Account Ledger Application

A TWikiApplication providing a useful MashUp of the CommentPlugin, SpreadSheetPlugin and the EditTablePlugin. Useful for keeping a checkbook style account balance. Thanks to everyone for their assistance both here and in the support web!

Example

here on twiki.org I have set nonotify="on" in the %COMMENT% declaration. This prevents notification when folks experiment by posting a new ledger entry. In your own implementation, you may wish to have the notifications turned on.

How To

1. Add the following to your Topic, WebPreferences, or TWikiPreferences

• BALANCE variable, for use in TWiki:Codev.AccountLedgerApp like this: %CALC{ %BALANCE% }%

      * Set BALANCE = $EVAL( $VALUE($T(R$ROW(-1):C$COLUMN())) - $VALUE($T(R$ROW():C$COLUMN(-2))) + $VALUE($T(R$ROW():C$COLUMN(-1))) )

2. Add the following to UserTemplates

Add Ledger Entry

%TMPL:DEF{PROMPT:accountledger_table}%
%TABLE{ valign="top" }%
| <b>Add new ledger entry:</b> |||||
|  Description: | <input %DISABLED% type="text" size="90" name="descr" value="" /> ||||
|  Made By: | %MAINWEB%.%USERNAME%    | &nbsp; Date: <input %DISABLED% type="text" size="12" name="date" value="%SERVERTIME{$mo/$day/$year}%" /> | &nbsp; Debit: <input type="text" size="6" name="debit" value="" /> | &nbsp; Credit: <input type="text" size="6" name="credit" value="" /> <input %DISABLED% type="submit" value="%button|Add Entry%" /> |
%TMPL:END%

%TMPL:DEF{OUTPUT:accountledger_table}%%POS:BEFORE%| <!--LEDGERITEM--> | <!-- %MAINWEB%.%USERNAME% --> | %URLPARAM{"date"}% | %URLPARAM{"descr"}% | %URLPARAM{"debit"}% | %URLPARAM{"credit"}% |  %CALC{ %BALANCE% }% |
%TMPL:END%

3. Use the following to create an account legder

%EDITTABLE{changerows="off" quietsave="off" format="| label, 1, | label, 1, | text, 10, | text, 20 | text, 10 | text, 10 | label, 0, $percntCALC{ $percntBALANCE$percnt }$percnt |"}%
|  |  | *Date* | *Item*            | *Debit* | *Credit* | *Balance* |
%COMMENT{ type="accountledger_table" }%

-- Contributors: KeithHelfrich, ThomasFreudenberg, PeterThoeny - 12 Dec 2006

Comments and Discussion

Going one step further, here is a handy preference variable that you could set in TWikiPreferences :

   * Set ACCOUNTLEDGER = %EDITTABLE{changerows="off" quietsave="off" format="| label, 1, | label, 1, | text, 10, | text, 20 | text, 10 | text, 10 | label, 0, $percntCALC{ $percntBALANCE$percnt }$percnt |"}% %BR%
   |  |  | *Date* | *Item*            | *Debit* | *Credit* | *Balance* | %BR%
   %COMMENT{ type="accountledger_table" }%

This will allow for any user to place only the %ACCOUNTLEDGER% variable into their topic and receive a ready-to-use table like the one above.

Word of caution: this variable works on DakarRelease but not on CairoRelease

-- KeithHelfrich - 18 Dec 2006

The is an example TableWidgkit.

-- KeithHelfrich - 21 Dec 2006

Almost forgot the date I wonder what kind of date functions there are lying around that would insert the journal entry's date automatically, but leave it constant without updating with every change of the system clock ?

-- KeithHelfrich - 21 Dec 2006

Why not use the CommentPlugin to insert entries? That is able to insert a create-time date.

-- CrawfordCurrie - 21 Dec 2006

Keith, reading this, makes me think that you're doing a similar, but less power full thing to what we do using named sections and parameterised INCLUDEs. There are topics describing this technique - when i find them, i'll add links.

-- SvenDowideit - 21 Dec 2006

Thanks guys. Crawford, the simple answer is because I don't know how. Despite that limitation, this is the sort of thing that, to me, is what will make twiki AccessablyUseful - giving users a pop-up menu of portable TableWidgkits that they can place into a topic whenever it serves their needs.

