Bug 431794

Summary:	Graphs filtered to only include Brokerage accounts fail to include Brokerage account values
Product:	[Applications] kmymoney	Reporter:	Mark Medoff <markm10538>
Component:	reports	Assignee:	KMyMoney Devel Mailing List <kmymoney-devel>
Status:	RESOLVED WORKSFORME
Severity:	major	CC:	ralf.habacker
Priority:	NOR
Version:	5.1.1
Target Milestone:	---
Platform:	Other
OS:	Linux
Latest Commit:		Version Fixed In:
Sentry Crash Report:
Bug Depends on:
Bug Blocks:	488491
Attachments:	Test case

Description Mark Medoff 2021-01-18 20:13:27 UTC

SUMMARY
Customizing NET WORTH GRAPH fails to include selected brokerage accounts. Non-customized version includes all accounts.

STEPS TO REPRODUCE
1. Filter Graph by account. Unselect all accounts.
2. Select all Brokerage and Investment accounts.
3. Apply selections.

OBSERVED RESULT
Prior to filter, all account values are included.
After applying filter for Brokerage and Investment accounts, only Investment accounts are included.

EXPECTED RESULT
After filter, Brokerage and Investment accounts should be included on Graph

SOFTWARE/OS VERSIONS
Windows: 
macOS: 
Linux/KDE Plasma: 
(available in About System)
KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION

Comment 1 Ralf Habacker 2024-10-25 14:00:26 UTC

The user replied in a private e-mail:

> To work around that problem, I long ago changed the security purchase transaction to the converted value in local currency. 
> My file no longer has security purchases in foreign currencies.

Comment 2 Ralf Habacker 2024-10-27 06:51:35 UTC

(In reply to Ralf Habacker from comment #1)
> > To work around that problem, I long ago changed the security purchase transaction to the converted value in local currency. 
> > My file no longer has security purchases in foreign currencies.

This means that this problem is also related to multi-currency support.

Comment 3 Ralf Habacker 2025-02-26 22:03:31 UTC

Created attachment 178925 [details]
Test case

With the attached test case, the problem cannot be reproduced with the actual version 5.1.92.

Comment 4 Ralf Habacker 2025-02-26 22:23:54 UTC

(In reply to Ralf Habacker from comment #3)
> With the attached test case, the problem cannot be reproduced with the actual version 5.1.92.

Selected accounts such as investment accounts or brokerage accounts are excluded if the detail level on the “Rows/Columns” tab is set to “Group” or “Total”, which is the expected behavior. If there is still a problem with this, please reopen the ticket with detailed information to reproduce based on the attached test case.