diff --git a/ExistingProjects/OpenPetra.mdwn b/ExistingProjects/OpenPetra.mdwn index ee421638aea1937597eaec3a302e4440a3a742c7..cebeaeb5ee434b1b2153ec6010c466d268973b0d 100644 --- a/ExistingProjects/OpenPetra.mdwn +++ b/ExistingProjects/OpenPetra.mdwn @@ -29,6 +29,95 @@ Links - 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) 
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
+## 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 +- [[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? + +### 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]]? + ## [[UseCases/FundAccounting]] evaluation @@ -59,12 +148,3 @@ Links 2013-11-13 16:36:25 christiank A bookkeeper (read: bkuhn in your case) would need to have a close look at what functionatlity in the Finance Module of OpenPetra does what to find those potential differences. - -## 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.