Bug 432948

Summary: Where possible, all Reports should distinguish Stocks, Mutual Funds, and Bonds, but don't call them all Stocks
Product: [Applications] kmymoney Reporter: gnull <ggbb>
Component: generalAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist    
Priority: NOR    
Version: 5.1.1   
Target Milestone: ---   
Platform: Microsoft Windows   
OS: Microsoft Windows   
Latest Commit: Version Fixed In:
Sentry Crash Report:

Description gnull 2021-02-14 19:58:27 UTC 
SUMMARY

I have noticed that Funds and Bonds are wrongly reported as Stocks into several Reports.
This was happening first for me onto Kmymoney 5.0.8 (ab31752dd) and 5.1.0 (4fedaa296)
I have then upgraded to version 5.1.1-2c2b1db2cn , installed from file kmymoney-5.1-888-windows-msvc2019_64-cl
But no change

My OS : Windows 10
Date bug encountered : 02/01/2021, but I think issue is older than this.


STEPS TO REPRODUCE
1. Create investment as Stock
2. Create investment as Mutuaf Fund
3. Create investment as Bond
4. Use reporter module, with report listed above 

OBSERVED RESULT
Example of wrong reports

Net Worth / Account Balances by Type :
Funds are reported as Stock,
Stocks are reported as Stock,
Bonds are reported as Stock,

Investments / Investment Capital Gains by Type :
Funds are reported in a separated paragraph« Mutual Funds »,
Stocks are reported as Stock
Bonds are not reported at all (5.0.8) then back and reported as Bonds (5.1.1)

Investments / Investment Holdings by Type
Funds are reported as Stocks ,
Bonds are reported as Stocks
Stocks are reported as Stock


EXPECTED RESULT
In all reports Funds should be reported as Funds, Stocks as stocks, and Bonds as Bonds

Example of correct reports
Into the following report the breakdown is correctly done

Investments / Investment Performance by Type :
Funds are reported as « Mutual Funds »,
Stocks are reported as Stock
Bonds are reported as Bond


SOFTWARE/OS VERSIONS
Windows: Windows 10

KDE Plasma Version: 
KDE Frameworks Version: 
Qt Version: 

ADDITIONAL INFORMATION
Comment 1 Jack 2021-02-16 23:59:20 UTC 
This is not really a bug, but an unfortunate terminology issue.  In this case "Stock" refers to the type of account (e.g., cash, savings, credit card, ...) and  not the type of security held in that account.  
I'll give some time for more comments, but I'll probably convert this to a wishlist, requesting that on these reports, account type should be taken (perhaps optionally) to include security_type for any stock accounts.  This would only be possible since a stock account only holds a single security.  However, I do not know how easy or difficult this would be to program.
Another option would be to create a similar report, but only for stock accounts, broken down by security type.
This is just another facet of the difficulty of finding a clear and consistent terminology when dealing with stocks/equities/shares/...
Comment 2 Jack 2021-12-04 01:53:33 UTC 
Per my previous comment, I'm altering the subject and changing to a wishlist.