Bug 464636 - "Organize by account" in reports does not adequately distinguish between several accounts with the same name
Summary: "Organize by account" in reports does not adequately distinguish between seve...
Status: REPORTED
Alias: None
Product: kmymoney
Classification: Applications
Component: reports (show other bugs)
Version: 5.1.3
Platform: Other Linux
: NOR normal
Target Milestone: ---
Assignee: KMyMoney Devel Mailing List
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2023-01-22 09:04 UTC by mau
Modified: 2023-02-28 21:40 UTC (History)
1 user (show)

See Also:
Latest Commit:
Version Fixed In:
Sentry Crash Report:


Attachments

Note You need to log in before you can comment on or make changes to this bug.
Description mau 2023-01-22 09:04:03 UTC
I have an account tree like:
health insurance
 |-- person 1
       |-- 2022
       |-- 2023
 |-- person 2
       |-- 2022
       |-- 2023

I use this yearly sub-accounts because reports using tags are completely broken at the moment and don't work at all for me (see my other bug reports for them).

Unfortunately, if there are several different account with the same name (here: 2022, 2023), their transactions get aggregated into one account (named 2022 or 2023 resp.). So I'm forced to rename them to something like "2022 (person1 )", "2022 (person 2)" and so on.

I'd expect different accounts to not get aggregated into one, even if they share the same name. Technically spoken, I don't expect a "group by account name" but a "group by account id".
Comment 1 Jack 2023-01-22 23:03:50 UTC
Please specify exactly where you see this behavior.  I am only partly able to replicate it.

If I run a Transaction by Accounts Report, with the  Rows/Columns tab set to organize by accounts, I do see 2022 listed only once, but it clearly groups the lines from one account all before the lines from the second account.  The totals are only for the group, and not per actual account, so there is a problem, but it does look like you should be able to distinguish the two accounts.  I'll start digging in to see if I can find why this is happening.
Comment 2 Jack 2023-01-23 00:23:21 UTC
The same problem does not happen with Categories because in reports (at least those I have checked) categories are listed with their full hierarchy, not just the name of the lowest level category.  I wonder if this might be a way to fix the merging by account.
Comment 3 mau 2023-02-06 10:28:15 UTC
Using the full hierarchy sounds like a very valid fix, since it would solve the issue. The point is, it doesn't make sense to aggregate accounts with the same name, if they are not the same, and I'm indeed interested in the sum for each account separately.
Comment 4 mau 2023-02-06 10:34:15 UTC
OK, I just checked and it's correct that the transactions of accounts sharing the same name are reported like "first account", "second account", so a human can split them by analyzing the transaction dates. But I think that's not the intention of reports grouped by account. So as I stated before, it would make sense to use kind of the full hierarchy (but without getting names extremely long, I don't know how that's solved for categories).
Comment 5 Jack 2023-02-28 21:40:04 UTC
adjusting name of bug to better tell the problem