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ID
0051919
TypeCategorySeverityReproducibilityDate SubmittedLast Update
feature request[POS2] POSminoralways2023-03-20 11:562023-04-25 14:08
ReporterjoanborrasView Statuspublic 
Assigned Toadrianromero 
PrioritynormalResolutionfixedFixed in Version23Q3
StatusclosedFix in branchFixed in SCM revision
ProjectionnoneETAnoneTarget Version
OSAnyDatabaseAnyJava version
OS VersionDatabase versionAnt version
Product VersionSCM revision 
Review Assigned Tocaristu
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo
Summary

0051919: To do a Customer Search or Create New Customer before Payment when a External CRM Integration is enabled

DescriptionThere'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
Steps To Reproduce- 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
Proposed Solution- 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
TagsNo tags attached.
Attached Files

- Relationships Relation Graph ] Dependency Graph ]
related to feature request 0050403 closedcaristu Support customer creation through the CRM in offline 

-  Notes
(0147696)
joanborras (reporter)
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 (developer)
2023-03-27 17:49

Merge Request created: https://gitlab.com/openbravo/product/pmods/org.openbravo.pos2/-/merge_requests/1642 [^]
(0148858)
hgbot (developer)
2023-04-25 14:08

Merge request merged: https://gitlab.com/openbravo/product/pmods/org.openbravo.pos2/-/merge_requests/1642 [^]
(0148859)
hgbot (developer)
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

---
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
---

- Issue History
Date Modified Username Field Change
2023-03-20 11:56 joanborras New Issue
2023-03-20 11:56 joanborras Assigned To => Retail
2023-03-20 11:56 joanborras Triggers an Emergency Pack => No
2023-03-20 11:59 joanborras Note Added: 0147696
2023-03-20 16:16 adrianromero Assigned To Retail => adrianromero
2023-03-27 17:49 hgbot Note Added: 0147994
2023-04-25 12:17 caristu Proposed Solution updated
2023-04-25 12:19 caristu Proposed Solution updated
2023-04-25 14:08 hgbot Resolution open => fixed
2023-04-25 14:08 hgbot Status new => resolved
2023-04-25 14:08 hgbot Note Added: 0148858
2023-04-25 14:08 hgbot Fixed in Version => 23Q3
2023-04-25 14:08 hgbot Note Added: 0148859
2023-04-25 14:08 caristu Review Assigned To => caristu
2023-04-25 14:08 caristu Status resolved => closed
2023-06-15 14:11 caristu Relationship added related to 0050403


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