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assets : Partner assets

This is the developer reference about the lino_xl.lib.assets plugin, which adds functionality for managing partner assets.

This page contains code snippets (lines starting with >>>), which are being tested during our development workflow. The following snippet initializes the demo project used throughout this page.

>>> from lino_book.projects.cosi3.startup import *
>>> ses = rt.login('robin')

Partner assets

partner asset

A reference name that’s important for a given business partner so that they ask me to mention it when sending them invoices.

The partner asset model is used as lino_xl.lib.invoicing.order_model in lino_book.projects.cosi3.

Configuration options

In Lino Così you can activate this plugin by setting the lino_cosi.lib.cosi.settings.Site.with_assets option. In other applications you add it to your get_installed_plugins() method.

>>> settings.SITE.with_assets
True

In cosi3 we also customize the verbose name of the partner asset. The end users of this site don’t think about “Partner assets” but about “License plates”.

>>> dd.plugins.assets.asset_name
'License plate'
>>> dd.plugins.assets.asset_name_plural
'License plates'
>>> dd.plugins.assets.asset_name_short
'Plate'

Usage

When this plugin is installed, the lino_xl.lib.trading.InvoiceItem.asset field is no longer a dummy field but a learning combo. You can specify the partner asset for every line of an invoice.

As a site manager you can see all partner assets by selecting Explorer ‣ Partner assets ‣ License plates.

>>> show_menu_path(assets.PartnerAssets)
Explorer --> Partner assets --> License plates
>>> rt.show(assets.PartnerAssets)
===================== ========
 Partner               Plate
--------------------- --------
 Bestbank              ABC123
 Rumma & Ko OÜ         ABC456
 Bäckerei Ausdemwald   DEF123
 Bäckerei Mießen       DEF789
===================== ========