erp_invoicing 3.0.0 → 3.0.1

data/app/controllers/erp_invoicing/erp_app/organizer/bill_pay/accounts_controller.rb

@@ -44,58 +44,110 @@ module ErpInvoicing
             render :json => transactions
           end
 
+          def make_payment_on_account
+            #get configuration
+
+            @message = nil
+
+            #get subscription selection if it is there
+            @subscription_selection = get_subscription_selection if params[:subscription_selection]
+
+            #get convenience_fee if it is there
+            @convenience_fee = get_convenience_fee if params[:convenience_fee]
+
+            #get additional payments
+            #@aditional_payments = get_additional_payments
+
+            @billing_account_payment_amts = get_billing_account_amounts
+            Rails.logger.debug("##### Billing Acct Payments: #{@billing_account_payment_amts}")
+            @payment_account_root = BizTxnAcctRoot.find(params[:payment_account_id])
+            @payment_account = @payment_account_root.account
+            @payment_date = params[:payment_date]
+            @total_payment = params[:total_payment]
+
+            money = Money.create(
+              :amount => @total_payment.to_f,
+              :description => "Online Payment",
+              :currency => Currency.usd
+            )
+            financial_txn = FinancialTxn.create(
+              :apply_date => Date.strptime(@payment_date,"%m/%d/%Y"),
+              :money => money
+            )
+            financial_txn.description = "Online Payment"
+            financial_txn.account = @payment_account_root
+            financial_txn.save
+
+            @billing_account_payment_amts.each do |hash|
+              amount = hash[:amount].to_f rescue 0
+              if amount > 0
+                comment = (params[:short_payment_comment] and hash[:short_payment]) ? params[:short_payment_comment] : nil
+                PaymentApplication.create(
+                  :financial_txn => financial_txn,
+                  :payment_applied_to => hash[:billing_account],
+                  :money => Money.create(:amount => hash[:amount].to_f),
+                  :comment => comment
+                )
+              end
+            end
+
+            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, params[:cvv], 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 @message.nil?
+              render :json => {:success => true, :message => "Payment Successful!" }
+            else 
+              render :json => {:success => false, :message => @message }
+            end
+          end
+
           def payment_accounts
-            payment_accounts = {:payment_accounts => [
-                {
-                  :id => 1,
-                  :description => 'My Bank Account',
-                  :account_type => 'Bank Account',
-                  :routing_number => '0123456',
-                  :account_number => '9999321',
-                  :edit_action => :edit_back_account
-                },
-                {
-                  :id => 2,
-                  :description => 'American Express',
-                  :account_type => 'Credit Card',
-                  :card_number => '1111222233334444',
-                  :security_code => '123',
-                  :exp_year => '9',
-                  :exp_month => '2012',
-                  :name_on_card => 'John Doe',
-                  :edit_action => :edit_credit_card_account
+            party = Party.find(params[:party_id])
+
+            results = party.accounts.map do |acct|
+              if acct.biz_txn_acct_type == "CreditCardAccount" || acct.biz_txn_acct_type == 'BankAccount'
+                { :id => acct.id,
+                  :description => acct.description,
+                  :account_type => acct.biz_txn_acct_type
                 }
-              ]}
+              end
+            end
+
+            results.reject!{|x| x.nil?}
 
-            render :json => payment_accounts
+            render :json => results
           end
 
           def generate_statement
-            @statement = {
-              :statement_date => '10/31/2011',
-              :transactions => [
-                {
-                  :date => '10/10/2011',
-                  :description => 'Monthly Billing Amount',
-                  :amount => help.number_to_currency(50.00)
-                },
-                {
-                  :date => '10/15/2011',
-                  :description => 'Payment Recieved',
-                  :amount => help.number_to_currency(-50.00)
-                }
-              ]
-            }
-            @title = "10/31/2011 Statement"
-            @body_options = {:file => File.join(Widgets::BillPay::Base.views_location,'_statement_table.html.erb'), :locals => {:transactions => @statement[:transactions]}}
-            html = render_to_string(
-              :file => File.join(Widgets::BillPay::Base.views_location,'pdf','layout.pdf.erb'),
-              :layout => false
-            )
 
-            kit = PDFKit.new(html)
-            send_data(kit.to_pdf, :filename => "Statement.pdf", :type => "application/pdf")
-            return
+          end
+          def get_billing_account_amounts
+            billing_account_payment_amts = []
+            billing_account = BillingAccount.find(params["billing_account_id"])
+            amount = params[:total_payment]
+            billing_account_payment_amts << {:billing_account => billing_account, :amount => amount, :short_payment => (amount.to_f < billing_account.balance)}
+
+            billing_account_payment_amts
           end
 
         end
@@ -104,5 +156,5 @@ module ErpInvoicing
   end#ErpApp
 end#ErpInvoicing
 
-  
+
 

data/app/controllers/erp_invoicing/erp_app/organizer/bill_pay/base_controller.rb

@@ -7,7 +7,7 @@ module ErpInvoicing
           def menu
             menu = []
 
