Problem adding Customer to CRM


#1

On version 5.1 we need to add Customers directly to the CRM, they are existing customers so did not come from leads etc.

But, when we try to add the customer, nothing happens. It appears to save without an error, but when we check the customer view, it is not there.

Anyone else have this problem, and what would the solution be?


#2

Hi,

If i correctly understand you said that when you create a customer from the CRM/Customer/Add menu nothing appears in the customer grid view ?

Can you see the customers using the Application Config / Referential menu ?

Regards


#3

Hi,

No, it is pretty obvious that the customer is not being created, nor is an error being generated.

What are the prerequisites for a customer to be added? It clearly is not a case of just installing the sales or crm modules.


#4

can you please check in the database (base_partner) if the row exists ?

Are u using a fresh install of did you upgrade an existing installation ? If it’s the second case please refresh your views first. see Correct method to upgrade

Regards


#5

So, I did a fresh install of ABS 5.1 and now I get this error…

javax.persistence.PersistenceException
at com.axelor.apps.account.db.repo.PartnerAccountRepository.save(PartnerAccountRepository.java:55)
at com.axelor.apps.account.db.repo.PartnerAccountRepository.save(PartnerAccountRepository.java:31)
at com.axelor.rpc.Resource.save(Resource.java:884)
at com.axelor.rpc.ResponseInterceptor.invoke(ResponseInterceptor.java:55)
at com.google.inject.persist.jpa.JpaLocalTxnInterceptor.invoke(JpaLocalTxnInterceptor.java:70)
at com.axelor.web.service.RestService.save(RestService.java:158)
at com.axelor.rpc.RequestFilter.invoke(RequestFilter.java:55)
at com.axelor.rpc.ResponseInterceptor.invoke(ResponseInterceptor.java:64)
at sun.reflect.NativeMethodAccessorImpl.invoke0(Native Method)
at sun.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:62)
at sun.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorImpl.java:43)
at java.lang.reflect.Method.invoke(Method.java:498)
at org.jboss.resteasy.core.MethodInjectorImpl.invoke(MethodInjectorImpl.java:140)
at org.jboss.resteasy.core.ResourceMethodInvoker.invokeOnTarget(ResourceMethodInvoker.java:294)
at org.jboss.resteasy.core.ResourceMethodInvoker.invoke(ResourceMethodInvoker.java:248)
at org.jboss.resteasy.core.ResourceMethodInvoker.invoke(ResourceMethodInvoker.java:235)
at org.jboss.resteasy.core.SynchronousDispatcher.invoke(SynchronousDispatcher.java:398)
at org.jboss.resteasy.core.SynchronousDispatcher.invoke(SynchronousDispatcher.java:205)
at org.jboss.resteasy.plugins.server.servlet.ServletContainerDispatcher.service(ServletContainerDispatcher.java:228)
at org.jboss.resteasy.plugins.server.servlet.HttpServletDispatcher.service(HttpServletDispatcher.java:56)
at org.jboss.resteasy.plugins.server.servlet.HttpServletDispatcher.service(HttpServletDispatcher.java:51)
at javax.servlet.http.HttpServlet.service(HttpServlet.java:742)
at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:231)
at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166)
at org.apache.tomcat.websocket.server.WsFilter.doFilter(WsFilter.java:52)
at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193)
at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166)
at com.google.inject.servlet.FilterChainInvocation.doFilter(FilterChainInvocation.java:89)
at com.axelor.db.tenants.AbstractTenantFilter.doFilter(AbstractTenantFilter.java:67)
at com.google.inject.servlet.FilterChainInvocation.doFilter(FilterChainInvocation.java:82)
at org.apache.shiro.guice.web.SimpleFilterChain.doFilter(SimpleFilterChain.java:44)
at org.apache.shiro.web.servlet.AdviceFilter.executeChain(AdviceFilter.java:108)
at org.apache.shiro.web.servlet.AdviceFilter.doFilterInternal(AdviceFilter.java:137)
at com.axelor.auth.AuthFilter.doFilterInternal(AuthFilter.java:78)
at org.apache.shiro.web.servlet.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:125)
at org.apache.shiro.guice.web.SimpleFilterChain.doFilter(SimpleFilterChain.java:41)
at org.apache.shiro.web.servlet.AbstractShiroFilter.executeChain(AbstractShiroFilter.java:449)
at org.apache.shiro.web.servlet.AbstractShiroFilter$1.call(AbstractShiroFilter.java:365)
at org.apache.shiro.subject.support.SubjectCallable.doCall(SubjectCallable.java:90)
at org.apache.shiro.subject.support.SubjectCallable.call(SubjectCallable.java:83)
at org.apache.shiro.subject.support.DelegatingSubject.execute(DelegatingSubject.java:383)
at org.apache.shiro.web.servlet.AbstractShiroFilter.doFilterInternal(AbstractShiroFilter.java:362)
at org.apache.shiro.web.servlet.OncePerRequestFilter.doFilter(OncePerRequestFilter.java:125)
at com.google.inject.servlet.FilterChainInvocation.doFilter(FilterChainInvocation.java:82)
at com.axelor.app.internal.AppFilter.doFilter(AppFilter.java:93)
at com.google.inject.servlet.FilterChainInvocation.doFilter(FilterChainInvocation.java:82)
at com.google.inject.persist.PersistFilter.doFilter(PersistFilter.java:91)
at com.google.inject.servlet.FilterChainInvocation.doFilter(FilterChainInvocation.java:82)
at com.axelor.db.tenants.AbstractTenantFilter.doFilter(AbstractTenantFilter.java:67)
at com.google.inject.servlet.FilterChainInvocation.doFilter(FilterChainInvocation.java:82)
at com.axelor.web.servlet.CorsFilter.doFilter(CorsFilter.java:132)
at com.google.inject.servlet.FilterChainInvocation.doFilter(FilterChainInvocation.java:82)
at com.google.inject.servlet.ManagedFilterPipeline.dispatch(ManagedFilterPipeline.java:120)
at com.google.inject.servlet.GuiceFilter.doFilter(GuiceFilter.java:135)
at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:193)
at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:166)
at org.apache.catalina.core.StandardWrapperValve.invoke(StandardWrapperValve.java:198)
at org.apache.catalina.core.StandardContextValve.invoke(StandardContextValve.java:96)
at org.apache.catalina.authenticator.AuthenticatorBase.invoke(AuthenticatorBase.java:493)
at org.apache.catalina.core.StandardHostValve.invoke(StandardHostValve.java:140)
at org.apache.catalina.valves.ErrorReportValve.invoke(ErrorReportValve.java:81)
at org.apache.catalina.valves.AbstractAccessLogValve.invoke(AbstractAccessLogValve.java:650)
at org.apache.catalina.core.StandardEngineValve.invoke(StandardEngineValve.java:87)
at org.apache.catalina.connector.CoyoteAdapter.service(CoyoteAdapter.java:342)
at org.apache.coyote.http11.Http11Processor.service(Http11Processor.java:800)
at org.apache.coyote.AbstractProcessorLight.process(AbstractProcessorLight.java:66)
at org.apache.coyote.AbstractProtocol$ConnectionHandler.process(AbstractProtocol.java:806)
at org.apache.tomcat.util.net.NioEndpoint$SocketProcessor.doRun(NioEndpoint.java:1498)
at org.apache.tomcat.util.net.SocketProcessorBase.run(SocketProcessorBase.java:49)
at java.util.concurrent.ThreadPoolExecutor.runWorker(ThreadPoolExecutor.java:1149)
at java.util.concurrent.ThreadPoolExecutor$Worker.run(ThreadPoolExecutor.java:624)
at org.apache.tomcat.util.threads.TaskThread$WrappingRunnable.run(TaskThread.java:61)
at java.lang.Thread.run(Thread.java:748)


