Fixed Minor Bugs in AddCustomer Form and began working on importing QB Customers

QB Implementation is currently commented out.

kgOrdersClient/AddCustomer.dfm

@@ -136,18 +136,6 @@ object FViewAddCustomer: TFViewAddCustomer
     DataField = 'FAX'
     DataSource = WebDataSource1
   end
-  object edtRep: TWebDBEdit
-    Left = 19
-    Top = 332
-    Width = 121
-    Height = 22
-    ChildOrder = 12
-    ElementID = 'edtrepid'
-    HeightPercent = 100.000000000000000000
-    WidthPercent = 100.000000000000000000
-    DataField = 'REP_USER_ID'
-    DataSource = WebDataSource1
-  end
   object btnSave: TWebButton
     Left = 19
     Top = 402
@@ -221,7 +209,7 @@ object FViewAddCustomer: TFViewAddCustomer
     ChildOrder = 5
     ElementPosition = epRelative
     Role = 'null'
-    TabOrder = 17
+    TabOrder = 16
     object lblMessage: TWebLabel
       Left = 28
       Top = 9
@@ -505,6 +493,20 @@ object FViewAddCustomer: TFViewAddCustomer
     HeightPercent = 100.000000000000000000
     WidthPercent = 100.000000000000000000
   end
+  object wdblcbRep: TWebDBLookupComboBox
+    Left = 19
+    Top = 336
+    Width = 145
+    Height = 22
+    ElementID = 'wdblcbrep'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+    DataField = 'REP_USER_ID'
+    DataSource = WebDataSource1
+    KeyField = 'userID'
+    ListField = 'full_name'
+    ListSource = wdsUsers
+  end
   object XDataWebClient1: TXDataWebClient
     Connection = DMConnection.ApiConnection
     Left = 454
@@ -544,24 +546,24 @@ object FViewAddCustomer: TFViewAddCustomer
     object XDataWebDataSet1START_DATE: TStringField
       FieldName = 'START_DATE'
     end
-    object XDataWebDataSet1END_DATE: TStringField
-      FieldName = 'END_DATE'
-    end
     object XDataWebDataSet1QB_LIST_ID: TStringField
       FieldName = 'QB_LIST_ID'
     end
+    object XDataWebDataSet1END_DATE: TStringField
+      FieldName = 'END_DATE'
+    end
     object XDataWebDataSet1FAX: TStringField
       FieldName = 'FAX'
     end
     object XDataWebDataSet1PHONE: TStringField
       FieldName = 'PHONE'
     end
-    object XDataWebDataSet1REP_USER_ID: TIntegerField
-      FieldName = 'REP_USER_ID'
-    end
     object XDataWebDataSet1CUSTOMER_ID: TIntegerField
       FieldName = 'CUSTOMER_ID'
     end
+    object XDataWebDataSet1REP_USER_ID: TStringField
+      FieldName = 'REP_USER_ID'
+    end
   end
   object wdsShipTo: TWebDataSource
     DataSet = xdwdsShipTo
@@ -600,4 +602,20 @@ object FViewAddCustomer: TFViewAddCustomer
     Left = 542
     Top = 42
   end
+  object wdsUsers: TWebDataSource
+    DataSet = xdwdsUsers
+    Left = 776
+    Top = 144
+  end
+  object xdwdsUsers: TXDataWebDataSet
+    Left = 776
+    Top = 54
+    object xdwdsUsersuserID: TStringField
+      FieldName = 'userID'
+    end
+    object xdwdsUsersfull_name: TStringField
+      FieldName = 'full_name'
+      Size = 0
+    end
+  end
 end

kgOrdersClient/AddCustomer.html

@@ -70,8 +70,8 @@
                 <input id="edtfax" class="form-control input-sm"style="width: 200px"/>
             </div>
             <div class="col-auto">
-                <label for="wdbe_first_name" style="font-weight: 700; font-size: 15px;" class="form-label mt-2">Representative ID:</label>
-                <input id="edtrepid" class="form-control input-sm" style="width: 200px"/>
+                <label for="wdbe_first_name" style="font-weight: 700; font-size: 15px;" class="form-label mt-2">Representative:</label>
+                <select id="wdblcbrep" class='form-select'></select>
             </div>
         </div>
         <h4 class="custom-h4 mt-3">Billing Information</h4>

kgOrdersClient/View.AddAddress.dfm

+object FViewAddAddress: TFViewAddAddress
+  Width = 281
+  Height = 402
+  object WebLabel1: TWebLabel
+    Left = 8
+    Top = 283
+    Width = 92
+    Height = 15
+    Caption = 'Shipping Contact'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object WebLabel2: TWebLabel
+    Left = 8
+    Top = 234
+    Width = 67
+    Height = 15
+    Caption = 'Shipping Zip'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object WebLabel3: TWebLabel
+    Left = 8
+    Top = 136
+    Width = 71
+    Height = 15
+    Caption = 'Shipping City'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object WebLabel4: TWebLabel
+    Left = 8
+    Top = 185
+    Width = 76
+    Height = 15
+    Caption = 'Shipping State'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object WebLabel5: TWebLabel
+    Left = 8
+    Top = 87
+    Width = 92
+    Height = 15
+    Caption = 'Shipping Address'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object WebLabel6: TWebLabel
+    Left = 8
+    Top = 36
+    Width = 47
+    Height = 15
+    Caption = 'First Line'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object edtState: TWebEdit
+    Left = 8
+    Top = 206
+    Width = 78
+    Height = 22
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object edtFirstLine: TWebEdit
+    Left = 8
+    Top = 59
+    Width = 198
+    Height = 22
+    ChildOrder = 1
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object edtCity: TWebEdit
+    Left = 8
+    Top = 157
+    Width = 149
+    Height = 22
+    ChildOrder = 2
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object edtZip: TWebEdit
+    Left = 8
+    Top = 255
+    Width = 121
+    Height = 22
+    ChildOrder = 3
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object edtContact: TWebEdit
+    Left = 8
+    Top = 304
+    Width = 198
+    Height = 22
+    ChildOrder = 4
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object edtAddress: TWebEdit
+    Left = 8
+    Top = 108
+    Width = 198
+    Height = 22
+    ChildOrder = 1
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object edtNotification: TWebEdit
+    Left = 8
+    Top = 8
+    Width = 198
+    Height = 22
+    ChildOrder = 12
+    Enabled = False
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object btnSave: TWebButton
+    Left = 8
+    Top = 340
+    Width = 96
+    Height = 25
+    Caption = 'Save'
+    ChildOrder = 13
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+    OnClick = btnSaveClick
+  end
+  object btnCancel: TWebButton
+    Left = 110
+    Top = 340
+    Width = 96
+    Height = 25
+    Caption = 'Cancel'
+    ChildOrder = 13
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+    OnClick = btnCancelClick
+  end
+end

kgOrdersClient/View.AddAddress.html

+<html>
+  <head>
+    <meta http-equiv="Content-type" content="text/html; charset=utf-8" />
+    <title>TMS Web Project</title>
+    <style>
+    </style>
+  </head>
+  <body>
+  </body>
+</html>
\ No newline at end of file

kgOrdersClient/View.AddAddress.pas

+// Small Pop-Up page when adding orders if you want to quickly add an address
+unit View.AddAddress;
+
+interface
+
+uses
+  System.SysUtils, System.Classes, JS, Web, WEBLib.Graphics, WEBLib.Controls,
+  WEBLib.Forms, WEBLib.Dialogs, Vcl.Controls, Vcl.StdCtrls, WEBLib.StdCtrls;
+
+type
+  TFViewAddAddress = class(TWebForm)
+    edtState: TWebEdit;
+    edtFirstLine: TWebEdit;
+    edtCity: TWebEdit;
+    edtZip: TWebEdit;
+    edtContact: TWebEdit;
+    edtAddress: TWebEdit;
+    WebLabel1: TWebLabel;
+    WebLabel2: TWebLabel;
+    WebLabel3: TWebLabel;
+    WebLabel4: TWebLabel;
+    WebLabel5: TWebLabel;
+    WebLabel6: TWebLabel;
+    edtNotification: TWebEdit;
+    btnSave: TWebButton;
+    btnCancel: TWebButton;
+    procedure btnCancelClick(Sender: TObject);
+    procedure btnSaveClick(Sender: TObject);
+  private
+    { Private declarations }
+    function Verify(): boolean;
+  public
+    { Public declarations }
+    var
+      confirm: boolean;
+  end;
+
+var
+  FViewAddAddress: TFViewAddAddress;
+
+implementation
+
+{$R *.dfm}
+
+procedure TFViewAddAddress.btnSaveClick(Sender: TObject);
+begin
+  if Verify() then
+  begin
+    confirm := true;
+    Close;
+  end;
+end;
+
+function TFViewAddAddress.Verify(): boolean;
+// Makes sure the address is filled in.
+begin
+  result := true;
+
+  if edtFirstLine.Text = '' then
+  begin
+    edtNotification.Text := 'Please Fill in the First Line';
+    result := false;
+  end
+  else if edtAddress.Text = '' then
+  begin
+    edtNotification.Text := 'Please Fill in the Address';
+    result := false;
+  end
+  else if edtCity.Text = '' then
+  begin
+    edtNotification.Text := 'Please Fill in the City';
+    result := false;
+  end
+  else
+  if edtState.Text = '' then
+  begin
+    edtNotification.Text := 'Please Fill in the State';
+    result := false;
+  end
+  else if edtZip.Text = '' then
+  begin
+    edtNotification.Text := 'Please Fill in the Zip Code';
+    result := false;
+  end
+  else if edtContact.Text = '' then
+  begin
+    edtNotification.Text := 'Please Fill in the Contact';
+    result := false;
+  end
+end;
+
+procedure TFViewAddAddress.btnCancelClick(Sender: TObject);
+begin
+  Close;
+end;
+
+end.
\ No newline at end of file

