Hi there 👋
Before, when adding transactions to Waltio after a first analysis, a "full scan" of all transactions was necessary.
From now on, the software is able to analyse only the transactions added or modified independently of the previous ones.
Because an example is worth a thousand words:
Lucas has provided all of his transactions from 2017 to 2020. He is resolving issues with Leo on support for transactions in 2020 due to negatives balances.
Each time, Waltio reanalysed all his transactions, from the very first one.
What has changed?
The first element required was to store for each transaction which modification took place and when.
Then we had to find the last completed analysis or report, keeping in mind that we need to cover the use case where Lucas has multiple transactions at exactly the same date/time.
💡 This may seem excessive, but some platforms don't provide timestamps, so we have a lot of 00:00:00 timestamped transactions.
If there is a previous transaction, the goal is to find the transaction just before the oldest modified transaction. Once found, we scan all of Lucas' transactions whose date is later than the previously found transaction.
If Lucas runs a scan, we make sure to get the Total Acquisition Price from the previous transaction, and we start from there.
💡 Of course, if Lucas runs a report, even if he does a partial scan, the tool does a full scan to calculate the overall gain and to generate documents.
If you have any other questions, do not hesitate to contact us via the chat just at the bottom right of your screen! 💬
The Waltio team