Project60 / Project60/org.project60.banking
"pre-processor" for creating contacts after analysing and before executing suggestions
Nobody has claimed this yet.
- 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:
- an analyser that silently creates a contact when none could be identified
- 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
- 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
- Read the whole issue, then the project's contributing guide.
- Comment on the issue to say you are picking it up — it saves two people doing the same work.
- Fork the repository and make your change on a branch.
- 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