Nshimiyimana Séna
a6f8d1554f
A customer has a gift card product linked to a specific income account. When sold, the income account associated with the gift card product is credited correctly. The issue arises when the gift card is consumed within a sales order. An order line is added using a "dummy product" to indicate the gift card's usage (one dummy product is created for each loyalty program). Due to this, when an account move is created from the sale order, the income account defined on the dummy product is used instead of the one on the gift card product. This leads to the wrong income account being debited, causing unbalanced accounting entries. There's currently no way to link back to the original gift card product from a `loyalty.card` record. Because of this, the system cannot identify the correct income account to debit. Fixing this would require adding a new field, which we can't do in stable. A potential workaround is to find the dummy product and set the income account to the same as the gift card product. However, with one dummy product for each `loyalty.program`, all named "Gift Card", finding the right dummy product is difficult. This commit aims to simplify the workaround by adding a link to the associated dummy product on the `loyalty.program` form view. This change should ease the process of finding and modifying the correct dummy product, thus mitigating the issue in the current stable version. opw-3239720 opw-3373287 closes odoo/odoo#133461 X-original-commit: 767eccb122055cd9a474ce5110cb7296eb9ef4c2 Signed-off-by: Séna Serge Nshimiyimana (sesn) <sesn@odoo.com>
237 lines
15 KiB
XML
237 lines
15 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- DISCOUNT & LOYALTY -->
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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="Discount & 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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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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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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invisible="program_type != 'ewallet'" context="{'default_mode': 'selected'}"/>
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</header>
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<sheet>
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<widget name="web_ribbon" title="Archived" bg_color="text-bg-danger" invisible="active"/>
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<div class="oe_button_box" name="button_box">
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<button class="oe_stat_button" type="object" name="action_open_loyalty_cards" 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" invisible="program_type not in ('coupons', 'next_order_coupons')">Coupons</span>
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<span class="o_stat_text" invisible="program_type != 'loyalty'">Loyalty Cards</span>
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<span class="o_stat_text" invisible="program_type not in ('promotion', 'buy_x_get_y')">Promos</span>
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<span class="o_stat_text" invisible="program_type != 'promo_code'">Discount</span>
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<span class="o_stat_text" invisible="program_type != 'gift_card'">Gift Cards</span>
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<span class="o_stat_text" invisible="program_type != 'ewallet'">eWallets</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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<field name="applies_on" 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="filterable_selection" readonly="coupon_count != 0" options="{'blacklisted_values': ['gift_card', 'ewallet']}"/>
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<p class="text-muted" invisible="program_type != 'coupons'" colspan="2">
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Generate & share coupon codes manually. It can be used in eCommerce, Point of Sale or regular orders to claim the Reward. You can define constraints on its usage through conditional rule.
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<div groups="base.group_no_one">
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When generating coupon, you can define a specific points value that can be exchanged for rewards.
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</div>
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</p>
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<p class="text-muted" invisible="program_type != 'loyalty'" colspan="2">
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When customers make an order, they accumulate points they can exchange for rewards on the current order or on a future one.
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</p>
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<p class="text-muted" invisible="program_type != 'promotion'" colspan="2">
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Set up conditional rules on the order that will give access to rewards for customers
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<div groups="base.group_no_one">
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Each rule can grant points to the customer he will be able to exchange against rewards
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</div>
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</p>
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<p class="text-muted" invisible="program_type != 'promo_code'" colspan="2">
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Define Discount codes on conditional rules then share it with your customers for rewards.
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</p>
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<p class="text-muted" invisible="program_type != 'buy_x_get_y'" colspan="2">
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Grant 1 credit for each item bought then reward the customer with Y items in exchange of X credits.
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</p>
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<p class="text-muted" invisible="program_type != 'next_order_coupons'" colspan="2">
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Drive repeat purchases by sending a unique, single-use coupon code for the next purchase when a customer buys something in your store.
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</p>
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<p class="text-muted" invisible="program_type != 'gift_card'" colspan="2">
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Gift Cards are created manually or automatically sent by email when the customer orders a gift card product.
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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" invisible="program_type != 'ewallet'" colspan="2">
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eWallets are created manually or automatically when the customer orders a eWallet product.
