wish: refactor EUR feature for future euro adopters

[Sunmoon51]

My accounts are defined in local (i.e. not EUR) currency. This is the manual case of "in waiting a future switch to euro currency, euro is then minor, and your national currency is major". But in Edit/Preferences/Euro minor dialogue the possibility of making EUR minor is not available - country drop list doesn't allow setting EUR as minor.

The effect I'd like to achieve is as follows:

- almost all of my accounts are in local currency;
- one or two accounts are in EUR;
- EUR is defined as minor currency in Preferences;
- when pressing Ctrl-M (Euro minor switch) all display values are recalculated to EUR except EUR accounta;
- for best results, recalculation should be performed with online exchange rates (if available).

HomeBank version 5.8
Windows 10 (current)

[Maxime DOYEN (mdoyen)]

I have made this feature when historical country already switched to EUR, so they were major.
This is what the preset country have to be used for, just after the switch, for people to get back to FRF, DEM.

Meanwhile, internally this feature just apply an exchange rate to amount: amount * exchangerate, and format using what you have input.

So for example, in you live in Denmark:
1DKK = 0.13 EUR

So just input 0.13 in the exchange rate
and deploy format > customize to input € symbol and other stuff.

source: https://bugs.launchpad.net/homebank/+bug/1688744

I should probably:
- document this more clearly
- make a FAQ
- rework the interface to be more accurate for this use case

[Sunmoon51 (sunmoon51)]

W dniu 2024-05-20 o 09:46, Maxime DOYEN pisze:
> I have made this feature when historical country already switched to EUR, so they where major.
> This is what the preset country have to be used for, just after the switch, for people to get bar to FRF, DEM.
>
> Meanwhile, internally this feature just apply an exchange rate to
> amount: amount * exchangerate, and format using what you have input.
>
> So for example, in you live in Denmark:
> 1DKK = 0.13 EUR
>
> So just input 0.13 in the exchange rate
> and deploy format > customize to input € symbol and other stuff.
>
> source: https://bugs.launchpad.net/homebank/+bug/1688744
>
>
> I should probably:
> - document this more clearly
> - make a FAQ
> - rework the interface to be more accurate for this use case
>
Thank you for an explanation. I'd like to think about it and propose an
elegant solution. Give me some days, please.

[Sunmoon51 (sunmoon51)]

OK, I came to the conclusion your remark "rework the interface to be more accurate for this use case" is quite correct. Actually the notation for exchange rate is confusing - 1 EUR = 0,23 makes me think 1 EUR is equal to 0,23 PLN which is not true. In fact you have to think 1 PLN = 0,23 EUR and it could be more understandable if interface could be changed to something like "1 PLN = [input field] EUR".

As far as "Your accounts" are concerned: I see accounts in EUR are also recalculated with exchange rate, but the result is only slightly different from original value. Looks like they are probably calculated twice with different exchange rates (i.e. EUR->PLN->EUR). It would be reasonable not to touch EUR accounts at all when doing Euro minor toggle.