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This is the top level page for all work associated with the Accounting Integration Data Schema project as well as related follow-on enhancements. At a high level, the scope of this project is the first point in http://civicrm.org/civicrm/contribute/transact?reset=1&id=11: 'Enhance the CiviCRM schema to enable better integration of accounting concepts and systems with CiviCRM. This includes clear separation of "obligations" from "payments", and the ability to specify revenue and asset accounts.' These changes will enable the data schema to support the following sorts of enhancements:

  • Batching of Contributions
  • Changes, Reversals, Refunds
  • Detailed Account Codes
  • Flexible Order Form
  • Flexible User Payments
  • Official Receipting
  • Partial Payments - backoffice staff only

Attachments to this page provide diagrams of the schema, as well as MySQL Workbench and MySQL schema dump files.

As of July 4th the attached diagrams do not reflect a name change from invoice to order, though that is now reflected in the authoritative version in the subversion repository for the project at http://svn.civicrm.org/civicrm/branches/v4.1.civiaccounts/

While a wiki isn't necessarily the best tool for project collaboration and management, we'll use this page as a focal point for the project for now.

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Page: 4.3 CiviAccounts To Do Page: Accounting Improvements and Integration Data Schema Project Structure Page: Apply Credit Notes to Amounts Owing Page: Canadian Sales Tax Extension Page: CiviAccounts - Data Flow Examples Page: CiviAccounts Data Schema Acceptance Tests Page: CiviAccounts Data Schema - Affected pages, forms, reports Page: CiviAccounts Data Schema - BAO interfaces Page: CiviAccounts Data Schema - Data migration and new schema Page: CiviAccounts Data Schema - files Page: CiviAccounts Data Schema - Project Plan Page: CiviAccounts Data Schema - Sample Before and After Transactions Page: CiviAccounts Data Schema - Schema Diff Page: CiviAccounts - Event Registration with Price Set example Page: CiviAccounts Project Overview Page: CiviAccounts Specifications - Batches Page: CiviAccounts Specifications-Changes, Reversals, Refunds Page: CiviAccounts Specifications - Code changes Page: CiviAccounts Specifications-Detailed Account Codes Page: CiviAccounts Specifications - Financial Items Page: CiviAccounts Specifications - Flexible Order Form Page: CiviAccounts Specifications-Flexible User Payments Page: CiviAccounts Specifications-Official Receipting Page: CiviAccounts Specifications-Partial Payments - backoffice staff only Page: CiviAccounts Specifications - references to contribution_id Page: CiviAccounts - Support Agreement Page: CiviAccounts - Value Added Tax / Sales Tax Page: Draft of use-cases to verify Page: Existing Code references for 'contribution_id' Page: Invoice Format and Batch Entries Scenarios Page: Minutes of Accounting Integration Steering Committee meetings Page: QuickBooks Online Integration extension Page: Sales Taxes and Invoicing - Phase 1 Page: Some minor changes to the way Civi deals with finance... Page: Use Case: Alter event pricing options Page: Use Case Partial Refund For Event Page: Use Case - Payment Processing (partial payments) Page: VAT Electronic Services Extension

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