Chris Travers | 1 Aug 05:48 2011
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New 1.3 snapshot available

Hi all;

We have released a new snapshot, available at
https://sourceforge.net/projects/ledger-smb/files/Development%20Snapshots/1.3-snapshot20110631/

This snapshot has known bugs, but it also fixes issues in the areas of:
1)  User management
2)  emailing invoices
3)  Employee management
4)  Price matrix

Additionally the beginnings of code to attach files to gl, ar, and ap
transactions has been added although it is not fully functional
(orders and quotations will also have file attachments).  Also all new
code has been reviewed and documented at least a little (patches here
are welcome!) and so from here on out there is unlikely to be much
code pruning in 1.3.

The following bugs are currently open on Souceforge

 3382956	Same invoice posted multiple times (confirmed, when reloading page)
 3382927	LaTeX escaping	 (report was involving $ characters, not confirmed)
 3380253	1.3, print check from AP transaction screen fails	(confirmed,
data structure mismatch)
 3380041	Clearing voided against a voiding invoice: returns an error
(confirmed, I haven't begun troubleshooting though)

Best Wishes,
Chris Travers

(Continue reading)

Erik Huelsmann | 1 Aug 16:44 2011
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Re: [Ledger-smb-users] New 1.3 snapshot available



On Mon, Aug 1, 2011 at 5:48 AM, Chris Travers <chris.travers-Re5JQEeQqe8AvxtiuMwx3w@public.gmane.org> wrote:
Hi all;

We have released a new snapshot, available at
https://sourceforge.net/projects/ledger-smb/files/Development%20Snapshots/1.3-snapshot20110631/

This snapshot has known bugs, but it also fixes issues in the areas of:
1)  User management
2)  emailing invoices
3)  Employee management
4)  Price matrix


On earlier occasions Chris explained that this snapshot isn't meant for production. However, the project would greatly benefit from any testing and feedback that people can give. Not in a production situation, but by setting up a test environment.

The more issues are reported before we hit the final 1.3.0 version, the less likely you'll be to hit issues when you go to use it for your own testing / production situation.


Bye,


Erik.
 
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Chris Travers | 4 Aug 04:24 2011
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Status on 1.3.0 RC1 timeline

Hi;

Here is an update.  I will probably release another snapshot tomorrow
based on the progress made.

OUTLINE
========
1)  New code documentation complete
2)  File attachments to AR/AP/GL, Invoices and Orders complete
(includes Quotations and RFQ's)
3)  Bug Reports (open, deferred)
4)  Migration and installation tools partly working

NEW CODE DOCUMENTATION
=======================
The new code has POD added for all functions.  This also means that
the review of new code is complete for 1.3 and no further pruning or
refactoring is expected outside of bug reports.  This is a big step
forward and it means one of the major requirements for 1.3.0 RC1 has
been completed.  Files have also been annotated with Perl comments as
to opportunities for better structuring them as we review the material
after 1.3 branches off.  In a few places, comments have been added to
the old code to note particular problem spots.

In the course of the project we've gone from zero documentation and 4%
of the codebase being comments (and no POD) to 14% of the codebase
being POD and comments, as well as a substantial portion of the
codebase being documentation itself (ERD's the manual, etc).  The
codebase is smaller on an absolute basis and more functional, but it
is also far better documented.  This being said, none of the
documentation is where we want it, so help is always appreciated.

FILE ATTACHMENTS
================
File attachments are now confirmed working on latest svn.  This
provides a mechanism to uploading arbitrary files and attaching them
to financial transactions and orders.  As of now, these are confirmed
working on AR, GL, and AP transactions as well as sales/vendor
invoices, and all forms of orders and quotations.  Currently the
functionality does not provide the links the system is capable of
providing when orders are consolidated.  Additionally it is unlikely
to be feasible to add automatic linking of files to invoices (from the
original order) when orders are invoiced  until the invoices and
orders are on the new codebase.  A tool may be provided as an add-on
to fill this need after 1.3 is out.

BUG REPORTS
================
The following bugs are currently open on Sourceforge.  Listing them
here along with their status:

 3385894	"Process Transactions" output mixed with HTTP Headers

This affects recurring transactions and probably involves use of
uninitialized variables  The code is very hard to maintain here.  This
is is not considered to block a release candidate.

 3384985	file mime type table does not include openoffice formats

This affects the new file attachments and will be fixed before RC1.
It's a simple omission on my part.

 3384900	subtotal on tax report is displayed as HASH()

Reported via IRC.  Has not been investigated or confirmed yet, but
should be shortly.

