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[17.0][MIG] donation: Migration to 17.0 #130

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87fb592
Initial check-in with several modules.
Apr 4, 2014
359f56a
add company_id field on donation request add acl for mass.request.tra…
brother-bernard Apr 4, 2014
32c643e
Remove temporary file that was added my mistake.
Apr 4, 2014
4910dd2
1. Renamed fields donator -> donor and donation_ok -> donation 2. Add…
brother-bernard Apr 15, 2014
e84e0c1
enhancements of donation move lines : ref and link to partner donatio…
brother-bernard May 7, 2014
0688845
Add support for analytic accounting in donation and mass. Add support…
May 13, 2014
a8ec196
Delete mass when putting a donation in back2draft Block deletion of m…
May 13, 2014
384f73b
Add wizard to swap celebrants. Add monetary widget in form views.
May 13, 2014
e3896f8
PEP8 updates Add support for account move generation on mass transfer…
May 13, 2014
ea69003
Return True to avoid a warning. Small change in account move ref.
May 15, 2014
f9ecf81
Fix for duplication of a partner (inherit of copy() was needed)
May 16, 2014
ec95b5a
Add title in partner_name on stay Donors are res.parter with customer…
May 16, 2014
f5f8321
Add graph views and group_by in search view for BI Add field amount_t…
Jun 12, 2014
5e375ad
Add donation count on partner form Update icon Update comments
Jun 13, 2014
e74cf13
Add ir.rule for multi-company for donation, tax receipts and mass.
Jun 13, 2014
4ddc92e
Add sheet tags to have the statusbar on the right.
Jun 13, 2014
df55bde
Small improvements to donation campaigns
Jun 13, 2014
bbf5677
Rename method to respect coding conventions.
Jun 13, 2014
2e2d023
Rename field donation_campaign_id to campaign_id FIX invalidation of …
Jun 13, 2014
f555fc4
Handle multi-company in default journal selection.
Jun 14, 2014
bcc7a46
Donation number is the sequence of the account.move (same as with inv…
Jun 14, 2014
48e22d9
Remove code from journal (sequence for journals don't have a seq type)
Jun 14, 2014
7fa1eb9
Add demo data for mass requests Update mass prices Add graph view for…
Jun 14, 2014
0c96cc6
Multiple small enhancements Add constraints on room in stay module Ad…
Jul 3, 2014
a5e89b9
Update layout of options in product view. Adapt to v8 for product.tem…
Jul 3, 2014
d10ce15
When a field is added on product.template, we must only inherit the t…
Jul 3, 2014
68d765f
Product menu entries now point to product.template, to be coherent wi…
Jul 3, 2014
79446d6
Hide Donation menu for users that are not part of the Donation group …
Jul 4, 2014
500c6b2
Convert webkit stay journal to qweb Add company_id field i stay views…
Sep 4, 2014
f20f215
Fix v8 regression.
Oct 8, 2014
b2e0e46
Update the management of payment methods and currencies Use copy= in …
Oct 8, 2014
c6d5b6e
Add payment_ref on donation Update donation from stay wizard followin…
Oct 8, 2014
d55da78
Add module donation_recurring to handle recurring donations Add modul…
Oct 9, 2014
c451df4
Update product_id_change to add an argument Remove dependancy of dona…
Oct 9, 2014
d9441d0
Add module donation_bank_statement Re-org donation form view with a n…
Oct 10, 2014
265f3b0
Call super() on default_get
Oct 20, 2014
9862c34
Remove a comment (it now works !)
Oct 20, 2014
a6292ae
Add demo data.
Oct 21, 2014
49e6044
FIX on_change on products for v8 Temporarily disable demo data on don…
Oct 21, 2014
57be9a9
Add country_id on donations for statistics
Oct 21, 2014
451ae94
Also add country_id on the donation reporting
Oct 22, 2014
b4cc4bc
Add access right on analytic line to donation user
Nov 21, 2014
2f91ad8
Add/update demo data color=red for suspended recurring donation in tr…
Nov 22, 2014
