Contacts

Partenaire (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 Partenaire can also be a Personne or a Organisation (or both).

Lino differentiates the following subclasses of Partner:

digraph foo {
  "Partenaire" -> "Client"
  "Partenaire" -> "Ménage"
  "Partenaire" -> "Personne"
  "Personne" -> "Client"
  "Partenaire" -> "Organisation"
  "Organisation" -> "Employant"
  "Organisation" -> "Organisateur de cours"
  "Partenaire" -> "Employant"
  "Partenaire" -> "Organisateur de cours"   
}

Views on Partenaire

  • Partenaires (Partners) (Menu Contacts ‣ Partenaires (tous))
  • Partenaires (PartnersByCity)
  • Partenaires (PartnersByCountry)

Fields in Partenaire

  • Ligne avant le nom de rue (addr1, CharField) – Address line before street
  • Préfixe rue (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Rue (street, CharField) – Name of street. Without house number.
  • N° (street_no, CharField) – House number
  • boîte (street_box, CharField) – Text to print after steet_no on the same line
  • Ligne après le nom de rue (addr2, CharField) – Address line to print below street line
  • Langue (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), Modified (modified, DateTimeField), Created (created, DateTimeField), Pays (country, ForeignKey to Pays), Endroit (city, ForeignKey to Endroit), Region (region, ForeignKey to Endroit), Zip code (zip_code, CharField), Name (name, CharField), E-mail (email, EmailField), URL (url, URLField), Téléphone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarques (remarks, TextField), Activité (activity, ForeignKey to Activité), Compte en banque 1 (bank_account1, CharField), Compte en banque 2 (bank_account2, CharField)

Actions on Partenaire

  • 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 Partenaire

  • Is partner of these budgets: (BudgetsByPartner)
  • Printouts (AttestationsByCompany)
  • Membre de (MembersByPerson)
  • Courrier sortant (SentByPartner)
  • Emplois (JobsByProvider)
  • Events/Notes (NotesByCompany)
  • Comptes (AccountsByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Personnes de contact (RolesByCompany)
  • Offres de cours (CourseOffersByProvider)
  • Printouts (AttestationsByPerson)
  • Art.60§7 contracts (ContractsByProvider)
  • Membres de ménage (MembersByHousehold)
  • contact pour (RolesByPerson)
  • Presences (GuestsByPartner)
  • Appointments (AppointmentsByPartner)
  • Events/Notes (NotesByPerson)

Personne (model)

Internal name:contacts.Person
Implemented by:Person

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

Views on Personne

  • Personnes (Persons) (Menu Contacts ‣ Personnes)

Fields in Personne

  • Ligne avant le nom de rue (addr1, CharField) – Address line before street
  • Préfixe rue (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Rue (street, CharField) – Name of street. Without house number.
  • N° (street_no, CharField) – House number
  • boîte (street_box, CharField) – Text to print after steet_no on the same line
  • Ligne après le nom de rue (addr2, CharField) – Address line to print below street line
  • Langue (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.
  • date de naissance (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”.
  • Allocution (title, CharField) – Text to print before first_name as part of the first address line.
  • ... and ID (id, AutoField), Modified (modified, DateTimeField), Created (created, DateTimeField), Pays (country, ForeignKey to Pays), Endroit (city, ForeignKey to Endroit), Region (region, ForeignKey to Endroit), Zip code (zip_code, CharField), Name (name, CharField), E-mail (email, EmailField), URL (url, URLField), Téléphone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarques (remarks, TextField), Activité (activity, ForeignKey to Activité), Compte en banque 1 (bank_account1, CharField), Compte en banque 2 (bank_account2, CharField), Partenaire (partner_ptr, OneToOneField to Partenaire), Prénom (first_name, CharField), Nom de famille (last_name, CharField), Sexe (gender, ChoiceListField to Genders)

Actions on Personne

  • 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 Personne

  • Is partner of these budgets: (BudgetsByPartner)
  • Printouts (AttestationsByCompany)
  • Membre de (MembersByPerson)
  • Courrier sortant (SentByPartner)
  • Emplois (JobsByProvider)
  • Events/Notes (NotesByCompany)
  • Comptes (AccountsByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Personnes de contact (RolesByCompany)
  • Offres de cours (CourseOffersByProvider)
  • Printouts (AttestationsByPerson)
  • Art.60§7 contracts (ContractsByProvider)
  • Membres de ménage (MembersByHousehold)
  • contact pour (RolesByPerson)
  • Presences (GuestsByPartner)
  • Appointments (AppointmentsByPartner)
  • Events/Notes (NotesByPerson)

Organisation (model)