kgOrdersClient/View.AddOrder2.html

-
-

kgOrdersClient/View.Customers.pas

+// Customer Form accessed from the ccustomer header in the main form.
+
 unit View.Customers;
 
 interface
@@ -41,6 +43,7 @@ type
     function GenerateSearchOptions(): string;
     procedure HideNotification();
     procedure ShowNotification(Notification: string);
+    procedure ShowSelectCustomerForm();
 
     var
       PageNumber: integer;
@@ -58,10 +61,41 @@ var
 implementation
 
 uses
-  XData.Model.Classes, View.Main;
+  XData.Model.Classes, View.Main, View.SelectCustomer;
 
 {$R *.dfm}
 
+procedure TFViewCustomers.ShowSelectCustomerForm();
+// displays the add order pop-up so the user can choose a customer
+var
+  newform: TFSelectCustomer;
+begin
+  newform := TFSelectCustomer.CreateNew;
+
+  newform.Caption := 'Select Customer and Order Type';
+  newForm.Popup := True;
+  newForm.Border := fbDialog;
+
+  // used to manage Back button handling to close subform
+  window.location.hash := 'subform';
+
+  newform.ShowModal(
+    procedure(AValue: TModalResult)
+    begin
+      {if newform.confirm then
+      begin
+        if newform.cbCorrugatedPlate.Checked then
+          orderType := 'corrugated'
+        else if newform.cbWebPlate.Checked then
+          orderType := 'web'
+        else
+          orderType := 'cutting';
+        orderEntry('', newForm.DBID, 'ADD', orderType);
+      end; }
+    end
+  );
+end;
+
 Procedure TFViewCustomers.WebFormCreate(Sender: TObject);
 // Initializes important values:
 // PageNumber: What page number the user is on IE 1: 1-10, 2: 11-20 etc
@@ -113,6 +147,9 @@ begin
       lblEntries.Caption := 'No entries found';
     end
     else if (PageNumber * PageSize) < customerListLength then
+    // Currently these do the same thing. If you want to limit the number of entries
+    // You will need to edit the server side, and then change this if statement so the label
+    // Correctly displayes. I believe it is IntToStr(PageSize * PageNum)
     begin
       lblEntries.Caption := 'Showing entries ' + IntToStr((PageNumber - 1) * PageSize + 1) +
                             ' - ' + IntToStr(customerListLength) +
@@ -184,6 +221,7 @@ end;
 
 procedure TFViewCustomers.btnAddCustomerClick(Sender: TObject);
 begin
+  //ShowSelectCustomerForm();
   FViewMain.ViewAddCustomer('', '');
 end;
 
@@ -196,6 +234,7 @@ end;
 procedure TFViewCustomers.GeneratePagination(TotalPages: Integer);
 // Generates pagination for the table.
 // TotalPages: Total amount of pages generated by the search
+// This could definitely be improved.
 var
   PaginationElement, PageItem, PageLink: TJSHTMLElement;
   I, Start, Finish: Integer;

kgOrdersClient/View.EditUser.dfm

@@ -24,17 +24,6 @@ object FViewEditUser: TFViewEditUser
     HeightPercent = 100.000000000000000000
     WidthPercent = 100.000000000000000000
   end
-  object lblQB: TWebLabel
-    Left = 256
-    Top = 65
-    Width = 80
-    Height = 15
-    Caption = 'Quickbooks ID:'
-    Color = clBtnFace
-    ElementID = 'lblQB'
-    HeightPercent = 100.000000000000000000
-    WidthPercent = 100.000000000000000000
-  end
   object WebLabel5: TWebLabel
     Left = 284
     Top = 8
@@ -92,20 +81,21 @@ object FViewEditUser: TFViewEditUser
   object lblAccess: TWebLabel
     Left = 272
     Top = 96
-    Width = 66
+    Width = 67
     Height = 15
     Caption = 'Access Type:'
     ElementID = 'lblaccess'
     HeightPercent = 100.000000000000000000
     WidthPercent = 100.000000000000000000
   end
-  object lblPerspective: TWebLabel
-    Left = 3
-    Top = 132
-    Width = 77
+  object lblQB: TWebLabel
+    Left = 256
+    Top = 65
+    Width = 80
     Height = 15
-    Caption = 'Perspective ID:'
-    ElementID = 'lblperspective'
+    Caption = 'Quickbooks ID:'
+    Color = clBtnFace
+    ElementID = 'lblQB'
     HeightPercent = 100.000000000000000000
     WidthPercent = 100.000000000000000000
   end
@@ -256,16 +246,6 @@ object FViewEditUser: TFViewEditUser
     ParentFont = False
     WidthPercent = 100.000000000000000000
   end
-  object edtQB: TWebEdit
-    Left = 348
-    Top = 62
-    Width = 121
-    Height = 22
-    ChildOrder = 7
-    ElementID = 'edtQB'
-    HeightPercent = 100.000000000000000000
-    WidthPercent = 100.000000000000000000
-  end
   object edtRights: TWebEdit
     Left = 96
     Top = 93
@@ -293,13 +273,13 @@ object FViewEditUser: TFViewEditUser
       'ALL'
       'ACTIVE')
   end
-  object edtPerspective: TWebEdit
-    Left = 96
-    Top = 129
+  object edtQB: TWebEdit
+    Left = 346
+    Top = 62
     Width = 121
     Height = 22
-    ChildOrder = 23
-    ElementID = 'edtperspective'
+    ChildOrder = 7
+    ElementID = 'edtQB'
     HeightPercent = 100.000000000000000000
     WidthPercent = 100.000000000000000000
   end

kgOrdersClient/View.EditUser.html

@@ -48,15 +48,10 @@
                         </div>
                     </form>
                     <div class="row">
-                            <div class="col-sm">
+                            <div class="col-6">
                                 <label class='pe-2' style="font-weight: 700;font-size: 15px;" id="lblrights">System Rights:</label>
                                 <input id="edtrights" class= "form-control input-sm" width='50%'/>
                             </div>
-                            <div class="col-sm-6">
-                                <label class='pe-2' style="font-weight: 700;font-size: 15px;" id="lblperspective">Perspective ID:</label>
-                                <input id="edtperspective" class= "form-control input-sm" width='50%'/>
-                            </div>
-
                         </div>
                     <div class="row">
                         <div class="col-sm py-3">

kgOrdersClient/View.EditUser.pas

@@ -14,7 +14,6 @@ type
   TFViewEditUser = class(TWebForm)
     WebLabel2: TWebLabel;
     WebLabel3: TWebLabel;
-    lblQB: TWebLabel;
     WebLabel5: TWebLabel;
     WebLabel6: TWebLabel;
     WebLabel7: TWebLabel;
@@ -34,12 +33,11 @@ type
     lblactive: TWebLabel;
     cbStatus: TWebCheckBox;
     lblRights: TWebLabel;
-    edtQB: TWebEdit;
     edtRights: TWebEdit;
     lblAccess: TWebLabel;
     cbAccess: TWebComboBox;
-    lblPerspective: TWebLabel;
-    edtPerspective: TWebEdit;
+    lblQB: TWebLabel;
+    edtQB: TWebEdit;
     procedure WebFormCreate(Sender: TObject);
     procedure btnConfirmClick(Sender: TObject);
     procedure btnCancelClick(Sender: TObject);
@@ -121,7 +119,6 @@ begin
                   '&access=' + cbAccess.Text +
                   '&newuser=' + edtUsername.Text +
                   '&rights=' + edtRights.Text +
-                  '&perspective=' + edtPerspective.Text +
                   '&QB=' + edtQB.Text;
 
   xdcResponse := await(XDataWebClient1.RawInvokeAsync('ILookupService.AddUser',
@@ -160,7 +157,6 @@ begin
                   '&access=' + cbAccess.Text +
                   '&newuser=' + edtUsername.Text +
                   '&rights=' + edtRights.Text +
-                  '&perspective=' + edtPerspective.Text +
                   '&QB=' + edtQB.Text;
 
