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?
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?