[Kmymoney-devel] [onlinebanking] proposals for improved usability

[Christian Dávid]

Am Freitag, 19. September 2014, 20:23:47 schrieb MK:
> > Do you mean the account numbers tab in in the payees view? 
> 
> Yes. Exactly.
> 
> > I am really
> > unhappy with a lot of thinks here (like the one you mentioned). 
> 
> What about providing a kind of converter to the user: Two columns with
> "old"  national transfer data on the left side and IBAN/BIC data on the
> right side. As the transition to IBAN is still in progress users do have a
> lot of account data in "old" style. Why not entering the old data on the
> left and convert it to valid IBAN on the right (or vice versa)? So you so
> not have to decide which kind of data is entered.

I wanted to keep the interface as generic as possible to allow other types of 
account numbers as well — other countries have other systems, or think of 
other kinds of "account numbers" like PayPal, credit-card numbers, the new 
Nigerian id card and whatever will come in future. Also: I will use this for 
the creditor identifier ("Gläubiger-Identifikationsnummer"). A converter was in 
my mind from the beginning but it is not a priority at the moment. I will 
solve the issues with the transfer process first.

> >> 3. The length limit of the "purpose" input box should be mentioned more
> >> prominent. The same applies to how many separate lines (4?) are allowed.
> > 
> > Do you have a suggestion how this could be done without overloading the
> > user interface?
> 
> With a pop-up message - just as you do it right now for the other input 
> fields. When a user tries to overload the "purpose" box - flash a warning 
> about the limits of the box.

That is a good idea, I'll see what I can do.

> >> 4. It's possible to circumvent the length limit by inserting text via
> >> CTRL- V.
> > 
> > This is intentional. The text which is too long should be marked in red.
> 
> OK. Perhaps some kind of explanation should be shown: "Please edit the 
> entered text to according to SEPA guidelines (4 lines with a max. of x 
> characters per line). Text marked in red is out of bounds and will be lost 
> when proceeding."

There is a warning. But maybe you have to scroll…

> >> 9. I filed a crash in bugtracker [kmymoney4] [Bug 338413]
> 
> Bug is fixed. Thanks! But still no saving of entered data...
> 
> Perhaps a validity check should be performed after entering IBAN/BIC values 
> for a payee.

I want to but a three (?) years old bug in QListView prevents me from doing 
so. This is the main reason the account numbers are no priority at the moment. 
There is another bug which is the second reason making me want to change to 
QML. But, as written before: no priority.

> >> - Editor complains about missing IBAN of account "", despite selected
> >> "order account"
> > 
> > I know, but I do not know where this is coming from  Has somebody an
> > idea?
> 
> I'm no programmer, but somehow the content of the account's IBAN variable 
> isn't read. I definitively entered a valid IBAN for this account.

Maybe. There are a couple or problems in my validation system…

> While typing an IBAN the text "IBAN is invalid" is shown. This is confusing 
> for the user in my opinion. The check should be performed and displayed
> _after_ a full IBAN has been entered. Perhaps show the message "IBAN still
> to short" while typing.

Good point. I'll do something about that.

> Question: 
> What is an "end-to-end reference"?

A new field in sepa transfers. You can find more information about it on the 
internet. But a good question is: how to handle that for non-experts (= our 
average user), maybe a good tooltip could be added (if somebody is interested 
to write it…).

> Question: 
> When entering a valid bank identifier in "national transfer" section, the 
> colour button turns yellow. What does that mean? 
> Furthermore, bank name is not filled out automatically as promised

My bank does not support national transfers anymore. So I pay little attention 
to it. In deed the auto completion is disabled at the moment. Can somebody 
tell me how long national transfers are going to be supported? If this is not 
worth the work, I will just drop them.

The yellow color indicates "Bank code not found in database" (because there is 
no database at the moment).

> Question: 
> Is it possible to query aqbanking for information whether the intended 
> transfer completed successfully? I created a transfer, clicked "send" and 
> cancelled pin query in aqbanking. The transfer now shows up as "sent to
> bank  - make a copy". In my opinion, one should be able to edit failed
> transfers - only completed transfers should be "locked".

I can distinguish some sources of error. If you are in the outbox and hover 
the status icon you should get a reason. The message you are referring to is a 
usability nightmare = I'll change that as soon as I have a better idea. But I 
am still not sure what I want to do with old (and send) transfers at all. I 
want to fix the other bugs first and then come back to this issue.

Just wondering : Did you use KMyMoney to actually send a credit transfer to 
your bank? Did you use chipTan/opticalTan/s at artTan? Both question are going to 
everyone, you can answer in German if you want to!

> Keep up the good work despite my bleating!

I'll continue the work but at a snail's pace. So be patient.