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2671 commits

Author SHA1 Message Date
Lance Edgar f687078bbf Update changelog 2021-12-07 16:19:32 -06:00
Lance Edgar 6fc666e221 Fix form ref bug, for batch execution 2021-12-07 16:18:56 -06:00
Lance Edgar 095afcde24 Update changelog 2021-12-07 13:19:18 -06:00
Lance Edgar 1353f6ed3c Bugfix 2021-12-07 12:09:43 -06:00
Lance Edgar a7c6380a3a Update changelog 2021-12-07 11:36:46 -06:00
Lance Edgar 5a4abbb163 When viewing report output, show params as proper buefy table 
plus couple of other random tweaks
 2021-12-07 11:28:23 -06:00
Lance Edgar 092f1cda0c Honor "safe for web app" flags for import/export handlers 2021-12-06 21:29:33 -06:00
Lance Edgar cc4b2278e7 OMG a ridiculous commit to overhaul import handler config etc. 
- add `MasterView.configurable` concept, `/configure.mako` template
- add new master view for DataSync Threads (needs content)
- tweak view config for DataSync Changes accordingly
- update the Configure DataSync page per `configurable` concept
- add new Configure Import/Export page, per `configurable`
- add basic views for Raw Permissions
 2021-12-06 20:04:34 -06:00
Lance Edgar 282185c5af Add basic import/export handler views, tool to run jobs 2021-12-05 17:23:11 -06:00
Lance Edgar 95da490f9a Update changelog 2021-12-03 09:44:20 -06:00
Lance Edgar 760fbc57bc Expose the Sale Price and TPR Price for product views 
in addition to Current Price
 2021-12-02 14:40:51 -06:00
Lance Edgar 47f6c941ec Update changelog 2021-11-29 21:03:20 -06:00
Lance Edgar 4229798c7b Add button to remove all datasync settings from DB 
seems useful for someone testing, as prep to make the switch
 2021-11-29 19:28:07 -06:00
Lance Edgar 8aff5d519d Add page for configuring datasync 
experimental! until proven worthy..
 2021-11-29 17:23:01 -06:00
Lance Edgar bb0666b77d Update changelog 2021-11-28 10:59:55 -06:00
Lance Edgar dbd00291b3 Add simple search filters for past items dialog in new custorder 2021-11-27 19:47:02 -06:00
Lance Edgar c1f9190613 Show current/sale pricing for products in new custorder page 2021-11-27 19:08:15 -06:00
Lance Edgar ce354d5bc3 Update changelog 2021-11-25 19:01:35 -06:00
Lance Edgar b9037111a4 Don't use multi-select for new report in buefy themes 
also let app handler fetch the report handler
 2021-11-25 18:56:28 -06:00
Lance Edgar 03dad82663 Add basic support for receiving from PO with invoice 2021-11-25 16:50:13 -06:00
Lance Edgar e8828efae3 Update changelog 2021-11-17 15:12:54 -06:00
Lance Edgar b8f1b7bd84 Show ordered quantity when viewing costing batch row 2021-11-17 14:57:10 -06:00
Lance Edgar 0fa888efaf Fix bug when product has empty suggested price 2021-11-16 17:23:56 -06:00
Lance Edgar f385aab44a Update changelog 2021-11-14 13:27:13 -06:00
Lance Edgar a7b91b5b31 Expose the "sync users" flag for Roles 2021-11-13 15:05:45 -06:00
Lance Edgar 901dacf038 Update changelog 2021-11-11 18:38:44 -06:00
Lance Edgar 426ba0ea34 Fix "download results" support for Products 
it is not enabled by default, but still should work when it is
 2021-11-11 17:42:59 -06:00
Lance Edgar 3a10a4bcb7 Improve error handling when executing a custorder batch 2021-11-11 13:37:10 -06:00
Lance Edgar 6e15d59a84 Update changelog 2021-11-11 12:31:42 -06:00
Lance Edgar f1fd003dca Add permission for viewing "all" employees 
