source: DESIGN @ 9486442

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Last change on this file since 9486442 was 9486442, checked in by Alex Dehnert <adehnert@…>, 15 years ago

Document with the design of Remit

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1Design of Remit
2===============
3
4Remit aims to be a general system for managing MIT student group finances.
5One core piece of functionality is generating the documentation required
6to make SAFO remit money to students.
7
8Core functionality objectives
9-----------------------------
10
11* Self-service reimbursement request submission --- individual members
12  should be able to request reimbursement through a web interface, providing
13  (almost?) all of the data required to generate a voucher
14* Allow multi-stage approval processes --- e.g., a committee chair approves
15  a reimbursement request and then the group treasurer approves the request
16* Integrate with budgeting, for example by notifying the treasurer before
17  approving a request for more money than remains in an account
18* Allow printing of vouchers
19* Support basic reporting
20* Allow import and export in useful formats (e.g., CSV)
21
22Basic financial support (finance_core)
23--------------------------------------
24
25finance_core provides a basic double-entry bookkeeping system.
26
27It includes the following core models:
28* BudgetArea, representing an account
29* BudgetTerm, representing a financial period
30* Transaction, representing a transaction
31* LineItem, representing a line item within a transaction
32
33Basic request and voucher workflow (vouchers)
34---------------------------------------------
35
36vouchers provides the core of the request/voucher workflow.
37
38It includes the following core models:
39* ReimbursementRequest, representing a single request
40* Voucher, representing a single generated voucher
41
42This package also currently includes the import_budget script, designed to
43take a budget spreadsheet and committee list like the UA has and automatically
44input it into the system. The script should probably be moved out into a new
45"tools" project or the like.
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