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Loyalty Phase B Planned

Loyalty lets merchants reward repeat customers - earning points on purchases, climbing membership tiers, and redeeming rewards. Point earning on completed orders is live today; the broader program management surface is planned for Phase B.

1. Identity

PropertyValue
Module IDEXT-01
TierExtended
StatusPlanned
PhaseP1-P3
PriorityMEDIUM
Primary usersOwner / Manager / Customer

2. Purpose & Scope

IncludedExcluded
Earn points on completed sale ordersCross-merchant / shared point pools
Membership tiers (Bronze → Gold)Paid membership billing
Rewards catalog & redemptionGift-card issuance (separate module)
Referral & birthday rewardsMarketing message delivery (see Marketing)

3. Capabilities

CapabilityWhat the user can do
Points earningAuto-award points when an order completes payment
Points redemptionSpend points for discounts or rewards
Membership tiersDefine status levels with benefits
Rewards catalogConfigure redeemable rewards
Referral programReward customers for referrals
Birthday rewardsAuto-grant rewards on birthdays
Program analyticsTrack member activity & program ROI

Today only points earning is wired in code (award on order completion, idempotent per order). Everything else is roadmap.

4. Module Dependencies

Depends onWhy
CustomerCustomer identity holds the point balance and tier
OrdersCompleted orders are the earning trigger

5. Backend Packages

Implementation detail lives in the developer docs - this section only maps the module to the services that power it.

PackageRoleDeveloper docs
@nx/saleAwards points on order payment success (idempotent)Customer Points
@nx/identityStores customer point balanceIdentity

Engineering Mapping (Feature ⇄ Package)

The horizontal axis of the Feature Spine - each business feature (<AREA> in the URD) maps to its engineering home. Reciprocal: the package docs link back here.

FeatureDev packageStatus
PTS Points Earning@nx/saleBuilt
RDM Redemption & Tiers@nx/salePlanned

6. Key User Flows

7. Roles & Permissions

RoleCanCannot
OwnerConfigure earning rate, tiers, rewards (planned)-
ManagerView member activity & balancesChange global earning rate
CustomerEarn & view pointsAdjust own balance manually

8. Status & Roadmap

PhaseCapabilities
P1Points earning on order completion (live)
P2Redemption, membership tiers, rewards catalog
P3Referral, birthday rewards, program analytics

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