Add async email notifications for 5 loyalty lifecycle events, using
the existing messaging module infrastructure (EmailService, EmailLog,
store template overrides).
- New seed script: scripts/seed/seed_email_templates_loyalty.py
Seeds 5 templates × 4 locales (en/fr/de/lb) = 20 rows. Idempotent.
Renamed existing script to seed_email_templates_core.py.
- Celery task: loyalty.send_notification_email — async dispatch with
3 retries and 60s backoff. Opens own DB session.
- Notification service: LoyaltyNotificationService with 5 methods
that resolve customer/card/program into template variables and
enqueue via Celery (never blocks request handlers).
- Enrollment: sends loyalty_enrollment + loyalty_welcome_bonus (if
bonus > 0) after card creation commit.
- Stamps: sends loyalty_reward_ready when stamp target reached.
- Expiration task: sends loyalty_points_expiring 14 days before expiry
(tracked via new last_expiration_warning_at column to prevent dupes),
and loyalty_points_expired after points are zeroed.
- Migration loyalty_005: adds last_expiration_warning_at to cards.
- 8 new unit tests for notification service dispatch.
- Fix: rate limiter autouse fixture in integration tests to prevent
state bleed between tests.
Templates: loyalty_enrollment, loyalty_welcome_bonus,
loyalty_points_expiring, loyalty_points_expired, loyalty_reward_ready.
All support store-level overrides via the existing email template UI.
Birthday + re-engagement emails deferred to future marketing module
(cross-platform: OMS, loyalty, hosting).
342 tests pass.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Fix duplicate card creation when the same email enrolls at different
stores under the same merchant, and implement cross-location-aware
enrollment behavior.
- Cross-location enabled (default): one card per customer per merchant.
Re-enrolling at another store returns the existing card with a
"works at all our locations" message + store list.
- Cross-location disabled: one card per customer per store. Enrolling
at a different store creates a separate card for that store.
Changes:
- Migration loyalty_004: replace (merchant_id, customer_id) unique
index with (enrolled_at_store_id, customer_id). Per-merchant
uniqueness enforced at application layer when cross-location enabled.
- card_service.resolve_customer_id: cross-store email lookup via
merchant_id param to find existing cardholders at other stores.
- card_service.enroll_customer: branch duplicate check on
allow_cross_location_redemption setting.
- card_service.search_card_for_store: cross-store email search when
cross-location enabled so staff at store2 can find cards from store1.
- card_service.get_card_by_customer_and_store: new service method.
- storefront enrollment: catch LoyaltyCardAlreadyExistsException,
return existing card with already_enrolled flag, locations, and
cross-location context. Server-rendered i18n via Jinja2 tojson.
- enroll-success.html: conditional cross-store/single-store messaging,
server-rendered translations and context, i18n_modules block added.
- dashboard.html, history.html: replace $t() with server-side _() to
fix i18n flicker across all storefront templates.
- Fix device-mobile icon → phone icon.
- 4 new i18n keys in 4 locales (en, fr, de, lb).
- Docs: updated data-model, business-logic, production-launch-plan,
user-journeys with cross-location behavior and E2E test checklist.
- 12 new unit tests + 3 new integration tests (334 total pass).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Phase 1 of the loyalty production launch plan: config & security
hardening, dropped-data fix, DB integrity guards, rate limiting, and
constant-time auth compare. 362 tests pass.
- 1.4 Persist customer birth_date (new column + migration). Enrollment
form was collecting it but the value was silently dropped because
create_customer_for_enrollment never received it. Backfills existing
customers without overwriting.
- 1.1 LOYALTY_GOOGLE_SERVICE_ACCOUNT_JSON validated at startup (file
must exist and be readable; ~ expanded). Adds is_google_wallet_enabled
and is_apple_wallet_enabled derived flags. Prod path documented as
~/apps/orion/google-wallet-sa.json.
- 1.5 CHECK constraints on loyalty_cards (points_balance, stamp_count
non-negative) and loyalty_programs (min_purchase, points_per_euro,
welcome_bonus non-negative; stamps_target >= 1). Mirrored as
CheckConstraint in models. Pre-flight scan showed zero violations.
- 1.3 @rate_limit on store mutating endpoints: stamp 60/min,
redeem/points-earn 30-60/min, void/adjust 20/min, pin unlock 10/min.
- 1.2 Constant-time hmac.compare_digest for Apple Wallet auth token
(pulled forward from Phase 9 — code is safe whenever Apple ships).
See app/modules/loyalty/docs/production-launch-plan.md for the full
launch plan and remaining phases.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Delete program tests now verify soft-delete (deleted_at set, record
hidden from normal queries) instead of expecting hard deletion.
Uses db.query() instead of db.get() since the soft-delete filter
only applies to ORM queries, not identity map lookups.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Align loyalty pages across admin, merchant, and store personas so each
sees the same page set scoped to their access level. Admin acts as a
superset of merchant with "on behalf" capabilities.
