stockor 0.1.9 → 0.2

data/client/skr/screens/fresh-books-import/FreshBooksImport.cjsx

@@ -0,0 +1,31 @@
+##= require_self
+##= require ./Import
+##= require ./ApiInfo
+##= require ./ChooseRecords
+##= require ./ViewRecords
+
+class Skr.Screens.FreshBooksImport extends Skr.Screens.Base
+    modelForAccess: 'invoice'
+    getInitialState: -> isEditing: true
+    dataObjects:
+        import: ->
+            new Skr.Screens.FreshBooksImport.Import
+
+    JobStatus: ->
+        return null unless @import.job.isExecuting
+        message = if @import.stage is 'complete'
+            "Importing records from Fresh Books"
+        else
+            "Loading record summaries from Fresh Books"
+        <LC.JobStatus job={@import.job} onlyExecuting
+            message={message} />
+
+    render: ->
+        <LC.ScreenWrapper identifier="fresh-books-import">
+            <LC.ErrorDisplay model={@import} />
+
+            <Skr.Screens.FreshBooksImport.ApiInfo import={@import} />
+            <@JobStatus />
+            <Skr.Screens.FreshBooksImport.ChooseRecords import={@import} />
+            <Skr.Screens.FreshBooksImport.ViewRecords import={@import} />
+        </LC.ScreenWrapper>

data/client/skr/screens/fresh-books-import/Import.coffee

@@ -0,0 +1,52 @@
+class Skr.Screens.FreshBooksImport.Import extends Skr.Models.Base
+
+    modelTypeIdentifier: -> 'fresh-books-import'
+
+    props:
+        domain:      'string'
+        api_key:     'string'
+        stage:       {type: 'string', default: 'fetch'}
+        ignored_ids: 'object'
+        user_mappings: 'object'
+        customer_codes: 'object'
+
+    associations:
+        job: {model: 'Lanes.Models.JobStatus'}
+
+    hasPendingRecords: ->
+        @stage is 'fetch' and @hasRecords() and not @job?.isActive
+
+    hasImportedRecords: ->
+        @stage is 'complete' and @hasRecords() and not @job?.isActive
+
+    hasRecords: ->
+        not _.isEmpty(@job.data?.output)
+
+    recordTypes: ['clients', 'projects', 'invoices', 'time_entries', 'staff']
+
+    recordsForType: (type) ->
+        @job.data.output[type] || []
+
+    isComplete: ->
+        @stage is 'complete'
+
+    complete: ->
+        @ignored_ids = {}
+        for type in @recordTypes
+            @ignored_ids[type] = ids = []
+            idprop = _.singularize(type) + '_id'
+            for record in @recordsForType(type) when record.selected is false
+                ids.push(record[idprop])
+
+        @user_mappings = {}
+        for row in @recordsForType('staff')
+            if row.mapped_user_id
+                @user_mappings[row.staff_id] = row.mapped_user_id
+
+        @customer_codes = {}
+        for row in @recordsForType('clients')
+            if row.customer_code
+                @customer_codes[row.client_id] = row.customer_code
+
+        @stage = 'complete'
+        @save(excludeAssociations: true)

