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@ -9,7 +9,78 @@ Daniel Pocock:
* No server processes required other than PostgreSQL itself * No server processes required other than PostgreSQL itself
* Front end is C++ Qt client that each user installs, * Front end is C++ Qt client that each user installs,
* it seems to run OK over VPN (IPsec) to a remote PostgreSQL * 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 * 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 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 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 * 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