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1356 commits

Author SHA1 Message Date
Lance Edgar 232a02b944 Refactor to leverage all existing methods of auth handler 
instead of importing and calling functions from core rattail
 2021-10-14 23:30:26 -04:00
Lance Edgar 53fc1508f3 Give custorder batch handler a couple ways to affect adding new items 2021-10-14 17:49:12 -04:00
Lance Edgar dd6c9cc8ce Misc. tweaks for users, roles 2021-10-14 14:18:36 -04:00
Lance Edgar 22aa55c24b Invoke the auth handler to cache user permissions etc. 
various changes for sake of "synced" roles feature
 2021-10-14 10:39:54 -04:00
Lance Edgar e3cad91be0 Leverage the auth handler for main user login 2021-10-12 18:22:04 -04:00
Lance Edgar 66bc775e14 Improve display, handling for "add contact info to customer record" 
for new custorders page.  in particular, show this flag in main screen
 2021-10-10 20:43:27 -04:00
Lance Edgar 3e796e9164 Fix bug when making context for mailing address 
sometimes those belong to a non-person, e.g. customer
 2021-10-10 20:24:26 -04:00
Lance Edgar 7fabef6004 Stop rounding case/unit cost fields to 2 places for purchase batch 2021-10-10 20:08:52 -04:00
Lance Edgar a919bfb6c5 Simplify template context customization for view_profile_buefy 2021-10-07 21:13:59 -04:00
Lance Edgar 284078ff71 Delete pending customer if deleting custorder batch 
also invoke handler to update pending customer info for batch, so the
handler can add validation, e.g. unique email address check
 2021-10-07 13:08:48 -04:00
Lance Edgar 5e339bb7ea Improve contact name handling for new custorder 2021-10-07 12:33:52 -04:00
Lance Edgar c611eb3787 Clear out contact for custorder if user clicks "customer is unknown" 
also show pending customer reference when viewing proper custorder
 2021-10-06 18:43:52 -04:00
Lance Edgar d933dd2723 Add support for "new customer" when creating new custorder 2021-10-06 18:22:29 -04:00
Lance Edgar 9b40096bb7 Add "contact update request" workflow for new custorder batch 
if user checks "please add phone to customer record" etc. then this
preference is stored in the batch params, and when batch is executed
that will "happen" (which may just mean someone gets email about it)
 2021-10-06 14:49:13 -04:00
Lance Edgar 2fa7857daf Add "allow contact info choice" support for new custorder batch 2021-10-06 12:43:38 -04:00
Lance Edgar 0237d8c31a Add "restrict contact info" feature for new custorder batch 
also add support for choosing from existing emails
 2021-10-06 12:32:13 -04:00
Lance Edgar 9b6113a4c8 Show shipped quantities when viewing costing batch row 
for lines which came from invoice, we should know those quantities,
but possibly *not* the received quantities, if e.g. the line item
wasn't matched w/ PO
 2021-10-05 16:20:08 -04:00
Lance Edgar def8ea7c15 Some tweaks for invoice costing batch views 2021-10-05 16:12:48 -04:00
Lance Edgar e7fb1559f5 Refactor the Employee tab of profile view, per better patterns 
learned some things from the Personal tab overhaul
 2021-10-05 08:25:33 -04:00
Lance Edgar 6386b34516 Overhaul the "Personal" tab of profile view 
should be much more useful now.. er, at least for those who track
contact info on the Person record, but not those who track on the
Customer record..
 2021-10-04 21:21:34 -04:00
Lance Edgar d4aef9ceac Fix contact phones data when new contact is assigned 2021-10-04 12:29:27 -04:00
Lance Edgar 1884edb334 Improve phone editing for new custorder 
let user choose from existing phones, or add a new one.  not yet
implemented, they can check a box to add new phone to customer proper
in addition to setting it for the order
 2021-10-04 12:25:41 -04:00
Lance Edgar 711e526822 Show "contact notes" when creating new custorder 2021-10-03 19:26:25 -04:00
Lance Edgar a7f4b2e6ef Refactor autocomplete view logic to leverage new "autocompleters" 
finally!  this cleans up some view config and AFAIK there is no loss
in functionality etc.
