POS Loyalty Auto Level Update

Automatically updates a customer's loyalty membership level after every POS transaction (sale or refund).

Overview

This module extends Odoo 19's Point of Sale to support automatic multi-level loyalty membership management. When a customer completes a purchase or receives a refund at the POS, the module recalculates their total spending and assigns the appropriate loyalty tier — no manual intervention required.

How It Works

Customer pays / gets refund at POS
        │
        ▼
Sum all paid pos.order amounts for this customer
        │
        ▼
Fetch loyalty.program records where
multi_level_membership = True
(sorted by minimum_spend ASC)
        │
        ▼
Find the highest tier where
minimum_spend ≤ total purchases
        │
        ▼
Compare with current res.partner.membership_level_id
        │
        ├── Different → Update to new level
        └── Same → Do nothing

Step-by-Step

1. Trigger — The module hooks into action_pos_order_paid(), which is called every time a POS order is finalized (both regular sales and refunds).

2. Calculate Total Purchases — Sums the amount_total field from all pos.order records with state paid or done for the customer. Refund orders naturally have a negative amount_total, so they reduce the total automatically.

3. Fetch Loyalty Levels — Retrieves all loyalty.program records where the multi_level_membership field (Boolean) is True, sorted by minimum_spend in ascending order.

4. Determine Level — Walks through the sorted programs and selects the highest tier where the customer's total purchases meet or exceed minimum_spend.

5. Transfer Points (If upgraded/downgraded) — Finds the customer's loyalty card for the old membership program. If it has points, transfers those points to the new program's loyalty card (creating one if it doesn't already exist), then resets the old card's points to 0.

6. Compare & Update — Checks the customer's current membership_level_id (Many2one to loyalty.program) on res.partner:

   • If the level has changed → updates the field with the new program.
   • If the level is the same → does nothing.
   • If the customer doesn't meet any tier → clears the membership level.

Dependencies

Module	Purpose
point_of_sale	Provides pos.order model and POS transaction flow
pos_loyalty	Provides loyalty.program model

Required Studio Fields

This module relies on custom fields created via Odoo Studio:

Model	Field	Type	Description
loyalty.program	multi_level_membership	Boolean	Marks this program as part of the multi-level membership system
loyalty.program	minimum_spend	Float	Minimum total spend required to qualify for this level
res.partner	membership_level_id	Many2one → loyalty.program	The customer's current loyalty membership level

Example

Suppose you have three loyalty tiers configured:

Loyalty Program	minimum_spend
Bronze	0
Silver	500,000
Gold	1,500,000

Scenario — Upgrade:

• Customer has accumulated 600,000 in total POS purchases.
• Current level: Bronze
• After a new purchase, total reaches 600,000 which is ≥ 500,000 (Silver) but < 1,500,000 (Gold).
• Result: Customer is upgraded to Silver.

Scenario — Downgrade after refund:

• Customer's total was 520,000 (Silver level).
• A refund of 50,000 brings the total down to 470,000.
• 470,000 < 500,000 (Silver threshold), so customer drops back to Bronze.

Module Structure

pos_loyalty_auto_level/
├── __init__.py
├── __manifest__.py
├── README.md
└── models/
    ├── __init__.py
    └── pos_order.py        # Core logic: overrides action_pos_order_paid()

Installation

1. Place the pos_loyalty_auto_level folder in your Odoo custom/ addons directory.
2. Update the apps list: Settings → Apps → Update Apps List.
3. Search for "POS Loyalty Auto Level Update" and click Install.

Logging

The module logs membership level changes at INFO level and unchanged checks at DEBUG level. Check your Odoo server logs for entries from odoo.addons.pos_loyalty_auto_level.models.pos_order.

License

LGPL-3