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cosi1 : A Lino Così for Belgium (DE)¶
Side note: Code snippets (lines starting with >>>) in this document get
tested as part of our development workflow. The following
initialization snippet tells you which demo project is being used in
this document.
>>> from lino import startup
>>> startup('lino_book.projects.cosi1.settings')
>>> from lino.api.doctest import *
>>> ses = rt.login('robin')
Overview¶
>>> print(analyzer.show_complexity_factors())
...
- 36 plugins
- 60 models
- 3 user types
- 204 views
- 18 dialog actions
>>> rt.show(accounting.JournalsOverview)
**72 Verkaufsrechnungen (SLS)**
**0 Gutschriften Verkauf (SLC)**
**105 Einkaufsrechnungen (PRC)**
**14 Zahlungsaufträge (PMO)**
**0 Kassenbuch (CSH)**
**14 Bestbank (BNK)**
**0 Diverse Buchungen (MSC)**
**1 Preliminary transactions (PRE)**
**0 Lohnscheine (SAL)**
**14 MwSt.-Erklärungen (VAT)**
>>> rt.show(invoicing.Tasks)
...
===== ============= ========================== ===================== =============== ========== =========== =======================
Nr. Autor Zieljournal Invoice generators Logging level Disabled Wann Status
----- ------------- -------------------------- --------------------- --------------- ---------- ----------- -----------------------
1 Rolf Rompen Verkaufsrechnungen (SLS) trading.InvoiceItem INFO Nein Jeden Tag Scheduled to run asap
===== ============= ========================== ===================== =============== ========== =========== =======================
Implementation details¶
>>> print(settings.SETTINGS_MODULE)
lino_book.projects.cosi1.settings
>>> print(' '.join([lng.name for lng in settings.SITE.languages]))
de fr en
The demo database contains 69 persons and 23 companies.
>>> contacts.Person.objects.count()
69
>>> contacts.Company.objects.count()
24
>>> contacts.Partner.objects.count()
93
>>> print(' '.join(settings.SITE.demo_fixtures))
std few_countries minimal_ledger furniture demo demo_bookings payments demo2 demo3 checkdata
Database structure¶
>>> from lino.utils.diag import analyzer
>>> print analyzer.show_database_structure()
...
Internal clearings¶
An internal clearing is when an employee acts as a temporary cashier by paying purchase invoices or taking money for sales invoices.
When a site has a non-empty worker_model, Lino adds a field worker to each payment term.
When an invoice is registered with a payment term having a worker, Lino will book two additional
movements: one which cleans the debit (credit) on the customer (provider) by
booking back the total amount, and a second to book the invoiced amount as a
debit or credit on the worker (using the main_account for TradeTypes.wages).
>>> rt.show(accounting.PaymentTerms, language="en", column_names="ref name_en months days worker")
==================== ======================================= ======== ========= =================
Reference Designation (en) Months Days Worker
-------------------- --------------------------------------- -------- --------- -----------------
07 Payment seven days after invoice date 0 7
10 Payment ten days after invoice date 0 10
30 Payment 30 days after invoice date 0 30
60 Payment 60 days after invoice date 0 60
90 Payment 90 days after invoice date 0 90
EOM Payment end of month 0 0
P30 Prepayment 30% 0 30
PIA Payment in advance 0 0
robin Cash Robin 0 0 Mr Robin Dubois
**Total (9 rows)** **0** **227**
==================== ======================================= ======== ========= =================
>>> dd.plugins.accounting.worker_model
<class 'lino_xl.lib.contacts.models.Person'>
And as we can see, our worker Robin owes us 9784,48 € because he took money for 7 sales invoices:
>>> robin = dd.plugins.accounting.worker_model.objects.get(first_name="Robin")
>>> rt.show(accounting.MovementsByPartner, master_instance=robin)
