wish: improve control of assignments

Bug #1504348 reported by slodki on 2015-10-08
This bug affects 2 people
Affects Status Importance Assigned to Milestone

Bug Description

Now all defined assignment rules are processed with hidden internal id order. The only way to get to know internal id is to read xhb file contents. Normal HomeBank user has no way determine and select which rules should be applied to transaction. Defined assignment rules are always presented in alphabetical order.

There is no way to guarantee no more then 1 rule will match, because user has no control over external data sources (imported files).

User has no option to give higher priority to one rule - sometimes newly added rules will newer work, because they are substrings of previously defined one and there is no way to change this (exept purge the rule list and create new one from scratch).

Results from auto assignments are unpredictable now - even 2 same rule sets gives different results!

1. Open attached file
2. There is no way to determine which payee will be assigned to each transaction
3. After executing auto assignment you can see "uk" has the highest priority, then "de" then "us"
4. There is no way to select and modify "os" or "ab" transactions using assignments - they have lowest priority

5. Open the same file once again
6. Delete "uk" rule then recreate it
7. Rule set is the same (the only difference is changed internal id of "uk" rule), assignment list and properties in GUI are identical as in no. 2 above
8. But results of auto assignments are totally different - almost all are tagged as "de" now
9. There is no easy way to make "uk" rule functional as before

User should have ability to display and change the rule priority/processing order. You can use sorting mechanism from account list (drag&drop) then process rules in user-defined order (from top to bottom) and stop after first rule matched. With the power of regular expressions this will give the user control over the auto assignments mechanism.

slodki (slodki) wrote :
summary: - wish: Add user-defined priorities to assignment rules
+ Auto assignments gives unpredictable results
Maxime DOYEN (mdoyen) on 2015-10-19
summary: - Auto assignments gives unpredictable results
+ wish: improve control of assignments
Maxime DOYEN (mdoyen) on 2015-10-19
Changed in homebank:
status: New → Confirmed
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen) on 2019-01-26
tags: added: assigment
removed: automation
tags: added: automation
removed: assigment
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