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Linas Vepstas 26 years ago
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@ -30,7 +30,7 @@
archives.</p>
<p>There are currently several different versions of GnuCash.
We've adopted the kernel numbering scheme: even minor relase
We've adopted the kernel numbering scheme: even minor release
numbers (1.2.x, 1.4.x) are considered to mark stable releases,
while odd numbers (1.3.x, 1.5.x) mark development releases.
</p>
@ -48,8 +48,8 @@
<p>The latest version is available only via CVS. Occasionally,
some of the more stable CVS versions are given a version number,
and packaged as a precompiled deb or rpm install package. Naive or
begining users should probably stick to version gnucash-1.4.0.
and packaged as a precompiled deb or RPM install package. Naive or
beginning users should probably stick to version gnucash-1.4.0.
More adventurous users can try one of the 1.5.x releases, However,
keep in mind that they are in a state of constant change and will
often be unstable.
@ -87,7 +87,7 @@
<li>The GUI that adds, modifies and deletes these should be
thought of as a manipulator of the data, a <b>Controller</b>.
Thus, the Motif or Gnome GUIs are merely two possible
Thus, the Motif or Gnome GUI's are merely two possible
manipulators of the data; others, based on <i>e.g.</i>
web/cgi-bin, Qt/KDE, emacs, Java applets or Java servlets
ought to be possible.</li>
@ -134,13 +134,13 @@
<li><b>Transactions</b>, which consist of a set of journal
entries (JE's) whose values sum to zero.</li>
<li><b>Journal Entries</b> (internally refered to as
<li><b>Journal Entries</b> (internally referred to as
'splits') which record prices and values.</li>
<li><b>Accounts</b>, which consist of a list of journal
entries.</li>
<li><b>Chart of Accounts</b>, which is a heirarchical tree of
<li><b>Chart of Accounts</b>, which is a hierarchical tree of
accounts.</li>
</ul>
The Engine has a very simple apply/commit model, and a simple
@ -338,7 +338,7 @@
<a name="size">
<h1>Sizings</h1>
</a>
This section attempts to guesss how hard it would be to
This section attempts to guess how hard it would be to
implement certain features.
<h2>Personal Financial Application</h2>
@ -706,22 +706,22 @@
<ul>
<li>All GUI messages currently use GNU <tt>gettext()</tt>
for the message catalogs. Translations exist for English,
British, French, Sweedish, German, Japanese.</li>
British, French, Swedish, German, Japanese.</li>
<li>Help pages available only in English and French.</li>
<li>Monetary and string handling done through glibc. The
latest glibc (2.2.3) is nedded to get the correct
latest glibc (2.2.3) is needed to get the correct
functions.</li>
<li>Yannick Le Ny &lt;y-le-ny@ifrance.com&gt; traduction
en francais</li>
<li>Most GUI input elements use the gtk text widget, and
thus use the XIM input method in asian locales. This
thus use the XIM input method in Asian locales. This
allows <i>e.g.</i> Kanji, Katakana support. However, the
register does <em>not</em> use XIM, and thus doesn't
currently support the asian languages. This needs
currently support the Asian languages. This needs
fixing.</li>
</ul>
<br>
@ -756,7 +756,7 @@
file format??). Tables & etc should be exportable to AbiWord,
StarOffice, other wi=ord processors.</p>
<p>Must be possible to e-mail reports (inluding html) to
<p>Must be possible to e-mail reports (including html) to
users. This might be a built-in function of gtk-html?</p>
<p>Reports should make use of the 'action' field ...</p>
@ -771,12 +771,12 @@
<p><b>Status:</b></p>
<ul>
<li>A general reporting infrastrucutre was implemented in
<li>A general reporting infrastructure was implemented in
Perl, in the form of html-embedded perl (ePerl). However,
this reporting mechanism was abondoned in part because
ongoing build and install problems related to eperl and
swig. Also, since eperl didn't poarticipate in the
interpreter even loop, the report generator had to runn
this reporting mechanism was abandoned in part because
ongoing build and install problems related to ePerl and
swig. Also, since ePerl didn't participate in the
interpreter even loop, the report generator had to run
as a separate process, reading data via pipes. This was
uglier than some folks liked.</li>
@ -797,7 +797,7 @@
need to be implemented.
