Workflow

How to Check Sales Invoice WhatsApp Availability

Verified with caveat. Demo run sales-invoice-whatsapp-availability-20260519T215335Z opened saved invoice FT 9999/1699, clicked Communicate / Whatsapp, and verified the demo account returned false for WhatsApp service availability, so no WhatsApp composer opened.

Evidence Summary

Source invoice
999901699 / FT 9999/1699
Customer
910 / 100 Ouvidos Lda
Menu path
Communicate / Whatsapp
Evidence file
raw/playwright/workflows/latest-sales-invoice-whatsapp-availability.json

Verified sales invoice WhatsApp availability workflow

When to Use This

Use this when a user expects to send an invoice by WhatsApp from the saved invoice view. In the verified demo environment, the WhatsApp action is present but the service check returns unavailable, so the next step is configuration or service enablement rather than message composition.

Step-by-Step

  1. Open the saved sales invoice view. The verified run used /vendas/ft/view/OTk5OTAxNjk5.
  2. Open Communicate.
  3. Choose Whatsapp.
  4. Wait for OfficeGest to check whether the WhatsApp service is enabled.
  5. If the service is enabled, OfficeGest should proceed to the WhatsApp composer. In the verified demo account, the response was false, so no composer opened.

Verified Behavior

CheckObserved result
Menu itemThe saved FT view exposed Whatsapp as .btn_sendWhatsapp under Communicate.
Availability requestThe click posted action=chatflow and option=has-whatsapp-service to /ajaxserver.
Availability responseThe response body was false.
Composer state#sendWhatsapp stayed hidden and no visible modal opened.
Send boundaryNo WhatsApp send request was submitted in the verified run.

Backend Calls Observed

Action or endpointPurpose
chatflow&option=has-whatsapp-serviceChecks whether the account has WhatsApp service enabled before opening the composer.
counters&option=tickets_abertosLoads the saved invoice's ticket counter when the FT view opens.
listaTabDocumentoLoads the saved FT line grid when the invoice view opens.
create_document&option=calcular_totaisRecalculates totals shown on the saved view.

Raw evidence: raw/playwright/workflows/sales-invoice-whatsapp-availability-20260519T215335Z.json. Screenshots: assets/screenshots/sales-invoice-whatsapp-availability-20260519T215335Z-01-saved-invoice-view.png and assets/screenshots/sales-invoice-whatsapp-availability-20260519T215335Z-02-after-whatsapp-click.png.