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[ADD] sale_loyalty_partner_applicability: New module
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pilarvargas-tecnativa committed Oct 30, 2023
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100 changes: 100 additions & 0 deletions sale_loyalty_partner_applicability/README.rst
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==================================
Sale Loyalty Partner Applicability
==================================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--promotion-lightgray.png?logo=github
:target: https://github.com/OCA/sale-promotion/tree/16.0/sale_loyalty_partner_applicability
:alt: OCA/sale-promotion
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This module extends the loyalty_partner_applicability functionality. When this filter
is defined, the promotion rule will only be applied to customers who meet the specified
conditions in the filter.
The coupons generated in a sales order for a specific member promotion can be shared
between members of the same trading entity.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure the partner based promotion filter:

Go to *Sales > Products > Discount & Loyalty* and select or create a new one.
In conditional rules set the condition based on customers.

In promotions that generate coupons for the next sale, we can allow coupon sharing
between members of the same commercial entity.
To allow this, go to *Settings > Sales > Pricing* and check the option "Allow coupon sharing".

Usage
=====

Go to a sales order and apply the promotion accordingly. If the sales order meets the
requirements set in the partner based filter the promotion will be applied to that order.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-promotion/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-promotion/issues/new?body=module:%20sale_loyalty_partner_applicability%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* `Tecnativa <https://www.tecnativa.com>`_:

* Pilar Vargas

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/sale-promotion <https://github.com/OCA/sale-promotion/tree/16.0/sale_loyalty_partner_applicability>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions sale_loyalty_partner_applicability/__init__.py
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from . import models
16 changes: 16 additions & 0 deletions sale_loyalty_partner_applicability/__manifest__.py
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# Copyright 2023 Tecnativa - Pilar Vargas
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Sale Loyalty Partner Applicability",
"summary": "Enables the definition of a customer filter for promotion rules that will "
"only be applied to customers who meet the specified conditions in the filter.",
"version": "16.0.1.0.0",
"category": "Sale",
"website": "https://github.com/OCA/sale-promotion",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"depends": ["sale_loyalty", "loyalty_partner_applicability"],
"data": [
"views/res_config_settings.xml",
],
}
2 changes: 2 additions & 0 deletions sale_loyalty_partner_applicability/models/__init__.py
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from . import sale_order
from . import res_config_settings
13 changes: 13 additions & 0 deletions sale_loyalty_partner_applicability/models/res_config_settings.py
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# Copyright 2023 Tecnativa - Pilar Vargas Moreno
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import fields, models


class ResConfigSettings(models.TransientModel):

_inherit = "res.config.settings"

allow_coupon_sharing = fields.Boolean(
string="Allow coupon sharing", config_parameter="allow_coupon_sharing"
)
78 changes: 78 additions & 0 deletions sale_loyalty_partner_applicability/models/sale_order.py
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# Copyright 2023 Tecnativa - Pilar Vargas
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
import ast

from odoo import _, models
from odoo.osv import expression


class SaleOrder(models.Model):
_inherit = "sale.order"

def _get_partner_domain(self, rule, partner_id):
domain = []
if rule.rule_partners_domain != "[]":
allow_sharing = (
self.env["ir.config_parameter"].sudo().get_param("allow_coupon_sharing")
)
if allow_sharing:
domain = [
("commercial_partner_id", "=", partner_id.commercial_partner_id.id)
]
else:
domain = [("id", "=", partner_id.id)]

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domain = expression.AND(
[ast.literal_eval(rule.rule_partners_domain), domain]
)
return domain

def _is_valid_partner(self, program):
"""
Check if the partner is eligible for a loyalty program based on partner domains.
This method iterates through the loyalty program's rules and their partner
domains. It verifies if the partner meets the eligibility criteria specified
in the partner domain of each rule. When the partner is found eligible for a
rule, the program is considered valid.
Args:
program (recordset): The loyalty program for which partner eligibility is checked.
Returns:
bool: True if the partner is eligible for the program, False otherwise.
"""
for rule in program.rule_ids:
partner_domain = self._get_partner_domain(rule, self.partner_id)
if partner_domain:
if self.env["res.partner"].search_count(partner_domain):
return True
return False

def _program_check_compute_points(self, programs):
"""
Check and ensure partner eligibility for loyalty programs.
This method extends the behavior of checking and computing loyalty program
points. It checks if the customer meets the partner eligibility criteria
for each program. If a customer does not meet the criteria, an error is
added to the results for that program.
"""
res = super()._program_check_compute_points(programs)
for program, result in res.items():
if result.get("error", False):
continue
if not self._is_valid_partner(program):
res[program] = {
"error": _("The customer doesn't have access to this reward.")
}
return res

def _try_apply_code(self, code):
res = super()._try_apply_code(code)
base_domain = self._get_trigger_domain()
domain = expression.AND(
[base_domain, [("mode", "=", "with_code"), ("code", "=", code)]]
)
program = self.env["loyalty.rule"].search(domain).program_id
if not program:
program = self.env["loyalty.card"].search([("code", "=", code)]).program_id
# Check that the partner is valid when applying the coupon code.
if not self._is_valid_partner(program):
return {"error": _("The customer doesn't have access to this reward.")}
return res
8 changes: 8 additions & 0 deletions sale_loyalty_partner_applicability/readme/CONFIGURE.rst
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To configure the partner based promotion filter:

Go to *Sales > Products > Discount & Loyalty* and select or create a new one.
In conditional rules set the condition based on customers.

In promotions that generate coupons for the next sale, we can allow coupon sharing
between members of the same commercial entity.
To allow this, go to *Settings > Sales > Pricing* and check the option "Allow coupon sharing".
3 changes: 3 additions & 0 deletions sale_loyalty_partner_applicability/readme/CONTRIBUTORS.rst
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* `Tecnativa <https://www.tecnativa.com>`_:

* Pilar Vargas
5 changes: 5 additions & 0 deletions sale_loyalty_partner_applicability/readme/DESCRIPTION.rst
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This module extends the loyalty_partner_applicability functionality. When this filter
is defined, the promotion rule will only be applied to customers who meet the specified
conditions in the filter.
The coupons generated in a sales order for a specific member promotion can be shared
between members of the same trading entity.
2 changes: 2 additions & 0 deletions sale_loyalty_partner_applicability/readme/USAGE.rst
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Go to a sales order and apply the promotion accordingly. If the sales order meets the
requirements set in the partner based filter the promotion will be applied to that order.
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