mirror of
https://github.com/actualbudget/actual.git
synced 2026-07-16 07:04:23 -05:00
[GH-ISSUE #195] "Create Rule" from payees modal does not add conditions #49244
No Assignees
Notifications
Due Date
No due date set.
Dependencies
No dependencies set.
Reference: github-starred/actual#49244
Reference in New Issue
Block a user
Delete Branch "%!s()"
Deleting a branch is permanent. Although the deleted branch may continue to exist for a short time before it actually gets removed, it CANNOT be undone in most cases. Continue?
Originally created by @winklevos on GitHub (Aug 21, 2022).
Original GitHub issue: https://github.com/actualbudget/actual/issues/195
When using "Create Rule" button from the payees modal I would expect the rule to populate the condition for that payee. This doesn't occur, meaning you need to manually add it, the modal has no context so you would also need to remember the payee to search.
Browser: firefox
Version: https://hub.docker.com/r/kippenhof/actual-server
Confirmed the same behaviour locally building from master
I would expect
@rich-howell commented on GitHub (Aug 22, 2022):
Hey @winklevos
I am not sure this is a bug, but I will go ahead and mark it as such for the time being until it can be confrirmed either way.
Cheers
@winklevos commented on GitHub (Aug 22, 2022):
Only reason I have the expectation it would populate is because there is a "create rule" button for each payee row. So seemed context bound.
Might be another UX thing if it was never intended
@Kidglove57 commented on GitHub (Aug 23, 2022):
I am a bit puzzled. I have just entered two transactions in Actual for long standing payees and the category populated itself automatically - no problems. This is possibly becomes I am a long term user of Actual. My understanding has always been that Actual watches for a pattern over several transaction entries for a particular payee and only then starts to auto populate the category. Of course I never want an Amazon payee to do this because the category is different every time, so I manually switch it off for some payees (by setting the category in the rule to "nothing"). On a number of occasions I have also edited a particular payee to add the categorisation or note rule that I really want.
What I have not been able to find out is the exact logic for when a rule gets added to a payee. I just added the same new payee test transaction three times in a row and no rule was created so I am guessing it is more complex than that!
@rich-howell commented on GitHub (Aug 23, 2022):
@Kidglove57 This is exactly how I understood that it worked, try creating a transaction for a fictional payee, I bet you don't get a rule created.
@Kidglove57 commented on GitHub (Aug 23, 2022):
Correct - and that is exactly what I was testing. Nor does it create a category for a payee I have only used once before. But no problem in overriding that if I want to - by adding a rule right away.
Sometimes I find it really annoying when auto categorisation takes place and I have to override it!
@winklevos commented on GitHub (Aug 23, 2022):
I think you're meaning to comment related to https://github.com/actualbudget/actual/issues/196.
This ticket is a UX thing unrelated to auto creation of rules
@Kidglove57 commented on GitHub (Aug 23, 2022):
Thank you for linking the two issues. Sorry for the confusion
@Kidglove57 commented on GitHub (Aug 23, 2022):
Returning to the issue actually raised here - I totally see the point made about the payee not auto populating when creating a rule relating to that payee. I agree that this would be expected behaviour. I see that there is the option to add multiple conditions ("is" or "one of") before applying any particular action so possibly this is an unintended consequence of the flexibility given by the rule structure?
@carkom commented on GitHub (Feb 2, 2023):
I'm on version 23.1.12 with image
ghcr.io/actualbudget/actual-server:latestand I am still experiencing this issue. Can anyone help?@rich-howell commented on GitHub (Feb 2, 2023):
This will be available in the next release of Actual. You can find everything available in the current release, here https://actualbudget.github.io/docs/Release-Notes/