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  1. Blesta Core
  2. CORE-2401 Quotation System
  3. CORE-4796

Quotation System: Widgets

        Details

        • Type: Sub-task
        • Status: Closed
        • Priority: Major
        • Resolution: Fixed
        • Affects Version/s: None
        • Fix Version/s: 5.7.0-b1
        • Component/s: None
        • Labels:
          None

          Description

          Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the statuses draft, lost, and dead. Clients should not be able to approve expired quotes.

          In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status.

          * Should be implemented in another task

          Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            Activity

            Ascending order - Click to sort in descending order
            jonathan Jonathan Reissmueller created issue -
            jonathan Jonathan Reissmueller made changes -
            Field Original Value New Value
            Fix Version/s 5.7.0-b1 [ 11737 ]
            jonathan Jonathan Reissmueller made changes -
            Description Create a widget for Quotes on the admin Client Profile, Client Dashboard, and Billing > Quotes page similar to invoices. Create a widget for Quotes on the admin Client Profile, Client Dashboard, and Billing > Quotes page similar to invoices. These should of course be paginated and have status links. The columns should be

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            jonathan Jonathan Reissmueller made changes -
            Description Create a widget for Quotes on the admin Client Profile, Client Dashboard, and Billing > Quotes page similar to invoices. These should of course be paginated and have status links. The columns should be

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            		Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*

            * Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            jonathan Jonathan Reissmueller made changes -
            Description Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*

            * Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            		Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            jonathan Jonathan Reissmueller made changes -
            Description Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            		Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the draft status.

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            jonathan Jonathan Reissmueller made changes -
            Description Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the draft status.

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            		Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the draft status.

            In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            jonathan Jonathan Reissmueller made changes -
            Description Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the draft status.

            In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            		Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also not show the Draft status, and the status order should be Pending, Approved, Expired.

            In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            jonathan Jonathan Reissmueller made changes -
            Description Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also not show the Draft status, and the status order should be Pending, Approved, Expired.

            In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            		Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the statuses draft, lost, and dead.

            In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status.

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            jonathan Jonathan Reissmueller made changes -
            Description Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the statuses draft, lost, and dead.

            In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status.

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            		Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the statuses draft, lost, and dead. Clients should not be able to approve expired quotes.

            In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status.

            \* Should be implemented in another task

            Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            abdy Abdy Franco made changes -
            Assignee Abdy Franco [ abdy ]
            abdy Abdy Franco made changes -
            Status Open [ 1 ] In Progress [ 3 ]
            abdy Abdy Franco made changes -
            Remaining Estimate 0 minutes [ 0 ]
            Time Spent 7 hours, 58 minutes [ 28680 ]
            Worklog Id 16083 [ 16083 ]
            abdy Abdy Franco made changes -
            Time Spent 7 hours, 58 minutes [ 28680 ] 1 day, 7 hours, 54 minutes [ 57240 ]
            Worklog Id 16084 [ 16084 ]
            abdy Abdy Franco made changes -
            Time Spent 1 day, 7 hours, 54 minutes [ 57240 ] 2 days, 3 hours, 19 minutes [ 69540 ]
            Worklog Id 16085 [ 16085 ]
            abdy Abdy Franco made changes -
            Status In Progress [ 3 ] In Review [ 5 ]
            Resolution Fixed [ 1 ]
            Hide
            Permalink
            admin Paul Phillips added a comment -

            Please update:

            Client Profile widget (And Billing > Quotations)

            • Approved should be the first and default status (Not Draft). Re-arrange as so: Approved, Pending, Draft, Invoiced, Expired, Dead, Lost. This way we can see approved quotes right away, and Pending is 2nd, which is the next most important status
            Show
            admin Paul Phillips added a comment - Please update: Client Profile widget (And Billing > Quotations) Approved should be the first and default status (Not Draft). Re-arrange as so: Approved, Pending, Draft, Invoiced, Expired, Dead, Lost. This way we can see approved quotes right away, and Pending is 2nd, which is the next most important status
            jonathan Jonathan Reissmueller made changes -
            Status In Review [ 5 ] Closed [ 6 ]

              People

              • Assignee:
                abdy Abdy Franco
                Reporter:
                jonathan Jonathan Reissmueller
              • Votes:
                0 Vote for this issue
                Watchers:
                2 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:
                  Fix Release Date:
                  4/May/23

                  Time Tracking

                  Estimated:
                  Original Estimate - Not Specified
                  Not Specified
                  Remaining:
                  Remaining Estimate - 0 minutes
                  0m
                  Logged:
                  Time Spent - 2 days, 3 hours, 19 minutes
                  2d 3h 19m

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