Bug 339516 - add checkbox to show active investments only (investment performance report settings)
Summary: add checkbox to show active investments only (investment performance report s...
Status: RESOLVED FIXED
Alias: None
Product: kmymoney
Classification: Applications
Component: general (show other bugs)
Version: 4.6.6
Platform: Debian testing Linux
: NOR wishlist
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2014-09-29 18:29 UTC by Stefan Seide
Modified: 2017-03-05 19:51 UTC (History)
1 user (show)

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Latest Commit:
Version Fixed In: 5.0


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Description Stefan Seide 2014-09-29 18:29:55 UTC
As an user i want to have the ability to exlude all investments not used 
within the reporting period with a simple checkbox (similiar to price 
reports). 
Activating the filtering for investments i must remember to add every 
new investment to the filter whenever i buy a new (previously not owned) 
investment. This is laborious and error prone.
The list of "active" investments (investments i own for at least one day 
within the reporting period) should be calculated automatically.

Reproducible: Always

Steps to Reproduce:
now it is 2014, lets say i have 2 investments A and B:
* A - bought 2013, nothing sold so far
* B - bought 2013, everything sold in 2013

Now i generate two investment performance reports:
* report 1: overall performance since the opening of the account
* report 2: performance of the current year (2014)


Actual Results:  
Report 1 works ok, both investments are shown with their values
Report 2 shows both investments, while investment B has 0 at every value 



Expected Results:  
Report 2 should only show investment A, as B was never owned/bought/sold within the current year (the time period report 2 covers)

closing investment B is not an alternative as it removes B from the report 1 too.