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d8cd83bdaf
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c4d32c6add
14 changed files with 3 additions and 603 deletions
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from . import models
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# Copyright 2025 Criptomart
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "Membership Payment Date",
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"version": "18.0.1.0.0",
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"category": "Sales",
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"summary": "Use payment date instead of invoice date for membership lines, "
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"avoiding overlap on renewals.",
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"author": "Criptomart",
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"website": "https://git.criptomart.net/criptomart/addons-cm",
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"license": "AGPL-3",
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"depends": [
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"membership_variable_period",
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"account",
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],
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"data": [],
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"installable": True,
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"application": False,
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}
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@ -1,17 +0,0 @@
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# Spanish translation for Membership Payment Date.
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# Copyright 2025 Criptomart
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: membership_payment_date 18.0.1.0.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-01-01 00:00+0000\n"
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"PO-Revision-Date: 2025-01-01 00:00+0000\n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"Language: es\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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@ -1,16 +0,0 @@
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# Translation template for Membership Payment Date.
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# Copyright 2025 Criptomart
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: membership_payment_date 18.0.1.0.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-01-01 00:00+0000\n"
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"PO-Revision-Date: 2025-01-01 00:00+0000\n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Plural-Forms: nplurals=2; plural=(n != 1);\n"
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from . import account_move
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# Copyright 2025 Criptomart
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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import math
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from datetime import timedelta
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from odoo import fields, models
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class AccountMove(models.Model):
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_inherit = "account.move"
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def _invoice_paid_hook(self):
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"""Override: update membership_lines dates upon invoice payment.
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RF-01: Use the payment date instead of the invoice date for date_from.
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RF-02: Renewals: if the member has an active membership, the new one
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starts the day after the current one expires, avoiding overlap.
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RF-03: For variable products, recalculate date_to from the new date_from.
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"""
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res = super()._invoice_paid_hook()
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for invoice in self.filtered(lambda m: m.move_type == "out_invoice"):
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membership_lines = self.env["membership.membership_line"].search(
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[
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("account_invoice_line", "in", invoice.invoice_line_ids.ids),
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("date_cancel", "=", False),
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]
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)
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if not membership_lines:
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continue
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payment_date = self._get_membership_payment_date(invoice)
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for mline in membership_lines:
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partner = mline.partner
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product = mline.membership_id
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quantity = (
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mline.account_invoice_line.quantity
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if mline.account_invoice_line
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else 1.0
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)
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date_from, date_to = self._compute_membership_dates(
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partner,
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product,
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payment_date,
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quantity,
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exclude_line_ids=membership_lines.ids,
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)
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mline.write(
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{
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"date_from": date_from,
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"date_to": date_to,
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}
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)
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return res
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def _get_membership_payment_date(self, invoice):
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"""Get the date of the most recent reconciled payment.
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If there are no payments (e.g. zero-amount invoice), fallback to today.
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"""
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self.ensure_one()
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payments = invoice.reconciled_payment_ids
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if payments:
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return max(payments.mapped("date"))
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return fields.Date.today()
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def _compute_membership_dates(
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self, partner, product, payment_date, quantity=1.0,
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exclude_line_ids=None,
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):
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"""Calculate date_from and date_to for a membership line.
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:param partner: res.partner (member)
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:param product: product.product (membership product)
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:param payment_date: effective payment date
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:param quantity: product quantity on the invoice line
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:param exclude_line_ids: membership line IDs to exclude from the
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active membership search (to avoid matching the lines we are
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currently updating)
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:return: tuple (date_from, date_to)
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"""
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domain = [
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("partner", "=", partner.id),
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("date_cancel", "=", False),
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("state", "in", ("paid", "invoiced")),
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("date_to", ">=", fields.Date.today()),
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]
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if exclude_line_ids:
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domain.append(("id", "not in", exclude_line_ids))
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# RF-02: Look for an active membership (not cancelled, not expired)
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active_membership = self.env["membership.membership_line"].search(
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domain,
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limit=1,
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order="date_to desc",
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)
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if active_membership:
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# RF-02: Renewal — start the day after the current one expires
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date_from = active_membership.date_to + timedelta(days=1)
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else:
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# RF-01: New membership — use the payment date
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date_from = payment_date
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# RF-03: Calculate date_to according to membership type
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if product.membership_type == "variable":
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qty = int(math.ceil(quantity))
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next_date = product._get_next_date(date_from, qty=qty)
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date_to = next_date and (next_date - timedelta(days=1)) or False
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else:
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date_to = product.membership_date_to
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# Safety: respect the product's lower bound
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if product.membership_date_from and date_from < product.membership_date_from:
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date_from = product.membership_date_from
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# Safety: ensure date_from does not exceed date_to
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if date_to and date_from > date_to:
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if active_membership:
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date_from = date_to
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else:
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date_from = min(payment_date, date_to)
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return date_from, date_to
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This module modifies the membership date calculation to use the effective
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payment date instead of the invoice date for membership lines.
