stockor 0.1.9 → 0.2

data/db/seed/chart_of_accounts.yml

@@ -15,7 +15,7 @@
   number: 1115
   name: Inventory in Transist
   description: Inventory on a transfer between locations
-  
+
 -
   number: 1200
   name: Accounts Receivable
@@ -25,7 +25,7 @@
   name: Prepayment Revenue
   description: Amounts received in advance of providing goods and services but not yet delivered.
 -
-  number: 1750	
+  number: 1750
   name: Buildings
   description: Cost to purchase or construct buildings for use by the company.
 -
@@ -50,7 +50,7 @@
 -
   number: 2300
   name: Wages Payable
-  description: Amount owed to employees for hours worked but not yet paid. 
+  description: Amount owed to employees for hours worked but not yet paid.
 
 -
   number: 2400
@@ -62,7 +62,7 @@
   name: Interest Payable
   description: Amount owed for interest on Notes Payable.
 
-- 
+-
   number: 2600
   name: Inventory Receipts Clearing
   description: Inventory received but vendor invoice not yet confirmed
@@ -131,7 +131,10 @@
   number: 6420
   name: Inbound Shipping Expense
   description: Cost of vendors shipping goods to us
-
+-
+  number: 6450
+  name: Misc Expense
+  description: Miscellaneous costs incurred
 -
   number: 6500
   name: Depreciation Expense
@@ -165,4 +168,3 @@
   number: 8100
   name: Non operating Expense
   description: Expense incurred by other means
-

data/db/seed/payment_categories.yml

@@ -0,0 +1,12 @@
+-
+  code: MISCEXP
+  name: Miscellaneous Expenses
+  gl_account: 6450
+-
+  code: UTILITIES
+  name: Utilities Expense
+  gl_account: 6700
+-
+  code: LABOR
+  name: Payments for work performed
+  gl_account: 6200

data/db/seed/skus.yml

@@ -0,0 +1,32 @@
+-
+  code: MISC
+  description: Miscellaneous Item
+  default_uom_code: EA
+  is_other_charge: false
+  does_track_inventory: false
+  gl_asset_account: 1110
+  can_backorder: false
+-
+  code: LABOR
+  description: Work performed
+  default_uom_code: HOUR
+  is_other_charge: false
+  does_track_inventory: false
+  gl_asset_account: 6200
+  can_backorder: false
+-
+  code: TAX
+  description: Sales Tax
+  is_other_charge: true
+  does_track_inventory: false
+  default_uom_code: EA
+  gl_asset_account: 1900
+  can_backorder: false
+-
+  code: SHIP
+  description: Sales Ship
+  is_other_charge: true
+  does_track_inventory: false
+  default_uom_code: EA
+  gl_asset_account: 6410
+  can_backorder: false

data/db/seed.rb

@@ -27,6 +27,27 @@ module Skr
         YAML::load( seeds_path.join('payment_terms.yml').read ).each do | acct_data |
             PaymentTerm.where(code: acct_data['code'].to_s).any? || PaymentTerm.create!(acct_data)
         end
+
+        YAML::load( seeds_path.join('skus.yml').read ).each do | sku_data |
+            unless Sku.where(code: sku_data['code'].to_s).any?
+                glasset = GlAccount.where(number: sku_data.delete('gl_asset_account')).first
+                sku = Sku.new(sku_data)
+                sku.uoms << Uom.new(code: sku_data['default_uom_code'],
+                                    size:1, price: '0.0')
+                sku.gl_asset_account = glasset
+                sku.save!
+            end
+        end
+
+        YAML::load( seeds_path.join('payment_categories.yml').read ).each do | category_data |
+            next if Skr::PaymentCategory.exists?(code: category_data['code'])
+            Skr::PaymentCategory.create!(
+                code: category_data['code'],
+                name: category_data['name'],
+                gl_account: GlAccount.find_by_number(category_data['gl_account'])
+            )
+        end
+
     end
 
 end

data/lib/skr/access_roles.rb

@@ -4,21 +4,27 @@ require_relative "model"
 module Lanes::Access
     module Roles
 
-
         # re-open the exising Support role
         class Support
-            grant Skr::Customer,
-                  Skr::Sku,
-                  Skr::SalesOrder
+            read Skr::Invoice,
+                 Skr::Customer,
+                 Skr::Sku
 