   console.log(editOptions);
@@ -215,7 +211,6 @@ begin
   edtQB.Text :=  QB;
   if Status = 'ACTIVE' then
     cbStatus.checked := true;
-  edtPerspective.Text := Perspective
 end;
 
 procedure TFViewEditUser.WebTimer1Timer(Sender: TObject);

kgOrdersClient/View.OrderEntryCorrugated.dfm

@@ -1226,6 +1226,18 @@ object FOrderEntryCorrugated: TFOrderEntryCorrugated
     WidthPercent = 100.000000000000000000
     OnClick = btnAddClick
   end
+  object WebButton2: TWebButton
+    Left = 186
+    Top = 429
+    Width = 96
+    Height = 25
+    Caption = 'Add Address'
+    ChildOrder = 85
+    ElementID = 'btnaddaddress'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+    OnClick = WebButton2Click
+  end
   object XDataWebClient1: TXDataWebClient
     Connection = DMConnection.ApiConnection
     Left = 1014

kgOrdersClient/View.OrderEntryCorrugated.html

@@ -107,6 +107,9 @@
                 <div class="invalid-feedback" style="font-size: 15px;">
                     Please Provide a Ship To Address.
                 </div>
+                <div class="mt-2">
+                    <button id="btnaddaddress" class="btn btn-primary btn-sm">Add Address</button>
+                </div>
             </div>
             <div class="col-auto">
                 <label for="wdbe_first_name" style="font-weight: 700; font-size: 15px;" class="form-label mt-2">PO Number:</label>

kgOrdersClient/View.OrderEntryCorrugated.pas

@@ -202,6 +202,7 @@ type
     tmrReturn: TWebTimer;
     btnEdit: TWebButton;
     btnAdd: TWebButton;
+    WebButton2: TWebButton;
     procedure WebFormCreate(Sender: TObject);
     procedure HideNotification();
     procedure ShowNotification(Notification: string);
@@ -238,6 +239,9 @@ type
     procedure btnAddClick(Sender: TObject);
     procedure xdwdsQBItemAfterEdit(DataSet: TDataSet);
     procedure ViewMode();
+    procedure WebButton2Click(Sender: TObject);
+    procedure ShowAddAddressForm();
+    [async] procedure SendAddressToServer(AddressJSON: TJSONObject);
   private
     FAgencyCode: string;
     FCurrentReportType: string;
@@ -260,9 +264,12 @@ implementation
 {$R *.dfm}
 
 uses
-  View.Home, View.Main, View.AddOrder;
+  View.Home, View.Main, View.AddOrder, View.AddAddress;
 
 procedure TFOrderEntryCorrugated.sendOrderToServer();
+// This can be improved. I was struggling to get the checkboxes to work with
+// The dataset at first, but if you just change the fields in the database to be
+// Booleans it should work
 var
   colorList: TJSONArray;
   container: TJSElement;
@@ -654,6 +661,73 @@ begin
   addColorRow('','','','');
 end;
 
+procedure TFOrderEntryCorrugated.WebButton2Click(Sender: TObject);
+begin
+  ShowAddAddressForm();
+end;
+
+procedure TFOrderEntryCorrugated.SendAddressToServer(AddressJSON: TJSONObject);
+var
+  Response: TXDataClientResponse;
+  notification: TJSObject;
+begin
+  Response := await(XDataWebClient1.RawInvokeAsync('ILookupService.AddShippingAddress',
+              [AddressJSON.ToString]));
+
+  notification := TJSObject(Response.Result);
+  ShowNotification(string(notification['status']));
+  xdwdsShipTo.Close;
+  xdwdsShipTo.SetJSONData(notification['ADDRESS']);
+  xdwdsShipTo.Open;
+end;
+
+procedure TFOrderEntryCorrugated.ShowAddAddressForm;
+// displays the search pop-up that allows the user to filter the order list
+var
+  newform: TFViewAddAddress;
+  AddressJSON: TJSONObject;
+  ship_block: string;
+begin
+  newform := TFViewAddAddress.CreateNew;
+
+  newform.Caption := 'Input Shipping Information';
+  newForm.Popup := True;
+  newForm.Border := fbDialog;
+
+  // used to manage Back button handling to close subform
+  window.location.hash := 'subform';
+
+  newform.ShowModal(
+    procedure(AValue: TModalResult)
+    var
+      searchOptions: string;
+    begin
+      if newform.confirm then
+      begin
+        AddressJSON := TJSONObject.Create;
+
+        AddressJSON.AddPair('address', newform.edtAddress.Text);
+        AddressJSON.AddPair('city', newform.edtCity.Text);
+        AddressJSON.AddPair('state', newform.edtState.Text);
+        AddressJSON.AddPair('zip', newform.edtZip.Text);
+        AddressJSON.AddPair('contact', newform.edtContact.Text);
+        AddressJSON.AddPair('customer_id', customerID);
+
+        ship_block := newform.edtFirstLine.Text + slinebreak +
+                      edtCompanyName.Text + slinebreak +
+                      newform.edtContact.Text + slinebreak +
+                      newform.edtAddress.Text + slinebreak +
+                      newform.edtCity.Text + ', ' + newform.edtState.Text + ' ' + newform.edtZip.Text;
+        AddressJSON.AddPair('ship_block', ship_block);
+
+        AddressJSON.AddPair('mode', 'ADD');
+        sendAddressToServer(AddressJSON);
+      end;
+    end
+  );
+end;
+
+
 procedure TFOrderEntryCorrugated.btnAddClick(Sender: TObject);
 var
   newform: TFAddOrder;

kgOrdersClient/View.OrderEntryCuttingDie.dfm

@@ -386,6 +386,18 @@ object FOrderEntryCuttingDie: TFOrderEntryCuttingDie
     WidthPercent = 100.000000000000000000
     OnClick = btnAddClick
   end
+  object WebButton2: TWebButton
+    Left = 186
+    Top = 429
+    Width = 96
+    Height = 25
+    Caption = 'Add Address'
+    ChildOrder = 85
+    ElementID = 'btnaddaddress'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+    OnClick = WebButton2Click
+  end
   object WebDataSource1: TWebDataSource
     DataSet = XDataWebDataSet1
     Left = 22
@@ -470,13 +482,13 @@ object FOrderEntryCuttingDie: TFOrderEntryCuttingDie
   end
   object wdsShipTo: TWebDataSource
     DataSet = xdwdsShipTo
-    Left = 212
-    Top = 436
+    Left = 302
+    Top = 418
   end
   object xdwdsShipTo: TXDataWebDataSet
     AfterEdit = xdwdsShipToAfterEdit
-    Left = 270
-    Top = 436
+    Left = 288
+    Top = 370
     object xdwdsShipToADDRESS: TStringField
       FieldName = 'ADDRESS'
     end

kgOrdersClient/View.OrderEntryCuttingDie.html

@@ -52,7 +52,7 @@
                 </div>
             </div>
         <div class="col-auto">
-            <label for="wdbe_first_name" style="font-weight: 700; font-size: 15px;" class="form-label mt-2">>In Quickbooks?:</label>
+            <label for="wdbe_first_name" style="font-weight: 700; font-size: 15px;" class="form-label mt-2">In Quickbooks?:</label>
             <input id="edtinquickbooks"type="text" class="form-control" style="width: 150px"/>
         </div>
     </div>
@@ -103,6 +103,9 @@
             <div class="invalid-feedback" style="font-size: 15px;">
                 Please Provide a Ship To Address.
             </div>
+            <div class="mt-2">
+                <button id="btnaddaddress" class="btn btn-primary btn-sm">Add Address</button>
+            </div>
         </div>
         <div class="col-auto">
             <label for="wdbe_first_name" style="font-weight: 700; font-size: 15px;" class="form-label mt-2">PO Number:</label>

kgOrdersClient/View.OrderEntryCuttingDie.pas

@@ -73,6 +73,7 @@ type
     tmrReturn: TWebTimer;
     btnEdit: TWebButton;
     btnAdd: TWebButton;
+    WebButton2: TWebButton;
     procedure btnSaveClick(Sender: TObject);
     procedure btnCancelClick(Sender: TObject);
      procedure WebFormCreate(Sender: TObject);
@@ -101,6 +102,9 @@ type
     procedure dtpOrderDateChange(Sender: TObject);
     procedure btnEditClick(Sender: TObject);
     procedure ViewMode();
+    procedure WebButton2Click(Sender: TObject);
+    procedure ShowAddAddressForm();
+    [async] procedure SendAddressToServer(AddressJSON: TJSONObject);
   private
     FAgencyCode: string;
     FCurrentReportType: string;
@@ -121,7 +125,73 @@ implementation
 {$R *.dfm}
 
