Install the Company Account + Order Management feature

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Install feature core

Prerequisites

Install the required features:

NAME VERSION
Order Management 202404.0
Company Account 202404.0
Spryker Core 202404.0

1) Install the required modules

Install the required modules using Composer:

composer require spryker/company-sales-connector: "^1.0.0" spryker/company-business-unit-sales-connector: "^1.0.0" --update-with-dependencies
Verification

Make sure that the following modules have been installed:

MODULE EXPECTED DIRECTORY
CompanySalesConnector vendor/spryker/company-sales-connector
CompanyBuseinssUnitSalesConnector vendor/spryker/company-business-unit-sales-connector

2) Set up database schema and transfer objects

Apply database changes and generate entity and transfer changes:

console transfer:generate
console propel:install
console transfer:entity:generate
console uuid:generate
Verification

Make sure that the following changes have been applied by checking your database:

DATABASE ENTITY TYPE EVENT
spy_company.uuid column created
spy_company_business_unit.uuid column created
spy_sales_order.company_uuid column created
spy_sales_order.company_business_unit_uuid column created
Verification

Make sure the following changes have been applied in transfer objects:

TRANSFER TYPE EVENT PATH
Company.uuid property Created src/Generated/Shared/Transfer/CompanyTransfer
CompanyBusinessUnit.uuid property Created src/Generated/Shared/Transfer/CompanyBusinessUnitTransfer
Order.companyUuid property Created src/Generated/Shared/Transfer/OrderTransfer
Order.companyBusinessUnitUuid property Created src/Generated/Shared/Transfer/OrderTransfer

3) Add translations

Append glossary according to your configuration:

src/data/import/glossary.csv

permission.name.SeeCompanyOrdersPermissionPlugin,View Company orders,en_US
permission.name.SeeCompanyOrdersPermissionPlugin,Firmenbestellungen anzeigen,de_DE
permission.name.SeeBusinessUnitOrdersPermissionPlugin,View Business Unit orders,en_US
permission.name.SeeBusinessUnitOrdersPermissionPlugin,Bestellungen von Geschäftsbereichen anzeigen,de_DE

Import data:

console data:import glossary
Verification

Make sure that, in the database, the configured data are added to the spy_glossary table.

4) Set up behavior

Register the following plugins:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
SaveCompanyBusinessUnitUuidOrderPostSavePlugin Expands sales order with company business unit UUID and persists updated entity. None Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales
SaveCompanyUuidOrderPostSavePlugin Expands sales order with company UUID and persists updated entity. None Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales

Pyz/Zed/Sales/SalesDependencyProvider.php

?php

namespace Pyz\Zed\Sales;

use Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales\SaveCompanyBusinessUnitUuidOrderPostSavePlugin;
use Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales\SaveCompanyUuidOrderPostSavePlugin;
use Spryker\Zed\Sales\SalesDependencyProvider as SprykerSalesDependencyProvider;

class SalesDependencyProvider extends SprykerSalesDependencyProvider
{
    /**
     * @return \Spryker\Zed\SalesExtension\Dependency\Plugin\OrderPostSavePluginInterface[]
     */
    protected function getOrderPostSavePlugins(): array
    {
        return [
            new SaveCompanyBusinessUnitUuidOrderPostSavePlugin(),
            new SaveCompanyUuidOrderPostSavePlugin(),
        ];
    }
}
Verification

Log in as a company user and place an order. Check spy_sales_order table and make sure that company_uuid and company_business_unit_uuid fields are filled with respective UUIDs for the recently placed order.

Register permission plugins at Zed layer.

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
SeeCompanyOrdersPermissionPlugin Checks if the customer is allowed to see orders from the same company. None Spryker\Zed\CompanySalesConnector\Plugin\Permission
SeeBusinessUnitOrdersPermissionPlugin Checks if the customer is allowed to see orders from same company business unit. None Spryker\Zed\CompanyBusinessUnitSalesConnector\Plugin\Permission

Pyz/Zed/Permission/PermissionDependencyProvider.php

<?php

namespace Pyz\Zed\Permission;

use Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Permission\SeeBusinessUnitOrdersPermissionPlugin;
use Spryker\Zed\CompanySalesConnector\Communication\Plugin\Permission\SeeCompanyOrdersPermissionPlugin;
use Spryker\Zed\Permission\PermissionDependencyProvider as SprykerPermissionDependencyProvider;

class PermissionDependencyProvider extends SprykerPermissionDependencyProvider
{
    /**
     * @return \Spryker\Shared\PermissionExtension\Dependency\Plugin\PermissionPluginInterface[]
     */
    protected function getPermissionPlugins(): array
    {
        return [
            new SeeBusinessUnitOrdersPermissionPlugin(),
            new SeeCompanyOrdersPermissionPlugin(),
        ];
    }
}
Verification

Navigate to Backoffice UI → Maintenance → Sync permissions. Make sure that you see rows with plugin names at spy_permission table.

