From eb1c5bd3b48444cf5fa2389e6128949982a4d05c Mon Sep 17 00:00:00 2001 From: Linas Vepstas Date: Fri, 22 Jun 2001 01:25:11 +0000 Subject: [PATCH] more updates git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4765 57a11ea4-9604-0410-9ed3-97b8803252fd --- doc/projects.html | 297 ++++++++++++++++++++++++++++++---------------- 1 file changed, 192 insertions(+), 105 deletions(-) diff --git a/doc/projects.html b/doc/projects.html index dae9ec46d0..b6a5f95550 100644 --- a/doc/projects.html +++ b/doc/projects.html @@ -638,7 +638,7 @@ - Classes + Classes/'Action' Field Small ? @@ -658,39 +658,46 @@ Grib + + Wizards + + Small + Dave, Bill-qif + + Arrangements - Medium + Small ? User Preferences/Session Mgmt. - Medium + Done ? - Quicken(TM) Import + Quicken(TM) QIF Import Small - Grib + Gribble - Quicken(TM) Export + IIF Import Small - Grib + ? - Wizards + IIF Export Small - Dave, Bill-qif + Grib @@ -718,7 +725,7 @@ Stock Quotes, Price Quotes Small - RLB + ? @@ -745,8 +752,8 @@ Searchable Documentation - Small - ? + Done + grib @@ -868,6 +875,13 @@ Linas + + Address Book + + Small + ? + + A/R, A/P Accounts Payable, Receivable @@ -1165,6 +1179,7 @@ Through multi-line transactions. Seems to work well in 1.6.0. +
Themes, Icons, Glitz
@@ -1520,6 +1535,31 @@ Create a set of wizards to walk through some of the more complex tasks, such as new user setup, account creation, QIF import, budget prep, obscure functional corners. +

+ Wizards are great, but lets not thow away the denser GUI's. + For 8-hour-a-day users, the wizards can be irritating. + A single, dense screen can be more efficient and nicer. + So when adding wizards, don't dump GUI's !! (instead, + make them 'advanced' features). + +

+ Status: + The following not done: +

+ Completed:

@@ -1556,7 +1588,7 @@
An "application arrangement" 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 set 'preferences'. Its similar to, but not the same as, allowing a user to generate customized financial reports. In the context of GnuCash, a 'arrangement' should be a file (that can be traded by users, uploaded and shared) that controls important @@ -1601,6 +1633,13 @@ radio formats and Napster.

+

+ Status: + Not started. Individually, all these cusomizable things exist + here and there in gnucash, but they cannot be shared between + users: a gnucash user cannot mail her favorite 'arrangement' + to her freind. +

User Preferences, Session Management
@@ -1617,30 +1656,32 @@ things ... sort-of. Right now, we don't treat them as such ...

-

Session management is not implemented; viz, we don't - remember where things were left at when the user shut down - the windowing system, and we don't restore the session - afterwards. This includes: which register windows were left - open, what sizes they were, what their placements on the - screen were, etc. I believe session management needs to be - coordinated with KDE and with gnome, and all compliant - window managers will do the rest (?)

- -

Independently of session management, the register - windows should remember how big they were last time they - were popped up, and they should pop up the same size, again. - The app should remember these sizes from invocation to - invocation.

-

Status:

+ Done, more or less, version 1.6.0.

@@ -1726,8 +1767,8 @@ dates, ISP contract expiration date :-). These may or may not be associated with transactions. Memo's should be possible. Pop-ups should happen when dates get close. - Technology: need to find/evaluate gnome-calendar/day-planner - for integration.

+ Technology: best bet is the Ximian Evolution Calander + component.

