Project60 / Project60/org.project60.banking

"pre-processor" for creating contacts after analysing and before executing suggestions

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#322 2 comments 0 reactions 0 assignees View on GitHub

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

Description

There should be means for creating a contact with data extracted from the transaction within the Review UI, this could be:

  1. an analyser that silently creates a contact when none could be identified
  2. a separate button that opens up a "Create contact" form, similar to the "Create contribution" in the Default options matcher, and re-analyses the transaction afterwards
  3. a separate button that creates a contact without showing a form and re-analyses the transaction afterwards

Numer 2. seems most appropriate since contact info could be reviewed and altered before saving, while 1. and 3. would be restricted to contact data that an analyser has prepared beforehand.

This should be made compatible to systopia/de.systopia.xcm, with a configurable profile (globally or individually for each transaction).

Contributor guide

No contributing guide indexed for this repository

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

Start by locating the Review UI and the existing "Create contribution" flow in the Default options matcher. Then inspect how the extension integrates with systopia/de.systopia.xcm and how configurable profiles are represented. Done means agreeing on one contact-creation workflow, supporting the profile scope requested, and re-analysing the transaction afterward.

Written by the indexing model from the issue text.

Assessment

Tech stack
php
Domain
full-stack
Issue type
Feature
Difficulty
5/5
Estimated time
Over a week
Activity status
Stale
Clarity
Needs clarification
Newbie friendliness
25/100

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