Class: AccountingDashboardController

Inherits:
CrmController show all
Defined in:
app/controllers/accounting_dashboard_controller.rb

Overview

Controller: accounting dashboard.

Constant Summary

Constants included from Controllers::ReferenceFindable

Controllers::ReferenceFindable::ID_EMBEDDED_PATTERNS

Constants included from Controllers::AnalyticsEvents

Controllers::AnalyticsEvents::MAX_QUEUED_EVENTS, Controllers::AnalyticsEvents::SESSION_KEY

Constants included from Controllers::ErrorRendering

Controllers::ErrorRendering::NON_CONTENT_PATH_PREFIXES

Constants included from Www::SeoHelper

Www::SeoHelper::AWARDS, Www::SeoHelper::CA_ADDRESS, Www::SeoHelper::CA_BUSINESS_HOURS, Www::SeoHelper::CA_CONTACT_POINT, Www::SeoHelper::CA_CURRENCIES, Www::SeoHelper::CA_DESCRIPTION, Www::SeoHelper::CA_FOUNDING_DATE, Www::SeoHelper::CA_GLOBAL_LOCATION_NUMBER, Www::SeoHelper::CA_LEGAL_NAME, Www::SeoHelper::CA_LOCAL_BUSINESS, Www::SeoHelper::CA_ONLINE_STORE, Www::SeoHelper::CA_RETURN_POLICY, Www::SeoHelper::CA_SALES_DEPARTMENT, Www::SeoHelper::CA_SERVICE_AREA, Www::SeoHelper::CA_URL, Www::SeoHelper::CA_VAT_ID, Www::SeoHelper::CA_WAREHOUSE_DEPARTMENT, Www::SeoHelper::CA_WAREHOUSE_HOURS, Www::SeoHelper::COMPANY_EMAIL, Www::SeoHelper::COMPANY_LOGO, Www::SeoHelper::COMPANY_NAME, Www::SeoHelper::COMPANY_SLOGAN, Www::SeoHelper::EXPERTISE, Www::SeoHelper::FAX_NUMBER, Www::SeoHelper::GS1_COMPANY_PREFIX, Www::SeoHelper::ISO6523_CODE, Www::SeoHelper::PAYMENT_METHODS, Www::SeoHelper::PHONE_NUMBER, Www::SeoHelper::PRIMARY_NAICS, Www::SeoHelper::REFUND_TYPE, Www::SeoHelper::RETURN_FEES, Www::SeoHelper::RETURN_METHOD, Www::SeoHelper::RETURN_POLICY_CATEGORY, Www::SeoHelper::SECONDARY_NAICS, Www::SeoHelper::SOCIAL_PROFILES, Www::SeoHelper::US_ADDRESS, Www::SeoHelper::US_BUSINESS_HOURS, Www::SeoHelper::US_CONTACT_POINT, Www::SeoHelper::US_CURRENCIES, Www::SeoHelper::US_DESCRIPTION, Www::SeoHelper::US_FOUNDING_DATE, Www::SeoHelper::US_GLOBAL_LOCATION_NUMBER, Www::SeoHelper::US_IMAGE, Www::SeoHelper::US_LEGAL_NAME, Www::SeoHelper::US_LOCAL_BUSINESS, Www::SeoHelper::US_ONLINE_STORE, Www::SeoHelper::US_RETURN_POLICY, Www::SeoHelper::US_SALES_DEPARTMENT, Www::SeoHelper::US_SERVICE_AREA, Www::SeoHelper::US_TAX_ID, Www::SeoHelper::US_URL, Www::SeoHelper::US_WAREHOUSE_DEPARTMENT, Www::SeoHelper::US_WAREHOUSE_HOURS

Constants included from IconHelper

IconHelper::CUSTOM_ICON_MAP, IconHelper::CUSTOM_SVG_DIR, IconHelper::DEFAULT_FAMILY

