erp_invoicing 3.0.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- data/GPL-3-LICENSE +674 -0
- data/README.rdoc +3 -0
- data/Rakefile +31 -0
- data/app/assets/javascripts/erp_invoicing/application.js +9 -0
- data/app/assets/stylesheets/erp_invoicing/application.css +7 -0
- data/app/controllers/erp_invoicing/erp_app/organizer/bill_pay/accounts_controller.rb +108 -0
- data/app/controllers/erp_invoicing/erp_app/organizer/bill_pay/base_controller.rb +22 -0
- data/app/helpers/erp_invoicing/application_helper.rb +4 -0
- data/app/models/extensions/financial_txn_account.rb +7 -0
- data/app/models/extensions/product_instance.rb +10 -0
- data/app/models/extensions/product_type.rb +10 -0
- data/app/models/extensions/work_effort.rb +10 -0
- data/app/models/invoice.rb +16 -0
- data/app/models/invoice_item.rb +13 -0
- data/app/models/invoice_item_type.rb +2 -0
- data/app/models/invoice_party_role.rb +7 -0
- data/app/models/invoice_type.rb +2 -0
- data/app/models/payment_application.rb +6 -0
- data/app/views/layouts/erp_invoicing/application.html.erb +14 -0
- data/app/widgets/bill_pay/base.rb +230 -0
- data/app/widgets/bill_pay/helpers/controller/bill_pay_controller_helper.rb +3 -0
- data/app/widgets/bill_pay/helpers/view/bill_pay_view_helper.rb +3 -0
- data/app/widgets/bill_pay/javascript/bill_pay.js +11 -0
- data/app/widgets/bill_pay/views/_menu.html.erb +63 -0
- data/app/widgets/bill_pay/views/_payment_history_table.html.erb +115 -0
- data/app/widgets/bill_pay/views/_statement_table.html.erb +117 -0
- data/app/widgets/bill_pay/views/account_home.html.erb +10 -0
- data/app/widgets/bill_pay/views/index.html.erb +4 -0
- data/app/widgets/bill_pay/views/make_payment.html.erb +24 -0
- data/app/widgets/bill_pay/views/payment_account_forms/bank_account.html.erb +28 -0
- data/app/widgets/bill_pay/views/payment_account_forms/credit_card.html.erb +48 -0
- data/app/widgets/bill_pay/views/payment_accounts.html.erb +120 -0
- data/app/widgets/bill_pay/views/payment_history.html.erb +104 -0
- data/app/widgets/bill_pay/views/pdf/layout.pdf.erb +35 -0
- data/app/widgets/bill_pay/views/statements.html.erb +4 -0
- data/config/routes.rb +6 -0
- data/db/data_migrations/20111121153349_create_bill_pay_organizer_application.rb +14 -0
- data/db/migrate/20111121000000_invoicing_services.rb +197 -0
- data/lib/erp_invoicing/engine.rb +10 -0
- data/lib/erp_invoicing/version.rb +3 -0
- data/lib/erp_invoicing.rb +4 -0
- data/lib/tasks/erp_invoicing_tasks.rake +4 -0
- data/public/javascripts/erp_app/organizer/applications/bill_pay/accounts_grid_panel.js +182 -0
- data/public/javascripts/erp_app/organizer/applications/bill_pay/base.js +134 -0
- data/public/javascripts/erp_app/organizer/applications/bill_pay/extensions.js +112 -0
- data/public/javascripts/erp_app/organizer/applications/bill_pay/make_payment_window.js +103 -0
- data/public/javascripts/erp_app/organizer/applications/bill_pay/payment_accounts_grid_panel.js +104 -0
- data/public/javascripts/erp_app/organizer/applications/bill_pay/transactions_grid_panel.js +84 -0
- metadata +187 -0
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table
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table a, table, tbody, tfoot, tr, th, td
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tbody td{
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table caption
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table .odd th a,table .odd td a,table .odd td{
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table th a:hover, table th a:focus, tbody tr:hover th
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color: #fff !important;
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table .odd th,table .odd td{
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thead th
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tbody th
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font-style: normal;
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background-color: #fff;
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border-bottom: 1px dotted #aeb3b6;
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td
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border-bottom: 1px dotted #aeb3b6;
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}
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</style>
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<h2>Payment History</h2>
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<a href="<%=build_widget_url(:download_payment_history)%>">Download History</a>
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<br/><br/>
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<%= render :partial => '/payment_history_table' , :locals => {:payments => @payments}%>
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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd">
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<html xmlns="http://www.w3.org/1999/xhtml">
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<head>
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<title>Statement</title>
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</head>
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<style type="text/css">
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#container{
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width:610px;
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}
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#body{
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font-size: 10px;
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font-family: "Lucida Grande";
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.bold{
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font-weight:bold;
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.center{
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text-align:center;
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img{
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border:none;
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</style>
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<body>
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<div id="container">
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<h1><%= @title %></h1>
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<div id="body">
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<div>
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<%= render @body_options %>
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</div>
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</div>
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</div>
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</body>
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</html>
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data/config/routes.rb
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class CreateBillPayOrganizerApplication
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def self.up
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OrganizerApplication.create(
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:description => 'Bill Pay',
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:icon => 'icon-credit_cards',
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:javascript_class_name => 'Compass.ErpApp.Organizer.Applications.BillPay.Base',
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:internal_identifier => 'bill_pay'
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)
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end
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def self.down
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OrganizerApplication.destroy_all(:conditions => ['internal_identifier = ?','bill_pay'])
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end
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end
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#***********************************************************************************************************
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# TODO
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#
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# Should all amounts be using amount_ids? Particularly payments, which can be in multiple currencies
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# Money amounts in commerce are floats - that doesn't seem right????
