transaction category autofill from payee is too invasive

Bug #1910857 reported by baham
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Low
Maxime DOYEN

Bug Description

Hello there !

I don't know if this is a bug or wanted :

1) I create an operation, when I set the Payee what I think is the most used category for this Payee is affected to the category
2) I set the category on (no category)
3) I save the operation, the list shows it correctly wih no category
4) I reopen it : the category is reset to the Payee one

Linked issue : for a split operation (with no category by design) the same thing happens : on the operation edition window the Payee's category is affected to the operation (and greyed as we cannot change the category for a split operation).

Windows 10
Homebank 5.4.3

Thanks for your work !

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

1) I create an operation, when I set the Payee what I think is the most used category for this Payee is affected to the category
=> no, it is because you have set a default category for that payee from he manage payee category

But it is linked to #844576, maybe the autofill should occurs only when you add and not when you edit, as, I suppose for that txn you don't want that default payee ?

Changed in homebank:
importance: Undecided → Low
status: New → Incomplete
assignee: nobody → Maxime DOYEN (mdoyen)
Revision history for this message
baham (jerem-xiii) wrote :

Oh I didn't know that we could set a default category !
It is indeed set for most of my Payees, but I don't remember setting it...

"maybe the autofill should occurs only when you add and not when you edit"
I think the Category should only be set to the default value when :
1) the Payee is modified
2) the Category is empty
3) the operation value is not split (Category must stay empty in this case)

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Incomplete → New
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.5
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.5 → none
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.5.1
Maxime DOYEN (mdoyen)
summary: - Operation with empty category has one chosen on reopen
+ category autofill from payee is too invasive
summary: - category autofill from payee is too invasive
+ transaction category autofill from payee is too invasive
Changed in homebank:
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

what I fixed is your case: block the autofill when you edit a txn, because it was called and should not.
the payee autofill remains: it only occurs if category/paymode are unset
category is still fill for split, I know, but it is ignored (and sometime people revert back a split to normal and so are happy to get back the correct category, meanwhile I agree I should leave this empty for clarity

Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
To post a comment you must log in.
This report contains Public information  
Everyone can see this information.

Other bug subscribers

Remote bug watches

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