Contacts

Partner (model)

Internal name:contacts.Partner
Implemented by:Partner

A Partner is any physical or moral person for which you want to keep contact data (address, phone numbers, ...).

Every Partner can also be a Person or a Organisation (or both).

Lino differentiates the following subclasses of Partner:

digraph foo {
  "Partner" -> "Client"
  "Partner" -> "Household"
  "Partner" -> "Person"
  "Person" -> "Client"
  "Partner" -> "Organisation"
  "Organisation" -> "Job Provider"
  "Organisation" -> "Course provider"
  "Partner" -> "Job Provider"
  "Partner" -> "Course provider"   
}

Views on Partner

  • Partners (Partners) (Menu Contacts ‣ Partners (all))
  • Partners (PartnersByCity)
  • Partners (PartnersByCountry)

Fields in Partner

  • Address line before street (addr1, CharField) – Address line before street
  • Street prefix (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Street (street, CharField) – Name of street. Without house number.
  • No. (street_no, CharField) – House number
  • Box (street_box, CharField) – Text to print after steet_no on the same line
  • Address line after street (addr2, CharField) – Address line to print below street line
  • Sprache (language, LanguageField) – Die Sprache, in der Dokumente ausgestellt werden sollen.
  • obsolete (is_obsolete, BooleanField) – Altfälle sind Partner, deren Stammdaten nicht mehr gepflegt werden und für neue Operationen nicht benutzt werden können.
  • ... and ID (id, AutoField), Bearbeitet (modified, DateTimeField), Erstellt (created, DateTimeField), Land (country, ForeignKey to Land), Plaats (city, ForeignKey to Plaats), Region (region, ForeignKey to Plaats), Postcode (zip_code, CharField), Name (name, CharField), E-Mail (email, EmailField), URL (url, URLField), Phone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarks (remarks, TextField), activity (activity, ForeignKey to activity), Bank account 1 (bank_account1, CharField), Bank account 2 (bank_account2, CharField)

Actions on Partner

  • 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
  • Labels (print_labels, PrintLabelsAction) – Generate mailing labels for these recipients

Tables referring to Partner

  • Is partner of these budgets: (BudgetsByPartner)
  • Printouts (AttestationsByCompany)
  • Member of (MembersByPerson)
  • Outbox (SentByPartner)
  • Jobs (JobsByProvider)
  • Events/Notes (NotesByCompany)
  • Accounts (AccountsByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Contact persons (RolesByCompany)
  • Course Offers (CourseOffersByProvider)
  • Printouts (AttestationsByPerson)
  • Art.60§7 contracts (ContractsByProvider)
  • Household Members (MembersByHousehold)
  • Contact for (RolesByPerson)
  • Presences (GuestsByPartner)
  • Appointments (AppointmentsByPartner)
  • Events/Notes (NotesByPerson)

Person (model)

Internal name:contacts.Person
Implemented by:Person

A Person is a Partner which corresponds to a physical person or human being.

Views on Person

  • Persons (Persons) (Menu Contacts ‣ Persons)

Fields in Person

  • Address line before street (addr1, CharField) – Address line before street
  • Street prefix (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Street (street, CharField) – Name of street. Without house number.
  • No. (street_no, CharField) – House number
  • Box (street_box, CharField) – Text to print after steet_no on the same line
  • Address line after street (addr2, CharField) – Address line to print below street line
  • Sprache (language, LanguageField) – Die Sprache, in der Dokumente ausgestellt werden sollen.
  • obsolete (is_obsolete, BooleanField) – Altfälle sind Partner, deren Stammdaten nicht mehr gepflegt werden und für neue Operationen nicht benutzt werden können.
  • Birth date (birth_date, IncompleteDateField) – Uncomplete dates are allowed, e.g. “00.00.1980” means “some day in 1980”, “00.07.1980” means “in July 1980” or “23.07.0000” means “on a 23th of July”.
  • Title (title, CharField) – Text to print before first_name as part of the first address line.
  • ... and ID (id, AutoField), Bearbeitet (modified, DateTimeField), Erstellt (created, DateTimeField), Land (country, ForeignKey to Land), Plaats (city, ForeignKey to Plaats), Region (region, ForeignKey to Plaats), Postcode (zip_code, CharField), Name (name, CharField), E-Mail (email, EmailField), URL (url, URLField), Phone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarks (remarks, TextField), activity (activity, ForeignKey to activity), Bank account 1 (bank_account1, CharField), Bank account 2 (bank_account2, CharField), Partner (partner_ptr, OneToOneField to Partner), First name (first_name, CharField), Nachname (last_name, CharField), Geschlecht (gender, ChoiceListField to Genders)

Actions on Person

  • 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
  • Labels (print_labels, PrintLabelsAction) – Generate mailing labels for these recipients

Tables referring to Person

  • Is partner of these budgets: (BudgetsByPartner)
  • Printouts (AttestationsByCompany)
  • Member of (MembersByPerson)
  • Outbox (SentByPartner)
  • Jobs (JobsByProvider)
  • Events/Notes (NotesByCompany)
  • Accounts (AccountsByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Contact persons (RolesByCompany)
  • Course Offers (CourseOffersByProvider)
  • Printouts (AttestationsByPerson)
  • Art.60§7 contracts (ContractsByProvider)
  • Household Members (MembersByHousehold)
  • Contact for (RolesByPerson)
  • Presences (GuestsByPartner)
  • Appointments (AppointmentsByPartner)
  • Events/Notes (NotesByPerson)

Organisation (model)

Internal name:contacts.Company
Implemented by:Company

A Company is a Partner which corresponds to a company or any other type of organization.