data/client/skr/screens/fresh-books-import/ViewRecords.cjsx

@@ -0,0 +1,96 @@
+# coffeelint: disable=max_line_length
+class Skr.Screens.FreshBooksImport.ViewRecords extends Lanes.React.Component
+    listenNetworkEvents: true
+    dataObjects:
+        import: 'props'
+        job: -> @props.import.job
+
+    getCustomer: (id) ->
+        _.find @import.recordsForType('clients'), (c) -> c.id is id
+
+    Staff: (props) ->
+        <BS.Table responsive striped bordered condensed hover>
+            <thead>
+                <tr>
+                    <th>Login</th><th>Name</th><th>Email</th>
+                </tr>
+            </thead>
+            <tbody>
+            {for row, i in props.records
+                <tr key={i}><td>{row.login}</td><td>{row.name}</td><td>{row.email}</td></tr>}
+            </tbody>
+        </BS.Table>
+
+    Clients: (props) ->
+        <BS.Table responsive striped bordered condensed hover>
+            <thead>
+                <tr><th>Code</th><th>Name</th><th>Notes</th></tr>
+            </thead>
+            <tbody>
+            {for row, i in props.records
+                cust = new Skr.Models.Customer(row)
+                <tr key={i}>
+                    <td><SC.CustomerLink customer={cust} /></td>
+                    <td>{row.name}</td><td>{row.notes}</td>
+                </tr>}
+            </tbody>
+        </BS.Table>
+
+    Projects: (props) ->
+        <BS.Table responsive striped bordered condensed hover>
+            <thead>
+                <tr><th>Code</th><th>Description</th><th>Customer</th></tr>
+            </thead>
+            <tbody>
+            {for row, i in props.records
+                <tr key={i}>
+                    <td>{row.code}</td><td>{row.description}</td>
+                    <td>{@getCustomer(row.customer_id)?.code}</td>
+                </tr>}
+            </tbody>
+        </BS.Table>
+
+    Invoices: (props) ->
+        <BS.Table responsive striped bordered condensed hover>
+            <thead>
+                <tr><th>ID</th><th>Customer</th><th>Date</th><th>Notes</th></tr>
+            </thead>
+            <tbody>
+            {for row, i in props.records
+                inv = new Skr.Models.Invoice(row)
+                <tr key={i}>
+                    <td><SC.InvoiceLink invoice={inv} /></td><td>{@getCustomer(row.customer_id)?.code}</td>
+                    <td>{row.invoice_date}</td><td>{row.notes}</td>
+                </tr>}
+            </tbody>
+        </BS.Table>
+
+    Time_entries: (props) ->
+        <BS.Table responsive striped bordered condensed hover>
+            <thead>
+                <tr><th>Start At</th><th>End At</th><th>Description</th></tr>
+            </thead>
+            <tbody>
+            {for row, i in props.records
+                <tr key={i}>
+                    <td>{row.start_at}</td><td>{row.end_at}</td>
+                    <td>{row.description}</td>
+                </tr>}
+            </tbody>
+        </BS.Table>
+
+
+    BlankTable: (props) ->
+        <span />
+
+    render: ->
+        return null unless @import.hasImportedRecords()
+
+        <h3>Import Success!</h3>
+        <BS.Tabs animation={false} defaultActiveKey={0}>
+        {for type, i in @import.recordTypes
+            TableType = @[_.capitalize(type)] || @BlankTable
+            <BS.Tab eventKey={i} key={i} title={_.titleize(type)} animation={false}>
+                <TableType type={type} records={@import.recordsForType(type)} />
+            </BS.Tab>}
+        </BS.Tabs>

data/client/skr/screens/fresh-books-import/index.js

@@ -0,0 +1 @@
+//= require ./FreshBooksImport

data/client/skr/screens/fresh-books-import/index.scss

@@ -0,0 +1,39 @@
+.fresh-books-import {
+    .domain .value {
+        margin-top: 15px;
+    }
+    .job-executing {
+        width: 80%;
+        margin: 80px auto;
+    }
+
+    .import-records {
+        .clients tbody tr td:last-child {
+            width: 130px;
+            input { width: 100%; }
+        }
+        .header {
+            display: flex;
+            flex-direction: row;
+            justify-content: space-between;
+            align-items: center;
+        }
+        h3 { margin: 0; }
+        td,th {
+            &:first-child {
+                width: 80px;
+                text-align: center;
+            }
+        }
+        .table-responsive {
+            overflow: visible;
+        }
+        table.staff {
+            td,th {
+                &:last-child {
+                    width: 200px;
+                }
+            }
+        }
+    }
+}

