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Linas Vepstas 2001-06-22 01:25:11 +00:00
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@ -638,7 +638,7 @@
</tr> </tr>
<tr> <tr>
<td><a href="#classes">Classes</a></td> <td><a href="#classes">Classes/'Action' Field</a></td>
<td>Small</td> <td>Small</td>
<td>?</td> <td>?</td>
@ -658,39 +658,46 @@
<td>Grib</td> <td>Grib</td>
</tr> </tr>
<tr>
<td><a href="#wizards">Wizards</a></td>
<td>Small</td>
<td>Dave, Bill-qif</td>
</tr>
<tr> <tr>
<td><a href="#arrangements">Arrangements</a></td> <td><a href="#arrangements">Arrangements</a></td>
<td>Medium</td> <td>Small</td>
<td>?</td> <td>?</td>
</tr> </tr>
<tr> <tr>
<td><a href="#userpref">User Preferences/Session Mgmt.</a></td> <td><a href="#userpref">User Preferences/Session Mgmt.</a></td>
<td>Medium</td> <td>Done</td>
<td>?</td> <td>?</td>
</tr> </tr>
<tr> <tr>
<td><a href="#quickim">Quicken(TM) Import</a></td> <td><a href="#quickim">Quicken(TM) QIF Import</a></td>
<td>Small</td> <td>Small</td>
<td>Grib</td> <td>Gribble</td>
</tr> </tr>
<tr> <tr>
<td><a href="#quickex">Quicken(TM) Export</a></td> <td><a href="#iifim">IIF Import</a></td>
<td>Small</td> <td>Small</td>
<td>Grib</td> <td>?</td>
</tr> </tr>
<tr> <tr>
<td><a href="#wizards">Wizards</a></td> <td><a href="#quickex">IIF Export</a></td>
<td>Small</td> <td>Small</td>
<td>Dave, Bill-qif</td> <td>Grib</td>
</tr> </tr>
<tr> <tr>
@ -718,7 +725,7 @@
<td><a href="#quote">Stock Quotes, Price Quotes</a></td> <td><a href="#quote">Stock Quotes, Price Quotes</a></td>
<td>Small</td> <td>Small</td>
<td>RLB</td> <td>?</td>
</tr> </tr>
<tr> <tr>
@ -745,8 +752,8 @@
<tr> <tr>
<td><a href="#searchdocs">Searchable Documentation</a></td> <td><a href="#searchdocs">Searchable Documentation</a></td>
<td>Small</td> <td>Done</td>
<td>?</td> <td>grib</td>
</tr> </tr>
<tr> <tr>
@ -868,6 +875,13 @@
<td>Linas</td> <td>Linas</td>
</tr> </tr>
<tr>
<td><a href="#addressbook">Address Book</a></td>
<td>Small</td>
<td>?</td>
</tr>
<tr> <tr>
<td><a href="#arap">A/R, A/P Accounts Payable, <td><a href="#arap">A/R, A/P Accounts Payable,
Receivable</a></td> Receivable</a></td>
@ -1165,6 +1179,7 @@
Through multi-line transactions. Seems to work well in Through multi-line transactions. Seems to work well in
1.6.0. 1.6.0.
</li> </li>
</ul>
</dd> </dd>
<dt><a name="glitz"><b>Themes, Icons, Glitz</b></a></dt> <dt><a name="glitz"><b>Themes, Icons, Glitz</b></a></dt>
@ -1520,6 +1535,31 @@
Create a set of wizards to walk through some of the more Create a set of wizards to walk through some of the more
complex tasks, such as new user setup, account creation, complex tasks, such as new user setup, account creation,
QIF import, budget prep, obscure functional corners. QIF import, budget prep, obscure functional corners.
<p>
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).
<p>
<b>Status:</b>
The following not done:
<ul>
<li><b>Account Creation</b>
The account creation panel is somewhat busy. Maybe
could use a wizard?
</li>
<li><b>Budget Setup</b>
Setting up a budget.
</li>
<li><b>Obscure Corners</b>
Various obscure corners of the application may be
non-intuitive, and need wizard help. e.g. stock splits?
e.g. using foreign currency on a business trip?
