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Author SHA1 Message Date
Lance Edgar a6bc3fb793 Update changelog 2023-10-01 12:09:32 -05:00
Lance Edgar 9f7e70f240 Add support for void rows in POS batch 2023-09-30 21:08:01 -05:00
Lance Edgar 0ee6725188 Tidy up logic for vendor filtering in products grid 
was hoping to "fix" count issue but alas..

refs #23
 2023-09-28 10:56:15 -05:00
Lance Edgar f572757f00 Expose views for tenders, more columns for POS batch/rows 2023-09-27 17:13:49 -05:00
Lance Edgar abcf1e1895 Add clone support for POS batches 
just for testing of course..
 2023-09-26 17:52:17 -05:00
Lance Edgar a9e9474f5c Do not allow executing custorder if no customer is set 
or really any reason, as defined by handler
 2023-09-26 09:32:57 -05:00
Lance Edgar a11be5a1e1 Update changelog 2023-09-25 19:41:59 -05:00
Lance Edgar e23b2f8711 Add custom form type/widget for time fields 
ugh this still isn't that great, but making progress overall
 2023-09-25 19:22:02 -05:00
Lance Edgar 032d37194f Update changelog 2023-09-25 18:06:16 -05:00
Lance Edgar 3e56950872 Expose POS batch views as "typical" 2023-09-24 19:30:59 -05:00
Lance Edgar 5a2612acab Update changelog 2023-09-24 14:47:54 -05:00
Lance Edgar bda05aed86 Use header button instead of link for "touch" instance 2023-09-24 08:37:50 -05:00
Lance Edgar 91ac1a9031 Show customer for POS batches 2023-09-23 20:08:40 -05:00
Lance Edgar 53e8c15267 Add basic views for POS batches 2023-09-23 11:14:43 -05:00
Lance Edgar d329b2945c Show "true" (calculated) equity total in members grid 
pretty sure will need to tweak this but wanted something in place at least
 2023-09-21 14:39:18 -05:00
Lance Edgar abca0115a6 Add remove_sorter() method for grids 2023-09-21 14:37:33 -05:00
Lance Edgar 3d6cc8a490 Show yesterday by default for Trainwreck if so configured 2023-09-20 18:13:52 -05:00
Lance Edgar 836fc0bf5b Update changelog 2023-09-19 16:37:05 -05:00
Lance Edgar 510b8383a4 Show catalog/invoice costs as 2-decimal currency in receiving 2023-09-19 15:03:16 -05:00
Lance Edgar 8b15f1304f Use small text input for receiving cost editor fields 2023-09-19 14:45:48 -05:00
Lance Edgar 6274e33a8c Prevent catalog/invoice cost edits if receiving batch is complete 2023-09-19 14:41:15 -05:00
Lance Edgar 1f97d4f5e5 Add link to vendor name for receiving batches grid 2023-09-19 14:40:58 -05:00
Lance Edgar b566549d15 Update changelog 2023-09-18 18:40:51 -05:00
Lance Edgar 4d8c8b199c Fix bug for new receiving from scratch via API 2023-09-18 18:37:41 -05:00
Lance Edgar d1d69e9488 Show user warning if receive quick lookup fails 
just b/c a UPC doesn't exist yet doesn't prevent the batch from (in
some cases) adding a row for "unknown product" - but if the UPC is
sufficiently invalid, that can't happen
 2023-09-18 18:28:11 -05:00
Lance Edgar a01fd62899 Update changelog 2023-09-17 21:21:10 -05:00
Lance Edgar 70956a2c47 Tweaks to improve handling of "missing" items for receiving 2023-09-17 18:30:38 -05:00
Lance Edgar e894d1d1f4 Include PO number for receiving batch details via API 2023-09-17 18:03:30 -05:00
Lance Edgar cc7b9ccb86 Avoid error when history has blanks for ordering worksheet 2023-09-17 17:23:59 -05:00
Lance Edgar a807a0f50c Add "falafel" custom date/time field type and widget 
finally able to edit datetime fields, but feels like a lot of
assumptions to make, just to determine time zone..so keeping naive UTC
on the backend still, and naive local on the frontend

