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
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 )
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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
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
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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
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
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
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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
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
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
a5d0c5ccab
Add a button to add all ordergroups to a new finanacial transaction collection
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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
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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
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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
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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
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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
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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.
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Workaround for show order deface override nuking attributes of the close button.
2015-04-10 18:58:51 +02:00
wvengen
fa725dbf38
fix csv download also when searching
2014-07-02 09:37:03 +02:00
wvengen
c80a9cd68b
fix csv download (closes foodcoop-adam#129)
2014-07-01 11:14:35 +02:00
wvengen
59ab628e2f
fix layout bug
2014-06-23 17:51:20 +02:00
wvengen
9e58a6f2b1
fix csv download + template optional parameters
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Conflicts:
app/views/finance/financial_transactions/_transactions.html.haml
app/views/home/ordergroup.html.haml
app/views/login/_accept_invitation_form.html.haml
2014-06-23 17:51:19 +02:00
wvengen
ef0888f38d
add view for all transactions + csv
2014-06-23 17:51:17 +02:00
wvengen
852f3484ad
make settle directly less dangerous
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(closes foodcoops#275)
2014-05-13 17:01:26 +02:00
wvengen
0fa9bebac9
show supplier user-interface update
2014-05-13 17:01:24 +02:00