General UI - [ ] Selecting multiple elements in lists for actions - [ ] Table sorting - [ ] Table filtering - [ ] Table export in excel and csv - [ ] Loads full page on first load - [ ] Loads only content on consecutive calls - [ ] Loads only data on table filtering, sorting, infinite scroll, pagination - [ ] Saves state in local storage on reboot - [ ] Suggests to install pwa - [ ] Hotkey focus (quickly navigate page with hotkeys) - [ ] Accessible - [ ] Mobile support - [ ] Saved forms befor submit in case of session/internet issues Admin - [ ] Create accounts - [ ] Create groups - [ ] Install modules - [ ] Update modules - [ ] Find modules - [ ] Download modules - [ ] Delete modules - [ ] Module settings - [ ] Allow admin login with account permissions in case of account request - [ ] Reset account password - [ ] Allow/disallow remote login per account Auditor - [ ] Loggings of creates, changes, deletes (optionally also reads) - [ ] Total logs - [ ] Group specific logs - [ ] Account specific logs - [ ] Module specific logs - [ ] All logs show the differences - [ ] Logs by IP Jobs - [ ] Create and manage scheduled tasks/jobs - [ ] Reporting failed tasks/jobs Exchange - [ ] Import data from other software - [ ] Export data to other software Organization - [ ] Manage units - [ ] Manage departments - [ ] Manage positions - [ ] Organigram - [ ] Images for units, departments and positions - [ ] Optional automatic group creation for units, departments and positions Dashboard - [ ] Default dashboards - [ ] Group specific dashboard - [ ] Customizable dashboards by users (e.g. elements and order) Profile - [ ] Handle visibility for other accounts/groups - [ ] Show content from other modules (e.g. media module) - [ ] Localization handling (e.g. language, units, number formats, currency, etc.) - [ ] Profile information (e.g. mail, birthday, etc.) - [ ] Password management Media - [ ] Upload media - [ ] Pausable media upload - [ ] Droppable upload - [ ] Media file creation (text, image) - [ ] Media changes (text, image) - [ ] PDF editor (comments, highlights and simple symbols) - [ ] File viewing (text, image, pdf, ppt, word, audio, video) - [ ] Virtual directories / collections which can reference files virtually preventing file duplication - [ ] Physical directories in media module - [ ] Reference to physical directories on the server - [ ] Account specific files (also shown in the profile of a user) - [ ] Module specific files (also shown in the module) - [ ] Drag and drop of already uploaded files / directories (actual moving and creating references) - [ ] Copy, Insert, Delete (right mouse click and ctrl+c/v) - [ ] Tags for media elements Tasks - [ ] Can be assigned to multiple accounts - [ ] Can be assigned to multiple groups - [ ] Can be CC - [ ] Optionally editable - [ ] Optionally visible - [ ] Optionally none-closable (e.g. only other modules can close the task on action) - [ ] Due date or priority - [ ] Tags for tasks - [ ] Media attachment - [ ] Analysis of tasks assigned to oneself - [ ] Analysis of tasks created (can be disabled) - [ ] Analysis of tasks per group - [ ] Analysis of tasks per account - [ ] Analysis of tasks per tag - [ ] Automatically create tasks - [ ] Re-usable task templates can be created - [ ] Message/email integration (can be handled via message responses) - [ ] Optional Message/email notification - [ ] Without connection Ticket - [ ] Inform users via email (also external) if wanted - [ ] Externals can access the ticket - [ ] Different support groups for different problems - [ ] Priorities - [ ] Tags for tickets - [ ] Media attachment - [ ] Analysis of tickets assigned to oneself - [ ] Analysis of tickets created (can be disabled) - [ ] Analysis of tickets per group - [ ] Analysis of tickets per account - [ ] Analysis of tickets per tag - [ ] Message/email integration (can be handled via message responses) - [ ] Optional Message/email notification - [ ] Without connection Calendar - [ ] Recurring events - [ ] Module specific calendars (e.g. tasks, events, ...) - [ ] Automatic scheduling for shared meetings/events - [ ] Event conflict handling - [ ] Optional sharing of calendars (readable and editable) - [ ] Event tagging - [ ] Event coloring - [ ] Room management (blocking rooms and handling room conflicts for meetings) - [ ] Without connection Messaging - [ ] Emails - [ ] Layout like emails or like conversations - [ ] Internal messages can access other modules and show the content in the mail (e.g. media, events, ...) - [ ] Automatic response messages (internal and external) - [ ] Spam detection - [ ] Asynchronus backround tasks send system messages about their status and link if applicable - [ ] Without connection Chat - [ ] Single user chat - [ ] Group chat - [ ] Manual group chat - [ ] Chat rooms - [ ] Visibility by groups - [ ] Contact list - [ ] Internal messages can access other modules and show the content in the mail (e.g. media, events, ...) Editor - [ ] Create and edit files - [ ] Sharing documents with groups and accounts - [ ] Saving documents in a directory structure - [ ] Tags for documents - [ ] Drag and drop of already created files / directories (actual moving and creating references) - [ ] Copy, Insert, Delete (right mouse click and ctrl+c/v) - [ ] Highlight which user wrote which content - [ ] Live colaboration - [ ] Versioning which shows who changed what - [ ] Multi language support - [ ] Multi tab support - [ ] Without connection Draw - [ ] Create and edit drawing - [ ] Export as png, jpg, gif or bmp - [ ] Without connection Helper - [ ] Templates as basis (= base logic) for individual helpers (e.g. reports) - [ ] Standalone templates which don't require additional data - [ ] Helpers which use templates (e.g. new report based on new data) - [ ] Direct database access - [ ] Own sqlite database for templates - [ ] Multi-language support - [ ] Export as print, pdf, word, ppt, csv possible - [ ] Tags for helper/templates News - [ ] Create and edit news - [ ] Links as "news" for information sharing - [ ] Tags for news - [ ] Optionally tagging news as featured - [ ] Timed news releases - [ ] Comment integration - [ ] Without connection - [ ] Optional Message/email notification Navigation - [ ] Multi language - [ ] Manual links/endpoint definition - [ ] Renaming links Billing - [ ] Re-usable templates - [ ] Re-usable texts - [ ] Types (offer, order confirmation, calculation, delivery note, proforma invoice, invoice, monthly invoice, advance invoice, partial invoice, credit note, invoice correction) - [ ] Creating invoices from existing invoices - [ ] Warning for unusual articles for a customer - [ ] Automatic (best) price selection for customer/article (quantity, customer, association, promotion) - [ ] Automatic emailing - [ ] Output as pdf, excel, word - [ ] Saving pdf in journal - [ ] Approval workflow for price changes - [ ] Approval workflow for credit limits/new customers - [ ] Approval workflow for invoice check (4 eye principle) - [ ] Attaching additional information and documents - [ ] Creating a collection of all invoices which belong together - [ ] Invoices can reference other invoices Purchasing - [ ] Re-usable templates - [ ] Re-usable texts - [ ] Types (order, offer, order confirmation, calculation, delivery note, proforma invoice, invoice, monthly invoice, advance invoice, partial invoice, credit note, invoice correction) - [ ] Creating invoices from existing invoices - [ ] Warning for unusual articles from a supplier - [ ] Automatic (best) price selection for customer/article (quantity, customer, association, promotion) - [ ] Automatic emailing - [ ] Output as pdf, excel, word - [ ] Saving pdf in journal - [ ] Approval workflow for price changes - [ ] Approval workflow for credit limits/new customers - [ ] Approval workflow for invoice check (4 eye principle) - [ ] Attaching additional information and documents - [ ] Creating a collection of all invoices which belong together - [ ] Invoices can reference other invoices Warehousing - [ ] Article locations - [ ] Article locations based on