-- KeithHelfrich - 22 Dec 2006

On adding table rows with CommentPlugin, see EditActionItems sample application.

-- PeterThoeny - 24 Dec 2006

Thanks for the example, Peter. Going by that, I've revamped the example and instructions above for using the CommentPlugin. This is all working correctly for me at home. But for some reason, even though I've added the necessary UserTemplate, we get the error message above: No such template def TMPL:DEF{PROMPT:accountledger_table}, (which also prevents this comment box from working correctly)

-- KeithHelfrich - 25 Dec 2006

I have a question though - does the account ledger variable work under the EdinburghRelease ? I would seem not to generate the table correctly.

And the COMMENT variable on this page adds into the example table - not into this list...

-- ChrisHogan - 08 Feb 2007

Hi Chris, to be honest, the variable has never worked for me (I'm on Cairo) and I've not tested on Edinburgh, though I think that it should work. The most important parts to take from this app are the %BALANCE% variable, and the magic that happens there to do the math for you.

I've started the example ledger again with new entries because the comment had somehow been disjointed from the table, probably when folks deleted their old entries. ( Note: the best way to reverse a ledger entry is with another entry )

I also updated the example #UserTemplate that is used by the CommentPlugin. The individual now does not have the option to change his or her name in the "made by" field (display only). The template in use on twiki.org was not yet updated b/c I don't have permission to edit UserCommentsTemplate (maybe someone could do that for me?).

I'm certain that this app could be improved further, and would look forward to any contributions! One thing I've been wondering about is the ability to restrict edit of the raw text and instead allow changes only through the CommentPlugin or EditTablePlugin. I'm not sure how that would be done.

-- KeithHelfrich - 10 Feb 2007

This misbehaving comment box (bottom of the page) has been fixed...

-- KeithHelfrich - 10 Feb 2007

I changed the permission in TWiki06x01.UserCommentsTemplate, members of the TWikiCommunityGroup should be able to change the topic.

I also had to fix the output format of your template. You also fell into the trap of a spec change in TWiki 4.1: Leading and trailing empty lines are no longer removed. This breaks TWiki apps, skins and CommentPlugin templates. See Bugs:Item3510. Going forward we should have less issues like this because of our TWikiRelease04x01Process.

Suggestion: The read only WikiName of the person does not work in all cases. For example, a non-authenticated user is listed as TWikiGuest. Possibly restore an editable field, or add a conditional note to login if guest.

-- PeterThoeny - 10 Feb 2007

Thanks, Peter. From reading the Bugs:Item3510 page I can neither tell what was broken nor what you've done to fix it. But I am never-the-less appreciative. Is there a HOW-TO somewhere that tells us what to do after this spec change ?

Re: your suggestion on WikiName, my answer to that would be to Set DENYTOPICCHANGE = %MAINWEB%.TWikiGuest to prevent non-authenticated users from changing the account balance. Many sites will have even more restrictive requirements for who can add entries to the account ledger. But at the very least, this will prevent an anonymous entry.

-- KeithHelfrich - 10 Feb 2007

See TWikiReleaseNotes04x01 on how to work around the issue of this spec change.

On login question: The user will be authenticated if needed by the CommentPlugin, so instead of passing along the potentially unauth'ed guest user, simply use %WIKIUSERNAME% in the output template.

-- PeterThoeny - 10 Feb 2007

I've changed the template at UserCommentsTemplate to use %WIKIUSERNAME% instead of %MAINWEB%.%USERNAME%

Also, the #Example above was changed to set nonotify="on". This will prevent notifications to the WebNotify list for every time someone experiments by adding a new ledger entry.

-- KeithHelfrich - 15 Feb 2007

Hi Sorry, a bit of a newbie question. Where exactly do you add the template definition? Do I add as a topic? and if so where? Or manually in a file in the twiki installation?

-- AaronCoday - 10 Jan 2008

See TWiki.TWikiTemplates and follow documentation for Template Topics

-- MartinCleaver - 03 May 2008