[Mospft-devel] Requirements for 0.1

[Ben <ct...@co...>]

Here are the the initial requirements for 0.1 .  Im not sure if they had
to be presented in a specific way, but if so feel free to tidy them up and
we can stick to a standard in future documents.  We will also have to
discuss using the feature request etc available on the sourceforge
website-

Rgds,
ben


MOSPFT: Version 0.1 requirements
Last updated November 16th!

We need to represent:
- Checking accounts
- Savings accounts
- Credit cards
- Loans & other debtors
- Other receivers / ie family/friends
- Creditors - ie Employer

The ability to:
- Manually enter transactions
- Transfer money between accounts
- Schedule regular money transfers
- Log all transactions to maintain audit trail
- See basic summary statistics

UI at 0.1:
- Multiple window approach (cf Forte)
- User explorer - shows all elements
- HTML/PhP frontend

Tree Control example:  // A change in this updates HTML accordingly
  + Accounts
    + Citibank Checking
    + Barclays Savings
  + Incoming
    + Employer
  + Outgoing
    + Barclays Credit Card
    + Car Loan   // Expansion to other things which might not be
implemented yet
      + Details
      + Reporting


Considerations:
Need to think about user authentication at later stages.  May have
implications for design at early stage,
When completing a transfer this could be into a new entity, ie a
stock purchase.
Need to decide on the main point of interaction.  Will things such as
setting up a new loan
or changing payment details occur through HTML or in program.  Maybe HTML
should just be used for displaying data??






-- 
Ben Wootton
ct...@co...