Workflow

How to Mark a CRM Gift Certificate as Sold

Verified end to end. A disposable active gift certificate was created, marked sold through the bulk action, verified in the list and detail page, deleted, and verified absent after cleanup.

Evidence Summary

Workflow run
crm-gift-certificate-mark-sold-20260520T011345Z
Certificate id
124
Certificate number
MS011345000001
State change
ACT to SOLD
Final state
Deleted and absent from DT_Select

Mark as Sold

  1. Open /crm/valesoferta.
  2. Select one or more active gift certificates in the list.
  3. Open With selected.
  4. Choose the sold action.

The verified action used action=crm, option=valesoferta_mark_as_sold, and ids[]=124. The response returned {"succeeded":true,"message":null,"params":{"ids":["124"]}}.

Verify the Sold State

The list verification used DT_Select with table=vales_oferta, columns=*, and order=id. The row changed from estado=ACT to estado=SOLD.

After the sold action, OfficeGest also filled purchase-side fields as a manual sale marker: tipoop_compra=MAN, num_compra=-1, docnumber_compra=Manual -1, date_compra=2026-05-20 02:13:00, and oper_compra=1. Amount credited stayed 0, so this workflow marks the certificate as sold but does not use it as payment.

The detail route /crm/valesoferta/edit/MTI0 showed the gift-card number and Sold status.

Cleanup Behavior

The verified cleanup used the same generic delete endpoint as active certificates: action=delete, tabela=vales_oferta, and search[id]=124. The response was bare JSON true, and the next DT_Select lookup returned no row for MS011345000001.

This run did not create a sales document or test gift-card payment use. Used-state behavior still needs a separate controlled sales/payment workflow.

Artifacts