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89 commits

Author SHA1 Message Date
Lance Edgar c5bd40793b Fix HUD display when toggling employee status in profile view 2022-12-23 19:06:05 -06:00
Lance Edgar f8f6b76657 Add xref buttons for Customer, Member tabs in profile view 2022-12-10 09:48:22 -06:00
Lance Edgar 9b101963e5 Use people handler to update address 2022-10-18 10:55:47 -05:00
Lance Edgar f005ef4d52 Add max lengths when editing person name via profile view 2022-08-25 22:15:56 -05:00
Lance Edgar 409a49ba20 Standardize merge logic when a handler is defined for it 
also adds basic merge support for products view
 2022-08-12 14:27:26 -05:00
Lance Edgar a28a801a62 Update some more view config syntax 
some common ones used by a particular app..
 2022-03-04 12:32:28 -06:00
Lance Edgar 90cc8e5370 Fix dynamic content title for "view profile" page 2021-11-08 20:17:07 -06:00
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 a919bfb6c5 Simplify template context customization for view_profile_buefy 2021-10-07 21:13:59 -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 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 9365dd7b1a Add way to update Employee ID from profile view 2021-09-22 18:29:30 -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 ac133ce830 Expose "merge request tracking" feature for People data 
more to come i'm sure, but this covers the basics
 2021-08-19 18:11:15 -05:00
Lance Edgar cf32d4235e Move "merge 2 people" logic into People Handler 
view now delegates to handler, which lives in the rattail package
 2021-08-18 19:21:21 -05:00
Lance Edgar 8f69b07ee2 Fix bug when editing a Person 2021-02-04 16:44:47 -06:00
Lance Edgar 708641a8f1 Purge things for legacy (jquery) mobile, and unused template themes 
gosh it feels good to get rid of this stuff...  fingers crossed that nothing
was broken, but am thinking it's safe
 2021-01-30 15:52:47 -06:00
Lance Edgar 719e7c8441 Normalize naming of all traditional master views 
such names should never use plural forms.  for now what plural forms were
previously in use, should still work.  ideally can remove those at some point
 2021-01-28 16:32:25 -06:00
Lance Edgar fb7a572519 Use "People Handler" to update names, when editing person or user 2021-01-28 14:34:18 -06:00
Lance Edgar 42eb72422d Add very basic support for merging 2 People 
this is not very complete, but was enough for what i needed at the moment.
almost seems like incomplete feature may be worse than none at all?  but then
again some sort of default starting point is nice i guess...
 2020-12-07 11:40:26 -06:00
Lance Edgar 2ad0223e9a Add the "Employee Status" filter to People grid 2020-12-02 14:03:19 -06:00
Lance Edgar e5d5850327 Add "generic" Employee tab feature, for profile view 
i.e. this now exposes a way to begin/end employment status for a person, and
invokes the "employment handler" accordingly
 2020-11-30 18:56:06 -06:00
Lance Edgar 24cc4b4272 Change how we protect certain person, employee records 2020-09-23 16:39:44 -05:00
Lance Edgar 0ea4b98b1f Expose more Member data, relationships with Customer, Person 2020-03-18 13:15:11 -05:00
Lance Edgar 72796d1e04 Expose new Member.number field 2020-03-18 12:29:18 -05:00
Lance Edgar 970b5871e5 Add/improve various display of Member data 2020-03-18 11:27:58 -05:00
Lance Edgar 8ac0bb2334 Expose default email address, phone number when editing a Person 2020-03-17 18:50:07 -05:00
Lance Edgar 60157abd46 Allow customization for Customers tab of Profile view 
more tabs to come, this was all i needed for now
 2020-03-17 12:38:49 -05:00
Lance Edgar 907a356bea Add support for "bulk-delete" of Person table 2020-03-16 17:47:06 -05:00
Lance Edgar d72f61a98d Make sure all contact info is "touched" when touching person record 2020-03-11 13:30:04 -05:00
Lance Edgar 6d929dd95a Fix how we fetch employee history, for profile view 2020-02-28 13:10:25 -06:00
Lance Edgar 9fe585bede Fix permissions for add/edit/delete notes from people profile view 2019-10-15 16:12:56 -05:00
Lance Edgar a49d107a82 Provide today's date as context for profile view 2019-08-11 17:30:08 -05:00
Lance Edgar 1bb0330ab5 Refactory Buefy templates to use WholePage and ThisPage components 
plus add `GridFilter.set_choices()` method
 2019-08-03 16:57:13 -05:00
Lance Edgar c64fca852c Allow "touch" for Person records 2019-08-02 11:30:46 -05:00
Lance Edgar b07365b487 Add perm for editing employee history from profile view 2019-07-23 13:12:36 -05:00
Lance Edgar dd773d4e5e Send URL for viewing employee, along to profile page template 2019-07-11 15:17:25 -05:00
Lance Edgar aeaef04fac Add convenience method for gathering employee history context data 
so we can reuse that for returning JSON from various views
 2019-07-11 14:01:22 -05:00
Lance Edgar 8c2287a1e8 Add custom permissions for People "profile" view 
this whole thing needs some polishing yet...
 2019-07-11 14:01:00 -05:00
Lance Edgar fa825da404 Include employee history data in context for "view profile" 2019-07-10 22:58:05 -05:00
Lance Edgar 975aa0a3cc Only expose "Make User" button when viewing a person 
i.e. don't expose when editing the person
 2019-06-18 16:54:05 -05:00
Lance Edgar 4ce695d933 Make person, created by fields readonly when editing Person Note 2019-06-14 20:47:16 -05:00
Lance Edgar 1ee76878d9 Various things to support "notes management" from person profile view 2019-06-06 13:49:59 -05:00
Lance Edgar 6749604210 Add a generic "user" field renderer to master view 
and use it for PersonNote view
 2019-06-05 16:04:14 -05:00
Lance Edgar 40ab3cda9c Initial support for adding new PersonNote from profile view 2019-06-04 19:23:27 -05:00
Lance Edgar eea3f671af Add basic Buefy support for "Make User" button when viewing Person 
this still relies on jQuery for now, but has Buefy styles at least...
 2019-05-22 10:34:03 -05:00
Lance Edgar 6ea4d9c413 Add default sort for PersonNote grid 2019-05-15 15:34:32 -05:00
Lance Edgar e6301f0d06 Add basic master view for PersonNote data model 2019-05-14 15:59:57 -05:00
Lance Edgar 4c4cefde6d Add basic Buefy support for full "profile" view for Person 2019-05-04 03:19:40 -05:00