Functions to be included in Beta Summer 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
• 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
• IN PROGRESS: Reports for Addresses, Subscriptions, Special Types

Finance

Setup

• DONE Create new ledger
• Import/Export/View Account Hierarchy
• Import/Export/View CostCentre Hierarchy
• DONE manage gift motivation details

Donations

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

GL

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