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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?
Is font color readable for background used?
The text was updated successfully, but these errors were encountered:
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?
The text was updated successfully, but these errors were encountered: