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[18.0][MIG] Migration of subscription_oca to 18.0 #1304
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096a69b
[15.0][ADD] subscription_oca
carlos-domatix 6067fcc
[IMP] subscription_oca: tests
ilyasProgrammer 7e7cc06
[IMP] subscription_oca: refactoring
ilyasProgrammer 81dac6c
Added translation using Weblate (Spanish)
Ivorra78 5440a93
[MIG] subscription_oca: Migration to 16.0
carolina-domatix 4d1d148
[IMP] subscription_oca: tests
ilyasProgrammer d1843ae
[IMP] subscription_oca: tests adjustments
carolina-domatix 1cd57d6
[UPD] Update subscription_oca.pot
7f1d580
[BOT] post-merge updates
OCA-git-bot b7c8a8d
Added translation using Weblate (French)
gregory-moka d81ef51
Added translation using Weblate (Dutch)
ThijsvOers e9fa014
Translated using Weblate (Dutch)
ThijsvOers f70b8e3
Added translation using Weblate (Italian)
mymage ed32eff
[IMP] subscription_oca: pre-commit auto fixes
Tisho99 a2e9860
[MIG] subscription_oca: Migration to 17.0
Tisho99 564e0d1
[UPD] Update subscription_oca.pot
943229b
[BOT] post-merge updates
OCA-git-bot 7eb8fb1
Update translation files
weblate 9d0eb4e
Translated using Weblate (Italian)
mymage e988a68
Added translation using Weblate (Finnish)
jarmokortetjarvi 6496831
Translated using Weblate (Finnish)
jarmokortetjarvi ac8e53f
Added translation using Weblate (Turkish)
metingulsoy 4f74236
Translated using Weblate (Turkish)
metingulsoy b798cfc
Translated using Weblate (Turkish)
metingulsoy 88f3426
[UPD] Update subscription_oca.pot
18a5492
Update translation files
weblate b0eac54
Translated using Weblate (Italian)
mymage 70fe8b3
Translated using Weblate (Turkish)
f36e8cb
Added translation using Weblate (Catalan)
mtbochaca 0cb7277
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mtbochaca d182208
[MIG] subscription: Migration to 18.0
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| ======================= | ||
| Subscription management | ||
| ======================= | ||
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| .. | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! This file is generated by oca-gen-addon-readme !! | ||
| !! changes will be overwritten. !! | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! source digest: sha256:7ce64c258eeb9f3fbecdec056e16c8e966b2f0b456800d16120468a925be2fea | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
|
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||
| .. |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%2Fcontract-lightgray.png?logo=github | ||
| :target: https://github.com/OCA/contract/tree/18.0/subscription_oca | ||
| :alt: OCA/contract | ||
| .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
| :target: https://translation.odoo-community.org/projects/contract-18-0/contract-18-0-subscription_oca | ||
| :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/contract&target_branch=18.0 | ||
| :alt: Try me on Runboat | ||
|
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| |badge1| |badge2| |badge3| |badge4| |badge5| | ||
|
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| This module allows creating subscriptions that generate recurring | ||
| invoices or orders. It also enables the sale of products that generate | ||
| subscriptions. | ||
|
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| **Table of contents** | ||
|
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| .. contents:: | ||
| :local: | ||
|
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| Usage | ||
| ===== | ||
|
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| To make a subscription: | ||
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| 1. Go to *Subscriptions > Configuration > Subscription templates*. | ||
| 2. Create the templates you consider, choosing the billing frequency: | ||
| daily, monthly... and the method of creating the invoice and/or | ||
| order. | ||
| 3. Go to *Subscription > Subscriptions*. | ||
| 4. Create a subscription and indicate the start date. When the | ||
| *Subscriptions Management* cron job is executed, the subscription | ||
| will begin and the first invoice will be created if the execution | ||
| date matches the start date. The invoice will also be created when | ||
| the execution date matches the next invoice date. Additionally, you | ||
| can manually change the subscription status and create an invoice by | ||
| using the *Create Invoice* button. This action creates just an | ||
| invoice even if the subscription template has the *Sale Order & | ||
| Invoice* option selected, because the *Invoicing mode* option is | ||
| triggered through the cron job. | ||
| 5. The cron job will also end the subscription if its end date has been | ||
| reached. | ||
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| To create subscriptions with the sale of a product: | ||
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| 1. Go to *Subscriptions > Subscriptions > Products*. | ||
| 2. Create the product and in the sales tab, complete the fields | ||
| *Subscribable product* and *Subscription template* | ||
| 3. Create a sales order with the product and confirm it. | ||
|
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| Known issues / Roadmap | ||
| ====================== | ||
|
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| - Refactor all the onchanges that have business logic to computed | ||
| write-able fields when possible. Keep onchanges only for UI purposes. | ||
| - Add tests. | ||
|
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| Bug Tracker | ||
| =========== | ||
|
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||
| Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/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/contract/issues/new?body=module:%20subscription_oca%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
|
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| Do not contact contributors directly about support or help with technical issues. | ||
|
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| Credits | ||
| ======= | ||
|
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| Authors | ||
| ------- | ||
|
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| * Domatix | ||
| * Onestein | ||
|
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| Contributors | ||
| ------------ | ||
|
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| - Carlos Martínez <[email protected]> | ||
| - Carolina Ferrer <[email protected]> | ||
| - `Ooops404 <https://www.ooops404.com>`__: | ||
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| - Ilyas <[email protected]> | ||
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| - `Sygel <https://www.sygel.es>`__: | ||
|
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| - Harald Panten | ||
| - Valentin Vinagre | ||
| - Alberto Martínez | ||
|
