brisk-bills 0.6.0

data/db/migrate/017_create_invoice_payments.rb

@@ -0,0 +1,14 @@
+class CreateInvoicePayments < ActiveRecord::Migration
+  def self.up
+    create_table( :invoice_payments, :options => 'TYPE=InnoDB') do |t|
+      t.integer :payment_id, :invoice_id, :null => false
+      t.decimal :amount, :precision => 10, :scale => 2,  :null => false
+    end
+    
+    add_index :invoice_payments, [:payment_id, :invoice_id]
+  end
+
+  def self.down
+    drop_table :invoice_payments
+  end
+end

data/db/migrate/018_create_activity_types.rb

@@ -0,0 +1,37 @@
+class CreateActivityTypes < ActiveRecord::Migration
+  def self.up
+    create_table( :activity_types, :options => 'TYPE=InnoDB') do |t|
+      t.string  :label
+      
+      t.timestamps
+    end
+    
+    # Create invoice_activity_types for habtm
+    create_table( :invoices_activity_types, :options => 'TYPE=InnoDB', :id => false ) do |t|
+      t.integer :invoice_id, :activity_type_id
+    end
+    
+    add_index :invoices_activity_types, [:invoice_id, :activity_type_id]
+
+    activity_types = []
+    
+    say_with_time "Populating initial activities ..." do
+      # Now create the initial entries:
+      activity_models_path = BRISKBILLS_ROOT+'/app/models/activity'    
+
+      Find.find(activity_models_path) do |a| 
+        activity_types << ActivityType.create( :label => $1.capitalize ) if /^#{activity_models_path}\/([^\/]+)\.rb$/.match a
+      end
+    end
+
+    # Adjust all the pre-existing invoices to reflect the new activity_types habtm the way they should
+    say_with_time "Associating existing invoices with activity types" do
+      Invoice.find(:all).each { |inv| activity_types.each{ |a| inv.activity_types << a } }
+    end
+  end
+
+  def self.down
+    drop_table :activity_types
+    drop_table :invoices_activity_types
+  end
+end

data/db/migrate/019_create_settings.rb

@@ -0,0 +1,45 @@
+class CreateSettings < ActiveRecord::Migration
+  def self.up
+    create_table( :settings, :options => 'TYPE=InnoDB') do |t|
+      t.string :keyname, :label
+      t.text :keyval, :description
+
+      t.timestamps
+    end    
+    
+    [
+      ['company_name',     'Company Name',      'The name of your business',            'ACME Widgets'],
+      ['company_url',      'Company URL',       'The address of your website',          'http://localhost'],
+      ['company_address1', 'Company Address 1', 'The address of your business, line 1', '1234 5th St.'],
+      ['company_address2', 'Company Address 2', 'The address of your business, line 2', 'Suite 100'],
+      ['company_city',     'Company City',      'The city your business resides in', 'New York'],
+      ['company_state',    'Company State',     'The state your business resides in', 'NY'],
+      ['company_zip',      'Company Zip',       'The zip code your business resides in', '55555'],
+      ['company_phone',    'Company Phone',     'The main phone line of your business', '555-555-5555'],
+      ['company_fax',      'Company Fax',       'The main fax line of your business', '555-555-5555'],
+      ['company_logo_file','Company Logo File', 'The filename of your company logo. This file should be a JPG, located in your public/images folder.', 'dti-logo.jpg'],
+
+      ['site_admin_email', 'Site Admin E-mail', 'An e-mail address to send system notifications to', 'root@localhost'],
+      ['site_admin_name',  'Site Admin Name',   'The person to send system notifications to',        'Root'],
+      ['bcc_invoices_to',  'Bcc Invoices To',   'A BCC line of recipients for invoices genration emails', 'root@localhost'],
+
+      ['slimtimer_dont_autoassign_tasks',  'SlimTimer Task Auto-assign Ignore', 'Don\'t automatically assign a client to any tasks that match this regular expression', '/^(walk in|web lead|dti)$/i'],
+      ['slimtimer_dont_autoassign_clients', 'SlimTimer Client Auto-assign Ignore', 'Don\'t automatically assign any clients whose company names match this regular expression', '/^DeRose Technologies, Inc\.$/i'],
+      ['slimtimer_sync_from_days_ago',     'SlimTimer Sync Tasks From',         'How many days prior, to keep in sync with the database', '30'],
+      ['slimtimer_ignore_tasks',           'SlimTimer Ignore Tasks',            'Ignore time entries with tasks that match this regular expression', '/^(in|out|lunch|Day Off|off)$/i']
+      
+    ].each do |s| 
+      Setting.create(
+        :keyname     => (s.length > 0) ? s[0] : nil,
+        :label       => (s.length > 1) ? s[1] : nil,
+        :description => (s.length > 2) ? s[2] : nil,
+        :keyval      => (s.length > 3) ? s[3] : nil
+      )
+    end
+    
+  end
+
+  def self.down
+    drop_table :settings
+  end
+end

