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Loyalty Partner Applicability

loyalty_partner_applicability folder_open OCA/sale-promotion open_in_new
Sale License: AGPL-3

This module extends the Loyalty functionality by allowing the definition of a customer filter for promotion rules. This module is a base to be extended.

It allows to restrict the applicability of a promotion and its rules to a subset of customers. This is useful when you want to target a specific group of customers with a promotion. The restriction can be defined at the program level.

When a restriction is defined at the program level, the promotion will only be available to customers that match the filter.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Restrict loyalty promotions to a chosen group of customers by selecting specific contacts or defining a customer filter on the promotion itself.

This module adds customer targeting to loyalty programs. On the loyalty program form, two new fields appear after the end date: "Allowed partners" where you can pick specific contacts, and "Allowed partners domain" where you can build a filter on customer fields.

  • If both fields are left empty, the promotion stays available to everyone.
  • If you select partners or set a filter, only customers matching them are eligible for the promotion.
  • A setting called "Allow coupon sharing" can be enabled in configuration; when it is on, a customer also qualifies if they share the same commercial parent (company) as a matching customer.

The module extends loyalty.program and adds the setting to res.config.settings. It does not create new menus or reports; the new fields are visible directly inside the existing loyalty program form.

Depends on

loyalty
Models and fields (2)
  • loyalty.program · extends an existing modelpartner_ids (Allowed partners), partner_domain (Allowed partners domain)
  • res.config.settings · extends an existing modelallow_coupon_sharing (Allow coupon sharing)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-promotion.

terminal Installation and usage

OCA documentation · Odoo 18.0

Restriction on partners can be expressed in the following ways:

  • By selecting a list of specific partners
  • By providing a domain to filter partners

If both are provided, the condition will be a logical OR.

When you define a domain the datetime object is available as a variable datetime to allow for dynamic filtering based on the current datetime.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.