Views on Organisation

  • Organisations (Companies) (Menu Contacts ‣ Organisations)

  • Organisations externes et contrats (CompaniesAndContracts) – Nombre de PIIS actifs par

    organisation externe et type de contrat.

  • Employants et contrats Art 60§7 (JobProvidersAndContracts) – Nombre de projets Art 60§7 actifs par

    employants et type de contrat.

Fields in Organisation

  • Address line before street (addr1, CharField) – Address line before street
  • Street prefix (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Street (street, CharField) – Name of street. Without house number.
  • No. (street_no, CharField) – House number
  • Box (street_box, CharField) – Text to print after steet_no on the same line
  • Address line after street (addr2, CharField) – Address line to print below street line
  • Sprache (language, LanguageField) – Die Sprache, in der Dokumente ausgestellt werden sollen.
  • obsolete (is_obsolete, BooleanField) – Altfälle sind Partner, deren Stammdaten nicht mehr gepflegt werden und für neue Operationen nicht benutzt werden können.
  • ... and ID (id, AutoField), Bearbeitet (modified, DateTimeField), Erstellt (created, DateTimeField), Land (country, ForeignKey to Land), Plaats (city, ForeignKey to Plaats), Region (region, ForeignKey to Plaats), Postcode (zip_code, CharField), Name (name, CharField), E-Mail (email, EmailField), URL (url, URLField), Phone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarks (remarks, TextField), activity (activity, ForeignKey to activity), Bank account 1 (bank_account1, CharField), Bank account 2 (bank_account2, CharField), Partner (partner_ptr, OneToOneField to Partner), prefix (prefix, CharField), Company type (type, ForeignKey to Organization Type), Client Contact type (client_contact_type, ForeignKey to Client Contact type), VAT id (vat_id, CharField)

Actions on Organisation

  • 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
  • Labels (print_labels, PrintLabelsAction) – Generate mailing labels for these recipients
  • Merge (merge_row, MergeAction) – Merge this object into another object of same class.

Tables referring to Organisation

  • Is partner of these budgets: (BudgetsByPartner)
  • Printouts (AttestationsByCompany)
  • Member of (MembersByPerson)
  • Outbox (SentByPartner)
  • Jobs (JobsByProvider)
  • Events/Notes (NotesByCompany)
  • Accounts (AccountsByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Contact persons (RolesByCompany)
  • Course Offers (CourseOffersByProvider)
  • Printouts (AttestationsByPerson)
  • Art.60§7 contracts (ContractsByProvider)
  • Household Members (MembersByHousehold)
  • Contact for (RolesByPerson)
  • Presences (GuestsByPartner)
  • Appointments (AppointmentsByPartner)
  • Events/Notes (NotesByPerson)

Contact Person (model)

Internal name:contacts.Role
Implemented by:Role

A Role is when a given Person plays a given Function in a given Organisation.

Views on Contact Person

  • Contact Persons (Roles) (Menu Explorer ‣ Contacts ‣ Contact Persons)
  • Contact persons (RolesByCompany)
  • Contact for (RolesByPerson)

Fields in Contact Person

  • ID (id, AutoField), Contact Role (type, ForeignKey to Function), Person (person, ForeignKey to Person), Organisation (company, ForeignKey to Organisation)

Actions on Contact Person

  • 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

Function (model)

Internal name:contacts.RoleType
Implemented by:RoleType

A Function is “what a given Person can be for a given Organisation”.

The default database comes with the following list of Functions:

ID Omschrijving Omschrijving (fr) Omschrijving (de) usable in contracts
1 Manager Gérant Geschäftsführer Ja
2 Director Directeur Direktor Ja
3 Secretary Secrétaire Sekretär Ja
4 IT Manager Gérant informatique EDV-Manager Nein
5 President Président Präsident Ja
0       4

Views on Function

  • Functions (RoleTypes) (Menu Konfigurierung ‣ Contacts ‣ Functions)

Fields in Function

  • usable in contracts (use_in_contracts, BooleanField) – Whether Links of this type can be used as contact person of a job contract.
  • ... and ID (id, AutoField), Omschrijving (name, BabelCharField)

Actions on Function

  • 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

Organization Type (model)

