Add option to ignore financial transaction when calculating the balance
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@ -1,10 +1,14 @@
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class FinancialTransactionClass < ApplicationRecord
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has_many :financial_transaction_types, dependent: :destroy
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has_many :supplier_category, dependent: :restrict_with_exception
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has_many :financial_transactions, through: :financial_transaction_types
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has_many :ordergroups, -> { distinct }, through: :financial_transactions
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validates :name, presence: true
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validates_uniqueness_of :name
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after_save :update_balance_of_ordergroups
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scope :sorted, -> { order(name: :asc) }
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def self.has_multiple_classes
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@ -18,4 +22,10 @@ class FinancialTransactionClass < ApplicationRecord
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I18n.t('activerecord.attributes.financial_transaction.amount')
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end
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end
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private
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def update_balance_of_ordergroups
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ordergroups.each { |og| og.update_balance! }
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end
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end
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@ -2,6 +2,7 @@ class FinancialTransactionType < ApplicationRecord
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belongs_to :financial_transaction_class
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belongs_to :bank_account, optional: true
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has_many :financial_transactions, dependent: :restrict_with_exception
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has_many :ordergroups, -> { distinct }, through: :financial_transactions
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validates :name, presence: true
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validates_uniqueness_of :name
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@ -9,6 +10,7 @@ class FinancialTransactionType < ApplicationRecord
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validates_format_of :name_short, :with => /\A[A-Za-z]*\z/
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validates :financial_transaction_class, presence: true
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after_save :update_balance_of_ordergroups
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before_destroy :restrict_deleting_last_financial_transaction_type
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scope :with_name_short, -> { where.not(name_short: [nil, '']) }
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@ -27,4 +29,10 @@ class FinancialTransactionType < ApplicationRecord
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def restrict_deleting_last_financial_transaction_type
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raise I18n.t('model.financial_transaction_type.no_delete_last') if FinancialTransactionType.count == 1
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end
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private
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def update_balance_of_ordergroups
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ordergroups.each { |og| og.update_balance! }
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end
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end
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@ -103,7 +103,11 @@ class Ordergroup < Group
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end
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def update_balance!
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update_attribute :account_balance, financial_transactions.sum('amount')
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new_account_balance = financial_transactions
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.joins(financial_transaction_type: [:financial_transaction_class])
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.where({ financial_transaction_classes: { ignore_for_account_balance: false} })
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.sum(:amount)
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update_attribute :account_balance, new_account_balance
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end
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def avg_jobs_per_euro
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@ -4,6 +4,7 @@
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%h3= @financial_transaction_class.new_record? ? t('.title_new') : t('.title_edit')
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.modal-body
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= f.input :name
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= f.input :ignore_for_account_balance
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.modal-footer
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= link_to t('ui.close'), '#', class: 'btn', data: {dismiss: 'modal'}
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= f.submit class: 'btn btn-primary'
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@ -101,6 +101,7 @@ ActiveRecord::Schema.define(version: 2021_02_05_090257) do
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create_table "financial_transaction_classes", id: :integer, force: :cascade do |t|
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t.string "name", null: false
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t.boolean "ignore_for_account_balance", default: false, null: false
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end
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create_table "financial_transaction_types", id: :integer, force: :cascade do |t|
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@ -8,23 +8,51 @@ describe Ordergroup do
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let(:ftt3) { create :financial_transaction_type, financial_transaction_class: ftc2 }
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let(:user) { create :user, groups:[create(:ordergroup)] }
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it 'has correct FinancialTransactionClass sums' do
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og = user.ordergroup
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og.add_financial_transaction!(-1, '-1', user, ftt1)
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og.add_financial_transaction!(2, '2', user, ftt1)
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og.add_financial_transaction!(3, '3', user, ftt1)
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context 'with financial transactions' do
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before do
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og = user.ordergroup
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og.add_financial_transaction!(-1, '-1', user, ftt1)
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og.add_financial_transaction!(2, '2', user, ftt1)
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og.add_financial_transaction!(3, '3', user, ftt1)
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og.add_financial_transaction!(-10, '-10', user, ftt2)
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og.add_financial_transaction!(20, '20', user, ftt2)
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og.add_financial_transaction!(30, '30', user, ftt2)
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og.add_financial_transaction!(-10, '-10', user, ftt2)
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og.add_financial_transaction!(20, '20', user, ftt2)
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og.add_financial_transaction!(30, '30', user, ftt2)
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og.add_financial_transaction!(-100, '-100', user, ftt3)
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og.add_financial_transaction!(200, '200', user, ftt3)
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og.add_financial_transaction!(300, '300', user, ftt3)
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og.add_financial_transaction!(-100, '-100', user, ftt3)
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og.add_financial_transaction!(200, '200', user, ftt3)
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og.add_financial_transaction!(300, '300', user, ftt3)
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end
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result = Ordergroup.include_transaction_class_sum.where(id: og).first
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expect(result["sum_of_class_#{ftc1.id}"]).to eq 4
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expect(result["sum_of_class_#{ftc2.id}"]).to eq 440
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it 'has correct account balance' do
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og = user.ordergroup
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expect(og.account_balance).to eq 444
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ftc1.reload
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ftc1.update_attributes!(ignore_for_account_balance: true)
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og.reload
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expect(og.account_balance).to eq 440
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ftt2.reload
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ftt2.update_attributes!(financial_transaction_class: ftc1)
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og.reload
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expect(og.account_balance).to eq 400
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end
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it 'has correct FinancialTransactionClass sums' do
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og = user.ordergroup
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result = Ordergroup.include_transaction_class_sum.where(id: og).first
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expect(result["sum_of_class_#{ftc1.id}"]).to eq 4
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expect(result["sum_of_class_#{ftc2.id}"]).to eq 440
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ftt2.reload
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ftt2.update_attributes!(financial_transaction_class: ftc1)
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result = Ordergroup.include_transaction_class_sum.where(id: og).first
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expect(result["sum_of_class_#{ftc1.id}"]).to eq 44
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expect(result["sum_of_class_#{ftc2.id}"]).to eq 400
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end
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end
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end
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