data/client/skr/screens/gl-accounts/GlAccounts.cjsx

@@ -0,0 +1,31 @@
+class Skr.Screens.GlAccounts extends Skr.Screens.Base
+
+    dataObjects:
+        account: ->
+            @loadOrCreateModel({
+                klass: Skr.Models.GlAccount,
+                prop: 'account', attribute: 'number'
+            })
+
+    getInitialState: ->
+        commands: new Skr.Screens.Commands(this, modelName: 'account', print: true)
+
+    render: ->
+        <LC.ScreenWrapper identifier="gl-accounts">
+            <SC.ScreenControls commands={@state.commands} />
+            <BS.Row>
+
+                <SC.GlAccountChooser sm=2 model={@account}
+                    commands={@state.commands}
+                    label='Number' name="number" editOnly finderField />
+
+                <LC.ToggleField sm=2 align='center' label="Active?"
+                    name="is_active" model={@account} />
+
+                <LC.Input sm=8 name="name" model={@account} />
+
+            </BS.Row>
+            <BS.Row>
+                <LC.Input type='textarea' sm=12 name="description" model={@account} />
+            </BS.Row>
+        </LC.ScreenWrapper>

data/client/skr/screens/gl-accounts/index.js

@@ -0,0 +1,5 @@
+//= require_tree .
+
+/*
+ Add additional requirement statements for other files that the screen uses
+*/

data/client/skr/screens/gl-transactions/GlTransactions.cjsx

@@ -0,0 +1,46 @@
+RenderPosting = (props) ->
+    contents = _.map props.value, (posting, i) ->
+        <span className='posting' key={i}>
+            {posting.account_number}
+            <SC.Currency amount={posting.amount} />
+        </span>
+    <div>{contents}</div>
+
+class Transactions extends Skr.Models.Base
+
+    query: new Lanes.Models.Query
+        title: 'Lines', src: Skr.Models.GlTransaction
+        syncOptions: { with: ['with_details'] }
+        fields: [
+            { id: 'id', visible: false }
+            { id: 'created_at', title: 'Date', format: Lanes.u.format.shartDate, fixedWidth: 100 }
+            { id: 'debit_details',  title: 'Debit',  component: RenderPosting }
+            { id: 'credit_details', title: 'Credit', component: RenderPosting }
+            { id: 'source_type', fixedWidth: 180  }
+            { id: 'description' }
+        ]
+
+    associations:
+        account: { model: "GlAccount" }
+
+    events:
+        'change:account': 'onAccountChange'
+
+    onAccountChange: (account) ->
+        acct_num = if @account?.number then "#{@account.number}%" else ''
+        @query.syncOptions = { with: { with_details: acct_num } }
+        @query.results.reload()
+
+class Skr.Screens.GlTransactions extends Skr.Screens.Base
+
+    modelForAccess: 'gl-transaction'
+
+    dataObjects:
+        transactions: -> new Transactions(account: @props.account)
+
+    render: ->
+        <LC.ScreenWrapper flexVertical identifier="gl-transactions">
+            <h3>GL Transactions</h3>
+            <SC.GlAccountChooser model={@transactions} name='account' editOnly sm={4} />
+            <LC.Grid query={@transactions.query} />
+        </LC.ScreenWrapper>

data/client/skr/screens/gl-transactions/index.js

@@ -0,0 +1 @@
+//=require ./GlTransactions

data/client/skr/screens/gl-transactions/index.scss

@@ -0,0 +1,12 @@
+.gl-transactions {
+
+    .grid-body {
+
+        .posting {
+            & + .posting { margin-left: 3px; }
+            padding: 3px;
+            background-color: lightGrey;
+            border-radius: 4px;
+        }
+    }
+}

