wish: ability to batch-edit selected transactions easily

Bug #1507252 reported by Jeff Fortin Tam
30
This bug affects 5 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

I sometimes discover new features, or make changes in the way I account things over the years, and want to retroactively correct/standardize things. The problem is that it's not really easy with Homebank currently: you can search and filter very nicely, but you can't change the information in batch, you have to go through each and every transaction one by one to correct them.

Interestingly, as I was writing this, I discovered a section in the user manual that claims there is a (deeply hidden) feature for this, where you shift-doubleclick a column while multiple transactions are selected: http://homebank.free.fr/help/use-tipsandtricks.html#multitxnedit

However,
- It doesn't work. At least, not with 5.0.5; maybe it worked in the GTK2 days. Right now all it does is change the sorting order.
- It is not discoverable. Instead, I would expect to have the normal "Edit" button available/sensitive, and have the transaction editing dialog handle it in a similar way to what Rhythmbox or "ex-falso" do. We can do even better though, and my suggestion is below...

Proposed approach for the multi-edit dialog:
- hide() fields that don't make sense for multi-editing, such as Date, Amount (including the splitting button) and State (reconciled/remind/etc. can be done from the transactions main window, or on an individual basis)
- Instead of writing the text strings directly into the text/comboboxtext entry widgets by default, use https://developer.gnome.org/gtk3/stable/GtkEntry.html#gtk-entry-set-placeholder-text
- For fields where the values are all the same, display the values in the placeholder text; for fields where values differ, write "(varies)"
- When users enter text in those fields, it will naturally replace the placeholder text; when the OK button is clicked at the end, Homebank can then check which fields actually have custom text values in them, and apply those changes.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

multiple edit still work, but under windows, gtk 3.16 force to use ctrl + shift, see #1502807

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

What I do have in mind now, is to make this feature less hidden, towards something like mass update button that appear when you select several lines or maybe remains and just enable/disable (still to think about this).

Changed in homebank:
milestone: none → 5.1
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I removed completely the old way of multiple edit.

Now when you select several line and double-click OR use the multiple edit toolbar button or menu
You have a popup with multiple edit column (I removed date and amount)
each column has a checkbox and you can then edit several one at one time

=> less hidden
=> more powerfull

Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
summary: - Search and replace, or ability to batch-edit selected transactions
- easily
+ wish: ability to batch-edit selected transactions easily
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.1 → 5.0.7
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
Revision history for this message
Jeff Fortin Tam (kiddo) wrote :

I tested this today and it works. Amazing feature, thank you!

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