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Magento_NegotiableQuoteTemplate

Magento Modules:

  • Magento_NegotiableQuoteTemplate
  • Magento_NegotiableQuoteTemplateGraphQl
  • Magento_NegotiableQuoteTemplateSharedCatalog
  • Magento_CompanyNegotiableQuoteTemplate

Only Magento_NegotiableQuoteTemplate contains frontend affecting templates/layout.

Adobe Commerce Packages

  • magento/module-negotiable-quote-template
  • magento/module-negotiable-quote-template-graph-ql
  • magento/module-negotiable-quote-template-shared-catalog
  • magento/module-company-negotiable-quote-template

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-template

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.

Account Area (all pages)

  • [P1] Add 'My Quote Templates' to account area navigation menu
    • [P1] Visible with relevant permissions only (view/manage quote templates)

Quote Index Page (/negotiable_quote/quote/index/)

  • [P1] Add 'My Quote Templates' link by page title
    • [P1] Visible with relevant permissions only (view/manage quote templates)

Quote Template Column

Dev note: the below will need to be applied in the Hyva_MagentoNegotiableQuote module (at least the template file changes) and will require consideration around backwards compatibility and dependencies (i.e. the base Hyva_MagentoNegotiableQuote module should not depend on Hyva_MagentoNegotiableQuoteTemplate).

  • [P1] Add 'Quote Template' column that outputs a link to linked quote template (if one exists) with the name as the label

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

  • [P1] Add 'Create quote template' button to button links area which triggers modal
    • [P2] Visible with relevant permissions only (view/manage quote templates)
    • [P2] Visible only if quote is not already linked to template
    • [P2] Update Top info header to match Quote template, with items in a column rather than a row

'Create quote template' Modal

  • [P1] Output 'Create quote template' modal heading
  • [P1] Output modal description text (including inline link)
  • [P1] Output 'Create Template' button which posts to /quote_templates/template/create/quote_id/{id}/
    • and then redirects to /quote_templates/template/view/template_id/{id}/ on success with the following global message 'The quote template was successfully created and may be sent to the seller for review.'
  • [P1] Output 'Cancel' link which closes modal
  • [P1] Output 'X' (Close) icon which closes modal

Linked (Template) Quote Output

Dev note: this is a modified version of the quote detail (view) page that applies when a quote is linked to a template. When this occurs a replacement layout handle is used for the page: negotiable_quote_linked_quote_view instead of negotiable_quote_quote_view.

  • [P1] Output linked quote messages based on quote/template quote status
  • [P1] Output linked quote badge (link icon and text)
  • [P1] Output linked template quote (name/link) alongside other quote details (created/expires/sales rep etc.)
  • [P1] Update links (buttons) to only display delete (if permissions allow) and print
  • [P1] Output min/max line item totals and implement validation based on these values if set against quote template
  • [P1] Update action buttons to include only checkout (if allowed) and cancel
  • [P2] Update Top info header to match Quote template, with items in a column rather than a row

Quote Template No Templates Page (/quote_templates/template/notemplates/)

  • [P1] Output 'My Quote Templates' page title
  • [P1] Output 'My Quotes' link that directs to /negotiable_quote/quote/
  • [P1] Output informational panel with heading and description text
  • [P1] Output 'You don't have any quote templates - yet.' text

Quote Template Index Page (/quote_templates/template/index/)

  • [P1] Output 'My Quote Templates' page title
  • [P1] Output 'My Quotes' link that directs to /negotiable_quote/quote/

Dev note: the below tables will need recreating server side given the Luma implementation uses UI components. Please use the \Hyva\Enterprise\ViewModel\AbstractList abstract view model as a base along with standardised table markup used across other grids (see Magento_NegotiableQuote::quote/index.phtml as an example).

