S2B Correspondence

This release corresponds to TCPT Release 3 fully implemented and stable.

B2S Correspondence

Compassion modules in version 8, stable for handling B2S Correspondence.

Compassion Modules 8.0 RC

All modules for v8 !

Odoo Compassion Modules Final

Compassion Modules

New since v1.4 :

• Contracts are separated by different types :
  • sponsorships
  • sponsorship correspondance
  • sponsorship gifts
  • other contracts
• New SDS Tracking module
• Lot of improvements

Odoo Compassion Modules 1.4 Release Candidate

GMC Message Center

This release contains all changes needed for the message center which queues the messages exchanged between Compassion CH and GMC to work.

Message Center

Supports all the messages exchanged with gmc. Handles the errors and the status check (pending, success, failure) for all messages.

Outgoing messages

• UpsertConstituent : created when a we change the name of a sponsor or when a sponsor makes a new sponsorship (when the sponsorship is activated at first payment).
• CreateCommitment : created when a new sponsorship is activated.
• CancelCommitment : created when an active sponsorship is ended (regardless of the reason).
• CreateGift : created when a Gift for child (invoice.line) is paid.

The messages are sent when a user processes the messages created.

Incoming messages

They are added in the database by the middleware when receiving them by GMC. They will execute an action when the user processes them.

• AllocateChild : Will create a new child and fetch all information from the web services.
• DeallocateChild : Will put the child in deallocated state, making it unavailable from sponsorship. This should only occur for unsponsored children.
• UpdateChild : This has several possible events (NewImage,NewCaseStudy or Transfer). Will retrieve the new information of the child and put the child in a special state (field gmc_state) so that a user can filter the updated children and send a mailing to their sponsors.
• DepartChild : Will terminate the sponsorship and mark the child as departed, and fetch the exit details via the webservice.
• UpdateProject : Will fetch webservice for updating Compassion Project information.

Compassion Children and Projects

• Moved pictures of children in a separate object, because pictures and case studies are not updated at the same time by GMC.
• Added the module child_sync_gp, in order to push all needed information of children back into GP.
• Translations of case study descriptions largely improved by David, and views improved.
• Suspension method on projects in order to suspend funds when receiving an update from GMC (cancel invoices and advance next_invoice_date of related sponsorships).
• Child delegation done by David
• Put children on Internet and remove them from Internet
• New states of children : 'Reinstated' when a previously departed child comes back and was previously sponsored (in order to propose him to his old sponsor), 'Error' when a process of an update fails, 'Deallocated'.
• Handling of Biennial state

Odoo Accounting 1.3 Release Candidate

Clean invoices

• When a contract or a contract group is modified, the goal is to modify all existing open invoices so that all changes are directly committed to existing invoices (except for old invoices), and so that the reconciliation can be done directly after having modified a contract.
• When a contract is terminated, if the sponsor did pay in advance, we automatically unreconcile the payment so that we can later decide for what we use the payment. The invoices are then canceled.

Others

• New split_invoice module for splitting an existing invoice into two invoices (useful if sponsor pays for one over several sponsorships)
• New module hr_planning to view the work days of the employees
• Birthday gifts invoices : set automatically the date of invoice two months before the child's birthday
• CRM improvements : allow event deletion, keep track of the salesperson of a sponsorship, ...
• Generate invoices from bank statements, given some information on the payment (useful when autocompletion is not feasible)

Odoo Accounting 1.1

• New "Waiting Mandate" state for LSV,DD sponsorships
• Children are linked to the Compassion Project
• Events and CRM Projects are better linked and synchronized
• Various bug fixes
• View improvements

Odoo First Accounting Release

This is the first release of Odoo for Compassion CH including the significant following modules :

• partner_compassion
• sponsorship_compassion
• crm_compassion

It allows creating and cancelling sponsorships from Odoo instead of GP. All information about sponsorships are synchronized with GP via the module sponsorship_sync_gp so that GP keeps most of its functionalities.

Accounting is performed from Odoo. Invoices are monthly generated and payments are read and assigned to the correct sponsor from there.

What is not yet ready to be used in production :

• message_center_compassion
• children and project descriptions