Design Notes: Most alerts & data storage should be driven out of the engine. This will enable @@ -1756,7 +1797,7 @@



@@ -1811,7 +1852,7 @@
Classes
- Ability to mark certain jopurnal entries as belonging to + Ability to mark certain journal entries as belonging to a 'class', so that expenses (or income) can be categorized in more than one way. For example, the expense of a trip might include food, travel and lodging, and thus be spread over @@ -1823,16 +1864,15 @@ budgets: viz. I set aside $10K in the budget for some activity, then deduct the actual costs. Note that it should be possible to roll the remainder over to somehere else (!) +

+ Confusion: isn't this what the 'action' field is supposed to do? + The 'action' field is under-utilized.

This requires the following:

@@ -1845,8 +1885,8 @@
Build automated test suite, including:

@@ -1856,7 +1896,8 @@
Ability to import Quicken QIF files. Both MSMoney and - Quicken use QIF files to export data. + Quicken use QIF files to export data. Need both wholsesale + data import, and incremental (staged) merge.

Status:

@@ -1869,23 +1910,20 @@ Need a QIF Import wizard (there are several non-intuitive steps that need to be performed during import. A dialogue wizard seems like the best idea to carry - through this process. (grib, in process for 1.5) + through this process. (grib, done in 1.6.0)
  • Work needs to be done for recurring transactions, etc.
  • QIF processing, as used for on-line banking, is - not implemented. That is, staged import isn't - done. + in prototype form (for 1.6.1 ??) Note that since banks use QIF, the correct - way to reconcile bank accounts on-line is through - QIF. + way to updated 'cleared' reconcile state is through + QIF on-line import. On one side, we have existing recorded transactions; on the other, the latest bank statement, in QIF format. - Now, just put them together ... - Grib estimates 2 weeks for this.

    • @@ -1893,10 +1931,30 @@
    -
    Quicken(TM) Export
    +
    IIF Import
    - Ability to export Quicken QIF files. + Ability to import IIF (Intuiut Interchange Format, used by Quickbooks) + files, quickbooks, some upsacle accounting packages use this format. + +

    Status:

    + + +
    +
    +
    + +
    IIF Export
    + +
    + Ability to export Intuit IIF files. + The IIF format is more rational than the QIF format, + and other 'real' accounting apps support IIF. Several design alternatives are apparent:

    @@ -1925,48 +1984,48 @@ (e.g. get 5-year history of mutual fund performance vs. DJIA). -

    Right now, stock prices are stored along with everything - else, in the main database, in the transaction table. - This leads to several aesthetic quandaries.

    +

    Right now, stock prices are stored in a separate, simple pricedb. +

    Status:

    Reconcile Auditing
    @@ -2594,7 +2658,13 @@ Password: does not satisfy the 'ACID' criteria. -

    +

    + Status: + Done, more or less, gnucash version 1.6.0, Linas Vepstas. + Theres still a laundry list of things that need to be + cleaned up, see the README file in src/engine/sql/README. + +

    Multi-user Support
    @@ -2603,9 +2673,6 @@ Password: Multi-user support should be added with either an SQL backend to the engine, and/or through CORBA interfaces to the engine. - Project Kontor and also FreeMoney is working on SQL - schemas; Kontor is also working on Java RMI/CORBA - interfaces. Another possibility is to create a web application server, and have users do much/most of I/O via a web interface, possibly using the register object as a browser @@ -2623,13 +2690,33 @@ Password:
  • user authorization
    • -
  • non-repudiability
    • +
  • non-repudiability (needed only for peer-to-peer??)
  • encryption of network connections
    • -

    +

    + Status: Partly done. (gnucash 1.6.0, Linas) + The postgres backend fully + supports multiple simltaneous users. This includes + events for automatic updates of all GUI displays. + However, the GUI support is rough, no GUI dialog + for user/password. +

    +
    Address Book
    + +
    + Provide support for client/vendor/customer address books, + including street addres, eamil, phone. Also: to-do lists, + a mini-contact manager (when is last time this person + was paid? what did they say on phone the last time we + sent them a check? Is there a dispute?) +

    + Propose: use Ximian Evolution contact manager/to-do lists. +

    +
    +
    Accounts Payable, Receivable
    Add features to track sales receipts and other pending