22 lines
2.1 KiB
Markdown
22 lines
2.1 KiB
Markdown
# POS Loyalty Member Customization
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This custom Odoo module enhances the POS Loyalty interface and partner creation wizard, optimizing workflow efficiency and resolving critical multi-company operational constraints.
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## Features
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* **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.
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* **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.
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* **Automatic Lowest Level Membership Assignment:** Automatically provisions new partners with a loyalty card for the lowest membership tier (`Membership Silver`) immediately upon registration.
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* **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.
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* **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.
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## Technical Details
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* **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.
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* **Python Inheritance:** Customizes backend models (`res.partner`, `pos.order`) to clean loading domains and securely provision cross-company data.
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