Home Forums Support Quotes approved are archived despite quote workflow parameters

This topic contains 8 replies, has 2 voices, and was last updated by  paroiron 1 week, 5 days ago.

Viewing 9 posts - 1 through 9 (of 9 total)
  • Author
    Posts
  • #16340

    paroiron
    Participant

    Hi,
    I’m using Invoice Ninja 4.5.4 self hosted for my workshop, localhost only, single user.
    I have a problem with quotes, that are archived when marked approved, despite the following settings :
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoConvert disabled
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoArchive disabled

    Is there anything I’m missing ?

    #16344

    Hillel Coren
    Keymaster

    I’m not sure, I haven’t been able to reproduce the problem.

    #16350

    paroiron
    Participant

    Thank you for your answer. I’m feeling a little bit awkward for now because I’m struggling with this problem for 2 weeks now, and it worked today. The only thing I can think of is that I’ve switched to English and back to French (so that I can post this message with the correct english option/menu names). Is there any way that switching back to English can solve this ? That’s quite a mistery. I’ve read that for some phantomJS thingees on Invoice Ninja, switching back to English can solve problems.

    Anyway, it’s working now.

    #16351

    Hillel Coren
    Keymaster

    I’m not sure, but I’m glad to hear it’s working!

    #19255

    paroiron
    Participant

    Hi,
    same problem again, switching languages back and forth or working in English does not solve anything anymore but I figured out why you weren’t able t reproduce it and why it suddenly worked when I first opened the subject !

    It looks like Invoice Ninja mistakes InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoConvert for InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoArchive when approving a quote. Here’s what I was able to reproduce 10 times out of 10 :

    — 1st case :
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoConvert disabled
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoArchive disabled
    -> everything works as it should

    — 2nd case :
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoConvert enabled
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoArchive disabled
    -> everything works as it should

    — 3rd case :
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoConvert enabled
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoArchive enabled
    -> everything works as it should

    — 4th case :
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoConvert disabled
    InvoiceSettings>WorkflowSettings>QuoteWorkflow>AutoArchive enabled
    -> Here I’ve got a problem : approving a quote marks it ‘approved’ AND archives it. It would be logical that approving a quote only marks it ‘approved’ and that archiving occurs when converting it to an invoice. 4th case’s bug does not show in 3rd case because (marking approved)+(converting to invoice)+(archiving the quote) is the expected workflow.

    Last time I reported the bug, in my second message I was indeed in 1st case instead of 4th case, my mistake.

    #19256

    Hillel Coren
    Keymaster

    From your description it seems to be working as designed?

    #19259

    paroiron
    Participant

    Thank you for your answer. Based on my understanding of the AtutoArchive flag (i.e. “Automatically archive quotes when they are converted.”) I disagree. Converting a quote is not approving it, isn’t it ? Therefore workflow should be the following in 4th case :
    create quote-> approve quote-> quote is approved and not archived-> convert to invoice when job is done-> quote is automatically archived while invoice is created from quote
    Instead I have :
    create quote-> approve quote-> quote automatically archived while no invoice is created whicj leads to an archived approved quote never converted to an invoice yet-> you have to restore quote to convert it to an invoice, which is weird.

    If that’s not supposed to work like this, then why having separated Autoconvert and Autoarchive flags ?

    Thank you for your help !

    #19260

    Hillel Coren
    Keymaster

    Hmm… that’s a good point, I’ll look into it.

    #19261

    paroiron
    Participant

    Thank you very much ! Invoice ninja works great for me besides this !

Viewing 9 posts - 1 through 9 (of 9 total)

You must be logged in to reply to this topic.

Posted in: