Edit Customer via UI

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Author:

Siarhei Vaitsiakhovich

Changed on:

4 July 2024

Key Points

Data Modification: Ensure that users can modify customer data, including the ability to correct typos in existing information.
Error Handling: Implement error handling procedures in case the edit fails or invalid data is submitted.
User Experience: Aim for a seamless and intuitive editing process to minimize the risk of user errors.

Prerequisites

Connect SDK Overview

Debugging the Component SDK

GraphQL API

GraphQL (GQL) Mutations

Languages and Localisation

Steps

Extend Knowledge Content Terms and Conditions

PART 2 of the Extend Knowledge Terms and Conditions apply to and govern this Content Item. Please read it before using this Content.

Use Case

To effectively manage customer information within our system, the Edit Customer feature is used. This functionality allows users to update customer details such as contact information, ensuring that the customer database remains accurate and up-to-date.

Solution Approach

The feature can be implemented via the declaration of a custom mutation user action

`updateCustomer`

in the manifest (see Page Component). For a better user experience, some of the default mutation field components have to be overridden. List of fields to override:

Country
Timezone
Promotion Opted In

Additionally, the fields have to be reordered to enhance the logical flow of the user interface, making it more intuitive for users to navigate and input their information efficiently. New fields order:

Title
First Name
Last Name
Primary Email
Primary Phone
Country
Timezone
Promotion Opted In
Customer attributes

To save data consistency, options for Timezone and Country selectors can be loaded from settings. All fields have to be prefilled with current user information. Additionally, the field username has to be loaded as a customer reference but hidden to avoid reference change.

Technical Design Overview

To support the business solution design, the following technical areas need to be enhanced:

New custom UI components (by using Component SDK) -
```
`SettingBaseStringSelector`
```
,
```
`BooleanSelector`
```
Declare settings to use it for Country and Timezone selectors
Update manifest to add a new Edit Customer action (for example, on the Customer Details page)
Update localization files to modify field labels

Each of these tasks will be described below in steps.

UI Component: SettingBaseStringSelector

`SettingBaseStringSelector`

component can be used for use cases when user has to have a combo box with options filled from the setting. On edit customer drawer the component will be used to present Country and Timezone selectors.

Create a new file:

`SettingBaseStringSelector.tsx`

1import { FC, useEffect, useState } from 'react';
2import { FormFieldProps } from 'mystique/registry/FieldRegistry';
3import { getSettings } from 'mystique/hooks/getSettings';
4import {
5  FormControl,
6  FormHelperText,
7  InputLabel,
8  MenuItem,
9  Select,
10} from '@material-ui/core';
11import { useAuth } from 'mystique/hooks/useAuth';
12
13const SettingBaseStringSelector: FC<FormFieldProps<any>> = (props) => {
14  const auth = useAuth();
15
16  const settingName = props.extensions?.settingName;
17  const [items, setItems] = useState<string[]>([]);
18  const [currentItem, setCurrentItem] = useState<string | undefined>(
19    props.value,
20  );
21
22  useEffect(() => {
23    if (settingName) {
24      getSettings(
25        { setting: settingName },
26        parseInt(auth.context.current.contextId),
27      ).then((value) => {
28        if (value.setting.status == 'ok') {
29          const list: string[] = [...value.setting.result.value];
30          if (props.value && !list.includes(props.value)) {
31            list.push(props.value);
32          }
33          setItems(list);
34        }
35      });
36    } else {
37      setItems([]);
38    }
39  }, [settingName]);
40
41  useEffect(() => {
42    if (currentItem) {
43      props.onChange(currentItem);
44    } else {
45      props.onChange(undefined);
46    }
47  }, [currentItem]);
48
49  const handleChange = (event: any) => {
50    setCurrentItem(event.target.value as string);
51  };
52
53  const handleOnBlur = () => {
54    props && props.onBlur && props.onBlur();
55  };
56
57  return (
58    <FormControl fullWidth error={!!props.error}>
59      <InputLabel id="string-select-label">{props.label}</InputLabel>
60      <Select
61        labelId="string-select-label"
62        id="string-select"
63        label={props.label}
64        onChange={handleChange}
65        onBlur={handleOnBlur}
66        value={currentItem}
67      >
68        {items.map((value, idx) => {
69          return (
70            <MenuItem key={idx} value={value} selected={currentItem === value}>
71              {value}
72            </MenuItem>
73          );
74        })}
75      </Select>
76      {props.error && <FormHelperText>{props.error}</FormHelperText>}
77    </FormControl>
78  );
79};
80
81export default SettingBaseStringSelector;

