erp_txns_and_accts 4.0.0 → 4.2.0
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.
- checksums.yaml +4 -4
- data/app/controllers/api/v1/biz_txn_acct_roots_controller.rb +124 -0
- data/app/controllers/api/v1/biz_txn_acct_types_controller.rb +130 -0
- data/app/controllers/api/v1/biz_txn_events_controller.rb +53 -0
- data/app/controllers/api/v1/biz_txn_types_controller.rb +131 -0
- data/app/controllers/api/v1/financial_txns_controller.rb +53 -0
- data/app/models/biz_txn_acct_pty_rtype.rb +1 -0
- data/app/models/biz_txn_acct_root.rb +130 -6
- data/app/models/biz_txn_acct_type.rb +2 -0
- data/app/models/biz_txn_event.rb +229 -49
- data/app/models/biz_txn_party_role_type.rb +6 -0
- data/app/models/biz_txn_type.rb +23 -0
- data/app/models/extensions/party.rb +4 -2
- data/app/models/financial_txn.rb +108 -19
- data/config/routes.rb +13 -0
- data/db/data_migrations/20151216210147_add_default_gl_accounts.rb +33 -0
- data/db/migrate/20080805000030_base_txns_and_accts.rb +129 -127
- data/db/migrate/20151216202856_add_nested_set_to_biz_txn_acct_roots.rb +31 -0
- data/db/migrate/20151231185337_add_billable_to_finanical_txn.rb +13 -0
- data/db/migrate/20160310163051_add_created_by_updated_by_to_erp_txns_and_accts.rb +35 -0
- data/db/migrate/20160628145626_upgrade_biz_txn_events_entered_date_data_type.rb +21 -0
- data/lib/erp_txns_and_accts/extensions/active_record/acts_as_biz_txn_event.rb +29 -15
- data/lib/erp_txns_and_accts/version.rb +1 -1
- metadata +17 -10
- data/db/data_migrations/20101014142230_financial_txn_types.rb +0 -15
- data/db/migrate/20130408195119_add_biz_txn_acct_type_id_to_biz_txn_acct_root.rb +0 -5
- data/db/migrate/20140523095709_add_custom_fields_to_biz_txn_events.rb +0 -10
data/app/models/biz_txn_type.rb
CHANGED
@@ -34,4 +34,27 @@ class BizTxnType < ActiveRecord::Base
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return nil
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end
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# finds all child for given types.
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#
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# @param biz_txn_types [Array] BizTxnType internal identifiers or records
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# @returns [Array] BizTxnTypes types based and any of their children in a flat array
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def self.find_child_types(biz_txn_types)
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all_biz_txn_types = []
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biz_txn_types.each do |biz_txn_type|
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if biz_txn_type.is_a?(String)
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biz_txn_type = BizTxnType.iid(biz_txn_type)
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end
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all_biz_txn_types.concat biz_txn_type.self_and_descendants
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end
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all_biz_txn_types.flatten
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end
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def to_data_hash
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to_hash(:only => [:id, :description, :internal_identifier, :created_at, :updated_at])
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end
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end
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@@ -1,7 +1,9 @@
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Party.class_eval do
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has_many :biz_txn_acct_party_roles
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has_many :biz_txn_acct_roots, :through => :biz_txn_acct_party_roles
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has_many :biz_txn_acct_party_roles, dependent: :destroy
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has_many :biz_txn_acct_roots, :through => :biz_txn_acct_party_roles
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has_many :biz_txn_party_roles, dependent: :destroy
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# has_many :entity_content_assignments, :as => :da_assignment
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# has_many :credit_cards, :class_name => "CreditCard", :foreign_key => "cardholder_id"
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data/app/models/financial_txn.rb
CHANGED
@@ -1,34 +1,123 @@
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#### Table Definition ###########################
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# create_table :financial_txns do |t|
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# t.integer :money_id
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# t.date :apply_date
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#
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# t.timestamps
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# end
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#################################################
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class FinancialTxn < ActiveRecord::Base
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attr_protected :created_at, :updated_at
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acts_as_biz_txn_event
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can_be_generated
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belongs_to :money, :dependent => :destroy
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has_many :payments
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class << self
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# Filter records
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#
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# @param filters [Hash] a hash of filters to be applied,
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# @param statement [ActiveRecord::Relation] the query being built
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# @return [ActiveRecord::Relation] the query being built
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def apply_filters(filters, statement=nil)
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unless statement
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statement = FinancialTxn
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end
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-
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has_payments? and self.payments.last.current_state == 'pending'
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end
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statement = statement.joins(:biz_txn_event)
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-
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self.is_scheduled? || self.has_pending_payment?
