[cvs] [Wiki] changed: MinervaModule

[Duck]

duck  Fri, 18 Apr 2008 04:14:35 -0400

Modified page: http://wiki.horde.org/MinervaModule
New Revision:  1.1
Change log:  Update with current status

@@ -1,49 +1,7 @@
-+ Minerva
++ Minerva

-Minerva is an on-line invoicing application. The aim is to provide an
complete billing system that runs alone or as a supporter for other
application that needs invoicing.
-
-+++ Document types
-
-Additional to the default ones (?proforma?, ?invoice?) you can create your
own invoice or better say document type. For example if you manage goods and
you must first send items and wait delivery confirmation, you can create a
type ?delivery? or ?delivery note?. Send the created ?delivery note? to the
client and when he return you the signed paper, just convert the delivery to
the normal invoice.
-
-The first ordered one is the default.
-
-All document types have his own counter. By default is reseted at every now
year. The next document id is passed to preference ?invoice_name? to
retreive its name. When you create a new type you can supply the counter
offset from where to start counting. So if you set your offset to 11, and
the preference name is set default, your next invoice name would be
?12/2007?. Minerva checks that the invoice name is unique in every type.
-
-+++  Document Drafts
-
-Drafts are used to convert invoice data in a document form. For every type
there must be a corresponding template in /templates/convert/<typeID>.html.
Is supposed that every draft has at least one html file, which is passed and
filled by Horde_Template. This file must be named <typeID>.html.
-
-You can have a file named footer.html and header.html which will be added
on the top/bottom of the page. If header/footer fill be found, it will
search for them in the main draft folder. So you can have a general
header/footer for all drafts.
-
-+++ Document statuses
-
-Like for types, you can  create your own invoice statuses. And assign them
to different invoice types by the statuses matrix in the the status
administration form.
-
-+++ Permissions
-
-You can assign permission per ever status, type or outcome by the Horde
Permission user interface. This allows you to limit the usage or access to
different program parts or document statuses. For example you marketing
department can create only proformas, but only the director can create the
final invoice. Or for example your secretary can only update the status of
the invoice to ?paid?, but she can edit the invoice.
-
-+++ Locks
-
-When open an invoice id denied if the invoice is opened by another user.
The lock is hold for 30 minutes or till the editing user exits the invoice
editing page.
-
-+++ Recurrences
-
-Recurrences has two main features. The first is something like ?Favorites?
for invoicing.  If you often create a new invoice whit the same articles
etc, you can just click ?the create new invoice? button and you will be
redirected to the new invoice forum filled with the old invoice data.
-
-The second feature is automatic invoice creation. A invoice can be
automatically repeated form the supplied starting date. And it can occurs
till the ending date or till the number of recurrences. The batch will
automatically change the publishing date. The service date is calculated
from supplied intervals. For more information check the ?recurrence.php?
script int the Minerva scripts directory. This script should be added to
your periodical command scheduler (cron).
-
-+++ Clients
-
-Minerva has not his own clients container. The invoice fields are free for
typing everything you want.
-But if Minerva detects the instalation of Turba Address book, will add an
?Add client? icon next to the client name filed. Using it, will open an
pop-up with a simple browsing of your clients address book. Click on the
client name, and the client data will fill the invoice form and the pop-up
will close. The data are transferred to the invoice. And will remain
unchanged, if you change or delete client data.
-
-+++ Articles
-
-Neary the same as for clients, articles can be added directly in the
invoice or in imported from any
-application that has listCostObject method (Merk, Whups, Nag) The required
fields are: name, price, tax. All the other fields are optional. You can add
any article detail only by altering the template and add column in the
database table. Minerva will automatically check the table structure and
update the columns receives from the invoice form.
+Minerva is an on-line invoicing application. The aim is to provide an
complete standalone invoiceing system and provide invoicing functionality to
other applications.

