erp_invoicing 3.1.0 → 4.0.0

data/app/controllers/erp_invoicing/sms_controller.rb

@@ -1,156 +0,0 @@
-module ErpInvoicing
-  class SmsController < ::ActionController::Base
-    before_filter :allow_by_ip
-
-    # Receive SMS callback from clickatell
-    # Example: If you provide this URL http://www.yourdomain.com/erp_invoicing/sms/receive_response then we will do a POST or GET as follows:
-    # https://www.yourdomain.com/sms/receive_response?api_id=12345&from=279991235642&to=27123456789&
-    # timestamp=2008-08-0609:43:50&text=Hereisthe%20messagetext&charset=ISO-8859-1&udh=&moMsgId=b2aee337abd962489b123fda9c3480fa
-    def receive_response
-      message_text = params[:text]
-      moMsgId = params[:moMsgId]
-      to_number = params[:to]
-      from_number = params[:from]
-
-      if message_text.blank? or to_number.blank? or from_number.blank?
-        Rails.logger.error 'ErpInvoicing::SmsController#receive_response called with insufficient data'
-        render_false and return
-        render :json => {:success => false} and return
-      end
-
-      # find the comm event sent within past 10mins where that incoming message is a reponse to
-      cmm_evt = CommunicationEvent.find_by_sql("SELECT * FROM communication_events
-                                    JOIN phone_numbers from_phone ON from_contact_mechanism_id=from_phone.id
-                                    JOIN phone_numbers to_phone ON to_contact_mechanism_id=to_phone.id
-                                    WHERE from_contact_mechanism_type = 'PhoneNumber' 
-                                    AND from_contact_mechanism_type='PhoneNumber'
-                                    AND from_phone.phone_number = '#{to_number.to_s}'
-                                    AND (to_phone.phone_number = '#{from_number.to_s}' OR to_phone.phone_number = '#{from_number[1..from_number.length]}')
-                                    AND communication_events.created_at > '#{SMS_TIME_WINDOW.minutes.ago.to_s}'
-                                    ORDER BY communication_events.created_at DESC").first
-
-      unless cmm_evt.nil?
-        if message_text.downcase.include?('yespay') or message_text.downcase.include?('yes pay')
-          billing_account = BillingAccount.find(cmm_evt.case_id)
-          payment_due = billing_account.payment_due
-
-          # TODO: scrape for amount and compare with payment_due on account?
-
-          if billing_account.has_outstanding_balance?
-            success = submit_payment(cmm_evt, billing_account) if billing_account.has_outstanding_balance?
-          else
-            Rails.logger.error 'ErpInvoicing::SmsController#receive_response called: skipping payment NO OUTSTANDING BALANCE TO PAY'
-          end
-          to_party = cmm_evt.from_party
-
-          # log communication event
-          new_cmm_evt = CommunicationEvent.new
-          new_cmm_evt.short_description = 'SMS Response'
-          new_cmm_evt.comm_evt_purpose_types << CommEvtPurposeType.find_by_internal_identifier('sms_response')
-          new_cmm_evt.to_role = RoleType.find_by_internal_identifier('application')
-          new_cmm_evt.to_party = to_party
-          new_cmm_evt.to_contact_mechanism = to_party.default_phone_number
-          new_cmm_evt.from_contact_mechanism = cmm_evt.to_party.billing_phone_number
-          new_cmm_evt.from_role = RoleType.find_by_internal_identifier('customer')
-          new_cmm_evt.from_party = cmm_evt.to_party
-          new_cmm_evt.case_id = cmm_evt.case_id
-          new_cmm_evt.notes = "From Number: #{from_number}, To Number: #{to_number}, Message: #{message_text}, Payment: #{success}"
-          new_cmm_evt.external_identifier = moMsgId
-          new_cmm_evt.save
-
-          if success
-            # send successful payment notification
-            clikatell = ErpTechSvcs::SmsWrapper::Clickatell.new
-            clikatell.send_message(from_number, SMS_SUCCESS_NOTIFICATION.gsub('payment_due', payment_due.to_s), :mo => 1, :from => to_number)
-            render_true and return
-          else
-            render_false and return
-          end
-        end
-      else
-        Rails.logger.error "ErpInvoicing::SmsController#receive_  ation event #{moMsgId}"
-        render :json => {:success => false} and return
-      end
-    end
-
-    protected
-    def submit_payment(cmm_evt, billing_account)
-      party = cmm_evt.to_party
-
-      @error_message = nil
-      @message = nil
-      @payment_accounts = party.payment_accounts
-
-      root_account = BizTxnAcctRoot.find(@payment_accounts.first)
-      @payment_account = root_account.account
-      @amount = billing_account.payment_due
-      @payment_date = Date.today
-      
-      money = Money.create(
-        :amount => @amount.to_d,
-        :description => "Clicktopay Payment Applied",
-        :currency => Currency.usd
-      )
-      financial_txn = FinancialTxn.new(:apply_date => @payment_date)
-      financial_txn.description = "Clicktopay Payment Applied"
-      financial_txn.money = money
-      financial_txn.account = root_account
-      financial_txn.save
-      
-      PaymentApplication.create(
-        :financial_txn => financial_txn,
-        :payment_applied_to => billing_account,
-        :money => money
-      )
-
-      if financial_txn.apply_date == Date.today
-        case @payment_account.class.to_s
-        when "BankAccount"
-          financial_txn.txn_type = BizTxnType.ach_sale
-          financial_txn.save
-          result = @payment_account.purchase(financial_txn, ErpCommerce::Config.active_merchant_gateway_wrapper)
-          if !result[:payment].nil? and result[:payment].success
-            @authorization_code = result[:payment].authorization_code
-          else
-            @message = result[:message]
-          end
-        when "CreditCardAccount"
-          financial_txn.txn_type = BizTxnType.cc_sale
-          financial_txn.save
-          result = @payment_account.purchase(financial_txn, '123', ErpCommerce::Config.active_merchant_gateway_wrapper)
-          if !result[:payment].nil? and result[:payment].success
-            @authorization_code = result[:payment].authorization_code
-          else
-            @message = result[:message]
-          end
-        end
-      end
-
-      if @error_message.nil?
-        Rails.logger.info 'ErpInvoicing::SmsController#submit_payment called: payment successful'
-      else
-        Rails.logger.error 'ErpInvoicing::SmsController#submit_payment called: payment failed'
-      end
-    end
-
-
-    def render_false
-      render :json => {:success => false}
-    end
-
-    def render_true
-      render :json => {:success => true}
-    end
-
-    def allow_by_ip
-      Rails.logger.info "ErpInvoicing::SmsController#allow_by_ip called: request from #{request.remote_ip}"
-      if request.remote_ip != SMS_SERVICE_IP
-        redirect_to '/'
-        flash.now[:notice] = "Access denied!"
-        return false
-      end
-    end
-
-
-  end
-end

