create_program_wizard.xml

<?xml version="1.0" encoding="UTF-8" ?>
<!--
Part of OpenSPP. See LICENSE file for full copyright and licensing details.
-->
<odoo>
    <!-- ========================================== -->
    <!-- BASE WIZARD FORM VIEW                      -->
    <!-- ========================================== -->
    <!-- This is the base form view that other modules extend.
         Extension modules add their specific fields/pages here. -->
    <record id="create_program_wizard_form_view" model="ir.ui.view">
        <field name="name">Create Program Wizard</field>
        <field name="model">spp.program.create.wizard</field>
        <field name="arch" type="xml">
            <form string="Create a New Program">
                <header>
                    <field name="state" widget="statusbar" statusbar_visible="step1,step2" />
                </header>
                <sheet>
                    <!-- ======================================== -->
                    <!-- STEP 1: Program Basics (no tabs)         -->
                    <!-- ======================================== -->
                    <div invisible="state != 'step1'" name="step1_content">
                        <group>
                            <group>
                                <field
                                    name="name"
                                    placeholder="e.g., Emergency Cash Transfer 2025"
                                    string="Program Name"
                                />
                                <field
                                    name="entitlement_type"
                                    widget="radio"
                                    options="{'horizontal': true}"
                                    string="Benefit Type"
                                />
                            </group>
                            <group>
                                <field
                                    name="target_type"
                                    widget="radio"
                                    options="{'horizontal': true}"
                                    string="Beneficiaries"
                                    help="Individual: Each person enrolled separately. Group: Households/groups enrolled together."
                                />
                                <field
                                    name="currency_id"
                                    options="{'no_open':True,'no_create':True}"
                                    string="Currency"
                                />
                            </group>
                        </group>
                        <group name="benefit_type_section">
                            <group>
                                <field
                                    name="import_beneficiaries"
                                    widget="radio"
                                    string="Import beneficiaries now?"
                                />
                            </group>
                            <group>
                                <field
                                    name="id_type_id"
                                    options="{'no_open':true,'no_create':true,'no_create_edit':true}"
                                    string="Redemption ID"
                                    help="ID type used to identify beneficiaries when they collect their benefits"
                                />
                            </group>
                        </group>
                        <group name="quick_options_section">
                            <group>
                                <field
                                    name="auto_approve_entitlements"
                                    widget="boolean_toggle"
                                    string="Auto-approve entitlements"
                                />
                            </group>
                            <!-- Placeholder for compliance toggle added via CEL views -->
                            <group name="compliance_toggle_placeholder" />
                        </group>
                    </div>

                    <!-- ======================================== -->
                    <!-- STEP 2: Configuration Tabs               -->
                    <!-- ======================================== -->
                    <notebook invisible="state != 'step2'">
                        <!-- ======================================== -->
                        <!-- STEP 2: Who Qualifies (Eligibility)      -->
                        <!-- ======================================== -->
                        <page
                            string="Who Qualifies?"
                            name="eligibility"
                        >
                            <group colspan="4" col="4">
                                <!-- Placeholder for eligibility type selection - extended by spp_programs SPP view -->
                                <group name="eligibility_type_selection" colspan="4" col="4">
                                    <!-- Extended by create_program_wizard_form_view_spp -->
                                </group>
                            </group>
                        </page>

                        <!-- ======================================== -->
                        <!-- STEP 2: What They Receive (Entitlement)  -->
                        <!-- ======================================== -->
                        <page
                            string="Entitlements"
                            name="entitlement"
                        >
                            <!-- Cash/In-Kind specific content added via extension views -->

                            <!-- Approval Settings (compact) -->
                            <group name="approval_settings">
                                <field
                                    name="entitlement_validation_group_id"
                                    options="{'no_open':True,'no_create':True}"
                                    invisible="1"
                                />
                                <field
                                    name="entitlement_approval_definition_id"
                                    options="{'no_open':True,'no_create':True}"
                                    string="Approval Workflow"
                                    help="Who must approve entitlements before they can be paid"
                                    domain="[('model_id.model', '=', 'spp.entitlement.inkind' if entitlement_type == 'inkind' else 'spp.entitlement')]"
                                />
                            </group>
                        </page>

