erp_invoicing 3.0.0 → 3.0.1

data/db/data_migrations/20120229174322_add_billpay_widget.rb

@@ -0,0 +1,28 @@
+class AddBillpayWidget
+  
+  def self.up
+    #insert data here
+    if Widget.find_by_internal_identifier('billpay').nil?
+      app = Application.find_by_internal_identifier('crm')
+
+      billpay = Widget.create(
+          :description => 'Bill Pay',
+          :internal_identifier => 'billpay',
+          :icon => 'icon-grid',
+          :xtype => 'billpay'
+        )
+
+      app.widgets << billpay
+      app.save
+
+      billpay.roles << Role.find_by_internal_identifier('admin')
+      billpay.save
+    end
+  end
+  
+  def self.down
+    #remove data here
+    Widget.find_by_internal_identifier('billpay').destroy
+  end
+
+end

data/db/migrate/20111121000000_invoicing_services.rb

@@ -11,35 +11,54 @@ class InvoicingServices < ActiveRecord::Migration
     # Create invoices
     unless table_exists?(:invoices)
       create_table :invoices do |t|
-        
-        t.column :description, :string
-        t.column :message, :string
-        t.column :product_id, :integer
-        t.column :invoice_date, :date
-        t.column :external_identifier, :string
-        t.column :external_id_source, :string
+        t.string     :invoice_number
+        t.string     :description
+        t.string     :message
+        t.date       :invoice_date
+        t.date       :due_date
+        t.string     :external_identifier
+        t.string     :external_id_source
+        t.references :product
         t.references :invoice_type
+        t.references :billing_account
+        t.references :invoice_payment_strategy_type
 
         t.timestamps
       end
+
+      add_index :invoices, :product_id, :name => 'prod_type_idx'
+      add_index :invoices, :invoice_type_id, :name => 'invoice_type_idx'
+      add_index :invoices, :billing_account_id, :name => 'invoice_billing_acct_idx'
+      add_index :invoices, :invoice_payment_strategy_type_id, :name => 'invoice_payment_stragegy_idx'
     end
-    
+
     # Create invoice types (not in silverston models - may be removed in future releases)
     unless table_exists?(:invoice_types)
-      
+
       create_table :invoice_types do |t|
-       t.column :parent_id, :integer
-       t.column :lft, :integer
-       t.column :rgt, :integer
-
-       #custom columns go here
-       t.column :description, :string
-       t.column :comments, :string
-       t.column :internal_identifier, :string
-       t.column :external_identifier, :string
-       t.column :external_id_source,  :string
-
-       t.timestamps
+        t.integer :parent_id
+        t.integer :lft
+        t.integer :rgt
+
+        #custom columns go here
+        t.string :description
+        t.string :comments
+        t.string :internal_identifier
+        t.string :external_identifier
+        t.string :external_id_source
+
+        t.timestamps
+      end
+    end
+
+    unless table_exists?(:invoice_payment_strategy_types)
+      create_table :invoice_payment_strategy_types do |t|
+        t.string   :description
+        t.string   :internal_identifier
+        t.string   :external_identifier
+        t.string   :external_id_source
+
+        t.timestamps
       end
     end
     
@@ -47,146 +66,194 @@ class InvoicingServices < ActiveRecord::Migration
     unless table_exists?(:invoice_items)
       create_table :invoice_items do |t|
         #foreign keys      
-        t.column :invoice_id, :integer
-        t.column :invoice_item_type_id,   :integer
+        t.references :invoice
+        t.references :invoice_item_type
         
         #these columns support the polymporphic relationship to invoice-able items
-        t.column :invoiceable_item_type, :string        
-        t.column :invoiceable_item_id,    :integer 
+        t.references :invoiceable_item, :polymorphic => true
 
