Foodsoft/foodsoft
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Code Issues 36 Pull requests 5 Projects 1 Releases Wiki Activity
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168 commits

Author SHA1 Message Date
Patrick Gansterer
260ef90f6b Add option to create a financial_link when creating financial_transaction 
If multiple financial transaction belong to a bank transaction, it
is sometimes easier to create them as a collection and add the bank
transaction instead of adding all financial transaction to a link
created via a bank transaction.
 2019-10-30 22:27:18 +01:00
Patrick Gansterer
7875eeff2c Fix link for creation of financial link on bank transaction page 2019-10-30 12:44:29 +01:00
Patrick Gansterer
d89254c42b Show attachment and note in the unpaid invoices overview 2019-10-30 12:43:23 +01:00
Patrick Gansterer
c559a31a9e Fix and clean up bank account translations for English and German 2019-10-30 12:42:41 +01:00
Patrick Gansterer
30c53746fc Replace custom search placeholder with ui.search_placeholder 2019-10-30 12:00:46 +01:00
Patrick Gansterer
1550eedb5a Add additional eager loading annotations 2019-10-30 11:53:44 +01:00
Patrick Gansterer
8e2ca5e7d7 Add automatic generation of financial transactions and links 2019-10-29 13:52:56 +01:00
Tom Carchrae
ef545e978e add search to balancing page (PR #651) 
(cherry picked from commit 2039da54b2077a6befccb409ef02a3172bcba237)
 2019-05-01 17:33:32 +00:00
Tom Carchrae
99052fa3a7 Don't allow changes to settled orders (PR #614) 2019-03-26 19:14:39 +00:00
Tom Carchrae
02328eba2b fix missing translation 2019-02-20 22:26:51 +01:00
Patrick Gansterer
b029fb98d6 Show sums for financial transaction types for ordergroups 2019-02-05 23:31:16 +01:00
Tom Carchrae
e5f64cff8c units cannot show html in tooltip 2019-01-18 18:26:11 +01:00
Patrick Gansterer
52323b98b8 Fix create_collection in FinancialTransactionsController 2019-01-17 20:27:43 +01:00
Patrick Gansterer
389f205a6b Add set_balance to FinancialTransactions#new_collection (fixes #438) 
A new checkbox will allow user to set the balance to a given ABSOLUTE value
in addition to changing it by a RELATIVE value. This can be used if the
balance is tracked outside of foodsoft and should be syncroniced or for
setting the balance to zero for multiple ordergroups.
 2019-01-15 04:44:16 +01:00
Patrick Gansterer
903086ab97 Add import route for bank_transactions 2018-10-12 15:47:02 +02:00
Patrick Gansterer
707501e3f8 Add edit functionality for financial links 2018-10-12 13:18:23 +02:00
Patrick Gansterer
f0a55fb951 Add model and views for bank accounts 2018-10-11 22:29:15 +02:00
Patrick Gansterer
6cc02cb563 Add format helper for currency 2018-10-11 21:56:46 +02:00
Patrick Gansterer
924f346b4c Show the financial transaction type if there are more than one type #367 2017-12-09 11:51:23 +01:00
Patrick Gansterer
e7657b987f Update model to support financial transactions #367 
This change introduces two new data types to group the financial
transactions. Now every transaction has a "type", which itself belongs
to a "class".
Types should be used add structured information to an transaction, instead
of writing it into the notice textfield. E.g. this could be used to have
different types depending on the source of money (cash vs. bank transfer).
Classes are shown as different columns in the tables and will be uses to
group transactions of specific types. They should be used if not the whole
amount of ordergroup should be used to order food. E.g. if there is a
deposit or membership fee, which is independent of the normal credit.
This will allow us to implement additional features based on classes in
the future. E.g. the sum of transactions in the "membership fee" class
must be positive to allow food orders or show a big warning if it is bellow
a certain value.
 2017-12-09 11:51:23 +01:00
Patrick Gansterer
53bb096046 Add FinancialLinks 
For now this is only usefull for plugins, since there is no UI.
 2017-10-28 20:17:16 +02:00
Patrick Gansterer
75deec9f06 Add custom fields to invoice, odergroup, supplier and user 2017-10-28 20:16:47 +02:00
Patrick Gansterer
72b5a5ca82 Add option to show account balance instead of available funds 
Some foodcoops do not use the accounting feature of the foodsoft, which
results in wrong calculation of the available credit. To avoid
confusions show the current account balance instead.
