Commit graph

196 commits

Author SHA1 Message Date
24c25b5278 fix xhr and javascript problems for group orderinvoice modal 2023-12-11 18:19:12 +01:00
90c5450525 changing view for group_order_invoices
testing ui of goi restructuring
2023-11-17 15:53:32 +01:00
c3d56cdf3b fix sum table is agnostic to percentage on goi pdf
add pickup to goi pdf

add seeds

tiny fixes
2023-10-19 01:13:04 +02:00
90e06a475f fix deposit is net value 2023-10-05 10:21:35 +02:00
Philipp Rothmann
93143c28f2 merge automatic group order invoice generation
see https://github.com/foodcoops/foodsoft/pull/907 for reference
and original work by viehlieb

Co-authored-by: viehlieb <pf@pragma-shift.net>

fix PDF Pdf

make explicit deposit in invoices work

add ordergroupname to invoice file name

mark bold sum for vat exempt foodcoops

download multiple group order invoice as zip
2023-10-05 10:21:35 +02:00
Philipp Rothmann
e80ec9c1ce change tests to use assert_select 2023-07-14 10:27:20 +02:00
Philipp Rothmann
7f23b4784c feat(finance): show sum of ordergroup balances 2023-07-14 10:27:20 +02:00
Patrick Gansterer
052d297bff Add expected_amount to Invoice
expected_amount returns the sum of all associated orders together with
the transport costs.
2022-02-18 13:12:27 +01:00
Patrick Gansterer
093313f0f3 Add small improvements for BankTransactions 2022-02-18 12:55:02 +01:00
twothreenine
b2a6c198ac
Improve invoice and supplier show views (#840) 2021-03-24 21:29:44 +01:00
twothreenine
401c8f50a8
better readable IBAN (#824)
display IBANs in groups of 4 digits with whitespaces in between
2021-02-20 12:16:21 +01:00
Patrick Gansterer
a30d0d4453 Add option to create a new FinancialTransaction at a FinancialLink 2021-02-17 13:52:39 +01:00
Patrick Gansterer
0e77a0e77c Add button to create a new empty FinacialLink 2021-02-17 13:52:39 +01:00
Patrick Gansterer
9f2e630266 Add CSV downloads for BankTransaction and Invoice 2021-02-12 14:55:59 +01:00
Patrick Gansterer
373d137f9f Hide IBAN of BankTransactions when empty 2021-02-08 01:04:57 +01:00
Patrick Gansterer
a5582e9542 Rename Delivery.delivered_on to date
This aligns it with column names of StockTaking and us to use inheritance
in a next step to share common code between the entities.
2020-09-05 13:52:18 +02:00
Patrick Gansterer
4c567fece1 Add transport costs to Order 2020-08-07 00:52:43 +02:00
Patrick Gansterer
67ab647eb0 Remove number_display.rb 2020-08-03 15:31:34 +02:00
Patrick Gansterer
645c142bf6 Add FinancialLinksController#incomplete 2020-07-30 17:19:02 +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
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
3b79c05ffe Add link to unpaid invoices to invoice index page 2020-04-11 00:03:55 +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
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
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
8e2ca5e7d7 Add automatic generation of financial transactions and links 2019-10-29 13:52:56 +01:00
Tom Carchrae
ef545e978e add search to balancing page (PR #651)
(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)
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
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
75deec9f06 Add custom fields to invoice, odergroup, supplier and user 2017-10-28 20:16:47 +02:00