Copropiedad Integral - Condominium accountant model.

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

This weekend I worked in the second module of the application, the accounting module. The most important tasks in the administration module have been implemented, and with some pending tasks in the administration modules yet, I want to start shaping the accounting module. In Colombia, the condos must keep its accounting as it is handled in micro-enterprises, so I'm following the local rules and variables to implement it.

Only condo administrators and users with accountant membership (Roles module previously implemented here) can create a new accounting model for a condominium. Base in the information entered to create the accounting model, the condominium the condominium accounts will be managed from now on. In this development update. I have created the functionalities that allow to create this accounting model.

Now, when users navigate trough the pages implemented in the administration module, they can see available the new tab "Accounting" in the superior menu (next to the administration tab.)


Screen Shot 2018-08-12 at 8.42.56 PM.png

By clicking the "Accounting" tab, users will be redirected to a form to create the new accounting model for the current condominium. This form looks like this:


Screen Shot 2018-08-12 at 8.46.53 PM.png

This form will be displayed only if the accounting model has not been created. Once the accounting model is created, the users will be redirected to the accountant dashboard.

The "Initial period" field represents the date from which the accounting will begin.

The "Applies withholding tax on income tax" checkbox, is to indicate if the condominium must pay income taxes. If this field is checked, two extra fields will be available; "Applies withholding tax on income tax" and "rate":


Screen Shot 2018-08-12 at 9.01.40 PM.png

If the condominium must pay income taxes, and the condo is billing large amounts of money, they can be withholding tax on income tax. This is the purpose of this checkbox. The rate represents the percentage over the total that is charged in taxes, in Colombia, official rate values are 0.3, 0.4, 0.6, 1.5, 1.6.

Rate field choices.

Screen Shot 2018-08-12 at 9.10.01 PM.png


DIAN(Dirección de Impuestos y Aduanas Nacionales - Directorate of Taxes and National Customs) is the Colombian entity in charge of guaranteeing compliance with tax, customs and exchange obligations. In other words, it is to whom we all have to give an account in Colombia. This entity assign a unique code to the Colombian companies (Condos are companies) at the national and local level. This codes should be entered in the "Nit DIAN" and "Nit local DIAN" respectively.

I've been leaving the "Economic activity" field for the end because it required a special job. This attribute is a foreign key from to Accounting model to the EconomicActivity model (You can see it next to this paragraph). In Colombia, companies are classified according to the activity they perform, and they have assigned a code that represents this activity.


Each activity has a code, a name and a rate, that represents the tax values that companies in this activity must pay.
In Colombia there are 495 different economic activities, and users must be able to select one of them in this form. So, to have available all these activities in the platform, I have created a python script that allows read an .xls file using the xlrd python package.

This functionality is available only for users with superuser permission. Super users can find a link to access it in the navbar dropdown.


Screen Shot 2018-08-12 at 9.34.13 PM.png

By clicking the Economic Activities link, users will be redirected to the following page:


Screen Shot 2018-08-12 at 9.35.19 PM.png

The excel file must not contain headers. Just the code, name and rate of the activities starting at the first row and at the first column of the first document sheet. Excel file must look like this:


Screen Shot 2018-08-12 at 9.38.34 PM.png

Users can upload the file as many times as they want, codes will not be duplicated, only new codes will be used to create a new instance of the economic activity model. Reading an excel file with xlrd is really easy. Detailed code to read this file can be found here.

So, once the economic activities have been created, and returning to the Accounting model form, the user will be able to select one economic activity from this select field:


Screen Shot 2018-08-12 at 9.42.52 PM.png

Once the accounting model is created, the user is redirected the accounting dashboard. The accounting model form will not be available again. When users click the "Accounting" tab in the superior menu, users will be redirected to the accounting dashboard too.

Next days I will be trying to understand how the other functionalities to be implemented work. Honestly, these topics about accounting are hard for me, I need a lot of explanations and a lot of reading to understand. Fortunately I receive advice from an accountant of the company Servisolucionesph, who also tests the new functionalities implemented.


GitHub Account

https://github.com/aaquirogal
PR-48

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 (Working on it).

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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