 3384896	No way to see taxable amount in tax report

Reported via IRC.  Has not been investigated or confirmed yet, but
should be shortly.

 3384895	ic_taxpart dropdown option not displayed right

Reported via IRC.  Has not been investigated or confirmed yet, but
should be shortly

 3384894	Long invoice does not break item list for pages

This is an issue which may affect a few users of 1.2.x.  Nonetheless,
given that 1.2 templates have to be rewritten to work on 1.3, this is
being deferred until after RC1.

 3382927	LaTeX escaping

Reported via IRC.  Not investigated or confirmed yet, but should be shortly.

 3380253	1.3, print check from AP transaction screen fails

The check template format has changed, and this makes it impossible at
present to print a check from the AP transaction screen.  Because of
the changes in workflow I think we may remove this functionality and
force checks to go through the other interfaces.

 3380041	Clearing voided against a voiding invoice: returns an error

This occurs when issuing a zero-amount payment through the new single
payment interface.  Troubleshooting has only just begun.

 3380036	Both VOIDing and original invoice showing 'open' in receipt

This is behavior in common with 1.3 and SQL-Ledger.  It will not block
1.3.0, and may not be changed until at least 1.4.0.

My estimation is that there are enough bugs here to keep me pretty
occupied for a week.

MIGRATION AND INSTALLATION SCRIPTS
================================
These represent the last major development area for 1.3.0 RC1.  We
currently have decent installations scripts written in bash, and these
will be ported to Perl.  Migration is a little bit different in that
we have some SQL scripts but they have to be modified ahead of time.
These have been good enough to get my business running on 1.3.0.  A
web-based interface will be prepared which checks 1.2.x db's for known
problems, provides an opportunity to correct them and walks the
individual through the migration one step at a time.

These may take 1-2 weeks to get complete.

This suggests a current timeline of 2-3 weeks before 1.3.0 is in
release candidate phase.

Best Wishes,
Chris Travers

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Chris Travers | 4 Aug 04:40 2011
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New Development Snapshot Available for LedgerSMB

A new Development/testing snapshot of LedgerSMB 1.3 has been released.
 This release include fully functional file attachment capabilities
for AR/AP/GL transactions and also for Invoices and Orders.

It also fixes a number of bugs most particularly in the handling of
recurring transactions as well as user management.

The development snapshot is released as a preview of features and a
place to test with a copy of your data, so that you can provide
feedback to us before the release is finalized, and it has known bugs.
 The release is not intended to be used in production unless you have
professional assistance in doing so.  Pieces of it may not work, and
migration scripts are not complete yet.  However you can get help
migrating a copy of your 1.2.x database to 1.3 on the ledger-smb-users
list.

This snapshot brings us to the last feature (aside from installation
and upgrade tools) that is lilkely to be added before we get into
release candidates.  Feedback is always welcome.

Best Wishes,
Chris Travers

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Nigel Titley | 4 Aug 15:03 2011

Re: New Development Snapshot Available for LedgerSMB

On 04/08/2011 03:40, Chris Travers wrote:
> This snapshot brings us to the last feature (aside from installation
> and upgrade tools) that is lilkely to be added before we get into
> release candidates.  Feedback is always welcome.
>
Can you tell me if the Sales Account modifications that we paid you to 
do a couple of years ago have made it into 1.3? We can't really manage 
without them. (Just as a reminder, this was the functionality that 
allowed a customer to be associated with a particular Sales account (we 
use this for accounting for UK, European and Export sales separately)).

Thanks

Nigel Titley

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Erik Huelsmann | 4 Aug 16:14 2011
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Re: New Development Snapshot Available for LedgerSMB

Hi Nigel,

On Thu, Aug 4, 2011 at 3:03 PM, Nigel Titley <nigel-tSwApmF4WfHQT0dZR+AlfA@public.gmane.org> wrote:
On 04/08/2011 03:40, Chris Travers wrote:
> This snapshot brings us to the last feature (aside from installation
> and upgrade tools) that is lilkely to be added before we get into
> release candidates.  Feedback is always welcome.
>
Can you tell me if the Sales Account modifications that we paid you to
do a couple of years ago have made it into 1.3? We can't really manage
without them. (Just as a reminder, this was the functionality that
allowed a customer to be associated with a particular Sales account (we
use this for accounting for UK, European and Export sales separately)).

Yes, one of the - IMO important - changes in 1.3 is the way company contacts (credit accounts) are recorded.

Since I'm in the EU myself, could you explain shortly how you use this functionality to structure your intra-EU reporting?


Bye,

Erik.

