Members (membership) - Odoo Module Metadata

This module allows you to manage all operations for managing memberships.

- Membership category
- Membership lines editable
- Do not calculate membership state from invoice status
- Start date of last membership period
- Partner's with member lines can't be deleted.
- 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.
- Adds a category for Membership management security group so a user
  with only that permission can access to the membership menu.

It supports different kind of members:
* Free member
* Associated member (e.g.: a group subscribes to a membership for all subsidiaries)
* Paid members
* Special member prices

It is integrated with sales and accounting to allow you to automatically
invoice and send propositions for membership renewal.

This module is a backport from Odoo SA and as such, it is not included in the OCA CLA.
That means we do not have a copy of the copyright on it like all other OCA modules.

Code Analysis ⓘ

Views touched (13)

XML ID	Name	Model	Type	Status
`membership_category_tree_view`	Membership Categories	membership.membership_category	list	New
`membership_members_tree`	Members	res.partner	list	New
`membership_product_search_form_view`	membership.product.search	product.template	search	New
`membership_products_form`	Membership Products	product.template	form	New
`membership_products_kanban`	product.template.kanban	product.template	kanban	New
`membership_products_tree`	Membership products	product.template	list	New
`report_membership_view_tree`	report.membership.view.list	report.membership	list	New
`view_membership_invoice_view`	membership.invoice.view.form	membership.invoice	form	New
`view_partner_form`	res.partner.form.inherit	res.partner	form	Inherits base.view_partner_form
`view_report_membership_graph1`	report.membership.graph1	report.membership	graph	New
`view_report_membership_pivot`	report.membership.pivot	report.membership	pivot	New
`view_report_membership_search`	report.membership.search	report.membership	search	New
`view_res_partner_member_filter`	res.partner.select	res.partner	search	New

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (9)

New fields (0)

No new fields.

Public methods (4)

action_post(self)
button_cancel(self)
button_draft(self)
write(self, vals)

New fields (1)

membership_line_ids One2many → membership.membership_line
string='Membership lines' args: 'membership.membership_line', 'account_invoice_line_id'

Public methods (3)

create(self, vals_list)
@api.model_create_multi
unlink(self)
write(self, vals)

New fields (2)

member_price Float
min_display_digits='Product Price' required=True
product_id Many2one → product.product
required=True string='Membership' args: 'product.product'

Public methods (1)

membership_invoice(self)

New fields (2)

company_id Many2one → res.company
args: 'res.company'
name Char
required=True translate=True

Public methods (0)

No public methods.

New fields (12)

account_invoice_id Many2one → account.move
readonly=True related='account_invoice_line_id.move_id' string='Invoice' args: 'account.move'
account_invoice_line_id Many2one → account.move.line
ondelete='cascade' readonly=True string='Account Invoice line' args: 'account.move.line'
category_id Many2one → membership.membership_category
comodel_name='membership.membership_category' related='membership_id.membership_category_id'
company_id Many2one → res.company
readonly=True related='account_invoice_line_id.move_id.company_id' store=True string='Company' args: 'res.company'
date Date
help='Date on which member has joined the membership' string='Join Date'
date_cancel Date
string='Cancel date'
date_from Date
readonly=False string='From'
date_to Date
readonly=False string='To'
member_price Float
compute='_compute_member_price' help='Amount for the membership' min_display_digits='Product Price' readonly=False required=True store=True string='Membership Fee'
membership_id Many2one → product.product
required=True string='Membership' args: 'product.product'
partner_id Many2one → res.partner
index=True ondelete='restrict' string='Partner' args: 'res.partner'
state Selection
compute='_compute_state' help='It indicates the membership status.\n-Non Member: A member who has not applied for any membership.\n-Cancelled Member: A member who has cancelled his membership.\n-Old Member: A member whose membership date has expired.\n-Waiting Member: A member who has applied for the membership and whose invoice is going to be created.\n-Invoiced Member: A member whose invoice has been created.\n-Paid Member: A member who has paid the membership amount.' readonly=False selection=[('none', 'Non Member'), ('canceled', 'Cancelled Member'), ('old', 'Old Member'), ('waiting', 'Waiting Member'), ('invoiced', 'Invoiced Member'), ('free', 'Free Member'), ('paid', 'Paid Member')] store=True string='Membership Status'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

New fields (4)

membership Boolean
help='Check if the product is eligible for membership.'
membership_category_id Many2one → membership.membership_category
comodel_name='membership.membership_category' compute='_compute_membership_category_id' readonly=False store=True string='Membership category'
membership_date_from Date
help='Date from which membership becomes active.' string='Membership Start Date'
membership_date_to Date
help='Date until which membership remains active.' string='Membership End Date'

Public methods (0)

No public methods.

