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update report and customer

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This commit is contained in:
Aung Myo
2017-06-22 13:35:20 +06:30
parent 187caa5253
commit 3d838bc989
12 changed files with 161 additions and 128 deletions
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4
app/controllers/crm/customers_controller.rb
View File

@@ -46,7 +46,7 @@ class Crm::CustomersController < BaseCrmController
end
#get customer amount
@customer = Customer.find(params[:id])
@customer = Customer.find(params[:id])
@response = Customer.get_membership_transactions(@customer)
#end customer amount
@@ -201,6 +201,6 @@ end
def customer_params
params.require(:customer).permit(:name, :company, :contact_no, :email,
:date_of_birth,:salution,:gender,:nrc_no,:address,:card_no)
:date_of_birth,:salutation,:gender,:nrc_no,:address,:card_no)
end
end

4
app/controllers/reports/daily_sale_controller.rb
View File

@@ -4,6 +4,10 @@ class Reports::DailySaleController < BaseReportController
from, to ,report_type = get_date_range_from_params
@sale_data = Sale.daily_sales_list(from,to)
@tax = SaleTax.get_tax(from,to)
respond_to do |format|
format.html
format.xls
end
end
def show

4
app/controllers/reports/receipt_no_controller.rb
View File

@@ -8,6 +8,10 @@ class Reports::ReceiptNoController < BaseReportController
puts to
@sale_data = Sale.get_receipt_no_list(from,to)
@sale_data = Kaminari.paginate_array(@sale_data).page(params[:page]).per(50)
respond_to do |format|
format.html
format.xls
end
end
def show

5
app/controllers/reports/sale_item_controller.rb
View File

@@ -5,6 +5,11 @@ class Reports::SaleItemController < BaseReportController
from, to, report_type = get_date_range_from_params
@sale_data = Sale.get_by_range_by_saleitems(from,to,Sale::SALE_STATUS_COMPLETED,report_type)
respond_to do |format|
format.html
format.xls
end
end
def show

2
app/views/api/customers/index.json.jbuilder
View File

@@ -1,3 +1,3 @@
json.array! @customers, :id, :name, :company, :contact_no,:salution,
json.array! @customers, :id, :name, :company, :contact_no,:salutation,
:gender,:nrc_no,:address,:card_no, :membership_type,
:membership_id, :created_at

2
app/views/api/customers/show.json.jbuilder
View File

@@ -1,4 +1,4 @@
json.extract! @customer, :id, :name, :company, :contact_no,:salution,
json.extract! @customer, :id, :name, :company, :contact_no,:salutation,
:gender,:nrc_no,:address,:card_no, :membership_type,
:membership_id, :created_at
json.invoices do

2
app/views/crm/customers/_crm_customer.json.jbuilder
View File

@@ -1,2 +1,2 @@
json.extract! crm_customer, :id, :name, :company, :contact_no, :email, :date_of_birth, :membership_id, :membership_type, :membership_authentication_code, :created_at, :updated_at
json.extract! crm_customer, :id, :name, :company, :contact_no, :email, :date_of_birth, :membership_id, :membership_type, :membership_authentication_code, :created_at, :updated_at,:salutation, :gender,:nrc_no,:address,:card_no
json.url crm_customer_url(crm_customer, format: :json)

8
app/views/crm/customers/index.html.erb
View File

@@ -120,7 +120,7 @@ $(document).on('click',".customer_tr",function(){
$('#customer_company').val(data.company);
$('#customer_contact_no').val(data.contact_no);
$('#customer_email').val(data.email);
$('#customer_salution').val(data.salution);
$('#customer_salutation').val(data.salutation);
$('#customer_nrc_no').val(data.nrc_no);
$('#customer_card_no').val(data.card_no);
$('#customer_address').val(data.address);
@@ -133,11 +133,11 @@ $(document).on('click',".customer_tr",function(){
$('.female').prop( "checked", true )
}
if(data.salution == 'Mr') {
if(data.salutation == 'Mr') {
$('.mr').prop( "checked", true )
}else if(data.salution == 'Miss') {
}else if(data.salutation == 'Miss') {
$('.miss').prop( "checked", true )
}else if(data.salution == 'Mrs'){
}else if(data.salutation == 'Mrs'){
$('.mrs').prop( "checked", true )
}else{
$('.mdm').prop( "checked", true )

