initial scaffolding

app/controllers/recurring_donations_controller.rb

@@ -0,0 +1,142 @@
+class RecurringDonationsController < ApplicationController
+
+  before_filter :is_staff_filter
+  before_filter :load_customer, :only => [:new, :create]
+
+  private
+
+  def load_customer
+    return redirect_to(donations_path, :alert => 'You must select a customer.') unless @customer = Customer.find(params[:customer_id])
+  end
+
+  public
+
+  def index
+    @total = 0
+    @params = {}
+    @page_title = "Donation history"
+    @page = (params[:page] || '1').to_i
+    @header = ''
+    @donations = Donation.
+      includes(:order,:customer,:account_code).
+      where.not(:customer_id => Customer.walkup_customer.id).
+      order(:sold_on)
+    if (params[:use_cid] && !params[:cid].blank?)  # cust id will be embedded in route in autocomplete field
+      cid = if params[:cid] =~ /^\d+$/ then params[:cid] else Customer.id_from_route(params[:cid]) end
+      @donations = @donations.where(:customer_id => cid)
+      @full_name = Customer.find(cid).full_name
+    end
+    if params[:use_date]
+      if params[:dates].blank?
+        mindate,maxdate = [Time.parse("2007-01-01"), Time.current]
+      else
+        mindate,maxdate = Time.range_from_params(params[:dates])
+        @header = "#{mindate.to_formatted_s(:compact)}-#{maxdate.to_formatted_s(:compact)}: "
+        # allow dates to be picked up as default form field for next time
+        params[:from] = mindate
+        params[:to] = maxdate
+      end
+      @donations = @donations.where(:sold_on => mindate..maxdate)
+    end
+    if params[:use_amount]
+      min,max = params[:donation_min].to_i, params[:donation_max].to_i
+      return redirect_to(donations_path, :alert => t('donations.errors.invalid_amounts')) if
+        (max.zero? && min.zero?)  || max < 0 || min < 0
+      min,max = max,min if min > max
+      @donations = @donations.where(:amount =>  min..max)
+    end
+    if params[:use_ltr_sent]
+      @donations = @donations.where(:letter_sent => nil)
+    end
+    if !params[:use_fund].blank? && !params[:donation_funds].blank?
+      @donations = @donations.where(:account_code_id => params[:donation_funds])
+    end
+    @total = @donations.sum(:amount)
+    @params = params
+
+    if params[:commit] =~ /download/i
+      send_data @donations.to_csv,  :type => 'text/csv', :filename => 'donations_report.csv'
+    else
+      @donations = @donations.paginate(:page => @page)
+      @header << "#{@donations.total_entries} transactions, " <<
+        ActionController::Base.helpers.number_to_currency(@total)
+    end
+  end
+
+  def new
+    @donation ||= @customer.donations.new(:amount => 0,:comments => '')
+  end
+
+  def create
+    @order = Order.create(:purchaser => @customer, :customer => @customer, :processed_by => current_user)
+    @donation = Donation.from_amount_and_account_code_id(
+      params[:amount].to_f, params[:fund].to_i, params[:comments].to_s)
+    @order.add_donation(@donation)
+    @order.processed_by = current_user()
+
+    sold_on = Date.from_year_month_day(params[:date])
+    case params[:payment]
+    when 'check'
+      @order.purchasemethod = Purchasemethod.get_type_by_name('box_chk')
+    when 'cash'
+      @order.purchasemethod = Purchasemethod.get_type_by_name('box_cash')
+    when 'credit_card'
+      @order.purchasemethod = Purchasemethod.get_type_by_name('web_cc')
+      @order.purchase_args =  { :credit_card_token => params[:credit_card_token] }
+      sold_on = Time.current
+    end
+    @order.comments = params[:comments].to_s
+    unless @order.ready_for_purchase?
+      flash[:alert] = @order.errors.as_html
+      render :action => 'new'
+      return
+    end
+    begin
+      @order.finalize!(sold_on)
+      redirect_to(customer_path(@customer), :notice => 'Donation recorded.')
+    rescue Order::PaymentFailedError => e
+      @order.destroy
+      redirect_to(new_customer_donation_path(@customer), :alert => e.message)
+    rescue StandardError => e
+      @order.destroy
+      # rescue ActiveRecord::RecordInvalid => e
+      # rescue Order::OrderFinalizeError => e
+      # rescue RuntimeError => e
+    end
+  end
+
+  def update
+    if (t = Donation.find_by_id(params[:id])).kind_of?(Donation)
+      now = Time.current
+      c = current_user.email rescue "(??)"
+      t.update_attributes(:letter_sent => now,
+        :processed_by => current_user)
+      Txn.add_audit_record(:customer_id => t.customer_id,
+        :logged_in_id => current_user.id,
+        :txn_type => 'don_ack',
+        :comments => "Donation ID #{t.id} marked as acknowledged")
+      result = now.strftime("%D by #{c}")
+    else
+      result = '(ERROR)'
+    end
+    render :js => %Q{\$('#donation_#{params[:id]}').text('#{result}')}
+  end
+
+  # AJAX handler for updating the text of a donation's comment
+  def update_comment_for
+    begin
+      donation = Donation.find(params[:id])
+      comments = params[:comments]
+      donation.update_attributes!(:comments => comments)
+      Txn.add_audit_record(:customer_id => donation.customer_id, :logged_in_id => current_user.id,
+        :order_id => donation.order_id,
+        :comments => comments,
+        :txn_type => "don_edit")
+      # restore "save comment" button to look like a check mark
+      render :js => %Q{alert('Comment saved')}
+    rescue ActiveRecord::RecordNotFound, ActiveRecord::RecordInvalid => e
+      error = ActionController::Base.helpers.escape_javascript(e.message)
+      render :js => %Q{alert('There was an error saving the donation comment: #{error}')}
+    end
+  end
+end