Internal name:contacts.Company
Implemented by:Company

A Company is a Partenaire 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

  • Ligne avant le nom de rue (addr1, CharField) – Address line before street
  • Préfixe rue (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Rue (street, CharField) – Name of street. Without house number.
  • N° (street_no, CharField) – House number
  • boîte (street_box, CharField) – Text to print after steet_no on the same line
  • Ligne après le nom de rue (addr2, CharField) – Address line to print below street line
  • Langue (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), Modified (modified, DateTimeField), Created (created, DateTimeField), Pays (country, ForeignKey to Pays), Endroit (city, ForeignKey to Endroit), Region (region, ForeignKey to Endroit), Zip code (zip_code, CharField), Name (name, CharField), E-mail (email, EmailField), URL (url, URLField), Téléphone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarques (remarks, TextField), Activité (activity, ForeignKey to Activité), Compte en banque 1 (bank_account1, CharField), Compte en banque 2 (bank_account2, CharField), Partenaire (partner_ptr, OneToOneField to Partenaire), prefix (prefix, CharField), Type de société (type, ForeignKey to Organization Type), Type de contact client (client_contact_type, ForeignKey to Type de contact client), N° de TVA (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)
  • Membre de (MembersByPerson)
  • Courrier sortant (SentByPartner)
  • Emplois (JobsByProvider)
  • Events/Notes (NotesByCompany)
  • Comptes (AccountsByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Personnes de contact (RolesByCompany)
  • Offres de cours (CourseOffersByProvider)
  • Printouts (AttestationsByPerson)
  • Art.60§7 contracts (ContractsByProvider)
  • Membres de ménage (MembersByHousehold)
  • contact pour (RolesByPerson)
  • Presences (GuestsByPartner)
  • Appointments (AppointmentsByPartner)
  • Events/Notes (NotesByPerson)

Personne de contact (model)

Internal name:contacts.Role
Implemented by:Role

A Role is when a given Personne plays a given Fonction in a given Organisation.

Views on Personne de contact

  • Personnes de contact (Roles) (Menu Explorateur ‣ Contacts ‣ Personnes de contact)
  • Personnes de contact (RolesByCompany)
  • contact pour (RolesByPerson)

Fields in Personne de contact

  • ID (id, AutoField), Rôle (type, ForeignKey to Fonction), Personne (person, ForeignKey to Personne), Organisation (company, ForeignKey to Organisation)

Actions on Personne de contact

  • 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

Fonction (model)

Internal name:contacts.RoleType
Implemented by:RoleType

A Fonction is “what a given Personne can be for a given Organisation”.

The default database comes with the following list of Fonctions:

ID Description Description (fr) Description (de) utilisable dans contrats
1 Manager Gérant Geschäftsführer Oui
2 Director Directeur Direktor Oui
3 Secretary Secrétaire Sekretär Oui
4 IT Manager Gérant informatique EDV-Manager Non
5 President Président Präsident Oui
0       4

Views on Fonction

  • Fonctions (RoleTypes) (Menu Configuration ‣ Contacts ‣ Fonctions)

Fields in Fonction

  • utilisable dans contrats (use_in_contracts, BooleanField) – Whether Links of this type can be used as contact person of a job contract.
  • ... and ID (id, AutoField), Description (name, BabelCharField)

Actions on Fonction

  • 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:

Description Description (fr) Description (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 Configuration ‣ 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.

Activité (model)

Internal name:pcsw.Activity
Implemented by:Activity

Views on Activité

  • Activités (Activities) (Menu Configuration ‣ CPAS ‣ Activités) – Liste des “activités” ou “codes profession”.

Fields in Activité

  • ID (id, AutoField), name (name, CharField), Apparaît dans la liste 104 (lst104, BooleanField)

Actions on Activité

  • 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

Ménage (model)

Internal name:households.Household
Implemented by:Household

Views on Ménage

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

Fields in Ménage

  • Ligne avant le nom de rue (addr1, CharField) – Address line before street
  • Préfixe rue (street_prefix, CharField) – Text to print before name of street, but to ignore for sorting.
  • Rue (street, CharField) – Name of street. Without house number.
  • N° (street_no, CharField) – House number
  • boîte (street_box, CharField) – Text to print after steet_no on the same line
  • Ligne après le nom de rue (addr2, CharField) – Address line to print below street line
  • Langue (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), Modified (modified, DateTimeField), Created (created, DateTimeField), Pays (country, ForeignKey to Pays), Endroit (city, ForeignKey to Endroit), Region (region, ForeignKey to Endroit), Zip code (zip_code, CharField), Name (name, CharField), E-mail (email, EmailField), URL (url, URLField), Téléphone (phone, CharField), GSM (gsm, CharField), Fax (fax, CharField), Remarques (remarks, TextField), Activité (activity, ForeignKey to Activité), Compte en banque 1 (bank_account1, CharField), Compte en banque 2 (bank_account2, CharField), Partenaire (partner_ptr, OneToOneField to Partenaire), prefix (prefix, CharField), Type de ménage (type, ForeignKey to Type de ménage)

Actions on Ménage

  • 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 Ménage

  • Is partner of these budgets: (BudgetsByPartner)
  • Printouts (AttestationsByCompany)
  • Membre de (MembersByPerson)
  • Courrier sortant (SentByPartner)
  • Emplois (JobsByProvider)
  • Events/Notes (NotesByCompany)
  • Comptes (AccountsByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Personnes de contact (RolesByCompany)
  • Offres de cours (CourseOffersByProvider)
  • Printouts (AttestationsByPerson)
  • Art.60§7 contracts (ContractsByProvider)
  • Membres de ménage (MembersByHousehold)
  • contact pour (RolesByPerson)
  • Presences (GuestsByPartner)
  • Appointments (AppointmentsByPartner)
  • Events/Notes (NotesByPerson)

Type de ménage (model)

Internal name:households.Type
Implemented by:Type

Views on Type de ménage

  • Types de ménage (Types) (Menu Configuration ‣ Ménages ‣ Types de ménage)

Fields in Type de ménage

Actions on Type de ménage

  • 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 Type de ménage

  • Ménages (HouseholdsByType)