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From: Derrick H. <ds...@dm...> - 2013-05-09 14:33:23
|
Greg, No, the only messages in the log were about widget location or sizing. The last time I encountered a similar situation there was no "error" simply because on table in a cross join had no rows (the partner search should use a left join so that partners with no p_location record can be found and edited). I found the SQL for the posting before I wrote the email, but it is a lot of code to trace through and decipher :-). PostgreSQL has options to log every SQL statement and the values of parameters. Does centrallix have such an option? It would really help to understand what it is querying so I can check that the data is as expected. -Derrick Greg Beeley <Greg.Beeley@LightSys.org> wrote: >Hi Derrick, > >Do you get any diagnostics from the Centrallix server (via its output >or >syslog)? > >Blessings, > >- Greg > >Derrick Hudson wrote, On 05/08/2013 08:34 PM: >> Greg, >> >> Thanks for the info. That is helpful. >> >> When I post the batch to the GL, nothing happens. I entered fund >> GEN000 and account 1201. There are no rows in the a_transaction >> table. >> >> -Derrick >> >> On Mon, May 06, 2013 at 06:01:55PM -0600, Greg Beeley wrote: >> | Derrick, >> | >> | 1 - usually these are income/revenue accounts. Every now and >then >> | something gets receipted to a liability account (e.g., the >organization >> | received the check, but really the check is owed to someone else >and >> | accounting rules don't allow it to be viewed as revenue to the >> | organization), or to a receivable asset account (e.g., someone >owes the >> | organization something and sends in a check, or if you are doing >accruals >> | for donor pledges, this would be where a donor is paying a >pledge). >> | >> | 2 - yes, the SQL is there, but there is no UI yet for unposting. > That is >> | on my to-do list (there's even a scrum story for it on my >whiteboard). >> | It's a little more complex in a bigger organization because >unposting may >> | require approval or special permissions, thus the reason the UI >hasn't >> | been built yet. >> | >> | 3a - use the general fund. In most nonprofits, cash is "shared" >across >> | all funds. (Fund balances, of course, are not, however.) >Kardia uses a >> | special account code, '1900', to show the amount of the total >assets that >> | "belongs" to each fund. It's called the "inter-fund transfer >asset" >> | account. Also - there is a global setting that can be used to >> | automatically fill in that fund and account number for gift >posting. In >> | the a_config table, create a row for RcptCashFund and >RcptCashAcct. That >> | way you don't have to type those in each time. (there is no UI >yet for >> | setting those config values) >> | >> | 3b - that is just used for organizing things for sites that have >huge >> | lists of funds. put the first two characters of each fund in >there. This >> | is something that needs some re-working. >> | >> | Blessings, >> | >> | - Greg >> | >> | Derrick Hudson wrote, On 05/05/2013 07:12 PM: >> | >> | I have some questions/issues regarding posting: >> | >> | 1) What type of account is expected in the GL Accounts in the >> | "Receipting" tab of a Fund? Are these supposed to be the Income >> | accounts? I initially added the checking account which receives >the >> | deposits, but then during posting it looks like the checking >account >> | belongs there instead. >> | >> | 2) Unposting: I see some SQL queries in the post_cr_batch.cmp >> | component relating to unposting, however I can't find anywhere in >the >> | application to unpost. >> | >> | 3) Post to GL: the popup dialog for posting the batch to the >General >> | Ledger has two inputs, Cash CostCtr and Cash Account. >> | >> | 3a) What does "Cash CostCtr" mean? What Fund should I select >> | since each receipt/designation in the batch already >specifies >> | the fund. >> | >> | 3b) The Cash Account brings up the tree of GL Accounts, but >the >> | Cash CostCtr editbox_tree is empty. I think this is due >to >> | the a_cost_center_prefix table being empty. I looked at >the >> | testdata/demo_mysql.sql database and it also has no rows >in >> | the a_cost_center_prefix table. What belongs in this >table to >> | allow the editbox_tree to show the Funds and allow the >Post >> | process to proceed? >> | >> | -Derrick >> | >> | >> | >------------------------------------------------------------------------------ >> | Introducing AppDynamics Lite, a free troubleshooting tool for >Java/.NET >> | Get 100% visibility into your production application - at no cost. >> | Code-level diagnostics for performance bottlenecks with <2% >overhead >> | Download for free and get started troubleshooting in minutes. >> | [1]http://p.sf.net/sfu/appdyn_d2d_ap1 >> | >> | _______________________________________________ >> | Kardia-devel mailing list >> | [2]Kar...@li... >> | [3]https://lists.sourceforge.net/lists/listinfo/kardia-devel >> | >> | References >> | >> | Visible links >> | 1. http://p.sf.net/sfu/appdyn_d2d_ap1 >> | 2. mailto:Kar...@li... >> | 3. https://lists.sourceforge.net/lists/listinfo/kardia-devel >> >> | >------------------------------------------------------------------------------ >> | Learn Graph Databases - Download FREE O'Reilly Book >> | "Graph Databases" is the definitive new guide to graph databases >and >> | their applications. This 200-page book is written by three >acclaimed >> | leaders in the field. The early access version is available now. >> | Download your free book today! http://p.sf.net/sfu/neotech_d2d_may >> >> | _______________________________________________ >> | Kardia-devel mailing list >> | Kar...@li... >> | https://lists.sourceforge.net/lists/listinfo/kardia-devel >> >> >> >> >> >------------------------------------------------------------------------------ >> Learn Graph Databases - Download FREE O'Reilly Book >> "Graph Databases" is the definitive new guide to graph databases and >> their applications. This 200-page book is written by three acclaimed >> leaders in the field. The early access version is available now. >> Download your free book today! http://p.sf.net/sfu/neotech_d2d_may >> >> >> _______________________________________________ >> Kardia-devel mailing list >> Kar...@li... >> https://lists.sourceforge.net/lists/listinfo/kardia-devel > > > >------------------------------------------------------------------------ > >------------------------------------------------------------------------------ >Learn Graph Databases - Download FREE O'Reilly Book >"Graph Databases" is the definitive new guide to graph databases and >their applications. This 200-page book is written by three acclaimed >leaders in the field. The early access version is available now. >Download your free book today! http://p.sf.net/sfu/neotech_d2d_may > >------------------------------------------------------------------------ > >_______________________________________________ >Kardia-devel mailing list >Kar...@li... >https://lists.sourceforge.net/lists/listinfo/kardia-devel |
From: Derrick H. <ds...@dm...> - 2013-05-09 14:20:30
|
Greg, Great! That will be easy enough to fix! I suspected a memory or pointer problem, but the bytes were surprisingly consistent :-). I'm glad you recognized the magic number. (I had even removed all of the mailing list queries and references in case it was the problem and then saw the same error with the next query) -Derrick Greg Beeley <Greg.Beeley@LightSys.org> wrote: >Hi Derrick, > >Ah - those bytes are a magic number (see >centrallix-lib/include/magic.h). Apparently the system is attempting >to >access a block of memory that has been marked as free (unallocated). >That marker helps us catch things like this. > >I do suspect I know the surface problem that is causing the reports not >to run. There was a mistake in the Kardia source that left out the >site_report_logo setting in Site.struct. The report logo is accessed >during report generation for some reports. See the current GIT >repository or just add > >* site_report_logo = >"/apps/kardia/images/artwork/Kardia2011b-horiz-37.png";* > >to your Site.struct configuration file. (this was fixed about two >months ago) > >*However*, the Centrallix server is obviously not handling that error >condition correctly; I think I see the error, in rpt_internal_DoImage() >- the stGetAttrValueOSML() line errors out on return < 0, whereas it >should error out on return != 0 (return == 1 indicates NULL and in that >case imgsrc would be undefined). I've fixed it in my copy. > >Blessings, > >- Greg > >Derrick Hudson wrote, On 05/08/2013 08:57 PM: >> The Donor Report is failing to run. I get the same error with both >> the PDF and CSV formats. The syslog contains the following messages: >> >> centrallix[10382]: User 'dhudson': RPT: Could not find requested >report attribute 'last_modification' >> centrallix[10382]: User 'dhudson': RPT: Could not find requested >report attribute 'last_modification' >> centrallix[10382]: User 'dhudson': UXD: Cannot access UNIX path >component >'./var/lib/centrallix/os/#004#0034#022?w?