add commentary on 'formats'

git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@2800 57a11ea4-9604-0410-9ed3-97b8803252fd
This commit is contained in:
Linas Vepstas
2000-09-07 18:03:43 +00:00
parent 28defdc0f2
commit 4bce69dbeb

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@@ -446,6 +446,13 @@
<td>Grib</td>
</tr>
<tr>
<td><a href="#formats">Formats</a></td>
<td>Medium</td>
<td>?</td>
</tr>
<tr>
<td><a href="#userpref">User Preferences/Session Mgmt.</a></td>
@@ -772,6 +779,8 @@
to be re-run. Allow user to edit this report properties
at a later date.
</ul>
Note that the customization info should be stored in a
<a href="#formats">Format File (see below)</a>.
</p>
<p>Generated reports should be exportable to other gnome
@@ -947,14 +956,20 @@
<p><b>Button Bar</b> A user-configurable button-bar
would be nice too. The button bar is the set of
'buttons' (open, edit...) at the top of a register
window and the main window.</p>
window and the main window.
See the section <a href="#formats">Formats</a> for
a discussion of the customization issues.
</p>
</li>
<li>
<p><b>Household Assets</b> Add an example showing how
regular household assets (house, car, jewelry, etc.)
should be treated. In particular, show how appreciation
and depreciation should be treated.</p>
and depreciation should be treated.
See the section <a href="#formats">Formats</a> for
a discussion of the customization issues.
</p>
</li>
<li>
@@ -994,7 +1009,10 @@
main window currently shows total asset, and total
income-expense (profits). Make this configurable, so
that user can show arbitrary sums of arbitrary
accounts.</p>
accounts.
See the section <a href="#formats">Formats</a> for
a discussion of the customization issues.
</p>
</li>
<li>
@@ -1269,6 +1287,50 @@
e.g. using foreign currency on a business trip?
</li>
</ul>
<p></p>
<dt><a name="formats"><b>Formats</b></a></dt>
<dd>
An "application format" is the defining look-n-feel of an application.
The idea is similar to, but not the same as 'skins'/'themes'. Its similar
to, but not the same as alllowing a user to set 'preferences'. Its similar
to, but not the same as, allowing a user to generate customized financial
reports. In the context of GnuCash, a 'format' should be a single file
(that can be traded by users, uploaded and shared) that controls important
aspects of how the application is configured.
<p>
In particular, the GnuCash Format should include the following:
<ul>
<li>A list of sample/initial accounts. These might be tailored for a
home user (groceries, gas, electric), an apartment dweller
(rent, laundry), or different kinds of business users.
Because these sample accounts appear in the Format file,
it becomes easy to create & distribute customized formats.
<li>A list of pre-defined reports and graphs. The kind that you'd find
for a home user might be different than for a person manageing a stock
portfolio, which is in turn different from what a business might need.
The Format File should include install-specific customizations, such
as the report headers, footers, etc.
<li>Hint of the day. The types of 'hint of the day' would be different
for new users, than it would be for advanced users. Thus, different
formats would have different catalogues of 'hint of the day'.
<li>Menu Contents & Navigation. New users might be presented with a simple set
of menu contents. 'Power Users' might be presented with deep, nested
sets of menus, with oodles of features.
<li>Register Layout. The layout of the register might be customized for
different countries: e.g. in Germany, a different type of electronic
banking seems to require the display of account numbers in separate
columns in the register.
</ul>
A good format infrastructure will not only allow gnucash to be configured
for different application domains, but also will allow users to fine-tune
thier own prefered format. The idea for formats is was inspired by
Adam Curry's commentary on
<a href="http://adamcurry.editthispage.com/stories/storyReader$161">
radio formats and Napster</a>.
</p>
<dt><a name="userpref"><b>User Preferences, Session Management</b></a></dt>
@@ -1686,11 +1748,19 @@
<p>
<b>Status:</b>
Need to rethink whether the one-shot exchanges
should in fact be recorded full-fledged in the engine.
Also: Euro support is currently hacked in: the EURO is treated as
a 'special' currency. Virtually all the Euro code can be fully
generalized (and should be).
<ul>
<li>Need to rethink whether the one-shot exchanges
should in fact be recorded full-fledged in the engine.
Also: Euro support is currently hacked in: the EURO is treated as
a 'special' currency. Virtually all the Euro code can be fully
generalized (and should be).
<li>New split architecture should store quantity and value, and
never the price. This will simplify currency movements
between accounts, without requiring/forcing the use of a
currency trading account. (this also solves problems with
rounding that occur when a price is explicitly specified.)
Grib & dave are working this for next release.
</ul>
</p>
</dd>
@@ -1724,7 +1794,7 @@
'a double entry account which can only be credited, or
debited, but not both'. We need to implement this.</p>
<p><b>Current status:</b></p>
<p><b>Current status:</b>
<ul>
<li>April 1998 -- The engine has a couple of flags in it
@@ -1740,6 +1810,7 @@
always. It will not be possible to disable this and move
to single-entry.</li>
</ul>
</p>
</dd>
<dt><a name="401K"><b>401(k), Retirement Savings Plans</b></a></dt>
@@ -1749,7 +1820,9 @@
Retirement Savings Plans often do not put a high
priority on tracking costs, as the tax implication is that
amounts are taxable upon withdrawal, meaning that there is
little necessity to track capital gains. (huh??)</p>
little necessity to track capital gains. (huh??)
<p>
</p>
</dd>
<dt><a name="note"><b>Annotate with News Stories</b></a></dt>
@@ -1770,6 +1843,7 @@
help. <a href="http://www.senga.org/mifluz/html/">Mifluz</a>
might be more embeddable ... I am told that htdig-API is in
good solid condition for this, but undocumented.
<p></p>
</dd>
<dt><a name="reconcile"><b>Reconcile Auditing</b></a></dt>
@@ -1780,6 +1854,7 @@
(and date) can be later called up as a part of an audit
procedure. The act of reconciliation is treated as a
historical event that needs to be logged.
<p></p>
</dd>
<dt><a name="loan"><b>Loan and Mortgage Calculators</b></a></dt>