Details
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Type:
Sub-task
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: None
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Fix Version/s: 4.3.0-b1
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Component/s: Staff Interface
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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:
- 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.
- 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:
- The admin must provide their current log in password
- 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
Tyson Phillips (Inactive)
created issue -
Tyson Phillips (Inactive)
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Component/s | Staff Interface [ 10000 ] |
| Assignee | Jonathan Reissmueller [ jonathan ] |
Automated transition triggered when Jonathan Reissmueller created a branch in Stash -
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 2 hours, 11 minutes [ 7860 ] | |
| Worklog Id | 11137 [ 11137 ] |
Automated transition triggered when Jonathan Reissmueller created pull request #443 in Stash -
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Time Spent | 2 hours, 11 minutes [ 7860 ] | 2 hours, 25 minutes [ 8700 ] |
| Worklog Id | 11148 [ 11148 ] |
| Time Spent | 2 hours, 25 minutes [ 8700 ] | 3 hours, 1 minute [ 10860 ] |
| Worklog Id | 11168 [ 11168 ] |
| Time Spent | 3 hours, 1 minute [ 10860 ] | 3 hours, 13 minutes [ 11580 ] |
| Worklog Id | 11171 [ 11171 ] |
Tyson Phillips (Inactive)
made changes -
| 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 Update the pop-up modal: # Change the modal to update the notice reading "Are you sure you want to delete this client?" to a more lengthy description: {quote} 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. {quote} # 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: # The admin must provide their current log in password # The client must not have any *active/open* 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. |
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 Update the pop-up modal: # Change the modal to update the notice reading "Are you sure you want to delete this client?" to a more lengthy description: {quote} 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. {quote} # 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: # The admin must provide their current log in password # 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. |
Tyson Phillips (Inactive)
made changes -
| Time Spent | 3 hours, 13 minutes [ 11580 ] | 3 hours, 15 minutes [ 11700 ] |
| Worklog Id | 11187 [ 11187 ] |
Automated transition triggered when Tyson Phillips (Inactive) merged pull request #443 in Stash -
| Status | In Review [ 5 ] | Closed [ 6 ] |
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-2698since it is part of the model.