app/views/donations/index.html.haml

@@ -1,5 +1,7 @@
 %h1= @header
 
+= link_to 'Recurring Donations', recurring_donations_path, class: 'btn btn-primary', style: 'float: right; margin-top: 10px;'
+
 .pagination-container
   .pagination.mx-auto
     = will_paginate @donations, :previous_label => '«', :next_label => '»', :container => false

app/views/recurring_donations/_donation_letter_sent.html.haml

@@ -0,0 +1,5 @@
+%div[donation]
+  - if donation.letter_sent
+    = "#{donation.letter_sent.strftime('%D')} by #{Customer.find(donation.processed_by_id).first_name rescue '(???)'}"
+  - else
+    = link_to "Mark Sent", donation_path(donation), 'data-remote' => true, 'data-method' => :put, 'data-type' => 'script'

app/views/recurring_donations/_donation_search.html.haml

@@ -0,0 +1,66 @@
+.form-row
+  .col-md-5
+    = check_box_tag 'use_cid', 1, @params[:use_cid]
+    %label.col-form-label Only for customer (type first or last name):
+  .col-md-5#donor_autocomplete
+    :javascript
+      $('#use_cid').change(function() { 
+        if (! $(this).is(':checked')) { 
+          $('#show_vouchers').prop('checked',false);
+          $('#show_vouchers').prop('disabled',true);
+        } else {
+          $('#show_vouchers').prop('disabled',false);
+          $('#cid').val('');
+        };
+      });
+      $('#donor_name').focus(function() { $('#use_cid').prop('checked',true); })
+    = text_field_tag 'donor_name', @full_name, :class => '_autocomplete form-control', 'data-resultfield' => 'cid'
+    = hidden_field_tag 'cid', @params[:cid]
+
+.form-row
+  .col-md-5
+    = check_box_tag 'use_date', 1, @params[:use_date] 
+    %label.col-form-label Date is in the range:
+  .col-md-5= select_date_with_shortcuts 'dates', :from => @params[:from], :to => @params[:to], :enables => '#use_date', :class => 'form-control'
+
+.form-row
+  .col-md-5
+    = check_box_tag 'use_amount', 1, @params[:use_amount]
+    %label.col-form-label Donation amount between:
+  .input-group.col-md-2
+    .input-group-prepend
+      %span.input-group-text.form-control $
+    = number_field_tag 'donation_min', @params[:donation_min], :class => 'form-control text-right a1-no-spinner'
+    .input-group-append
+      %span.input-group-text.form-control .00
+  .col-md-1.text-center.form-control-plaintext and
+  .input-group.col-md-2
+    .input-group-prepend
+      %span.input-group-text.form-control $
+    = number_field_tag 'donation_max', @params[:donation_max], :class => 'form-control text-right a1-no-spinner'
+    .input-group-append
+      %span.input-group-text.form-control .00
+
+.form-row
+  .col-md-5
+    = check_box_tag 'use_fund', 1, @params[:use_fund]
+    %label.col-form-label Only donations to these funds:
+    %br
+    = link_to "Add/Edit Account Codes…".html_safe, account_codes_path, :class => 'btn btn-primary mx-1'
+
+  .col-md-5
+    = select_tag 'donation_funds', options_from_collection_for_select(AccountCode.all, :id, :name_with_code), :multiple => true, :class => 'form-control'
+
+.form-row
+  .col-md-5
+    = check_box_tag 'use_ltr_sent', 1, @params[:use_ltr_sent]
+    %label.col-form-label Only if letter not yet sent
+    = popup_help_for :donation_search_by_letter_sent
+
+.form-row
+  .col-md-12
+    = check_box_tag 'use_repeat_donor', 1, @params[:use_repeat_donor]
+    %label.col-form-label Only donors who have made at least
+    = select_tag 'num_donations', options_for_select(2..12)
+    donations since
+    = select_date((@params[:donated_since] || Date.today), :prefix => 'since')