Register permission plugins at Client layer.

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
SeeCompanyOrdersPermissionPlugin Checks if the customer is allowed to see orders from the same company. None Spryker\Client\CompanySalesConnector\Plugin\Permission
SeeBusinessUnitOrdersPermissionPlugin Checks if the customer is allowed to see orders from same company business unit. None Spryker\Client\CompanyBusinessUnitSalesConnector\Plugin\Permission

Pyz/Client/Permission/PermissionDependencyProvider.php

<?php

namespace Pyz\Client\Permission;

use Spryker\Client\CompanyBusinessUnitSalesConnector\Plugin\Permission\SeeBusinessUnitOrdersPermissionPlugin;
use Spryker\Client\CompanySalesConnector\Plugin\Permission\SeeCompanyOrdersPermissionPlugin;
use Spryker\Client\Permission\PermissionDependencyProvider as SprykerPermissionDependencyProvider;

class PermissionDependencyProvider extends SprykerPermissionDependencyProvider
{
    /**
     * @return \Spryker\Shared\PermissionExtension\Dependency\Plugin\PermissionPluginInterface[]
     */
    protected function getPermissionPlugins(): array
    {
        return [
            new SeeCompanyOrdersPermissionPlugin(),
            new SeeBusinessUnitOrdersPermissionPlugin(),
        ];
    }
}
Verification

Re-login (or log in) as a Company Admin and navigate to http://www.mysprykershop.com/en/company/company-role. Press Edit button for some role and make sure that you are able to assign following permissions:

  • View Company orders
  • View Business Unit orders

Register customer access check plugins.

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
CompanyBusinessUnitCustomerOrderAccessCheckPlugin Returns true if the customer has SeeBusinessUnitOrdersPermissionPlugin, false otherwise. None Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales
CompanyCustomerOrderAccessCheckPlugin Returns true if the customer has SeeCompanyOrdersPermissionPlugin, false otherwise. None Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales

Pyz/Zed/Sales/SalesDependencyProvider.php

<?php

namespace Pyz\Zed\Sales;

use Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales\CompanyBusinessUnitCustomerOrderAccessCheckPlugin;
use Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales\CompanyCustomerOrderAccessCheckPlugin;
use Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales\CompanyFilterOrderSearchQueryExpanderPlugin;
use Spryker\Zed\Sales\SalesDependencyProvider as SprykerSalesDependencyProvider;

class SalesDependencyProvider extends SprykerSalesDependencyProvider
{
    /**
     * @return \Spryker\Zed\SalesExtension\Dependency\Plugin\CustomerOrderAccessCheckPluginInterface[]
     */
    protected function getCustomerOrderAccessCheckPlugins(): array
    {
        return [
            new CompanyBusinessUnitCustomerOrderAccessCheckPlugin(),
            new CompanyCustomerOrderAccessCheckPlugin(),
        ];
    }
}
Verification

Make sure that results from SalesFacade::getCustomerOrder() are filtered according to access check plugins.

5) Set up Order Search behavior

If you want to use the order search functionality, then register the following plugins:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
CompanyBusinessUnitCustomerFilterOrderSearchQueryExpanderPlugin Expands QueryJoinCollectionTransfer with additional QueryJoinTransfers to filter by customer name and email. None Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales
CompanyBusinessUnitCustomerSortingOrderSearchQueryExpanderPlugin Expands QueryJoinCollectionTransfer with additional QueryJoinTransfers to sort by customer name or email. None Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales
CompanyBusinessUnitFilterOrderSearchQueryExpanderPlugin Expands QueryJoinCollectionTransfer with additional QueryJoinTransfer to filter by company business unit. None Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales
CompanyCustomerFilterOrderSearchQueryExpanderPlugin Expands QueryJoinCollectionTransfer with additional QueryJoinTransfers to filter by customer name and email. None Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales
CompanyCustomerSortingOrderSearchQueryExpanderPlugin Expands QueryJoinCollectionTransfer with additional QueryJoinTransfers to sort by customer name or email. None Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales
CompanyFilterOrderSearchQueryExpanderPlugin Expands QueryJoinCollectionTransfer with additional QueryJoinTransfer to filter by company. None Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales

