Class: ReceiptsController

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

Overview

== Schema Information

Table name: receipts

id :integer not null, primary key
jde_number :string(255)
category :string(255)
amount :decimal(8, 2)
reference :string(255)
currency :string(255)
authorization_id :integer
created_at :datetime
updated_at :datetime
card_type :string(255)
auth_code :string(255)
exported :boolean default(FALSE)
order_id :integer
company_id :integer
customer_id :integer
bank_account_id :integer
gl_date :date
receipt_date :date
exchange_rate :float
remark :string(255)
creator_id :integer
updater_id :integer
deleter_id :integer
state :string(255)
approved_for_refund :boolean

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 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

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

#business_unit_lookup ⇒ Object

GET /receipts/business_unit_lookup — JSON typeahead for the
business-unit picker on receipt-detail rows.



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# File 'app/controllers/receipts_controller.rb', line 385

def business_unit_lookup
  q = params[:q]&.strip

  results = BusinessUnit.by_number.limit(20)
  results = results.where('business_units.number::text ILIKE ? OR business_units.name ILIKE ?', "%#{q}%", "%#{q}%") if q.present?

  render json: {
    results: results.map { |bu| { id: bu.id, text: bu.number_and_name } }
  }
end

#create ⇒ Object

POST /receipts — persist the receipt and, when the form opted
to also process a CC/eCheck payment in the same submit, run the
gateway purchase and bind the resulting payment+receipt row.
Wrapped in an advisory lock keyed on customer/date/amount to
prevent the double-click of the submit button from creating two
receipts. On any failure path re-renders the new/edit form
surfaced via params[:render_action] (safelisted by
#safe_render_action so it can't be coerced into an arbitrary
template).



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# File 'app/controllers/receipts_controller.rb', line 182

def create
  @original_params = params[:original_params]
  @receipt = Receipt.new(params[:receipt])
  @customer = @receipt.customer
  @payment = Payment.new((params[:payment] || {}).merge({ amount: @receipt.amount, currency: @receipt.currency, customer_id: @receipt.customer_id }))
  @payment.remote_ip_address = NetworkConstants::HEATWAVE_PUBLIC_IP # always set this to our static public IP
  @payment.authorization_type = @receipt.category_for_authorization_type
  @receipt.email ||= @payment.email

  unique_key = "create_receipts_#{@receipt.customer_id}_#{@receipt.receipt_date}_#{@receipt.amount}"
  Receipt.with_advisory_lock(unique_key, timeout_seconds: 0) do
    if @receipt.process_cc_payment.to_b
      @payment.category = Payment::CREDIT_CARD if @receipt.credit_card?
      @payment.category = Payment::ECHECK if @receipt.echeck?

      if @receipt.credit_card? && (@duplicate_matches = duplicate_charge_matches).any?
        @cc_payment = @payment
        @check_payment = @payment
        render(action: safe_render_action, status: :unprocessable_content)
        return
      end

      # Refuse to persist a credit-card Payment when the form posted
      # without either a PaymentIntent token (`pi_…`) or a vault id.
      # That combination meant the rep submitted the form before
      # Stripe.js finished confirming the card — exactly the JS race
      # that produced the 2026-06-02 orphan (Payment 286252). Blocking
      # here means no `@payment.save!` ever runs on a partial submit
      # so no pending row can leak into the DB.
      if @receipt.credit_card? && @receipt.process_cc_payment.to_b &&
         !params.dig(:payment, :card_token).to_s.start_with?('pi_') &&
         params.dig(:payment, :vault_id).blank?
        @cc_payment = @payment
        @check_payment = @payment
        flash.now[:error] = 'Card payment was not completed — Stripe did not return a PaymentIntent. ' \
                            'Wait for the card form to finish loading and try again. ' \
                            'If the card was already charged, DO NOT retry — contact the Heatwave Team.'
        render(action: safe_render_action, status: :unprocessable_content)
        return
      end

