GNOME Bugzilla – Bug 777105
Pie chart handling of account depth is counter-intuitive.
Last modified: 2018-06-29 23:53:29 UTC
Not tested extensively. The Expense Piechart report does not 'roll up' deep level sub-account expenses into the top level totals. If the report is configured to show two levels and there are three or more levels with subtotals existing, the subtotals do not get added to the totals for any higher level that is displayed or could be displayed. For example if there are three levels under Taxes and two levels are selected, the third level of taxes is ignored, and thus taxes may not appear as a significant expense or if it does, it may be under-reported. In the CoA window subtotals are included under expenses, for example, so the total is for all expenses including all sub-account expenses.
It seems that the "Show Accounts until level" option leads to a number of problems. For example, if a user explicitly selects an account at a level deeper than this setting, the account will not be included. This can be shown by selecting a single account below the default second level, which returns a No data error. WRT rolling amounts into totals, my attempts to narrow down the calculation problem shows that only a certain part of my account tree causes this problem. I have isolated the problem to one small set of accounts, but cannot narrow it down to a specific account or transaction set. It is unclear to me how to proceed from here to determine what is causing this. Finally, I recommend that the bug be renamed to note the problem is with the Expense Piechart report, since each report has its own settings and code.
I'm unable to reproduce the original problem, though by playing with hidden accounts I can invert it: If an account is hidden and so not selected in the accounts list, it will not show up in the pie chart if the "Show Accounts until level" is high enough to include the account, but if the level is reduced then the unselected account is included in its higher-level account totals. Selecting a single account and having the level too low to include it does indeed produce an empty chart. From a user perspective that can be a bit unnerving but on reflection it makes sense: The account with the subtotal isn't included in the selection so the report doesn't consider it. While it would make some sense for the level to mean "levels below the highest account selected", that's not what's coded.
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