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It also prevents overlap on renewals: if a member renews before their current
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membership expires, the new membership starts the day after the current one
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ends.
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#. Create a membership product (fixed or variable period).
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#. Sell the product to a member via a sales order or invoice.
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#. The invoice generates a membership line with provisional dates.
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#. When the invoice is paid (e.g. bank transfer registered manually),
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the membership line dates are automatically updated:
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* **date_from** is set to the payment date (or the day after the
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current active membership expires, in case of renewal).
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* **date_to** is recalculated based on the new date_from for
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variable-period products.
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Binary file not shown.
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Before Width: | Height: | Size: 761 B |
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<svg xmlns="http://www.w3.org/2000/svg" width="256" height="256" viewBox="0 0 256 256">
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<rect width="256" height="256" fill="#7C3AED" rx="32"/>
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<text x="128" y="140" font-family="Arial,sans-serif" font-size="80" fill="#FFFFFF" text-anchor="middle" font-weight="bold">M</text>
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<text x="128" y="190" font-family="Arial,sans-serif" font-size="40" fill="#FFFFFF" text-anchor="middle" opacity="0.8">PD</text>
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</svg>
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Before Width: | Height: | Size: 417 B |
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from . import test_membership_payment_date
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# Copyright 2025 Criptomart
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from datetime import date
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from freezegun import freeze_time
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from psycopg2 import ProgrammingError
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from odoo import fields
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from odoo.tests import Form, common
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@freeze_time("2026-01-15")
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class TestMembershipPaymentDate(common.TransactionCase):
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"""Test the membership_payment_date module."""
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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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# Workaround: website_sale adds base_unit_count as a compute+store+required
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# field on product.template with NOT NULL constraint but without precompute.
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# The ORM doesn't include it in INSERT for computed stored fields with
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# inverse setter, so we set a DB default to avoid the NOT NULL violation.
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# This column only exists if website_sale is installed, so we make it
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# conditional to allow running tests without that dependency.
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for table in ("product_template", "product_product"):
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try:
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cls.env.cr.execute(
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"ALTER TABLE %s "
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"ALTER COLUMN base_unit_count SET DEFAULT 0" % table
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)
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except ProgrammingError:
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cls.env.cr.rollback()
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# Accounts
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cls.account_receivable = cls.env["account.account"].create(
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{
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"name": "Test Receivable",
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"code": "RECV",
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"account_type": "asset_receivable",
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"reconcile": True,
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}
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)
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cls.account_income = cls.env["account.account"].create(
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{
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"name": "Test Income",
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"code": "INCM",
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"account_type": "income",
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}
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)
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# Journals
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cls.sale_journal = cls.env["account.journal"].create(
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{
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"name": "Test Sale Journal",
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"code": "TSJ",
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"type": "sale",
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"default_account_id": cls.account_income.id,
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}
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)
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cls.bank_journal = cls.env["account.journal"].create(
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{
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"name": "Test Bank Journal",
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"code": "TBJ",
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"type": "bank",
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}
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)
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# Partner
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cls.partner = cls.env["res.partner"].create(
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{
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"name": "Test Member",
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"property_account_receivable_id": cls.account_receivable.id,
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}
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)
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# Fixed membership product (full year 2026)
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template_fixed = cls.env["product.template"].create(
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{
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"name": "Fixed Membership 2026",
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"type": "service",
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"membership": True,
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"membership_type": "fixed",
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"membership_date_from": date(2026, 1, 1),
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"membership_date_to": date(2026, 12, 31),
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"list_price": 100.0,
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}
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)
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cls.product_fixed = template_fixed.product_variant_id
