Bug 421872

Summary:	Request for enhancement (RFE) for ledger data entry and update of category when payee name changes.
Product:	[Applications] kmymoney	Reporter:	Mark <mwvdump01>
Component:	general	Assignee:	KMyMoney Devel Mailing List <kmymoney-devel>
Status:	RESOLVED NOT A BUG
Severity:	wishlist	CC:	mwvdump01, ostroffjh
Priority:	NOR
Version:	5.0.8
Target Milestone:	---
Platform:	Other
OS:	Linux
Latest Commit:		Version Fixed In:
Sentry Crash Report:

Description Mark 2020-05-21 17:21:03 UTC

SUMMARY


STEPS TO REPRODUCE
1. Open ledge for bank account.
2. Edit an entry and replace the Payee name with a saved Payee name.
3. Tab to the blank category field.
4. Type in the proper category information
5. Save the update.

OBSERVED RESULT

When I get to the blank category field, it has me type in the category for the transaction.


EXPECTED RESULT

What I'd like KMyMoney to do is to populate the blank category with the last category that same payee was associated with.  Perhaps a dropdown list might show if there is more than one category associated with the saved Payee name.

Perhaps a system configuration checkbox that might allow the user to configure whether or not the category changes (when not blank) to a new category related to the new Payee name entered.   You might default to keep the existing category and allow the user to change the setting to allow for automatic update.

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

Comment 1 Mark 2020-05-21 17:25:25 UTC

Please cancel this wishlist request.  It seems that Payee allows us to set a default category.  This should do what I request, though it would be nice if this was automatic.

Comment 2 Jack 2020-05-21 19:39:54 UTC

You should be able to close your own bugs by changing the status, but I'll take care of this later today, unless you want to change it to a wishlist.  In that case, please suggest exactly how you would like it to behave.