Instance Method Summary collapse

Methods inherited from CrmController

#access_denied, #context_id, #context_object, #crm_home_path, #current_ability, #default_url_options, #download_temp, #get_tempfile_path_for_download, #init_status_job_collector, #initialize_crm_lazy_chunks, #persist_enqueued_status_jobs, #record_not_found, #redirect_to_job_or_fallback, #render_edit_action, #set_context, #set_download_path, #stash_file_for_temp_download, #sync_admin_presence_cookie

Methods inherited from ApplicationController

#account_impersonated?, #add_to_flash, #after_sign_in_path_for, #bypass_forgery_protection?, #chat_enabled?, #cloudflare_cleared?, #default_catalog, #default_url_options, #enable_turbo_frames, #find_publication, #fix_invalid_accept_header, #init_js_utils, #is_globals_call?, #layout_by_resource, #locale_store, #redirect_to, #require_employee_for_crm, #set_base_host, #set_real_ip, #set_report_errors_for, #should_render_layout?, #stamp_impersonation_context, #warmlyyours_canada_ip?, #warmlyyours_ip?, #y

Methods included from Controllers::ReturnPathHandling

#check_for_return_path, #redirect_to_return_path_or_default

Methods included from Controllers::AnalyticsEvents

#consume_queued_analytics_events, #track_event

Methods included from Controllers::DeviceDetection

#device_detector, #is_ie?

Methods included from Controllers::SubdomainDetection

#is_crm_request?, #is_www_request?, #json_request?

Methods included from Controllers::TurboSafeRedirect

#redirect_to

Methods included from Controllers::TrackingDetection

#bot_request?, #gdpr_country?, #gdpr_country_data, #prevent_bots, #set_tracking_cookie, #track_visitor?

Methods included from Controllers::AcceleratedFileSending

#send_file_accelerated, #send_upload_accelerated

Methods included from Controllers::ErrorRendering

#excp_string, #mail_to_for_error_reporting, #render_400, #render_404, #render_406, #render_410, #render_500, #render_invalid_authenticity_token, #render_ip_spoof_error, #render_unpermitted_parameters, #safe_referer_or_fallback

Methods included from Controllers::TurnstileVerification

#load_turnstile_script_tag, #turnstile_lazy_widget, #turnstile_script_tag, #turnstile_widget, #validate_turnstile!

Methods included from Controllers::CloudflareCaching

edge_cached, #edge_cached_action?, #reset_cloudflare_cache, #set_cloudflare_cache, #skip_edge_cache!, #skip_session

Methods included from Controllers::Webpackable

#preload_webpack_fonts, #webpack_css_include, #webpack_css_url, #webpack_js_include, #wpd_is_running?

Methods included from Controllers::Localizable

#cloudflare_country_locale, #determine_request_locale, #geocoder_locale, #guest_user_locale_check, #locale_optional_www_auth_path?, #param_locale, #set_locale, #set_request_locale, #skip_localization?, #warmlyyours_ip_locale

Methods included from Controllers::Authenticable

#access_denied, #authenticate_account, #authenticate_account!, #authenticate_account_from_login_token!, #check_is_a_manager, #check_is_a_sales_manager, #check_is_an_admin, #check_is_an_employee, #check_party, #clear_mismatched_guest_user, #create_guest_user, #credentials?, #current_or_guest_user, #current_or_guest_user_id_read_only, #current_user, #devise_mapping, #fully_logged_in?, #generate_bot_id, #guest_user, #identifiable?, #init_current_user, #initialize_guest, #load_context_user, #logging_in, #resource, #resource_name, #restrict_access_for_non_employees, #scrubbed_request_path, #user_object, #warn_on_session_guest_id_leak

