changes

fusion_poynt/controllers/main.py

@@ -467,7 +467,9 @@ class PoyntController(http.Controller):
     def poynt_process_card(self, reference=None, poynt_order_id=None,
                            card_number=None, exp_month=None, exp_year=None,
                            cvv=None, cardholder_name=None, card_type=None,
-                           **kwargs):
+                           billing_address=None, billing_city=None,
+                           billing_state=None, billing_zip=None,
+                           billing_country=None, **kwargs):
         """Process a card payment through Poynt Cloud API.
 
         The frontend sends card details which are passed to Poynt for
@@ -503,6 +505,13 @@ class PoyntController(http.Controller):
                 },
                 'verificationData': {
                     'cvData': cvv,
+                    'cardHolderBillingAddress': {
+                        'line1': billing_address or '',
+                        'city': billing_city or '',
+                        'territory': billing_state or '',
+                        'postalCode': billing_zip or '',
+                        'countryCode': billing_country or '',
+                    },
                 },
                 'entryDetails': {
                     'customerPresenceStatus': 'ECOMMERCE',
@@ -510,13 +519,25 @@ class PoyntController(http.Controller):
                 },
             }
 
-            action = 'AUTHORIZE' if tx_sudo.provider_id.capture_manually else 'SALE'
+            provider = tx_sudo.provider_id.sudo()
+            action = 'AUTHORIZE' if provider.capture_manually else 'SALE'
             minor_amount = poynt_utils.format_poynt_amount(
                 tx_sudo.amount, tx_sudo.currency_id,
             )
 
+            context = {
+                'source': 'WEB',
+                'sourceApp': 'odoo.fusion_poynt',
+                'transactionInstruction': 'ONLINE_AUTH_REQUIRED',
+            }
+            if provider.poynt_business_id:
+                context['businessId'] = provider.poynt_business_id
+            if provider.poynt_store_id:
+                context['storeId'] = provider.poynt_store_id
+
             txn_payload = {
                 'action': action,
+                'fundingSourceType': 'CREDIT_DEBIT',
                 'amounts': {
                     'transactionAmount': minor_amount,
                     'orderAmount': minor_amount,
@@ -525,11 +546,7 @@ class PoyntController(http.Controller):
                     'currency': tx_sudo.currency_id.name,
                 },
                 'fundingSource': funding_source,
-                'context': {
-                    'source': 'WEB',
-                    'sourceApp': 'odoo.fusion_poynt',
-                    'transactionInstruction': 'ONLINE_AUTH_REQUIRED',
-                },
+                'context': context,
                 'notes': reference,
             }
 
@@ -539,7 +556,7 @@ class PoyntController(http.Controller):
                     'type': 'POYNT_ORDER',
                 }]
 
-            result = tx_sudo.provider_id._poynt_make_request(
+            result = provider._poynt_make_request(
                 'POST', 'transactions', payload=txn_payload,
             )
 

fusion_poynt/models/account_move.py

@@ -23,6 +23,10 @@ class AccountMove(models.Model):
         string="Has Poynt Receipt",
         compute='_compute_has_poynt_receipt',
     )
+    poynt_transaction_count = fields.Integer(
+        string="Poynt Transactions",
+        compute='_compute_poynt_transaction_count',
+    )
 
     @api.depends('reversal_move_ids')
     def _compute_poynt_refund_count(self):
@@ -38,6 +42,33 @@ class AccountMove(models.Model):
         for move in self:
             move.has_poynt_receipt = bool(move._get_poynt_transaction_for_receipt())
 
+    def _compute_poynt_transaction_count(self):
+        for move in self:
+            move.poynt_transaction_count = self.env['payment.transaction'].sudo().search_count([
+                ('invoice_ids', 'in', move.id),
+                ('provider_code', '=', 'poynt'),
+            ])
+
+    def action_view_poynt_transactions(self):
+        """Open payment transactions linked to this invoice/credit note."""
+        self.ensure_one()
+        transactions = self.env['payment.transaction'].sudo().search([
+            ('invoice_ids', 'in', self.id),
+            ('provider_code', '=', 'poynt'),
+        ])
+        action = {
+            'name': _("Poynt Transactions"),
+            'type': 'ir.actions.act_window',
+            'res_model': 'payment.transaction',
+            'domain': [('id', 'in', transactions.ids)],
+        }
+        if len(transactions) == 1:
+            action['view_mode'] = 'form'
+            action['res_id'] = transactions.id
+        else:
+            action['view_mode'] = 'list,form'
+        return action
+
     def action_view_poynt_refunds(self):
         """Open the credit notes linked to this invoice that were refunded via Poynt."""
         self.ensure_one()

fusion_poynt/models/payment_transaction.py

@@ -58,6 +58,8 @@ class PaymentTransaction(models.Model):
 
