justintg / openbudget Goto Github PK

v0.1

Budget

• Create Budget
• Set Budget Currency
• Set Budget Currency Number Format
• Budget Currency Format is used in WPF Application

Accounts

• Add an account w/ Initial Balance
• Set Account Type
• Set Budgeting Type (On-Budget/Off-Budget)
• Can reconcile an account

Transactions

• Add a transaction
• Edit a transaction
• Delete a transaction
• Transaction can be a Transfer
• Updating Amount of Transfer updates both sides of the Transfer
• Transaction Category can be set
• Split Transactions Supported(in view and edit mode)
• Sub Transaction Transfer
• Transaction state (cleared/uncleared)
• Transaction validation is visible when transaction is in an error state

Categories

• Can add a Category to a Master Category
• Can add a MasterCategory to the budget
• Can reorder MasterCategories and Categories
• Can add/update a note on a Category
• Can rename a Master Category
• Can rename a Category

Budget View

• Virtualized Budget View(all BudgetViewMonths "exist" but arent materialized until needed for display.
• Can updated Budgeted amount on CategoryMonth which triggers a recalculation
• Master Category summary row
• Right arrow red(transfer category balance to next month) on CategoryMonth
• Add/update a note on CategoryMonth
• Budget Month header
• Proper formatting/colors on BudgetView rows and month headers
• Drag and Drop on BudgetView can scroll the view
• Master Category Expander

Storage Format

• Have a basic cross-platform SQLite storage format for the budget
• Have an in-memory BudgetStore to be the reference implementation of IBudgetStore and for testing purposes
• Standard EventStream serialization format
• Implement IBudgetViewCache extension for SQLite budget store that does most of the calculation and grouping in SQL

v0.2

• Transaction virtualization at data level(stream from the database rather than load an entire account into memory)
• Configurable sort order on Transaction grid
• Storage optimization - new VectorClock binary format
• Storage optimization - Event data compression using a predetermined deflate dictionary
• Implement event sorting for synchronization in SQLite
• Optimize BudgetViewCalculator to do partial re-calculation rather than a full calculation when possible
• File directory synchronization
• YNAB4 Import