file: wtab/requirements
originated: 27 Nov 2004 by Toby Martin
modified:

This is a requirements list for wtab, the web enabled version of the tab 
program.  The requirements fall into two catagories: existing
functionality, and new functionality.

---------------- Existing functionality --------------------

  User interface:

  - character interface -- to be modified into a web interface;
  - menu interface;
  - remote accessability;
  - multi-user: record locking on data entry;

  Invoice generation:

  - form based data entry;
  - ability to edit randomly accessed existing records;
  - automatic invoice enumeration (auto generate next number);
  - client lookup;
  - automatic posting to receivables account when invoice printed;
  - user definable fee descriptors;
  - interactive fee summation;
  - print various documents for each record: jacket, invoice, proofs;
  - multiple proof of service documents, keyed from values within the
    record;
  - duplicate header information across invoices;

  Client generation:

  - form based data entry;
  - ability to edit randomly accessed existing records;
  - automatic client enumeration (auto generate next number);
  - print client list sorted by client number;

  Accounts receivable:

  - generate client based statements listing invoice balances;
  - record and track payments;
  - apply payments per invoice;
  - apply payments per statement;
  - edit randomly accessed payment records;

  Printing:

  - documents and reports are automatically directed to the appropriate
    printer;


  Search invoices:

  - interactive search interface based in invoice entry form;
  - search for invoices based on user entered matching criteria;
  - display results are stepped through in reverse sequential order;

---------------- New functionality --------------------

  Internal  interface:

  - cross platform GUI (possibly web) interface;
  - administrative ability to create many and varied interfaces;
  - GUI data entry interfaces;
  - GUI data modification interfaces;
  - GUI user authorization interfaces;
  - GUI user modification interfaces;
  - GUI work request authorization interfaces;
  - GUI accounting interfaces;
  - print invoice specific documents filtered through user selectable
    RTF files;


  External Client User interface:

  - web interface;
  - administrative ability to create many and varied user interfaces;
  - client users can only access data for the authorized client;
  - clients may either view associated data or request new work;
  - work requests must be authorized by an internal user;
  - client associated data is either invoice records or external files
    associated with an invoice;
  
  Users:

  - users are either internal or associated with a specific client;
  - client users can only access data for the associated client;
  - internal users can access and modify data for all clients;
  - clients request user modifications (crate/delete) via a web interface;
  - user modification (creation/deletion) must be verified by
    an internal administrator;
  - GUI interface for user modification authorization;

  External files:

  - external files (pdf, png, gif, jpg, ...) may be associated with an
    invoice by following a strict naming convention and being placed in
    a specific directory;

  
  Invoice records:
  
  - easily modifiable record format;
  - easily modifiable document templates;

  Client records:

  - easily modifiable record format;
  - print sorted by numeric or alphabetic;

  Accounts receivable:

  - apply batch payments via a checklist of open invoices;

  Logging:

  - every transaction is logged: 
    when, 
    where (from what IP), 
    who, 
    how (what interface was used),
    what [file, record, field] and if modified what the values where
    before and after the modification;

  Security:

  - clients access a seperate copy of the data;
  - client users are associated with a specific client and only allowed
    to view the data associated with that client;
  - internal access is only available to internal IPs, off site use may
    be possible via use of a VPN;


  Backups:
  
  - automatic backups to a seperate on-site dedicated machine;
  - automatic backups to a seperate off-site dedicated machine;