Report quality survey

[slodki]

Many MMEX reports are broken. They support only the core features of MMEX ignoring many new functions like multi-currency, shares, transfers etc. Wrong results will be presented t user when if such report will be used.

My proposal is to prepare a checklist for calculating report quality. All questions can be answered yes, supported or no, broken at this element or n/a for this report.

@moneymanagerex/desktop-mmex-team @moneymanagerex/general-report-team Could you commend or complement list below?

• [ ] Does it consider all types of accounts (investment, assets)?
• [ ] Is account initial balance amount supported?
• [ ] Is user selected period used for filtering report data?
• Currencies
  • [ ] Is correct currency used for each account?
  • [ ] Is currency symbol/name displayed for every amount in report OR are all amounts converted to base currency?
  • [ ] Are amounts displayed with correct precision for each currency (0.01 USD vs μBTC)?
  • [ ] Is correct conversion ratio used for date given (from CURRENCYHISTORY table)?
    • [ ] Is last known ratio used if exact value not known for date given?
      • [ ] Is 1:1 ratio used if no previous ratio found?
• Transactions
  • [ ] Are future dates handled in report?
    • [ ] Is "ignore future transactions" global option respected?
    • [ ] Are planned future transactions from BILLSDEPOSITS reported?
      • [ ] Are missed (with date in the past) transactions from BILLSDEPOSITS reported?
  • [ ] Are +/- values used for deposit/withdrawal transactions?
  • [ ] Are split transactions supported?
  • [ ] Are transfers supported?
    • [ ] Are both from/to accounts used for filtering criteria?
    • [ ] Are transfers visible at both from/to accounts?
    • [ ] Does transfer amount not impact total user balance?
    • [ ] Is correct from/to amount value used for from/to account?
      • [ ] Is right from/to amount value selected if matched currency already used in transaction (to not convert amount if user already specified converted value in the 2nd field)?
    • [ ] Are both statuses taken into account for transfers (NN, RN, NR...)?
• Assets
  • [ ] TBC...
• Shares
  • [ ] TBC...
• UX
  • [ ] Is data sorted?
  • [ ] Are similar/nested records grouped?
  • [ ] Is chart readable?
    • [ ] Is chart scaled to fit all space available?
    • [ ] Are min/max values displayed for all axes used?
    • [ ] Are missing/null values correctly displayed (not as zero but as gap or broken line)?
    • [ ] Are time-related data series properly placed on time axis?
  • [ ] Is minimum font size preserved?
  • [ ] Is HTML-scale global option respected?
  • [ ] Are the colors from color palette distinguishable?
  • [ ] Is font color readable for background used?