Bug 504114

Summary: Reports: show balance button: can the configure report button include the start date of the chart
Product: [Applications] kmymoney Reporter: jesse <jvapr27>
Component: reportsAssignee: KMyMoney Devel Mailing List <kmymoney-devel>
Status: REPORTED ---    
Severity: wishlist CC: ralf.habacker
Priority: NOR    
Version First Reported In: 5.1.95   
Target Milestone: ---   
Platform: Appimage   
OS: Linux   
Latest Commit: Version Fixed In:
Sentry Crash Report:

Description jesse 2025-05-12 18:26:41 UTC 
SUMMARY
When you press the 'show balance chart' when you are looking at a ledger, there is a 'Configure report' button. The button allows you to change a few things but I was wondering if it can be updated to allow a user to change the date range. 

Use case: 
Imagine that at one point the account balance rose to 80,000 but typically the account has something in the range of 2000-3000 balance. As it is right now, since it shows the balance since the start of the account, the scale of the chart will always include the scale to cover the 80,000. But if that spike happened 3 years ago, I may only want to see the past few years and may want to exclude that date where the balance was 80k so that I can see the values at the smaller scale. 

STEPS TO REPRODUCE
1. Open Kmy
2. go to a ledger for an account
3. click the show balance chart
4. click the configure report button 

OBSERVED RESULT
The chart has a spike that causes it to be less useful for the 'normal' balance. 
If you click the configure report button, it allows certain things but does not allow to change the date. 

EXPECTED RESULT
When clicking on the configure report, can we have the ability to change the start date of the report/chart? 

SOFTWARE/OS VERSIONS
Linux/KDE Plasma: 
 - Linux 6.14.5-300.fc42.x86_64   
 - **GNOME Version:**                               48
KDE Plasma Version: N/A
KDE Frameworks Version: Version 5.115.0 
KMY Version: Version 5.1.95-c642209 
Qt Version: Version 5.15.13 (built against 5.15.12)

ADDITIONAL INFORMATION
Comment 1 Thomas Baumgart 2025-05-13 09:58:34 UTC 
The date range of this graph is currently fixed to +/- 3 months of the current date. The visible range of the y axis is based on the data in that period. So if the spike is outside the range, the graph will only show the y-range that is actually needed.
Comment 2 jesse 2025-05-13 14:29:43 UTC 
(In reply to Thomas Baumgart from comment #1)


Thanks Thomas. 

Now that you mention that, it does appear to be the case. 

At first glance, it does isn't as obvious. 

Perhaps, a good idea would be to include a label the begin date and end date. Even if it is not adjustable, just to make it clear to people. 

Currently the graph starts with 'Opening' and that threw me off. My mind thought that meant the opening date of the account. But now I see it possible that the date only goes back 3 months. (unable to be sure as it does not include the date, it just says 'opening'. 

Thanks.
Comment 3 Ralf Habacker 2025-05-27 17:04:38 UTC 
A suitable adjustment was requested in this context at https://bugs.kde.org/show_bug.cgi?id=499211#c18.
Comment 4 Ralf Habacker 2025-05-27 17:22:56 UTC 
At https://bugs.kde.org/show_bug.cgi?id=498485#c0 it is mentioned that no unit is displayed and the year does not appear.