Module: Crm::AccountsPayableDashboardHelper

Defined in:
app/helpers/crm/accounts_payable_dashboard_helper.rb

Overview

View helper: accounts payable dashboard.

Constant Summary collapse

DASHBOARD_SEARCH_LIMIT =

Tabs that feed mass-action flows need all records loaded, not the default page size.

9999

Instance Method Summary collapse

Instance Method Details

#ap_tab_optionsObject



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# File 'app/helpers/crm/accounts_payable_dashboard_helper.rb', line 7

def ap_tab_options
  hsh = {}
  hsh[:unpaid_vouchers] = {
    counter: Voucher.voucher_count(@company_id, { state: 'unpaid' }),
    remote_href: search_and_show_searches_path(
      type: 'VoucherSearch',
      set_limit: DASHBOARD_SEARCH_LIMIT,
      query_params: { state_in: ['unpaid'], company_id_eq: @company_id },
      selected_columns: %w[voucher_link company_name category payee_name supplier_name payment_method invoice_number invoice_date gl_date currency total open_amount due_date]
    )
  }
  hsh[:checks_pending_review] = {
    counter: OutgoingPayment.payment_count(@company_id, @bank_account_id, { category: 'check', state: 'applied', check_state: ['pending_review'], job_id: nil }),
    remote_href: search_and_show_searches_path(
      type: 'OutgoingPaymentSearch',
      query_params: { category_in: ['check'], state_in: ['applied'], check_state_in: ['pending_review'], job_id_null: 1, company_id_eq: @company_id, bank_account_id_eq: @bank_account_id },
      selected_columns: %w[payment_link company_name supplier_name payee_name amount payment_date bank_account_name]
    )
  }
  hsh[:unprinted_checks] = {
    counter: OutgoingPayment.payment_count(@company_id, @bank_account_id, { category: 'check', state: 'applied', check_state: %w[queued generated], job_id: nil }),
    remote_href: search_and_show_searches_path(
      type: 'OutgoingPaymentSearch',
      set_limit: DASHBOARD_SEARCH_LIMIT,
      query_params: { category_in: ['check'], state_in: ['applied'], check_state_in: %w[queued generated], job_id_null: 1, company_id_eq: @company_id, bank_account_id_eq: @bank_account_id },
      selected_columns: %w[payment_link company_name supplier_name payee_name amount payment_date bank_account_name]
    )
  }
  hsh[:checks_being_printed] = {
    counter: OutgoingPayment.payment_count(@company_id, @bank_account_id, { category: 'check', state: 'applied', check_state: %w[queued generated] }, { job_id: nil }),
    remote_href: search_and_show_searches_path(
      type: 'OutgoingPaymentSearch',
      query_params: { category_in: ['check'], state_in: ['applied'], check_state_in: %w[queued generated], job_id_not_null: 1, company_id_eq: @company_id, bank_account_id_eq: @bank_account_id },
      selected_columns: %w[payment_link company_name supplier_name payee_name amount payment_date bank_account_name job_link]
    )
  }
  hsh[:unreconciled_payments] = {
    counter: query_template_link(OutgoingPaymentSearch, nil, query_params: { state_in: ['applied'], reconciled_in: ['outstanding'], company_id_eq: @company_id, bank_account_id_eq: @bank_account_id })[1],
    remote_href: search_and_show_searches_path(
      type: 'OutgoingPaymentSearch',
      query_params: { state_in: ['applied'], reconciled_in: ['outstanding'], company_id_eq: @company_id, bank_account_id_eq: @bank_account_id },
      selected_columns: %w[payment_link company_name supplier_name category check_number amount payment_date bank_account_name]
    )
  }
  hsh[:printed_checks] = {
    counter: nil,
    remote_href: search_and_show_searches_path(
      type: 'OutgoingPaymentSearch',
      query_params: { category_in: ['check'], state_in: ['applied'], check_state_in: %w[printed reprinted], company_id_eq: @company_id, bank_account_id_eq: @bank_account_id },
      selected_columns: %w[check_number last_printed_at payment_link company_name supplier_name payee_name amount payment_date bank_account_name],
      sort_columns: ["last_printed_at DESC"]
    )
  }
  hsh[:draft_vouchers] = {
    counter: Voucher.voucher_count(@company_id, { state: 'draft' }),
    remote_href: search_and_show_searches_path(
      type: 'VoucherSearch',
      query_params: { state_in: ['draft'], company_id_eq: @company_id },
      selected_columns: %w[voucher_link company_name category supplier_name invoice_number invoice_date gl_date currency total]
    )
  }
  hsh[:draft_payments] = {
    counter: OutgoingPayment.payment_count(@company_id, @bank_account_id, { state: 'draft' }),
    remote_href: search_and_show_searches_path(
      type: 'OutgoingPaymentSearch',
      query_params: { state_in: ['draft'], company_id_eq: @company_id, bank_account_id_eq: @bank_account_id },
      selected_columns: %w[payment_link company_name supplier_name category amount payment_date bank_account_name]
    )
  }
  hsh.delete_if { |_k, v| v[:counter] == 0 }
  hsh
end