stockor 0.1.9 → 0.2

data/config/screens.rb

@@ -1,49 +1,164 @@
+Lanes::Screen.define_group 'accounting' do | group |
+    group.title       = "Accounting"
+    group.description = "Accounting functions"
+    group.icon        = "line-chart"
+end
+
 Lanes::Screen.define_group 'maint' do | group |
     group.title       = "Maintenance"
     group.description = "Maintain records"
     group.icon        = "pencil-square"
 end
+
 Lanes::Screen.define_group 'customer' do | group |
     group.title       = "Customer"
     group.description = "Customer records"
     group.icon        = "heart"
 end
-Lanes::Screen.for_extension 'Skr' do | screens |
+
+Lanes::Screen.for_extension 'skr' do | screens |
+    # System Settings
+    screens.define "locations" do | screen |
+        screen.title       = "Locations"
+        screen.description = ""
+        screen.icon        = "globe"
+        screen.group_id    = "system-settings"
+        screen.model_class = "Location"
+        screen.view_class  = "Locations"
+    end
+    screens.define "fresh-books-import" do | screen |
+        screen.title       = "Fresh Books Import"
+        screen.description = ""
+        screen.icon        = "cloud-download"
+        screen.group_id    = "system-settings"
+        screen.model_class = "Invoice"
+        screen.view_class  = "FreshBooksImport"
+    end
+
+    ## ACCOUNTING GROUP
+    screens.define "time-invoicing" do | screen |
+        screen.title       = "Time Invoicing"
+        screen.description = ""
+        screen.icon        = "hourglass"
+        screen.group_id    = "accounting"
+        screen.model_class = "Invoice"
+        screen.model_access = "write"
+        screen.view_class  = "TimeInvoicing"
+    end
+    screens.define "payments" do | screen |
+        screen.title       = "Payments"
+        screen.description = ""
+        screen.icon        = "file-text-o"
+        screen.group_id    = "accounting"
+        screen.model_class = "Payment"
+        screen.view_class  = "Payments"
+    end
+    screens.define "bank-maint" do | screen |
+        screen.title       = "Bank Maint"
+        screen.description = ""
+        screen.icon        = "bank"
+        screen.group_id    = "accounting"
+        screen.model_class = "BankAccount"
+        screen.view_class  = "BankMaint"
+    end
+    screens.define "payment-terms" do | screen |
+        screen.title       = "Payment Terms"
+        screen.description = ""
+        screen.icon        = "money"
+        screen.group_id    = "accounting"
+        screen.model_access = "write"
+        screen.model_class = "PaymentTerm"
+        screen.view_class  = "PaymentTerms"
+    end
+    screens.define "payment-category" do | screen |
+        screen.title       = "Payment Categories"
+        screen.description = ""
+        screen.icon        = "object-group"
+        screen.group_id    = "accounting"
+        screen.model_class = "PaymentCategory"
+        screen.view_class  = "PaymentCategory"
+    end
+    screens.define "chart-of-accounts" do | screen |
+        screen.title       = "Chart Of Accounts"
+        screen.description = ""
+        screen.icon        = "list-alt"
+        screen.group_id    = "accounting"
+        screen.model_class = "GlTransaction"
+        screen.view_class  = "ChartOfAccounts"
+    end
+    screens.define "gl-transactions" do | screen |
+        screen.title       = "Gl Transactions"
+        screen.description = ""
+        screen.icon        = "balance-scale"
+        screen.group_id    = "accounting"
+        screen.model_class = "GlTransaction"
+        screen.view_class  = "GlTransactions"
+    end
+    screens.define "customer-projects" do | screen |
+        screen.title       = "Customer Projects"
+        screen.description = ""
+        screen.icon        = "briefcase"
+        screen.group_id    = "accounting"
+        screen.model_access = "write"
+        screen.model_class = "Invoice"
+        screen.view_class  = "CustomerProjects"
+    end
+    screens.define "gl-accounts" do | screen |
+        screen.title       = "Gl Accounts"
+        screen.description = ""
+        screen.icon        = "archive"
+        screen.model_access = "write"
+        screen.group_id    = "accounting"
+        screen.model_class = "GlAccount"
+        screen.view_class  = "GlAccounts"
+    end
+
+    # MAINT GROUP
+    screens.define "sku-maint" do | screen |
+        screen.title       = "SKU Maintenance"
+        screen.icon        = "archive"
+        screen.group_id    = "maint"
+        screen.model_class = "Sku"
+        screen.view_class  = "SkuMaint"
+    end
     screens.define "customer-maint" do | screen |
         screen.title       = "Customer Maintenance"
         screen.icon        = "heartbeat"
         screen.group_id    = "maint"
         screen.model_class = "Customer"
         screen.view_class  = "CustomerMaint"
-        screen.js          = 'customer-maint.js'
-        screen.css         = 'customer-maint.css'
-    end
-    # screens.define "sku-maint" do | screen |
-    #     screen.title       = "SKU Maintenance"
-    #     screen.icon        = "archive"
-    #     screen.group_id    = "maint"
-    #     screen.model_class = "Sku"
-    #     screen.view_class  = "SkuMaint"
-    #     screen.js          = "sku-maint.js"
-    #     screen.css         = "sku-maint.css"
-    # end
-    # screens.define "vendor-maint" do | screen |
-    #     screen.title       = "Vendor Maintenance"
-    #     screen.icon        = "truck"
-    #     screen.group_id    = "maint"
-    #     screen.model_class = "Vendor"
-    #     screen.view_class  = "Skr.Screens.VendorMaint"
-    #     screen.js          = "vendor-maint.js"
-    #     screen.css         = "vendor-maint.css"
-    # end
-    # screens.define "sales-order" do | screen |
-    #     screen.title       = "Sales Order"
-    #     screen.description = ""
-    #     screen.icon        = "shopping-cart"
-    #     screen.group_id    = "customer"
-    #     screen.model_class = "SalesOrder"
-    #     screen.view_class  = "Skr.Screens.SalesOrder"
-    #     screen.js          = "sales-order.js"
-    #     screen.css         = "sales-order.css"
-    # end
+    end
+    screens.define "vendor-maint" do | screen |
+        screen.title       = "Vendor Maintenance"
+        screen.icon        = "truck"
+        screen.group_id    = "maint"
+        screen.model_class = "Vendor"
+        screen.view_class  = "VendorMaint"
+    end
+
+    # CUSTOMER
+    screens.define "sales-order" do | screen |
+        screen.title       = "Sales Order"
+        screen.description = ""
+        screen.icon        = "shopping-cart"
+        screen.group_id    = "customer"
+        screen.model_class = "SalesOrder"
+        screen.view_class  = "SalesOrder"
+    end
+    screens.define "invoice" do | screen |
+        screen.title       = "Invoice"
+        screen.description = "Invoices"
+        screen.icon        = "money"
+        screen.group_id    = "customer"
+        screen.model_class = "Invoice"
+        screen.view_class  = "Invoice"
+    end
+    screens.define "time-tracking" do | screen |
+        screen.title       = "Time Tracking"
+        screen.description = ""
+        screen.icon        = "hourglass-start"
+        screen.group_id    = "customer"
+        screen.model_class = "TimeEntry"
+        screen.view_class  = "TimeTracking"
+    end
 end

