CASE rollforward: copy amounts into other objects from one year to the next year

Templates Cases
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1

Let’s say we manually put in some movements regarding financial investments in year 2016:

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It would be great then, when copying these details from 2016 to 2017, the amounts in column End value would be transferred to the column Begin value (so I don’t need to manually overwrite those amounts, because copying details is just a copy of one period).

:bulb:
With the rollforward-tag you can however! This allows to mark a certain input-object or variable to be transferred to another object or variable the next year.

Take the code of our template:

{% stripnewlines %}
| Description
| Begin value
| Purchased
| Sold
| End value
{% newline %}
|----20%----
|----20%----:
|----20%----:
|----20%----:
|-----------:+
{% fori item in custom.financial_investments %}
  {% newline %}
  | {% input item.description placeholder:"" %}
  | {% $1+input item.begin_value as:currency %}
  | {% $2+input item.purchase as:currency %}
  | {% $3+input item.sold as:n_currency %}
  | {% =$4+ $1+$2+$3 | currency  %}
    {% assign $1 = 0 %}{% assign $2 = 0 %}{% assign $3 = 0 %}
  {% if forloop.last %}
    {% newline %}
    |
    | 
    |
    |
    |^_  **{{ $4 | currency }}** _^|
  {% endif %}
{% endfori %}
{% endstripnewlines %}

We want the value of $1+$2+$3 to be copied into item.begin_value the next year.

By adding the rollforward-tag you can, like this:

{% rollforward $1+$2+$3 item.begin_value %}

If you want other fields to have 0.00 you could have this rollforward as well:

{% rollforward 0 item.purchase %}

or use nothing to fill up that field:

{% rollforward nil item.purchase %}

Here’s the complete case:

{% stripnewlines %}
| Description
| Begin value
| Purchased
| Sold
| End value
{% newline %}
|----20%----
|----20%----:
|----20%----:
|----20%----:
|-----------:+
{% fori item in custom.financial_investments %}
  {% newline %}
  | {% input item.description placeholder:"" %}
  | {% $1+input item.begin_value as:currency %}
  | {% $2+input item.purchase as:currency %}
    {% comment %}reset value on zero when copying details{% endcomment %}
    {% rollforward nil item.purchase %}
  | {% $3+input item.sold as:n_currency %}
    {% comment %}reset value on zero when copying details{% endcomment %}
    {% rollforward nil item.sold %}  
  | {% =$4+ $1+$2+$3 | currency  %}
    {% comment %}the end value needs to be transferred to the next year as begin value{% endcomment %}
    {% rollforward $1+$2+$3 item.begin_value %}
    {% assign $1 = 0 %}{% assign $2 = 0 %}{% assign $3 = 0 %}
  {% if forloop.last %}
    {% newline %}
    |
    | 
    |
    |
    |^_  **{{ $4 | currency }}** _^|
  {% endif %}
{% endfori %}
{% endstripnewlines %}