in general this needs more polish, but is a start..
 2023-09-16 20:01:32 -05:00
Lance Edgar 99065548ff Update changelog 2023-09-16 13:06:54 -05:00
Lance Edgar df897aef13 Make member key field readonly when viewing equity payment 2023-09-16 13:06:26 -05:00
Lance Edgar 1cfc275eae Update changelog 2023-09-15 19:30:27 -05:00
Lance Edgar 3968e40a0b Add basic feature for "grid totals" 2023-09-15 19:19:20 -05:00
Lance Edgar ac6106ca69 Update changelog 2023-09-15 10:34:25 -05:00
Lance Edgar eed73eca81 Add get_rattail_app() method for view supplements 2023-09-14 12:56:15 -05:00
Lance Edgar 608da824d9 Tweak default field list for batch views 2023-09-13 13:14:00 -05:00
Lance Edgar 03fc301dec Update changelog 2023-09-12 18:31:18 -05:00
Lance Edgar 1cad8b2481 Show events instead of notes, in field subgrid for custorder item 2023-09-12 12:39:23 -05:00
Lance Edgar e930199f83 Avoid legacy logic for Customer.people schema 2023-09-11 17:13:07 -05:00
Lance Edgar 60044d5cdf Update changelog 2023-09-11 15:58:35 -05:00
Lance Edgar e793ba6630 Improve grids for custorder items 
main grid as well as rows grid for Pending Product
 2023-09-11 15:24:00 -05:00
Lance Edgar 67ec6f7773 Add support for "mark received" when viewing custorder item 2023-09-10 19:55:48 -05:00
Lance Edgar ddb8e3656f Add support for toggling custorder item "flagged" 2023-09-10 17:49:29 -05:00
Lance Edgar e49e0edc57 Misc. improvements for Customer Orders view 2023-09-10 17:34:54 -05:00
Lance Edgar e255c35e86 Set stacklevel for all deprecation warnings 2023-09-10 13:51:11 -05:00
Lance Edgar 48daa042d1 Show related customer orders for Pending Product view 
and similar tweaks
 2023-09-10 09:34:56 -05:00
Lance Edgar 64c58a3cf8 Optionally configure SQLAlchemy Session with future=True 
this avoids the need for setting `cascade_backrefs=False` everywhere

https://docs.sqlalchemy.org/en/14/errors.html#error-s9r1

https://docs.sqlalchemy.org/en/14/orm/session_api.html#sqlalchemy.orm.Session.params.future
 2023-09-10 07:44:13 -05:00
Lance Edgar a9fbf48053 Use common POST logic for submitting new customer order 2023-09-09 16:21:57 -05:00
Lance Edgar ccb4661b39 Add custom hook for grid "apply filters" 
so a page can know when the data set changes..

this seems a bit hacky, may need a better solution some day
 2023-09-09 14:14:23 -05:00
Lance Edgar c5344d2df6 Update changelog 2023-09-08 19:55:14 -05:00
Lance Edgar 669e50e406 Fix member key display for equity payment form 2023-09-08 19:53:10 -05:00
Lance Edgar 7221400b88 Fix msg body display, download link for email bounces 2023-09-08 10:56:25 -05:00
Lance Edgar 6e50288bd4 Add grid link for equity payment description 2023-09-08 08:49:43 -05:00
Lance Edgar 84de5e09a2 Update changelog 2023-09-07 21:00:40 -05:00
Lance Edgar f717bc47e5 Fallback to None when getting values for merge preview 2023-09-07 20:57:33 -05:00
Lance Edgar f732e04f49 Update changelog 2023-09-07 18:36:02 -05:00
Lance Edgar ecf46fa6fe Improve display for member equity payments 2023-09-07 18:19:46 -05:00
Lance Edgar b1ec1b8817 Update changelog 2023-09-02 13:56:10 -05:00
Lance Edgar bd7e6f9f8a Tweaks for cost editing within a receiving batch 
never show PO Cost column in row grid, since Invoice Cost is what
receiving is most concerned with