 uses
-  View.Home, View.Main, View.AddOrder;
+  View.Home, View.Main, View.AddOrder, View.AddAddress;
+
+procedure TFOrderEntryCuttingDie.WebButton2Click(Sender: TObject);
+begin
+  ShowAddAddressForm();
+end;
+
+procedure TFOrderEntryCuttingDie.SendAddressToServer(AddressJSON: TJSONObject);
+var
+  Response: TXDataClientResponse;
+  notification: TJSObject;
+begin
+  Response := await(XDataWebClient1.RawInvokeAsync('ILookupService.AddShippingAddress',
+              [AddressJSON.ToString]));
+
+  notification := TJSObject(Response.Result);
+  ShowNotification(string(notification['status']));
+  xdwdsShipTo.Close;
+  xdwdsShipTo.SetJSONData(notification['ADDRESS']);
+  xdwdsShipTo.Open;
+end;
+
+procedure TFOrderEntryCuttingDie.ShowAddAddressForm;
+// displays the search pop-up that allows the user to filter the order list
+var
+  newform: TFViewAddAddress;
+  AddressJSON: TJSONObject;
+  ship_block: string;
+begin
+  newform := TFViewAddAddress.CreateNew;
+
+  newform.Caption := 'Shipping Information';
+  newForm.Popup := True;
+  newForm.Border := fbDialog;
+
+  // used to manage Back button handling to close subform
+  window.location.hash := 'subform';
+
+  newform.ShowModal(
+    procedure(AValue: TModalResult)
+    var
+      searchOptions: string;
+    begin
+      if newform.confirm then
+      begin
+        AddressJSON := TJSONObject.Create;
+
+        AddressJSON.AddPair('address', newform.edtAddress.Text);
+        AddressJSON.AddPair('city', newform.edtCity.Text);
+        AddressJSON.AddPair('state', newform.edtState.Text);
+        AddressJSON.AddPair('zip', newform.edtZip.Text);
+        AddressJSON.AddPair('contact', newform.edtContact.Text);
+        AddressJSON.AddPair('customer_id', customerID);
+
+        ship_block := newform.edtFirstLine.Text + slinebreak +
+                      edtCompanyName.Text + slinebreak +
+                      newform.edtContact.Text + slinebreak +
+                      newform.edtAddress.Text + slinebreak +
+                      newform.edtCity.Text + ', ' + newform.edtState.Text + ' ' + newform.edtZip.Text;
+        AddressJSON.AddPair('ship_block', ship_block);
+
+        AddressJSON.AddPair('mode', 'ADD');
+        sendAddressToServer(AddressJSON);
+      end;
+    end
+  );
+end;
 
 function TFOrderEntryCuttingDie.VerifyOrder: Boolean;
 var

kgOrdersClient/View.OrderEntryWeb.dfm

@@ -1284,6 +1284,18 @@ object FOrderEntryWeb: TFOrderEntryWeb
     WidthPercent = 100.000000000000000000
     OnClick = btnAddClick
   end
+  object WebButton2: TWebButton
+    Left = 174
+    Top = 372
+    Width = 96
+    Height = 25
+    Caption = 'Add Address'
+    ChildOrder = 85
+    ElementID = 'btnaddaddress'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+    OnClick = WebButton2Click
+  end
   object XDataWebClient1: TXDataWebClient
     Connection = DMConnection.ApiConnection
     Left = 160

kgOrdersClient/View.OrderEntryWeb.html

@@ -103,6 +103,9 @@
             <div class="invalid-feedback" style="font-size: 15px;">
                 Please Provide a Ship To Address.
             </div>
+            <div class="mt-2">
+                <button id="btnaddaddress" class="btn btn-primary btn-sm">Add Address</button>
+            </div>
         </div>
         <div class="col-auto">
             <label style="font-weight: 700; font-size: 15px;" class="form-label mt-2">PO Number:</label>

kgOrdersClient/View.OrderEntryWeb.pas

@@ -206,6 +206,7 @@ type
     tmrReturn: TWebTimer;
     btnEdit: TWebButton;
     btnAdd: TWebButton;
+    WebButton2: TWebButton;
     procedure WebFormCreate(Sender: TObject);
     procedure HideNotification();
     procedure ShowNotification(Notification: string);
@@ -235,6 +236,9 @@ type
     procedure XDataWebDataSet1AfterEdit(DataSet: TDataSet);
     procedure dtpOrderDateChange(Sender: TObject);
     procedure ViewMode();
+    procedure WebButton2Click(Sender: TObject);
+    procedure ShowAddAddressForm();
+    [async] procedure SendAddressToServer(AddressJSON: TJSONObject);
   private
     FAgencyCode: string;
     FCurrentReportType: string;
@@ -256,7 +260,73 @@ implementation
 {$R *.dfm}
 
 uses
-  View.Home, View.Main, View.AddOrder;
+  View.Home, View.Main, View.AddOrder, View.AddAddress;
+
+procedure TFOrderEntryWeb.WebButton2Click(Sender: TObject);
+begin
+  ShowAddAddressForm();
+end;
+
+procedure TFOrderEntryWeb.SendAddressToServer(AddressJSON: TJSONObject);
+var
+  Response: TXDataClientResponse;
+  notification: TJSObject;
+begin
+  Response := await(XDataWebClient1.RawInvokeAsync('ILookupService.AddShippingAddress',
+              [AddressJSON.ToString]));
+
+  notification := TJSObject(Response.Result);
+  ShowNotification(string(notification['status']));
+  xdwdsShipTo.Close;
+  xdwdsShipTo.SetJSONData(notification['ADDRESS']);
+  xdwdsShipTo.Open;
+end;
+
+procedure TFOrderEntryWeb.ShowAddAddressForm;
+// displays the search pop-up that allows the user to filter the order list
+var
+  newform: TFViewAddAddress;
+  AddressJSON: TJSONObject;
+  ship_block: string;
+begin
+  newform := TFViewAddAddress.CreateNew;
+
+  newform.Caption := 'Input Shipping Information';
+  newForm.Popup := True;
+  newForm.Border := fbDialog;
+
+  // used to manage Back button handling to close subform
+  window.location.hash := 'subform';
+
+  newform.ShowModal(
+    procedure(AValue: TModalResult)
+    var
+      searchOptions: string;
+    begin
+      if newform.confirm then
+      begin
+        AddressJSON := TJSONObject.Create;
+
+        AddressJSON.AddPair('address', newform.edtAddress.Text);
+        AddressJSON.AddPair('city', newform.edtCity.Text);
+        AddressJSON.AddPair('state', newform.edtState.Text);
+        AddressJSON.AddPair('zip', newform.edtZip.Text);
+        AddressJSON.AddPair('contact', newform.edtContact.Text);
+        AddressJSON.AddPair('customer_id', customerID);
+
+        ship_block := newform.edtFirstLine.Text + slinebreak +
+                      edtCompanyName.Text + slinebreak +
+                      newform.edtContact.Text + slinebreak +
+                      newform.edtAddress.Text + slinebreak +
+                      newform.edtCity.Text + ', ' + newform.edtState.Text + ' ' + newform.edtZip.Text;
+        AddressJSON.AddPair('ship_block', ship_block);
+
+        AddressJSON.AddPair('mode', 'ADD');
+        sendAddressToServer(AddressJSON);
+      end;
+    end
+  );
+end;
 
 procedure TFOrderEntryWeb.btnSaveClick(Sender: TObject);
 begin

kgOrdersClient/View.Orders.pas

@@ -735,7 +735,7 @@ end;
 
 procedure TFViewOrders.btnSearchClick(Sender: TObject);
 var
-filterSection: TJSHTMLElement;
+  filterSection: TJSHTMLElement;
 begin
   ShowSearchForm();
 end;

