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Project60 / org.project60.banking

CiviCRM banking extension
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"pre-processor" for creating contacts after analysing and before executing suggestions #322

Open jensschuppe opened 3 years ago

jensschuppe commented 3 years ago

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).

jensschuppe commented 3 years ago

Possibly related to #140

bjendres commented 3 years ago

See https://github.com/systopia/de.systopia.xcm/issues/88