[GNC] Seaking feedback on (potential) "Running Total" feature for transaction report

Vincent Dawans dawansv at gmail.com
Wed Apr 26 14:48:25 EDT 2023


Hello all.

I have been working for a while on implementing a "Running Total" feature
in the transaction report. That would be a feature where running totals are
calculated based on report transaction sort order as shown, so you could
combine any transaction in any groups and sort order and still get a
running total (or subtotals) that would match the existing total/subtotals
on the last transaction. See attached screenshot for an example where all 3
levels of running totals are presented (in practice each level can be
turned on or off to reduce clutter).

Hence this feature is different from the existing Running Balance which
gives you the running balance for the underlying accounts (and therefore
assumes the report is sorted by account and register order), while also
showing a balance forward (which the running totals won't do).

If anybody is interested in having such a feature, please look at what I
have done so far and give some feedback as to what sort of improvements you
would like to see or issues you think might arise with the draft
implementation so far, or even whether (and why) this is not a
worthwhile feature at all.

Best would be to leave comments either on the "bug/enhancement" report or
the Pull request (because they are easier to access in the long term) but
the mailing list is OK as well. This is a work in progress and all
comments, whether in support or criticism, are welcome. Also there is no
rush to implement this, so comments can come any time.

More information on the origin of this feature in the bug/enhancement
report:
https://bugs.gnucash.org/show_bug.cgi?id=798879

Actual presentation of what was done so far and screenshots are in the
draft Pull Request:
https://github.com/Gnucash/gnucash/pull/1617

Sincerely,

Vincent Dawans
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