      if @payment.valid? && @receipt.valid?
        @payment.save!
        res = @payment.gateway_class.new(@payment).purchase(@receipt)
        if res.success && res.receipt.persisted?
          @receipt.regenerate_invoice_pdf
          flash[:info] = 'Payment processed and receipt was successfully created.'
          redirect_to_return_path_or_default(receipt_path(res.receipt))
        elsif res.success && !res.receipt.persisted?
          # The card was successfully charged on Stripe BUT the Receipt
          # failed to persist. Do NOT let the rep retry the form —
          # resubmitting will mint a fresh PaymentIntent and charge the
          # card a second time (this is exactly how customer 47895 got
          # double-charged $1,925.57 on 2026-06-02).
          flash.now[:error] = 'Card was already charged on Stripe but the receipt could not be saved. ' \
                              'DO NOT click submit again — it will charge the card a second time. ' \
                              'Contact the Heatwave Team to reconcile.'
          render(action: safe_render_action, status: :unprocessable_content)
        else
          @payment = Payment.new(params[:payment] || {})
          flash.now[:error] = "Unable to process payment, message from gateway: #{res.message}"
          render(action: safe_render_action, status: :unprocessable_content)
        end
      else
        flash.now[:error] = (@payment.errors_to_s.presence || @receipt.errors_to_s.presence || 'Could not create receipt.')
        render(action: safe_render_action, status: :unprocessable_content)
      end
    elsif @receipt.save
      @receipt.regenerate_invoice_pdf
      flash[:info] = 'Receipt was successfully created.'
      redirect_to_return_path_or_default(receipt_path(@receipt))
    else
      flash.now[:error] = @receipt.errors_to_s.presence || 'Could not create receipt.'
      @cc_payment = @payment
      @check_payment = @payment
      render(action: safe_render_action, status: :unprocessable_content)
    end
  end
end

#create_payment ⇒ Object

POST /receipts/create_payment — empty stub the form posts to so
client-side validation can short-circuit before the actual
#create call. The real submit re-routes through create.



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# File 'app/controllers/receipts_controller.rb', line 317

def create_payment; end

#create_payment_intent ⇒ Object

POST /receipts/create_payment_intent — JSON endpoint that mints
a Stripe PaymentIntent for the receipt form's Stripe-Elements
widget. Returns {client_secret, payment_intent_id}. Catches
Stripe::StripeError so gateway-side validation errors come
back as 422 instead of 500.



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# File 'app/controllers/receipts_controller.rb', line 563

def create_payment_intent
  amount_cents = params[:amount_cents].to_i
  currency     = params[:currency].to_s.upcase.presence || 'USD'
  customer     = Customer.find_by(id: params[:customer_id])

  return render json: { error: 'Amount must be positive' }, status: :unprocessable_content if amount_cents <= 0

  pi_params = {
    amount_cents: amount_cents,
    currency: currency,
    capture_method: 'automatic',
    allow_redirects: 'never',
    description: "CRM Receipt#{" - #{customer.full_name}" if customer}",
    metadata: { customer_id: customer&.id }.compact
  }
  pi_params[:customer_id] = customer.stripe_customer_id if customer&.stripe_customer_id.present?

  pi = Payment::Apis::Stripe.create_payment_intent(**pi_params)
  render json: { client_secret: pi.client_secret, payment_intent_id: pi.id }
rescue ::Stripe::StripeError => e
  render json: { error: e.message }, status: :unprocessable_content
end

#credit_memo_detail ⇒ Object

GET /receipts/credit_memo_detail — JSON detail endpoint for the
credit-memo picker (parallel of #invoice_detail). Computes
remaining balance directly in SQL to avoid an N+1 across
receipt_details.



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# File 'app/controllers/receipts_controller.rb', line 413

def credit_memo_detail
  @credit_memo = CreditMemo.select("credit_memos.id as credit_memo_id, credit_memos.customer_id, credit_memos.billing_customer_id, (select parties.full_name from parties where parties.id = credit_memos.customer_id) as customer_full_name, credit_memos.total as total, (credit_memos.total - coalesce((select sum(amount) from receipt_details where receipt_details.credit_memo_id = credit_memos.id and receipt_details.state != 'voided'),0)) as remaining_balance, credit_memos.gl_date as gl_date").available_to_apply.where(reference_number: params[:reference_number]).first

  respond_to do |format|
    format.json do
      if @credit_memo.nil?
        render json: { not_found: '1' }
      else
        render json: @credit_memo.as_json.merge('customer_matches' => payor_can_apply_document?(@credit_memo.customer_id, @credit_memo.billing_customer_id))
      end
    end
  end
end

#credit_memo_lookup ⇒ Object

GET /receipts/credit_memo_lookup — JSON typeahead for the
credit-memo picker. Filters to memos with remaining balance.