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# Fixed membership product for 2027 (renewal scenario)
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template_fixed_2027 = cls.env["product.template"].create(
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{
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"name": "Fixed Membership 2027",
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"type": "service",
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"membership": True,
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"membership_type": "fixed",
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"membership_date_from": date(2027, 1, 1),
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"membership_date_to": date(2027, 12, 31),
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"list_price": 100.0,
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}
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)
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cls.product_fixed_2027 = template_fixed_2027.product_variant_id
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# Variable membership product (1 year)
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template_variable = cls.env["product.template"].create(
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{
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"name": "Variable Membership",
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"type": "service",
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"membership": True,
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"membership_type": "variable",
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"membership_interval_qty": 1,
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"membership_interval_unit": "years",
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"list_price": 200.0,
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}
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)
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cls.product_variable = template_variable.product_variant_id
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def _create_invoice(self, product, invoice_date, quantity=1.0):
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"""Create and return a draft out_invoice with the given product."""
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invoice_form = Form(
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self.env["account.move"].with_context(
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default_move_type="out_invoice"
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)
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)
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invoice_form.invoice_date = invoice_date
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invoice_form.partner_id = self.partner
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with invoice_form.invoice_line_ids.new() as line_form:
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line_form.product_id = product
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line_form.price_unit = product.list_price
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line_form.quantity = quantity
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return invoice_form.save()
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def _post_invoice(self, invoice):
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"""Post the invoice and return the membership line if any."""
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invoice.action_post()
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membership_lines = self.env["membership.membership_line"].search(
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[
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("account_invoice_line", "in", invoice.invoice_line_ids.ids),
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]
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)
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return membership_lines
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def _register_payment(self, invoice, payment_date):
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"""Register a payment for the invoice on the given date."""
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payment_register = (
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self.env["account.payment.register"]
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.with_context(
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active_model="account.move",
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active_ids=invoice.ids,
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)
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.create(
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{
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"amount": invoice.amount_total,
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"payment_date": payment_date,
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"journal_id": self.bank_journal.id,
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}
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)
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)
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payment_register._create_payments()
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def _create_active_membership(self, product, date_from, date_to, state="paid"):
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"""Create a membership line for the test partner."""
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return self.env["membership.membership_line"].create(
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{
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"partner": self.partner.id,
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"membership_id": product.id,
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"member_price": product.list_price,
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"date": date_from,
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"date_from": date_from,
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"date_to": date_to,
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"state": state,
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}
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)
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# --- Tests ---
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def test_01_new_membership_fixed_paid(self):
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"""New member, fixed product, pay after invoice — date_from = payment_date."""
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invoice = self._create_invoice(
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self.product_fixed, invoice_date=date(2026, 1, 1)
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)
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mlines = self._post_invoice(invoice)
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self.assertEqual(len(mlines), 1)
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mline = mlines[0]
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# Check initial state
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self.assertEqual(mline.state, "invoiced")
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# Register payment on 2026-03-15
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self._register_payment(invoice, payment_date=date(2026, 3, 15))
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# Re-read to get updated values
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mline = self.env["membership.membership_line"].browse(mline.id)
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# Verify dates corrected
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self.assertEqual(mline.date_from, date(2026, 3, 15))
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self.assertEqual(mline.date_to, date(2026, 12, 31))
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|
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def test_02_new_membership_variable_paid(self):
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"""New member, variable product, pay after invoice — correct date_to."""
