rails_finance 0.0.1

data/app/views/finance/me/expense_members/_form.html.erb

@@ -0,0 +1,9 @@
+<%= form_with model: @expense_member, url: my_expense_member_path(@expense_member), method: :patch do |f| %>
+  <%= render 'error_messages', target: @expense_member %>
+  <%= f.number_field :advance %>
+  <div class="inline fields">
+    <%= f.collection_select :payment_method_id, @payment_methods, :id, :account_info, {on: {wrapper_all: false}} %>
+    <%= link_to 'Add', new_my_payment_method_path, class: 'ui button' %>
+  </div>
+  <%= f.submit %>
+<% end %>

data/app/views/finance/me/expense_members/_index_tbody.html.erb

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+<td><%= link_to expense_member.expense.subject, me_expense_member_path(expense_member.id) %></td>
+<td><%= expense_member.advance %></td>
+<td><%= expense_member.amount %></td>
+<td><%= expense_member.payment_method&.account_info %></td>
+<td><time><%= expense_member.created_at.to_s(:rfc822) %></time></td>
+<td class="tags">
+  <span class="tag"><%= expense_member.state_i18n %></span>
+</td>

data/app/views/finance/me/expense_members/_index_thead.html.erb

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+<th><%= Finance::Expense.human_attribute_name(:subject) %></th>
+<th><%= Finance::ExpenseMember.human_attribute_name(:advance) %></th>
+<th><%= Finance::ExpenseMember.human_attribute_name(:amount) %></th>
+<th><%= Finance::ExpenseMember.human_attribute_name(:payment_method_id) %></th>
+<th><%= Finance::ExpenseMember.human_attribute_name(:created_at) %></th>
+<th><%= Finance::ExpenseMember.human_attribute_name(:state) %></th>
+<th></th>

data/app/views/finance/me/expense_members/_show_items.html.erb

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+<%= render partial: 'items', locals: { expense_items: @expense_member.expense_items } %>

data/app/views/finance/me/expense_members/admin.html.erb

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+<%= render 'nav_expense' %>
+
+<%= render 'index_table' %>

data/app/views/finance/me/expense_members/index.html.erb

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+
+<%= render layout: 'index_table', locals: { cache_key: Finance::ExpenseMember.column_names.hash } do %>
+  <%= render partial: 'index_tbody', collection: @expense_members, as: :model %>
+<% end %>
+
+<%= paginate @expense_members %>

data/app/views/finance/me/expense_members/items.js.erb

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+document.getElementById('modal').innerHTML = '<%= j(render 'show_items') %>'

data/app/views/finance/me/expense_members/show.html.erb

@@ -0,0 +1,62 @@
+<div class="ui segment breadcrumb">
+  <%= link_to 'Back', my_expense_members_path, class: 'section' %>
+  <div class="divider"> / </div>
+  <div class="active section">Show</div>
+</div>
+
+<table class="table is-hoverable is-fullwidth">
+  <thead>
+  <tr>
+    <th class="three wide"></th>
+    <th>
+      <%= link_to t('.edit'), edit_my_expense_member_path(@expense_member), class: 'ui mini blue right floated button' %>
+    </th>
+  </tr>
+  </thead>
+  <tbody>
+  <tr>
+    <td class="has-text-right"><%= Expense.human_attribute_name(:type) %></td>
+    <td><%= @expense_member.expense.type_i18n %></td>
+  </tr>
+  <tr>
+    <td class="has-text-right"><%= Expense.human_attribute_name(:subject) %></td>
+    <td>
+      <%= @expense_member.expense.subject %>
+      <%= link_to 'more', my_expense_path(@expense_member.expense_id) %>
+    </td>
+  </tr>
+  <tr>
+    <td class="has-text-right"><%= Expense.human_attribute_name(:expense_items) %></td>
+    <td class="positive">
+      <%= render partial: 'items', locals: { expense_items: @expense_member.expense_items } %>
+    </td>
+  </tr>
+  <tr>
+    <td class="has-text-right"><%= ExpenseMember.human_attribute_name(:amount) %></td>
+    <td>
+      <%= @expense_member.amount %>
+    </td>
+  </tr>
+  <tr>
+    <td class="has-text-right"><%= Expense.human_attribute_name(:note) %></td>
+    <td>
+      <%= @expense_member.note %>
+    </td>
+  </tr>
+  <tr>
+    <td class="has-text-right"><%= ExpenseMember.human_attribute_name(:invoices) %></td>
+    <td>
+      <% if @expense_member.advance.to_d > 0 %>
+        <p><%= link_to 'Borrow', bill_my_expense_member_path(@expense_member, type: 'borrow', format: 'pdf') %></p>
+      <% end %>
+      <p><%= link_to 'Reimburse', bill_my_expense_member_path(@expense_member, type: 'reimburse', format: 'pdf') %></p>
+    </td>
+  </tr>
+  <tr>
+    <td class="has-text-right"><%= ExpenseMember.human_attribute_name(:items) %></td>
+    <td>
+      <%= link_to 'items', direct_data_list_table_lists_path('ExpenseItemExport', expense_member_id: @expense_member.id, format: 'xlsx') %>
+    </td>
+  </tr>
+  </tbody>
+</table>

