Settle Up Migration

[Silther]

With CloudBeaver I now have fixed/migrated most of my simple settlements, but directly editing the database is not a solution for most people.

That's why I brainstormed the UI of a new settle up screen that would allow users to fix there settlements themself.

It mainly builds on the idea that it should be possible to add settle-ups with a date selector and the expenses shown in that popup if a past date is selected should reflect the group balances at that past time.

With that the migration could be something like:

1. SplitPro checks if settlements have issues like a missing group
2. If you click on a balance in the balance tab it could show you a card like "fix past settle-ups"
3. When you select that card it goes through a list of settlements starting with the last up to the newest.
4. From the old settlements it should just takes the date and the amount and show you a new settle up popup, there you can distribute the amount to the individual group balances (at the time of the original settlement)
5. If you click on the save/migrate button it deletes the old settlement and replaces it with the date of the new one. (show something like "migrate settlement in the activity instead of delete and create settlement)

EDIT: Figma Projekt

[Silther]

A few additions:

• I'm not sure it is best to setup a guard rail to limit the manual amount to always be below the combined amount of all selected group balances or if that difference should always be added to the personal balance if its higher
• if a manual amount is set the group balances are filled from the top down and you can only change that by reordering the groups not by setting individual amounts for each group
• it should handle balances going in both directions.

how to implement it in the database?

• My idea is that this popup creates an individual SETTLEMENT expense for each selected group after clicking on save/migrate

To make sure you don't get overwhelmed by multiple settle ups shown in the personal balance tab, you could group all settlements into one (in the the UI only) if they happened on the same day and no normal expense is between them. Than you could just show one settlement with the combined amount and if you click on that it shows you the individual amounts it's built upon.