case 4242

.vscode/launch.json

@@ -63,7 +63,7 @@
         "AYANOVA_DB_CONNECTION": "Server=localhost;Username=postgres;Password=raven;Database=AyaNova;CommandTimeout=300;",
         "AYANOVA_DATA_PATH": "c:\\temp\\ravendata",
         "AYANOVA_USE_URLS": "http://*:7575;",
-        //"AYANOVA_PERMANENTLY_ERASE_DATABASE":"true",
+        "AYANOVA_PERMANENTLY_ERASE_DATABASE":"true",
         //"AYANOVA_REMOVE_LICENSE_FROM_DB":"true",
         //"AYANOVA_REPORT_RENDERING_TIMEOUT":"1",
         "AYANOVA_BACKUP_PG_DUMP_PATH": "C:\\data\\code\\postgres_14\\bin"

docs/8.0/ayanova/docs/changelog.md

@@ -25,6 +25,8 @@ See the [upgrade instructions](ops-upgrade.md) section of this manual for detail
 #### Added
 
 -   UI: [Customer](customers.md#new-work-order) and [Unit](svc-units.md#new-work-order) form's menu's added new `New work order` option to directly create a new Work order with these items pre-selected
+-   UI,SERVER: Part inventory data table added Part Manufacturer as available column
+-   UI: "New customer" menu option added to Home schedule, Service Schedule, Units table, Workorders table, Quotes table and PM table
 
 ### AyaNova 8.0.20 (2022-11-03)
 

docs/8.0/ayanova/docs/home-schedule.md

@@ -30,7 +30,9 @@ There are multiple views available:
 
 ![Menu](img/home-schedule-form-menu.png)
 
-The personal schedule menu provides quick access to the currently logged in User's Reminders, Reviews, Work order item scheduled user and Work order item Labor data tables for viewing or reporting
+The personal schedule menu provides quick access to the currently logged in User's Reminders, Reviews, Work order item scheduled user and Work order item Labor data tables for viewing or reporting.
+
+In addition it has the option to create a new Customer record to be used prior to creating a work order.
 
 ## Settings
 

docs/8.0/ayanova/docs/svc-pms.md

@@ -37,7 +37,21 @@ P.M. are accessed in the following ways:
 
 ![table](img/svc-pms.png)
 
-The Preventive Maintenance [data table](ay-start-form-data-tables.md) lists all the P.M.'s available, provides the '+' link to create a new P.M. and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+The Preventive Maintenance [data table](ay-start-form-data-tables.md) lists all the P.M.'s available, provides the '+' link to create a new P.M..
+
+### Table menu options
+
+![menu](img/svc-quotes-table-menu.png)
+
+In addition to the [common data table menu options](ay-start-form-data-tables.md#common-menu-options), the PM table form also has these unique menu options:
+
+#### Items
+
+Click on this option to drill down into the individual PM Items data table and also access the data table lists of all sub items such as Parts, Labor etc for each PM item.
+
+#### New Customer menu option
+
+Click on this option to create a new Customer record.
 
 ## How Preventive maintenance works
 

docs/8.0/ayanova/docs/svc-quotes.md

@@ -38,7 +38,21 @@ Quotes are created, submitted to a customer and if accepted converted to a servi
 
 ![table](img/svc-quotes.png)
 
-The Quotes [data table](ay-start-form-data-tables.md) lists all the customers available, provides the '+' link to create a new quote and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+The Quotes [data table](ay-start-form-data-tables.md) lists all the customers available, provides the '+' link to create a new Quote.
+
+### Table menu options
+
+![menu](img/svc-quotes-table-menu.png)
+
+In addition to the [common data table menu options](ay-start-form-data-tables.md#common-menu-options), the Quotes table form also has these unique menu options:
+
+#### Items
+
+Click on this option to drill down into the individual Quote Items data table and also access the data table lists of all sub items such as Parts, Labor etc for each Quote item.
+
+#### New Customer menu option
+
+Click on this option to create a new Customer record.
 
 ## Quote edit form
 

docs/8.0/ayanova/docs/svc-schedule.md

@@ -4,7 +4,7 @@ The Service schedule form displays Work order item scheduled User records, (here
 
 Events are displayed for **all** scheduleable Users or a filtered sub set selected through Tags.
 
-The schedule also supports "drilling down" into a single User's schedule.
+The schedule also supports [drilling down](#drill-down-view) into a single User's schedule.
 
 The Service schedule does not display Reminders or Reviews like you would see in the [personal schedule](home-schedule.md) form.
 
@@ -38,13 +38,43 @@ All today's events for all service technicians combined and [filtered](#filterin
 
 All today's events grouped and separated by service technician.
 
