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orion/app/modules/loyalty/routes/api/store.py
Samir Boulahtit f804ff8442
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fix(loyalty): cross-store enrollment, card scoping, i18n flicker
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>
2026-04-11 18:28:19 +02:00

813 lines
26 KiB
Python

# app/modules/loyalty/routes/api/store.py
"""
Loyalty module store routes.
Merchant-based store endpoints for:
- Program management (merchant-wide, managed by store)
- Staff PINs (per-store)
- Card operations (stamps, points, redemptions, voids)
- Customer cards lookup
- Dashboard stats
All operations are scoped to the store's merchant.
Cards can be used at any store within the same merchant.
"""
import logging
from fastapi import APIRouter, Depends, Path, Query, Request
from sqlalchemy.orm import Session
from app.api.deps import get_current_store_api, require_module_access
from app.core.database import get_db
from app.exceptions.base import AuthorizationException
from app.modules.enums import FrontendType
from app.modules.loyalty.schemas import (
CardDetailResponse,
CardEnrollRequest,
CardListResponse,
CardLookupResponse,
CardResponse,
MerchantStatsResponse,
PinCreate,
PinListResponse,
PinResponse,
PinUpdate,
PointsAdjustRequest,
PointsAdjustResponse,
PointsEarnRequest,
PointsEarnResponse,
PointsRedeemRequest,
PointsRedeemResponse,
PointsVoidRequest,
PointsVoidResponse,
ProgramCreate,
ProgramResponse,
ProgramStatsResponse,
ProgramUpdate,
StampRedeemRequest,
StampRedeemResponse,
StampRequest,
StampResponse,
StampVoidRequest,
StampVoidResponse,
TransactionListResponse,
TransactionResponse,
)
from app.modules.loyalty.services import (
card_service,
pin_service,
points_service,
program_service,
stamp_service,
)
from app.modules.tenancy.models import User # API-007
from middleware.decorators import rate_limit
logger = logging.getLogger(__name__)
# Store router with module access control
router = APIRouter(
prefix="/loyalty",
dependencies=[Depends(require_module_access("loyalty", FrontendType.STORE))],
)
def get_client_info(request: Request) -> tuple[str | None, str | None]:
"""Extract client IP and user agent from request."""
ip = request.client.host if request.client else None
user_agent = request.headers.get("user-agent")
return ip, user_agent
def get_store_merchant_id(db: Session, store_id: int) -> int:
"""Get the merchant ID for a store."""
return program_service.get_store_merchant_id(db, store_id)
# =============================================================================
# Program Management
# =============================================================================
@router.get("/program", response_model=ProgramResponse)
def get_program(
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Get the merchant's loyalty program."""
store_id = current_user.token_store_id
program = program_service.require_program_by_store(db, store_id)
response = ProgramResponse.model_validate(program)
response.is_stamps_enabled = program.is_stamps_enabled
response.is_points_enabled = program.is_points_enabled
response.display_name = program.display_name
return response
@router.post("/program", response_model=ProgramResponse, status_code=201)
def create_program(
data: ProgramCreate,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Create a loyalty program (merchant_owner only)."""
if current_user.role != "merchant_owner":
raise AuthorizationException("Only merchant owners can create programs")
store_id = current_user.token_store_id
merchant_id = get_store_merchant_id(db, store_id)
program = program_service.create_program(db, merchant_id, data)
response = ProgramResponse.model_validate(program)
response.is_stamps_enabled = program.is_stamps_enabled
response.is_points_enabled = program.is_points_enabled
response.display_name = program.display_name
return response
@router.put("/program", response_model=ProgramResponse)
def update_program(
data: ProgramUpdate,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Update the merchant's loyalty program (merchant_owner only)."""
if current_user.role != "merchant_owner":
raise AuthorizationException("Only merchant owners can update programs")
store_id = current_user.token_store_id
program = program_service.require_program_by_store(db, store_id)
program = program_service.update_program(db, program.id, data)
response = ProgramResponse.model_validate(program)
response.is_stamps_enabled = program.is_stamps_enabled
response.is_points_enabled = program.is_points_enabled
response.display_name = program.display_name
return response
@router.delete("/program", status_code=204)
def delete_program(
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Delete the merchant's loyalty program (merchant_owner only)."""