data/db/migrate/020_is_active_employees_clients.rb

@@ -0,0 +1,11 @@
+class IsActiveEmployeesClients < ActiveRecord::Migration
+  def self.up
+    [:clients, :employees].each do |table_name| 
+      add_column table_name, :is_active, :boolean, :default => true, :null => false
+    end
+  end
+  
+  def self.down
+    [:clients, :employees].each { |table_name| remove_column table_name, :is_active }
+  end
+end

data/db/migrate/021_create_views_and_indexes.rb

@@ -0,0 +1,78 @@
+class CreateViewsAndIndexes < ActiveRecord::Migration
+  
+  CREATE_INDEXES = { 
+    :activities => [:invoice_id, :client_id], 
+    :invoices   => [:client_id],
+    :payments   => [:client_id, :payment_method_id]
+  }
+
+  CREATE_VIEWS = [
+    ['clients_with_charges_sum', 
+     'SELECT 
+        invoices.client_id,
+        SUM(activities.cost) AS charges_sum
+      FROM invoices
+      LEFT JOIN activities ON activities.invoice_id = invoices.id
+      GROUP BY invoices.client_id;'],
+    
+    ['clients_with_payment_sum',
+     'SELECT 
+         payments.client_id, 
+         SUM(payments.amount) AS payment_sum
+       FROM payments
+       GROUP BY payments.client_id;'],
+    
+    ['clients_with_balances',
+     'SELECT
+         clients.*,
+         IF(SUM(activities.cost) IS NULL, 0, SUM(activities.cost)) AS uninvoiced_activities_balance,
+         IF(clients_with_charges_sum.charges_sum IS NULL, 0,clients_with_charges_sum.charges_sum) AS charges_sum,
+         IF(clients_with_payment_sum.payment_sum IS NULL, 0,clients_with_payment_sum.payment_sum) AS payment_sum,
+         (
+            IF(clients_with_charges_sum.charges_sum IS NULL, 0,clients_with_charges_sum.charges_sum)-
+            IF(clients_with_payment_sum.payment_sum IS NULL, 0,clients_with_payment_sum.payment_sum)
+         ) AS balance
+       FROM clients
+       LEFT JOIN clients_with_charges_sum ON clients_with_charges_sum.client_id = clients.id
+       LEFT JOIN clients_with_payment_sum ON clients_with_payment_sum.client_id = clients.id
+       LEFT JOIN activities ON (activities.is_published = 1 AND activities.invoice_id IS NULL AND activities.client_id = clients.id)
+       GROUP BY clients.id
+       ORDER BY clients.company_name;'],
+       
+    ['invoices_with_payments',
+      'SELECT 
+         invoices.id AS invoice_id, 
+         IF(SUM(invoice_payments.amount) IS NULL, 0,SUM(invoice_payments.amount)) AS amount_paid 
+       FROM invoices 
+       LEFT JOIN invoice_payments ON invoice_payments.invoice_id = invoices.id 
+       GROUP BY invoices.id'
+    ],
+    
+    ['invoices_with_totals',
+     'SELECT 
+         invoices.id, invoices.client_id, invoices.comments, invoices.issued_on, invoices.is_published, invoices.created_at, invoices.updated_at, 
+         IF(SUM(activities.cost) IS NULL, 0,SUM(activities.cost)) AS amount,
+         invoices_with_payments.amount_paid,
+         IF(IF(SUM(activities.cost) IS NULL, 0,SUM(activities.cost))-invoices_with_payments.amount_paid = 0, true,false) AS is_paid
+       FROM invoices 
+       LEFT JOIN activities ON activities.invoice_id = invoices.id
+       LEFT JOIN invoices_with_payments ON invoices_with_payments.invoice_id = invoices.id
+       GROUP BY invoices.id;']
+  ]
+
+  def self.migrate_indexes_with(m)
+    CREATE_INDEXES.each_pair{|t,cols| cols.each{|c| self.send m, t, c }}
+  end
+  
+  def self.up
+    migrate_indexes_with :add_index
+
+    CREATE_VIEWS.each { |view_def| execute( 'CREATE OR REPLACE VIEW %s AS %s' %  [view_def[0], view_def[1]] ) }
+  end
+  
+  def self.down
+    migrate_indexes_with :remove_index
+    
+    CREATE_VIEWS.reverse.each{|view_def| execute "DROP VIEW IF EXISTS #{view_def[0]};" }
+  end
+end

