All Collections
My analysis
Incremental Analysis
Incremental Analysis

More efficient generation of analyses and reports

Updated over a week ago

Hello 👋

Before, when adding transactions to Waltio after an initial analysis, a "full scan" of all the transactions was necessary.

Now, the software is able to analyse only those transactions that have been added or modified, independently of the previous ones.

Because an example is worth a thousand words:

Lucas has provided all his transactions from 2017 to 2020. He is solving problems with Julien on support for transactions in 2020 because of negative balances.

Each time, Waltio re-analysed all his transactions, from the very first.

What has changed?

The first thing that had to be done was to store for each transaction what change had taken place and when.

Next, we had to find the last completed analysis or report, bearing 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 aim is to find the transaction just before the oldest modified transaction. Once it's found, we scan all Lucas's transactions with a date later than the transaction found previously.

If Lucas launches an analysis, we ensure that we recover the Total Acquisition Price of the previous transaction and we start from there.

💡 Of course, if Lucas runs a report, even if it does a partial scan, the tool does a full scan to calculate the overall gain and to generate documents.

If you have any further questions, please don't hesitate to contact us via the Chatbot just down the right-hand side of your screen! 💬

The Waltio team

Did this answer your question?