data/db/migrate/20140202194700_create_skr_gl_transaction_details.rb

@@ -0,0 +1,35 @@
+require 'skr/db/migration_helpers'
+
+class CreateSkrGlTransactionDetails < ActiveRecord::Migration
+
+    def up
+        execute <<-EOS
+        create view #{skr_prefix}gl_transaction_details as
+          select
+            glt.id as gl_transaction_id,
+            to_char(glt.created_at,'YYYY-MM-DD') as transaction_date,
+            pr.period as accounting_period,
+            pr.year as accounting_year,
+            ( select array_agg(account_number) from
+              skr_gl_postings where gl_transaction_id=glt.id ) as account_numbers,
+            ( select array_to_json(array_agg(row_to_json(postings))) from (
+                select account_number, amount
+                from skr_gl_postings
+                where gl_transaction_id=glt.id and is_debit='t')
+              postings) as debit_details,
+            ( select array_to_json(array_agg(row_to_json(postings))) from (
+                select account_number, amount
+                from skr_gl_postings
+                where gl_transaction_id=glt.id and is_debit='f')
+              postings) as credit_details
+         from #{skr_prefix}gl_transactions glt
+           join #{skr_prefix}gl_periods pr on pr.id = glt.period_id
+
+        EOS
+    end
+
+    def down
+        execute "drop view #{skr_prefix}gl_transaction_details"
+    end
+
+end