</li>
<li>Heavy discussion by matt martin, Robert Merkel ...
<li>Heavy discussion by Matt martin, Robert Merkel ...
</li>
<li>The following technologies were rejected/unused mostly
@ -831,7 +831,7 @@
</p>
<p><b>Status:</b></p>
<ul>
<li>Different graphing packageswere evaluagted,
<li>Different graphing packages were evaluated,
<a href="http://www.gnome.org/guppi/">GUPPI</a>.
Guppi was chosen. Considered & rejected were
plotutils, gnumeric graphing code (Miguel says
@ -839,7 +839,7 @@
Miguel's/Gnumeric requirements were:
interactive plot editing -- each segment attributes
totally settable/controllable -- drag/move callbacks
when segments are click-draged.
when segments are click-dragged.
</li>
</ul>
</dd>
@ -872,7 +872,7 @@
Through multi-line transactions. Unfortunately, some users
may not properly understand multi-line transactions,
at least not initially.
Thus, a little popup is needed to allow the user to type in
Thus, a little pop-up is needed to allow the user to type in
the sales load or fee and such, and then auto-create the
needed journal entries.</p>
@ -888,7 +888,7 @@
<ul>
<li>
<p><b>Hint-of-the-Day</b>. A collection of a some
50-100 hints-of-the-day: short (2-4 sentance)
50-100 hints-of-the-day: short (2-4 sentence)
hints/tips on how to use gnucash. Every time the user
starts gnucash, an new hint shows up ...
<b>Status:</b> Hint infrastructure complete (RGM, version
@ -900,7 +900,7 @@
<li>
<p><b>Themes</b>. Some theme testing required. The
effect of themes on the register window needs to be
reviewed. Some themese look flakey in the main account
reviewed. Some themes look flaky in the main account
window, might be a gtk bug ???</p>
</li>
@ -928,7 +928,7 @@
<li>
<p><b>More account types</b> Introduce more
'fundamental' account types: (ammortized) Loan,
'fundamental' account types: (amortized) Loan,
Mortgage, ESOP, House, Line of Credit.</p>
</li>
@ -937,19 +937,19 @@
enters a new bank name, should be presented with a
combo-box listing other bank-account names ... (note
this may require implementation of engine callbacks so
that relevent code can be informed when there are new
that relevant code can be informed when there are new
bank names?)</p>
</li>
<li>
<p><b>Popup Calculator</b> All price/amount fields
<p><b>Pop-up Calculator</b> All price/amount fields
should pop up a calculator widget; output of calculator
gets entered in field.</p>
</li>
<li>
<p><b>Popup Calender</b> All date fields should pop up
a calender widget; selected date should get entered in
<p><b>Pop-up Calendar</b> All date fields should pop up
a calendar widget; selected date should get entered in
field.</p>
</li>
@ -960,7 +960,7 @@
<li>
<p><b>Configurable main-window Status Bar</b> Bottom of
main window currently shows total assest, and total
main window currently shows total asset, and total
income-expense (profits). Make this configurable, so
that user can show arbitrary sums of arbitrary
accounts.</p>
@ -999,8 +999,8 @@
documented:
<ul>
<li>
<p><b>Currency Selection Popup</b> Currency field
should get preplaced by menu of long-hand currency
<p><b>Currency Selection Pop-up</b> Currency field
should get replaced by menu of long-hand currency
names, three-letter ISO 4217 abbreviations, and symbols.
User should be able to hand-enter non-IS4217 currencies.
<b>Status:</b>
@ -1011,12 +1011,12 @@
<li>
<p><b>Cut-n-paste</b> Cut-n-paste of whole transactions
in the regsiter window... <b>Status:</b> Done. (by Dave
in the register window... <b>Status:</b> Done. (by Dave
Peticolas, in 1.4.0)</p>
</li>
<li>
<p><b>Autocompletion</b> Quickfill should also
<p><b>Auto-completion</b> Quick-fill should also
auto-complete amount, memo fields.