data/client/skr/screens/invoice/Invoice.cjsx

@@ -0,0 +1,92 @@
+##= require_self
+##= require ./Payment
+
+class Skr.Screens.Invoice extends Skr.Screens.Base
+
+    syncOptions:
+        with: [ 'with_details' ]
+        include: [ 'sales_order', 'billing_address', 'shipping_address', 'lines'   ]
+
+    dataObjects:
+        invoice: ->
+            @loadOrCreateModel({
+                syncOptions: @syncOptions, klass: Skr.Models.Invoice,
+                prop: 'invoice', attribute: 'visible_id'
+            })
+
+    getInitialState: ->
+        commands: new Skr.Screens.Commands(this, modelName: 'invoice', print: true)
+
+    setSalesOrder: (so) -> @invoice.setFromSalesOrder(so)
+    onPayment: -> @invoice.save()
+
+    getPayment: ->
+        @context.viewport.displayModal
+            title: "Accept Payment", autoHide: true, size: 'sm', onOk: @onPayment,
+            body: =>
+                <Skr.Screens.Invoice.Payment invoice={@invoice} />
+
+    PaymentButton: ->
+        return null if @invoice.isNew() or @invoice.isPaidInFull()
+        <SC.ToolbarButton onClick={@getPayment}>
+            <LC.Icon type="money" />Payment
+        </SC.ToolbarButton>
+
+    shouldSaveLinesImmediately: ->
+        not @invoice.isNew()
+
+    render: ->
+        <LC.ScreenWrapper identifier="invoice" flexVertical>
+
+            <SC.ScreenControls commands={@state.commands}>
+                <@PaymentButton />
+            </SC.ScreenControls>
+
+            <BS.Row>
+                <SC.InvoiceFinder ref='finder' editOnly sm=2 xs=3
+                    model={@invoice} commands={@state.commands}
+                    syncOptions={@syncOptions} />
+
+                <SC.SalesOrderFinder autoFocus={false} sm=2 xs=3 editOnly={false}
+                    onModelSet={@setSalesOrder} associationName='sales_order'
+                    syncOptions={@syncOptions} parentModel={@invoice} />
+
+                <SC.CustomerFinder
+                    selectField sm=3 xs=6 model={@invoice} />
+
+                <SC.TermsChooser model={@invoice} sm=3 xs=6 />
+
+                <LC.DisplayValue sm=2 xs=4
+                    name='state' model={@invoice} />
+            </BS.Row>
+            <BS.Row>
+                <LC.Input name='po_num' model={@invoice} sm=3 xs=6 />
+
+                <LC.DateTime name='invoice_date' format='ddd, MMM Do YYYY'
+                    sm=3 model={@invoice} />
+
+                <SC.PrintFormChooser label="Print Form" sm=3 xs=4 model={@invoice} />
+
+                <SC.LocationChooser sm=3 xs=4
+                    label='Src Location' model={@invoice} />
+            </BS.Row>
+
+            <BS.Row>
+               <LC.Input sm=12 type='textarea' name="notes" model={@invoice} />
+            </BS.Row>
+
+            <BS.Row>
+                <LC.FieldSet sm=12 title="Address" expanded={@invoice.isNew()}>
+                    <SC.Address lg=6 title="Billing"
+                        model={@invoice.billing_address}  />
+                    <SC.Address lg=6 title="Shipping"
+                        model={@invoice.shipping_address} />
+                </LC.FieldSet>
+            </BS.Row>
+
+            <SC.SkuLines location={@invoice.location}
+                saveImmediately={@shouldSaveLinesImmediately}
+                commands={@state.commands} lines={@invoice.lines} />
+
+            <SC.TotalsLine model={@invoice} />
+        </LC.ScreenWrapper>

data/client/skr/screens/invoice/Payment.cjsx

@@ -0,0 +1,28 @@
+class Skr.Screens.Invoice.Payment extends Lanes.React.Component
+
+    dataObjects:
+        invoice: 'props'
+
+    componentDidMount: ->
+        @invoice.amount_paid = @invoice.open_amount
+
+    onEnter: -> @props.modal.onButton()
+
+    render: ->
+        <LC.ScreenWrapper identifier="payment">
+            <BS.Row>
+
+                <LC.DisplayValue name='total' getValue={->
+                    _.sprintf('%0.2f', Number(@total))
+                } model={@invoice} align='right' />
+
+                <LC.DisplayValue name='prev_amount_paid' label='Amount Paid' getValue={->
+                    _.sprintf('%0.2f', Number(@prev_amount_paid))
+                } model={@invoice} align='right' />
+
+                <LC.Input label='Amount' editOnly autoFocus getValue={->
+                    _.sprintf('%0.2f', Number(@amount_paid))
+                } onEnter={@onEnter} name='amount_paid' align='right' model={@invoice} />
+
+            </BS.Row>
+        </LC.ScreenWrapper>