#012SELECT#012#011#011#011m_list_code >= NULL#012#011#011' (No such file or directory) >> centrallix[10382]: User 'dhudson': OSML: Object >'/#004#0034#022?w?#012SELECT#012#011#011#011m_list_code = >NULL#012#011#011' access failed - driver open failed >> centrallix[10382]: User 'dhudson': RPT: Could not run report >'./apps/kardia/modules/rcpt/donor_report_fields.rpt' >> centrallix[10382]: User 'dhudson': NHT: Incomplete read of object's >content >> >> The output of the report is: >> >> <PRE><FONT COLOR=black> >> ERROR - Session By Username [dhudson] >> --- RPT: Could not run report >'./apps/kardia/modules/rcpt/donor_report_fields.rpt' >> --- OSML: Object '/4?wi` >> SELECT >> m_list_code = NULL >> ' access failed - driver open failed >> --- UXD: Cannot access UNIX path component >'./var/lib/centrallix/os/4?wi` >> SELECT >> m_list_code = NULL >> ' (No such file or directory) >> </FONT></PRE> >> >> >> Any idea why centrallix is tring to open a file instead of running >the >> SQL? Also, where is it getting the bytes at the beginning of the >file >> name? Each time the first four bytes are the same, and are >consistent >> with other reports as well. >> >> Thanks, >> -Derrick >> >> >> >> >------------------------------------------------------------------------------ >> Learn Graph Databases - Download FREE O'Reilly Book >> "Graph Databases" is the definitive new guide to graph databases and >> their applications. This 200-page book is written by three acclaimed >> leaders in the field. The early access version is available now. >> Download your free book today! http://p.sf.net/sfu/neotech_d2d_may >> >> >> _______________________________________________ >> Kardia-devel mailing list >> Kar...@li... >> https://lists.sourceforge.net/lists/listinfo/kardia-devel > > > >------------------------------------------------------------------------ > >------------------------------------------------------------------------------ >Learn Graph Databases - Download FREE O'Reilly Book >"Graph Databases" is the definitive new guide to graph databases and >their applications. This 200-page book is written by three acclaimed >leaders in the field. The early access version is available now. >Download your free book today! http://p.sf.net/sfu/neotech_d2d_may > >------------------------------------------------------------------------ > >_______________________________________________ >Kardia-devel mailing list >Kar...@li... >https://lists.sourceforge.net/lists/listinfo/kardia-devel |
From: Greg B. <Greg.Beeley@LightSys.org> - 2013-05-09 06:02:18
|
Hi Derrick, Do you get any diagnostics from the Centrallix server (via its output or syslog)? Blessings, - Greg Derrick Hudson wrote, On 05/08/2013 08:34 PM: > Greg, > > Thanks for the info. That is helpful. > > When I post the batch to the GL, nothing happens. I entered fund > GEN000 and account 1201. There are no rows in the a_transaction > table. > > -Derrick > > On Mon, May 06, 2013 at 06:01:55PM -0600, Greg Beeley wrote: > | Derrick, > | > | 1 - usually these are income/revenue accounts. Every now and then > | something gets receipted to a liability account (e.g., the organization > | received the check, but really the check is owed to someone else and > | accounting rules don't allow it to be viewed as revenue to the > | organization), or to a receivable asset account (e.g., someone owes the > | organization something and sends in a check, or if you are doing accruals > | for donor pledges, this would be where a donor is paying a pledge). > | > | 2 - yes, the SQL is there, but there is no UI yet for unposting. That is > | on my to-do list (there's even a scrum story for it on my whiteboard). > | It's a little more complex in a bigger organization because unposting may > | require approval or special permissions, thus the reason the UI hasn't > | been built yet. > | > | 3a - use the general fund. In most nonprofits, cash is "shared" across > | all funds. (Fund balances, of course, are not, however.) Kardia uses a > | special account code, '1900', to show the amount of the total assets that > | "belongs" to each fund. It's called the "inter-fund transfer asset" > | account. Also - there is a global setting that can be used to > | automatically fill in that fund and account number for gift posting. In > | the a_config table, create a row for RcptCashFund and RcptCashAcct. That > | way you don't have to type those in each time. (there is no UI yet for > | setting those config values) > | > | 3b - that is just used for organizing things for sites that have huge > | lists of funds. put the first two characters of each fund in there. This > | is something that needs some re-working. > | > | Blessings, > | > | - Greg > | > | Derrick Hudson wrote, On 05/05/2013 07:12 PM: > | > | I have some questions/issues regarding posting: > | > | 1) What type of account is expected in the GL Accounts in the > | "Receipting" tab of a Fund? Are these supposed to be the Income > | accounts? I initially added the checking account which receives the > | deposits, but then during posting it looks like the checking account > | belongs there instead. > | > | 2) Unposting: I see some SQL queries in the post_cr_batch.cmp > | component relating to unposting, however I can't find anywhere in the > | application to unpost. > | > | 3) Post to GL: the popup dialog for posting the batch to the General > | Ledger has two inputs, Cash CostCtr and Cash Account. > | > | 3a) What does "Cash CostCtr" mean? What Fund should I select > | since each receipt/designation in the batch already specifies > | the fund. > | > | 3b) The Cash Account brings up the tree of GL Accounts, but the > | Cash CostCtr editbox_tree is empty. I think this is due to > | the a_cost_center_prefix table being empty. I looked at the > | testdata/demo_mysql.sql database and it also has no rows in > | the a_cost_center_prefix table. What belongs in this table to > | allow the editbox_tree to show the Funds and allow the Post > | process to proceed? > | > | -Derrick > | > | > | ------------------------------------------------------------------------------ > | Introducing AppDynamics Lite, a free troubleshooting tool for Java/.NET > | Get 100% visibility into your production application - at no cost. > | Code-level diagnostics for performance bottlenecks with <2% overhead > | Download for free and get started troubleshooting in minutes. > | [1]http://p.sf.net/sfu/appdyn_d2d_ap1 > | > | _______________________________________________ > | Kardia-devel mailing list > | [2]Kar...@li... > | [3]https://lists.sourceforge.net/lists/listinfo/kardia-devel > | > | References > | > | Visible links > | 1. http://p.sf.net/sfu/appdyn_d2d_ap1 > | 2. mailto:Kar...@li... > | 3. https://lists.sourceforge.net/lists/listinfo/kardia-devel > > | ------------------------------------------------------------------------------ > | Learn Graph Databases - Download FREE O'Reilly Book > | "Graph Databases" is the definitive new guide to graph databases and > | their applications. This 200-page book is written by three acclaimed > | leaders in the field. The early access version is available now. > | Download your free book today! http://p.sf.net/sfu/neotech_d2d_may > > | _______________________________________________ > | Kardia-devel mailing list > | Kar...@li... > | https://lists.sourceforge.net/lists/listinfo/kardia-devel > > > > > ------------------------------------------------------------------------------ > Learn Graph Databases - Download FREE O'Reilly Book > "Graph Databases" is the definitive new guide to graph databases and > their applications. This 200-page book is written by three acclaimed > leaders in the field. The early access version is available now. > Download your free book today! http://p.sf.net/sfu/neotech_d2d_may > > > _______________________________________________ > Kardia-devel mailing list > Kar...@li... > https://lists.sourceforge.net/lists/listinfo/kardia-devel |
From: Derrick H. <ds...@dm...> - 2013-05-09 04:40:27
|
