Commit graph

96 commits

Author SHA1 Message Date
Patrick Gansterer
3fb3fa409b Limit financial overview items to speed up loading
If a foodcoop does not use the balancing feature the list of unfinished
orders will be very long and needs a significant amount of time to load.
2020-03-23 16:29:30 +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
341f86d98e Fix invoice redirect 2020-02-18 19:02:34 +01:00
Patrick Gansterer
9babb6cfe9 Fix rendering of financial transaction types sums 2019-11-11 13:57:06 +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
c559a31a9e Fix and clean up bank account translations for English and German 2019-10-30 12:42:41 +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
Patrick Gansterer
2100c738af Change deprecated *_filter methods to *_action 2019-10-29 09:41:01 +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
4eef0f07d5 Fix internal server error at invoices 2018-10-12 15:47:16 +02:00
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
66e9629858 Fix balancing with financial_transaction_types 2018-06-11 15:54:18 +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
6989e2f4f7 Add view for unpaid invoices 2017-10-26 21:27:26 +02:00
Patrick Gansterer
8fe633fc42 Include nested objects in database queries of Finance::BaseController 2017-10-02 19:06:39 +02:00
Patrick Gansterer
749791bb7a Add possibility to add an attachment to an invoice #345 2016-05-06 15:04:58 +02:00
Patrick Gansterer
efb929e64f Allow editing of linked deliveries and orders at invoice 2016-03-11 13:23:13 +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
3d6f908102 Add created_by to invoice and show it 2016-02-24 00:39:07 +01:00
wvengen
ef0888f38d add view for all transactions + csv 2014-06-23 17:51:17 +02:00
wvengen
7841245795 migrate to Rails 4.0 (closes foodcoops#214)
Conflicts:
	Gemfile.lock
2014-02-24 12:46:28 +01:00
wvengen
60826ceedc allow to edit GroupOrderArticle result from orders screen
Conflicts:
	app/assets/javascripts/application.js
2014-02-10 16:03:08 +01:00
Julius
59c118a171 Apply publish/subscribe for OrderArticle#create 2014-01-02 19:16:03 +01:00
Julius
baa5f16cfc Free order_article resource from finance namespace; also unlock for role_orders 2014-01-02 19:14:41 +01:00
Julius
81dfe8110c Apply publish/subscribe for OrderArticle#update 2014-01-02 19:14:07 +01:00
wvengen
d299fa4870 move receive screen to orders 2013-12-18 21:08:58 +01:00
wvengen
c900cf4988 make product redistribution work! 2013-11-27 00:06:25 +01:00
wvengen
9990e059d4 fix i18n 2013-11-25 15:24:20 +01:00
wvengen
bd1b932775 add receive screen, quantities for model, redistribution 2013-11-25 14:17:31 +01:00
wvengen
17bbb0705b fix i18n 2013-10-02 17:23:49 +02:00
wvengen
6cfaa4979a show lines with zero units but with member orders in balancing screen (closes foodcoops/foodsoft#179) 2013-10-02 16:32:29 +02:00
wvengen
f224735718 remember what member ordered when deleted in balancing screen 2013-09-17 14:19:46 +02:00
wvengen
1bb257c41b remember member order when order article is deleted + test 2013-09-13 15:37:30 +02:00
wvengen
7dbe1363ed fix adding article balancing failing with 'already taken' (closes foodcoops/foodsoft#125) 2013-06-24 13:32:07 +02:00
wvengen
7af796c09c Merge remote-tracking branch 'bennibu/rails3' into rails3
Conflicts:
	app/controllers/admin/ordergroups_controller.rb
	app/controllers/finance/balancing_controller.rb
	app/controllers/suppliers_controller.rb
	app/views/articles/_article.html.haml
	app/views/finance/balancing/_summary.haml
	app/views/finance/balancing/new.html.haml
	app/views/group_orders/_form.html.haml
	app/views/home/_apple_bar.html.haml
	app/views/suppliers/index.haml
2013-03-21 22:08:09 +01:00
Benjamin Meichsner
dd0bd0ad7e Fixed updating order article in stockit balancing. 2013-03-17 18:33:04 +01:00
Benjamin Meichsner
707f989768 Fixed routes in redirect after direct_close of orders. 2013-03-17 17:50:50 +01:00
Benjamin Meichsner
c05b3e0e19 Balancing: Do not update oder summary automaticly when changing group orders. 2013-03-17 15:47:50 +01:00
Benjamin Meichsner
9cc98b4662 Added some more eager loading for balancing view. 2013-03-17 15:12:14 +01:00
Benjamin Meichsner
07581b7ecf Removed acts_as_paranoid. Implemented own version. 2013-03-16 17:57:38 +01:00
Benjamin Meichsner
0d3564492b Fixed bug in sorting articles in balancing view. 2013-03-12 18:54:51 +01:00