Automatic reconcile

[cestpasphoto]

Support guidelines

• I've read the support guidelines
• My request is not listed as a very good idea, but unfortunately...
• I've used the search and this has not been requested before.

Description

In reconcile screen, I would like just to enter the current total amount and Firefly would automatically suggests which boxes to tick and which ones to leave unticked.

Solution

I implemented a solution in my fork since more than a year and it is super convenient to my point of view. I can submit a pull request, but first please check the limitations of my implementation especially on frontend.

Backend: the problem is similar to the common knapsack problem, so no difficulty. The only difficulty is to limit the computation time in large cases: for instance there are more than 10M combinations of 9+ unchecked boxes among 30 operations, we would check only combinations with 8 unchecked boxes or less.

Frontend: I am not a frontend guy the user experience is dirty. The computations are done in client side in javascript. It is triggered by the user deselecting the reconciliation amount. If it succeeds, then it checks relevant boxes automatically; if it fails, nothing happens except a message in the console. Maybe it would be better to have a dedicated button to trigger the auto reconcile, and then an alert messagebox if fails or redirect to confirmation window if success.

What are alternatives?

No response

Additional context

User would type the amount:

Then the user deselects such field (field looses focus) and firefly automatically selects the relevant boxes:

[JC5]

Nice work!

I'm going to remember this for the new layout: #6302

For now, I don't want to make too many changes, especially not to the reconciliation form. It's kind of a mess anyway and it needs a major overhaul.

[github-actions]

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This issue has been marked as an enhancement. The requested enhancement to an existing feature will become a part of Firefly III or the data importer in due course.

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