From c285636a4d77dad91bcc216c0d3f2a3c42abcf47 Mon Sep 17 00:00:00 2001 From: Linas Vepstas Date: Fri, 2 Jun 2000 06:14:23 +0000 Subject: [PATCH] status updates git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@2393 57a11ea4-9604-0410-9ed3-97b8803252fd --- doc/html/C/projects.html | 647 ++++++++++++++++++++++++--------------- 1 file changed, 396 insertions(+), 251 deletions(-) diff --git a/doc/html/C/projects.html b/doc/html/C/projects.html index 5ee37ca8b0..e44aacd9a0 100644 --- a/doc/html/C/projects.html +++ b/doc/html/C/projects.html @@ -375,8 +375,8 @@ "Personal Finance Functionality Requirements"> Feature - Sizing + Responsible @@ -388,152 +388,198 @@ Internationalization Small + Dave Reports Small + Graphs Medium + Guppi/Bill - Simplified Stock Ledger + Simplified Ledger Small + Dave,Linas Themes, Icons, Glitz Medium + - Books, Accounting Periods + Miscellaneous Small Tasks - Small + Medium + - Check Printing + Alerts, Recurring + Transactions - Small + Medium + RLB - User Preferences + Budgeting Medium + Dave - Extension Language Support + Check Printing + + Small + Grib + + + + User Preferences/Session Mgmt. Medium + - 401K etc. + Quicken(TM) Import Small + Grib - Annotate with Investment News + Quicken(TM) Export Small + Grib - Loan and Mortgage Calculators + Books, Accounting Periods Small + Linas - Budgeting + Multiple Currencies Medium + Rethink Requirements-Linas - Overdraft Alerts + Extension Language Support + + Medium + RLB + + + + Stock Quotes, Price Quotes Small + RLB - Alerts, Recurring - Transactions + Install - Medium + Small ? + - Quicken(TM) Import + Forced Double Entry Small + - Quicken(TM) Export + 401K etc. Small + - Stock Quotes, Price Quotes + Documentation Small + - Technical Stock Analysis + Annotate with Investment News - Medium + Small + - Depreciation, Sinking Funds + Loan and Mortgage Calculators - Medium + Small + - OFX, Online Banking, Trading, - Bill-pay + Overdraft Alerts - Large + Small + - Multiple Currencies + Technical Stock Analysis Medium + - Double Entry Accounting + Depreciation, Sinking Funds - Small + Medium + + + + + OFX, Online Banking, Trading, + Bill-pay + + Large + Dave Tab-delimited ASCII export Small + Tax Preparation Large + @@ -541,12 +587,14 @@ organizers Medium + Emergency Records Organizer Small + @@ -559,6 +607,7 @@ Feature Sizing + Responsible @@ -571,18 +620,21 @@ Objects Large + SQL I/O Medium + Linas Multi-User Support Medium + @@ -590,30 +642,35 @@ Receivable Medium + Payroll Medium + Invoicing Medium + Job Costing Medium + Expense Accounts Large +
@@ -697,6 +754,8 @@ report, Market Index report, Stock Option values, Estimation of capital gains tax liabilities.

+

Reports should be printable to printer.

+

Status:



@@ -1147,125 +1282,31 @@
-
- -
401(k), RSP
- -
- 401K, 403, IRA, Roth IRA, SEP, Keogh ... "Retirement Savigs - Plans" - -

Retirement Savings Plans often do not put a high - priority on tracking costs, as the tax implication is that - amounts are taxable upon withdrawal, meaning that there is - little necessity to track capital gains. (huh??)

-
- -
Annotate with News Stories
- -
- Download, save, annotate investment news and research. - -

Provide a way of storing news stories with accounts, and - possibly annotating individual transactions in the same - way.

-
- -
Loan and Mortgage - Calculators
- -
- Provide a variety of simple GUI utilities to allow user to - calculate the future value of loans, mortgage payments, - interest payments, etc. - -

Status:

- - -
-
-
- -
Overdraft Alerts
+
Recurring Transactions, Calander Alerts
- Overdraft alerts are popups 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 & lows. Note that these - alerts do not require any sort of calendaring or - recurring transaction support. - -

Design requirements: implement multiple (not just two) - alerts for any account type. Alert should consist of

- - -
-
- - -

Status:

- - -
-
-
- -
Recurring Transactions, Calander - Alerts
- -
- Add support for automatic, recurring transactions, + (1)Add support for automatic, recurring transactions, e.g. mortgage payments, fixed-interest bonds, regular salary checks, regular gas/phone/electric bills, etc. -

Loans & mortgages are one of the more complicated - recurring transactions. Consider the following dialogue - layout:

-
-loan amount $_____________ currency _________ (pull-down menu)
-Remaining balance $___________
-Payment amount $___________
-balloon  payment $_____________
-other payment $________  (e.g. escrow, tax)
-Payment frequency (weekly/monthly/bimonthly/quarterly/yearly)
-loan start date mm/dd/yy   length -----(weeks/months/years/peyments)
-loan time left (number of days/weeks/months, rounded)
-number of payments left
-interest rate  %__________________
-payee ____________
-pay-from account __________________
-next due date mm/dd/yy
-
- Note that in the above, not all fields are independent: - some can be calculated from others. The other - payment should bring up a mini-register, allowing user - to add any number of splits.
-
- - -

Recurring bills, salary income, etc. are simpler to +

(2) Recurring bills, salary income, etc. are simpler to handle, since they don't have intersest rates, balloons, etc. They do/will have multiple splits (e.g. payroll gross, fica, futa, income taxes, payroll net).