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end
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biz_txn_event_tbl = BizTxnEvent.arel_table
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-
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# filter by query which will filter on description
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if filters[:query]
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statement = statement.where('biz_txn_events.description like ?', "%#{filters[:query].strip}%")
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end
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# filter by WorkEffortType
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unless filters[:biz_txn_type_iids].blank?
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statement = statement.where(biz_txn_events: {biz_txn_type_id: BizTxnType.where(internal_identifier: filters[:biz_txn_type_iids])})
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end
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# filter by start_at
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unless filters[:start_date].blank?
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statement = statement.where(biz_txn_event_tbl[:entered_date].gteq(Time.parse(filters[:start_date])))
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end
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# filter by end_at
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unless filters[:end_date].blank?
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statement = statement.where(biz_txn_event_tbl[:entered_date].lteq(Time.parse(filters[:end_date])))
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end
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unless filters[:parties].blank?
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data = JSON.parse(filters[:parties])
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statement = statement.scope_by_party(data['party_ids'].split(','), {role_types: data['role_types']})
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end
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statement
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end
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#
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# scoping helpers
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#
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# scope by dba organization
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#
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# @param dba_organization [Party] dba organization to scope by
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#
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# @return [ActiveRecord::Relation]
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def scope_by_dba_organization(dba_organization)
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dba_org_role_type = BizTxnPartyRoleType.find_or_create('dba_org', 'DBA Organization')
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joins(:biz_txn_event)
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.joins("inner join biz_txn_party_roles on biz_txn_party_roles.biz_txn_event_id = biz_txn_events.id")
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.where('biz_txn_party_roles.party_id' => dba_organization)
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.where('biz_txn_party_roles.biz_txn_party_role_type_id' => dba_org_role_type)
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end
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alias scope_by_dba scope_by_dba_organization
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# scope by party
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#
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# @param party [Integer | Party | Array] either a id of Party record, a Party record, an array of Party records
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# or an array of Party ids
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# @param options [Hash] options to apply to this scope
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# @option options [String | Array] :role_types BizTxnPartyRoleType internal identifiers to include in the scope,
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# comma separated or an Array
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#
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# @return [ActiveRecord::Relation]
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def scope_by_party(party, options={})
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statement = joins(:biz_txn_event)
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.joins("inner join biz_txn_party_roles on biz_txn_party_roles.biz_txn_event_id = biz_txn_events.id")
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.where("biz_txn_party_roles.party_id" => party).uniq
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if options[:role_types]
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role_types = options[:role_types]
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unless role_types.is_a? Array
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role_types = role_types.split(',')
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end
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statement = statement.joins("inner join biz_txn_party_role_types
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on biz_txn_party_role_types.id = biz_txn_party_roles.biz_txn_party_role_type_id")
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.where(biz_txn_party_role_types: {internal_identifier: role_types})
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end
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statement
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end
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def has_payments?
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!self.payments.empty?