app/views/recurring_donations/_update.js.erb

@@ -0,0 +1 @@
+$('#donation_<%= @id %>').text('#{result}');

app/views/recurring_donations/index.html.haml

@@ -0,0 +1,50 @@
+%h1= @header
+
+= link_to 'Donations', donations_path, class: 'btn btn-primary', style: 'float: right; margin-top: 10px;'
+
+.pagination-container
+  .pagination.mx-auto
+    = will_paginate @donations, :previous_label => '«', :next_label => '»', :container => false
+    - first,last,total = @donations.offset+1, @[email protected], @donations.total_entries
+    - if total > @donations.per_page
+      = form_tag donations_path, :method => :get do
+         •  
+        %b #{first}-#{last} of #{total}
+         •  Jump to page:
+        = text_field_tag 'page', '', :size => 4
+        = submit_tag 'Go', :class => 'btn btn-outline-primary btn-sm'
+
+= form_tag donations_path, {:method => :get} do
+  = render :partial => 'donation_search', :locals => {:params => @params}
+  .form-row
+    .col-md-4
+      = submit_tag "Search", :class => 'btn btn-success mx-1'
+      - unless @donations.empty?
+        = submit_tag 'Download to Excel', :class => 'btn btn-primary mx-1'
+        = popup_help_for 'download_to_excel'
+
+- unless @donations.empty?
+  %table.a1-table.table.table-hover#donations
+    %thead
+      %tr
+        %th Customer
+        %th Order#
+        %th Date
+        %th Item Amount
+        %th Item Description or Acct Code
+        %th Thanks Ltr Sent?
+        %th Comments
+    %tbody 
+      - @donations.each do |t|
+        %tr{:id => "donation_row_#{t.id}"}
+          %td= link_to t.customer.full_name, donations_path(:use_cid => 1, :cid => t.customer, :show_vouchers => true, :commit => 'Go')
+          %td= link_to_order_containing t
+          %td= t.sold_on.strftime '%D'
+          %td.right= number_to_currency(t.amount)
+          %td= t.item_description
+          %td= render :partial => 'donation_letter_sent', :locals => {:donation => t}
+          %td
+            = form_tag update_comment_for_donation_path(t), 'data-remote' => true, 'data-method' => 'put', 'data-type' => 'script', :class => 'form form-inline' do
+              = text_field_tag 'comments', t.comments, :id => "donation_comment_{t.id}", :class => 'donation-comment form-control form-control-sm'
+              = submit_tag '✔'.html_safe, :name => 'save', :id => "save_#{t.id}", :class => 'btn btn-sm btn-outline-success'              
+  %br

config/routes.rb

@@ -51,6 +51,12 @@
       end
     end
 
+    resources :recurring_donations, :only  => [:index, :update] do
+      member do
+        post :update_comment_for
+      end
+    end
+
     # RSS
 
     get '/ics/showdates.ics'          => 'info#showdates'