HomeBank

wish: Automatic assignments based on regular expressions

Bug #1500235 reported by slodki on 2015-09-27

This bug affects 2 people

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

Bug Description

There should be option to match memo or payee with RE in automatic assignment definition, not only simple substring match.

1. This will allow consolidate multiple auto assignment definitions into one, making managing of them simpler.

2. It will allow match very short strings - using \b (empty string at the edge of the word) it's possible to find whole word and not part of different longer name.

3. Context matching (some name followed by space and 4 digits, names with optional part in the middle etc.) will be possible to.

It can be done using current definition mechanism, some RE ready to use library, and simple conditional switch in the existing matching code.

As matching substring is used as definition name now, additional attribute with definition display name/description should be added, because RE are not user friendly to display in GUI list, sorting etc. Case insensitive match option should be avaiable with RE too.

See attached new GUI proposal for Manage Assignments window.

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

slodki (slodki) wrote on 2015-09-27:

GUI proposal for Manage Assignments window with RE option Edit (25.4 KiB, image/jpeg)

slodki (slodki) on 2015-10-05

Changed in homebank:
assignee:	nobody → slodki (slodki)
status:	New → In Progress

Revision history for this message

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

Final assignment UI.png Edit (27.3 KiB, image/png)

Changed assignment window screenshot

Revision history for this message

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

re_example.xhb Edit (1.3 KiB, text/xml)

Added example of new functionality:
- new rules definitions using RE
- example of matching RE in transactions and splits
xhb file attached in new 1.2 format requires my new latest trunk+re homebank version

Revision history for this message

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

New functionality implemented and tested.
Implementation based on https://developer.gnome.org/glib/stable/glib-Perl-compatible-regular-expressions.html, documentation of RE used available at https://developer.gnome.org/glib/stable/glib-regex-syntax.html.

Changed assignment management window layout (see screenshot).
File format version bumped to 1.2: patt attribute added to assignment definition (see attached example).

Compiled under linux without warnings and working as expected.
Tested:
- importing old file format
- saving and opening new xhb format
- adding, modifying assignment rules
- matching simple text with old method (substring search)
- matching using RE in transactions and splits

slodki (slodki) on 2015-10-08

Changed in homebank:
status:	In Progress → Fix Committed

Maxime DOYEN (mdoyen) on 2015-10-11

Changed in homebank:
status:	Fix Committed → In Progress

Maxime DOYEN (mdoyen) on 2015-12-25

Changed in homebank:
milestone:	none → 5.1

Maxime DOYEN (mdoyen) on 2016-02-22

Changed in homebank:
assignee:	slodki (slodki) → Maxime Doyen (mdoyen)
importance:	Undecided → Wishlist

Maxime DOYEN (mdoyen) on 2016-02-28

Changed in homebank:
status:	In Progress → Fix Committed

Maxime DOYEN (mdoyen) on 2016-10-16

Changed in homebank:
status:	Fix Committed → Fix Released

Report a bug

This report contains Public information

Everyone can see this information.

You are

Subscribing...

Edit bug mail

Other bug subscribers

Bug attachments

Add attachment

Remote bug watches

Bug watches keep track of this bug in other bug trackers.