9b325ab
Add tracking and chatter on donation Remove create_uid on donation.do…
Nov 30, 2014
8aa33d6
Port to new API Add default donation tax receipt report Small usabili…
Dec 23, 2014
5c13b29
Port donation_bank_statement to the new API Add demo data in module d…
Dec 23, 2014
a5c8ab0
Add readonly=True on all related fields, to avoid access right issues
Dec 30, 2014
3b404ea
Add company_id in donation tree view
Jan 11, 2015
2223153
FIX in multi-company setups copy= in field definition is a boolean
Jan 12, 2015
e123396
Auto-add demo user to user-level groups, for easier testing
Jan 13, 2015
bbf3f60
copy=False is the default on one2many fields Can't put a one2many fie…
Jan 16, 2015
d61a5ba
stay: don't set refectory when no_meals option active on stay Add tes…
Jan 30, 2015
2d8c1d3
Add yaml test for annual tax receipts Move the content of donation/pr…
Jan 31, 2015
d70d949
Start to replace name_get by display_name (better use of new API)
Feb 2, 2015
4e5eadb
Add field Remaining offering, to control the amount in accouting. dig…
Feb 17, 2015
5105c09
Update POT/PO files Use fields.Date.from/to_string Fix bug in display…
Feb 17, 2015
cadbf1c
donation/report : Port to new API
Feb 18, 2015
29c6a1a
Add support for in-kind donations Add in-kind and tax-receipt options…
Feb 18, 2015
8b6efb7
Fix R/W access on user preferences
Feb 20, 2015
6f30e12
Prepare move to OCA : flake8, add OCA as author, add README.rst, upda…
Mar 28, 2015
db73b56
Write a real README.md for the project Fix flake8 warning
Mar 29, 2015
4943366
Add icons
Apr 5, 2015
847c62f
FIX donation_direct_debit in multi-company environement (don't use su…
Apr 10, 2015
b85cbba
Adapt YAML test to change in demo data
Apr 11, 2015
dcbeab0
Add cancel state on donations Allow to cancel donations linked to a p…
May 29, 2015
bcf4058
Fix color
alexis-via May 29, 2015
6fb634f
Update strings, POT file and some parts of FR translation
May 29, 2015
63fca8c
Align indentation for Pedro Fix PEP8 warning
Jun 1, 2015
d1968e5
Port all YAML tests to new API
Jun 3, 2015
0aed661
Add donation "viewer" group (in addition to "user" and "manager")
alexis-via Jul 16, 2015
2591bd2
Remove global field from ir.rule (it's a computed field !)
alexis-via Jul 20, 2015
c582256
prefix versions with 8.0
sbidoul Oct 9, 2015
25193db
Make modules uninstallable
pedrobaeza Oct 14, 2015
4411caa
Rename manifest files
pedrobaeza Oct 6, 2016
bb26354
Port donation, donation_bank_statement, donation_recurring, donation_…
alexis-via Oct 18, 2015
2c9c274
FIX pylint warnings
alexis-via Oct 18, 2015
ab40f5a
Start the update to new architecture explained in issue #22
alexis-via Jul 22, 2016
bdccd97
Port donation_direct_debit to v9
alexis-via Jul 22, 2016
3a5bb76
Add index=True on fields that are often searched
alexis-via Jul 24, 2016
a427fff
Factorise code
alexis-via Jul 25, 2016
49686ca
Add module donation_sale
alexis-via Jul 27, 2016
0ecd520
Port all modules (except donation_thanks) to v10
alexis-via Oct 12, 2016
cc7e3e3
FIX warning about display_name field
alexis-via Oct 19, 2016
6d0853a
Pylint fixes
alexis-via Nov 16, 2016
a4d513a
FIX crash
alexis-via Nov 16, 2016
05e3fd2
Port donation_thanks to v10 with report_py3o
alexis-via Dec 9, 2016
00741fd
Fix computed field
alexis-via Dec 9, 2016
2530bb1
Track change in total amount
alexis-via Jan 26, 2017
d935ffc
Tax receipt subtotal now includes donations in foreign currencies
alexis-via Jan 26, 2017
e9807d9
Add ACL for donation_tax_receipt
alexis-via Jan 30, 2017
3835037
Add ability to update tax receipt option on 'done' donations
alexis-via Feb 6, 2017
60d1be4
FIX multi-company issues in computed fields
alexis-via Jul 10, 2017
ec44447
Add access rights to default_user
alexis-via Jul 18, 2017
37d5104
