contacts
: Managing contacts¶
The contacts
plugin adds functionality for managing your contacts. It
defines concepts like business partner, person
organization and contact person.
Business partners¶
- business partner¶
A legal or natural person for which you want to keep contact data like postal address, phone number, etc.
A business partner can act as the recipient of a sales invoice, as the sender of a purchase invoice, … A partner has at least a name and usually also an address.
Stored using the
Partner
database model. You can see the partners in your database via .- partner¶
Short for business partner.
A business partner is always either a (natural) person or an organization.
- person¶
A natural human person with a gender, first and last name.
Stored using the
Person
database model. You can see the persons in your database via .- organization¶
A corporation, company, organization, family or any other potential business partner that is not a person.
Stored using the
Company
database model. You can see the organizations in your database via .
Note how persons and organizations have similarities and differences. For example they all have an address and a phone number field. But persons have a e.g. Last name, First name and Sex fields while organizations have an Organization type field. See also The Human mixin.
The Partners table is what persons and organizations have in common. As you can see, this table contains both your persons and your organizations together in a same list. It is the union of both tables.
Why do we need such a union table of business partners? For example an invoice (one of the important documents used in accounting) must have a recipient, and that recipient can be a private person for some invoices and an organization for some other invoices. And (last but not least) in many accounting situations you are not interested whether it’s a person or an organizations, it is just some business partner who owes you money.
Lino applications can add additional types of business partners: households, employees, patients, beneficiaries, teachers, shareholders, …
Linking persons and organizations¶
A person can have a given role in a given organization and thus becomes a contact person.
A contact person is when a given person exercises a given function in a given organization. A contact function is what a given person can exercise in a given organization.
- contact person¶
The fact that a given person exercises a given function within a given organization.
The Contact persons panel of an organization’s detail window shows the contact persons of this organization. The Is contact for panel of a person’s detail window shows the organizations where this person exercises a function.
Contact person entries are stored using the
Role
database model.- contact function¶
A function that a person can exercise in an organization. Represented by
RoleType
.- signer function¶
A contact function that has
can_sign
set to True.A contact person exercising a signer function is allowed to sign business documents. See
Partner.get_signers()
.
Quickly finding a partner¶
In a partners table you can quick-search for the primary phone number.
A special type of quick search is when the search string starts with “#”. In that case you get the partner with that primary key.
This behaviour is the same for all subclasses of Partner, e.g. for persons and for organizations.
Civil state¶
value |
name |
en |
de |
fr |
10 |
single |
Single |
Ledig |
célibataire |
20 |
married |
Married |
Verheiratet |
marié |
30 |
widowed |
Widowed |
Verwitwet |
veuf/veuve |
40 |
divorced |
Divorced |
Geschieden |
divorcé |
50 |
separated |
Separated |
Getrennt von Tisch und Bett |
Séparé de corps et de biens |
51 |
separated_de_facto |
De facto separated |
Faktisch getrennt |
Séparé de fait |
60 |
cohabitating |
Cohabitating |
Zusammenwohnend |
Cohabitant |
- class lino_xl.lib.contacts.CivilStates¶
The global list of civil states that a person can have. The field pointing to this list is usually named
civil_state
.Usage examples are
lino_welfare.modlib.pcsw.models.Client>
andlino_tera.lib.tera.Client>
andlino_avanti.lib.avanti.Client>
.The four official civil states according to Belgian law are:
- single¶
célibataire : vous n’avez pas de partenaire auquel vous êtes officiellement lié
- married¶
marié(e) : vous êtes légalement marié
- widowed¶
veuf (veuve) / Verwitwet : vous êtes légalement marié mais votre partenaire est décédé
- divorced¶
divorcé(e) (Geschieden) : votre mariage a été juridiquement dissolu
Some institutions define additional civil states for people who are officially still married but at different degrees of separation:
- de_facto_separated¶
De facto separated (Séparé de fait, faktisch getrennt)
Des conjoints sont séparés de fait lorsqu’ils ne respectent plus le devoir de cohabitation. Leur mariage n’est cependant pas dissous.
La notion de séparation de fait n’est pas définie par la loi. Toutefois, le droit en tient compte dans différents domaines, par exemple en matière fiscale ou en matière de sécurité sociale (assurance maladie invalidité, allocations familiales, chômage, pension, accidents du travail, maladies professionnelles).
- separated¶
Legally separated, aka “Separated as to property” (Séparé de corps et de biens, Getrennt von Tisch und Bett)
La séparation de corps et de biens est une procédure judiciaire qui, sans dissoudre le mariage, réduit les droits et devoirs réciproques des conjoints. Le devoir de cohabitation est supprimé. Les biens sont séparés. Les impôts sont perçus de la même manière que dans le cas d’un divorce. Cette procédure est devenue très rare.
Another unofficial civil state (but relevant in certain situations) is:
- cohabitating¶
Cohabitating (cohabitant, zusammenlebend)
Vous habitez avec votre partenaire et c’est reconnu légalement.
Sources for above: belgium.be, gouv.qc.ca, wikipedia.org
Setting the site operator¶
Check whether you want Lino to know who is the site operator. For example when you issue a sales invoice, Lino will use this to print your address and contact data on the invoice. See How to specify the site operator.