diff --git a/ExistingProjects/Postbooks.mdwn b/ExistingProjects/Postbooks.mdwn index cc0d24262af3cca9cbcf360d4f9bbf2a04879afa..a24a3ea31671845fd44820b25e469ed3327ef6bf 100644 --- a/ExistingProjects/Postbooks.mdwn +++ b/ExistingProjects/Postbooks.mdwn @@ -9,7 +9,78 @@ Daniel Pocock: * No server processes required other than PostgreSQL itself * Front end is C++ Qt client that each user installs, * 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 * The developers are also making a full web/mobile Postbooks solution that works with the same database, it is not packaged yet * the developers (xTuple) operate as a software development company maintaining the code, running an annual conference, supporting business deployments, etc * 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