data/app/helpers/erp_invoicing/application_helper.rb

@@ -1,4 +0,0 @@
-module ErpInvoicing
-  module ApplicationHelper
-  end
-end

data/app/views/layouts/erp_invoicing/application.html.erb

@@ -1,14 +0,0 @@
-<!DOCTYPE html>
-<html>
-<head>
-  <title>ErpInvoicing</title>
-  <%= stylesheet_link_tag    "erp_invoicing/application" %>
-  <%= javascript_include_tag "erp_invoicing/application" %>
-  <%= csrf_meta_tags %>
-</head>
-<body>
-
-<%= yield %>
-
-</body>
-</html>

data/db/data_migrations/20111121153349_create_bill_pay_organizer_application.rb

@@ -1,14 +0,0 @@
-class CreateBillPayOrganizerApplication
-  def self.up
-    OrganizerApplication.create(
-      :description => 'Bill Pay',
-      :icon => 'icon-creditcards',
-      :javascript_class_name => 'Compass.ErpApp.Organizer.Applications.BillPay.Base',
-      :internal_identifier => 'bill_pay'
-    )
-  end
-
-  def self.down
-    OrganizerApplication.destroy_all(:conditions => ['internal_identifier = ?','bill_pay'])
-  end
-end

data/db/data_migrations/20120118181839_create_invoice_management_desktop_application.rb

@@ -1,26 +0,0 @@
-class CreateInvoiceManagementDesktopApplication
-  def self.up
-    app = DesktopApplication.create(
-      :description => 'Invoice Management',
-      :icon => 'icon-creditcards',
-      :javascript_class_name => 'Compass.ErpApp.Desktop.Applications.InvoiceManagement',
-      :internal_identifier => 'invoice_management',
-      :shortcut_id => 'invoice_management-win'
-    )
-
-    app.save
-
-    pt1 = PreferenceType.iid('desktop_shortcut')
-    pt1.preferenced_records << app
-    pt1.save
-
-    pt2 = PreferenceType.iid('autoload_application')
-    pt2.preferenced_records << app
-    pt2.save
-    
-  end
-
-  def self.down
-    DesktopApplication.destroy_all(['internal_identifier = ?','invoice_management'])
-  end
-end

data/db/data_migrations/20120229174322_add_billpay_widget.rb

@@ -1,26 +0,0 @@
-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
-
-    end
-  end
-  
-  def self.down
-    #remove data here
-    Widget.find_by_internal_identifier('billpay').destroy
-  end
-
-end

