wish: txn status display to button and/or add icon

Bug #1847622 reported by David McAuliffe
60
This bug affects 6 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

Homebank 5.3-rc
GTK+ 3.24.5
Win10Pro, up to date

Transaction editor window- 5.3-rc changed "Status" selector from buttons to drop-down menu:

Please reconsider this change. It now takes two clicks and a mouse movement down the menu to select an option. Before it was just a single click- simpler, easier and obvious. Add those extra movements up when reconciling an account, and it becomes a lot of extra movements.

Revision history for this message
Maxime DOYEN (mdoyen) wrote : Re: 5.3-rc: transaction editor: "Status drop" down menu

I revert to a dropdown (like it was in a not so far past) with the addition of void status, as the radio was then too wide, so with the goal to gain some width.

What I may consider is to move again to a radio button but with icon and text as tooltip.

summary: - Transaction editor: "Status drop" down menu
+ 5.3-rc: transaction editor: "Status drop" down menu
Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.3
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Something like that ?

Changed in homebank:
status: New → In Progress
Revision history for this message
David McAuliffe (propadog) wrote :

Thanks for looking at this!

It's better for sure. It's a simple task and should be a one-click operation. A drop down isn't.

Just a thought: have you checked to see how often the VOID button is used? Maybe that could be shifted out, because it's voiding the entire transaction, not changing its status... Then you've got more button room.

Cheers!

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

BTW? the status change is also manageable from the register, no need to open every txn to do that.

void status is new to 5.3
Hb do not collect any usage metrics
I disagree: void is a status

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
Revision history for this message
David McAuliffe (propadog) wrote :

My business and law degrees and my tax authorities say Void is a cancellation, not a status, but we probably have different accounting standards.

As for changing from the register- how? A right click gives no options, a double click open the transaction, and back to the drop-down.

It's not a big problem. Just looking at it from the user perspective. Please continue your good work!

Revision history for this message
Neil Giles (ng50) wrote :

Maxime, I can't see a problem with the text being shown for each button with the form width being increased and if too small change to the icons? (I prefer the text buttons)

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

@David:
about void: there is the real world (of finance) with it standard and complexity and the implementation in software, which may aggregate things.
remind and void are different state of a txn, so I choose to put it into the status.

mass change from register: you have clear and reconcile button in the bottom toolbar (until you have hidden it)

@Neil:
People will have different preference for sure. With previous 4 buttons was already too wide on some language, depending on the language the dialog was too wide, so let's keep the icon, which BTW have the advantage of being visual, already know (void is new) and don't require to read the text, text that still available as a tooltip.

Icons seem to be the best compromise for contained width and usability.

Revision history for this message
David McAuliffe (propadog) wrote :

Maxime, thank you for lecturing me on accounting. I will hand in my practicing certificate on Monday. Obviously my education was wasted. I had better let my clients know.

Good luck with your program.

Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.3 → none
status: In Progress → New
summary: - 5.3-rc: transaction editor: "Status drop" down menu
+ transaction editor: "Status drop" down menu
Revision history for this message
Maxime DOYEN (mdoyen) wrote : Re: transaction editor: "Status drop" down menu

from #1859903

Loving some of the new features in the latest release of 5.3! Thanks so much Maxime for all your great work!

This is a minor wish - can we get the status icons displayed in the selection drop down? I think it would help with usability, and it looks natural in the drop down. I've attached a mock up of what I mean.

Thanks!

Maxime DOYEN (mdoyen)
summary: - transaction editor: "Status drop" down menu
+ wish: transaction editor: "Status drop" down menu
Maxime DOYEN (mdoyen)
summary: - wish: transaction editor: "Status drop" down menu
+ wish: txn status display + add icon
Maxime DOYEN (mdoyen)
summary: - wish: txn status display + add icon
+ wish: txn status display to button and/or add icon
Revision history for this message
Lionel KOMSA (knel) wrote :

Your proposition in message https://bugs.launchpad.net/homebank/+bug/1847622/comments/2 will be perfect.
Thanks for your consider.

Revision history for this message
Marcos (marrib-deactivatedaccount) wrote :

Absolutely would your suggestion in comment https://bugs.launchpad.net/homebank/+bug/1847622/comments/2 be the perfect solution!

Maxime DOYEN (mdoyen)
tags: added: us
tags: added: usa
removed: us
tags: added: usability user-interface
removed: usa
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.5
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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