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  1. InvoicePlane
  2. IP-319

Users should have own settings.



    • Type: New Feature
    • Status: Open (View Workflow)
    • Priority: Major
    • Resolution: Unresolved
    • Affects Version/s: v1.4.3
    • Fix Version/s: None
    • Component/s: Clients / Users, Templates
    • Labels:


      I have two businesses: I'm a doctor, and I'm a software developer. Thus, I need two templates in the first case to create invoices: one for the doctor's work (working at other doctors, hospitals), and one for the software work, billing clients. For the first I don't have to pay VAt, for the latter I have. I have a logo for the software template, and no logo for the doctor's.

      Now this is not really possible with InvoicePlane: e.g. the invoice logo is system-wide, and not invoice type-specific.
      I think there is a major problem with the model, if you have more than one businesses.

      So there are more than one solutions for this. One would be to
      1. create a model "mandator" (German "Mandant") or "ID" or similar. This should be the "company" you are representing (doctor, company A, company B). It's NOT the client from whom you get money.
      2. Make some settings "company" specific, at least the following:

      • Company logo
      • Invoice Overview Period
      • All Invoices settings (default invoice template!!)
      • All Quote settings (default quote template!!)
      • Taxes settings
        , maybe others (Email, etc).

      This would include many changes on the InvoicePlane code, and doesn't make much sense on v1 IMHO. What I would propose is a much better way: Make separate users do separate "companies". This is, to some extent, possible with the current solution, but not ideal.
      e.g. the default templates and the logo are not user specific.

      This has the drawback that EACH user IS a separate company, which maybe is not what is intended: You can't have ONE company then with two users then.

      So the best solution would be IMHO to create the "company" model and reference it as foreign key in some of the settings.

      Please write what you think of that - and how I possibly could help here. I really need this feature, as I am in exact that situation to have 2 different "places" to work - and InvoicePlane doesn't fit here.

        Gliffy Diagrams





                • Assignee:
                  nerdoc Christian González (Inactive)
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                  • Created:

                    Structure Helper Panel