fix: explicitly search for Membership Silver program and clean up README formatting

README.md

@@ -4,29 +4,18 @@ This custom Odoo module enhances the POS Loyalty interface and partner creation
 
 ## Features
 
-1. **Strict Customer Selection Filter:**
+* **Strict Customer Selection Filter:** Limits customer loading and search lists in the POS UI strictly to real individuals who hold an active membership or loyalty card (`is_loyalty_member = True`). Automatically excludes cashier accounts, user accounts, and company partners from being selected as customers.
-   - Limits customer loading and search lists in the POS UI strictly to real individuals who hold an active membership or loyalty card (`is_loyalty_member = True`).
-   - Automatically excludes cashier accounts, user accounts, and company partners from being selected as customers.
 
-2. **Simplified Customer Creation Wizard:**
+* **Simplified Customer Creation Wizard:** Overrides the POS Customer Edit/Creation screen to show only essential details: Name, Phone, Email, Address (Street, Zip, City, State, Country), and Birthday.
-   - Overrides the POS Customer Edit/Creation screen to show only essential details:
-     * Name
-     * Phone
-     * Email
-     * Address (Street, Zip, City, State, Country)
-     * Birthday
 
-3. **Automatic Lowest Level Membership Assignment:**
+* **Automatic Lowest Level Membership Assignment:** Automatically provisions new partners with a loyalty card for the lowest membership tier (`Membership Silver`) immediately upon registration.
-   - Automatically provisions new partners with a loyalty card for the lowest membership tier (`Membership Silver`) immediately upon registration.
 
-4. **Robust Multi-Company Loyalty Processing:**
+* **Robust Multi-Company Loyalty Processing:** Solves a core Odoo 19 multi-company operational bug where cashiers in branch companies encounter "Access Errors" when validating orders for customers whose loyalty cards belong to the parent company. Bypasses company-specific record rules during POS loyalty audit logging using standard and safe `sudo` environment execution.
-   - Solves a core Odoo 19 multi-company operational bug where cashiers in branch companies encounter "Access Errors" when validating orders for customers whose loyalty cards belong to the parent company.
-   - Bypasses company-specific record rules during POS loyalty audit logging using standard and safe `sudo` environment execution.
 
-5. **Loyalty Reward and Point Access Control:**
+* **Loyalty Reward and Point Access Control:** Restricts loyalty program reward eligibility, point balance displays, and program applicability in the POS UI strictly to customers who have a persisted, active card in the database for that specific program. Prevents unauthorized claim/access to zero-point rewards (e.g., 100% discount rewards in executive/exclusive programs) by non-enrolled members.
-   - Restricts loyalty program reward eligibility, point balance displays, and program applicability in the POS UI strictly to customers who have a persisted, active card in the database for that specific program.
-   - Prevents unauthorized claim/access to zero-point rewards (e.g., 100% discount rewards in executive/exclusive programs) by non-enrolled members.
 
 ## Technical Details
-- **JS OWL Patching:** Overrides POS frontend partner management and order processing (`PosOrder`) safely using clean, standard owl-level class overrides to filter program eligibility, claimable rewards, and loyalty point lists based on card status.
+
-- **Python Inheritance:** Customizes backend models (`res.partner`, `pos.order`) to clean loading domains and securely provision cross-company data.
+* **JS OWL Patching:** Overrides POS frontend partner management and order processing (`PosOrder`) safely using clean, standard owl-level class overrides to filter program eligibility, claimable rewards, and loyalty point lists based on card status.
+
+* **Python Inheritance:** Customizes backend models (`res.partner`, `pos.order`) to clean loading domains and securely provision cross-company data.

models/res_partner.py

@@ -63,10 +63,15 @@ class ResPartner(models.Model):
             
             # Find the lowest membership program level (Membership Silver)
             lowest_program = self.env['loyalty.program'].sudo().search(
-                [('multi_level_membership', '=', True)],
+                [('multi_level_membership', '=', True), ('name', '=ilike', 'Membership Silver')],
-                order='minimum_spend asc',
                 limit=1
             )
+            if not lowest_program:
+                lowest_program = self.env['loyalty.program'].sudo().search(
+                    [('multi_level_membership', '=', True)],
+                    order='minimum_spend asc',
+                    limit=1
+                )
             if lowest_program:
                 existing_card = self.env['loyalty.card'].sudo().search([
                     ('partner_id', '=', partner.id),