data/db/migrate/20140220031800_create_skr_locations.rb

@@ -12,6 +12,8 @@ class CreateSkrLocations < ActiveRecord::Migration
                        default: Skr.config.default_branch_code,
                        null: false,
                        limit: 2
+            t.string   "logo"
+            t.jsonb    "options"
             t.skr_track_modifications
           end
 

data/db/migrate/20140220190836_create_skr_vendors.rb

@@ -9,6 +9,7 @@ class CreateSkrVendors < ActiveRecord::Migration
             t.skr_reference :terms,               null: false, to_table: :payment_terms
             t.skr_reference :gl_payables_account, null: false, to_table: :gl_accounts
             t.skr_reference :gl_freight_account,  null: false, to_table: :gl_accounts
+            t.skr_currency  :open_balance,        default: 0.0
             t.string   "code",                    null: false
             t.string   "hash_code",               null: false
             t.string   "name",                    null: false

data/db/migrate/20140220203029_create_skr_customers.rb

@@ -2,7 +2,6 @@ require 'skr/db/migration_helpers'
 
 class CreateSkrCustomers < ActiveRecord::Migration
     def change
-
         create_skr_table "customers" do |t|
             t.skr_code_identifier
             t.skr_reference :billing_address,        null: false, to_table: :addresses
@@ -11,11 +10,13 @@ class CreateSkrCustomers < ActiveRecord::Migration
             t.skr_reference :gl_receivables_account, null: false, to_table: :gl_accounts
             t.skr_currency :credit_limit,            default: 0.0
             t.skr_currency :open_balance,            default: 0.0
+            t.boolean  "is_tax_exempt",              null: false, default: false
             t.string   "hash_code",                  null: false
             t.string   "name",                       null: false
             t.text     "notes"
             t.text     "website"
-            t.hstore   "options", default: {}
+            t.jsonb    "options"
+            t.jsonb    "forms"
             t.skr_track_modifications
         end
     end

data/db/migrate/20140224034759_create_skr_skus.rb

@@ -10,9 +10,8 @@ class CreateSkrSkus < ActiveRecord::Migration
             t.string   "default_uom_code",      null: false
             t.string   "code",                  null: false
             t.string   "description",           null: false
-            t.boolean  "is_other_charge",       null: false, default: false
-            t.boolean  "does_track_inventory",  null: false, default: false
-            t.boolean  "can_backorder",         null: false, default: false
+            t.boolean :is_discontinued, :is_other_charge, :does_track_inventory, :can_backorder,
+                      null: false, default: false
             t.skr_track_modifications
         end
 

data/db/migrate/20140322223912_create_skr_sales_orders.rb

@@ -1,8 +1,8 @@
 require 'skr/db/migration_helpers'
 
 class CreateSkrSalesOrders < ActiveRecord::Migration
-    def change
 
+    def change
         create_skr_table "sales_orders" do |t|
             t.skr_visible_id
             t.skr_state
@@ -11,16 +11,17 @@ class CreateSkrSalesOrders < ActiveRecord::Migration
             t.skr_reference :shipping_address, to_table: 'addresses'
             t.skr_reference :billing_address,  to_table: 'addresses'
             t.skr_reference :terms,            to_table: 'payment_terms'
+            t.boolean  "is_tax_exempt",        null: false, default: false
             t.date     "order_date",           null: false
             t.boolean  "is_revised",           null: false, default: false
             t.string   "hash_code",            null: false
             t.boolean  "ship_partial",         null: false, default: false
             t.string   "po_num"
             t.text     "notes"
-            t.hstore   "options", default: {}
+            t.string   "form"
+            t.jsonb    "options", default: {}
             t.skr_track_modifications
         end
-
     end
 
