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9005ffb
Initial check-in with several modules.
Apr 4, 2014
930700a
add company_id field on donation request add acl for mass.request.tra…
brother-bernard Apr 4, 2014
7ee63fb
Remove temporary file that was added my mistake.
Apr 4, 2014
f941d86
1. Renamed fields donator -> donor and donation_ok -> donation 2. Add…
brother-bernard Apr 15, 2014
6c064d2
enhancements of donation move lines : ref and link to partner donatio…
brother-bernard May 7, 2014
2b541bd
Add support for analytic accounting in donation and mass. Add support…
May 13, 2014
8c4d5e4
Delete mass when putting a donation in back2draft Block deletion of m…
May 13, 2014
12e7bb9
Add wizard to swap celebrants. Add monetary widget in form views.
May 13, 2014
76dd246
PEP8 updates Add support for account move generation on mass transfer…
May 13, 2014
b2a3181
Return True to avoid a warning. Small change in account move ref.
May 15, 2014
0777ff7
Fix for duplication of a partner (inherit of copy() was needed)
May 16, 2014
e8738aa
Add title in partner_name on stay Donors are res.parter with customer…
May 16, 2014
9a1a46a
Add graph views and group_by in search view for BI Add field amount_t…
Jun 12, 2014
9a96f50
Add donation count on partner form Update icon Update comments
Jun 13, 2014
3df7e63
Add ir.rule for multi-company for donation, tax receipts and mass.
Jun 13, 2014
69cd45c
Add sheet tags to have the statusbar on the right.
Jun 13, 2014
ae3aa62
Small improvements to donation campaigns
Jun 13, 2014
1c7ffab
Rename method to respect coding conventions.
Jun 13, 2014
b3e846a
Rename field donation_campaign_id to campaign_id FIX invalidation of …
Jun 13, 2014
f24bdb1
Handle multi-company in default journal selection.
Jun 14, 2014
e6c3b78
Donation number is the sequence of the account.move (same as with inv…
Jun 14, 2014
2e2768f
Remove code from journal (sequence for journals don't have a seq type)
Jun 14, 2014
7c76e89
Add demo data for mass requests Update mass prices Add graph view for…
Jun 14, 2014
eb5cb45
Multiple small enhancements Add constraints on room in stay module Ad…
Jul 3, 2014
f6280f1
Update layout of options in product view. Adapt to v8 for product.tem…
Jul 3, 2014
b3189bc
When a field is added on product.template, we must only inherit the t…
Jul 3, 2014
b324c1e
Product menu entries now point to product.template, to be coherent wi…
Jul 3, 2014
facaad9
Hide Donation menu for users that are not part of the Donation group …
Jul 4, 2014
b2e3838
Convert webkit stay journal to qweb Add company_id field i stay views…
Sep 4, 2014
13073ad
Fix v8 regression.
Oct 8, 2014
f41f63f
Update the management of payment methods and currencies Use copy= in …
Oct 8, 2014
8440d4f
Add payment_ref on donation Update donation from stay wizard followin…
Oct 8, 2014
307fe33
Add module donation_recurring to handle recurring donations Add modul…
Oct 9, 2014
f5c952f
Update product_id_change to add an argument Remove dependancy of dona…
Oct 9, 2014
d38f785
Add module donation_bank_statement Re-org donation form view with a n…
Oct 10, 2014
ac83082
Call super() on default_get
Oct 20, 2014
f6e2b6c
Remove a comment (it now works !)
Oct 20, 2014
346b511
Add demo data.
