wish: ability to set time interval for the Balance report

Bug #1565386 reported by Jeff Fortin Tam
32
This bug affects 5 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

Both the "Trend Time..." and "Balance..." reports have a slider for "Zoom X:", which is very nice. Additionally, Trend Time has a "View by:" combobox that complements that slider by setting the maximum unit resolution (Day, week, month, quarter, year).

I would like to have a similar "View by:" combobox available for the "Balance..." report, as it's very useful for charting a line across multiple years without having an unreasonable amount of horizontal scroll.

This might (if my understanding is correct) replace the "[x] Each day" checkbox, by having this in the combobx:

- Each day (time-based)
- Days with transactions
- Week
- Month
- Year

Tags: report
Jeff Fortin Tam (kiddo)
description: updated
description: updated
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
tags: added: report
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

In fact except 3 details, you can barely have the same result from balance report into trend time report, when you select an account, cumulate and by Day.

The missing things into trend time are:
- the initial balance
- the overdraft line/area draw
- you can't select days with transaction

So maybe I should merge those 2, by adding the missing stuffs
change the cumulate checkbox to a 'Mode' combobox: None | Cumulate | Balance

Changed in homebank:
status: New → Triaged
Maxime DOYEN (mdoyen)
summary: - wish: Ability to set units/precision for the Balance report
+ wish: merge overdrawn and trendtime report
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Triaged → In Progress
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.3
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.3 → none
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → In Progress
Maxime DOYEN (mdoyen)
summary: - wish: merge overdrawn and trendtime report
+ wish: ability to set units/precision for the Balance report
Changed in homebank:
milestone: none → 5.5
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Maxime DOYEN (mdoyen)
summary: - wish: ability to set units/precision for the Balance report
+ wish: ability to set interval for the Balance report
Maxime DOYEN (mdoyen)
summary: - wish: ability to set interval for the Balance report
+ wish: ability to set time interval for the Balance report
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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