wish: detail report list amount sort in base currency

Bug #1945636 reported by R Mark
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

INFO :: Windows, HomeBank 5.5.2
WHERE :: Statistics report / Detail view

WHAT ::
The detail view allows sorting by amount, however, it disregards currency when sorting. The main statistics window handles this correctly, but the detail view does not.

To reproduce, make sure you have a category with transactions in multiple currencies, then sort by amount, and observe the sort order.

EXPECTED ::
Sort order to work properly. In this case (see image), 5000 EUR should be at the top of the column since 5000 EUR is more than 10000 RSD.

Note that currencies are properly set up in this file, and they work fine elsewhere in the program.

Tags: detail report
Revision history for this message
R Mark (critsec) wrote :
Revision history for this message
R Mark (critsec) wrote :
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

This column is displaying into native currency, and so it does work properly = it sort the amount like it would in any spreadsheet program (WYSIWYG), and this makes sense.

Maybe the detail amount could be into base currency in case of multiple currency involved or anytime. To be think and maybe seconded by other users.

summary: - Statistics report / detail view incorrectly sorts by amount (ignores
- currency)
+ wish: detail amount could be displayed as base currency, maybe
summary: - wish: detail amount could be displayed as base currency, maybe
+ wish: detail report list amount could be displayed as base currency,
+ maybe
Changed in homebank:
importance: Undecided → Wishlist
Revision history for this message
R Mark (critsec) wrote : Re: wish: detail report list amount could be displayed as base currency, maybe

The same window (Statistics Report) has a top panel that does the right thing - converts everything into the base currency (Euros) and then sorts correctly.

The detail window sorts incorrectly - it doesn't respect currency.

The argument that any spreadsheet program would also do this incorrectly doesn't hold. It's true, but then Excel etc., don't know about currency.

The whole point of HomeBank is that it's better than using Excel. It knows about currency, it has the right reporting, and so on.

Just think of it from a usability point of view: why would the user ever want to have a sorted column where the order is incorrect?

Revision history for this message
R Mark (critsec) wrote :

Also, the wish isn't that the detail view displays in base currency - that would be bad (it would be hard to understand what the transactions actually were).

It's that it sorts correctly.

Revision history for this message
R Mark (critsec) wrote :

[Unrelated: I sure wish you could edit comments here, like github]

As a compromise, and I bet it would make implementation easier, consider adding a "Amount (Base currency)" column to the detail view. The user could then sort by this column.

Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.5.4
Maxime DOYEN (mdoyen)
summary: - wish: detail report list amount could be displayed as base currency,
- maybe
+ detail report list amount sort in base currency
Changed in homebank:
importance: Wishlist → Low
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.5.4 → none
summary: - detail report list amount sort in base currency
+ wish: detail report list amount sort in base currency
Changed in homebank:
importance: Low → Wishlist
Maxime DOYEN (mdoyen)
tags: added: detail report
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.6
status: New → Confirmed
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

the problem is the same when you display all transaction, so as this list is the same for both register and detail, I fixed into both.
Still, the display as base currency to remains, but as I think adding some tooltip for #1920641, I will probably add it there

Changed in homebank:
status: Confirmed → Fix Committed
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.6 → 5.5.5
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
To post a comment you must log in.
This report contains Public information  
Everyone can see this information.

Other bug subscribers

Remote bug watches

Bug watches keep track of this bug in other bug trackers.