+            grant Skr::SalesOrder,
+                  Skr::TimeEntry
         end
 
-
         class Accounting < Lanes::Access::Role
             grant Skr::Customer,
                   Skr::PaymentTerm,
+                  Skr::CustomerProject,
                   Skr::Sku,
-                  Skr::SalesOrder
+                  Skr::SalesOrder,
+                  Skr::TimeEntry,
+                  Skr::GlTransaction,
+                  Skr::BankAccount,
+                  Skr::Payment
+
             lock_writes Skr::Customer, :terms
             lock Skr::Sku, :gl_asset_account
             lock Skr::Customer, :gl_receivables_account
@@ -31,6 +37,13 @@ module Lanes::Access
                   Skr::SalesOrder
         end
 
+        class Workforce < Lanes::Access::Role
+            read Skr::Customer,
+                 Skr::Sku
+            grant Skr::SalesOrder,
+                  Skr::Invoice,
+                  Skr::TimeEntry
+        end
     end
 
     Role.grant_global_access(Skr::Address)

data/lib/skr/concerns/has_sku_loc_lines.rb

@@ -7,22 +7,6 @@ module Skr
 
             module InstanceMethods
 
-                def other_charge_lines
-                    self.lines.select{|l| l.sku.is_other_charge? }
-                end
-
-                def regular_lines
-                    self.lines.reject{|l| l.sku.is_other_charge? }
-                end
-
-                def regular_lines_total
-                    self.regular_lines.sum{|l|l.extended_price}
-                end
-
-                def subtotal
-                    self.regular_lines.inject(0){|sum,line| sum + line.extended_price }
-                end
-
                 def total
                     if total = self.read_attribute('total')
                         BigDecimal.new(total)

data/lib/skr/concerns/inv_extensions.rb

@@ -5,6 +5,22 @@ module Skr
 
             module Lines
 
+                def other_charge
+                    select{|l| l.sku.is_other_charge? }
+                end
+
+                def regular
+                    reject{|l| l.sku.is_other_charge? }
+                end
+
+                def product
+                    reject{|l| l.time_entry }
+                end
+
+                def time_entry
+                    select{|l| l.time_entry }
+                end
+
                 def from_pick_ticket!
                     proxy_association.owner.pick_ticket.lines.each do | line |
                         build({ pt_line: line, qty: line.qty_to_ship })
@@ -17,6 +33,14 @@ module Skr
                     end
                 end
 
+                def ea_qty
+                    if proxy_association.loaded?
+                        inject(0){ | sum, il | sum+(il.qty*il.uom_size) }
+                    else
+                        sum('qty*uom_size')
+                    end
+                end
+
             end
 
         end

data/lib/skr/concerns/is_sku_loc_line.rb

@@ -48,15 +48,14 @@ module Skr
 
                     if parent
                         before_create do
-                            self.position ||= ( self.send( parent ).lines.maximum(:position) || 0 ) + 1
+                            self.position ||= self.send( parent ).lines.max_by{|l|
+                                l.position || 0
+                            }.position.to_i + 1
                         end
                     end
-
                     export_methods :extended_price, :optional=>false
-
                 end
 
-
             end
 
         end

data/lib/skr/concerns/so_extensions.rb

@@ -5,6 +5,14 @@ module Skr
 
             module Lines
 
+                def other_charge
+                    select{|l| l.sku.is_other_charge? }
+                end
+
+                def regular
+                    reject{|l| l.sku.is_other_charge? }
+                end
+
                 def set_ship_qty
                     each{|l| l.qty_to_ship = l.qty }
                 end

data/lib/skr/concerns/visible_id_identifier.rb

@@ -11,7 +11,7 @@ module Skr
                 # setup the visible id to the next available #{Skr::SequentialId}
                 # @return [Integer] the assigned ID
                 def assign_visible_id!
-                    self.visible_id = Skr::SequentialId.next_for( self.class )
+                    self.visible_id ||= Skr::SequentialId.next_for( self.class )
                 end
             end
 

data/lib/skr/db/migration_helpers.rb

@@ -12,10 +12,8 @@ module Skr
             end
 
             def skr_visible_id
-                column( :visible_id, :integer,  :null=>false )
-                skr_extra_indexes['visible_id'] = {
-                    function: 'CAST(visible_id AS VARCHAR)'
-                }
+                column( :visible_id, :string,  :null=>false )
+                skr_extra_indexes['visible_id'] = {}
             end
 
             def skr_state

data/lib/skr/extension.rb

@@ -1,14 +1,16 @@
 require 'lanes/access/extension'
-
 module Skr
 
     class Extension < Lanes::Extensions::Definition
 
         identifier "skr"
-
+        title "Stockor"
         root_path Pathname.new(__FILE__).dirname.join("..","..").expand_path
 
