Commit graph

946 commits

Author SHA1 Message Date
Patrick Gansterer
d90d188dbf Add SupplierCategory
This allows the categorization of suppliers. For a better reporting
it is necessary to split the expenses of the invoices.
E.g. we want to be able to generate independent sums of general cost
like the rent or electricity and the cost of the bought articles.
2020-07-30 17:46:07 +02:00
Patrick Gansterer
645c142bf6 Add FinancialLinksController#incomplete 2020-07-30 17:19:02 +02:00
Patrick Gansterer
057f3ec8ea Add welcome mail 2020-07-30 17:14:14 +02:00
Patrick Gansterer
3f25138997 Add option to create foodcoop transaction when creating a collection
This option can be used, if a kind of "double-entry accounting" is used
and every transaction should have a corresponding transaction.
2020-07-29 18:11:51 +02:00
Florian Lentsch
5eb8abf431 Potential fix for one of the issues mentioned in #49
Reduces the number of SQL queries used on group_orders/index and
group_orders/archive, but adds extra  complexity to the code
2020-07-29 13:15:11 +02:00
Patrick Gansterer
602f663245 Add UI to show and create financial transactions for the foodcoop 2020-07-29 11:43:45 +02:00
Patrick Gansterer
1a49bee42d Adopt model to allow FinancialTransaction without an ordergroup
This will allow us to add accounting for the foodcoop itself, to support
listing for spendings independent of the order (e.g. rent, electricity).
2020-07-29 11:43:31 +02:00
Patrick Gansterer
e16f03eebf Add reference_calculator 2020-07-29 11:02:58 +02:00
Patrick Gansterer
0aa853c53d Add information text to the receive view 2020-06-22 16:35:22 +02:00
Patrick Gansterer
5a9cc811c9 Add download for articles 2020-06-22 16:35:22 +02:00
Patrick Gansterer
b6f5295267 Add created_by user to Task 2020-04-11 00:04:49 +02:00
Patrick Gansterer
9b889dd643 Add option to create ordergroup together with user 2020-04-11 00:04:49 +02:00
Patrick Gansterer
3b79c05ffe Add link to unpaid invoices to invoice index page 2020-04-11 00:03:55 +02:00
Patrick Gansterer
08065a09ec Sort suppliers in dropdown menu for new deliveries 2020-04-10 23:59:06 +02:00
Patrick Gansterer
a3defc5463 Add FinacialTransaction create_collection for ordergroup custom fields
Custom fields of an ordergroup can set financial_transaction_source to
true, to act as an source for a new collection of FinacialTransaction.