-

Provide a calender-display of upcoming & past +

(3)Provide list of upcoming & recently paid + bills/scheduled payments/scheduled deposits for the next + 1,2,3,6,12 months. Historical view shows payments crossed + out (!?)

+ +

(4)Loans & 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. +

+ +

(5)Provide a calender-display of upcoming & past scheduled payments. Clicking on a calander day should raise up editable list of transactions. Calendering should include generic red-lettering of important dates: taxes @@ -1276,11 +1317,6 @@ next due date mm/dd/yy Technology: need to find/evaluate gnome-calender/dayplanner for integration.

-

Provide list of upcoming & recently paid - bills/scheduled payments/scheduled deposits for the next - 1,2,3,6,12 months. Historical view shows payments crossed - out (!?)

-

Design Notes: Most alerts & data storage should be driven out of the engine. This will enable multi-user, distributed use. Note: alerts should be @@ -1308,6 +1344,7 @@ next due date mm/dd/yy

  • Need to create design doc, need to implement engine pieces, need to hunt down gnome-calendering bonobo.
    • +
  • RLB thinks its 2-3 weeks for items 1,2,3.


@@ -1364,23 +1401,24 @@ next due date mm/dd/yy

Status:

    -
  • Quicken import is implemented and mostly works. Work - needs to be done for recurring transactions, etc.
    • +
  • Quicken import is implemented and mostly works. + (Bill Gribble, Done, in version 1.4.0)
    • + +
  • Work needs to be done for recurring transactions, etc.
  • QIF processing, as used for on-line banking, is not implemented. That is, staged import isn't done. - -

    Note that since banks use QIF, the correct + Note that since banks use QIF, the correct way to reconcile bank accounts on-line is through - QIF.

    - -

    On one side, we have existing recorded transactions; + QIF. + On one side, we have existing recorded transactions; on the other, the latest bank statement, in QIF - format.

    - -

    Now, just put them together ...

    + format. + Now, just put them together ... + Grib estimates 2 weeks for this. +


@@ -1466,6 +1504,188 @@ next due date mm/dd/yy stand-alone perl script run from crontab. This will be done by writing scheme wrappers for the module (???) + +
  • RLB has integrated with GUI, using scheme. Done in + version 1.4.0. Does this mean gnc-prices is dead, or is it + --batch ?? + +
    +
    +
    • + +
    Install
    + +
    + Install on Redhat, Caldera, Corel, SuSE, FreeBSD, TurboLinux, + etc. +
    + +
    Multiple Currencies
    + +
    + Need to support multiple currencies. + Work is needed in the GUI. The engine currently supports + multiple currencies by treating them as securities, thus + allowing currency trading. The currency-trading register + needs a complete overhaul as it is obtuse and + unintuitive.

    + +

    A simplfied way of dealing with one-shot currency + exchanges needs to be implemented, essentially just a + simple calculator popup.

    + +

    + Status: Need to rethink wether 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 + generalized (and should be). +

    + +
    + +
    Forced Double-Entry
    + +
    + The system supports double-entry: every transaction + indicates a pair of accounts: one is debited, and one is + credited. + +

    Double-entry is a powerful way of ensuring the integrity + of of the financial data. Currently, while double-entry is + supported, its use is not enforced: the user can + create dangling transactions, where only one account is + indicated.

    + +

    Although this is acceptable for home use (arguably + desirable, since it allows the casual user the simplicity + they desire), it is not acceptable for business use. (The + counterargument is that casual users that aren't + accountants need all the help at getting things right that + they can get.)

    + +

    It must be possible to enforce double entry, so that a + transaction cannot be completed until two accounts have + been specified.

    + +

    Restricted Double Note that sometimes, the words + 'single-entry' have a an alternate meaning: they can mean + 'a double entry account which can only be credited, or + debited, but not both'. We need to implement this.