data/db/migrate/022_create_client_financial_transactions.rb

@@ -0,0 +1,32 @@
+class CreateClientFinancialTransactions < ActiveRecord::Migration
+  
+  CREATE_VIEWS = [
+    ['client_finance_transactions_union', 
+     "SELECT 
+        CONCAT('invoice',invoices_with_totals.id) AS id,
+        client_id, 
+        issued_on AS date, 
+        CONCAT('Invoice ',invoices_with_totals.id) AS description, 
+        amount*-1 AS amount
+      FROM invoices_with_totals
+      UNION 
+      SELECT 
+        CONCAT('payment',payments.id) AS id,
+        client_id, 
+        paid_on AS date, 
+        CONCAT('Payment - ',payment_methods.name, IF(payments.payment_method_identifier IS NULL,'',CONCAT(' ',payments.payment_method_identifier))) AS description, 
+        amount
+      FROM payments
+      LEFT JOIN payment_methods ON payment_methods.id = payments.payment_method_id;"],
+      
+    ['client_finance_transactions', 'SELECT * FROM client_finance_transactions_union ORDER BY date DESC;']
+  ]
+  
+  def self.up    
+    CREATE_VIEWS.each { |view_def| execute( 'CREATE OR REPLACE VIEW %s AS %s' %  [view_def[0], view_def[1]] ) }
+  end
+  
+  def self.down    
+    CREATE_VIEWS.reverse.each{|view_def| execute "DROP VIEW #{view_def[0]};" }
+  end
+end

