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

Open norlinhenrik opened this issue 1 year ago • 3 comments

norlinhenrik avatar Mar 04 '24 06:03 norlinhenrik

Hi @alexis-via, some modules you are maintaining are being modified, check this out!

OCA-git-bot avatar Mar 04 '24 07:03 OCA-git-bot

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?

norlinhenrik avatar Mar 06 '24 20:03 norlinhenrik

@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 avatar Mar 07 '24 06:03 norlinhenrik

I have implemented this into two new modules:

  • donation_partner
  • donation_thanks

Pull request for 16.0 will come later.

norlinhenrik avatar Jun 18 '24 02:06 norlinhenrik