Links

- [Project homepage](http://openpetra.org)

- [Source code](https://code.launchpad.net/~openpetracore/openpetraorg/trunkhosted)

- [ohloh](http://www.ohloh.net/p/openpetraorg)

## Technical

- C# [.NET, Mono]

- SQL [SQLite, MySQL, PostgreSQL]

## Preliminary evaluation

- [Started in 2009](http://www.ohloh.net/p/openpetraorg)

### Positive

- i18n, l10n

- Supports server-client deployments as well as standalone deployment.

- [Actively developed](http://www.ohloh.net/p/openpetraorg)

- [35 contributors](http://www.ohloh.net/p/openpetraorg)

- [Well-commented source code](http://www.ohloh.net/p/openpetraorg)

- [Extensibility is core](http://www.openpetra.org/organisation-benefits)

- Ledger-specific access control, three access levels.

- using fixed point arithmetic: System.Decimal data type for all money related variables (changed from Double to Decimal in end of 2010: [commit](https://github.com/openpetra/openpetra/commit/a1717237825a6c8f0d5e032c843241ed918e2344))

### Negative

- In BETA state, presently used by at least two organizations, one for accounting, one for contact management.

- [Decreasing Y-O-Y commits](http://www.ohloh.net/p/openpetraorg) <pre>2013-11-13 16:10:00     christiank      joar: I have checked for the source of increased commits in January 2011: It is a mixture of a huge bug-fixing spree and the result of a merge-into-trunk of a Sideline Branch, which then still needed more development</pre>

## Comments

    │15:48:14      christiank [\n]

    | In case you or bkuhn want to read up for yourself what OpenPetra will be  │

    | covering in its Finance Module when it is completed then you can have a   │

    | look at the Petra Finance User Guide                                      │

    | (http://www.openpetra.org/en/user-manuals). OpenPetra is based on Petra   │

    | in terms of functionality.      

## Evaluation

### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases

- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME

- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME

- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME

- [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME

- [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME

### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases for Fund Accounting

Can each of these reports be generated, confined to a specific temporarily

restricted asset type?

- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME

- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME

- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME

- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME

- [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME

- [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME

### Evaluation of [[Fund Accounting|UseCases/FundAccounting]] UseCases

- [[Fund-only View|UseCases/FundAccounting#fund-view]]

- [[Funds as part of whole org View|UseCases/FundAccounting#fundless-view]]

- [[Ignore Funds for operations|UseCases/FundAccounting#fundless-view]]

### [[UseCases/Collaborating]] evaluation

- [[Simultaneous Editing of Ledger|UseCases/Collaborating#simultaneous-ledger-edits]]: FIXME

- FIXME: Other uses cases need rewrite.

### Evaluation of [[Double-entry Accounting|UseCases/DoubleEntryAccounting]] UseCases

- Does the system implement pure double-entry accounting?

### Evaluation of [[TrackingDocumentation|UseCases/TrackingDocumentation]] UseCases

- Does the system [[link up to external documentation|UseCases/TrackingDocumentation#document-link-up]]?

- Does it have a [[the ability to explore transactions via documentation linkage|UseCases/TrackingDocumentation#document-link-explore]]?

### Evaluation of [[Handling multiple currencies|UseCases/MultiCurrency]] UseCases

- Does it support the concept of

  [[a single functional currency|UseCases/MultiCurrency]], while still

  permitting multi-currency entries?

### Evaluation of [[draft transaction|UseCases/DraftTransactions]] UseCases

- Does the system allow

  [[generally for draft transactions|UseCases/DraftTransactions#draft-general]]

  that can be later approved before officially being posted to the books? 

### Evaluation of WorkFlow UseCases

- Is a [[specific workflow dictated by the system|UseCases/WorkFlow#workflow-dictated]] ?

- Is a [[the workflow configurable|UseCases/WorkFlow#workflow-configurable]] ?

- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]] ?

### Evaluation of the [[Reading and Reporting API|UseCases/ReadingAPI]]

FIXME: This is assessment of what the API for manipulating the accounting

data does, so I think it's tough to do it as a list of questions.

### Evaluation of the [[Storage API|UseCases/StorageAPI]]

FIXME: This is assessment of what the API for storing the accounting data

does, so I think it's tough to do it as a list of questions.

### Evaluation of the [[Community Health|UseCases/CommunityHealth]]

- Is the [[license both determined as Free Software by FSF and OSI-approved|USeCases/CommunityHealth#license-approved]]?

- Is the [[license GPL-compatible||UseCases/CommunityHealth#gpl-compatible]]?

- Does the project

  [[require assignment of copyright or a CLA to get code upstreamed|UseCases/CommunityHealth#no-cla-for-profit]]?

- How many

  [[active developers/companies contribute to the project||USeCases/CommunityHealth#dev-count]]?

     * If there aren't many, how hard would it be to take over the project if needed?

- Is there good [[developer documentation|UseCases/CommunityHealth#dev-docs]]?

- How easy it to [[engage as a developer with the community|UseCases/CommunityHealth#dev-welcoming]]?

## Pre-evaluation template evaluations

### [[UseCases/FundAccounting]] evaluation

- Supports multiple ledgers

<pre>

2013-11-13 16:09:36     robp    quick reply re: fund accounting (and, to clarify, I'm not a "finance expert" but do have a good understanding of what the finance module in Petra - the percursor to OpenPetra - does)...as Tim points out we need to know from our finance users where Petra falls short of the requirements for fund accounting. Based on my rudimentary understanding of the term, I would think that much of what is needed for fund accounting can be achived with out Cost Centre structu

2013-11-13 16:09:36     robp    re (eg. production of BS and I&E reports on a specific part of the CC structure)

</pre>

### [[UseCases/Collaborating]] evaluation

- Possible to have a central application server with multiple ledgers, access control per ledger

- Multiple users can work on the same or separate ledgers at the same time

### [[UseCases/GeneratingReports]] evaluation