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  1. Blesta Core
  2. CORE-1996

Allow services to be moved from one client to another

    Details

    • Type: New Feature
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 4.0.0-b1
    • Fix Version/s: 5.3.0-b1
    • Component/s: Staff Interface
    • Labels:
      None

      Description

      Allow services to be moved from one client to another by adding another option to the bulk service select option on the client profile. Add this to Billing > Services also.

      In the bulk selector drop down, add an option called "Push to Client" (Screenshot shows "Move to Client", use Push), which populates an ajax search field to the right that will display the client id and name within the search drop down, similar to searching for a client when opening a ticket in the support manager as staff.

      What to move

      Submitting the form will move the services selected to the client specified including all child/addon services that may belong to the services being moved.

      When not to move it

      If there are any unpaid invoices associated with the service, it CANNOT be moved. We do not want an unpaid invoice under one client to cause a suspended service on another client.

      What not to move

      Anything else. No invoices, transactions, etc etc are moved. We are simply updating the Client ID associated with the service from the old client to the new client.

      Logging

      We should record this move in the monolog General.INFO log like we do when we updated or suspend a service, to indicate that it was moved/pushed from one client to another.

        Activity

        admin Paul Phillips created issue -
        admin Paul Phillips made changes -
        Field Original Value New Value
        Attachment capture-for-jira-screenshot-20151214-110624-709.png [ 11440 ]
        admin Paul Phillips made changes -
        Description Allow services to be moved from one client to another by adding another option to the bulk service select option on the client profile.

        Add an option called "Move to Client", which populates an ajax search field to the right that will display the client id and name within the search drop down.

        Submitting the form will move the services selected to the client specified *including all child/addon services* that may belong to the services being moved.
        Allow services to be moved from one client to another by adding another option to the bulk service select option on the client profile. Add this to Billing > Services also.

        In the bulk selector drop down, add an option called "Push to Client" (Screenshot shows "Move to Client", use Push), which populates an ajax search field to the right that will display the client id and name within the search drop down, similar to searching for a client when opening a ticket in the support manager as staff.

        *What to move*

        Submitting the form will move the services selected to the client specified *including all child/addon services* that may belong to the services being moved.

        *When not to move it*

        If there are any unpaid invoices associated with the service, it CANNOT be moved. We do not want an unpaid invoice under one client to cause a suspended service on another client.

        *What not to move*

        Anything else. No invoices, transactions, etc etc are moved. We are simply updating the Client ID associated with the service from the old client to the new client.

        *Logging*

        We should record this move in the monolog General.INFO log like we do when we updated or suspend a service, to indicate that it was moved/pushed from one client to another.
        admin Paul Phillips made changes -
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        admin Paul Phillips made changes -
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        admin Paul Phillips made changes -
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        admin Paul Phillips made changes -
        Fix Version/s 5.3.0-b1 [ 11711 ]
        Fix Version/s Short Term [ 10800 ]
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.3.0 Sprint 2 [ 139 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.3.0 Sprint 2 [ 139 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Story Points 5
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.3.0 Sprint 2 [ 139 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        abdy Abdy Franco made changes -
        Remaining Estimate 0 minutes [ 0 ]
        Time Spent 2 hours, 45 minutes [ 9900 ]
        Worklog Id 15296 [ 15296 ]
        abdy Abdy Franco made changes -
        Assignee Abdy Franco [ abdy ]
        abdy Abdy Franco made changes -
        Status Open [ 1 ] In Progress [ 3 ]
        abdy Abdy Franco made changes -
        Time Spent 2 hours, 45 minutes [ 9900 ] 1 day, 2 hours, 9 minutes [ 36540 ]
        Worklog Id 15298 [ 15298 ]
        abdy Abdy Franco made changes -
        Status In Progress [ 3 ] In Review [ 5 ]
        Resolution Fixed [ 1 ]
        abdy Abdy Franco made changes -
        Status In Review [ 5 ] Closed [ 6 ]

          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            admin Paul Phillips
          • Votes:
            0 Vote for this issue
            Watchers:
            1 Start watching this issue

            Dates

            • Created:
              Updated:
              Resolved:
              Fix Release Date:
              27/Jan/22

              Time Tracking

              Estimated:
              Original Estimate - Not Specified
              Not Specified
              Remaining:
              Remaining Estimate - 0 minutes
              0m
              Logged:
              Time Spent - 1 day, 2 hours, 9 minutes
              1d 2h 9m

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