Language: typescript

Name: SettingBaseStringSelector.tsx

Description:

SettingBaseStringSelector component implementation example

1import SettingBaseStringSelector from './fields/SettingBaseStringSelector';
2
3
4
5
6
7FieldRegistry.register(
8  ['settingBaseStringSelector'],
9  SettingBaseStringSelector,
10);

Language: typescript

Name: index.tsx

Description:

SettingBaseStringSelector field component registration

UI Component: BooleanSelector

`BooleanSelector`

component is used to customize the look and feel of the default boolean field component (check box with the label after instead of a switcher with the label before).

Create a new file:

`BooleanSelector.tsx`

1import { FC, useEffect, useState } from 'react';
2import { FormFieldProps } from 'mystique/registry/FieldRegistry';
3import {
4  Checkbox,
5  FormControl,
6  FormControlLabel,
7  FormHelperText,
8} from '@material-ui/core';
9
10
11const BooleanSelector: FC<FormFieldProps<any>> = (props) => {
12  const [checked, setChecked] = useState<boolean>(
13    props.extensions?.checked || props.value || false,
14  );
15
16  useEffect(() => {
17    props.onChange(`${checked}`);
18  }, [checked]);
19
20  const handleChange = (event: any) => {
21    setChecked(event.target.checked as boolean);
22  };
23
24  const handleOnBlur = () => {
25    props && props.onBlur && props.onBlur();
26  };
27
28  return (
29    <FormControl fullWidth error={!!props.error}>
30      <FormControlLabel
31        control={
32          <Checkbox
33            id="checkbox-selector"
34            onChange={handleChange}
35            onBlur={handleOnBlur}
36            checked={checked}
37          />
38        }
39        label={props.label}
40      />
41      {props.error && <FormHelperText>{props.error}</FormHelperText>}
42    </FormControl>
43  );
44};
45
46export default BooleanSelector;

Language: typescript

Name: BooleanSelector.tsx

Description:

BooleanSelector component implementation example

1import BooleanSelector from './fields/BooleanSelector';
2
3
4
5FieldRegistry.register(['booleanSelector'], BooleanSelector);

Language: typescript

Name: index.tsx

Description:

BooleanSelector field component registration

Setting: EDIT_LOCATION_COUNTRIES

`EDIT_LOCATION_COUNTRIES`

setting represents a list of countries available to select for customer information updates.

Name	EDIT_LOCATION_COUNTRIES
Value Type	JSON
Context	ACCOUNT or RETAILER
Context ID	0 or Retailer ID
JSON Value	`["Australia","Canada","France","Germany","United Kingdom","United States"]`

Create Setting

1POST: {{fluentApiHost}}/graphql
2
3## create a postman environment variable:
4## Variable: json_value
5## initial val + current value: 
6[
7    "Australia",
8    "Canada",
9    "France",
10    "Germany",
11    "United Kingdom",
12    "United States"
13]
14
15
16# GraphQL variables:
17{
18	"retailerId": {{retailer_id}},
19    "lobValue" : {{json_value}}
20}
21
22
23#GraphQL Query:
24mutation CreateSetting($retailerId:Int! , $lobValue:Json)  {
25createSetting(input: {
26		name: "EDIT_LOCATION_COUNTRIES", 
27		valueType: "JSON", 
28		lobValue:$lobValue , 
29		context: "RETAILER", 
30		contextId:$retailerId}) {
31    id
32    name
33  }
34}

