Commit graph

493 commits

Author SHA1 Message Date
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
wvengen
b96ce06d94
API v1 financial_transactions endpoints (#627) 2020-07-25 14:18:59 +00:00
Patrick Gansterer
dbb7407005 Clear IBAN when deleting a supplier 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
18e38be6be Create new FinancialLink for reverted FinancialTransaction 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
739914ad43 Show only started orders to members for ordering 2020-03-23 16:25:54 +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
226d2dda74 Validate the format of FinancialTransactionType.name_short 2020-02-24 14:56:45 +01:00
Patrick Gansterer
5d84156bd8 Add BankAccountConnector to implement bank import methods in plugins 2020-02-24 14:30:03 +01:00
Patrick Gansterer
d476993321 Add polls plugin 2020-02-24 14:27:22 +01:00
Patrick Gansterer
de94220758 Add FoodsoftConfig.scope to ExceptionNotifier.notify_exception 2019-11-11 11:18:51 +01:00
Patrick Gansterer
db4c29ff1b Make the uniqueness of the name of a group expicit in the model 2019-11-11 11:12:27 +01:00
Patrick Gansterer
1d9856ff93 Handle nil values correctly in User.authenticateUser 2019-11-11 11:10:26 +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
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
JuliusR
00458f79ab Suppress deleted suppliers from SharedSupplier.suppliers
Fixes #546.
2019-06-14 10:10:20 +00:00
JuliusR
5bf7f41005 Fix matching of uploaded articles by order_number 2019-06-14 10:08:19 +00:00
Tom Carchrae
99052fa3a7 Don't allow changes to settled orders (PR #614) 2019-03-26 19:14:39 +00:00
Tom Carchrae
d70c3a9bf1 allow 1 char unit, eg L or g 2019-03-26 18:58:36 +00:00
wvengen
25deefced1 Move setting availability to sync method 2019-03-24 22:14:10 +01:00
wvengen
cd164bc3eb Small performance improvement for sync with many new articles 2019-03-24 22:02:53 +01:00
wvengen
9283ed4f5e Fix syncing articles with non-import sync methods (#633) 2019-03-23 18:31:22 +01:00
wvengen
d669edb173 Fix shared database sync (relates to PR #610) 2019-03-23 08:54:10 +01:00
Patrick Gansterer
63e1541aa3 Use the default locale when sending mails to suppliers 2019-02-05 23:32:00 +01:00
Patrick Gansterer
d925533366 Fix rendering of stock order in OrderByGroups 2019-02-05 23:31:45 +01:00
Patrick Gansterer
a4f5b8fb33 Do not show deleted users as members of groups (fixes #587) 2019-01-15 05:20:58 +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
Patrick Gansterer
abe847c0ee Add and inherit from ApplicationRecord to match Rails 5.0 style 2019-01-15 04:40:05 +01:00
Tom Carchrae
7e88798778 big speedup in syncing via caching/reducing queries (#610) 2019-01-15 02:56:21 +01:00
Tom Carchrae
31689dfb75 allow override of default limit (<200) on articles on shared suppliers (#609) 2019-01-15 02:55:12 +01:00
Tom Carchrae
a66a44bdcf error was on incorrect property 2019-01-14 21:01:30 +01:00
Patrick Gansterer
4137992032 fix auto_close_and_send_min_quantity 2018-10-12 15:47:32 +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
Patrick Gansterer
ac11ba1cc1 Add pickups role 2018-01-25 18:09:29 +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
9d588f70cc Fix group_order for stock order 2017-10-29 20:44:05 +01:00
Patrick Gansterer
f08715cda3 Fix Task.next_unassigned_tasks_for() for non-periodic tasks 2017-10-29 00:06:05 +02:00
Patrick Gansterer
f209f4907e Add a parameter for financial_link to Ordergroup.add_financial_transaction 2017-10-28 21:46:13 +02:00
Patrick Gansterer
47e4a9afdf Show only 2 tasks of the same periodic_task_group at dashboard 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
564492afe4 Add an option to automatically finish an order 2017-10-12 21:14:29 +02:00
Patrick Gansterer
386bc7382d Support integers for price_markup
The config panel writes an integer into the settings table in the
database, which results in a wrong calculation of the fc_price.
2017-10-08 12:33:44 +02:00
Patrick Gansterer
2d4891bf1d Remove code-duplication of artice price calculation 2017-10-08 12:20:54 +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
ac00942f34 Fix list of invoices when an invoice has an invalid created_by user 2017-09-26 13:13:20 +02:00