data/db/migrate/023_create_credentials_migrate_representatives.rb

@@ -0,0 +1,133 @@
+class CreateCredentialsMigrateRepresentatives < ActiveRecord::Migration
+  
+  USER_TABLES = [:client_representatives, :employees]
+  
+  def self.user_tables_find(find_args = {})
+    # To Keep it DRY down there ...
+    USER_TABLES.collect{ |t| t.to_s.classify.constantize.find(:all, find_args) }.flatten
+  end
+
+  def self.up
+    
+    # Phase 1: Since we're here - habtm the client_representatives
+    say_with_time "Migrating Client Representatives" do 
+      # Create the Representatives to clients habtm relationship
+      create_table( :client_representatives_clients, :options => 'TYPE=InnoDB', :id => false ) do |t|
+        t.integer :client_id, :client_representative_id
+      end
+      
+      add_index :client_representatives_clients, :client_id
+      add_index :client_representatives_clients, :client_representative_id
+  
+      # This is possibly a cheesy way to do it, but it'll work ok enough, I think:
+      clients_map = [] # Largely minimizes sql lookups
+      curr_cr = nil    # keeps track of what we're working on
+
+      # Reassign the client_id to the habtm
+      ClientRepresentative.find(
+        :all, 
+        :select => 'id, email_address, client_id',
+        :order => 'email_address'
+      ).each do |cr|
+
+        client_id = cr[:client_id]       
+
+        if curr_cr.nil? or (curr_cr[:email_address] != cr[:email_address])
+          curr_cr = cr
+        else
+          ClientRepresentative.delete cr.id
+        end
+
+        clients_map[client_id] = Client.find client_id unless clients_map[client_id]
+
+        curr_cr.clients << clients_map[client_id] if clients_map[client_id] # Its possible this client doesn't exist
+      end
+
+      # Remove the :client_id column from the reps table
+      remove_column :client_representatives, :client_id
+    end
+    
+    # Phase 2: Credentials themselves
+    
+    say_with_time "Migrating Credentials" do 
+      
+      # First we create the credentials table:
+      create_table( :credentials, :options => 'TYPE=InnoDB') do |t|
+        t.string :email_address, :password_hash
+                
+        t.integer :failed_login_count, :null => false, :default => 0
+        t.timestamp :failed_login_at
+  
+        t.boolean :login_enabled, :default => 0, :null => false
+  
+        t.references :user, :polymorphic => true
+  
+        t.timestamps
+      end
+  
+      # Then we create 'disabled' credentials to the reps/employees ...
+      user_tables_find(:select => 'id, email_address').each do |u|
+        u.create_credential :email_address => u[:email_address], :login_enabled => 0
+      end
+  
+      # Remove the  :email column from the reps table
+      USER_TABLES.each{ |t| remove_column t, :email_address }
+    end
+
+    # Phase 3: Add some credential related settings while we're here:
+    Setting.create!(
+      :keyname     => 'account_lockout_threshold',
+      :label       => 'Account Lockout Threshold',
+      :description => 'Number of incorrect logins before an account is locked out',
+      :keyval      => '3'
+    )
+    
+    Setting.create!(
+      :keyname     => 'account_lockout_duration',
+      :label       => 'Account Lockout Duration',
+      :description => 'Number of seconds for an account to be locked out, after the lockout threshold has been reached',
+      :keyval      => '900'
+    )
+  end
+
+  def self.down
+  
+    # Phase 2:
+    say_with_time "Downgrading Credentials" do 
+      USER_TABLES.each{ |t| add_column t, :email_address, :string }
+      
+      ClientRepresentative.reset_column_information
+      Employee.reset_column_information
+      
+      user_tables_find(:select => 'id, email_address, credential.*', :include => [:credential]).each do |u|
+        u[:email_address] = u.credential.email_address and u.save! if u.credential
+      end
+      
+    end
+
+    # Phase 1:
+    say_with_time "Downgrading Client Representatives" do 
+      add_column :client_representatives, :client_id, :integer
+      
+      ClientRepresentative.reset_column_information
+      
+      ClientRepresentative.find(:all, :include => :clients).each do |cr|
+        cr[:client_id] = cr.client_ids[0]
+        cr.save!
+      end
+    end
+    
+    # Now we remove our settings
+    say_with_time "Removing Credential Settings" do 
+      Setting.find( 
+        :all, 
+        :conditions => { :keyname => %w(account_lockout_threshold account_lockout_duration) }
+      ).each{|s| s.destroy }
+    end
+
+    drop_table :credentials
+
+    drop_table :client_representatives_clients
+      
+  end
+end