Greg, Thanks for the info. That is helpful. When I post the batch to the GL, nothing happens. I entered fund GEN000 and account 1201. There are no rows in the a_transaction table. -Derrick On Mon, May 06, 2013 at 06:01:55PM -0600, Greg Beeley wrote: | Derrick, | | 1 - usually these are income/revenue accounts. Every now and then | something gets receipted to a liability account (e.g., the organization | received the check, but really the check is owed to someone else and | accounting rules don't allow it to be viewed as revenue to the | organization), or to a receivable asset account (e.g., someone owes the | organization something and sends in a check, or if you are doing accruals | for donor pledges, this would be where a donor is paying a pledge). | | 2 - yes, the SQL is there, but there is no UI yet for unposting. That is | on my to-do list (there's even a scrum story for it on my whiteboard). | It's a little more complex in a bigger organization because unposting may | require approval or special permissions, thus the reason the UI hasn't | been built yet. | | 3a - use the general fund. In most nonprofits, cash is "shared" across | all funds. (Fund balances, of course, are not, however.) Kardia uses a | special account code, '1900', to show the amount of the total assets that | "belongs" to each fund. It's called the "inter-fund transfer asset" | account. Also - there is a global setting that can be used to | automatically fill in that fund and account number for gift posting. In | the a_config table, create a row for RcptCashFund and RcptCashAcct. That | way you don't have to type those in each time. (there is no UI yet for | setting those config values) | | 3b - that is just used for organizing things for sites that have huge | lists of funds. put the first two characters of each fund in there. This | is something that needs some re-working. | | Blessings, | | - Greg | | Derrick Hudson wrote, On 05/05/2013 07:12 PM: | | I have some questions/issues regarding posting: | | 1) What type of account is expected in the GL Accounts in the | "Receipting" tab of a Fund? Are these supposed to be the Income | accounts? I initially added the checking account which receives the | deposits, but then during posting it looks like the checking account | belongs there instead. | | 2) Unposting: I see some SQL queries in the post_cr_batch.cmp | component relating to unposting, however I can't find anywhere in the | application to unpost. | | 3) Post to GL: the popup dialog for posting the batch to the General | Ledger has two inputs, Cash CostCtr and Cash Account. | | 3a) What does "Cash CostCtr" mean? What Fund should I select | since each receipt/designation in the batch already specifies | the fund. | | 3b) The Cash Account brings up the tree of GL Accounts, but the | Cash CostCtr editbox_tree is empty. I think this is due to | the a_cost_center_prefix table being empty. I looked at the | testdata/demo_mysql.sql database and it also has no rows in | the a_cost_center_prefix table. What belongs in this table to | allow the editbox_tree to show the Funds and allow the Post | process to proceed? | | -Derrick | | | ------------------------------------------------------------------------------ | Introducing AppDynamics Lite, a free troubleshooting tool for Java/.NET | Get 100% visibility into your production application - at no cost. | Code-level diagnostics for performance bottlenecks with <2% overhead | Download for free and get started troubleshooting in minutes. | [1]http://p.sf.net/sfu/appdyn_d2d_ap1 | | _______________________________________________ | Kardia-devel mailing list | [2]Kar...@li... | [3]https://lists.sourceforge.net/lists/listinfo/kardia-devel | | References | | Visible links | 1. http://p.sf.net/sfu/appdyn_d2d_ap1 | 2. mailto:Kar...@li... | 3. https://lists.sourceforge.net/lists/listinfo/kardia-devel | ------------------------------------------------------------------------------ | Learn Graph Databases - Download FREE O'Reilly Book | "Graph Databases" is the definitive new guide to graph databases and | their applications. This 200-page book is written by three acclaimed | leaders in the field. The early access version is available now. | Download your free book today! http://p.sf.net/sfu/neotech_d2d_may | _______________________________________________ | Kardia-devel mailing list | Kar...@li... | https://lists.sourceforge.net/lists/listinfo/kardia-devel -- \begin{humor} Disclaimer: If I receive a message from you, you are agreeing that: 1. I am by definition, "the intended recipient" 2. All information in the email is mine to do with as I see fit and make such financial profit, political mileage, or good joke as it lends itself to. In particular, I may quote it on USENET or the WWW. 3. I may take the contents as representing the views of your company. 4. This overrides any disclaimer or statement of confidentiality that may be included on your message \end{humor} www: http://dman13.dyndns.org/ jabber: ds...@dm... |
From: Greg B. <Greg.Beeley@LightSys.org> - 2013-05-09 03:45:10
|
Hi Derrick, Ah - those bytes are a magic number (see centrallix-lib/include/magic.h). Apparently the system is attempting to access a block of memory that has been marked as free (unallocated). That marker helps us catch things like this. I do suspect I know the surface problem that is causing the reports not to run. There was a mistake in the Kardia source that left out the site_report_logo setting in Site.struct. The report logo is accessed during report generation for some reports. See the current GIT repository or just add * site_report_logo = "/apps/kardia/images/artwork/Kardia2011b-horiz-37.png";* to your Site.struct configuration file. (this was fixed about two months ago) *However*, the Centrallix server is obviously not handling that error condition correctly; I think I see the error, in rpt_internal_DoImage() - the stGetAttrValueOSML() line errors out on return < 0, whereas it should error out on return != 0 (return == 1 indicates NULL and in that case imgsrc would be undefined). I've fixed it in my copy. Blessings, - Greg Derrick Hudson wrote, On 05/08/2013 08:57 PM: > The Donor Report is failing to run. I get the same error with both > the PDF and CSV formats. The syslog contains the following messages: > > centrallix[10382]: User 'dhudson': RPT: Could not find requested report attribute 'last_modification' > centrallix[10382]: User 'dhudson': RPT: Could not find requested report attribute 'last_modification' > centrallix[10382]: User 'dhudson': UXD: Cannot access UNIX path component './var/lib/centrallix/os/#004#0034#022?w?#012SELECT#012#011#011#011m_list_code = NULL#012#011#011' (No such file or directory) > centrallix[10382]: User 'dhudson': OSML: Object '/#004#0034#022?w?#012SELECT#012#011#011#011m_list_code = NULL#012#011#011' access failed - driver open failed > centrallix[10382]: User 'dhudson': RPT: Could not run report './apps/kardia/modules/rcpt/donor_report_fields.rpt' > centrallix[10382]: User 'dhudson': NHT: Incomplete read of object's content > > The output of the report is: > > <PRE><FONT COLOR=black> > ERROR - Session By Username [dhudson] > --- RPT: Could not run report './apps/kardia/modules/rcpt/donor_report_fields.rpt' > --- OSML: Object '/4?wi` > SELECT > m_list_code = NULL > ' access failed - driver open failed > --- UXD: Cannot access UNIX path component './var/lib/centrallix/os/4?wi` > SELECT > m_list_code = NULL > ' (No such file or directory) > </FONT></PRE> > > > Any idea why centrallix is tring to open a file instead of running the > SQL? Also, where is it getting the bytes at the beginning of the file > name? Each time the first four bytes are the same, and are consistent > with other reports as well. > > Thanks, > -Derrick > > > > ------------------------------------------------------------------------------ > Learn Graph Databases - Download FREE O'Reilly Book > "Graph Databases" is the definitive new guide to graph databases and > their applications. This 200-page book is written by three acclaimed > leaders in the field. The early access version is available now. > Download your free book today! http://p.sf.net/sfu/neotech_d2d_may > > > _______________________________________________ > Kardia-devel mailing list > Kar...@li... > https://lists.sourceforge.net/lists/listinfo/kardia-devel |
From: Derrick H. <ds...@dm...> - 2013-05-09 02:57:30
|