data/app/views/finance/me/expenses/_breadcrumb.html.erb

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+<div class="tabs">
+  <ul>
+    <li class="<%= active_helper('finance/me/expenses': ['index'], active: 'is-active') %>"><%= link_to t('finance.me.expenses.index.title'), me_expenses_path %></li>
+    <li class="<%= active_helper('finance/me/expenses': ['admin'], active: 'is-active') %>"><%= link_to t('finance.me.expenses.admin.title'), admin_me_expenses_path %></li>
+    <li class="<%= active_helper('finance/me/expense_members': ['admin'], active: 'is-active') %>"><%= link_to t('finance.me.expense_members.admin.title'), admin_me_expense_members_path %></li>
+  </ul>
+</div>

data/app/views/finance/me/expenses/_edit_form.html.erb

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+<%= form_with model: @expense, scope: 'expense', url: { action: 'update' } do |f| %>
+  <%= render partial: 'form', locals: { f: f } %>
+<% end %>

data/app/views/finance/me/expenses/_filter_form.html.erb

@@ -0,0 +1,8 @@
+<%= form_with theme: 'search', model: Finance::Expense.new do |f| %>
+  <div class="field-body">
+    <%= f.text_field 'subject-like' %>
+    <div class="field is-narrow">
+      <%= f.submit %>
+    </div>
+  </div>
+<% end %>

data/app/views/finance/me/expenses/_filter_table.html.erb

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+<table class="as-search">
+  <tr>
+    <th><%= Finance::Expense.human_attribute_name(:state) %></th>
+    <td>
+      <%= link_to t('.all'), filter_params(except: [:state]), class: active_params(state: '', active: 'button is-info', item: 'button is-light') %>
+      <% Finance::Expense.states.keys.each do |state| %>
+        <%= link_to Finance::Expense.enum_i18n(:state, state), filter_params(state: state), class: active_params(state: state, active: 'button is-info', item: 'button is-light') %>
+      <% end %>
+    </td>
+  </tr>
+</table>

data/app/views/finance/me/expenses/_index_tbody.html.erb

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+<td><%= model.type_i18n %></td>
+<td><%= link_to model.subject, me_expense_path(model) %></td>
+<td><%= model.amount %></td>
+<td>
+  <%= link_to model.proof.filename, rails_blob_path(model.proof, disposition: 'attachment') if model.proof.attached? %>
+</td>
+<td>
+  <span class="tag"><%= model.state_i18n %></span>
+  <% model.all_verifications.each do |verification| %>
+    <p>
+      <%= verification.job_title&.name %>
+      <%= verification.member&.name %>
+      <span class="tag"><%= verification.confirmed_i18n %></span>
+    </p>
+  <% end %>
+</td>