add "zig-zag" entry behavior when both catalog and invoice costs are editable
 2023-09-02 11:39:49 -05:00
Lance Edgar 75caface6b Add products API route to fetch label profiles for use w/ printing 2023-09-02 10:56:06 -05:00
Lance Edgar de373a683b Add grid filter type for BigInteger columns 
so we can filter by larger values
 2023-09-01 11:20:30 -05:00
Lance Edgar 5ab47aeead Update changelog 2023-08-31 10:08:20 -05:00
Lance Edgar 62aa0c5965 Preserve URL hash when redirecting in grid "reset to defaults" 2023-08-30 23:51:18 -05:00
Lance Edgar 625982d639 Avoid deprecated User.email_address property 2023-08-30 23:32:09 -05:00
Lance Edgar 9f65de2ba6 Update changelog 2023-08-30 22:08:50 -05:00
Lance Edgar f4267737c3 Let "new product" batch override type-2 UPC lookup behavior 2023-08-30 20:10:10 -05:00
Lance Edgar 74678882ee Update changelog 2023-08-29 22:21:20 -05:00
Lance Edgar 4e2125d613 Add support for "missing" credit in mobile receiving 2023-08-29 16:10:14 -05:00
Lance Edgar 12e4779093 Fairly massive overhaul of the Profile view; standardize tabs etc. 
much cleaner and more consistent interface now, between the main
ProfileInfo component, and various *Tab components