The Donor Report is failing to run. I get the same error with both the PDF and CSV formats. The syslog contains the following messages: centrallix[10382]: User 'dhudson': RPT: Could not find requested report attribute 'last_modification' centrallix[10382]: User 'dhudson': RPT: Could not find requested report attribute 'last_modification' centrallix[10382]: User 'dhudson': UXD: Cannot access UNIX path component './var/lib/centrallix/os/#004#0034#022�w�#012SELECT#012#011#011#011m_list_code = NULL#012#011#011' (No such file or directory) centrallix[10382]: User 'dhudson': OSML: Object '/#004#0034#022�w�#012SELECT#012#011#011#011m_list_code = NULL#012#011#011' access failed - driver open failed centrallix[10382]: User 'dhudson': RPT: Could not run report './apps/kardia/modules/rcpt/donor_report_fields.rpt' centrallix[10382]: User 'dhudson': NHT: Incomplete read of object's content The output of the report is: <PRE><FONT COLOR=black> ERROR - Session By Username [dhudson] --- RPT: Could not run report './apps/kardia/modules/rcpt/donor_report_fields.rpt' --- OSML: Object '/4¨wì SELECT m_list_code = NULL ' access failed - driver open failed --- UXD: Cannot access UNIX path component './var/lib/centrallix/os/4¨wì SELECT m_list_code = NULL ' (No such file or directory) </FONT></PRE> Any idea why centrallix is tring to open a file instead of running the SQL? Also, where is it getting the bytes at the beginning of the file name? Each time the first four bytes are the same, and are consistent with other reports as well. Thanks, -Derrick |
From: Greg B. <Greg.Beeley@LightSys.org> - 2013-05-07 00:56:01
|
Derrick, 1 - usually these are income/revenue accounts. Every now and then something gets receipted to a liability account (e.g., the organization received the check, but really the check is owed to someone else and accounting rules don't allow it to be viewed as revenue to the organization), or to a receivable asset account (e.g., someone owes the organization something and sends in a check, or if you are doing accruals for donor pledges, this would be where a donor is paying a pledge). 2 - yes, the SQL is there, but there is no UI yet for unposting. That is on my to-do list (there's even a scrum story for it on my whiteboard). It's a little more complex in a bigger organization because unposting may require approval or special permissions, thus the reason the UI hasn't been built yet. 3a - use the general fund. In most nonprofits, cash is "shared" across all funds. (Fund balances, of course, are not, however.) Kardia uses a special account code, '1900', to show the amount of the total assets that "belongs" to each fund. It's called the "inter-fund transfer asset" account. Also - there is a global setting that can be used to automatically fill in that fund and account number for gift posting. In the a_config table, create a row for RcptCashFund and RcptCashAcct. That way you don't have to type those in each time. (there is no UI yet for setting those config values) 3b - that is just used for organizing things for sites that have huge lists of funds. put the first two characters of each fund in there. This is something that needs some re-working. Blessings, - Greg Derrick Hudson wrote, On 05/05/2013 07:12 PM: > I have some questions/issues regarding posting: > > 1) What type of account is expected in the GL Accounts in the > "Receipting" tab of a Fund? Are these supposed to be the Income > accounts? I initially added the checking account which receives the > deposits, but then during posting it looks like the checking account > belongs there instead. > > 2) Unposting: I see some SQL queries in the post_cr_batch.cmp > component relating to unposting, however I can't find anywhere in the > application to unpost. > > 3) Post to GL: the popup dialog for posting the batch to the General > Ledger has two inputs, Cash CostCtr and Cash Account. > > 3a) What does "Cash CostCtr" mean? What Fund should I select > since each receipt/designation in the batch already specifies > the fund. > > 3b) The Cash Account brings up the tree of GL Accounts, but the > Cash CostCtr editbox_tree is empty. I think this is due to > the a_cost_center_prefix table being empty. I looked at the > testdata/demo_mysql.sql database and it also has no rows in > the a_cost_center_prefix table. What belongs in this table to > allow the editbox_tree to show the Funds and allow the Post > process to proceed? > > -Derrick > > > > ------------------------------------------------------------------------------ > Introducing AppDynamics Lite, a free troubleshooting tool for Java/.NET > Get 100% visibility into your production application - at no cost. > Code-level diagnostics for performance bottlenecks with <2% overhead > Download for free and get started troubleshooting in minutes. > http://p.sf.net/sfu/appdyn_d2d_ap1 > > > _______________________________________________ > Kardia-devel mailing list > Kar...@li... > https://lists.sourceforge.net/lists/listinfo/kardia-devel |
From: Derrick H. <ds...@dm...> - 2013-05-06 01:12:53
|
I have some questions/issues regarding posting: 1) What type of account is expected in the GL Accounts in the "Receipting" tab of a Fund? Are these supposed to be the Income accounts? I initially added the checking account which receives the deposits, but then during posting it looks like the checking account belongs there instead. 2) Unposting: I see some SQL queries in the post_cr_batch.cmp component relating to unposting, however I can't find anywhere in the application to unpost. 3) Post to GL: the popup dialog for posting the batch to the General Ledger has two inputs, Cash CostCtr and Cash Account. 3a) What does "Cash CostCtr" mean? What Fund should I select since each receipt/designation in the batch already specifies the fund. 3b) The Cash Account brings up the tree of GL Accounts, but the Cash CostCtr editbox_tree is empty. I think this is due to the a_cost_center_prefix table being empty. I looked at the testdata/demo_mysql.sql database and it also has no rows in the a_cost_center_prefix table. What belongs in this table to allow the editbox_tree to show the Funds and allow the Post process to proceed? -Derrick |
From: Derrick H. <ds...@dm...> - 2013-02-05 03:08:13
|
Hi Greg, On Mon, Feb 04, 2013 at 11:45:18AM -0700, Greg Beeley wrote: | Hi Derrick! | | Did you also make some other changes in, for instance, the tab_menu.cmp, | to make this workable? The filenames listed in the kardia_functions.csv | files are all .app files. For reports, they are .app files for allowing | the user to enter parameters and run the report. So the .rpt file names | are never actually listed in kardia_functions.csv. Hmm. No, I didn't make any other changes. I saw the following warnings from centrallix, and discovered that the files existed as .rpt but not as .app. The change eliminated the warnings, but I can't tell at this point if the reports are functioning. UXD: Cannot access UNIX path component './var/lib/centrallix/os/apps/kardia/modules/gl/batch_impact.app' (No such file or directory) OSML: Object '/apps/kardia/modules/gl/batch_impact.app' access failed - driver open failed UXD: Cannot access UNIX path component './var/lib/centrallix/os/apps/kardia/modules/gl/batch_balance.app' (No such file or directory) OSML: Object '/apps/kardia/modules/gl/batch_balance.app' access failed - driver open failed UXD: Cannot access UNIX path component './var/lib/centrallix/os/apps/kardia/modules/gl/imbalance.app' (No such file or directory) OSML: Object '/apps/kardia/modules/gl/imbalance.app' access failed - driver open failed This was my first attempt to send a patch using git. It wasn't immediately obvious how to correctly include a message before the rest of the patch and log for git to merge. Do you have any recommendations for this? -Derrick | | Blessings, | | - Greg | | Derrick Hudson wrote, On 02/03/2013 06:12 PM: | > Signed-off-by: Derrick Hudson <ds...@dm...> | > --- | > kardia-app/modules/gl/kardia_functions.csv | 6 +++--- | > 1 file changed, 3 insertions(+), 3 deletions(-) | > | > diff --git a/kardia-app/modules/gl/kardia_functions.csv b/kardia-app/modules/gl/kardia_functions.csv | > index d5b578f..b113d13 100644 | > --- a/kardia-app/modules/gl/kardia_functions.csv | > +++ b/kardia-app/modules/gl/kardia_functions.csv | > @@ -1,10 +1,10 @@ | > func_name,func_type,func_file,func_description,func_icon | > Balance Sheet,RPT,balance_sheet.app,General Ledger Balance Sheet, | > -Batch Summary,RPT,batch_balance.app,Summary of Batch by Cost Center and GL Account, | > -Batch Impact,RPT,batch_impact.app,GL Balance With and Without a Batch, | > +Batch Summary,RPT,batch_balance.rpt,Summary of Batch by Cost Center and GL Account, | > +Batch Impact,RPT,batch_impact.rpt,GL Balance With and Without a Batch, | > Chart of Accounts,RPT,coarpt.app,Summary of the Chart of Accounts, | > Fund Balances,RPT,fund_balance.app,"Fund Balances (Equity, Revenue, and Expense)", | > -Imbalance Research,RPT,imbalance.app,Batch/Fund Combinations that Do Not Balance, | > +Imbalance Research,RPT,imbalance.rpt,Batch/Fund Combinations that Do Not Balance, | > Transaction Report,RPT,transaction_report.app,GL Transactions by Various Criteria, | > Trial Balance,RPT,trial_balance.app,General Ledger Trial Balance, | > Fund Maintenance,APP,coamaint.app,Create and Edit Funds, -- Better a little with righteousness than much gain with injustice. Proverbs 16:8 |
