[kmymoney] [Bug 451921] Capital gains report should allow including closed accounts

[bugzilla_noreply at kde.org]

https://bugs.kde.org/show_bug.cgi?id=451921

--- Comment #1 from zoltan1980 at gmail.com ---
I just noticed that "Realized Capital Gains" is just the name that I gave to
the report, kmymoney just calls it a Capital Gains report with the "Sum
investements" setting set to "Only sold". Apart from the different naming
convention, it is a realized capital gains report in essence.

I also noticed that there already is a bug report about this behavior with the
number 429710. However, in that bug the OP is asked to open a wishlist item
instead, and this ticket is exactly that, so it's not an exact duplicate.
Additionally, I think this report provides more details on the motivation for
the desired behavior. Still, after reading the concerns against 429710, I would
like to elaborate a bit more on why closed accounts should be included in my
opinion.

1. If we approach the problem from the point of view of the "closed account"
functionality, I would argue that users are expected to close an account once
they close the corresponding "real" account at a financial institution and thus
can no longer do transactions in it. As for the purpose of this function, I
would say that it serves to reduce the clutter in the various account lists.
However, hiding such accounts only makes sense when the associated information
is irrelevant. This applies to ledger selection because it is not possible to
do transactions and also applies to "snapshot" reports, because the account
value is 0. However, it does not apply to historical reports, where closed
accounts have a significant role.

2. If approaching the problem from the "Show all accounts" functionality, it
shows closed accounts in the account selectors and allows opening their
ledgers. I would argue that it should also apply to reports as I see no reason
for why it shouldn't but I see several for why I should (see points 1 and 3).

3. Finally, if we approach from the use case - generating a realized capital
gains report for tax purposes - it definitely makes sense to include these
transactions, and this holds true irrespective of the first two bullet points.
In fact, it is even misleading and dangerous to hide them, because if one were
to solely rely on such a report for calculating taxes without noticing the
omission of closed accounts, they would file their taxes wrong.

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