wish: add quick filter for manage payees window

Bug #1500227 reported by slodki on 2015-09-27
8
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Wishlist
Maxime DOYEN

Bug Description

Depending on account, transaction type, payment method or POS - one payee can have many different names in imported transactions. They can have some prefix added, so it's very hard to find them in the scrolled list in Manage Payees windows in Homebank now.

It would be great to have quick filter mechanism in this window - to find payees with some string somewhere in the name (ignoring case IMHO). After enter some text only existing payees matching the text should be displayed. Option to add new payee should be still available (when not found etc.).

This will make looking for duplicated payees simpler, allow quick selection of desired element on a very long list (now scrolling is the only option), and merging payees with some strange prefix added simpler too.

Filter should be active after executing some changes on the list (editing/merging/adding...) taking into account changed/new elements.

See attached new Manage Payees window layout proposal.

slodki (slodki) wrote :
Maxime DOYEN (mdoyen) wrote :

this already exists, see http://homebank.free.fr/help/
quick search for list

slodki (slodki) wrote :

Quick search is different: it's help for scrolling to given position in the list, if you know exact name you are looking for. You can search for beginning of a name only, long list always displays all entries, you must start from beginning after editing selected entry (rename, delete).
My idea is list filtering, not jumping to specific position in the list.

Maxime DOYEN (mdoyen) on 2016-04-02
Changed in homebank:
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
milestone: none → 5.0.7
status: New → Confirmed
Maxime DOYEN (mdoyen) on 2016-04-17
Changed in homebank:
milestone: 5.0.7 → 5.1
Maxime DOYEN (mdoyen) on 2016-05-22
Changed in homebank:
status: Confirmed → In Progress
Maxime DOYEN (mdoyen) on 2016-07-31
Changed in homebank:
milestone: 5.1 → 5.2
Maxime DOYEN (mdoyen) on 2016-08-11
Changed in homebank:
milestone: 5.2 → none
Maxime DOYEN (mdoyen) on 2017-01-22
Changed in homebank:
status: In Progress → New
Maxime DOYEN (mdoyen) on 2018-04-10
Changed in homebank:
status: New → In Progress
Maxime DOYEN (mdoyen) on 2018-04-10
Changed in homebank:
status: In Progress → Fix Committed
milestone: none → 5.2
summary: - wish: Add quick filter for Manage Payees window
+ wish: add quick filter for manage payees window
Maxime DOYEN (mdoyen) on 2018-09-09
Changed in homebank:
status: Fix Committed → Fix Released
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