lot numbers - [ ] Label printing incl. datamatrix/bar/qr code - [ ] Stock bookings (move from one location to another) - [ ] Stock adjustments (e.g. found item, removed item with multiple reasons) Shipping - [ ] Stock Taking - [ ] Generate counting lists (electronic and printable) - [ ] ClientManagement - [ ] SupplierManagement - [ ] Accounting - [ ] Multiple environments (e.g. GAAP, IFRS) - [ ] Stock evaluation - [ ] Doubtful accounts (single and general) - [ ] Automatic accounts payable/receivable asset/liability swap - [ ] Timed bookings (e.g. accrual resolution) - [ ] Booking templates - [ ] Lockable periods - [ ] Monthly closing - [ ] Annual closing - [ ] Custom fiscal year P&L - [ ] Balance - [ ] AssetManagement - [ ] Reporting - [ ] Budgeting - [ ] RiskManagement - [ ] Cashflow - [ ] Profitcenter - [ ] Presentation - [ ] Spreadsheet - [ ] Survey - [ ] Survey templates - [ ] Survey categories - [ ] Multiple choice - [ ] Input (text, drop down) - [ ] Task integration - [ ] Publish date - [ ] Public / private results - [ ] Analsis (response rate, time until completion, responses for different answers, email responses) - [ ] Message/email integration (can be handled via message responses) - [ ] Optional Message/email notification - [ ] Tags for surveys - [ ] Without connection Workflows - [ ] Re-usable template workflows - [ ] User generated workflows (not programming required) - [ ] Tags for workflows Kanban - [ ] Tags for boards - [ ] Tags for cards - [ ] Task integration - [ ] Event integration - [ ] Project integration - [ ] Calendar integration - [ ] Message integration (everythin is also a message and messages can be linked) Comments - [ ] Comment managing - [ ] Respond to other comments QA - [ ] Tags for QA Knowledgebase - [ ] Different wikis - [ ] Tags for wikis ProjectManagement - [ ] Project calendar - [ ] Tags for projects - [ ] Kanban integration EventManagement - [ ] Event calendar - [ ] Tags for events Chart - [ ] Bar chart - [ ] Bar chart stacked - [ ] Column chart - [ ] Column chart stacked - [ ] Line chart - [ ] Area chart - [ ] Area chart stacked - [ ] Calendar heat map - [ ] Gantt chart - [ ] BCG matrix - [ ] Scatter chart - [ ] Mixed charts (e.g. bar+line) - [ ] Pie chart - [ ] Donut chart - [ ] Gouge chart - [ ] Pyramid chart - [ ] Candlestick chart - [ ] Radar chart - [ ] Waterfall chart - [ ] Bridge chart - [ ] Venn diagram - [ ] Tree - [ ] Flow chart - [ ] Tree map - [ ] Node/Cluster diagram - [ ] Tags for charts Checklist - [ ] Re-usable checklist templates - [ ] Automatlically create tasks - [ ] Track checklist completion based on tasks - [ ] Tags for checklists - [ ] Automatically create checklists DBEditor - [ ] Read the database - [ ] Create and edit database queries which can be saved for future reference - [ ] Export results as excel, csv or json - [ ] Tags for database queries Search - [ ] Global internal search - [ ] Search within modules - [ ] Search within tables on current page - [ ] Search within accounts or groups - [ ] External search Tag - [ ] Multi language - [ ] Account specific tags - [ ] Global tags - [ ] Colored - [ ] Merge tags (= combine multiple tags as one tag) CMS - [ ] Upload, create, edit, delete all files in an application - [ ] Navigation handling - [ ] Localization handling - [ ] Permission handling - [ ] Content handling - [ ] Default themes AppBuilder - [ ] Build apps / themes (uses json format) Banking - [ ] EBICS transfers HumanResourceManagement - [ ] HumanResourceTimeManagement - [ ] Online time recording - [ ] Terminal time recording with bar/qr codes - [ ] Terminal time recording with RFID - [ ] Terminal time recording with id+pin - [ ] Customizable time types - [ ] Weekly overview - [ ] Monthly overview - [ ] Annual overview - [ ] Statistics (worked, sick, overtime, late, ... for unit, department and employees) - [ ] Showing present & missing employees (= status) - [ ] Defining business hours per unit, group, department, employee - [ ] Vacation tracking - [ ] Vacation request - [ ] Time correction request