         For direct (online) payments we create a Poynt order upfront and return
         identifiers plus the return URL so the frontend JS can complete the flow.
+        The actual transaction is created later when the frontend sends card
+        details via the /payment/poynt/process_card route.
         """
         if self.provider_code != 'poynt':
             return super()._get_specific_processing_values(processing_values)
@@ -65,7 +67,7 @@ class PaymentTransaction(models.Model):
         if self.operation == 'online_token':
             return {}
 
-        poynt_data = self._poynt_create_order_and_authorize()
+        order_data = self._poynt_create_order()
 
         provider = self._get_provider_sudo()
         base_url = provider.get_base_url()
@@ -75,8 +77,7 @@ class PaymentTransaction(models.Model):
         )
 
         return {
-            'poynt_order_id': poynt_data.get('order_id', ''),
-            'poynt_transaction_id': poynt_data.get('transaction_id', ''),
+            'poynt_order_id': order_data.get('order_id', ''),
             'return_url': return_url,
             'business_id': provider.poynt_business_id,
             'is_test': provider.state == 'test',
@@ -108,6 +109,33 @@ class PaymentTransaction(models.Model):
                 return
             self._process('poynt', payment_data)
 
+    def _poynt_create_order(self):
+        """Create a Poynt order without a transaction.
+
+        Used by the portal payment flow where card details are collected
+        on the frontend and the transaction is created separately via
+        the /payment/poynt/process_card route.
+
+        :return: Dict with order_id.
+        :rtype: dict
+        """
+        try:
+            provider = self._get_provider_sudo()
+            order_payload = poynt_utils.build_order_payload(
+                self.reference, self.amount, self.currency_id,
+                business_id=provider.poynt_business_id,
+                store_id=provider.poynt_store_id or '',
+            )
+            order_result = provider._poynt_make_request(
+                'POST', 'orders', payload=order_payload,
+            )
+            order_id = order_result.get('id', '')
+            self.poynt_order_id = order_id
+            return {'order_id': order_id}
+        except ValidationError as e:
+            self._set_error(str(e))
+            return {}
+
     def _poynt_create_order_and_authorize(self):
         """Create a Poynt order and authorize the transaction.
 
@@ -383,6 +411,7 @@ class PaymentTransaction(models.Model):
         try:
             refund_payload = {
                 'action': 'REFUND',
+                'fundingSourceType': 'CREDIT_DEBIT',
                 'parentId': parent_txn_id,
                 'fundingSource': {
                     'type': 'CREDIT_DEBIT',
@@ -426,6 +455,7 @@ class PaymentTransaction(models.Model):
         try:
             capture_payload = {
                 'action': 'CAPTURE',
+                'fundingSourceType': 'CREDIT_DEBIT',
                 'parentId': source_tx.provider_reference,
                 'amounts': {
                     'transactionAmount': minor_amount,
@@ -817,6 +847,7 @@ class PaymentTransaction(models.Model):
             self._poynt_store_receipt_data(payment_data)
             self._poynt_attach_receipt_pdf()
             self._poynt_attach_poynt_receipt()
+            self._poynt_auto_send_invoice_and_receipt()
         except Exception:
             _logger.exception(
                 "Receipt generation failed for transaction %s", self.reference,
@@ -925,6 +956,64 @@ class PaymentTransaction(models.Model):
             'mimetype': 'text/html',
         })
 
