lbyte-budget 0.1.1

data/app/controllers/budget/payments_controller.rb

@@ -0,0 +1,108 @@
+# frozen_string_literal: true
+
+module Budget
+  # Controller for managing payments within quotes
+  # Provides nested resource CRUD operations for payment tracking
+  class PaymentsController < ApplicationController
+    rescue_from ActiveRecord::RecordNotFound, with: :not_found
+
+    before_action :set_quote
+    before_action :set_payment, only: %i[show update destroy]
+
+    # GET /budget/quotes/:quote_id/payments
+    def index
+      @payments = @quote.payments.ordered
+      render json: @payments.map { |payment|
+        {
+          id: payment.id,
+          amount: payment.amount,
+          payment_date: payment.payment_date,
+          payment_method: payment.payment_method,
+          notes: payment.notes,
+          created_at: payment.created_at,
+          payment_method_name: payment.payment_method_name
+        }
+      }
+    end
+
+    # GET /budget/quotes/:quote_id/payments/:id
+    def show
+      # @payment set by before_action
+      render json: {
+        id: @payment.id,
+        amount: @payment.amount,
+        payment_date: @payment.payment_date,
+        payment_method: @payment.payment_method,
+        notes: @payment.notes,
+        created_at: @payment.created_at,
+        updated_at: @payment.updated_at,
+        payment_method_name: @payment.payment_method_name,
+        quote_id: @payment.budget_quote_id
+      }
+    end
+
+    # POST /budget/quotes/:quote_id/payments
+    def create
+      @payment = @quote.payments.new(payment_params)
+
+      if @payment.save
+        render json: {
+          id: @payment.id,
+          amount: @payment.amount,
+          payment_date: @payment.payment_date,
+          payment_method: @payment.payment_method,
+          notes: @payment.notes,
+          created_at: @payment.created_at,
+          updated_at: @payment.updated_at,
+          payment_method_name: @payment.payment_method_name,
+          quote_id: @payment.budget_quote_id
+        }, status: :created
+      else
+        render json: { errors: @payment.errors.full_messages }, status: :unprocessable_entity
+      end
+    end
+
+    # PATCH/PUT /budget/quotes/:quote_id/payments/:id
+    def update
+      if @payment.update(payment_params)
+        render json: {
+          id: @payment.id,
+          amount: @payment.amount,
+          payment_date: @payment.payment_date,
+          payment_method: @payment.payment_method,
+          notes: @payment.notes,
+          created_at: @payment.created_at,
+          updated_at: @payment.updated_at,
+          payment_method_name: @payment.payment_method_name,
+          quote_id: @payment.budget_quote_id
+        }
+      else
+        render json: { errors: @payment.errors.full_messages }, status: :unprocessable_entity
+      end
+    end
+
+    # DELETE /budget/quotes/:quote_id/payments/:id
+    def destroy
+      @payment.destroy
+      head :no_content
+    end
+
+    private
+
+    def set_quote
+      @quote = Quote.find(params[:quote_id])
+    end
+
+    def set_payment
+      @payment = @quote.payments.find(params[:id])
+    end
+
+    def payment_params
+      params.require(:payment).permit(:amount, :payment_date, :payment_method, :notes)
+    end
+
+    def not_found
+      render json: { error: 'Not found' }, status: :not_found
+    end
+  end
+end

