Notes

A Note is a loan against a line of credit. Every Note must have an associated Credit.

Note

webapp.finances_note
A Note representing an obligation to repay a lender.
Field Description Type
id
Note ID Number
uuid
Note UUID UUID
status
Note status, such as 'overdue', 'active', 'settled', etc. Text
memo
Optional memo explaining loan use Text
creditor_signed_at
Datetime the creditor first took an action on this Note. Date
debtor_signed_at
Datetime the debtor first took an action on this Note. Date
amount
Amount of this loan Numeric
balance
Balance due on this loan Numeric
due_date
Date the loan is due Date
created_at
Datetime the Note was created Date
updated_at
Datetime the Note was updated Date
created_by_id
Entity ID that created this Note Numeric
credit_id
Credit associated with this Note Numeric
creditor_signatory_id
Entity ID that signed for the creditor Numeric
debtor_signatory_id
Entity ID that signed for the debtor Numeric
outcome_id
The outcome category for this ask Numeric
activity_id
The outcome of role 'activity' for this note Numeric

NoteHistory

webapp.finances_notehistory
The Note History table captures a snapshot of the Note object after each transaction related to this note. The fields here mirror that of Note.
Field Description Type
id
Note History ID Numeric
status
Note status Text
amount
Note amount Numeric
balance
Note balance Numeric
due_date
Note due date Date
created_at
Datetime this entry was created Date
note_id
Note ID Numeric