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#***********************************************************************************************************
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class InvoicingServices < ActiveRecord::Migration
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def self.up
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# Create invoices
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unless table_exists?(:invoices)
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create_table :invoices do |t|
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t.column :description, :string
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t.column :message, :string
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t.column :product_id, :integer
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t.column :invoice_date, :date
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t.column :external_identifier, :string
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t.column :external_id_source, :string
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t.references :invoice_type
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t.timestamps
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end
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end
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# Create invoice types (not in silverston models - may be removed in future releases)
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unless table_exists?(:invoice_types)
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create_table :invoice_types do |t|
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t.column :parent_id, :integer
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t.column :lft, :integer
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t.column :rgt, :integer
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#custom columns go here
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t.column :description, :string
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t.column :comments, :string
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t.column :internal_identifier, :string
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t.column :external_identifier, :string
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t.column :external_id_source, :string
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t.timestamps
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end
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end
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# Create invoice items
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unless table_exists?(:invoice_items)
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create_table :invoice_items do |t|
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#foreign keys
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t.column :invoice_id, :integer
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t.column :invoice_item_type_id, :integer
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#these columns support the polymporphic relationship to invoice-able items
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t.column :invoiceable_item_type, :string
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t.column :invoiceable_item_id, :integer
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#non-key columns
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t.column :item_seq_id, :integer
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t.column :item_description, :string
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t.column :taxable_flag, :integer
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t.column :quantity, :float
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t.column :amount, :float
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t.timestamps
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end
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end
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# Create invoice item types
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unless table_exists?(:invoice_item_types)
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create_table :invoice_item_types do |t|
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t.column :parent_id, :integer
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t.column :lft, :integer
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t.column :rgt, :integer
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#custom columns go here
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t.column :description, :string
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t.column :comments, :string
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t.column :internal_identifier, :string
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t.column :external_identifier, :string
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t.column :external_id_source, :string
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t.timestamps
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end
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end
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# Create invoice_party_roles
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unless table_exists?(:invoice_party_roles)
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create_table :invoice_party_roles do |t|
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t.column :description, :string
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t.column :invoice_id, :integer
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t.column :party_id, :integer
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t.column :role_type_id, :integer
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t.column :external_identifier, :string
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t.column :external_id_source, :string
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t.timestamps
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end