A typical usecase would be a variable membership fee, which will be stored
in a custom field on the ordergroup. When a new membership period begins
a collection with all membership fees can be created with one click.
2020-03-23 17:40:18 +01:00
Patrick Gansterer
d73c206e29 Fix copy operation for stock orders
Stock orders have the supplier_id set to zero, which will be ignored
in the url-method by rails. Only use the order_id to fix this.
2020-03-23 17:20:21 +01:00
Patrick Gansterer
739914ad43 Show only started orders to members for ordering 2020-03-23 16:25:54 +01:00
Patrick Gansterer
526ea51eac Update Haml files for usage with version 5 2020-03-23 16:19:37 +01:00
Patrick Gansterer
f8a4341c76 Remove unused edit variable in articles_by-views
The edit version is already handled in group_order_article_edit_result().
2020-03-23 16:09:30 +01:00
Patrick Gansterer
17059a8104 Adopt model to reference GroupOrder in generated FinancialTransaction 2020-03-17 09:38:44 +01:00
Patrick Gansterer
ecb4a8a4ba Add method to close all invoices with an invoice direct
When the charge_members_manually option is active there is no need for an
explicit balancing step. This new function allows to close_direct all
orders which have an assigned invoice, which is usually indication enough
to find orders which can be closed finally.
2020-02-28 12:17:27 +01:00
Patrick Gansterer
5d84156bd8 Add BankAccountConnector to implement bank import methods in plugins 2020-02-24 14:30:03 +01:00
Patrick Gansterer
f15ca8610b Add pickup date to order_result message 2020-02-18 19:04:10 +01:00
Patrick Gansterer
9757e7a216 Fix Mailer.upcoming_tasks 2019-11-11 11:26:55 +01:00
Patrick Gansterer
e498f9cb58 Add default roles for users
Some foodcoops want to give some roles to every member by default,
without adding every users to a workgroup.
2019-11-04 11:39:33 +01:00
Patrick Gansterer
ff76fa60c0 Allow deletion of financial transactions 2019-11-01 20:56:00 +01:00
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
39aff78f11 Remove protected_attributes gem
We do not enforce the rules, so removing it and switching the existing
annotations to strong_parameters does not make our situation worse.
2019-10-29 18:09:24 +01:00
Patrick Gansterer
8e2ca5e7d7 Add automatic generation of financial transactions and links 2019-10-29 13:52:56 +01:00
wvengen
6d9c35db20 Move to apparition for integration tests 2019-10-28 17:58:14 +00:00
JuliusR
71bdf3bfcc Allow to copy articles (PR #673, #541) 2019-10-14 07:25:34 +00:00
JuliusR
2d0a81c92d Fix and cleanup stock takings (PR #667) 2019-05-14 14:24:41 +00:00
Tom Carchrae
ef545e978e add search to balancing page (PR #651)
(cherry picked from commit 2039da54b2077a6befccb409ef02a3172bcba237)
2019-05-01 17:33:32 +00:00
wvengen
366d92e421 Fix sync with unavailable by default (#649) 2019-04-03 18:53:23 +02:00
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
71fd6f2a24 Add CSV download for ordergroups 2019-01-15 04:50:32 +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
wvengen
fd96b6ccc1
Prepare for API v1 (PR #570) 2018-10-13 20:16:35 +02:00
Patrick Gansterer
903086ab97 Add import route for bank_transactions 2018-10-12 15:47:02 +02:00
Patrick Gansterer
0bb0536903 Add short name to FinancialTransactionType 2018-10-12 13:33:41 +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
Martin Ortbauer
4b1e9a6f53 improve usability when ordering (PR #552)
also show box with links to currently open orders after the order has been saved
2018-10-11 22:15:00 +02:00
Patrick Gansterer
6cc02cb563 Add format helper for currency 2018-10-11 21:56:46 +02:00
Patrick Gansterer
ac11ba1cc1 Add pickups role 2018-01-25 18:09:29 +01:00
Patrick Gansterer
4c41a99fde Fix pickup view for orders without pickup data (#537) 2017-12-09 18:38:36 +01:00
Patrick Gansterer
209ad615b4 Add view to sort orders by pickup day 2017-12-09 12:56:34 +01:00
Patrick Gansterer
bd49a64cd7 Make the download button of orders reusable 2017-12-09 12:25:29 +01:00
Patrick Gansterer
dae4d075fe Add UI to manage the financial transaction types and classes 2017-12-09 11:51:23 +01:00
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
f261272c7e Fix size of receive_button in list of finished orders 2017-11-06 14:15:15 +01:00
Patrick Gansterer
2d641b683a Show links to details beside the header to save space 2017-10-28 20:17:45 +02:00
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
Patrick Gansterer
da1ebe915c Use deface in wiki plugin 2017-10-26 21:23:51 +02:00
Patrick Gansterer
564492afe4 Add an option to automatically finish an order 2017-10-12 21:14:29 +02:00
Patrick Gansterer
f509f85327 Save the timestamp of the last mail to supplier and confirm resending it 2017-10-11 23:48:27 +02:00
Patrick Gansterer
f27bbc2ffa Add a button to send the order to the supplier 2017-10-10 23:45:37 +02:00
Patrick Gansterer
97abcabffa Log mail delivery errors to database and add an UI for it 2017-10-02 16:02:39 +02:00
Patrick Gansterer
7bb5e74e0c Fix mailer/not_enough_users_assigned view 2017-09-30 12:07:47 +02:00
Patrick Gansterer
8798b886db Fix mailing of order_result (PR #493) 2017-08-21 11:17:54 +02:00
Patrick Gansterer
c6297f2864 Sort workgroups of tasks by name 2017-08-20 01:08:47 +02:00
Patrick Gansterer
6a110ca429 Show the Help link only when a help_url is set 2017-08-20 01:07:48 +02:00
Patrick Gansterer
e0dbd396e1 Hide break in shared group template if empty 2017-02-03 20:30:28 +01:00
Patrick Gansterer
c6731b4e4f Add IBAN field to supplier and user model 2017-01-21 22:43:48 +01:00
Patrick Gansterer
925727d3ae Show button for creating invoices also at finished orders
Check if a order is not opened instead of checking if it is closed.
2017-01-21 22:42:16 +01:00
Patrick Gansterer
233ed415c7 Add "Copy" button for settled orders #383 2017-01-21 22:41:44 +01:00
wvengen
d06a9ed3f0 Fix dynamic select2 usage (oops!) 2016-08-12 15:54:28 +02:00
wvengen
326016dfb5 Fix tricky i18n error on html render (not js) 2016-08-09 20:38:55 +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
8d5467ab7c Merge pull request #355 from foodcoop1040/expeted_delivery_date
Add expected delivery date
2016-05-04 17:42:29 +02:00
Patrick Gansterer
f286dd6053 Add pickup date
This additional date helps users to find the correct order if the time
between end and pickup varies a lot.
2016-04-29 15:28:05 +02:00
Patrick Gansterer
5c56ae6775 Add missing changes for the stock order 2016-03-11 22:52:49 +01:00
wvengen
42eb6c8509 Make ordergroup break fields a bit nicer 2016-03-11 13:56:02 +01:00
wvengen
b067808937 Merge pull request #404 from foodcoop1040/ordergroup_break
Add break to ordergroup
2016-03-11 13:48:57 +01:00
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
Patrick Gansterer
9c4d9d5c20 Add stock group order
This allows us to add additional items to an order, which do not belong
a specific user, but will be put into stock. The benefit of this change
is that we use the same order for ordergroups and stock.
2016-03-11 13:15:16 +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
Patrick Gansterer
253512eb51 Add break to ordergroup
In some foodcoops it is possible that ordergroups make a break. During that
they e.g. pay reduced or no membership fees and do not need to do work for
the foodcoop. This new fields make this visible to all members.
2016-03-08 04:38:13 +01:00
wvengen
14e2fd179e Merge pull request #403 from foodcoops/feature/402-messagegroups
Add messagegroups
2016-03-07 22:36:37 +01:00
wvengen
d358278333 Merge pull request #416 from foodcoop1040/invite_config
Add config option to disable the invites
2016-03-07 19:47:00 +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
e16a0fb336 Add config option to disable the invites
Some foodcoops require that an admin adds all users to have more control
over the users.
2016-03-06 13:56:33 +01:00