Statements: Missing items

[ishayyaari]

I designed both the html and the pdf versions, and added 2 buttons to the 'Customer Balance' section (top right well) - 'New Statement', and 'Show Statements' (that opens a modal).

1) The following data is not available but required for the statement:

• Company Name (org)
• Company Address (org)
• City, State Zip (org)
• Company Phone (org)
• Company email (org)
• Statement Date
• Customer Company (name)

2) Clicking the New Statement button should open a PDF in a new window (so the user can quickly forward it): /views/customers/_customer_balance.html.erb <%= render 'statements/form', account: @customer.account %> Currently it open the html page, which I think is not necessary (the user can open the modal and click on the link to see that ver.)

3) The modal that includes all the statements is: #all_statements I can't access the statements table with all the fields (<%= render 'customer_statements', account: @customer.account %>), but the the option to open the PDF is missing (currently there is only a link to the html ver.). Can you add something like the following to the table:

<%= link_to statement_path(invoice, format: :pdf, template: "#{invoiceable.class.name.underscore}_statement"), :class => 'btn btn-primary btn-mini', :target => '_blank' do %> <% end %>

[markmilman]

added a checkbox to exclude jobs with zero balance as well as a notes field. Note that I also added the completion date and the external reference so the document layout is now messed up