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# File 'app/controllers/receipts_controller.rb', line 360

def credit_memo_lookup
  q = params[:q]&.strip
  customer_id = params[:customer_id].presence

  results = CreditMemo.available_to_apply.includes(:customer).order(id: :desc)
  if customer_id
    # Include credit memos owned by the customer's parent/child accounts,
    # not just an exact customer_id match, so a parent-account receipt can
    # offset a child account's credit memo (and vice versa).
    customer = Customer.find_by(id: customer_id)
    results = results.where(customer_id: customer&.organization_family_ids || customer_id)
  end
  results = results.where('credit_memos.reference_number ILIKE ?', "%#{q}%") if q.present?

  json_result = TomSelect.format_json_results(self, results, params[:page].presence, params[:per_page].presence || 20) do |cm|
    {
      id: cm.id,
      text: "#{cm.reference_number} - #{cm.customer.try(:full_name)} ($#{cm.balance})"
    }
  end
  render json: json_result
end

#customer_detail ⇒ Object

GET /receipts/customer_detail — JSON endpoint returning the
customer card used by the receipt-form's "selected customer"
tile (name, id, billing entity link).



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# File 'app/controllers/receipts_controller.rb', line 430

def customer_detail
  @customer = Customer.where(id: params[:id]).first

  respond_to do |format|
    format.json do
      if @customer.nil?
        render json: { not_found: '1' }
      else
        render json: @customer.attributes.merge('customer_company' => @customer.company.name).merge({ addresses: @customer.all_addresses.map { |a| { id: a.id, full_address: a.full_address } } })
      end
    end
  end
end

#do_create_from_excel ⇒ Object

POST /receipts/do_create_from_excel — bulk-create receipts from
the canonical create-template spreadsheet via CreateReceiptsWorker.
Validates the file upfront so any per-row errors come back to the
form rather than the background-job dashboard.



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# File 'app/controllers/receipts_controller.rb', line 482

def do_create_from_excel
  errors = nil
  if params[:upload].present?
    uploaded_excel_file = Upload.new(attachment: params[:upload][:imported_receipts_excel], category: :other, document_date: Date.current)
    uploaded_excel_file.save!
    errors = Receipt.validate_data_create_receipts_from_xlsx(uploaded_excel_file)
    if errors.any?
      uploaded_excel_file.destroy
      flash.now[:error] = errors.uniq.join
      render :create_from_excel, status: :unprocessable_content
    else
      job_options = { upload_id: uploaded_excel_file.id }.stringify_keys
      job_id = CreateReceiptsWorker.perform_async(job_options)

      redirect_to job_path(job_id) if job_id.present?
    end
  else
    flash.now[:error] = 'No file was uploaded'
    render :create_from_excel, status: :unprocessable_content
  end
end

#do_edit_from_excel ⇒ Object

POST /receipts/do_edit_from_excel — bulk-edit existing receipts
via EditReceiptsWorker. Same template-based validation as
#do_create_from_excel.



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# File 'app/controllers/receipts_controller.rb', line 514

def do_edit_from_excel
  errors = nil
  if params[:upload].present?
    uploaded_excel_file = Upload.new(attachment: params[:upload][:imported_receipts_excel], category: :other, document_date: Date.current)
    uploaded_excel_file.save!
    errors = Receipt.validate_data_edit_receipts_from_xlsx(uploaded_excel_file)
    if errors.any?
      uploaded_excel_file.destroy
      flash.now[:error] = errors.uniq.join
      render :edit_from_excel, status: :unprocessable_content
    else
      job_options = { upload_id: uploaded_excel_file.id }.stringify_keys
      job_id = EditReceiptsWorker.perform_async(job_options)

      redirect_to job_path(job_id) if job_id.present?
    end
  else
    flash.now[:error] = 'No file was uploaded'
    render :edit_from_excel, status: :unprocessable_content
  end
end

#do_void ⇒ Object

POST /receipts/:id/do_void — execute the void using the per-detail
reversal dates. Reminds the user when a CC payment is attached so
they know they still owe a manual Stripe refund.



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# File 'app/controllers/receipts_controller.rb', line 454

def do_void
  @receipt = Receipt.find(params[:id])
  begin
    @receipt.void_receipt(params[:reversal_dates])
    message = 'Receipt was voided.'
    message += ' Credit Card Payments also need to be refunded manually on Stripe if not already done so.' if @receipt.payment.present?
    flash[:info] = message
    redirect_to(@receipt)
  rescue StandardError => e
    @receipt.errors.add(:base, e.to_s)
    flash.now[:error] = e.to_s
    render :void, status: :unprocessable_content
  end
end

#download_sample_excel_for_creation ⇒ Object

GET /receipts/download_sample_excel_for_creation — serve the
canonical create-template spreadsheet so users start from the
right column layout.



