You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
When classifying payments right now, only outgoing payments are of interest, because those are the ones, that get drawn into a chart in EvaluationView.
There are at least 2 other types of payments, that are of interest to the human operator:
ignoring payments
incoming
Ignoring is relevant, to handle incomplete data sets. For example, if only a subset of accounts is imported, transfers between those could be ignored, in order to not skew the overall outgoing/incoming.
Classifying incoming and outgoing is not necessary, since that distinction is already part of the dataset.
If the ignored state was part of the data set, then classifications could be generalized into something that:
filters data rows by some rule (query)
then applies some value to some cell of the row, identified by column name
For example, the current classification behavior can be thought of as a special case of the above:
rows get filtered by query
value in tag field gets applied to a cell in the row, that is identified by the "Tags" column name
Tangential idea: if queries would support capturing groups, those could be used to construct values in classifications.
Proposal:
add "ignored" column to data
replace "Tag" input field with
"Value" input field and "Column name" selection field
The pre-selected column name is "Tags", so that current workflow stays identical
Remaining challenge to solve:
Tags are of type String (or technically "List of Tags, encoded as semicolon separated Strings").
When the column name points to a column of different type (e.g. "Ignored", presumably of type boolean), how should the "Value" input field behave?
The text was updated successfully, but these errors were encountered:
When classifying payments right now, only outgoing payments are of interest, because those are the ones, that get drawn into a chart in
EvaluationView
.There are at least 2 other types of payments, that are of interest to the human operator:
Ignoring is relevant, to handle incomplete data sets. For example, if only a subset of accounts is imported, transfers between those could be ignored, in order to not skew the overall outgoing/incoming.
Classifying incoming and outgoing is not necessary, since that distinction is already part of the dataset.
If the ignored state was part of the data set, then classifications could be generalized into something that:
For example, the current classification behavior can be thought of as a special case of the above:
Proposal:
Remaining challenge to solve:
Tags are of type String (or technically "List of Tags, encoded as semicolon separated Strings").
When the column name points to a column of different type (e.g. "Ignored", presumably of type boolean), how should the "Value" input field behave?
The text was updated successfully, but these errors were encountered: