wish: shows split detail in the report detail list

Bug #1875801 reported by reddot72
44
This bug affects 7 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

debian buster
homebank_5.4.1-0~78~ubuntu18.04.1_amd64
GTK+ 3.24.5

in statistics reports, is it possible to show split entries inside the toggle detail, i like to see the actual category/subcategory and actual memo.

i have entries that just show -split- "category" and the memo is the same through out all the categories, but in split menu for entry i have them organized by category, sub category, and have there own memo.

can i collapse a split entry to see the actual category/subcategory and actual memo.??

statistics reports setup
view by subcategory
exp. & inc
toggle detail on

Tags: detail report
Maxime DOYEN (mdoyen)
summary: - statistics reports - collapse split categories and memo on "toggle
- detail"
+ wish: shows split entries in the report detail list
Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
tags: added: report usability
Maxime DOYEN (mdoyen)
summary: - wish: shows split entries in the report detail list
+ wish: shows split detail in the report detail list
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.4.3
status: New → Fix Committed
status: Fix Committed → New
milestone: 5.4.3 → none
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.4.4
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.4.4 → none
Maxime DOYEN (mdoyen)
Changed in homebank:
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.6
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

in any detail list, when you display a category or subcategory, this is already the amount of that cat/subcat, despite -split is shown into the category column

fo example, if you have a split with
- cat1 / 10.00$
- cat1:subcat1.2 / 5.00$

and you detail for cat1:subcat1.2
the detail line will shows: -split- 5.00$ and memo is empty

so is your request is to change that
a) -split- becomes cat1:subcat1.2 and memo of split to be displayed?
b) display the split like into the register (a popup menu > showsplit ?
c) something else ?

Changed in homebank:
status: Confirmed → Incomplete
Revision history for this message
Mistyk (skrzynkapanamarcina) wrote :

Option a) is good in my opinion :)

Revision history for this message
reddot72 (reddot72) wrote :

yes option a) is perfect.

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Incomplete → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.6 → none
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.5.4
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.5.4 → none
Maxime DOYEN (mdoyen)
tags: added: detail
removed: usability
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.6
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

ok, but this option will not work in some case, if I take back my previous example:
- cat1 / 10.00$ / memo1
- cat1:subcat1.2 / 5.00$ / memo2

when you detail for cat1, you have 2 split, with 15.00$ sum:
- cat1 / 10.00$ / memo1
- cat1 / 5.00$ / memo2

so you wont see the split in relation

also in some other detail, you are not able to see split.
thinking of a 2level list for split with split as children

Changed in homebank:
status: Confirmed → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
status: In Progress → Fix Committed
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

a little screenshot

Revision history for this message
Dirk Koudstaal (dkoud) wrote :

From an taxation point of view it is important for me that I can see the memos of the splits for the selected categories and is saved in the correct row and column of the csv file.

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
Revision history for this message
Lindsay Lorden (ludwigwn) wrote :

I have found that the split transaction when copied to clipboard (haven't tested export to csv format) only copies the first split category value (not the *actual* matched split which could be the 2nd or 3rd sub-entry) and the memo from the transaction front window not the split entry itself.

... ... ... ... ... !!
In trying to reproduce this for more detail here, I suddenly found that the Detail area had changed - it now lacks the Payee and Category columns, despite the config setting showing they are ticked ie to be shown. See attached screenshot. Means I cannot go further looking into the effect detailed in first paragraph.

I'm not sure what I did to cause this behaviour change. Has anyone else encountered this?

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