hTrade: Difference between revisions

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<h1>hTrade</h1>
#REDIRECT:[[trade-examples]]
 
hTrade is a proposed new [[microformats | microformat]] that would provide a common means of representing financial transactions.
 
'''Please note that this in a draft spec'''--[[User:ClayNewton|ClayNewton]] 22:52, 2 Aug 2007 (PDT)
 
__TOC__
 
== Specification ==
 
== Introduction ==
There are many examples of financial transactions across the web and in desktop applications, including bank statements, purchase receipts, wishlists, [[PersonalFinanceManager | PFM]] applications, etc. A standardized format would facilitate integration between vendors, financial institutions and applications to provide for far more robust financial accounting integration.
 
== Format ==
There are many data formats used in financial systems to represent transactions. The vast majority of these are proprietary, typically resulting from an evolution from paper-based accounting to mainframe computing to electronic interchange networks to the web and now to mobile systems.
 
=== In General ===
A simple semantic format using (like [[hcard | hCard]]) object/property names in lower-case for class names. Financial transaction attributes would be mapped to nested XHTML elements.
 
=== Root Class Name ===
The root class name for an hTrade is "record".  An element with a class name of "record" is itself called an ''hTrade''.
 
=== Properties and Sub-properties ===
The properties of an hTrade are represented by elements inside the hTrade.  Elements with class names of the listed properties represent the values of those properties.  Some properties have sub-properties, and those are represented by elements inside the elements for properties.
 
=== Property List ===
hTrade properties (sub-properties in parentheses like this)
 
'''Required:'''
* '''date-posted''' (date-transacted, date-created, date-scheduled)
* '''to-account''' (to-account-number, to-account-holder)
* '''amount-posted'''
Optional:
* from-account (from-account-number, from-account-holder)
* date-hold-start (date-hold-end, amount-held)
* status
* type
* reference-number (card-type, periodic-rate)
* fee-amount (fee-type, fee-description)
* category-name (category-id, category-amount)
* image-type (image-front-uri, image-back-uri)
* tax-flag (tax-flag-type, tax-flag-amount)
 
=== Singular vs. Plural Properties ===
Singular properties:
'date-posted', 'date-transacted', 'dated-created', 'date-scheduled', 'from-account', 'from-account-number', 'from-account-holder', 'to-account', 'to-account-number', 'to-account-holder', 'amount-posted status', 'type', 'card-type', 'periodic-rate'.  For properties which are singular, the first descendant element with that class should take effect, any others being ignored.
 
All other properties can be plural. Each class instance of such properties  creates a new instance of that property.
 
== Copyright ==
Per the public domain release on the author's user page ([[User:ClayNewton|Clay Newton]]) this specification is released into the public domain.
 
{{MicroFormatPublicDomainContributionStatement}}
 
== To Dos ==
* Complete survey of [[financial transaction attributes]]
* Draft

Latest revision as of 13:42, 28 January 2008

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