Linking xfers between accounts falis to join correctly

Bug #1992548 reported by Jonathan Angliss
16
This bug affects 2 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Medium
Maxime DOYEN

Bug Description

OS: Windows 10
HomeBank Version: 5.5.7 (portable)
GTK: 3.24.33

When linking two transactions between accounts as an xfer, older versions used to change the category and info automatically to transfer and "link" the transactions. 5.5.7 appears to find the transactions in respective accounts, but doesn't show link/category change/etc.

Steps to reproduce:
- Create a new database
- Create an account, set the name to "Checking", set the type to "Checking"
- Create an account, set the name to "Savings", set the type to "Savings"
- Go to "Savings" account and add a transaction:
  * Set to "Income"
  * Set amount to 100
  * Click OK
- Go to "Checking" account and add a transaction:
  * Set to "Expense"
  * Set amount to 100
  * Click OK
- Save database
- Open "Checking" and double click on the 1 transaction
- Change type to "Transfer"
- Select "Account To" as "Savings"
- Click "OK"
- Observe dialog has 100% match on savings record
- Select transaction from "Select action for target creation"
- Click "Use Selection"
- Observe transaction in list is still listed as "Expense"

This observation came up because I had imported my checking and savings data from my bank, and have a regularly scheduled transfer. On updating the checking to savings transfer records, it didn't update correctly. Earlier versions successfully changed.

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

ok, thanks for reporting this.
it seems I forgot to commit some code when refactoring: #1981464

Changed in homebank:
importance: Undecided → High
assignee: nobody → Maxime DOYEN (mdoyen)
importance: High → Medium
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

you can use back 5.5.6 in waiting

Changed in homebank:
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.5.8
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → Fix Committed
Revision history for this message
Maxime DOYEN (mdoyen) wrote :
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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