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Draft:Module Partnership management: Difference between revisions
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Draft:Module Partnership management (view source)
Revision as of 10:13, 10 September 2020
, 6 years ago→Permissions
Tag: 2017 source edit |
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= Module Partnership management = | =Module Partnership management= | ||
The module name and path will be "partnership". | The module name and path will be "partnership". | ||
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The module also add a new tab "Partnership" on the record of a thirdparty or a member (depending on setup). So a logged user can make a request and see its partnership status from its own thirdparty or member record. | The module also add a new tab "Partnership" on the record of a thirdparty or a member (depending on setup). So a logged user can make a request and see its partnership status from its own thirdparty or member record. | ||
= Setup of module = | =Setup of module= | ||
We choose if the partnership is for a 'thirdparty' or for a 'member' (option named PARTNERSHIP_IS_MANAGED_FOR). | We choose if the partnership is for a 'thirdparty' or for a 'member' (option named PARTNERSHIP_IS_MANAGED_FOR). | ||
= New object Partnership table = | =New object Partnership table= | ||
Properties: | Properties: | ||
* rowid autoincrement | *rowid autoincrement | ||
* fk_soc ID of thirdparty | *fk_soc ID of thirdparty | ||
* fk_member ID of member | *fk_member ID of member | ||
* date_partnership_start | *date_partnership_start | ||
* date_partnership_end | *date_partnership_end | ||
* status Partnershio partnership (0=draft, 1=accepted, 2=refused, 9=canceled) | *status Partnershio partnership (0=draft, 1=accepted, 2=refused, 9=canceled) | ||
* date_creat | *date_creat | ||
* fk_user_create | *fk_user_create | ||
* tms | *tms | ||
* fk_user_update | *fk_user_update | ||
* note_private | *note_private | ||
* note_publice | *note_publice | ||
* reason_decline | *reason_decline | ||
Allow extrafields. (For example, for the Dolibarr foundation: "Github user", "Website") | Allow extrafields. (For example, for the Dolibarr foundation: "Github user", "Website") | ||
= Menus = | =Menus= | ||
* Enabling the module will also add menu entries into thirdparty menu (if PARTNERSHIP_IS_MANAGED_FOR = 'thirdparty') or into member menu (if PARTNERSHIP_IS_MANAGED_FOR = 'member'): | |||
*Enabling the module will also add menu entries into thirdparty menu (if PARTNERSHIP_IS_MANAGED_FOR = 'thirdparty') or into member menu (if PARTNERSHIP_IS_MANAGED_FOR = 'member'): | |||
- Partnership | - Partnership | ||
- List | - List | ||
- New | - New | ||
= On the member Tab partnership on a member and thirdparty = | =On the member Tab partnership on a member and thirdparty= | ||
Show a form (on record thirdparty if PARTNERSHIP_IS_MANAGED_FOR = 'thirdparty') or on record of member (if PARTNERSHIP_IS_MANAGED_FOR = 'member') | Show a form (on record thirdparty if PARTNERSHIP_IS_MANAGED_FOR = 'thirdparty') or on record of member (if PARTNERSHIP_IS_MANAGED_FOR = 'member') | ||
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= Card partnership = | =Card partnership= | ||
On the page to show a partnership we have a button | On the page to show a partnership we have a button | ||
= On the list of partnership = | *Send email using templates. The module must add 2 templates of email for type 'partnership': On to say partnership is refused, one to say partnership is accepted. | ||
*Accept -> Set to status ACCEPTED. | |||
*Refuse -> Ask a reason and set to status REFUSED and fill the "reason_decline" field. | |||
*Cancel | |||
*Delete | |||
=On the list of partnership= | |||
If PARTNERSHIP_IS_MANAGED_FOR = 'member' | If PARTNERSHIP_IS_MANAGED_FOR = 'member', we add a column on list of partnership to show the date of membership expiration. We must be able to sort on this date. | ||
We must have the mass action "Send email" | |||
We must have the mass action "Cancel" | |||
We must have the mass action "Delete" | |||
= Enhance module Member to creating an external user login for each new member subscription = | =Enhance module Member to creating an external user login for each new member subscription= | ||
On a new member subscription (module member), we currently send an email with invoice automaticaly after receiving the online payment. | On a new member subscription (module member), we currently send an email with invoice automaticaly after receiving the online payment. | ||
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Add a mass action "Create external user" on the member list | Add a mass action "Create external user" on the member list | ||
= Permissions = | =Permissions= | ||
* read (Read | Permission supplied by module "Partnership" | ||
* create/modify (Create/modify | |||
* delete (Delete | *read (Read partnerships) | ||
*create/modify (Create/modify partnerships) | |||
*delete (Delete partnerships) | |||
= Note = | =Note= | ||
Module and new managed objects must be generated with modulebuilder. | Module and new managed objects must be generated with modulebuilder. | ||