Wishlist

Future Items Wishlist

This page contains a list of ideas for features or improvements for future releases of periwinkle. Please feel free to add your wishes to the list!

IFS Module Enhancements

• tools for quarter-end closing
• Create "payment methods" that correspond to Account Balances, instead of using the Accounts themselves
• Add warning if there is not enough money in a withdrawal account to cover the amount of an attached withdrawal when submitting a receipt or transaction
• New Reports: vehicle mileage rates
• Add a note as a Tool in addition to an Activity
• Ability to add attachments as Evidence for Receipts, Transactions, Envelopes, etc.
• Add a way to create a BalanceCheck from within the GUI
• Add a checkbook/chequebook ledger
• Add a reference tool to match the last 4 digits of a credit card with the Account Balance it belongs to
• Process FutureTx and Tx from the same screen
• Ability to queue up multiple transactions and post them to the backend together
• Merge Atomic Multi-Transfer and Transfer Funds activities together (simple/complex)
• Merge Pending Withdrawals Summary and Pending Withdrawals together
• Activity / Tool for posting Pending Receipts
• Tool to generate the budgeting actuals output file
• Receipt Panel: add VendorGroup creation and assignment buttons
• have a default currency for a user
• New Activity for reconciliation of Investment Account Actuals
• Add way to edit quickies (current method is to remove and re-add)
• Configure the Rolling Tide from within the GUI
• SettlementQuickie to cancel Accounts Receivables & Payables
• Ability to create a list of default accounts for a new Client
• Include 30-day moving average in Account Balance History Report
• Add ways to handle financial depreciation
• Attach the image of a receipt from a mobile device
• URL Loader - to launch bank websites, etc. from GUI
• Data Loaders for import from other systems: Quicken, MS Money, Quickbooks, gnucash, etc.
• Merge Account Balance History and Account Transaction History Reports together
• Dollar per (Miles or KM) calculator

GTD Module

• Bookmarklet for adding new Thoughts
• Key bindings for common operations
• Content Generation Wizards or Packages:
  • Automobile Maintenance
  • Financial Checklists
  • Household Cleaning Schedule
  • Vacaation Planning
  • Plant Watering Schedule
  • Baby Wellness

New Module Ideas

• Idea Engine: create, comment on, vote for or against, and implement ideas within your family or organization
• Job Scheduler: run code at specific intervals
• Wallet Cards: collection for cards kept in wallet or purse, for reference
  • maintain details, picture of front and back, allow user to enter fields
• Software License Key maintainer
• password vault - keep all passwords in one place (needs db encryption!)
• Loan calculators
• Household Inventory
• Developer Tools
  • Language Translation Maintainer
  • Report Generator
  • Cheat Sheet Builder
• Holiday Gift Exchange
• Greeting Card Inventory - review cards received, plus who you should send to
• Weight Management
• Grocery Trip Planning
• Coupon Management
• Recipe Collector
• Cleaning Schedule
• "Big Book of Everything"
• Goal Tracking - Set, Monitor, Complete
• Household Collections - Books; CDs; Action Figures; Video Games, you name it!
• Invoice Generation for Freelancers

User Interface

• Area for Favorite Activitites, which are configurable by the user

Underlying Frameworks

• KeyValuePair - A generic entity for storing data, so that a user can configure types of data collections

  • weekly investment balances
  • daily / weekly / monthly checklists
  • Reporting - add setting for auto-refresh when something related to the report changes in the backend
  • Testing - random data generators
  • Ignore notifications that were made within the user session
  • Create and enforce stricter password rules (min length, characters, expiry, etc)
  • System shutdown notification for all connected users when system is shutting down
  • Job Aids / Cheat Sheets - kinda like how Eclipse does it, but for application modules
  • Reporting - have landscape and portrait JRXML templates
  • Use JMX instead of Session Beans?
  • Entity change log
  • Mobile support!
  • Tool to check for updates
  • Allow tools to have Variants too
  • Adobe Flash-based dashboards

Sample Data

• load all receipt,tx data into a huge details table, then iterate through to get everything into the right order in the proper tables
• functions to produce dates within a date range

Documentation

• Configuration Guide delivered with the software, perhaps in the resources area
• Implementation Guide / Collection of Cheat Sheets to setup IFS module

Tools

• Better installation programs:
  • nsis for Windows?
  • MacOS package bundle?
  • RPM for Linux?
• Cloud-based, multi-tenant, subscription-based offering