Add multi-company rule for donation.report
alexis-via Aug 31, 2017
2e18ddf
donation: Fix Transifex
pedrobaeza Nov 21, 2017
92e0f8a
.travis.yml: Perform tests
pedrobaeza Nov 21, 2017
eb415ea
Fix drill-through
alexis-via Nov 30, 2017
d9663c6
donation: Add group by State
alexis-via Nov 30, 2017
d62fb25
Add statusbar_visible on state field
alexis-via Mar 21, 2018
0bfec63
remove obsolete .pot files [ci skip]
sbidoul Jun 15, 2018
ff83bdc
Use compute_sudo=True in field definition when needed
alexis-via Jun 20, 2018
9c761f0
Use related field in compute method to avoid multi-company issues
alexis-via Jul 9, 2018
c603ba1
Try to fix more multi-company record rule issues
alexis-via Jul 11, 2018
877c8cd
Fix tests on runbot
alexis-via Oct 2, 2018
68d21ab
New implementation for tests using account_minimal_test.xml
alexis-via Oct 2, 2018
46c694e
[MIG] Migration donation v10 to v11
nikul-serpentcs Oct 11, 2018
1c6582a
Added translation using Weblate (German)
kempleton Jan 25, 2019
70cb9ba
[IMP] move donation_date check to validation
tbaden Sep 30, 2019
3b2eeeb
Translated using Weblate (Spanish)
etobella Dec 19, 2019
971e91b
[MIG] Migration donation v11 to v12
nikul-serpentcs Sep 30, 2019
a0e4726
[IMP] donation: finish migration
Mar 12, 2020
6e58504
[FIX] donation: security issues
Jul 29, 2020
69f49d8
[IMP] donation: black, isort, prettier
albariera Jun 22, 2021
4c23a25
[IMP] donation: Migration to 13.0
albariera Jun 22, 2021
bafae00
[MIG] donation to odoo v14
alexis-via Aug 11, 2021
8119916
donation: add dedicated method to get income account for donation.line
alexis-via Aug 27, 2021
0e18a56
donation: add unicity sql constraint on bank_statement_line_id
alexis-via Sep 14, 2021
3a1b6ca
[FIX] donation: fix duplicate XMLID report_thanks
alexis-via Mar 15, 2022
029ee88
donation: now has a dedicated config page
alexis-via Apr 19, 2022
2e485e1
donation: fix validation of donation generated from bank statement
alexis-via Apr 20, 2022
03ea726
Show donation button on partner form view without condition
alexis-via Apr 20, 2022
a0cdfa3
donation: always write donation number on journal entry (on 'name' of…
alexis-via Aug 9, 2022
39a38af
[OU] donation: Add migration script
etobella Jun 7, 2022
76e3fa5
[MIG] donation from v14 to v16
alexis-via Mar 1, 2023
131c819
donation: various small improvements
alexis-via Mar 2, 2023
ec35672
donation: add validate_analytic in context
alexis-via Mar 8, 2023
7c6afdd
donation: add default analytic depending on product/account
alexis-via Mar 9, 2023
65e84da
donation: add donation in business_domain for analytic applicability
alexis-via Mar 14, 2023
7a40194
donation: migrate to detailed_type on product.template
alexis-via Mar 22, 2023
11031ab
Add module donation_bank_statement_oca
alexis-via May 1, 2023
f6f7c28
Update translation files
weblate May 15, 2023
3fb5a04
Translated using Weblate (Spanish)
Ivorra78 Aug 3, 2023
1ddb0eb
Update translation files
weblate Sep 3, 2023
a4032f4
Translated using Weblate (Spanish)
Ivorra78 Sep 5, 2023
ee26f14
Translated using Weblate (Spanish)
Ivorra78 Sep 20, 2023
fb6aff5
Translated using Weblate (Spanish)
Ivorra78 Sep 26, 2023
84ac311
Update translation files
weblate Oct 29, 2023
9be6a2c
[FIX] donation by direct debit
alexis-via Nov 20, 2023
7c73472
Added translation using Weblate (Italian)
mymage May 7, 2024
6b3d7e6
[FIX] Move code from donation to donation_direct_debit
alexis-via May 6, 2024
ab87994
[MIG] donation: Migration to 17.0
esteveblanch Aug 15, 2024
887d94e
Translate fixes
esteveblanch Aug 18, 2024
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151 changes: 151 additions & 0 deletions donation/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,151 @@
========
Donation
========

