From 7bd8b2c38f4dead570c647e05717b796a15a67d4 Mon Sep 17 00:00:00 2001 From: Joe Carstairs Date: Fri, 25 Jul 2025 22:55:36 +0100 Subject: task-063: add exceptions for req-080 --- requirements/catalogue/req-048.md | 2 +- requirements/catalogue/req-052.md | 5 +++-- requirements/catalogue/req-080.md | 24 +++++++++++++++++++++++- requirements/catalogue/req-118.md | 2 +- requirements/catalogue/req-123.md | 2 +- requirements/catalogue/req-124.md | 8 ++++++++ requirements/tasks/task-005.md | 3 ++- requirements/tasks/task-063.md | 2 +- 8 files changed, 40 insertions(+), 8 deletions(-) create mode 100644 requirements/catalogue/req-124.md diff --git a/requirements/catalogue/req-048.md b/requirements/catalogue/req-048.md index b54022f..e013646 100644 --- a/requirements/catalogue/req-048.md +++ b/requirements/catalogue/req-048.md @@ -2,6 +2,6 @@ Schist must have a desktop interface for inserting transactions. -Sources: req-014, req-078 +Sources: req-014, req-078, req-080 Satisfied by: task-001 diff --git a/requirements/catalogue/req-052.md b/requirements/catalogue/req-052.md index dd83dbf..6476b82 100644 --- a/requirements/catalogue/req-052.md +++ b/requirements/catalogue/req-052.md @@ -1,7 +1,8 @@ # req-052 -Schist must have a desktop interface for importing transactions from a CSV file. +Schist must have a desktop interface for importing transactions from a CSV file +and for undoing the operation afterwards. -Sources: req-016, req-080 +Sources: req-016, req-080, req-124 Satisfied by: task-005 diff --git a/requirements/catalogue/req-080.md b/requirements/catalogue/req-080.md index 6451ea9..5394a19 100644 --- a/requirements/catalogue/req-080.md +++ b/requirements/catalogue/req-080.md @@ -7,7 +7,7 @@ holiday transaction. Sources: req-040, req-074 -Satisfied by: ass-000, ass-014, req-052 +Satisfied by: ass-000, ass-014, req-052, ass-025, req-118, req-048, req-123 Related to: req-016 @@ -19,3 +19,25 @@ to sync with Schist. 1. Wait until the user next regularly opens Schist on their desktop computer. 2. The user gets their bank transactions and stores them in a CSV file. 3. The user imports the CSV file into Schist. + +### Exceptions + +#### The import misses a transaction + +If the import misses out a transaction, this will be obvious the next time the +user reconciles their accounts. Then the user can look again in their bank's +records to track down the error and insert the missing transaction. + +#### The import duplicates a transaction + +If the import duplicates a transaction, this will be obvious the next time the +user reconciles their accounts. Then the user can look again in their bank's +records to track down the error and delete the duplicate transaction. + +#### The import gets the columns wrong + +If the import mis-matches the columns, for example, inserting the counterparty +into the description column, then the user can decide whether the error is +critical. If they judge it not to be critical, they can leave it as it is. If +they judge it to be critical, they can instead undo the import. Also, they can +delete the erroneous transactions. diff --git a/requirements/catalogue/req-118.md b/requirements/catalogue/req-118.md index 0471488..804ae8f 100644 --- a/requirements/catalogue/req-118.md +++ b/requirements/catalogue/req-118.md @@ -3,6 +3,6 @@ As a user, I want to reconcile my accounts, so that I can account for errors in my records of my transactions. -Sources: req-014, req-012 +Sources: req-014, req-012, req-078, req-080 Satisfied by: arch-v1.0.1, req-122, task-066, task-067 diff --git a/requirements/catalogue/req-123.md b/requirements/catalogue/req-123.md index dc40f37..1e10081 100644 --- a/requirements/catalogue/req-123.md +++ b/requirements/catalogue/req-123.md @@ -2,6 +2,6 @@ Schist must have an interface for deleting transactions. -Source: req-119 +Sources: req-119, req-080 Satisfied by: req-120, req-121, arch-v1.0.1, ass-026, ass-027 diff --git a/requirements/catalogue/req-124.md b/requirements/catalogue/req-124.md new file mode 100644 index 0000000..4bc7c89 --- /dev/null +++ b/requirements/catalogue/req-124.md @@ -0,0 +1,8 @@ +# req-124 + +As a user, I want to undo importing transactions from CSV, so that I can correct +an erroneous import operation. + +Source: req-080 + +Satisfied by: req-052 diff --git a/requirements/tasks/task-005.md b/requirements/tasks/task-005.md index 4661a69..da54771 100644 --- a/requirements/tasks/task-005.md +++ b/requirements/tasks/task-005.md @@ -1,6 +1,7 @@ # task-005 -Schist must have a desktop interface for importing transactions from a CSV file. +Schist must have a desktop interface for importing transactions from a CSV file +and for undoing the operation afterwards. Source: req-052 diff --git a/requirements/tasks/task-063.md b/requirements/tasks/task-063.md index 64aa585..0e9c29f 100644 --- a/requirements/tasks/task-063.md +++ b/requirements/tasks/task-063.md @@ -13,7 +13,7 @@ Blocks: task-059 - [x] req-016 (record card beer transaction by bank sync) - [ ] req-076 (record cash holiday transaction by SMS) - [ ] req-078 (record cash holiday transaction by desktop) -- [ ] req-080 (record card holiday transaction by importing from CSV) +- [x] req-080 (record card holiday transaction by importing from CSV) - [ ] req-081 (record cash beer transaction by Web) To double-check where the use cases are, search for '## Use case' in -- cgit v1.2.3