It would be useful to have the ability to attach files when logging a transaction (e.g. a bank statement corresponding to the transaction, or a tax/fiscal statement). With this ability it would be possible to keep necessary documentation logged directly with the transaction for archiving purpose in case of a tax audit
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We heared this quite a couple times.
The thing is:
- PP supports multiple OS —> each requires a different method to access the file system. Lot of development.
- Documents are getting moved to different Folders
Build in search from OS are able to search in file, which is quite a good workarround for the time beeing.
What if you create an archive of these files in binary format in addition to the regular safe file. This would avoid that people start moving files and that filerefs break. In this case a copy of the file would be stored inside a binary container
Technically possible, yes.
But to be honest, this would just be a redundancy for the reasson of lazyness.
The principle of PP is the user is in charge, so is the user for his files.
I do understand the conviniece behind, but at the same time, OS in File search does work like a charme.
But if any developper would develop this feature I’m sure @AndreasB would integrate it, once it passes the quality standards.
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Would love to give it a try, unfortunately Java is not a language I am skilled in.
Its not only about convenience, its also a good way to govern that for each transactions the correct pieces of evidence are available (e.g. possible to see which transactions/operations have no files attached –> indication that evidence still needs to be collected). OS file search would not work for governance purposes since easy to overlook missing reconciliations.
Perhaps I will give it a try at some point; but I am a C/Python developer
Well this is even possible today, column Source:
- filled → imported
- empty → manual edit.
I don’t get this point.
FYI: portfolio/CONTRIBUTING.md at master · portfolio-performance/portfolio · GitHub
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