erp_txns_and_accts 4.0.0 → 4.2.0

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Files changed (27) hide show
  1. checksums.yaml +4 -4
  2. data/app/controllers/api/v1/biz_txn_acct_roots_controller.rb +124 -0
  3. data/app/controllers/api/v1/biz_txn_acct_types_controller.rb +130 -0
  4. data/app/controllers/api/v1/biz_txn_events_controller.rb +53 -0
  5. data/app/controllers/api/v1/biz_txn_types_controller.rb +131 -0
  6. data/app/controllers/api/v1/financial_txns_controller.rb +53 -0
  7. data/app/models/biz_txn_acct_pty_rtype.rb +1 -0
  8. data/app/models/biz_txn_acct_root.rb +130 -6
  9. data/app/models/biz_txn_acct_type.rb +2 -0
  10. data/app/models/biz_txn_event.rb +229 -49
  11. data/app/models/biz_txn_party_role_type.rb +6 -0
  12. data/app/models/biz_txn_type.rb +23 -0
  13. data/app/models/extensions/party.rb +4 -2
  14. data/app/models/financial_txn.rb +108 -19
  15. data/config/routes.rb +13 -0
  16. data/db/data_migrations/20151216210147_add_default_gl_accounts.rb +33 -0
  17. data/db/migrate/20080805000030_base_txns_and_accts.rb +129 -127
  18. data/db/migrate/20151216202856_add_nested_set_to_biz_txn_acct_roots.rb +31 -0
  19. data/db/migrate/20151231185337_add_billable_to_finanical_txn.rb +13 -0
  20. data/db/migrate/20160310163051_add_created_by_updated_by_to_erp_txns_and_accts.rb +35 -0
  21. data/db/migrate/20160628145626_upgrade_biz_txn_events_entered_date_data_type.rb +21 -0
  22. data/lib/erp_txns_and_accts/extensions/active_record/acts_as_biz_txn_event.rb +29 -15
  23. data/lib/erp_txns_and_accts/version.rb +1 -1
  24. metadata +17 -10
  25. data/db/data_migrations/20101014142230_financial_txn_types.rb +0 -15
  26. data/db/migrate/20130408195119_add_biz_txn_acct_type_id_to_biz_txn_acct_root.rb +0 -5
  27. data/db/migrate/20140523095709_add_custom_fields_to_biz_txn_events.rb +0 -10
checksums.yaml CHANGED
@@ -1,7 +1,7 @@
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  SHA1:
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- metadata.gz: c39e7408089a1eb5b0de8327c9d941bf8af60b5a
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- data.tar.gz: 64f299911cbffef01cc76b4ac8598ae481ac07e2
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+ metadata.gz: ffd7bf7f798a95542011d353cc0edb33d57cd342
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+ data.tar.gz: 89145255844014ea63bf763f95b9179141b366d4
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  SHA512:
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- metadata.gz: dd4ffff84eea9b47fc44408f5ba975b42242ca67b3d50e1a48380773f5c83cc57db72bc581733dd8c8920146a9c113a7f6389fb28441bf10a77976db301702af
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- data.tar.gz: 811f80f96c6a2e4ac9546af7081e3e9a076e07576e59bb79f65f8b4dba5d3148f25d1737146442d3e37063d77d08a182539ebbc37c5525d440625d62db7ddba6
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+ metadata.gz: fbe1f69f358256a7e6e2ff1ebc1bf969f92bdc9a1493dd374488295ea91e73b09e432a1381d22a6ce285a666b8b8dc91d80643850dcad2a574626862158eb3d4
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+ data.tar.gz: 533ea3141db9f80eac766529560d0476a22c4a6f66de9fecc71968d8c260ce826fd7dcc218b61ac51549404b57a8bb1338ffb5d9c02b95cf2f76b1e74899affe
@@ -0,0 +1,124 @@
1
+ module Api
2
+ module V1
3
+ class BizTxnAcctRootsController < BaseController
4
+
5
+ def index
6
+ sort = nil
7
+ dir = nil
8
+ limit = nil
9
+ start = nil
10
+
11
+ unless params[:sort].blank?