Internal name:contacts.CompanyType
Implemented by:CompanyType

The default database comes with the following list of organization types:

Omschrijving Omschrijving (fr) Omschrijving (de)
Public Limited Company Société Anonyme Aktiengesellschaft
Limited Liability Company Société Privée à Responsabilité Limitée Private Gesellschaft mit beschränkter Haft
One-person Private Limited Company Société d’Une Personne à Responsabilité Limitée  
Cooperative Company with Limited Liability Société Coopérative à Responsabilité Limitée  
Cooperative Company with Unlimited Liability Société Coopérative à Responsabilité Illimitée  
General Partnership Société en Nom Collectif  
Limited Partnership Société en Commandite Simple  
Non-stock Corporation Société de Droit Commun Gesellschaft öffentlichen Rechts
Charity/Company established for social purposes Association sans But Lucratif Vereinigung ohne Gewinnabsicht
Cooperative Company Société Coopérative Genossenschaft
Company Société Firma
Public service Service Public Öffentlicher Dienst
Ministry Ministère Ministerium
School école Schule
Freelancer Travailleur libre Freier Mitarbeiter
Sole proprietorship Entreprise individuelle Einzelunternehmen

Views on Organization Type

  • Organization Types (CompanyTypes) (Menu Konfigurierung ‣ Contacts ‣ Organization Types)

Fields in Organization Type

Actions on Organization Type

  • 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

obsolete (field)

Das Attribut “veraltet” bedeutet :

  • die Daten dieses Partners werden nicht mehr gepflegt,
  • alle Angaben verstehen sich als “so war es, bevor dieser Partner aufhörte, uns zu interessieren”.

Veraltete Partner werden normalerweise in Listen ignoriert, als wären sie gelöscht. Um sie trotzdem zu sehen, muss das Ankreuzfeld Auch veraltete Klienten (bzw. Auch veraltete Partner) im Parameter-Panel der Liste angekreuzt werden.

activity (model)

Internal name:pcsw.Activity
Implemented by:Activity

Views on activity

  • activities (Activities) (Menu Konfigurierung ‣ PCSW ‣ activities) – Liste des “activités” ou “codes profession”.

Fields in activity

  • ID (id, AutoField), name (name, CharField), Appears in Listing 104 (lst104, BooleanField)

Actions on activity

  • 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

Household (model)

Internal name:households.Household
Implemented by:Household

Views on Household

  • Households (Households) (Menu Contacts ‣ Households)
  • Households (HouseholdsByType)

Fields in Household

  • Address line before street (addr1, CharField) – Address line before street
  • Street prefix (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Street (street, CharField) – Name of street. Without house number.
  • No. (street_no, CharField) – House number
  • Box (street_box, CharField) – Text to print after steet_no on the same line
  • Address line after street (addr2, CharField) – Address line to print below street line
  • Sprache (language, LanguageField) – Die Sprache, in der Dokumente ausgestellt werden sollen.
  • obsolete (is_obsolete, BooleanField) – Altfälle sind Partner, deren Stammdaten nicht mehr gepflegt werden und für neue Operationen nicht benutzt werden können.
  • ... and ID (id, AutoField), Bearbeitet (modified, DateTimeField), Erstellt (created, DateTimeField), Land (country, ForeignKey to Land), Plaats (city, ForeignKey to Plaats), Region (region, ForeignKey to Plaats), Postcode (zip_code, CharField), Name (name, CharField), E-Mail (email, EmailField), URL (url, URLField), Phone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarks (remarks, TextField), activity (activity, ForeignKey to activity), Bank account 1 (bank_account1, CharField), Bank account 2 (bank_account2, CharField), Partner (partner_ptr, OneToOneField to Partner), prefix (prefix, CharField), Household Type (type, ForeignKey to Household Type)

Actions on Household

  • 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
  • Labels (print_labels, PrintLabelsAction) – Generate mailing labels for these recipients

Tables referring to Household

  • Is partner of these budgets: (BudgetsByPartner)
  • Printouts (AttestationsByCompany)
  • Member of (MembersByPerson)
  • Outbox (SentByPartner)
  • Jobs (JobsByProvider)
  • Events/Notes (NotesByCompany)
  • Accounts (AccountsByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Contact persons (RolesByCompany)
  • Course Offers (CourseOffersByProvider)
  • Printouts (AttestationsByPerson)
  • Art.60§7 contracts (ContractsByProvider)
  • Household Members (MembersByHousehold)
  • Contact for (RolesByPerson)
  • Presences (GuestsByPartner)
  • Appointments (AppointmentsByPartner)
  • Events/Notes (NotesByPerson)

Household Type (model)

Internal name:households.Type
Implemented by:Type

Views on Household Type

  • Household Types (Types) (Menu Konfigurierung ‣ Households ‣ Household Types)

Fields in Household Type

Actions on Household Type

  • 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

Tables referring to Household Type

  • Households (HouseholdsByType)