+    def _poynt_auto_send_invoice_and_receipt(self):
+        """Automatically email the invoice and payment receipt to the customer
+        after a successful payment.
+
+        1. Sends the invoice via the standard Odoo invoice email template.
+        2. Sends the Poynt payment receipt email with the PDF attached.
+
+        Best-effort: failures are logged but never block the payment flow.
+        """
+        self.ensure_one()
+        invoice = self.invoice_ids[:1]
+        partner = self.partner_id
+
+        if not partner.email:
+            _logger.info(
+                "Skipping auto-send for %s: partner %s has no email.",
+                self.reference, partner.display_name,
+            )
+            return
+
+        # 1. Send the invoice PDF
+        if invoice and invoice.state == 'posted':
+            try:
+                inv_template = self.env.ref(
+                    'account.email_template_edi_invoice',
+                    raise_if_not_found=False,
+                )
+                if inv_template:
+                    inv_template.sudo().send_mail(
+                        invoice.id, force_send=True,
+                    )
+                    invoice.sudo().write({'is_move_sent': True})
+                    _logger.info(
+                        "Auto-sent invoice %s to %s",
+                        invoice.name, partner.email,
+                    )
+            except Exception:
+                _logger.exception(
+                    "Failed to auto-send invoice %s", invoice.name,
+                )
+
+        # 2. Send the payment receipt
+        try:
+            receipt_template = self.env.ref(
+                'fusion_poynt.mail_template_poynt_receipt',
+                raise_if_not_found=False,
+            )
+            if receipt_template:
+                receipt_template.sudo().send_mail(self.id, force_send=True)
+                _logger.info(
+                    "Auto-sent payment receipt for %s to %s",
+                    self.reference, partner.email,
+                )
+        except Exception:
+            _logger.exception(
+                "Failed to auto-send receipt for %s", self.reference,
+            )
+
     def _get_poynt_receipt_values(self):
         """Parse the stored receipt JSON for use in QWeb templates.
 

fusion_poynt/models/sale_order.py

@@ -2,7 +2,7 @@
 
 import logging
 
-from odoo import _, models
+from odoo import _, api, fields, models
 from odoo.exceptions import UserError
 
 _logger = logging.getLogger(__name__)
@@ -11,6 +11,37 @@ _logger = logging.getLogger(__name__)
 class SaleOrder(models.Model):
     _inherit = 'sale.order'
 
+    poynt_transaction_count = fields.Integer(
+        string="Poynt Transactions",
+        compute='_compute_poynt_transaction_count',
+    )
+
+    def _compute_poynt_transaction_count(self):
+        for order in self:
+            order.poynt_transaction_count = self.env['payment.transaction'].sudo().search_count([
+                ('sale_order_ids', 'in', order.id),
+                ('provider_code', '=', 'poynt'),
+            ])
+
+    def action_view_poynt_transactions(self):
+        self.ensure_one()
+        transactions = self.env['payment.transaction'].sudo().search([
+            ('sale_order_ids', 'in', self.id),
+            ('provider_code', '=', 'poynt'),
+        ])
+        action = {
+            'name': _("Poynt Transactions"),
+            'type': 'ir.actions.act_window',
+            'res_model': 'payment.transaction',
+            'domain': [('id', 'in', transactions.ids)],
+        }
+        if len(transactions) == 1:
+            action['view_mode'] = 'form'
+            action['res_id'] = transactions.id
+        else:
+            action['view_mode'] = 'list,form'
+        return action
+
     def action_poynt_collect_payment(self):
         """Create an invoice (if needed) and open the Poynt payment wizard.
 

fusion_poynt/static/src/interactions/payment_form.js

@@ -45,6 +45,22 @@ patch(PaymentForm.prototype, {
         this._setupCardFormatting(poyntContainer);
         this._setupTerminalToggle(poyntContainer);
         this._setupSurcharge(poyntContainer);
+        this._prefillBillingAddress(poyntContainer);
+    },
+
+    _prefillBillingAddress(container) {
+        const billing = this.poyntFormData.billing_details;
+        if (!billing || !billing.address) return;
+        const addr = billing.address;
+        const setVal = (id, val) => {
+            const el = container.querySelector(id);
+            if (el && val) el.value = val;
+        };
+        setVal('#poynt_billing_address', addr.line1);
+        setVal('#poynt_billing_city', addr.city);
+        setVal('#poynt_billing_state', addr.state);
+        setVal('#poynt_billing_zip', addr.postal_code);
+        setVal('#poynt_billing_country', addr.country);
     },
 
     _detectCardBrand(number) {
@@ -317,6 +333,36 @@ patch(PaymentForm.prototype, {
         return checked ? checked.value : 'other';
     },
 
