Functions to be included in Beta Summer 2018: Difference between revisions

From OpenPetra Wiki
Jump to navigation Jump to search
No edit summary
Line 1: Line 1:
This is a rough description which functions should work in Beta Summer 2015.
This is a rough description which functions should work in Summer 2018.


This list will be used for defining tests, and documentation.
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 ==
== Deliverables ==
* Windows Standalone version
* Linux Server application, with Javascript Client
* Linux Server application, with Windows Remote client
* English and German user interface
* English user interface
* Experimental support for german user interface


== User management ==
== User management ==
* Login with your username
* DONE Login with your username
* Change password
* DONE Change password
* Change your own settings
* Change your own settings
* Add user
* Add user
Line 25: Line 27:
* Create Partners of various classes
* Create Partners of various classes
* Import Partners from text file
* Import Partners from text file
* Find Partners
* IN PROGRESS Find Partners
* Edit Partners
* IN PROGRESS Edit Partners
* Subscriptions
* Subscriptions
* Special Types
* Special Types

Revision as of 06:41, 28 March 2018

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

User management

  • DONE Login with your username
  • DONE Change password
  • Change your own settings
  • Add user
  • retire user
  • manage permissions of user

System Management

  • Import Database from yml.gz
  • Export Database to yml.gz
  • Admin console for automated backups

Address management

  • Create Partners of various classes
  • Import Partners from text file
  • IN PROGRESS Find Partners
  • IN PROGRESS Edit Partners
  • Subscriptions
  • Special Types
  • Reports for Addresses, Subscriptions, Special Types

Finance

Setup

  • Create new ledger
  • Import/Edit Account Hierarchy
  • Import/Edit CostCentre Hierarchy
  • manage gift motivation details

Donations

  • Import from bank statement, with matching
  • Create gift batches
  • Post gift batches
  • Print annual receipts

GL

  • Create GL Batches
  • Post GL Batches
  • Close Month
  • Close Year
  • Finance Reports: Income and Expense Statement, Balance Sheet, Account Detail