Changeset - 214f85b47ee9
[Not reviewed]
Merge
0 7 0
Bradley Kuhn (bkuhn) - 8 years ago 2013-11-15 17:02:10
bkuhn@ebb.org
Merge branch 'master' of oak.sfconservancy.org:npo-acct
6 files changed with 90 insertions and 5 deletions:
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ExistingProjects/EvaluationTemplate.mdwn
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## Evaluation of [Reporting|UseCases/GeneratingReports] UseCases
 
## Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases
 
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME
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@@ -8,3 +8,3 @@
 

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

	
ExistingProjects/Frontaccounting.mdwn
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@@ -31,3 +31,3 @@
 

	
 
## Evaluation of [Reporting|UseCases/GeneratingReports] UseCases
 
## Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases
 
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: Yes
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@@ -41,3 +41,3 @@
 

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

	
ExistingProjects/GNUEnterprise.mdwn
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@@ -4,3 +4,14 @@ Links
 
- <http://www.gnuenterprise.org> - Project homepage
 
- <http://www.gnu.org/software/gnue/gnue.html> - FSF's GNUe page, which http://gnuenterprise.org redirects to.
 
- <http://bzr.savannah.gnu.org/lh/gnue/> - Source code
 

	
 
<http://www.gnuenterprise.org> and <http://gnuenterprise.org> has been unreachable on 2013-10-22, 2013-10-23, 2013-10-24.
 
<http://www.gnuenterprise.org> and <http://gnuenterprise.org> has been unreachable on 2013-10-22, 2013-10-23, 2013-10-24. It is reachable as of 2013-11-15.
 

	
 
## Technical
 

	
 
## Preliminary evaluation
 

	
 
- GNUe-dev mailing list is not very active: <http://lists.gnu.org/archive/html/gnue-dev/>
 
- GNUe mailing list is not very active: <http://lists.gnu.org/archive/html/gnue/>
 
- No GNUe announcements since 2009: <http://lists.gnu.org/archive/html/gnue-announce/>
 
- I can get the bazaar repo and then get all the GNUe packages by running `./bin/bzr-get-all`, each of the GNUe packages then have an `INSTALL` file in its subdirectory but I cannot find meta-installation instructions for GNUe anywhere on the web, nor in the main GNUe bazaar repository.
ExistingProjects/OpenPetra.mdwn
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@@ -24,2 +24,3 @@ Links
 
- 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))
 

	
ExistingProjects/Postbooks.mdwn
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@@ -5,2 +5,3 @@ Josh Berkus: PostBooks is the pure-OSS GL module from xTuple, which was renamed
 
Daniel Pocock:
 

	
 
* I've recently packaged it for Debian and Ubuntu, this may help it achieve wider usage than some of the more heavy weight Java-based ERP solutions as they are not easily packaged
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@@ -10,2 +11,3 @@ Daniel Pocock:
 
* it seems to run OK over VPN (IPsec) to a remote PostgreSQL
 
* It has a permissioning system, the PostgreSQL users are Postbooks users
 
* it can be customised by adding fields and buttons to forms and adding custom logic using JavaScript
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@@ -14 +16,71 @@ Daniel Pocock:
 
* the CPAL license is potentially not GPL compatible, although it is agreed that CPAL is a free license
 

	
 

	
 
## Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases
 
- [[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 [[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? YES
 

	
 
# 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]]
 

	
 
Using PostgreSQL as the back-end
 

	
 
## [[UseCases/WorkFlow]] evaluation
 
- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]]: FIXME
ExistingProjects/Tryton.mdwn
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@@ -42,2 +42,3 @@ Links:
 
- Can create reports -- [[!wikipedia Tryton#Technical_features]]
 
- Using fixed point in Accouting. Decimal is used on server layer and numeric on the database layer. 
 

	
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