Patrick Gansterer
1056b86f9d Make sure that newly created periodic task are not done 2017-01-26 20:54:53 +01:00
Patrick Gansterer
c6731b4e4f Add IBAN field to supplier and user model 2017-01-21 22:43:48 +01:00
wvengen
36706511c0 Be a bit more safe displaying stock ordergroup 2016-08-12 15:56:45 +02:00
wvengen
b9bdd04311 Fix current_order's ordergroups document preloading 2016-06-09 19:14:53 +02:00
wvengen
70c79137cf Fix order_articles document preloading 2016-06-09 19:14:53 +02:00
wvengen
020b75cac8 Fix group_orders document preloading 2016-06-09 19:14:52 +02:00
wvengen
f08d131842 Fix Heroku deployment 2016-05-25 02:05:55 +02:00
wvengen
be287cf67e Fix new stock article failing 2016-05-20 21:30:56 +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
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
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
b05ac2ab64 Add deleted_at for User
Do not remove the user from the database. Mark as deleted instead.
2016-03-04 19:03:52 +01:00
Patrick Gansterer
9ae7c05a89 Create next tasks directly after creating a periodic task 2016-03-04 17:13:16 +01:00
Patrick Gansterer
36dd19f324 Require due_date for periodic tasks 2016-03-04 17:11:47 +01:00
Patrick Gansterer
8b8693df5a Show last activity of ordergroups 2016-03-04 16:16:09 +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
53b51f0f5c Remove useless upper bound of 99 items #388 2016-02-24 00:39:57 +01:00
Patrick Gansterer
3d6f908102 Add created_by to invoice and show it 2016-02-24 00:39:07 +01:00
wvengen
90b21ecc3a Allow increasing just tolerance in the boxfill phase 2015-11-13 18:10:46 +01:00
wvengen
a03789e048 Add optional boxfill phase to orders 2015-11-13 18:10:46 +01:00
wvengen
ec03d579d0 Merge branch 'feature/edit-recurring-task'
Conflicts:
	config/locales/en.yml
2015-05-08 20:10:23 +02:00
Robert
a8a434ef7b Move due date according to delta 2015-05-01 21:31:06 +02:00
Robert
fd51b07e21 Allow editing recurring task groups, basic functionality for #152 2015-05-01 21:14:16 +02:00
wvengen
aa7a2a31ae Bundle update & restructure tests (RSpec 3) 2015-04-25 17:14:37 +02:00
wvengen
17cbc57850 Don't error when deleting supplier/group with already existing deleted name (closes foodcoops/foodsoft#197) 2015-04-17 20:09:40 +02:00
wvengen
c30ec67548 Allow synchronising units when uploading 2015-04-11 02:52:57 +02:00
wvengen
4d1e102f47 Checkbox to remove articles not in upload 2015-04-11 02:52:57 +02:00
wvengen
d5a7f6a074 Move file import logic to model 2015-04-11 02:52:57 +02:00
wvengen
07ba6f0535 Import multiple spreadsheet formats. Make upload work like sync. 2015-04-11 02:52:57 +02:00
wvengen
4239843b3e Merge foodcoop1040:order_message into master
Conflicts:
	plugins/messages/app/models/message.rb
2015-04-10 18:30:54 +02:00
wvengen
497488ef0e Improve associations 2015-04-10 18:30:12 +02:00
wvengen
1b48882c0e Refactor orders index 2015-02-18 23:46:50 +01:00
wvengen
118886344a Use boolean comparators where it makes sense 2015-01-14 21:17:00 +01:00
wvengen
1b9b81fa75 Make sync work when unit has no name
(closes foodcoops#337)

Conflicts:
	app/models/article.rb
2015-01-02 23:20:36 +01:00
wvengen
f340b127dc Fix fast test failing 2015-01-02 18:08:38 +01:00
wvengen
cee2ac8f9f Merge pull request #331 from foodcoops/feature/configure-upfront-tasks
Configure upfront tasks
2014-12-06 14:35:22 +01:00
wvengen
f6c008c79c Allow configuration of task periods 2014-11-23 01:34:51 +01:00
wvengen
219eb71bc9 Allow to specify an order schedule for new orders. 2014-11-23 00:38:13 +01:00
wvengen
6e990fed4c Upgrade to rails 4.1 2014-11-21 14:37:56 +01:00
wvengen
0e1cde9e2b more extensive database seeds (in two languages) (closes foodcoops#277) 2014-09-29 17:26:27 +02:00
Benjamin Meichsner
91bcf0c580 Avoid out of range error when using big numbers in financial transactions.
The database schema allows numbers up (+/-) 999_999.99. But as we are also adding the amount to the Ordergroup#account_balance, we use lower barriers to avoid running in errors when updating the account balance.

So, technically the user has to make 10 times the maximum input to raise an account balance error. This should be sufficient, I hope.
2014-09-22 11:36:10 +02:00