Debts mediation¶
Debts Mediation (Schuldnerberatung, Médiation de dettes)
This app enables social consultants to create “Budgets”. A Budget collects financial information like monthly income, monthly expenses and debts of a household or a person, then print out a document which serves as base for the consultation and discussion with debtors.
Scénarios¶
- En tant que conseiller dettes je commence à remplir, avec le client,
les données d’un budget. Le client n’a pas
toutes les informations nécessaires avec lui.
Comment puis-je lui imprimer une version spéciale du budget,
destinée à être utilisée pour remplir manuellement sur papier
les chiffres manquants pour les encoder la prochaine fois?
- Activer le champ Print empty rows
- Cliquer sur Enregisterer
Budget Actor (model)¶
Internal name: | debts.Actor |
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Implemented by: | Actor |
Views on Budget Actor
- Budget Actors (Actors)
- Budget Actors (ActorsByBudget) – To be filled if there is more than one person involved.
- Is actor in these budgets: (ActorsByPartner)
Fields in Budget Actor
- ID (id, AutoField), Seq.-Nr. (seqno, IntegerField), Budget (budget, ForeignKey to Budget), Partner (partner, ForeignKey to Partner), Header (header, CharField), Remark (remark, RichTextField)
Actions on Budget Actor
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
- Duplizieren (duplicate, DuplicateSequenced)
- Up (move_up, MoveUp) – Move this row one row upwards
- Down (move_down, MoveDown) – Move this row one row downwards
Budget (model)¶
Internal name: | debts.Budget |
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Implemented by: | Budget |
Views on Budget
- Budgets (Budgets) (Menu Explorer ‣ Debts mediation ‣ Budgets)
- My Budgets (MyBudgets) (Menu Debts mediation ‣ My Budgets)
- Is partner of these budgets: (BudgetsByPartner)
Fields in Budget
- Print to-do list (print_todos, BooleanField) – Einträge im Feld “To-do” werden nur ausgedruckt, wenn die Option “To-dos drucken” des Budgets angekreuzt ist. Diese Option wird aber momentan noch ignoriert (d.h. To-do-Liste wird gar nicht ausgedruckt), weil wir noch überlegen müssen, wie sie ausgedruckt werden sollen. Vielleicht mit Fußnoten?
- Print empty rows (print_empty_rows, BooleanField) – Check this to print also empty rows for later completion.
- Include yearly incomes (include_yearly_incomes, BooleanField) – Check this to include yearly incomes in the Debts Overview table of this Budget.
- Distributable amount (dist_amount, PriceField) – The total monthly amount available for debts distribution.
- ... and ID (id, AutoField), Autor (user, ForeignKey to Benutzer), Druckdatum (build_time, DateTimeField), Konstruktionsmethode (build_method, ChoiceListField to BuildMethods), Date (date, DateField), Partner (partner, ForeignKey to Partner), Introduction (intro, RichTextField), Conclusion (conclusion, RichTextField)
Actions on Budget
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
- Duplizieren (duplicate, Duplicate)
- Drucken (do_print, CachedPrintAction)
- Cache löschen (do_clear_cache, ClearCacheAction)
Tables referring to Budget
- Liabilities (LiabilitiesByBudget)
- Budget Entries (EntriesByBudget)
- Assets (AssetsByBudget)
- Incomes (IncomesByBudget)
- Budget Actors (ActorsByBudget) – To be filled if there is more than one person involved.
- Expenses (ExpensesByBudget)
- Debts distribution (DistByBudget) – Répartition au marc-le-franc. A table with one row per entry in Liabilities which has “distribute” checked, proportionally distributing the Distributable amount among the debtors.
Print empty rows¶
Ignore yearly incomes¶
My Budgets (view)¶
Internal name: | debts.MyBudgets (MyBudgets) |
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Incomes & Expenses (view)¶
Internal name: | debts.ResultByBudget (ResultByBudget) |
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Shows the Incomes & Expenses for this budget.
Budget Entry (model)¶
Internal name: | debts.Entry |
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Implemented by: | Entry |
Views on Budget Entry
- Budget Entries (Entries) (Menu Explorer ‣ Debts mediation ‣ Budget Entries)
- EntriesByType (EntriesByType)
- Budget Entries (EntriesByBudget)
- Expenses (ExpensesByBudget)
- Incomes (IncomesByBudget)
- Liabilities (LiabilitiesByBudget)
- Assets (AssetsByBudget)
- Debts distribution (DistByBudget) – Répartition au marc-le-franc. A table with one row per entry in Liabilities which has “distribute” checked, proportionally distributing the Distributable amount among the debtors.
Fields in Budget Entry
- Budget Actor (actor, ForeignKey to Budget Actor) – Hier optional einen Akteur angeben, wenn der Eintrag sich nicht auf den Gesamthaushalt bezieht.
- Distribute (distribute, BooleanField) – Ob diese Schuld in die Schuldenverteilung aufgeommen wird oder nicht.
- Remark (remark, CharField) – Bemerkungen sind intern und werden nie ausgedruckt.
- Omschrijving (description, CharField) – Beschreibung wird automatisch mit der Kontobezeichung ausgefüllt. Kann man aber manuell ändern. Wenn man das Konto ändert, gehen manuelle Änderungen in diesem Feld verloren. Beim Ausdruck steht in Kolonne “Beschreibung” lediglich der Inhalt dieses Feldes, der eventuellen Bemerkung sowie (falls angegeben bei Schulden) der Partner.
- Periods (periods, PeriodsField) – Gibt an, für wieviele Monate dieser Betrag sich versteht. Also bei monatlichen Ausgaben steht hier 1, bei jährlichen Ausgaben 12.
- Monthly rate (monthly_rate, PriceField) – Eventueller Betrag monatlicher Rückzahlungen, über deren Zahlung nicht verhandelt wird. Wenn hier ein Betrag steht, darf “Verteilen” nicht angekreuzt sein.
- Debt collection agency (bailiff, ForeignKey to Organisation) – Leave empty for simple debts, otherwise select here the responsible bailiff or collection agency
- ... and ID (id, AutoField), Seq.-Nr. (seqno, IntegerField), Budget (budget, ForeignKey to Budget), Account Type (account_type, ChoiceListField to AccountTypes), Account (account, ForeignKey to Account), Partner (partner, ForeignKey to Partner), Amount (amount, PriceField), Circa (circa, BooleanField), To Do (todo, CharField)
Actions on Budget Entry
- Table (landscape) (as_pdf, PrintTableAction) – Show this table as a pdf document
- Table (portrait) (as_pdf_p, PortraitPrintTableAction) – Show this table as a pdf document
- Duplizieren (duplicate, DuplicateSequenced)
- Up (move_up, MoveUp) – Move this row one row upwards
- Down (move_down, MoveDown) – Move this row one row downwards
Budget Entries (view)¶
Internal name: | debts.EntriesByBudget (EntriesByBudget) |
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Debts (view)¶
Internal name: | debts.DebtsByBudget (DebtsByBudget) |
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Slave table in the “Summary” tab of a Budget detail.
Shows the “simple” debts in this budget (those who have not yet been transferred to a debt collection agency).
Bailiff Debts (view)¶
Internal name: | debts.BailiffDebtsByBudget (BailiffDebtsByBudget) |
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Slave table in the “Summary” tab of a Budget detail.
Shows the debts in this budget which have been transferred to a debt collection agency.