#6

If I remember good you ned to setup some stuff, like Accounts, on the “Base App” (configure). the error you have is on “PartnerAccount” not partner itself.

Regards


#7

Good day sirs im experiencing this on a fresh install axelor 5.1 too and here is my console log:

“2019-01-04 10:19:32.365 DEBUG 13346 — [nio-8443-exec-5] c.a.meta.schema.actions.ActionGroup : action: action-partner-method-check-name
2019-01-04 10:19:32.368 DEBUG 13346 — [nio-8443-exec-5] c.a.meta.schema.actions.ActionGroup : action: action-partner-record-simple-and-full-name
2019-01-04 10:19:32.391 DEBUG 13346 — [nio-8443-exec-5] c.a.meta.schema.actions.ActionGroup : action: action-partner-method-set-social-network-url
2019-01-04 10:19:33.181 DEBUG 13346 — [nio-8443-exec-6] c.a.a.b.s.a.SequenceService : Reference date : : : : 2019-01-04
2019-01-04 10:19:33.210 DEBUG 13346 — [nio-8443-exec-6] c.a.a.b.s.a.SequenceService : nextSeq : : : : P000004
2019-01-04 10:19:33.227 ERROR 13346 — [nio-8443-exec-6] com.axelor.rpc.ResponseInterceptor : Error: null”

what could be the possible cause of this?
thanks for your answers in advance :smiley:


#8

Hi,

It seems that some values hasn’t been set but required to create a partner.

To use the CRM App you need first to configure it using the “configure” button in the app view (Application config / App Management). You also have to setup the Base App as well.

Did you load the demo values or are u using an empty version ?
Which menu are u using to create a partner (eg. Application Config / Referential / Partner) ?

Regards


#9

So, what values are required to create a partner?

For example, in the Base app, what values have to be configured?

What other values ‘have’ to be set up?


#10

just let me check with a fresh install. Could you plz specify which app you have installed (Base + CRM + Account ?).

Thks


#11

Base plus account. Partner is entered through Referential.


#12

Hi,

I found the problem. Nowaday, to be able to create a Partner you need to create an address. Even if the address field is not required some stuff in the PartnerBaseService class throw a null pointer exception. Thus, to be able to create a partner please create an address first.

An issue has been open: https://github.com/axelor/axelor-business-suite/issues/2924#issue-397730334
A patch will be released in next version (5.1.1). see https://github.com/axelor/axelor-business-suite/issues/2924#issuecomment-453026925

Regards