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# File 'app/controllers/receipts_controller.rb', line 546

def download_sample_excel_for_creation
  file_path = Rails.root.join('data/import_templates/receipts/create_receipts_template.xlsx')
  send_file_accelerated(file_path, download: true, preserve_source: true)
end

#download_sample_excel_for_edition ⇒ Object

GET /receipts/download_sample_excel_for_edition — serve the
canonical edit-template (different schema from the create one).



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# File 'app/controllers/receipts_controller.rb', line 553

def download_sample_excel_for_edition
  file_path = Rails.root.join('data/import_templates/receipts/edit_receipts_template.xlsx')
  send_file_accelerated(file_path, download: true, preserve_source: true)
end

#edit ⇒ Object

GET /receipts/:id/edit — render the edit form. Builds an empty
detail row when the receipt has none, and prepares blank
CC/cheque payment scaffolds for the optional payment-and-apply
combo flow.



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# File 'app/controllers/receipts_controller.rb', line 165

def edit
  @receipt = receipt_for_form
  @receipt.receipt_details.build if @receipt.receipt_details.empty?
  @detail_balances = @receipt.detail_document_balances
  @cc_payment = Payment.new
  @check_payment = Payment.new
end

#edited ⇒ Object

GET /receipts/edited — landing page after a successful
edit-from-excel run, listing the freshly-modified receipts.



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# File 'app/controllers/receipts_controller.rb', line 538

def edited
  edited_receipt_ids = params[:edited_receipt_ids].presence || []
  @edited_receipts = Receipt.where(id: edited_receipt_ids)
end

#email ⇒ Object

GET /receipts/:id/email — open a draft communication with the
receipt-email template pre-bound. User picks recipients on the
next page.



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# File 'app/controllers/receipts_controller.rb', line 472

def email
  @receipt = Receipt.find(params[:id])
  cb = CommunicationBuilder.new(resource: @receipt, current_user: current_user)
  redirect_to new_communication_path(cb.to_params)
end

#imported ⇒ Object

GET /receipts/imported — landing page after a successful
create-from-excel run, listing the freshly-imported receipt rows.



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# File 'app/controllers/receipts_controller.rb', line 506

def imported
  new_receipt_ids = params[:new_receipt_ids].presence || []
  @imported_receipts = Receipt.where(id: new_receipt_ids)
end

#index ⇒ Object

GET /receipts — paginated, ransack-filtered list of customer
receipts, newest first. Excludes the legacy company_id IS NULL
rows that predate the multi-company split.



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# File 'app/controllers/receipts_controller.rb', line 42

def index
  @q = Receipt.where.not(company_id: nil).ransack(params[:q])
  @pagy, @receipts = pagy(@q.result.order(created_at: :desc))

  respond_to do |format|
    format.html # index.html.erb
    format.xml  { render xml: @receipts }
  end
end

#invoice_detail ⇒ Object

GET /receipts/invoice_detail — JSON detail endpoint that returns
an invoice's totals + remaining balance (computed on-the-fly
from receipt_details) for the receipt-form's invoice picker.
Returns {not_found: '1'} when the reference number doesn't
match.



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# File 'app/controllers/receipts_controller.rb', line 324

def invoice_detail
  @invoice = Invoice.select("invoices.id as invoice_id, (select orders.reference_number from orders where orders.id = invoices.order_id) as order_reference_number, (select parties.full_name from parties where parties.id = invoices.customer_id) as customer_full_name, invoices.total as total, (invoices.total - coalesce((select sum(amount + write_off + discount) from receipt_details where receipt_details.invoice_id = invoices.id and receipt_details.state != 'voided'),0)) as remaining_balance, invoices.gl_date as gl_date, invoices.customer_id, invoices.billing_customer_id").where(reference_number: params[:reference_number]).first

  respond_to do |format|
    format.json do
      if @invoice.nil?
        render json: { not_found: '1' }
      else
        render json: @invoice.as_json.merge('customer_matches' => payor_can_apply_document?(@invoice.customer_id, @invoice.billing_customer_id))
      end
    end
  end
end

#invoice_lookup ⇒ Object

GET /receipts/invoice_lookup — JSON typeahead endpoint for the
invoice picker on the receipt form. Filters to unpaid invoices,
optionally scoped to a customer, ordered newest-first.