         #non-key columns
-        t.column :item_seq_id,            :integer
-        t.column :item_description,       :string
-        t.column :taxable_flag,           :integer
-        t.column :quantity,               :float
-        t.column :amount,                 :float
+        t.integer    :item_seq_id
+        t.string     :item_description
+        t.float      :sales_tax
+        t.float      :quantity
+        t.float      :amount
         
         t.timestamps
       end
+
+      add_index :invoice_items, [:invoiceable_item_id, :invoiceable_item_type], :name => 'invoiceable_item_idx'
+      add_index :invoice_items, :invoice_id, :name => 'invoice_id_idx'
+      add_index :invoice_items, :invoice_item_type_id, :name => 'invoice_item_type_id_idx'
     end
     
     # Create invoice item types
     unless table_exists?(:invoice_item_types)
       create_table :invoice_item_types do |t|
-       t.column :parent_id, :integer
-       t.column :lft, :integer
-       t.column :rgt, :integer
-
-       #custom columns go here
-       t.column :description, :string
-       t.column :comments, :string
-       t.column :internal_identifier, :string
-       t.column :external_identifier, :string
-       t.column :external_id_source, :string
-
-       t.timestamps
+        t.integer :parent_id
+        t.integer :lft
+        t.integer :rgt
+
+        #custom columns go here
+        t.string :description
+        t.string :comments
+        t.string :internal_identifier
+        t.string :external_identifier
+        t.string :external_id_source
+
+        t.timestamps
       end
     end
     
     # Create invoice_party_roles
     unless table_exists?(:invoice_party_roles)
       create_table :invoice_party_roles do |t|
-        t.column :description, :string
-        t.column :invoice_id, :integer
-        t.column :party_id, :integer
-        t.column :role_type_id, :integer
-        t.column :external_identifier, :string
-        t.column :external_id_source, :string
+        t.string :description
+        t.integer :role_type_id
+        t.string :external_identifier
+        t.string :external_id_source
+        t.references :invoice
+        t.references :party
         
         t.timestamps
       end
+
+      add_index :invoice_party_roles, :invoice_id, :name => 'invoice_party_invoice_id_idx'
+      add_index :invoice_party_roles, :party_id, :name => 'invoice_party_party_id_idx'
     end
 
-    #*********************************************************************************************
-    # This is a deferred specialization of FinancialTxnAccount - see rak or rh for details
-    #*********************************************************************************************
-    # # Create billing accounts
-    # unless table_exists?(:billing_accounts)
-    #   create_table :billing_accounts do |t|
-    #     t.column :description, :string
-    #     t.column :from_date, :date
-    #     t.column :thru_date, :date
-    #     
-    #     t.timestamps
-    #   end
-    # end
+
+    unless table_exists?(:billing_accounts)
+      create_table :billing_accounts do |t|
+        t.boolean :send_paper_bills, :default => false
+        t.boolean :payable_online, :default => false
+        t.date    :billing_date
+
+        t.timestamps
+      end
+    end
 
     # Create billing contact mechanisms
     unless table_exists?(:billing_contact_mechanisms)
       create_table :billing_contact_mechanisms do |t|
-        t.column :description, :string
+        t.string :description
         #these columns support a polymorphic relationship to the contact mechanism for an invoice and billing account
         #this allows for the use of email, postal addresses and other contact points to be used in billing
-        t.column :contact_mechanism_type, :string
-        t.column :contact_mechanism_id,   :integer
+        t.references :contact_mechanism, :polymorphic => true
     
         t.timestamps
       end
+
+      add_index :billing_contact_mechanisms, [:contact_mechanism_id, :contact_mechanism_type], :name => 'billing_contact_mechanism_idx'
     end
 
