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21bc73f
Initial check-in with several modules.
Apr 4, 2014
c260d05
add company_id field on donation request add acl for mass.request.tra…
brother-bernard Apr 4, 2014
b8e3240
Remove temporary file that was added my mistake.
Apr 4, 2014
c7ad135
1. Renamed fields donator -> donor and donation_ok -> donation 2. Add…
brother-bernard Apr 15, 2014
e1653d1
enhancements of donation move lines : ref and link to partner donatio…
brother-bernard May 7, 2014
3c78218
Add support for analytic accounting in donation and mass. Add support…
May 13, 2014
7db65f4
Delete mass when putting a donation in back2draft Block deletion of m…
May 13, 2014
1dce83c
Add wizard to swap celebrants. Add monetary widget in form views.
May 13, 2014
625a7b6
PEP8 updates Add support for account move generation on mass transfer…
May 13, 2014
1d84326
Return True to avoid a warning. Small change in account move ref.
May 15, 2014
c6ee24d
Fix for duplication of a partner (inherit of copy() was needed)
May 16, 2014
4fa6fdd
Add title in partner_name on stay Donors are res.parter with customer…
May 16, 2014
da0acee
Add graph views and group_by in search view for BI Add field amount_t…
Jun 12, 2014
e571c25
Add donation count on partner form Update icon Update comments
Jun 13, 2014
7426182
Add ir.rule for multi-company for donation, tax receipts and mass.
Jun 13, 2014
ed8f319
Add sheet tags to have the statusbar on the right.
Jun 13, 2014
178cc6a
Small improvements to donation campaigns
Jun 13, 2014
1bf0403
Rename method to respect coding conventions.
Jun 13, 2014
3796156
Rename field donation_campaign_id to campaign_id FIX invalidation of …
Jun 13, 2014
0d10735
Handle multi-company in default journal selection.
Jun 14, 2014
9ed1a90
Donation number is the sequence of the account.move (same as with inv…
Jun 14, 2014
5e2302f
Remove code from journal (sequence for journals don't have a seq type)
Jun 14, 2014
37fd169
Add demo data for mass requests Update mass prices Add graph view for…
Jun 14, 2014
fc8db73
Multiple small enhancements Add constraints on room in stay module Ad…
Jul 3, 2014
4d1a794
Update layout of options in product view. Adapt to v8 for product.tem…
Jul 3, 2014
755c66c
When a field is added on product.template, we must only inherit the t…
Jul 3, 2014
60f3647
Product menu entries now point to product.template, to be coherent wi…
Jul 3, 2014
1895cc1
Hide Donation menu for users that are not part of the Donation group …
Jul 4, 2014
a386daa
Convert webkit stay journal to qweb Add company_id field i stay views…
Sep 4, 2014
5226350
Fix v8 regression.
Oct 8, 2014
c71ae2a
Update the management of payment methods and currencies Use copy= in …
Oct 8, 2014
8d65588
Add payment_ref on donation Update donation from stay wizard followin…
Oct 8, 2014
b4a2a04
Add module donation_recurring to handle recurring donations Add modul…
Oct 9, 2014
0dd4f9a
Update product_id_change to add an argument Remove dependancy of dona…
Oct 9, 2014
fe946bd
Add module donation_bank_statement Re-org donation form view with a n…
Oct 10, 2014
cf52540
Call super() on default_get
Oct 20, 2014
1cf42ea
Remove a comment (it now works !)
Oct 20, 2014
759ab03
Add demo data.