previously we showed all if user had "edit" perm
 2021-11-11 12:30:00 -06:00
Lance Edgar 1ceb1e4434 Update changelog 2021-11-11 12:11:24 -06:00
Lance Edgar 5f9d311cdb Add views for PendingProduct model; also DepartmentWidget 2021-11-10 12:39:51 -06:00
Lance Edgar 7630f504b0 Add initial VersionMasterView 
for those times when you just need to expose a version table directly
 2021-11-09 17:20:53 -06:00
Lance Edgar e7871380a9 Add "true margin" to products XLSX export 2021-11-09 15:49:42 -06:00
Lance Edgar 85166d5beb Update changelog 2021-11-09 11:51:21 -06:00
Lance Edgar 90cc8e5370 Fix dynamic content title for "view profile" page 2021-11-08 20:17:07 -06:00
Lance Edgar a12318246f Update changelog 2021-11-08 18:33:19 -06:00
Lance Edgar eb28fc2e3c Fall back to empty string for product regular price 
i think this avoids a bug when a product has no regular price but does
have a current price
 2021-11-08 13:15:10 -06:00
Lance Edgar fec7c3b3ee Cleanup grid columns for receiving batches 2021-11-07 18:10:28 -06:00
Lance Edgar 23d38604c4 Let handler restrict available invoice parser options 2021-11-07 17:10:33 -06:00
Lance Edgar 67c1adcc75 Tweak how we fetch invoice parser 
per changes in rattail
 2021-11-07 14:12:06 -06:00
Lance Edgar 3990854d42 Fix product URL for a new custorder scenario 2021-11-06 20:31:55 -05:00
Lance Edgar 5d875bc731 Let user "add past product" when making new custorder 2021-11-06 20:00:54 -05:00
Lance Edgar ddb05afe6b Auto-select Quantity tab when editing item for new custorder 
also be a little smarter on error when user selects an item
 2021-11-06 17:56:35 -05:00
Lance Edgar 43bbc2a29e Show some more product attributes in custorder item selection popup 2021-11-06 17:37:05 -05:00
Lance Edgar 7a5ba0503a Use products handler to get image URL 2021-11-06 17:36:19 -05:00
Lance Edgar 28e9085249 Update changelog 2021-11-05 18:45:45 -05:00
Lance Edgar 5ff57ae7d2 Add link to download generic template for vendor catalog batch 
also let config restrict which parsers are "supported"

and auto-choose parser if there is only one
 2021-11-05 18:40:46 -05:00
Lance Edgar df8778f85d Add render_brand() method for MasterView 2021-11-05 15:11:30 -05:00
Lance Edgar 2be1d12116 Make separate method for writing results XLSX file 
so subclass can customize
 2021-11-05 15:11:07 -05:00
Lance Edgar eb76d868ca Update changelog 2021-11-04 21:25:32 -05:00
Lance Edgar b34d88d704 Avoid exposing batch params when creating a batch 
not sure how this never came up until now..?
 2021-11-04 21:20:42 -05:00
Lance Edgar 0758ca09e6 Show unit price in line items grid for new custorder 
maybe should change this to show "base price" (unit *or* case
depending on the row uom) ?
 2021-11-03 20:54:46 -05:00
Lance Edgar 1bdb845032 Honor the "product price may be questionable" flag for new custorder 
i.e. don't expose the per-item flag unless *that* flag is set
 2021-11-03 20:20:22 -05:00
Lance Edgar 4d33e3dcbe Move some custorder logic to handler; allow force-swap of product selection 2021-11-03 19:19:20 -05:00
Lance Edgar b0fa559760 Fix product view page when user cannot view version history 2021-11-03 18:30:16 -05:00
Lance Edgar 8a378317c0 Try to prevent caching for any /index (grid) page 
if this works, maybe also should do it for /view since that can have a
rows grid?