Methods included from ApplicationHelper

#better_number_to_currency, #check_force_logout, #check_or_cross, #check_or_times, #embedded_tab_frame_id, #error_messages, #general_disclaimer_on_product_installation_and_local_codes, #gridjs_from_html_table, #gridjs_table, #is_wy_ip, #line_break, #parent_layout, #pass_or_fail, #render_error_messages_list, #render_video_card, #resolved_auth_form_turbo_frame, #return_path_or, #safe_css_color, #set_return_path_if_present, #set_section_if_present, #tab_frame_id, #to_underscore, #track_page?, #turbo_section_wrapper, #turbo_tabs_request?, #url_on_same_domain_as_request, #widget_index_daily_focus_index_path, #working_hours?, #yes_or_no, #yes_or_no_highlighted, #yes_or_no_with_check_or_cross, #youtube_video

Methods included from UppyUploaderHelper

#file_uploader, #image_uploader, #large_file_uploader_s3, #lead_sketch_uploader, #rma_image_uploader, #rma_image_uploader_s3, #uppy_uploader, #video_uploader

Methods included from Www::ImagesHelper

#image_asset_tag, #image_asset_url

Methods included from Www::SeoHelper

#add_page_schema, #add_webpage_schema, #canada?, #company_social_links, #ensure_context_json, #json_ld_script_tag, #local_business_schema, #online_store_id, #online_store_schema, #page_main_entity, #page_main_entity_json, #render_auto_collection_page_schema, #render_collection_page_schema, #render_local_business_schema, #render_online_store_schema, #render_page_schemas, #render_page_video_schemas, #render_webpage_schema, #render_webpage_schema_with_collections, #usa?

Methods included from UrlsHelper

#catalog_breadcrumb_links, #catalog_link, #catalog_link_for_product_line, #catalog_link_for_sku, #cms_link, #delocalized_path, #path_to_sales_product_sku, #path_to_sales_product_sku_for_product_line, #path_to_sales_product_sku_for_product_line_slug, #product_line_from_catalog_link, #protocol_neutral_url, #sanitize_external_url, #valid_external_url?

Methods included from IconHelper

#account_nav_icon, #fa_icon, #star_rating_html

Instance Method Details

#acknowledge_missing_edi_810 ⇒ Object

POST /accounting/acknowledge_missing_edi_810 — mass-mark the
selected EDI-810-missing invoices as transmitted (effectively
"we know about it, stop bothering us"). Each invoice fires its
transmit! state-machine event when it's still in a
transmittable state.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 162

def acknowledge_missing_edi_810
  invoice_ids = params[:invoice_ids].to_a.map(&:to_i).reject(&:zero?)
  if invoice_ids.empty?
    flash[:warning] = 'No invoices selected.'
  else
    Invoice.transaction do
      Invoice.where(id: invoice_ids).find_each { |invoice| invoice.transmit! if invoice.can_transmit? }
    end
    flash[:info] = "#{invoice_ids.size} invoice(s) marked as ignored and removed from this list."
  end
  redirect_to accounting_transmissions_path(since: params[:since], tab: 'missing_edi_810')
end

#bulk_regenerate_edi_810 ⇒ Object

POST /accounting/bulk_regenerate_edi_810 — re-fire the EDI-810
creation pipeline for every selected invoice via
Edi::InvoiceEventProcessor. Bulk equivalent of the per-invoice
InvoicesController#regenerate_edi_documents action.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 179

def bulk_regenerate_edi_810
  authorize! :update, Invoice

  invoice_ids = params[:invoice_ids].to_a.map(&:to_i).reject(&:zero?)
  if invoice_ids.empty?
    flash[:warning] = 'No invoices selected.'
  else
    processor = Edi::InvoiceEventProcessor.new
    Invoice.where(id: invoice_ids).find_each { |invoice| processor.process_creation(invoice) }
    flash[:info] = "EDI documents queued for regeneration on #{invoice_ids.size} invoice(s)."
  end
  redirect_to accounting_transmissions_path(since: params[:since], tab: 'missing_edi_810')
end

