Bug 421302 - The ability to create aliases for accounts to assist with import
Summary: The ability to create aliases for accounts to assist with import
Status: RESOLVED FIXED
Alias: None
Product: skrooge
Classification: Applications
Component: general (show other bugs)
Version: 2.20.0
Platform: Ubuntu Linux
: NOR wishlist
Target Milestone: ---
Assignee: Stephane MANKOWSKI
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2020-05-10 17:57 UTC by machtyn
Modified: 2021-01-17 19:17 UTC (History)
1 user (show)

See Also:
Latest Commit:
Version Fixed In:
Sentry Crash Report:


Attachments
attachment-23625-0.html (1.12 KB, text/html)
2020-11-28 18:08 UTC, machtyn
Details
attachment-19549-0.html (1.67 KB, text/html)
2020-12-01 19:55 UTC, machtyn
Details
image.png (84.07 KB, image/png)
2020-12-06 20:44 UTC, machtyn
Details
attachment-2978-0.html (1.29 KB, text/html)
2021-01-17 19:17 UTC, machtyn
Details

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Description machtyn 2020-05-10 17:57:10 UTC
SUMMARY
The ability to create aliases for accounts to assist with import

STEPS TO REPRODUCE
1. When importing a QFX file from one of my banks, the bank's file does not include the full account number, but X's out the first 5 or so numbers (Say my bank account number is 5823485, the bank will send it as XXXX485)
2. During import of that file, instead of associating the new data to my existing account, a new account is created
3. I must take extra steps to merge the new account to the existing account. (such as setting the new account's balance to 0, then merging) 

DESIRED RESULT
1. Assign an existing account an alias
2. During import of an account's information, if the account cannot be found, then the alias is checked for a match.
3. If a match is found, import into that account


SOFTWARE/OS VERSIONS
Linux/KDE Plasma: Ubuntu 18.04.4 (guest system in VirtualBox VM)
Skrooge: 2.22.1
KDE Frameworks Version: 5.44.0
Qt Version: 5.9.5

ADDITIONAL INFORMATION
Comment 1 Stephane MANKOWSKI 2020-11-28 17:09:49 UTC
Git commit 640086d9bad0ea20118fa2d9fe63b72f069d9031 by Stephane MANKOWSKI.
Committed on 28/11/2020 at 17:09.
Pushed by smankowski into branch 'master'.

The ability to create aliases for accounts to assist with import

M  +1    -0    CHANGELOG
M  +1    -0    doc/index.docbook
M  +1    -1    doc/kde_docbook
M  +2    -1    plugins/import/skrooge_import_ofx/skgimportpluginofx.cpp
M  +2    -0    skgbankmodeler/skgimportexportmanager.cpp
A  +11   -0    tests/input/skgtestimportcsv/XXXX485.csv
A  +92   -0    tests/input/skgtestimportofx/XXXX485.ofx
M  +30   -0    tests/skgbankmodelertest/skgtestimportcsv.cpp
M  +24   -0    tests/skgbankmodelertest/skgtestimportofx.cpp

https://invent.kde.org/office/skrooge/commit/640086d9bad0ea20118fa2d9fe63b72f069d9031
Comment 2 Stephane MANKOWSKI 2020-11-28 17:12:01 UTC
Hi,

I did a fix.
As described in documentation, you can now add a property named "alias" with the value "XXXX485" on the account and Skrooge will match this account when searching XXXX485.

I hope this is what you expect.
Regards.
Comment 3 machtyn 2020-11-28 18:08:03 UTC
Created attachment 133707 [details]
attachment-23625-0.html

Ooh! Nice!  I'll give this a try tomorrow.

Merci,
Jeff


On Sat, Nov 28, 2020 at 12:12 PM Stephane MANKOWSKI <
bugzilla_noreply@kde.org> wrote:

> https://bugs.kde.org/show_bug.cgi?id=421302
>
> --- Comment #2 from Stephane MANKOWSKI <stephane@mankowski.fr> ---
> Hi,
>
> I did a fix.
> As described in documentation, you can now add a property named "alias"
> with
> the value "XXXX485" on the account and Skrooge will match this account when
> searching XXXX485.
>
> I hope this is what you expect.
> Regards.
>
> --
> You are receiving this mail because:
> You reported the bug.
Comment 4 machtyn 2020-12-01 19:55:06 UTC
Created attachment 133786 [details]
attachment-19549-0.html

I've tried to update (I'm on ubuntu).  But there does not appear to be an
update in the s-mankowski/ppa-kf5 repository.

Thanks,
Jeff

On Sat, Nov 28, 2020 at 1:07 PM Jeff Gosnell <machtyn@gmail.com> wrote:

> Ooh! Nice!  I'll give this a try tomorrow.
>
> Merci,
> Jeff
>
>
> On Sat, Nov 28, 2020 at 12:12 PM Stephane MANKOWSKI <
> bugzilla_noreply@kde.org> wrote:
>
>> https://bugs.kde.org/show_bug.cgi?id=421302
>>
>> --- Comment #2 from Stephane MANKOWSKI <stephane@mankowski.fr> ---
>> Hi,
>>
>> I did a fix.
>> As described in documentation, you can now add a property named "alias"
>> with
>> the value "XXXX485" on the account and Skrooge will match this account
>> when
>> searching XXXX485.
>>
>> I hope this is what you expect.
>> Regards.
>>
>> --
>> You are receiving this mail because:
>> You reported the bug.
>
>
Comment 5 Stephane MANKOWSKI 2020-12-06 11:48:46 UTC
The version 2.24.6 is published on by ppa.
Comment 6 machtyn 2020-12-06 20:44:20 UTC
Created attachment 133907 [details]
image.png

I'm getting the following error when trying to update.  (If I need to move
this to a new bug, please let me know.)

[image: image.png]


On Sun, Dec 6, 2020 at 6:48 AM Stephane MANKOWSKI <bugzilla_noreply@kde.org>
wrote:

> https://bugs.kde.org/show_bug.cgi?id=421302
>
> --- Comment #5 from Stephane MANKOWSKI <stephane@mankowski.fr> ---
> The version 2.24.6 is published on by ppa.
>
> --
> You are receiving this mail because:
> You reported the bug.
Comment 7 Stephane MANKOWSKI 2020-12-06 20:49:06 UTC
You didn't use the right ppa.
See https://skrooge.org/download
You must use ppa-kf5
Comment 8 machtyn 2021-01-17 19:17:10 UTC
Created attachment 134971 [details]
attachment-2978-0.html

I finally got this working after I gained some understanding. I got the
correct version of Skrooge, but was still having an issue. What I didn't
realize is that the Property sidebar was explicitly associated with the
currently selected account. I got the alias created for my account, did an
import, and it worked correctly.

Thanks!
Jeff Gosnell

On Sun, Dec 6, 2020 at 3:54 PM Stephane MANKOWSKI <bugzilla_noreply@kde.org>
wrote:

> https://bugs.kde.org/show_bug.cgi?id=421302
>
> --- Comment #7 from Stephane MANKOWSKI <stephane@mankowski.fr> ---
> You didn't use the right ppa.
> See https://skrooge.org/download
> You must use ppa-kf5
>
> --
> You are receiving this mail because:
> You reported the bug.