Bug 461536 - When hiding transactions from the "Transactions by payee" report, payee names don't get exported to csv
Summary: When hiding transactions from the "Transactions by payee" report, payee names...
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: reports (show other bugs)
Version: 5.1.3
Platform: Neon Linux
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2022-11-07 08:33 UTC by Martin Tlustos
Modified: 2022-11-13 15:45 UTC (History)
0 users

See Also:
Latest Commit:
Version Fixed In:


Attachments
screenshot with unexpected behavior (14.72 KB, image/png)
2022-11-08 06:31 UTC, Martin Tlustos
Details

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Description Martin Tlustos 2022-11-07 08:33:57 UTC
SUMMARY
As expressed above.


STEPS TO REPRODUCE
1. Open the "entries/bookings by payee" report
2.  adjust settings to exclude the actual entries/bookings, only displaying sums
3. export to csv

OBSERVED RESULT
The names of the payees that should be shown together with the sums, don't show as the names are aligned with the "date" column.

EXPECTED RESULT
Names of payees should be shown with the sums
Comment 1 Jack 2022-11-07 23:37:15 UTC
I cannot reproduce this.
In English, I used the Transactions by Payee report, hopefully this is the one you mean.  I Configure the report, check the "Hide Transactions" (did you mean Exclude Entries?) box on the Rows/Columns tab, and I see the column headers Date, Num, Tags, Category, and Amount, even though there are no detail rows  with these values.  I do see one row per Payee with "Total" and the name of the Payee (yes, it appears to be under the Date column heading) and the total amount for that Payee.  It is the same line that appears under each section if all the transactions are shown.  If I export a csv, I see the same  information.  Can you confirm you didn't inadvertently change any other settings?  
Do you not see the Payee names on the displayed report, or only in the exported csv file?
Comment 2 Martin Tlustos 2022-11-08 06:29:45 UTC
Yes, it is as you say. transactions per payee (I use German, so I don't know the English names). Everything shows within kmymoney, as you wrote. But when I export, the csv doesn't show the payees name. The amount is shown under the date column. I will add a screenshot of a couple of rows.
Comment 3 Martin Tlustos 2022-11-08 06:31:13 UTC
Created attachment 153572 [details]
screenshot with unexpected behavior
Comment 4 Martin Tlustos 2022-11-08 06:36:45 UTC
i tried switching to English, thinking it might be a problem with German, but it stays the same.
Comment 5 Jack 2022-11-11 23:26:00 UTC
What tool are you using to display that data?  It looks like there might have been a problem importing the csv file.  Have you just looked at the csv file in a text editor, or just using more?  That column which is displayed should be the total amount for those payees, but only a few are simply numbers.  Are you using a space for the thousands separator?  It seems that is not being recognized by the spreadsheet - so what else is it not doing as expected?
Comment 6 Thomas Baumgart 2022-11-12 06:55:26 UTC
I tried to duplicate this in master. I noticed, that the columns are off in case the field separator character (comma) is used within a column's text. For me it shows "Total <payeename>" in the date column and the amount is filled. Exception: when <payeename> contains a comma things get mis-aligned (I opened bug #461714 for this problem). The payee column remains empty.

A possible solution for this report and the suppression of transactions would be:

1. Don't show the date column
2. Fill the payee column with the payee name and omit the lead-in "Total"
Comment 7 Jack 2022-11-12 15:44:01 UTC
It makes sense to omit the Date column when transactions are not shown, as would always be empty in that case.  Omitting the lead-in "Total" would work, but I think might confuse people looking at the final report without knowing that the actual transactions were not included.
Comment 8 Martin Tlustos 2022-11-13 12:50:05 UTC
(In reply to Jack from comment #5)
> What tool are you using to display that data?  It looks like there might
> have been a problem importing the csv file.  Have you just looked at the csv
> file in a text editor, or just using more?  That column which is displayed
> should be the total amount for those payees, but only a few are simply
> numbers.  Are you using a space for the thousands separator?  It seems that
> is not being recognized by the spreadsheet - so what else is it not doing as
> expected?

I looked at it with Libreoffice Calc, but when I didn't see the payee names, I also opened it in kate, and the information wasn't there even in text view.
Comment 9 Martin Tlustos 2022-11-13 12:50:56 UTC
I can dm you the kmymoney file if you want.
Comment 10 Thomas Baumgart 2022-11-13 15:45:54 UTC
@Martin: I think we have duplicated the problem already. No need to share private information right now.