[kmymoney] [Bug 507857] New: Impossible to combine filter by category AND showing transfers in reports

[surcouf]

https://bugs.kde.org/show_bug.cgi?id=507857

            Bug ID: 507857
           Summary: Impossible to combine filter by category AND showing
                    transfers in reports
    Classification: Applications
           Product: kmymoney
      Version First 5.2.0
       Reported In:
          Platform: Debian stable
                OS: Linux
            Status: REPORTED
          Severity: wishlist
          Priority: NOR
         Component: reports
          Assignee: kmymoney-devel at kde.org
          Reporter: arnaudvillemain at gmail.com
  Target Milestone: ---

Created attachment 183782
  --> https://bugs.kde.org/attachment.cgi?id=183782&action=edit
kmy file with test data for both sample reports A and B

SUMMARY
It is impossible to combine filter by category AND showing transfers in
reports.

STEPS TO REPRODUCE
1. open the attached file in KMyMoney
2. go into the ledger of the "current account"
3. see that some transactions are expenses, other are mortgage repayments (in
KMyMoney's syntax:  TRANSFERS) to a mortgage account
4. Go into the reports view
5. open the first section "Income and Expenses"
6. open both reports called: 
       "A) Income and Expenses This Year (NO category is filtered which allows
showing transfers)"
       "B) Income and Expenses This Year (One category is filtered which
prevents showing transfers)"
and compare them.
Both reports have a filter on account "my mortgage account" which is filtered
out.
      Report A) has no further filter.
      Report B) has an additional filter: one category (which has no
transaction assigned) is filtered out.

OBSERVED RESULT
7. Report A) shows a yearly grand total amount of -24 136€ for year 2025 which
sums 1) -1 393€ of expenses and 2) -22 742 € assigned to the "my mortgage
account". These are the transfers from "my current account" into "my mortgage
account".
Report B) shows a yearly grand total amount of -1 393€ of expenses for year
2025. There is no "Transfers" row.

This issue is present in all kind of reports allowing both filtering on account
and on category:
1.  Income and Expenses
3. Transactions
4. Cash flow
6. Taxes
7. Budgeting
8. Forecast
10. Charts

EXPECTED RESULT
7. Report B should show the same rows and figures as report A. The sum of all
transfers should be shown even if some useless category is de-selected.
In real life the user may want to exclude a few categories having real
transactions AND show the transfers between accounts, therefore i hope this
wish can be considered worth to be added to the implementation.

SOFTWARE/OS VERSIONS
KMyMoney version > 5.2.0-2cbd7a8
OS > Debian GNU/Linux 12 (bookworm) 12 (x86_64)

ADDITIONAL INFORMATION
I am aware that the report configuration Wizard warns with:
>Warning: Filtering by Category will exclude all transfers from the results
But even with a user-friendly warning message, i still would really like to
report income, expenses AND transfers in one report having the ability to also
filter a few categories.

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