**7 offene Bewegungen (-8737.10 €)**
>>> rt.show(accounting.MovementsByPartner, master_instance=robin, nosummary=True)
========== ===================== ======================================================================================== ============== ======== ============= ===========
Valuta Beleg Beschreibung Debit Kredit Match Beglichen
---------- --------------------- ---------------------------------------------------------------------------------------- -------------- -------- ------------- -----------
08.03.15 `SLS 11/2015 <…>`__ `(4800) Internal clearings <…>`__ | `Radermacher Inge <…>`__ | `Dubois Robin <…>`__ 2 468,18 SLS 11/2015 Nein
07.01.15 `SLS 1/2015 <…>`__ `(4800) Internal clearings <…>`__ | `Radermacher Alfons <…>`__ | `Dubois Robin <…>`__ 38,62 SLS 1/2015 Nein
07.11.14 `SLS 49/2014 <…>`__ `(4800) Internal clearings <…>`__ | `Lazarus Line <…>`__ | `Dubois Robin <…>`__ 453,75 SLS 49/2014 Nein
10.09.14 `SLS 38/2014 <…>`__ `(4800) Internal clearings <…>`__ | `Ingels Irene <…>`__ | `Dubois Robin <…>`__ 726,00 SLS 38/2014 Nein
11.06.14 `SLS 29/2014 <…>`__ `(4800) Internal clearings <…>`__ | `Evertz Bernd <…>`__ | `Dubois Robin <…>`__ 2 782,77 SLS 29/2014 Nein
07.05.14 `SLS 19/2014 <…>`__ `(4800) Internal clearings <…>`__ | `Bastiaensen Laurent <…>`__ | `Dubois Robin <…>`__ 1 451,82 SLS 19/2014 Nein
10.02.14 `SLS 9/2014 <…>`__ `(4800) Internal clearings <…>`__ | `Hans Flott & Co <…>`__ | `Dubois Robin <…>`__ 815,96 SLS 9/2014 Nein
**Saldo 8737.10 (7 Bewegungen)** **8 737,10**
========== ===================== ======================================================================================== ============== ======== ============= ===========
Due invoices¶
This site shows a series of due sales invoices
(lino_xl.lib.trading.DueInvoices).
>>> rt.show(trading.DueInvoices, language="en")
...
===================== =========== ========= ===================== =============== ================ ================
Due date Reference No. Partner Total to pay Balance before Balance to pay
--------------------- ----------- --------- --------------------- --------------- ---------------- ----------------
10/02/2014 SLS 9 Hans Flott & Co 815,96
07/05/2014 SLS 19 Bastiaensen Laurent 1 451,82
11/06/2014 SLS 29 Evertz Bernd 2 782,77
10/09/2014 SLS 38 Ingels Irene 726,00
07/11/2014 SLS 49 Lazarus Line 453,75
07/01/2015 SLS 1 Radermacher Alfons 38,62
08/03/2015 SLS 11 Radermacher Inge 2 468,18
09/03/2015 SLS 12 Radermacher Jean 822,57 822,57
12/03/2015 SLS 5 Radermacher Edgard 3 387,78 3 387,78
17/03/2015 SLS 13 di Rupo Didier 338,80 338,80
21/03/2015 SLS 14 da Vinci David 647,35 647,35
22/03/2015 SLS 15 da Vinci David 1 314,03 647,35 1 314,03
06/04/2015 SLS 10 Radermacher Hedi 3 629,82 3 629,82
14/05/2015 SLS 8 Radermacher Guido 895,40 268,62
**Total (14 rows)** **233** **19 772,85** **647,35** **10 408,97**
===================== =========== ========= ===================== =============== ================ ================
>>> show_choicelists()
...
=========================== ======== ================= ===================================== ===================================== ============================
name #items preferred_width de fr en
--------------------------- -------- ----------------- ------------------------------------- ------------------------------------- ----------------------------
about.DateFormats 4 8 Date formats Date formats Date formats
about.TimeZones 1 4 Zeitzonen Zeitzonen Time zones
accounting.CommonAccounts 21 29 Gemeinkonten Comptes communs Common accounts
accounting.DC 2 6 Buchungsrichtungen Buchungsrichtungen Booking directions
accounting.JournalGroups 6 18 Journalgruppen Groupes de journaux Journal groups
accounting.TradeTypes 6 18 Handelsarten Types de commerce Trade types
accounting.VoucherStates 4 14 Belegzustände Belegzustände Voucher states
accounting.VoucherTypes 6 55 Belegarten Types de pièce Voucher types