 end

data/db/migrate/20140322223920_create_skr_so_lines.rb

@@ -12,12 +12,11 @@ class CreateSkrSoLines < ActiveRecord::Migration
             t.string   "uom_code",        null: false
             t.integer  "uom_size",        null: false, limit: 2
             t.integer  "position",        null: false, limit: 2
-            t.integer  "qty",             null: false, default: 0
-            t.integer  "qty_allocated",   null: false, default: 0
-            t.integer  "qty_picking",     null: false, default: 0
-            t.integer  "qty_invoiced",    null: false, default: 0
-            t.integer  "qty_canceled",    null: false, default: 0
+            t.decimal  "qty",             null: false, precision: 15, scale: 2
+            t.decimal  "qty_allocated", "qty_picking", "qty_picking",
+                       "qty_invoiced", "qty_canceled", null: false, default: 0, precision: 15, scale: 2
             t.boolean  "is_revised",      null: false, default: false
+            t.jsonb    "options"
             t.skr_track_modifications
           end
 

data/db/migrate/20140323001446_create_so_details_view.rb

@@ -2,13 +2,14 @@ require 'skr/db/migration_helpers'
 
 class CreateSoDetailsView < ActiveRecord::Migration
     def up
+        fk = "#{skr_prefix}sales_order_id"
         execute <<-EOS.squish
-            create view #{skr_prefix}so_amount_details as
-                select so.id as sales_order_id,
+            create view #{skr_prefix}so_details as
+              select so.id as #{fk},
                 to_char(so.order_date,'YYYY-MM-DD') as string_order_date,
                 cust.code as customer_code, cust.name as customer_name,
                 addr.name as bill_addr_name,
-                coalesce( ttls.total,0.0 ) as total,
+                coalesce( ttls.total,0.0 ) as order_total,
                 coalesce( ttls.num_lines, 0 ) as num_lines,
                 coalesce( ttls.other_charge_total, 0 ) as total_other_charge_amount,
                 coalesce( ttls.tax_charge_total, 0 ) as total_tax_amount,
@@ -36,7 +37,8 @@ class CreateSoDetailsView < ActiveRecord::Migration
 
         execute <<-EOS.squish
             create view #{skr_prefix}so_allocation_details as
-              select sales_order_id, count(*) as number_of_lines, sum(sol.qty_allocated*price) as allocated_total,
+              select sales_order_id as #{fk},
+                 count(*) as number_of_lines, sum(sol.qty_allocated*price) as allocated_total,
                  sum( case when sol.qty_allocated  - sol.qty_canceled - sol.qty_picking > 0 then 1 else 0 end )
                    as number_of_lines_allocated,
                  sum( case when sol.qty_allocated = (sol.qty - sol.qty_canceled - sol.qty_picking)
@@ -57,7 +59,7 @@ class CreateSoDetailsView < ActiveRecord::Migration
               date_trunc('day', (current_date - days_ago)) as day,
               coalesce( ttls.order_count, 0 ) as order_count,
               coalesce( ttls.line_count, 0  ) as line_count,
-              coalesce(ttls.total,0.0) as total
+              coalesce(ttls.total,0.0) as line_total
               from generate_series(0, 120, 1) as days_ago
               left join (
                  select

data/db/migrate/20140327202209_create_skr_pt_lines.rb

@@ -14,8 +14,8 @@ class CreateSkrPtLines < ActiveRecord::Migration
             t.string   "bin",             null: true
             t.integer  "uom_size",        null: false, limit: 2
             t.integer  "position",        null: false, limit: 2
-            t.integer  "qty",             null: false, default: 0
-            t.integer  "qty_invoiced",    null: false, default: 0
+            t.decimal  "qty",             null: false, precision: 15, scale: 2
+            t.integer  "qty_invoiced",    null: false, default: 0, precision: 15, scale: 2
             t.boolean  "is_complete",     null: false, default: false
         end
 

