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b8fea2c9ca
Added a job creation method from Sales Invoice
2025-12-23 20:55:52 -05:00
48431db7ee
Fixed a bug where Tasks weren't loading filtered by Job.
2025-12-23 17:27:16 -05:00
b2f77f2ca1
Added Job detail page with a datatable displaying all Tasks related to that Job.
2025-12-23 14:48:28 -05:00
49840b6c38
fix estimate table to view details redirect
Casey
2025-12-23 09:09:13 -06:00
9de586cf3c
install calendar
Casey
2025-12-23 08:58:33 -06:00
410671c397
Merge branch 'main' of https://githaven.org/CaWittMN08/custom_ui
2025-12-23 09:50:48 -05:00
3b2c78e4d4
The Jobs page now reads data from Projects List, click on a row and go to a detail page.
2025-12-23 09:50:33 -05:00
c842bcff12
sales order automation
Casey
2025-12-23 08:21:12 -06:00
b8c264f779
estimate handling, percentage discounts
Casey
2025-12-23 08:12:37 -06:00
9c837deb52
Added a rough and dirty Job page and the JS API methods for it.
2025-12-22 23:33:24 -05:00
d4240e0cc3
Fixed an issue with responsive UI related to setting the customer response.
2025-12-22 17:28:39 -05:00
d30fc77527
Added the Confirm Estimate reponse in the UI.
2025-12-22 16:35:03 -05:00
20a3517d7b
Shuffled the Calendar categories around, added the Company specific Calendars.
2025-12-22 07:41:12 -05:00
1195ad8d4a
Added appropriate dials to invoices page.
2025-12-20 23:41:41 -05:00
982b627c63
Added the Jobs Todos that Courtney asked for on the Jobs page.
2025-12-20 23:41:15 -05:00
0fc4e58543
Moved Charts to Estimates page from Clients page.
2025-12-20 23:40:24 -05:00
176d9c7e7b
Added the 15 Day Follow up Chart
2025-12-20 23:39:50 -05:00
2034842d26
Removed the todo charts from Client to move them to other pages.
2025-12-20 23:39:01 -05:00
276e6fd3c7
Styling to help the todo list cards fit the overall sytle better.
2025-12-20 16:55:33 -05:00
1d77aa5dcf
Swapped Map and History card locations so that the map is near the Address information.
2025-12-20 16:54:46 -05:00
572946087f
Removed unused CSS classes.
2025-12-20 15:25:49 -05:00
056ee4a2ae
Removed redundant History tab, now that history lives in the overview.
2025-12-20 15:25:22 -05:00
290998da96
Moved cards to our card implementation.
2025-12-20 15:24:39 -05:00
25f6d73fc7
Merge branch 'main' of https://githaven.org/CaWittMN08/custom_ui
2025-12-20 14:54:48 -05:00
6d9342a970
Shrank Cards on the Dashboard. Implemented own Card as well.
2025-12-20 14:54:07 -05:00
9c9050c558
add sales order generation functionality
Casey
2025-12-19 16:58:38 -06:00
796b835c08
Added a Balances Overview and Added an Add New Button to client communication history Card.
2025-12-16 15:59:36 -05:00
b802dcd20a
Added placeholder History Card to CRM Overview.
2025-12-16 15:35:21 -05:00
73f4b3b97a
fix address map
Casey
2025-12-16 11:57:37 -06:00
3c75ba975e
update mapping of data return for a lead
Casey
2025-12-16 10:26:58 -06:00
7e397c2eab
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
e9cf1f91c4
update mapping of data return for a lead
Casey
2025-12-16 10:26:58 -06:00
e7a6bd8ed2
update mapping of data return for a lead
Casey
2025-12-16 10:26:58 -06:00
948c0b07a4
fix client query
Casey
2025-12-16 08:43:11 -06:00
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
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
Casey
2025-12-16 06:45:50 -06:00
011080e0f8
Added the TodoCharts to the main Clients page as well.
2025-12-15 19:50:40 -05:00
d154c28ed2
Added a TodoChart component, adding a reactive Todo/Completed items tracker.
2025-12-15 19:39:54 -05:00
d4545d753a
fix client creation
Casey
2025-12-13 10:14:08 -06:00
0c1bb52f1b
fix client creation
Casey
2025-12-13 08:23:03 -06:00
0d7976b140
lead/customer backend
Casey
2025-12-12 16:09:03 -06:00
ae5cb23e6e
lead/customer logic for new client in backend
Casey
2025-12-12 15:55:26 -06:00
0c55c9996f
add theme store and input, update some components to use theme
Casey
2025-12-12 14:21:42 -06:00
43c205e577
fix button link
Casey
2025-12-12 08:06:11 -06:00
440381265c
updated calendar to be tabular, moved bid schedule there, started client view refactoring
Casey
2025-12-12 08:03:48 -06:00
c5c5ffb0fb
lookup focus functionality in client table view
Casey
2025-12-11 16:31:43 -06:00
a01f72bbc1
fix sidebar speed dial buttons
Casey
2025-12-11 15:18:27 -06:00
080d9ff1b4
Refactored onsite meeting to bids all over the codebase.
