Continuing the discussion from How do Order Cycles work for Users with multiple Enterprise types and permissions
When the Coordinator is ‘any’ (i.e. it is a Hub), the full OC interface will be loaded. This page outlines who is able to do what . . and becomes the test conditions for a variety of Users interacting with order cycles via P-OC.
Order Cycle is ‘Invite Only’
Only enterprises that have granted P-OC to the Coordinator can be added to the Order Cycle.
As the Coordinator, I can
Create and Coordinate
- Create Order Cycles
- Set the name, open and close dates
- Once the Order Cycle is created, I cannot change the Coordinator
Add other Enterprises and create ‘Exchanges’
I can create Exchanges for all valid Enterprises that have given P-OC to me and the outgoing Hubs. This means:
- ‘Incoming’ Enterprises - I can add any Producer that has given the Coordinator P-OC
- ‘Outgoing’ Enterprises - I can add any valid Hubs (type ‘any’) that have given the Coordinator P-OC . . (shows greyed in list if validation conditions not met). Validation conditions are:
- Has at least one shipping and one active payment method
- Contact email has been confirmed (this is where order confirmation emails will be sent)
- ‘Outgoing’ Hubs can only include Producers that have given P-OC to that Hub as well as the Coordinator
Order cycle should not:
- include Enterprises who have given P-OC to any of the User’s other enterprises (but not the Coordinator)
Access and Attach Fees
- I can access and attach the fees of all enterprises that have given P-OC to the Coordinator, to any exchange in the OC [OR any of the User’s enterprises]
- I can only edit the fees for Enterprises I manage
[BUG: currently brings enterprise up but doesn’t let me see or allocate the fees]
As a Enterprise that has granted P-OC to a Coordinator
Once I have been added to an Order Cycle, I can
- see Order Cycles my Enterprises are in on my OC summary page
- open those order cycles to edit my involvement. This means:
- I can see but not Edit the Coordinator
- I can see but not Edit the name, open/close dates etc
- If I am a Producer, I can
- view exchanges that include me
- remove and add my products to my incoming Exchange
- add / remove my fees to my incoming Exchange
- If Outgoing Hubs have NOT granted me P-OC
- I can view but not edit my products in their outgoing exchanges
- If Outgoing Hubs have granted me P-OC
- I can also add and remove my products from their outgoing exchanges
- If I am a Hub:
- my exchange can only include Producers that have given me (and the Coordinator) P-OC
- I can remove any products from my outgoing exchange
- I can add the products of Producers already in my outgoing Exchange
- I can add products of Producers in the OC, if they have granted me P-OC
- I can add / remove my fees from my outgoing exchanges
NB. Only the Coordinator can add incoming exchanges for producers into the Order Cycle. So even if a producer has granted P-OC to a Hub that is included in the OC, that Hub can not create a new incoming exchange for that Producer. This feature will be considered later, see ‘open’ order cycle
Questions
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Notifications: how do enterprises know / confirm it is ok to be added to exchanges?
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Check how we’re dealing with complex user with multiple enterprises with different types
A few minor things i picked up…