 2017-10-28 20:16:25 +02:00
Patrick Gansterer
6989e2f4f7 Add view for unpaid invoices 2017-10-26 21:27:26 +02:00
wvengen
d06a9ed3f0 Fix dynamic select2 usage (oops!) 2016-08-12 15:54:28 +02:00
wvengen
961c50b7e5 Hide delete attachment button when none present 2016-05-06 15:57:15 +02:00
Patrick Gansterer
749791bb7a Add possibility to add an attachment to an invoice #345 2016-05-06 15:04:58 +02:00
wvengen
4433a665e4 Merge pull request #421 from foodcoop1040/edit_links 
Add page to edit deliveries and orders linked to an invoice
 2016-03-11 13:39:27 +01:00
Patrick Gansterer
b8010fedca Add ordergroup_name to GroupOrder 2016-03-11 13:36:49 +01:00
Patrick Gansterer
efb929e64f Allow editing of linked deliveries and orders at invoice 2016-03-11 13:23:13 +01:00
wvengen
b56df39623 Merge pull request #417 from foodcoop1040/deliveries_col 
Hide deliveries column if there are no deliveries
 2016-03-11 11:53:40 +01:00
wvengen
0b70ce39a8 Merge pull request #414 from foodcoop1040/ftc 
Add a button to add all ordergroups to a new finanacial transaction c…
 2016-03-07 19:45:45 +01:00
wvengen
b4e2ddf66d Merge pull request #412 from foodcoop1040/confirm 
Get rid of duplicated confirm_delete translations
 2016-03-07 19:44:06 +01:00
Patrick Gansterer
7d7dfd7155 Hide deliveries column if there are no deliveries 
For foodcoops which do not use the delivery feature the column occupies
space in the table, which could be user better with something else.
 2016-03-06 14:01:24 +01:00
Patrick Gansterer
a5d0c5ccab Add a button to add all ordergroups to a new finanacial transaction collection 
This function can be used if we need to add the same financial transaction
to all ordergroups at the same time. E.g. the monthly membership fee.
 2016-03-06 11:53:31 +01:00
Patrick Gansterer
c62104a388 Get rid of duplicated confirm_delete translations 2016-03-04 23:13:28 +01:00
Patrick Gansterer
5e744453f8 Add more infos to the invoice page 
When a foodcoop does not use the balancing feature the invoice page is
the main page for informations. Add all related information to it, so
people do not need to open the balancing page.
 2016-03-04 22:26:55 +01:00
Patrick Gansterer
1efd3745df Replace "count > 0" with "any?" 2016-03-04 20:01:56 +01:00
Patrick Gansterer
b623b6abbf Remove useless if in invoices form 
The created_at field has a value all the time, so the check if it is set
make no sense since it evaluates to true all the time.
 2016-03-04 19:06:05 +01:00
Patrick Gansterer
b30b4e46d8 Order items in select boxes 2016-03-04 18:28:00 +01:00
Patrick Gansterer
d383288f4f Add missing class="btn" to edit button of invoice 
This aligns the interface with all other pages.
 2016-03-04 17:04:00 +01:00
wvengen
4cacb740d1 Small improvement in invoice edit 2016-03-04 16:14:54 +01:00
Patrick Gansterer
1315103a7d Add role_invoices 
This new role allows users to create invoices without role_finance. Users
can then only modify their own created invoices until somebody with the
role_finance sets the paid_on value.
 2016-03-04 16:06:02 +01:00
Patrick Gansterer
460cf1e82c Change relationship of invoices #390 
This change will allow us to have invoices for more than one order/delivery
in the future. There are no UI changes for now.
 2016-03-04 15:55:39 +01:00
Patrick Gansterer
a97eee68b1 Make date clickable in finance overview #392 2016-02-24 00:39:50 +01:00
Patrick Gansterer
a42dd07d5c Make invoice date clickable #391 2016-02-24 00:39:34 +01:00
Patrick Gansterer
3d6f908102 Add created_by to invoice and show it 2016-02-24 00:39:07 +01:00
wvengen
9efa9d5d43 Handle errors using Gaffe 2015-07-21 00:08:17 +02:00
wvengen
c08c29b0e7 Don't show deleted ordergroups (closes foodcoops/foodsoft#362) 2015-04-17 18:27:50 +02:00
wvengen
507651f5ba Move small close button to helper. 
Workaround for show order deface override nuking attributes of the close button.
 2015-04-10 18:58:51 +02:00