Almathera Ten Pack 2: CDPD 1/Almathera Ten on Ten - Disc 2: CDPD 1.iso/pd/501-525/515/checkbook/cachanges1.0-2.0.txt

Text File | 1995-03-14 | 15KB | 309 lines

                         CHECKBOOK ACCOUNTANT 2.0

                NEW FEATURES, BUG FIXES, AND MODIFICATIONS
                ------------------------------------------


NEW FEATURES:
-------------
 1. During the definition of a date (in a date input field), the year can
    be left out (only entering the month and day).  The program will use
    the last used year, or if no previous year had been defined (as is the
    case when the program is started), the system date's year will be used.

 2. Added the ability to deactivate any input field by holding down the
    SHIFT key and pressing the RETURN key (SHIFT-RETURN).  Deactivating an
    input field allows for the HELP key to be pressed and help screen to be
    displayed.

 3. Added the ability to detect if the program is running under AmigaDOS
    2.0, and if so, create 2.0-looking icons with the proper color values
    (colors 1 and 2 are switched).

 4. Added the Move function for transactions, which moves the highlighted
    transaction from one part of the Transaction List to another.  Two
    arrows are superimposed on the pencil pointer, signifying that the
    Move function is currently in use.

 5. Added the Duplicate function for transactions, which duplicates the
    highlighted transaction and enters the copy at the end of the
    Transaction List (assuming the List isn't sorted).  Checks which are
    duplicated will use the next available check number for the duplicated
    check.

 5. Added the Program Prefs Requester which allows for the selection of
    Show, Icon Creation, User Prefs, Auto Desc List, and TAX Status settings,
    as well as definition of the CA: directory and Default Descriptions For
    Checks, Other Debits, Deposits, Other Credits, and Voided Checks.  These
    settings can be saved as the program's default settings (initially
    loaded at startup) under the file "S:CAdefault.CAp".  Thanks to James
    Wilson for the suggestion to save the program's preferences.

 6. Added the Description List Requester which defines a list of
    descriptions for use in the Transaction Requester's PAY / DESC and MEMO
    input fields.

 7. Added the Running Balance Tracker (lower-right area of the Main Screen)
    which represents the 20 currently viewable transactions in the
    Transaction List in bar chart form.  Each tick of the bar is equal to
    $100.00 (one tick represents a running balance between $0.01 and
    $100.00).  Positive running balances are shown in BLACK, while negative
    values are in RED.

 8. Added the Search & Replace functions (which include the Previous and
    Next Occurrence functions).  Search will highlight matches of the
    defined search description.  Replace defines a replacement description
    for all matched descriptions.  Previous and Next Occurrence perform
    either the Search or Replace function (whichever was last used) on
    earlier or later-entered transactions which satisfy the Search/Replace
    descriptions.

 9. Added the ability to automatically add the PAY / DESC and/or MEMO
    description from loaded, modified, and entered transactions.
    Add PAY / DESC will add the PAY / DESC input field descriptions to
    the Description List upon loading of a checkbook or definition of
    a transaction.  Add MEMO will add the MEMO input field descriptions.

10. Added the Credit/Debit Sign Indicator column (column S, to the right
    of the previous TC columns on the Main Screen).  This column, for each
    transaction, will contain a '+' for credits and a '-' for debits.
    Thanks to James Wilson for this suggestion.

11. Added the option of editing a transaction by highlighting it and
    pressing the RETURN key.  This is an alternate way to the current
    double-click method.

12. Added the Quick Unclear menu item which unclears the highlighted
    transaction.  The Quick Clearing menu item was renamed to Quick Clear
    to make it consistent with this new menu item.

13. Added the Reoccurring Transaction Group Requester and Reoccurring
    Transactions Requester, which define a group of transactions by a group
    name.  Transactions can be added to a group and a group of transactions
    can be added to the checkbook with the click of the mouse button.

14. Added the ability to print the Description List, Reoccurring Transaction
    Group List, and Reoccurring Transactions within each group.

15. Added the display of a Notice Requester which displays the calculated
    Statement Balance after selecting Okay from the Reconcile Requester.
    The STATEMENT BALANCE box on the Main Screen also has this amount as
    before, but displaying a Notice makes the balance easier to find.