data/db/migrate/024_updates_for_sales_tax.rb

@@ -0,0 +1,91 @@
+require "#{BRISKBILLS_ROOT}/db/migrate/021_create_views_and_indexes"
+
+class UpdatesForSalesTax < ActiveRecord::Migration
+
+  CREATE_VIEWS = [
+    ['clients_with_charges_sum', 
+     'SELECT 
+        invoices.client_id,
+        SUM(IF(activities.cost IS NULL, 0,activities.cost)+IF(activities.tax IS NULL, 0, activities.tax)) AS charges_sum
+      FROM invoices
+      LEFT JOIN activities ON activities.invoice_id = invoices.id
+      GROUP BY invoices.client_id;'],
+        
+    ['clients_with_balances',
+     'SELECT
+         clients.*,
+         SUM(IF(activities.cost IS NULL, 0,activities.cost)+IF(activities.tax IS NULL, 0, activities.tax)) AS uninvoiced_activities_balance,
+         clients_with_charges_sum.charges_sum,
+         IF(clients_with_payment_sum.payment_sum IS NULL, 0,clients_with_payment_sum.payment_sum) AS payment_sum,
+         (
+            clients_with_charges_sum.charges_sum -
+            IF(clients_with_payment_sum.payment_sum IS NULL, 0,clients_with_payment_sum.payment_sum)
+         ) AS balance
+       FROM clients
+       LEFT JOIN clients_with_charges_sum ON clients_with_charges_sum.client_id = clients.id
+       LEFT JOIN clients_with_payment_sum ON clients_with_payment_sum.client_id = clients.id
+       LEFT JOIN activities ON (activities.is_published = 1 AND activities.invoice_id IS NULL AND activities.client_id = clients.id)
+       GROUP BY clients.id
+       ORDER BY clients.company_name;'],
+       
+    ['invoices_with_totals',
+     'SELECT 
+         invoices.id, invoices.client_id, invoices.comments, invoices.issued_on, invoices.is_published, invoices.created_at, invoices.updated_at, 
+         SUM(IF(activities.cost IS NULL, 0,activities.cost)+IF(activities.tax IS NULL, 0, activities.tax)) AS amount,
+         invoices_with_payments.amount_paid,
+         IF(SUM(IF(activities.cost IS NULL, 0,activities.cost)+IF(activities.tax IS NULL, 0, activities.tax))-invoices_with_payments.amount_paid = 0, true,false) AS is_paid
+       FROM invoices 
+       LEFT JOIN activities ON activities.invoice_id = invoices.id
+       LEFT JOIN invoices_with_payments ON invoices_with_payments.invoice_id = invoices.id
+       GROUP BY invoices.id;']
+  ]
+  
+  def self.replace_views(views)
+    views.each { |vd| execute( 'CREATE OR REPLACE VIEW %s AS %s' %  [vd[0], vd[1]] ) }
+  end
+  
+  def self.up
+    add_column :activities, :tax, :decimal, :precision => 10, :scale => 2, :default => nil, :null => true
+
+    say_with_time "Updating Views" do
+      replace_views CREATE_VIEWS
+    end
+
+    say_with_time "Creating Tax Settings" do 
+      Setting.create!(
+        :keyname     => 'sales_tax_percent',
+        :label       => 'Sales Tax %',
+        :description => 'Sales Tax Percentage. The added tax percentage against the item price.',
+        :keyval      => '6'
+      )
+
+      Setting.create!(
+        :keyname     => 'sales_tax_flat',
+        :label       => 'Sales Flat (flat)',
+        :description => 'A flat tax amount added to the item price, independant of the actual cost.',
+        :keyval      => '0'
+      )
+    end
+
+  end
+  
+  
+  def self.down
+   
+    say_with_time "Updating Views" do
+      updated_view_names = CREATE_VIEWS.collect{|v| v[0]}
+      
+      replace_views ::CreateViewsAndIndexes::CREATE_VIEWS.select{|v| true if updated_view_names.include? v[0] }.reverse
+    end    
+
+    remove_column :activities, :tax
+
+    say_with_time "Removing Tax Settings" do 
+      Setting.find( 
+        :all, 
+        :conditions => { :keyname => %w(sales_tax_percent sales_tax_flat) }
+      ).each{|s| s.destroy }
+    end
+
+  end
+end