Added evaluation template, moved pre-template evaluations to bottom.

2013-11-18 18:17:56 +01:00 · 2013-11-18 18:17:56 +01:00 · 6941532f73
commit 6941532f73
parent fbec41616e
1 changed files with 89 additions and 9 deletions
--- 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) <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
+- [[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.

 </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.