121 Commits

Author SHA1 Message Date
e9cf1f91c4 update mapping of data return for a lead 2025-12-16 11:16:21 -06:00
e7a6bd8ed2 update mapping of data return for a lead 2025-12-16 10:52:52 -06:00
948c0b07a4 fix client query 2025-12-16 10:51:18 -06:00
rocketdebris
b86d9a8861 Styling changes to the CRM page. More in-line with LMN. Removed Status Buttons, moved some information around to be more cohesive. 2025-12-16 10:39:04 -05:00
rocketdebris
e508f265a1 Added Client Type column to the CRM table. Removed unwanted Status Buttons. 2025-12-16 09:08:13 -05:00
1a837ffcfc update sidebar layout, update theme, update client table data 2025-12-16 06:45:50 -06:00
rocketdebris
011080e0f8 Added the TodoCharts to the main Clients page as well. 2025-12-15 19:50:40 -05:00
rocketdebris
d154c28ed2 Added a TodoChart component, adding a reactive Todo/Completed items tracker. 2025-12-15 19:39:54 -05:00
d4545d753a fix client creation 2025-12-13 10:14:08 -06:00
0c1bb52f1b fix client creation 2025-12-13 08:23:03 -06:00
0d7976b140 lead/customer backend 2025-12-12 16:09:03 -06:00
ae5cb23e6e lead/customer logic for new client in backend 2025-12-12 15:55:26 -06:00
0c55c9996f add theme store and input, update some components to use theme 2025-12-12 14:21:42 -06:00
43c205e577 fix button link 2025-12-12 08:06:11 -06:00
440381265c updated calendar to be tabular, moved bid schedule there, started client view refactoring 2025-12-12 08:03:48 -06:00
c5c5ffb0fb lookup focus functionality in client table view 2025-12-11 16:31:43 -06:00
a01f72bbc1 fix sidebar speed dial buttons 2025-12-11 15:18:27 -06:00
rocketdebris
080d9ff1b4 Refactored onsite meeting to bids all over the codebase. 2025-12-10 10:25:37 -05:00
rocketdebris
6e2535763f Added the Customer/Property Lookup buttons to the sidebar, renamed On-Site Meetings to Bids and added the Note to Create New Menu. 2025-12-10 10:10:41 -05:00
8ed083fce1 lots of updates 2025-12-09 16:38:58 -06:00
02c48e6108 update doctype workflows and events for Sales Order creation from Quotation 2025-12-08 16:58:16 -06:00
483942d2ca log body 2025-12-03 14:55:25 -06:00
2473bdfe89 fixed empty email body 2025-12-03 14:54:46 -06:00
fa9d64bb1a update events 2025-12-03 11:55:57 -06:00
041e9f5461 email 2025-12-03 11:51:59 -06:00
07c1181d6e update js inject file to bust caching 2025-12-03 07:15:58 -06:00
4b55d8790e revert family member change 2025-12-02 16:54:15 -06:00
84016e797e family member bug fix 2025-12-02 16:51:13 -06:00
fe46f18d60 update bugs 2025-12-02 16:39:10 -06:00
rocketdebris
520e239741 Added button and modal for sending estimates, functionality still to come. 2025-12-02 16:01:52 -05:00
rocketdebris
60747a8766 Style changes so that icons are visible. 2025-12-02 15:07:02 -05:00
rocketdebris
8256af1ffd Added color handling for Invoice status-buttons. 2025-12-02 14:02:01 -05:00
rocketdebris
f2bfdbebf5 Added stub for handling status button clicks for invoices. 2025-12-02 14:02:01 -05:00
rocketdebris
a4022a8920 Added rudimentary currency rendering for grand total. 2025-12-02 14:02:01 -05:00
0663cd2d8c estimate view 2025-12-02 12:28:05 -06:00
rocketdebris
7c738ef9f9 Removed warning Toast for Invoices Data Table. 2025-12-02 13:23:09 -05:00
rocketdebris
69c96d1898 Added an Invoice List Page. 2025-12-02 13:18:43 -05:00
77fce34c05 switch non-working features to have notifications 2025-12-02 09:58:29 -06:00
rocketdebris
0bad4dbc95 Began implementation of the send estimate feature. 2025-12-01 16:35:21 -05:00
rocketdebris
cd89156ca0 Updated estimate creation notifications to use the error and success notifications correctly. 2025-12-01 14:30:47 -05:00
rocketdebris
2ac06d8532 Further merge conflicts. 2025-12-01 13:33:48 -05:00
rocketdebris
3fa8b1ce99 Fixed merge conflict. 2025-12-01 13:15:40 -05:00
c35689aaf8 estimate 2025-11-26 17:07:53 -06:00
afa161a0cf create estimate 2025-11-26 16:47:53 -06:00
2ea20a86e3 client creation bug fixes 2025-11-25 08:03:46 -06:00
cb33d0c3b3 get create client working 2025-11-25 06:22:55 -06:00
4a3576168a update sidebar 2025-11-25 06:22:55 -06:00
rocketdebris
a1e9de489d Added the functional Estimates page showing the list of estimates in the system. 2025-11-24 21:44:54 -05:00
rocketdebris
888b135fe0 Fixed redirect to new client page. 2025-11-21 15:21:43 -05:00
03a230b8f7 big updates 2025-11-21 12:29:31 -06:00