feat: implement automated customer membership level adjustment and point consolidation in POS orders

models/pos_order.py

@@ -0,0 +1,120 @@
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, models, fields
+
+class PosOrder(models.Model):
+    _inherit = 'pos.order'
+
+    def action_pos_order_paid(self):
+        """Override to update the customer's membership level in the background."""
+        res = super().action_pos_order_paid()
+        
+        for order in self:
+            if order.partner_id:
+                # Update total spend
+                order.partner_id.sudo().total_spend += order.amount_total
+                
+                # Update membership level synchronously
+                order._update_customer_membership_level_logic()
+        return res
+
+    def confirm_coupon_programs(self, coupon_data):
+        """Also update membership in background after coupon confirmation."""
+        res = super().confirm_coupon_programs(coupon_data)
+        for order in self:
+            if order.partner_id:
+                order._update_customer_membership_level_logic()
+        return res
+
+    def _update_customer_membership_level_logic(self):
+        """Internal logic for membership determination, called by background worker."""
+        self.ensure_one()
+        partner = self.partner_id
+        
+        # 1. Get total purchases from the new total_spend field
+        total_purchases = partner.total_spend
+
+        # 2. Get multi-level programs
+        loyalty_programs = self.env['loyalty.program'].sudo().search(
+            [('multi_level_membership', '=', True)],
+            order='minimum_spend asc',
+        )
+
+        if not loyalty_programs:
+            return
+
+        # 3. Determine level
+        matched_program = None
+        for program in loyalty_programs:
+            if total_purchases >= (program.minimum_spend or 0.0):
+                matched_program = program
+            else:
+                break
+
+        # Fallback to the lowest membership level (Membership Silver) if no level matches the spend.
+        # This prevents auto-assignment from clearing or setting membership_level_id to False.
+        if not matched_program and loyalty_programs:
+            matched_program = loyalty_programs[0]
+
+        if not matched_program:
+            return
+
+        # 4. Update level
+        if partner.membership_level_id.id != matched_program.id:
+            partner.sudo().write({'membership_level_id': matched_program.id})
+
+        # 5. Transfer points
+        all_multi_level_program_ids = loyalty_programs.mapped('id')
+        other_programs = [pid for pid in all_multi_level_program_ids if pid != matched_program.id]
+        
+        if other_programs:
+            # Find ALL old cards (with or without points) to clean them up
+            all_old_cards = self.env['loyalty.card'].sudo().search([
+                ('partner_id', '=', partner.id),
+                ('program_id', 'in', other_programs),
+            ])
+
+            if all_old_cards:
+                new_card = self.env['loyalty.card'].sudo().search([
+                    ('partner_id', '=', partner.id),
+                    ('program_id', '=', matched_program.id),
+                ], limit=1)
+
+                if not new_card:
+                    new_card = self.env['loyalty.card'].sudo().create({
+                        'partner_id': partner.id,
+                        'program_id': matched_program.id,
+                        'points': 0,
+                    })
+
+                # Transfer non-zero points to the new card, then delete ALL old cards
+                for old_card in all_old_cards:
+                    pts = old_card.points
+                    if abs(pts) > 0.0001:
+                        new_card.points += pts
+
+                # Transfer loyalty history (point transactions) to the new card
+                old_histories = self.env['loyalty.history'].sudo().search([
+                    ('card_id', 'in', all_old_cards.ids)
+                ])
+                if old_histories:
+                    old_histories.write({'card_id': new_card.id})
+
+                # Transfer POS order line coupon references to the new card
+                old_pos_lines = self.env['pos.order.line'].sudo().search([
+                    ('coupon_id', 'in', all_old_cards.ids)
+                ])
+                if old_pos_lines:
+                    old_pos_lines.write({'coupon_id': new_card.id})
+
+                # Transfer Sales order line coupon references to the new card
+                old_sale_lines = self.env['sale.order.line'].sudo().search([
+                    ('coupon_id', 'in', all_old_cards.ids)
+                ])
+                if old_sale_lines:
+                    old_sale_lines.write({'coupon_id': new_card.id})
+
+                # Archive old-level cards (active=False) instead of deleting,
+                # because pos_order_line.coupon_id may reference them (FK constraint).
+                # Archiving hides them from the UI while preserving order history.
+                all_old_cards.write({'active': False})