odoo-addon-energy-selfconsumption 16.0.0.5.5

Comprehensive management of energy self-consumption projects and communities

This module provides comprehensive functionality for managing energy self-consumption projects and communities in Spain, designed specifically for energy cooperatives and communities operating under Spanish energy regulations.

Table of contents

• Features

  • Core Functionality

  • Key Capabilities

    • Project Management

    • Participant Management

    • Supply Point Management

    • Distribution Tables

    • Contract and Invoicing

  • Technical Features

    • Data Validation

    • Import/Export

    • User Experience

• Installation

  • Prerequisites

  • Module Installation

  • Dependencies

• Configuration

  • Initial Setup

  • Project Configuration

• Usage

  • Creating a Self-consumption Project

  • Managing Participants

  • Creating Distribution Tables

  • Generating Contracts

• Known Issues / Roadmap

  • Known Issues

  • Roadmap

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Features

Core Functionality

• Project Management: Complete lifecycle management of self-consumption projects

• Participant Management: Registration, validation, and state management of participants

• Distribution Management: Automated calculation and management of energy distribution coefficients

• Financial Integration: Seamless integration with accounting and invoicing systems

• Data Import/Export: Bulk operations for participant data and distribution tables

• Compliance: Spanish energy regulation compliance and validation

Key Capabilities

Project Management

• Create and manage self-consumption projects

• Configure project parameters and settings

• Track project lifecycle and status

• Integration with energy communities framework

Participant Management

• Public web forms for participant inscription

• Comprehensive participant data validation

• State management (active, inactive, change, cancelled)

• IBAN and mandate management

• Bulk operations for participant management

Supply Point Management

• CUPS (Código Unificado de Punto de Suministro) validation

• Supply point assignment and distribution

• Tariff validation and management

• Power consumption tracking

Distribution Tables

• Automated coefficient calculation

• Fixed and hourly distribution types

• Multi-step creation wizards

• Import/export capabilities

• State management and validation

Contract and Invoicing

• Automated contract generation

• Integration with Odoo contract management

• Flexible invoicing modes

• Payment mode configuration

• Invoice template customization

Technical Features

Data Validation

• Spanish CUPS code validation

• IBAN validation for Spanish banks

• NIF/CIF validation

• Cadastral reference validation

• Real-time validation with descriptive error messages

Import/Export

• Advanced CSV processing with encoding detection

• Bulk data import with validation

• Export capabilities for reporting

• Error handling and progress tracking

User Experience

• Multi-step wizards for complex operations

• Preview capabilities for critical operations

• Comprehensive validation with descriptive error messages

• Detailed logging and audit trails

• Progress indicators for long-running operations

Installation

Prerequisites

This module requires the following Python packages:

• pandas >= 2.0.3

• numpy >= 1.24.4

• openupgradelib >= 3.6.1

Install these dependencies using pip:

pip install pandas>=2.0.3 numpy>=1.24.4 openupgradelib>=3.6.1

Module Installation

1. Download or clone the module to your Odoo addons directory

2. Update the addons list in Odoo

3. Install the module from the Apps menu

Dependencies

This module depends on the following Odoo modules:

Core Modules: - base - web - mail - account

Contract Management: - contract - contract_queue_job - contract_mandate - contract_variable_quantity

Energy Communities Framework: - energy_communities - energy_communities_cooperator - energy_project - energy_communities_service_invoicing

Additional: - web_m2x_options - l10n_es - report_csv

Configuration

Initial Setup

1. Configure Company Settings: - Set up payment modes for contract generation - Configure company information for Spanish localization

2. Create Project Types: - Define project types for different self-consumption models - Configure default parameters and templates

3. Set Up Products: - Configure products for energy services - Set up contract templates

4. Configure Security: - Assign appropriate user roles and permissions - Configure access rules for different user types

Project Configuration

1. Create Self-consumption Project: - Define project parameters - Set up distribution configuration - Configure invoicing settings

2. Configure Supply Points: - Import or manually create supply points - Validate CUPS codes - Set up tariff information

3. Set Up Participants: - Configure inscription forms - Set up validation rules - Define participation limits

Usage

Creating a Self-consumption Project

1. Navigate to Energy > Self-consumption Projects

2. Click “Create” to start a new project

3. Fill in project details and configuration

4. Save the project

Managing Participants

Public Inscription: 1. Participants can register through the public web form 2. System validates all provided information 3. Administrators review and approve inscriptions

Bulk Import: 1. Use the Import Wizard for bulk participant data 2. Upload CSV file with participant information 3. System validates and imports data with error reporting

State Management: 1. Use the Change State Wizard to modify participant states 2. Bulk operations for multiple participants 3. Automatic validation and state transitions

Creating Distribution Tables

1. Prepare Inscriptions: - Ensure all participants are in correct state - Validate supply point assignments

2. Create Distribution Table: - Use the Create Distribution Table Wizard - Configure distribution parameters - Review and confirm coefficient calculations

3. Activate Distribution: - Review distribution table - Activate for contract generation

Generating Contracts

1. Prepare Project: - Ensure distribution table is ready - Configure payment modes

2. Generate Contracts: - Use the Contract Generation Wizard - Review sale orders to be processed - Execute contract generation

3. Activate Project: - System automatically activates project - Contracts become active for invoicing

Known Issues / Roadmap

Known Issues

• Large CSV imports may require increased server timeout settings

• Complex distribution calculations may take time for large projects

Roadmap

• Enhanced reporting capabilities

• Integration with external energy management systems

• Mobile application for participant management

• Advanced analytics and forecasting

Bug Tracker

Bugs are tracked on GitLab 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

Authors

• Coopdevs Treball SCCL

• Som Energia SCCL

Contributors

• Coopdevs Development Team

• Som Energia Technical Team

Maintainers

This module is maintained by Coopdevs and Som Energia.

Coopdevs is a cooperative of developers committed to the social and solidarity economy. Som Energia is a renewable energy cooperative that promotes citizen participation in the energy transition.

This module is part of the energy communities project, aimed at facilitating the management of energy cooperatives and self-consumption communities in Spain.