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

This commit is contained in:
Suherdy Yacob 2026-06-01 23:08:33 +07:00
parent 94e5866008
commit 3a156a188e
2 changed files with 16 additions and 22 deletions

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@ -4,29 +4,18 @@ This custom Odoo module enhances the POS Loyalty interface and partner creation
## Features
1. **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.
* **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.
2. **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)
* Birthday
* **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.
3. **Automatic Lowest Level Membership Assignment:**
- Automatically provisions new partners with a loyalty card for the lowest membership tier (`Membership Silver`) immediately upon registration.
* **Automatic Lowest Level Membership Assignment:** Automatically provisions new partners with a loyalty card for the lowest membership tier (`Membership Silver`) immediately upon registration.
4. **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.
* **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.
5. **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.
* **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.
## 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.

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@ -62,6 +62,11 @@ class ResPartner(models.Model):
continue
# Find the lowest membership program level (Membership Silver)
lowest_program = self.env['loyalty.program'].sudo().search(
[('multi_level_membership', '=', True), ('name', '=ilike', 'Membership Silver')],
limit=1
)
if not lowest_program:
lowest_program = self.env['loyalty.program'].sudo().search(
[('multi_level_membership', '=', True)],
order='minimum_spend asc',