also cleaner interface between client-side JS and server view methods

to my knowledge this is complete and breaks nothing..we'll see!
 2023-08-28 20:43:31 -05:00
Lance Edgar 844c629a6a Fix profile history to show when a CustomerShopperHistory is deleted 2023-08-25 13:59:58 -05:00
Lance Edgar a40b44b6e3 Fix profile history to show when a CustomerShopperHistory is deleted 2023-08-25 10:41:20 -05:00
Lance Edgar bc8b5a8d32 Link to product record, for New Product batch row 
also fix a typo
 2023-08-25 09:08:33 -05:00
Lance Edgar 8be7dac33b Include shopper history from parent customer account perspective 
..right?  or should this be hidden? configurable etc.?
 2023-08-24 22:00:11 -05:00
Lance Edgar b2aea57da6 Auto-select text when editing costs for receiving 2023-08-18 15:04:52 -05:00
Lance Edgar a007606863 Declare "from PO" receiving workflow if applicable, in API 2023-08-17 18:12:42 -05:00
Lance Edgar 90075b3b65 When bulk-deleting, skip objects which are not "deletable" 
whatever that means in context
 2023-08-09 18:04:51 -05:00
Lance Edgar 4ecea891b3 Update changelog 2023-08-08 18:42:50 -05:00
Lance Edgar 845b5cda1a Fix custom cell click handlers in main buefy grid tables 
just used for editing catalog/invoice cost in receiving thus far..
 2023-08-08 18:06:22 -05:00
Lance Edgar f2915afda4 Fix HTML rendering for UOM choice options 
also avoid deprecated config methods
 2023-08-08 14:11:54 -05:00
Lance Edgar d504da19c5 Add common logic to validate employee reference field 2023-08-07 12:36:07 -05:00
Lance Edgar ec7b0cdda1 Update changelog 2023-08-03 22:42:34 -05:00
Lance Edgar 9f0cfc68c1 Make system key searchable for problem report grid 2023-08-02 21:59:52 -05:00
Lance Edgar 1f3b5a49c4 Update changelog 2023-07-15 19:32:04 -05:00
Lance Edgar a84bcf688b Tweak display options for tempmon probe readings graph 2023-07-07 17:56:45 -05:00
Lance Edgar 4729785b05 Show invoice number for each row in receiving 2023-07-07 17:19:08 -05:00
Lance Edgar 6b6e358dbe Update changelog 2023-07-07 15:38:08 -05:00
Lance Edgar 58f9b3ce2a Optimize "auto-receive" batch process 
disable versioning when doing "auto-receive" for a receiving batch
 2023-07-06 21:23:44 -05:00
Lance Edgar 8742a03e18 Update changelog 2023-07-03 09:52:42 -05:00
Lance Edgar 1be26b7f33 Allow "arbitrary" PO attachment to purchase batch 
for sake of other POS integration etc.
 2023-06-27 18:18:35 -05:00
Lance Edgar 08a75f6e9f Avoid deprecated product key field getter 2023-06-27 12:37:00 -05:00
Lance Edgar 8cc6def93e Update changelog 2023-06-20 17:06:54 -05:00
Lance Edgar 70ee784818 Include user "active" flag in profile view context 
whoops, missed that one..
 2023-06-20 17:06:20 -05:00
Lance Edgar 8932b51216 Update changelog 2023-06-20 11:54:09 -05:00
Lance Edgar 69bda79baf Turn on quickie person search for CustomerShopper views 
also set default sort for that grid
 2023-06-18 21:20:45 -05:00
Lance Edgar 214f3d9b1e Improve merge support for records with no uuid 
for now we "pretend" they have a uuid still, custom view is
responsible for determining the value for each row if needed
 2023-06-18 21:20:45 -05:00
Lance Edgar 58354e7adf Add views etc. for member equity payments 2023-06-18 21:20:40 -05:00
Lance Edgar aa5e44efb5 Update changelog 2023-06-17 18:12:30 -05:00
Lance Edgar 9572fbf584 Fix some things for viewing a member 2023-06-17 16:56:40 -05:00
Lance Edgar b6cb119e89 Remove unwanted revisions for CustomerPerson etc. 2023-06-17 16:50:39 -05:00
Lance Edgar 12eeb5df97 Add basic support for Person quickie lookup 
shows profile view if person is found
 2023-06-17 16:09:24 -05:00
Lance Edgar d77de76c97 Add support for Notes tab in profile view 2023-06-17 14:24:08 -05:00
Lance Edgar 105dab7a3d Tweak SimpleRequestMixin to not rely on response.data.ok 
instead just assume ok unless `response.data.error` is set
 2023-06-17 14:13:37 -05:00
Lance Edgar ba2b4bf12c Cleanup some wording in profile view template 2023-06-17 02:27:17 -05:00
Lance Edgar b1489c56e2 Add basic Shopper tab for profile view 2023-06-17 02:22:18 -05:00
Lance Edgar c601d46970 Update changelog 2023-06-16 22:22:03 -05:00
Lance Edgar 51cad13f5a Update usage of app handler per upstream changes 2023-06-16 22:15:52 -05:00
Lance Edgar 17ae06f9c1 Update changelog 2023-06-16 20:43:00 -05:00
Lance Edgar 5a03f5c23e Join the Person model for Customers grid differently based on config 2023-06-16 20:08:27 -05:00
Lance Edgar bf1726a52b Add users context data for profile view 
instead of using server-side data/logic for users tab
 2023-06-16 17:04:39 -05:00
Lance Edgar c1f72e0d11 Fix grid filter bug when switching from 'equal' to 'between' verbs 
and vice versa
 2023-06-16 12:21:51 -05:00
Lance Edgar c2227b306b Update changelog 2023-06-15 10:47:38 -05:00
Lance Edgar 961cf803f2 Prefer account holder, shoppers over legacy Customers.people 
but until all are migrated, support both
 2023-06-14 23:33:05 -05:00
Lance Edgar eab3b75ae5 Update changelog 2023-06-12 20:35:00 -05:00
Lance Edgar 92538b87ad Add master view for CustomerShopper 2023-06-11 20:52:24 -05:00
Lance Edgar 5f4d393db3 Change label for Member.person to "Account Holder" 
probably should rename table column etc. too but that can wait
 2023-06-11 15:42:14 -05:00
Lance Edgar edd5d49e36 Improve shoppers/people display for Customer tab in profile view 
also expose settings for people/clientele handlers
 2023-06-11 14:52:07 -05:00
Lance Edgar 0d52d554e7 Add options for grid results to link straight to Profile view 
probably should have done this a long time ago...
 2023-06-10 23:19:52 -05:00
Lance Edgar f1a8b8df7f Include version history for CustomerShopper, in profile view 2023-06-10 21:09:35 -05:00
Lance Edgar 9e1b83cbbe Let external customer link buttons be more dynamic, for profile view 
need to copy this pattern elsewhere yet i'm sure..
 2023-06-10 20:12:33 -05:00
Lance Edgar 40ae14bd7a Consider vendor catalog batch views "typical" 2023-06-10 18:59:53 -05:00
Lance Edgar e2b91dca23 Move "view history" and related buttons, for person profile view 
need those to be more front-and-center
 2023-06-10 14:22:21 -05:00
Lance Edgar 3fde80f991 Add basic support for exposing Customer.shoppers 
now there is a Shoppers field when viewing a Customer, unless
configured otherwise