<b>Status:</b>
Done in 1.4.0, Dave Peticolas
@ -1065,7 +1065,7 @@
<li>
<p><b>Key Bindings for Editing Text Fields</b>. The input fields
use the gtk text widget, which provides key bindings that
are similar to the netsccape/emacs key bindings.
are similar to the Netscape/emacs key bindings.
This allows <em>e.g.</em> emacs-style ctrl-a,
ctrl-k to do the right thing.
<b>Status:</b>
@ -1111,7 +1111,7 @@
The following have been completed:
<ul>
<li>
<p><b>gtkhtml</b>. Move to gtkhtml from gtkxmhtml.
<p><b>gtkhtml</b>. Move to gtkhtml from gtk-xmhtml.
Done in 1.5, Grib.
</p>
</li>
@ -1127,7 +1127,7 @@
</p>
</li>
<li>
<p><b>guid in fileio</b>. No longer relevent with new file
<p><b>guid in fileio</b>. No longer relevant with new file
format. Dave.
</p>
</li>
@ -1164,12 +1164,12 @@
open book.
Of course, it's not deleted from the old books.
From this last, we conclude that every chart of
accounts should have a begining and ending date (that
accounts should have a beginning and ending date (that
match the book period), and the file format needs to
support multiple charts ...
</li>
<li>Memorized Transactions ... Currently, transaction
autocompletion works by autocompleting with the last
auto-completion works by auto-completing with the last
'similar' transaction. This ability will get trashed
when books for the old year get closed, because there
won't be 'similar' transactions.
@ -1178,7 +1178,7 @@
<p><b>Status:</b>
<ul>
<li>A mini-design doc exists in
<li>A mini-design Doc exists in
src/engine/future.txt</li>
</ul>
</p>
@ -1187,7 +1187,7 @@
<dt><a name="check"><b>Check Printing</b></a></dt>
<dd>
Create a check-printing ability. Includ MICR (Magnetic Ink,
Create a check-printing ability. Include MICR (Magnetic Ink,
Computer Readable) check printing abilities.
<a href="http://dir.yahoo.com/business_and_economy/shopping_and_services/financial_services/banking/checks/">
Yahoo Check Printing</a> provides a list of vendors & printers.
@ -1198,7 +1198,7 @@
<li>Bill Gribble has built a prototype based on the
gnome-print. Waiting for gnome-print to mature ...</li>
<li>Need a sample check/sample transaction to print out
sot that user can test printer.
so that user can test printer.
<li>MICR Fonts are available & brought to mailing list.
</ul>
@ -1226,8 +1226,8 @@
<li><b>Account Creation</b>
</li>
<li><b>QIF Import</b>
QIF Import is just complicated enought that it needs
a wizard walktrhough of the steps.
QIF Import is just complicated enough that it needs
a wizard walk-through of the steps.
</li>
<li><b>Budget Setup</b>
Setting up a budget.
@ -1247,32 +1247,32 @@
preferences. Preferences include things like default
currency, register layout and colors, etc.
<p>What are some of the comptitive preference-handling
<p>What are some of the competitive preference-handling
technologies? Lets get some URL's here ... Following the
unix tradition, there is no global prefernces registery.
Unix tradition, there is no global preferences registry.
Note that session management and preferences are related
things ... sort-of. Right now, we don't treat themn as such
things ... sort-of. Right now, we don't treat them as such
...</p>
<p>Session management is not implemented; viz, we don't
remember where things were left at when the user shut down
the windowing system, and we don't restore the session
afterwords. This includes: which register windows were left
open, what sizes they were, what thier placements on the
screen were, etc. I beleive session management needs to be
afterwards. This includes: which register windows were left
open, what sizes they were, what their placements on the
screen were, etc. I believe session management needs to be
coordinated with KDE and with gnome, and all compliant
window maangers will do the rest (?)</p>
window managers will do the rest (?)</p>
<p>Independently of session management, the register
windows should remember how big they were last time they
were poped up, and they should pop up the same size, again.
were popped up, and they should pop up the same size, again.
