create monthly recurring membership lines

membership_monthly_invoicing/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

membership_monthly_invoicing/__manifest__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Membership Monthly Invoicing",
+    "summary": "Automatically creates a monthly membership invoice for each "
+    "active member, copying the fee from their last membership line.",
+    "version": "18.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Custom",
+    "depends": ["membership"],
+    "data": [
+        "data/ir_cron.xml",
+        "views/res_config_settings_views.xml",
+    ],
+}

membership_monthly_invoicing/data/ir_cron.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <record id="ir_cron_membership_monthly_invoicing" model="ir.cron">
+            <field name="name">Membership: Create Monthly Invoices</field>
+            <field name="model_id" ref="base.model_res_partner"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_create_monthly_membership_invoices()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">months</field>
+            <field name="nextcall" eval="(DateTime.now() + relativedelta(months=1, day=1, hour=2, minute=0, second=0))"/>
+            <field name="active">True</field>
+            <field name="user_id" ref="base.user_root"/>
+        </record>
+
+    </data>
+</odoo>

membership_monthly_invoicing/models/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import res_config_settings, res_partner

membership_monthly_invoicing/models/res_config_settings.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields
+from odoo import models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    membership_monthly_invoicing_enabled = fields.Boolean(
+        string="Automatic monthly membership invoicing",
+        config_parameter="membership_monthly_invoicing.enabled",
+        default=True,
+        help="When enabled, a scheduled action creates a draft membership "
+        "invoice each month for every active member, copying the fee from "
+        "their last membership line.",
+    )

membership_monthly_invoicing/models/res_partner.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+import calendar
+import logging
+from datetime import date
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import fields
+from odoo import models
+
+_logger = logging.getLogger(__name__)
+
+
+def _month_bounds(day):
+    """Return ``(first_day, last_day)`` of the calendar month containing ``day``."""
+    first_day = day.replace(day=1)
+    last_day = day.replace(day=calendar.monthrange(day.year, day.month)[1])
+    return first_day, last_day
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    def _cron_create_monthly_membership_invoices(self):
+        """Monthly cron: ensure every member has a membership line for each month
+        up to the current one, with no missing month in between.
+
+        For each active member it backfills from the month following their last
+        covered period up to the current calendar month, creating one draft
+        membership invoice per missing month and copying the fee from their last
+        membership line. Each line's period is forced to the calendar month it
+        covers (day 1 to last day), independent of the previous subscription
+        period or the product's fixed dates.
+
+        The membership module is invoice-driven: creating the invoice (via
+        ``create_membership_invoice``) is what auto-creates the
+        ``membership.membership_line`` through the ``account.move.line`` override.
+        """
+        enabled = (
+            self.env["ir.config_parameter"]
+            .sudo()
+            .get_param("membership_monthly_invoicing.enabled", "True")
+        )
+        if enabled in ("False", "0", "", None):
+            _logger.info("membership_monthly_invoicing: disabled, skipping run.")
+            return
+
+        today = fields.Date.today()
+        current_month_start = today.replace(day=1)
+
+        membership_line = self.env["membership.membership_line"]
+
+        # Candidates: members with history, not cancelled. free_member would raise
+        # in create_membership_invoice, and associate_member inherit their host's
+        # state, so both are excluded here.
+        partners = self.search(
+            [
+                ("membership_state", "in", ("paid", "invoiced", "waiting", "old")),
+                ("free_member", "=", False),
+                ("associate_member", "=", False),
+                ("member_lines", "!=", False),
+            ]
+        )
+
+        created = 0
+        skipped = 0
+        for partner in partners:
+            lines = partner.member_lines
+            # Template line for product/fee: the most recent period.
+            last_line = lines.sorted(
+                key=lambda line: (line.date_from or date.min, line.id)
+            )[-1]
+            product = last_line.membership_id
+            if not product:
+                skipped += 1
+                continue
+            amount = last_line.member_price or product.list_price
+
+            # Coverage end: latest period end across all existing lines. Backfill
+            # starts the month after it, but never later than the current month.
+            coverage_end = max(
+                (
+                    line.date_to or line.date_from
+                    for line in lines
+                    if (line.date_to or line.date_from)
+                ),
+                default=None,
+            )
+            if coverage_end:
+                month_cursor = coverage_end.replace(day=1) + relativedelta(months=1)
+            else:
+                month_cursor = current_month_start
+            if month_cursor > current_month_start:
+                # Already covered up to (or beyond) the current month.
+                skipped += 1
+                continue
+
+            while month_cursor <= current_month_start:
+                first_day, last_day = _month_bounds(month_cursor)
+                month_cursor += relativedelta(months=1)
+
+                # Idempotency / gap-safety: skip months already covered by a line.
+                if membership_line.search_count(
+                    [
+                        ("partner", "=", partner.id),
+                        ("date_from", "<=", last_day),
+                        ("date_to", ">=", first_day),
+                    ]
+                ):
+                    continue
+
+                try:
+                    move = partner.create_membership_invoice(product, amount)
+                except Exception:
+                    _logger.exception(
+                        "membership_monthly_invoicing: failed to invoice partner "
+                        "%d (%s) for %s",
+                        partner.id,
+                        partner.name,
+                        first_day,
+                    )
+                    continue
+
+                # Date the draft invoice in the month it covers, and force the
+                # membership line period to that calendar month (overriding the
+                # product's fixed dates set by the membership override).
+                move.invoice_date = first_day
+                membership_line.search(
+                    [("account_invoice_line", "in", move.invoice_line_ids.ids)]
+                ).write({"date_from": first_day, "date_to": last_day})
+                created += 1
+
+        _logger.info(
+            "membership_monthly_invoicing: %d draft invoice(s) created, "
+            "%d member(s) already up to date (through %s).",
+            created,
+            skipped,
+            current_month_start,
+        )

membership_monthly_invoicing/views/res_config_settings_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record id="res_config_settings_view_form_membership_monthly_invoicing" model="ir.ui.view">
+            <field name="name">res.config.settings.view.form.inherit.membership.monthly.invoicing</field>
+            <field name="model">res.config.settings</field>
+            <field name="priority" eval="91"/>
+            <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//form" position="inside">
+                    <app data-string="Members" id="membership_monthly_invoicing"
+                         string="Members" name="membership">
+                        <block title="Monthly Membership Invoicing"
+                               id="membership_monthly_invoicing_block">
+                            <setting
+                                string="Automatic monthly invoicing"
+                                help="A scheduled action creates a draft membership invoice each month for every active member, copying the fee from their last membership line.">
+                                <field name="membership_monthly_invoicing_enabled"/>
+                            </setting>
+                        </block>
+                    </app>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>