data/app/controllers/budget/quotes_controller.rb

@@ -0,0 +1,180 @@
+# frozen_string_literal: true
+
+module Budget
+  # Controller for managing budget quotes via REST API
+  # Provides CRUD operations and summary endpoints for quotes
+  class QuotesController < ApplicationController
+    rescue_from ActiveRecord::RecordNotFound, with: :not_found
+
+    before_action :set_quote, only: %i[show update destroy]
+
+    # GET /budget/quotes
+    def index
+      @quotes = Quote.includes(:line_items, :payments)
+                     .order(created_at: :desc)
+
+      render json: @quotes.map { |quote|
+        {
+          id: quote.id,
+          customer_name: quote.customer_name,
+          customer_contact: quote.customer_contact,
+          quote_date: quote.quote_date,
+          created_at: quote.created_at,
+          line_items_count: quote.line_items.size,
+          payments_count: quote.payments.size,
+          totals: {
+            total: quote.total,
+            total_paid: quote.total_paid,
+            remaining_balance: quote.remaining_balance,
+            fully_paid: quote.fully_paid?
+          }
+        }
+      }
+    end
+
+    # GET /budget/quotes/:id
+    def show
+      # @quote set by before_action
+      render json: {
+        id: @quote.id,
+        customer_name: @quote.customer_name,
+        customer_contact: @quote.customer_contact,
+        notes: @quote.notes,
+        quote_date: @quote.quote_date,
+        created_at: @quote.created_at,
+        updated_at: @quote.updated_at,
+        line_items: @quote.line_items.map do |item|
+          {
+            id: item.id,
+            description: item.description,
+            price: item.price,
+            category: item.category,
+            quantity: item.quantity,
+            created_at: item.created_at,
+            category_name: item.category_name,
+            subtotal: item.subtotal
+          }
+        end,
+        payments: @quote.payments.ordered.map do |payment|
+          {
+            id: payment.id,
+            amount: payment.amount,
+            payment_date: payment.payment_date,
+            payment_method: payment.payment_method,
+            notes: payment.notes,
+            created_at: payment.created_at,
+            payment_method_name: payment.payment_method_name
+          }
+        end,
+        totals: {
+          total: @quote.total,
+          total_paid: @quote.total_paid,
+          remaining_balance: @quote.remaining_balance,
+          fully_paid: @quote.fully_paid?
+        },
+        category_breakdown: @quote.category_breakdown
+      }
+    end
+
+    # POST /budget/quotes
+    def create
+      @quote = Quote.new(quote_params)
+
+      if @quote.save
+        render json: {
+          id: @quote.id,
+          customer_name: @quote.customer_name,
+          customer_contact: @quote.customer_contact,
+          notes: @quote.notes,
+          quote_date: @quote.quote_date,
+          created_at: @quote.created_at,
+          updated_at: @quote.updated_at,
+          line_items: [],
+          payments: [],
+          totals: {
+            total: 0.0,
+            total_paid: 0.0,
+            remaining_balance: 0.0,
+            fully_paid: false
+          },
+          category_breakdown: {}
+        }, status: :created
+      else
+        render json: { errors: @quote.errors.full_messages }, status: :unprocessable_entity
+      end
+    end
+
+    # PATCH/PUT /budget/quotes/:id
+    def update
+      if @quote.update(quote_params)
+        render json: {
+          id: @quote.id,
+          customer_name: @quote.customer_name,
+          customer_contact: @quote.customer_contact,
+          notes: @quote.notes,
+          quote_date: @quote.quote_date,
+          created_at: @quote.created_at,
+          updated_at: @quote.updated_at,
+          line_items: @quote.line_items.map do |item|
+            {
+              id: item.id,
+              description: item.description,
+              price: item.price,
+              category: item.category,
+              quantity: item.quantity,
+              created_at: item.created_at,
+              category_name: item.category_name,
+              subtotal: item.subtotal
+            }
+          end,
+          payments: @quote.payments.ordered.map do |payment|
+            {
+              id: payment.id,
+              amount: payment.amount,
+              payment_date: payment.payment_date,
+              payment_method: payment.payment_method,
+              notes: payment.notes,
+              created_at: payment.created_at,
+              payment_method_name: payment.payment_method_name
+            }
+          end,
+          totals: {
+            total: @quote.total,
+            total_paid: @quote.total_paid,
+            remaining_balance: @quote.remaining_balance,
+            fully_paid: @quote.fully_paid?
+          },
+          category_breakdown: @quote.category_breakdown
+        }
+      else
+        render json: { errors: @quote.errors.full_messages }, status: :unprocessable_entity
+      end
+    end
+
+    # DELETE /budget/quotes/:id
+    def destroy
+      @quote.destroy
+      head :no_content
+    end
+
+    # GET /budget/quotes/:id/summary
+    def summary
+      @quote = Quote.find(params[:id])
+      render json: @quote.summary
+    end
+
+    private
+
+    def set_quote
+      @quote = Quote.includes(:line_items, :payments).find(params[:id])
+    end
+
+    def quote_params
+      params.require(:quote).permit(:customer_name, :customer_contact, :quote_date, :notes)
+    end
+
+    def not_found
+      render json: { error: 'Not found' }, status: :not_found
+    end
+  end
+end