-Click on the service technician's name at the top to drill into the schedule for **only** that **specific** service techncian.
+### Drill down view
+
+Click on the service technician's name at the top of a Team Day view to drill into the schedule for **only** that **specific** service techncian.
 
 ## Menu options
 
-The Service schedule menu provides quick access to the Work order item scheduled user data tables for viewing or reporting. 
+![Menu](img/svc-schedule-form-menu.png)
 
-The single User format schedule (accessed by drilling down on a selected User) also has menu options to view Work order item scheduled User and Labor records for _that_ selected User only.
+#### New Customer
+
+Click on this option to create a new Customer record.
+
+Use this option prior to creating a new Work order in the schedule if a new Customer is required.
+
+#### Scheduled Users
+
+Access to the Work order item scheduled user data table for viewing or reporting.
+
+## Menu options when drill in to single User
+
+![Menu](img/svc-schedule-form-single-user-menu.png)
+
+These options appear when [drilling down](#drill-down-view) to a single User's schedule
+
+#### New Customer
+
+Click on this option to create a new Customer record.
+
+Use this option prior to creating a new Work order in the schedule if a new Customer is required.
+
+#### Scheduled Users
+
+Access to the Work order item scheduled user data table for **currently selected user only** for viewing or reporting.
+
+#### Labors
+
+Access to the Work order item Labor data table for **currently selected user only** for viewing or reporting.
 
 ## Settings
 

docs/8.0/ayanova/docs/svc-units.md

@@ -51,7 +51,19 @@ Customer Units are accessed in the following ways:
 
 ![Customer Units table](img/svc-customer-units.png)
 
-The Customer Units [data table](ay-start-form-data-tables.md) lists all the Customer Units available, provides the '+' link to create a new Customer Unit and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+The Customer Units [data table](ay-start-form-data-tables.md) lists all the Customer Units available, provides the '+' link to create a new Customer Unit.
+
+### Table menu options
+
+![menu](img/svc-units-table-menu.png)
+
+In addition to the [common data table menu options](ay-start-form-data-tables.md#common-menu-options), the Customer Unit form also has these unique menu options:
+
+#### New Customer menu option
+
+Click on this option to create a new Customer record.
+
+Use this option prior to creating a new Unit if a new Customer is required.
 
 ## Customer Unit edit form
 

docs/8.0/ayanova/docs/svc-workorders.md

@@ -126,7 +126,21 @@ Work orders are accessed in the following ways:
 
 ![workorders table](img/svc-work-orders.png)
 
-The Work orders [data table](ay-start-form-data-tables.md) lists all the Work orders entered in the system, provides the '+' link to create a new work order and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+The Work orders [data table](ay-start-form-data-tables.md) lists all the Work orders entered in the system, provides the '+' link to create a new work order.
+
+### Table menu options
+
+![menu](img/svc-workorders-table-menu.png)
+
+In addition to the [common data table menu options](ay-start-form-data-tables.md#common-menu-options), the Workorders table form also has these unique menu options:
+
+#### Items
+
+Click on this option to drill down into the individual Work order Items data table and also access the data table lists of all sub items such as Parts, Labor etc for each Work order Item.
+
+#### New Customer menu option
+
+Click on this option to create a new Customer record.
 
 ## Work order edit form
 

server/AyaNova/DataList/PartInventoryDataList.cs

@@ -15,7 +15,7 @@ namespace AyaNova.DataList
 
             var RoleSet = BizRoles.GetRoleSet(DefaultListAType);
             AllowedRoles = RoleSet.ReadFullRecord | RoleSet.Change;
-            DefaultColumns = new List<string>() { "PartName", "PartWarehouseName", "PartInventoryBalance", "PartByWarehouseInventoryMinStockLevel", "PartByWarehouseInventoryReorderQuantity", "PartByWarehouseInventoryQuantityOnOrder", "PartByWarehouseInventoryQtyOnOrderCommitted", "Active","PartInventoryId" };
+            DefaultColumns = new List<string>() { "PartName", "PartWarehouseName", "PartInventoryBalance", "PartByWarehouseInventoryMinStockLevel", "PartByWarehouseInventoryReorderQuantity", "PartByWarehouseInventoryQuantityOnOrder", "PartByWarehouseInventoryQtyOnOrderCommitted", "Active", "PartInventoryId" };
             DefaultSortBy = new Dictionary<string, string>() { { "PartName", "+" }, { "PartWarehouseName", "+" } };
             FieldDefinitions = new List<DataListFieldDefinition>();
 

server/AyaNova/util/AySchema.cs

@@ -20,9 +20,9 @@ namespace AyaNova.Util
         /////////// CHANGE THIS ON NEW SCHEMA UPDATE ////////////////////
 
