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Re: Feature requests.

On 11/24/06, Stroller <..hidden..> wrote:


On 18 Nov 2006, at 09:55, Chris Travers wrote:
> On 11/18/06, Stroller <..hidden..> wrote:
>> On 16 Nov 2006, at 20:52, Chris Travers wrote:
>>
>>> I added feature request 1597990 to cover your confirmation screen
>>> request,
>>>
>>> Anyone have feedback about whether it should be optional or
>>> mandatory?
>>
>> Do you mind if I pop in one or two more feature requests?
>>
>> I can offer them up here for discussion first, or just put them into
>> the Sourceforge tracker & allow them to be discussed there.
>
> Certainly add them to the feature tracker.  That is the only way we
> can make sure we consider them when we get to some aspects of the
> program.  You can also mention them on the list for additional
> feedback, and chances are, we will mention them  in the proposal.

Some that have sprung to mind - but which I don't immediately have
time to flesh out fully - are:
- ability to add custom headers in the email interface (ie: annoy
Outlook users with "read requests" for your invoices).


Added as  1602610

I believe that the code is in there for read requests :-).  I think it
is just a matter of determining how we want these to be controlled.
Any feedback?


- option NOT to add email content to invoice's private notes. Annoys
the heck out of me, that does.
- ability to add notes & item notes to an invoice after it has been
posted (without reposting, obviously).


I think the above are the same feature request (1602611).  Thinking
maybe would be better to have emails and notes as "attached documents"
rather than inlining them in the internal notes?


I'd also LOVE a "quick search" feature in AR > Customers > Reports. I
have a number of customers who own small businesses or who are
otherwise self-employed and working from home and who'll call me and
say "it's John Smith here, can you do some work for me". I search for
"John" or "Smith" in Company Name, but it doesn't come up because the
invoice has to be made out to JS Decorators Ltd.


Feature request  1602612 filed :-)



It seems to me that this might be an ideal "default" search
mechanism, and that many of the search criteria in AR > Outstanding
must be rarely used. How often does one want to search for
outstanding invoices, but ONLY the ones that were shipped via
Holland? I think it's most likely that one only looks up outstanding
invoices when one wants to see all of them, or when Mr Smith has
phoned to say "about this bill, mate".


True.  And when you want to see the ones that shipped through Holland,
maybe AR/Transactions is better. (feature request  1602613) filed)

Any objection from others to streamlining this interface?


I think that the advanced options (such as "salesperson", "ship via"
and "period") could be easily hidden by cunning use of CSS - a click
on "more options" would immediately reveal them to those who need
them, without the necessity (I think?) of reloading the page. I would
be glad to do some work on this, were my patches likely to be accepted.


Longer run, I would like to add some capability for custom reports,
but not sure how this will look yet.  My own thinking is that some
things ought to be removed (like ship via) since they are probably
better covered in AR/Transactions.  Other things like Salesperson or
Period might be useful in some circumstances but probably not.  Again,
AR/Transactions might be better (though I would love to hear
counterexamples).

As far as working with it, we are moving to an interface that will use
one of two different technologies.  Initially we will use
TemplateToolkit to create the interfaces, and once they are stable, we
will move them to XML/XSLT so that they can more easily be used from
other technologies (part of the infrastructure goal).  A lot of this
work is starting in 1.3, so you will probably want to discuss this
matter on the developer's list in more depth.

If you are interested in helping out with UI design generally, we are
always willing to work with people to help them develop their patches
such that they can be accepted.

Best Wishes,
Chris Travers