data/app/models/budget/line_item.rb

@@ -0,0 +1,59 @@
+# frozen_string_literal: true
+
+module Budget
+  # ActiveRecord model for line items within quotes
+  # Represents individual items/services in a quote
+  class LineItem < ActiveRecord::Base
+    self.table_name = 'budget_line_items'
+
+    CATEGORIES = %w[lente montura tratamiento accesorio servicio other].freeze
+
+    # Associations
+    belongs_to :quote, class_name: 'Budget::Quote', foreign_key: 'budget_quote_id'
+
+    # Validations
+    validates :description, presence: true
+    validates :price, presence: true, numericality: { greater_than: 0 }
+    validates :quantity, presence: true, numericality: { only_integer: true, greater_than: 0 }
+    validates :category, presence: true, inclusion: { in: CATEGORIES }
+
+    # Callbacks
+    before_validation :set_default_category
+
+    # Calculate subtotal (price * quantity)
+    # @return [Float] Subtotal
+    def subtotal
+      price * quantity
+    end
+
+    # Get category in Spanish
+    # @return [String] Category name in Spanish
+    def category_name
+      {
+        'lente' => 'Lente',
+        'montura' => 'Montura',
+        'tratamiento' => 'Tratamiento',
+        'accesorio' => 'Accesorio',
+        'servicio' => 'Servicio',
+        'other' => 'Otro'
+      }[category] || category.to_s.capitalize
+    end
+
+    # Format line item for display
+    # @return [String] Formatted line item
+    def to_s
+      if quantity > 1
+        "#{category_name} - #{description} (#{quantity} x $#{format('%.2f', price)}) = $#{format('%.2f', subtotal)}"
+      else
+        "#{category_name} - #{description}: $#{format('%.2f', price)}"
+      end
+    end
+
+    private
+
+    def set_default_category
+      self.category = 'other' if category.blank?
+      self.category = 'other' unless CATEGORIES.include?(category)
+    end
+  end
+end

data/app/models/budget/payment.rb

@@ -0,0 +1,58 @@
+# frozen_string_literal: true
+
+module Budget
+  # ActiveRecord model for payments within quotes
+  # Tracks payment transactions for quotes
+  class Payment < ActiveRecord::Base
+    self.table_name = 'budget_payments'
+
+    PAYMENT_METHODS = %w[efectivo tarjeta transferencia cheque other].freeze
+
+    # Associations
+    belongs_to :quote, class_name: 'Budget::Quote', foreign_key: 'budget_quote_id'
+
+    # Validations
+    validates :amount, presence: true, numericality: { greater_than: 0 }
+    validates :payment_date, presence: true
+    validates :payment_method, presence: true, inclusion: { in: PAYMENT_METHODS }
+
+    # Callbacks
+    before_validation :set_default_payment_method
+    before_validation :set_default_payment_date
+
+    # Scopes
+    scope :ordered, -> { order(:payment_date) }
+    scope :by_method, ->(method) { where(payment_method: method) }
+
+    # Get payment method in Spanish
+    # @return [String] Payment method in Spanish
+    def payment_method_name
+      {
+        'efectivo' => 'Efectivo',
+        'tarjeta' => 'Tarjeta',
+        'transferencia' => 'Transferencia',
+        'cheque' => 'Cheque',
+        'other' => 'Otro'
+      }[payment_method] || payment_method.to_s.capitalize
+    end
+
+    # Format payment for display
+    # @return [String] Formatted payment
+    def to_s
+      output = "$#{format('%.2f', amount)}, #{payment_method_name} (#{payment_date.strftime('%d/%m/%Y')})"
+      output += " - #{notes}" if notes.present?
+      output
+    end
+
+    private
+
+    def set_default_payment_method
+      self.payment_method = 'efectivo' if payment_method.blank?
+      self.payment_method = 'other' unless PAYMENT_METHODS.include?(payment_method)
+    end
+
+    def set_default_payment_date
+      self.payment_date ||= Time.current
+    end
+  end
+end

