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[WIP][16.0][mig] customer_wallet_(account-portal-pos) (do not review)#397

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legalsylvain wants to merge 111 commits intocoopiteasy:16.0from
grap:16.0-mig-pos_customer_wallet-SLG-2026
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[WIP][16.0][mig] customer_wallet_(account-portal-pos) (do not review)#397
legalsylvain wants to merge 111 commits intocoopiteasy:16.0from
grap:16.0-mig-pos_customer_wallet-SLG-2026

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@legalsylvain legalsylvain commented Jan 29, 2026

Description

Fixes

  • remove useless dependency to website module.
  • set customer_wallet_pos autoinstallable, otherwise, wallet amount is wrong if point_of_sale is installed.
  • improve computation performance.

refactoring

  • rename modules. So, the modules are next to each other in the repository. Also the main module doesn't require "account" suffix.
    • account_customer_wallet -> customer_wallet
    • portal_customer_wallet -> customer_wallet_portal
    • pos_customer_wallet -> customer_wallet_pos
  • move transient model in wizard folder
  • renaming js file, to follow odoo convention
  • minimum_wallet_amount is now stored

New features

  • account.payment.register : add a banner on payment form, to mention that it is possible to use Wallet Journal.
  • res.partner : new tree view to see all customer wallet amounts.
  • res.partner : add the wallet amount in the top of partner form view
  • res.partner : have the possibility to see the detail of all the moves that justify the current wallet amount. + same in portal.
  • Add possibility to redistribute wallet amount from a partner to another. (or many other.)

Doc

  • full update of documentation. Adding screenshot.

Checklist before approval

  • Tests are present (or not needed).
  • Credits/copyright have been changed correctly.
  • Change log snippet is present.
  • (If a new module) Moving this to OCA has been considered.

@github-grap-bot
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Hi @carmenbianca,
some modules you are maintaining are being modified, check this out!

@legalsylvain legalsylvain force-pushed the 16.0-mig-pos_customer_wallet-SLG-2026 branch 2 times, most recently from 27b3f7d to 92d3593 Compare January 29, 2026 09:59
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codecov-commenter commented Jan 29, 2026

⚠️ Please install the 'codecov app svg image' to ensure uploads and comments are reliably processed by Codecov.

Codecov Report

❌ Patch coverage is 90.46610% with 45 lines in your changes missing coverage. Please review.
✅ Project coverage is 81.54%. Comparing base (110387a) to head (ea8653c).
⚠️ Report is 460 commits behind head on 16.0.

Files with missing lines Patch % Lines
customer_wallet_portal/controllers/main.py 41.66% 14 Missing ⚠️
customer_wallet_pos/models/pos_session.py 78.94% 10 Missing and 2 partials ⚠️
...let/wizards/customer_wallet_redistribute_wizard.py 82.22% 5 Missing and 3 partials ⚠️
customer_wallet/models/res_partner.py 91.42% 5 Missing and 1 partial ⚠️
customer_wallet/models/account_payment.py 33.33% 1 Missing and 1 partial ⚠️
...er_wallet/wizards/customer_wallet_detail_wizard.py 91.66% 1 Missing and 1 partial ⚠️
customer_wallet_pos/tests/common.py 97.61% 0 Missing and 1 partial ⚠️
❗ Your organization needs to install the Codecov GitHub app to enable full functionality.
Additional details and impacted files
@@             Coverage Diff             @@
##             16.0     #397       +/-   ##
===========================================
- Coverage   94.17%   81.54%   -12.64%     
===========================================
  Files          34      205      +171     
  Lines         584     2649     +2065     
  Branches       56      261      +205     
===========================================
+ Hits          550     2160     +1610     
- Misses         27      446      +419     
- Partials        7       43       +36     

☔ View full report in Codecov by Sentry.
📢 Have feedback on the report? Share it here.

🚀 New features to boost your workflow:
  • ❄️ Test Analytics: Detect flaky tests, report on failures, and find test suite problems.

@legalsylvain legalsylvain force-pushed the 16.0-mig-pos_customer_wallet-SLG-2026 branch 7 times, most recently from 54219a6 to f2c7e26 Compare February 2, 2026 14:06
carmenbianca and others added 19 commits February 3, 2026 16:28
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
….config

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
…t payment method

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
…stead of settings

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
…ines

This does not yet live-update in the POS. The window needs to be
reloaded to see the updated balance.

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
… balance

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
…ner._invoice_total algorithm

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
…r account is set instead

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
…ly tree

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
…thout perms

Previously there was a permission error on trying to read the
`account.bank.statement.line` model.

Signed-off-by: Carmen Bianca Bakker <carmen@coopiteasy.be>
Signed-off-by: Carmen Bianca BAKKER <carmen@coopiteasy.be>
…etc...) when displaying partners with wallet account
…he customer wallet balance

- Add a dedicated wizard and menu entry to see all the wallets.
- Refactor & Improve computation mechanism.
- Fix incorrect _customer_wallet_depends() if point_of_sale is installed
- Total refactor of the portal part. Display credit and debit + fix: display pos pending moves.
…he core customer_wallet module doesn't work, when point of sale is installed
@legalsylvain legalsylvain force-pushed the 16.0-mig-pos_customer_wallet-SLG-2026 branch 2 times, most recently from 37d2f6d to c5985a0 Compare February 4, 2026 22:19
@legalsylvain legalsylvain force-pushed the 16.0-mig-pos_customer_wallet-SLG-2026 branch from c5985a0 to 78a85f3 Compare February 4, 2026 22:23
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@legalsylvain legalsylvain marked this pull request as ready for review February 4, 2026 22:28
@legalsylvain legalsylvain force-pushed the 16.0-mig-pos_customer_wallet-SLG-2026 branch from a6bffd8 to 5299fbb Compare February 10, 2026 16:30
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5 participants