https://bugs.kde.org/show_bug.cgi?id=374352
Thomas Baumgart changed:
What|Removed |Added
Latest Commit|https://commits.kde.org/kmy
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #25 from Thomas Baumgart ---
Git commit f642c1913c2272429a08483acaee0162f958ef3b by Thomas Baumgart.
Committed on 07/01/2017 at 08:02.
Pushed by tbaumgart into branch 'master'.
Add exact payee name match option
The
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #24 from Peter J. Farley III ---
(In reply to Thomas Baumgart from comment #23)
> Sorry, in this case your test case is wrong. To get what you want do
> I know, this is not an easy to use solution, but it will be
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #23 from Thomas Baumgart ---
Sorry, in this case your test case is wrong. To get what you want do
1) create new .kmy file
2) create new payee named "Chec" and select "Matching on on a name listed
below" and enter
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #22 from NSLW ---
I tested this patch as follows:
1) create new .kmy file
2) create new payee named "Chec" and select "Matching on Payee name"
3) create import profile for "KMY_TST_BUG_374352.csv"
4) import
https://bugs.kde.org/show_bug.cgi?id=374352
Thomas Baumgart changed:
What|Removed |Added
Latest Commit|https://commits.kde.org/kmy
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #20 from Thomas Baumgart ---
This probably needs some adjustment of the documentation as there is a
difference for the initial value for this setting between "manually created by
the user" and "automatically created
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #19 from Peter J. Farley III ---
Thomas, I note this statement in the link you provided to "Transaction Matching
Settings":
No Matching. Disables the feature for this payee. This is the default setting
for all
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #18 from Peter J. Farley III ---
I would be happy for a solution that required me (the end user) to signal "do
not match this Payee, take it literally as written", perhaps with a leading
special character that would
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #17 from NSLW ---
(In reply to Thomas Baumgart from comment #16)
> See
> https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.payees.
> personalinformation.html#idm45525669640480 The given example
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #16 from Thomas Baumgart ---
See
https://docs.kde.org/stable4/en/extragear-office/kmymoney/details.payees.personalinformation.html#idm45525669640480
The given example will not work anymore. And I have plenty of those.
If
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #15 from NSLW ---
(In reply to Thomas Baumgart from comment #14)
> I might have to revert this last change by Lukasz because it changes the
> behavior of the matching process and may break existing
https://bugs.kde.org/show_bug.cgi?id=374352
Thomas Baumgart changed:
What|Removed |Added
Status|RESOLVED|REOPENED
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #13 from NSLW ---
(In reply to Jack from comment #6)
> Given the process that you need to follow, based on what your bank provides,
> it seems that the problem is likely as Allan suggested - if the payee
>
https://bugs.kde.org/show_bug.cgi?id=374352
NSLW changed:
What|Removed |Added
Latest Commit|https://commits.kde.org/kmy
https://bugs.kde.org/show_bug.cgi?id=374352
NSLW changed:
What|Removed |Added
Resolution|--- |FIXED
Version Fixed In|
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #10 from Peter J. Farley III ---
Creating the several "Transfer From/to ..." and the "Check" Payees ahead of the
import and setting them to "No Matching" did not help resolve this issue.
When you import the test
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #9 from Peter J. Farley III ---
Created attachment 103109
--> https://bugs.kde.org/attachment.cgi?id=103109=edit
CSV export of same transactions with all "Transfer" Payees as initially desired
This is a CSV
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #8 from Peter J. Farley III ---
Created attachment 103108
--> https://bugs.kde.org/attachment.cgi?id=103108=edit
CSV Export of checking account after inmporting test input file
Imported transactions with Payee
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #7 from Peter J. Farley III ---
Created attachment 103107
--> https://bugs.kde.org/attachment.cgi?id=103107=edit
Test CSV file for demonstrating bug behavior
Import this test file to an empty checking account
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #6 from Jack ---
Given the process that you need to follow, based on what your bank provides, it
seems that the problem is likely as Allan suggested - if the payee "Check" got
created first, then based on
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #5 from Peter J. Farley III ---
When I begin this import process there are NO PAYEES AT ALL and no transactions
at all in the system, so there are no Payee settings to begin with. This first
import process
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #4 from allan ---
(In reply to Jack from comment #3)
> Please note that the import is not changing any names, it is matching the
> imported row to an existing payee - albeit not the one you want. As Allan
> asked -
https://bugs.kde.org/show_bug.cgi?id=374352
Jack changed:
What|Removed |Added
CC|
https://bugs.kde.org/show_bug.cgi?id=374352
--- Comment #2 from allan ---
Also, would you say how you have setup matching for the troublesome payee/s.
It may require some tuning.
Allan
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https://bugs.kde.org/show_bug.cgi?id=374352
NSLW changed:
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