feat(community_membership): tier model, res.partner extension, settings (Session 1-A)

Adds the membership foundation: community.membership.tier (admin-configurable
tiers, each auto-creating a linked invoicing product), res.partner membership
fields (member ID, tier, state, family grouping, volunteer tracking), and a
res.config.settings page (org name, member-ID format, renewal offsets, portal
toggle) - all backed by ir.config_parameter so nothing is hardcoded.

Member IDs are generated on activation via a configurable format string
({year}/{seq}) resolved against an ir.sequence. Adds the Membership Manager
group/menu and views (tier list/form, partner form tab, list columns, search
filters, settings page).

Along the way, hit two real Odoo 19 API changes vs. older tutorials/docs:
res.groups.category_id was replaced by privilege_id -> res.groups.privilege,
and module settings pages now use the <app>/<block>/<setting> pattern
inherited from base.res_config_settings_view_form rather than raw divs.

Verified by upgrading the module against a live Odoo 19 + Postgres 16
container: installs clean, all 4 tests pass (tier->product creation, member
ID generation on activation, one-time/lifetime tiers never expire,
configurable ID format), and the module still installs cleanly for its
dependents (community_benefits, tncsc_deployment).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

addons/community_membership/__init__.py

@@ -0,0 +1 @@
+from . import models

addons/community_membership/__manifest__.py

@@ -29,7 +29,15 @@ configuration record managed by the deployment layer.
         'portal',
         'website',
     ],
-    'data': [],
+    'data': [
+        'security/membership_security.xml',
+        'security/ir.model.access.csv',
+        'data/ir_sequence.xml',
+        'views/membership_tier_views.xml',
+        'views/res_partner_views.xml',
+        'views/res_config_settings_views.xml',
+        'views/membership_menus.xml',
+    ],
     'demo': [],
     'images': ['static/description/banner.png'],
     'application': True,

addons/community_membership/data/ir_sequence.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="seq_membership_member_id" model="ir.sequence">
+        <field name="name">Membership Member ID</field>
+        <field name="code">community.membership.member_id</field>
+        <field name="padding">4</field>
+        <field name="number_increment">1</field>
+        <field name="implementation">no_gap</field>
+    </record>
+</odoo>

addons/community_membership/models/__init__.py

@@ -0,0 +1,3 @@
+from . import membership_tier
+from . import res_partner
+from . import res_config_settings

addons/community_membership/models/membership_tier.py

@@ -0,0 +1,80 @@
+from odoo import api, fields, models
+
+PERIOD_DURATION_DAYS = {
+    'annual': 365,
+    'monthly': 30,
+    'one_time': None,  # never expires
+}
+
+
+class CommunityMembershipTier(models.Model):
+    _name = 'community.membership.tier'
+    _description = 'Membership Tier'
+    _order = 'sequence, id'
+
+    name = fields.Char(required=True, translate=True)
+    code = fields.Char(required=True, help="Short internal code, e.g. 'IND', 'FAM'.")
+    price = fields.Monetary(currency_field='currency_id', required=True)
+    currency_id = fields.Many2one(
+        'res.currency', required=True,
+        default=lambda self: self.env.company.currency_id,
+    )
+    period = fields.Selection(
+        [
+            ('annual', 'Annual'),
+            ('one_time', 'One-time (lifetime)'),
+            ('monthly', 'Monthly'),
+        ],
+        default='annual', required=True,
+    )
+    member_state_logic = fields.Text(
+        string='State Notes',
+        help="Free-text notes for admins on any special membership-state handling "
+             "this tier needs (e.g. lifetime tiers never move to 'expired').",
+    )
+    sequence = fields.Integer(default=10)
+    product_id = fields.Many2one(
+        'product.product', string='Membership Product', readonly=True, copy=False,
+        help="Auto-created service product used to invoice this tier's dues.",
+    )
+    active = fields.Boolean(default=True)
+
+    _code_uniq = models.Constraint(
+        'unique(code)', 'A membership tier with this code already exists.',
+    )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        tiers = super().create(vals_list)
+        for tier in tiers:
+            if not tier.product_id:
+                tier.product_id = tier._create_membership_product()
+        return tiers
+
+    def write(self, vals):
+        res = super().write(vals)
+        if 'price' in vals or 'name' in vals:
+            for tier in self:
+                if tier.product_id:
+                    tier.product_id.write(tier._membership_product_values())
+        return res
+
+    def _membership_product_values(self):
+        self.ensure_one()
+        return {
+            'name': self.name,
+            'list_price': self.price,
+            'type': 'service',
+            'sale_ok': True,
+            'purchase_ok': False,
+            'invoice_policy': 'order',
+        }
+
+    def _create_membership_product(self):
+        self.ensure_one()
+        product = self.env['product.product'].create(self._membership_product_values())
+        return product
+
+    def duration_days(self):
+        self.ensure_one()
+        return PERIOD_DURATION_DAYS.get(self.period)