New pages:
- Store: Staff PINs management (CRUD)
- Merchant: Cards, Card Detail, Transactions, Staff PINs (CRUD), Settings (read-only)
- Admin: Merchant Cards, Card Detail, Transactions, PINs (read-only)
Architecture:
- 4 shared Jinja2 partials (cards-list, card-detail, transactions, pins)
- 4 shared JS factory modules parameterized by apiPrefix/scope
- Persona templates are thin wrappers including shared partials
- PinDetailResponse schema for cross-store PIN listings
API: 17 new endpoints (11 merchant, 6 admin on-behalf)
Tests: 38 new integration tests, arch-check green
i18n: ~130 new keys across en/fr/de/lb
Docs: pages-and-navigation.md with full page matrix
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Security:
- Fix TOCTOU race conditions: move balance/limit checks after row lock in redeem_points, add_stamp, redeem_stamps
- Add PIN ownership verification to update/delete/unlock store routes
- Gate adjust_points endpoint to merchant_owner role only
Data integrity:
- Track total_points_voided in void_points
- Add order_reference idempotency guard in earn_points
Correctness:
- Fix LoyaltyProgramAlreadyExistsException to use merchant_id parameter
- Add StorefrontProgramResponse excluding wallet IDs from public API
- Add bounds (±100000) to PointsAdjustRequest.points_delta
Audit & config:
- Add CARD_REACTIVATED transaction type with audit record
- Improve admin audit logging with actor identity and old values
- Use merchant-specific PIN lockout settings with global fallback
- Guard MerchantLoyaltySettings creation with get_or_create pattern
Tests: 27 new tests (265 total) covering all 12 items — unit and integration.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add merchant stats API tests (GET /merchants/loyalty/stats) with 7 test cases
- Add merchant page route tests (program, program-edit, analytics) with 6 test cases
- Add store page route tests (terminal, cards, card-detail, program, program-edit, analytics, enroll) with 16 test cases
- Add unit tests for get_merchant_stats() enhanced fields (new_this_month, estimated_liability_cents, location breakdown) with 6 test cases
- Add unit tests for get_platform_stats() enhanced fields (total_points_issued/redeemed, total_points_balance, new_this_month, estimated_liability_cents) with 4 test cases
- Total: 38 new tests (174 -> 212 passing)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add admin SQL query tool with saved queries, schema explorer presets,
and collapsible category sections (dev_tools module)
- Add platform debug tool for admin diagnostics
- Add loyalty settings page with owner-only access control
- Fix loyalty settings owner check (use currentUser instead of window.__userData)
- Replace HTTPException with AuthorizationException in loyalty routes
- Expand loyalty module with PIN service, Apple Wallet, program management
- Improve store login with platform detection and multi-platform support
- Update billing feature gates and subscription services
- Add store platform sync improvements and remove is_primary column
- Add unit tests for loyalty (PIN, points, stamps, program services)
- Update i18n translations across dev_tools locales
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add /admin/loyalty/merchants/{id}/program route for program configuration
with a dedicated Alpine.js edit page supporting create/edit/delete flows.
Restructure programs dashboard with create modal (merchant search +
duplicate detection) and delete confirmation. Rename "Loyalty Settings"
to "Admin Policy" for clearer separation of concerns.
Add integration tests for all admin page routes (12 tests) and program
list search/filter/pagination endpoints (9 tests).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Move program CRUD from store to merchant/admin interfaces.
Store becomes view-only for program config while merchant gets
full CRUD and admin gets override capabilities.
Merchant portal:
- New API endpoints (GET/POST/PATCH/DELETE /program)
- New settings page with create/edit/delete form
- Overview page now has Create/Edit Program buttons
- Settings menu item added to sidebar
Admin portal:
- New CRUD endpoints (create for merchant, update, delete)
- New activate/deactivate program endpoints
- Programs list has edit and toggle buttons per row
- Merchant detail has create/delete/toggle program actions
Store portal:
- Removed POST/PATCH /program endpoints (now read-only)
- Removed settings page route and template
- Terminal, cards, stats, enroll unchanged
Tests: 112 passed (58 new) covering merchant API, admin CRUD,
store endpoint removal, and program service unit tests.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Covers card lookup route ordering, func.replace normalization, customer
name in transactions, self-enrollment creation, and earn points endpoint.
54 tests total (was 1).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Move 42 single-module test files into app/modules/*/tests/ directories
while keeping 40 cross-module and infrastructure tests central in tests/.
Hub fixtures (engine, db, client, cleanup) moved to root conftest.py so
both tests/ and module tests inherit them. Update pyproject.toml testpaths
and Makefile TEST_PATHS to discover all test locations.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix admin tier change: resolve tier_code→tier_id in update_subscription(),
delegate to billing_service.change_tier() for Stripe-connected subs
- Add platform support to admin tiers page: platform column, filter dropdown,
platform selector in create/edit modal, platform_name in tier API response
- Filter used platforms in create subscription modal on merchant detail page
- Enrich merchant portal API responses with tier code, tier_name, platform_name
- Add eager-load of platform relationship in get_merchant_subscription()
- Remove stale store_name/store_code references from merchant templates
- Add merchant tier change endpoint (POST /change-tier) and tier selector UI
replacing broken requestUpgrade() button
- Fix subscription detail link to use platform_id instead of sub.id
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