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| - Dennis Sluijk <[email protected]> | ||
|
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| Maintainers | ||
| ----------- | ||
|
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| This module is maintained by the OCA. | ||
|
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||
| .. image:: https://odoo-community.org/logo.png | ||
| :alt: Odoo Community Association | ||
| :target: https://odoo-community.org | ||
|
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| 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. | ||
|
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| This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/18.0/subscription_oca>`_ project on GitHub. | ||
|
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| You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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| from . import models | ||
| from . import wizard |
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| # Copyright 2023 Domatix - Carlos Martínez | ||
| # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
| { | ||
| "name": "Subscription management", | ||
| "summary": "Generate recurring invoices.", | ||
| "version": "18.0.1.0.0", | ||
| "development_status": "Beta", | ||
| "category": "Subscription Management", | ||
| "website": "https://github.com/OCA/contract", | ||
| "license": "AGPL-3", | ||
| "author": "Domatix, Onestein, Odoo Community Association (OCA)", | ||
| "depends": ["sale_management", "account"], | ||
| "data": [ | ||
| "views/product_template_views.xml", | ||
| "views/account_move_views.xml", | ||
| "views/sale_subscription_views.xml", | ||
| "views/sale_subscription_stage_views.xml", | ||
| "views/sale_subscription_tag_views.xml", | ||
| "views/sale_subscription_template_views.xml", | ||
| "views/sale_order_views.xml", | ||
| "views/res_partner_views.xml", | ||
| "data/ir_cron.xml", | ||
| "data/sale_subscription_data.xml", | ||
| "wizard/close_subscription_wizard.xml", | ||
| "security/ir.model.access.csv", | ||
| ], | ||
| "installable": True, | ||
| "application": True, | ||
| } | ||
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| <?xml version="1.0" encoding="utf-8" ?> | ||
| <odoo noupdate="1"> | ||
| <record id="ir_cron_subscription_management" model="ir.cron"> | ||
| <field name="name">Subscriptions management</field> | ||
| <field eval="True" name="active" /> | ||
| <field name="user_id" ref="base.user_root" /> | ||
| <field name="interval_number">24</field> | ||
| <field name="interval_type">hours</field> | ||
| <field ref="model_sale_subscription" name="model_id" /> | ||
| <field name="state">code</field> | ||
| <field name="code">model.cron_subscription_management()</field> | ||
| </record> | ||
| </odoo> |
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| <?xml version="1.0" encoding="utf-8" ?> | ||
| <odoo> | ||
| <data noupdate="1"> | ||
| <record id="seq_id" model="ir.sequence"> | ||
| <field name="name">sale_subscription_sequencer</field> | ||
| <field name="code">sale.subscription</field> | ||
| <field name="prefix">SUB</field> | ||
| <field name="padding">5</field> | ||
| </record> | ||
|
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| <record id="subscription_stage_draft" model="sale.subscription.stage"> | ||
| <field name="name">Draft</field> | ||
| <field name="sequence">0</field> | ||
| <field name="type">draft</field> | ||
| <field name="description"> | ||
| Draft, still working on the specifics. | ||
| </field> | ||
| <field eval="False" name="fold" /> | ||
| </record> | ||
|
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| <record id="subscription_stage_ready" model="sale.subscription.stage"> | ||
| <field name="name">Ready to start</field> | ||
| <field name="sequence">1</field> | ||
| <field name="type">pre</field> | ||
| <field name="description"> | ||
| A subscription is ready to start when is not marked as in progress but it can be at any moment. If there's no 'Closed'-type stage defined, when a subscription comes to an end by automatic means, it will be marked with this stage. | ||
| </field> | ||
| <field eval="False" name="fold" /> | ||
| </record> | ||
|
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| <record id="subscription_stage_in_progress" model="sale.subscription.stage"> | ||
| <field name="name">In progress</field> | ||
| <field name="sequence">2</field> | ||
| <field name="type">in_progress</field> | ||
| <field eval="False" name="fold" /> | ||
| <field name="description"> | ||
| As an 'In progress'-type of stage, it will trigger the recurring invoicing process if applicable. If this stage is the first - sequence order - of the available 'In progress' types and there's a stage change from any other non-'In progress' types to this one, an invoice will be created automatically if the start date is the present day. | ||
| </field> | ||
| </record> | ||
|
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| <record id="subscription_stage_closed" model="sale.subscription.stage"> | ||
| <field name="name">Closed</field> | ||
| <field name="sequence">3</field> | ||
| <field name="type">post</field> | ||
| <field eval="False" name="fold" /> | ||
| <field name="description"> | ||
| The final stage of a subscription. There are two ways to mark a subscription as closed. The easiest one is using the kanban card-moving capabilities, pressing the 'Close subscription' button (only available if a subscription is in progress). | ||
| </field> | ||
| </record> | ||
| </data> | ||
|
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| <record id="close_reason_expensive" model="sale.subscription.close.reason"> | ||
| <field name="name">The subscription is too expensive</field> | ||
| </record> | ||
|
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| <record id="close_reason_requirement" model="sale.subscription.close.reason"> | ||
| <field name="name">Subscription does not meet my requirements</field> | ||
| </record> | ||
|
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| <record id="close_reason_ended" model="sale.subscription.close.reason"> | ||
| <field name="name">The subscription ended</field> | ||
| </record> | ||
|
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| <record id="close_reason_use" model="sale.subscription.close.reason"> | ||
| <field name="name">I don't really use it</field> | ||
| </record> | ||
|
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| <record id="close_reason_other" model="sale.subscription.close.reason"> | ||
| <field name="name">Other</field> | ||
| </record> | ||
| </odoo> |
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@tarteo Are you really author? Migration does not mean necessarily you become one.
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See previous PRs on this module. We've put alot of time in this module...
#1058