wish: improve control of assignments

[slodki]

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!

Example:
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.

[ecorini (ecorini)]

Automatic assignment is a very useful function! as an improvement i also suggest:
-Use a separate field for assignment name: finding right rule could be difficult when there are a lot of rule that use regular expression
-Add the possibility to import/export assignments with .csv file as done with payees and categories

[Guus Bonnema (gbonnema)]

I second this request plus the import/export feature by @ecorini.

[Guus Bonnema (gbonnema)]

Regarding the possibility to import and export assignments, I will create a new wish, because the two wishes are different. That way also, they are not dependent on each other as they are separate problems and probably have separate solutions too.

[Maxime DOYEN (mdoyen)]

To summarize:
- add a name field
- add ability to reorder the rules (dnd or other)
- stop after first rule match: to discuss as it was requested not to in #1720538 execute all the rules for assignments : make this optional ? use a dialog to let the user select rule to apply if several matches ?

comments:
- this feature can be useful but it not devoted to make miracle happen, limitation should rise when as you say a lot of rules exist
- regex is a side sub feature here, as lambda people cannot and won't use this (mostly developers, advanced IT users will)

the only way to make the rule reliable would be that the user take the decision when the system cannot (conflict, multiple match)

[Maxime DOYEN (mdoyen)]

Q: that remains, do you need an option to stop after 1 rule match ?

For this wish, I did the following:

- added a # column to show the position
- added drag & drop to reorder
- added Notes field, as this is more a comment on the rule itself
- I relayouted all of this as well

please see the new assignment dialog