2025-12-10 10:25:37 -05:00
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
Casey
2025-12-09 16:38:58 -06:00
02c48e6108
update doctype workflows and events for Sales Order creation from Quotation
Casey
2025-12-08 16:58:16 -06:00
483942d2ca
log body
Casey
2025-12-03 14:55:25 -06:00
2473bdfe89
fixed empty email body
Casey
2025-12-03 14:54:46 -06:00
fa9d64bb1a
update events
Casey
2025-12-03 11:55:57 -06:00
041e9f5461
email
Casey
2025-12-03 11:51:59 -06:00
07c1181d6e
update js inject file to bust caching
Casey
2025-12-03 07:15:58 -06:00
4b55d8790e
revert family member change
Casey
2025-12-02 16:54:15 -06:00
84016e797e
family member bug fix
Casey
2025-12-02 16:51:13 -06:00
fe46f18d60
update bugs
Casey
2025-12-02 16:39:10 -06:00
520e239741
Added button and modal for sending estimates, functionality still to come.
2025-12-02 16:01:52 -05:00
60747a8766
Style changes so that icons are visible.
2025-12-02 15:07:02 -05:00
8256af1ffd
Added color handling for Invoice status-buttons.
2025-12-02 14:01:36 -05:00
f2bfdbebf5
Added stub for handling status button clicks for invoices.
2025-12-02 14:00:46 -05:00
a4022a8920
Added rudimentary currency rendering for grand total.
2025-12-02 14:00:08 -05:00
0663cd2d8c
estimate view
Casey
2025-12-02 12:27:58 -06:00
7c738ef9f9
Removed warning Toast for Invoices Data Table.
2025-12-02 13:23:09 -05:00
69c96d1898
Added an Invoice List Page.
2025-12-02 13:18:43 -05:00
77fce34c05
switch non-working features to have notifications
Casey
2025-12-02 09:58:29 -06:00
0bad4dbc95
Began implementation of the send estimate feature.
2025-12-01 16:35:21 -05:00
cd89156ca0
Updated estimate creation notifications to use the error and success notifications correctly.
2025-12-01 14:30:47 -05:00
2ac06d8532
Further merge conflicts.
2025-12-01 13:33:48 -05:00
3fa8b1ce99
Fixed merge conflict.
2025-12-01 13:15:40 -05:00
c35689aaf8
estimate
Casey Wittrock
2025-11-26 17:07:53 -06:00
afa161a0cf
create estimate
Casey Wittrock
2025-11-26 16:47:53 -06:00
2ea20a86e3
client creation bug fixes
Casey Wittrock
2025-11-25 08:03:46 -06:00
cb33d0c3b3
get create client working
Casey Wittrock
2025-11-25 06:22:44 -06:00
4a3576168a
update sidebar
Casey Wittrock
2025-11-24 10:49:35 -06:00
a1e9de489d
Added the functional Estimates page showing the list of estimates in the system.
2025-11-24 21:44:54 -05:00
888b135fe0
Fixed redirect to new client page.
2025-11-21 15:21:43 -05:00
03a230b8f7
big updates
Casey Wittrock
2025-11-21 12:29:31 -06:00
34f2c110d6
build out client page, edit functionality, create functionality, data massager
Casey Wittrock
2025-11-19 22:25:16 -06:00
f510645a31
Began adding UI to client detail page.
2025-11-17 11:50:17 -05:00
0b280cec8e
add query for client details
Casey Wittrock
2025-11-13 15:17:43 -06:00
172927e069
add changes
Casey Wittrock
2025-11-12 15:26:39 -06:00
1af288aa62
add notifiaction handling, error handling
Casey Wittrock
2025-11-12 15:13:49 -06:00
ce708f5209
clean up api utils
Casey Wittrock
2025-11-12 10:47:48 -06:00
b087ea673e
clean up db method files
Casey Wittrock
2025-11-12 10:25:41 -06:00
a675af5cf8
fix count filtering with or statements
Casey Wittrock
2025-11-12 09:00:11 -06:00
19369cd21f
update to make customer to bill primary
Casey Wittrock
2025-11-12 07:06:43 -06:00
3b86ed0ee7
fix filtering and sorting
Casey Wittrock
2025-11-12 07:01:26 -06:00
ba507f8e6a
Added tabs to Client detail page.
2025-11-11 20:41:13 -05:00
254cbf37a1
remove export button for now
Casey Wittrock
2025-11-11 13:00:34 -06:00
10cda824e8
fix data table
Casey Wittrock
2025-11-11 12:40:47 -06:00
8fa55bea70
Added Customer Name column to the Client's page and included the ability to search/filter based on it.
2025-11-11 15:32:34 -05:00
4e1fbeefea
fix path params
Casey Wittrock
2025-11-11 11:43:04 -06:00
f44bbbe7d4
template client page
Casey Wittrock
2025-11-11 11:28:32 -06:00
df1df3f882
add table actions to datatable, client page, start writing db method for clients
Casey Wittrock
2025-11-11 09:50:23 -06:00
a67e86af44
add scripts for doctype changes
Casey Wittrock
2025-11-10 09:51:01 -06:00
80aae6f09b
attempt chart component
Casey Wittrock
2025-11-07 19:05:11 -06:00
rocketdebris
Casey