HTKapp Logo

Loans module

The HtkDoli Borrowings module allows you to consult and manage your borrowings (loans) in direct interaction with your Dolibarr system. It offers you a global view of current loans, their repayment status, and the documents attached to them.

Interface and Features (List)

The main view displays a list of all your loans.

Consultation, Search and Filters

  • List of loans: Displays the saved loans.
  • Search: A search bar allows you to filter the list by reference (eg: Without ref) or by label.
  • Filters by status: You can display All loans, only Unpaid or only Salted.
  • Sorting options: It is possible to sort the list by start date (ascending or descending), by capital (ascending or descending), or by reference.
  • Refresh: You can refresh the list manually via the refresh button (or use the ⌘R shortcut) to retrieve the latest data from the server.

Information displayed (Loan Cards)

Each card in the list represents a loan and presents:

  • The reference and wording of the loan.
  • The total capital of the loan.
  • The start date and the end date.
  • The rate of interest.
  • The status of the loan (Unpaid in orange, or Sold in green).

Quick Actions (Swipes)

  • Slide to the left: Access to the Modify button.
  • Swipe to the right: Access to the Delete button to delete the loan.

Interface and Features (Details)

By tapping on a loan in the list, you access its detailed view.

General information

The main section includes the wording, reference and status (Unpaid / Balanced).

Financial details

A section dedicated to details explains:

  • The amount of Capital.
  • The Rate (in percentage).
  • The Start date and the End date if they are provided.

Document Management

The view also details attachments:

  • Consultation: You can list and consult (download/view) the documents attached to this loan.
  • Addition: A button allows you to add a new document to the loan, if the ID of the latter is valid.

Available actions (Details)

From the detail screen, or from the context menu (long press on the list):

  • Modify: To edit the loan information.
  • Delete: To delete the loan from the system (irreversible action after confirmation).
  • See the PDF: The PDF export will be available soon (current indicative information).

Dolibarr Business Logic and Rights

To fully use the Loans module, certain business conditions and permissions from your Dolibarr account apply.

Rights and Access

  • Reading and displaying loans requires the appropriate permissions to access the Loans module in Dolibarr.
  • To create or modify a borrowing (functions available via the edit view or local synchronization), the user must have modification rights on the module.
  • To delete a loan, deletion rights on loans are required.

Synchronization Behaviors

  • Statuses: Loans can be in unpaid status (Unpaid, status 0) or paid (Settled, status 1).
  • Offline Creation/Modification: If you edit or delete a loan, the application can handle this action with an optimistic approach (immediate local update) then place the action in a queue (synchronization via the synchronization manager) to reflect the changes on the server when the network is available.
← Previous Assets Next → Donations