Commit graph

3905 commits

Author SHA1 Message Date
Lance Edgar a919bfb6c5 Simplify template context customization for view_profile_buefy 2021-10-07 21:13:59 -04:00
Lance Edgar b9b5a0e79b Update changelog 2021-10-07 19:36:17 -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 25a019cc12 Update changelog 2021-10-06 14:55:19 -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 d7c145ce39 Update changelog 2021-10-05 10:43:17 -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 48864ab611 Put the View Profile button above Refresh 2021-10-04 12:40:35 -04:00
Lance Edgar 8e4079224f Add button to refresh contact info for new custorder
e.g. click that after changes are made in other screen / system
2021-10-04 12:39:30 -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 272b0fd071 Update changelog 2021-10-01 18:38:24 -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 e0dff55ffa Update changelog 2021-09-30 16:34:56 -04:00
Lance Edgar b2e2b2e85e Fix one broken test; remove another
ugh what are these tests even accomplishing..
2021-09-30 16:17:55 -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 ed705ff867 Update changelog 2021-09-28 16:15:38 -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 a6c89d7998 Show "missing" msg if no email, for new custorder 2021-09-28 16:10:04 -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 82074a37ba Update changelog 2021-09-27 13:28:26 -04:00
Lance Edgar ab517d1199 Allow changing status, adding notes for customer order items 2021-09-27 13:25:02 -04:00
Lance Edgar 7c6c2f7ded Update changelog 2021-09-27 09:54:34 -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 12310da09e Update changelog 2021-09-26 17:26:11 -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 9fe1d4c596 Update changelog 2021-09-25 15:34:29 -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 57cb787b30 Add placeholder to customer lookup for new order
also hide phone field unless customer is identified
2021-09-24 17:28:14 -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 e6a92c5667 Update changelog 2021-09-22 18:30:39 -05:00
Lance Edgar 9365dd7b1a Add way to update Employee ID from profile view 2021-09-22 18:29:30 -05:00
Lance Edgar af8bd246a9 Update changelog 2021-09-22 16:50:17 -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 b229b409b0 Update changelog 2021-09-21 13:52:49 -05:00
Lance Edgar d0a7a241b4 Misc. improvements for customer order views 2021-09-21 13:49:51 -05:00
Lance Edgar 8af247a7f6 Update changelog 2021-09-19 19:08:53 -05:00