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Chris Travers | 4 Aug 16:56 2011
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Re: New Development Snapshot Available for LedgerSMB

On Thu, Aug 4, 2011 at 6:03 AM, Nigel Titley <nigel@...> wrote:
> On 04/08/2011 03:40, Chris Travers wrote:
>> This snapshot brings us to the last feature (aside from installation
>> and upgrade tools) that is lilkely to be added before we get into
>> release candidates.  Feedback is always welcome.
>>
> Can you tell me if the Sales Account modifications that we paid you to
> do a couple of years ago have made it into 1.3? We can't really manage
> without them. (Just as a reminder, this was the functionality that
> allowed a customer to be associated with a particular Sales account (we
> use this for accounting for UK, European and Export sales separately)).
>
 I had to go and review the patch to see exactly what it was.

Currently in 1.3, you can attach contacts to AR/AP accounts (mandatory
due to payment reversal rules), cash accounts (as a default for
payments), overpayment and discount accounts (for payments).  There
isn't a default income/expense account mapping primarily because
nobody has made a case it to be generally useful.  However, what I
will probably do is place this in addons/ as an officially maintained
enhancement and see what happens at least through the 1.3 branch.

If there is a general use case here, I have no problem merging the
changes right now.  Also between 1.3 and 1.4, I'd like to see a much
larger discussion about the AR/AP transaction workflow.

Best Wishes.
Chris Travers

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Erik Huelsmann | 4 Aug 17:44 2011
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Re: New Development Snapshot Available for LedgerSMB

Ah. From your reaction, I understand mine was way disconnected. Sorry about that.


Still interested to know which intra-EU reporting problems are being solved though. and especially how.

Bye,

Erik

On Thu, Aug 4, 2011 at 4:56 PM, Chris Travers <chris.travers-Re5JQEeQqe8AvxtiuMwx3w@public.gmane.org> wrote:
On Thu, Aug 4, 2011 at 6:03 AM, Nigel Titley <nigel-tSwApmF4WfFhl2p70BpVqQ@public.gmane.orgm> wrote:
> On 04/08/2011 03:40, Chris Travers wrote:
>> This snapshot brings us to the last feature (aside from installation
>> and upgrade tools) that is lilkely to be added before we get into
>> release candidates.  Feedback is always welcome.
>>
> Can you tell me if the Sales Account modifications that we paid you to
> do a couple of years ago have made it into 1.3? We can't really manage
> without them. (Just as a reminder, this was the functionality that
> allowed a customer to be associated with a particular Sales account (we
> use this for accounting for UK, European and Export sales separately)).
>
 I had to go and review the patch to see exactly what it was.

Currently in 1.3, you can attach contacts to AR/AP accounts (mandatory
due to payment reversal rules), cash accounts (as a default for
payments), overpayment and discount accounts (for payments).  There
isn't a default income/expense account mapping primarily because
nobody has made a case it to be generally useful.  However, what I
will probably do is place this in addons/ as an officially maintained
enhancement and see what happens at least through the 1.3 branch.

If there is a general use case here, I have no problem merging the
changes right now.  Also between 1.3 and 1.4, I'd like to see a much
larger discussion about the AR/AP transaction workflow.

Best Wishes.
Chris Travers

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Chris Travers | 4 Aug 18:06 2011
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Re: New Development Snapshot Available for LedgerSMB

Also as I am thinking about this for 1.4, we should probably revise
the way account mappings are handled to ensure that this sort of thing
is easier.  Right now the account maps are all in
entity_credit_account, but we should probably put all non-required
maps in a table named something like eca_to_account or something.

Best Wishes,
Chris Travers

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Nigel Titley | 8 Aug 11:11 2011

Re: New Development Snapshot Available for LedgerSMB

On Thu, 2011-08-04 at 17:44 +0200, Erik Huelsmann wrote:
> Ah. From your reaction, I understand mine was way disconnected. Sorry
> about that.
> 
> 
> Still interested to know which intra-EU reporting problems are being
> solved though. and especially how.

Well, we may be using LedgerSMB wrongly but the way we use this feature
is to have three income accounts: UK, EU and Export. Customers have a
default mapping to one of the three accounts so at the end of the VAT
quarter we instantly have the values that we need for the VAT return.
After we've filled out the return, we close the income accounts and
transfer the balances into a single summary account.

If there is a better/proper way to do this then please can some one tell
me how? I'm not an accountant by trade, just someone trying to run a
business.

Incidently, Chris, our agreement was that this patch would be rolled
into mainstream ledgersmb.

Nigel

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