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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="trigger_product_ids" string="Gift Card Products" widget="many2many_tags" invisible="program_type != 'gift_card'"/>
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<field name="trigger_product_ids" string="eWallet Products" widget="many2many_tags" invisible="program_type != 'ewallet'"/>
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<field name="payment_program_discount_product_id" groups="base.group_no_one" invisible="program_type not in ('gift_card', 'ewallet')"/>
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<field name="mail_template_id" invisible="program_type not in ('gift_card', 'ewallet')"/>
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<field name="currency_id"/>
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<field name="currency_symbol" invisible="1"/>
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<field name="pricelist_ids"
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widget="many2many_tags"
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invisible="program_type in ('gift_card', 'ewallet')"
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groups="product.group_product_pricelist"/>
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<field name="portal_point_name" invisible="program_type in ('loyalty', 'gift_card', 'ewallet')" string="Points Unit" groups="base.group_no_one"/>
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<field name="portal_point_name" invisible="program_type in ('gift_card', 'ewallet') or program_type != 'loyalty'" string="Points Unit"/>
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<field name="portal_visible" invisible="1"/>
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<field name="portal_visible" groups="base.group_no_one" string="Show points Unit" invisible="program_type in ('gift_card', 'ewallet')"/>
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<field name="trigger" invisible="1"/>
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<field name="trigger" string="Program trigger" groups="base.group_no_one" widget="selection" readonly="1" force_save="1"/>
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<field name="applies_on" invisible="1"/>
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<field name="applies_on" string="Use points on" groups="base.group_no_one" widget="radio" readonly="1" force_save="1"/>
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</group>
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<group>
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<field name="date_from" invisible="program_type in ('gift_card', 'ewallet')"/>
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<field name="date_to" invisible="program_type in ('gift_card', 'ewallet')"/>
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<label for="limit_usage" invisible="program_type in ('gift_card', 'ewallet')"/>
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<span invisible="program_type in ('gift_card', 'ewallet')">
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<field name="limit_usage" class="oe_inline"/>
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<span invisible="not limit_usage"> to <field name="max_usage" class="oe_inline"/> usages</span>
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</span>
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<field name="company_id" invisible="1"/>
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<field name="company_id" groups="base.group_multi_company"/>
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<field name="available_on" invisible="1"/>
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<label class="o_form_label" for="available_on" string="Available On" invisible="1"/>
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<div id="o_loyalty_program_availabilities" invisible="1"/>
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<field name="portal_point_name" invisible="program_type not in ('gift_card', 'ewallet')" string="Displayed as" groups="base.group_no_one"/>
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</group>
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</group>
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<notebook invisible="program_type in ('gift_card', 'ewallet')">
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<page string="Rules & 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 rule"
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class="o_loyalty_kanban_inline" widget="loyalty_one2many" context="{'currency_symbol': currency_symbol, 'program_type': program_type}"/>
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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, 'program_type': program_type}"/>
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</group>
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</group>
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</page>
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<page string="Communications" name="communications" 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="coupon_count_display" string="Items"/>
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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_discount_loyalty_action" model="ir.actions.act_window">
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<field name="name">Discount & 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="domain">[('program_type', 'not in', ('gift_card', 'ewallet'))]</field>
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<field name="help" type="html">
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<div class="o_loyalty_not_found container mt64">
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<h1>No program found.</h1>
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<p class="lead">Create one from scratch, or use a templates below:</p>
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</div>
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</field>
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</record>
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<record id="action_loyalty_program_tree_discount_loyalty" model="ir.actions.act_window.view">
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<field name="view_mode">tree</field>
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<field name="sequence">1</field>
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<field name="view_id" ref="loyalty_program_view_tree"/>
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<field name="act_window_id" ref="loyalty_program_discount_loyalty_action"/>
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</record>
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<record id="action_loyalty_program_form_discount_loyalty" model="ir.actions.act_window.view">
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<field name="view_mode">form</field>
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<field name="sequence">2</field>
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<field name="view_id" ref="loyalty_program_view_form"/>
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<field name="act_window_id" ref="loyalty_program_discount_loyalty_action"/>
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</record>
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<!-- GIFT & EWALLET -->
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<record id="loyalty_program_gift_ewallet_view_form" model="ir.ui.view">
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<field name="name">loyalty.program.gift.ewallet.view.form</field>
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<field name="model">loyalty.program</field>
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<field name="inherit_id" ref="loyalty_program_view_form"/>
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<field name="mode">primary</field>
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<field name="arch" type="xml">
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<form position="attributes">
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<attribute name="string">Gift & Ewallet</attribute>
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</form>
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<field name="program_type" position="attributes">
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<attribute name="options">{'whitelisted_values': ['gift_card', 'ewallet']}</attribute>
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</field>
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</field>
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</record>
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<record id="loyalty_program_gift_ewallet_action" model="ir.actions.act_window">
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<field name="name">Gift cards & eWallet</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="context">{'menu_type': 'gift_ewallet', 'default_program_type': 'gift_card'}</field>
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<field name="domain">[('program_type', 'in', ('gift_card', 'ewallet'))]</field>
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<field name="help" type="html">
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<div class="o_loyalty_not_found container mt64">
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<h1>No loyalty program found.</h1>
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<p class="lead">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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<record id="action_loyalty_program_tree_gift_card_ewallet" model="ir.actions.act_window.view">
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<field name="view_mode">tree</field>
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<field name="sequence">1</field>
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<field name="view_id" ref="loyalty_program_view_tree"/>
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<field name="act_window_id" ref="loyalty_program_gift_ewallet_action"/>
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</record>
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<record id="action_loyalty_program_form_gift_card_ewallet" model="ir.actions.act_window.view">
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<field name="view_mode">form</field>
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<field name="sequence">2</field>
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<field name="view_id" ref="loyalty_program_gift_ewallet_view_form"/>
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<field name="act_window_id" ref="loyalty_program_gift_ewallet_action"/>
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</record>
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</odoo>
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