12
+ sort_hash = params[:sort].blank? ? {} : Hash.symbolize_keys(JSON.parse(params[:sort]).first)
13
+ sort = sort_hash[:property] || 'description'
14
+ dir = sort_hash[:direction] || 'ASC'
15
+ limit = params[:limit] || 25
16
+ start = params[:start] || 0
17
+ end
18
+
19
+ query_filter = params[:query_filter].blank? ? {} : JSON.parse(params[:query_filter]).symbolize_keys
20
+
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+ # hook method to apply any scopes passed via parameters to this api
22
+ biz_txn_acct_roots = BizTxnAcctRoot.apply_filters(query_filter)
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+
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+ # scope by dba_organizations if there are no parties passed as filters
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+ dba_organizations = [current_user.party.dba_organization]
26
+ dba_organizations = dba_organizations.concat(current_user.party.dba_organization.child_dba_organizations)
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+ biz_txn_acct_roots = biz_txn_acct_roots.scope_by_dba_organization(dba_organizations)
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+
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+ respond_to do |format|
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+ format.json do
31
+
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+ if sort and dir
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+ biz_txn_acct_roots = biz_txn_acct_roots.order("#{sort} #{dir}")
34
+ end
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+
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+ total_count = biz_txn_acct_roots.count
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+
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+ if start and limit
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+ biz_txn_acct_roots = biz_txn_acct_roots.offset(start).limit(limit)
40
+ end
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+
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+ render :json => {success: true,
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+ total_count: total_count,
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+ biz_txn_acct_roots: biz_txn_acct_roots.collect { |item| item.to_data_hash }}
45
+ end
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+ format.tree do
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+ if params[:parent_id]
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+ render :json => {success: true,
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+ biz_txn_acct_roots: BizTxnAcctRoot.find(params[:parent_id]).children_to_tree_hash}
50
+ else
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+ nodes = [].tap do |nodes|
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+ biz_txn_acct_roots.roots.each do |root|
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+ nodes.push(root.to_tree_hash)
54
+ end
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+ end
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+
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+ render :json => {success: true,
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+ biz_txn_acct_roots: nodes}
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+ end
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+
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+ end
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+ format.all_representation do
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+ if params[:parent_id].present?
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+ render :json => {success: true,
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+ biz_txn_acct_roots: BizTxnAcctRoot.to_all_representation(BizTxnAcctRoot.find(params[:parent_id]))}
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+ else
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+
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+
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+ render :json => {success: true,
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+ biz_txn_acct_roots: BizTxnAcctRoot.to_all_representation(nil, [], 0, biz_txn_acct_roots.roots)}
71
+ end
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+ end
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+ end
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+ end
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+
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+ def create
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+ description = params[:description].strip
78
+ external_identifier = params[:external_identifier].strip
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+
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+ begin
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+ ActiveRecord::Base.transaction do
82
+ biz_txn_acct_root = BizTxnAcctRoot.create(description: description,
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+ internal_identifier: description.to_iid,
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+ external_identifier: external_identifier)
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+
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+ if !params[:parent].blank? and params[:parent] != 'No Parent'
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+ parent = BizTxnAcctRoot.iid(params[:parent])
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+ biz_txn_acct_root.move_to_child_of(parent)
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+ elsif !params[:default_parent].blank?
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+ parent = BizTxnAcctRoot.iid(params[:default_parent])
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+ biz_txn_acct_root.move_to_child_of(parent)
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+ end
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+
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+ if params[:biz_txn_acct_type_iid]
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+ biz_txn_acct_root.biz_txn_acct_type = BizTxnAcctType.iid(params[:biz_txn_acct_type_iid])
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+ end
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+
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+ BizTxnAcctPartyRole.create(biz_txn_acct_root: biz_txn_acct_root,
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+ party: current_user.party.dba_organization,
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+ biz_txn_acct_pty_rtype: BizTxnAcctPtyRtype.find_or_create('dba_org', 'DBA Organization'))
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+
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+ biz_txn_acct_root.created_by_party = current_user.party
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+
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+ biz_txn_acct_root.save!