addons/community_membership/models/res_config_settings.py

@@ -0,0 +1,29 @@
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    membership_org_name = fields.Char(
+        string='Organization Display Name',
+        config_parameter='community_membership.org_name',
+        help="Used in membership emails, the QR card, and the verification page. "
+             "Never hardcode an organization name in module code - set it here.",
+    )
+    membership_member_id_format = fields.Char(
+        string='Member ID Format',
+        config_parameter='community_membership.member_id_format',
+        default='MEM-{year}-{seq}',
+        help="Placeholders: {year} = activation year, {seq} = sequence number.",
+    )
+    membership_renewal_offsets = fields.Char(
+        string='Renewal Reminder Offsets (days)',
+        config_parameter='community_membership.renewal_offsets',
+        default='30,14,7',
+        help="Comma-separated list of days-before-expiry to send renewal reminders.",
+    )
+    membership_portal_enabled = fields.Boolean(
+        string='Enable Member Portal',
+        config_parameter='community_membership.portal_enabled',
+        default=True,
+    )

addons/community_membership/models/res_partner.py

@@ -0,0 +1,63 @@
+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models
+
+MEMBER_ID_SEQUENCE_CODE = 'community.membership.member_id'
+DEFAULT_MEMBER_ID_FORMAT = 'MEM-{year}-{seq}'
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    membership_member_id = fields.Char(
+        string='Member ID', copy=False, index=True, readonly=True,
+    )
+    membership_tier_id = fields.Many2one('community.membership.tier', string='Membership Tier')
+    membership_state = fields.Selection(
+        [
+            ('none', 'Not a Member'),
+            ('invoiced', 'Invoiced'),
+            ('active', 'Active'),
+            ('renewal_due', 'Renewal Due'),
+            ('expired', 'Expired'),
+        ],
+        default='none', copy=False, tracking=True,
+    )
+    membership_start = fields.Date(copy=False)
+    membership_expiry = fields.Date(copy=False)
+    family_head_id = fields.Many2one(
+        'res.partner', string='Family Head',
+        domain=[('membership_tier_id', '!=', False)],
+        help="If this member belongs to a family membership, the primary member it is grouped under.",
+    )
+    is_volunteer = fields.Boolean(string='Volunteer')
+    volunteer_hours = fields.Float(string='Volunteer Hours')
+
+    def action_activate_membership(self):
+        """Transition to 'active', generating a member ID and expiry if needed."""
+        today = fields.Date.context_today(self)
+        for partner in self:
+            if not partner.membership_tier_id:
+                continue
+            vals = {'membership_state': 'active'}
+            if not partner.membership_member_id:
+                vals['membership_member_id'] = partner._generate_member_id()
+            if not partner.membership_start:
+                vals['membership_start'] = today
+            duration_days = partner.membership_tier_id.duration_days()
+            if duration_days:
+                vals['membership_expiry'] = today + relativedelta(days=duration_days)
+            partner.write(vals)
+        return True
+
+    def _generate_member_id(self):
+        self.ensure_one()
+        get_param = self.env['ir.config_parameter'].sudo().get_param
+        member_id_format = get_param('community_membership.member_id_format', DEFAULT_MEMBER_ID_FORMAT)
+        seq_number = self.env['ir.sequence'].next_by_code(MEMBER_ID_SEQUENCE_CODE) or '1'
+        year = fields.Date.context_today(self).year
+        return (
+            member_id_format
+            .replace('{year}', str(year))
+            .replace('{seq}', seq_number)
+        )

addons/community_membership/security/ir.model.access.csv

@@ -1 +1,4 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_community_membership_tier_manager,community.membership.tier manager,model_community_membership_tier,group_membership_manager,1,1,1,1
+access_community_membership_tier_user,community.membership.tier internal read,model_community_membership_tier,base.group_user,1,0,0,0
+access_community_membership_tier_portal,community.membership.tier portal read,model_community_membership_tier,base.group_portal,1,0,0,0

addons/community_membership/security/membership_security.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="module_category_membership" model="ir.module.category">
+        <field name="name">Membership</field>
+        <field name="sequence">20</field>
+    </record>
+
+    <record id="privilege_membership" model="res.groups.privilege">
+        <field name="name">Membership</field>
+        <field name="category_id" ref="module_category_membership"/>
+    </record>
+
+    <record id="group_membership_manager" model="res.groups">
+        <field name="name">Membership Manager</field>
+        <field name="privilege_id" ref="privilege_membership"/>
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+        <field name="comment">Can manage membership tiers, member records, and renewal settings.</field>
+    </record>
+</odoo>