Oct 21, 2014
1275df4
FIX on_change on products for v8 Temporarily disable demo data on don…
Oct 21, 2014
f1704be
Add country_id on donations for statistics
Oct 21, 2014
98b2217
Also add country_id on the donation reporting
Oct 22, 2014
d92485b
Add access right on analytic line to donation user
Nov 21, 2014
ee36593
Add/update demo data color=red for suspended recurring donation in tr…
Nov 22, 2014
eb42165
Add tracking and chatter on donation Remove create_uid on donation.do…
Nov 30, 2014
3ee7221
Port to new API Add default donation tax receipt report Small usabili…
Dec 23, 2014
97d8ca0
Port donation_bank_statement to the new API Add demo data in module d…
Dec 23, 2014
b32053b
Add readonly=True on all related fields, to avoid access right issues
Dec 30, 2014
686444f
Add company_id in donation tree view
Jan 11, 2015
ae07dda
FIX in multi-company setups copy= in field definition is a boolean
Jan 12, 2015
8a23408
Auto-add demo user to user-level groups, for easier testing
Jan 13, 2015
d658b46
copy=False is the default on one2many fields Can't put a one2many fie…
Jan 16, 2015
be68a38
stay: don't set refectory when no_meals option active on stay Add tes…
Jan 30, 2015
0fc4212
Add yaml test for annual tax receipts Move the content of donation/pr…
Jan 31, 2015
2ddd621
Start to replace name_get by display_name (better use of new API)
Feb 2, 2015
a5eab43
Add field Remaining offering, to control the amount in accouting. dig…
Feb 17, 2015
634297c
Update POT/PO files Use fields.Date.from/to_string Fix bug in display…
Feb 17, 2015
07a2b51
donation/report : Port to new API
Feb 18, 2015
741c75d
Add support for in-kind donations Add in-kind and tax-receipt options…
Feb 18, 2015
ac87cbf
Fix R/W access on user preferences
Feb 20, 2015
bf47014
Prepare move to OCA : flake8, add OCA as author, add README.rst, upda…
Mar 28, 2015
c167162
Write a real README.md for the project Fix flake8 warning
Mar 29, 2015
e0a445e
Add icons
Apr 5, 2015
70c97a2
FIX donation_direct_debit in multi-company environement (don't use su…
Apr 10, 2015
2340635
Adapt YAML test to change in demo data
Apr 11, 2015
43d295f
Add cancel state on donations Allow to cancel donations linked to a p…
May 29, 2015
1493f3c
Fix color
alexis-via May 29, 2015
3b7ae99
Update strings, POT file and some parts of FR translation
May 29, 2015
346f84d
Align indentation for Pedro Fix PEP8 warning
Jun 1, 2015
519a5cb
Port all YAML tests to new API
Jun 3, 2015
557c987
Add donation "viewer" group (in addition to "user" and "manager")
alexis-via Jul 16, 2015
5c88268
Remove global field from ir.rule (it's a computed field !)
alexis-via Jul 20, 2015
4ff62bb
prefix versions with 8.0
sbidoul Oct 9, 2015
2d5a407
Make modules uninstallable
pedrobaeza Oct 14, 2015
b94ac13
Rename manifest files
pedrobaeza Oct 6, 2016
5b1be0f
Port donation, donation_bank_statement, donation_recurring, donation_…
alexis-via Oct 18, 2015
7b0c3be
FIX pylint warnings
alexis-via Oct 18, 2015
c4d5b2e
Start the update to new architecture explained in issue #22
alexis-via Jul 22, 2016
2ef190a
Port donation_direct_debit to v9
alexis-via Jul 22, 2016
a053f27
Add index=True on fields that are often searched
alexis-via Jul 24, 2016
ad13dc7
Factorise code
alexis-via Jul 25, 2016
93e8bec
Add module donation_sale
alexis-via Jul 27, 2016
a1d05e1
Port all modules (except donation_thanks) to v10
alexis-via Oct 12, 2016
60deff4
FIX warning about display_name field
alexis-via Oct 19, 2016
db9a609
Pylint fixes
alexis-via Nov 16, 2016
cddb1df
FIX crash
alexis-via Nov 16, 2016
5cc4563
Port donation_thanks to v10 with report_py3o
alexis-via Dec 9, 2016
0330265
Fix computed field
alexis-via Dec 9, 2016
006557a
Track change in total amount
alexis-via Jan 26, 2017
d4be15b
Tax receipt subtotal now includes donations in foreign currencies
alexis-via Jan 26, 2017
8a67920
Add ACL for donation_tax_receipt
alexis-via Jan 30, 2017
dff87d2