</li>
</ul>
<b>Completed:</b>
<ul> <ul>
<li> <li>
<b>New User Setup</b> Provide <b>New User Setup</b> Provide
@ -1531,21 +1571,13 @@
set of accounts, and have those created set of accounts, and have those created
automatically. Profiles: home-owner vs. renter automatically. Profiles: home-owner vs. renter
non-for-profit (some non-profits are very very simple, non-for-profit (some non-profits are very very simple,
just a club). just a club). Done in version 1.6.0, C. Champagne,
</li> J LewisMoss
<li><b>Account Creation</b>
</li> </li>
<li><b>QIF Import</b> <li><b>QIF Import</b>
QIF Import is just complicated enough that it needs QIF Import is just complicated enough that it needs
a wizard walk-through of the steps. Grib has a prototype. a wizard walk-through of the steps. Grib,
</li> version 1.6.0, Done.
<li><b>Budget Setup</b>
Setting up a budget.
</li>
<li><b>Obscure Corners</b>
Various obscure corners of the application may be
non-intuitive, and need wizard help. e.g. stock splits?
e.g. using foreign currency on a business trip?
</li> </li>
</ul> </ul>
<p></p> <p></p>
@ -1556,7 +1588,7 @@
<dd> <dd>
An "application arrangement" is the defining look-n-feel of an application. 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 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 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 reports. In the context of GnuCash, a 'arrangement' should be a file
(that can be traded by users, uploaded and shared) that controls important (that can be traded by users, uploaded and shared) that controls important
@ -1601,6 +1633,13 @@
<a href="http://adamcurry.editthispage.com/stories/storyReader$161"> <a href="http://adamcurry.editthispage.com/stories/storyReader$161">
radio formats and Napster</a>. radio formats and Napster</a>.
</p> </p>
<p>
<b>Status:</b>
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.
</p>
<dt><a name="userpref"><b>User Preferences, Session Management</b></a></dt> <dt><a name="userpref"><b>User Preferences, Session Management</b></a></dt>
@ -1617,30 +1656,32 @@
things ... sort-of. Right now, we don't treat them as such things ... sort-of. Right now, we don't treat them as such
...</p> ...</p>
<p>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 (?)</p>
<p>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.</p>
<p><b>Status:</b></p> <p><b>Status:</b></p>
Done, more or less, version 1.6.0.
<ul> <ul>
<li>Works good; lots of preferences in the GUI. <li>Works real good; lots of preferences in the GUI.
Implemented in home-grown scheme.</li> Implemented in home-grown scheme. (version 1.4.0,
rlb)</li>
<li>These are saved in the '.gnucash/config.auto' file. <li>These are saved in the '.gnucash/config.auto' file.
The current file format is raw scheme code, rather The current file format is raw scheme code, rather
delicate to tweak by hand ...</li> delicate to tweak by hand ...</li>
<li>Session management mostly works, but doesn't use the
sawmill/gnome/X ICCCM system. GnuCash remembers MDI
based reports, restart reopens in same state. Sizes
and shapes and positions are remembered.
Done in version 1.6.0
</li>
<li>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. Done in version 1.6.0, but seems a bit buggy.
</li>
</ul> </ul>
<br> <br>
<br> <br>
@ -1726,8 +1767,8 @@
dates, ISP contract expiration date :-). These may or may dates, ISP contract expiration date :-). These may or may
not be associated with transactions. Memo's should be not be associated with transactions. Memo's should be
possible. Pop-ups should happen when dates get close. possible. Pop-ups should happen when dates get close.
Technology: need to find/evaluate gnome-calendar/day-planner Technology: best bet is the Ximian Evolution Calander
for integration.</p> component.</p>
<p><b>Design Notes:</b> Most alerts &amp; data storage <p><b>Design Notes:</b> Most alerts &amp; data storage
should be driven out of the engine. This will enable should be driven out of the engine. This will enable
@ -1756,7 +1797,7 @@
<ul> <ul>
<li>Need to create design doc, need to implement engine <li>Need to create design doc, need to implement engine
pieces, need to hunt down gnome-calendaring bonobo.</li> pieces, need to hunt down gnome-calendaring bonobo.</li>
<li>RLB thinks its 2-3 weeks for items 1,2,3. <li>Preliminary work started.
</ul> </ul>
<br> <br>
<br> <br>
@ -1811,7 +1852,7 @@
<dt><a name="classes"><b>Classes</b></a></dt> <dt><a name="classes"><b>Classes</b></a></dt>
<dd> <dd>
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 a 'class', so that expenses (or income) can be categorized
in more than one way. For example, the expense of a trip in more than one way. For example, the expense of a trip
might include food, travel and lodging, and thus be spread over 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, budgets: viz. I set aside $10K in the budget for some activity,
then deduct the actual costs. Note that it should be possible then deduct the actual costs. Note that it should be possible
to roll the remainder over to somehere else (!) to roll the remainder over to somehere else (!)
