Restrict Payment Types by Admin Role or Customer group or rather by store?

Question

I am trying to create a salesrep system for a customers store. These salesreps have limited backend access and can create and edit customers and create orders for their customers as well as viewing their customers orders.

I now have the following issue:

Salesreps should be allowed different payment types than regular store users, but from the roles permissions I can't seem to allow this per role, nor per customer group (the samesrep creates an order on the customers behalf).

So I was wondering what is the best way to do this? Extend the payment type modules to be allowed by store view and use a 2nd store for the salesreps and allow / disallow the specific payment modules per store view, or write a module that checks for roles or customer groups before displaying the payment types?

/edit: Or maybe use Shoppingcart Rules, but I'm not sure these work when creating orders from the backend?

Any help is appreciated.

Answer 1

tecjam,

Hi guess that your issue has been solved by Magento Event Observer.

For Study:

1. magentocommerce
2. tutsplus

Fire an Observer on payment_method_is_active event.

Basic of Admin Role or Customer group or store,you can prevent to show Payment at checkout.

Module config.xml code:

<global>
    <events>
    <payment_method_is_active>
        <observers>
            <paymentfilter_payment_method_is_active>
            <type>singleton</type>
            <class>zerosubtotalpaymentmethod/observer</class>
            <method>filterpaymentmethod</method>
            </paymentfilter_payment_method_is_active>
        </observers>
    </payment_method_is_active>
    </events>
</global>

Observer code is

<?php
class Bh_ZeroSubtotalpaymentmethod_Model_Observer {

    public function filterpaymentmethod(Varien_Event_Observer $observer) {

        if (Mage::app()->getStore()->isAdmin()) {

         //currentstore is  Admin
            /* Current Admin User */
            $admin_user_session = Mage::getSingleton('admin/session');
            $adminuserId = $admin_user_session->getUser()->getUserId();
             if ($adminuserId):  //check if the admin is logged in
                /*
                $role_data = Mage::getModel('admin/user')->load($adminuserId)->getRole()->getData();
            $role_name = $role_data['role_name'];
                */
             endif

        }else{
        // 
        }



        /* call get payment method */
        $method = $observer->getEvent()->getMethodInstance();

        if($method->getCode()=='paypal_standard')
        {   $quote = $observer->getEvent()->getQuote();
            if(Mage::app()->getStore()->roundPrice($quote->getGrandTotal())<=0){
            $result = $observer->getEvent()->getResult();   
            $result->isAvailable = false;
            }
            return;
        }
        if($method->getCode()=='free'){
            $quote = $observer->getEvent()->getQuote();
            if(Mage::app()->getStore()->roundPrice($quote->getGrandTotal())>0){
            $result = $observer->getEvent()->getResult();   
            $result->isAvailable = false;
            return;
            }
        }
        return;
    }
}
?>

Answer 2

Have a look at this extension. It allows you to set payment methods to only be used in the backend http://www.magentocommerce.com/magento-connect/admin-payments.html

The code is available on github (https://github.com/getsquare/Magento-Admin-Payments)

The event that you would want to observe is payment_method_is_active.

<adminhtml>
    <events>
        <payment_method_is_active>
            <observers>
                ...
            </observers>
        </payment_method_is_active>
    </events>
</adminhtml>

In you observer

$event = $observer->getEvent();
$paymentMethod = $event->getMethodInstance();

$result = $observer->getResult();
$result->isAvailable = true;

You can do checks agains the payment method code etc $paymentMethod->getCode()

$result->isAvailable = true; will allow the payment method to be used