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end
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# converts this record a hash data representation
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#
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# @return [Hash]
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def to_data_hash
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data = to_hash(only: [:id, :description, :apply_date])
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data[:amount] = self.money.nil? ? 0 : self.money.amount
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data
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end
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end
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data/config/routes.rb
CHANGED
@@ -1,2 +1,15 @@
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Rails.application.routes.draw do
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namespace :api do
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namespace :v1 do
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resources :biz_txn_types, defaults: { :format => 'json' }
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resources :biz_txn_events, defaults: { :format => 'json' }
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resources :biz_txn_acct_roots, defaults: { :format => 'json' }
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resources :biz_txn_acct_types, defaults: { :format => 'json' }
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resources :financial_txns, defaults: { :format => 'json' }
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end
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end
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end
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ErpTxnsAndAccts::Engine.routes.draw do
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end
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@@ -0,0 +1,33 @@
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class AddDefaultGlAccounts
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def self.up
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gl_account_type = BizTxnAcctType.find_or_create('gl_account', 'GL Account')
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expense = BizTxnAcctRoot.create(description: 'Expense',
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internal_identifier: 'expense',
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external_identifier: 'expense',
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biz_txn_acct_type: gl_account_type)
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revenue = BizTxnAcctRoot.create(description: 'Revenue',
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internal_identifier: 'revenue',
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external_identifier: 'revenue',
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biz_txn_acct_type: gl_account_type)
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# add BizTxnAcctPtyRoles for DBA Organization
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if User.find_by_username('admin')
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dba_organization = User.find_by_username('admin').party.dba_organization
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BizTxnAcctPartyRole.create(biz_txn_acct_root: expense,
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party: dba_organization,
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biz_txn_acct_pty_rtype: BizTxnAcctPtyRtype.find_or_create('dba_org', 'DBA Organization'))
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BizTxnAcctPartyRole.create(biz_txn_acct_root: revenue,
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party: dba_organization,
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biz_txn_acct_pty_rtype: BizTxnAcctPtyRtype.find_or_create('dba_org', 'DBA Organization'))
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end
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end
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def self.down
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end
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end
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@@ -3,18 +3,18 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_events)
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create_table :biz_txn_events do |t|
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t.column :description, :string
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t.column :biz_txn_acct_root_id, :integer
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t.column :biz_txn_type_id, :integer
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t.column :entered_date, :date
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t.column :post_date, :date
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t.column :biz_txn_record_id, :integer
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t.column :biz_txn_record_type, :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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add_index :biz_txn_events, :biz_txn_acct_root_id
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add_index :biz_txn_events, :biz_txn_type_id
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add_index :biz_txn_events, [:biz_txn_record_id, :biz_txn_record_type], :name => "btai_1"
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@@ -22,13 +22,13 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_event_descs)
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create_table :biz_txn_event_descs do |t|
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t.column :biz_txn_event_id, :integer
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t.column :language_id, :integer
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t.column :locale_id, :integer
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t.column :priority, :integer
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t.column :sequence, :integer
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t.column :short_description, :string
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t.column :long_description, :string
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t.timestamps
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end
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@@ -39,16 +39,16 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_types)
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create_table :biz_txn_types do |t|
