Preview of Beta 2 release of Simple Invoices
  • justinjustin January 2009

    Hi Guys

    I've just uploaded a preview of the next beta (Beta 2) release of Simple Invoices

    http://www.simpleinvoices.org/beta/
    http://www.simpleinvoices.org/beta/index.php?module=invoices&view=itemised

    Also as a result of the Dec 08 vote - http://www.simpleinvoices.org/roadmap/vote#december_2008_vote there have been some changes to invoice creations. Basically me and 2 other people are the only ones using the Total style invoices :( - most other people uses Itemised and the rest use Consulting (note: theres been a late charge in the votes for Consulting). What this means for you is when you click New Invoice it'll default to Itemised style - if you want to add in notes per line item (consulting style) just click the 'Notes Add' to the right of the Unit Price heading and all the description fields will be displayed. How Total style will be selected is stilla work in progress.

    Whats new since beta 1?
    - new line item rows can be added dynamically during invoice creation
    - merger of itemised and consulting invoice types
    -- to add a description to the line item just click the 'Notes add' icon on the right of unit price
    - tax rates per invoice item
    -- note:
    - you can have muliptle taxes per line item
    - taxes can be dollar based or percentage based
    - as an exmaple - during invoice creation you can select as many different addon tax rates as you want per lien item
    ie. Product : IBM server - you can select the following GST (10%) | State tax (3%) | Admin fee ($25) | Postage ($50) etc..
    - Note: in the demo its set at 1 tax per item - a GUI to adjust this is stall a work in progress
    - new UI : in an effort to simplify the UI as much as possible i've removed the old drop down menus with a simple click/tab based menu
    - new invoice template

    Note:
    - there will probably be 1 or 2 more beta releases of Simple Invoices before the next major release is made public
    - theres still another week or so work to be done before Beta 2 will be released

    For a status update refer:
    - http://simpleinvoices.org/roadmap/trunk
    - http://code.google.com/p/simpleinvoices/source/browse/trunk/dev/TODO.txt

    Post if you have any comments

    Cheers

    Justin

    SmarterInvoices.com :: Simple Invoices hosting | Kelly.org.au :: Simple Invoices custom development | justin.kelly.org.au
  • gourgour January 2009

    Hi Justin!

    Wish you a very prosperous & happy New Year!

    Thank you for your continuing work on SI.

    Does new Beta-2 addresses some of the problems of running SI with Postgres?



    Sincerely,
    Gour

  • justinjustin January 2009

    Hey Gour,

    no new work has been done on postgres at the moment :(

    the only real thing to do is go through all the sql and new sql_patches to ensure postgres will be happy with it

    if your a postgres person and are handy with sql you can lend a hand to make Simple Invoice for Postgres a reality - let me know if you interested and i;ll show you what to do

    Cheers

    Justin

    SmarterInvoices.com :: Simple Invoices hosting | Kelly.org.au :: Simple Invoices custom development | justin.kelly.org.au
  • gourgour January 2009

    Hi Justin,

    if your a postgres person and are handy with sql you can lend a hand to make Simple Invoice for Postgres a reality -
    let me know if you interested and i;ll show you what to do

    Well, I'm neither Postgres person nor handy with sql (yet), but I'm enthusiastic to learn...so, please give me some more instructions what to do...I'd really like to be able running SI with Postgres.


    Sincerely,
    Gour

  • justinjustin January 2009

    Hi Gour,

    great to hear you want to help with the postgres version

    what you need to do is

    1 - send me your gmail username - so i can add you to our svn commit list
    2 - follow the details in http://simpleinvoices.org/wiki/simple_invoices_subversion_how-to to svn checkout trunk
    -- thats our development area
    3 - create a new postgres database using the postgres .sql in the /database/PgSQL folder

    .. i'll post more details abit later today - got to go now ..

    Cheers

    Justin

    SmarterInvoices.com :: Simple Invoices hosting | Kelly.org.au :: Simple Invoices custom development | justin.kelly.org.au
  • justinjustin January 2009

    Hey Gour

    once you got the db setup - the next step is to update all the sql patches in ./include/sql_patches.php to work with postgres - just need to edit any queries into the postgres format - hopefully most of the queries will just work and you'll only need to adjust the ones that don't

    below is a sample on how to format the queries using switch


    $patch['137']['name'] = "Insert default domain";
    switch ($config->database->adapter)
    {
    case "pdo_pgsql" :
    $patch['137']['patch'] = "INSERT INTO ".TB_PREFIX."user_domain (name) VALUES ('default');";
    break;
    case "pdo_mysql" :
    default:
    $patch['137']['patch'] = "INSERT INTO ".TB_PREFIX."user_domain (name) VALUES ('default');";
    }
    $patch['137']['date'] = "200712";
    //TODO postgres patch


    note: the mysql query will always be the default one

    once sql_patcehs.php is done then we just need to use Simple Invoices with Postgres and edit any queries that don't work

    cheers

    Justin

    SmarterInvoices.com :: Simple Invoices hosting | Kelly.org.au :: Simple Invoices custom development | justin.kelly.org.au
  • LetotoLetoto January 2009

