9e2e86cead
feat(statements): add Customer list "Generate Statements" button
...
Register doctype_list_js for Customer and add customer_list.js, which
lists customers with overdue invoices in a selection dialog (checkbox
table + select-all), then calls generate_statements and opens the
printable, one-page-per-customer document in a new window.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-07-08 19:08:14 -04:00
75a9c9d154
feat(statements): statement builder + printable envelope template
...
Add get_statement_data (open invoices, aging buckets, totals, formatted
customer + company addresses) and generate_statements, which renders one
page per customer via a Jinja template and returns a printable HTML
document. Recipient window geometry (top:1.9in/left:1.125in) mirrors the
existing double-window print formats for #10 envelope compatibility; each
page uses page-break-after:always. Late fee is a zero placeholder here.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-07-08 19:04:47 -04:00
63bf0b68f5
feat(statements): add overdue-customers query API
...
Add ns_app/api/statements.py with get_customers_with_overdue_invoices
(one aggregated row per customer with overdue Sales Invoices) plus the
_get_outstanding_invoices / _aging_bucket helpers used to build the
per-customer statement.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com >
2026-07-08 19:01:03 -04:00
790d4d0e9d
Merge pull request 'main' ( #17 ) from main into production
...
Reviewed-on: #17
2026-06-15 14:14:35 +00:00
Ty Reynolds
4e0acde164
Added multiple invoice payment feature. Fixed autopay to run using security key.
2026-06-11 09:36:01 -04:00
Ty Reynolds
4ed575c18f
New double window print formats.
2026-06-10 08:20:17 -04:00
Ty Reynolds
5c5ff483a4
auto fill customer after customer creation for every doctype.
2026-06-04 10:01:33 -04:00
Ty Reynolds
7789d13584
Added some fail safes for inconsequential errors.
2026-05-27 13:19:12 -04:00
87f40e6b83
Merge pull request 'add autopay and fix customer entry form.' ( #13 ) from main into production
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Reviewed-on: #13
2026-05-18 15:27:57 +00:00
Ty Reynolds
8c4f1f753e
Finished sign up for auto pay feature from pay invoice form. Also, added a doc file for the payment flow.
2026-05-15 13:47:35 -04:00
Ty Reynolds
d45e7cbbe1
New invoice print format for new envelopes.
2026-05-11 15:40:04 -04:00
Ty Reynolds
f70c9a9321
Fixed integration error from update.
2026-05-11 08:28:01 -04:00
61ac7f563c
Merge pull request 'update customer quick entry form and field descriptions' ( #12 ) from main into production
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Reviewed-on: #12
2026-05-07 23:47:50 +00:00
Ty Reynolds
8a4a4b7542
Added field descriptions for acessability mode on customer quick entry form.
2026-05-07 13:04:53 -04:00
Ty Reynolds
f03fa451d0
Fixed customer quick entry rollback error.
2026-05-07 11:46:08 -04:00
f89a672334
Merge pull request 'Added route options to monitor and auto populate fields based off where the quick entry form was spawned from.' ( #9 ) from main into production
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Reviewed-on: #9
2026-05-06 09:29:44 +00:00
0aef470e00
Merge branch 'production' into main
2026-05-06 09:28:52 +00:00
Ty Reynolds
b11c75c336
Added route options to monitor and auto populate fields based off where the quick entry form was spawned from.
2026-05-05 08:11:16 -04:00
47f795229a
Merge pull request 'Removed duplicate name check.' ( #7 ) from main into production
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Reviewed-on: #7
2026-05-04 18:08:36 +00:00
Ty Reynolds
74d3d7f5c1
Removed duplicate name check.
2026-05-04 13:59:05 -04:00
81fa907f86
Merge pull request 'add additional commits' ( #6 ) from main into production
...
Reviewed-on: #6
2026-04-28 13:37:17 +00:00
Ty Reynolds
4cc7a2aa28
Read me.