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t.column
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t.column
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t.column
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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
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t.column
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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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@@ -58,12 +58,12 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_relationships)
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create_table :biz_txn_relationships do |t|
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t.column :biz_txn_rel_type_id, :integer
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t.column :description,
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t.column :txn_event_id_from,
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t.column :txn_event_id_to,
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t.column :status_type_id,
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t.column :from_date,
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t.column :thru_date,
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t.column :description, :string
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t.column :txn_event_id_from, :integer
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t.column :txn_event_id_to, :integer
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t.column :status_type_id, :integer
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t.column :from_date, :date
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t.column :thru_date, :date
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t.timestamps
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end
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@@ -73,15 +73,15 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_rel_types)
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create_table :biz_txn_rel_types do |t|
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t.column
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t.column :parent_id, :integer
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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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@@ -90,27 +90,27 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_statuses)
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create_table :biz_txn_statuses do |t|
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t.column :comments, :string
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end
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end
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unless table_exists?(:biz_txn_tasks)
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create_table :biz_txn_tasks do |t|
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end
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end
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unless table_exists?(:biz_txn_task_types)
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create_table :biz_txn_task_types do |t|
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t.column :comments, :string
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end
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@@ -119,9 +119,9 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_party_roles)
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create_table :biz_txn_party_roles do |t|
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t.column :biz_txn_event_id, :integer
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t.column :party_id, :integer
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t.column :biz_txn_party_role_type_id, :integer
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t.timestamps
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end
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@@ -132,13 +132,13 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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create_table :biz_txn_party_role_types do |t|
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t.column :parent_id, :integer
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t.column :rgt, :integer
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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.timestamps
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end
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@@ -147,17 +147,19 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_acct_roots)
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create_table :biz_txn_acct_roots do |t|
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t.column :description, :string
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t.column :status, :integer
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t.column :biz_txn_acct_id, :integer
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t.column :biz_txn_acct_type, :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.column :type, :string
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t.references :biz_txn_acct_type
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t.timestamps
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end
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add_index :biz_txn_acct_roots, [:biz_txn_acct_id, :biz_txn_acct_type], :name => "btai_2"
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add_index :biz_txn_acct_roots, :biz_txn_acct_type_id, :name => "btai_3"
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end
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unless table_exists?(:biz_txn_acct_status_types)
|
@@ -165,18 +167,18 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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t.timestamps
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end
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end
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+
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unless table_exists?(:biz_txn_acct_types)
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create_table :biz_txn_acct_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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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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@@ -191,15 +193,15 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_acct_rel_types)
