Metadata-Version: 2.1
Name: odoo-addon-cooperator
Version: 16.0.1.2.4.1
Summary: Manage your cooperators
Home-page: https://github.com/OCA/cooperative
Author: Coop IT Easy SC, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10
Requires-Dist: odoo-addon-partner-contact-birthdate<16.1dev,>=16.0dev
Requires-Dist: odoo-addon-partner-contact-gender<16.1dev,>=16.0dev
Requires-Dist: odoo-addon-partner-firstname<16.1dev,>=16.0dev
Requires-Dist: odoo<16.1dev,>=16.0a

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

===========
Cooperators
===========

.. 
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! source digest: sha256:2ae39a802c0bf78f05ec490187f8ddb2ed255d54ca885f6a019bb1228a4ad3de
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |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%2Fcooperative-lightgray.png?logo=github
    :target: https://github.com/OCA/cooperative/tree/16.0/cooperator
    :alt: OCA/cooperative
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/cooperative-16-0/cooperative-16-0-cooperator
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/cooperative&target_branch=16.0
    :alt: Try me on Runboat

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

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 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**

.. contents::
   :local:

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:

#. 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.

See `this issue <https://github.com/coopiteasy/vertical-cooperative/issues/350>`_.

Known caveat: the cooperator localization modules will have to be split in
order to install the ``cooperator`` module without the ``cooperator_website``
module.

A “Cooperative Memberships” page should be added to the ``res.partner`` form,
displaying all the cooperative memberships of the partner
(``cooperative_membership_ids``). The page should only be visible for users
that are both in the ``cooperator_group_user`` group and in the
``base.group_multi_company`` group (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 the
``cooperative_membership_rule_company`` ``ir.rule``.

Changelog
=========

16.0.1.2.4 (2025-11-12)
~~~~~~~~~~~~~~~~~~~~~~~

**Bugfixes**

- Rename obsolete occurrences of the ``blocked`` ``subscription.request`` state still present as ``block``. (`#150 <https://github.com/OCA/cooperative/issues/150>`_)


16.0.1.2.3 (2025-10-06)
~~~~~~~~~~~~~~~~~~~~~~~

**Bugfixes**

- Fix display of image fields in settings. (`#171 <https://github.com/OCA/cooperative/issues/171>`_)


16.0.1.2.2 (2025-10-06)
~~~~~~~~~~~~~~~~~~~~~~~

**Bugfixes**

- Use image widget for ``signature_scan``. (`#170 <https://github.com/OCA/cooperative/issues/170>`_)
- Fix default value of ``subscription.request.country_id``. (`#170 <https://github.com/OCA/cooperative/issues/170>`_)


16.0.1.2.1 (2025-10-06)
~~~~~~~~~~~~~~~~~~~~~~~

**Bugfixes**

- Fix transfer operation to non-member: update share fields values of the internal subscription request of a transfer operation to a non-member when these values are changed in the form.
  This ensures that the values are correct even if the subscription request is created before the values are set. (`#162 <https://github.com/OCA/cooperative/issues/162>`_)


16.0.1.2.0 (2025-09-17)
~~~~~~~~~~~~~~~~~~~~~~~

**Features**

- Move settings from company form to main settings. (`#140 <https://github.com/OCA/cooperative/issues/140>`_)


16.0.1.1.2 (2025-05-30)
~~~~~~~~~~~~~~~~~~~~~~~

**Bugfixes**

- Fix tests with a localization module: previously, when initializing a
  database with a localization module, the default company would use the
  account chart template from that module. Now, it doesn't use any. Fix the
  tests by loading the first chart template found on the default company. (`#161 <https://github.com/OCA/cooperative/issues/161>`_)


16.0.1.1.1 (2024-10-22)
~~~~~~~~~~~~~~~~~~~~~~~

**Bugfixes**

- Fix computation of name of subscription requests for companies when
  processing multiple records. (`#144 <https://github.com/OCA/cooperative/issues/144>`_)


16.0.1.1.0 (2024-05-06)
~~~~~~~~~~~~~~~~~~~~~~~

**Deprecations and Removals**

- Deprecate ``subscription.request.get_person_info()`` method in favor of new
  ``.set_person_info()`` method.


