Checking whether a template has been added for a client

[sven]

Hey @Bart_Verhaeghe,

Good question again

For now, only reconciliation templates can be checked whether or not they’ve been added to the working papers by this code for example (given that the recon template needs a handle) :

{% unless period.reconciliations.handle_recon != blank %}
give some warning ... 
{% endunless %}

For account templates it’s different, and I wonder if it’s really needed to check if an account has details made by the right template or not (account templates don’t have handles, but you could get custom objects, unique for each acc template, out of it. This was already discussed here :

CASE: how to display details of an account in a text template?

This was the question last week during our event. And it’s a good question also. Let’s say you make a text template “cover letter” and you want to show the details you gave for the account 747004 : [image] These details were created by the template “Standaardtoelichting”, which uses following code : {% fori detail in current_account.custom.details %}{% if forloop.first %} |--------------25%-----------------|--------------------45%-----------|------10%------|-------20%--------:+{% endif %} |…

However, is this really what you should going for? Isn’t it better to check on details and templates, and that inputted data in there, is correct or not? Because that last, can’t be automated (there’s no way for Silverfin to know that f.i. the account 100000 has correct details - we only check on the total of those details and compare it to the value of the account).

Therefor (in my opinion), could it be a better option to give each template a check that needs to be done by a supervisor for instance. When that is done, only then you can get a green dot f.i.

In here you’ll find some more guidance:

https://community.silverfin.com/t/case-how-to-make-input-objects-not-adjustable-anymore/601

and here :

CASE: check if a reconciliation has been starred in the working papers or not

There is now a method to check if a reconciliation has been starred or not in the working papers. You can check by this code : {% if period.reconciliations.verworpen_uitgaven.starred? == true %} Some logic {% endif %} So the result of period.reconciliations.verworpen_uitgaven.starred? is either `true’ or ‘false’. This might come in handy when you want to link to results from a reconciliation, but when it’s not starred, it’s not required to link to results.

and here :

Reconciliation remains unexplained dispite complete (but empty) explanation

You could discuss it @robin.bailleul wheter or not you want Silverfin to put the template on green automatically or not… It’s great that it can become automatically, but it’s also a better option to visually check everything before it becomes green I guess it depends on the kind of template you use. I’ll await feedback from Tim for this

So you really could a complete workflow inside the templates by all of this. If you’re stuck with this, let me know.
This has of course an enormous impact on the baro-meter whether the working papers are finished or not.

Good luck! Beautiful case