Add reference_calculator

app/controllers/home_controller.rb

@@ -14,6 +14,15 @@ class HomeController < ApplicationController
   def profile
   end
 
+  def reference_calculator
+    if current_user.ordergroup
+      @types = FinancialTransactionType.with_name_short.order(:name)
+      @bank_accounts = @types.includes(:bank_account).map(&:bank_account).uniq.compact
+    else
+      redirect_to root_url, alert: I18n.t('group_orders.errors.no_member')
+    end
+  end
+
   def update_profile
     if @current_user.update_attributes(user_params)
       @current_user.ordergroup.update_attributes(ordergroup_params) if ordergroup_params

app/models/financial_transaction_type.rb

@@ -1,5 +1,6 @@
 class FinancialTransactionType < ApplicationRecord
   belongs_to :financial_transaction_class
+  belongs_to :bank_account
   has_many :financial_transactions, dependent: :restrict_with_exception
 
   validates :name, presence: true
@@ -10,6 +11,8 @@ class FinancialTransactionType < ApplicationRecord
 
   before_destroy :restrict_deleting_last_financial_transaction_type
 
+  scope :with_name_short, -> { where.not(name_short: [nil, '']) }
+
   def self.default
     first
   end

app/views/admin/financial_transaction_types/_form.html.haml

@@ -6,6 +6,9 @@
     = f.input :name
     = f.association :financial_transaction_class, :include_blank => false
     = f.input :name_short
+    - if BankAccount.count > 1
+      = f.association :bank_account
+    %small= t '.name_short_desc'
   .modal-footer
     = link_to t('ui.close'), '#', class: 'btn', data: {dismiss: 'modal'}
     = f.submit class: 'btn btn-primary'

app/views/home/reference_calculator.haml

@@ -0,0 +1,76 @@
+- title t('.title')
+
+- content_for :javascript do
+  :javascript
+    $(function() {
+      var default_bank_account = $('p[data-text]').attr('data-text');
+
+      function update() {
+        var items = {};
+        var hide_placeholder = false;
+
+        $('input[data-has-name-short]').each(function() {
+          var bank_account = $(this).attr('data-bank-account') || default_bank_account;
+          var name = $(this).attr('name');
+          var value = Math.ceil(parseFloat($(this).val()) * 100) / 100;
+          if (value > 0) {
+            var item = items[bank_account];
+            if (!item) {
+              items[bank_account] = item = { amount: 0, values: {} };
+            }
+
+            item.amount += value;
+            item.values[name] = value;
+            hide_placeholder = true;
+          }
+        });
+
+        $('p[data-text]').each(function() {
+          var ele = $(this);
+          var bank_account = ele.attr('data-text');
+          var item = items[bank_account];
+          console.dir(item);
+          if (item) {
+            ele.show();
+            ele.find('.amount').text(item.amount);
+            ele.find('.reference').text((#{BankTransactionReference.js_code_for_user(@current_user)})(item.values));
+          } else {
+            ele.hide();
+          }
+        });
+
+        if (hide_placeholder) {
+          $('#placeholder').hide();
+        } else {
+          $('#placeholder').show();
+        }
+      }
+
+      $(document).on('input', 'input[data-has-name-short]', update);
+      update();
+    });
+
+= form_tag finance_create_transaction_collection_path do
+  %p
+    %table#ordergroups
+      %thead
+        %tr
+          %th= heading_helper FinancialTransactionType, :name
+          %th= heading_helper FinancialTransaction, :amount
+      %tbody
+        - for t in @types
+          %tr
+            %td= "#{t.name} (#{t.name_short}):"
+            %td= text_field_tag t.name_short, nil, class: 'input-small',
+              'data-has-name-short' => true, 'data-bank-account' => t.bank_account.try(:id),
+              step: 0.01, type: :number
+  %p#placeholder
+    = t('.placeholder')
+  - for ba in @bank_accounts
+    %p{'data-text' => ba.id}
+      = t('.text0')
+      %b.amount= '?'
+      = t('.text1')
+      %b.reference= '?'
+      = t('.text2')
+      %b= ba.iban

app/views/layouts/application.html.haml

@@ -9,6 +9,8 @@
       %ul.dropdown-menu
         %li= link_to t('.profile'), my_profile_path
         %li= link_to t('.ordergroup'), my_ordergroup_path
+        - if BankAccount.any? && FinancialTransactionType.with_name_short.any?
+          %li= link_to t('.reference_calculator'), home_reference_calculator_path
         %li= link_to t('.logout'), logout_path
     %li{class: ('disabled' if FoodsoftConfig[:homepage].blank?)}
       = link_to FoodsoftConfig[:name], FoodsoftConfig[:homepage]

