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@ -446,6 +446,13 @@
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<td>Grib</td>
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</tr>
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<tr>
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<td><a href="#formats">Formats</a></td>
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<td>Medium</td>
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<td>?</td>
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</tr>
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<tr>
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<td><a href="#userpref">User Preferences/Session Mgmt.</a></td>
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@ -772,6 +779,8 @@
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to be re-run. Allow user to edit this report properties
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at a later date.
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</ul>
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Note that the customization info should be stored in a
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<a href="#formats">Format File (see below)</a>.
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</p>
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<p>Generated reports should be exportable to other gnome
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@ -947,14 +956,20 @@
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<p><b>Button Bar</b> A user-configurable button-bar
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would be nice too. The button bar is the set of
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'buttons' (open, edit...) at the top of a register
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window and the main window.</p>
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window and the main window.
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See the section <a href="#formats">Formats</a> for
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a discussion of the customization issues.
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</p>
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</li>
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<li>
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<p><b>Household Assets</b> Add an example showing how
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regular household assets (house, car, jewelry, etc.)
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should be treated. In particular, show how appreciation
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and depreciation should be treated.</p>
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and depreciation should be treated.
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See the section <a href="#formats">Formats</a> for
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a discussion of the customization issues.
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</p>
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</li>
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<li>
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@ -994,7 +1009,10 @@
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main window currently shows total asset, and total
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income-expense (profits). Make this configurable, so
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that user can show arbitrary sums of arbitrary
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accounts.</p>
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accounts.
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See the section <a href="#formats">Formats</a> for
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a discussion of the customization issues.
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</p>
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</li>
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<li>
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@ -1269,6 +1287,50 @@
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e.g. using foreign currency on a business trip?
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</li>
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</ul>
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<p></p>
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<dt><a name="formats"><b>Formats</b></a></dt>
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<dd>
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An "application format" is the defining look-n-feel of an application.
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The idea is similar to, but not the same as 'skins'/'themes'. Its similar
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to, but not the same as alllowing a user to set 'preferences'. Its similar
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to, but not the same as, allowing a user to generate customized financial
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reports. In the context of GnuCash, a 'format' should be a single file
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(that can be traded by users, uploaded and shared) that controls important
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aspects of how the application is configured.
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<p>
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In particular, the GnuCash Format should include the following:
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<ul>
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<li>A list of sample/initial accounts. These might be tailored for a
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home user (groceries, gas, electric), an apartment dweller
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(rent, laundry), or different kinds of business users.
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Because these sample accounts appear in the Format file,
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it becomes easy to create & distribute customized formats.
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<li>A list of pre-defined reports and graphs. The kind that you'd find
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for a home user might be different than for a person manageing a stock
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portfolio, which is in turn different from what a business might need.
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The Format File should include install-specific customizations, such
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as the report headers, footers, etc.
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<li>Hint of the day. The types of 'hint of the day' would be different
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for new users, than it would be for advanced users. Thus, different
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formats would have different catalogues of 'hint of the day'.
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<li>Menu Contents & Navigation. New users might be presented with a simple set
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of menu contents. 'Power Users' might be presented with deep, nested
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sets of menus, with oodles of features.
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<li>Register Layout. The layout of the register might be customized for
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different countries: e.g. in Germany, a different type of electronic
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banking seems to require the display of account numbers in separate
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columns in the register.
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</ul>
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A good format infrastructure will not only allow gnucash to be configured
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for different application domains, but also will allow users to fine-tune
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thier own prefered format. The idea for formats is was inspired by
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Adam Curry's commentary on
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<a href="http://adamcurry.editthispage.com/stories/storyReader$161">
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radio formats and Napster</a>.
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</p>
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<dt><a name="userpref"><b>User Preferences, Session Management</b></a></dt>
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@ -1686,11 +1748,19 @@
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<p>
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<b>Status:</b>
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Need to rethink whether the one-shot exchanges
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should in fact be recorded full-fledged in the engine.
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Also: Euro support is currently hacked in: the EURO is treated as
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a 'special' currency. Virtually all the Euro code can be fully
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generalized (and should be).
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<ul>
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<li>Need to rethink whether the one-shot exchanges
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should in fact be recorded full-fledged in the engine.
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Also: Euro support is currently hacked in: the EURO is treated as
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a 'special' currency. Virtually all the Euro code can be fully
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generalized (and should be).
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<li>New split architecture should store quantity and value, and
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never the price. This will simplify currency movements
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between accounts, without requiring/forcing the use of a
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currency trading account. (this also solves problems with
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rounding that occur when a price is explicitly specified.)
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Grib & dave are working this for next release.
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</ul>
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</p>
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</dd>
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@ -1724,7 +1794,7 @@
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'a double entry account which can only be credited, or
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debited, but not both'. We need to implement this.</p>
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<p><b>Current status:</b></p>
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<p><b>Current status:</b>
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<ul>
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<li>April 1998 -- The engine has a couple of flags in it
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@ -1740,6 +1810,7 @@
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always. It will not be possible to disable this and move
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to single-entry.</li>
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</ul>
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</p>
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</dd>
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<dt><a name="401K"><b>401(k), Retirement Savings Plans</b></a></dt>
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@ -1749,7 +1820,9 @@
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Retirement Savings Plans often do not put a high
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priority on tracking costs, as the tax implication is that
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amounts are taxable upon withdrawal, meaning that there is
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little necessity to track capital gains. (huh??)</p>
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little necessity to track capital gains. (huh??)
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<p>
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</p>
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</dd>
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<dt><a name="note"><b>Annotate with News Stories</b></a></dt>
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@ -1770,6 +1843,7 @@
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help. <a href="http://www.senga.org/mifluz/html/">Mifluz</a>
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might be more embeddable ... I am told that htdig-API is in
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good solid condition for this, but undocumented.
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<p></p>
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</dd>
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<dt><a name="reconcile"><b>Reconcile Auditing</b></a></dt>
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@ -1780,6 +1854,7 @@
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(and date) can be later called up as a part of an audit
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procedure. The act of reconciliation is treated as a
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historical event that needs to be logged.
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<p></p>
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</dd>
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<dt><a name="loan"><b>Loan and Mortgage Calculators</b></a></dt>
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