first commit

.gitignore

@@ -0,0 +1,33 @@
+# Byte-compiled / optimized / DLL files
+__pycache__/
+*.py[cod]
+*$py.class
+
+# C extensions
+*.so
+
+# Distribution / packaging
+.Python
+build/
+develop-eggs/
+dist/
+downloads/
+eggs/
+.eggs/
+lib/
+lib64/
+parts/
+sdist/
+var/
+wheels/
+share/python-wheels/
+*.egg-info/
+.installed.cfg
+*.egg
+
+# Editors and IDEs
+.idea/
+.vscode/
+*.swp
+*.swo
+.DS_Store

README.md

@@ -0,0 +1,28 @@
+# POS Loyalty Member Customization
+
+This custom Odoo module enhances the POS Loyalty interface and partner creation wizard, optimizing workflow efficiency and resolving critical multi-company operational constraints.
+
+## 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.
+
+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
+
+3. **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.
+
+## Technical Details
+- **JS OWL Patching:** Overrides POS frontend partner management safely using clean, standard owl-level class overrides.
+- **Python Inheritance:** Customizes backend models (`res.partner`, `pos.order`) to clean loading domains and securely provision cross-company data.

__init__.py

@@ -0,0 +1 @@
+from . import models

__manifest__.py

@@ -0,0 +1,32 @@
+{
+    'name': 'POS Loyalty Member Customizations',
+    'version': '19.0.1.0.0',
+    'summary': 'Limit customer search to loyalty members, simplify partner POS form, and auto-assign silver membership to new partners.',
+    'description': """
+Custom POS Loyalty and Membership management features:
+1. Limit customer search in POS UI to loyalty program members (who have a loyalty card).
+2. Simplify new partner/edit partner wizard in POS to only require Name, Phone, Email, Address, and Birthday.
+3. Automatically assign new customers to the lowest membership program level (Membership Silver) by creating a loyalty card.
+    """,
+    'category': 'Sales/Point of Sale',
+    'author': 'Suherdy Yacob',
+    'depends': [
+        'base',
+        'point_of_sale',
+        'loyalty',
+        'pos_loyalty',
+        'res_partner_extended',
+        'pos_loyalty_multi_level',
+    ],
+    'data': [
+        'views/res_partner_views.xml',
+    ],
+    'assets': {
+        'point_of_sale._assets_pos': [
+            'pos_loyalty_member_custom/static/src/app/screens/partner_list_patch.js',
+        ]
+    },
+    'installable': True,
+    'application': False,
+    'license': 'LGPL-3',
+}

models/__init__.py

@@ -0,0 +1,2 @@
+from . import res_partner
+from . import pos_order

models/pos_order.py

@@ -0,0 +1,9 @@
+from odoo import models
+
+class PosOrder(models.Model):
+    _inherit = 'pos.order'
+
+    def add_loyalty_history_lines(self, coupon_data, coupon_updates):
+        # Override to execute with sudo() to bypass multi-company record rules
+        # when cashier in one company updates a card belonging to another company
+        return super(PosOrder, self.sudo()).add_loyalty_history_lines(coupon_data, coupon_updates)

models/res_partner.py

@@ -0,0 +1,69 @@
+from odoo import models, fields, api
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    loyalty_card_ids = fields.One2many(
+        'loyalty.card',
+        'partner_id',
+        string='Loyalty Cards'
+    )
+
+    is_loyalty_member = fields.Boolean(
+        string='Is Loyalty Member',
+        compute='_compute_is_loyalty_member',
+    )
+
+    @api.depends('loyalty_card_ids')
+    def _compute_is_loyalty_member(self):
+        for partner in self:
+            partner.is_loyalty_member = bool(partner.loyalty_card_ids)
+
+    @api.model
+    def _load_pos_data_domain(self, data, config):
+        domain = super()._load_pos_data_domain(data, config)
+        # OR together the standard POS loaded partners (cashier, active orders) with all individual loyalty members
+        return ['|'] + domain + ['&', ('is_company', '=', False), ('loyalty_card_ids', '!=', False)]
+
+    @api.model
+    def _load_pos_data_fields(self, config):
+        fields = super()._load_pos_data_fields(config)
+        if 'is_loyalty_member' not in fields:
+            fields.append('is_loyalty_member')
+        return fields
+
+    @api.model
+    def get_new_partner(self, config_id, domain, offset):
+        # Limit active searches strictly to individual customers who are loyalty members
+        domain.extend([('is_company', '=', False), ('loyalty_card_ids', '!=', False)])
+        return super().get_new_partner(config_id, domain, offset)
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        partners = super().create(vals_list)
+        for partner in partners:
+            if partner.is_company:
+                continue
+            
+            # Find the lowest membership program level (Membership Silver)
+            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),
+                    ('program_id', '=', lowest_program.id)
+                ], limit=1)
+                if not existing_card:
+                    self.env['loyalty.card'].sudo().create({
+                        'partner_id': partner.id,
+                        'program_id': lowest_program.id,
+                        'points': 0,
+                    })
+                
+                if hasattr(partner, 'membership_level_id') and not partner.membership_level_id:
+                    partner.sudo().write({'membership_level_id': lowest_program.id})
+                    
+        return partners

static/src/app/screens/partner_list_patch.js

@@ -0,0 +1,12 @@
+/** @odoo-module **/
+
+import { PartnerList } from "@point_of_sale/app/screens/partner_list/partner_list";
+import { patch } from "@web/core/utils/patch";
+
+patch(PartnerList.prototype, {
+    getPartners(partners) {
+        // Filter the partner list to strictly only display partners who are loyalty members
+        const filteredPartners = partners.filter((p) => p.is_loyalty_member);
+        return super.getPartners(filteredPartners);
+    }
+});

views/res_partner_views.xml

@@ -0,0 +1,36 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_partner_form_pos_simplified" model="ir.ui.view">
+        <field name="name">res.partner.form.pos.simplified</field>
+        <field name="model">res.partner</field>
+        <field name="arch" type="xml">
+            <form string="Customer">
+                <sheet>
+                    <group>
+                        <group string="Personal Information">
+                            <field name="name" required="1" placeholder="Customer Name"/>
+                            <field name="phone" placeholder="Phone Number"/>
+                            <field name="email" placeholder="Email Address"/>
+                            <field name="birth_date" string="Birthday"/>
+                        </group>
+                        <group string="Address Information">
+                            <label for="street" string="Address"/>
+                            <div class="o_address_format">
+                                <field name="street" placeholder="Street..." class="o_address_street"/>
+                                <field name="street2" placeholder="Street 2..." class="o_address_street"/>
+                                <field name="city" placeholder="City" class="o_address_city"/>
+                                <field name="state_id" class="o_address_state" placeholder="State" options="{'no_open': True, 'no_quick_create': True}"/>
+                                <field name="zip" placeholder="ZIP" class="o_address_zip"/>
+                                <field name="country_id" placeholder="Country" class="o_address_country" options="{'no_open': True, 'no_create': True}"/>
+                            </div>
+                        </group>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="point_of_sale.res_partner_action_edit_pos" model="ir.actions.act_window">
+        <field name="view_id" ref="view_partner_form_pos_simplified"/>
+    </record>
+</odoo>