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+
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+ render :json => {success: true, biz_txn_type: biz_txn_acct_root.to_data_hash}
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+ end
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+ rescue ActiveRecord::RecordInvalid => invalid
109
+ Rails.logger.error invalid.record.errors.full_messages
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+
111
+ render json: {:success => false, :message => invalid.record.errors.full_messages.join('</br>')}
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+ rescue => ex
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+ Rails.logger.error ex.message
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+ Rails.logger.error ex.backtrace.join("\n")
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+
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+ ExceptionNotifier.notify_exception(ex) if defined? ExceptionNotifier
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+
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+ render json: {:success => false, :message => "Error creating record"}
119
+ end
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+ end
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+
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+ end # BizTxnAcctRootsController
123
+ end # V1
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+ end # Api
@@ -0,0 +1,130 @@
1
+ module Api
2
+ module V1
3
+ class BizTxnAcctTypesController < BaseController
4
+
5
+ def index
6
+ if !params[:parent].blank?
7
+ parent = nil
8
+ # create parent if it doesn't exist
9
+ # if the parent param is a comma separated string then
10
+ # the parent is nested from left to right
11
+ params[:parent].split(',').each do |parent_iid|
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+ if parent
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+ parent = BizTxnAcctType.find_or_create(parent_iid, parent_iid.humanize, parent)
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+ else
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+ parent = BizTxnAcctType.find_or_create(parent_iid, parent_iid.humanize)
16
+ end
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+ end
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+
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+ respond_to do |format|
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+ format.tree do
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+ render :json => {success: true, biz_txn_acct_types: parent.children_to_tree_hash}
22
+ end
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+ format.json do
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+ render :json => {success: true, biz_txn_acct_types: BizTxnAcctType.to_all_representation(parent)}
25
+ end
26
+ end
27
+
28
+ # if ids are passed look up on the txn types with the ids passed
29
+ elsif params[:ids]
30
+ ids = params[:ids].split(',').compact
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+
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+ biz_txn_acct_types = []
33
+
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+ ids.each do |id|
35
+ # check if id is a integer if so fine by id
36
+ if id.is_integer?
37
+ biz_txn_acct_type = BizTxnAcctType.find(id)
38
+ else
39
+ biz_txn_acct_type = BizTxnAcctType.iid(id)
40
+ end
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+
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+ respond_to do |format|
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+ format.tree do
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+ data = biz_txn_acct_type.to_hash({
45
+ only: [:id, :parent_id, :internal_identifier, :description],
46
+ leaf: biz_txn_acct_type.leaf?,
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+ text: biz_txn_acct_type.to_label,
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+ children: []
49
+ })
50
+
51
+ parent = nil
52
+ biz_txn_acct_types.each do |biz_txn_acct_type_hash|
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+ if biz_txn_acct_type_hash[:id] == data[:parent_id]
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+ parent = biz_txn_acct_type_hash
55
+ end
56
+ end
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+
58
+ if parent
59
+ parent[:children].push(data)
60
+ else
61
+ biz_txn_acct_types.push(data)
62
+ end
63
+ end
64
+ format.json do
65
+ biz_txn_acct_types.push(biz_txn_acct_type.to_hash(only: [:id, :description, :internal_identifier]))
66
+ end
67
+ end
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+
69
+ end
70
+
71
+ render :json => {success: true, biz_txn_acct_types: biz_txn_acct_types}
72
+
73
+ # get all txn types
74
+ else
75
+
76
+ respond_to do |format|
77
+ format.tree do
78
+ nodes = [].tap do |nodes|
79
+ BizTxnAcctType.roots.each do |root|
80
+ nodes.push(root.to_tree_hash)
81
+ end
82
+ end
83
+
84
+ render :json => {success: true, biz_txn_acct_types: nodes}
85
+ end
86
+ format.json do
87
+ render :json => {success: true, biz_txn_acct_types: BizTxnAcctType.to_all_representation}
88
+ end
89
+ end
90
+
91
+ end
92
+
93
+ end
94
+
95
+ def create
96
+ description = params[:description].strip
97
+
98
+ begin
99
+
100
+ ActiveRecord::Base.transaction do
101
+ biz_txn_acct_type = BizTxnAcctType.create(description: description, internal_identifier: description.to_iid)
102
+
103
+ if !params[:parent].blank? and params[:parent] != 'No Parent'
104
+ parent = BizTxnAcctType.iid(params[:parent])
105
+ biz_txn_acct_type.move_to_child_of(parent)
106
+ elsif !params[:default_parent].blank?
