[Kmymoney-devel] [Bug 248420] Transaction templates with formulae

[csioulis]

https://bugs.kde.org/show_bug.cgi?id=248420


csioulis <csioulis at dsa.gr> changed:

           What    |Removed                     |Added
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                 CC|                            |csioulis at dsa.gr




--- Comment #2 from csioulis <csioulis dsa gr>  2011-10-22 00:21:15 ---
Credit Card management is just a sub-case of the template's (with formulae)
usability.

For formulaes we need to use two kinds of variables (and operations between
them):
A. Constant variables, which should be defined by the user in a table with a
pair of fields (Name vs value) such as commission or tax percentages, and
B. Computed (from kmm data) variables, given from some predefined functions
(which should accept argues!), such as
-Balance(account/category, date/period),
-Sum(acount/category,[payee,] date/period),
and maybe more ...

All these seem to be very complicated to be done either from the view of the
appropriate GUI (how do you write operations combined with such
functions/variables with arguments in a "amount" field???) also for the
implementation in code! 

The BEST way to accomplish the creation of convenient "user defined variables"
(to be used in formulaes) with pretty GUI and with simple code reformation, is
to use a sub-part of the existent Report's Wizard constraining it in such way
that it should create reports/queries that return only one value as a result!

Imagine that the user would be able to define his own variables/queries/reports
(with the name of his like, i.e. "My X-Bank-Card Balance Last month" -maybe
accompanied with a shortcut of one word to be used in formulaes as variable)
which would be defined through a similar (a reduced part) of the current Report
Wizard where he could choose/filter accounts, categories, payees,
dates/periods, even text filters, to take the exact result for his variable!

For example, we should be able to create through this wizard very complicated
but only "one-value-return reports"(=variables) such as "Sum of sales of
categories X,Y for the payees C,D &E for last year where transaction amount >
500 and in memo exist the name John" named as "John_lastyear_sales" and then we
could simply write in the "computed field" of the template a simple expression
such as [John_lastyear_sales * Sales_Commission_Const] to automatically compute
the consequential commission for John!       

(I always ask for excuse me for my bad English!)

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