 +++ General futures

 * Custom invoice types (proforma, invoice, delivery note, ...)
@@ -52,18 +10,22 @@
 * Export invoice in XML (single invoice or multiply)
 * Export invoice list in CSV file
 * Reseller, tracking resellers revenue and resellers
 * Email drafts
+* Bank accounts list
 * Invoice drafts
+* Send custom text document to all/selected clients
 * Print several invoices at once
 * Mass download (in a zipfile)
-* Mass status change
+* Mass status change
+* Detailed advanced serach
+* Api to provide invoices for other modules

 Outcome
 * tracking of outgoing money from your company (when, to who...) display
outcome dues in calendar
 * Bank accounts, track from which account the bill was paid

-Statistics
+Statistics with graphs
 * Expired invoices, List and send notifications for expired invoices and
send notify emails to client
 * Revenue, Calculate income and outcome in certain period confront the two
calculation
 * Taxes, calculate taxes from selected invoices

@@ -77,4 +39,48 @@
 * recent Horde CVS snapshot
 * Horde_Currencies from incubator
 * Horde_Taxes from incubator
 * Horde_Helper_* from incubator
+* Horde 4.0+
+
++++ Types
+
+Additional to the default ones (proforma, invoice) you can create your own
invoice/document type. For example if you manage goods. You first send items
and wait delivery confirmation then issue the invoice. To track this, you
can create a document type called delivery note. Send the created delivery
note along with the items, and when the customer returns the signed paper,
you just convert the delivery to the normal invoice with one click.
+
+The first ordered one is the default.
+
+All document types have his own counter, restarted every year. The next
document id is passed to preference invoice_name to create document name
(human redable unique id). You can provide an id offset if you did not start
with zero.
+
++++ Statuses
+
+Like for types, you can create your own invoice statuses (default are
Pending and Paid). And assign them to different invoice types by the
statuses matrix in the the status administration form.
+
++++  Tempaltes
+
+Tempaltes are used to convert invoice data in a document pritable form. For
every type there must be a corresponding template in
/templates/convert/<type ID>.html. The temaplte file is processed with
Horde_View.
+
+You can have a file named footer.html and header.html which will be added
on the top/bottom of the page. If header/footer fill be found, it will
search for them in the main tempaltes folder. So you can have a general
header/footer for all tempaltes.
+
++++ Permissions
+
+You can assign access permission per ever status, type or outcome with the
Horde Permission user interface. This allows you to limit the usage or
access to different program parts or document statuses/types. For example
you marketing department can create only proformas, but only the director
can create the final invoice. Or for example your secretary can only update
the status of the invoice to paid, but she can edit the invoice itself.
+
++++ Locks
+
+When an invoice is edited, the invoice is locekd. The lock is hold for 30
minutes or till the editing user exits the invoice editing page.
+
++++ Recurrences
+
+Recurrences has two main missons. The first is Favorites functionality.  If
you often create a new invoice whit the same articles etc. You not need to
search it in the infoce list. You can just click the create new invoice
button from the reoccurence list and you will be redirected to the new
invoice forum filled with the old invoice data.
+
+The second feature is automatic invoice creation by a recurrence.php
script. This script should be added to your cron job.
+
++++ Clients
+
+Minerva has not his own clients container. The invoice fields are free for
typing everything you want.
+But if Minerva detects the instalation of Turba Address book, you will see
an Add client icon next to the client name filed. It will opens an pop-up
with a simple browsing of your clients address book. Click on the client
name, and the client data will fill the invoice form and the pop-up will
close. The data are transferred to the invoice. And will remain unchanged,
if you change or delete client data.
+
++++ Articles
+
+Nearly the same as for clients, articles can be added directly in the
invoice or in imported from any application that has the listCostObject
method (Merk, Whups, Nag etc) The required fields are: name, price, tax. All
the other fields are optional. You can add any article detail only by
altering the template and add column in the database table. Minerva will
automatically check the table structure and dinamicaly fix its queries.
+
+