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Real Estate ERP

Propertio Management Module

Complete documentation for real estate inventory, sales contracts, installments, currency rates, and reporting.


1. Property Portfolio Architecture

Propertio organizes real estate holdings into a clean 3-level hierarchy:

Projects (`propertio.project`)

Top-level developments. Tracks location, overall GDV (Gross Development Value), project stage, and total unit counts.

Blocks (`propertio.block`)

Physical buildings or construction phases within a project (e.g. Block A, Block B, Tower 1).

Units (`propertio.unit`)

Individual sellable properties (Apartments, Villas, Offices). Tracks status (Available, Option, Sold, Handover), floor area, and pricing.

2. Sales Contracts & Payment Plans

The sales lifecycle connects customers to properties through structured payment schedules:

  • New Sale Wizard (`propertio.sale.wizard`): Creates a sale contract (`propertio.sale`), automatically calculates down payment, number of installments, and generates balloon payment schedules.
  • Installments Allocation (`propertio.installment`): Payments (`propertio.payment`) are automatically matched against pending installments on a FIFO (First-In, First-Out) basis.
  • TCMB Live Exchange Rates (`tcmb_manager`): Auto-fetches daily Central Bank of Türkiye (TCMB) exchange rates to enable multi-currency contract balances (USD, EUR, TRY).
  • Batch Export (PDF & Word): Generate legal sales contracts in PDF or editable Word (`.docx`) format using pre-built QWeb templates.

3. Unified Report Center

Access specialized reporting wizards (`propertio.unified.report.wizard`) for operational and executive insights:

Report Type Key Metrics Covered
Collection Map & Cash Flow Expected vs. actual collections, monthly cash flow projections, payment status breakdown.
Consultant Scorecard (Danışman Karnesi) Agent sales performance, closed deal volume, commission calculations.
Red Alert Monitoring (Kırmızı Alarm) Overdue installment tracking, defaulted accounts, automated risk alerts.
Title Deed Progress (Tapu) Legal transfer stages, notary appointment schedules, ownership registration.