Add ability to update tax receipt option on 'done' donations
alexis-via Feb 6, 2017
2c320fe
FIX multi-company issues in computed fields
alexis-via Jul 10, 2017
5997877
Add access rights to default_user
alexis-via Jul 18, 2017
d2cdc60
Add multi-company rule for donation.report
alexis-via Aug 31, 2017
13ab0bb
donation: Fix Transifex
pedrobaeza Nov 21, 2017
c795046
.travis.yml: Perform tests
pedrobaeza Nov 21, 2017
b968435
Fix drill-through
alexis-via Nov 30, 2017
208bda7
donation: Add group by State
alexis-via Nov 30, 2017
83a120b
OCA Transbot updated translations from Transifex
oca-transbot Mar 17, 2018
4fbf951
Add statusbar_visible on state field
alexis-via Mar 21, 2018
820bbc8
remove obsolete .pot files [ci skip]
sbidoul Jun 15, 2018
18611cb
Use compute_sudo=True in field definition when needed
alexis-via Jun 20, 2018
bf84f33
Use related field in compute method to avoid multi-company issues
alexis-via Jul 9, 2018
5ca3b75
Try to fix more multi-company record rule issues
alexis-via Jul 11, 2018
fbf2bda
Fix tests on runbot
alexis-via Oct 2, 2018
c0d1ea4
New implementation for tests using account_minimal_test.xml
alexis-via Oct 2, 2018
8a09965
Update donation.pot
oca-travis Oct 2, 2018
6902a77
[MIG] Migration donation v10 to v11
nikul-serpentcs Oct 11, 2018
0fdecf4
Added translation using Weblate (German)
kempleton Jan 25, 2019
21cd3bf
[IMP] move donation_date check to validation
tbaden Sep 30, 2019
ef25267
Translated using Weblate (Spanish)
etobella Dec 19, 2019
cf748f9
[MIG] Migration donation v11 to v12
nikul-serpentcs Sep 30, 2019
69b7527
[IMP] donation: finish migration
Mar 12, 2020
33a9732
[FIX] donation: security issues
Jul 29, 2020
f801c03
[UPD] README.rst
OCA-git-bot Feb 26, 2021
713e769
[IMP] donation: black, isort, prettier
albariera Jun 22, 2021
a9c16da
[IMP] donation: Migration to 13.0
albariera Jun 22, 2021
67c62c2
[MIG] donation to odoo v14
alexis-via Aug 11, 2021
aea240f
donation: add dedicated method to get income account for donation.line
alexis-via Aug 27, 2021
b8d8882
donation: add unicity sql constraint on bank_statement_line_id
alexis-via Sep 14, 2021
b6a919c
[UPD] Update donation.pot
oca-travis Oct 23, 2021
f174e47
[UPD] README.rst
OCA-git-bot Oct 23, 2021
a17c677
[FIX] donation: fix duplicate XMLID report_thanks
alexis-via Mar 15, 2022
28ddb44
donation 14.0.1.1.0
OCA-git-bot Mar 20, 2022
c490d96
donation: now has a dedicated config page
alexis-via Apr 19, 2022
54d04a2
donation: fix validation of donation generated from bank statement
alexis-via Apr 20, 2022
95a5fcd
Show donation button on partner form view without condition
alexis-via Apr 20, 2022
e63d3f4
[UPD] Update donation.pot
oca-travis Aug 8, 2022
b2c78bb
donation 14.0.1.2.0
OCA-git-bot Aug 8, 2022
e2a4cb8
Update translation files
oca-transbot Aug 8, 2022
a92eb47
donation: always write donation number on journal entry (on 'name' of…
alexis-via Aug 9, 2022
0140e03
donation 14.0.1.3.0
OCA-git-bot Aug 9, 2022
f5c71ab
[OU] donation: Add migration script
etobella Jun 7, 2022
95151a3
donation 14.0.1.3.1
OCA-git-bot Feb 24, 2023
f358336
[MIG] donation from v14 to v16
alexis-via Mar 1, 2023
51313b3
donation: various small improvements
alexis-via Mar 2, 2023
11e4ccd
donation: add validate_analytic in context
alexis-via Mar 8, 2023
0e13ca0
donation: add default analytic depending on product/account
alexis-via Mar 9, 2023
d2c76e8
donation: add donation in business_domain for analytic applicability
alexis-via Mar 14, 2023
42de4e8
donation: migrate to detailed_type on product.template
alexis-via Mar 22, 2023
74ff904
Add module donation_bank_statement_oca
alexis-via May 1, 2023
ecfa523
[UPD] Update donation.pot
May 15, 2023
d1f8c91
[UPD] README.rst
OCA-git-bot May 15, 2023
5092cf8
Update translation files
weblate May 15, 2023
335c782
Translated using Weblate (Spanish)
Ivorra78 Aug 3, 2023
31338a7
[UPD] README.rst
OCA-git-bot Sep 3, 2023
94a1366
