33 lines
2.2 KiB
Markdown
33 lines
2.2 KiB
Markdown
# 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.
|