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# File 'app/controllers/receipts_controller.rb', line 341

def invoice_lookup
  q = params[:q]&.strip
  customer_id = params[:customer_id].presence

  results = Invoice.unpaid.includes(:customer).order(id: :desc)
  results = results.where(customer_id: customer_id) if customer_id
  results = results.like_lookup(q) if q.present?

  json_result = TomSelect.format_json_results(self, results, params[:page].presence, params[:per_page].presence || 20) do |inv|
    {
      id: inv.id,
      text: "#{inv.reference_number} - #{inv.customer.try(:full_name)} ($#{inv.balance})"
    }
  end
  render json: json_result
end

#new ⇒ Object

GET /receipts/new — render the new-receipt form. Two flows:

  • From the invoices/credit-memos index, with ?invoices[]=...
    and/or ?credit_memos[]=... query params: the form is pre-built
    with one ReceiptDetail per selected document. Validates that
    the documents share customer, currency, and company before
    building the receipt.
  • From a single invoice show page, with customer_id /
    invoice_id / balance query params: builds a one-detail
    receipt for that invoice.


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# File 'app/controllers/receipts_controller.rb', line 93

def new
  @original_params = params.to_query
  if params['invoices'] || params['credit_memos']
    # parse invoices
    invoices = []
    invoice_balance = 0
    if params['invoices']
      params['invoices'].each { |i| invoices << Invoice.find(i) }
      inv_customer = invoices.first.customer
      inv_currency = invoices.first.currency
      inv_company = invoices.first.company
      invoice_balance = invoices.sum(&:balance)
    end

    # parse credit memos
    credit_memos = []
    credit_memo_balance = 0
    if params['credit_memos']
      params['credit_memos'].each { |i| credit_memos << CreditMemo.find(i) }
      cm_customer = credit_memos.first.customer
      cm_currency = credit_memos.first.currency
      cm_company = credit_memos.first.company
      credit_memo_balance = credit_memos.sum(&:balance)
    end

    # need to check that customer, currency and company matches on selections.
    # Parent/child accounts share a billing family, so a child's credit memo
    # against a parent's invoice (or vice versa) is allowed.
    if inv_customer && cm_customer && !inv_customer.same_organization_family?(cm_customer)
      flash[:error] = 'Customer does not match on invoice and credit memo selections'
      redirect_to inv_customer and return
    elsif inv_currency && cm_currency && (inv_currency != cm_currency)
      flash[:error] = 'Currency does not match on invoice and credit memo selections'
      redirect_to inv_customer and return
    elsif inv_company && cm_company && (inv_company != cm_company)
      flash[:error] = 'Company does not match on invoice and credit memo selections'
      redirect_to inv_customer and return
    else
      customer = inv_customer || cm_customer
      currency = inv_currency || cm_currency
      company = inv_company || cm_company
    end

    @receipt = Receipt.new(customer_id: customer.id, customer_name: customer.full_name, company_id: company.id, currency: currency, receipt_date: Date.current, gl_date: Date.current,
amount: (invoice_balance + credit_memo_balance))
    if params['invoices']
      invoices.each do |i|
        @receipt.receipt_details.build(invoice_id: i.id, amount: i.balance, gl_date: Date.current, category: 'Invoice', discount: 0, write_off: 0)
      end
    end
    if params['credit_memos']
      credit_memos.each do |i|
        @receipt.receipt_details.build(credit_memo_id: i.id, amount: i.balance, gl_date: Date.current, category: 'Credit Memo')
      end
    end
  else
    @receipt = Receipt.new(customer_id: params[:customer_id], customer_name: params[:customer_name], company_id: params[:company_id], currency: params[:currency], receipt_date: Date.current, gl_date: Date.current, amount: params[:balance])
    @receipt.receipt_details.build(invoice_id: params[:invoice_id], amount: params[:balance], gl_date: Date.current, category: 'Invoice', discount: 0, write_off: 0)
  end

  @payment = Payment.new(customer: @receipt.customer)

  respond_to do |format|
    format.html # new.html.erb
    format.xml  { render xml: @receipt }
  end
end

#new_payment ⇒ Object

GET /receipts/new_payment — variant entry point that opens the
payment-creation form for a customer's outstanding invoices and
credit memos. Resolves the right billing-entity customer (a
contact's parent customer, a buying-group's lead customer, etc.),
nets credit-memo balances against invoices, and refreshes the
customer's saved-card vault before rendering.