+    _showProcessingOverlay(container) {
+        const overlay = container.querySelector('.o_poynt_processing_overlay');
+        if (overlay) {
+            // Hide all form field sections
+            Array.from(container.children).forEach(child => {
+                if (!child.classList.contains('o_poynt_processing_overlay')) {
+                    child.style.display = 'none';
+                }
+            });
+            overlay.style.display = 'block';
+        }
+    },
+
+    _hideProcessingOverlay(container) {
+        const overlay = container.querySelector('.o_poynt_processing_overlay');
+        if (overlay) {
+            overlay.style.display = 'none';
+            Array.from(container.children).forEach(child => {
+                if (!child.classList.contains('o_poynt_processing_overlay')) {
+                    child.style.display = '';
+                }
+            });
+        }
+    },
+
+    _updateProcessingMessage(container, message) {
+        const msgEl = container.querySelector('.o_poynt_processing_message');
+        if (msgEl) msgEl.textContent = message;
+    },
+
     async _processCardPayment(processingValues, inlineForm) {
         const cardNumber = inlineForm.querySelector('#poynt_card_number').value.replace(/\D/g, '');
         const expiry = inlineForm.querySelector('#poynt_expiry').value;
@@ -328,6 +374,13 @@ patch(PaymentForm.prototype, {
 
         const [expMonth, expYear] = expiry.split('/').map(Number);
 
+        const formContainer = inlineForm.closest('.o_poynt_payment_form')
+            || inlineForm.querySelector('.o_poynt_payment_form')
+            || inlineForm;
+
+        // Show processing animation
+        this._showProcessingOverlay(formContainer);
+
         try {
             const result = await rpc('/payment/poynt/process_card', {
                 reference: processingValues.reference,
@@ -338,9 +391,15 @@ patch(PaymentForm.prototype, {
                 cvv: cvv,
                 cardholder_name: cardholder,
                 card_type: cardType,
+                billing_address: inlineForm.querySelector('#poynt_billing_address')?.value || '',
+                billing_city: inlineForm.querySelector('#poynt_billing_city')?.value || '',
+                billing_state: inlineForm.querySelector('#poynt_billing_state')?.value || '',
+                billing_zip: inlineForm.querySelector('#poynt_billing_zip')?.value || '',
+                billing_country: inlineForm.querySelector('#poynt_billing_country')?.value || '',
             });
 
             if (result.error) {
+                this._hideProcessingOverlay(formContainer);
                 this._displayErrorDialog(
                     _t("Payment Failed"),
                     result.error,
@@ -349,8 +408,10 @@ patch(PaymentForm.prototype, {
                 return;
             }
 
+            this._updateProcessingMessage(formContainer, _t("Payment successful! Redirecting..."));
             window.location.href = processingValues.return_url;
         } catch (error) {
+            this._hideProcessingOverlay(formContainer);
             this._displayErrorDialog(
                 _t("Payment Processing Error"),
                 error.message || _t("An unexpected error occurred."),

fusion_poynt/utils.py

@@ -269,6 +269,7 @@ def build_transaction_payload(
 
     payload = {
         'action': action,
+        'fundingSourceType': 'CREDIT_DEBIT',
         'amounts': {
             'transactionAmount': minor_amount,
             'orderAmount': minor_amount,
@@ -318,6 +319,7 @@ def build_token_charge_payload(
 
     payload = {
         'action': action,
+        'fundingSourceType': 'CREDIT_DEBIT',
         'context': context,
         'amounts': {
             'transactionAmount': minor_amount,

fusion_poynt/views/account_move_views.xml

@@ -8,8 +8,15 @@
         <field name="priority">60</field>
         <field name="arch" type="xml">
 
-            <!-- Poynt Refund smart button on invoices -->
+            <!-- Poynt Transaction smart button -->
             <xpath expr="//div[@name='button_box']" position="inside">
+                <button name="action_view_poynt_transactions"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-credit-card"
+                        invisible="poynt_transaction_count == 0">
+                    <field name="poynt_transaction_count" widget="statinfo" string="Poynt Payments"/>
+                </button>
                 <button name="action_view_poynt_refunds"
                         type="object"
                         class="oe_stat_button"

fusion_poynt/views/payment_poynt_templates.xml

@@ -62,6 +62,51 @@
                        autocomplete="cc-name"/>
             </div>
 