data/app/views/finance/me/expenses/_index_thead.html.erb

@@ -0,0 +1,6 @@
+<th><%= Finance::Expense.human_attribute_name(:type) %></th>
+<th><%= Finance::Expense.human_attribute_name(:subject) %></th>
+<th><%= Finance::Expense.human_attribute_name(:amount) %></th>
+<th><%= Finance::Expense.human_attribute_name(:proof) %></th>
+<th><%= Finance::Expense.human_attribute_name(:state) %></th>
+<th></th>

data/app/views/finance/me/expenses/_index_tr.html.erb

@@ -0,0 +1,14 @@
+<tr id="tr_<%= model.id %>" data-controller="show" data-action="mouseenter->show#show mouseleave->show#hide">
+  <%= yield %>
+  <td>
+    <span data-show-target="item" style="visibility: hidden">
+      <%= link_to 'History', audits_path(model.class.base_class.name, model.id), class: 'button is-small is-rounded is-light' %>
+      <%= link_to({ action: 'edit', id: model.id }, data: { turbo_frame: 'modal' }, aria: { label: t('.edit') }, class: 'button is-small is-rounded is-light') do %>
+        <i class="fas fa-pencil-alt"></i>
+      <% end if ['init', 'rejected'].include? model.state %>
+      <%= button_to({ action: 'destroy', id: model.id }, method: :delete, data: { confirm: t('.confirm') }, aria: { label: t('.destroy') }, class: 'button is-small is-rounded is-light') do %>
+        <i class="fas fa-trash-alt"></i>
+      <% end if ['init', 'rejected'].include? model.state %>
+    </span>
+  </td>
+</tr>

data/app/views/finance/me/expenses/_new_form.html.erb

@@ -0,0 +1,4 @@
+<%= form_with model: @expense, url: { action: 'create' } do |f| %>
+  <%= render partial: 'form', locals: { f: f } %>
+  <%= f.submit %>
+<% end %>

data/app/views/finance/me/expenses/_show/_breadcrumb.html.erb

@@ -0,0 +1,6 @@
+<div class="breadcrumb has-succeeds-separator">
+  <ul>
+    <li><%= link_to t('finance.me.expenses.index.title'), { action: 'index' } %></li>
+    <li class="is-active"><%= t('.title') %></li>
+  </ul>
+</div>