New fields (14)

associate_member_id Many2one → res.partner
readonly=True string='Associate Member' args: 'res.partner'
company_id Many2one → res.company
readonly=True string='Company' args: 'res.company'
date_to Date
readonly=True string='End Date'
membership_id Many2one → product.product
readonly=True string='Membership Product' args: 'product.product'
membership_state Selection
readonly=True selection=<expr> string='Current Membership State'
num_invoiced Integer
readonly=True string='# Invoiced'
num_paid Integer
readonly=True string='# Paid'
num_waiting Integer
readonly=True string='# Waiting'
partner_id Many2one → res.partner
readonly=True string='Member' args: 'res.partner'
quantity Integer
readonly=True
start_date Date
readonly=True
tot_earned Float
digits=0 readonly=True string='Earned Amount'
tot_pending Float
digits=0 readonly=True string='Pending Amount'
user_id Many2one → res.users
readonly=True string='Salesperson' args: 'res.users'

Public methods (1)

init(self)
Create the view

New fields (12)

associate_member_id Many2one → res.partner
help='A member with whom you want to associate your membership.It will consider the membership state of the associated member.' index=True args: 'res.partner'
free_member Boolean
help='Select if you want to give free membership.'
is_adhered_member Boolean
compute='_compute_is_adhered_member' help='A member who is associated to another one, but whose membership are independent.' readonly=False store=True
member_line_ids One2many → membership.membership_line
string='Membership' args: 'membership.membership_line', 'partner_id'
membership_amount Float
digits=(16, 2) help='The price negotiated by the partner'
membership_cancel Date
compute='_compute_membership_date' help='Date on which membership has been cancelled.' readonly=True recursive=True store=True string='Cancel Membership Date'
membership_category_ids Many2many → membership.membership_category
comodel_name='membership.membership_category' compute='_compute_membership_state' readonly=True recursive=True store=True string='Membership Categories'
membership_last_start Date
compute='_compute_membership_date' help='Date when the partner became a member for the last time.' readonly=True recursive=True store=True string='Membership Last Start Date'
membership_start Date
compute='_compute_membership_date' help='Earliest historical date this partner ever became a member.' readonly=True recursive=True store=True string='Membership Start Date'
membership_start_adhered Date
default=<expr> help='Date from which partner is adhered.' string='Membership Adhered Start Date'
membership_state Selection
compute='_compute_membership_state' help='It indicates the membership state.\n-Non Member: A partner who has not applied for any membership.\n-Cancelled Member: A member who has cancelled his membership.\n-Old Member: A member whose membership date has expired.\n-Waiting Member: A member who has applied for the membership and whose invoice is going to be created.\n-Invoiced Member: A member whose invoice has been created.\n-Paying member: A member who has paid the membership fee.' index=True recursive=True selection=<expr> store=True string='Current Membership Status'
membership_stop Date
compute='_compute_membership_date' help="Date when the latest partner's membership ends." readonly=True recursive=True store=True string='Membership End Date'

Public methods (2)

check_membership_expiry(self)
@api.model

Force a recalculation on expired members
create_membership_invoice(self, product, amount)
Create Customer Invoice of Membership for partners.

Code Analysis ⓘ

Views touched (13)

HTTP endpoints (0)

Models touched (9)

account.move Extends Model 0 fields 4 methods AccountMove · inherits account.move

account.move.line Extends Model 1 field 3 methods AccountMoveLine · inherits account.move.line

membership.invoice New model TransientModel 2 fields 1 method MembershipInvoice · Membership Invoice

membership.membership_category New model Model 2 fields 0 methods MembershipCategory · Membership category

membership.membership_line New model Model 12 fields 0 methods MembershipLine · Membership Line

product.product Extends Model 0 fields 0 methods ProductProduct · inherits product.product

product.template Extends Model 4 fields 0 methods ProductTemplate · inherits product.template

report.membership New model Model 14 fields 1 method ReportMembership · Membership Analysis Membership Analysis

res.partner Extends Model 12 fields 2 methods ResPartner · inherits res.partner