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invoice = self._create_invoice(
|
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self.product_variable, invoice_date=date(2026, 1, 1)
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)
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mlines = self._post_invoice(invoice)
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self.assertEqual(len(mlines), 1)
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mline = mlines[0]
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# Register payment 6 months later
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self._register_payment(invoice, payment_date=date(2026, 6, 15))
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# date_from = payment_date, date_to = payment_date + 1 year - 1 day
|
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self.assertEqual(mline.date_from, date(2026, 6, 15))
|
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self.assertEqual(mline.date_to, date(2027, 6, 14))
|
||||
|
||||
def test_03_renewal_before_expiry_fixed(self):
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"""Active member renews early — new membership starts after expiry."""
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# Create active membership until 2026-12-31
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self._create_active_membership(
|
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self.product_fixed,
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date_from=date(2026, 1, 1),
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date_to=date(2026, 12, 31),
|
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state="paid",
|
||||
)
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# Buy a new fixed 2027 product and pay on 2026-11-15
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invoice = self._create_invoice(
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self.product_fixed_2027, invoice_date=date(2026, 11, 1)
|
||||
)
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mlines = self._post_invoice(invoice)
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self.assertEqual(len(mlines), 1)
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mline = mlines[0]
|
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self._register_payment(invoice, payment_date=date(2026, 11, 15))
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# Must start the day after the active membership expires (no overlap)
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self.assertEqual(mline.date_from, date(2027, 1, 1))
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self.assertEqual(mline.date_to, date(2027, 12, 31))
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|
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def test_04_renewal_before_expiry_variable(self):
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"""Active member renews early with variable product."""
|
||||
self._create_active_membership(
|
||||
self.product_variable,
|
||||
date_from=date(2026, 1, 1),
|
||||
date_to=date(2026, 12, 31),
|
||||
state="paid",
|
||||
)
|
||||
invoice = self._create_invoice(
|
||||
self.product_variable, invoice_date=date(2026, 11, 1)
|
||||
)
|
||||
mlines = self._post_invoice(invoice)
|
||||
self.assertEqual(len(mlines), 1)
|
||||
mline = mlines[0]
|
||||
self._register_payment(invoice, payment_date=date(2026, 11, 15))
|
||||
# Must start the day after expiry
|
||||
self.assertEqual(mline.date_from, date(2027, 1, 1))
|
||||
# 1-year variable from 2027-01-01 -> ends 2027-12-31
|
||||
self.assertEqual(mline.date_to, date(2027, 12, 31))
|
||||
|
||||
def test_05_renewal_expired_no_overlap(self):
|
||||
"""Member with expired membership — uses payment_date (no active)."""
|
||||
# Expired membership (date_to < today)
|
||||
self._create_active_membership(
|
||||
self.product_fixed,
|
||||
date_from=date(2025, 1, 1),
|
||||
date_to=date(2025, 12, 31),
|
||||
state="paid",
|
||||
)
|
||||
invoice = self._create_invoice(
|
||||
self.product_fixed, invoice_date=date(2026, 3, 1)
|
||||
)
|
||||
mlines = self._post_invoice(invoice)
|
||||
mline = mlines[0]
|
||||
self._register_payment(invoice, payment_date=date(2026, 3, 15))
|
||||
# No active membership -> date_from = payment_date
|
||||
self.assertEqual(mline.date_from, date(2026, 3, 15))
|
||||
self.assertEqual(mline.date_to, date(2026, 12, 31))
|
||||
|
||||
def test_06_bank_transfer_flow(self):
|
||||
"""Simulate full bank transfer flow: invoice -> post -> pay."""
|
||||
invoice = self._create_invoice(
|
||||
self.product_fixed, invoice_date=date(2026, 2, 1)
|
||||
)
|
||||
mlines = self._post_invoice(invoice)
|
||||
self.assertEqual(len(mlines), 1)
|
||||
mline = mlines[0]
|
||||
# After posting, state must be "invoiced"
|
||||
self.assertEqual(mline.state, "invoiced")
|
||||
# Register payment
|
||||
self._register_payment(invoice, payment_date=date(2026, 2, 20))
|
||||
# State should become "paid" automatically
|
||||
self.assertEqual(mline.state, "paid")
|
||||
# Dates must be corrected
|
||||
self.assertEqual(mline.date_from, date(2026, 2, 20))
|
||||
self.assertEqual(mline.date_to, date(2026, 12, 31))
|
||||
|
||||
def test_07_renewal_same_product(self):
|
||||
"""Renew the same product type — no overlap with existing active membership."""
