View Terms and Permission to change Terms linked to an order

• Type: Story
• Status: Closed
• Priority: Critical
• Resolution: Fixed
• Affects Version/s: None
• Fix Version/s: 7.4 DXP U11
• Component/s: Order Management
• Labels:
  • SMC
  • must-have
  • pt-app-security-review
• Business Value (single choice): 1
• Epic Link: Payment Terms
• Sprint: Commerce Sprint 07 - Mar/2022
• Story Points: 13
• Git Pull Request: https://github.com/liferay-commerce/liferay-portal/pull/2310

As a Sales Manager

I want to be able to view and change the payment terms and delivery terms linked to an order

So that I can supply my buyer with a different terms if I find the system chosen one is unsuitable

 

Acceptance Criteria

1. New Permission to be able to "Edit Terms and Conditions on an Order" .
   1. Permission to be found in Account Roles (with another permission related to Order Management) - TBD
2. If user HAS this permission;
   1. Delivery Terms 
   2. At Checkout workflow, user will see a new step to change the Delivery terms automatically set to the order
      1. Comes after Delivery option has been chosen
      2. Only show this step IF there is more than one Delivery Terms linked to the Delivery Option selected
      3. If more than one Delivery Terms is eligible for this Order, user can select between all delivery terms linked to the delivery option selected using this step
      4. Should be possible to click on any of the delivery terms to view the delivery terms description
   3. User should be able to navigate back to Delivery Options, change their selection, and then see a different set of Delivery Terms if different delivery terms has been linked to the other Delivery option selected.
   4. Payment Terms 
   5. At Checkout workflow, user will see a new step to change the Payment terms automatically set to the order
      1. Comes after Payment method has been chosen
      2. Only show this step IF there is more than one Payment Terms linked to the Payment method selected
      3. If more than one Payment Terms is eligible for this Order, user can select between all delivery terms  linked to chosen payment method using this step
      4. Should be possible to click on any of the Payment terms to view the Payment terms description
   6. User should be able to navigate back to Payment methods, change their selection, and then see a different set of Payment Terms if different Payment terms has been linked to the other Payment method selected.
3. If user HAS NOT permission to "Edit Terms and Conditions on an Order"
   1. Step to select Payment Terms is not shown
   2. Step to select Delivery Terms is not Shown
4. For both Users with and without permission, On the Order Details Page
   1. Delivery Terms name is shown with the option to click through to view full Description
   2. Payment Terms name is shown with the option to click through to view full Description
5. Only User with permission to Edit will be able to see the "Edit" link next to Delivery Terms and next to Payment Terms on the order details page
   1. Clicking on the Edit gives a modal pop-up where the terms can be changed
6. Orders (including terms and conditions) can only be edited up until the order is in placed status
7. Orders (including terms and conditions) can be edited after from Admin.

 

Wireframes:
https://www.figma.com/file/Fgh6jD5qPBr8srVZlmxAWc/(m)-commerce-classic-theme-01a-ac?node-id=7359%3A242597
https://www.figma.com/file/E9WSalmKKax2a6kAXP3FVc/Commerce-Admin-UI---v7.3?node-id=4539%3A6120

Checkout - https://www.figma.com/file/cm2NrUCHFSuFZ3RTKGP01Y/COMMERCE-8000---Terms-%26-Conditions?node-id=15%3A75469