Details

    • Type: Sub-task
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: 4.3.0-b1
    • Component/s: Staff Interface
    • Labels:
      None

      Description

      The "Delete Client" action on a client's profile only shows a message reading "Are you sure you want to delete this client?" and a Delete button. Deletion can only occur if there does not exist any invoices/services/etc. for the client, whether voided/canceled or otherwise. Since this behavior is being updated in CORE-2698, the pop-up modal should be updated.

      Update the pop-up modal:

      1. Change the modal to update the notice reading "Are you sure you want to delete this client?" to a more lengthy description:

        Are you sure you want to permanently delete this client and all associated records (e.g. contacts, services, invoices, transactions, payment accounts, etc.)? THIS IS A PERMANENT AND IRREVOCABLE ACTION.

      2. Add a "Log in Password" password field to the modal. The admin must enter their log in password to complete this action. A tooltip may be useful here to denote that the admin must enter their log in password in order to perform this action. This requirement should not be enforced by the API, however.

      Error checking must be done:

      1. The admin must provide their current log in password
      2. The client must not have any active/suspended services, invoices, or recurring invoices.

      Return any errors back to be displayed in the modal if errors occur. On success, display a success message about the client being permanently deleted and redirect to the client listing page.

        Activity

        Hide
        jonathan Jonathan Reissmueller added a comment -

        Item two of the error check "The client must not have any active/open services, invoices, or recurring invoices." should probably be handled by CORE-2698 since it is part of the model.

        Show
        jonathan Jonathan Reissmueller added a comment - Item two of the error check "The client must not have any active/open services, invoices, or recurring invoices." should probably be handled by CORE-2698 since it is part of the model.

          People

          • Assignee:
            jonathan Jonathan Reissmueller
            Reporter:
            tyson Tyson Phillips (Inactive)
          • Votes:
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            Watchers:
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            Dates

            • Created:
              Updated:
              Resolved:
              Fix Release Date:
              15/Jun/18

              Time Tracking

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              Logged:
              Time Spent - 3 hours, 15 minutes
              3h 15m

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