Hi, Erik,
Thanks for taking this on!
Key things that are still blockers for me:
* AR/AP reports do not have totals
* Aging reports default search shows all accounts, even those with no
outstanding amounts, and no totals
Lots of little annoyances/regressions in user experience:
* Trial Balance (What is "Save" in this screen? Save and run - fails,
missing stored function. Save fails -- access denied).
* Links to accounts/reports from within reports don't pull up relevant
filtered results (e.g. from trial balance, following an acct link with a
date range set takes you to all transactions including outside that date
range, no start date, end date outputing a HASH)
* Using back button in a report loses many filter settings (especially
dojo widgets)
* No comparison reports -- < 1.4 lets you compare 2 date ranges, 1.4
only a single on most reports
What I've seen so far with numbers do seem to match 1.3, but have not
evaluated in depth.
Also have not gone through most workflows entirely, so I may well have
(a lot more) to add... such as check printing... (Did this get switched
away from LaTeX?)
I just tested uploading a file to an employee contact record (something
desperately needed here -- a way to store employee hire paperwork) and
there's no way to actually upload a file -- no file dialog.
Also, have not gone through permissions in detail but do have some
challenges around permissions in 1.3 at least, and am assuming are still
in 1.4. Specifically, I'd like to be able to set up an admin to handle
AR and have them be able to pull up cash receipts without being able to
see payments or AP. The Cash permissions don't seem to be able to
separate between AP and AR transactions -- all become visible when
adding cash permissions. (I can see this being relevant for AP folks, too).
We had discussed at some point simplifying the permissions screens to
show a lot fewer but more appropriate permissions. I think having the
fine-grained control is good, but it's overwhelming -- and yet here's a
case where it's insufficient. Maybe we can define a few different roles
that can aggregate appropriate permissions, and then have a more
detailed screen (eventually -- certainly not necessary now) for fine tuning.
Oh, and another case where permissions are insufficient -- different
roles need access to different files. E.g. AR probably needs access to
files attached to customers, orders, etc but not employees. HR needs
access to files attached to employees -- but most other roles should not
have access to these.
I'm thinking these basic roles as a starting point:
AR -- access to customers, AR transactions, receipts, AR vouchers
AP -- access to vendors, AP transactions, payments, check printing, AP
vouchers
Bookkeeper -- data entry on AP/AR/GL, reconciliation,
HR - employee records, files on employee contact records
Owner -- transaction approval, batch approval, draft approval, reports,
HR/Employees, Users
CPA -- read-only access to all reports, AP/AR/GL detail, Close books
Cashier -- POS
I'm sure there are many others, but those are the gist of what comes to
mind...
Cheers,
John Locke
http://www.freelock.com
On 12/02/2013 01:30 AM, Erik Huelsmann wrote:
Hi Chris,
Thanks for your addition to the thread. Are there specific scenario's
that need to be tested in AR/AP? If so, could we add those as
actions/tickets in the bug tracker? That way, we'd have a single
canonical place to look at to see steps toward 1.4.
My personal backlog in my todo list seems to be decreasing, so I'm not
just chasing items, but willing to put work in the list as well.
Bye,
Erik.
On Mon, Dec 2, 2013 at 10:11 AM, Chris Travers
<[email protected] <mailto:[email protected]>> wrote:
There are a couple reports that need to be moved over to the new
framework but they are pretty minor. The AR/AP aging report needs
a lot more testing. Timecard have a little more work to be
finished up.
Other than that just bug fixes.
Best Wishes,
Chris Travers
On Sun, Dec 1, 2013 at 7:08 AM, herman vierendeels
<[email protected]
<mailto:[email protected]>> wrote:
seems good to me
thanks!
2013/11/30 Nigel Titley <[email protected]
<mailto:[email protected]>>:
> On 30/11/2013 15:53, Erik Huelsmann wrote:
>
> Hi all,
>
>
> Today I wondered what's there between now and the point
where we can release
> 1.4.0. So, I started to look at any open 1.4 bugs. It seems
there are none
> at the moment (neither are there any open tickets on 1.3).
>
> Hmm, I haven't managed to build a working 1.4 so my testing
options are
> limited, but we found 3 (or possibly 4) bugs on the 1.4 demo
system within
> about 10 minutes of running our usual workflows on it. Is
the demo running
> the latest 1.4? All of the bugs we found got reported
directly to Chris.
>
>
> So, I would like to request everybody who is currently
running 1.4 and knows
> about any unsolved problems to report those on SourceForge
(or in response
> to this message so I can). That way, we have a canonical
place to record
> whether we're ready to release 1.4 or not.
>
> Further more, I propose we create a stabilization branch
next week, so that
> any features which are committed to trunk will appear in 1.5
and stop to
> destabilize 1.4. I'm particularly thinking of Istvan's
"invoice creation
> date"-forward port which (accidentally) caused
destabilization. If we branch
> sooner rather than later, we'll be able to control the
stability of 1.4
> better -admittedly at the cost of backport-efforts.
>
> After branching 1.4, we could release 1.4-alpha2 to
stimulate testing by a
> wider audience.
>
> That sounds sensible
>
>
>
> Irrespective of whether we branch or not, it seems more and
more people are
> starting to use Apache 2.4. To help people get a working
configuration, we
> want to deliver a separate 2.4 template - this applies to
1.4 and 1.3
> equally, so doesn't need to delay the release of a 1.4
alpha. As soon as we
> have an apache2.4 config template, we can release that with
1.3, 1.4 and put
> it in trunk, if we do so after branching.
>
> Yes
>
>
> Any other items/steps?
>
>
> --
> Bye,
>
> Erik.
>
> http://efficito.com -- Hosted accounting and ERP.
> Robust and Flexible. No vendor lock-in.
>
>
>
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