data/app/views/finance/me/expenses/_show_table.html.erb

@@ -0,0 +1,124 @@
+<table class="table is-hoverable is-fullwidth">
+  <thead>
+    <tr>
+      <th></th>
+      <th>
+        <%= link_to t('.confirm'), confirm_me_expense_path(@expense), class: 'ui mini green right floated button' %>
+        <%= link_to t('.edit'), edit_me_expense_path(@expense), class: 'ui mini blue right floated button' %>
+      </th>
+    </tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:type) %></td>
+      <td><%= @expense.type_i18n %></td>
+    </tr>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:subject) %></td>
+      <td>
+        <%= @expense.subject %>
+      </td>
+    </tr>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:state) %></td>
+      <td>
+        <span class="ui label"><%= @expense.state_i18n %></span>
+      </td>
+    </tr>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:expense_items) %></td>
+      <td class="positive">
+        <%= render partial: 'finance/me/expense_members/items', locals: { expense_items: @expense.expense_items } %>
+      </td>
+    </tr>
+    <% if @expense.financial_taxon&.individual %>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:expense_members) %></td>
+      <td class="negative">
+        <table class="table">
+          <tr>
+            <th><%= ExpenseMember.human_attribute_name(:member) %></th>
+            <th><%= ExpenseMember.human_attribute_name(:advance) %></th>
+            <th><%= ExpenseMember.human_attribute_name(:amount) %></th>
+            <th><%= ExpenseMember.human_attribute_name(:payout_amount) %></th>
+            <th></th>
+          </tr>
+          <% @expense.expense_members.each do |member| %>
+            <tr>
+              <td><%= member.member.name %></td>
+              <td><%= member.advance %></td>
+              <td><%= member.amount %></td>
+              <td><%= member.payout_amount %></td>
+              <td></td>
+            </tr>
+          <% end %>
+        </table>
+      </td>
+    </tr>
+    <% end %>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:amount) %></td>
+      <td>
+        <%= @expense.amount %>
+      </td>
+    </tr>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:note) %></td>
+      <td>
+        <%= @expense.note %>
+      </td>
+    </tr>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:checks) %></td>
+      <td>
+        <table class="ui very basic table">
+          <% @expense.all_verifications.each do |verification| %>
+            <tr>
+              <td><%= Expense.enum_i18n(:state, verification.state) %></td>
+              <td><%= verification.note %></td>
+              <td><%= verification.member&.name %></td>
+            </tr>
+          <% end %>
+        </table>
+      </td>
+    </tr>
+    <% if @expense.payment_method %>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:payment_method) %></td>
+      <td>
+        <p><%= @expense.payment_method.account_name %></p>
+        <p><%= @expense.payment_method.account_num %></p>
+        <p><%= @expense.payment_method.bank %></p>
+      </td>
+    </tr>
+    <% end %>
+    <% if @expense.type == 'PayableExpense' %>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:invoices) %></td>
+      <td>
+        <%= link_to 'pdf', bill_me_expense_path(@expense, format: 'pdf') %>
+      </td>
+    </tr>
+    <% end %>
+    <tr>
+      <td class="has-text-right"><%= Expense.human_attribute_name(:items) %></td>
+      <td>
+        <%= link_to 'items', direct_data_list_table_lists_path('ExpenseItemExport', expense_id: @expense.id, format: 'xlsx') %>
+      </td>
+    </tr>
+  </tbody>
+  <tfoot>
+    <tr>
+      <td>
+      </td>
+      <td>
+        <% if @expense.init? %>
+          <%= link_to 'Request', requested_me_expense_path(@expense), method: :patch, data: { confirm: 'Confirm!' }, class: 'ui pink label' %>
+        <% end %>
+        <% @expense.next_states(:type).each do |type| %>
+          <%= link_to "Transfer to #{Expense.enum_i18n(:type, type)}", transfer_me_expense_path(@expense, type: type), method: :patch, class: 'ui mini blue right floated button' %>
+        <% end %>
+      </td>
+    </tr>
+  </tfoot>
+</table>

data/app/views/finance/me/expenses/admin.html.erb

@@ -0,0 +1,5 @@
+<%= render layout: 'index_table', locals: { cache_key: Finance::Expense.column_names.hash } do %>
+  <%= render partial: 'index_tbody', layout: 'index_tr', collection: @expenses, as: :model %>
+<% end %>
+
+<%= paginate @expenses %>

data/app/views/finance/me/expenses/confirm.html.erb

@@ -0,0 +1,27 @@
+<div class="ui segment breadcrumb">
+  <%= link_to 'My Expenses', my_expenses_path, class: 'section' %>
+  <div class="divider"> / </div>
+  <%= link_to @expense.subject, my_expense_path(@expense), class: 'section' %>
+  <div class="divider"> / </div>
+  <div class="active section">Confirm</div>
+</div>
+
+<%= render 'table' %>
+
+<div class="ui attached segment">
+  <%= form_with model: @expense, scope: 'expense', url: my_expense_path(@expense) do |f| %>
+    <%= render 'error_messages', target: @expense %>
+    <% if @expense.type == 'PrepayExpense' %>
+      <%= f.fields :expense_members, on: { wrap_all: false, label: false, placeholder: true }, css: { wrapper_input: 'two wide field' } do |ef| %>
+        <%= render partial: 'member_form', locals: { ef: ef } %>
+      <% end %>
+    <% end %>
+    <% if @expense.type == 'PayableExpense' %>
+    <div class="inline fields">
+      <%= f.collection_select :payment_method_id, @payment_methods, :id, :account_info, { on: { wrap_all: false } } %>
+      <%= link_to 'Add', new_admin_payment_method_path, class: 'ui button' %>
+    </div>
+    <% end %>
+    <%= f.submit %>
+  <% end %>
+</div>