bevat.DeclarationFields 29 4 Declaration fields Declaration fields Declaration fields
checkdata.Checkers 13 90 Datentests Tests de données Data checkers
contacts.CivilStates 7 27 Zivilstände Etats civils Civil states
contacts.PartnerEvents 1 18 Beobachtungskriterien Évènements observés Observed events
countries.PlaceTypes 23 16 None None None
excerpts.Shortcuts 0 4 Excerpt shortcuts Excerpt shortcuts Excerpt shortcuts
invoicing.Periodicities 4 15 Abonnementperiodizitäten Abonnementperiodizitäten Subscription periodicities
linod.LogLevels 5 8 Logging levels Logging levels Logging levels
linod.Procedures 2 19 Background procedures Background procedures Background procedures
periods.PeriodStates 2 14 Zustände États States
periods.PeriodTypes 4 9 Period types Period types Period types
phones.ContactDetailTypes 6 8 Kontaktangabenarten Kontaktangabenarten Contact detail types
printing.BuildMethods 6 20 None None None
products.BarcodeDrivers 2 4 Barcode drivers Barcode drivers Barcode drivers
products.DeliveryUnits 4 7 Liefereinheiten Unités de livraison Delivery units
products.PriceFactors 0 4 Price factors Price factors Price factors
products.ProductTypes 1 8 Product types Product types Product types
sheets.CommonItems 29 49 Allgemeine Jahresberichtspositionen Allgemeine Jahresberichtspositionen Common sheet items
sheets.SheetTypes 2 23 Jahresbericht-Arten Jahresbericht-Arten Sheet types
system.DashboardLayouts 1 17 None None None
system.DisplayColors 18 7 Display colors Display colors Display colors
system.DurationUnits 7 8 None None None
system.Genders 3 10 Geschlechter Sexes Genders
system.PeriodEvents 3 9 Beobachtungskriterien Évènements observés Observed events
system.Recurrences 11 20 Wiederholungen Récurrences Recurrences
system.Weekdays 7 10 None None None
system.YesNo 2 12 Ja oder Nein Oui ou non Yes or no
uploads.Shortcuts 0 4 Upload shortcuts Upload shortcuts Upload shortcuts
uploads.UploadAreas 1 7 Upload-Bereiche Domaines de téléchargement Upload areas
users.UserTypes 3 15 Benutzerarten Types d'utilisateur User types
vat.DeclarationFieldsBase 0 4 Declaration fields Declaration fields Declaration fields
vat.VatAreas 3 13 MWSt-Zonen Zones TVA VAT areas
vat.VatClasses 6 31 MwSt.-Klassen Classes TVA VAT classes
vat.VatColumns 10 34 MWSt-Kolonnen MWSt-Kolonnen VAT columns
vat.VatRegimes 11 24 MwSt.-Regimes MwSt.-Regimes VAT regimes
vat.VatRules 27 185 MwSt-Regeln MwSt-Regeln VAT rules
xl.Priorities 5 8 Prioritäten Priorités Priorities
=========================== ======== ================= ===================================== ===================================== ============================
Verify whether #3657 is fixed:
>>> print(rt.find_config_file("logo.jpg", "weasyprint"))
/.../lino_book/projects/cosi1/config/weasyprint/logo.jpg
Verify whether #3705 is fixed:
>>> for cd in settings.SITE.confdirs.config_dirs:
... print(cd.name)
/.../lino_book/projects/cosi1/config
/.../lino_xl/lib/sheets/config
...
/.../lino/modlib/jinja/config
/.../lino/config
List of all the actors, sorted alphabetically:
>>> from lino.core import actors
>>> print("\n".join(sorted([str(a) for a in actors.actors_list if not a.is_abstract()])))
...
about.About
about.DateFormats
about.TimeZones
accounting.Accounts
accounting.AllMovements
accounting.AllVouchers
accounting.CommonAccounts
accounting.Creditors
accounting.DC
accounting.Debtors
accounting.DebtsByAccount
accounting.DebtsByPartner
accounting.ExpectedMovements
accounting.GeneralAccountBalances
accounting.JournalGroups
accounting.Journals
accounting.JournalsOverview
accounting.LedgerInfoTable
accounting.MatchRules
accounting.MatchRulesByAccount
accounting.MatchRulesByJournal
accounting.Movements
accounting.MovementsByAccount
accounting.MovementsByMatch
accounting.MovementsByPartner
accounting.MovementsByVoucher
accounting.MyMovements
accounting.PartnerBalancesByTradeType
accounting.PartnerVouchers
