Contacts

The Partner model

Internal name:contacts.Partner
Implemented by:Partner

Toute personne physique ou morale est enregistrée dans Lino en tant que Partner.

Lino différencie les types de Partenaires suivants:

digraph foo {
  "Partner" -> "Client"
  "Partner" -> "Household"
  "Partner" -> "Person"
  "Person" -> "Client"
  "Partner" -> "Company"
  "Company" -> "Job Provider"
  "Company" -> "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), Erstellt (created, DateTimeField), Bearbeitet (modified, DateTimeField), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), Zip code (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)

Tables referring to Partner

  • Appointments (AppointmentsByPartner)
  • Outbox (SentByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Is partner of these budgets: (BudgetsByPartner)
  • Household Members (MembersByHousehold)
  • Presences (GuestsByPartner)

The 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.

The Person model

Internal name:contacts.Person
Implemented by:Person

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”.
  • ... and ID (id, AutoField), Erstellt (created, DateTimeField), Bearbeitet (modified, DateTimeField), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), Zip code (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), Title (title, CharField)

Tables referring to Person

  • Coaches (CoachingsByClient)
  • Course Requests (CourseRequestsByPerson)
  • Tx25 Requests (RetrieveTIGroupsRequestsByPerson)
  • Properties (PropsByPerson)
  • language knowledges (LanguageKnowledgesByPerson)
  • Studies & education (StudiesByPerson) – List of studies for a given person.
  • Events/Notes (NotesByPerson)
  • Events/Notes (NotesByProject)
  • ConfiguredPropsByPerson (ConfiguredPropsByPerson)
  • IdentifyPerson Requests (IdentifyRequestsByPerson)
  • Available Coaches (AvailableCoachesByClient)
  • ISIPs (ContractsByPerson)
  • exclusions (ExclusionsByClient)
  • Outbox (MailsByProject)
  • Skills (SkillsByPerson)
  • Dispenses (DispensesByClient)
  • Contact for (RolesByPerson)
  • Events (EventsByProject)
  • Job Experiences (ExperiencesByPerson)
  • Member of (MembersByPerson)
  • Obstacles (ObstaclesByPerson)
  • Art.60§7 contracts (ContractsByPerson)
  • Soft skills (SoftSkillsByPerson)
  • Job Candidatures (CandidaturesByPerson)
  • Coachings (CoachingsByClient)
  • Tasks (TasksByProject)
  • ManageAccess Requests (ManageAccessRequestsByPerson)
  • Contacts (ContactsByClient)

The Company model

Internal name:contacts.Company
Implemented by:Company

Views on Company

  • Companies (Companies) (Menu Contacts ‣ Companies)

  • 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 Company

  • 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), Erstellt (created, DateTimeField), Bearbeitet (modified, DateTimeField), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), Zip code (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), VAT id (vat_id, CharField), Company type (type, ForeignKey to company type), Client Contact type (client_contact_type, ForeignKey to Client Contact type)

Actions on Company

  • Merge (merge_row, MergeAction) – Merge this object into another object of same class.

Tables referring to Company

  • Contact persons (RolesByCompany)
  • Events/Notes (NotesByCompany)
  • Course Offers (CourseOffersByProvider)
  • Jobs (JobsByProvider)
  • Art.60§7 contracts (ContractsByProvider)

The Contact Person model

Internal name:contacts.Role
Implemented by:Role

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), Company (company, ForeignKey to Company)

The Function model

Internal name:contacts.RoleType
Implemented by:RoleType

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)

The company type model

Internal name:contacts.CompanyType
Implemented by:CompanyType

Views on company type

  • company types (CompanyTypes) (Menu Konfigurierung ‣ Contacts ‣ company types)

Fields in company type

The 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)

The 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), Erstellt (created, DateTimeField), Bearbeitet (modified, DateTimeField), Country (country, ForeignKey to Country), Place (city, ForeignKey to Place), Region (region, ForeignKey to Place), Zip code (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)

Tables referring to Household

  • Appointments (AppointmentsByPartner)
  • Outbox (SentByPartner)
  • Is actor in these budgets: (ActorsByPartner)
  • Is partner of these budgets: (BudgetsByPartner)
  • Household Members (MembersByHousehold)
  • Presences (GuestsByPartner)

The 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

Tables referring to Household Type

  • Households (HouseholdsByType)