Copropiedad Integral - Residents data update.

in #utopian-io6 years ago (edited)

Repository
Copropiedad Integral repository

A condo is a type of real estate divided into several units that are each separately owned, surrounded by common areas jointly owned.

Copropiedad Integral has been created to provide condos (condominiums, horizontal property, co-properties) managers with the necessary tools to manage administration and communication with co-owners and leaseholders in a simple and safe way. Development version is available here

new features

Residents data update.

I'm working in the data update module. Previously I have implemented the owners data update functionality, and the leaseholders data update functionality.

Units owners can be the unit resident, or the unit can be leased to other person. This person is a leaseholder. For each type of user there is a way to update their data, and this data is just related to the legal information, that is, about the owners of the unit or about the people who have a lease. But this information is not directly related to the unit residents, and to the unit information topics such visitors, pets, domestic workers... etc.

In a previously development update, I added the functionality that allows condo administrator to check if the unit owner is residing in the unit. If the unit owner is residing in the unit, the administrator is not able to add leaseholders. This allows us to determinate to which user must us send the residents update data notification. If the owner is the unit resident, the notification must be sent to him, else, if the unit has a registered leaseholder, the notification must be sent to the leaseholder.

ezgif.com-video-to-gif.gif


So, in the Data update module, now there is available a new tab called Residents. In this tab we can find the list of registered units, and, a checkbox to decide if ask the residents for data update. If the residents don't have a registered email address, the notification can't be sent, an a message will we displayed saying that there is not an email address available. If the unit doesn't have residents, the checkbox will not be available neither.


Screen Shot 2018-08-10 at 10.52.58 AM.png

residents must not be registered in the platform. resident instances are created by the condominium administrators in the Unit detail section.

The sent email will contain an encrypted link in which residents can update the unit information. This link is only available when administrators request residents data update and it can't be used more than one time. If the administrator request for a new data update, the link will be totally different. This functionality works in a very similar way to the owners data update and the leaseholders data update.


Email content:

Screen Shot 2018-08-10 at 11.07.29 AM.png

By clicking the Request data update link, an email is sent to the selected units residents. The email contains a link to access the residents update form. Residents don't have and account in the application, and for this reason, the link is available for non authenticated users. There are some security measures
to protect this link. (As the same way that for leaseholders data update and owners data update). The link becomes disabled if the form is totally submitted, and the link will be disabled 30 days after of the data update request from the administrator.


By clicking the link in the receive email, the following form will be displayed:


Screen Shot 2018-08-10 at 11.19.24 AM.png

As you can see, this form includes the Residents data update formset, and the Authorized visitors data update formset. This form must include to the formset to update information about pets, vehicles, parking lots and domestic workers, but these will be added in a next development update.

Users can submit each form separately, so, if they submit the residents update formset, the visitors formset will be still available. The link becomes disabled when all formsets are submitted.

Formets have been developed using the django-formset-js library, so, there are animations included. If the users check the Delete checkbox, the form will be removed from the formset, and if users click the Add resident or the Add authorized visitor buttons, a new form to create a new instance will be displayed into the formset.

By submitting the residents formset, the form will look like this:


Screen Shot 2018-08-10 at 11.32.14 AM.png

As you can see, the residents formset is disabled, but the authorized visitors formset is available. Once the authorized visitors formset is submitted, the link will not be longer available.


GitHub Account

https://github.com/aaquirogal
PR-46
PR-47

Roadmap

With the help of the company http://www.servisolucionesph.com/, we have designed a group of basic functionalities to implement in next days:

  1. parking information.
  2. pet information management.
  3. Vehicles information management.
  4. Domestic worker information management.
  5. Authorized visitors information management.
  6. Owner and leaseholders data update.
  7. Providers database.
  8. Online voting.
  9. Poll module.
  10. massive email.
  11. Residents administration.
  12. Condo roles.
  13. Residents data update.
  14. Accounting module.

These activities has been added to our public trello board.

How to contribute?

Copropiedad Integral has been developed using the Django framework. You can fork the project, and run it locally is very easy. Follow the steps described in the open source repository installation guide. The project has been configured using Docker. you only need to install Docker and follow these steps.

If you want to contribute, please join my Discord


Have happy days ✌


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