16. Added the Use Default Description List menu item/checkbox to the
    Information Requester, allowing the default Description List to be
    loaded upon definition of a new checkbook.

17. Added the indicator, (nn), next to the BUDGET button on the Transaction
    Requester, which displays the number of budget distributions for the
    current check transaction.

18. Increased the maximum number of distributions per check transaction
    from 5 to 99.  In addition, the distribution list is now scrollable
    (slider and arrow buttons).

19. Added the notice that if the AMOUNT UNBUDGETED were $0.00 for a check
    transaction, then selecting the Add function would show the user that
    no amount is available to budget.

20. Added an indicator between the Budget Requester's budget description
    and expense limit amount which shows "OB" (overbudget) if a budget's
    actual expenses (for the analysis period) are greater than the
    projected expense limit.

21. Added the Entered Order and Sorted Order buttons (Order menu) to the
    View (Select Groups) Requester to define the order of the View-ed
    transactions in the Transaction List.  The Sorted Order button will
    display the new Sort Criteria Requester, which defines the field by
    which to sort (Check Number, Transaction Date, or Cleared Date).

22. Added the Statistics menu item (Main Screen) which, when selected,
    will give amount totals and other pieces of information for the current
    checkbook.


BUG FIXES:
----------
 1. This bug would erase the filename in the Main Screen's, Budget List's,
    and Description List's title bar when an entry in the file requester
    was selected (where no filename exists).

 2. This bug would display the RUNNING BALANCE amount even though the
    Transaction List was scrolled.  Now, an amount is only displayed if a
    transaction is currently highlighted.

 3. This bug would not properly erase the highlighted transaction when a
    new checkbook would be opened.  Remnants of the highlighted transaction
    would remain.

 4. This bug would not properly truncate the DESCRIPTION field of a
    transaction which had a longer than displayable description.

 5. This bug would place the Budget List filename in the Main Screen's
    title bar if the Budget List was loaded from its icon as the startup
    file.

 6. This bug would allow selection of entries in the Transaction List
    where there were no transactions.  This appeared when a checkbook
    (with 20 transactions or more) was loaded, then another checkbook
    (with fewer than 20 transactions) was loaded afterwards.

 7. This bug would give incorrect running balance amounts once the running
    balance fell between $0 and -$1.00.  The running balance would show up
    as a positive value rather than negative.

 8. This bug would not properly truncat the memo description of printed
    transactions if the description exceeded the defined number of columns.
    This caused the running balance to be unaligned.

 9. This bug would not warn the user about changes in the checkbook (while
    trying to quit the program) even though the statement balance was
    recalculated (through the use of the Reconcile function).

10. This bug would incorrectly define a transaction as not being budgeted,
    even though its Budget Distribution List was modified.  This would
    appear if a transaction was edited and the PREV or NEXT function was
    selected.

11. This bug would enter a duplicate budget distribution if a distribution
    was selected (activating the distributed amount input field), the
    requester was made inactive, the requester was made active again, and
    the RETURN key was pressed.

12. This bug would not consistently allow for the definition of a
    distributed amount after selecting a budget to add to the Budget
    Distribution List.

13. This bug would not allow the selection of the last budget in a Budget
    List containing 16 or fewer budget descriptions.

14. This bug would allow the entering of an amount even though the
    maximum number of distributions was reached.  Selecting Okay from the
    Notice Requester which would be displayed would activate the amount
    input field.

15. This bug would make the entries in the Budget List illegible if a
    newly added budget description were to be alphabetically entered as
    the first entry in the List.

16. This bug would try to load a requester Budget List even after selecting
    CANCEL from the Notice Requester which displayed: "All budgeted
    transactions will be unbudgeted...Continue?"

17. This bug would show "Budget..." in the Budget List file requester's
    filename input field after an error during a Load operation.

18. This bug would not properly truncate the budget descriptions in a
    printout of the Budget Summary.


MODIFICATIONS:
--------------
 1. Slightly improved the list scrolling routines for the Transaction List,
    Budget List, and Help Screen text.