kgOrdersClient/View.AddOrder2.dfm → kgOrdersClient/View.SelectCustomer.dfm

-object FAddOrder: TFAddOrder
-  Width = 894
-  Height = 633
-  Align = alClient
-  Font.Charset = ANSI_CHARSET
-  Font.Color = clBlack
-  Font.Height = -11
-  Font.Name = 'Arial'
-  Font.Style = []
-  ParentFont = False
+object FSelectCustomer: TFSelectCustomer
+  Width = 765
+  Height = 480
+  OnCreate = WebFormCreate
   OnShow = WebFormShow
-  object cbWebPlate: TWebCheckBox
-    Left = 172
-    Top = 55
-    Width = 113
-    Height = 22
-    Caption = 'Web Plate'
-    ChildOrder = 5
-    HeightStyle = ssAuto
+  object WebLabel1: TWebLabel
+    Left = 4
+    Top = 81
+    Width = 95
+    Height = 15
+    Caption = 'Search Customers'
     HeightPercent = 100.000000000000000000
-    WidthStyle = ssAuto
     WidthPercent = 100.000000000000000000
-    OnClick = cbWebPlateClick
   end
-  object cbCorrugatedPlate: TWebCheckBox
-    Left = 40
-    Top = 55
+  object WebLabel2: TWebLabel
+    Left = 143
+    Top = 81
     Width = 113
-    Height = 22
-    Caption = 'Corrugated Plate'
-    Checked = True
-    ChildOrder = 5
-    HeightStyle = ssAuto
+    Height = 15
+    Caption = 'Selected Customer ID'
     HeightPercent = 100.000000000000000000
-    State = cbChecked
-    WidthStyle = ssAuto
     WidthPercent = 100.000000000000000000
-    OnClick = cbCorrugatedPlateClick
   end
   object edtSearch: TWebEdit
-    Left = 306
-    Top = 55
-    Width = 146
+    Left = 4
+    Top = 102
+    Width = 121
     Height = 22
-    ChildOrder = 8
-    HeightStyle = ssAuto
+    ChildOrder = 2
     HeightPercent = 100.000000000000000000
-    WidthStyle = ssAuto
     WidthPercent = 100.000000000000000000
-    OnChange = edtSearchChange
   end
   object edtID: TWebEdit
-    Left = 475
-    Top = 55
-    Width = 121
+    Left = 143
+    Top = 102
+    Width = 142
     Height = 22
-    ChildOrder = 8
-    HeightStyle = ssAuto
-    HeightPercent = 100.000000000000000000
-    WidthStyle = ssAuto
-    WidthPercent = 100.000000000000000000
-  end
-  object btnConfirm: TWebButton
-    Left = 612
-    Top = 52
-    Width = 96
-    Height = 25
-    Caption = 'Confirm'
-    ChildOrder = 9
-    HeightStyle = ssAuto
+    ChildOrder = 1
+    Enabled = False
     HeightPercent = 100.000000000000000000
-    WidthStyle = ssAuto
     WidthPercent = 100.000000000000000000
-    OnClick = btnConfirmClick
-  end
-  object btnCancel: TWebButton
-    Left = 730
-    Top = 52
-    Width = 96
-    Height = 25
-    Caption = 'Cancel'
-    ChildOrder = 9
-    HeightStyle = ssAuto
-    HeightPercent = 100.000000000000000000
-    WidthStyle = ssAuto
-    WidthPercent = 100.000000000000000000
-    OnClick = btnCancelClick
   end
   object TMSFNCGrid1: TTMSFNCGrid
     Left = 0
-    Top = 220
-    Width = 894
-    Height = 413
+    Top = 163
+    Width = 765
+    Height = 317
     Align = alBottom
     ParentDoubleBuffered = False
     DoubleBuffered = True
-    TabOrder = 6
+    TabOrder = 2
     DefaultRowHeight = 40.000000000000000000
     FixedColumns = 0
-    ColumnCount = 3
+    ColumnCount = 4
     Options.Bands.Enabled = True
     Options.ColumnSize.Stretch = True
     Options.Editing.CalcFormat = '%g'
@@ -121,7 +75,7 @@ object FAddOrder: TFAddOrder
         Font.Name = 'Segoe UI'
         Font.Style = []
         ID = ''
-        Width = 327.000000000000000000
+        Width = 90.000000000000000000
       end
       item
         BorderWidth = 1
@@ -136,7 +90,7 @@ object FAddOrder: TFAddOrder
         Font.Name = 'Segoe UI'
         Font.Style = []
         ID = ''
-        Width = 327.000000000000000000
+        Width = 150.000000000000000000
       end
       item
         BorderWidth = 1
@@ -151,7 +105,37 @@ object FAddOrder: TFAddOrder
         Font.Name = 'Segoe UI'
         Font.Style = []
         ID = ''
-        Width = 239.000000000000000000
+        Width = 200.000000000000000000
+      end
+      item
+        BorderWidth = 1
+        FixedFont.Charset = DEFAULT_CHARSET
+        FixedFont.Color = 4539717
+        FixedFont.Height = -11
+        FixedFont.Name = 'Segoe UI'
+        FixedFont.Style = [fsBold]
+        Font.Charset = DEFAULT_CHARSET
+        Font.Color = 8026746
+        Font.Height = -11
+        Font.Name = 'Segoe UI'
+        Font.Style = []
+        ID = ''
+        Width = 306.000000000000000000
+      end
+      item
+        BorderWidth = 1
+        FixedFont.Charset = DEFAULT_CHARSET
+        FixedFont.Color = 4539717
+        FixedFont.Height = -11
+        FixedFont.Name = 'Segoe UI'
+        FixedFont.Style = [fsBold]
+        Font.Charset = DEFAULT_CHARSET
+        Font.Color = 8026746
+        Font.Height = -11
+        Font.Name = 'Segoe UI'
+        Font.Style = []
+        ID = ''
+        Width = 90.000000000000000000
       end>
     DefaultFont.Charset = DEFAULT_CHARSET
     DefaultFont.Color = clWindowText
@@ -211,30 +195,110 @@ object FAddOrder: TFAddOrder
     LeftCol = 0
     ScrollMode = scmItemScrolling
     DesignTimeSampleData = True
-    ExplicitWidth = 982
+    ExplicitLeft = -231
+    ExplicitTop = 160
+    ExplicitWidth = 871
+  end
+  object cbCorrugatedPlate: TWebCheckBox
+    Left = 4
+    Top = 49
+    Width = 113
+    Height = 22
+    Caption = 'Corrugated Plate'
+    ChildOrder = 3
+    ElementID = 'cbcorrugatedplate'
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object cbWebPlate: TWebCheckBox
+    Left = 134
+    Top = 49
+    Width = 83
+    Height = 22
+    Caption = 'Web Plate'
+    ChildOrder = 3
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object btnCancel: TWebButton
+    Left = 436
+    Top = 105
+    Width = 96
+    Height = 25
+    Caption = 'Cancel'
+    ChildOrder = 5
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object btnConfirm: TWebButton
+    Left = 328
+    Top = 105
+    Width = 96
+    Height = 25
+    Caption = 'Select'
+    ChildOrder = 5
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object cbCuttingDie: TWebCheckBox
+    Left = 239
+    Top = 49
+    Width = 83
+    Height = 22
+    Caption = 'Cutting Die'
+    ChildOrder = 3
+    HeightPercent = 100.000000000000000000
+    WidthPercent = 100.000000000000000000
+  end
+  object edtNotification: TWebEdit
+    Left = 4
+    Top = 16
+    Width = 510
+    Height = 22
+    HelpType = htKeyword
+    TabStop = False
+    ChildOrder = 8
+    ElementFont = efCSS
+    Enabled = False
+    Font.Charset = ANSI_CHARSET
+    Font.Color = clRed
+    Font.Height = -13
+    Font.Name = 'Arial'
+    Font.Style = []
+    HeightPercent = 100.000000000000000000
+    HideSelection = False
+    ParentFont = False
+    TabOrder = 1
+    WidthPercent = 100.000000000000000000
   end
   object XDataWebClient1: TXDataWebClient
     Connection = DMConnection.ApiConnection
-    Left = 370
-    Top = 562
+    Left = 560
+    Top = 61
   end
   object xdwdsCustomers: TXDataWebDataSet
     Connection = DMConnection.ApiConnection
-    Left = 206
-    Top = 564
-    object xdwdsCustomersID: TIntegerField
-      FieldName = 'ID'
+    Left = 70
+    Top = 129
+    object xdwdsCustomersBillAddr: TStringField
+      FieldName = 'BillAddr'
+    end
+    object xdwdsCustomersCompanyName: TStringField
+      FieldName = 'CompanyName'
+    end
+    object xdwdsCustomersId: TStringField
+      FieldName = 'Id'
     end
-    object xdwdsCustomersNAME: TStringField
-      FieldName = 'NAME'
+    object xdwdsCustomersPrimaryPhone: TStringField
+      FieldName = 'PrimaryPhone'
     end
-    object xdwdsCustomersSHORT_NAME: TStringField
-      FieldName = 'SHORT_NAME'
+    object xdwdsCustomersShipAddr: TStringField
+      FieldName = 'ShipAddr'
     end
   end
   object wdsCustomers: TWebDataSource
     DataSet = xdwdsCustomers
-    Left = 38
-    Top = 562
+    Left = 18
+    Top = 127
   end
 end

kgOrdersClient/View.SelectCustomer.html

+<html>
+  <head>
+    <meta http-equiv="Content-type" content="text/html; charset=utf-8" />
+    <title>TMS Web Project</title>
+    <style>
+    </style>
+  </head>
+  <body>
+  </body>
+</html>
\ No newline at end of file