107
+ parent = BizTxnAcctType.iid(params[:default_parent])
108
+ biz_txn_acct_type.move_to_child_of(parent)
109
+ end
110
+
111
+ render :json => {success: true, biz_txn_acct_type: biz_txn_acct_type.to_hash(only: [:id, :description, :internal_identifier])}
112
+ end
113
+
114
+ rescue ActiveRecord::RecordInvalid => invalid
115
+ Rails.logger.error invalid.record.errors.full_messages
116
+
117
+ {:success => false, :message => invalid.record.errors.full_messages.join('</br>')}
118
+ rescue => ex
119
+ Rails.logger.error ex.message
120
+ Rails.logger.error ex.backtrace.join("\n")
121
+
122
+ ExceptionNotifier.notify_exception(ex) if defined? ExceptionNotifier
123
+
124
+ {:success => false, :message => "Error creating record"}
125
+ end
126
+ end
127
+
128
+ end # BizTxnAcctTypesController
129
+ end # V1
130
+ end # Api
@@ -0,0 +1,53 @@
1
+ module Api
2
+ module V1
3
+ class BizTxnEventsController < BaseController
4
+
5
+ def index
6
+ sort = nil
7
+ dir = nil
8
+ limit = nil
9
+ start = nil
10
+
11
+ unless params[:sort].blank?
12
+ sort_hash = params[:sort].blank? ? {} : Hash.symbolize_keys(JSON.parse(params[:sort]).first)
13
+ sort = sort_hash[:property] || 'description'
14
+ dir = sort_hash[:direction] || 'ASC'
15
+ limit = params[:limit] || 25
16
+ start = params[:start] || 0
17
+ end
18
+
19
+ query_filter = params[:query_filter].blank? ? {} : JSON.parse(params[:query_filter]).symbolize_keys
20
+
21
+ # hook method to apply any scopes passed via parameters to this api
22
+ biz_txn_events = BizTxnEvent.apply_filters(query_filter)
23
+
24
+ # scope by dba_organizations if there are no parties passed as filters
25
+ unless query_filter[:parties]
26
+ dba_organizations = [current_user.party.dba_organization]
27
+ dba_organizations = dba_organizations.concat(current_user.party.dba_organization.child_dba_organizations)
28
+ biz_txn_events = biz_txn_events.scope_by_dba_organization(dba_organizations)
29
+ end
30
+
31
+ if sort and dir
32
+ biz_txn_events = biz_txn_events.order("#{sort} #{dir}")
33
+ end
34
+
35
+ total_count = biz_txn_events.count
36
+
37
+ if start and limit
38
+ biz_txn_events = biz_txn_events.offset(start).limit(limit)
39
+ end
40
+
41
+ render :json => {total_count: total_count, biz_txn_events: biz_txn_events.collect(&:to_data_hash)}
42
+ end
43
+
44
+ def show
45
+ biz_txn_event = BizTxnEvent.find(params[:id])
46
+
47
+ render :json => {biz_txn_event: biz_txn_event.to_data_hash}
48
+ end
49
+
50
+
51
+ end # BizTxnEvents
52
+ end # V1
53
+ end # Api
@@ -0,0 +1,131 @@
1
+ module Api
2
+ module V1
3
+ class BizTxnTypesController < BaseController
4
+
5
+ def index
6
+ if !params[:parent].blank?