-    #*********************************************************************************************
-    # This is a deferred extension of the base payments model in ecomm - see rak or rh for details
-    #*********************************************************************************************
-    # # Create payments
-    # unless table_exists?(:payments)
-    #   create_table :payments do |t|
-    #     
-    #     t.column :effective_date, :date
-    # 
-    #     t.column :internal_identifier,  :string
-    #     t.column :external_identifier,  :string
-    #     t.column :external_id_source,   :string
-    #     
-    #     #Payments here is set up to point to an amount which allows it to be
-    #     #in multiple currencies
-    #     t.column :money_amount_id,      :integer
-    #     t.column :comment,              :string
-    #                     
-    #     t.timestamps
-    #   end
-    # end
+    unless table_exists?(:recurring_payments)
+      create_table :recurring_payments do |t|
+        t.references :payment_account, :polymorphic => true
+        t.references :billing_account
+        t.float    :pay_up_to_amount
+        t.float    :payment_amount
+        t.integer  :payment_day
+        t.date     :from_date
+        t.date     :thru_date
+        t.boolean  :enabled
+
+        t.timestamps
+      end
+
+      add_index :recurring_payments, [:payment_account_id, :payment_account_type], :name => 'payment_account_idx'
+      add_index :recurring_payments, :billing_account_id
+    end
 
     # Create payment applictions
     unless table_exists?(:payment_applications)
       create_table :payment_applications do |t|
         
-        t.column :payment_id,         :integer
+        t.integer :financial_txn_id
 
         #these columns support the polymporphic relationship to the entities to which payments can be applied
         #this will be innvoices, invoice items or accounts
-        t.column :payment_applied_to_type,  :string        
-        t.column :payment_applied_to_id,    :integer
+        t.references :payment_applied_to, :polymorphic => true
         
         #Payments here is set up to point to an amount which allows it to be
         #in multiple currencies
-        t.column :applied_money_amount_id,      :integer
-        t.column :comment,                      :string
+        t.integer :applied_money_amount_id
+        t.string :comment
                         
         t.timestamps
       end
+
+      add_index :payment_applications, [:payment_applied_to_id, :payment_applied_to_type], :name => 'payment_applied_to_idx'
+      add_index :payment_applications, :financial_txn_id
+      add_index :payment_applications, :applied_money_amount_id
     end
 
-    # Create payment party roles
-    unless table_exists?(:payment_party_roles)
-      create_table :payment_party_roles do |t|
-        t.column :description, :string
-        t.column :payment_id, :integer
-        t.column :party_id, :integer
-        t.column :role_type_id, :integer
-        t.column :external_identifier, :string
-        t.column :external_id_source, :string
-        
+    unless table_exists? :invoice_payment_term_sets
+      create_table :invoice_payment_term_sets do |t|
+        #foreign keys
+        t.references :invoice
+        t.references :invoice_item
+
+        #custom columns go here
+        t.string :description
+        t.string :comments
+        t.string :internal_identifier
+        t.string :external_identifier
+        t.string :external_id_source
+
+        t.timestamps
+      end
+
+      add_index :invoice_payment_term_sets, :invoice_id
+      add_index :invoice_payment_term_sets, :invoice_item_id
+    end
+
+    unless table_exists? :invoice_payment_terms
+      create_table :invoice_payment_terms do |t|
+        #foreign keys
+        t.references :invoice_payment_term_type
+        t.references :invoice_payment_term_set
+
+        #non-key columns
+        t.string :description
+        t.date :pay_by
+        t.float :amount
+
+        t.timestamps
+      end
+
+      add_index :invoice_payment_terms, :invoice_payment_term_type_id
+      add_index :invoice_payment_terms, :invoice_payment_term_set_id
+    end
+
+    unless table_exists? :invoice_payment_term_types
+      create_table :invoice_payment_term_types do |t|
+        #awesome nested set columns
+        t.integer :parent_id
+        t.integer :lft
+        t.integer :rgt
+
+        #custom columns go here
+        t.string :description
+        t.string :comments
+        t.string :internal_identifier
+        t.string :external_identifier
+        t.string :external_id_source
+
         t.timestamps
       end
     end
+
     
