Custom dates for reports

[lexa2]

I'm using MMEx 1.2.6 on Win7 x64.

While it is possible to produce a semi-decent reports using GRF framework and some SQL magic handling some cases is troublesome. A good example would be "ExpenditureHistory" report as available from reports collection git. This report is extremely useful to get a general idea on where had money go but it produces wrong results in case database contains accounts in several currencies.
I don't see an easy way to handle this case easily in boundaries of the GRF framework.

At the same time there are non-GRF reports that could be used for achieving the same goal (WtMG, WtMCF) but there we are extremely limited in terms of the filtering capabilities, most notable with regard to the specifying a date period the report should be produced for. Reports logic seem to be properly designed to handle start and end dates as it is exactly what is being done when one select entries like "Last Calendar Month", "Current Month", "Last 30 Days" and so on from the left treeview. What is lacking is the possibility for the user to set these dates by hand. It is not possible with current UI to compare "Where the Money Goes" for previous month and for month before that. I.e. it is impossible to generate WtMG report for February 2016 as soon as April 2016 starts.

IMHO it is a huge usability limitation that I suspect is not that hard to address - after all it shouldn't be that hard to add two date selects to UI in the similar way it is done for "My Usage" report. Ough, and when talking about "My Usage" report - it is not possible to directly set dates there also as there's no "Custom" variant available in dropdown list and both date selects are set to be read-only. This is also a nasty limitation IMHO.

P.S. Another flaw in WtMG report is a sorting on the pie chart: subcategories that are descendants of the same category would not always end up as a neighbors in pie chart. It makes it harder for user to get a general idea about the total amount some category is (including all subcategories) in comparison to the total expenses circle.

[vomikan]

Are you looking something like this?
http://forum.moneymanagerex.org/viewtopic.php?f=16&t=6673

[lexa2]

@vomikan Hi Nikolay, thanks for the hint but that is not exactly what I've been looking for. Trouble with GRF is that there's one SQL query to work with so you have to fetch all the data possible at once and then perform additional work with it in JS in case you want to handle user-defined constraints on the fly. It'd be much more capable in case we would have something like traditional client/server infrastructure so XMLHttpRequest would be an option but that IMO would require too much of a hassle to implement. A lot easier would be to introduce a framework that would allow user to supply some variables to the GRF report prior to executing SQL query. There are different ways it might be implemented. I'm not familiar with MMeX code base enough to suggest the exact implementation though.

Back to the original feature request, my problem with GRF report there at a first place was inability to easily handle different currencies in "ExpenditureHistory" report. It easily could stupid me failing to see an easy solution though so I'd be happy if you would suggest me one.

P.S. offtopic start Been to your city last week, it's nice there. I'm one of the unix engineers involved in building of this thing at SPBSTU: http://www.thg.ru/business/den_otkritih_dverey_spbpu/index.html . Have to admit the weather was far better in SPb upon arrival comparing to what is was when I've been departing from Msk on "Sapsan" train. :-) offtopic end

[vomikan]

@lexa2 I hope you had time to get acquainted with the city, and perhaps love it. Unfortunatly, the weather is not the strongest side in our area.

Back to the original feature request, I think using my idea (one SQL query to work with so you have to fetch all the data possible at once and then perform additional work with it in JS) it possible to group transactions by currency then select only one currency from list.

I like the idea to introduce a framework that would allow user to supply some variables into GRM. But it to difficult task for me.
Quite easy may be implemented 2 variables send to GRM like "From date" - "TO date" .

[aborisochkin]

To have the option to select previous months/years in standard reports would be really great!

Quite easy may be implemented 2 variables send to GRM like "From date" - "TO date" .
Possibility to select start and end date for reports just what is needed.

[vomikan]

Seems it's quite easy to bring dates set to GRM

I understand that is not a solution for this issue but it may be intetrsting for future developing.

[slodki]

@lexa2 moneymanagerex/general-reports#48 introduces pie chart with category hierarchy

[lexa2]

@slodki Which commit/PR new reporting was it introduced in? I've building MMEx from master branch for quite some time now (about a year) and hadn't seen this new report layout yet. Is it still PoC that is WIP?

[slodki]

This is separate report to be download and loaded using GRM menu

[lexa2]

@slodki Thanks, took a look at it, looks cool but there are bugs. More on that at moneymanagerex/general-reports#48.