[UPD] Update donation.pot
Sep 3, 2023
fe372b1
Update translation files
weblate Sep 3, 2023
b5a7d5a
Translated using Weblate (Spanish)
Ivorra78 Sep 5, 2023
1d07f8a
Translated using Weblate (Spanish)
Ivorra78 Sep 20, 2023
35421da
Translated using Weblate (Spanish)
Ivorra78 Sep 26, 2023
f4fc2ca
[UPD] Update donation.pot
Oct 27, 2023
473adb2
Update translation files
weblate Oct 29, 2023
dc6d1b2
[FIX] donation by direct debit
alexis-via Nov 20, 2023
faa941a
Added translation using Weblate (Italian)
mymage May 7, 2024
a773570
[FIX] Move code from donation to donation_direct_debit
alexis-via May 6, 2024
d64a4f6
[BOT] post-merge updates
OCA-git-bot May 27, 2024
704d784
[FIX] donation: fix currency widget
alexis-via Nov 25, 2024
dbd6b42
[BOT] post-merge updates
OCA-git-bot Nov 25, 2024
a6228ae
Translated using Weblate (Italian)
mymage Jan 20, 2025
4354f89
[IMP] donation: force empty domain
alexis-via May 22, 2025
0a2ae73
[BOT] post-merge updates
OCA-git-bot May 22, 2025
3b2e6df
[IMP] donation: pre-commit execution
Jun 3, 2025
97d1c79
[MIG] donation: Migration to 18.0
Jun 3, 2025
597b178
remove warnings in pre-commit
makayabou Jul 10, 2025
0cb7313
18.0 Mig Donation-alternative
Jul 24, 2025
8695bb4
18.0 Mig Donation-alternative
Jul 24, 2025
faeabc3
fixup! 18.0 Mig Donation-alternative
Aug 12, 2025
37985b7
[IMP]depends only on donation_base
Aug 20, 2025
5f99e17
Merge branch '18.0-mig-donation' of https://github.com/akretion/donat…
makayabou Sep 1, 2025
3a12a7c
[MIG] donation: Migration to 18.0
Jun 3, 2025
e0dcdcc
is_donation as Boolean
makayabou Sep 7, 2025
996104d
is_donation as Boolean
makayabou Sep 7, 2025
8170f22
replace payment_mode by payment_method_line
makayabou Sep 8, 2025
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150 changes: 150 additions & 0 deletions donation/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,150 @@
========
Donation
========

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:78b9e7ee3023d661a6d8e3cdf6437ed367d544769741db1292b88038e851686a
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/18.0/donation
:alt: OCA/donation
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/donation-18-0/donation-18-0-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=18.0
: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 method for each payment
method used to receive donations. This payment method 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:%2018.0%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 <alexis.delattre@akretion.com>
- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
- Nikul Chaudhary <nikul.chaudhary.serpentcs@gmail.com>

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/18.0/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_method_line
38 changes: 38 additions & 0 deletions donation/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,38 @@
# 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": "18.0.1.0.0",
"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",
],
"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",
"views/res_config_settings.xml",
"data/donation_sequence.xml",
"views/account_payment_method_line.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_method_line",
"demo": ["demo/donation_demo.xml"],
"installable": True,
}
16 changes: 16 additions & 0 deletions donation/data/donation_sequence.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,16 @@
<?xml version="1.0" encoding="utf-8" ?>
<!--
Copyright 2021 Akretion France (http://www.akretion.com/)
@author: Alexis de Lattre <alexis.delattre@akretion.com>
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>
24 changes: 24 additions & 0 deletions donation/demo/donation_demo.xml
Original file line number Diff line number Diff line change
@@ -0,0 +1,24 @@
<?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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