config/locales/de.yml

@@ -61,6 +61,7 @@ de:
         ordergroup: Bestellgruppe
         user: Eingetragen von
       financial_transaction_type:
+        bank_account: Bankkonto
         financial_transaction_class: Kontotransaktionsklasse
         name_short: Kurzname
       group_order:
@@ -298,6 +299,7 @@ de:
         title_new: Kontotransaktionsklasse anlegen
     financial_transaction_types:
       form:
+        name_short_desc: Der Kurzname ist notwendig, falls der Kontotransaktionstyp in Banktransaktionen automatisch erkannt werden soll. Falls es mehrere Bankkonten gibt, kann das gewünschte Zielkonto für Überweisungen ausgewählt werden.
         title_edit: Kontotransaktionstyp bearbeiten
         title_new: Kontotransaktionstyp anlegen
     mail_delivery_status:
@@ -1088,6 +1090,12 @@ de:
       title: Mein Profil
       user:
         since: "(Mitglied seit %{when})"
+    reference_calculator:
+      placeholder: Bitte fülle zuerst die einzelnen Felder mit den gewünschten Beträgen für die Überweisung aus, um die Zahlungsreferenz für diese Transaktion anzuzeigen.
+      text0: Bitte überweise
+      text1: mit der Zahlungsreferenz
+      text2: auf das Bankkonto
+      title: Zahlungsreferenz-Rechner
     start_nav:
       finances:
         accounts: Konten aktualisieren
@@ -1132,6 +1140,7 @@ de:
       logout: Abmelden
       ordergroup: Meine Bestellgruppe
       profile: Profil bearbeiten
+      reference_calculator: Zahlungsreferenz-Rechner
   lib:
     render_pdf:
       page: Seite %{number} von %{count}

config/locales/en.yml

@@ -67,6 +67,7 @@ en:
       financial_transaction_class:
         name: Name
       financial_transaction_type:
+        bank_account: Bank Account
         name: Name
         financial_transaction_class: Financial transaction class
         name_short: Short Name
@@ -314,6 +315,7 @@ en:
         title_new: Add new financial transaction class
     financial_transaction_types:
       form:
+        name_short_desc: The short name is mandatory for financial transaction types which should be automatically assignable in bank transactions. If there are multiple bank accounts, the preferred target account for bank transfers can be selected.
         title_edit: Edit financial transaction type
         title_new: Add new financial transaction type
     mail_delivery_status:
@@ -1116,6 +1118,12 @@ en:
       user:
         since: "(member for %{when})"
         title: "%{user}"
+    reference_calculator:
+      placeholder: Please enter the amounts you want to tranfser in every field first, to see the reference you should use for that transaction.
+      text0: Please transfer
+      text1: with the reference
+      text2: to the bank account
+      title: Reference Calculator
     start_nav:
       admin: Administration
       finances:
@@ -1167,6 +1175,7 @@ en:
       logout: Logout
       ordergroup: My ordergroup
       profile: Edit profile
+      reference_calculator: Reference Calculator
     logo: "<span>food</span>soft"
   lib:
     render_pdf:

config/routes.rb

@@ -31,6 +31,7 @@ Foodsoft::Application.routes.draw do
     ########### User specific
 
     get   '/home/profile', as: 'my_profile'
+    get   '/home/reference_calculator'
     patch '/home/update_profile', as: 'update_profile'
     get   '/home/ordergroup' => 'home#ordergroup', as: 'my_ordergroup'
     post  '/home/cancel_membership' => 'home#cancel_membership', as: 'cancel_membership'

db/migrate/20181205010000_add_bank_account_to_financial_transaction_type.rb

@@ -0,0 +1,5 @@
+class AddBankAccountToFinancialTransactionType < ActiveRecord::Migration
+  def change
+    add_reference :financial_transaction_types, :bank_account
+  end
+end

db/schema.rb

@@ -11,7 +11,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema.define(version: 20181205000000) do
+ActiveRecord::Schema.define(version: 20181205010000) do
 
   create_table "article_categories", force: :cascade do |t|
     t.string "name",        limit: 255, default: "", null: false
@@ -124,6 +124,7 @@ ActiveRecord::Schema.define(version: 20181205000000) do
     t.string  "name",                           limit: 255, null: false
     t.integer "financial_transaction_class_id", limit: 4,   null: false
     t.string  "name_short",                     limit: 255
+    t.integer "bank_account_id",                limit: 4
   end
 
   add_index "financial_transaction_types", ["name_short"], name: "index_financial_transaction_types_on_name_short", using: :btree

lib/bank_transaction_reference.rb

@@ -17,4 +17,18 @@ class BankTransactionReference
     return ret
   end
 
+  def self.js_code_for_user(user)
+    %{
+      function(items) {
+        var ret = "FS#{user.ordergroup.id}.#{user.id}";
+        for (var key in items) {
+          if (items.hasOwnProperty(key)) {
+            ret += key + items[key];
+          }
+        }
+        return ret;
+      }
+    }
+  end
+
 end