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
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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
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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
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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
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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
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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
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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
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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
