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Linas Vepstas 2001-06-22 00:26:45 +00:00
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@ -584,50 +584,50 @@
<tr>
<td><a href="#reports">Reports</a></td>
<td>Small</td>
<td>?</td>
<td>Medium</td>
<td>Stimming/Gribble</td>
</tr>
<tr>
<td><a href="#graphs">Graphs</a></td>
<td>Medium</td>
<td>Guppi/Bill</td>
<td>Guppi/Gribble</td>
</tr>
<tr>
<td><a href="#query">Transaction Query</a></td>
<td>Small</td>
<td>Biil</td>
<td>Linas/LewisMoss</td>
</tr>
<tr>
<td><a href="#ledger">Simplified Ledger</a></td>
<td>Small</td>
<td>Dave,Linas</td>
<td>Done</td>
<td>-</td>
</tr>
<tr>
<td><a href="#glitz">Themes, Icons, Glitz</a></td>
<td>Medium</td>
<td>RGM,Bill,Rob</td>
<td>Small</td>
<td>Various</td>
</tr>
<tr>
<td><a href="#misc">Miscellaneous Small Tasks</a></td>
<td>Medium</td>
<td>?</td>
<td>Done</td>
<td>Various</td>
</tr>
<tr>
<td><a href="#alerts">Alerts, Recurring & Scheduled Transactions</a></td>
<td>Medium</td>
<td>RLB</td>
<td>?</td>
</tr>
<tr>
@ -644,6 +644,13 @@
<td>?</td>
</tr>
<tr>
<td><a href="#book">Books, Accounting Periods</a></td>
<td>Small</td>
<td>Linas</td>
</tr>
<tr>
<td><a href="#check">Check Printing</a></td>
@ -686,13 +693,6 @@
<td>Dave, Bill-qif</td>
</tr>
<tr>
<td><a href="#book">Books, Accounting Periods</a></td>
<td>Small</td>
<td>Linas</td>
</tr>
<tr>
<td><a href="#currency">Multiple Currencies</a></td>
@ -857,15 +857,15 @@
<tr>
<td><a href="#sql">SQL I/O</a></td>
<td>Medium</td>
<td>Done</td>
<td>Linas</td>
</tr>
<tr>
<td><a href="#multiuser">Multi-User Support</a></td>
<td>Medium</td>
<td>?</td>
<td>Small</td>
<td>Linas</td>
</tr>
<tr>
@ -926,7 +926,7 @@
in the local country conventions.
<p><b>Current status:</b>
Essentially Done (?)
<ul>
<li>All GUI messages currently use GNU <tt>gettext()</tt>
for the message catalogs. Translations exist for English,
@ -965,7 +965,11 @@
run the report generator in a stand-alone, read-only
fashion without having to start up the main application. It
should be possible to run reports nightly from a
command-line and/or cron job.</p>
command-line and/or cron job.
The GUI should remember what reports were run last time, and
these should be re-run/redisplayed whenever the report generator
is used.
</p>
<p>One difficult aspect of reporting is designing a
configurable interface, so that people can build custom
@ -973,7 +977,8 @@
Reporting Infrastructure</a> is seeking to build this up
using Guile. Note there are several flavours of customization:
<ul>
<li>Adding a custom logo (e.g. company logo/address) to every page
<li>Allow user to specify a custom logo (e.g. company
logo/address) on every page
(generically, having a header and footer for every page).
<li>Allowing user to modify report title/subtitle on the fly
(and possibly add notes at the top or bottom of the report,
@ -994,16 +999,18 @@
<p>Generated reports should be exportable to other gnome
systems (probably using bonobo).
Reports should also be exportable to
the Gnumeric spreadsheet (possibly by writing out gnumeric
file format?? or writing out csv (comma separated values) ?? ).
Tables & etc should be exportable to AbiWord,
the Gnumeric spreadsheet (probably by writing out gnumeric
file format). Export of CSV (comma separated values) and
tab-delimited formats (for other spreadsheet import) would
be good. Tables & etc. should be exportable to AbiWord,
StarOffice, other word processors. (formats: docbook sgml?
would then make convert to richtext, TeX easy.)
Export should be as wysiwyg as possible.
</p>
<p>Must be possible to e-mail reports (including html) to
users. This might be a built-in function of gtk-html?
or a little bitty evolution bonobo part?
<p>Must be possible to e-mail reports (for example,
invoices) to users. Suggest an evolution addressbok
/mailer bonobo plugin.
</p>
<p>
@ -1014,8 +1021,8 @@
report, Market Index report, Stock Option values,
Estimation of capital gains tax liabilities.</p>
<p>Reports should be printable to printer. (this should
be automatic with the gtk-html widget.)</p>
<p>Reports should be printable to printer (postscript/
Adobe Acrobat).
<p>
<b>Status:</b>
@ -1032,22 +1039,20 @@
<li>A general reporting infrastructure has been <a href=
"xacc-reports.html#NEWREP">implemented in Scheme</a>.