data/app/views/finance/me/expenses/financial_taxons.js.erb

@@ -0,0 +1,44 @@
+<% form_object = form_object(@expense, css: { label: 'three wide field' }) %>
+
+
+var template = '<%= j(render partial: 'item_field', locals: { f: form_object, index: nil }) %>'
+
+$('#expense_financial_taxon_id_wrapper').nextAll('[id^="expense_expense_items_"]').remove()
+$('#expense_financial_taxon_id_wrapper').after(template)
+
+$('[data-title="expense_item_member"]').dropdown({
+  apiSettings: {
+    url: '/my/member/search?q={query}'
+  },
+  fields: {
+    name: 'name',
+    value: 'id'
+  }
+});
+$('[data-title="expense_item_financial_taxon"]').dropdown({
+  placeholder: true
+});
+
+$('[data-title="add_item"]').each(function(){
+  var add_item_link = new URL(this.href);
+  add_item_link.searchParams.set('financial_taxon_id', '<%= params[:financial_taxon_id] %>');
+  this.setAttribute('href', add_item_link)
+});
+
+$('[name*="expense[expense_items_attributes]["]').filter('[name$="][price]"]').on('change', function() {
+  var names = this.id.split('_');
+  names.pop();
+  var _quantity = names.concat('quantity').join('_');
+  var _budget = names.concat('budget').join('_');
+  var quantity = document.getElementById(_quantity);
+  document.getElementById(_budget).value = (this.value * quantity.value).toFixed(2);
+});
+
+$('[name*="expense[expense_items_attributes]["]').filter('[name$="][quantity]"]').on('change', function() {
+  var names = this.id.split('_');
+  names.pop();
+  var _price = names.concat('price').join('_');
+  var _budget = names.concat('budget').join('_');
+  var price = document.getElementById(_price);
+  document.getElementById(_budget).value = (this.value * price.value).toFixed(2);
+});

data/app/views/finance/me/expenses/index.html.erb

@@ -0,0 +1,5 @@
+<%= render layout: 'index_table', locals: { cache_key: Finance::Expense.column_names.hash } do %>
+  <%= render partial: 'index_tbody', layout: 'index_tr', collection: @expenses, as: :model %>
+<% end %>
+
+<%= paginate @expenses %>

data/app/views/finance/me/expenses/index.js

@@ -0,0 +1,42 @@
+import { Controller } from 'stimulus'
+
+class ExpenseController extends Controller {
+  static targets = ['quantity', 'budget_amount', 'price']
+
+  connect() {
+    console.debug(this.identifier, 'connected!')
+  }
+
+  updatePrice(event) {
+    let price = event.currentTarget
+    let quantity = document.getElementById(price.id.replace('price', 'quantity'))
+    let result = (price.value * quantity.value).toFixed(2)
+
+    let budget = document.getElementById(price.id.replace('price', 'budget_amount'))
+    if (budget) {
+      budget.value = result
+    }
+    let amount = document.getElementById(price.id.replace('price', 'amount'))
+    if (amount) {
+      amount.value = result
+    }
+  }
+
+  updateQuantity(event) {
+    let quantity = event.currentTarget
+    let price = document.getElementById(quantity.id.replace('quantity', 'price'))
+    let result = (price.value * quantity.value).toFixed(2)
+
+    let budget = document.getElementById(quantity.id.replace('quantity', 'budget_amount'))
+    if (budget) {
+      budget.value = result
+    }
+    let amount = document.getElementById(quantity.id.replace('quantity', 'amount'))
+    if (amount) {
+      amount.value = result
+    }
+  }
+
+}
+
+application.register('expense', ExpenseController)