data/app/models/budget/quote.rb

@@ -0,0 +1,158 @@
+# frozen_string_literal: true
+
+module Budget
+  # ActiveRecord model for budget quotes
+  # Manages quotes with line items and payments
+  class Quote < ActiveRecord::Base
+    self.table_name = 'budget_quotes'
+
+    # External associations (optional - can be defined in host application)
+    # Uncomment this line in your host app's Budget::Quote decorator if needed:
+    # belongs_to :prescription, optional: true
+
+    # Associations
+    has_many :line_items, class_name: 'Budget::LineItem', foreign_key: 'budget_quote_id', dependent: :destroy
+    has_many :payments, class_name: 'Budget::Payment', foreign_key: 'budget_quote_id', dependent: :destroy
+
+    # Validations
+    validates :customer_name, presence: true
+    validates :quote_date, presence: true
+
+    # Callbacks
+    before_validation :set_quote_date, on: :create
+
+    # Scopes
+    scope :recent, -> { order(created_at: :desc) }
+    scope :by_customer, ->(name) { where('customer_name LIKE ?', "%#{name}%") }
+    scope :pending, lambda {
+      # Find quotes where payments don't cover all line items
+      # This requires calculating totals in Ruby since we don't have a total column
+      all.reject(&:fully_paid?)
+    }
+
+    # Calculate total price of all line items
+    # @return [Float] Total price
+    def total
+      line_items.sum(&:subtotal)
+    end
+
+    # Calculate total amount paid so far
+    # @return [Float] Total paid
+    def total_paid
+      payments.sum(:amount)
+    end
+
+    # Calculate remaining balance to be paid
+    # @return [Float] Remaining amount
+    def remaining_balance
+      total - total_paid
+    end
+
+    # Check if quote is fully paid
+    # @return [Boolean]
+    def fully_paid?
+      remaining_balance <= 0
+    end
+
+    # Get the initial payment (adelanto)
+    # @return [Payment, nil] First payment or nil if no payments
+    def initial_payment
+      payments.order(:payment_date).first
+    end
+
+    # Get breakdown by category
+    # @return [Hash] Category totals
+    def category_breakdown
+      breakdown = Hash.new(0)
+      line_items.each do |item|
+        breakdown[item.category.to_sym] += item.subtotal
+      end
+      breakdown
+    end
+
+    # Generate a summary of the quote
+    # @return [Hash] Quote summary
+    def summary
+      {
+        id: id,
+        customer_name: customer_name,
+        customer_contact: customer_contact,
+        date: quote_date,
+        line_items_count: line_items.count,
+        total: total,
+        total_paid: total_paid,
+        remaining_balance: remaining_balance,
+        fully_paid: fully_paid?,
+        category_breakdown: category_breakdown,
+        payments_count: payments.count
+      }
+    end
+
+    # Format quote for display
+    # @return [String] Formatted quote
+    def to_s
+      output = []
+      output << ('=' * 60)
+      output << "PRESUPUESTO ##{id}"
+      output << ('=' * 60)
+      output << "Cliente: #{customer_name}"
+      output << "Contacto: #{customer_contact}" if customer_contact
+      output << "Fecha: #{quote_date.strftime('%d/%m/%Y')}"
+      output << "Notas: #{notes}" if notes
+      output << ''
+      output << 'DETALLE:'
+      output << ('-' * 60)
+
+      line_items.each_with_index do |item, index|
+        output << "#{index + 1}. #{item}"
+      end
+
+      output << ('-' * 60)
+      output << "TOTAL: $#{format('%.2f', total)}"
+      output << ''
+
+      if payments.any?
+        output << 'PAGOS:'
+        output << ('-' * 60)
+        payments.order(:payment_date).each_with_index do |payment, index|
+          output << "#{index + 1}. #{payment}"
+        end
+        output << ('-' * 60)
+        output << "Total Pagado: $#{format('%.2f', total_paid)}"
+      end
+
+      output << ''
+      output << "SALDO PENDIENTE: $#{format('%.2f', remaining_balance)}"
+      output << "Estado: #{fully_paid? ? 'PAGADO COMPLETO' : 'PENDIENTE'}"
+      output << ('=' * 60)
+
+      output.join("\n")
+    end
+
+    # Add a line item to the quote
+    def add_line_item(description:, price:, category: 'other', quantity: 1)
+      line_items.create!(
+        description: description,
+        price: price,
+        category: category,
+        quantity: quantity
+      )
+    end
+
+    # Add a payment (adelanto or subsequent payment)
+    def add_payment(amount:, payment_date: nil, payment_method: 'efectivo', notes: nil)
+      payments.create!(
+        amount: amount,
+        payment_date: payment_date || Time.current,
+        payment_method: payment_method,
+        notes: notes
+      )
+    end
+
+    private
+
+    def set_quote_date
+      self.quote_date ||= Time.current
+    end
+  end
+end