Language: graphqlschema

Name: create setting EDIT_LOCATION_COUNTRIES

Description:

[Warning: empty required content area]

Update Setting

1POST: {{fluentApiHost}}/graphql
2
3## create a postman environment variable:
4## Variable: json_value
5## initial val + current value: 
6[
7    "Australia",
8    "Canada",
9    "France",
10    "Germany",
11    "United Kingdom",
12    "United States"
13]
14
15
16# GraphQL variables:
17{
18	"retailerId": {{retailer_id}},
19    "lobValue" : {{json_value}}
20}
21
22
23#GraphQL Query:
24mutation updateSetting($retailerId:Int! , $lobValue:Json) {
25updateSetting(input: {
26        id: 5001471,
27		name: "EDIT_LOCATION_COUNTRIES", 
28		valueType: "JSON", 
29        lobValue: $lobValue,
30		context: "RETAILER", 
31		contextId: $retailerId}) {
32    id
33    name
34  }
35}
36

Language: graphqlschema

Name: update setting EDIT_LOCATION_COUNTRIES

Description:

[Warning: empty required content area]

Setting: EDIT_LOCATION_TIME_ZONES

`EDIT_LOCATION_TIME_ZONES`

setting represents a list of timezones available to select for customer information updates.

Name	EDIT_LOCATION_TIME_ZONES
Value Type	JSON
Context	ACCOUNT or RETAILER
Context ID	0 or Retailer ID
JSON Value	`[` `"GMT",` `"UTC",` `"ECT",` `"EET",` `"ACT",` `"AET",` `"HST",` `"AST",` `"PST",` `"PNT",` `"MST",` `"CST",` `"EST",` `"IET",` `"PRT",` `"CNT"` `]`

Create Setting

1POST: {{fluentApiHost}}/graphql
2
3## create a postman environment variable:
4## Variable: json_value
5## initial val + current value: 
6[
7    "GMT",
8    "UTC",
9    "ECT",
10    "EET",
11    "ACT",
12    "AET",
13    "HST",
14    "AST",
15    "PST",
16    "PNT",
17    "MST",
18    "CST",
19    "EST",
20    "IET",
21    "PRT",
22    "CNT"
23]
24
25
26# GraphQL variables:
27{
28	"retailerId": {{retailer_id}},
29    "lobValue" : {{json_value}}
30}
31
32
33#GraphQL Query:
34mutation CreateSetting($retailerId:Int! , $lobValue:Json)  {
35createSetting(input: {
36		name: "EDIT_LOCATION_TIME_ZONES", 
37		valueType: "JSON", 
38		lobValue:$lobValue , 
39		context: "RETAILER", 
40		contextId:$retailerId}) {
41    id
42    name
43  }
44}

Language: graphqlschema

Name: create setting EDIT_LOCATION_TIME_ZONES

Description:

[Warning: empty required content area]

Update Setting

1POST: {{fluentApiHost}}/graphql
2
3## create a postman environment variable:
4## Variable: json_value
5## initial val + current value: 
6[
7    "GMT",
8    "UTC",
9    "ECT",
10    "EET",
11    "ACT",
12    "AET",
13    "HST",
14    "AST",
15    "PST",
16    "PNT",
17    "MST",
18    "CST",
19    "EST",
20    "IET",
21    "PRT",
22    "CNT"
23]
24
25
26# GraphQL variables:
27{
28	"retailerId": {{retailer_id}},
29    "lobValue" : {{json_value}}
30}
31
32
33#GraphQL Query:
34mutation updateSetting($retailerId:Int! , $lobValue:Json) {
35updateSetting(input: {
36        id: 5001471,
37		name: "EDIT_LOCATION_TIME_ZONES", 
38		valueType: "JSON", 
39        lobValue: $lobValue,
40		context: "RETAILER", 
41		contextId: $retailerId}) {
42    id
43    name
44  }
45}
46

Language: graphqlschema

Name: update setting EDIT_LOCATION_TIME_ZONES

Description:

[Warning: empty required content area]

Manifest changes

`Edit Customer`

action has to be declared as mutation user action

`updateCustomer`

on page component (see Page Component).

