GNOME Bugzilla – Bug 345385
Investment portfolio report sorting cannot be configured
Last modified: 2018-06-29 21:08:28 UTC
Not sure if this is a bug or an 'enhancement' I have two lots stocks, one lot in a folder for my stocks an other lot in a folder for my wife. in 1.8.12 the stocks were listed in two groups, a group for each owner. in 1.9.8 the stocks are all sorted in one group. I prefer the previous sorting - perhaps an option could be added for the user to select. In general 1.9.X is looking very good. Great work. regards David
I don't understand what you mean by "folder" and I also don't understand what you mean where they were sorted. Do you mean you had stocks in one "account" and another one in another "account"? But where are they "listed" or "sorted"? Do you mean they were listed in the register window for one account, or in the register window of the General Ledger, or in some report? Please add more detailed descriptions here. Thanks.
Created attachment 67704 [details] screen pic of stock accounts in 1.9.8 screen pic showing folder (sub account) structure for stock holdings dnw = me crm = my wife
Created attachment 67705 [details] Investment Porfolio report 1.9.8 Note the stocks are all sorted in alphabetical order.
Created attachment 67706 [details] Investment Portfolio report in 1.8.12 Note the stocks are in two groups CRM's stocks Alumia - Sims and DN's stocks Consolidate - Westfield Distribution Suse 10 gconf-2.0 libgnomeui-2.0 >= 2.0.0 libgsf-gnome-1 >= 1.12.2 ... checking for glib-2.0 >= 2.4.7 gobject-2.0 >= 2.4.7 gmodule-2.0 >= 2.4.7 libxml-2.0 >= 2.4.12 pango >= 1.6.0 pangoft2 >= 1.6.0 gtk+-2.0 >= 2.4.13 libglade-2.0 >= 2.3.6 libgnomeprint-2.2 >= 2.8.0 libart-2.0 >= 2.3.11
Ok, I understand. So you'd like to have the possibility to sort the stocks in the investment portfolio report "according to their account tree grouping". In 1.8.12 this behaviour was the default, but in 1.9.x it is no more. Very well, I guess that shouldn't be too difficult. Turns out the "sorting" has been introduced by http://svn.gnucash.org/trac/changeset/13244#file4 but it's hard-coded as "sort alphabetically by account name". As a workaround you could edit the file src/report/standard-reports/portfolio.scm and delete the lines 234 through 238, then execute "make install" in that directory again. This should restore your 1.8.x behaviour until someone comes around and adds an explicit option for choosing the sort method.
For the record: The "advanced portfolio" report would need that very same option, as a hard-coded sorting has been introduced by the very same changeset as above.
*** Bug 334662 has been marked as a duplicate of this bug. ***
Thanks I have deleted those lines and the report working as before If someone gets around to adding an explicit option for choosing the sort method, then it would make sense to also add an option to show the subheadings for the groups according to their account tree grouping. My report has the two separate groups but not a heading for each group. I only have two groups so this not a big problem, but others may have more groups. regards David
I've restored the original sort ordering as a temporary fix. These reports should eventually be enhanced to show the account grouping.
As - there does not seem to be work in progress - this bug suggests a new feature I suggest to - change the severity to "Enhancement" - change the status to NEW.
Changed the bug status as per Carsten's recommendations in comment 10.
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