From: Greg B. <Greg.Beeley@LightSys.org> - 2013-02-04 18:46:34
|
Hi Derrick! Did you also make some other changes in, for instance, the tab_menu.cmp, to make this workable? The filenames listed in the kardia_functions.csv files are all .app files. For reports, they are .app files for allowing the user to enter parameters and run the report. So the .rpt file names are never actually listed in kardia_functions.csv. Blessings, - Greg Derrick Hudson wrote, On 02/03/2013 06:12 PM: > Signed-off-by: Derrick Hudson <ds...@dm...> > --- > kardia-app/modules/gl/kardia_functions.csv | 6 +++--- > 1 file changed, 3 insertions(+), 3 deletions(-) > > diff --git a/kardia-app/modules/gl/kardia_functions.csv b/kardia-app/modules/gl/kardia_functions.csv > index d5b578f..b113d13 100644 > --- a/kardia-app/modules/gl/kardia_functions.csv > +++ b/kardia-app/modules/gl/kardia_functions.csv > @@ -1,10 +1,10 @@ > func_name,func_type,func_file,func_description,func_icon > Balance Sheet,RPT,balance_sheet.app,General Ledger Balance Sheet, > -Batch Summary,RPT,batch_balance.app,Summary of Batch by Cost Center and GL Account, > -Batch Impact,RPT,batch_impact.app,GL Balance With and Without a Batch, > +Batch Summary,RPT,batch_balance.rpt,Summary of Batch by Cost Center and GL Account, > +Batch Impact,RPT,batch_impact.rpt,GL Balance With and Without a Batch, > Chart of Accounts,RPT,coarpt.app,Summary of the Chart of Accounts, > Fund Balances,RPT,fund_balance.app,"Fund Balances (Equity, Revenue, and Expense)", > -Imbalance Research,RPT,imbalance.app,Batch/Fund Combinations that Do Not Balance, > +Imbalance Research,RPT,imbalance.rpt,Batch/Fund Combinations that Do Not Balance, > Transaction Report,RPT,transaction_report.app,GL Transactions by Various Criteria, > Trial Balance,RPT,trial_balance.app,General Ledger Trial Balance, > Fund Maintenance,APP,coamaint.app,Create and Edit Funds, |
From: Derrick H. <ds...@dm...> - 2013-02-04 01:33:56
|
Signed-off-by: Derrick Hudson <ds...@dm...> --- kardia-app/modules/gl/kardia_functions.csv | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/kardia-app/modules/gl/kardia_functions.csv b/kardia-app/modules/gl/kardia_functions.csv index d5b578f..b113d13 100644 --- a/kardia-app/modules/gl/kardia_functions.csv +++ b/kardia-app/modules/gl/kardia_functions.csv @@ -1,10 +1,10 @@ func_name,func_type,func_file,func_description,func_icon Balance Sheet,RPT,balance_sheet.app,General Ledger Balance Sheet, -Batch Summary,RPT,batch_balance.app,Summary of Batch by Cost Center and GL Account, -Batch Impact,RPT,batch_impact.app,GL Balance With and Without a Batch, +Batch Summary,RPT,batch_balance.rpt,Summary of Batch by Cost Center and GL Account, +Batch Impact,RPT,batch_impact.rpt,GL Balance With and Without a Batch, Chart of Accounts,RPT,coarpt.app,Summary of the Chart of Accounts, Fund Balances,RPT,fund_balance.app,"Fund Balances (Equity, Revenue, and Expense)", -Imbalance Research,RPT,imbalance.app,Batch/Fund Combinations that Do Not Balance, +Imbalance Research,RPT,imbalance.rpt,Batch/Fund Combinations that Do Not Balance, Transaction Report,RPT,transaction_report.app,GL Transactions by Various Criteria, Trial Balance,RPT,trial_balance.app,General Ledger Trial Balance, Fund Maintenance,APP,coamaint.app,Create and Edit Funds, -- 1.7.9.5 |
From: Greg B. <Greg.Beeley@LightSys.org> - 2011-05-12 01:00:07
|
Hi all! Beta 3 of the Kardia / Centrallix virtual appliance is now available for download. I'm looking for some folks to try this out & give feedback on it. :) (note - this isn't Beta 3 of Kardia itself - just of the virtual appliance.) Documentation: http://www.lightsys.org/public/releases/ApplianceQuickReference_1_0_Beta3.pdf VM Image: http://www.lightsys.org/public/releases/KardiaVM_1_0_Beta3.zip (384MB) MD5: 51823a988e79ad44228d55ffb8e4f66f Root password: vmtest Updates in this release since Beta 2: - We've tested it on Hyper-V now, in addition to VMware, VirtualBox, and Xen. With Hyper-V, you must convert the appropriate .vmdk disk image to VHD format first. (Thanks, Ben!) - The Install Guide that runs the first time that kardia.sh is used now features Back buttons, to help recover after making a mistake at one of the screens. - The interface now allows for setting the time zone. - Some password changing bugs were fixed (and one is still yet to be fixed). - Better support for using an external IDE in team workflow mode (where pushes are done from per-user to shared repository). - Security issue: the SSH host keys are removed on the downloadable VM image, so that they are individually re-created on each install. On Beta 2, the keys came pre-installed and so would not provide the level of security that they should (since the host private keys would be publicly accessible on the VM download). Blessings, - Greg |
From: Greg B. <Greg.Beeley@LightSys.org> - 2011-05-11 02:49:55
|
Oh - and to clarify - we don't expect to get any particular number of items on the lists done. Just what we can. :) The 3 to 4 was mainly so we can pick the most doable and/or significant of the items to start with. :) - Greg Greg Beeley wrote, On 05/10/2011 08:29 PM: > Gerard, Micah, Daniel -- definitely have a look through these lists, and > make a mental list of 3 to 4 of the items that might interest you to > work on, then we can prioritize from there. :) |
From: Greg B. <Greg.Beeley@LightSys.org> - 2011-05-11 02:47:43
|
Hi all! Well, we're not (at least this year) a part of the Google Summer of Code, but that won't stop us from getting some stuff done. :) I'd like to introduce three new members to our team for this summer: Gerard, Micah, and Daniel. All three come highly recommended and are doing an internship with LightSys here at our new office in Colorado Springs, with some travel to Seattle and to Indiana (fun!). (guys, feel free to introduce yourselves if you'd like) I've been busily working on project roadmaps - to-do lists of sorts - for Kardia and Centrallix. These are being compiled from a couple of sources, and will form the basis for some summer coding ideas. Gerard, Micah, Daniel -- definitely have a look through these lists, and make a mental list of 3 to 4 of the items that might interest you to work on, then we can prioritize from there. :) * Kardia: https://sourceforge.net/apps/mediawiki/kardia/index.php?title=kardia:Roadmap * Centrallix: https://sourceforge.net/apps/mediawiki/centrallix/index.php?title=centrallix:Roadmap Both lists are wikis and are editable if you are logged into sourceforge and are a member of the Kardia or Centrallix projects, respectively. I still have some work to do on the Kardia list, but this at least gets the ball rolling. :) Blessings, - Greg |
From: Greg B. <Greg.Beeley@LightSys.org> - 2011-04-20 04:49:54
|
Hi all, I've enabled the MediaWiki feature on the Kardia sf.net project account, and have started moving some things over there. The most significant item is the data model. We've had the Kardia data model in a MediaWiki install on one of our LightSys servers, but this will make it more broadly accessible now that sf.net has this feature. We have a script (not in Git yet - still making some tweaks to generalize it) that pulls the data model from the wiki and creates the DDL scripts for Sybase or MySQL. https://sourceforge.net/apps/mediawiki/kardia/index.php?title=Main_Page Blessings, - Greg |
From: Josiah R. <jo...@fi...> - 2010-01-18 15:15:28
|