if current_user.role != "merchant_owner":
raise AuthorizationException("Only merchant owners can delete programs")
store_id = current_user.token_store_id
program = program_service.require_program_by_store(db, store_id)
program_service.delete_program(db, program.id)
logger.info(f"Store user deleted loyalty program {program.id}")
@router.get("/stats", response_model=ProgramStatsResponse)
def get_stats(
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Get loyalty program statistics."""
store_id = current_user.token_store_id
program = program_service.require_program_by_store(db, store_id)
stats = program_service.get_program_stats(db, program.id)
return ProgramStatsResponse(**stats)
@router.get("/stats/merchant", response_model=MerchantStatsResponse)
def get_merchant_stats(
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Get merchant-wide loyalty statistics across all locations."""
store_id = current_user.token_store_id
merchant_id = get_store_merchant_id(db, store_id)
stats = program_service.get_merchant_stats(db, merchant_id)
return MerchantStatsResponse(**stats)
# =============================================================================
# Staff PINs
# =============================================================================
@router.get("/pins", response_model=PinListResponse)
def list_pins(
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""List staff PINs for this store location."""
store_id = current_user.token_store_id
program = program_service.require_program_by_store(db, store_id)
# List PINs for this store only
pins = pin_service.list_pins(db, program.id, store_id=store_id)
return PinListResponse(
pins=[PinResponse.model_validate(pin) for pin in pins],
total=len(pins),
)
@router.post("/pins", response_model=PinResponse, status_code=201)
def create_pin(
data: PinCreate,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Create a new staff PIN for this store location."""
store_id = current_user.token_store_id
program = program_service.require_program_by_store(db, store_id)
pin = pin_service.create_pin(db, program.id, store_id, data)
return PinResponse.model_validate(pin)
@router.patch("/pins/{pin_id}", response_model=PinResponse)
def update_pin(
pin_id: int = Path(..., gt=0),
data: PinUpdate = None,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Update a staff PIN."""
pin = pin_service.require_pin(db, pin_id)
if pin.store_id != current_user.token_store_id:
from app.modules.loyalty.exceptions import StaffPinNotFoundException
raise StaffPinNotFoundException(str(pin_id))
pin = pin_service.update_pin(db, pin_id, data)
return PinResponse.model_validate(pin)
@router.delete("/pins/{pin_id}", status_code=204)
def delete_pin(
pin_id: int = Path(..., gt=0),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Delete a staff PIN."""
pin = pin_service.require_pin(db, pin_id)
if pin.store_id != current_user.token_store_id:
from app.modules.loyalty.exceptions import StaffPinNotFoundException
raise StaffPinNotFoundException(str(pin_id))
pin_service.delete_pin(db, pin_id)
@router.post("/pins/{pin_id}/unlock", response_model=PinResponse)
@rate_limit(max_requests=10, window_seconds=60)
def unlock_pin(
request: Request,
pin_id: int = Path(..., gt=0),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Unlock a locked staff PIN."""
pin = pin_service.require_pin(db, pin_id)
if pin.store_id != current_user.token_store_id:
from app.modules.loyalty.exceptions import StaffPinNotFoundException
raise StaffPinNotFoundException(str(pin_id))
pin = pin_service.unlock_pin(db, pin_id)
return PinResponse.model_validate(pin)
# =============================================================================
# Card Management
# =============================================================================
@router.get("/cards", response_model=CardListResponse)
def list_cards(
skip: int = Query(0, ge=0),
limit: int = Query(50, ge=1, le=100),
is_active: bool | None = Query(None),
search: str | None = Query(None, max_length=100),
enrolled_here: bool = Query(False, description="Only show cards enrolled at this location"),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""
List loyalty cards for the merchant.
By default lists all cards in the merchant's loyalty program.
Use enrolled_here=true to filter to cards enrolled at this location.
