pos_loyalty_member_custom/README.md

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.

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.

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.