-        components 'record-finder', 'select-field'
+        components 'record-finder', 'select-field', 'calendar'
+        client_js_aliases({
+            'SC' => 'window.Lanes.Skr.Components'
+        })
 
         def client_bootstrap_data(view)
             gl_accounts = Skr::GlAccount.all.as_json
@@ -17,10 +19,15 @@ module Skr
                     account = gl_accounts.detect{|gla|gla['number'] == number}
                     [code, account ? account['id'] : 0]
                 }],
-                gl_accounts: gl_accounts
+                gl_accounts: gl_accounts,
+                payment_terms: Skr::PaymentTerm.all.as_json,
+                locations: Skr::Location.all.as_json,
+                templates: Skr::Print::Template.as_json
             }
         end
 
     end
 
 end
+
+require 'skr'

data/lib/skr/handlers/fresh_books_import.rb

@@ -0,0 +1,20 @@
+require 'ruby-freshbooks'
+
+module Skr::Handlers
+
+    class FreshBooksImport
+
+        def self.handler
+            lambda do
+                resp = if data['stage'] == 'fetch'
+                           Skr::Jobs::FreshBooks::Retrieve.from_request(data)
+                       else
+                           Skr::Jobs::FreshBooks::Import.from_request(data)
+                       end
+               json_reply resp
+            end
+        end
+
+    end
+
+end

data/lib/skr/handlers/invoice_from_time_entries.rb

@@ -0,0 +1,49 @@
+module Skr
+    module Handlers
+        class InvoiceFromTimeEntries
+
+            def initialize(project_id, entry_ids, options = {})
+                @project = CustomerProject.find(project_id)
+                @entry_ids = entry_ids
+
+                @location = Location.default # should be set on project maybe?
+                @sku_loc = @project.sku.sku_locs.find_by(location: @location)
+                @options = options
+            end
+
+            def build_invoice
+                invoice = Invoice.new(
+                    customer_project: @project,
+                    customer: @project.customer,
+                    po_num: @options['po_num'] || @project.po_num,
+                    notes: @options['notes']
+                )
+                @entry_ids.each do | entry_id |
+                    entry = TimeEntry.find(entry_id)
+                    invoice.lines.build(
+                        time_entry: entry,
+                        sku_loc: @sku_loc,
+                        price: @project.rates['hourly'],
+                        description: entry.description,
+                        qty: ((entry.end_at - entry.start_at) / 1.hour)
+                    )
+                end
+                invoice
+            end
+
+
+            def self.handler
+                lambda do
+                    wrap_reply do
+                        builder = InvoiceFromTimeEntries.new(
+                            data['customer_project_id'], data['time_entry_ids'], data
+                        )
+                        invoice = builder.build_invoice
+                        std_api_reply :create, { invoice: invoice }, success: invoice.save
+                    end
+
+                end
+            end
+        end
+    end
+end

data/lib/skr/jobs/fresh_books/base.rb

@@ -0,0 +1,54 @@
+require 'ruby-freshbooks'
+
+module Skr
+    module Jobs
+        module FreshBooks
+
+            class Base < Lanes::Job
+                STEPS = %w{staff clients projects time_entries invoices}
+
+                attr_reader :fb
+                def resp_data_for_req_type(type, resp)
+                    if type == 'staff'
+                        data = resp['staff_members']
+                        data[type]=data.delete('member')
+                        data
+                    else
+                        resp[type.pluralize]
+                    end
+                end
+
+                def fetch_each(reqtype)
+                    Enumerator.new { | enum |
+                        page = last_page = 1
+                        while page <= last_page
+                            resp = fb.__send__(reqtype).list(per_page: 25, page: page)
+                            data = resp_data_for_req_type(reqtype, resp)
+                            last_page = data['pages'].to_i
+                            page += 1
+                            Array.wrap(data[reqtype]).each{|record|
+                                enum.yield record
+                            }
+                        end
+                    }
+                end
+
+
+                def process_each_type(account, token)
+                    @fb = ::FreshBooks::Client.new("#{account}.freshbooks.com", token)
+                    output = {}
+                    @ignored_ids ||= {}
+                    STEPS.each_with_index do | step, index |
+                        type = step.singularize
+                        output[step] = fetch_each( type ).map { | record |
+                            send("process_#{type}", record)
+                        }.reject(&:nil?)
+                        yield output, index
+                    end
+                    output
+                end
+
+            end
+        end
+    end
+end

