[Kmymoney-devel] [kmymoney4] [Bug 339516] New: add checkbox to show active investments only (investment performance report settings)

[Stefan Seide]

https://bugs.kde.org/show_bug.cgi?id=339516

            Bug ID: 339516
           Summary: add checkbox to show active investments only
                    (investment performance report settings)
           Product: kmymoney4
           Version: 4.6.6
          Platform: Debian testing
                OS: Linux
            Status: UNCONFIRMED
          Severity: wishlist
          Priority: NOR
         Component: general
          Assignee: kmymoney-devel at kde.org
          Reporter: bugs-kde at seide.st

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.

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