Anonymous's sandbox: OpenAccounting

Currently I am in heavy development of OpenAccounting. This project will be released as a distribution and most likely as a module as well but the module version may take a lot more configuring on part of the installer so that will come later.

OpenAccounting is a NON-CODE drupal project. This was done to enhance all the security we are taking advantage of with the base profile we used for building this distribution. This entire system is built with math globals and everything is auto calculating from a couple content types.

This project started with a base distribution of "OpenPublic" if you are not aware of OpenPublic it is the drupal distro for government initiatives and projects. This means that this system is secure right out of the box. This uses FISMA standard password strength requirements and has no modified code to weaken the system. This build was intended to be the most secure CRM / sales system available on Drupal.

This project is a stripped down version of openpublic that removes all the fluff. Nothing that was not critical to the system is included. This does not include many content types and news and junk this is literally only things required to have a sales platform that tracks profit and loss for the business. The content types are extremely limited to only a couple choices and the dashboards are done all in views.

This system has several limits on transactions based on math globals like transactions can not exceed $999.99 or the system will not do tax and other things correctly. This issue can be mitigated with code changes to the system easily but we wanted to program the base system with no code changes. This distribution is putting security first.

This system calculates tax automatically from a input in the content type, this means you can input a different tax rate for each customer. If you have customers all over the US you can put a different tax rate for each sale with no modification of the system. This is literally as simple as inputting the tax rate in a box that asks for the tax rate of your customer. You do nothing special to do this it is a simple field that auto calculates from your input.

The system also has a discounted rate that can be applied for wholesale customers or sales. This is done in a separate content type for discounted transactions. This is a super easy to use interface meant to be used by non technical users. The final version of this distribution will have user roles with levels of access and the base users will not have access to any of the Drupal interface. This project puts UI first.

The Major Components of this system are being done without code but once the critical systems are finished we plan on having a modified version of this base system with the limitations taken out. We plan on getting the base right before making any code changes to the system.

Brainbender wanted to contribute more than just a distro to the community so this system has a full length build video available of the entire process of building this distribution the first day. This is literally each moment of the first day of construction to see all the building changes being done live. I also was talking during the build about why we were working on this project and some of my opinions about coding and security in Drupal. I have been recording from the base install of OpenPublic so this system will have a great amount of documentation to be able to really follow the same format and building patterns I did in constructing the system.

This project is being sponsored by Brainbender and being lead by Site architect Alexander Silva. If you are interested in working on this project as a volunteer please contact Alexander Silva.

The Supporting Organization of this project is : Brainbender

The system decided my company is not a valid organization although I do have a company and they are sponsoring this build. Thanks Drupal association for not recognizing my company as valid. Another insult to a company that trains developers, posts youtube tutorial videos and shows up regularly.

I have included a daily snapshot of images. The images are from a logged in ADMIN the interface is much cleaner when a normal user is logged in but we are working on UI and more next. I will post updated images as the project progresses. Progress is quick so far.

Currently the features supported include totals averaging over the 999. limit. Tax and other field can still be affected but totals can now be larger numbers. Currently we have the ability to have discounted shipping based on any decimal percentage rate. This means you have unlimited ability to customize discounts per customer. Each order sheet includes a discount rate on the discounts shipping transactions. The tax rate is able to be entered on the transaction per the users state so no software changes will be necessary even if taxes change. The system tells you your profit from each sale, it also tells you the item sub total, tax amount, total amount and expenses. Expenses are deducted from each transaction so the expenses of each transaction can be different. This allows for unlimited changing of prices and expense in realtime with no system changes needed. This is available on each order form.

Currently more features are being added daily. The entire system is currently in testing and is working 100% functional as of all our recent tests. The images shown include dummy transactions to show how the system looks in testing.

The beta 1 version of this module is now available on git.

Please be aware that you need to install openpublic "with advanced security (FISMA) enabled" to use this module. You will need to make sure advanced security (FISMA) is active before you will be able to enable this module. This issues has been tested and you can install this module but not enable it without advanced security.

Here is a video walkthrough of the system. This is a daily snapshot. As things change I will upload new video tours.

https://www.youtube.com/watch?v=pWZZh60cPXg

Daily snapshot pictures are available. Not all picture in this are up to date some pictures show functionality which is evolving quickly. If your interested in seeing the most recent changes post a question or comment and I will update the images with the most recent changes.