Cooperators
Manage your cooperators
Cooperators
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
Installation
## Migrating from easy_my_coop* to cooperator modules
Run this command before updating your modules
cat rename_deprecated_modules.py | ./odoo/odoo-bin shell -c odoo.conf --no-http --stop-after-init -d <db-name>
## Deploying with pip
We used [odoo setup tools](https://pypi.org/project/setuptools-odoo/#packaging-a-single-addon) to generate the pypi files from the odoo manifests. To deploy any packaged module, so that odoo can later install them, you can create a venv with this name (it's git-ignored) `shell python -m venv venv ` And then pip-install them [from pypi](https://pypi.org/user/coopdevs/).
### Example
For instance, for the addon cooperator_portal
pip install odoo14-addon-cooperator-portal==14.0.1.0.0.99.dev9
Beware that for word separation, pypi uses dashes - and odoo underscores _.
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: 1. removing a potential redundancy between the boolean field "representative" and the address type "representative". 2. 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_caveats: the cooperator localization modules will have to be splitted in order to install the cooperator module without the cooperator_website module.
Changelog
12.0.5.3.0 (2022-09-05)
Improved Documentation
- Adding USAGE.rst to inform that localization modules are necessary. (#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)
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Coop IT Easy SC
Contributors
- Coop IT Easy SC:
- 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.
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 project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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