<p>
Confusion: isn't this what the 'action' field is supposed to do?
The 'action' field is under-utilized.
<p> <p>
This requires the following: This requires the following:
<ul> <ul>
<li>place in the engine where split can be marked <li>Ability to report by class/action
(grib is implementing in a slot, with use with qif import). <li>Ability to query by class/action.
<li>gui where splits can be marked up as beloinging to a certain
class.
<li>Ability to report by class
<li>Ability to query by class.
</ul> </ul>
</p> </p>
@ -1845,8 +1885,8 @@
<dd> <dd>
Build automated test suite, including: Build automated test suite, including:
<ul> <ul>
<li>File IO consistency check. RLB. <li>File IO consistency check. Done, 1.6.0, LewisMoss
<li>Currency math correctness. Grib. <li>Currency math correctness. Done ?? Grib.
</ul> </ul>
<br> <br>
<br> <br>
@ -1856,7 +1896,8 @@
<dd> <dd>
Ability to import Quicken QIF files. Both MSMoney and 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.
<p><b>Status:</b></p> <p><b>Status:</b></p>
@ -1869,23 +1910,20 @@
Need a QIF Import wizard (there are several non-intuitive Need a QIF Import wizard (there are several non-intuitive
steps that need to be performed during import. steps that need to be performed during import.
A dialogue wizard seems like the best idea to carry 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)
</li> </li>
<li> <li>
Work needs to be done for recurring transactions, etc. Work needs to be done for recurring transactions, etc.
</li> </li>
<li> <li>
QIF processing, as used for on-line banking, is <em> QIF processing, as used for on-line banking, is <em>
not</em> implemented. That is, staged import isn't in prototype form</em> (for 1.6.1 ??)
done.
Note that since banks use QIF, the <em>correct</em> Note that since banks use QIF, the <em>correct</em>
way to reconcile bank accounts on-line is through way to updated 'cleared' reconcile state is through
QIF. QIF on-line import.
On one side, we have existing recorded transactions; On one side, we have existing recorded transactions;
on the other, the latest bank statement, in QIF on the other, the latest bank statement, in QIF
format. format.
Now, just put them together ...
Grib estimates 2 weeks for this.
</p> </p>
</li> </li>
</ul> </ul>
@ -1893,10 +1931,30 @@
<br> <br>
</dd> </dd>
<dt><a name="quickex"><b>Quicken(TM) Export</b></a></dt> <dt><a name="iifim"><b>IIF Import</b></a></dt>
<dd> <dd>
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.
<p><b>Status:</b></p>
<ul>
<li>
Sample files checked into sample directory.
No formal documentation known.
</li>
</ul>
<br>
<br>
</dd>
<dt><a name="quickex"><b>IIF Export</b></a></dt>
<dd>
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: Several design alternatives are apparent:
<ul> <ul>
@ -1908,7 +1966,8 @@
</li> </li>
<li>It is fairly easy to traverse the data in the engine <li>It is fairly easy to traverse the data in the engine
to write out qif files. Just do it.</li> to write out qif files. This is not hard. Just do it.
</li>
</ul> </ul>
<br> <br>
<br> <br>
@ -1925,48 +1984,48 @@
(<em>e.g.</em> get 5-year history of mutual fund (<em>e.g.</em> get 5-year history of mutual fund
performance vs. DJIA). performance vs. DJIA).
<p>Right now, stock prices are stored along with everything <p>Right now, stock prices are stored in a separate, simple pricedb.
else, in the main database, in the transaction table. </p>
This leads to several aesthetic quandaries.</p>
<ul> <ul>
<li>It bulks up the database with 'less-than critical' <li>Prices need to have several different status states.
information. That's bad. We need an alternate storage One state is 'critical/audited', i.e. reviewed by a human,
mechanism.</li> and important for understanding a historical transaction.
Less mportant may simply be 'audited': i.e. reviewed by a
human, but not a critical price. Lowest level: 'live data'
something that was gotten off the net, may be wrong, may
be right, who knows, who cares.
</li>
<li>Add to this the idea that we should probably store other
'technical' stock data, such as share volume, high/low/close,
daily volatility, etc.