kgOrdersClient/View.SelectCustomer.pas

+unit View.SelectCustomer;
+
+interface
+
+uses
+  System.SysUtils, System.Generics.Collections, System.Classes, JS, Web, WEBLib.Graphics, WEBLib.Controls,
+  WEBLib.Forms, WEBLib.Dialogs, WEBLib.Menus, WEBLib.ExtCtrls, WEBLib.StdCtrls,
+  WEBLib.JSON, Auth.Service, XData.Web.Client, WebLib.Storage,
+  ConnectionModule, App.Types, Vcl.StdCtrls, Vcl.Controls, WEBLib.DBCtrls,
+  Data.DB, XData.Web.JsonDataset, XData.Web.Dataset, WEBLib.DB, VCL.TMSFNCTypes, VCL.TMSFNCUtils,
+  VCL.TMSFNCGraphics, VCL.TMSFNCGraphicsTypes, VCL.TMSFNCGridCell,
+  VCL.TMSFNCGridOptions, VCL.TMSFNCCustomControl, VCL.TMSFNCCustomScrollControl,
+  VCL.TMSFNCGridData, VCL.TMSFNCCustomGrid, VCL.TMSFNCGrid;
+
+type
+  TFSelectCustomer = class(TWebForm)
+    WebLabel1: TWebLabel;
+    WebLabel2: TWebLabel;
+    edtSearch: TWebEdit;
+    edtID: TWebEdit;
+    TMSFNCGrid1: TTMSFNCGrid;
+    cbCorrugatedPlate: TWebCheckBox;
+    cbWebPlate: TWebCheckBox;
+    btnCancel: TWebButton;
+    btnConfirm: TWebButton;
+    cbCuttingDie: TWebCheckBox;
+    edtNotification: TWebEdit;
+    XDataWebClient1: TXDataWebClient;
+    xdwdsCustomers: TXDataWebDataSet;
+    wdsCustomers: TWebDataSource;
+    xdwdsCustomersBillAddr: TStringField;
+    xdwdsCustomersCompanyName: TStringField;
+    xdwdsCustomersId: TStringField;
+    xdwdsCustomersPrimaryPhone: TStringField;
+    xdwdsCustomersShipAddr: TStringField;
+    procedure WebFormCreate(Sender: TObject);
+    procedure WebFormShow(Sender: TObject);
+  private
+    { Private declarations }
+    [Async] procedure GetCustomers();
+    procedure PopulateGridManually();
+  public
+    { Public declarations }
+  end;
+
+var
+  FSelectCustomer: TFSelectCustomer;
+
+implementation
+
+{$R *.dfm
+}
+
+procedure TFSelectCustomer.WebFormCreate(Sender: TObject);
+begin
+  if not DMConnection.ApiConnection.Connected then
+   begin
+    DMConnection.ApiConnection.OpenAsync;
+    console.log('report requirements connection open')
+   end;
+end;
+
+procedure TFSelectCustomer.WebFormShow(Sender: TObject);
+begin
+  getCustomers();
+end;
+
+[async] procedure TFSelectCustomer.getCustomers();
+// retrieves customer list from server
+var
+  xdcResponse: TXDataClientResponse;
+  customerList: TJSObject;
+  i: integer;
+begin
+  // Fetch data from XData service
+  xdcResponse := await(XDataWebClient1.RawInvokeAsync('ILookupService.getQBCustomers', []));
+  customerList := TJSObject(xdcResponse.Result);
+  //console.log(customerList);
+
+  // Load data into TXDataWebDataset
+
+  xdwdsCustomers.Close;
+  xdwdsCustomers.SetJsonData(customerList);
+  xdwdsCustomers.Open;
+  console.log(customerList);
+
+  // Manually populate the grid
+  PopulateGridManually;
+end;
+
+procedure TFSelectCustomer.PopulateGridManually;
+// populates the grid with customers manually.
+var
+  RowIndex: Integer;
+begin
+  TMSFNCGrid1.BeginUpdate;
+  try
+    TMSFNCGrid1.Clear; // Clear any existing data
+
+    // Set up column headers
+    TMSFNCGrid1.ColumnCount := 4;
+    TMSFNCGrid1.RowCount := 1;
+    TMSFNCGrid1.Cells[0, 0] := 'Quickbooks ID';
+    TMSFNCGrid1.Cells[1, 0] := 'Customer ID';
+    TMSFNCGrid1.Cells[2, 0] := 'Customer Name';
+    TMSFNCGrid1.Cells[3, 0] := 'Address';
+
+    // Populate the grid with data from the dataset
+    xdwdsCustomers.First;
+    RowIndex := 1;
+
+    while not xdwdsCustomers.EOF do
+    begin
+      TMSFNCGrid1.RowCount := RowIndex + 1;
+      TMSFNCGrid1.Cells[0, RowIndex] := xdwdsCustomers.FieldByName('Id').AsString;
+     // TMSFNCGrid1.Cells[1, RowIndex] := xdwdsCustomers.FieldByName('SHORT_NAME').AsString;
+      TMSFNCGrid1.Cells[2, RowIndex] := xdwdsCustomers.FieldByName('CompanyName').AsString;
+      TMSFNCGrid1.Cells[3, RowIndex] := xdwdsCustomers.FieldByName('BillAddr').AsString;
+      Inc(RowIndex);
+      xdwdsCustomers.Next;
+    end;
+
+  finally
+    TMSFNCGrid1.EndUpdate;
+  end;
+end;
+
+end.
\ No newline at end of file

kgOrdersClient/View.Users.html

@@ -28,7 +28,6 @@
                                 <th scope="col">Email Address</th>
                                 <th scope="col">Access Type</th>
                                 <th scope="col">System Rights</th>
-                                <th scope="col">Perspective ID</th>
                                 <th scope="col">QB ID</th>
                                 <th scope="col">Edit</th>
                             </tr>

kgOrdersClient/View.Users.pas

@@ -433,12 +433,6 @@ begin
   Cell.innerText := IntToStr(Rights);
   NewRow.appendChild(Cell);
 
-  // Perspective ID Cell
-  Cell := TJSHTMLElement(document.createElement('td'));
-  Cell.setAttribute('data-label', 'Perspective ID');
-  Cell.innerText := PID;
-  NewRow.appendChild(Cell);
-
   // QB ID Cell
   Cell := TJSHTMLElement(document.createElement('td'));
   Cell.setAttribute('data-label', 'QB ID');

kgOrdersClient/webKGOrders.dpr

+
 program webKGOrders;
 
 uses
@@ -25,7 +26,9 @@ uses
   View.OrderEntryCuttingDie in 'View.OrderEntryCuttingDie.pas' {FOrderEntryCuttingDie: TWebForm} {*.html},
   View.OrderEntryWeb in 'View.OrderEntryWeb.pas' {FOrderEntryWeb: TWebForm} {*.html},
   View.Customers in 'View.Customers.pas' {FViewCustomers: TWebForm} {*.html},
-  AddCustomer in 'AddCustomer.pas' {FViewAddCustomer: TWebForm} {*.html};
+  AddCustomer in 'AddCustomer.pas' {FViewAddCustomer: TWebForm} {*.html},
+  View.AddAddress in 'View.AddAddress.pas' {FViewAddAddress: TWebForm} {*.html},
+  View.SelectCustomer in 'View.SelectCustomer.pas' {FSelectCustomer: TWebForm} {*.html};
 
 {$R *.res}
 

kgOrdersClient/webKGOrders.dproj

@@ -196,6 +196,16 @@
             <FormType>dfm</FormType>
             <DesignClass>TWebForm</DesignClass>
         </DCCReference>
+        <DCCReference Include="View.AddAddress.pas">
+            <Form>FViewAddAddress</Form>
+            <FormType>dfm</FormType>
+            <DesignClass>TWebForm</DesignClass>
+        </DCCReference>
+        <DCCReference Include="View.SelectCustomer.pas">
+            <Form>FSelectCustomer</Form>
+            <FormType>dfm</FormType>
+            <DesignClass>TWebForm</DesignClass>
+        </DCCReference>
         <None Include="index.html"/>
         <None Include="css\app.css"/>
         <None Include="config\config.json"/>

kgOrdersServer/QBService.pas

+unit QBService;
+
+interface
+
+uses
+  XData.Service.Common,
+  Aurelius.Mapping.Attributes,
+  System.JSON,
+  System.Generics.Collections,
+  System.Classes;
+
+type
+  [ServiceContract]
+  IQBService = interface(IInvokable)
+    ['{D119A273-0644-484B-B75E-B6FE57BB422C}']
+    [HttpGet] function getCustomers(): TJSONArray;
+  end;
+
+implementation
+
+initialization
+  RegisterServiceType(TypeInfo(IQBService));
+
+end.

