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[14.0][IMP] donation & donation_base: 6 improvements #124

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[14.0][IMP] donation & donation_base: 6 improvements #124

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norlinhenrik
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@norlinhenrik norlinhenrik force-pushed the 14.0-imp-account-statement-analytic-account branch from 15b236b to 9410ee5 Compare March 4, 2024 06:59
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Hi @alexis-via,
some modules you are maintaining are being modified, check this out!

@norlinhenrik norlinhenrik changed the title [14.0][IMP] donation: credit transfer: analytic account from bank statement line [14.0][IMP] donation & donation_base: 6 improvements Mar 6, 2024
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norlinhenrik commented Mar 6, 2024 •
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Hi @alexis-via,

Maybe I should have opened an issue to discuss improvements, but I find it convenient to show my suggestions in code. Below is a short explanation of the commits.

  • Credit transfer: bank statement line: the analytic account will be set on the donation line.
  • donation manifest: "application": True (Donation top menu)
  • Donor tags in donation.donation & donation.tax.receipt records (2 commits). This is useful to segment / filter donors, e.g. send email to some and snailmail to others.
  • Annual Tax Receipts with a Thanks Template is useful to thank donors for all the donations received e.g. the last quarter.
  • Explained: How to configure Annual Tax Receipts for all contacts.

What do you think?

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@alexis-via I added contact filters to search for contacts who need a donation thanks or a tax receipt. This is needed when the documents are sent together with a newsletter.

I can create a new module e.g. donation_partner and move out from the donation module the contact filters - and the contact tags on donation.donation & donation.tax.receipt. Any thoughts?

@norlinhenrik
[IMP] donation & donation_base: res.partner filters
224b3b3 
* New Tax Receipt (tax_receipt_send)
* New Donation (donation_send_thanks)

We send these documents together with a newsletter.
So we need to filter contacts with newsletter AND (not) extra document.
@norlinhenrik norlinhenrik force-pushed the 14.0-imp-account-statement-analytic-account branch from 2f75062 to 224b3b3 Compare March 7, 2024 16:32
@norlinhenrik norlinhenrik force-pushed the 14.0-imp-account-statement-analytic-account branch from bcea71d to 12a7d6c Compare March 8, 2024 14:04
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I have implemented this into two new modules:

  • donation_partner
  • donation_thanks

Pull request for 16.0 will come later.

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