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# File 'app/controllers/receipts_controller.rb', line 289

def new_payment
  @original_params = params.to_query
  @customer = Customer.find(params[:customer_id]).determine_receipt_billing_entity
  invoices = Invoice.where(id: params[:invoices])
  credit_memos = CreditMemo.where(id: params[:credit_memos])
  invoice_balance = invoices.to_a.sum(&:balance)
  calculated_balance = invoice_balance
  currency = invoices.first&.currency
  company = invoices.first&.company

  @receipt = Receipt.new(customer_id: @customer.id, customer_name: @customer.full_name, company: company, bank_account: company&., currency: currency, receipt_date: Date.current, gl_date: Date.current)
  invoices.each do |i|
    @receipt.receipt_details.build(invoice_id: i.id, amount: i.balance, gl_date: Date.current, category: 'Invoice')
  end
  credit_memos.each do |cm|
    amount = cm.balance.abs > calculated_balance ? calculated_balance * -1 : cm.balance
    @receipt.receipt_details.build(credit_memo_id: cm.id, amount: amount, gl_date: Date.current, category: 'Credit Memo')
    calculated_balance += amount
  end

  @receipt.amount = calculated_balance
  @payment = Payment.new(customer: @customer)
  CreditCardVault.sync_stripe_status!(@customer)
end

#project_lookup ⇒ Object

GET /receipts/project_lookup — JSON typeahead for the GL-project
picker on receipt-detail rows.



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# File 'app/controllers/receipts_controller.rb', line 398

def project_lookup
  q = params[:q]&.strip

  results = LedgerDetailProject.order(:project_number).limit(20)
  results = results.where('ledger_projects.project_number::text ILIKE ? OR ledger_projects.description ILIKE ?', "%#{q}%", "%#{q}%") if q.present?

  render json: {
    results: results.map { |p| { id: p.id, text: "#{p.project_number} - #{p.summary_name}" } }
  }
end

#show ⇒ Object

GET /receipts/:id — receipt show page with linked communications.
Eager-loads every association the detail table (_table.html.erb)
reads per row — invoice (+ order/customer/shipping_address),
credit_memo (+ shipping_address), the selected ledger_company_account
(+ company/ledger_detail_account), project, business unit, and creator —
so a 600-line settlement renders in a handful of queries instead of the
~2,300 the per-row N+1 produced.



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# File 'app/controllers/receipts_controller.rb', line 59

def show
  @receipt = Receipt.includes(
    receipt_details: [
      { invoice: %i[order customer shipping_address] },
      { credit_memo: :shipping_address },
      { ledger_company_account: %i[company ledger_detail_account] },
      :ledger_detail_project,
      :business_unit,
      :creator
    ]
  ).find(params[:id])

  @q = (@receipt.try(:all_related_communications) || @receipt.communications).ransack(params[:q])
  @q.sorts = 'created_at desc' if @q.sorts.blank?

  @pagy, @communications = pagy(@q.result)
  @sender_filter_list = Employee.all.sorted

  respond_to do |format|
    format.html # show.html.erb
    format.xml  { render xml: @receipt }
  end
end

#update ⇒ Object

PATCH/PUT /receipts/:id — update receipt attributes. EDI-imported
receipts that aren't held for review auto-apply after save so
accounting doesn't have to click through twice.



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# File 'app/controllers/receipts_controller.rb', line 265

def update
  @receipt = receipt_for_form
  @cc_payment = Payment.new
  @check_payment = Payment.new

  respond_to do |format|
    if @receipt.update(params[:receipt])
      @receipt.apply if @receipt.edi_transaction_id.present? && !@receipt.hold_for_review?
      format.html { redirect_to(@receipt, info: 'Receipt was successfully updated.') }
      format.xml  { head :ok }
    else
      @detail_balances = @receipt.detail_document_balances
      format.html { render action: 'edit', status: :unprocessable_content }
      format.xml  { render xml: @receipt.errors, status: :unprocessable_content }
    end
  end
end

#void ⇒ Object

GET /receipts/:id/void — render the per-receipt-detail reversal-
date form (each detail can post against a different GL period).
Submission posts to #do_void.



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# File 'app/controllers/receipts_controller.rb', line 447

def void
  @receipt = Receipt.find(params[:id])
end