"""
store_id = current_user.token_store_id
merchant_id = get_store_merchant_id(db, store_id)
program = program_service.require_program_by_store(db, store_id)
# Filter by enrolled_at_store_id if requested
filter_store_id = store_id if enrolled_here else None
cards, total = card_service.list_cards(
db,
merchant_id,
store_id=filter_store_id,
skip=skip,
limit=limit,
is_active=is_active,
search=search,
)
card_responses = []
for card in cards:
customer = card.customer
response = CardResponse(
id=card.id,
card_number=card.card_number,
customer_id=card.customer_id,
merchant_id=card.merchant_id,
program_id=card.program_id,
enrolled_at_store_id=card.enrolled_at_store_id,
customer_name=customer.full_name if customer else None,
customer_email=customer.email if customer else None,
stamp_count=card.stamp_count,
stamps_target=program.stamps_target,
stamps_until_reward=max(0, program.stamps_target - card.stamp_count),
total_stamps_earned=card.total_stamps_earned,
stamps_redeemed=card.stamps_redeemed,
points_balance=card.points_balance,
total_points_earned=card.total_points_earned,
points_redeemed=card.points_redeemed,
is_active=card.is_active,
created_at=card.created_at,
has_google_wallet=bool(card.google_object_id),
has_apple_wallet=bool(card.apple_serial_number),
)
card_responses.append(response)
return CardListResponse(cards=card_responses, total=total)
def _build_card_lookup_response(card, db=None) -> CardLookupResponse:
"""Build a CardLookupResponse from a card object."""
from datetime import timedelta
program = card.program
can_stamp, _ = card.can_stamp(program.cooldown_minutes)
cooldown_ends = None
if not can_stamp and card.last_stamp_at:
cooldown_ends = card.last_stamp_at + timedelta(minutes=program.cooldown_minutes)
stamps_today = card_service.get_stamps_today(db, card.id) if db else 0
available_rewards = []
for reward in program.points_rewards or []:
if reward.get("is_active", True) and card.points_balance >= reward.get(
"points_required", 0
):
available_rewards.append(reward)
return CardLookupResponse(
card_id=card.id,
card_number=card.card_number,
customer_id=card.customer_id,
customer_name=card.customer.full_name if card.customer else None,
customer_email=card.customer.email if card.customer else "",
merchant_id=card.merchant_id,
merchant_name=card.merchant.name if card.merchant else None,
stamp_count=card.stamp_count,
stamps_target=program.stamps_target,
stamps_until_reward=max(0, program.stamps_target - card.stamp_count),
points_balance=card.points_balance,
can_redeem_stamps=card.stamp_count >= program.stamps_target,
stamp_reward_description=program.stamps_reward_description,
available_rewards=available_rewards,
can_stamp=can_stamp,
cooldown_ends_at=cooldown_ends,
stamps_today=stamps_today,
max_daily_stamps=program.max_daily_stamps,
can_earn_more_stamps=stamps_today < program.max_daily_stamps,
)
@router.get("/cards/lookup", response_model=CardLookupResponse)
def search_card(
request: Request,
q: str = Query(..., description="Search by email, card number, or name"),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""
Search for a card by email, card number, or customer name.
Tries matching in order: card number, then customer email.
Card must belong to the same merchant as the store.
"""
store_id = current_user.token_store_id
card = card_service.search_card_for_store(db, store_id, q)
if not card:
from app.modules.loyalty.exceptions import LoyaltyCardNotFoundException
raise LoyaltyCardNotFoundException(q)
return _build_card_lookup_response(card, db)
@router.post("/cards/lookup", response_model=CardLookupResponse)
def lookup_card(
request: Request,
card_id: int | None = Query(None),
qr_code: str | None = Query(None),
card_number: str | None = Query(None),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""
Look up a card by ID, QR code, or card number.
Card must belong to the same merchant as the store.
"""
store_id = current_user.token_store_id
# Uses lookup_card_for_store which validates merchant membership
# Raises LoyaltyCardNotFoundException if not found
card = card_service.lookup_card_for_store(
db,
store_id,
card_id=card_id,
qr_code=qr_code,
card_number=card_number,
)
return _build_card_lookup_response(card, db)
@router.get("/cards/{card_id}", response_model=CardDetailResponse)
def get_card_detail(
card_id: int = Path(..., gt=0),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Get detailed loyalty card info by ID."""