data/db/migrate/20140327214000_create_customer_project.rb

@@ -0,0 +1,16 @@
+require 'skr/db/migration_helpers'
+
+class CreateCustomerProject < ActiveRecord::Migration
+    def change
+        create_skr_table :customer_projects do |t|
+            t.skr_code_identifier
+            t.text :name, :description, :po_num
+            t.skr_reference :sku,      single: true
+            t.skr_reference :customer, single: true
+            t.string :invoice_form
+            t.jsonb :rates
+            t.jsonb :options
+            t.timestamps null: false
+        end
+    end
+end

data/db/migrate/20140327223002_create_time_entries.rb

@@ -0,0 +1,17 @@
+require 'skr/db/migration_helpers'
+
+class CreateTimeEntries < ActiveRecord::Migration
+    def change
+        create_skr_table :time_entries do |t|
+            t.skr_reference :customer_project, single: true
+            t.references    :lanes_user,  null: false, index: true, foreign_key: true
+            t.boolean       :is_invoiced, null: false, default: false
+            t.jsonb         :options,     null: false, default:  {}
+            t.datetime      :start_at,    null: false
+            t.datetime      :end_at,      null: false
+            t.text          :description, null: false
+            t.skr_track_modifications
+        end
+
+    end
+end

data/db/migrate/20140327224000_create_skr_invoices.rb

@@ -9,15 +9,19 @@ class CreateSkrInvoices < ActiveRecord::Migration
             t.skr_reference :terms,            to_table: 'payment_terms'
             t.skr_reference :customer,         single: true
             t.skr_reference :location,         single: true
+            t.skr_reference :customer_project, single: true, null: true
             t.skr_reference :sales_order,      single: true, null: true
             t.skr_reference :pick_ticket,      single: true, null: true
             t.skr_reference :shipping_address, to_table: 'addresses'
             t.skr_reference :billing_address,  to_table: 'addresses'
             t.skr_currency  :amount_paid,      null: false, default: 0.0
+            t.boolean  "is_tax_exempt",        null: false, default: false
             t.string   "hash_code",            null: false
             t.date     "invoice_date",         null: false
             t.string   "po_num"
-            t.hstore   "options", default: {}
+            t.text     "notes"
+            t.string   "form"
+            t.jsonb    "options"
             t.skr_track_modifications
         end
     end

data/db/migrate/20140327224002_create_skr_inv_lines.rb

@@ -8,14 +8,16 @@ class CreateSkrInvLines < ActiveRecord::Migration
             t.skr_reference :sku_loc,     null: false, single: true
             t.skr_reference :pt_line,     null: true, single: true
             t.skr_reference :so_line,     null: true, single: true
+            t.skr_reference :time_entry,  null: true, single: true
             t.skr_currency  :price,       null: false
             t.string   "sku_code",        null: false
             t.string   "description",     null: false
             t.string   "uom_code",        null: false
             t.integer  "uom_size",        null: false, limit: 2
             t.integer  "position",        null: false, limit: 2
-            t.integer  "qty",             null: false
+            t.decimal  "qty",             null: false, precision: 15, scale: 2
             t.boolean  "is_revised",      null: false, default: false
+            t.jsonb    "options"
             t.skr_track_modifications
         end
     end

data/db/migrate/20140422024010_create_skr_inv_details_view.rb

@@ -13,7 +13,7 @@ class CreateSkrInvDetailsView < ActiveRecord::Migration
            to_char(inv.created_at,'YYYY-MM-DD')  as string_invoice_date,
            cust.code as customer_code, cust.name as customer_name,
            ba.name as bill_addr_name,
-           coalesce( ttls.total,0.0 ) as total,
+           coalesce( ttls.total,0.0 ) as invoice_total,
            coalesce( ttls.num_lines, 0 ) as num_lines,
            coalesce( ttls.other_charge_total, 0 ) as total_other_charge_amount,
            coalesce( ttls.total,0.0 ) - coalesce( ttls.other_charge_total, 0.0 ) as subtotal_amount