The app should remember these sizes from invocation to
invocation.</p>
<p><b>Status:</b></p>
<ul>
<li>Works good; lots of preferences in the gui.
<li>Works good; lots of preferences in the GUI.
Implemented in home-grown scheme.</li>
<li>These are saved in the '.gnucash/config.auto' file.
@ -1322,7 +1322,7 @@
SWIG</a>.
</li>
<li>
Dave to collacte & edit architecture documents.
Dave to collate & edit architecture documents.
RLB to provide diagrams.
</li>
</ul>
@ -1330,7 +1330,7 @@
<br>
</dd>
<dt><a name="alerts"><b>Recurring Transactions, Calander Alerts</b></a></dt>
<dt><a name="alerts"><b>Recurring Transactions, Calendar Alerts</b></a></dt>
<dd>
(1)Add support for automatic, recurring transactions, <em>
@ -1339,7 +1339,7 @@
etc.</em>
<p>(2) Recurring bills, salary income, etc. are simpler to
handle, since they don't have intersest rates, balloons,
handle, since they don't have interest rates, balloons,
etc. They do/will have multiple splits (<em>e.g.</em>
payroll gross, fica, futa, income taxes, payroll net).</p>
@ -1351,18 +1351,18 @@
<p>(4)Loans &amp; mortgages are one of the more complicated
recurring transactions. Typically, there might be a years
worth of smaller payments, then a long string of larger
payments, followed by a baloon.
payments, followed by a balloon.
</p>
<p>(5)Provide a calender-display of upcoming &amp; past
scheduled payments. Clicking on a calander day should raise
up editable list of transactions. Calendering should
<p>(5)Provide a calendar-display of upcoming &amp; past
scheduled payments. Clicking on a calendar day should raise
up editable list of transactions. Calendaring should
include generic red-lettering of important dates: taxes
due, insurance renewal dates, domain registration renewal
dates, ISP contract expiration date :-). These may or may
not be associated with transactions. Memoes should be
possible. Popups should happen when dates get close.
Technology: need to find/evaluate gnome-calender/dayplanner
not be associated with transactions. Memo's should be
possible. Pop-ups should happen when dates get close.
Technology: need to find/evaluate gnome-calendar/day-planner
for integration.</p>
<p><b>Design Notes:</b> Most alerts &amp; data storage
@ -1370,12 +1370,12 @@
multi-user, distributed use. <b>Note:</b> alerts should be
piggy-backed on a general alert infrastructure within the
engine, viz, registered callbacks when balances change, so
that windows can be redrawn. Not clear on if/how calander
that windows can be redrawn. Not clear on if/how calendar
events might be server-ified. (On the other hand, a good
calander should be server-ified, and thus viewable by
secretaries, co-orkers, etc.)</p>
calendar should be server-ified, and thus viewable by
secretaries, co-workers, etc.)</p>
<p>More complex financial instrucments may need a
<p>More complex financial instruments may need a
guile-based extension mechanism to compute values ....
simple interest/mortgage calculators should be done in C in
the engine ... (<em>e.g.</em> depreciation schedules ...
@ -1384,14 +1384,14 @@
<p>May need interfaces to email for emailed alerts.</p>
<p>Plot forcast graphs based on scheduled income &amp;
<p>Plot forecast graphs based on scheduled income &amp;
payments ... is this tied into budgeting ????</p>
<p><b>Status:</b></p>
<ul>
<li>Need to create design doc, need to implement engine
pieces, need to hunt down gnome-calendering bonobo.</li>
pieces, need to hunt down gnome-calendaring bonobo.</li>
<li>RLB thinks its 2-3 weeks for items 1,2,3.
</ul>
<br>
@ -1434,7 +1434,7 @@
directory.</li>
<li>Bryan Larsen has begun work .. it's scheme based ...
Dave Peticolas has some gui roughed out ...</li>
Dave Peticolas has some GUI roughed out ...</li>
</ul>
<br>
<dt><a name="testing"><b>Automated Test Suite</b></a></dt>
@ -1502,7 +1502,7 @@
A special 'report' that writes out qif could be
created.
This would use the 'reports' infrastructure to
generate qif's.
generate QIF's.
