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partner_compassion

README.rst

Compassion CH Partners

Production/Stable License: AGPL-3 CompassionCH/compassion-switzerland

  1. Upgrade Partners to Compassion Switzerland standards :
    • Add correspondence information
    • Redefines the views of the partners
    • Add partner geolocalization
  2. E-mail tracking :
    • Track the reception of message inside the thread
    • Restrict e-mail followers
  3. Add ambassador details information
  4. Partner segmentation survey
  5. Partner duplicate finder wizard helper
  6. Find partner address from bank statements
  7. Similarity search on partner names

Table of contents

Installation

  1. The PostgreSQL extension pg_trgm should be available. In debian based distribution you have to install the postgresql-contrib module.
  2. Install the pg_trgm extension to your database or give your postgresql user the SUPERUSER right (this allows the odoo module to install the extension to the database).

Configuration

For securely saving the partner data history (forget met), add the following parameters to your Odoo configuration file:

  • sftp_user : user for connecting on the server where the partner data history is stored
  • sftp_pwd : password
  • sftp_ip : IP address of the server
  • sftp_port : SFTP Port used to connect
  • sftp_ssh_key : SFTP SSH key
  • partner_data_password : The password for encrypted ZIP file containing erased partner history

Known issues / Roadmap

  • Missing tests for mail_message and mail_thread

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Compassion CH

Contributors

Maintainers

This module is part of the CompassionCH/compassion-switzerland project on GitHub.

You are welcome to contribute.