MRV Document Operations

For a demo example of following steps, here is the policy timestamp: 1675164736.675731674

Task Summary

There are two roles: ‘User’ and ‘Approver’. User can create projects and send project definition documents to the selected Approvers. After the approval, User can add MRV reports to the project. On the basis of this documents the policy will be minting tokens into the account configured in the project.

Preparation

1. Create 2 roles ‘User’ and ‘Approver’ and the corresponding containers

(See example 1 for the more detailed description of how to work with roles)

Creating 2 roles

1. Create all needed document schemas:

2.1 Schema for ‘User’ containing the fields: First name, Last name

2.2 Schema for ‘Approver’ containing the fields: First name, Last name

2.3 Schema for ’Project’ containing the fields: Project name, Account ID

In order to mint tokens into another account (not into the account of the minting user) setup the required field

Setting up new account

2.4 Schema for ’Report’ containing the following fields: Start Date, End Date, Amount

(Please see example 2 for the more detailed description of how to work with Documents)

1. Add blocks for registering ‘User’ and ‘Approver’ into the containers created in the step 1

Note: it is important that DID of the user is used for ID of the documents as this value will be used further in the document for filtration

Adding DID as ID Type

1. Add simplified grids for displaying Projects, Reports and Tokens

Adding grids

1. Create the token

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Document Operations

1. Project Definition

1.1 Create a project

Creating project

1.2 Save the project

Saving Project

1.3 Link to the token

1.3.1 Since another (not current user) account is used for minted tokens ’tokenActionBlock’ cannot be used, instead we will use ‘tokenConfirmationBlock’

Adding tokenConfirmationBlock

1.3.2 To configure the target account for mixed tokens select ‘Custom’ value for ‘Type’ and the filed in the document from which to take the value for the Account ID (this field must have type: ‘Account’)

Selecting Account Type and Id

1.3.3 By default ’tokenConfirmationBlock’ does not have a link to the next block, thus it needs to be manually added

Manually adding tokenConfirmationBlock to next Block

1.4 Add an approver as after the creation the project is not assigned to anyone

1.4.1 Add ’interfaceActionBlock’ wrapped into a container.

Adding interfaceActionBlock

1.4.2 Select Dropdown value for Type

Selecting Dropdown value

1.4.3 Use system field assignedTo to filter documents based on users they are assigned to.

Record value from assignedTo into Field (This field will be changing our block)

Using system Field assignedTo

1.4.4 Configure values from which fields from the document would be labels, and which ones would be values

Configuring labels and values

1.4.5 Use ‘documentsSourceAddon’ for data for Dropdown.

adding documentSourceAddon

1.4.6 Save the changed document

Saving the documents

1.4.7 As ‘documentsSourceAddon’ does not have default events, we need manually add them.

Adding events

1.4.8 Return to grid settings and add Dropdown into the target column.

Adding Dropdown to target column

1.5 Project Approval. Setting up the grid for project approvals.

1.5.1 To select only the projects assigned to the current Approver set the ‘Assigned to User’ flag

Setting up Assigned to User flag

1.5.2 Add document approval block

(Please see example 2 for the more detailed description of this workflow)

Adding document approval block

1.5.3 Add Approve button into the grid

Adding Approve button to the grid

1.5.4 After the Approve, setup the KYC for the account connected to the project

Use ‘tokenActionBlock’ with the appropriate settings

1.5.5 Configure the signing/verification of the document with the Approver signature by adding ‘reassigningBlock’. This block creates a copy of the source document and re-signs it with the key of the selected user.

1.5.6 Add Status attribute for easy filtering

2. Report.

To enable report creation only for approved projects, add create button into the grid selectively for documents with ‘Approved’ status

2.1 Add a ‘documentsSourceAddon' block to differentiate the documents on the basis of their status

2.2 Repeat the sequence for project creation to create the report

Note: switch off ‘Default Active’ since create report button does not need to be an independent object

2.3 Add the button for creating reports into the grid

2.4 Use ‘mintDocumentBlock’ for creating (minting) tokens

3. Results

3.1 Reports

3.1.1 Add grid to display reports

3.1.2 To filter reports on the basis of their project add dynamic filter ‘filtersAddon’

Adding FiltersAddon

3.1.3 Documents created on the basis of other documents are automatically linked via the ref field. Use it for filtration

3.1.4 Add the data source for the filter which will display all approved projects of the current user

3.1.5 Add display of all minted tokens

Demo

Choose a role

Create Approver

Create User

Create Project

Associate token

Choose an approver

Approve project

Create report