Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Create short-cut feature for creating intra-group balance exchange transfers #202

Open
mic-e opened this issue Jan 26, 2024 · 0 comments
Open
Labels
enhancement New feature or request

Comments

@mic-e
Copy link
Member

mic-e commented Jan 26, 2024

When two people have accounts with non-zero balances in two groups, they will often agree to settle their open balances by swapping them between those groups.

Take this example:

Group "Best Friends"

  • Alice: Balance -10
  • Bob: Balance +20
  • Charlie: Balance -10

Group "Vacation 2023"

  • Alice: Balance +10
  • Bob: Balance -10

Since the vacation is over, the balances should now be settled and the group should be archived.
Alice and Bob can do this directly by Bob giving 10€ to Alice.
But they can also do it by creating a Transfer "Bob gives 10€ to Alice" in group Vacation 2023, and creating a symmetric Transfer "Alice gives 10€ to Bob" in group "Best Friends".

Afterwards, the balances will be

Group "Best Friends"

  • Alice: Balance 0
  • Bob: Balance +10
  • Charlie: Balance -10

Group "Vacation 2023"

  • Alice: Balance 0
  • Bob: Balance 0

This is very practical as it eliminates the need for some more bank transfers, and reduces the overall balances in all groups.

The only downside, currently, is that you need to manually create the symmetric transfers, which is error-prone and unnecessary work.

Offering a particular feature, for example on the Balances page, which allows you to see Alice's and Bob's balances in both groups and to create the appropriate transaction pair automatically, would be a great help here.

We could also consider extending the database scheme to allow tracking these kinds of things, but that would be way more complex and have the potential for over-engineering.

@mic-e mic-e added the enhancement New feature or request label Feb 11, 2024
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
enhancement New feature or request
Projects
None yet
Development

No branches or pull requests

1 participant