data/client/skr/screens/invoice/index.js

@@ -0,0 +1,5 @@
+//= require_tree .
+
+/*
+ Add additional requirement statements for other files that the screen uses
+*/

data/client/skr/screens/locations/Locations.cjsx

@@ -0,0 +1,31 @@
+class Skr.Screens.Locations extends Skr.Screens.Base
+
+    syncOptions:
+        include: [ 'address' ]
+
+    dataObjects:
+        location: ->
+            @loadOrCreateModel({
+                syncOptions: @syncOptions, klass: Skr.Models.Location
+                prop: 'location', attribute: 'code'
+            })
+
+    getInitialState: ->
+        commands: new Skr.Screens.Commands(this, modelName: 'location')
+
+    render: ->
+        <LC.ScreenWrapper identifier="locations">
+            <SC.ScreenControls commands={@state.commands} />
+            <BS.Row>
+                <SC.LocationChooser label='Code' editOnly displayFinder
+                    commands={@state.commands} model={@location} name="code" />
+                <LC.Input sm=6 name='name' model={@location} />
+            </BS.Row>
+            <BS.Row>
+                <LC.ImageSaver label='Logo' sm=3 model={@location} name='logo' />
+            </BS.Row>
+            <BS.Row>
+                <SC.Address lg=6 model={@location.address}  />
+            </BS.Row>
+
+        </LC.ScreenWrapper>

data/client/skr/screens/locations/index.js

@@ -0,0 +1,5 @@
+//= require_tree .
+
+/*
+ Add additional requirement statements for other files that the screen uses
+*/

data/client/skr/screens/payment-category/PaymentCategory.cjsx

@@ -0,0 +1,28 @@
+class Skr.Screens.PaymentCategory extends Skr.Screens.Base
+
+    dataObjects:
+        category: ->
+            @loadOrCreateModel({
+                klass: Skr.Models.PaymentCategory
+                prop: 'category', attribute: 'code'
+            })
+
+    getInitialState: ->
+        commands: new Skr.Screens.Commands(this, modelName: 'category')
+
+    render: ->
+        <LC.ScreenWrapper identifier="payment-category">
+            <SC.ScreenControls commands={@state.commands} />
+            <BS.Row>
+
+                <SC.PaymentCategoryFinder name='code'
+                    commands={@state.commands} model={@category} />
+
+                <LC.Input sm=9 name='name' model={@category} />
+
+                <SC.GlAccountChooser sm=3 label="GL Account"
+                    name="gl_account" model={@category} />
+
+            </BS.Row>
+
+        </LC.ScreenWrapper>

data/client/skr/screens/payment-category/index.js

@@ -0,0 +1,5 @@
+//= require_tree .
+
+/*
+ Add additional requirement statements for other files that the screen uses
+*/

data/client/skr/screens/payment-category/index.scss

@@ -0,0 +1,9 @@
+/*
+ You should remove this file if your screen does not use any custom styles
+
+ Otherwise Lanes will continue to fetch an empty file whenever
+ the screen is displayed
+*/
+.payment-category {
+
+}

