Customer CRUD

[r31gnf1r3]

Customer CRUD

http://en.wikipedia.org/wiki/Create,_read,_update_and_delete

Basic Overview

• Search / Filter by Buttons
• Add new
• Add contact models
• Add notes models

[zvadym]

• [x] Customers list (need template)
• [x] Add customer
• [x] Update customer
• [x] Add/Update contact
• [x] Add/Update notes

[zvadym]

Stevo, I need template for customers list view

[r31gnf1r3]

There old system they don't use list view. They currently just find the customer from either customer name (i.e. business name) or phone number. I will drum up a list view for you in any case.

[r31gnf1r3]

Current Issues:

• [x] Be able to add new customer
• [x] Make fields editable. Not readonly.
• [ ] Make labels for each field 'clickable' to popup the 'find customer' modal. With a two hidden text fields using i.e. filter_customer_field='Address 1' filter_customer_data='Some address' and as the filter for search results (rest of the find customer works same, just using a filter on that field based upon what was in the field on the customer form at the time label was clicked.
• [ ] The 'type' field should be a editable dropdown. There is a limited set of types.
• [x] 'fill above details into delivery fields below' should do that, fill details from the above into the delivery details (also set the boolean to delivery address NOT same) and display below.
• [x] Have boolean for delivery address.
• [x] When adding contacts, ensure its displayed when new one created.
• [x] Have jQuery modal dialog box for confirmations and messages. (i.e. 'Sure you want to delete this contact?', 'Customer has been saved'. Ref: modal confirmation & modal message, also the jQuery Block UI is a pretty handy tool for dialogs.
• [x] Get 'save customer' button working.
• [ ] Get 'create order' button working.

Other then that looking very nice. In the words of Hal Abelson, Structure and Interpretation of Computer Programs:

“Programs must be written for people to read, and only incidentally for machines to execute.” -Hal Abelson

[zvadym]

Current Issues:

• [x] Make labels for each field 'clickable' to popup the 'find customer' modal. With a two hidden text fields using i.e. filter_customer_field='Address 1' filter_customer_data='Some address' and as the filter for search results (rest of the find customer works same, just using a filter on that field based upon what was in the field on the customer form at the time label was clicked.
• [x] The 'type' field should be a editable dropdown. There is a limited set of types ("CAA", "Chiro", "Dental", "Medical", "Optom", "Ortho", "Podiatry", "Vet")
• [x] Get 'create order' button working.

[zvadym]

Done! Check please