-            menu << {:text => 'Bill Pay', :leaf => true, :iconCls => 'icon-credit_cards', :applicationCardId => "billpay_layout"}
+            menu << {:text => 'Bill Pay', :leaf => true, :iconCls => 'icon-creditcards', :applicationCardId => "billpay-application"}
 
             render :json => menu
           end

data/app/controllers/erp_invoicing/erp_app/shared/billing_accounts_controller.rb

@@ -0,0 +1,111 @@
+module ErpInvoicing
+  module ErpApp
+    module Shared
+      class BillingAccountsController < ::ErpApp::Desktop::BaseController
+        @@date_format = "%m/%d/%Y"
+
+        def index
+          render :json => if request.put?
+            update_billing_account
+          elsif request.post?
+            create_billing_account
+          elsif request.get?
+            get_billing_accounts
+          elsif request.delete?
+            delete_billing_account
+          end
+        end
+
+        def get_billing_accounts
+          result = {:success => true, :billing_accounts => [], :totalCount => 0}
+
+          sort_hash      = params[:sort].blank? ? {} : Hash.symbolize_keys(JSON.parse(params[:sort]).first)
+          sort           = sort_hash[:sort] || 'created_at'
+          dir            = sort_hash[:dir] || 'DESC'
+          limit          = params[:limit] || 50
+          start          = params[:start] || 0
+          party_id       = params[:party_id] || nil
+
+          billing_accounts = (party_id.blank? ? BillingAccount.scoped.includes(:financial_txn_account) : BillingAccount.scoped.includes(:financial_txn_account => {:biz_txn_acct_root => :biz_txn_acct_party_roles}))
+          billing_accounts = billing_accounts.where(:financial_txn_accounts => {:account_number => params[:account_number]}) unless params[:account_number].blank?
+          billing_accounts = billing_accounts.where(:financial_txn_accounts => {:biz_txn_acct_roots => {:biz_txn_acct_party_roles => {:party_id => party_id }}}) unless party_id.blank?
+          billing_accounts = billing_accounts.order("financial_txn_accounts.#{sort} #{dir}").limit(limit).offset(start)
+          result[:totalCount] = billing_accounts.count
+
+          result.tap do |result_tap|
+            result_tap[:billing_accounts] = billing_accounts.all.collect do |billing_account|
+              billing_account.to_hash(:only => [], :methods => [:id,:send_paper_bills,:payable_online,:account_number,:calculate_balance,:payment_due,:balance,:balance_date,:due_date])
+            end#end billing_accounts collect
+            result_tap[:totalCount] = BillingAccount.count(:all)
+          end#end result tap
+        end
+
+        def create_billing_account
+          if params[:billingAccount]
+            data = params[:billingAccount]
+          else
+            data = params
+            data[:due_date] = Date.strptime(params[:due_date], @@date_format)
+            data[:balance_date] = Date.strptime(params[:balance_date], @@date_format)
+          end
+
+          billing_account = BillingAccount.new
+          billing_account.account_number = data[:account_number]
+          billing_account.calculate_balance = data[:calculate_balance]
+          billing_account.payment_due = data[:payment_due]
+          billing_account.balance = data[:balance]
+          billing_account.due_date = data[:due_date]
+          billing_account.balance_date = data[:balance_date]
+          billing_account.payable_online = data[:payable_online]
+          billing_account.send_paper_bills = data[:send_paper_bills]
+
+          if params[:party_id]
+            party = Party.find(params[:party_id])
+            primary_role_type = BizTxnAcctPtyRtype.find_by_internal_identifier('primary')
+            billing_account.add_party_with_role(party, primary_role_type)
+          end
+
+          if billing_account.save
+            {:success => true, :billing_accounts => billing_account.to_hash(:only => [], :methods => [:id,:send_paper_bills,:payable_online,:account_number,:calculate_balance,:payment_due,:balance,:balance_date,:due_date])}
+          else
+            {:success => false}
+          end
+        end
+
+        def update_billing_account
+          if params[:billingAccount]
+            data = params[:billingAccount]
+          else
+            data = params
+            data[:due_date] = Date.strptime(params[:due_date], @@date_format)
+            data[:balance_date] = Date.strptime(params[:balance_date], @@date_format)
+          end
+
+          billing_account = BillingAccount.find(data[:id])
+            
+          billing_account.account_number = data[:account_number]
+          billing_account.calculate_balance = data[:calculate_balance]
+          billing_account.due_date = data[:due_date]
+          billing_account.balance_date = data[:balance_date]
+          billing_account.payable_online = data[:payable_online]
+          billing_account.send_paper_bills = data[:send_paper_bills]
+          billing_account.payment_due = data[:payment_due]
+          billing_account.balance = data[:balance]
+
+          if billing_account.save
+            {:success => true, :billing_accounts => billing_account.to_hash(:only => [], :methods => [:id,:send_paper_bills,:payable_online,:account_number,:calculate_balance,:payment_due,:balance,:balance_date,:due_date])}
+          else
+            {:success => false}
+          end
+        end
+
+        def delete_billing_account
+          BillingAccount.find(params[:id]).destroy
+
+          {:success => true}
+        end
+
+      end#BillingAccountsController
+    end#Shared
+  end#ErpApp
+end#ErpInvoicing