 2. Removed the display of zero amounts (0.00) in amount input fields.
    This removes the necessity to clear the contents of the field before
    a non-zero amount can be entered.  The 0.00 amounts are still shown
    as "0.00" in the various lists (Transaction List, Budget List, etc.).
    The Information Requester's Starting Check Number input field behaves
    the same way.  Thanks to James Wilson for this suggestion.

 3. Modifies the program to operate under AmigaDOS 2.0 and A3000 machines.
    Actual testing was done with KS 36.143 and WB 34.20.

 4. Modified the display of an Opened checkbook's transactions in the
    Transaction List, such that the last viewable entries are initially
    shown rather than the first entries, as was the case previously.
    Thanks to James Wilson for this suggestion.

 5. Modified the image of the Budget List icon.  The description on the icon
    now reads "BUDGET", rather than the previous "BUDGETS".

 6. Changed the name of the Main Screen "Edit" menu item (under the Budgets
    Menu) to "Budget List".  The "Analysis Period" menu item's keyboard
    shortcut was changed from RIGHT-AMIGA L to RIGHT-AMIGA . (period).

 7. Changed the Icon Creation menu item from "Budgets" to "Budget List".

 8. Fixed the Print Requester's Transaction Distributions' button/menu item
    to automatically select Viewable Transactions if selected.  This is
    equivalent to the operation of the Budget Summary/Budget List
    combination.

 9. Fixed the alignment of the Print Requester's Selection Print To menu
    items to coincide with the right edge of the other Selection menu items.

10. Fixed the column placement in the transaction printouts, such that the
    Transaction Distribution amounts do not overlap the TCS and transaction
    AMOUNT columns.

11. Added more blank space around the NOTE: text in the Reconcile Requester.

12. Moved the Information Requester's Initial Deposit input field to allow
    space for the Use Default Description List checkbox.  Changed the
    Default Budgets checkbox label to "Default Budget List".

13. Reset the Default Budget List and Default Description List checkboxes/
    menu items to their TRUE states every time a new checkbook is being
    defined.

14. Removed the necessity for check transactions to be entered into the
    checkbook before they can be budgeted.  New, as well as previously
    entered, checks can now be budgeted.

15. Widened the Budget Distribution List to display and enter the full
    budget description.

16. The program will initialize the Distributed amount input field contents
    (during the definition of a new budget distribution) to the AMOUNT
    UNBUDGETED value.  This makes the assumption that the rest of the
    unbudgeted amount will all go to the current distribution.

17. Budget Distribution List entries are now alphabetically sorted (by
    budget description).

18. Redesigned the Budget Requester to display the expense limit within
    the Budget List (to the right of the budget description) along with
    the currently highlighted budget's expense limit for the current
    analysis period and entire checkbook.

19. Rearranged the components in the Print Requester to make space for the
    permanent display of the currently defined Print To Disk File filename.

20. Removed the CON: window (on the Workbench Screen) which would show up
    if the program was started from its icon.

21. Replaced the darker color shades used in the program with lighter ones.

22. Redesigned the Program Prefs Requester's Workbench Colors selection
    to use the best color scheme (given the current Workbench colors) and
    not just copy Workbench color 0 to the program's color 0, color 1 to
    color 1, etc.

23. Added separator in the Main Screen's menu bar to distinguish common
    menu items.

24. Modified the Budget Distribution Requester to add/update a distribution
    which makes a budget become overbudgeted.  In previous versions, the
    program would not let you enter the amount and make a budget overbudgeted.
    Now, the budget can become overbudgeted (shown with OB in the Budget List)
    just as it does when a checkbook file has overbudgeted budgets.

25. Modified the requester and screen elements (buttons, check boxes,
    list sliders, and input fields) to closely match those commonly found
    in Intuition 2.0 applications.  Changed the Main Screen "Preferences"
    menu to "Settings".

26. Removed the Main Screen Command Buttons (bottom center of the Main
    Screen).

27. Modified the pointer to become a broken pencil if you try to activate
    a requester other than the frontmost (current) one.

28. Added the use of AmigaDOS 1.3's sleeping cloud pointer (wait mode) and
    normal pointer with arrows (Move function) if the user selects to use
    Workbench Pointer and is running on an AmigaDOS 1.3 machine.  If the user
    is running under AmigaDOS Release 2, the stopwatch (wait) and normal
    pointer with arrows (Move) will be used.