|
||||
# Active membership on product_fixed covers 2026
|
||||
self._create_active_membership(
|
||||
self.product_fixed,
|
||||
date_from=date(2026, 1, 1),
|
||||
date_to=date(2026, 12, 31),
|
||||
state="paid",
|
||||
)
|
||||
# Same conceptual product but for next year
|
||||
invoice = self._create_invoice(
|
||||
self.product_fixed_2027, invoice_date=date(2026, 6, 1)
|
||||
)
|
||||
mlines = self._post_invoice(invoice)
|
||||
self.assertEqual(len(mlines), 1)
|
||||
mline = mlines[0]
|
||||
self._register_payment(invoice, payment_date=date(2026, 6, 15))
|
||||
# New line starts after the active one expires, no overlap
|
||||
self.assertEqual(mline.date_from, date(2027, 1, 1))
|
||||
self.assertEqual(mline.date_to, date(2027, 12, 31))
|
||||
|
||||
def test_08_no_active_membership_fallback(self):
|
||||
"""Partner with no memberships at all — date_from = payment_date."""
|
||||
invoice = self._create_invoice(
|
||||
self.product_fixed, invoice_date=date(2026, 5, 1)
|
||||
)
|
||||
mlines = self._post_invoice(invoice)
|
||||
mline = mlines[0]
|
||||
self._register_payment(invoice, payment_date=date(2026, 5, 10))
|
||||
self.assertEqual(mline.date_from, date(2026, 5, 10))
|
||||
self.assertEqual(mline.date_to, date(2026, 12, 31))
|
||||
|
|
@ -96,30 +96,3 @@ class WebsiteSaleMembershipSignup(WebsiteSale):
|
|||
no_variant_attribute_value_ids=no_variant_attribute_value_ids,
|
||||
**kwargs
|
||||
)
|
||||
|
||||
def _get_mandatory_address_fields(self, country_sudo):
|
||||
# EMES: the phone field is not mandatory at checkout, for any flow
|
||||
# (membership or regular). The core's default set in
|
||||
# `website_sale/controllers/main.py:_get_mandatory_address_fields`
|
||||
# includes 'phone' alongside name/street/city/country_id. Removing it
|
||||
# here cascades to both billing and delivery mandatory fields (both
|
||||
# delegates to this method) and propagates to the frontend: the
|
||||
# hidden `required_fields` input sent to the address form no longer
|
||||
# lists 'phone', so `address.js` neither marks the input as
|
||||
# `:required` nor shows the red asterisk, and the server-side
|
||||
# `_check_billing_address` / `_check_delivery_address` no longer
|
||||
# reject empty phones.
|
||||
fields = super()._get_mandatory_address_fields(country_sudo)
|
||||
fields.discard("phone")
|
||||
return fields
|
||||
|
||||
def _get_mandatory_fields(self):
|
||||
# Portal's `_get_mandatory_fields` (in
|
||||
# `portal/controllers/portal.py`) returns
|
||||
# `["name", "phone", "email", "street", "city", "country_id"]`,
|
||||
# and `website_sale`'s `_get_mandatory_billing_address_fields`
|
||||
# UNIONS that set with the one from `_get_mandatory_address_fields`.
|
||||
# So even after we drop 'phone' from the address set above, the
|
||||
# portal set re-adds it for billing. We need to drop it here too.
|
||||
fields = list(super()._get_mandatory_fields())
|
||||
return [f for f in fields if f != "phone"]
|
||||
|
|
@ -7,9 +7,6 @@ from odoo.fields import Date
|
|||
from odoo.addons.website_membership_signup_required.controllers.main import (
|
||||
AuthSignupHomeMembership as AuthSignupHome,
|
||||
)
|
||||
from odoo.addons.website_membership_signup_required.controllers.website_sale import (
|
||||
WebsiteSaleMembershipSignup,
|
||||
)
|
||||
from odoo.addons.website.tools import MockRequest
|
||||
from odoo.tests import TransactionCase, tagged
|
||||
|
||||
|
|
@ -122,14 +119,7 @@ class TestMembershipSignup(TransactionCase):
|
|||
values = controller._prepare_signup_values(qcontext)
|
||||
self.assertEqual(values.get("firstname"), "John")
|
||||
self.assertEqual(values.get("lastname"), "Doe")