data/lib/skr/jobs/fresh_books/import.rb

@@ -0,0 +1,151 @@
+require_relative 'base'
+
+module Skr::Jobs::FreshBooks
+
+    class Import < Base
+        def to_name(r)
+            [r['first_name'], r['last_name']].compact.join(' ')
+        end
+
+        def customer_for_fb_id(id)
+            code = @customer_codes[id]
+            if code
+                Skr::Customer.find_by_code(code)
+            else
+                Skr::Customer.where("options ->>'freshbooks_id' = ?", id).first
+            end
+        end
+
+
+        def is_ignored?(type, id)
+            @ignored_ids[type] && @ignored_ids[type].include?(id)
+        end
+
+        def get_user(staff_id)
+            if @user_mappings[staff_id]
+                Lanes::User.find(@user_mappings[staff_id])
+            else
+                Lanes::User.where("options ->>'freshbooks_id' = ?", staff_id).first
+            end
+        end
+
+        def process_client(r)
+            return nil if is_ignored?('clients',  r['client_id'])
+            code = @customer_codes[ r['client_id'] ]
+            return if code and Skr::Customer.find_by_code(code)
+            Skr::Customer.create(
+                code: code,
+                name: r['organization'], options: { freshbooks_id: r['client_id'] },
+                notes: r['notes'], credit_limit: r['credit'],
+                billing_address_attributes: {
+                    name: to_name(r),
+                    email: r['email'], phone: r['work_phone'] || r['mobile'] || r['home_phone'],
+                    line1: r['p_street1'], line2: r['p_street2'], city: r['p_city'],
+                    state: r['p_state'], postal_code: r['p_code']
+                },
+                shipping_address_attributes: {
+                    name: to_name(r),
+                    email: r['email'], phone: r['mobile'] || r['work_phone'] || r['home_phone'],
+                    line1: r['s_street1'], line2: r['s_street2'], city: r['s_city'],
+                    state: r['s_state'], postal_code: r['s_code']
+                }
+            )
+        end
+
+        def process_staff(r)
+            return nil if is_ignored?('staff',  r['staff_id']) or @user_mappings[r['staff_id']]
+            Lanes::User.create(
+                login: r['username'],
+                name: to_name(r),
+                password: 'password',
+                email: r['email'],
+                options: { freshbooks_id: r['staff_id'] },
+                role_names: ['workforce']
+            )
+        end
+
+        def process_project(r)
+            return nil if is_ignored?('projects',  r['project_id'])
+            Skr::CustomerProject.create(
+                name: r['name'], description: r['description'],
+                sku: Skr::Sku.find_by(code: 'LABOR'),
+                customer: customer_for_fb_id(r['client_id']),
+                options: { freshbooks_id: r['project_id'] },
+                rates: {"hourly": r['rate']},
+            )
+        end
+
+        def process_time_entry(r)
+            return nil if is_ignored?('time_entries',  r['time_entry_id'])
+            Skr::TimeEntry.create(
+                is_invoiced: r['billed'] == '1',
+                options: { freshbooks_id: r['time_entry_id'] },
+                customer_project: Skr::CustomerProject.where("options ->>'freshbooks_id' = ?", r['project_id']).first,
+                description: r['notes'],
+                start_at: DateTime.parse(r['date']) + 8.hours,
+                end_at:   DateTime.parse(r['date']) + 8.hours + r['hours'].to_i.hours,
+                lanes_user: get_user(r['staff_id'])
+            )
+        end
+
+        def process_invoice(r)
+            return nil if is_ignored?('invoices',  r['invoice_id'])
+
+            inv = Skr::Invoice.create(
+                visible_id: r['number'].sub(/^0+/,''),
+                options: { freshbooks_id: r['invoice_id'] },
+                customer: customer_for_fb_id(r['client_id']),
+                location: Skr::Location.default,
+                po_num: r['po_number'], notes: r['notes'],
+                invoice_date: DateTime.parse(r['date']),
+                terms: Skr::PaymentTerm.find_by(days: r['terms'].to_s[/\d+/, 0] || 30),
+                billing_address_attributes: {
+                    name: to_name(r),
+                    email: r['email'], phone: r['mobile'] || r['work_phone'] || r['home_phone'],
+                    line1: r['p_street1'], line2: r['p_street2'], city: r['p_city'],
+                    state: r['p_state'], postal_code: r['p_code']
+                },
+                lines_attributes: Array.wrap(r['lines']['line']).map { | l |
+                    is_time = 'Time' == l['type']
+                    if l['name'] or l['description'] # blank name == blank line
+                        sku = Skr::Sku.find_by(code: is_time ? 'LABOR' : 'MISC')
+                        invl = {
+                            sku_loc: sku.sku_locs.default,
+                            price: l['unit_cost'],
+                            description: l['description'],
+                            qty: l['quantity']
+                        }
+                        if l.has_key?('time_entries')
+                            invl['time_entry'] =
+                                Skr::TimeEntry.find_by("options ->>'freshbooks_id' = ?",
+                                                       l['time_entries']['time_entry']['time_entry_id'])
+                        end
+                        invl
+                    end
+                }.compact
+            )
+            if r['paid'].to_f > 0
+                inv.update_attributes(amount_paid: r['paid'])
+            end
+            inv
+        end
+
+        def perform(data)
+            @ignored_ids = data['ignored_ids'] || {}
+            @user_mappings = data['user_mappings'] || {}
+            @customer_codes = data['customer_codes'] || {}
+            Skr::Invoice.transaction do
+                process_each_type(data['domain'], data['api_key']) do | output, index |
+                    save_progress(output, (index+1).to_f / STEPS.length)
+                end
+            end
+            self
+        end
+
+        def self.from_request(req)
+            Lanes::Job.api_status_message self.perform_later(req)
+        end
+
+    end
+
+end

