Add option to create a new FinancialTransaction at a FinancialLink
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8 changed files with 66 additions and 1 deletions
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@ -64,6 +64,20 @@ class Finance::FinancialLinksController < Finance::BaseController
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redirect_to finance_link_url(@financial_link), notice: t('.notice')
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end
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def new_financial_transaction
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@financial_transaction = FinancialTransaction.new(financial_link: @financial_link)
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@financial_transaction.amount = @financial_link.amount
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@financial_transaction.ordergroup_id = find_best_fitting_ordergroup_id_for_financial_link(@financial_link.id)
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end
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def create_financial_transaction
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financial_transaction = FinancialTransaction.new(financial_transaction_params)
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financial_transaction.ordergroup.add_financial_transaction! financial_transaction.amount, financial_transaction.note, current_user, financial_transaction.financial_transaction_type, @financial_link
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redirect_to finance_link_url(@financial_link), notice: t('.notice')
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rescue => error
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redirect_to finance_link_url(@financial_link), alert: t('errors.general_msg', msg: error)
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end
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def index_financial_transaction
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@financial_transactions = FinancialTransaction.without_financial_link.includes(:financial_transaction_type, :ordergroup)
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end
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@ -102,4 +116,17 @@ protected
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@financial_link = FinancialLink.find(params[:id])
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end
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private
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def financial_transaction_params
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params.require(:financial_transaction).permit(:financial_transaction_type_id, :ordergroup_id, :amount, :note)
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end
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def find_best_fitting_ordergroup_id_for_financial_link(financial_link_id)
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FinancialTransaction.joins(<<-SQL).order(created_on: :desc).pluck(:ordergroup_id).first
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JOIN bank_transactions a ON financial_transactions.financial_link_id = a.financial_link_id
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JOIN bank_transactions b ON a.iban = b.iban AND b.financial_link_id = #{financial_link_id.to_i}
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SQL
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end
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end
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@ -37,4 +37,8 @@ class FinancialLink < ApplicationRecord
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def self.first_unused_or_create
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unused.first || create
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end
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def amount
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bank_transactions.sum(:amount) + invoices.sum(:amount) - financial_transactions.sum(:amount)
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end
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end
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@ -0,0 +1,14 @@
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= simple_form_for @financial_transaction, url: create_financial_transaction_finance_link_path(@financial_link),
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:validate => true do |f|
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.modal-header
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= close_button :modal
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%h3= t('.title')
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.modal-body
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- if FinancialTransactionType.has_multiple_types
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= f.association :financial_transaction_type, include_blank: false
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= f.input :amount
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= f.association :ordergroup, collection: Ordergroup.undeleted.order(:name)
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= f.input :note, :as => :text
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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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@ -0,0 +1,2 @@
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$('#modalContainer').html('#{j(render("new_financial_transaction"))}');
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$('#modalContainer').modal();
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@ -2,7 +2,12 @@
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- content_for :actionbar do
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= link_to t('.add_bank_transaction'), index_bank_transaction_finance_link_path(@financial_link), remote: true, class: 'btn'
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.btn-group
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= link_to t('.add_financial_transaction'), index_financial_transaction_finance_link_path(@financial_link), remote: true, class: 'btn'
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= link_to '#', data: {toggle: 'dropdown'}, class: 'btn dropdown-toggle' do
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%span.caret
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%ul.dropdown-menu
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%li= link_to t('.new_financial_transaction'), new_financial_transaction_finance_link_path(@financial_link), remote: true
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= link_to t('.add_invoice'), index_invoice_finance_link_path(@financial_link), remote: true, class: 'btn'
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%table.table.table-striped
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@ -866,12 +866,16 @@ de:
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notice: Verlinkung wurde zu der Rechnung wurde hinzugefügt.
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create:
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notice: Ein neuer Finanzlink wurde erstellt.
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create_financial_transaction:
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notice: Neue Kontotransaktion wurde hinzugefügt.
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index_bank_transaction:
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title: Banktransaktion hinzufügen
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index_financial_transaction:
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title: Kontotransaktion hinzufügen
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index_invoice:
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title: Rechnung hinzufügen
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new_financial_transaction:
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title: Neue Kontotransaktion hinzufügen
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remove_bank_transaction:
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notice: Verlinkung wurde zu der Banktransaktion wurde entfernt.
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remove_financial_transaction:
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@ -885,6 +889,7 @@ de:
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amount: Betrag
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date: Datum
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description: Beschreibung
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new_financial_transaction: Neu Kontotransaktion hinzufügen
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title: Finanzlink %{number}
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type: Typ
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financial_transactions:
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@ -867,12 +867,16 @@ en:
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notice: Link to the invoice has been added.
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create:
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notice: A new financial link has been created.
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create_financial_transaction:
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notice: Financial transaction has been added.
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index_bank_transaction:
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title: Add bank transaction
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index_financial_transaction:
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title: Add financial transaction
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index_invoice:
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title: Add invoice
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new_financial_transaction:
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title: Add financial transaction
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remove_bank_transaction:
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notice: Link to the bank transaction has been removed.
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remove_financial_transaction:
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@ -886,6 +890,7 @@ en:
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amount: Amount
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date: Date
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description: Description
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new_financial_transaction: New financial transaction
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title: Financial link %{number}
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type: Type
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financial_transactions:
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@ -190,6 +190,9 @@ Rails.application.routes.draw do
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get :index_invoice
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put 'invoices/:invoice', action: 'add_invoice', as: 'add_invoice'
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delete 'invoices/:invoice', action: 'remove_invoice', as: 'remove_invoice'
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get :new_financial_transaction
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post :create_financial_transaction
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end
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end
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