Organization-Guide/App/Features.md

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
• Voice navigation/actions
• Push messages (global)

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

Raspberry pi project

• Light sensor
• Humidity sensor
• Water sensor
• Camera
• RFID
• KeyPad
• Fingerprint sensor
• Touchscreen
• Magnetic switch
• Gas Sensor
• Moisture sensor
• Temperature sensor
• Touch display