                        <!-- ======================================== -->
                        <!-- STEP 2: Program Schedule (Cycle)         -->
                        <!-- ======================================== -->
                        <page
                            string="Schedule"
                            name="cycle"
                        >
                            <group>
                                <group>
                                    <field
                                        name="rrule_type"
                                        widget="radio"
                                        options="{'horizontal': true}"
                                        string="Frequency"
                                    />
                                    <field
                                        name="cycle_duration"
                                        string="Duration"
                                        help="How many days/weeks/months each cycle lasts"
                                    />
                                </group>
                                <group>
                                    <field
                                        name="is_one_time_distribution"
                                        widget="boolean_toggle"
                                        string="One-time only"
                                    />
                                    <field
                                        name="cycle_approval_definition_id"
                                        options="{'no_open':True,'no_create':True}"
                                        string="Cycle Approval"
                                        help="Who must approve each distribution cycle"
                                    />
                                    <field
                                        name="approver_group_id"
                                        options="{'no_open':True,'no_create':True}"
                                        invisible="1"
                                    />
                                </group>
                            </group>

                            <!-- Weekly options (compact) -->
                            <group invisible="rrule_type != 'weekly' or is_one_time_distribution">
                                <group>
                                    <field name="mon" />
                                    <field name="tue" />
                                    <field name="wed" />
                                    <field name="thu" />
                                </group>
                                <group>
                                    <field name="fri" />
                                    <field name="sat" />
                                    <field name="sun" />
                                </group>
                            </group>

                            <!-- Monthly options (compact) -->
                            <group invisible="rrule_type != 'monthly' or is_one_time_distribution">
                                <group>
                                    <field name="month_by" widget="radio" options="{'horizontal': true}" />
                                </group>
                                <group invisible="month_by != 'date'">
                                    <field name="day" string="Day (1-31)" />
                                    <div class="text-info small" colspan="2" invisible="not day_warning">
                                        <i class="fa fa-info-circle me-1" title="Info" />
                                        <field name="day_warning" nolabel="1" class="d-inline" />
                                    </div>
                                </group>
                                <group invisible="month_by != 'day'">
                                    <field name="byday" string="Which" />
                                    <field name="weekday" />
                                </group>
                            </group>
                        </page>
                    </notebook>
                </sheet>
                <footer>
                    <button
                        string="Next: Configure Program"
                        name="next_step"
                        type="object"
                        class="btn-primary"
                        invisible="state != 'step1'"
                        icon="fa-arrow-right"
                    />
                    <button
                        string="Back"
                        name="prev_step"
                        type="object"
                        class="btn-secondary"
                        invisible="state != 'step2'"
                        icon="fa-arrow-left"
                    />
                    <button
                        string="Create Program"
                        name="create_program"
                        type="object"
                        class="btn-primary"
                        invisible="state != 'step2'"
                        icon="fa-check"
                    />
                    <button string="Cancel" class="btn-secondary" special="cancel" />
                </footer>
            </form>
        </field>
    </record>

    <!-- ========================================== -->
    <!-- SPP EXTENSION VIEW                         -->
    <!-- ========================================== -->
    <!-- Adds SPP-specific fields like eligibility domain, admin areas, etc. -->
    <record id="create_program_wizard_form_view_spp" model="ir.ui.view">
        <field name="name">Create Program Wizard - SPP Extensions</field>
        <field name="model">spp.program.create.wizard</field>
        <field name="priority">10</field>
        <field name="inherit_id" ref="spp_programs.create_program_wizard_form_view" />
        <field name="arch" type="xml">
            <!-- Add eligibility type selection -->
            <xpath expr="//group[@name='eligibility_type_selection']" position="inside">
                <field
                    name="eligibility_type"
                    colspan="4"
                    widget="radio"
                    options="{'horizontal': true}"
                    string="How should eligibility be determined?"
                />
            </xpath>

            <!-- Add default eligibility configuration -->
            <xpath expr="//group[@name='eligibility_type_selection']" position="after">
                <group
                    colspan="4"
                    col="4"
                    name="default_eligibility"
                    invisible="eligibility_type != 'default_eligibility'"
                >
                    <group colspan="4" string="Geographic Targeting" invisible="1">
                        <field
                            name="admin_area_ids"
                            colspan="4"
                            widget="many2many_tags"
                            string="Target Areas"
                            placeholder="Select administrative areas..."
                        />
                    </group>
                    <group colspan="4" string="Additional Filters">
                        <label for="eligibility_domain" string="Filter Criteria:" />
                        <field
                            name="eligibility_domain"
                            colspan="4"
                            widget="domain"
                            options="{'model': 'res.partner'}"
                            nolabel="1"
                        />
                    </group>
                </group>
            </xpath>