store_id = current_user.token_store_id
merchant_id = get_store_merchant_id(db, store_id)
card = card_service.get_card(db, card_id)
if not card or card.merchant_id != merchant_id:
from app.modules.loyalty.exceptions import LoyaltyCardNotFoundException
raise LoyaltyCardNotFoundException(str(card_id))
program = card.program
customer = card.customer
return CardDetailResponse(
id=card.id,
card_number=card.card_number,
customer_id=card.customer_id,
merchant_id=card.merchant_id,
program_id=card.program_id,
enrolled_at_store_id=card.enrolled_at_store_id,
customer_name=customer.full_name if customer else None,
customer_email=customer.email if customer else None,
merchant_name=card.merchant.name if card.merchant else None,
qr_code_data=card.qr_code_data or card.card_number,
program_name=program.display_name,
program_type=program.loyalty_type,
reward_description=program.stamps_reward_description,
stamp_count=card.stamp_count,
stamps_target=program.stamps_target,
stamps_until_reward=max(0, program.stamps_target - card.stamp_count),
total_stamps_earned=card.total_stamps_earned,
stamps_redeemed=card.stamps_redeemed,
points_balance=card.points_balance,
total_points_earned=card.total_points_earned,
points_redeemed=card.points_redeemed,
is_active=card.is_active,
created_at=card.created_at,
last_stamp_at=card.last_stamp_at,
last_points_at=card.last_points_at,
last_redemption_at=card.last_redemption_at,
last_activity_at=card.last_activity_at,
has_google_wallet=bool(card.google_object_id),
has_apple_wallet=bool(card.apple_serial_number),
)
@router.get("/transactions", response_model=TransactionListResponse)
def list_store_transactions(
skip: int = Query(0, ge=0),
limit: int = Query(10, ge=1, le=100),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""List recent transactions for this merchant's loyalty program."""
store_id = current_user.token_store_id
merchant_id = get_store_merchant_id(db, store_id)
transactions, total = card_service.get_store_transactions(
db, merchant_id, skip=skip, limit=limit
)
tx_responses = []
for t in transactions:
tx = TransactionResponse.model_validate(t)
if t.card and t.card.customer:
tx.customer_name = t.card.customer.full_name
tx_responses.append(tx)
return TransactionListResponse(transactions=tx_responses, total=total)
@router.post("/cards/enroll", response_model=CardResponse, status_code=201)
def enroll_customer(
data: CardEnrollRequest,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""
Enroll a customer in the merchant's loyalty program.
The card will be associated with the merchant and track which
store enrolled them.
"""
store_id = current_user.token_store_id
# Resolve merchant_id for cross-store customer lookup
from app.modules.tenancy.services.store_service import store_service
store = store_service.get_store_by_id_optional(db, store_id)
merchant_id = store.merchant_id if store else None
customer_id = card_service.resolve_customer_id(
db,
customer_id=data.customer_id,
email=data.email,
store_id=store_id,
merchant_id=merchant_id,
)
card = card_service.enroll_customer_for_store(db, customer_id, store_id)
program = card.program
return CardResponse(
id=card.id,
card_number=card.card_number,
customer_id=card.customer_id,
merchant_id=card.merchant_id,
program_id=card.program_id,
enrolled_at_store_id=card.enrolled_at_store_id,
stamp_count=card.stamp_count,
stamps_target=program.stamps_target,
stamps_until_reward=max(0, program.stamps_target - card.stamp_count),
total_stamps_earned=card.total_stamps_earned,
stamps_redeemed=card.stamps_redeemed,
points_balance=card.points_balance,
total_points_earned=card.total_points_earned,
points_redeemed=card.points_redeemed,
is_active=card.is_active,
created_at=card.created_at,
)
@router.get("/cards/{card_id}/transactions", response_model=TransactionListResponse)
def get_card_transactions(
card_id: int = Path(..., gt=0),
skip: int = Query(0, ge=0),
limit: int = Query(50, ge=1, le=100),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Get transaction history for a card."""
store_id = current_user.token_store_id
# Verify card belongs to this merchant (raises LoyaltyCardNotFoundException if not found)
card_service.lookup_card_for_store(db, store_id, card_id=card_id)
transactions, total = card_service.get_card_transactions(
db, card_id, skip=skip, limit=limit
)
return TransactionListResponse(
transactions=[TransactionResponse.model_validate(t) for t in transactions],
total=total,
)
# =============================================================================
# Stamp Operations
# =============================================================================
@router.post("/stamp", response_model=StampResponse)
@rate_limit(max_requests=60, window_seconds=60)
def add_stamp(
request: Request,
data: StampRequest,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Add a stamp to a loyalty card."""