kgOrdersServer/QBServiceImplementation.pas

+unit QBServiceImplementation;
+
+interface
+
+uses
+   XData.Server.Module,
+  XData.Service.Common,
+  Api.Database, Data.DB, frxClass, frxExportPDF, JS, System.Hash, System.JSON,
+  Winapi.Windows, Winapi.Messages, System.SysUtils, System.Variants, System.Classes,
+  Vcl.Graphics, Vcl.Controls, Vcl.Forms, Vcl.Dialogs, MemDS, DBAccess, Uni,
+  hyiedefs, hyieutils, iexBitmaps, iesettings, iexLayers, iexRulers,
+  iexToolbars, iexUserInteractions, imageenio, imageenproc, QuickRpt, QRCtrls,
+  dbimageen, Vcl.ExtCtrls, ieview, imageenview, IdBaseComponent, IdComponent,
+  IdTCPConnection, IdTCPClient, IdExplicitTLSClientServerBase, IdFTP,
+  iexProcEffects, frCoreClasses, Common.Logging,
+  DateUtils, QBService,  WEBLib.REST, WEBLib.WebTools,System.Net.HttpClient,
+  System.Net.URLClient, System.Net.HttpClientComponent, System.netencoding,
+  IdHTTP, IdSSLOpenSSL, IdSSLOpenSSLHeaders, System.IniFiles, REST.Client, REST.Types;
+
+type
+  [ServiceImplementation]
+  TQBService = class(TInterfacedObject, IQBService)
+  private
+    procedure SaveTokens(AccessToken, RefreshToken: string);
+    function getCustomers(): TJSONArray;
+    function refreshAccessToken(): string;
+    var
+      AccessToken,RefreshToken,CompanyID,Client,Secret: string;
+      LastRefresh: TDateTime;
+  end;
+
+implementation
+
+function TQBService.getCustomers: TJSONArray;
+var
+  restClient: TRESTClient;
+  restRequest: TRESTRequest;
+  restResponse: TRESTResponse;
+  param: TRESTRequestParameter;
+  res: string;
+  jsValue: TJSONValue;
+  Customer: TJSONValue;
+  jsObj: TJSONObject;
+  CustomerList: TJSONArray;
+  pair: TJSONPair;
+begin
+  restClient := TRESTClient.Create(nil);
+  restClient.BaseURL := 'https://sandbox-quickbooks.api.intuit.com';
+
+  restRequest := TRESTRequest.Create(nil);
+  restRequest.Client := restClient;
+
+  restResponse := TRESTResponse.Create(nil);
+  restRequest.Response := restResponse;
+
+
+  if MinutesBetween(Now, LastRefresh) > 58  then
+  begin
+    RefreshAccessToken();
+  end;
+
+  restRequest.Method := rmGET;
+  //GET /v3/company/<realmId>/customer/<customerId>
+  res := '/v3/company/' + companyid + '/customer/58';
+  restRequest.Resource := res;
+
+  param := restRequest.Params.AddItem;
+  param.Name := 'Authorization';
+  param.Kind := pkHTTPHEADER;
+  param.Options := param.Options + [TRESTRequestParameterOption.poDoNotEncode];
+  param.Value := 'Bearer ' + AccessToken;
+
+  restRequest.Execute;
+
+  jsValue := restResponse.JSONValue;
+
+  jsObj := TJSONObject(jsValue);
+
+  CustomerList := TJSONArray( TJSONObject( jsObj.GetValue('QueryResponse') ).GetValue('Customer')) ;
+
+  result := CustomerList;
+
+ // LoadJSONArray( CustomerList );
+
+  restClient.Free;
+  restRequest.Free;
+  restResponse.Free;
+
+end;
+
+function TQBService.RefreshAccessToken: string;
+// Refresh Token changes so make sure to save refresh token.
+var
+  IdHTTP: TIdHTTP;
+  SSLIO: TIdSSLIOHandlerSocketOpenSSL;
+  RequestStream: TStringStream;
+  EncodedAuth, EncodedAuth2, PostData, response: string;
+  f: TStringList;
+  fi: string;
+  JSObj: TJSONObject;
+  iniFile: TIniFile;
+  Encoder: TBase64Encoding;
+begin
+  // 1. Encode credentials (same as working Postman request)
+
+  // TNetEncoding.Base64.Encode adds a new line every 72 chars, this stops that
+  Encoder := TBase64Encoding.Create(0);
+
+  if( (Client = '') or (Secret = '') ) then
+  begin
+    Logger.Log(1, 'Missing Client ID or Client Secret in INI File');
+    Exit();
+  end;
+
+  EncodedAuth := Encoder.Encode(Client + ':' + Secret);
+  if RefreshToken = '' then
+  begin
+    Logger.Log(3, 'Missing Refresh Token, Please Manually Get a New One and Store in INI File');
+    Exit();
+  end;
+
+  // 2. Prepare POST data (EXACTLY as in Postman)
+  PostData := 'grant_type=refresh_token&refresh_token=' + RefreshToken;
+
+  // 3. Configure HTTP client
+  IdHTTP := TIdHTTP.Create(nil);
+  SSLIO := TIdSSLIOHandlerSocketOpenSSL.Create(nil);
+  try
+    // Force TLS 1.2
+    SSLIO.SSLOptions.Method := sslvTLSv1_2;
+    SSLIO.SSLOptions.SSLVersions := [sslvTLSv1_2];
+    IdHTTP.IOHandler := SSLIO;
+
+    // Set headers (EXACT match with Postman)
+    IdHTTP.Request.ContentType := 'application/x-www-form-urlencoded';
+    IdHTTP.Request.Accept := 'application/json';
+    IdHTTP.Request.CustomHeaders.AddValue('Authorization', 'Basic ' + EncodedAuth);
+
+    // 4. Create and send request
+    RequestStream := TStringStream.Create(PostData, TEncoding.UTF8);
+    try
+
+      // Execute POST
+      try
+        response := IdHTTP.Post('https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer', RequestStream);
+        JSObj :=  TJSONObject.ParseJSONValue(response) as TJSONObject;
+        RefreshToken := JSObj.GetValue('refresh_token').ToString.Trim(['"']);
+        AccessToken := JSObj.GetValue('access_token').ToString.Trim(['"']);
+        SaveTokens(AccessToken, RefreshToken);
+        Result := AccessToken;
+        Logger.Log(1, 'qbAPI - Tokens Successfully Saved');
+      except
+        on E: EIdHTTPProtocolException do
+         // Memo2.Lines.Add('Error: ' + E.Message + #13#10 + 'Response: ' + E.ErrorMessage);
+      end;
+    finally
+      RequestStream.Free;
+    end;
+  finally
+    SSLIO.Free;
+    IdHTTP.Free;
+  end;
+end;
+
+procedure TQBService.SaveTokens(AccessToken, RefreshToken: string);
+var
+  f: TStringList;
+  iniStr, line: string;
+  iniFile: TIniFile;
+begin
+  iniFile := TIniFile.Create( ExtractFilePath(Application.ExeName) + 'kgOrdersServer.ini' );
+  try
+    iniFile.WriteString('Quickbooks', 'RefreshToken', RefreshToken);
+    LastRefresh := Now;
+    Logger.Log(1, 'Tokens Successfully Saved');
+
+  finally
+    IniFile.Free;
+  end;
+  f := TStringList.Create;
+
+
+    // Save to file (overwrites existing file)
+  f.SaveToFile('QB.txt');
+  f.Free;
+end;
+
+initialization
+  RegisterServiceType(TQBService);
+
+end.

kgOrdersServer/Source/Lookup.Service.pas

@@ -132,10 +132,11 @@ type
     START_DATE: String;
     END_DATE: string;
     QB_LIST_ID: string;
-    FAX: string;
+    FFAX: string;
     REP_USER_ID: string;
     ADDRESS_LIST: TList<TAddressItem>;
     ITEMS: TItemList;
+    USERS: TList<TUserItem>
   end;
 
   TCustomerList = class
@@ -392,6 +393,7 @@ type
     [HttpGet] function GenerateOrderCorrugatedPDF(orderID: string): string;
     [HttpGet] function GenerateOrderWebPDF(orderID: string): string;
     [HttpGet] function GenerateOrderCuttingPDF(orderID: string): string;
+    [HttpGet] function getQBCustomers(): TJSONArray;
 
 
     function AddUser(userInfo: string): string;

kgOrdersServer/Source/qbAPI.dfm

@@ -205,4 +205,13 @@ object fQB: TfQB
     TabOrder = 5
     OnClick = Button3Click
   end
+  object Button4: TButton
+    Left = 460
+    Top = 18
+    Width = 95
+    Height = 25
+    Caption = 'Add Estimate'
+    TabOrder = 6
+    OnClick = Button4Click
+  end
 end

kgOrdersServer/Source/qbAPI.pas

@@ -22,10 +22,12 @@ type
     Button2: TButton;
     asgData: TAdvStringGrid;
     Button3: TButton;
+    Button4: TButton;
     procedure Button1Click(Sender: TObject);
     procedure FormCreate(Sender: TObject);
     procedure Button2Click(Sender: TObject);
     procedure Button3Click(Sender: TObject);
+    procedure Button4Click(Sender: TObject);
   private
     { Private declarations }
      httpReqTokenRefresh: TWebHttpRequest;
@@ -88,7 +90,7 @@ begin
 end;
 
 procedure TfQB.Button3Click(Sender: TObject);
-  var
+var
   restClient: TRESTClient;
   restRequest: TRESTRequest;
   restResponse: TRESTResponse;
@@ -146,7 +148,7 @@ begin
 
 end;
 
