Table of contents
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