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mcmpp avatar mcmpp commented on June 11, 2024

Hi @AlwinEgger

I was working on this issue and I need a second opinion. I have no issue with the second item. However, the account holder is right now prefilled with the description of the client. This description is composed by the lastname + firstname and used in multiple places. I would not like to change it to firstname + lastname. I could prefill the account number with the firstname + lastname of the first contact person if no other reference is provided. What do you think?

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AlwinEgger avatar AlwinEgger commented on June 11, 2024

Picking the first person is not a good choice. Imagine an association or a WG having a bank account. Then use need to be able to replace the 'firstname' 'lastname' pattern by the name of the entity. This is why we introduced it that way in the first place. The description field on the customer may be changed in case there is more than one contact person.

The problem is, that this will be confusing for the existing users. We might replace the description with the new pattern with a script for all customers with just one contact person. But all others will be replaced manually to match the new idea...

So @ClSchreiber what do you think?

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