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| 1 | +==================== |
| 2 | +Membership extension |
| 3 | +==================== |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:eecd522ef5ee28dafe3323b7947e2f25cd55f69fd20e6d352bd05b9ef1c44423 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 18 | + :alt: License: AGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fvertical--association-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/vertical-association/tree/18.0/membership_extension |
| 21 | + :alt: OCA/vertical-association |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/vertical-association-18-0/vertical-association-18-0-membership_extension |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/vertical-association&target_branch=18.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module extends Odoo's membership management with the following |
| 32 | +features: |
| 33 | + |
| 34 | +- Membership category |
| 35 | +- Membership lines editable |
| 36 | +- Do not calculate membership state from invoice status |
| 37 | +- Start date of last membership period |
| 38 | +- Partner's with member lines can't be deleted. |
| 39 | +- When a partner has an associated member there is the option to make |
| 40 | + member start date independent from the associated member one so |
| 41 | + joining dates can be tracked for those members. |
| 42 | +- Adds a category for Membership management security group so a user |
| 43 | + with only that permission can access to the membership menu. |
| 44 | + |
| 45 | +**Table of contents** |
| 46 | + |
| 47 | +.. contents:: |
| 48 | + :local: |
| 49 | + |
| 50 | +Configuration |
| 51 | +============= |
| 52 | + |
| 53 | +Users can define membership categories in Association > Configuration > |
| 54 | +Membership Categories Then go to membership products and set a category |
| 55 | +to each one. |
| 56 | + |
| 57 | +Usage |
| 58 | +===== |
| 59 | + |
| 60 | +Membership categories allow to classify memberships by types, allowing a |
| 61 | +partner to be member or not of the different categories. For example, if |
| 62 | +you have several levels of partnership (Starter, Silver, Gold) and one |
| 63 | +product for each one, then partners who buy Silver product will have |
| 64 | +Silver membership category. Afterwords, you can filter Silver members. |
| 65 | + |
| 66 | +Membership lines are created when a membership product is invoiced, like |
| 67 | +in Odoo standard version. But now users can create a new membership line |
| 68 | +without creating an invoice. |
| 69 | + |
| 70 | +Also, users can edit membership line dates and state even if an invoice |
| 71 | +is not related with it. |
| 72 | + |
| 73 | +You will see a general membership status at partner level that specifies |
| 74 | +if it's a member of any category or not, and also a detail status per |
| 75 | +membership category. |
| 76 | + |
| 77 | +To make member start date independent from the associated member one, |
| 78 | +check the option *Adhered member* in the membership tab of the partner |
| 79 | +who is associating. A start date will now be available to edit. |
| 80 | + |
| 81 | +Bug Tracker |
| 82 | +=========== |
| 83 | + |
| 84 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/vertical-association/issues>`_. |
| 85 | +In case of trouble, please check there if your issue has already been reported. |
| 86 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 87 | +`feedback <https://github.com/OCA/vertical-association/issues/new?body=module:%20membership_extension%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 88 | + |
| 89 | +Do not contact contributors directly about support or help with technical issues. |
| 90 | + |
| 91 | +Credits |
| 92 | +======= |
| 93 | + |
| 94 | +Authors |
| 95 | +------- |
| 96 | + |
| 97 | +* Tecnativa |
| 98 | +* Onestein |
| 99 | + |
| 100 | +Contributors |
| 101 | +------------ |
| 102 | + |
| 103 | +- Antonio Espinosa < [email protected]> |
| 104 | +- Pedro M. Baeza < [email protected]> |
| 105 | + |
| 106 | +- Rafael Blasco < [email protected]> |
| 107 | +- Luis M. Ontalba < [email protected]> |
| 108 | +- Alberto Martín Cortada < [email protected]> |
| 109 | +- Andrea Stirpe < [email protected]> |
| 110 | +- Valentín Vinagre < [email protected]> |
| 111 | + |
| 112 | +- `Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>`__ |
| 113 | + |
| 114 | + - Bhavesh Heliconia |
| 115 | + |
| 116 | +Maintainers |
| 117 | +----------- |
| 118 | + |
| 119 | +This module is maintained by the OCA. |
| 120 | + |
| 121 | +.. image:: https://odoo-community.org/logo.png |
| 122 | + :alt: Odoo Community Association |
| 123 | + :target: https://odoo-community.org |
| 124 | + |
| 125 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 126 | +mission is to support the collaborative development of Odoo features and |
| 127 | +promote its widespread use. |
| 128 | + |
| 129 | +This module is part of the `OCA/vertical-association <https://github.com/OCA/vertical-association/tree/18.0/membership_extension>`_ project on GitHub. |
| 130 | + |
| 131 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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