data/app/controllers/erp_invoicing/erp_app/shared/files_controller.rb

@@ -0,0 +1,52 @@
+module ErpInvoicing
+  module ErpApp
+    module Shared
+      class FilesController < ::ErpApp::Desktop::FileManager::BaseController
+        before_filter :set_invoice
+
+        def base_path
+          @base_path = File.join(@file_support.root, Rails.application.config.erp_tech_svcs.file_assets_location, 'documents', @invoice.invoice_number)
+        end
+
+        def upload_file
+          clear_files
+
+          result = {}
+          upload_path = request.env['HTTP_EXTRAPOSTDATA_DIRECTORY'].blank? ? params[:directory] : request.env['HTTP_EXTRAPOSTDATA_DIRECTORY']
+          name = request.env['HTTP_X_FILE_NAME'].blank? ? params[:file_data].original_filename : request.env['HTTP_X_FILE_NAME']
+          data = request.env['HTTP_X_FILE_NAME'].blank? ? params[:file_data] : request.raw_post
+
+          begin
+            @invoice.add_file(data, File.join(base_path, name))
+            result = {:success => true}
+          rescue Exception=>ex
+            logger.error ex.message
+            logger.error ex.backtrace.join("\n")
+            result = {:success => false, :error => "Error uploading file."}
+          end
+
+          #the awesome uploader widget whats this to mime type text, leave it render :inline
+          render :inline => result.to_json
+        end
+
+        def set_invoice
+          @invoice = Invoice.find(params[:invoice_id])
+        end
+
+        def set_file_support
+          @file_support = ErpTechSvcs::FileSupport::Base.new(:storage => Rails.application.config.erp_tech_svcs.file_storage)
+        end
+
+        private
+
+        def clear_files
+          @invoice.files.each do |file|
+            result, message, is_folder = @file_support.delete_file(File.join(@file_support.root,file.directory,file.name))
+            file.destroy
+          end
+        end
+
+      end#FilesController
+    end#Shared
+  end#ErpApp
+end#ErpInvoicing