data/app/views/budget/line_items/index.json.jbuilder

@@ -0,0 +1,7 @@
+# frozen_string_literal: true
+
+json.array! @line_items do |item|
+  json.extract! item, :id, :description, :price, :category, :quantity, :created_at
+  json.category_name item.category_name
+  json.subtotal item.subtotal
+end

data/app/views/budget/line_items/show.json.jbuilder

@@ -0,0 +1,6 @@
+# frozen_string_literal: true
+
+json.extract! @line_item, :id, :description, :price, :category, :quantity, :created_at, :updated_at
+json.category_name @line_item.category_name
+json.subtotal @line_item.subtotal
+json.quote_id @line_item.budget_quote_id

data/app/views/budget/payments/index.json.jbuilder

@@ -0,0 +1,6 @@
+# frozen_string_literal: true
+
+json.array! @payments do |payment|
+  json.extract! payment, :id, :amount, :payment_date, :payment_method, :notes, :created_at
+  json.payment_method_name payment.payment_method_name
+end

data/app/views/budget/payments/show.json.jbuilder

@@ -0,0 +1,5 @@
+# frozen_string_literal: true
+
+json.extract! @payment, :id, :amount, :payment_date, :payment_method, :notes, :created_at, :updated_at
+json.payment_method_name @payment.payment_method_name
+json.quote_id @payment.budget_quote_id

data/app/views/budget/quotes/index.json.jbuilder

@@ -0,0 +1,15 @@
+# frozen_string_literal: true
+
+json.array! @quotes do |quote|
+  json.extract! quote, :id, :customer_name, :customer_contact, :quote_date, :created_at
+
+  json.line_items_count quote.line_items.size
+  json.payments_count quote.payments.size
+
+  json.totals do
+    json.total quote.total
+    json.total_paid quote.total_paid
+    json.remaining_balance quote.remaining_balance
+    json.fully_paid quote.fully_paid?
+  end
+end

data/app/views/budget/quotes/show.json.jbuilder

@@ -0,0 +1,23 @@
+# frozen_string_literal: true
+
+json.extract! @quote, :id, :customer_name, :customer_contact, :notes, :quote_date, :created_at, :updated_at
+
+json.line_items @quote.line_items do |item|
+  json.extract! item, :id, :description, :price, :category, :quantity, :created_at
+  json.category_name item.category_name
+  json.subtotal item.subtotal
+end
+
+json.payments @quote.payments.ordered do |payment|
+  json.extract! payment, :id, :amount, :payment_date, :payment_method, :notes, :created_at
+  json.payment_method_name payment.payment_method_name
+end
+
+json.totals do
+  json.total @quote.total
+  json.total_paid @quote.total_paid
+  json.remaining_balance @quote.remaining_balance
+  json.fully_paid @quote.fully_paid?
+end
+
+json.category_breakdown @quote.category_breakdown

data/config/routes.rb

@@ -0,0 +1,12 @@
+# frozen_string_literal: true
+
+Budget::Engine.routes.draw do
+  resources :quotes do
+    member do
+      get :summary
+    end
+
+    resources :line_items, only: %i[index show create update destroy]
+    resources :payments, only: %i[index show create update destroy]
+  end
+end

data/db/migrate/20251129000001_create_budget_quotes.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class CreateBudgetQuotes < ActiveRecord::Migration[7.0]
+  def change
+    create_table :budget_quotes do |t|
+      t.string :customer_name, null: false
+      t.string :customer_contact
+      t.text :notes
+      t.datetime :quote_date
+
+      t.timestamps
+    end
+
+    add_index :budget_quotes, :customer_name
+    add_index :budget_quotes, :created_at
+  end
+end

data/db/migrate/20251129000002_create_budget_line_items.rb

@@ -0,0 +1,17 @@
+# frozen_string_literal: true
+
+class CreateBudgetLineItems < ActiveRecord::Migration[7.0]
+  def change
+    create_table :budget_line_items do |t|
+      t.references :budget_quote, null: false, foreign_key: true, index: true
+      t.string :description, null: false
+      t.decimal :price, precision: 10, scale: 2, null: false, default: 0.0
+      t.string :category, default: 'other'
+      t.integer :quantity, default: 1, null: false
+
+      t.timestamps
+    end
+
+    add_index :budget_line_items, :category
+  end
+end