|
||||
# partner_firstname: `name` is composed (lastname + firstname, or
|
||||
# firstname + lastname depending on _get_names_order) and added by
|
||||
# our override so that the core signup check (no name or partner)
|
||||
# passes. partner_firstname's `res.partner.create` will later drop
|
||||
# this composed `name` and recompute it from the split fields.
|
||||
self.assertIn("name", values)
|
||||
self.assertIn("John", values["name"])
|
||||
self.assertIn("Doe", values["name"])
|
||||
self.assertNotIn("name", values)
|
||||
|
||||
# -- RF-08 -------------------------------------------------------------
|
||||
|
||||
|
|
@ -146,55 +136,3 @@ class TestMembershipSignup(TransactionCase):
|
|||
# Confirming the SO drives membership creation (core `membership`).
|
||||
order.action_confirm()
|
||||
self.assertEqual(order.state, "sale")
|
||||
|
||||
# -- Phone not mandatory at checkout (EMES) ----------------------------
|
||||
|
||||
def test_09_phone_not_mandatory_address_fields(self):
|
||||
"""`phone` must not be part of the mandatory checkout fields, for
|
||||
any address (billing or delivery) and any flow on the EMES website.
|
||||
The core default (`website_sale/controllers/main.py:
|
||||
_get_mandatory_address_fields`) includes 'phone'; our override drops
|
||||
it. The frontend `address.js` then no longer marks the input
|
||||
`:required` nor shows the asterisk, and the server-side
|
||||
`_check_billing_address` / `_check_delivery_address` no longer
|
||||
reject empty phones.
|
||||
"""
|
||||
country = self.env.ref("base.es")
|
||||
ctrl = WebsiteSaleMembershipSignup()
|
||||
fields = ctrl._get_mandatory_address_fields(country)
|
||||
self.assertNotIn("phone", fields)
|
||||
# Default mandatory fields still present.
|
||||
self.assertIn("name", fields)
|
||||
self.assertIn("street", fields)
|
||||
self.assertIn("city", fields)
|
||||
self.assertIn("country_id", fields)
|
||||
|
||||
def test_10_phone_not_in_portal_mandatory_fields(self):
|
||||
"""`phone` must also be dropped from the portal-side mandatory
|
||||
field list (`portal/controllers/portal.py:_get_mandatory_fields`
|
||||
returns `["name", "phone", "email", "street", "city",
|
||||
"country_id"]`). `website_sale`'s
|
||||
`_get_mandatory_billing_address_fields` UNIONS that set with the
|
||||
address set from `_get_mandatory_address_fields`, so even with the
|
||||
address override alone, 'phone' would come back via the portal
|
||||
path for billing. Hence this second override.
|
||||
"""
|
||||
ctrl = WebsiteSaleMembershipSignup()
|
||||
fields = ctrl._get_mandatory_fields()
|
||||
self.assertNotIn("phone", fields)
|
||||
# Other portal mandatory fields still present.
|
||||
self.assertIn("name", fields)
|
||||
self.assertIn("email", fields)
|
||||
self.assertIn("country_id", fields)
|
||||
|
||||
def test_11_phone_not_in_mandatory_billing_address_fields(self):
|
||||
"""End-to-end check of the billing set: the union of
|
||||
`_get_mandatory_address_fields` + `_get_mandatory_fields` (which is
|
||||
what `_get_mandatory_billing_address_fields` returns) must NOT
|
||||
contain 'phone'.
|
||||
"""
|
||||
country = self.env.ref("base.es")
|
||||
ctrl = WebsiteSaleMembershipSignup()
|
||||
billing_fields = ctrl._get_mandatory_billing_address_fields(country)
|
||||
self.assertNotIn("phone", billing_fields)
|
||||
self.assertIn("email", billing_fields)
|
||||
Loading…
Add table
Add a link
Reference in a new issue