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

@@ -1,79 +0,0 @@
-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',
-      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

@@ -1,48 +0,0 @@
-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

@@ -1,36 +0,0 @@
-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();
-  }
-});  

data/public/javascripts/erp_app/organizer/applications/bill_pay/base.js

@@ -1,146 +0,0 @@
-Ext.define("Compass.ErpApp.Organizer.Applications.BillPay.AccountDetailsPanel",{
-  extend:"Ext.panel.Panel",
-  alias:'widget.organizer-billpayaccountdetailspanel',
-  constructor : function(config) {
-    var southPanel = {
-      xtype:'tabpanel',
-      region:'south',
-      height:300,
-      split:true,
-      collapsible:true,
-      items:[{
-        xtype:'shared-invoicesgridpanel',
-        billingAccountNumber:config.billingAccountNumber,
-        billingAccountId:config.billingAccountId,
-        showAddDelete:true
-      },{
-        xtype:'billpay-paymentaccountsgridpanel',
-        billingAccountNumber:config.billingAccountNumber,
-        billingAccountId:config.billingAccountId
-      }]
-    };
-
-    var billingAccount = config.billingAccount;
-    var billing_account_details = new Ext.Template(["<div style=\"padding: 10px;\"> ",
-        "Account Number: "+  billingAccount.get('account_number') +"<br>",
-        "Send Paper Bills: "+  billingAccount.get('send_paper_bills') +"<br>",
-        "Payable Online: "+  billingAccount.get('payable_online') +"<br>",
-        "Calculate Balance: "+  billingAccount.get('calculate_balance') +"<br>",
-        "Payment Due: "+  billingAccount.get('payment_due') +"<br>",
-        "Balance: "+  billingAccount.get('balance') +"<br>",
-        "Balance Date: "+  Ext.Date.format(billingAccount.get('balance_date'), 'm/d/Y') +"<br>",
-        "Due Date: "+  Ext.Date.format(billingAccount.get('due_date'), 'm/d/Y') +"<br>",
-        "</div>"]);   
-
-    var centerPanel = {
-      xtype:'panel',
-      layout:'fit',
-      region:'center',
-      autoScroll:true,
-      html:billing_account_details
-    };
-
-    config = Ext.apply({
-      layout:'border',
-      frame: false,
-      autoScroll:true,
-      region:'center',
-      items:[
-      centerPanel,
-      southPanel
-      ]
-
-    }, config);
-    this.callParent([config]);
-  }
-
-});
-
-Compass.ErpApp.Organizer.Applications.BillPay.Base = function(config){
-
-  //setup extensions
-  //Compass.ErpApp.Organizer.Applications.BillPay.loadExtensions();
-
-  var treeMenuStore = Ext.create('Compass.ErpApp.Organizer.DefaultMenuTreeStore', {
-    url:'/erp_invoicing/erp_app/organizer/bill_pay/base/menu',
-    rootText:'Menu',
-    rootIconCls:'icon-content'
-  });
-
-  var menuTreePanel = {
-    id:'billpaymenu',
-    xtype:'defaultmenutree',
-    title:'BillPay',
-    store:treeMenuStore,
-    menuRootIconCls:'icon-content',
-    rootNodeTitle:'Menu',
-    treeConfig:{
-      store:treeMenuStore
-    }
-  };
-
-  var tabPanel = {
-    xtype:'tabpanel',
-    title:'Bill Pay',
-    itemId:'billpay-application',
-    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);
-        }
-      }
-    }),
-    items:[{
-      xtype:'shared-billingaccountsgridpanel',
-      title:'Search',
-      closable:false,
-      autoLoad:false,
-      listeners:{
-        'itemdblclick':function(view, record, item, index, e, options){
-          var tabPanel = view.ownerCt.up('tabpanel');
-          var billingAccountNumber = record.get("account_number");
-          var billingAccountId = record.get("id");
-          var itemId = 'billingaccount'+billingAccountId;
-          item = tabPanel.query('#'+itemId).first();
-
-          if(Compass.ErpApp.Utility.isBlank(item)){
-            item = Ext.create("widget.organizer-billpayaccountdetailspanel",{
-              title:billingAccountNumber,
-              closable:true,
-              itemId:itemId,
-              billingAccountId:billingAccountId,
-              billingAccountNumber:billingAccountNumber,
-              billingAccount: record
-            });
-            tabPanel.add(item);
-          }
-
-          tabPanel.setActiveTab(item);
-          
-        }
-      }
-    }]
-  };
-
-  this.setup = function(){
-    config['organizerLayout'].addApplication(menuTreePanel, [tabPanel]);
-  };
-
-};
-