Currently, there are simple reports for Profit/Loss,
Balance Sheet, and portfolio valuation.</li>
Currently, there are a variety of reports for Profit/Loss,
Balance Sheet, and portfolio valuation; none are
particularly sophisticated.</li>
<li>Reports are currently displayed with the gtk-xmhtml
widget but are being ported to the gtk-html widget. The
gtkhtml widget should provide printing abilities through
gnome-print (right ????).</li>
<li>Done: Reports are displayed with the gtk-html widget.
This widget provides postscript printing and Acrobat
output.
</li>
<li>There is currently no way (no longer any way??) to
generate reports from the command line ...</li>
<li>A list of 'required reports' is needed. Then these
need to be implemented.
</li>
<li>Heavy discussion by Matt martin, Robert Merkel ...
<li>While many reports have been implemented, there is
no master list of what we should have. We should have ....
</li>
<li>The following technologies were rejected/unused mostly
@ -1093,6 +1098,10 @@
totally settable/controllable -- drag/move callbacks
when segments are click-dragged.
</li>
<li>Basic pie charts and bar charts are used in GnuCash
reports. There are problems: dates along the bottom
of a bar-chart are not well-spaced/autoscaled.
The over look is a bit klunky.
</ul>
</p>
</dd>
@ -1116,9 +1125,16 @@
<li>The GUI for creating queries has been implemented
(as of 1.4.0, grib)
</li>
<li>The queries are handled by the Postgres SQL backend.
(as of 1.6.0, linas)
</li>
<li>Queries can be turned into XML and back, for file
storage or network transmission. This used to work
for XML version 1 but was broken in version 2.
</li>
<li>The ability to memorize queries has <b>not</b>
been implemented and awaits further action (see reports,
above).
been implemented and awaits further action (needed
for reports, above).
</li>
</ul>
</dd>
@ -1126,37 +1142,29 @@
<dt><a name="ledger"><b>Simplified Ledger</b></a></dt>
<dd>
Ledger needs various fixes/cleanups. Before any fixups can be
done, agreement needs to be gotten as to what the register
*should* look like.
Ledger should look clean, work easily.
<p>Multi-Line splits look confusing when viewed from
Income/Expense Accounts.
Stock splits & reverse splits are not displayed correctly.
Currency trading Ledger is confusing.
</p>
<p>
Stocks and Mutual funds are handled by placing them each in
their own account. Each account can be viewed individually.
If all of the stock accounts are children of a master
trading account, then the trading account can be viewed and
modified in a General Ledger window. The current stock
general ledger window is a bit obtuse, and difficult to
understand and use. A simplified but still powerful ledger
window is desperately needed.
</p>
<p>How to most simply allow the user to
enter loads and fees?
Through multi-line transactions. Unfortunately, some users
may not properly understand multi-line transactions,
at least not initially.
Thus, a little pop-up is needed to allow the user to type in
the sales load or fee and such, and then auto-create the
needed journal entries.</p>
<p>Note the current transfer window does <em>NOT</em> allow
a share price to be specified !! Needs fixing ...</p>
<b>Status:</b></p>
Essentially done.
<ul>
<li>Multi-line ledger confusion fixed by using correct
left-right journal display style.
Fixed in 1.6.0, Peticolas, Champaigne.
</li>
<li>
Stocks and Mutual funds are handled by placing them each in
their own account. Each account can be viewed individually.
If all of the stock accounts are children of a master
trading account, then the trading account can be viewed and
modified in a General Ledger window.
Layout problems fixed in 1.6.0.
</li>
<li>
How to most simply allow the user to enter loads and fees?
Through multi-line transactions. Seems to work well in
1.6.0.
</li>
</dd>
<dt><a name="glitz"><b>Themes, Icons, Glitz</b></a></dt>
@ -1170,9 +1178,9 @@
50-100 hints-of-the-day: short (2-4 sentence)
hints/tips on how to use gnucash. Every time the user
starts gnucash, an new hint shows up ...
<b>Status:</b> Hint infrastructure complete (RGM, version
1.4.0). Need to add
hints (only 6 are currently available).
<b>Status:</b> Hint infrastructure complete (RGMerkel,
version 1.4.0). Need to add
hints (only a dozen are currently available).
</p>
</li>
@ -1183,24 +1191,6 @@
window, might be a gtk bug ???</p>
</li>
<li>
<p><b>Static Currency Exchange Table</b>
Keep a (semi-)static exchange-rate table. (possibly updated
via net). The table is used to auto-fill currency
exchanges. (the finance::quote perl module now handles
currency exchange rate fetches)
</p>
</li>
<li>
<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.
See the section <a href="#arrangements">Arrangements</a> for
a discussion of the customization issues.
</p>
</li>
<li>
<p><b>Household Assets/House Inventory</b>
@ -1221,27 +1211,6 @@
Mortgage, ESOP, House, Line of Credit.</p>
</li>
<li>
<p><b>Bank name in combo-box pull-down</b> When user
enters a new bank name, should be presented with a
combo-box listing other bank-account names ... (note
this may require implementation of engine callbacks so
that relevant code can be informed when there are new
bank names?)</p>
</li>
<li>
<p><b>Pop-up Calculator</b> All price/amount fields
should pop up a calculator widget; output of calculator
gets entered in field.</p>
</li>
<li>
<p><b>Pop-up Calendar</b> All date fields should pop up
a calendar widget; selected date should get entered in
field.</p>
</li>
<li>
<p><b>Register View</b> Allow user to view only
non-reconciled transactions ...</p>
@ -1253,6 +1222,11 @@
income-expense (profits). Make this configurable, so
that user can show arbitrary sums of arbitrary
accounts.