addons/community_membership/tests/__init__.py

@@ -0,0 +1 @@
+from . import test_membership

addons/community_membership/tests/test_membership.py

@@ -0,0 +1,69 @@
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('post_install', '-at_install')
+class TestMembership(TransactionCase):
+
+    def test_tier_creates_product(self):
+        tier = self.env['community.membership.tier'].create({
+            'name': 'Individual',
+            'code': 'IND',
+            'price': 50.0,
+            'period': 'annual',
+        })
+        self.assertTrue(tier.product_id, "Creating a tier should auto-create a membership product")
+        self.assertEqual(tier.product_id.list_price, 50.0)
+
+    def test_member_id_generated_on_activation(self):
+        tier = self.env['community.membership.tier'].create({
+            'name': 'Individual',
+            'code': 'IND2',
+            'price': 50.0,
+            'period': 'annual',
+        })
+        partner = self.env['res.partner'].create({
+            'name': 'Jane Member',
+            'membership_tier_id': tier.id,
+        })
+        self.assertFalse(partner.membership_member_id)
+        self.assertEqual(partner.membership_state, 'none')
+
+        partner.action_activate_membership()
+
+        self.assertEqual(partner.membership_state, 'active')
+        self.assertTrue(partner.membership_member_id, "Member ID should be generated on activation")
+        self.assertTrue(partner.membership_member_id.startswith('MEM-'))
+        self.assertTrue(partner.membership_start)
+        self.assertTrue(partner.membership_expiry, "Annual tier should compute an expiry date")
+
+    def test_one_time_tier_never_expires(self):
+        tier = self.env['community.membership.tier'].create({
+            'name': 'Lifetime',
+            'code': 'LIFE',
+            'price': 500.0,
+            'period': 'one_time',
+        })
+        partner = self.env['res.partner'].create({
+            'name': 'Life Member',
+            'membership_tier_id': tier.id,
+        })
+        partner.action_activate_membership()
+        self.assertEqual(partner.membership_state, 'active')
+        self.assertFalse(partner.membership_expiry, "One-time/lifetime tier should not set an expiry")
+
+    def test_member_id_format_is_configurable(self):
+        self.env['ir.config_parameter'].sudo().set_param(
+            'community_membership.member_id_format', 'TESTORG-{year}-{seq}'
+        )
+        tier = self.env['community.membership.tier'].create({
+            'name': 'Individual',
+            'code': 'IND3',
+            'price': 50.0,
+            'period': 'annual',
+        })
+        partner = self.env['res.partner'].create({
+            'name': 'Custom Format Member',
+            'membership_tier_id': tier.id,
+        })
+        partner.action_activate_membership()
+        self.assertTrue(partner.membership_member_id.startswith('TESTORG-'))

addons/community_membership/views/membership_menus.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <menuitem id="menu_membership_root" name="Membership" sequence="25"
+              groups="community_membership.group_membership_manager"/>
+
+    <menuitem id="menu_membership_members" name="Members"
+              parent="menu_membership_root" action="action_membership_members" sequence="10"/>
+
+    <menuitem id="menu_membership_configuration" name="Configuration"
+              parent="menu_membership_root" sequence="90"/>
+
+    <menuitem id="menu_membership_tiers" name="Membership Tiers"
+              parent="menu_membership_configuration" action="action_membership_tier" sequence="10"/>
+
+    <menuitem id="menu_membership_settings" name="Settings"
+              parent="menu_membership_configuration" action="action_membership_config_settings" sequence="90"/>
+</odoo>

addons/community_membership/views/membership_tier_views.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_membership_tier_list" model="ir.ui.view">
+        <field name="name">community.membership.tier.list</field>
+        <field name="model">community.membership.tier</field>
+        <field name="arch" type="xml">
+            <list string="Membership Tiers">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="price" widget="monetary"/>
+                <field name="currency_id" column_invisible="1"/>
+                <field name="period"/>
+                <field name="active" column_invisible="1"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_membership_tier_form" model="ir.ui.view">
+        <field name="name">community.membership.tier.form</field>
+        <field name="model">community.membership.tier</field>
+        <field name="arch" type="xml">
+            <form string="Membership Tier">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name"/>
+                        <h1><field name="name" placeholder="e.g. Individual"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="code"/>
+                            <field name="price" widget="monetary"/>
+                            <field name="currency_id" groups="base.group_multi_currency"/>
+                            <field name="period"/>
+                        </group>
+                        <group>
+                            <field name="sequence"/>
+                            <field name="active"/>
+                            <field name="product_id" readonly="1"/>
+                        </group>
+                    </group>
+                    <group string="Notes">
+                        <field name="member_state_logic" nolabel="1" placeholder="Optional admin notes on state handling for this tier..."/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_membership_tier" model="ir.actions.act_window">
+        <field name="name">Membership Tiers</field>
+        <field name="res_model">community.membership.tier</field>
+        <field name="view_mode">list,form</field>
+    </record>
+</odoo>

