wish: Allow auto assignments to overwrite payee

Bug #1500220 reported by slodki
36
This bug affects 5 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

The same payee can have different name in each transaction, depending on POS, payment method etc. Duplicated payees are created in this case.

Auto assignment can modify payee only when it's empty.

Adding additional checkbox "allow overwrite" in auto assignment editor will allow auto correct payee name based on memo or original payee value from imported data. It will automate payees merge process with only one checkbox and one simple conditional evaluation.

See attached GUI proposal.

Tags: automation

Related branches

Revision history for this message
slodki (slodki) wrote :
slodki (slodki)
Changed in homebank:
assignee: nobody → slodki (slodki)
status: New → In Progress
Revision history for this message
slodki (slodki) wrote :

New functionality ready. Modified GUI for assignment rule definition (see attached screenshot).
Compiled without warnings and tested under Linux.

Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.1
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: slodki (slodki) → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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