It would be very useful to have some checkbox like "Use as default category for this payee" when changing category of an operation. Reproducible: Always Steps to Reproduce: 1. Insert/import new operation 2. If there's a default category stored for the payee, it will be used for the operation 3. When specifying a category manually, there's checkbox "Use as default category for this payee" which associates/updates payee with the specified category Actual Results: Category is always empty by default and has to be manually specified. Payee--category relations could be managed from both Categories and Payees pages.
Hmmm, I am a bit reluctant on this one. We have the fast edit providing a good alternative, do we really need to add another function (and bloat) to cover this ?
Default categories function is not currently implemented at all, is it?
Nope, but we have something which is (IMHO) even more efficient, called "fast edition" : https://docs.kde.org/trunk5/en/extragear-office/skrooge/operations.html#fast_edition Have a look on this, and get back to us if you find it useful. I think it covers your need, plus other cases.
Fast editing looks useful indeed. However, in my case it would not take effect so much as I'm relying mostly on CSV imports to insert data.
Ah sorry, overlooked that you mentionned importing operations. In that case, you should use the "search and process" capabilities, as this is exactly what we designed it for :) 1. Define a rule setting the category for each payee for imported operations (https://docs.kde.org/trunk5/en/extragear-office/skrooge/search_and_process.html) 2. Configure skrooge to apply rules after import : "settings > configure skrooge > Import / Export > Apply rules on imported operations" Have a look in the real case study in the documentation, it might give you clearer directions : https://docs.kde.org/trunk5/en/extragear-office/skrooge/search_process_real_case.html I know that at first sight it might seem a bit overkill, but once you master it, you never want to go back again, I promise :) :) :)
Yes, this looks a bit overkill for such a simple operation. And managing these rules is not so easy either - I'd happily make a script to start creating these rules by big heaps of payees I have, but this is not possible. Also, what about a bit simpler users that cannot understand scripting or creating these powerful rules? :)
Hi, I am still thinking to this request. I would like to try to propose the better category automatically. Could you do this from the console to help me? 1- export SKGTRACEPERFO=1 2-skrooge 3-Open the page "Debug" 4-Execute the following sql order: SELECT S1.t_PAYEE, S1.t_REALCATEGORY, 100*S1.NB/S2.NBTOTAL AS POURCENT FROM (SELECT t_PAYEE, t_REALCATEGORY, count(1) AS NB FROM v_suboperation_consolidated GROUP BY t_PAYEE, t_REALCATEGORY) S1, (SELECT t_PAYEE, count(1) AS NBTOTAL FROM v_suboperation_consolidated GROUP BY t_PAYEE) S2 WHERE S1.t_PAYEE=S2.t_PAYEE AND POURCENT>90 Could you confirm the category is what you would like to see when the payee is entered?
Do you have an answer to my previous request?
Sorry about the delay. Yes, I'd like that category to be set automatically for payees.
Git commit 2c54e79b95dad6693d963160619a25cb80844e83 by Stephane Mankowski. Committed on 30/09/2015 at 20:35. Pushed by smankowski into branch 'master'. Default categories for payees M +1 -0 CHANGELOG M +7 -0 plugins/import/skrooge_import_csv/skgimportplugincsv.cpp M +4 -0 plugins/skrooge/skrooge_operation/skgoperation_settings.kcfg M +8 -0 plugins/skrooge/skrooge_operation/skgoperationpluginwidget.cpp M +1 -0 plugins/skrooge/skrooge_operation/skgoperationpluginwidget.h M +13 -5 plugins/skrooge/skrooge_operation/skgoperationpluginwidget_pref.ui M +27 -0 skgbankmodeler/skgdocumentbank.cpp M +7 -0 skgbankmodeler/skgdocumentbank.h M +2 -0 tests/skgbankmodelertest/skgtestimportcsv.cpp http://commits.kde.org/skrooge/2c54e79b95dad6693d963160619a25cb80844e83
Git commit fcd0c52fc03461f0725349ad790859a72c6ec320 by Stephane Mankowski. Committed on 25/11/2015 at 12:39. Pushed by smankowski into branch 'master'. default categories for payees M +2 -2 skgbankmodeler/skgdocumentbank.cpp http://commits.kde.org/skrooge/fcd0c52fc03461f0725349ad790859a72c6ec320