16.0.1.0.2 (2024-03-12)
~~~~~~~~~~~~~~~~~~~~~~~

**Bugfixes**

- Remove duplicated member field in ``res.partner`` form view. (`#47 <https://github.com/OCA/cooperative/issues/47>`_)


16.0.1.0.1 (2024-02-01)
~~~~~~~~~~~~~~~~~~~~~~~

**Features**

- Refactor cooperative.membership preparation code. (`#101 <https://github.com/OCA/cooperative/issues/101>`_)


16.0.1.0.0 (2023-11-29)
~~~~~~~~~~~~~~~~~~~~~~~

**Features**

- Add a "Share Type" column to the cooperator register report. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Add a new "Registers" menu entry and move the "Subscription Register" menu
  entry there. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Use default filters instead of domains in contact views. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Merge the confirmation email template for individuals and companies into one. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Rename some files and XML IDs to improve consistency. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Update email templates to the default Odoo layout (what also makes them
  shorter). (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Add a description to email templates. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Move the "Cooperator Candidates" menu entry to the "Cooperators" menu. (`#86 <https://github.com/OCA/cooperative/issues/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 <https://github.com/OCA/cooperative/issues/86>`_)
- Make the capital release request report inherit from the invoice report
  instead of copying and modifying it. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)


**Bugfixes**

- Ensure that only shares related to the current company appear on the
  cooperator certificate. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Ensure reversals of capital release requests use a name prefix to not clash
  with normal entries ("RSUBJ" instead of "SUBJ"). (`#86 <https://github.com/OCA/cooperative/issues/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 <https://github.com/OCA/cooperative/issues/86>`_)
- Fix the display of the first name in email templates and add tests to cover
  this. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Fix error when creating a new partner from the normal partner form. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Fix the layout of all reports by rewriting them from the default invoice
  layout. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Ensure creating a cooperator for a non-current company works (when a capital
  release request is paid). (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Ensure that ``share.line.share_number`` cannot be negative. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Don't send a cooperator certificate if there are no remaining shares after an
  operation. (`#86 <https://github.com/OCA/cooperative/issues/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 <https://github.com/OCA/cooperative/issues/86>`_)
- Ensure that the company_type value of a subscription request is copied to the
  legal_form field of the created partner. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Add unique per-company constraints on the cooperator register number and the
  operation register number. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Fix copyright statements: add missing ones and use the same format everywhere. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Fix consistency of XML files: XML declaration, spacing. (`#86 <https://github.com/OCA/cooperative/issues/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 <https://github.com/OCA/cooperative/issues/86>`_)
- Rename internal string value of "Blocked" subscription request state from
  ``block`` to ``blocked``. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Ensure per-company sequences are used (for the cooperator register number and
  the operation register number). (`#86 <https://github.com/OCA/cooperative/issues/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 <https://github.com/OCA/cooperative/issues/86>`_)
- Fix the footer layout to add company logos: wrap the original layout instead
  of overwriting it. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Fix required company fields on subscription request form. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)


**Deprecations and Removals**

- Remove the extra columns in the contacts list view; they can now be found in
  the cooperator register. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Remove deprecated ``subscription.request.create_comp_sub_req()``. Use
  the normal ``subscription.request.create()`` instead. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)
- Remove the useless "subscription" operation request type. (`#86 <https://github.com/OCA/cooperative/issues/86>`_)


14.0.2.0.0 (2023-07-25)
~~~~~~~~~~~~~~~~~~~~~~~

**Features**

- Each company now has their own mail templates for cooperator-related e-mails. If
  no template is set, the default (global) template is used. (`#73 <https://github.com/OCA/cooperative/issues/73>`_)
- ir.sequences used by this module are no longer global; each company has its own
  sequence for cooperator memberships. (`#74 <https://github.com/OCA/cooperative/issues/74>`_)
- Create subscription journal per company. (`#75 <https://github.com/OCA/cooperative/issues/75>`_)
- Improve multi-company consistency by setting ``company_id`` on records where
  needed and adding the ``check_company`` flag on ``Many2one`` fields. (`#77 <https://github.com/OCA/cooperative/issues/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 <https://github.com/OCA/cooperative/issues/78>`_)
- Move cooperative membership properties from ``res.partner`` to new
  ``cooperative.membership`` model and add company-dependent computed fields on
  ``res.partner`` for backward compatibility. (`#82 <https://github.com/OCA/cooperative/issues/82>`_)


14.0.1.6.0 (2023-02-23)
~~~~~~~~~~~~~~~~~~~~~~~

**Features**

- Removed all selection widgets. (`#55 <https://github.com/OCA/cooperative/issues/55>`_)


12.0.5.3.0 (2022-09-05)
~~~~~~~~~~~~~~~~~~~~~~~

**Improved Documentation**

- Adding USAGE.rst to inform that localization modules are necessary. (`#346 <https://github.com/coopiteasy/vertical-cooperative/issues/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 <https://github.com/coopiteasy/vertical-cooperative/issues/314>`_)


12.0.3.3.2 (2022-06-20)
~~~~~~~~~~~~~~~~~~~~~~~

**Bugfixes**

- Fix name computation crash (`#330 <https://github.com/coopiteasy/vertical-cooperative/issues/330>`_)

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/cooperative/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/cooperative/issues/new?body=module:%20cooperator%0Aversion:%2016.0%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
~~~~~~~

* Coop IT Easy SC

Contributors
~~~~~~~~~~~~

* `Coop IT Easy SC <https://coopiteasy.be>`_:

  * 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.

.. 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/cooperative <https://github.com/OCA/cooperative/tree/16.0/cooperator>`_ project on GitHub.

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