Magento_NegotiableQuote (1.5.x - Draft/Duplicate/Rename/ACL/...)

Magento Modules:

• Magento_NegotiableQuote
• Magento_NegotiableQuoteDuplicate
• Magento_NegotiableQuoteRequisitionList

Adobe Commerce Packages

• magento/module-negotiable-quote
• magento/module-negotiable-quote-duplicate
• magento/module-negotiable-quote-requisition-list

Repository

Note: this repo is only accessible with a Hyvä Enterprise license or as a contributor.

For more details, see: https://www.hyva.io/hyva-enterprise.html.

https://gitlab.hyva.io/hyva-enterprise/b2b/magento2-ee-magento-negotiable-quote

Features

All points are rated according to priority as P1 (critical), P2 (important), P3 (minor).

• basic - does not break layout/design

Note: All below features assume output only if company accounts and negotiable quotes are enabled in Stores > Configuration: btob/website_configuration/company_active / btob/website_configuration/negotiablequote_active along with quotes being enabled for the company.

For the new quote templates feature, see #1240

Reset Theme Updates

• [P1] Add layout updates to reset theme for the above modules
  • Speak to @johnhughes1984 for a diff of changed files

Automatic Template Fallback

• [P1] Add Magento_NegotiableQuoteDuplicate and Magento_NegotiableQuoteRequisitionList to the fallback di.xml config

Cart (/checkout/cart/)

• [P1] Add a 'Save As Draft' button to the request a quote modal form
  • This sets a hidden is_draft field to 1 then submits the form as normal
  • Check form validation first before updating this field to avoid accidentally creating drafts after fixing validation issues, then deciding to create a non draft quote

Quote Detail Page (/negotiable_quote/quote/view/quote_id/{id}/)

Draft Quote

• [P1] Show 'Draft' as status if a draft quote
• [P1] Ensure draft quotes are not locked for editing and can be sent for review, but cannot proceed to checkout
• [P1] Draft quotes can be deleted, but not closed (only show relevant buttons)

Rename Quote

• [P1] Add edit icon/link alongside quote name which triggers modal

Rename Quote Modal

• [P1] Output 'Rename Quote' modal heading
• [P1] Output 'Quote name' text field
  • Required: yes
  • Enhancement consideration: Luma does not populate with current quote name
• [P1] Output 'Reason for change' text area
  • Required: no
• [P1] Output 'Save' button which submits form (if validation passes) and posts to /negotiable_quote/quote/rename/quote_id/{id}/
• [P1] Output 'Cancel' link which closes modal
• [P1] Output 'X' (Close) icon which closes modal

Duplicate Quote

• [P1] 'Create Copy' button (alongside delete/close/print buttons) that posts to /negotiable_quote_duplicate/quote/duplicate/quote_id/{id}/
  • This creates a duplicate of the quote with (copy) appended to the name in 'Draft' status and redirects to the newly copied quote view page

Quote Items Mass Actions

• [P1] 'Actions' dropdown select with 'Remove' option
  • TBC - decide where to place this - Luma position is bad UX (confusing as doesn't feel related to line items) - top or bottom of 'quoted items' section, perhaps
• [P1] Add checkbox to each line item
• [P1] If no items selected when 'remove' option is selected, 'Please Select Quote Items' modal displays (see below)
• [P1] If one or more items selected when 'remove' option is selected, 'Change Quote Items' modal displays (see below)

Please Select Quote Items Modal

• [P1] Output 'Please Select Quote Items' modal heading
• [P1] Output text: 'Please select at least one quote item to proceed.'
• [P1] Output 'Ok' button which closes modal
• [P1] Output 'X' (Close) icon which closes modal

Change Quote Items Modal

• [P1] Output 'Change Quote Items' modal heading
• [P1] Output text: 'Making changes to any quote item changes the terms of the quote. After you update the quote, return it to the seller for review and approval.'
• [P1] Output 'Apply Changes' button which posts to /negotiable_quote/quote/deleteItems/ with quote ID and selected item IDs in payload
• [P1] Output 'Cancel' link which closes modal
• [P1] Output 'X' (Close) icon which closes modal

Move Quote Item To Requisition List

• [P1] Add per line item action to 'Move to Requisition List'
  • Only displays if one or more lists have been created in Luma
  • Suggest we use our global list selection/create modal in Hyvä

Line Item Discount Lock

When an admin user has locked a line item for a quote:

• [P1] Output padlock icon next to discount amount with tooltip shown on hover
  • Tooltip text: 'Item discount is locked. No further discount is possible.'

Roles & Permissions Add/Edit (/company/role/edit/ / /company/role/edit/id/{id}/)

• [P1] Output 'View', 'Edit' and 'Delete' nodes under 'Manage quotes of subordinate users'
  • Values are stored/displayed correctly once saved

Contributors

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