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membership_extension
<h1 class="title">Membership extension</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/vertical-association/tree/16.0/membership_extension"><img alt="OCA/vertical-association" src="https://img.shields.io/badge/github-OCA%2Fvertical--association-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/vertical-association-16-0/vertical-association-16-0-membership_extension"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/208/16.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module extends Odoo's membership management with the following features:</p>
<ul class="simple">
<li>Membership category</li>
<li>Membership lines editable</li>
<li>Do not calculate membership state from invoice status</li>
<li>Start date of last membership period</li>
<li>Partner's with member lines can't be deleted.</li>
<li>When a partner has an associated member there is the option to make member
start date independent from the associated member one so joining dates can be
tracked for those members.</li>
<li>Adds a category for Membership management security group so a user with only
that permission can access to the membership menu.</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p>Users can define membership categories in Association > Configuration > Membership Categories
Then go to membership products and set a category to each one.</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>Membership categories allow to classify memberships by types, allowing a
partner to be member or not of the different categories. For example, if you
have several levels of partnership (Starter, Silver, Gold) and one product
for each one, then partners who buy Silver product will have Silver membership
category. Afterwords, you can filter Silver members.</p>
<p>Membership lines are created when a membership product is invoiced, like in
Odoo standard version. But now users can create a new membership line without
creating an invoice.</p>
<p>Also, users can edit membership line dates and state even if an invoice is
not related with it.</p>
<p>You will see a general membership status at partner level that specifies if
it's a member of any category or not, and also a detail status per
membership category.</p>
<p>To make member start date independent from the associated member one, check the
option <em>Adhered member</em> in the membership tab of the partner who is associating.
A start date will now be available to edit.</p>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/vertical-association/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/vertical-association/issues/new?body=module:%20membership_extension%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id4">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
<li>Onestein</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<ul class="simple">
<li>Antonio Espinosa <<a class="reference external" href="mailto:antonio.espinosa@tecnativa.com">antonio.espinosa@tecnativa.com</a>></li>
<li>Pedro M. Baeza <<a class="reference external" href="mailto:pedro.baeza@tecnativa.com">pedro.baeza@tecnativa.com</a>></li>
<li>David Vidal <<a class="reference external" href="mailto:david.vidal@tecnativa.com">david.vidal@tecnativa.com</a>></li>
<li>Rafael Blasco <<a class="reference external" href="mailto:rafael.blasco@tecnativa.com">rafael.blasco@tecnativa.com</a>></li>
<li>Luis M. Ontalba <<a class="reference external" href="mailto:luis.martinez@tecnativa.com">luis.martinez@tecnativa.com</a>></li>
<li>Alberto MartÃn Cortada <<a class="reference external" href="mailto:alberto.martin@guadaltech.es">alberto.martin@guadaltech.es</a>></li>
<li>Andrea Stirpe <<a class="reference external" href="mailto:a.stirpe@onestein.nl">a.stirpe@onestein.nl</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id7">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/vertical-association/tree/16.0/membership_extension">OCA/vertical-association</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>