Manage donations with Odoo

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9. QUESTIONS

2. How it all started Barroux Abbey, benedictine abbey near Mont Ventoux in France www.barroux.org

1. Manage donations with Odoo Alexis de Lattre alexis.delattre@akretion.com Odoo Experience 2015 4 June 2015 Louvain la Neuve

5. How we developped it ● Full new API ● YAML tests... in new API ! ● For Odoo v8 ● Hosted on github.com/OCA/donation ● under AGPL licence

6. Module dependencies donation donation_tax_receipt donation_recurring donation_recurring_tax_receipt donation_bank_statement donation_direct_debit account_banking_sepa_direct_debit donation_thanks report_aeroo account_accountant account_auto_fy_sequence donation OCA Official Community

4. How we decided to develop it ● A donation is not a sale order ● A donation is not an invoice ● A donation is a simple dedicated object – State : draft / done / cancel – One2Many to donation lines – Creates an account move on validation ● A tax receipt is a dedicated object – One2Many to donation

7. Demo ● Simple donation – with tax receipt ● Recurring donation – by credit transfer – by direct debit : generate SEPA Direct Debit file – generate annual tax receipts ● Connection with masses ● Statistics

3. What we wanted to achieve ● Simple donations – by check – by credit card – by cash – by credit transfer – in-kind donations ● Recurring donations – by credit transfer – by direct debit ● Tax receipts : for each donation or annual ● Help with the thank you letter

8. Why did we contribute it to OCA ? ● Make it the reference implementation for the community ● Gain visibility ● Warranty that it will stay free software ● Follow OCA quality processes : – continuous integration (Travis) – peer reviews ● Vendor independence ● Attract more users and contributors – longevity – new features, enhancements – bug fix – migrations to newer versions

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