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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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 )
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(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 )
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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 )
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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
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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
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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
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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
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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
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Add expected delivery date
2016-05-04 17:42:29 +02:00
Patrick Gansterer
f286dd6053
Add pickup date
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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
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Add break to ordergroup
2016-03-11 13:48:57 +01:00
wvengen
4433a665e4
Merge pull request #421 from foodcoop1040/edit_links
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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
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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
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Hide deliveries column if there are no deliveries
2016-03-11 11:53:40 +01:00
Patrick Gansterer
253512eb51
Add break to ordergroup
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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
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Add messagegroups
2016-03-07 22:36:37 +01:00
wvengen
d358278333
Merge pull request #416 from foodcoop1040/invite_config
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Add config option to disable the invites
2016-03-07 19:47:00 +01:00
wvengen
0b70ce39a8
Merge pull request #414 from foodcoop1040/ftc
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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
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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
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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
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Some foodcoops require that an admin adds all users to have more control
over the users.
2016-03-06 13:56:33 +01:00