William BraeckmanandCarlos Valverde
9bb9eaf067
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>
148 lines
9.0 KiB
XML
148 lines
9.0 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="loyalty_program_view_form" model="ir.ui.view">
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<field name="name">loyalty.program.view.form</field>
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<field name="model">loyalty.program</field>
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<field name="arch" type="xml">
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<form string="Coupons & Loyalty">
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<header>
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<button name="%(loyalty_generate_wizard_action)d" string="Generate Coupons" class="btn-primary" type="action"
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attrs="{'invisible': [('program_type', '!=', 'coupons')]}"/>
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<button name="%(loyalty_generate_wizard_action)d" string="Generate Gift Cards" class="btn-primary" type="action"
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attrs="{'invisible': [('program_type', '!=', 'gift_card')]}"/>
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<button name="%(loyalty_generate_wizard_action)d" string="Generate eWallet" class="btn-primary" type="action"
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attrs="{'invisible': [('program_type', '!=', 'ewallet')]}" context="{'default_mode': 'selected'}"/>
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</header>
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<sheet>
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<div class="oe_button_box" name="button_box">
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<button class="oe_stat_button" type="action" name="%(loyalty_card_action)d" icon="fa-tags">
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<div class="o_form_field o_stat_info">
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<span class="o_stat_value">
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<field name="coupon_count"/>
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</span>
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<span class="o_stat_text" attrs="{'invisible': [('program_type', '!=', 'coupons')]}">Coupons</span>
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<span class="o_stat_text" attrs="{'invisible': [('program_type', '!=', 'gift_card')]}">Gift Cards</span>
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<span class="o_stat_text" attrs="{'invisible': [('program_type', '!=', 'ewallet')]}">eWallets</span>
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<span class="o_stat_text" attrs="{'invisible': [('program_type', '!=', 'loyalty')]}">Loyalty Cards</span>
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<span class="o_stat_text" attrs="{'invisible': [('program_type', '!=', 'promotion')]}">Promos</span>
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</div>
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</button>
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</div>
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<field name="active" invisible="1"/>
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<div class="oe_title">
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<label for="name" string="Program Name"/>
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<h1>
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<field name="name" placeholder="e.g. 10% discount on laptops"/>
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</h1>
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</div>
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<group>
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<group>
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<label for="program_type"/>
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<div>
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<field name="program_type" widget="selection"/>
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<p class="text-muted" attrs="{'invisible': [('program_type', '!=', 'coupons')]}" colspan="2">
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Generate & share coupon code manually.
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<br/>
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Rewards are provided when the user provides a coupon code in the eCommerce, Point of Sale or regular orders.
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<br/>
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Add triggers for constraints on coupon usage.
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</p>
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<p class="text-muted" attrs="{'invisible': [('program_type', '!=', 'loyalty')]}" colspan="2">
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Once a sale order is validated, the customers get Loyalty Points that can be used in the current order, or accumulated in future orders.
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</p>
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<p class="text-muted" attrs="{'invisible': [('program_type', '!=', 'gift_card')]}" colspan="2">
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Gift Cards are created and sent by email when the customer orders a product defined in your triggers.
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<br/>
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Then, Gift Cards can be used to pay orders.
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</p>
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<p class="text-muted" attrs="{'invisible': [('program_type', '!=', 'promotion')]}" colspan="2">
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Set up triggers based on a promotional code and/or products purchased, that give access to reward on the current order.
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</p>
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<p class="text-muted" attrs="{'invisible': [('program_type', '!=', 'ewallet')]}" colspan="2">
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Personal eWallet are created when the customer orders a product defined in the triggers.
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<br/>
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Then, eWallets are proposed during the checkout, to pay orders.
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</p>
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</div>
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="currency_id"/>
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<field name="currency_symbol" invisible="1"/>
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</group>
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<group>
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<field name="date_to"/>
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<label for="limit_usage"/>
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<span>
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<field name="limit_usage" class="oe_inline"/>
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<span attrs="{'invisible': [('limit_usage', '=', False)]}"> to <field name="max_usage" class="oe_inline"/> usages</span>
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</span>
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<label for="portal_visible" string="Show points"/>
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<span>
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<field name="portal_visible" class="oe_inline"/>
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<span attrs="{'invisible': [('portal_visible', '=', False)]}"> as <field name="portal_point_name" class="oe_inline"/></span>
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</span>
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<field name="applies_on" widget="radio" groups="base.group_no_one"/>
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<field name="trigger" widget="radio" groups="base.group_no_one" attrs="{'invisible': [('applies_on', '!=', 'current')]}"/>
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</group>
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</group>
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<notebook>
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<page string="Triggers & Rewards" name="rules_rewards">
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<group>
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<group>
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<field name="rule_ids" colspan="2" mode="kanban" nolabel="1" add-label="Add a trigger"
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class="o_loyalty_kanban_inline" widget="loyalty_one2many" context="{'currency_symbol': currency_symbol}"/>
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</group>
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<group>
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<field name="reward_ids" colspan="2" mode="kanban" nolabel="1" add-label="Add a reward"
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class="o_loyalty_kanban_inline" widget="loyalty_one2many" context="{'currency_symbol': currency_symbol}"/>
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</group>
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</group>
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</page>
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<page string="Communications" name="communications" attrs="{'invisible': [('applies_on', '=', 'current')]}">
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<field name="communication_plan_ids" mode="tree"/>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<record id="loyalty_program_view_tree" model="ir.ui.view">
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<field name="name">loyalty.program.view.tree</field>
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<field name="model">loyalty.program</field>
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<field name="arch" type="xml">
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<tree js_class="loyalty_program_list_view">
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="program_type"/>
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<field name="active"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</tree>
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</field>
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</record>
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<record id="loyalty_program_view_search" model="ir.ui.view">
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<field name="name">loyalty.program.view.search</field>
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<field name="model">loyalty.program</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<separator/>
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<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
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</search>
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</field>
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</record>
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<record id="loyalty_program_action" model="ir.actions.act_window">
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<field name="name">Promotions, Gift Card, Loyalty</field>
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<field name="res_model">loyalty.program</field>
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<field name="view_mode">tree,form</field>
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<field name="help" type="html">
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<div class="o_loyalty_not_found container">
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<h1>No loyalty program found.</h1>
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<p class="lead font-weight-light">Create a new one from scratch, or use one of the templates below.</p>
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</div>
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</field>
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</record>
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</odoo>
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