Metadata-Version: 2.1
Name: odoo-addon-oca_membership_groups
Version: 18.0.1.0.0.3
Requires-Python: >=3.10
Requires-Dist: odoo-addon-oca_membership==18.0.*
Requires-Dist: odoo==18.0.*
Summary: OCA Membership Groups (custom)
Home-page: https://github.com/OCA/oca-custom
License: AGPL-3
Author: Akretion, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 3 - Alpha
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

==============================
OCA Membership Groups (custom)
==============================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
    :target: https://odoo-community.org/page/development-status
    :alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Foca--custom-lightgray.png?logo=github
    :target: https://github.com/OCA/oca-custom/tree/18.0/oca_membership_groups
    :alt: OCA/oca-custom
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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    :alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module manages the mailing lists inside the OCA. It relies on the
native Odoo model *Mailing Group* mail.group.

Main features
-------------

This module allows:

- to distinguish Working Groups from other Mail Groups, so they are
  published on the website on members' page
- to keep up-to-date the Mail Groups compared to Members roles in the
  association (like *Members* and *Delegate* mailing list)
- removes the expired members **with a grace period**
- retain the wish of the members who unsubscribed, to prevent spamming
  them by re-adding them to the mailing lists

Notes
-----

- Any Mailing Group member, being a portal or internal Odoo users, may
  subscribe or unsubscribed from */groups* controller
- The *Board Members* mailing list is managed manually (not automatized)
- The *Contributor* mailing list too, and is public

.. IMPORTANT::
   This is an alpha version, the data model and design can change at any time without warning.
   Only for development or testing purpose, do not use in production.
   `More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
   :local:

Usage
=====

Set up synchronization between Mail Groups and Member Categories
----------------------------------------------------------------

On Member's form:

- On Member Categories change, the Mail Groups are updated
- To view it: open the *Mail Groups* smart button
- If needed, filter with *Unsubscribed (archived)* or *In grace period*

Disable a grace period
----------------------

If a member is in a Grace Period but you want to keep he/her on a Mail
Group:

- Browse to "Members / Groups" and click on the "Members" smart button
- Filter on *In grace period*
- Manually set *Grace date end* to a far date in the future. It will not
  be overriden by the automated mechanism.

Send Email Marketting (Mass Mailing) based on Member Categories
---------------------------------------------------------------

- Browse to "Email Marketing / [+ New]"
- Recipients: select "Contact"
- In the *Mail Body*, replace the *Unsubscribe* link with this one:
  https://odoo-community.org/groups

A default domain helps filtering on all active members. You may save
this domain as favorite filter, and / or modify it.

Changelog
=========

This module replaces oca_custom in v18.0.

The partner *Tags* are not related anymore to any process related to
membership of mailing list:

- the almost-native *Membership Categories* informs about a member's
  role in the association (*Member*, *Delegate*, *Board member*)
- the Mailing Groups for *Members*, *Delegate*, *Board member* are kept
  up-to-date by this module's code (with no CRON except the daily one to
  manage grace period)

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/oca-custom/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 <https://github.com/OCA/oca-custom/issues/new?body=module:%20oca_membership_groups%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Akretion

Contributors
------------

- Arnaud LAYEC (arnaud.layec@akretion.com)

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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/oca-custom <https://github.com/OCA/oca-custom/tree/18.0/oca_membership_groups>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
