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Referral + Credit Note + SCS module is GO for production within docume…

2 min read

Referral + Credit Note + SCS module is GO for production within docume…

Decision

Referral + Credit Note + SCS module is GO for production within documented scope. Loyalty system (LockatedApp_LoyaltyEngine + Referral_Points__c) is HOLD pending business decision on whether to ship Birthday-only (currently active) or activate the 8 commented-out point-event types now. One TDD doc fix needed: ‘80% Payment’ → ‘20% Payment’.

Rationale

Comprehensive fullcopy audit verified all TDD-listed components active: 9 Apex classes, 4 VF pages, LWC offerMasterConfigurator, Aura GenerateSCSPDF, 3 triggers (trgReferralCredit, Trigger_ADFCreditNote, ReferralPointsTrg), 5 validation rules, 7 named approval processes (3 on Credit_Note, 2 on Referral_Credits, 1 on Quotation, 1 on Sub_Offer), 15 active flows in the referral/CN/loyalty domain. End-to-end credit handling traced: Booking confirmed → trgReferralCredit auto-creates Referral_Credits__c with IOM PDF via ReferralCreditIOMPDFHandler Queueable → status flow Submitted→Approved L1→Approved L2 with email notifications at each transition → SAP REST send via SAP_Rest_ReferralCreditAPI.sendReferrallist (filtered by Approval_Status=‘Approved by L2’) → SAP response populates Vendor_Code/SAP_Document_No/Invoice_Document_Number/CLR_Document_Number → ERP_Integration_Log__c captures full payload. Dual-20%-payment gate verified verbatim in Create CN on 20% Payment flow XML: Record.X20_Received__c AND Record.Reference_Booking_X20_Received__c. Opt_for_Referral path queried in SAP_Rest_ReferralCreditAPI confirms Pass-on-benefit semantic. Loyalty engine LockatedApp_LoyaltyEngine schedulable runs only birthdayPoints() — Township=250/Premium=500/Luxury=1000 — other 8 methods (dhamakaOffer1, registrationAnd20PercentPayement, etc.) commented out. Referral_Points__c.Type__c picklist has 9 values: Fresh Lead, Site Visit, Closed Referral, On Time Payment, Birthday, Early Payment 7 Days, Dhamaka Offer, App Enrollment, Registration and 20 percent payment. Compliance posture strong: TDS_5_To_Be_Deducted__c, validation rules active, ProcessInstance audit trail, ERP_Integration_Log__c, IOM file attachment, ByPassTriggers__mdt kill switch.

Alternatives Rejected

Outcome

Pending

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