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Expenses_Report



profile definition


With this profile you will be able to:
- record your expenses collaboratively
- get the sum of your expenses per project

What will it create:
- 1 tracker to track expenses
- 1 tracker to track projects

General
YAML
permissions:
 Registered:
  description: Will be ignored because group is already created
  allow: [ create_tracker_items, modify_tracker_items ]
preferences:
 enable: [ feature_trackers ]


Project List

Will be taken from the Time_Sheet profile. Perhaps it would be good as a standalone profile.

Expenses report

YAML
objects:
 -
  type: tracker
  ref: expenses_report
  data:
   name: Expenses report
   description: Simple expenses report
   default_status: open
   show: [ creation_date ]
   allow: [ comments, attachments ]
 -
  type: tracker_field
  ref: expenses_report_date
  data:
   name: Date
   tracker: $expenses_report
   type: text_field
   description: " Please enter dates as aaaa/mm/dd "
   options: 0,10
   flags: [ searchable, public, list, mandatory ]
   order: 10
 -
  type: tracker_field
  ref: expenses_report_description
  data:
   name: Description
   tracker: $expenses_report
   type: text_area
   flags: [ searchable, public, mandatory, link ]
   order: 20
 -
  type: tracker_field
  ref: expenses_report_associated_project
  data:
   name: Associated project
   tracker: $expenses_report
   type: item_link
   options: $profileobject:Time_Sheet:project_list$,$profileobject:Time_Sheet:project_summary$
   flags: [ searchable, public, list]
   order: 30
 -
  type: tracker_field
  ref: expenses_report_supplier
  data:
   name: Supplier
   tracker: $expenses_report
   type: text_field
   options: 0,40
   flags: [ searchable, public, list, mandatory ]
   order: 40
 -
  type: tracker_field
  ref: expenses_report_cost
  data:
   name: Cost
   tracker: $expenses_report
   type: numeric
   description: "Please use "." to separate decimals. Ex.: 20.50$ => 20.50 "
   flags: [ searchable, public, list, mandatory ]
   order: 50
 -
  type: tracker_field
  ref: expenses_report_notes
  data:
   name: Notes
   type: text_area
   tracker: $expenses_report
   flags: [ searchable, public, list ]
   order: 60
 -
  type: tracker_field
  ref: expenses_report_receipt_number
  data:
   name: Receipt number
   type: auto_increment
   tracker: $expenses_report
   options: 1,#
   flags: [ searchable, public, list ]
   order: 70


Sample data

YAML
-
  type: tracker_item
  ref: expenses_report_data
  data:
   tracker: $expenses_report
   status: open
   values:
    - [ $expenses_report_date, "aaaa/mm/dd" ]
    - [ $expenses_report_description, "Congratulations, you just installed the Expenses Report. You can delete this entry and start adding your own" ]
    - [ $expenses_report_supplier, "Pizza lovers" ]
    - [ $expenses_report_cost, "20.50" ]
    - [ $expenses_report_notes, "Ben had an 50$ advance, he gave back 29.50$" ]
    - [ $expenses_report_associated_project, "General" ]
    - [ $expenses_report_receipt_number, "1" ]
 -
  type: tracker_item
  ref: expenses_report_sample_data2
  data:
   tracker: $expenses_report
   status: open
   values:
    - [ $expenses_report_date, "aaaa/mm/dd" ]
    - [ $expenses_report_description, "Keys copy" ]
    - [ $expenses_report_supplier, "Key king" ]
    - [ $expenses_report_cost, "10.75" ]
    - [ $expenses_report_notes, "Bill had an 20$ advance, he didn't return the difference yet" ]
    - [ $expenses_report_associated_project, "General" ]
    - [ $expenses_report_receipt_number, "2"  ]


Add a for & report with the total cost


This will include: Profile_Expenses_report_expenses_report_page

YAML
instructions: Expenses report
preferences:
  enable: [ feature_wiki ]
objects:
  -
    type: wiki_page
    ref:  expenses_report_page
    data:
      name: Expenses report
      description: Who did what? 
      lang: en
      content: wikicontent:Profile_Expenses_report_expenses_report_page



Notes/todo

[+]