7
+ parent = nil
8
+ # create parent if it doesn't exist
9
+ # if the parent param is a comma separated string then
10
+ # the parent is nested from left to right
11
+ params[:parent].split(',').each do |parent_iid|
12
+ if parent
13
+ parent = BizTxnType.find_or_create(parent_iid, parent_iid.humanize, parent)
14
+ else
15
+ parent = BizTxnType.find_or_create(parent_iid, parent_iid.humanize)
16
+ end
17
+ end
18
+
19
+ respond_to do |format|
20
+ format.tree do
21
+ render :json => {success: true, biz_txn_types: parent.children_to_tree_hash}
22
+ end
23
+ format.json do
24
+ render :json => {success: true, biz_txn_types: BizTxnType.to_all_representation(parent)}
25
+ end
26
+ end
27
+
28
+ # if ids are passed look up on the txn types with the ids passed
29
+ elsif params[:ids]
30
+ ids = params[:ids].split(',').compact
31
+
32
+ biz_txn_types = []
33
+
34
+ ids.each do |id|
35
+ # check if id is a integer if so fine by id
36
+ if id.is_integer?
37
+ biz_txn_type = BizTxnType.find(id)
38
+ else
39
+ biz_txn_type = BizTxnType.iid(id)
40
+ end
41
+
42
+ if biz_txn_type
43
+ respond_to do |format|
44
+ format.tree do
45
+ data = biz_txn_type.to_hash({
46
+ only: [:id, :parent_id, :internal_identifier, :description],
47
+ leaf: biz_txn_type.leaf?,
48
+ text: biz_txn_type.to_label,
49
+ children: []
50
+ })
51
+
52
+ parent = nil
53
+ biz_txn_types.each do |biz_txn_type_hash|
54
+ if biz_txn_type_hash[:id] == data[:parent_id]
55
+ parent = biz_txn_type_hash
56
+ end
57
+ end
58
+
59
+ if parent
60
+ parent[:children].push(data)
61
+ else
62
+ biz_txn_types.push(data)
63
+ end
64
+ end
65
+ format.json do
66
+ biz_txn_types.push(biz_txn_type.to_hash(only: [:id, :description, :internal_identifier]))
67
+ end
68
+ end
69
+ end
70
+ end
71
+
72
+ render :json => {success: true, biz_txn_types: biz_txn_types}
73
+
74
+ # get all txn types
75
+ else
76
+
77
+ respond_to do |format|
78
+ format.tree do
79
+ nodes = [].tap do |nodes|
80
+ BizTxnType.roots.each do |root|
81
+ nodes.push(root.to_tree_hash)
82
+ end
83
+ end
84
+
85
+ render :json => {success: true, biz_txn_types: nodes}
86
+ end
87
+ format.json do
88
+ render :json => {success: true, biz_txn_types: BizTxnType.to_all_representation}
89
+ end
90
+ end
91
+
92
+ end
93
+
94
+ end
95
+
96
+ def create
97
+ description = params[:description].strip
98
+
99
+ begin
100
+
101
+ ActiveRecord::Base.transaction do
102
+ biz_txn_type = BizTxnType.create(description: description, internal_identifier: description.to_iid)
103
+
104
+ if !params[:parent].blank? and params[:parent] != 'No Parent'
105
+ parent = BizTxnType.iid(params[:parent])
106
+ biz_txn_type.move_to_child_of(parent)
107
+ elsif !params[:default_parent].blank?
108
+ parent = BizTxnType.iid(params[:default_parent])
109
+ biz_txn_type.move_to_child_of(parent)
110
+ end
111
+
112
+ render :json => {success: true, biz_txn_type: biz_txn_type.to_hash(only: [:id, :description, :internal_identifier])}
113
+ end
114
+
115
+ rescue ActiveRecord::RecordInvalid => invalid
116
+ Rails.logger.error invalid.record.errors.full_messages
117
+
118
+ {:success => false, :message => invalid.record.errors.full_messages.join('</br>')}
119
+ rescue => ex
120
+ Rails.logger.error ex.message
121
+ Rails.logger.error ex.backtrace.join("\n")
122
+
123
+ ExceptionNotifier.notify_exception(ex) if defined? ExceptionNotifier
124
+
125
+ {:success => false, :message => "Error creating record"}
126
+ end
127
+ end
128
+
129
+ end # BizTxnTypesController
130
+ end # V1
131
+ end # Api