Thanks for the update Greg and congratulations on a successful year in Kardia. That is marvelous! JSR/ Our Mission Technology and Hospitality for God's Workmen http://missions.ritchietribe.net On Fri, Jan 15, 2010 at 5:14 PM, Greg Beeley <Gre...@li...>wrote: > Hi everyone, > > Just wanted to give a brief update on the Kardia project. I know these > lists > haven't been active in years, while a new version of Kardia has been worked > on > and developed for a LightSys client, Action International Ministries in > Washington State. > > Kardia is still Centrallix-based, and Centrallix has come a *long* way > since > 2002 when the demo was done at ICCM 2002 at Taylor University. Currently > in-use Kardia modules include General Ledger, Payroll, Cash Disbursements > (checking), and parts of the new Receipting module. > > If you want to keep up on the goings-on for the project, we have a blog > now. See: > > http://LAN.LightSys.org/blogs/Kardia > > A lot has been accomplished especially in the past few years, but we still > have a ways to go. If you'd like to participate in the development of > Kardia > (or of Centrallix) do let us know! We're in the process of getting the new > Kardia code base up in Subversion on http://sf.net/projects/kardia -- we > just > started this week and not all of the files are uploaded yet. > > Blessings, > > - Greg > > > ------------------------------------------------------------------------------ > Throughout its 18-year history, RSA Conference consistently attracts the > world's best and brightest in the field, creating opportunities for > Conference > attendees to learn about information security's most important issues > through > interactions with peers, luminaries and emerging and established companies. > http://p.sf.net/sfu/rsaconf-dev2dev > _______________________________________________ > Kardia-list mailing list > Kar...@li... > https://lists.sourceforge.net/lists/listinfo/kardia-list > |
From: Greg B. <Greg.Beeley@LightSys.org> - 2010-01-15 22:43:00
|
Hi everyone, Just wanted to give a brief update on the Kardia project. I know these lists haven't been active in years, while a new version of Kardia has been worked on and developed for a LightSys client, Action International Ministries in Washington State. Kardia is still Centrallix-based, and Centrallix has come a *long* way since 2002 when the demo was done at ICCM 2002 at Taylor University. Currently in-use Kardia modules include General Ledger, Payroll, Cash Disbursements (checking), and parts of the new Receipting module. If you want to keep up on the goings-on for the project, we have a blog now. See: http://LAN.LightSys.org/blogs/Kardia A lot has been accomplished especially in the past few years, but we still have a ways to go. If you'd like to participate in the development of Kardia (or of Centrallix) do let us know! We're in the process of getting the new Kardia code base up in Subversion on http://sf.net/projects/kardia -- we just started this week and not all of the files are uploaded yet. Blessings, - Greg |
From: Mark B. <ma...@us...> - 2002-07-31 20:24:46
|
Luke Ehresman wrote: >> b - Using a record key and office key for the created by and modified by >> fields (smgr_pkey_modified_by_i, smgr_okey_modified_by_i, >> smgr_pkey_created_by_i, and smgr_okey_created_by_i) may require >> additional processing for each insert and update. I feel that we >> must ensure that these fields get set at the database level in case >> the database was ever updated by a raw data editing program >> (outside Kardia). Using the database user id would be much quicker >> than looking up the partner and office key. Also, the user id of >> the kardia user must be linked somewhere with the partner and >> office key - something I think we should do either way we decide on >> this issue, but I don't see a place in the current data model where >> this is done. The Petra datamodel has a table called s_user >> containing a record for each user but it does not have a partner >> key or an office key field. > > This brings up some interesting issues that we need to address (both > for Kardia _and_ Centrallix). How are we going to handle user > authentication through Centrallix and our security model. What I > mean is how do we give different users different permissions to edit > different things. Whatever we decide for that is what we need to use > in the above-mentioned fields to distinguish users. > > One of the nice things about having the partner key and office key > both, is that it allows for sharing data between offices in the same > organization fairly easily without conflicts. Each office in the > organization has a unique office key, and from there on out, they can > have duplicate partner keys and it still doesn't matter. If we move > to a database-specific option, wouldn't we be running into > conflictions when sharing information between offices? > Yes, if we use a simple user name only, there would be potential confusion on a record imported from another office when both offices have someone with the same user name. Using an office key along with the user name (or partner key) would solve this. When Petra imports data from another office, it does not use the original created-by user. It uses the user that is doing the import. This eliminates the worry of importing all the user's partner records but the receiving office would not have the indication of who the real original created-by user was. If we use a partner key and office key for created-by and modified-by then we also need to import the user's partner record as well as the imported partner. Also, the user's partner record will have its own created-by and modified-by user. Well, you see where this is going. So, the export process will need to make sure it gets all partner records to satisfy the foreign key constraints when the data is imported into the other database. Could we just not have a foreign key constraint on these created-by and modified-by fields? This discussion just triggered another question. I think we need to have a table to hold the office keys. Each office would have a ptnr_partner record as well as a ptnr_office record. The ptnr_office and then its ptnr_partner record needs to be created by a central office so that the office keys are unique across all installations of Kardia for the organization. Hmm, another thought, what if different organizations want to share data? Perhaps enforce a Kardia serial number? >> d - Should the ptnr_partner table contain the following? >> ptnr_anonymous_donor_l ptnr_receipt_letter_freq_c >> ptnr_receipt_each_gift_l >> >> ptnr_regular_discount_percnt_n ptnr_regular_credit_terms_i >> ptnr_regular_discount_terms_i ptnr_usual_currency_code_c >> >> The first 3 fields are donor related and could go into a new >> "ptnr_donor" table. >> >> The second set of 4 fields are for suppliers and is used by >> Accounts Payable, Hence a new table ptnr_supplier? > > Are you suggestiong creating a new partner type ("Donor"), or just > adding a table to the partner table. Whatever the choice, I think > it's good to split these out somehow. We should work to keep the > data relevant to the table it's in. ;) > Not necessarily a new "type" or "class". Just a table. The partner would still be classed as a family. The user has the option of adding a "donor" type to the ptnr_type table and adding a ptnr_partner_type record for each donor partner. But having a secondary indicator that someone is a donor like this I would not recommend since it depends on the user remembering to update it. The donor table record could be created the first time a partner gives a gift. >> 3 - Diagramming tools. Does anyone know of an open source one that >> can also generate sql ddl for a selected database? How important >> to you all is it to use a diagramming tool for the project? My >> opinion is that if it can only diagram it is extra work. If it can >> generate ddl to create and alter tables, indexes, and foreign key >> constraints then it could come in handy as we evolve the data >> model. > > I have been looking around, and I found what appears to be a very > useful utility called UML2SQL. As the name implies, it can take a > saved UML document (in a standard XMI format) and translate it into > DDL. --> http://uml2sql.sourceforge.net/ > > Here is the diagramming utility that they suggest using, it is called > Argo/UML. It looks pretty shnazzy. I have yet to try it out. --> > http://argouml.tigris.org/ > > Then, there is always Dia which does UML diagraming as well. --> > http://www.lysator.liu.se/~alla/dia/ > > Here is another option called Poseidon for UML. It is a fork of > ArgoUML. It looks much more professional, and seems to be better, > but it is not open sourced. They do offer a free (as in money) > version for community projects, so we wouldn't have to pay to use it. > Here is a bit from their self-description: "Poseidon for UML is a > fully-fledged UML CASE tool. It evolved from the Open Source project > ArgoUML and turns it to a world class modeling tool. With over > 100.000 installations it belongs to the industries most important > tools." Here is the URL: --> http://www.gentleware.com/ > > All of the above (except Dia) are Java apps, so they work both > Windows and Linux which is a plus in this case. OK, good. I'll take a look... -- ------------------------------------------- Mark Brewington ma...@us... Petra Software Developer Knee-mail never bounces! ------------------------------------------- |
From: Luke E. <leh...@cs...> - 2002-07-29 19:01:14
|