 2021-11-03 18:15:13 -05:00
Lance Edgar a6b7056f2a Update changelog 2021-11-03 16:49:04 -05:00
Lance Edgar 9fef4c2601 Fix the Department filter for Products grid, for jquery themes 
ugh jquery
 2021-11-03 16:47:55 -05:00
Lance Edgar 209b4b4de3 Update changelog 2021-11-02 11:15:44 -05:00
Lance Edgar 7651efff9d Highlight "cannot calculate price" rows for new product batch 2021-10-31 11:56:46 -05:00
Lance Edgar 7b5e2d17f3 Omit "edit" link unless user has perm, for Customer "people" subgrid 2021-10-28 19:00:56 -05:00
Lance Edgar 4dfc29768c Improve validation for Person field of User form 
otherwise if user enters e.g. "John Doe" but does *not* select an
autocomplete result, then "John Doe" will be submitted as-is to the
server, which then tried to write that directly to
``users.person_uuid`` column in the DB, resulting in error
 2021-10-28 18:55:28 -05:00
Lance Edgar 2d87ce5c29 Highlight the "did not receive" rows for purchase batch 
also add some row grid links
 2021-10-22 21:53:46 -05:00
Lance Edgar 2d0a922cff Show case qty by default for costing batch rows 2021-10-22 21:24:08 -05:00
Lance Edgar a553a26644 Optionally set the sticky-header attribute for main buefy grids 
should affect the 'index' and 'view' (with rows) but i don't think any
other pages will get this..?
 2021-10-22 21:04:39 -05:00
Lance Edgar 4a383709bd Update changelog 2021-10-20 16:15:19 -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 52fbe73893 Overhaul the autocomplete component, for sake of new custorder 
turns out we had some issues with our understanding of how that all
was supposed to work.  this seems to be much cleaner and even
semi-documented :)
 2021-10-16 15:37:23 -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 1b33c8a2b7 Update changelog 2021-10-14 14:22:07 -04:00
Lance Edgar dd6c9cc8ce Misc. tweaks for users, roles 2021-10-14 14:18:36 -04:00
Lance Edgar d61fa7b6b9 Update changelog 2021-10-14 12:12:10 -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 80589cde2f Cleanup form display a bit, for App Settings 2021-10-13 17:29:41 -04:00
Lance Edgar 1463c09385 Update changelog 2021-10-13 12:19:49 -04:00
Lance Edgar e3cad91be0 Leverage the auth handler for main user login 2021-10-12 18:22:04 -04:00
Lance Edgar aeace0c7cf Add debounce() wrapper for buefy autocomplete 
per docs, although was not very clear "which" debounce i needed, this
one at least works without errors..

hoping this fixes some page performance issues when tailbone
autocomplete component is present
 2021-10-12 14:17:10 -04:00
Lance Edgar 20492410ad Update changelog 2021-10-11 21:58:18 -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 ffb33d00c8 Fix some phone/email bugs for new custorder page 2021-10-10 20:21:41 -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 ce969306f7 Update changelog 2021-10-10 18:42:46 -04:00
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 
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 
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 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 
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 
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 
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 
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 
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
Lance Edgar d295cf04af Allow setting the "exclusive" sequence of grid filters 
i.e. let caller specify that any not included, should be omitted
 2021-09-19 18:36:25 -05:00
Lance Edgar 2188e91fae Update changelog 2021-09-16 11:10:21 -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 7e0713e22b Update changelog 2021-09-12 19:14:52 -05:00
Lance Edgar 25c1ae3c41 Add way to customize product autocomplete for new custorder 2021-09-09 19:15:08 -05:00
Lance Edgar 177286533d Update changelog 2021-09-09 17:22:00 -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 1ce60821bd Update changelog 2021-09-09 16:23:27 -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 82e730c18e Add the Grid.remove() method, deprecate hide_column() etc. 
this is more clear, and aligns with how Form works
 2021-09-08 14:33:40 -05:00
Lance Edgar 4474f30718 Allow override of "create" permission in API 2021-09-03 18:26:55 -05:00
Lance Edgar fa700d53ad Add /people API endpoint; allow for "native sort" 2021-09-03 16:26:15 -05:00