Add additional transaction properties #10

New Issue

2024-01-10T22:03:46Z

andrewlalis commented

2024-01-10 22:03:46 +00:00

(Migrated from github.com)

In addition to the basic properties:

amount
description
timestamp
linked accounts

There should be a variety of additional attributes for transactions to enable smarter categorization:

Vendor (if it's a purchase from a vendor) There should be a list of vendors stored in each profile, such that users can link multiple transactions to the same vendor.
Line-item specification: The user can specify that X amount of the total was spent on some individual product or service. For example, in a grocery receipt, the user could specify that 3.50 was spent on milk, or for a restaurant, the user could say that 2.50 was given as a tip to the server. This should make it better for categorizing and finding out spending on individual products.
Address of the purchase (if given)
Generic categories (user-editable with some sensible defaults) that categories can be put into, with the option for subcategories under that (but no further).
Custom user-defined tags that can be added.

In addition to the basic properties: - amount - description - timestamp - linked accounts There should be a variety of additional attributes for transactions to enable smarter categorization: - Vendor (if it's a purchase from a vendor) There should be a list of vendors stored in each profile, such that users can link multiple transactions to the same vendor. - Line-item specification: The user can specify that X amount of the total was spent on some individual product or service. For example, in a grocery receipt, the user could specify that 3.50 was spent on milk, or for a restaurant, the user could say that 2.50 was given as a tip to the server. This should make it better for categorizing and finding out spending on individual products. - Address of the purchase (if given) - Generic categories (user-editable with some sensible defaults) that categories can be put into, with the option for subcategories under that (but no further). - Custom user-defined tags that can be added.

andrewlalis commented

2024-01-29 23:52:49 +00:00

(Migrated from github.com)

Progress update: added basic support for vendor, category, and user-defined tags when creating or editing transactions. Still need to do the following:

Add support for line-items (this might require its own components)
Add a "vendors", "categories" page, for managing each respective collection of entities.
Improve the category selection to some sort of custom selector that shows the tree of categories.
Refactor the edit-transactions controller logic as it's getting too large for a single class.
Make use of categories, vendors, tags, etc. when searching transactions.

Progress update: added basic support for vendor, category, and user-defined tags when creating or editing transactions. Still need to do the following: - Add support for line-items (this might require its own components) - Add a "vendors", "categories" page, for managing each respective collection of entities. - Improve the category selection to some sort of custom selector that shows the tree of categories. - Refactor the edit-transactions controller logic as it's getting too large for a single class. - Make use of categories, vendors, tags, etc. when searching transactions.

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