Functions to be included in Beta Summer 2018: Difference between revisions
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== Address management == | == Address management == | ||
* DONE Create Partners of classes FAMILY and ORGANISATION | * DONE Create Partners of classes FAMILY and ORGANISATION | ||
* | * DONE: Import Partners from text file | ||
* DONE Find Partners | * DONE Find Partners | ||
* DONE Edit Partners | * DONE Edit Partners | ||
| Line 36: | Line 36: | ||
* DONE Special Types | * DONE Special Types | ||
** DONE: Manage Special Types | ** DONE: Manage Special Types | ||
* | * Reports for | ||
** TODO Addresses | |||
** TODO Subscriptions | |||
** DONE Special Types | |||
== Finance == | == Finance == | ||
=== Setup === | === Setup === | ||
* DONE Create new ledger | * DONE Create new ledger | ||
* Import/Export/View Account Hierarchy | * DONE Import/Export/View Account Hierarchy | ||
* Import/Export/View CostCentre Hierarchy | * DONE Import/Export/View CostCentre Hierarchy | ||
* manage gift motivation details | * DONE manage gift motivation details | ||
=== Donations === | === Donations === | ||
* Import from bank statement, with matching | * DONE Import from bank statement, with matching | ||
* | * DONE Create gift batches | ||
* Post gift batches | * DONE Post gift batches | ||
* Print annual receipts | * DONE Print annual receipts | ||
=== GL === | === GL === | ||
* | * DONE Create and Edit GL Batches and GL Transactions | ||
** hide GL Journals, just one journal per batch for the moment) | ** hide GL Journals, just one journal per batch for the moment) | ||
** Import Batches and Transactions from CSV Paste | ** Import Batches and Transactions from CSV Paste | ||
* Post GL Batches | * DONE Post GL Batches | ||
* Close Month | * DONE Close Month | ||
* Close Year | * DONE Close Year | ||
* Finance Reports: Income and Expense Statement | * Finance Reports: | ||
** TODO Income and Expense Statement | |||
** TODO Balance Sheet | |||
** TODO Trial Balance | |||
** DONE Account Detail | |||
Latest revision as of 22:15, 26 Ocak 2019
This is a rough description which functions should work in Summer 2018.
This list will be used for defining tests, and documentation.
We are first aiming only for small charities, and general functionality.
see also: Functionality that should be implemented for bigger charities
Deliverables
- Linux Server application, with Javascript Client
- English and German user interface
- Manual for basic operation of OpenPetra
User management
- DONE Login with your username
- DONE Change password
- DONE Change your language
- DONE Add user
- DONE retire/unretire user
- DONE manage permissions of user
System Management
- DONE Import Database from yml.gz
- DONE Export Database to yml.gz
- DONE Scripts for Backup and Managing OpenPetra instances
Address management
- DONE Create Partners of classes FAMILY and ORGANISATION
- DONE: Import Partners from text file
- DONE Find Partners
- DONE Edit Partners
- only one address per person
- DONE Subscriptions
- only one subscription per person
- DONE: Manage Subscriptions
- DONE Special Types
- DONE: Manage Special Types
- Reports for
- TODO Addresses
- TODO Subscriptions
- DONE Special Types
Finance
Setup
- DONE Create new ledger
- DONE Import/Export/View Account Hierarchy
- DONE Import/Export/View CostCentre Hierarchy
- DONE manage gift motivation details
Donations
- DONE Import from bank statement, with matching
- DONE Create gift batches
- DONE Post gift batches
- DONE Print annual receipts
GL
- DONE Create and Edit GL Batches and GL Transactions
- hide GL Journals, just one journal per batch for the moment)
- Import Batches and Transactions from CSV Paste
- DONE Post GL Batches
- DONE Close Month
- DONE Close Year
- Finance Reports:
- TODO Income and Expense Statement
- TODO Balance Sheet
- TODO Trial Balance
- DONE Account Detail