3
app/views/crm/customers/show.json.jbuilder
View File

@@ -1,5 +1,4 @@
json.extract! @crm_customer, :id, :name, :company, :contact_no, :email, :date_of_birth,
:membership_id, :membership_type, :membership_authentication_code,
:created_at, :updated_at,
:salution, :gender,:nrc_no,:address,:card_no
:salutation, :gender,:nrc_no,:address,:card_no
json.url crm_customer_url(@crm_customer, format: :json)

8
app/views/origami/customers/index.html.erb
View File

@@ -225,7 +225,7 @@
$('.select > option[value="'+data.membership_id+'"]').attr('selected','selected');
$('.membership_authentication_code').val(data.membership_authentication_code);
$('#customer_salution').val(data.salution);
$('#customer_salutation').val(data.salutation);
$('#customer_nrc_no').val(data.nrc_no);
if (data.gender == 'Male') {
@@ -234,11 +234,11 @@
$('.female').prop( "checked", true )
}
if (data.salution == 'Mr') {
if (data.salutation == 'Mr') {
$('.mr').prop( "checked", true )
} else if(data.salution == 'Miss') {
} else if(data.salutation == 'Miss') {
$('.miss').prop( "checked", true )
}else if(data.salution == 'Mrs'){
}else if(data.salutation == 'Mrs'){
$('.mrs').prop( "checked", true )
}else{
$('.mdm').prop( "checked", true )

