Re: RoadMap Question

On Jan 25, 2008 7:04 PM, Joshua D. Drake <..hidden..> wrote:

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On Fri, 25 Jan 2008 20:38:04 -0500 (EST)
Luke <..hidden..> wrote:

> This may be more appropriate for the devel list, but not sure, so
> I'll ask it here and be annoying.
>
> I went to the RoadMap to see if there was any mention of implementing
> some of the latest SL features which don't yet exist in Ledgersmb
> (bank account specifications; dropdown for payment method; company
> name in defaults; currency information specification; cell phones for
> contacts; and the individual Vs. Company specification in customers).

I don't know about the dropdown for payment method but 1.3 has the
infrastructure for *complete* CRM. I doubt all the front end capability
is there.

Hmmmm...... I guess I would scale back that promise a little :-)

Most of the time when people speak of CRM they mean:

1) Contact management plus categorization
2) Comment tracking
3) Task tracking (i.e. sales opportunities, etc)
4) Appointment Tracking

1.3 will do the first two quite well. It will not do everything that people want from a "complete" CRM without some additional extensions to the database. I am sure these will come in the form of add-ons later (any volunteers?) but they are not there now and there are no current pkans to add scheduling and task tracking to the financial core of the application.

>
> While I am interested in those features, I didn't find anything about
> them. I did find this:
>
> * Customers/vendors replaced with Companies/Contacts
>
> Can someone expand upon what this means exactly?
>

I designed the new structure to facilitate and entity style
relationship that is not bound by any particular specification. You can
have an unlimited number of entities with an unlimited number of
relationships, including specification of type of relationship between
them.

Basic version:
1 <- many
many --- many
1 <-> 1

entity <- (company OR person)
company <- credit account (i.e. customer/vendor credit account)
cpmany --- location
company <- contact
person --- location
person <- contact
person --- company (unused at the moment)
-----

person <- employee record
person <-> user information
user info <-> user preference

I would also suggest looking at the sql/.modules/Customer.sql, Vendor.sql, Company.sql, Employee.sql etc for examples on how these are actually used.

Hope this helps
Chris Travers

I don't think all the front end relationship stuff will be there until
1.4 though. You can see what is going on here:

http://ledger-smb.svn.sourceforge.net/viewvc/ledger-smb/trunk/sql/Pg-database.sql?revision=2058&view=markup

Lines 10 through 291.

It even has unlimited location specification.

Sincerely,

Joshua D. Drake

> Thank you.
>
> Luke
>
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