Module: OutgoingPaymentsHelper

Defined in:
app/helpers/outgoing_payments_helper.rb

Overview

== Schema Information

Table name: payments

id :integer not null, primary key
category :string(255)
company_id :integer
supplier_id :integer
reference_number :string(255)
amount :decimal(10, 2)
payment_date :date
currency :string(255)
bank_account_id :integer
exchange_rate :float
state :string(255)
remark :text
creator_id :integer
updater_id :integer
created_at :datetime
updated_at :datetime
check_state :string(255)
job_id :string(255)
reversal_date :date

Constant Summary collapse

PAYMENT_STATE_BADGES = 
{
  'draft'   => 'text-bg-secondary',
  'applied' => 'text-bg-success',
  'voided'  => 'text-bg-danger'
}.freeze
PAYMENT_CATEGORY_BADGES = 
{
  'ach'           => ['text-bg-primary',   'fa-arrows-left-right'],
  'cash'          => ['text-bg-secondary',  'fa-money-bill'],
  'check'         => ['text-bg-info',       'fa-money-check'],
  'debit_card'    => ['text-bg-dark',       'fa-credit-card'],
  'e_billpay'     => ['text-bg-secondary',  'fa-file-invoice'],
  'non_cash'      => ['text-bg-secondary',  'fa-ban'],
  'paypal'        => ['text-bg-warning',    'fa-paypal'],
  'wire_transfer' => ['text-bg-primary',    'fa-building-columns']
}.freeze
CHECK_STATE_BADGES = 
{
  'pending_review' => 'text-bg-warning',
  'queued'         => 'text-bg-primary',
  'generated'      => 'text-bg-info',
  'printed'        => 'text-bg-success',
  'reprinted'      => 'text-bg-secondary'
}.freeze

Instance Method Summary collapse

Instance Method Details

#check_audit_history(check) ⇒ Object 



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# File 'app/helpers/outgoing_payments_helper.rb', line 103

def check_audit_history(check)
  links = []
  if check.last_printed_by
    links << check.last_printed_by.try(:full_name)
  end
  check.print_audit.each do |audit|
    date_parsed = Time.zone.parse(audit[:printed_on]) rescue nil
    links << {
      tag: :span,
      content: "Printed by #{audit[:printed_by]} on #{date_parsed&.to_fs(:crm_default)}",
      class: 'mb-0 px-2', style: 'white-space:nowrap' }
  end
  links
end

#check_command_options(payment, check) ⇒ Object 



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# File 'app/helpers/outgoing_payments_helper.rb', line 92

def check_command_options(payment, check)
  links = []
  unless check.uploads.empty?
    links << link_to("Print", print_check_outgoing_payment_path(payment, check_id: check.id))
  end
  if user_has_role?("accounting_rep")
    links << link_to("Preview Pdf", check_path(check, format: :pdf))
  end
  links
end

#check_state_badge(state) ⇒ Object 



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# File 'app/helpers/outgoing_payments_helper.rb', line 64

def check_state_badge(state)
  return nil if state.blank?

  css = CHECK_STATE_BADGES.fetch(state.to_s, 'text-bg-secondary')
  content_tag(:span, state.to_s.humanize, class: "badge #{css}")
end

#outgoing_payment_command_options(payment) ⇒ Object 



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# File 'app/helpers/outgoing_payments_helper.rb', line 71

def outgoing_payment_command_options(payment)
  links = []
  if payment.category == 'check' && !payment.voided?
    links << fa_icon('shuffle', text: "#{payment.human_state_name.titleize} and #{payment.human_check_state_name.titleize}")
  else
    links << fa_icon('shuffle', text: payment.human_state_name.titleize)
  end
  links << link_to("Edit", edit_outgoing_payment_path(payment)) unless @outgoing_payment.editing_locked?
  links << link_to("Pay Items", pay_items_outgoing_payment_path(@outgoing_payment)) if @outgoing_payment.draft?
  links << link_to("Approve Check", approve_check_outgoing_payment_path(@outgoing_payment)) if @outgoing_payment.pending_review? && !@outgoing_payment.voided?
  if payment.can_print_check?
    unless payment.checks.any? and payment.checks.all? {|c| c.uploads.empty?}
      links << link_to(payment.checks.any? ? "Reprint Check" : "Print Check", print_check_outgoing_payment_path(payment))
    end
  end
  links << link_to("Void", void_outgoing_payment_path(@outgoing_payment), data: { turbo_confirm: "Are you sure you want to void this payment? Any linked vouchers or credit memos will be marked as unpaid." }) if !@outgoing_payment.voided?
  links << link_to("Reverse", reverse_outgoing_payment_path(@outgoing_payment)) if !@outgoing_payment.voided?
  links << link_to("Delete", payment, data: { turbo_confirm: "Are you sure you want to delete this payment?", turbo_method: :delete }) if payment.draft?
  links
end

#payment_category_badge(category) ⇒ Object 



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# File 'app/helpers/outgoing_payments_helper.rb', line 57

def payment_category_badge(category)
  css, icon = PAYMENT_CATEGORY_BADGES.fetch(category.to_s, ['text-bg-secondary', 'fa-circle-dollar'])
  content_tag(:span, class: "badge #{css} d-inline-flex align-items-center gap-1") do
    content_tag(:i, nil, class: "fa-regular #{icon}") + ' ' + category.to_s.humanize
  end
end

#payment_state_badge(state) ⇒ Object 



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# File 'app/helpers/outgoing_payments_helper.rb', line 52

def payment_state_badge(state)
  css = PAYMENT_STATE_BADGES.fetch(state.to_s, 'text-bg-secondary')
  content_tag(:span, state.to_s.humanize, class: "badge #{css}")
end