Class: LedgerCompanyAccountsController

Inherits:
CrmController show all
Includes:
Controllers::Destroyable
Defined in:
app/controllers/ledger_company_accounts_controller.rb

Overview

== Schema Information

Table name: ledger_company_accounts

id :integer not null, primary key
company_id :integer not null
ledger_detail_account_id :integer not null
tax_status :boolean default(TRUE)
created_at :datetime
updated_at :datetime
name :string(255)
CRUD for LedgerCompanyAccount — the per-company mapping onto a
LedgerDetailAccount in the chart of accounts, plus a lookup
autocomplete endpoint for TomSelect pickers elsewhere.

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

Instance Method Summary collapse

Methods included from Controllers::Destroyable

#destroy, #perform_destroy

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, #touch_employee_last_seen

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?, #skip_layout_for_turbo_frame?, #stamp_impersonation_context, #tab_frame_breakout_request?, #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, #registration_lead_type, #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 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?

Instance Method Details

#create ⇒ void

This method returns an undefined value.

Creates a company account, routing to the new-bank-account flow when
params[:setup_flow] == "bank_account".

POST /ledger_company_accounts
POST /ledger_company_accounts.xml



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

def create
  @ledger_company_account = LedgerCompanyAccount.new(params[:ledger_company_account])

  if @ledger_company_account.save
    if params[:setup_flow] == 'bank_account'
      redirect_to new_bank_path(
        setup_flow: 'bank_account',
        ledger_account_id: params[:ledger_account_id],
        ledger_company_account_id: @ledger_company_account.id
      ), info: 'Company account created.'
    else
      redirect_to(@ledger_company_account, info: 'LedgerCompanyAccount was successfully created.')
    end
  else
    render action: 'new', status: :unprocessable_content
  end
end

#edit ⇒ void

This method returns an undefined value.

Loads a company account for editing.

GET /ledger_company_accounts/1/edit



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# File 'app/controllers/ledger_company_accounts_controller.rb', line 65

def edit
  @ledger_company_account = LedgerCompanyAccount.find(params[:id])
end

#index ⇒ void

This method returns an undefined value.

Lists company accounts, ransack-filterable.

GET /ledger_company_accounts
GET /ledger_company_accounts.xml



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# File 'app/controllers/ledger_company_accounts_controller.rb', line 27

def index
  @q = LedgerCompanyAccount.ransack(params[:q])
  @pagy, @ledger_company_accounts = pagy(@q.result.eager_load(:company, :ledger_detail_account).order('companies.id, ledger_accounts.number'))

  respond_to do |format|
    format.html # index.html.erb
    format.json { render json: LedgerCompanyAccount.quick_list.map { |ca| { id: ca.id, company_id: ca.company_id, identifier: ca.acc_identifier } } }
  end
end

#lookup ⇒ void

This method returns an undefined value.

TomSelect autocomplete JSON: company accounts filtered by id, company,
or a free-text search term.



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# File 'app/controllers/ledger_company_accounts_controller.rb', line 113

def lookup
  @accounts = LedgerCompanyAccount.joins(:company, :ledger_detail_account).order('companies.number, ledger_accounts.number').select(
"concat(companies.number, '.', ledger_accounts.number, ' ', companies.short_name, ' ', ledger_accounts.name) as select_identifier", 'id'
)
  if ( = params[:ledger_company_account_id])
    @accounts = @accounts.where(id: )
  elsif (params[:override] == 'true') || params[:company_id]
    if params[:override] == 'true'
      @accounts = @accounts.all
    elsif params[:company_id]
      @accounts = @accounts.where(company_id: params[:company_id])
    end
    if (q = params[:q].presence || params[:term].presence)
      sanitized = ActiveRecord::Base.sanitize_sql_like(q)
      @accounts = @accounts.where(
        "concat(companies.number, '.', ledger_accounts.number, ' ', companies.short_name, ' ', ledger_accounts.name) ILIKE ?",
        "%#{sanitized}%"
      )
    end
  else
    @accounts = @accounts.none
  end
  res = TomSelect.format_json_results(self, @accounts, params[:page], params[:per_page]) do |e|
    { id: e.id, text: e.select_identifier }
  end
  render json: res
end

#new ⇒ void

This method returns an undefined value.

Builds a blank company account, pre-selecting the ledger account from
params[:ledger_account_id] if given.

GET /ledger_company_accounts/new
GET /ledger_company_accounts/new.xml



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# File 'app/controllers/ledger_company_accounts_controller.rb', line 55

def new
  @ledger_company_account = LedgerCompanyAccount.new
  @ledger_company_account. = params[:ledger_account_id].to_i if params[:ledger_account_id].present?
end

#show ⇒ void

This method returns an undefined value.

Shows a company account with its recent ledger entries.

GET /ledger_company_accounts/1
GET /ledger_company_accounts/1.xml



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# File 'app/controllers/ledger_company_accounts_controller.rb', line 43

def show
  @ledger_company_account = LedgerCompanyAccount.includes(:ledger_detail_account, :company).find(params[:id])
  @ledger_entries = @ledger_company_account.ledger_entries.includes(:creator, :ledger_transaction, :ledger_detail_project).order('ledger_transactions.transaction_date DESC')
end

#update ⇒ void

This method returns an undefined value.

Updates a company account.

PUT /ledger_company_accounts/1
PUT /ledger_company_accounts/1.xml



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# File 'app/controllers/ledger_company_accounts_controller.rb', line 100

def update
  @ledger_company_account = LedgerCompanyAccount.find(params[:id])
  if @ledger_company_account.update(params[:ledger_company_account])
    redirect_to(@ledger_company_account, info: 'LedgerCompanyAccount was successfully updated.')
  else
    render action: 'edit', status: :unprocessable_content
  end
end