Package: odoo-addon-cooperator
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 typesManage share subscription requestCooperators can be individuals or companiesGet an up to date Cooperator RegistrySee shares of a cooperator on the partner viewManage departure of cooperatorsManage conversion between different share typeSend automatic mail to the future cooperator during the procedureCan be used with multi-company configurationGenerate Cooperator Certificate and several reports about cooperatorsConfigurations:on the company, set a default payment term for the capital release requests.on the company, set the cooperator account.Table of contentsUsageKnown issues / RoadmapChangelog16.0.1.0.0 (2023-11-29)14.0.2.0.0 (2023-07-25)14.0.1.6.0 (2023-02-23)12.0.5.3.0 (2022-09-05)12.0.5.0.0 (2022-06-23)12.0.3.3.2 (2022-06-20)Bug TrackerCreditsAuthorsContributorsMaintainersUsageSee thedocumentation(not available in english ATM).A localization module is needed with this module.Known issues / RoadmapGather and consolidate all cooperator settings in the application parameters.Consider a refactoring for:removing a potential redundancy between the boolean field “representative”
and the address type “representative”.prevent new contacts to have the representative address type, if they are
not representative.Seethis issue.Known caveat: the cooperator localization modules will have to be split in
order to install thecooperatormodule without thecooperator_websitemodule.A “Cooperative Memberships” page should be added to theres.partnerform,
displaying all the cooperative memberships of the partner
(cooperative_membership_ids). The page should only be visible for users
that are both in thecooperator_group_usergroup and in thebase.group_multi_companygroup (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 thecooperative_membership_rule_companyir.rule.Changelog16.0.1.0.0 (2023-11-29)FeaturesAdd a “Share Type” column to the cooperator register report. (#86)Add a new “Registers” menu entry and move the “Subscription Register” menu
entry there. (#86)Use default filters instead of domains in contact views. (#86)Merge the confirmation email template for individuals and companies into one. (#86)Rename some files and XML IDs to improve consistency. (#86)Update email templates to the default Odoo layout (what also makes them
shorter). (#86)Add a description to email templates. (#86)Move the “Cooperator Candidates” menu entry to the “Cooperators” menu. (#86)Add a new “Cooperator Register” view (and menu entry) to display the
cooperative memberships and allow to print the cooperator register (report
that was previously on the partner model). (#86)Make the capital release request report inherit from the invoice report
instead of copying and modifying it. (#86)BugfixesEnsure that only shares related to the current company appear on the
cooperator certificate. (#86)Ensure reversals of capital release requests use a name prefix to not clash
with normal entries (“RSUBJ” instead of “SUBJ”). (#86)Fix subscription requests created by transfer operations: ensure that no
confirmation email is sent, that they don’t appear in the list of subscription
requests and cannot be erroneously validated. (#86)Fix the display of the first name in email templates and add tests to cover
this. (#86)Fix error when creating a new partner from the normal partner form. (#86)Fix the layout of all reports by rewriting them from the default invoice
layout. (#86)Ensure creating a cooperator for a non-current company works (when a capital
release request is paid). (#86)Ensure thatshare.line.share_numbercannot be negative. (#86)Don’t send a cooperator certificate if there are no remaining shares after an
operation. (#86)Fix the company name in confirmation email template: display the name of the
company that made the subscription request instead of the name of the
cooperative. (#86)Ensure that the company_type value of a subscription request is copied to the
legal_form field of the created partner. (#86)Add unique per-company constraints on the cooperator register number and the
operation register number. (#86)Fix copyright statements: add missing ones and use the same format everywhere. (#86)Fix consistency of XML files: XML declaration, spacing. (#86)Display an error message instead of failing when trying to create a
subscription request from a partner and no default share product is found. (#86)Rename internal string value of “Blocked” subscription request state fromblocktoblocked. (#86)Ensure per-company sequences are used (for the cooperator register number and
the operation register number). (#86)Prevent to create a subscription request where Email and Company Email have
the same value, to avoid trying to create a recursive partner hierarchy when
validating the subscription request (the partner being the parent of itself). (#86)Fix the footer layout to add company logos: wrap the original layout instead
of overwriting it. (#86)Fix required company fields on subscription request form. (#86)Deprecations and RemovalsRemove the extra columns in the contacts list view; they can now be found in
the cooperator register. (#86)Remove deprecatedsubscription.request.create_comp_sub_req(). Use
the normalsubscription.request.create()instead. (#86)Remove the useless “subscription” operation request type. (#86)14.0.2.0.0 (2023-07-25)FeaturesEach 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 settingcompany_idon records where
needed and adding thecheck_companyflag onMany2onefields. (#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 fromres.partnerto newcooperative.membershipmodel and add company-dependent computed fields onres.partnerfor backward compatibility. (#82)14.0.1.6.0 (2023-02-23)FeaturesRemoved all selection widgets. (#55)12.0.5.3.0 (2022-09-05)Improved DocumentationAdding USAGE.rst to inform that localization modules are necessary. (#346)12.0.5.0.0 (2022-06-23)Deprecations and RemovalsWhen 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 tol10n_be_cooperator. (#314)12.0.3.3.2 (2022-06-20)BugfixesFix name computation crash (#330)Bug TrackerBugs are tracked onGitHub 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 welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsCoop IT Easy SCContributorsCoop IT Easy SC:Houssine BakkaliRobin KeunenRémy TaymansVictor ChamponnoisVincent Van RossemManuel Claeys BouuaertCarmen Bianca Bakkerhugues de keyzerMaintainersThis 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 theOCA/cooperativeproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.