This PR aims to add a full featured Doctype for managing subscriptions. Once a Subscription has been saved, it doesn't require user interaction as ERPNext will automatically update the Subscription as changes occur.
How It Works
Create a Subscriber
Create a Subscription Plan
Create the subscription
ERPNext will constantly check each saved Subscription to change their status and generate new invoices as needed.
There are five:
Manually Updating A Subscription
Simply open the required Subscription and make changes. Note that changes will only reflect in subsequent invoices. Past invoices will remain the same.
If the Subscription seems not to be in sync with reality, simply click the 'Fetch Subscription Updates' button so ERPNext can immediately update it.
If you need to immediately cancel a Subscription, open the Subscription and click the 'Cancel Subscription' button. If the subscription is active at the time of cancellation, ERPNext will generate a final invoice that will be prorated by default. If you want the invoice to be for the full amount, you can adjust this in Subscription Settings
You can restart a canceled Subscription. Open the Subscription you want to restart and click the 'Restart Subscription' button. Note that restarting a Subscription will cause you to lose the history of invoices generated by the Subscription. This doesn't mean that the actual invoices will be lost, the Subscription will only 'forget' the invoices it has generated before the Subscription got restarted.
This closes #12797
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Hi @tundebabzy, thanks for your great work with this refactored module!
Just one question, why did you add a cost field in the plan doctype instead of just proposing to select a pricing list ?
I have the feeling that it adds an extra configuration step, whereas the price could be directly handled through the price list with potential pricing rules... It's just a thought and I'm interested to know if that has been done on purpose ?
Actually it was done on purpose because my mental model of the price is price of the plan, not price of the item(s) in the plan.
@tundebabzy My thought on this was to have the subscription dates be pushed around weekends and holidays using the company's holiday schedule or a designated alternative. I had a PR pulled in that added these manually, but I think the holiday list is the best place to manage this.