Active Quote Templates

  • [P1] Output 'Active Quote Templates' heading
  • [P1] Output table of in review quotes with the following columns (and related data)
    • ID, Name, Valid Until, Min. Quote Total (Negotiated), Orders Placed, Last Ordered, Actions
  • [P1] Implement 'View' link and 'Generate a quote' button actions
    • 'View' directs to the quote template page: /quote_templates/template/view/quote_id/{id}/
      • 'Generate a quote' posts to https://app.enterprise-b2b-150.test/quote_templates/template/generatequote/template_id/{id}/and redirects to the newly created quote:/negotiable_quote/quote/view/quote_id/{id}/`
    • [P2] 'Generate a quote' is only output if the user has the relevant permissions (generate quotes and view/edit subordinate quotes)
    • [P2] 'Generate a quote' button is disabled if the number of quotes generated equals the maximum number of orders allowed for this template
  • [P2] Ensure limiter works
  • [P2] Ensure pagination works
  • [P1] If no records in table, output 'We couldn't find any records.'

In Review Templates

  • [P1] Output 'In Review' heading

  • [P1] Output 'Quick Filters' that allows showing only quote templates that are awaiting user action

    Dev note: we'll need to consider how this functions - previous grid filters (such as for purchase orders) have been achieved by query params and page reloads

  • [P1] Output table of in review quotes with the following columns (and related data)

    • ID, Name, Status, Min. Quote Total (Negotiated), Date Last Shared, Actions

  • [P1] Implement 'View' link action

    • 'View' directs to the quote template page: /quote_templates/template/view/quote_id/{id}/

  • [P2] Ensure limiter works

  • [P2] Ensure pagination works

  • [P1] If no records in table, output 'We couldn't find any records.'

Inactive Templates

  • [P1] Output 'Inactive' heading
  • [P1] Output table of in review quotes with the following columns (and related data)
    • ID, Name, Status, Quote Total, Inactive date, Actions
  • [P1] Implement 'View' link action
    • 'View' directs to the quote template page: /quote_templates/template/view/quote_id/{id}/
  • [P2] Ensure limiter works
  • [P2] Ensure pagination works
  • [P1] If no records in table, output 'We couldn't find any records.'

Quote Template Detail Page (/quote_templates/template/view/quote_id/{id}/)

  • [P1] Does not break design layout
  • [P1] Add template message at top of the page based on quote template status
  • [P2] Add Quote template green badge and outbound experience league link
  • [P1] Have quote template name showing status next to it
  • [P1] Have template ID added to top details
  • [P1] Add calendar to change expiration date
    • [P1] Expiry date updates template through fetch request
    • [P2] Add custom validation for calendar (min date, required)
    • [P2] Add tooltip
    • [P2] Implement correct authorisation for updating expiry date
  • [P1] Add support for Order Threshold (min/max)
    • [P1] Order threshold fields updated template through fetch request on change
    • [P2] Add custom validation for min/max and logic for show/hide block
    • [P2] Add tooltip
    • [P2] Implement correct authorisation for updating expiry threshold fields
  • [P1] Have "minimum/maximum quantities enabled" id enabled from admin quote template option
  • [P1] Have minimum/maximum table data under Qty Threshold table head if enabled from admin option
    • [P1] min/max quantity inputs are shown if enabled and reflect correct quantity set
    • [P2] Add permission for edit on fields
    • [P2] Add tooltip on header hover
  • [P2] Update table head for Subtotal to "Min. Subtotal" and how price is calculated
    • [P2] Add tooltip for header hover
  • [P1] Check correct options are applied based on status: Open, Edited, Draft, Active
  • [P1] Send to seller Button is disabled unless a change is detected in: "Valid until" field, "order quantity threshold (min/max)", "Add your comment" field
  • [P1] Accept Quote Button is Enabled unless a change is detected in: "Valid until" field, "order quantity threshold (min/max)", "Add your comment" field
  • [P1] Cancel and Delete Buttons are displayed based on their permissions
  • [P1] Update Qty Button is disabled unless a change is detected in one of the quantity fields in the Item row
  • [P1] All fields are disabled once a Template has been accepted and locked, allowing no more modification to the quote template
  • [P1] Cancel Button opens a popup with a comment box and two button options to accept/refuse
  • [P1] Generate quote buttons opens a new page with the newly generated quote

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

  • [P1] Output 'Quote Templates' and child permissions in role permission node tree and ensure values are selectable/saveable
    • Full list of permissions in the image below

Negotiable_Quote_Template_Permissions

Contributors

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Edited by Andrea D'Urso
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