Pyz/Zed/Sales/SalesDependencyProvider.php

<?php

namespace Pyz\Zed\Sales;

use Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales\CompanyBusinessUnitCustomerFilterOrderSearchQueryExpanderPlugin;
use Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales\CompanyBusinessUnitCustomerSortingOrderSearchQueryExpanderPlugin;
use Spryker\Zed\CompanyBusinessUnitSalesConnector\Communication\Plugin\Sales\CompanyBusinessUnitFilterOrderSearchQueryExpanderPlugin;
use Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales\CompanyCustomerFilterOrderSearchQueryExpanderPlugin;
use Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales\CompanyCustomerSortingOrderSearchQueryExpanderPlugin;
use Spryker\Zed\CompanySalesConnector\Communication\Plugin\Sales\CompanyFilterOrderSearchQueryExpanderPlugin;
use Spryker\Zed\Sales\SalesDependencyProvider as SprykerSalesDependencyProvider;

class SalesDependencyProvider extends SprykerSalesDependencyProvider
{
     /**
     * @return \Spryker\Zed\SalesExtension\Dependency\Plugin\SearchOrderQueryExpanderPluginInterface[]
     */
    protected function getOrderSearchQueryExpanderPlugins(): array
    {
        return [
            new CompanyBusinessUnitFilterOrderSearchQueryExpanderPlugin(),
            new CompanyFilterOrderSearchQueryExpanderPlugin(),
            new CompanyBusinessUnitCustomerFilterOrderSearchQueryExpanderPlugin(),
            new CompanyBusinessUnitCustomerSortingOrderSearchQueryExpanderPlugin(),
            new CompanyCustomerFilterOrderSearchQueryExpanderPlugin(),
            new CompanyCustomerSortingOrderSearchQueryExpanderPlugin(),
        ];
    }
}

Install feature frontend

Prerequisites

To start feature integration, overview, and install the necessary features:

NAME VERSION
Customer Account Management 202404.0
Company Account 202404.0

Append glossary according to your configuration:

src/data/import/glossary.csv

company_page.label.business_unit,Business Unit,en_US
company_page.label.business_unit,Geschäftsbereich,de_DE
company_page.choice.my_orders,My Orders,en_US
company_page.choice.my_orders,Meine Bestellungen,de_DE
company_page.choice.company_orders,Company Orders,en_US
company_page.choice.company_orders,Firmenbestellungen,de_DE
customer.order.company_user,Company User,en_US
customer.order.company_user,Firmenbenutzer,de_DE

Import data:

console data:import glossary
Verification

Make sure that, in the database, the configured data are added to the spy_glossary table.

2) Set up order search behavior

Register the following plugins:

PLUGIN SPECIFICATION PREREQUISITES NAMESPACE
CompanyBusinessUnitOrderSearchFormExpanderPlugin Expands OrderSearchForm with company business unit dropdown. None SprykerShop\Yves\CompanyPage\Plugin\CustomerPage
CompanyBusinessUnitOrderSearchFormHandlerPlugin Handles company business unit field data transforming. None SprykerShop\Yves\CompanyPage\Plugin\CustomerPage

Pyz/Yves/CustomerPage/CustomerPageDependencyProvider.php

<?php

namespace Pyz\Yves\CustomerPage;

use SprykerShop\Yves\CompanyPage\Plugin\CustomerPage\CompanyBusinessUnitOrderSearchFormExpanderPlugin;
use SprykerShop\Yves\CompanyPage\Plugin\CustomerPage\CompanyBusinessUnitOrderSearchFormHandlerPlugin;
use SprykerShop\Yves\CustomerPage\CustomerPageDependencyProvider as SprykerShopCustomerPageDependencyProvider;

class CustomerPageDependencyProvider extends SprykerShopCustomerPageDependencyProvider
{
    /**
     * @return \SprykerShop\Yves\CustomerPageExtension\Dependency\Plugin\OrderSearchFormExpanderPluginInterface[]
     */
    protected function getOrderSearchFormExpanderPlugins(): array
    {
        return [
            new CompanyBusinessUnitOrderSearchFormExpanderPlugin(),
        ];
    }

    /**
     * @return \SprykerShop\Yves\CustomerPageExtension\Dependency\Plugin\OrderSearchFormHandlerPluginInterface[]
     */
    protected function getOrderSearchFormHandlerPlugins(): array
    {
        return [
            new CompanyBusinessUnitOrderSearchFormHandlerPlugin(),
        ];
    }
}
Verification

Log in as a company user. Navigate to Order History page (http://www.mysprykershop.com/en/customer/order), and make sure that search form contains Business Unit dropdown. Make sure that you are able to choose a certain business unit or company option at respective dropdown according to company user role permissions assigned. Make sure that you are able to search and filter through the own / business unit/company orders.