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end
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#*********************************************************************************************
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# This is a deferred specialization of FinancialTxnAccount - see rak or rh for details
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#*********************************************************************************************
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# # Create billing accounts
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# unless table_exists?(:billing_accounts)
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# create_table :billing_accounts do |t|
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# t.column :description, :string
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# t.column :from_date, :date
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# t.column :thru_date, :date
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#
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# t.timestamps
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# end
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# end
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# Create billing contact mechanisms
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unless table_exists?(:billing_contact_mechanisms)
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create_table :billing_contact_mechanisms do |t|
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t.column :description, :string
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#these columns support a polymorphic relationship to the contact mechanism for an invoice and billing account
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#this allows for the use of email, postal addresses and other contact points to be used in billing
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t.column :contact_mechanism_type, :string
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t.column :contact_mechanism_id, :integer
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t.timestamps
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end
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end
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#*********************************************************************************************
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# This is a deferred extension of the base payments model in ecomm - see rak or rh for details
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#*********************************************************************************************
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# # Create payments
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# unless table_exists?(:payments)
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# create_table :payments do |t|
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#
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# t.column :effective_date, :date
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#
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# t.column :internal_identifier, :string
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# t.column :external_identifier, :string
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# t.column :external_id_source, :string
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#
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# #Payments here is set up to point to an amount which allows it to be
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# #in multiple currencies
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# t.column :money_amount_id, :integer
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# t.column :comment, :string
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#
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# t.timestamps
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# end
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# end
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# Create payment applictions
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unless table_exists?(:payment_applications)
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create_table :payment_applications do |t|
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t.column :payment_id, :integer
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#these columns support the polymporphic relationship to the entities to which payments can be applied
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#this will be innvoices, invoice items or accounts
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t.column :payment_applied_to_type, :string
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t.column :payment_applied_to_id, :integer
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#Payments here is set up to point to an amount which allows it to be
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#in multiple currencies
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t.column :applied_money_amount_id, :integer
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t.column :comment, :string
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t.timestamps
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end
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end
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# Create payment party roles
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unless table_exists?(:payment_party_roles)
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create_table :payment_party_roles do |t|
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t.column :description, :string
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t.column :payment_id, :integer
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t.column :party_id, :integer
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t.column :role_type_id, :integer
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t.column :external_identifier, :string