data/app/controllers/erp_invoicing/erp_app/shared/invoices_controller.rb

@@ -0,0 +1,208 @@
+module ErpInvoicing
+  module ErpApp
+    module Shared
+      class InvoicesController < ::ErpApp::Desktop::BaseController
+
+        def parties
+          render :json => {
+            :parties => Party.all.collect{|party|
+              {:id => party.id, :description => party.description}
+            }
+          }
+        end
+
+        def sms_notification
+          invoice = Invoice.find(params[:id])
+          if invoice.billing_account.send_sms_notification
+            render :json => {:success => true}
+          else
+            render :json => {:success => false}
+          end
+        end
+
+        def billing_accounts
+          render :json => {
+            :billing_accounts => BillingAccount.all.collect{|billing_account|
+              {:id => billing_account.id, :account_number => billing_account.account_number}
+            }
+          }
+        end
+
+        def email_invoice
+          invoice = Invoice.find(params[:id])
+          DocumentMailer.email_document(params[:to_email], invoice.document).deliver
+
+          render :json => {:success => true}
+        end
+
+        def print_invoice
+          invoice = Invoice.find(params[:id])
+          send_data(File.read(invoice.files.first.data.path), {type: 'application/pdf', disposition: 'inline'})
+        end
+
+        def invoices
+          render :json => if request.put?
+            #update_invoice #not implemented yet
+          elsif request.get?
+            get_invoices
+          elsif request.delete?
+            delete_invoice
+          end
+        end
+
+        def get_invoices
+          result = {:success => true, :invoices => [], :totalCount => 0}
+
+          sort_hash      = params[:sort].blank? ? {} : Hash.symbolize_keys(JSON.parse(params[:sort]).first)
+          sort           = sort_hash[:sort] || 'created_at'
+          dir            = sort_hash[:dir] || 'DESC'
+          limit          = params[:limit] || 50
+          start          = params[:start] || 0
+
+          invoices = Invoice.scoped
+          invoices = invoices.where('invoice_number = ?', params[:invoice_number]) unless params[:invoice_number].blank?
+          invoices = invoices.where('billing_account_id = ?', params[:billing_account_id]) unless params[:billing_account_id].blank?
+          invoices = invoices.order("#{sort} #{dir}").limit(limit).offset(start)
+          result[:totalCount] = invoices.count
+
+
+          invoices.all.each do |invoice|
+            result[:invoices] << {
+              :id => invoice.id,
+              :invoice_number => invoice.invoice_number,
+              :description => invoice.description,
+              :message => invoice.message,
+              :invoice_date => invoice.invoice_date,
+              :due_date => invoice.due_date,
+              :billing_account => invoice.billing_account.account_number,
+              :payment_due => invoice.payment_due
+              #:billed_to_party => (invoice.find_parties_by_role_type('billed_to').first.description rescue ''),
+              #:billed_from_party => (invoice.find_parties_by_role_type('billed_from').first.description rescue '')
+            }
+          end
+
+          result
+        end
+
+        def create_invoice
+          invoice_date = Date.strptime(params[:invoice_date],"%m/%d/%Y")
+          due_date = Date.strptime(params[:due_date],"%m/%d/%Y")
+
+          invoice = Invoice.new(
+            :invoice_number => params[:invoice_number],
+            :invoice_date => invoice_date,
+            :due_date => due_date,
+            :message => params[:message],
+            :description => params[:description]
+          )
+
+          if invoice.save
+            billing_account = BillingAccount.find(params[:billing_account_id])
+            billing_account.invoices << invoice
+            billing_account.save
+
+            render :json => {:success => true}
+          else
+
+            render :json => {:success => false}
+          end
+        end
+
+        def delete_invoice
+          Invoice.find(params[:id]).destroy
+
+          {:success => true}
+        end
+
+        def invoice_items
+          render :json => if request.post?
+            create_invoice_item
+          elsif request.put?
+            update_invoice_item
+          elsif request.get?
+            get_invoice_items
+          elsif request.delete?
+            delete_invoice_item
+          end
+        end
+
+        def create_invoice_item
+          data = params[:data]
+          invoice = Invoice.find(params[:invoice_id])
+          invoice_item = InvoiceItem.create(:amount => data[:amount].to_f, :quantity => data[:quantity], :item_description => data[:item_description])
+          invoice.items << invoice_item
+
+          {:success => true,
+            :invoice_items => {
+              :item_description => invoice_item.item_description,
+              :quantity => invoice_item.quantity,
+              :amount => invoice_item.amount,
+              :id => invoice_item.id,
+              :created_at => invoice_item.created_at
+            }
+          }
+        end
+
+        def update_invoice_item
+          data = params[:data]
+          invoice_item = InvoiceItem.find(data[:id])
+          invoice_item.amount = data[:amount].to_f
+          invoice_item.quantity = data[:quantity]
+          invoice_item.item_description = data[:item_description]
+          invoice_item.save
+
+          {:success => true,
+            :invoice_items => {
+              :item_description => invoice_item.item_description,
+              :quantity => invoice_item.quantity,
+              :amount => invoice_item.amount,
+              :id => invoice_item.id,
+              :created_at => invoice_item.created_at
+            }
+          }
+        end
+      
+        def get_invoice_items
+          result = {:success => true, :invoice_items => [], :totalCount => 0}
+
+          invoice = Invoice.find(params[:invoice_id])
+          result[:totalCount] = invoice.items.count
+          invoice.items.each do |item|
+            result[:invoice_items] << {
+              :item_description => item.item_description,
+              :quantity => item.quantity,
+              :amount => item.amount,
+              :id => item.id,
+              :created_at => item.created_at
+            }
+          end
+          result
+        end
+
+        def delete_invoice_item
+          InvoiceItem.find(params[:id]).destroy
+
+          {:success => true}
+        end
+
+        def invoice_payments
+          result = {:success => true, :payments => [], :totalCount => 0}
+
+          invoice = Invoice.find(params[:invoice_id])
+
+          invoice.payment_applications.each do |item|
+            result[:payments] << {
+              :payment_date => item.financial_txn.apply_date,
+              :post_date => item.financial_txn.captured_payment.created_at,
+              :payment_account => item.financial_txn.account.description,
+              :amount => item.financial_txn.money.amount
+            }
+          end
+
+          render :json => result
+        end
+
+      end#InvoicesController
+    end#Shared
+  end#ErpApp
+end#ErpInvoicing