addons/community_membership/views/res_config_settings_views.xml

@@ -0,0 +1,40 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="res_config_settings_view_form_membership" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.membership</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//form" position="inside">
+                <app data-string="Membership" string="Membership" name="community_membership"
+                     groups="community_membership.group_membership_manager">
+                    <block title="Membership" id="membership_settings">
+                        <setting id="membership_org_name_setting" string="Organization Name"
+                                 help="Used in membership emails, the QR card, and the verification page">
+                            <field name="membership_org_name" placeholder="e.g. My Community Organization"/>
+                        </setting>
+                        <setting id="membership_member_id_format_setting" string="Member ID Format"
+                                 help="Placeholders: {year}, {seq}">
+                            <field name="membership_member_id_format"/>
+                        </setting>
+                        <setting id="membership_renewal_offsets_setting" string="Renewal Reminder Offsets"
+                                 help="Comma-separated days-before-expiry to send renewal reminders">
+                            <field name="membership_renewal_offsets"/>
+                        </setting>
+                        <setting id="membership_portal_enabled_setting" string="Member Portal">
+                            <field name="membership_portal_enabled"/>
+                        </setting>
+                    </block>
+                </app>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="action_membership_config_settings" model="ir.actions.act_window">
+        <field name="name">Membership Settings</field>
+        <field name="res_model">res.config.settings</field>
+        <field name="view_mode">form</field>
+        <field name="target">current</field>
+        <field name="context">{'module': 'community_membership'}</field>
+    </record>
+</odoo>

addons/community_membership/views/res_partner_views.xml

@@ -0,0 +1,71 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_partner_form_membership" model="ir.ui.view">
+        <field name="name">res.partner.form.membership</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <notebook position="inside">
+                <page string="Membership" name="membership">
+                    <group>
+                        <group>
+                            <field name="membership_member_id"/>
+                            <field name="membership_tier_id"/>
+                            <field name="membership_state"/>
+                            <field name="family_head_id"/>
+                        </group>
+                        <group>
+                            <field name="membership_start"/>
+                            <field name="membership_expiry"/>
+                            <field name="is_volunteer"/>
+                            <field name="volunteer_hours" invisible="not is_volunteer"/>
+                        </group>
+                    </group>
+                    <button name="action_activate_membership" type="object"
+                            string="Activate Membership" class="btn-primary"
+                            invisible="membership_state == 'active'"/>
+                </page>
+            </notebook>
+        </field>
+    </record>
+
+    <record id="view_partner_list_membership" model="ir.ui.view">
+        <field name="name">res.partner.list.membership</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_tree"/>
+        <field name="arch" type="xml">
+            <field name="display_name" position="after">
+                <field name="membership_member_id" optional="show"/>
+                <field name="membership_tier_id" optional="show"/>
+                <field name="membership_state" optional="show"/>
+            </field>
+        </field>
+    </record>
+
+    <record id="view_partner_kanban_membership" model="ir.ui.view">
+        <field name="name">res.partner.kanban.membership.search</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_res_partner_filter"/>
+        <field name="arch" type="xml">
+            <filter name="type_person" position="after">
+                <separator/>
+                <filter string="Members" name="is_member" domain="[('membership_state', '!=', 'none')]"/>
+                <filter string="Active Members" name="membership_active" domain="[('membership_state', '=', 'active')]"/>
+                <filter string="Renewal Due" name="membership_renewal_due" domain="[('membership_state', '=', 'renewal_due')]"/>
+                <filter string="Expired Members" name="membership_expired" domain="[('membership_state', '=', 'expired')]"/>
+                <group name="group_by" position="inside">
+                    <filter string="Membership Tier" name="group_by_tier" context="{'group_by': 'membership_tier_id'}"/>
+                    <filter string="Membership State" name="group_by_state" context="{'group_by': 'membership_state'}"/>
+                </group>
+            </filter>
+        </field>
+    </record>
+
+    <record id="action_membership_members" model="ir.actions.act_window">
+        <field name="name">Members</field>
+        <field name="res_model">res.partner</field>
+        <field name="view_mode">list,kanban,form</field>
+        <field name="domain">[('membership_state', '!=', 'none')]</field>
+        <field name="context">{'default_membership_state': 'invoiced'}</field>
+    </record>
+</odoo>