Nothing like replying to my own email message.. I've now tested all of these out, and Dia is by far the best that I have used. I think, if we do end up diagraming this, then we should use Dia. With UML2SQL, we can convert a saved document to SQL scripts. > > 3 - Diagramming tools. > > I have been looking around, and I found what appears to be a very useful > utility called UML2SQL. As the name implies, it can take a saved UML > document (in a standard XMI format) and translate it into DDL. > --> http://uml2sql.sourceforge.net/ > > Here is the diagramming utility that they suggest using, it is called > Argo/UML. It looks pretty shnazzy. I have yet to try it out. > --> http://argouml.tigris.org/ > > Then, there is always Dia which does UML diagraming as well. > --> http://www.lysator.liu.se/~alla/dia/ > > Here is another option called Poseidon for UML. It is a fork of > ArgoUML. It looks much more professional, and seems to be better, but > it is not open sourced. They do offer a free (as in money) version for > community projects, so we wouldn't have to pay to use it. Here is a bit > from their self-description: > "Poseidon for UML is a fully-fledged UML CASE tool. It evolved > from the Open Source project ArgoUML and turns it to a world > class modeling tool. With over 100.000 installations it belongs > to the industries most important tools." > Here is the URL: > --> http://www.gentleware.com/ > > All of the above (except Dia) are Java apps, so they work both Windows > and Linux which is a plus in this case. > > > 4 - Database choice. Should we settle on an open source database > > sooner > > than later? > > I think that Centrallix abstracts things enough for us that we don't > need to make ourselves dependant upon any database. That is the goal at > least. Jonathan has been looking into doing some work with PostgreSQL > as a centrallix driver, but has run into some snags. I think it would > be good to stick with Sybase for now just because of the tons of things > we have to do yet. If we could eliminate one for the moment, that would > be great. <grin> We will definately want to do this in the future, but > I think we should hold off for right now. > > > That's way enough for one email so I'll quit for now. > > Attached is ptnr_partner.sql with comments added. > > Wow, looking through that, those comments are incredibly useful -- > especially coming from someone who knows Petra very well. Thanks for > taking the time do that for us. They're going to be invaluable!! > > Luke > > > > ------------------------------------------------------- > This sf.net email is sponsored by: Dice - The leading online job board > for high-tech professionals. Search and apply for tech jobs today! > http://seeker.dice.com/seeker.epl?rel_code=31 > _______________________________________________ > Kardia-devel mailing list > Kar...@li... > https://lists.sourceforge.net/lists/listinfo/kardia-devel |
From: Luke E. <leh...@cs...> - 2002-07-29 16:05:13
|
Hi all, It's good to get some discussion going on here. I'm not sure who all is subscribed to this list, but lets get some good discussions going. Feel free to voice your opinions about any of this stuff. I am not very experienced with database design, so my contribution should be put on the lower end of the valid opinions list. ;) That's never stopped me from having an opinion before, though, so I'll try to add some thoughts. Mark Brewington wrote: > 1 - ptnr_partner table: > > a - Could we move the bank fields > ptnr_bank_account_number_c, > ptnr_bank_name_c, > ptnr_sort_code_c (this is the British bank number > similiar to the US ABA routing number), and > ptnr_bank_account_name_c > > to a new table? This sounds like a very good idea to me. It doesn't seem like it belongs in the partner record anyway. > b - Using a record key and office key for the created by and modified by > fields (smgr_pkey_modified_by_i, smgr_okey_modified_by_i, > smgr_pkey_created_by_i, and smgr_okey_created_by_i) may require > additional processing for each insert and update. I feel that we must > ensure that these fields get set at the database level in case the > database was ever updated by a raw data editing program (outside > Kardia). Using the database user id would be much quicker than > looking > up the partner and office key. Also, the user id of the kardia user > must be linked somewhere with the partner and office key - something I > think we should do either way we decide on this issue, but I don't see > a > place in the current data model where this is done. The Petra > datamodel > has a table called s_user containing a record for each user but it > does > not have a partner key or an office key field. This brings up some interesting issues that we need to address (both for Kardia _and_ Centrallix). How are we going to handle user authentication through Centrallix and our security model. What I mean is how do we give different users different permissions to edit different things. Whatever we decide for that is what we need to use in the above-mentioned fields to distinguish users. One of the nice things about having the partner key and office key both, is that it allows for sharing data between offices in the same organization fairly easily without conflicts. Each office in the organization has a unique office key, and from there on out, they can have duplicate partner keys and it still doesn't matter. If we move to a database-specific option, wouldn't we be running into conflictions when sharing information between offices? > c - Depending on what we decide on question b, the ptnr_user_id_c > field > may need to be changed to a partner key, office key combination. In > Petra it was originally a user id from the s_user table. Agreed. It depends on what we choose for 'b'. > d - Should the ptnr_partner table contain the following? > ptnr_anonymous_donor_l > ptnr_receipt_letter_freq_c > ptnr_receipt_each_gift_l > > ptnr_regular_discount_percnt_n > ptnr_regular_credit_terms_i > ptnr_regular_discount_terms_i > ptnr_usual_currency_code_c > > The first 3 fields are donor related and could go into a new > "ptnr_donor" table. > > The second set of 4 fields are for suppliers and is used by Accounts > Payable, Hence a new table ptnr_supplier? Are you suggestiong creating a new partner type ("Donor"), or just adding a table to the partner table. Whatever the choice, I think it's good to split these out somehow. We should work to keep the data relevant to the table it's in. ;) > 2 - Naming convention question. The last character of the names > indicate the data type. Shall we change these to correspond to the > Centrallix supported data types? Thus, > > _c (character) would become _s (STIRNG) > _d (date) would become _dt (DATETIME) > _i (integer) would remain the same. > _l (logical - true/false, yes/no, on/off, etc./not etc., :-)/:-( ) > would > stay _l but would use the INTEGER type. > _n (numeric) would become _d (DOUBLE) or _m (MONEY). In Petra the _n > was used for either purpose. I agree with both you, and Jonathan on this one. We should make it relative to Centrallix data types, rather than any specific database. We should take advantage of the abstraction that Centrallix offers as much as possible to hopefully become database independant. > 3 - Diagramming tools. Does anyone know of an open source one that > can > also generate sql ddl for a selected database? How important to you > all > is it to use a diagramming tool for the project? My opinion is that > if > it can only diagram it is extra work. If it can generate ddl to > create > and alter tables, indexes, and foreign key constraints then it could > come in handy as we evolve the data model. I have been looking around, and I found what appears to be a very useful utility called UML2SQL. As the name implies, it can take a saved UML document (in a standard XMI format) and translate it into DDL. --> http://uml2sql.sourceforge.net/ Here is the diagramming utility that they suggest using, it is called Argo/UML. It looks pretty shnazzy. I have yet to try it out. --> http://argouml.tigris.org/ Then, there is always Dia which does UML diagraming as well. --> http://www.lysator.liu.se/~alla/dia/ Here is another option called Poseidon for UML. It is a fork of ArgoUML. It looks much more professional, and seems to be better, but it is not open sourced. They do offer a free (as in money) version for community projects, so we wouldn't have to pay to use it. Here is a bit from their self-description: "Poseidon for UML is a fully-fledged UML CASE tool. It evolved from the Open Source project ArgoUML and turns it to a world class modeling tool. With over 100.000 installations it belongs to the industries most important tools." Here is the URL: --> http://www.gentleware.com/ All of the above (except Dia) are Java apps, so they work both Windows and Linux which is a plus in this case. > 4 - Database choice. Should we settle on an open source database > sooner > than later? I think that Centrallix abstracts things enough for us that we don't need to make ourselves dependant upon any database. That is the goal at least. Jonathan has been looking into doing some work with PostgreSQL as a centrallix driver, but has run into some snags. I think it would be good to stick with Sybase for now just because of the tons of things we have to do yet. If we could eliminate one for the moment, that would be great. <grin> We will definately want to do this in the future, but I think we should hold off for right now. > That's way enough for one email so I'll quit for now. > Attached is ptnr_partner.sql with comments added. Wow, looking through that, those comments are incredibly useful -- especially coming from someone who knows Petra very well. Thanks for taking the time do that for us. They're going to be invaluable!! Luke |
