Partner list – system description
Tables and filters of the partner list, content scope, rights of the row buttons, status and how permanent deletion works.
The partner master list shows customers, suppliers and client companies. Finalised module; row actions link to the invoice list and the account statement.
Data model
Table names carry the installation's own prefix in the database.
| Table | Role |
|---|---|
company | partner (name, tax numbers, status, company group) |
company_address, address | addresses |
company_bankaccount, bankaccount | bank accounts |
company_group, company_group_description | company group |
nav | tax authority API data (on delete) |
Process
- List: without the right a warning HTML. Filters:
filter_company_group_id,filter_company_id,filter_company_name,filter_company_tax,filter_taxhu,filter_address,filter_bankaccount,filter_valid,filter_companyaddress_true/false,filter_data. - Scope: the company group/company filter follows the content right (
getCompanyGroupFilter); perpartnerScopeOpen()the company as customer-side master is not filtered, on the client side it is. - Status:
enable/disableon the selected companies or the one in GET. - Delete:
deleteCompany()–DELETEfromcompany,company_addressandnav.
Permissions
- Function rights:
list,edit(edit button),taxpayer(tax authority icon),status,delete,debug. Row links:finance/invoicelist(filter_supplier_id/filter_customer_id),finance/settlementlist. statusdeleteis classified BASE, but the controller does not check it and has no endpoint for it.
Known limitations
- Status change and deletion do not check the content scope.
- Deletion does not check references (invoice, contract etc.).