</li>
<li>It is fairly easy to traverse the data in the engine
@ -1523,11 +1523,11 @@
data from news agencies, web pages.
Add ability to download historical prices as well.
(<em>e.g.</em> get 5-year history of mutual fund
performance vs. djia).
performance vs. DJIA).
<p>Right now, stock prices are stored along with everything
else, in the main database, in the transaction table.
This leads to several aesthetic quandries.</p>
This leads to several aesthetic quandaries.</p>
<ul>
<li>It bulks up the database with 'less-than critical'
@ -1537,7 +1537,7 @@
<li>Currently, the transactions stored in the engine
are either 'critical' <em>viz.</em>,
record the movement of money, or are non-critical <em>viz.</em>
record things retreivable from the historical record,
record things retrievable from the historical record,
<em>e.g.</em> prices.
This alone is a good reason to ask that price &amp; other
non-critical financial data be stored in a separate location.
@ -1584,7 +1584,7 @@
<dd>
Install on Redhat, Caldera, Corel, SuSE, FreeBSD, TurboLinux,
etc. Possibly use a 'configure'-like way of dealing with
install inconsitencies.
install inconsistencies.
<p></p>
</dd>
@ -1599,9 +1599,9 @@
unintuitive. Weird stuff is in weird columns.
</p>
<p>
A simplfied way of dealing with one-shot currency
A simplified way of dealing with one-shot currency
exchanges needs to be implemented, essentially just a
simple calculator popup. This might be handy for the
simple calculator pop-up. This might be handy for the
occasional business traveler or tourist with some minor
currency trades.
</p>
@ -1618,10 +1618,10 @@
<p>
<b>Status:</b>
Need to rethink wether the one-shot exchanges
Need to rethink whether the one-shot exchanges
should in fact be recorded full-fledged in the engine.
Also: EURO support is currently hacked in: the EURO is treated as
a 'special' currency. Virtually all the euro code can be fully
Also: Euro support is currently hacked in: the EURO is treated as
a 'special' currency. Virtually all the Euro code can be fully
generalized (and should be).
</p>
@ -1706,11 +1706,11 @@
<dt><a name="reconcile"><b>Reconcile Auditing</b></a></dt>
<dd>When a collection of transactions get processed trhough the
<dd>When a collection of transactions get processed through the
reconcile dialogue, user needs to be able to add a note to this,
i.e. this set of je's will be treated as a group. The note
i.e. this set of JE's will be treated as a group. The note
(and date) can be later called up as a part of an audit
proceedure. The act of reconciliation is treated as a
procedure. The act of reconciliation is treated as a
historical event that needs to be logged.
</dd>
@ -1758,12 +1758,12 @@ next due date mm/dd/yy
<dt><a name="overdraft"><b>Overdraft Alerts</b></a></dt>
<dd>
Overdraft alerts are popups that pop up whenever the user
Overdraft alerts are pop-ups that pop up whenever the user
enters a transaction that would move an account below some
minimum balance, or above some max balance (for a bank
account) or an expense/spending limit is reached (on an
expense account). A similar but different alert can be
implenmented for price highs &amp; lows. Note that these
implemented for price highs &amp; lows. Note that these
alerts do <em>not</em> require any sort of calendaring or
recurring transaction support.
@ -1800,9 +1800,9 @@ next due date mm/dd/yy
Amortization Schedules</b></a></dt>
<dd>Need to
support different deprciation schedules (see IRS books for
support different depreciation schedules (see IRS books for
that). Asset depreciation is complex; there are many
different deprciation schedules, and these vary from
different depreciation schedules, and these vary from
country to country, and change when new tax laws are
implemented. It might be hard for free software to provide
a no-cost subscription to updated depreciation modules.
@ -1889,9 +1889,9 @@ next due date mm/dd/yy
&gt;&gt;
&gt;&gt; With a simple click to an icon on my desktop, ZKA4BTX logs into
&gt;&gt; T-Online, gets all my account datas from several banks, and writes
&gt;&gt; (adds) it to my CBB, Xfinans or GNUcash (QIF) files.