2026-04-27 10:22:58 -04:00
Ty Reynolds
e0912a4c60
added missed import.
2026-04-24 11:45:00 -04:00
Ty Reynolds
e7e9fc96c2
Added feature toggle for the check box on custom form. Turned off at the moment so we can push to prod even though this feature is complete.
2026-04-14 09:40:36 -04:00
Ty Reynolds
cc44683972
Changed the opt in for auto pay to be a check box on thecustom form. Improves work flow and is more professional. Added this as checkbox under the zip code entry field. Did no testing on the logic yet.
2026-04-08 08:02:42 -04:00
Ty Reynolds
d082c59bc4
Fixed the Collect JS loading after first instance issue.
2026-03-24 08:38:32 -04:00
Ty Reynolds
ac51c2ce4e
Added card holder name and zip to manual payment form. Known bug for loading Collect.Js after 1st instance post cache clear. Working on a fix.
2026-03-23 13:24:59 -04:00
Ty Reynolds
bddbb35541
Sign up customer for autopay? feature when manual payment is ran. Version 1
2026-03-19 08:24:28 -04:00
Ty Reynolds
4e5b4e0a41
Version 1 of Collect.JS no autopay, invoice payment feature.
2026-03-18 15:59:03 -04:00
Ty Reynolds
1ef7e6968c
Updated logic for collect checkout to use Security Key.
2026-03-13 09:02:25 -04:00
Ty Reynolds
cd57206be1
added to the collect checkout logic.
2026-03-12 14:24:34 -04:00
Ty Reynolds
961504dd83
payment api updated and running, invoice print format updated.
2026-03-12 10:35:25 -04:00
Ty Reynolds
aefb2d4cc6
Finished Quick Entry
2026-02-13 10:59:38 -05:00
Ty Reynolds
4357ce7fcc
Updated invoice and autopay logic.
2026-02-10 08:42:57 -05:00
Ty Reynolds
75600fdbeb
Custom Quick entry version 1 done. Zip API done and Customer backend added.
2026-02-09 15:03:17 -05:00
Ty Reynolds
a636cdd9fa
Upgraded the autopay functions and finished up the iframe.
2026-02-02 08:08:00 -05:00
Ty Reynolds
22d514aa7b
Made date bold like the other item headers.
2026-01-29 10:06:35 -05:00
Ty Reynolds
143c9b98e6
updated conditional balance due color in invoice print format
2026-01-27 11:29:14 -05:00
Ty Reynolds
372167f6fd
updated quote print format
2026-01-22 09:41:05 -05:00
Ty Reynolds
5b70cd43fa
updated url in hooks.
2026-01-21 13:44:31 -05:00
Ty Reynolds
e3d0d24b04
Added and updated autopay logic
2026-01-21 10:28:22 -05:00
Ty Reynolds
69f7b2fd72
Fixed the hooks for the print format.
2026-01-20 15:15:28 -05:00
Ty Reynolds
113aeda82f
Add Quotation print format and updated the Invoice and Sales Order
2026-01-20 11:48:51 -05:00
Ty Reynolds
782a88168c
Invoice no Autopay function updated.
2026-01-16 08:33:07 -05:00
Ty Reynolds
8efe79fb66
Invoice and Sales Order print format updated.
2026-01-15 10:02:52 -05:00
Ty Reynolds
bb60e17770
Invoice print format updated and Sales Order print format added.
2026-01-15 08:38:20 -05:00
Ty Reynolds
eee74501cd
Invoice print format added.
2026-01-14 10:15:27 -05:00
Ty Reynolds
f871334fb4
Autopay api logic prototype.
2026-01-13 11:10:35 -05:00
Ty Reynolds
1aa5bf9d1d
Autofill on ZIP for Customer Quick Entry changes
2026-01-12 13:53:33 -05:00
Ty Reynolds
2fbf5b9676
Autofill on ZIP for Customer Quick Entry
2026-01-12 10:07:35 -05:00