            <!-- Add program view selector (hidden from non-admin) -->
            <xpath expr="//group[@name='benefit_type_section']" position="after">
                <group invisible="1" groups="base.group_no_one">
                    <field
                        name="view_id"
                        options="{'no_open':true,'no_create':true,'no_create_edit':true}"
                        string="Program Form Template"
                    />
                </group>
            </xpath>
        </field>
    </record>

    <!-- ========================================== -->
    <!-- IN-KIND ENTITLEMENT EXTENSION              -->
    <!-- ========================================== -->
    <record id="create_program_wizard_form_view_inkind" model="ir.ui.view">
        <field name="name">Create Program Wizard - In-Kind Extensions</field>
        <field name="model">spp.program.create.wizard</field>
        <field name="priority">12</field>
        <field name="inherit_id" ref="spp_programs.create_program_wizard_form_view" />
        <field name="arch" type="xml">
            <!-- Add in-kind specific fields -->
            <xpath expr="//group[@name='approval_settings']" position="before">
                <group
                    string="In-Kind Settings"
                    name="inkind_settings"
                    invisible="entitlement_type != 'inkind'"
                    colspan="4"
                    col="4"
                >
                    <group colspan="2">
                        <field
                            name="manage_inventory"
                            string="Manage stock movements (inventory)"
                            widget="boolean_toggle"
                        />
                    </group>
                    <group colspan="2">
                        <field
                            name="is_evaluate_single_item"
                            string="Evaluate one item"
                            widget="boolean_toggle"
                        />
                    </group>
                </group>
                <notebook colspan="4" invisible="entitlement_type != 'inkind'">
                    <page string="Items" name="inkind_items">
                        <field name="entitlement_item_ids" nolabel="1" colspan="4">
                            <list>
                                <field name="sequence" widget="handle" />
                                <field name="product_id" />
                                <field name="quantity" />
                                <field name="uom_id" />
                                <field name="multiplier_field" />
                                <field name="max_multiplier" />
                            </list>
                            <form string="Entitlement Item">
                                <group colspan="4" col="4">
                                    <field
                                        name="product_id"
                                        options="{'no_open':True,'no_create':True,'no_create_edit':True}"
                                        colspan="4"
                                    />
                                </group>
                                <group colspan="4" col="4">
                                    <group colspan="2">
                                        <field name="quantity" />
                                    </group>
                                    <group colspan="2">
                                        <field
                                            name="uom_id"
                                            options="{'no_open':True,'no_create':True,'no_create_edit':True}"
                                        />
                                    </group>
                                </group>
                                <group colspan="4" col="4">
                                    <field
                                        name="condition"
                                        colspan="4"
                                        widget="domain"
                                        options="{'model': 'res.partner'}"
                                    />
                                </group>
                                <group colspan="4" col="4">
                                    <group colspan="2">
                                        <field
                                            name="multiplier_field"
                                            options="{'no_open':True,'no_create':True,'no_create_edit':True}"
                                        />
                                    </group>
                                    <group colspan="2">
                                        <field name="max_multiplier" />
                                    </group>
                                </group>
                            </form>
                        </field>
                    </page>
                    <page string="Inventory Settings" name="inkind_inventory" invisible="not manage_inventory">
                        <group colspan="4" col="4">
                            <field
                                name="warehouse_id"
                                options="{'no_open':True,'no_create':True,'no_create_edit':True}"
                            />
                            <field name="company_id" invisible="1" options="{'no_open':True}" />
                        </group>
                    </page>
                </notebook>
            </xpath>
        </field>
    </record>

    <!-- ========================================== -->
    <!-- WIZARD ACTION                              -->
    <!-- ========================================== -->
    <record id="action_create_program_wizard" model="ir.actions.act_window">
        <field name="name">Create Program</field>
        <field name="res_model">spp.program.create.wizard</field>
        <field name="view_mode">form</field>
        <field name="target">new</field>
        <field name="view_id" ref="create_program_wizard_form_view" />
    </record>

</odoo>