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Author SHA1 Message Date
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