rattail/tailbone
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1712 commits

Author SHA1 Message Date
Lance Edgar
2d0a922cff Show case qty by default for costing batch rows 2021-10-22 21:24:08 -05:00
Lance Edgar
8d16a5f110 Clean up the product selection UI for new custorder 
still needs some work but this is much better, more like the customer
selection now w/ "multi-faceted" autocomplete
 2021-10-20 07:26:05 -05:00
Lance Edgar
8b044dbb22 Add basic "price needs confirmation" support for custorder 2021-10-18 18:28:28 -05:00
Lance Edgar
93b752f436 Invoke handler when adding new item to custorder batch 2021-10-17 18:07:57 -04:00
Lance Edgar
87374d5647 Fix auth handler reference bug 2021-10-17 17:29:26 -04:00
Lance Edgar
ab33b49218 Improve "refresh contact", show new fields in green for custorder 
only showing new "customer" fields in green so far
 2021-10-17 17:28:28 -04:00
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