    + +

    Current status:

    + +
      +
    • April 1998 -- The engine has a couple of flags in it + that control double-entry behavior: it can be made lax or + strict, however, they are compiled in, and there is no + way to change them from the GUI.
      • + +
    • Dec 1998 -- Scrubber functions implemented to crawl + through data, and find all unbalanced or orphaned + transactions.
      • + +
    • May 2000 -- Default will be changed to double-entry + always. It will not be possible to disable this and move + to single-entry.
      • +
    +
    +
    +
    + +
    401(k), RSP
    + +
    + 401K, 403, IRA, Roth IRA, SEP, Keogh ... "Retirement Savigs + Plans" + +

    Retirement Savings Plans often do not put a high + priority on tracking costs, as the tax implication is that + amounts are taxable upon withdrawal, meaning that there is + little necessity to track capital gains. (huh??)

    +
    + +
    Annotate with News Stories
    + +
    + Download, save, annotate investment news and research. + +

    Provide a way of storing news stories with accounts, and + possibly annotating individual transactions in the same + way.

    +
    + +
    Loan and Mortgage Calculators
    + +
    + Provide a variety of simple GUI utilities to allow user to + calculate the future value of loans, mortgage payments, + interest payments, etc. + +

    Consider the following dialogue layout:

    +
    +loan amount $_____________ currency _________ (pull-down menu)
+Remaining balance $___________
+Payment amount $___________
+balloon  payment $_____________
+other payment $________  (e.g. escrow, tax)
+Payment frequency (weekly/monthly/bimonthly/quarterly/yearly)
+loan start date mm/dd/yy   length -----(weeks/months/years/payments)
+loan time left (number of days/weeks/months, rounded)
+number of payments left
+interest rate  %__________________
+payee ____________
+pay-from account __________________
+next due date mm/dd/yy
+
    + Note that in the above, not all fields are independent: + some can be calculated from others. The other + payment should bring up a mini-register, allowing user + to add any number of splits.
    +
    + +

    Status:

    + +
      +
    • Not Started.
      • +
    +
    +
    +
    + +
    Overdraft Alerts
    + +
    + Overdraft alerts are popups 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 & lows. Note that these + alerts do not require any sort of calendaring or + recurring transaction support. + +

    Design requirements: implement multiple (not just two) + alerts for any account type. Alert should consist of

    + +
      +
    • value point or price point
      • + +
    • movement direction
      • + +
    • 'is active' boolean flag (i.e. Should be + possible to 'turn off alert' without deleting it)
      • + +
    • memo text
      • +
    +
    +
    + + +

    Status:

    + +
      +
    • Not Started.


    @@ -1473,7 +1693,7 @@ next due date mm/dd/yy
    Technical Stock Analysis
    -
    Provide technical sotck analysis graphs, e.g. +
    Provide technical stock analysis graphs, e.g. volume, 90 moving avg, beta, etc. See gstalker for example of how to do it ...
    @@ -1579,71 +1799,6 @@ next due date mm/dd/yy -
    Multiple Currencies
    - -
    - Need to support multiple currencies. - -

    Work is needed in the GUI. The engine currently supports - multiple currencies by treating them as securities, thus - allowing currency trading. The currency-trading register - needs a complete overhaul as it is obtuse and - unintuitive.

    - -

    A simplfied way of dealing with one-shot currency - exchanges needs to be implemented, essentially just a - simple calculator popup.

    -
    - -
    Forced Double-Entry
    - -
    - The system supports double-entry: every transaction - indicates a pair of accounts: one is debited, and one is - credited. - -

    Double-entry is a powerful way of ensuring the integrity - of of the financial data. Currently, while double-entry is - supported, its use is not enforced: the user can - create dangling transactions, where only one account is - indicated.

    - -

    Although this is acceptable for home use (arguably - desirable, since it allows the casual user the simplicity - they desire), it is not acceptable for business use. (The - counterargument is that casual users that aren't - accountants need all the help at getting things right that - they can get.)

    - -

    It must be possible to enforce double entry, so that a - transaction cannot be completed until two accounts have - been specified.

    - -

    Restricted Double Note that sometimes, the words - 'single-entry' have a an alternate meaning: they can mean - 'a double entry account which can only be credited, or - debited, but not both'. We need to implement this.

    - -

    Current status:

    - -
      -
    • April 1998 -- The engine has a couple of flags in it - that control double-entry behavior: it can be made lax or - strict, however, they are compiled in, and there is no - way to change them from the GUI.
      • - -
    • Dec 1998 -- Scrubber functions implemented to crawl - through data, and find all unbalanced or orphaned - transactions.
      • - -
    • May 2000 -- Default will be changed to double-entry - always. It will not be possible to disable this and move - to single-entry.
      • -
    -
    -
    -
    -
    Tab-delimited ASCII file format
    @@ -2001,9 +2156,7 @@ Password:
  • - GnuCash Mail archives
    • - -
  • -- alternate.
    • + GnuCash Mail archives -- alternate.
  • gstalker gtk/gnome stock grapher.
    • @@ -2134,9 +2287,7 @@ Password:
    - Draft version 0.37 -- May 2000 - -

    Linas Vepstas + Draft version 0.38 -- June 2000 + Linas Vepstas linas@linas.org
    -

    - -

    updates by Christopher Browne cbbrowne@ntlug.org
    -