wish: complete third part account (compte tiers plus complet)

Bug #628777 reported by philippe Rasquinet
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Expired
Undecided
Unassigned

Bug Description

this is a wish: I use homebank for a small non profit association
my configuration: standart version of homebank used in the native packages for ubuntu 10.4
 the only feature that is missing, in my mind, is a complete identification for the third part accounts ( in french "compte tiers")
So we can easely identify the name, adress, email adress
Do you think it's hard/possible to develop within the program ou with a plugin or an add-on or any other software solution?
it should be great.

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

Do you mean you need to add name, address, email and other identification information for Payee into HomeBank ?

Maxime DOYEN (mdoyen)
Changed in homebank:
status: New → Incomplete
Revision history for this message
philippe Rasquinet (philippe-plumes-et-calames) wrote :

yesn, sorry: due to a crash disk , I didn't received the confirmation mail of your question:

indeed a real adress book in relation with the third part account will be very useful

in french:
oui, lier le champ de compte tiers à une base de donnée de personnes de références avec les adresses etc serait formidablement utile

Revision history for this message
philippe Rasquinet (philippe-plumes-et-calames) wrote :

the field is the one indicated " tiers" in the attachment

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

Ok, so just adding some fields to the payee would be sufficient.

Let's consider adding the following fields:
- address (postal)
- email
- phone ?
- fax ?
- note ?

What do you think ?
And this information would only appear into the payee dialog, or do you think about displaying it somewhere else either ?

Revision history for this message
philippe Rasquinet (philippe-plumes-et-calames) wrote :

really, you should do this?

- address
- zip code
- town
- country ( such as usa, belgium, etc...)
- email
- phone
- fax
- group
- note

and... er... with an import/export tool from CSV file ( please?)

this should open a door to a connexion to open office file

tell me if I can help you in any way ( translating, for exemaple)

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

I just collect you request, then I will evaluate what to do.
btw: what is 'group' for ?
As import/Export is already a feature of payee, the fields will be part of it as well.

Revision history for this message
philippe Rasquinet (philippe-plumes-et-calames) wrote :

group ?
it can be a kind of filter for what you , such as, for exemple "member of the association", "teacher", "purchaser"
do you see what I mean?

Revision history for this message
philippe Rasquinet (philippe-plumes-et-calames) wrote :

er... there is missing one word or two, sorry, I can't edit

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

Ok. I will study this.

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
status: Incomplete → Confirmed
Maxime DOYEN (mdoyen)
tags: added: data-structure
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 4.6
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

A propos, si ces infos seraient ajoutées sur chaque Tiers, a quoi vont-elles servir ?
(ou serais-elles affichées)?

Changed in homebank:
status: Confirmed → Incomplete
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.0 → none
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Wishlist → Undecided
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: Maxime Doyen (mdoyen) → nobody
Revision history for this message
Launchpad Janitor (janitor) wrote :

[Expired for HomeBank because there has been no activity for 60 days.]

Changed in homebank:
status: Incomplete → Expired
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