Copropiedad Integral - Leaseholders data update

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

Leaseholders data update.

Now condominium administrators can request for data update to the registered leaseholders. In the same way that the owners data request is made, there is a tab in which the registered units are listed, and the administrator can select the units to send an email to ask registered leaseholders with an email address available for update their contact data.

In the "Data Update" section, is available the Leaseholder tab. In this tab we will find the full list of registered units.

Units can have registered leaseholders, but is posible that them don't have an registered email address. In this case, is not posible to request data update (This is the case with the block 1 - unit 101 row).

Units that have leaseholders with a registered email address, are available to request data update (This is the case with the block 1 - unit 102 row).

It is possible that there are units without registered leaseholders. In this case, is not posible to request data update (This is the case with the block 1 - unit 103 row).

Condo administrators can select to which units send a leaseholders data update request, by checking and unchecking the checkbox field.

Leaseholders must not be registered in the platform. leaseholder instances are created by the condominium administrators in the Unit form or in the unit update form.

The sent email will contain a link in which leaseholders can update their data. This link is only available when administrators request data update, and becomes disabled once the leaseholders have updated their data, or 30 days after of the creation of the data update request.

By clicking the "Request data update message", users will see the following message:

When the leaseholder data update request has been sent, the following message will be displayed in the requested units (Block 1 - Unit 102 row):

Condo administrator will be able to send a new data update request only, when the leaseholder submits the form, or 30 days after the last request creation.

This is the email that leaseholder receive:

The email contains a link to open the leaseholders update form. Leaseholders don't have and account in the application, and for this reason, the link is available for non authenticated users. To avoid security problems, there are two ways to protect this link.

The first one, consists in disabling the link once the form has been submitted.

The second one, is to encrypt the link with a secret random key created each time that a data update request is sent.

In this way, the same link can't be used more than one time to submit the data update form. It is working in the same way that the owners update form works. In the same way that I implemented the Encrypt url for owners data update, presented in this development update, is the leaseholders data update link protected. And in the same way that Owners data update links expire 30 days after the request creation, the Leaseholders data update links expire 30 days after their creation. This required some little changes in the Huey periodic task created in the last update development. You can find the code of this task here.

Detailed code changes can be found in this commits: da2f83, d0d04, 52e81.

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With the implementation of the Leaseholders data update, was necessary to implement a pending task in the unit form. The case in which the units owners are residents of the units (Maybe the most common case). And, in this case, it should not be possible to add leaseholders. If unit owners are checked like residents, the Leaseholders data update request can't be sent.

To control this, A new check box has been added to the owners formset in the unit form. If at least one owner is checked as resident, the leaseholders formset will not be available. (commits c34c2, d130d, e1450, de3ed, 4f3e8).

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GitHub Account

https://github.com/aaquirogal
PR-45

Roadmap

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

with the objective of prioritizing the most important tasks in this project, roadmap has been updated, to start more quickly implementing the accounting module. So, to finish the administration module, only five tasks have been selected as priority: Providers database, massive email sending from administrators, online voting, polls module and residents data update.

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. (Working on it)
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

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Have happy days ✌

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