Oct 21, 2014
3c9e28a
FIX on_change on products for v8 Temporarily disable demo data on don…
Oct 21, 2014
374c9f0
Add country_id on donations for statistics
Oct 21, 2014
93c900e
Also add country_id on the donation reporting
Oct 22, 2014
d061664
Add access right on analytic line to donation user
Nov 21, 2014
1bb815c
Add/update demo data color=red for suspended recurring donation in tr…
Nov 22, 2014
35ce0a3
Add tracking and chatter on donation Remove create_uid on donation.do…
Nov 30, 2014
10e9037
Port to new API Add default donation tax receipt report Small usabili…
Dec 23, 2014
110a060
Port donation_bank_statement to the new API Add demo data in module d…
Dec 23, 2014
07a03c0
Add readonly=True on all related fields, to avoid access right issues
Dec 30, 2014
5543b83
Add company_id in donation tree view
Jan 11, 2015
9084fcc
FIX in multi-company setups copy= in field definition is a boolean
Jan 12, 2015
c1f7b17
Auto-add demo user to user-level groups, for easier testing
Jan 13, 2015
2cc4d7d
copy=False is the default on one2many fields Can't put a one2many fie…
Jan 16, 2015
b1fea52
stay: don't set refectory when no_meals option active on stay Add tes…
Jan 30, 2015
9364f13
Add yaml test for annual tax receipts Move the content of donation/pr…
Jan 31, 2015
f867fd4
Start to replace name_get by display_name (better use of new API)
Feb 2, 2015
11b95c1
Add field Remaining offering, to control the amount in accouting. dig…
Feb 17, 2015
c5f8f6c
Update POT/PO files Use fields.Date.from/to_string Fix bug in display…
Feb 17, 2015
454d8c6
donation/report : Port to new API
Feb 18, 2015
d81743d
Add support for in-kind donations Add in-kind and tax-receipt options…
Feb 18, 2015
3ddc198
Fix R/W access on user preferences
Feb 20, 2015
47a00db
Prepare move to OCA : flake8, add OCA as author, add README.rst, upda…
Mar 28, 2015
00a745b
Write a real README.md for the project Fix flake8 warning
Mar 29, 2015
91f96fb
Add icons
Apr 5, 2015
0295c6f
FIX donation_direct_debit in multi-company environement (don't use su…
Apr 10, 2015
c732a03
Adapt YAML test to change in demo data
Apr 11, 2015
aef92bb
Add cancel state on donations Allow to cancel donations linked to a p…
May 29, 2015
925269e
Fix color
alexis-via May 29, 2015
c7418d2
Update strings, POT file and some parts of FR translation
May 29, 2015
2b1d993
Align indentation for Pedro Fix PEP8 warning
Jun 1, 2015
b123d3b
Port all YAML tests to new API
Jun 3, 2015
c6aa00a
Add donation "viewer" group (in addition to "user" and "manager")
alexis-via Jul 16, 2015
8d8eca6
Remove global field from ir.rule (it's a computed field !)
alexis-via Jul 20, 2015
58f8d34
prefix versions with 8.0
sbidoul Oct 9, 2015
f18c443
Make modules uninstallable
pedrobaeza Oct 14, 2015
9628df8
Rename manifest files
pedrobaeza Oct 6, 2016
060e7cb
Port donation, donation_bank_statement, donation_recurring, donation_…
alexis-via Oct 18, 2015
6fe10df
FIX pylint warnings
alexis-via Oct 18, 2015
c359bef
Start the update to new architecture explained in issue #22
alexis-via Jul 22, 2016
7a7ac53
Port donation_direct_debit to v9
alexis-via Jul 22, 2016
f397217
Add index=True on fields that are often searched
alexis-via Jul 24, 2016
2cae684
Factorise code
alexis-via Jul 25, 2016
7047e9f
Add module donation_sale
alexis-via Jul 27, 2016
ac60337
Port all modules (except donation_thanks) to v10
alexis-via Oct 12, 2016
67c015e
FIX warning about display_name field
alexis-via Oct 19, 2016
026abf3
Pylint fixes
alexis-via Nov 16, 2016
776a330
FIX crash
alexis-via Nov 16, 2016
69460d0
Port donation_thanks to v10 with report_py3o
alexis-via Dec 9, 2016
f738229
Fix computed field
alexis-via Dec 9, 2016
7569f68
Track change in total amount
alexis-via Jan 26, 2017
6dde62c
Tax receipt subtotal now includes donations in foreign currencies
alexis-via Jan 26, 2017
96eccf1
Add ACL for donation_tax_receipt
alexis-via Jan 30, 2017
9f4e849
Add ability to update tax receipt option on 'done' donations
alexis-via Feb 6, 2017
12c1329
FIX multi-company issues in computed fields
alexis-via Jul 10, 2017
8aac5e3
Add access rights to default_user
alexis-via Jul 18, 2017
26336f5
Add multi-company rule for donation.report
alexis-via Aug 31, 2017
754d016
donation: Fix Transifex
pedrobaeza Nov 21, 2017
7d21261
.travis.yml: Perform tests
pedrobaeza Nov 21, 2017
4f6b0f5
Fix drill-through
alexis-via Nov 30, 2017
b2a6109
donation: Add group by State
alexis-via Nov 30, 2017
d7c4e97
OCA Transbot updated translations from Transifex
oca-transbot Mar 17, 2018
cfb643c