   end
 
   def self.down
     [
-      :invoices, :invoice_types,
-      :invoice_items, :invoice_item_types, :invoice_party_roles, :billing_accounts, :billing_contact_mechanisms,
-      :payment_applications, :payment_party_roles
+      :invoices, :invoice_types, :invoice_payment_strategy_types,
+      :invoice_items, :invoice_item_types, :invoice_party_roles,
+      :billing_accounts, :billing_contact_mechanisms,
+      :payment_applications, :payment_party_roles, :recurring_payments,
+      :invoice_payment_term_sets,:invoice_payment_terms,:invoice_payment_term_types
     ].each do |tbl|
       if table_exists?(tbl)
         drop_table tbl

data/db/migrate/20120228184317_add_text_to_pay_to_recurring_payments.rb

@@ -0,0 +1,13 @@
+class AddTextToPayToRecurringPayments < ActiveRecord::Migration
+  def up
+    unless columns(:recurring_payments).collect {|c| c.name}.include?('text_to_pay')
+      add_column :recurring_payments, :text_to_pay, :boolean
+    end
+  end
+
+  def down
+    if columns(:recurring_payments).collect {|c| c.name}.include?('text_to_pay')
+      remove_column :recurring_payments, :text_to_pay
+    end
+  end
+end

data/db/migrate/20120301155722_add_billing_date_to_billing_account.rb

@@ -0,0 +1,13 @@
+class AddBillingDateToBillingAccount < ActiveRecord::Migration
+  def up
+    unless columns(:billing_accounts).collect {|c| c.name}.include?('billing_date')
+      add_column :billing_accounts, :billing_date, :date
+    end
+  end
+
+  def down
+    if columns(:billing_accounts).collect {|c| c.name}.include?('billing_date')
+      remove_column :billing_accounts, :billing_date
+    end
+  end
+end

data/lib/erp_invoicing/engine.rb

@@ -6,5 +6,10 @@ module ErpInvoicing
       app.middleware.insert_before Rack::Lock, ::ActionDispatch::Static, "#{root}/public"
     end
 
+    engine = self
+    config.to_prepare do
+      ErpBaseErpSvcs.register_compass_ae_engine(engine)
+      ::ErpApp::Widgets::Loader.load_compass_ae_widgets(engine)
+    end
   end
 end

data/lib/erp_invoicing/version.rb

@@ -1,3 +1,9 @@
 module ErpInvoicing
-  VERSION = "3.0.0"
+  module VERSION #:nodoc:
+    MAJOR = 3
+    MINOR = 0
+    TINY  = 1
+
+    STRING = [MAJOR, MINOR, TINY].compact.join('.')
+  end
 end

data/lib/erp_invoicing.rb

@@ -1,3 +1,4 @@
+require "erp_invoicing/version"
 require "erp_invoicing/engine"
 
 module ErpInvoicing

data/public/javascripts/erp_app/desktop/applications/invoice_management/billing_accounts_panel.js

@@ -0,0 +1,80 @@
+Ext.define("Compass.ErpApp.Desktop.Applications.InvoiceManagement.BillingAccountsPanel",{
+  extend:"Ext.panel.Panel",
+  alias:'widget.invoicemanagement-billingaccountspanel',
+  title:'Billing Accounts',
+    
+  constructor : function(config) {
+    var tabPanel = Ext.create("Ext.tab.Panel",{
+      region:'south',
+      plugins: Ext.create('Ext.ux.TabCloseMenu', {
+        extraItemsTail: [
+        '-',
+        {
+          text: 'Closable',
+          checked: true,
+          hideOnClick: true,
+          handler: function (item) {
+            currentItem.tab.setClosable(item.checked);
+          }
+        }
+        ],
+        listeners: {
+          aftermenu: function () {
+            currentItem = null;
+          },
+          beforemenu: function (menu, item) {
+            var menuitem = menu.child('*[text="Closable"]');
+            currentItem = item;
+            menuitem.setChecked(item.closable);
+          }
+        }
+      }),
+      height:250,
+      split:true,
+      collapsible:true,
+      items:[]
+    });
+
+    config = Ext.apply({
+      layout:'border',
+      autoScroll:true,
+      items:[
+      {
+        xtype:'shared-billingaccountsgridpanel',
+        title:'',
+        showAddDelete:true,
+        region:'center',
+        listeners:{
+          'itemclick':function(view, record, item, index, e, options){
+            var billingAccountNumber = record.get("account_number");
+            var billingAccountId = record.get("id");
+            var itemId = 'invoices-' + billingAccountId;
+            var invoicesGridPanel = tabPanel.query('#'+itemId)[0];
+
+            if(Compass.ErpApp.Utility.isBlank(invoicesGridPanel)){
+              invoicesGridPanel = Ext.create('widget.shared-invoicesgridpanel',{
+                billingAccountNumber:billingAccountNumber,
+                billingAccountId:billingAccountId,
+                itemId:itemId,
+                showAddDelete:true,
+                closable:true,
+                title:billingAccountNumber + ' Invoices'
+              });
+              tabPanel.add(invoicesGridPanel);
+            }
+            else{
+              invoicesGridPanel.store.load();
+            }
+
+            tabPanel.setActiveTab(invoicesGridPanel);
+          }
+        }
+      },
+      tabPanel]
+    }, config);
+
+    this.callParent([config]);
+  }
+    
+});
+

