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TODO.md

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List of things remaining to be implemented.

Global non blockers

  • Change comments so they appear in the right spot for all content types.
  • Ensure consistent display on all content types.
  • End of day processing?
  • Faceted search.
  • Add more types to front page search.
  • Audit & Fix up permissions.
  • Convert to use phpmoney class?

Bugs

Beta - Database/fields stable

Information

  • Provide default templates:
    • Password record.
    • Troubleshooting tips.
    • Contract.
    • Users
    • Computers.
    • Printers.

Invoices

  • Emailing invoices.
  • Templating invoices.
  • Printing invoices.

MVP - Minimum viable product

Bill

  • Add sync to Xero.

Calendar

  • Make nice calendar view.

Goods receipts

  • Auto create bill on entry.
  • Relate to purchase orders.

Invoices

  • Add subscription based invoices.
  • Auto emailed statements.

Payments

  • Method of identifying which register/pos was used?

Item - Stock

  • Stock take list

Point of sale

  • POS front end.

Subscription

  • Auto create subscription on invoice submission.
  • Auto combine subscriptions for the same day to create a single invoice.
  • If there are already subscriptions created for an item, don't allow changing the subscription period.

Tax

  • What do, we do everything 'inc' tax, but other countries have differing requirements. Need to be flexible. Probably later.

Ticket

  • Incoming email to ticket?
  • Check in on job ability - technician front end.

Timekeeping

  • Base fields same as line item
  • Calculate and store dollar value on save to be simpler when adding as line item?

Webform

  • More example webform's

Polish

  • Use https://github.com/commerceguys/intl ?
  • Information pages publishing status, authored by can be hidden
  • Why does document have a status field?
  • Revision log messages in an accordion
  • Make 'About text formats' nicer
  • Hide 'Show row weights' unless an admin
  • Hide customer balance field unless admin

NXT - Next wanted things

Global

  • Dashboard of 'all the things'
  • Front page selection screen additional type searches
  • Theme improvements
  • Authentication via LDAP/AD

Calendar

  • Outlook & gmail sync

Customer

  • Dashboard per customer to include:
    • Current invoices outstanding
    • Subscriptions
    • Last contacted
    • Email & Telephone numbers
    • Direct link to managed services console
    • Direct link to subscription console(s)
  • SMS ability

Information

Invoice features

  • Expiring discount for payment within X days.

Item

  • Lookup product on supplier to check stock levels on viewing.
  • Lookup product on shopping site to get price range.
  • Provide bookmark-let, chrome add-on or similar for easy entry of product.
  • Auto lookup product from barcode on amazon or similar?
  • Item type with built in 10th item free - eg ink cartridges.

Pabx

  • Add PABX module with asterisk sub-module for auto importing phone records.

Payments

  • Auto populate invoices when Total amount typed in; or
  • Calculate the Total as the invoices are selected.

Reports

  • Export email addresses

Stock

  • Stocktake process

Ticket

  • External facing dashboard for customer
  • Signature acceptance
  • App?
  • Slack integration on incoming ticket.

FUT - Future possibilities

Accounting

  • To do or not to do.

Documents

  • Integration with Nextcloud.

RMM Integration

  • Pull in records from rmm.
  • Provide deep linking direct to machines.

Loyalty system things

  • eg. Printer inks, 10th for free.