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create_table :biz_txn_acct_rel_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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+
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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@@ -208,13 +210,13 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_acct_relationships)
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create_table :biz_txn_acct_relationships do |t|
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-
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+
t.column :biz_txn_acct_rel_type_id, :integer
|
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+
t.column :description, :string
|
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+
t.column :biz_txn_acct_root_id_from, :integer
|
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+
t.column :biz_txn_acct_root_id_to, :integer
|
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+
t.column :status_type_id, :integer
|
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|
+
t.column :from_date, :date
|
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+
t.column :thru_date, :date
|
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t.timestamps
|
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end
|
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@@ -225,11 +227,11 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
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unless table_exists?(:biz_txn_acct_party_roles)
|
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create_table :biz_txn_acct_party_roles do |t|
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-
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-
t.column
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-
t.column
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-
t.column
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+
t.column :description, :string
|
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+
t.column :biz_txn_acct_root_id, :integer
|
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+
t.column :party_id, :integer
|
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+
t.column :biz_txn_acct_pty_rtype_id, :integer
|
234
|
+
t.column :is_default_billing_acct_flag, :integer
|
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|
t.timestamps
|
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end
|
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|
@@ -240,15 +242,15 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
|
|
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|
|
241
243
|
unless table_exists?(:biz_txn_acct_pty_rtypes)
|
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244
|
create_table :biz_txn_acct_pty_rtypes do |t|
|
243
|
-
t.column
|
244
|
-
t.column
|
245
|
-
t.column
|
245
|
+
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
|
247
|
-
t.column
|
248
|
-
t.column
|
249
|
-
|
250
|
-
|
251
|
-
|
249
|
+
t.column :description, :string
|
250
|
+
t.column :comments, :string
|
251
|
+
t.column :internal_identifier, :string
|
252
|
+
t.column :external_identifier, :string
|
253
|
+
t.column :external_id_source, :string
|
252
254
|
t.timestamps
|
253
255
|
end
|
254
256
|
|
@@ -257,12 +259,12 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
|
|
257
259
|
|
258
260
|
unless table_exists?(:biz_acct_txn_tasks)
|
259
261
|
create_table :biz_acct_txn_tasks do |t|
|
260
|
-
|
261
|
-
|
262
|
-
|
263
|
-
|
264
|
-
|
265
|
-
|
262
|
+
t.column :biz_txn_task_id, :integer
|
263
|
+
t.column :biz_txn_account_id, :integer
|
264
|
+
t.column :description, :string
|
265
|
+
t.column :comments, :string
|
266
|
+
t.column :entered_date, :datetime
|
267
|
+
t.column :requested_date, :datetime
|
266
268
|
t.timestamps
|
267
269
|
end
|
268
270
|
|
@@ -272,13 +274,13 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
|
|
272
274
|
|
273
275
|
unless table_exists?(:biz_txn_agreement_role_types)
|
274
276
|
create_table :biz_txn_agreement_role_types do |t|
|
275
|
-
t.column
|
276
|
-
t.column
|
277
|
-
t.column
|
277
|
+
t.column :parent_id, :integer
|
278
|
+
t.column :lft, :integer
|
279
|
+
t.column :rgt, :integer
|
278
280
|
#custom columns go here
|
279
|
-
t.column
|
280
|
-
t.column
|
281
|
-
t.column
|
281
|
+
t.column :description, :string
|
282
|
+
t.column :comments, :string
|
283
|
+
t.column :internal_identifier, :string
|
282
284
|
t.timestamps
|
283
285
|
end
|
284
286
|
|
@@ -287,9 +289,9 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
|
|
287
289
|
|
288
290
|
unless table_exists?(:biz_txn_agreement_roles)
|
289
291
|
create_table :biz_txn_agreement_roles do |t|
|
290
|
-
t.references
|
291
|
-
t.column
|
292
|
-
t.column
|
292
|
+
t.references :biz_txn_event, :polymorphic => true
|
293
|
+
t.column :agreement_id, :integer
|
294
|
+
t.column :biz_txn_agreement_role_type_id, :integer
|
293
295
|
t.timestamps
|
294
296
|
end
|
295
297
|
|
@@ -300,7 +302,7 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
|
|
300
302
|
unless table_exists?(:financial_txns)
|
301
303
|
create_table :financial_txns do |t|
|
302
304
|
t.integer :money_id
|
303
|
-
t.date
|
305
|
+
t.date :apply_date
|
304
306
|
|
305
307
|
t.timestamps
|
306
308
|
end
|
@@ -317,13 +319,13 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
|
|
317
319
|
|
318
320
|
unless table_exists?(:financial_txn_accounts)
|
319
321
|
create_table :financial_txn_accounts do |t|
|
320
|
-
t.column :account_number,
|
321
|
-
t.column :agreement_id,
|
322
|
-
t.column :balance_id,
|
323
|
-
t.column :balance_date,
|
322
|
+
t.column :account_number, :string
|
323
|
+
t.column :agreement_id, :integer
|
324
|
+
t.column :balance_id, :integer
|
325
|
+
t.column :balance_date, :date
|
324
326
|
t.column :calculate_balance, :boolean
|
325
|
-
t.column :payment_due_id,
|
326
|
-
t.column :due_date,
|
327
|
+
t.column :payment_due_id, :integer
|
328
|
+
t.column :due_date, :date
|
327
329
|
|
328
330
|
#polymorphic tables
|
329
331
|
t.references :financial_account, :polymorphic => true
|
@@ -334,10 +336,10 @@ class BaseTxnsAndAccts < ActiveRecord::Migration
|
|
334
336
|
|
335
337
|
unless table_exists?(:base_txn_contexts)
|
336
338
|
create_table :base_txn_contexts do |t|
|
337
|
-
|
338
|
-
|
339
|
-
|
340
|
-
|
339
|
+
t.references :biz_txn_event
|
340
|
+
t.references :txn_context_record, :polymorphic => true
|
341
|
+
|
342
|
+
t.timestamps
|
341
343
|
end
|
342
344
|
|
343
345
|
add_index :base_txn_contexts, [:txn_context_record_id, :txn_context_record_type], :name => 'txn_context_record_idx'
|