store_id = current_user.token_store_id
ip, user_agent = get_client_info(request)
result = stamp_service.add_stamp(
db,
store_id=store_id,
card_id=data.card_id,
qr_code=data.qr_code,
card_number=data.card_number,
staff_pin=data.staff_pin,
ip_address=ip,
user_agent=user_agent,
notes=data.notes,
)
return StampResponse(**result)
@router.post("/stamp/redeem", response_model=StampRedeemResponse)
@rate_limit(max_requests=30, window_seconds=60)
def redeem_stamps(
request: Request,
data: StampRedeemRequest,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Redeem stamps for a reward."""
store_id = current_user.token_store_id
ip, user_agent = get_client_info(request)
result = stamp_service.redeem_stamps(
db,
store_id=store_id,
card_id=data.card_id,
qr_code=data.qr_code,
card_number=data.card_number,
staff_pin=data.staff_pin,
ip_address=ip,
user_agent=user_agent,
notes=data.notes,
)
return StampRedeemResponse(**result)
@router.post("/stamp/void", response_model=StampVoidResponse)
@rate_limit(max_requests=20, window_seconds=60)
def void_stamps(
request: Request,
data: StampVoidRequest,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Void stamps for a return."""
store_id = current_user.token_store_id
ip, user_agent = get_client_info(request)
result = stamp_service.void_stamps(
db,
store_id=store_id,
card_id=data.card_id,
qr_code=data.qr_code,
card_number=data.card_number,
stamps_to_void=data.stamps_to_void,
original_transaction_id=data.original_transaction_id,
staff_pin=data.staff_pin,
ip_address=ip,
user_agent=user_agent,
notes=data.notes,
)
return StampVoidResponse(**result)
# =============================================================================
# Points Operations
# =============================================================================
@router.post("/points/earn", response_model=PointsEarnResponse)
@rate_limit(max_requests=60, window_seconds=60)
def earn_points(
request: Request,
data: PointsEarnRequest,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Earn points from a purchase."""
store_id = current_user.token_store_id
ip, user_agent = get_client_info(request)
result = points_service.earn_points(
db,
store_id=store_id,
card_id=data.card_id,
qr_code=data.qr_code,
card_number=data.card_number,
purchase_amount_cents=data.purchase_amount_cents,
order_reference=data.order_reference,
staff_pin=data.staff_pin,
ip_address=ip,
user_agent=user_agent,
notes=data.notes,
)
return PointsEarnResponse(**result)
@router.post("/points/redeem", response_model=PointsRedeemResponse)
@rate_limit(max_requests=30, window_seconds=60)
def redeem_points(
request: Request,
data: PointsRedeemRequest,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Redeem points for a reward."""
store_id = current_user.token_store_id
ip, user_agent = get_client_info(request)
result = points_service.redeem_points(
db,
store_id=store_id,
card_id=data.card_id,
qr_code=data.qr_code,
card_number=data.card_number,
reward_id=data.reward_id,
staff_pin=data.staff_pin,
ip_address=ip,
user_agent=user_agent,
notes=data.notes,
)
return PointsRedeemResponse(**result)
@router.post("/points/void", response_model=PointsVoidResponse)
@rate_limit(max_requests=20, window_seconds=60)
def void_points(
request: Request,
data: PointsVoidRequest,
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Void points for a return."""
store_id = current_user.token_store_id
ip, user_agent = get_client_info(request)
result = points_service.void_points(
db,
store_id=store_id,
card_id=data.card_id,
qr_code=data.qr_code,
card_number=data.card_number,
points_to_void=data.points_to_void,
original_transaction_id=data.original_transaction_id,
order_reference=data.order_reference,
staff_pin=data.staff_pin,
ip_address=ip,
user_agent=user_agent,
notes=data.notes,
)
return PointsVoidResponse(**result)
@router.post("/cards/{card_id}/points/adjust", response_model=PointsAdjustResponse)
@rate_limit(max_requests=20, window_seconds=60)
def adjust_points(
request: Request,
data: PointsAdjustRequest,
card_id: int = Path(..., gt=0),
current_user: User = Depends(get_current_store_api),
db: Session = Depends(get_db),
):
"""Manually adjust points (merchant_owner only)."""
if current_user.role != "merchant_owner":
raise AuthorizationException("Only merchant owners can adjust points")
store_id = current_user.token_store_id
ip, user_agent = get_client_info(request)
result = points_service.adjust_points(
db,
card_id=card_id,
points_delta=data.points_delta,
store_id=store_id,
reason=data.reason,
staff_pin=data.staff_pin,
ip_address=ip,
user_agent=user_agent,
)
return PointsAdjustResponse(**result)