Project60 / Project60/org.project60.banking

Account name in Bank Statement overview

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Dominant language
PHP
Stars
22
Forks
45
Avg merge
3d 15h
Merged PRs (30d)
7

Description

We are processing transactions from multiple bank accounts in Civi. But we can't manage to get the account name in the statement overview screen. Nor can we select on the bank account name.

What we did: We created the bank account for the receiving party in the contact screen

Where is this account name defined?

Contributor guide

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First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

No file, test, or entry point is identified. Start by locating the statement overview and bank-account display or selection path in the extension, then reproduce the multi-account case described. Done means the receiving party's bank account name is visible and selectable in the overview.

Written by the indexing model from the issue text.

Assessment

Tech stack
php
Domain
backend
Issue type
Bug
Difficulty
4/5
Estimated time
3-5 days
Activity status
Stale
Clarity
Needs clarification
Newbie friendliness
25/100

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