data/client/skr/screens/payment-terms/PaymentTerms.cjsx

@@ -0,0 +1,28 @@
+class Skr.Screens.PaymentTerms extends Skr.Screens.Base
+
+    dataObjects:
+        term: ->
+            @loadOrCreateModel({
+                klass: Skr.Models.PaymentTerm
+                prop: 'term', attribute: 'code'
+            })
+
+    getInitialState: ->
+        commands: new Skr.Screens.Commands(this, modelName: 'term')
+
+    render: ->
+        <LC.ScreenWrapper identifier="payment-terms">
+            <SC.ScreenControls commands={@state.commands} />
+            <BS.Row>
+                <SC.TermsChooser useFinder ref='finder' name='code'
+                    sm=3 autoFocus editOnly model={@term}
+                    commands={@state.commands} />
+
+                <LC.Input sm=9 name='description' model={@term} />
+            </BS.Row>
+            <BS.Row>
+                <LC.NumberInput sm=2 name='days' format='##' model={@term} />
+                <LC.NumberInput sm=2 name='discount_days' format='##' model={@term} />
+                <LC.Input sm=2 name='discount_amount' model={@term} />
+            </BS.Row>
+        </LC.ScreenWrapper>

data/client/skr/screens/payment-terms/index.js

@@ -0,0 +1,5 @@
+//= require_tree .
+
+/*
+ Add additional requirement statements for other files that the screen uses
+*/

data/client/skr/screens/payment-terms/index.scss

@@ -0,0 +1,9 @@
+/*
+ You should remove this file if your screen does not use any custom styles
+
+ Otherwise Lanes will continue to fetch an empty file whenever
+ the screen is displayed
+*/
+.payment-terms {
+
+}

data/client/skr/screens/payments/Payments.cjsx

@@ -0,0 +1,59 @@
+class Skr.Screens.Payments extends Skr.Screens.Base
+
+    syncOptions:
+        include: [ 'address', 'bank_account', 'category', 'vendor' ]
+
+    dataObjects:
+        payment: ->
+            @loadOrCreateModel({
+                syncOptions: @syncOptions
+                klass: Skr.Models.Payment
+                prop: 'payment', attribute: 'visible_id'
+            })
+
+        query: ->
+            new Lanes.Models.Query({
+                syncOptions: @syncOptions
+                src: Skr.Models.Payment, fields: [
+                    {id:'id',   visible: false}
+                    {id:'visible_id', label: 'Payment ID', fixedWidth: 130 },
+                    {id:'name', flex: 1}
+                    {
+                        id:'amount',  fixedWidth: 120, textAlign: 'right',
+                        format: Lanes.u.format.currency
+                    }
+                ]
+            })
+
+    getInitialState: ->
+        commands: new Skr.Screens.Commands(this, modelName: 'payment')
+
+    render: ->
+        <LC.ScreenWrapper identifier="payments">
+            <SC.ScreenControls commands={@state.commands} />
+            <BS.Row>
+                <LC.RecordFinder ref="finder" sm=3 autoFocus
+                    commands={@state.commands} model={@category}
+                    label='Payment ID' name='visible_id' model={@payment} query={@query}
+                />
+                <SC.BankAccountFinder smOffset=1 selectField name='bank_account'
+                    model={@payment} />
+                <SC.PaymentCategoryFinder selectField name='category' labelField='code'
+                    model={@payment} />
+                <LC.DateTime smOffset=1 name='date' format='ddd, MMM Do YYYY'
+                    sm=3 model={@payment} />
+            </BS.Row>
+            <BS.Row>
+                <SC.VendorFinder sm=2 selectField
+                    syncOptions={include:['billing_address']} model={@payment} />
+                <LC.Input sm=6 name="name" model={@payment} />
+                <LC.NumberInput smOffset=1 sm=3 name="amount" align='right' model={@payment} />
+            </BS.Row>
+            <BS.Row>
+                <LC.Input type='textarea' smOffset=2 sm=6 name="address" model={@payment} />
+            </BS.Row>
+            <BS.Row>
+               <LC.Input sm=12 name="notes" model={@payment} />
+            </BS.Row>
+
+        </LC.ScreenWrapper>

data/client/skr/screens/payments/index.js

@@ -0,0 +1,5 @@
+//= require_tree .
+
+/*
+ Add additional requirement statements for other files that the screen uses
+*/