 2021-10-01 10:28:06 -04:00
Lance Edgar bbfffd45fc Initial (basic) views for invoice costing batches 
still a bit of feature preview at the moment, but maybe is mostly done?
 2021-09-29 17:27:20 -04:00
Lance Edgar 03a569d9a3 Avoid "detach person" logic if not supported by view class 2021-09-28 16:12:33 -04:00
Lance Edgar ad6562558d Improve phone/email handling when making new custorder 
still needs more improvement, but this is a start
 2021-09-27 18:04:07 -04:00
Lance Edgar ab517d1199 Allow changing status, adding notes for customer order items 2021-09-27 13:25:02 -04:00
Lance Edgar 65ac7e0c15 Add a dropdown of choices to the Department filter for Products grid 2021-09-27 09:46:31 -04:00
Lance Edgar a52b5ec380 Overhaul new custorder so contact may be either Person or Customer 
also make the handler responsible for (un)assigning contact
 2021-09-27 09:22:06 -04:00
Lance Edgar 8095f2c9ea Display the Store field for Customer Orders 2021-09-25 18:55:53 -04:00
Lance Edgar 3ece3303db Refactor several "field grids" per Buefy theme 
e.g. the Users field when viewing a Role, and Vendor Sources panel
when viewing a Product
 2021-09-25 18:54:33 -04:00
Lance Edgar 0dc9793772 Add products row grid for misc. org table views 2021-09-25 15:27:43 -04:00
Lance Edgar ec5ff8a788 Improve "employees" list when viewing a department, for buefy themes 2021-09-24 19:16:23 -04:00
Lance Edgar 3b6b1aa5b6 Invoke handler for customer autocomplete when making new custorder 2021-09-24 18:28:39 -04:00
Lance Edgar fbd12c7dfc Improve default autocomplete query logic, w/ multiple ILIKE 
e.g. to search for customer first and/or last name
 2021-09-24 17:17:19 -04:00
Lance Edgar 9365dd7b1a Add way to update Employee ID from profile view 2021-09-22 18:29:30 -05:00
Lance Edgar 87d8322b85 Add way to override grid action label rendering 
so that custom HTML can be embedded in there somehow..
 2021-09-22 16:42:49 -05:00
Lance Edgar d0a7a241b4 Misc. improvements for customer order views 2021-09-21 13:49:51 -05:00
Lance Edgar 884b1e02a7 Invoke handler when request is made to merge 2 people 2021-09-15 19:01:53 -05:00
Lance Edgar 25c1ae3c41 Add way to customize product autocomplete for new custorder 2021-09-09 19:15:08 -05:00
Lance Edgar 83c354b983 Set quantity type when viewing vendor lead times, order intervals 2021-09-09 17:07:46 -05:00
Lance Edgar 97bdc3f785 Improve error handling for purchase batch 
so error will display in browser when applicable
 2021-09-09 12:00:13 -05:00
Lance Edgar 8169160b57 Allow "touch" action for employees 2021-08-31 22:05:02 -05:00
Lance Edgar 560575e53f Fix size of roles multi-select when editing user 
i.e. for buefy themes
 2021-08-31 22:04:37 -05:00
Lance Edgar 54f1a52ed0 Add hover text for vendor ID column of pricing batch row grid 2021-08-29 19:52:44 -05:00
Lance Edgar c2ea1be83f Improve UI, customization hooks for new custorder batch 
still not done yet, but a savepoint
 2021-08-29 16:38:30 -05:00
Lance Edgar c3079fe899 Add before_render_index() customization hook for MasterView 2021-08-24 09:39:45 -05:00
Lance Edgar 3cf4c0f8e4 Require explicit opt-in for "clicking grid row checks box" feature 
sometimes it makes sense *not* to enable that, in which case disabled
probably should be the default
 2021-08-23 19:26:50 -05:00
Lance Edgar a881b310bc Allow customization of row 'view' action url 2021-08-23 14:25:08 -05:00