</li>
<li>Currently, the transactions stored in the engine <li>Need access to historical quotes, for graphing charting
are either 'critical' <em>viz.</em>, of historic portfolio perfformance.
record the movement of money, or are non-critical <em>viz.</em>
record things retrievable from the historical record,
<em>e.g.</em> prices.
This alone is a good reason to ask that price &amp; other
non-critical financial data be stored in a separate location.
Add to this the idea that we should probably store other
'technical' stock data, such as share volume, high/low/close,
daily volatility, etc.
</li> </li>
</ul> </ul>
<p><b>Status:</b></p> <p><b>Status:</b></p>
<ul> <ul>
<li>Quotes.pm can obtain stock quotes from Yahoo (NYSE), Fidelity
Investments, T.Rowe Price, and do automated update of
GnuCash data files (with the <tt>gnc-price</tt> perl
script). Need to add more data sources. See <tt>
src/quotes/Quote.pm</tt> and <tt>
src/quotes/gnc-prices</tt> for details.</li>
<li> <li>
<a href="http://sourceforge.net/project/?group_id=4232"> <a href="http://sourceforge.net/project/?group_id=4232">
Quote.pm</a> is now a separate development project at Finance::Quote.pm</a> is now a separate development project at
SourceForge. SourceForge. Its a perl module.
</li> It can obtain stock quotes from Yahoo
(NYSE), Yahoo-Europe, Fidelity Investments, T.Rowe Price,
<li>Need to integrate with GUI. Right now, this is a TIAA-CREF, others. Also handles currency exchange rates.
stand-alone perl script run from <tt>crontab.</tt> RLB </li>
has written scheme wrappers for the module. Its ready now, but
not checked into cvs. Will be in 1.5. <li>A scheme wrapper allows prices to be
fetched from GUI. Done, version 1.6.0, rlbrowning.</li>
<li>
Commandline-flag replaces script file <tt>gnc-prices</tt>
perl script). Suitable for use with cron jobs.
(version 1.6.0)
</li> </li>
<li>A separate, historical-quote module can be found at the <li>A separate, historical-quote module can be found at the
@ -2113,7 +2172,12 @@
help. <a href="http://www.senga.org/mifluz/html/">Mifluz</a> help. <a href="http://www.senga.org/mifluz/html/">Mifluz</a>
might be more embeddable ... I am told that htdig-API is in might be more embeddable ... I am told that htdig-API is in
good solid condition for this, but undocumented. good solid condition for this, but undocumented.
<p></p> <p>
<b>Status:</b>
Done, using a simple keyword search, homegrown. The only
problem is it doesn't support compound expressions.
</p>
</dd> </dd>
<dt><a name="reconcile"><b>Reconcile Auditing</b></a></dt> <dt><a name="reconcile"><b>Reconcile Auditing</b></a></dt>
@ -2594,7 +2658,13 @@ Password:
does not satisfy the 'ACID' criteria</a>. does not satisfy the 'ACID' criteria</a>.
</li> </li>
</ul> </ul>
<p></p> <p>
<b>Status:</b>
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.
</p>
</dd> </dd>
<dt><a name="multiuser"><b>Multi-user Support</b></a></dt> <dt><a name="multiuser"><b>Multi-user Support</b></a></dt>
@ -2603,9 +2673,6 @@ Password:
Multi-user support should be added with either an SQL Multi-user support should be added with either an SQL
backend to the engine, and/or through CORBA interfaces to backend to the engine, and/or through CORBA interfaces to
the engine. 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 Another possibility is to create a web application
server, and have users do much/most of I/O via a web server, and have users do much/most of I/O via a web
interface, possibly using the register object as a browser interface, possibly using the register object as a browser
@ -2623,13 +2690,33 @@ Password:
<li>user authorization</li> <li>user authorization</li>
<li>non-repudiability</li> <li>non-repudiability (needed only for peer-to-peer??)</li>
<li>encryption of network connections</li> <li>encryption of network connections</li>
</ul> </ul>
<p></p> <p>
<b>Status:</b> 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.
</p>
</dd> </dd>
<dt><a name="addressbook"><b>Address Book</b></a></dt>
<dd>
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?)
<p>
Propose: use Ximian Evolution contact manager/to-do lists.
</p>
</dd>
<dt><a name="arap"><b>Accounts Payable, Receivable</b></a></dt> <dt><a name="arap"><b>Accounts Payable, Receivable</b></a></dt>
<dd>Add features to track sales receipts and other pending <dd>Add features to track sales receipts and other pending