data/db/migrate/20151121211323_create_customer_project_details_views.rb

@@ -0,0 +1,31 @@
+require 'skr/db/migration_helpers'
+
+class CreateCustomerProjectDetailsViews < ActiveRecord::Migration
+
+    def up
+        execute <<-EOS
+        create view #{view} as
+          select
+            cp.id as skr_customer_project_id,
+            c.code as customer_code,
+            c.name as customer_description,
+            s.code as sku_code,
+            s.description as sku_description
+
+          from #{skr_prefix}customer_projects cp
+            join #{skr_prefix}skus s on s.id=cp.sku_id
+            join #{skr_prefix}customers c on c.id=cp.customer_id
+        EOS
+    end
+
+    def down
+        execute "drop view #{view}"
+    end
+
+  private
+
+    def view
+        "#{skr_prefix}customer_project_details"
+    end
+
+end

data/db/migrate/20160216142845_create_gl_account_balances_view.rb

@@ -0,0 +1,20 @@
+require 'skr/db/migration_helpers'
+
+class CreateGlAccountBalancesView < ActiveRecord::Migration
+    def up
+        execute <<-EOS.squish
+        create view #{skr_prefix}gl_account_balances as select
+          gla.id as skr_gl_account_id,
+          right(glp.account_number,2) as branch_number,
+          coalesce(sum(glp.amount), 0.00) as balance
+        from skr_gl_accounts gla
+        left join skr_gl_postings glp
+          on left(glp.account_number, 4) = gla.number
+        group by gla.id, branch_number order by number
+        EOS
+    end
+
+    def down
+        execute "drop view #{skr_prefix}gl_trial_balance"
+    end
+end

data/db/migrate/20160229002044_create_bank_accounts.rb

@@ -0,0 +1,18 @@
+require 'skr/db/migration_helpers'
+
+class CreateBankAccounts < ActiveRecord::Migration
+    def change
+
+        create_skr_table :bank_accounts do |t|
+            t.text :code,           null: false
+            t.text :name,           null: false
+            t.text :description
+            t.text :routing_number
+            t.text :account_number
+            t.skr_reference :address,    null: false, to_table: :addresses
+            t.skr_reference :gl_account, null: false, to_table: :gl_accounts
+            t.timestamps null: false
+        end
+
+    end
+end

data/db/migrate/20160229041711_create_payments.rb

@@ -0,0 +1,33 @@
+require 'skr/db/migration_helpers'
+
+class CreatePayments < ActiveRecord::Migration
+    def change
+
+        create_skr_table :payment_categories do |t|
+            t.string  :code, null: false
+            t.string  :name, null: false
+            t.skr_reference :gl_account, null: false, to_table: :gl_accounts
+            t.timestamps null: false
+        end
+
+        create_skr_table :payments do |t|
+            t.skr_visible_id
+
+            t.skr_reference :bank_account, null: false, single: true
+            t.skr_reference :category,     null: false, single: true,
+                            to_table: 'payment_categories'
+            t.skr_reference :vendor,       null: true,  single: true
+            t.skr_reference :location,     null: false, single: true
+
+            t.string        :hash_code,    null: false
+            t.skr_currency  :amount,       null: false
+            t.date          :date,         null: false
+            t.integer       :check_number, null: false
+            t.text          :name,         null: false
+            t.text          :address, :notes
+
+            t.timestamps null: false
+        end
+
+    end
+end

data/db/migrate/20160307022705_create_create_combined_uom_views.rb

@@ -0,0 +1,18 @@
+require 'skr/db/migration_helpers'
+
+class CreateCreateCombinedUomViews < ActiveRecord::Migration
+    def up
+        execute <<-EOS
+        create view #{skr_prefix}combined_uom as
+          select
+            uom.id as skr_uom_id,
+            case when size = 1 then code else code||'/'||size end as combined_uom
+          from #{skr_prefix}uoms uom
+        EOS
+    end
+
+    def down
+        execute "drop view #{skr_prefix}combined_uom"
+    end
+
+end