1{
2    "type": "mutation",
3    "label": "i18n:fc.om.customers.updateCustomer.button.Label",
4    "name": "updateCustomer",
5    "args": {
6        "ref": "{{customerById.username}}"
7    },
8    "overrides": {
9        "title": {
10            "sortPrefix": 11
11        },
12        "firstName": {
13            "sortPrefix": 12
14        },
15        "lastName": {
16            "sortPrefix": 13
17        },
18        "primaryEmail": {
19            "sortPrefix": 14
20        },
21        "primaryPhone": {
22            "sortPrefix": 15
23        },
24        "country": {
25            "sortPrefix": 17,
26            "component": "settingBaseStringSelector",
27            "extensions": {
28                "settingName": "EDIT_LOCATION_COUNTRIES"
29            }
30        },
31        "timezone": {
32            "sortPrefix": 18,
33            "component": "settingBaseStringSelector",
34            "extensions": {
35                "settingName": "EDIT_LOCATION_TIME_ZONES"
36            }
37        },
38        "promotionOptIn": {
39            "component": "booleanSelector",
40            "sortPrefix": 19
41        },
42        "attributes": {
43            "sortPrefix": 21
44        },
45        "username": {
46            "sortPrefix": 22,
47            "component": "input",
48            "options": [
49                {
50                    "label": "current Username",
51                    "value": "{{customerById.username}}"
52                }
53            ]
54        }
55    }
56}

Language: json

Name: Edit Customer mutation user action

Description:

Edit Customer mutation user action declaration example. Property

`sortPrefix`

is used to configure order of fields on the drawer

Update Language Setting

Localization of fields is done by creating localization entries to mutation fields according to name convention (see Languages and Localisation, chapter 'Adding new Mutation Actions').

1{
2  "translation": {
3      "fc.om.customers.updateCustomer.button.Label": "Update Customer",
4    "fc.gql.customer.title": "Title",
5    "fc.gql.customer.firstName": "First Name",
6    "fc.gql.customer.lastName": "Last Name",
7    "fc.gql.customer.username": "Username",
8    "fc.gql.customer.primaryEmail": "Primary Email",
9    "fc.gql.customer.primaryPhone": "Primary Phone",
10    "fc.gql.customer.country": "Country",
11    "fc.gql.customer.timezone": "Timezone",
12    "fc.gql.customer.promotionOptIn": "Customer has opted to receive promotions",
13    "fc.gql.customer.retailer.label": "Retailer"
14  }
15}

Language: json

Name: New localization entries

Description:

Example of mutation field labels localisation with using name convention

Result

After all steps,

`Edit Customer`

action has to be available on the page.

Related Sources

Component

Edit Customer via UI

Key Points

Prerequisites

Connect SDK Overview

Debugging the Component SDK

GraphQL API

GraphQL (GQL) Mutations

Languages and Localisation

Steps

Use Case

Solution Approach

Technical Design Overview

UI Component: SettingBaseStringSelector

UI Component: BooleanSelector

Setting: EDIT_LOCATION_COUNTRIES

Create Setting

Update Setting

Setting: EDIT_LOCATION_TIME_ZONES

Create Setting

Update Setting

Manifest changes

Update Language Setting

Result

Related Sources

Related content

Create Customer via UI

Add and Edit Customer Address by using custom UI component

Siarhei Vaitsiakhovich

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