Feature Request: creating Payees "on the fly"

Bug #140506 reported by Trouilliez vincent
2
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN
homebank (Ubuntu)
Fix Released
Undecided
Maxime DOYEN

Bug Description

Binary package hint: homebank

I have just started using homebank, and I have suggestion for a little improvement of the GUI:

When I create a new transaction, and the "payee" doesn't already exist in the list, I must cancel the transaction, close the account window, go back to the main window, click on "Payee" in the toolbar, create the new payee, then open my account again, and recreate the transaction from the start... not very convenient ! ;-)

What would be great (and I think Grisbi does it), is to be able to create new payes "on the fly", from within the transaction Window ! :-)
For example, in the drop down list of payees, you could add an entry called "Create a new Payee", which would pop up a little dialog box to let you enter the name of the new payee, then you click "OK", and the name of the new payes automatically appears in the transaction window. Or maybe you could replace the drop down list by another widget, one tha thas a text field, so that one can type the name of a paee in it, and if the payee doesn't exist, homebank could pop up a little windows saying: "The payee "foobar" doesn't exist, would you like to create it now ? Yes/Cancel".

something like that ;-)

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

This feature is on the run.
The new payee widget will have autocompletion and will ask the user to create a payee if not existing.
Will be on v3.6.

Changed in homebank:
assignee: nobody → mdoyen
status: New → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → mdoyen
importance: Undecided → Low
status: New → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Low → Wishlist
status: In Progress → Confirmed
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

This feature is delayed to next release.

Changed in homebank:
status: In Progress → Confirmed
status: In Progress → Confirmed
Revision history for this message
Justin J Stark (justinjstark) wrote :

I asked for this in blueprints. Grisbi [grisbi.org] handles this functionality very nicely if you want to see a good example of how it's done.

Revision history for this message
Justin J Stark (justinjstark) wrote :

PS: I hope you make this work for categories also although it is not as important. Thanks.

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

It's done for v4.0. Alpha1 to come soon I hope.

I mean for both payee and categories.
Adding to that I added autocompletion also.

Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
status: In Progress → Fix Committed
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

Released in v4.0.

Changed in homebank:
status: Fix Committed → Fix Released
status: Fix Committed → Fix Released
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