#index ⇒ Object

GET /accounting — landing page for the accounting team's daily
workflow. The page itself is mostly turbo-frame slots that fetch
the per-tab content lazily.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 7

def index; end

#tab_count ⇒ Object

GET /accounting/tab_count — count-only endpoint behind each tab
badge in the dashboard. Returns just the integer count for the
requested tab, applying the same filter the corresponding tab
action would apply.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 133

def tab_count
  q = params[:q].to_h
  @tab = params[:tab].to_s
  @count = case @tab
           when 'email_or_fax'
             ViewAccountingTransmission.ransack(q.merge('transmission_type_in' => ['Email/Fax'])).result.count
           when 'portal'
             ViewAccountingTransmission.ransack(q.merge('transmission_type_in' => ['Portal'])).result.count
           when 'mail'
             ViewAccountingTransmission.ransack(q.merge('transmission_type_in' => ['Mail'])).result.count
           when 'mixed'
             ViewAccountingTransmission.ransack(q.merge('transmission_type_not_in' => ['Email/Fax', 'Portal', 'Mail', 'No Channel Set'])).result.count
           when 'no_channel_set'
             ViewAccountingTransmission.ransack(q.merge('transmission_type_in' => ['No Channel Set'])).result.count
           when 'replacement_invoice'
             ViewAccountingTransmission.ransack(q.merge('doc_type_in' => ['INV'])).result.count
           when 'missing_edi_810'
             Invoice.missing_edi_810.where(invoices: { created_at: 90.days.ago.. }).count
           else
             0
           end
  render layout: false
end

#tab_email_or_fax ⇒ Object

GET /accounting/tab_email_or_fax — turbo-frame body for the
Email/Fax tab. Pulls every doc whose customer transmits via email
or fax, including the related Communications so the per-row
"transmission error" tooltip doesn't N+1.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 63

def tab_email_or_fax
  @email_fax_query = ViewAccountingTransmission.ransack(params[:q])
  @email_fax_query.sorts = 'document_date asc' if @email_fax_query.sorts.empty?
  @email_fax_documents = @email_fax_query.result
                                         .except(:order)
                                         .order("#{@email_fax_query.sorts.first.name} #{@email_fax_query.sorts.first.dir} NULLS LAST")
                                         .load
  preload_unsent_communications(@email_fax_documents)
  render 'tab_email_or_fax', layout: should_render_layout?
end

#tab_mail ⇒ Object

GET /accounting/tab_mail — turbo-frame body for the Mail tab
(customers who require physical printed-and-mailed documents).



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# File 'app/controllers/accounting_dashboard_controller.rb', line 82

def tab_mail
  render 'tab_mail', layout: should_render_layout?
end

#tab_missing_edi_810 ⇒ Object

GET /accounting/tab_missing_edi_810 — turbo-frame body for the
"EDI 810 missing" tab (invoices that should have transmitted as an
EDI 810 but didn't). Defaults to the last 90 days but takes a
since param to expand the window.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 119

def tab_missing_edi_810
  @since = params[:since].present? ? Date.parse(params[:since]) : 90.days.ago.to_date
  @invoices = Invoice.missing_edi_810
                     .where(invoices: { created_at: @since.. })
                     .includes(:order, :customer)
                     .order(created_at: :desc)
                     .load
  render 'tab_missing_edi_810', layout: should_render_layout?
end

#tab_mixed ⇒ Object

GET /accounting/tab_mixed — turbo-frame body for the Mixed tab
(customers whose contact-points span more than one transmission
channel, requiring per-doc handling).



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# File 'app/controllers/accounting_dashboard_controller.rb', line 89

def tab_mixed
  render 'tab_mixed', layout: should_render_layout?
end

#tab_no_channel_set ⇒ Object

GET /accounting/tab_no_channel_set — turbo-frame body for docs
whose customer has no transmission channel configured at all.
These need a setup task before they can move forward.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 96

def tab_no_channel_set
  render 'tab_no_channel_set', layout: should_render_layout?
end

#tab_portal ⇒ Object

GET /accounting/tab_portal — turbo-frame body for the Portal tab
(customers whose docs are picked up via partner portal, e.g. SPS).