-procedure TfQB.getCustomers();
+procedure TfQB.Button4Click(Sender: TObject);
 var
   restClient: TRESTClient;
   restRequest: TRESTRequest;
@@ -158,7 +160,9 @@ var
   jsObj: TJSONObject;
   CustomerList: TJSONArray;
   pair: TJSONPair;
+  estimateJSON: TJSONObject;
 begin
+  ///v3/company/<realmID>/estimate
   restClient := TRESTClient.Create(nil);
   restClient.BaseURL := 'https://sandbox-quickbooks.api.intuit.com';
 
@@ -174,12 +178,9 @@ begin
     RefreshAccessToken();
   end;
 
-  restRequest.Method := rmGET;
-  //res := '/v3/company/' + companyID + '/preferences';
-  res := '/v3/company/' + companyID + '/query?query=select * from Customer where CompanyName = ' + quotedStr('TYOGA CONTAINER') + '&minorversion=75';  // '/customer/58';
+  restRequest.Method := rmPOST;
+  res := '/v3/company/' + companyID + '/estimate';
   restRequest.Resource := res;
-  ///query?query=select * from Customer where CompanyName = ' + quotedStr('TYOGA CONTAINER') + '&minorversion=75';
-
 
   param := restRequest.Params.AddItem;
   param.Name := 'Authorization';
@@ -205,6 +206,101 @@ begin
   restClient.Free;
   restRequest.Free;
   restResponse.Free;
+end;
+
+procedure TfQB.getCustomers();
+var
+  restClient: TRESTClient;
+  restRequest: TRESTRequest;
+  restResponse: TRESTResponse;
+  param: TRESTRequestParameter;
+  res: string;
+  jsValue: TJSONValue;
+  jsObj: TJSONObject;
+  CustomerList: TJSONArray;
+  pair: TJSONPair;
+  ModifiedList: TJSONArray;
+  ParsedCustomer, Customer: TJSONObject;
+  I: integer;
+  BillAddr: TJSONObject;
+  ShipAddr: TJSONObject;
+begin
+  restClient := TRESTClient.Create(nil);
+  restClient.BaseURL := 'https://sandbox-quickbooks.api.intuit.com';
+
+  restRequest := TRESTRequest.Create(nil);
+  restRequest.Client := restClient;
+
+  restResponse := TRESTResponse.Create(nil);
+  restRequest.Response := restResponse;
+
+
+  if MinutesBetween(Now, LastRefresh) > 58  then
+  begin
+    RefreshAccessToken();
+  end;
+
+  restRequest.Method := rmGET;
+  //res := '/v3/company/' + companyID + '/preferences';
+  res := '/v3/company/' + companyID + '/query?query=select * from Customer&minorversion=75';  // '/customer/58';
+  restRequest.Resource := res;
+  ///query?query=select * from Customer where CompanyName = ' + quotedStr('TYOGA CONTAINER') + '&minorversion=75';
+
+
+  param := restRequest.Params.AddItem;
+  param.Name := 'Authorization';
+  param.Kind := pkHTTPHEADER;
+  param.Options := param.Options + [TRESTRequestParameterOption.poDoNotEncode];
+  param.Value := 'Bearer ' + AccessToken;
+
+  restRequest.Execute;
+
+  //memo1.Lines.Add(restresponse.Content);
+
+  jsValue := restResponse.JSONValue;
+
+  jsObj := TJSONObject(jsValue);
+  {Memo2.Lines.Add(res);
+  Memo2.Lines.Add( jsObj.Format(2) ); }
+  //CustomerList := TJSONArray(restResponse.JSONValue);
+
+  CustomerList := TJSONArray( TJSONObject( jsObj.GetValue('QueryResponse') ).GetValue('Customer')) ;
+
+  ModifiedList := TJSONArray.Create;
+
+  for I := 0 to CustomerList.Count - 1 do
+  begin
+    Customer := CustomerList.Items[I] as TJSONObject;
+    ParsedCustomer := TJSONObject.Create;
+
+    try
+      // Directly add values without cloning
+      ParsedCustomer.AddPair('id', Customer.GetValue('Id'));
+      ParsedCustomer.AddPair('name', Customer.GetValue('DisplayName'));
+
+      if Customer.GetValue('BillAddr') <> nil then
+      begin
+        BillAddr := Customer.GetValue('BillAddr') as TJSONObject;
+        ParsedCustomer.AddPair('BillAddr_line1', BillAddr.GetValue('Line1', ''));
+        ParsedCustomer.AddPair('BillAddr_City', BillAddr.GetValue('City', ''));
+        ParsedCustomer.AddPair('BillAddr_State', BillAddr.GetValue('CountrySubDivisionCode', ''));
+        ParsedCustomer.AddPair('BillAddr_Zip', BillAddr.GetValue('PostalCode', ''));
+        ParsedCustomer.AddPair('BillAddr', BillAddr.GetValue('Line1', '') + ', '
+                                          + BillAddr.GetValue('City', '') +  ', '
+                                          + BillAddr.GetValue('CountrySubDivisionCode', '') + ' '
+                                          + BillAddr.GetValue('PostalCode', '') );
+      end;
+    except
+      ParsedCustomer.Free;
+      raise;
+    end;
+  end;
+
+  LoadJSONArray( ModifiedList );
+
+  restClient.Free;
+  restRequest.Free;
+  restResponse.Free;
 
 end;
 

kgOrdersServer/kgOrdersServer.dpr

@@ -26,7 +26,9 @@ uses
   rOrderCorrugated in 'Source\rOrderCorrugated.pas' {rptOrderCorrugated: TDataModule},
   rOrderWeb in 'Source\rOrderWeb.pas' {rptOrderWeb: TDataModule},
   rOrderCutting in 'Source\rOrderCutting.pas' {rptOrderCutting: TDataModule},
-  qbAPI in 'Source\qbAPI.pas' {fQB};
+  qbAPI in 'Source\qbAPI.pas' {fQB},
+  QBService in 'QBService.pas',
+  QBServiceImplementation in 'QBServiceImplementation.pas';
 
 type
   TMemoLogAppender = class( TInterfacedObject, ILogAppender )

kgOrdersServer/kgOrdersServer.dproj

@@ -201,6 +201,8 @@
             <Form>fQB</Form>
             <FormType>dfm</FormType>
         </DCCReference>
+        <DCCReference Include="QBService.pas"/>
+        <DCCReference Include="QBServiceImplementation.pas"/>
         <BuildConfiguration Include="Base">
             <Key>Base</Key>
         </BuildConfiguration>

kgOrdersServer/kgOrdersServer.ini

@@ -2,7 +2,7 @@
 MemoLogLevel=3
 FileLogLevel=5
 webClientVersion=0.9.2
-LogFileNum=555
+LogFileNum=591
 
 [Database]
 Server=192.168.159.131
@@ -17,5 +17,6 @@ Password=emsys01
 CompanyID=9341454272655710 
 ClientID=ABgO14uvjh8XqLud7spQ8lkb98AUpcdA7HbyMJfCAtl65sQ5yy
 ClientSecret=bQ06TRemHeAGFzVHRaTUvUoBU9jpU9itK6MOMgqN
-RefreshToken=RT1-86-H0-17551964757vq6lk1eu183mmu09c1o
-
+RefreshToken=RT1-25-H0-1756568183wceqmvmfoz1ccfcr1fcq
+AccessToken=eyJhbGciOiJkaXIiLCJlbmMiOiJBMTI4Q0JDLUhTMjU2IiwieC5vcmciOiJIMCJ9..oXhfeeG4jA22E97aNL7zcg.ie7-Ny9UQ8NuozYWGP5YLDk1KZqrMc8U1qD4hQWBV7-J4To2zk1CBvp3of53lbQTqH2tUu8QoMAwJy7RkuwQ9-Y3PmPesu_LxgGTW-6b2K-W5fUSat03C62ExFr1e1RLgaQGcnJSJOVUyGP3DlwwmKk0YyHMeWkSwkKNYVpdgnUpOHFzXBDbYlF0vI6M6oY6PwEooEWK-K6TCo6tW_AhqxBiMAW4CDPvEKw1iGlrwJDouemK-ttd4PL2-mNaKcpAL6KWT8qeIIgHNySf3Y3Kd5EVmlp6v_NaHu4cYidmIsk1FhKlPRLoiCZoK4Rm0WA3OWKu55_T4rbbqUf6ZpLZZMzZfnzQPslZxV8N6L0fqyik6u4arkY1oCIOvM0TyCyRxP-mdd0rDyEOvrOusehoTrtVi-DG0C8t2rdYxsm8bVAWQew_S77-aWq_y8MQGaQ1TY9gtlTmIeVPLfK6wPZ4jZ3jiC6Yc4SQsIosz_hC5qE.YIBYv0DUUeO2d_6s6SiIOA
+LastRefresh=5/21/2025 11:39:37 AM