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Add new setting to display customer emails & phone numbers in producer reports #13129

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RachL opened this issue Feb 7, 2025 · 0 comments
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@RachL
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RachL commented Feb 7, 2025

⚠️ Please use clockify code #12476 Flower Farms

Description

- As a: enterprise user or super admin
- On page: /admin/reports/orders_and_distributors /admin/reports/orders_and_fulfillment/order_cycle_customer_totals /admin/reports/customers /admin/reports/order_cycle_management/payment_methods /admin/reports/packing/customer /admin/reports/packing/supplier admin/reports/packing/product
- I want to be able to do:

Reports with customer emails and phone number currently hide these info when a producer access these reports from a hub.

As these credentials are sensitive data, we introduce a setting to display them only when the hub is allowed, which can be:

  • when the hub clearly wrote in their privacy policy that they are allowed to share them with producers (⚠ this is not working in Europe under GDPR, customer would need to consent for that, but this may work elsewhere)
  • the hub is working with professional buyers, in this case, it is often the case that buyer & producers talk to themselves (flower farms example)

The setting should be disabled by default.

Image

What's this? content: Enable your suppliers to see your customers emails and phone numbers

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Acceptance Criteria & Tests

Scenario 1 :

  1. Login with a hub that has customer credentials enabled at admin/enterprises/XXX/edit#/shop_preferences_panel
  2. Check producer from this hub see credentials in report listed above
  3. This happen regardless of the setting chosen for customer name
  4. By default, this setting is disabled

Scenario 2 :

  1. Login with a hub that has customer credentials disabled at admin/enterprises/XXX/edit#/shop_preferences_panel
  2. Check producer from this hub do not credentials in report listed above
  3. This happen regardless of the setting chosen for customer name
  4. By default, this setting is disabled
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