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:9a98f908b31390f0123ec3d830d465e40a0a55fbcea7ed88138bb7d19c8236d7
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/licence-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%2Fdonation-lightgray.png?logo=github
:target: https://github.com/OCA/donation/tree/17.0/donation
:alt: OCA/donation
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/donation-17-0/donation-17-0-donation
: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/donation&target_branch=17.0
:alt: Try me on Runboat

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

This module handles donations by cash, check or by credit transfer and
generate the corresponding journal entries and tax receipts. To fully
support donations by credit transfer, if you are using the OCA bank
statement reconcile interface, you also need the module
**donation_bank_statement_oca**.

This module will assist you in writing a thanks letter.

This module also supports in-kind donations (in-kind donations don't
generate any accounting entry but can generate a tax receipt).

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure this module, you need to:

- create donation products
- make sure you have an inbound payment mode for each payment mode
used to receive donations. This payment mode must be configured
with *Link to Bank Account* set to *Fixed* and with the donation
option active.
- if you wish to have a control amount on the donation, add the
users to the group *Donation Check Total*

If you receive donations via credit transfer, you must also:

- in the configuration page *Invoicing > Configuration > Settings*, in
the *Donations* section, select the product that will be used for
donations by credit transfer.
- on the bank journals corresponding to the bank accounts on which you
receive donations by credit transfer, in the *Payments Configuration*
tab, select the *Donation by credit transfer account*. This account
must allow reconciliation.
- Make sure that the accountant that processes bank statements has
*User* access level or higher on the *Donation* application.

Usage
=====

This module handles donations by cash, check or by credit transfer:

- for donation by cash or check, you should first create a new donation
and validate it. Then, if you have the module *account_check_deposit*
from the project
`OCA/account-financial-tools <https://github.com/OCA/account-financial-tools>`__,
you can create a check deposit.
- for a donation by credit transfer, the process is different: import
your bank statement file and, while processing it, you will see a
donation button that allow you to create a new donation directly from
the bank statement reconcile interface.

When you validate a donation:

- it will create a journal entry that goes directly from the revenue
account to the payment account without going through a receivable
account.
- if the tax receipt option of the donor is configured as *For Each
Donation* and the product of the donation line is eligible to a tax
receipt, it will generate the tax receipt.

To have some statistics about the donations, go to the menu Donation >
Reporting > Donations Analysis.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/donation/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/donation/issues/new?body=module:%20donation%0Aversion:%2017.0%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
-------

* Barroux Abbey
* Akretion

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

- Brother Bernard <informatique - at - barroux.org>
- Brother Irénée (Barroux Abbey)
- Alexis de Lattre <[email protected]>
- Serpent Consulting Services Pvt. Ltd. <[email protected]>
- Nikul Chaudhary <[email protected]>
- Esteve Blanch <[email protected]>

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.

.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
:target: https://github.com/alexis-via
:alt: alexis-via

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-alexis-via|

This module is part of the `OCA/donation <https://github.com/OCA/donation/tree/17.0/donation>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions donation/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
from . import models
from . import report
from . import wizard
from .post_install import update_account_payment_mode
36 changes: 36 additions & 0 deletions donation/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,36 @@
# Copyright 2014-2021 Barroux Abbey (http://www.barroux.org)
# Copyright 2014-2021 Akretion France
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Donation",
"version": "17.0.1.0.0",
"category": "Accounting",
"license": "AGPL-3",
"summary": "Manage donations",
"author": "Barroux Abbey, Akretion, Odoo Community Association (OCA)",
"maintainers": ["alexis-via"],
"website": "https://github.com/OCA/donation",
"depends": ["donation_base", "account_payment_mode"],
"data": [
"security/donation_security.xml",
"security/ir.model.access.csv",
"wizard/tax_receipt_option_switch_view.xml",
"wizard/donation_validate_view.xml",
"views/donation_tax_receipt.xml",
"views/donation.xml",
"wizard/res_config_settings.xml",
"data/donation_sequence.xml",
"views/account_payment_mode.xml",
"views/donation_campaign.xml",
"views/donation_thanks_template.xml",
"views/res_users.xml",
"views/res_partner.xml",
"report/donation_report_view.xml",
"report/donation_thanks_view.xml",
"report/donation_thanks_report.xml",
],
"post_init_hook": "update_account_payment_mode",
"demo": ["demo/donation_demo.xml"],
"installable": True,
}
20 changes: 20 additions & 0 deletions donation/data/donation_sequence.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,20 @@
<?xml version="1.0" encoding="utf-8" ?>
<!--
Copyright 2021 Akretion France (http://www.akretion.com/)
@author: Alexis de Lattre <[email protected]>
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-->
<odoo noupdate="1">


<record id="donation_seq" model="ir.sequence">
<field name="name">Donation</field>
<field name="code">donation.donation</field>
<field name="prefix">DON-%(year)s-</field>
<field name="padding">4</field>
<field name="use_date_range" eval="True" />
<field name="company_id" eval="False" />
</record>


</odoo>
25 changes: 25 additions & 0 deletions donation/demo/donation_demo.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,25 @@
<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="quest_origin" model="donation.campaign">
<field name="code">Q1</field>
<field name="name">Quest Christmas 2015</field>
</record>
<record id="prospecting_origin" model="donation.campaign">
<field name="code">P1</field>
<field name="name">Prospecting 2016</field>
</record>
<record id="catalog_origin" model="donation.campaign">
<field name="code">C1</field>
<field name="name">Catalog Q1 2016</field>
</record>
<record id="base.user_demo" model="res.users">
<field name="groups_id" eval="[(4, ref('group_donation_user'))]" />
</record>
<record id="base.main_company" model="res.company">
<field
name="donation_credit_transfer_product_id"
ref="donation_base.product_product_donation"
/>
</record>

</odoo>
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