Import transactions change proposal
Derek Atkins
warlord at MIT.EDU
Tue Feb 4 14:01:24 CST 2003
Chris Morgan <chrismorgan at rcn.com> writes:
> I'm skeptical of the quality of the auto matcher, both as a
> user and a developer. I suppose I still like the idea of
> being able to manually identify and move transactions if I
> choose to. I'm ok with not going this route right now but I
> do think users will find it useful.
Admittedly the auto-matcher right now isn't very good -- but it errs
on the side of false-negatives rather than false-positives.
> This one is pretty simple. If you have multiple transactions
> selected and want to process them in a batch then you'll have
> to settle for having each choice made apply to the entire
> batch. I don't think this is an unreasonable requirement.
The UI aspects are not as simple as you think. Benoit, Christian,
David, Chris, and myself spent endless hours on #gnucash and here
trying to come up with a reasonable UI. Some of the things we wanted
to do just are not possible (e.g. the widget cell-type). It may
_appear_ simple, but the devil is in the details.
> I wouldn't mind working on the interative processing of the
> transaction list. I'm at a loss as to how this would be
> implemented. Is is as simple as just calling the auto matcher
> routine after any transaction has been assigned to an account?
Benoit already laid out what needs to happen. Basically, yes, every
time the user manually sets the destination account for a transaction
you need to re-iterate through the list of transactions and update any
transaction that was not marked as "manually edited". Just make sure
you don't recurse ;)
Then, of course, we need to improve the match mapper -- right now it
only matches on full-strings. We would need to add logic to match on
partial strings, or perhaps even a scheme hook to allow the matching
to be a bit more pluggible. I think the API needs some more thought,
now that we have a bit more experience with it.
> Chris
-derek
--
Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
Member, MIT Student Information Processing Board (SIPB)
URL: http://web.mit.edu/warlord/ PP-ASEL-IA N1NWH
warlord at MIT.EDU PGP key available
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