data/public/javascripts/erp_app/desktop/applications/invoice_management/invoices_panel.js

@@ -0,0 +1,48 @@
+Ext.define("Compass.ErpApp.Desktop.Applications.InvoiceManagement.InvoicesPanel",{
+  extend:"Ext.panel.Panel",
+  alias:'widget.invoicemanagement_invoicespanel',
+  title:'Invoices',
+  
+  constructor : function(config) {
+    var tabPanel = Ext.create("Ext.tab.Panel",{
+      region:'south',
+      height:250,
+      split:true,
+      collapsible:true,
+      items:[
+        {xtype:'shared-invoiceitemsgridpanel'},
+        {xtype:'shared-paymentsgridpanel'}
+      ]
+    });
+
+    config = Ext.apply({
+      layout:'border',
+      autoScroll:true,
+      items:[{
+        xtype:'shared-invoicesgridpanel',
+        title:'',
+        region:'center',
+        showAddDelete:true,
+        listeners:{
+          'itemclick':function(view, record, item, index, e, options){
+            var invoiceId = record.get("id");
+            var itemsStore = tabPanel.query('shared-invoiceitemsgridpanel')[0].getStore();
+            itemsStore.proxy.extraParams.invoice_id = invoiceId;
+            itemsStore.load();
+
+            var paymentsStore = tabPanel.query('shared-paymentsgridpanel')[0].getStore();
+            paymentsStore.proxy.extraParams.invoice_id = invoiceId;
+            paymentsStore.load();
+
+
+            tabPanel.setActiveTab(0);
+          }
+        }
+      },tabPanel]
+    }, config);
+
+    this.callParent([config]);
+  }
+    
+});
+

data/public/javascripts/erp_app/desktop/applications/invoice_management/module.js

@@ -0,0 +1,36 @@
+Ext.define("Compass.ErpApp.Desktop.Applications.InvoiceManagement",{
+  extend:"Ext.ux.desktop.Module",
+  id:'invoice_management-win',
+  init : function(){
+    this.launcher = {
+      text: 'Invoice Management',
+      iconCls:'icon-creditcards',
+      handler: this.createWindow,
+      scope: this
+    }
+  },
+
+  createWindow : function(){
+    var desktop = this.app.getDesktop();
+    var win = desktop.getWindow('invoice_management');
+    if(!win){
+
+      win = desktop.createWindow({
+        id: 'invoice_management',
+        title:'Invoice Management',
+        width:1200,
+        height:800,
+        iconCls: 'icon-creditcards',
+        shim:false,
+        animCollapse:false,
+        constrainHeader:true,
+        layout: 'fit',
+        items:[
+          {xtype:'tabpanel', items:[{xtype:'invoicemanagement-billingaccountspanel'},
+          {xtype:'invoicemanagement_invoicespanel'}]}
+        ]
+      });
+    }
+    win.show();
+  }
+});