&gt;&gt; (adds) it to my CBB, Xfinans or GnuCash (QIF) files.
&gt;&gt;
&gt;&gt; Another very important thing is that I can do all my tranfers
&gt;&gt; Another very important thing is that I can do all my transfers
&gt;&gt; offline, editing a transfer sheet, and ZKA4BTX sends these
&gt;&gt; transfers in one step to my bank.
&gt;
@ -2099,13 +2099,13 @@ etc ...
provided a well-defined way of getting at, and
perhaps even modifying, GnuCash data.
(Actually, this is not true: GnuCash already provides
a uniform, well-documented, prefered data access API.
a uniform, well-documented, preferred data access API.
As long as this
API is used, there is some gaurantee that data is stored
API is used, there is some guarantee that data is stored
in a self-consistent fashion. Not using the GnuCash
programming interfaces risks corrupting the data.
Direct access to the data is dangerous and discouraged.
Furthermore, The API is guarenteed to be backwards
Furthermore, The API is guaranteed to be backwards
compatible with a variety of data storage formats.
Due to enhancements, the actual form of the data stored in
a flat file, or in the SQL database, may change without
@ -2117,7 +2117,7 @@ etc ...
considerable <em>administrative</em> overhead in terms
of getting them set up.
This may be a minor cost to a business enterprise
that routinely hires DataBase Administrators.
that routinely hires Database Administrators.
It is <em>not</em> acceptable to require this of
naive users that may find "simple" things like
<pre>
@ -2138,7 +2138,7 @@ Password:
<a href="ftp://koobera.math/uic.edu/www.cdb.html">cdb</a>,
or something like
<a href="http://www.opengroup.org/public/prods/dmm4.htm">
ISAM</a> (Note CQL++ supports ISAM access methds), or
ISAM</a> (Note CQL++ supports ISAM access methods), or
even an embedded SQL engine such as
<a href="http://www.ispras.ru/~knizhnik/gigabase.html">
GigaBASE</a>.
@ -2240,7 +2240,7 @@ Password:
<dt><a name="invoice"><b>Invoicing</b></a></dt>
<dd>Invoicing. Several compnenents:
<dd>Invoicing. Several components:
<ul>
<li>Record an invoice. Assign it a serial number. Be able
to reprint/report based on invoice serial number.
@ -2307,7 +2307,7 @@ Password:
Genius Trader</a> stock graphing tool. Based on Perl and Tk.</li>
<li><a href="http://www.ifxforum.org">IFX Forum</a> an XML-based
finacial-info exchange protocol developed by various banks.</la>
financial-info exchange protocol developed by various banks.</la>
<li><a href="http://www.daveware.com/linuxrapid.html">
Xrapid</a> stock technical analysis.</li>
@ -2316,7 +2316,7 @@ Password:
command-line toll for getting stock quotes. Implemented in C.</li>
<li><a href="http://sourceforge.net/project/?group_id=3522">
Accountant</a> project at sourcforge aims to create a generic
Accountant</a> project at sourceforge aims to create a generic
business library.</li>
<li><a href="http://www.ios-online.de/Linux-Kontor/">
@ -2364,7 +2364,7 @@ Password:
RPM's</a></li>
<li><a href="http://www.sabotage.net/security/ecash/lucre/">
-lucre</a> a publicaly available version of e-cash.</li>
-lucre</a> a publicly available version of e-cash.</li>
<li><a href="http://www.openapplications.org/">Open
Applications Group</a> is developing specs for accounting
@ -2387,7 +2387,7 @@ Password:
<li><a href="http://www.integrion.com/">Integrion</a>, a
16-bank + IBM consortium aimed at building up on-line banking
infrastructure. Mostly aimed at mainframes, middleware, high
infrastructure. Mostly aimed at mainframes, middle-ware, high
transaction volumes and data integrity.
</li>
@ -2419,7 +2419,7 @@ Password:
</li>
<li><a href="http://www.ispras.ru/~knizhnik/gigabase.html">
GigaBASE</a> embeddabale SQL database.</li>
GigaBASE</a> embeddable SQL database.</li>
</ul>
<h1>Historical References</h1>

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