wish: separe scheduled transaction from template transaction

Bug #1424365 reported by TonyIT
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

If the user has over one hundred scheduled transactions, it's almost impossible to use the template functionality.

I know this is a heavy change, but if the two typologies could be separated in two distinctive windows, the usability will be a lot better.

Ciao

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

maybe just a filter on the transaction dialog would suit:
- by default the dropdown just shows the non scheduled (real templates)
- a checkbox enable to show also the scheduled ones

?

Changed in homebank:
status: New → Incomplete
Revision history for this message
TonyIT (nc8430) wrote :

I think "Manage scheduled/template transactions" might have a new combo box in the top to switch between the two types.
And only the type "template" should be showed in the "Add transaction" window.

Another missing important feature is a way to order that records. Leaving the user to order by Payee or by scheduled date will increase the usability.

Maxime DOYEN (mdoyen)
summary: - Separe scheduled transaction from template transaction
+ wish: separe scheduled transaction from template transaction
Changed in homebank:
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
status: Incomplete → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.1
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.1 → 5.2
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

And only the type "template" should be showed in the "Add transaction" window.
=> released with 5.0.9

Changed in homebank:
milestone: 5.2 → 5.1
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → In Progress
Maxime DOYEN (mdoyen)
tags: added: usability
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Another missing important feature is a way to order that records.
Leaving the user to order by Payee or by scheduled date will increase the usability.
=> done for payee
=> for scheduled date can be done from the main window & double click to edit !

Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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