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Manage your cooperators

Project description

Beta License: AGPL-3 OCA/cooperative Translate me on Weblate Try me on Runboat

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 (account.invoice). 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 odoo12-addon-cooperator-portal==12.0.1.0.0.99.dev9

Beware 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.

Changelog

12.0.6.5.0 (2024-04-15)

Features

  • Rework res.partner form view as has been done in version 16. (#104)

Bugfixes

  • Remove duplicated member field in res.partner form view. (#47)

12.0.6.4.0 (2023-02-23)

Features

  • Removed all selection widgets. (#54)

12.0.6.0.0 (2022-09-27)

backport changes from migration to 14.0.

Features

  • remove subscription request subscription state (use new instead) (was used when creating a subscription request from a partner).

  • refactor subscription request .create() method to handle both people and companies.

  • add several subscription request tests.

  • make country and language fields mandatory on the web form.

  • some code refactoring and cleanup.

  • improve fr and fr_be translations.

Bugfixes

  • improve email and report templates: correct some strings, clean up some whitespace, and fix references to first name for companies (instead of displaying “false”).

  • fix partner matching by email or company register number when creating a subscription request.

  • fix subscription request name for companies: use company name (like previously) instead of representative name. the name is displayed in the title of the form, and can be used to search.

  • fix name of reports and attachments.

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

Authors

  • Coop IT Easy SC

Contributors

  • Coop IT Easy SC:

    • 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.

Odoo Community Association

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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