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 (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
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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