This is mostly solved by having the MDI interface
have reports, and the use of multi-paning. But the
default display for gnucash should be changed to
show a very small (1-4 line) networth and P&L report,
and maybe a cash-flow report.
See the section <a href="#arrangements">Arrangements</a> for
a discussion of the customization issues.
</p>
@ -1266,7 +1240,8 @@
'backward/forward' buttons to navigate through
different registers (the way that a browser navigates
web pages.) This of course would be a user
preference.</p>
preference. Possiblity for doing this exists with MDI.
Maybe we shouldn't bother doing this ?? </p>
</li>
<li>
@ -1282,7 +1257,8 @@
menu. It would be nice to be able to examine different
account types (Asset, Liability, Income, Expense,
Payables, Receivables, Inventory) by selecting a tab
folder.</p>
folder. This is maybe a bs. request that shoudn't
be implemented.</p>
</li>
</ul>
@ -1290,6 +1266,40 @@
The following have been completed, but possibly not fully
documented:
<ul>
<li>
<p><b>Pop-up Calendar</b> All date fields should pop up
a calendar widget; selected date should get entered in
field. (peticolas, version 1.4 ??)</p>
</li>
<li>
<p><b>Pop-up Calculator</b> All price/amount fields
should pop up a calculator widget; output of calculator
gets entered in field. Instead of a popup calculator,
this was implemented by allowing all fields to take
algebraic expressions (plus, minus, times, divide).
(rlb ?? version 1.6.0)
</p>
</li>
<li>
<p><b>Button Bar</b> A user-configurable button-bar.
Solved in version 1.6.0 with tabs, not buttons, via
gnome MDI (gribble, version 1.6.0)
See also the section <a href="#arrangements">Arrangements</a>
for a discussion of the customization issues.
</p>
</li>
<li>
<p><b>Currency Exchange Table</b>
Keep a currency exchange-rate table. This is now
automatically handled via the 'price database'
(rlbrowning, version 1.6.0)
(the finance::quote perl module handles currency
exchange rate fetches)
</p>
</li>
<li>
<p><b>Currency Selection Pop-up</b> Currency field
should get replaced by menu of long-hand currency
@ -1370,14 +1380,14 @@
<dt><a name="misc"><b>Miscellaneous Small Projects</b></a></dt>
<dd>
A variety of small internal projects (mostly in the one
person-week range):
A variety of small internal projects. All have been
completed as of 1.6.0
<ul>
<li>
<p><b>File Format</b>. Rework to use text file format. Will be
XML-based.
<b>Status:</b> RLB, 2 weeks, half-done.
<b>Status:</b> RLB, LewisMoss. Version 1.6.0 Done.
</p>
</li>
<li>
@ -1385,23 +1395,22 @@
Auto-pay credit card when reconciling credit card
accounts (Done, Dave).
Auto-add bank fee when reconciling bank accounts.
(Not done, Dave).
(Not done?, Dave).
</p>
</li>
<li>
<p><b>Print Register Window</b>. Output register window to
printer.
<b>Status:</b> defer indefinitely.
<b>Status:</b> Done: there is a register report which
is printable, there is botton on register. Done in 1.6.0
</p>
</li>
<li>
<p><b># of decimal places in prices (penny stock)</b>.
Part of the big numeric overhaul.
Part of the big numeric overhaul. Done, Gribble, others,
version 1.6.0
</p>
</li>
</ul>
The following have been completed:
<ul>
<li>
<p><b>gtkhtml</b>. Move to gtkhtml from gtk-xmhtml.
Done in 1.5, Grib.
@ -1470,8 +1479,11 @@
<p><b>Status:</b>
<ul>
<li>A mini-design Doc exists in
src/engine/future.txt</li>
<li>A mini-design Doc exists in <tt>src/engine/extensions.txt</tt>
A far more extensive, four-part proposal is ??? somewhere
in the mailing list archives (by Linas Vepstas, circa Feb-May
2001)
</li>
</ul>
</p>
</dd>
@ -1483,11 +1495,17 @@
Computer Readable) check printing abilities.
<a href="http://dir.yahoo.com/business_and_economy/shopping_and_services/financial_services/banking/checks/">
Yahoo Check Printing</a> provides a list of vendors & printers.
<p>
Print vendor/client/payee address on the check (so that check
can be mailed with window envelopes.) This requires gnucash
to integrate with addressbook.
<p><b>Status:</b>
<ul>
<li>Bill Gribble has built a prototype based on the
gnome-print. Waiting for gnome-print to mature ...</li>
<li>More check formats need to be supported.
<li>Done, except for address part, in version 1.4.0.
(gribble)
</li>
<li>Need a sample check/sample transaction to print out
so that user can test printer.
<li>MICR Fonts are available & brought to mailing list.