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
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
7789d13584
Added some fail safes for inconsequential errors.
2026-05-27 13:19:12 -04:00
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
74d3d7f5c1
Removed duplicate name check.
2026-05-04 13:59:05 -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
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
e3d0d24b04
Added and updated autopay logic
2026-01-21 10:28:22 -05:00
Ty Reynolds
f871334fb4
Autopay api logic prototype.
2026-01-13 11:10:35 -05:00