Add statusbar_visible on state field
alexis-via Mar 21, 2018
7c4f012
remove obsolete .pot files [ci skip]
sbidoul Jun 15, 2018
9d9ef6d
Use compute_sudo=True in field definition when needed
alexis-via Jun 20, 2018
78fbd89
Use related field in compute method to avoid multi-company issues
alexis-via Jul 9, 2018
be153c3
Try to fix more multi-company record rule issues
alexis-via Jul 11, 2018
fd0d9a5
Fix tests on runbot
alexis-via Oct 2, 2018
0f904b8
New implementation for tests using account_minimal_test.xml
alexis-via Oct 2, 2018
f68d7ad
Update donation.pot
oca-travis Oct 2, 2018
930537c
[MIG] Migration donation v10 to v11
nikul-serpentcs Oct 11, 2018
bf7ec8d
Added translation using Weblate (German)
kempleton Jan 25, 2019
51bb19f
[IMP] move donation_date check to validation
tbaden Sep 30, 2019
6616a98
Translated using Weblate (Spanish)
etobella Dec 19, 2019
ce8db2e
[MIG] Migration donation v11 to v12
nikul-serpentcs Sep 30, 2019
a638f6e
[IMP] donation: finish migration
Mar 12, 2020
b5d62e2
[FIX] donation: security issues
Jul 29, 2020
5432833
[UPD] README.rst
OCA-git-bot Feb 26, 2021
3a056be
[IMP] donation: black, isort, prettier
albariera Jun 22, 2021
a033ce4
[IMP] donation: Migration to 13.0
albariera Jun 22, 2021
70666e4
[MIG] donation to odoo v14
alexis-via Aug 11, 2021
53a5ad0
donation: add dedicated method to get income account for donation.line
alexis-via Aug 27, 2021
63d3fd6
donation: add unicity sql constraint on bank_statement_line_id
alexis-via Sep 14, 2021
f4778a7
[UPD] Update donation.pot
oca-travis Oct 23, 2021
07fe86c
[UPD] README.rst
OCA-git-bot Oct 23, 2021
3939cbb
[FIX] donation: fix duplicate XMLID report_thanks
alexis-via Mar 15, 2022
97bd96b
donation 14.0.1.1.0
OCA-git-bot Mar 20, 2022
0162416
donation: now has a dedicated config page
alexis-via Apr 19, 2022
6fe6cce
donation: fix validation of donation generated from bank statement
alexis-via Apr 20, 2022
5e9eb4a
Show donation button on partner form view without condition
alexis-via Apr 20, 2022
f289647
[UPD] Update donation.pot
oca-travis Aug 8, 2022
a31d644
donation 14.0.1.2.0
OCA-git-bot Aug 8, 2022
ef1c7f5
Update translation files
oca-transbot Aug 8, 2022
0a9986f
donation: always write donation number on journal entry (on 'name' of…
alexis-via Aug 9, 2022
6e1f5f2
donation 14.0.1.3.0
OCA-git-bot Aug 9, 2022
a5be689
[OU] donation: Add migration script
etobella Jun 7, 2022
d169dac
donation 14.0.1.3.1
OCA-git-bot Feb 24, 2023
c88bfe7
[MIG] donation from v14 to v16
alexis-via Mar 1, 2023
5eed9bf
donation: various small improvements
alexis-via Mar 2, 2023
78166be
donation: add validate_analytic in context
alexis-via Mar 8, 2023
43b4bd2
donation: add default analytic depending on product/account
alexis-via Mar 9, 2023
ef8a523
donation: add donation in business_domain for analytic applicability
alexis-via Mar 14, 2023
ab977ba
donation: migrate to detailed_type on product.template
alexis-via Mar 22, 2023
6555955
Add module donation_bank_statement_oca
alexis-via May 1, 2023
fd4970c
[UPD] Update donation.pot
May 15, 2023
46342ca
[UPD] README.rst
OCA-git-bot May 15, 2023
10ecc5b
Update translation files
weblate May 15, 2023
8c150d2
Translated using Weblate (Spanish)
Ivorra78 Aug 3, 2023
52c35f9
[UPD] README.rst
OCA-git-bot Sep 3, 2023
a4233a0
[UPD] Update donation.pot
Sep 3, 2023
b9eca50
Update translation files
weblate Sep 3, 2023
b649ad2
Translated using Weblate (Spanish)
Ivorra78 Sep 5, 2023
0bca04e
Translated using Weblate (Spanish)
Ivorra78 Sep 20, 2023
6a381bb
Translated using Weblate (Spanish)
Ivorra78 Sep 26, 2023
1c4a6cd
[UPD] Update donation.pot
Oct 27, 2023
3811568
Update translation files
weblate Oct 29, 2023
c8250fe
[FIX] donation by direct debit
alexis-via Nov 20, 2023
26e9644
Added translation using Weblate (Italian)
mymage May 7, 2024
605b34d
[FIX] Move code from donation to donation_direct_debit
alexis-via May 6, 2024
ef3c7f6
[BOT] post-merge updates
OCA-git-bot May 27, 2024
5fe00e0
[FIX] donation: fix currency widget
alexis-via Nov 25, 2024
b82f36a
[BOT] post-merge updates
OCA-git-bot Nov 25, 2024
9927684
Translated using Weblate (Italian)
mymage Jan 20, 2025
80a28cf
[IMP] donation: force empty domain
alexis-via May 22, 2025
505cc73
[BOT] post-merge updates
OCA-git-bot May 22, 2025
46152d2
[IMP] donation: pre-commit execution
Jun 3, 2025
5c68b27
[MIG] donation: Migration to 18.0
Jun 3, 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",
"wizard/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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