Lynx Partner Program

Key Features

• Deal registration lifecycle — lynx.deal.registration covers draft/submitted/accepted/refused/expired with anti-spam consent capture, first-valid-wins conflict detection (exact email, corporate email domain, normalized phone) and a daily expiry cron with manager renewal.

• Configurable CRM handoff — the crm.lead is created at submission or at acceptance, per sales team (crm.team policy) with a per-company default.

• Locked attribution — won deals stamp referring_partner_id on the client; only a Partnership Manager can change it during the compensation period, which runs N months (per company) from the first paid invoice.

• Native partner levels — commission plans key on the standard res.partner.grade from the CE partnership module, the same level used by website_crm_partner_assign for reseller publishing and weighted lead forwarding — no duplicate tier concept.

• Per-partner term overrides — compensation months, registration validity, refusal watch window, payout threshold and settlement payment terms can be overridden on each partner, with company defaults.

• Rate protection snapshots — lynx.commission.rate.snapshot freezes rate, one-time flag and third-party deduction per (client, category) at acceptance; later plan changes never affect existing clients.

• Payment-triggered commission engine — an account.move._invoice_paid_hook override creates one commission line per paid invoice line; no cron ever sweeps invoices. Refunded credit notes generate negative clawback lines, even after the period ends.

• Partner-funded client rebates — a partner can give part of their commission rate back to a referred client (capped at the rate, per revenue stream); the monthly cron issues one aggregated credit note per client in a dedicated rebate journal, with a manager/approval/free control policy per company or per partner.

• Monthly settlements — a cron aggregates unsettled lines per partner, applies a minimum payout threshold with carryover, and issues a vendor bill in the company currency; a final-settlement action pays any residual on agreement end.

• Finder's fee alerts — if a refused prospect becomes a direct customer within the watch window, managers get an activity with a confirmation wizard granting half-rate snapshots — never a silent automation.