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t.column :external_id_source, :string
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t.timestamps
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end
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end
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end
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def self.down
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[
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:invoices, :invoice_types,
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:invoice_items, :invoice_item_types, :invoice_party_roles, :billing_accounts, :billing_contact_mechanisms,
|
189
|
+
:payment_applications, :payment_party_roles
|
190
|
+
].each do |tbl|
|
191
|
+
if table_exists?(tbl)
|
192
|
+
drop_table tbl
|
193
|
+
end
|
194
|
+
end
|
195
|
+
|
196
|
+
end
|
197
|
+
end
|
@@ -0,0 +1,182 @@
|
|
1
|
+
Ext.define("Compass.ErpApp.Organizer.Applications.BillPay.AccountsGridPanel",{
|
2
|
+
extend:"Ext.grid.Panel",
|
3
|
+
alias:'widget.billpay_accountsgridpanel',
|
4
|
+
deleteAccount : function(rec){
|
5
|
+
|
6
|
+
},
|
7
|
+
|
8
|
+
initComponent : function(){
|
9
|
+
this.bbar = Ext.create("Ext.PagingToolbar",{
|
10
|
+
pageSize: this.initialConfig['pageSize'] || 50,
|
11
|
+
store:this.store,
|
12
|
+
displayInfo: true,
|
13
|
+
displayMsg: '{0} - {1} of {2}',
|
14
|
+
emptyMsg: "Empty"
|
15
|
+
});
|
16
|
+
|
17
|
+
this.callParent(arguments);
|
18
|
+
},
|
19
|
+
|
20
|
+
constructor : function(config) {
|
21
|
+
var store = Ext.create("Ext.data.Store",{
|
22
|
+
proxy:{
|
23
|
+
type:'ajax',
|
24
|
+
url: '/erp_invoicing/erp_app/organizer/bill_pay/accounts',
|
25
|
+
reader:{
|
26
|
+
type:'json',
|
27
|
+
root: 'accounts'
|
28
|
+
}
|
29
|
+
},
|
30
|
+
extraParams:{
|
31
|
+
party_id:null,
|
32
|
+
account_id:null
|
33
|
+
},
|
34
|
+
totalProperty: 'totalCount',
|
35
|
+
idProperty: 'id',
|
36
|
+
fields:[
|
37
|
+
'id',
|
38
|
+
'account_number',
|
39
|
+
'payment_due',
|
40
|
+
'billing_date',
|
41
|
+
'due_date',
|
42
|
+
'party_id'
|
43
|
+
]
|
44
|
+
});
|
45
|
+
|
46
|
+
config = Ext.apply({
|
47
|
+
columns: [
|
48
|
+
{
|
49
|
+
header:'Account Number',
|
50
|
+
sortable: true,
|
51
|
+
dataIndex: 'account_number'
|
52
|
+
},
|
53
|
+
{
|
54
|
+
header:'Payment Due',
|
55
|
+
sortable: true,
|
56
|
+
width:150,
|
57
|
+
dataIndex: 'payment_due'
|
58
|
+
},
|
59
|
+
{
|
60
|
+
header:'Next Billing Date',
|
61
|
+
sortable: true,
|
62
|
+
width:150,
|
63
|
+
dataIndex: 'billing_date'
|
64
|
+
},
|
65
|
+
{
|
66
|
+
header:'Next Payment Due',
|
67
|
+
sortable: true,
|
68
|
+
dataIndex: 'due_date'
|
69
|
+
},
|
70
|
+
{
|
71
|
+
menuDisabled:true,
|
72
|
+
resizable:false,
|
73
|
+
xtype:'actioncolumn',
|
74
|
+
header:'Make Payment',
|
75
|
+
align:'center',
|
76
|
+
width:100,
|
77
|
+
items:[{
|
78
|
+
icon:'/images/icons/creditcards/creditcards_16x16.png',
|
79
|
+
tooltip:'Make Payment',
|
80
|
+
handler :function(grid, rowIndex, colIndex){
|
81
|
+
var rec = grid.getStore().getAt(rowIndex);
|
82
|
+
var makePaymentWindow = Ext.create("Compass.ErpApp.Organizer.Applications.BillPay.MakePaymentWindow",{
|
83
|
+
amount:rec.get('payment_due'),
|
84
|
+
accountId:rec.get('id')
|
85
|
+
});
|
86
|
+
makePaymentWindow.show();
|
87
|
+
}
|
88
|
+
}]
|
89
|
+
},
|
90
|
+
{
|
91
|
+
menuDisabled:true,
|
92
|
+
resizable:false,
|
93
|
+
xtype:'actioncolumn',
|
94
|
+
header:'Customer Info',
|
95
|
+
align:'center',
|
96
|
+
width:100,
|
97
|
+
items:[{
|
98
|
+
icon:'/images/icons/about/about_16x16.png',
|
99
|
+
tooltip:'View Payor Info',
|
100
|
+
handler :function(grid, rowIndex, colIndex){
|
101
|
+
var rec = grid.getStore().getAt(rowIndex);
|
102
|
+
var partyId = rec.get('party_id');
|
103
|
+
|
104
|
+
var individualsGrid = Ext.getCmp('individualSearchGrid');
|
105
|
+
|
106
|
+
var index = individualsGrid.getStore().find("id", partyId);
|
107
|
+
var record = individualsGrid.getStore().getAt(index);
|
108
|
+
individualsGrid.getSelectionModel().select([record], false);
|
109
|
+
Compass.ErpApp.Organizer.Layout.setActiveCenterItem('individuals_search_grid');
|
110
|
+
var individualsTabPanel = Ext.getCmp('individualsTabPanel');
|
111
|
+
var accountsGridPanel = individualsTabPanel.query('billpay_accountsgridpanel')[0];
|
112
|
+
individualsTabPanel.setActiveTab(accountsGridPanel.id);
|
113
|
+
}
|
114
|
+
}]
|
115
|
+
},
|
116
|
+
{
|
117
|
+
menuDisabled:true,
|
118
|
+
resizable:false,
|
119
|
+
xtype:'actioncolumn',
|
120
|
+
header:'Delete',
|
121
|
+
align:'center',
|
122
|
+
width:60,
|
123
|
+
items:[{
|
124
|
+
icon:'/images/icons/delete/delete_16x16.png',
|
125
|
+
tooltip:'Delete',
|
126
|
+
handler :function(grid, rowIndex, colIndex){
|
127
|
+
var rec = grid.getStore().getAt(rowIndex);
|
128
|
+
grid.deleteOrder(rec);
|
129
|
+
}
|
130
|
+
}]
|
131
|
+
}
|
132
|
+
],
|
133
|
+
loadMask: true,
|
134
|
+
autoScroll:true,
|
135
|
+
stripeRows: true,
|
136
|
+
store:store,
|
137
|
+
tbar:{
|
138
|
+
items:[
|
139
|
+
{
|
140
|
+
xtype:'numberfield',
|
141
|
+
hideLabel:true,
|
142
|
+
emptyText:'Account Number'
|
143
|
+
},
|
144
|
+
{
|
145
|
+
text:'Search',
|
146
|
+
iconCls:'icon-search',
|
147
|
+
handler:function(btn){
|
148
|
+
var accountNumber = btn.findParentByType('toolbar').query('numberfield')[0].getValue();
|
149
|
+
var store = btn.findParentByType('billpay_accountsgridpanel').getStore();
|
150
|
+
store.load({
|
151
|
+
params:{
|
152
|
+
account_number:accountNumber
|
153
|
+
}
|
154
|
+
});
|
155
|
+
}
|
156
|
+
},
|
157
|
+
'|',
|
158
|
+
{
|
159
|
+
text: 'All',
|
160
|
+
xtype:'button',
|
161
|
+
iconCls: 'icon-eye',
|
162
|
+
handler: function(btn) {
|
163
|
+
btn.findParentByType('billpay_accountsgridpanel').store.proxy.extraParams.account_number = null;
|
164
|
+
btn.findParentByType('billpay_accountsgridpanel').store.load();
|
165
|
+
}
|
166
|
+
},
|
167
|
+
'|',
|
168
|
+
{
|
169
|
+
text: 'Add',
|
170
|
+
xtype:'button',
|
171
|
+
iconCls: 'icon-add',
|
172
|
+
handler: function(btn) {
|
173
|
+
|
174
|
+
}
|
175
|
+
}
|
176
|
+
]
|
177
|
+
}
|
178
|
+
}, config);
|
179
|
+
|
180
|
+
this.callParent([config]);
|
181
|
+
}
|
182
|
+
});
|