Latest revision as of 08:04, 19 June 2011

Feature Plan for version 4.6 of KMyMoney

Include below the items you think should be included in the next version For each item, add a subheader with a quick explanation

Features

AlkValue
Budget revamp
Performance of the ledger
Reports internal structure revamp

Detail (in progress)

All done :)

Detail (done)

AlkValue (Thomas)

Make sure we have libalkimia ready and integrated
Update testcases

Balance cache update (Fernando)

Move balance cache from storage layer to MyMoneyFile layer
Update/add related test cases

Detail (postponed)

Transaction Form Updates

The current design should be freed from some legacy design decisions that are no longer relevant
View/Edit widgets are clumsy
Transaction type tabs could be made into a combobox
Investment transactions complicate the form
Transition auto-fill to an MVC architecture
Implement tags and transaction templates
Before starting on the above, we need requirements capture and a solid design, so that all developers understand the vision for this key piece of the code.

Report structure(Alvaro)

Port to a nested structure, to match the account hierarchy
Use a QAbstractModel?
Allow reports to have an arbitrary level of detail, with subtotals for each level

Budget revamp (Alvaro)

Make budgets rolling (no longer year-specific) and have 1 on the list be the default budget
Add assets and liabilities to budget
- The user should enter the net variation for each account
- The reports will have to be adjusted for this. Probably separate budgets at first
- Variation on assets and liabilities count toward net variation
Advice whether budget is feasible: incomes should at least match expenses and net worth variation
Perhaps try to make the budget list dockable, as it won't be used much and it would be best to hide it or shrink it. Leave more room for the actual budget data

@@ Line 9: / Line 9: @@
 * Performance of the ledger
 * Reports internal structure revamp
-* Tags?
-* Schedule ids on transactions?
-* Online transfer of funds (via AqBanking)
-* Import CSV file via plugin
-* Streamline general statement interface and change OFX, QIF, HBCI and CSV plugins to use it consistently
-* Improve transaction matcher to cover more use cases
-* Improve investment support
-  * Allow transaction in the investment account
-  * Full support for online statement processing
-* Improve QIF importer to allow better conversion from other apps
-* Improve database backend
-* Improve treatment of transfer transactions (GUI/Dialogs with dual payees,No & Memo, Reports on transfers)
-* Data entry through Transaction Templates (with formulae)
-* Improve Business support (VAT, stocks, AR/AP)
-* Loans revamp (including different interest of arrears)
-==Detail==
+==Detail (in progress)==
-===Budget revamp (Alvaro)===
+All done :)
-* Make budgets rolling (no longer year-specific) and have 1 on the list be the default budget
-* Add assets and liabilities to budget
+==Detail (done)==
-** The user should enter the net variation for each account
+=== AlkValue (Thomas) ===
-** The reports will have to be adjusted for this. Probably separate budgets at first
+* Make sure we have libalkimia ready and integrated
-** Variation on assets and liabilities count toward net variation
+* Update testcases
-* Advice whether budget is feasible: incomes should at least match expenses and net worth variation
-* Perhaps try to make the budget list dockable, as it won't be used much and it would be best to hide it or shrink it. Leave more room for the actual budget data
-=== Report structure(Alvaro)===
+=== Balance cache update (Fernando) ===
-* Port to a nested structure, to match the account hierarchy
+* Move balance cache from storage layer to MyMoneyFile layer
-* Use a QAbstractModel?
+* Update/add related test cases
-* Allow reports to have an arbitrary level of detail, with subtotals for each level
+==Detail (postponed)==
 === Transaction Form Updates ===
 * The current design should be freed from some legacy design decisions that are no longer relevant
@@ Line 49: / Line 32: @@
 * Before starting on the above, we need requirements capture and a solid design, so that all developers understand the vision for this key piece of the code.
-=== AlkValue (Thomas) ===
+=== Report structure(Alvaro)===
-* Make sure we have libalkimia ready and integrated
+* Port to a nested structure, to match the account hierarchy
-* Update testcases
+* Use a QAbstractModel?
+* Allow reports to have an arbitrary level of detail, with subtotals for each level
-=== Balance cache update (Fernando) ===
+===Budget revamp (Alvaro)===
-* Move balance cache from storage layer to MyMoneyFile layer
+* Make budgets rolling (no longer year-specific) and have 1 on the list be the default budget
-* Update/add related test cases
+* Add assets and liabilities to budget
+** The user should enter the net variation for each account
+** The reports will have to be adjusted for this. Probably separate budgets at first
+** Variation on assets and liabilities count toward net variation
+* Advice whether budget is feasible: incomes should at least match expenses and net worth variation
+* Perhaps try to make the budget list dockable, as it won't be used much and it would be best to hide it or shrink it. Leave more room for the actual budget data