HomeBank

wish: auto-assign Payment

Bug #1094528 reported by christian.rw.evans on 2012-12-29

This bug affects 7 people

Affects		Status	Importance	Assigned to	Milestone
	HomeBank	Fix Released	Wishlist	Maxime DOYEN	HomeBank 5.1

Bug Description

Similar to bug #692081, but more general: would it be possible to auto-assign "Payment" (e.g., credit card, cheque, cash, etc.) along with "Category" and "Payee"?

Thanks for an awesome, awesome product!

Tags:

Related branches

lp://staging/~slodki/homebank/re

Rejected for merging into lp://staging/homebank/trunk

Maxime DOYEN: Pending requested 2015-10-08

Revision history for this message

Larry Short (larrshort) wrote on 2013-01-27:

See 844,576 Payee defaults. Payee table with category and payment type could be used for five wishs, on import or new transaction entry.

Maxime DOYEN (mdoyen) on 2013-06-09

Changed in homebank:
importance:	Undecided → Wishlist
status:	New → Confirmed

Maxime DOYEN (mdoyen) on 2013-12-27

Changed in homebank:
milestone:	none → 5.0

Maxime DOYEN (mdoyen) on 2013-12-27

summary:	- Wish : auto-assign Payment + wish : auto-assign Payment
Changed in homebank:
assignee:	nobody → Maxime Doyen (mdoyen)

Maxime DOYEN (mdoyen) on 2013-12-28

Changed in homebank:
status:	Confirmed → In Progress

Maxime DOYEN (mdoyen) on 2013-12-28

Changed in homebank:
milestone:	5.0 → none

Maxime DOYEN (mdoyen) on 2013-12-28

Changed in homebank:
status:	In Progress → Confirmed

Revision history for this message

Binnette (binnette) wrote on 2014-03-03:

This bug affects me too. So I made a C# program that parse my xhb file and add paymode depending on memo.

Here are my rules for payment assignment:
// 1 => Credit card / Carte de crédit
  ACHAT CB
  COMMISSION PAIEMENT PAR CARTE
  COMMISSION RETRAIT PAR CARTE
  RETRAIT DAB
  TELEREGLEMENT
// 2 => Cheque / Chèque
  CHEQUE N
// 3 => Cash // Espèces
// 4 => Transfer // Virement
  VIREMENT DE
  VIREMENT EMIS
  VIREMENT POUR
// 5 => Internal transfer / Virement interne
// 6 => Debit card / Carte de débit
// 7 => Standing order / Prélèvement
  PRELEVEMENT
  TIP DE
// 8 => Electronic payment / Paiement électronique
// 9 => Deposit / Dépôt
  REMISE DE CHEQUE N
  VERSEMENT EFFECTUE
// 10 => FI fee / Frais bancaires
  COTISATION TRIMESTRIELLE

Maxime DOYEN (mdoyen) on 2014-06-29

tags:

added: automation

slodki (slodki) on 2015-09-29

summary:

- wish : auto-assign Payment
+ wish: auto-assign Payment

slodki (slodki) on 2015-10-08

Changed in homebank:
status:	Confirmed → In Progress
assignee:	Maxime Doyen (mdoyen) → slodki (slodki)

Maxime DOYEN (mdoyen) on 2015-10-08

Changed in homebank:
assignee:	slodki (slodki) → nobody
assignee:	nobody → Maxime Doyen (mdoyen)
status:	In Progress → Confirmed

Revision history for this message

slodki (slodki) wrote on 2015-10-08:

Assignment UI with Payment added.png Edit (35.2 KiB, image/png)

Implementation prepared - compiled and tested.
There are still open questions:
- Can internal transfers be modified by auto assignment? It's dangerous, so it's skipped for now without warning.
- Should check numbers be updated during mass payment method change? Not implemented.
See final GUI screenshot - internal transfer is still selectable, but skipped.

Maxime DOYEN (mdoyen) on 2016-02-28