Manage your cooperators
Project description
Manage cooperators of a cooperative.
A basic flow can be the following:
Create subscription request for a person (moral or physical)
Validate subscription request, a capital release request (an invoice: account.move). This invoice is sent to the future cooperator.
Payment of the cooperator is registered and the capital Release request is marked as paid.
A new cooperator (a special partner) is created, and the right type and amount of share is linked to this new cooperator.
The new cooperator appears in the Cooperator Registry.
Features:
Manage several share types
Manage share subscription request
Cooperators can be individuals or companies
Get an up to date Cooperator Registry
See shares of a cooperator on the partner view
Manage departure of cooperators
Manage conversion between different share type
Send automatic mail to the future cooperator during the procedure
Can be used with multi-company configuration
Generate Cooperator Certificate and several reports about cooperators
Configurations:
on the company, set a default payment term for the capital release requests.
on the company, set the cooperator account.
Table of contents
Installation
## Migrating from easy_my_coop* to cooperator modules
Run this command before updating your modules
cat rename_deprecated_modules.py | ./odoo/odoo-bin shell -c odoo.conf --no-http --stop-after-init -d <db-name>## Deploying with pip
We used [odoo setup tools](https://pypi.org/project/setuptools-odoo/#packaging-a-single-addon) to generate the pypi files from the odoo manifests. To deploy any packaged module, so that odoo can later install them, you can create a venv with this name (it’s git-ignored) `shell python -m venv venv ` And then pip-install them [from pypi](https://pypi.org/user/coopdevs/).
### Example
For instance, for the addon cooperator_portal
pip install odoo14-addon-cooperator-portal==14.0.1.0.0.99.dev9Beware that for word separation, pypi uses dashes - and odoo underscores _.
Usage
See the [documentation](https://doc.it4socialeconomy.org/books/application-cooperators) (not available in english ATM).
A localization module is needed with this module.
Known issues / Roadmap
Gather and consolidate all cooperator settings in the application parameters.
Consider a refactoring for: 1. removing a potential redundancy between the boolean field “representative” and the address type “representative”. 2. prevent new contacts to have the representative address type, if they are not representative. See [this issue](https://github.com/coopiteasy/vertical-cooperative/issues/350)
known_caveats: the cooperator localization modules will have to be splitted in order to install the cooperator module without the cooperator_website module.
Registering a payment for a subscription request for a company other than the current one does not create the cooperative membership information for the partner.
A “Cooperative Memberships” page should be added to the res.partner form, displaying all the cooperative memberships of the partner (cooperative_membership_ids). The page should only be visible for users that are both in the cooperator_group_user group and in the base.group_multi_company group (how to do this?). Should it display the memberships of all companies or only the ones in which the user is “logged in” (checked in the menu)? If all companies, there would be a conflict with the cooperative_membership_rule_company ir.rule.
Changelog
14.0.2.1.0 (2024-04-15)
Features
Rework res.partner form view as has been done in version 16. (#105)
Bugfixes
14.0.2.0.0 (2023-07-25)
Features
Each company now has their own mail templates for cooperator-related e-mails. If no template is set, the default (global) template is used. (#73)
ir.sequences used by this module are no longer global; each company has its own sequence for cooperator memberships. (#74)
Create subscription journal per company. (#75)
Improve multi-company consistency by setting company_id on records where needed and adding the check_company flag on Many2one fields. (#77)
ir.rules for multi-company usage added. Users cannot access records of this module if they are not members of the relevant company. (#78)
Move cooperative membership properties from res.partner to new cooperative.membership model and add company-dependent computed fields on res.partner for backward compatibility. (#82)
14.0.1.6.0 (2023-02-23)
Features
Removed all selection widgets. (#55)
12.0.5.3.0 (2022-09-05)
Improved Documentation
Adding USAGE.rst to inform that localization modules are necessary. (#346)
12.0.5.0.0 (2022-06-23)
Deprecations and Removals
When no cooperator account is defined on the company, this module previously defaulted to the account with code ‘416000’. This behaviour has been removed because the code is Belgian-only. The functionality has been moved to l10n_be_cooperator. (#314)
12.0.3.3.2 (2022-06-20)
Bugfixes
Fix name computation crash (#330)
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
Houssine Bakkali
Robin Keunen
Rémy Taymans
Victor Champonnois
Vincent Van Rossem
Manuel Claeys Bouuaert
Carmen Bianca Bakker
hugues de keyzer
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/cooperative project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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