Manage a list of docx letter templates
Add a button in the tenant list that lets the user
-choose a letter
-unzips the doc
-replaces {{tenant_address}} or {{tenant_name}} by the relevant tenant attribute
-sends the generated docx to the user

The list of uploaded files can grow quite big. How could we organize them ? I think a system of gmail-like labels would be best

Hi I was just wondering, because in reality,

• A tenant can rent more than one property
• A property has a rent price (a rent revision in your code afaiu)

So should'nt rent_revisions be attached to properties?

Hi I find this app super nice and am thi king about using it for our non profit artist coworking space.

One question: Is there a possibility to set abovementioned, and also calculate the actual balance based on that?
I.e. if the montly rent is 100 , we are in the first month of the rental , like 4.4.2016, and one payment of 100 has been made. Then the balance should show 0 if the set "due date" is say 20.4.2016. From 20.4.2016, if there has not been another payment, the balance should show -100.

I hope i could convey what i meant ;-)

Install django, setup database of the sqlite backups.... Will use ansible !

Would help navigation in the Admin

Add an additional setting in the DockerFile to use duplicity to backup the db in the cloud

Hi, as mendtioned in the now closed PR #21, I think it is a good idea to enable the calculation of partial month rents.

In the case that we calculate the rent for a tenancy based on the begin/end of a tenancy (AND independently of the rentrevision dates), I think we need to introduce the parameters tenancy_begin_date, tenancy_end_date into the function revision_to_cashflows

Proposal:

def revision_to_cashflows(rev, end_date, tenancy_begin_date = date(2015, 6, 1), tenancy_end_date = date(2015, 12, 13)):
    """Converts a revision to a list of cashflows
    end_date -- the first month we do not want to take into account
    """
    end_date = rev.end_date or end_date
    if not end_date:
        end_date = next_month(date.today(),1)

    start_date = rev.start_date

    if not tenancy_end_date:
        tenancy_end_date = next_month(date.today(),1)

    delta_t = (tenancy_end_date - tenancy_begin_date).days 
    #list of dates from d1 to d2
    tenancy_date_list = [tenancy_begin_date + timedelta(days=x) for x in range(0, delta_t+1)]

    delta_r = (end_date - start_date).days 
    #list of dates from d1 to d2
    revision_date_list = [start_date + timedelta(days=x) for x in range(0, delta_r+1)]


    intersect_date_list = list(set(revision_date_list).intersection(set(tenancy_date_list)))


    result = []

    month_year_list = [(d.year, d.month) for d in intersect_date_list]

    #generate-list-of-tuples (year,month, days-in-month, full-month) from-list-of-dates

    year_month_ndays_full = [(k[0],k[1],v , True if  monthrange(k[0], k[1])[1] == v else False) for k,v in Counter(month_year_list).iteritems()]


    for d in year_month_ndays_full:

        date_info = date(d[0],d[1],1)
        #if full month
        if d[3] == True:
            result.append(Cashflow(date_info, - rev.rent, _('RENT ') ))
            if rev.provision != 0:
                result.append(Cashflow(date_info, -rev.provision, _('PROVISION ') ))

        #if partial month, divide by days of month rented
        else:
            daysinmonth = monthrange(date_info.year, date_info.month)[1]
            rented_days = d[2]

            result.append(Cashflow(date_info, -(rev.rent/daysinmonth*rented_days),\
             ungettext("RENT for %(day)s day in partial month",\
                "RENT for %(day)s days in in partial month", rented_days) % {'day': str(rented_days)}))
            if rev.provision != 0:
                result.append(Cashflow(date_info, -(rev.provision/daysinmonth*rented_days), \
                    ungettext("PROVISION for %(day)s day in partial month",\
                        "PROVISION for %(day)s days in in partial month", rented_days) % {'day': str(rented_days)}))
    return result

Of course the TenantBalanceTests will have to be widely adapted then.

Happy to learn about a simpler approach ;-)

Parse the bank statement, try to match payments to tenants, redirect to a confirmation screen allowing manual overrides, save the import

A first step could be to sort tenants by [end_date, name]

dito
An example would be real nice

Allow folding of all cashflows for a year in tenants.html (using same js function as for folding all cashflows per tenant)

I think tis makes sense fpr a good UX, especially once there are severeal years of cashflows for a tenant

for the moment anyone can guess the file name and access it without being authenticated. We need to secure it using https://github.com/RacingTadpole/django-private-media

I propose using https://django-password-reset.readthedocs.org/en/latest/quickstart.html ?

@jb68 and @oadam

I was wondering if it is possible to add a print receipt function next to the cash payment received. This ensures the tenant receives a receipt upon making a cash payment.

use https://github.com/pyinstaller/pyinstaller/wiki/Recipe-Executable-From-Django

Would help, especially if there is a hyperlink

The value of 3.0 is working great for my sole customer but it is highly dependant on the tenant database.
A better alternative would be to have the user select the threshold via a range input at the top of the import screen. This setting should be persisted in the database

Hello @oadam,
We were looking to try this project out and noticed it hasn't been updated in some time. Could you advise as to the status?

Thanks.

Store :

• amount
• date received
• date given back
• amount given back

Add a "setup a reminder" button in the tenant list. The button could have a different colour:
-grey if no reminder is in place
-green if reminders have been setup but none has expired yet
-red if a reminder has expired and need to be actionned

I think the whole feature should be implemented in ajax

Use docker

I dont know how much work tis would be but I think it would be convenient to be able to manually copy payment process in the admin panel, to save work

This will help the user store all sorts of documents. We also need to store the google drive authorization key in the site configuration

Some letters are systematicaly associated with reminders. Automate that

For the moment it is inferred from the first rent revision but it was not a good idea. We should create a dedicated field.

Use heroku.
Since this is useless without a demo context this issue is blocked by #14

For exemple we want to store when a payment is taken from the account to pay for the electricity bill of a given property. We have the same requirement at the building level.

There should be a list, managed in the admin app, of cashflow categories. These categories should be either building-grained of property-grained, and should display in the import.

The process is thoroughly described in http://stackoverflow.com/a/25981899/436792

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