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# File 'app/controllers/accounting_dashboard_controller.rb', line 76

def tab_portal
  render 'tab_portal', layout: should_render_layout?
end

#tab_replacement_invoice ⇒ Object

GET /accounting/tab_replacement_invoice — turbo-frame body for
the "replacement invoice" tab. Shows full-RMA-funded INV docs
whose RMA is still awaiting return after 15+ days, so accounting
can chase the customer for the return or write it off.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 104

def tab_replacement_invoice
  @replacement_invoice_query = ViewAccountingTransmission.ransack(params[:q])
  @replacement_invoice_query.sorts = 'document_date asc' if @replacement_invoice_query.sorts.empty?
  @replacement_invoice_documents = @replacement_invoice_query.result
                                                             .except(:order)
                                                             .order("#{@replacement_invoice_query.sorts.first.name} #{@replacement_invoice_query.sorts.first.dir} NULLS LAST")
                                                             .load
  preload_unsent_communications(@replacement_invoice_documents)
  render 'tab_replacement_invoice', layout: should_render_layout?
end

#transmissions ⇒ Object

GET /accounting/transmissions — combined queue view of every
outbound accounting document (invoice, credit memo) waiting on
transmission. Each tab is rendered separately by the tab_*
actions; this action just sets up the shared search struct.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 13

def transmissions
  params[:q] ||= {}

  # @tabs = {
  #   email:  {title: 'Email/Fax', query: {transmission_type_in: ['Email/Fax'], rma_funding_not_eq: 'full'}},
  #   portal: {title: 'Portal', query: {transmission_type_in: ['Portal'], rma_funding_not_eq: 'full'}},
  #   mail:   {title: 'Mail', query: {transmission_type_in: ['Mail'], rma_funding_not_eq: 'full'}},
  #   mixed:  {title: 'Mixed', query: {transmission_type_not_in: ['Email/Fax','Portal','Mail','No Channel Set'], rma_funding_not_eq: 'full'}},
  #   none:   {title: 'No Channel Set', query: {transmission_type_in: ['No Channel Set'], rma_funding_not_eq: 'full'}},
  #   rma:    {title: 'Replacement Invoice', query: {doc_type_in: ['INV'], rma_funding_eq: 'full', state_eq: 'unpaid', rma_state_eq: 'awaiting_return', document_date_lteq: 15.days.ago}}
  # }
  # @tabs.each {|tab, options| options[:count] = ViewAccountingTransmission.ransack(params[:q].merge(options[:query])).result.count}
  # @selected_tab = (params[:tab] || :email).to_sym

  @q = OpenStruct.new(params[:q])
end

#transmit_accounting_documents ⇒ Object

POST /accounting/transmit_accounting_documents — bulk action on
the documents the user checked off in the transmissions list.
Three submit buttons land here: Transmit actually sends them,
Mark As Transmitted flips their state without sending,
Print produces a single combined PDF and exposes it via
session[:download_path] so the next page picks it up.



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# File 'app/controllers/accounting_dashboard_controller.rb', line 36

def transmit_accounting_documents
  redirect_to(accounting_transmissions_path(q: parsed_transmission_query, tab: params[:tab]), alert: 'You must select one or more documents') and return if params[:documents].nil?

  transmitter = AccountingDocumentTransmitter.new(params[:documents])
  case params[:commit]
  when 'Transmit'
    result = transmitter.transmit
    flash[:info] = result[:success_message]
    flash[:warning] = result[:error_message]
  when 'Mark As Transmitted'
    transmitter.mark_transmitted
    flash[:info] = 'Selected documents have been marked as transmitted.'
  when 'Print'
    upload = transmitter.print_docs
    if upload.nil?
      flash[:error] = 'Unable to print documents'
    else
      session[:download_path] = upload_url(upload.id)
    end
  end
  redirect_to accounting_transmissions_path(q: parsed_transmission_query, tab: params[:tab])
end