also tweaked some logic for navigating Customer/Person relationships,
to handle implications of Shoppers being (maybe) present
 2023-06-07 20:57:30 -05:00
Lance Edgar afd5c3a5fd Update changelog 2023-06-06 19:29:47 -05:00
Lance Edgar cfdb492349 Add support for version history in person profile view 
yay, finally
 2023-06-06 16:37:58 -05:00
Lance Edgar 816e652357 Add basic support for membership types 2023-06-06 13:13:19 -05:00
Lance Edgar 027d44e04a Remove old/unused feedback templates 2023-06-06 11:57:20 -05:00
Lance Edgar c38dc8b842 Use *actual* current URL for user feedback msg 
was using current URL as of page load, but #hash can change after
that, e.g. on profile view
 2023-06-06 11:54:58 -05:00
Lance Edgar 0d97ff2936 Add support for "configured customer/member key" 
also improve product key support, same patterns
 2023-06-06 11:36:19 -05:00
Lance Edgar 9b59b44609 Add "touch" support for Members 2023-06-06 09:40:14 -05:00
Lance Edgar 6f02e1b18e Tweak logic for MasterView.get_action_route_kwargs() 
hopefully this improves default handling when model keys are
composite, and if we can confirm the "secondary" (previous) logic no
longer happens, then can remove that altogether..?
 2023-06-06 09:39:02 -05:00
Lance Edgar 488126b92c Add customer number filter for People grid 2023-06-05 20:18:57 -05:00
Lance Edgar 4318f03bd6 Add "typical" view config, for e.g. Theo and the like 
bring in all normal views for backoffice retail
 2023-06-05 20:18:40 -05:00
Lance Edgar 13ac33bb27 Update changelog 2023-06-02 14:19:53 -05:00
Lance Edgar 93b03c9562 Expose mail handler and template paths in email config page 2023-06-02 14:14:33 -05:00
Lance Edgar e1685231c2 Update changelog 2023-06-01 12:17:19 -05:00
Lance Edgar 90cb25446b Fix datasync consumer setting save logic 2023-06-01 11:37:26 -05:00
Lance Edgar fd2b290fd0 Save datasync config with new keys, per RattailConfiguration 2023-06-01 11:12:31 -05:00
Lance Edgar b4816c6289 Share some code for validating vendor field 
and add validation for new Ordering batch
 2023-05-30 13:25:20 -05:00
Lance Edgar b840ae7513 Update changelog 2023-05-25 12:21:04 -05:00
Lance Edgar 29767dfcfb Define essential views for API 2023-05-19 19:46:18 -05:00
Lance Edgar dd3f91cf0c Tweak byjove project generator form 2023-05-19 19:45:41 -05:00
Lance Edgar ae38e09d1b Avoid error when filter params not valid 2023-05-19 17:43:31 -05:00
Lance Edgar de13e48aa5 Expose basic way to send test email 
most of the mechanics of sending email could already be tested by
sending a "preview" email of any type, or e.g. via Feedback.  but it
seemed like the Configure Email Settings page should have a dedicated
way to test sending
 2023-05-19 17:16:19 -05:00
Lance Edgar 05bb3849a2 Prevent bug in upgrade diff for empty new version 
apparently this is quite the rare case..but can happen
 2023-05-18 19:57:05 -05:00
Lance Edgar af405cfd10 Update changelog 2023-05-18 13:51:59 -05:00
Lance Edgar 8d880fc9dd Add workaround for "share grid link" on insecure sites 2023-05-18 13:48:22 -05:00
Lance Edgar c18367739f Add initial swagger.json endpoint for API 
probably this needs more, but good enough to test with
 2023-05-16 23:34:48 -05:00
Lance Edgar 26a6a4d991 Update changelog 2023-05-16 17:33:55 -05:00
Lance Edgar 93bce57888 Prevent error in old product search logic 
when no POD image URL is configured
 2023-05-16 17:33:07 -05:00