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[18.0][MIG] Migration of subscription_oca to 18.0 #1245
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243cbeb
18 contract multi invoice line wip
tobiaszehntner 1310db1
[15.0][ADD] subscription_oca
carlos-domatix 6204825
[IMP] subscription_oca: tests
ilyasProgrammer b58dfce
[IMP] subscription_oca: refactoring
ilyasProgrammer f6a812c
Added translation using Weblate (Spanish)
Ivorra78 f14f551
[MIG] subscription_oca: Migration to 16.0
carolina-domatix b21c556
[IMP] subscription_oca: tests
ilyasProgrammer fc9563f
[IMP] subscription_oca: tests adjustments
carolina-domatix 7b40e77
[UPD] Update subscription_oca.pot
6618fd9
[BOT] post-merge updates
OCA-git-bot 4462d6b
Added translation using Weblate (French)
gregory-moka f74cbed
Added translation using Weblate (Dutch)
ThijsvOers a08cc2d
Translated using Weblate (Dutch)
ThijsvOers 7ef95b4
Added translation using Weblate (Italian)
mymage 17770a1
[IMP] subscription_oca: pre-commit auto fixes
Tisho99 71b733a
[MIG] subscription_oca: Migration to 17.0
Tisho99 f922002
[UPD] Update subscription_oca.pot
fd21e8c
[BOT] post-merge updates
OCA-git-bot 4d5bcda
Update translation files
weblate 35dfb35
Translated using Weblate (Italian)
mymage c629e50
Translated using Weblate (Finnish)
jarmokortetjarvi 0eb6072
Translated using Weblate (Turkish)
metingulsoy a164f25
[UPD] Update subscription_oca.pot
137ceb1
Update translation files
weblate afd5506
Translated using Weblate (Italian)
mymage 8a19f8f
Translated using Weblate (Turkish)
c9e295d
[IMP] subscription_oca: pre-commit auto fixes
tobiaszehntner 54f1d93
[MIG] subscription_oca: Migration to 18.0
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| Original file line number | Diff line number | Diff line change |
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| ======================= | ||
| Subscription management | ||
| ======================= | ||
|
|
||
| .. | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! This file is generated by oca-gen-addon-readme !! | ||
| !! changes will be overwritten. !! | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
| !! source digest: sha256:7ce64c258eeb9f3fbecdec056e16c8e966b2f0b456800d16120468a925be2fea | ||
| !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
|
|
||
| .. |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 | ||
|
|
||
| |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** | ||
|
|
||
| .. 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 | ||
| ====================== | ||
|
|
||
| - 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 | ||
| =========== | ||
|
|
||
| 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 | ||
| ------- | ||
|
|
||
| * Domatix | ||
| * Onestein | ||
|
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| Contributors | ||
| ------------ | ||
|
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||
| - Carlos Martínez <carlos@domatix.com> | ||
| - Carolina Ferrer <carolina@domatix.com> | ||
| - `Ooops404 <https://www.ooops404.com>`__: | ||
|
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||
| - Ilyas <irazor147@gmail.com> | ||
|
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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 <d.sluijk@onestein.nl> | ||
|
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||
| 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. | ||
|
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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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| Original file line number | Diff line number | Diff line change |
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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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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,13 @@ | ||
| <?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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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,71 @@ | ||
| <?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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noupdate="1". Some values could be edited by a user (prefix,paddingetc)