wish: mass prefill assignment from the register

Bug #1810621 reported by dionyosos
40
This bug affects 5 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

Create autocamitc assgiments while viewing transactions from the respective view.
For instance when a user selects a transaction, offer an icon at the buttom toolbar (or e.g. ctrl+mouse click) that will open the "manage assigments" dialog with prefilled memo/payee fields with the values of the selected transaction.
The user then defines the rest of required fields (e.g. category, payment etc. ) and saves the new automatic assigment rule.
I believe, being able to create assigments rules from the transactions view is a "must have" for managing transactions and icreases productivity for the user.

Tags: automation
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
tags: added: automation
Maxime DOYEN (mdoyen)
summary: - wish: easily create automatic assigments
+ wish: easily create automatic assignments
Changed in homebank:
status: New → Confirmed
Maxime DOYEN (mdoyen)
summary: - wish: easily create automatic assignments
+ wish: mass prefill assignment from the register
Revision history for this message
TISSENDIER (ptissendier) wrote :

Please can you add the field "info" in search conditions in the "manage assigments" ?

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

what I am doing is a real mass prefill, like the actual create template faeture:
- you can select multiple txn
- then it will create an assignment prefilled with:
+ Search field = *PREFILLED* + memo
+ cat/pay/paymode prefilled with the one from each txn

then you could open the assignment dialog and easily find added rules and adjust it.

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.3.3
status: Confirmed → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.3.3 → 5.4
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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