data/lib/skr/jobs/fresh_books/retrieve.rb

@@ -0,0 +1,62 @@
+require_relative 'base'
+
+module Skr::Jobs::FreshBooks
+
+    class Retrieve < Base
+
+        def process_client(rec)
+            rec.slice(*%w{ client_id organization first_name last_name})
+        end
+
+        def process_project(rec)
+            rec.slice(*%w{project_id name description})
+        end
+
+        def process_invoice(rec)
+            rec.slice(*%w{invoice_id client_id number amount po_number notes status})
+        end
+
+        def process_time_entry(rec)
+            if rec['billed'] == '1'
+                nil
+            else
+                rec.slice(*%w{ time_entry_id staff_id project_id hours date notes})
+            end
+        end
+
+        def process_staff(r)
+            r.slice(*%w{staff_id username first_name last_name email})
+        end
+
+        def perform(account, token)
+            process_each_type(account, token) do | output, index |
+                save_progress(output, (index+1).to_f / STEPS.length)
+            end
+            self
+        end
+
+        def self.from_request(req)
+            fb = ::FreshBooks::Client.new("#{req['domain']}.freshbooks.com", req['api_key'])
+            errors = nil
+            begin
+                # make a test api call to validate authentication
+                resp = fb.client.list(per_page: 1)
+                errors = {access: resp['error']} if resp['error']
+            rescue SocketError
+                errors = {network: 'Unable to resolve account'}
+            end
+            if errors
+                return {success: false, data: {}, errors: errors}
+            else
+                job = self.perform_later(req['domain'], req['api_key'])
+                return {
+                    success: true, message: 'Import Validation Started', data: {
+                        job: Lanes::Job.status_for_id(job.job_id)
+                    }
+                }
+            end
+
+        end
+    end
+
+end

data/lib/skr/model.rb

@@ -49,4 +49,9 @@ module Skr
     autoload :Vendor,               "skr/models/vendor"
     autoload :VoLine,               "skr/models/vo_line"
     autoload :Voucher,              "skr/models/voucher"
+    autoload :TimeEntry,            "skr/models/time_entry"
+    autoload :CustomerProject,      "skr/models/customer_project"
+    autoload :BankAccount,          "skr/models/bank_account"
+    autoload :PaymentCategory,      "skr/models/payment_category"
+    autoload :Payment,              "skr/models/payment"
 end