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MoneyTools / MyMoney.Net

MyMoney is a rich client .NET ClickOnce application for managing your personal finances. It is written entirely in C# and is designed for programmers who want easy access to their data and who want to quickly and easily add their own features. Your data will not be locked up in some proprietary format, it is yours to do with as you like.
https://moneytools.github.io/MyMoney.Net/
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Transaction.originalPayee #118

Closed jpdup closed 3 months ago

jpdup commented 3 months ago

What is the Purpose of the field Transaction.originalPayee?

I looked at the .Net code and did not see anything obvious, I was expecting this field to be a snapshot of the original Payee that was first received from download, or before having the Payee mutated by user editing it or auto-renamed

clovett commented 3 months ago

This comment should help:

private string originalPayee; // before auto-aliasing, helps with future merging.

It remembers the downloaded version of the Payee field (e.g. from OFX download) so that next time you download these same transactions it is better at merging transactions (remember the visible Payee can be changed by auto-aliasing and so this helps).

You'll see this getting used in the PayeesMatch function.

jpdup commented 3 months ago

Yes, right. Thanks for confirming. The Windows version does not seem to expose/display the OriginalPayee anywhere for the user to see what it was before the Auto-Alteration, correct?

On the Flutter version, I'm about to embark on implementing a new UX that will allow more retro-adjustments of OriginalPayee to New-Value. This way, the user can change their mind or try out different scenarios. This request comes from @Max Kanter, a new user of Money.

I'm also going to keep track of OriginalPayee even if it was not originally obtained by OFX import.

clovett commented 3 months ago

Yep, sounds cool, there definitely have been times when I've needed that also when an Alias kicked in, but I disagree with the auto-aliasing and want to know what the original value was. I have been using the memo field to store that, but sometimes the memo is populated by the bank, so it's not always available. So yeah, an "undo alias" feature would be nice.