data/public/javascripts/erp_app/organizer/applications/bill_pay/extensions.js

@@ -1,21 +0,0 @@
-Ext.define("Compass.ErpApp.Organizer.Applications.BillPay.PartyAccountsTab",{
-  extend:"Compass.ErpApp.Shared.BillingAccountsGridPanel",
-  alias:'widget.billpay',
-    title:'Accounts',
-    listeners:{
-      activate:function(grid){
-        var contactsLayout = grid.findParentByType('contactslayout');
-        if(!Compass.ErpApp.Utility.isBlank(contactsLayout.partyId)){
-          var store = grid.getStore();
-          store.proxy.extraParams.party_id = contactsLayout.partyId;
-          store.load({
-            params:{
-              start:0,
-              limit:10
-            }
-          })
-        }
-      }
-    }
-
-});

data/public/javascripts/erp_app/organizer/applications/bill_pay/make_payment_window.js

@@ -1,109 +0,0 @@
-Ext.define("Compass.ErpApp.Organizer.Applications.BillPay.MakePaymentWindow",{
-  extend:"Ext.window.Window",
-  alias:'widget.billpay_makepaymentwindow',
-  constructor : function(config) {
-    config = Ext.apply({
-      id: 'billpay_makepayment_window',
-      layout:'fit',
-      width:300,
-      title:'Make Payment',
-      iconCls:'icon-creditcards',
-      buttonAlign:'center',
-      plain: true,
-      items: Ext.create('Ext.form.Panel',{
-        id: 'billpay_makepayment_form',
-        baseParams:{
-          billing_account_id:config.billing_account_id
-        },
-        url:config['url'],
-        items: [
-        {
-          xtype:'numberfield',
-          value:config['amount'],
-          fieldLabel:'Amount',
-          name: 'amount'
-        },
-        {
-          xtype:'combo',
-          name:'payment_account_id',
-          loadingText:'Retrieving Payment Accounts...',
-          store:Ext.create('Ext.data.Store',{
-            proxy:{
-              type:'ajax',
-              reader:{
-                type:'json',
-                root:'payment_accounts'
-              },
-              extraParams:{
-                account_id:config.accountId
-              },
-              url:'/erp_invoicing/erp_app/organizer/bill_pay/accounts/payment_accounts'
-            },
-            fields:[
-            'id',
-            'description'
-            ]
-          }),
-          forceSelection:true,
-          editable:false,
-          fieldLabel:'Payment Account',
-          autoSelect:true,
-          typeAhead: true,
-          mode: 'remote',
-          displayField:'description',
-          valueField:'id',
-          triggerAction: 'all',
-          allowBlank:false
-        }
-        ]
-      }),
-      buttons: [{
-        text:'Submit',
-        listeners:{
-          'click':function(button){
-            var win = Ext.getCmp('billpay_makepayment_window');
-            var formPanel = Ext.getCmp('billpay_makepayment_form');
-            //formPanel.findById('credit_card_amount_hidden').setValue(formPanel.findById('credit_card_amount').getValue().replace("$","").replace(",",""));
-            //if(win.validateCreditCardInfo(formPanel.getForm())){
-              formPanel.getForm().submit({
-                method:config['method'] || 'POST',
-                waitMsg:'Processing Credit Card...',
-                success:function(form, action){
-                  var response =  Ext.decode(action.response.responseText);
-                  //win.fireEvent('charge_response', win, response);
-                  if (response.success == true){ win.destroy(); }
-                  Ext.Msg.alert('Success','Payment Successful');
-                },
-                failure:function(form, action){
-                  if(action.response != null){
-                    var response =  Ext.decode(action.response.responseText);
-                    //win.fireEvent('charge_failure', win, response);
-                    Ext.Msg.alert('Error','Payment Failed');
-                  }
-                  else
-                  {
-                    Ext.Msg.alert("Error", 'Error Processing Credit Card');
-                  }
-                }
-              });
-            //}
-          }
-        }
-      },
-      {
-        text: 'Cancel',
-        listeners:{
-          'click':function(button){
-            var win = button.findParentByType('billpay_makepaymentwindow');
-            win.destroy();
-          }
-        }
-      }]
-    }, config);
-
-    this.callParent([config]);
-  }
-
-});
-
-