         //!!!!WARNING: BE SURE TO UPDATE THE DbUtil::EmptyBizDataFromDatabaseForSeedingOrImportingAsync WHEN NEW TABLES ADDED!!!!
-        private const int DESIRED_SCHEMA_LEVEL = 10;
+        private const int DESIRED_SCHEMA_LEVEL = 11;
 
-        internal const long EXPECTED_COLUMN_COUNT = 1378;
+        internal const long EXPECTED_COLUMN_COUNT = 1380;
         internal const long EXPECTED_INDEX_COUNT = 161;
         internal const long EXPECTED_CHECK_CONSTRAINTS = 561;
         internal const long EXPECTED_FOREIGN_KEY_CONSTRAINTS = 204;
@@ -31,7 +31,7 @@ namespace AyaNova.Util
 
         //!!!!WARNING: BE SURE TO UPDATE THE DbUtil::EmptyBizDataFromDatabaseForSeedingOrImportingAsync WHEN NEW TABLES ADDED!!!!
 
-        ///////////////////////////////////////// C1377:I161:CC561:FC204:V11:R2
+        ///////////////////////////////////////// C1380:I161:CC561:FC204:V11:R2)
 
         /*
 
@@ -1637,15 +1637,15 @@ CREATE OR REPLACE VIEW public.viewpartinventorylist
     awholesaler.id AS wholesalerid,
     aaltwholesaler.id AS altwholesalerid,
     aaltwholesaler.name AS altwholesalername,	
-	amanufacturer.name as manufacturername,
-	amanufacturer.id as manufacturerid,
     vpartinventorynow.balance AS onhandqty,
     COALESCE(vpartsonorder.quantityonorder, 0::numeric) AS onorderqty,
     COALESCE(vpartsonordercommitted.quantityonordercommitted, 0::numeric) AS onordercommittedqty,
     COALESCE(apartstocklevel.minimumquantity, 0::numeric) AS restockminqty,
     GREATEST(COALESCE(apartstocklevel.minimumquantity, 0::numeric) - (COALESCE(vpartinventorynow.balance, 0::numeric) + COALESCE(vpartsonorder.quantityonorder, 0::numeric) - COALESCE(vpartsonordercommitted.quantityonordercommitted, 0::numeric)), 0::numeric) AS reorderqty,
     vpartinventorynow.id AS partinventoryid,
-    vpartinventorynow.description AS partinventorydescription
+    vpartinventorynow.description AS partinventorydescription,
+    amanufacturer.name AS manufacturername,
+	amanufacturer.id AS manufacturerid
    FROM vpartinventorynow
      LEFT JOIN vpartsonordercommitted ON vpartinventorynow.partid = vpartsonordercommitted.partid AND vpartinventorynow.partwarehouseid = vpartsonordercommitted.partwarehouseid
      LEFT JOIN vpartsonorder ON vpartinventorynow.partid = vpartsonorder.partid AND vpartinventorynow.partwarehouseid = vpartsonorder.partwarehouseid
@@ -1662,6 +1662,31 @@ CREATE OR REPLACE VIEW public.viewpartinventorylist
 
 
 
+            //////////////////////////////////////////////////
+            //           
+            // 8.0.21 additions for case 4242
+            //    
+            if (currentSchema < 11)
+            {
+                LogUpdateMessage(log);
+
+                //english translations
+                await ExecQueryAsync("INSERT INTO atranslationitem(translationid,key,display) SELECT t.id, 'NewCustomer', 'New customer' FROM atranslation t  where t.baselanguage = 'en'");
+
+                //spanish translations
+                await ExecQueryAsync("INSERT INTO atranslationitem(translationid,key,display) SELECT t.id, 'NewCustomer', 'Nuevo cliente' FROM atranslation t  where t.baselanguage = 'es'");
+
+                //french translations
+                await ExecQueryAsync("INSERT INTO atranslationitem(translationid,key,display) SELECT t.id, 'NewCustomer', 'Nouveau client' FROM atranslation t  where t.baselanguage = 'fr'");
+
+                //german translations
+                await ExecQueryAsync("INSERT INTO atranslationitem(translationid,key,display) SELECT t.id, 'NewCustomer', 'Neukunde' FROM atranslation t  where t.baselanguage = 'de'");
+
+                await SetSchemaLevelAsync(++currentSchema);
+            }
+
+
+
             //#########################################
             //!!!!WARNING: BE SURE TO UPDATE THE DbUtil::EmptyBizDataFromDatabaseForSeedingOrImporting WHEN NEW TABLES ADDED!!!!