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Notes

These notes tell a little more about how things actually work

Offers and Wants

These contentTypes contain only a title and no body. They are intended for only the owner and admin to edit, though the permissions allow other possibilities.

The module includes some menu callbacks which generate pages of categorised offers and wants or show offers and wants of any one person. There is a config page to choose which vocabulary is used to make the directory.

Transactions

A transaction is a module nodeType consisting of title, from, to, amount and other properties. There is a db table for storing the cached balance, pending quantity, and turnover of each user which is updated after every transaction is modified.

A block is provided, intended for the user profile page for the authenticated user to start a transaction with the user who's profile page is being visited.

Transactions can be of four types, each with it's own permission. The first two types need confirmation from the other party and the second two happen instantly. For each of those the transaction can go in either direction. They are invoice, proffer, take, give. Take would normally be accountant only.

Permissions allow certain users (accountants) to initiate transactions as other users. In which case the accountant would be the owner of the node, but would take no recorded part in the transaction.

Local tabs are provided on the user profile showing completed and incomplete transactions. On the main profile page the balance, pending balance and total turnover are shown.

Auto Categorise

This is a new property of vocabularies. If a vocabulary has this feature selected, then nodes of types governed by that vocabulary will be tagged by that vocabulary on submission. There is also a button to retag everything, allowing the taxonomy to be redefined at any point.

This requires that the vocabulary in question be of a certrain format. Term synonyms are searched for in the content to make a match. An example vocabulary xml file is provided in the download for you to import and get started.