accounting.PaymentTerms
accounting.TradeTypes
accounting.VoucherStates
accounting.VoucherTypes
bevat.DeclarationFields
bevat.Declarations
bevat.DeclarationsByJournal
checkdata.AllMessages
checkdata.Checkers
checkdata.Messages
checkdata.MessagesByChecker
checkdata.MessagesByOwner
checkdata.MyMessages
contacts.CivilStates
contacts.Companies
contacts.CompanyTypes
contacts.PartnerEvents
contacts.Partners
contacts.PartnersByCity
contacts.PartnersByCountry
contacts.Persons
contacts.RoleTypes
contacts.Roles
contacts.RolesByCompany
contacts.RolesByPerson
countries.Countries
countries.PlaceTypes
countries.Places
countries.PlacesByCountry
countries.PlacesByPlace
excerpts.AllExcerpts
excerpts.ExcerptTypes
excerpts.Excerpts
excerpts.ExcerptsByOwner
excerpts.ExcerptsByType
excerpts.MyExcerpts
excerpts.Shortcuts
finan.AllBankStatements
finan.AllJournalEntries
finan.AllPaymentOrders
finan.BankStatementItemTable
finan.BankStatements
finan.BankStatementsByJournal
finan.FinancialVouchers
finan.ItemsByBankStatement
finan.ItemsByJournalEntry
finan.ItemsByPaymentOrder
finan.JournalEntries
finan.JournalEntriesByJournal
finan.JournalEntryItemTable
finan.PaymentOrderItemTable
finan.PaymentOrders
finan.PaymentOrdersByJournal
finan.SuggestionsByBankStatement
finan.SuggestionsByBankStatementItem
finan.SuggestionsByJournalEntry
finan.SuggestionsByPaymentOrder
finan.SuggestionsByPaymentOrderItem
finan.SuggestionsByVoucher
finan.SuggestionsByVoucherItem
gfks.BrokenGFKs
gfks.BrokenGFKsByModel
gfks.ContentTypes
invoicing.AllPlans
invoicing.FollowUpRules
invoicing.Items
invoicing.ItemsByPlan
invoicing.MyPlan
invoicing.PartnersByInvoiceRecipient
invoicing.Periodicities
invoicing.Plans
invoicing.RulesByTask
invoicing.SalesRules
invoicing.Tariffs
invoicing.Tasks
linod.LogLevels
linod.Procedures
linod.SystemTasks
memo.Mentions
memo.MentionsByTarget
periods.PeriodStates
periods.PeriodTypes
periods.StoredPeriods
periods.StoredYears
phones.ContactDetailTypes
phones.ContactDetails
phones.ContactDetailsByPartner
printing.BuildMethods
products.BarcodeDrivers
products.Categories
products.DeliveryUnits
products.PriceFactors
products.PriceRules
products.ProductTypes
products.Products
products.ProductsByCategory
sepa.Accounts
sepa.AccountsByPartner
sheets.AccountEntries
sheets.AccountEntriesByReport
sheets.AnaAccountEntries
sheets.AnaAccountEntriesByReport
sheets.BalanceEntriesByReport
sheets.CommonItems
sheets.ItemEntries
sheets.Items
sheets.MovementsByItemEntry
sheets.PartnerEntries
sheets.PartnerEntriesByReport
sheets.Reports
sheets.ResultsEntriesByReport
sheets.SheetTypes
system.Dashboard
system.DashboardLayouts
system.DisplayColors
system.DurationUnits
system.Genders
system.PeriodEvents
system.Recurrences
system.SiteConfigs
system.Weekdays
system.YesNo
trading.DocumentsToSign
trading.DueInvoices
trading.InvoiceItems
trading.InvoiceItemsByGenerator
trading.InvoiceItemsByProduct
trading.Invoices
trading.InvoicesByJournal
trading.InvoicesByPartner
trading.ItemsByInvoice
trading.ItemsByInvoicePrint
trading.ItemsByInvoicePrintNoQtyColumn
trading.PaperTypes
trading.PrintableInvoicesByJournal
trading.SalesDocuments
uploads.AllUploads
uploads.AreaUploads
uploads.MyUploads
uploads.Shortcuts
uploads.UploadAreas
uploads.UploadTypes
uploads.Uploads
uploads.UploadsByController
uploads.UploadsByType
uploads.UploadsByVolume
uploads.Volumes
users.AllUsers
users.Authorities
users.AuthoritiesGiven
users.AuthoritiesTaken
users.Me
users.Sessions
users.UserRoles
users.UserTypes
users.UsersOverview
vat.DeclarationFieldsBase
vat.IntracomPurchases
vat.IntracomSales
vat.InvoiceItemTable
vat.Invoices
vat.InvoicesByJournal
vat.ItemsByInvoice
vat.MovementsByDeclaration
vat.MovementsByVoucher
vat.PrintableInvoicesByJournal
vat.PurchasesByDeclaration
vat.SalesByDeclaration
vat.VatAreas
vat.VatClasses
vat.VatColumns
vat.VatRegimes
vat.VatRules
vat.VouchersByPartner
xl.Priorities