+            <!-- Billing address -->
+            <div class="mb-3 o_poynt_billing_section">
+                <label class="form-label fw-bold">Billing Address</label>
+                <div class="mb-2">
+                    <input type="text" class="form-control"
+                           id="poynt_billing_address"
+                           name="billing_address"
+                           placeholder="Street Address"
+                           autocomplete="billing street-address"/>
+                </div>
+                <div class="row mb-2">
+                    <div class="col-6">
+                        <input type="text" class="form-control"
+                               id="poynt_billing_city"
+                               name="billing_city"
+                               placeholder="City"
+                               autocomplete="billing address-level2"/>
+                    </div>
+                    <div class="col-6">
+                        <input type="text" class="form-control"
+                               id="poynt_billing_state"
+                               name="billing_state"
+                               placeholder="Province / State"
+                               autocomplete="billing address-level1"/>
+                    </div>
+                </div>
+                <div class="row mb-2">
+                    <div class="col-6">
+                        <input type="text" class="form-control"
+                               id="poynt_billing_zip"
+                               name="billing_zip"
+                               placeholder="Postal Code"
+                               autocomplete="billing postal-code"/>
+                    </div>
+                    <div class="col-6">
+                        <input type="text" class="form-control"
+                               id="poynt_billing_country"
+                               name="billing_country"
+                               placeholder="Country Code (CA, US)"
+                               maxlength="2"
+                               autocomplete="billing country"/>
+                    </div>
+                </div>
+            </div>
+
             <!-- Card type selector (for terminal payments where card brand cannot be auto-detected) -->
             <div class="mb-3 o_poynt_card_type_section" style="display:none;">
                 <label class="form-label">Card Type</label>
@@ -117,6 +162,17 @@
                     </select>
                 </div>
             </div>
+
+            <!-- Processing overlay (hidden until payment is submitted) -->
+            <div class="o_poynt_processing_overlay" style="display:none;">
+                <div class="text-center p-4">
+                    <div class="spinner-border text-primary mb-3" role="status">
+                        <span class="visually-hidden">Loading...</span>
+                    </div>
+                    <h5 class="o_poynt_processing_message">Processing your payment...</h5>
+                    <p class="text-muted">Please do not close this page.</p>
+                </div>
+            </div>
         </div>
     </template>
 

fusion_poynt/views/payment_transaction_views.xml

@@ -28,10 +28,16 @@
                         confirm="Are you sure you want to void this transaction? This reverses the payment before settlement and cannot be undone. Only works same-day before closeout (6 PM)."/>
             </xpath>
 
-            <!-- Add voided fields to the form sheet -->
+            <!-- Add Poynt fields and linked records after provider_reference -->
             <xpath expr="//field[@name='provider_reference']" position="after">
                 <field name="poynt_voided" invisible="1"/>
                 <field name="poynt_void_date" invisible="not poynt_voided"/>
+                <field name="poynt_order_id" invisible="provider_code != 'poynt'" readonly="1"/>
+                <field name="poynt_transaction_id" invisible="provider_code != 'poynt'" readonly="1"/>
+                <field name="sale_order_ids" widget="many2many_tags" readonly="1"
+                       string="Sale Orders"/>
+                <field name="invoice_ids" widget="many2many_tags" readonly="1"
+                       string="Invoices"/>
             </xpath>
 
         </field>

fusion_poynt/views/sale_order_views.xml

@@ -7,6 +7,18 @@
         <field name="inherit_id" ref="sale.view_order_form"/>
         <field name="priority">60</field>
         <field name="arch" type="xml">
+            <!-- Transaction count smart button -->
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <button name="action_view_poynt_transactions"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-credit-card"
+                        invisible="poynt_transaction_count == 0">
+                    <field name="poynt_transaction_count" widget="statinfo" string="Poynt Payments"/>
+                </button>
+            </xpath>
+
+            <!-- Collect Payment action button -->
             <xpath expr="//button[@id='create_invoice']" position="after">
                 <button name="action_poynt_collect_payment"
                         string="Collect Payment"

fusion_poynt/wizard/poynt_payment_wizard.py

@@ -409,6 +409,7 @@ class PoyntPaymentWizard(models.TransientModel):
 
             txn_payload = {
                 'action': action,
+                'fundingSourceType': 'CREDIT_DEBIT',
                 'amounts': {
                     'transactionAmount': minor_amount,
                     'orderAmount': minor_amount,

fusion_poynt/wizard/poynt_refund_wizard.py

@@ -314,6 +314,7 @@ class PoyntRefundWizard(models.TransientModel):
 
         refund_payload = {
             'action': 'REFUND',
+            'fundingSourceType': 'CREDIT_DEBIT',
             'parentId': parent_txn_id,
             'fundingSource': {
                 'type': 'CREDIT_DEBIT',