Draft:Module Partnership management

(Draft page, no need to be translated) This is a draft on how the module "Partnership management" can be designed.

This module can be used to receive request by a company to be a preferred partner. Validate, follow and cancel partnership.

Module Partnership management

The module name and path will be "partnership".

The module add a new table llx_partnership

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

We choose if the partnership is for a 'thirdparty' or for a 'member' (option named PARTNERSHIP_IS_MANAGED_FOR).

New object Partnership table

Properties:

• rowid autoincrement
• fk_soc ID of thirdparty
• fk_member ID of member
• date_partnership_start
• date_partnership_end
• status Partnershio partnership (0=draft, 1=accepted, 2=refused, 9=canceled)
• date_creat
• fk_user_create
• tms
• fk_user_update
• note_private
• note_publice
• reason_decline

Allow extrafields. (For example, for the Dolibarr foundation: "Github user", "Website")

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'):

- Partnership
   - List
   - New

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') to request to be a partner if there is no record into table llx_partnership yet.

If there is already a record, show the status and information of membership. On this tab, e should also have a button "Cancel"

Card partnership

On the page to show a partnership we have a button

• 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'n add a column on list of partnership to show the date of membership expiration.

Add a mass action "Send email"

Add a mass action "Cancel"

Creating a login on a new subscription

On a new subscription, we currently send an email with invoice. We must also check that an external account has been created and that the email contains the login and pass of the external account.

Permissions

• read (Read partnership table)
• create/modify (Create/modify partnership)
• delete (Delete a partnership)

Note

Module and new managed objects must be generated with modulebuilder.