This commit improves some messages and usability for loyalty and its
submodules:
- Coupons should not be restricted to the partner assigned to them
anymore
- Merged "I have a promo code" and "Use a gift card" into a single
toggle
- Boolean fields have been added to each app to disable them where we
don't want them.
- Reduced the size of coupon codes
This means that we increase the risk of collision which should be
handled by the model as well now.
Creating a coupon with an existing code will retry the creation (up
to 10 times) until the coupon is indeed created.
- Make it clearer in the coupon generation wizard that an email will be
sent to the customer.
- Reintroduce coupon/gift card details on sale order lines in eCommerce
which was wrongfully removed.
- Remove the "on product with taxes: " message on order lines when
the amount is not split between taxes or if the tax message would be
empty.
- Make it possible for some error messages to be displayed as warning
instead of errors
- Split program types in two menuitems, one for promotions discount
loyalty etc and one for gift cards and ewallet, the latter has
simplified views.
- Views overall have been reviewed to make it easier to understand how
to programs work. New program types have also been added.
TaskId-2951413
Part-of: odoo/odoo#99023
Co-authored-by: William Braeckman <wbr@odoo.com>
This module is an unification of `coupon`, `gift_card` and an extraction
of the program models of `pos_loyalty`.
The goal of this module is to unify the creation of coupon, promotion,
gift_card, loyalty programs etc.. into a single base module and share
the same models.
Managers will be able to create programs based on rules and rewards.
Programs may apply on the current order (rules and rewards)
or on future orders, where the rules must match the first order to get a
reward on the second order
or even be nominative and accumulate points over multiple orders.
Every program is based on a point system. And each use of the program
will result in the creation of a coupon (except for nominative programs
which should be limited to one card per customer).
A rule may filter on quantity, money spent and products and give points
on the order, the amount of units paid or the amount of money spent.
A reward could be a free product, a discount or (with an additional
module) free shipping.
Discounts can be percentage based, fixed, or based on the amount of
points the card has.
They can also be filtered on products or tags, to discount specific
products.
A new feature is also being able to select communication plan for these
programs.
The manager can define a template to be sent upon the creation of a new
coupon/card or when reaching a certain amount of points.
TaskId-2675382
For empty list design:
Co-authored-by: Carlos Valverde <cvs@odoo.com>
William Braeckman