Openbravo Issue Tracking System - POS2
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0051919POS2POSpublic2023-03-20 11:562023-04-25 14:08
joanborras 
adrianromero 
normalminoralways
closedfixed 
5
 
23Q3 
caristu
No
0051919: To do a Customer Search or Create New Customer before Payment when a External CRM Integration is enabled
There's a need to open the Customer Search Window when a CRM External Integration is set and enabled to a Touchpoint POS2 Terminal. When the anonymous customer is set to the ticket, before doing a payment, the "Advanced Customer Search" window will be shown to do a search when the CRM connector is online or the "New Customer" window will be shown while offline.
This behavior should be applied to:
- Ticket
- Return
- Quotation
- Open a POS2 connected to an External CRM
- Do a receipt ticket with the Anonymous Business Partner
- Go to pay
- The Payment Window is opened
- Open a POS2 connected to an External CRM
- Do a receipt ticket with the Anonymous Business Partner
- Go to pay
- If we're in online mode, the "Advanced Customer Search" window will be shown
- If we're in offline mode, the "New Customer" window will be shown -> this option is NOT supported for the moment
No tags attached.
related to feature request 0050403 closed caristu Support customer creation through the CRM in offline 
Issue History
2023-03-20 11:56joanborrasNew Issue
2023-03-20 11:56joanborrasAssigned To => Retail
2023-03-20 11:56joanborrasTriggers an Emergency Pack => No
2023-03-20 11:59joanborrasNote Added: 0147696
2023-03-20 16:16adrianromeroAssigned ToRetail => adrianromero
2023-03-27 17:49hgbotNote Added: 0147994
2023-04-25 12:17caristuProposed Solution updated
2023-04-25 12:19caristuProposed Solution updated
2023-04-25 14:08hgbotResolutionopen => fixed
2023-04-25 14:08hgbotStatusnew => resolved
2023-04-25 14:08hgbotNote Added: 0148858
2023-04-25 14:08hgbotFixed in Version => 23Q3
2023-04-25 14:08hgbotNote Added: 0148859
2023-04-25 14:08caristuReview Assigned To => caristu
2023-04-25 14:08caristuStatusresolved => closed
2023-06-15 14:11caristuRelationship addedrelated to 0050403

Notes
(0147696)
joanborras   
2023-03-20 11:59   
A newly field will be created at Organization Entity.
‘Customer search before payment’: this is a new flag. By default the value is ‘N’. When it is set to 'Y', It will work as the Proposed solution scenario
(0147994)
hgbot   
2023-03-27 17:49   
Merge Request created: https://gitlab.com/openbravo/product/pmods/org.openbravo.pos2/-/merge_requests/1642 [^]
(0148858)
hgbot   
2023-04-25 14:08   
Merge request merged: https://gitlab.com/openbravo/product/pmods/org.openbravo.pos2/-/merge_requests/1642 [^]
(0148859)
hgbot   
2023-04-25 14:08   
Repository: https://gitlab.com/openbravo/product/pmods/org.openbravo.pos2 [^]
Changeset: 6bad6f862758b31f817e497fe0454e77aea1a9a6
Author: Joan Borras | Practics BS <joan.borras@practicsbs.com>
Date: 25-04-2023 12:08:04
URL: https://gitlab.com/openbravo/product/pmods/org.openbravo.pos2/-/commit/6bad6f862758b31f817e497fe0454e77aea1a9a6 [^]

Fixes FR-51919: Open customer search before doing a payment

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A web-jspack/org.openbravo.pos2/src/model/user-interface/utils/__test__/runActionsAfterCustomerSelectionClose.test.js
A web-jspack/org.openbravo.pos2/src/model/user-interface/utils/runActionsAfterCustomerSelectionClose.js
M src-db/database/model/modifiedTables/AD_ORG.xml
M src-db/database/sourcedata/AD_COLUMN.xml
M src-db/database/sourcedata/AD_ELEMENT.xml
M src-db/database/sourcedata/AD_FIELD.xml
M src/org/openbravo/pos2/term/TerminalProperties.java
M web-jspack/org.openbravo.pos2/src/components/Customer/CustomerSelector/CustomerSelector.jsx
M web-jspack/org.openbravo.pos2/src/components/Ticket/TicketBPButton/TicketBPButtonGeneric.jsx
M web-jspack/org.openbravo.pos2/src/model/user-interface/__test__/SetShowCustomerSelector.test.js
M web-jspack/org.openbravo.pos2/src/model/user-interface/__test__/SwitchToPayments.test.js
M web-jspack/org.openbravo.pos2/src/model/user-interface/actions/SetShowCustomerSelector.js
M web-jspack/org.openbravo.pos2/src/model/user-interface/user-actions/SwitchToPayments.js
M web-jspack/org.openbravo.pos2/src/ob-init.js
---