    Hi Justin,
    I looked at the new demo and here is my two cents opinion about the new navigation menu

    Navigation is the more crucial part of the application : think about an accountant person working with your program all day long. He will have to deal nearly most of the time with
    - payments (there is often more than one payment for one emitted invoice)
    - new invoices
    - new proposal
    - new customers
    So goal is to avoid clicking as much as possible.
    In that sens, creating a payment has to be straight and easy : the less click to be done, the better it will be .
    From what I see in the demo, there is no easy button to payments. Starting for main panel, we have to choose Money -> Payments -> Process Payments : 3 clicks with 3 hand displacements - in "old" 20080629 version , thanks to automatic dropdown menu, it is easier : 2 hand displacements and only 1 click is enough to get to the same panel

    Take the same principle for new invoices : 2 clicks in the new system compared to one click in the "old" one. The mouse over automatic drop down manu, even not beatiful, is a advantage.

    Not that I don't like the new one but, the "new payment" entry is missing (easy to solve) and once one have to switch between "people" and "money" entry this becomes more tiresome. That's where the thin limit between an good and a great application from an end-user point of view relies.

    My personal conclusion is that : Yes the new system is more sexy, but the "old" one is more straighforward and thus more productive for a heavy user.

    Nevertheless this doesn't change anything about the great work you've done
    Pierre

  • justinjustin January 2009

    Hey Pierre

    i've been thinking about that amount of clicks it'll take to do stuff to - was thinking of having some kind of quick launch buttons

    refer this image of the new wordpress admin page to see what im on about

    img src="http://simpleinvoices.googlegroups.com/web/wordpress.gif?gda=k9Shoz8AAAC_3sPLZancAiVK0Lh6glgAbXzO11wJFmCWFlqKxvv4gTQvVqiwCAa3OU8xjZN0726ccyFKn-rNKC-d1pM_IdV0' />

    just got to decide where to put this quick lanuch buttons - ie. along top left or in a hover drop down

    let me know your thoughts re quick launch buttons

    note: the user woul dbe able to define what actions they wanted to be as quick lanuch buttons

    Cheers

    Justin

    SmarterInvoices.com :: Simple Invoices hosting | Kelly.org.au :: Simple Invoices custom development | justin.kelly.org.au
  • LetotoLetoto January 2009

    Quick launch is definitely a great idea , espacialy is they are user customizable !
    The three main screen of the application are :
    Create incoice, make payment and most of all the invoice dashbord : from there we can see how long an invoice has been sent, make a payment, print, ....

    So if the quick launch buttons were default customized with those three it would fit most of the need I think.

    I come back on the invoice dashboard : as the main screen it would be perfect if we were able to hide paid invoices (owing = 0) . In fact when having a huge amount of invoices, as we can only sort by one column, we must navigate to find the one searched.
    Being able to hide paid invoices (thus irrelevant for day to day followup) would be a gem: I saw beta is using ajax, thus a simple checkbox "hide paid invoices" triggering/updating the query ;-)
    Thanks

  • justinjustin January 2009

    Thanks Pierre,

    i'll add a editable quick launch into beta 3 of Simple Invoices - note beta 2 is due out very soon so this feature wont make it for then

    re dashboard
    - a cut down version of the Manage Invoices page would probably be a good idea on the 'home' page - and only showing unpaid invoices
    - it you get time if you can create a visual mockup in gimp/photoshop of what you would like the dashboard page to be it would be a great help
    - also i'll be adding more search options in to the Manage Pages - just click the magnifying glass at the bottom of the manage pages in the beta

    Cheers

    Justin

    SmarterInvoices.com :: Simple Invoices hosting | Kelly.org.au :: Simple Invoices custom development | justin.kelly.org.au
  • LetotoLetoto January 2009

    Justin
    Don't let you down but out of office : will answer by tomorrow for sure .
    Sorry

  • justinjustin January 2009

    no worries pierre, theres no rush

    cheers

    justin

    SmarterInvoices.com :: Simple Invoices hosting | Kelly.org.au :: Simple Invoices custom development | justin.kelly.org.au

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