From: Rupp, J. <Jon_Rupp@TAYLORU.EDU> - 2002-07-26 21:34:09
|
Hi there Mark, > As I've been looking through these tables as they currently are in=20 > kardia-db, I've seen some things that I suggest changing or=20 > that I have=20 > questions about. I've listed them here... > 2 - Naming convention question. The last character of the names=20 > indicate the data type. Shall we change these to correspond to the=20 > Centrallix supported data types? Thus, >=20 > _c (character) would become _s (STIRNG) > _d (date) would become _dt (DATETIME) > _i (integer) would remain the same. > _l (logical - true/false, yes/no, on/off, etc./not etc.,=20 > :-)/:-( ) would > stay _l but would use the INTEGER type. > _n (numeric) would become _d (DOUBLE) or _m (MONEY). In Petra the _n=20 > was used for either purpose. I think that moving from what sybase (or any DB for that matter) calls = things to base the naming convention off of to what centrallix calls = things is a good thing (tm). > 4 - Database choice. Should we settle on an open source=20 > database sooner=20 > than later? I'd say no -- unless it pushes someone to develop a module for it for = centrallix sooner. If we're going to limit it to an open-source = database, PostgreSQL is the only option I'm aware of. (mySQL will not = cut it for this kind of application) I know both Luke and Nathan were = interested in getting Postgres support, and I would imagine this would = probably be the next database to be supported (I'd work on it if I had = time and thought I actually had a chance of understanding what was going = on....), but since I probably won't be able to do it, I don't want to = put words in the mouth of the Centrallix team :) Jonathan Rupp |
From: Mark B. <ma...@us...> - 2002-07-26 21:23:10
|
Hello kardia developers, This is my first post to this list and I have not yet joined the kardia project on sourceforge. But I have been looking at the kardia data model. Luke asked me to document in the .sql files what the purpose of each field is. I have also created initial cuts of the.sql files for the remaining tables of the partner module as they are in Petra (with some changes). (Petra is the system that Operation Mobilization uses that was the starting point for the Kardia data model. I have been working with it for about 8 months now.) As I've been looking through these tables as they currently are in kardia-db, I've seen some things that I suggest changing or that I have questions about. I've listed them here... 1 - ptnr_partner table: a - Could we move the bank fields ptnr_bank_account_number_c, ptnr_bank_name_c, ptnr_sort_code_c (this is the British bank number similiar to the US ABA routing number), and ptnr_bank_account_name_c to a new table? In Petra these were used for retrieving direct debit gifts to the organization. Putting these into a separate table will keep donor info out of the partner record (many partners will not be donors). Also this allows us to have more than one account per partner. We may also consider, in a later discussion, whether to have info for credit cards in this same table or create yet another table. b - Using a record key and office key for the created by and modified by fields (smgr_pkey_modified_by_i, smgr_okey_modified_by_i, smgr_pkey_created_by_i, and smgr_okey_created_by_i) may require additional processing for each insert and update. I feel that we must ensure that these fields get set at the database level in case the database was ever updated by a raw data editing program (outside Kardia). Using the database user id would be much quicker than looking up the partner and office key. Also, the user id of the kardia user must be linked somewhere with the partner and office key - something I think we should do either way we decide on this issue, but I don't see a place in the current data model where this is done. The Petra datamodel has a table called s_user containing a record for each user but it does not have a partner key or an office key field. What we decide on this issue may depend on the Centrallix security model which I have no clue about at this time. c - Depending on what we decide on question b, the ptnr_user_id_c field may need to be changed to a partner key, office key combination. In Petra it was originally a user id from the s_user table. d - Should the ptnr_partner table contain the following? ptnr_anonymous_donor_l ptnr_receipt_letter_freq_c ptnr_receipt_each_gift_l ptnr_regular_discount_percnt_n ptnr_regular_credit_terms_i ptnr_regular_discount_terms_i ptnr_usual_currency_code_c The first 3 fields are donor related and could go into a new "ptnr_donor" table. The second set of 4 fields are for suppliers and is used by Accounts Payable, Hence a new table ptnr_supplier? 2 - Naming convention question. The last character of the names indicate the data type. Shall we change these to correspond to the Centrallix supported data types? Thus, _c (character) would become _s (STIRNG) _d (date) would become _dt (DATETIME) _i (integer) would remain the same. _l (logical - true/false, yes/no, on/off, etc./not etc., :-)/:-( ) would stay _l but would use the INTEGER type. _n (numeric) would become _d (DOUBLE) or _m (MONEY). In Petra the _n was used for either purpose. 3 - Diagramming tools. Does anyone know of an open source one that can also generate sql ddl for a selected database? How important to you all is it to use a diagramming tool for the project? My opinion is that if it can only diagram it is extra work. If it can generate ddl to create and alter tables, indexes, and foreign key constraints then it could come in handy as we evolve the data model. 4 - Database choice. Should we settle on an open source database sooner than later? That's way enough for one email so I'll quit for now. Attached is ptnr_partner.sql with comments added. Mark ----------------------------- Mark Brewington Operation Mobilization USA Petra Software Developer Knee-mail never bounces - ? ------------------------------ |
From: Rupp, J. <Jon_Rupp@TAYLORU.EDU> - 2002-04-23 20:13:28
|
this is going great.... remember, when commenting, gcc (which we're using to preprocess all = queries), will not properly process nested /* */ sets, but will do #if 0 #endif sets..... The proper way to comment an entire file is to put #if 0 on the first line and=20 #endif on the last line. That way in-line comments (//,/**/) can stay there just thought I'd let you know..... Jonathan |
From: Jonathan R. <jo...@cs...> - 2002-04-18 03:09:31
|
Sybase only allows 30 character table and field names. I guess we'll need to revise our schema. I just thought I'd let you know. Jonathan Rupp jo...@cs... jon...@ta... |
From: Greg B. <Greg.Beeley@LightSys.org> - 2002-04-17 05:04:00
|
Hi, > Send me/the list what you have from that, I'd like to look at it. I don't > know if you've looked at what's on kardia CVS yet, but I've got a pretty > workable perl script that figures out dependencies and such, only adding > what has changed and such. This doesn't have any C preprocessing involved, but... I've attached the Makefile.... The dependencies are hand-coded, so if you could use the Makefile while using the perl script to build the list of dependencies.... Entire data model is on its way to you (Jonathan Rupp) in a separate email. Blessings, Greg. ------------------------------------------------------------------------ Greg.Beeley@LightSys.org LightSys - Redeeming Technology... http://www.LightSys.org For God's Kingdom. ------------------------------------------------------------------------ |