246
app/views/reports/sale_item/index.xls.erb
View File

@@ -1,116 +1,136 @@
<div class="card row">
<div class="table-responsive">
<table class="table table-bordered">
<thead>
<% if params[:from]%>
<tr>
<th colspan="17"> Sale (<%= params[:from] rescue '-' %> - <%= params[:to] rescue '-'%>)</th>
</tr>
<% end %>
<tr>
<th style='text-align:center;'>Sr.no</th>
<th style='text-align:center;'>Date</th>
<th style='text-align:center;'>Daily Void Amount</th>
<th style='text-align:center;'>Daily mpu Sales</th>
<th style='text-align:center;'>Daily master Sales</th>
<th style='text-align:center;'>Daily visa Sales</th>
<th style='text-align:center;'>Daily jcb Sales</th>
<th style='text-align:center;'>Daily paypar Sales</th>
<th style='text-align:center;'>Daily Cash Sales</th>
<th style='text-align:center;'>Daily Credit Sales</th>
<th style='text-align:center;'>Daily FOC Sales</th>
<th style='text-align:center;'>(Daily Discount)</th>
<th style='text-align:center;'>Grand Total + <br/> Rounding Adj.</th>
<th style='text-align:center;'>Rounding Adj.</th>
<th style='text-align:center;'>Grand Total</th>
</tr>
</thead>
<% unless @sale_data.empty? %>
<tbody>
<% void = 0 %>
<% mpu = 0 %>
<% master = 0 %>
<% visa = 0 %>
<% jcb = 0 %>
<% paypar = 0 %>
<% cash = 0 %>
<% credit = 0 %>
<% foc = 0 %>
<% discount = 0 %>
<% total = 0 %>
<% grand_total = 0 %>
<% count = 1 %> <% rounding_adj = 0 %>
<% @sale_data.each do |sale| %>
<% void += sale[:void_amount] %>
<% mpu += sale[:mpu_amount] %>
<% master += sale[:master_amount] %>
<% visa += sale[:visa_amount] %>
<% jcb += sale[:jcb_amount] %>
<% paypar += sale[:paypar_amount] %>
<% cash += sale[:cash_amount] %>
<% credit += sale[:credit_amount] %>
<% foc += sale[:foc_amount] %>
<% discount += sale[:total_discount] %>
<% total += sale[:grand_total].to_f + sale[:rounding_adj].to_f %>
<% grand_total += sale[:grand_total].to_f %>
<% rounding_adj += sale[:rounding_adj].to_f %>
<tr>
<td style='text-align:right;'><%= count %></td>
<td><%= sale[:sale_date].strftime("#{sale[:sale_date].day.ordinalize} %b") rescue '-' %></td>
<td style='color:red;text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:void_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:mpu_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:master_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:visa_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:jcb_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:paypar_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:cash_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:credit_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:foc_amount]), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'>(<%= number_with_delimiter(sprintf("%.2f",sale[:total_discount]), :delimiter => ',') rescue '-'%>)</td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:grand_total].to_f + sale[:rounding_adj].to_f ), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:rounding_adj].to_f), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",sale[:grand_total]), :delimiter => ',') rescue '-'%></td>
</tr>
<% count = count + 1 %>
<% end %>
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="utf-8">
<meta http-equiv="Content-type" content="application/vnd.ms-excel; charset=UTF-8">
</head>
<body>
<div class="span12">
<% unless @sale_data.blank? %>
<tr style="font-weight:600;">
<td colspan="3" style='text-align:center;'>Total</td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",mpu_amount), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",master_amount), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",visa_amount), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",jcb_amount), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",paypar_amount), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",cash), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",credit), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",foc), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'>(<%= number_with_delimiter(sprintf("%.2f",discount), :delimiter => ',') rescue '-'%>)</td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",total), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",rounding_adj), :delimiter => ',') rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",grand_total), :delimiter => ',') rescue '-'%></td>
</tr>
<table class="table table-striped" id="items_table" border="0">
<thead>
<% total_tax = 0 %>
<% unless @tax.empty? %>
<% @tax.each do |tax| %>
<% total_tax += tax.tax_amount.to_f %>
<tr style="font-weight:600;">
<td colspan="12" style='text-align:right;'><%= tax.tax_name rescue '-'%></td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",tax.tax_amount), :delimiter => ',') rescue '-'%></td>
<td colspan="2">&nbsp;</td>
</tr>
<% end %>
<% net = total - total_tax %>
<tr style="font-weight:600;">
<td colspan="12" style='text-align:right;'>Net Amount</td>
<td style='text-align:right;'><%= number_with_delimiter(sprintf("%.2f",net), :delimiter => ',') rescue '-'%></td>
<td colspan="2">&nbsp;</td>
</tr>
<% end %>
</tbody>
<% if !params[:from].blank?%>
<tr>
<th colspan="7">From Date : <%= params[:from] %> , To Date : <%= params[:to] %></th>
</tr>
<% end %>
<% if @shift_from %>
<tr>
<% if @shift_data.employee %>
<% cashier_name = !@shift_data.nil? ? @shift_data.employee.name : '-' %>
<% end %>
<th colspan="7">Shift Name = <%= @shift_from %> - <%= @shift_to %> ( <%= cashier_name %> )</th>
</tr>
<% end %>
<tr>
<th>&nbsp;</th>
<th>Menu Category</th>
<th>Code</th>
<th>Product</th>
<th>Total Item</th>
<th>Unit Price</th>
<th>Revenue</th>
</tr>
</thead>
<tbody>
<% acc_arr = Array.new %>
<% cate_arr = Array.new %>
<% sub_total = 0.0 %>
<% count = 0%>
<% total_price = 0.0 %>
<% cate_count = 0 %>
<% acc_count = 0%>
<% grand_total = 0%>
<% total_discount = 0.0 %>
<% @sale_data.order("total_item desc").each do |sale| %>
<% if !acc_arr.include?(sale.account_id) %>
<tr>
<td><b><%= sale.account_name %></b></td>
<td colspan="4">&nbsp;</td>
<td>Total Price By <%= sale.account_name %></td>
<td>
<% @totalByAccount.each do |account, total| %>
<% if sale.account_id == account %>
<b><%= total %></b>
<% end %>
<% end %>
</td>
</tr>
<% acc_arr.push(sale.account_id) %>
<% end %>
<tr>
<td>&nbsp;</td>
<% if !cate_arr.include?(sale.menu_category_id) %>
<td><%= sale.menu_category_name %></td>
<% cate_arr.push(sale.menu_category_id) %>
<% else %>
<td>&nbsp;</td>
<% end %>
</table>
</div>
</div>
<td><%= sale.code rescue '-' %></td>
<% if @item_table == 'sale' %>
<% if sale.item_remark == 'FOC' %>
<td><%= '[PROMO] '.to_s + sale.product_name.to_s rescue '-' %></td>
<% elsif sale.item_remark == 'FOC ITEM' %>
<td><%= '[DIS:QTY] '.to_s + sale.product_name.to_s rescue '-' %></td>
<% elsif sale.item_remark == 'DISCOUNT' %>
<td><%= '[DIS:TP] '.to_s + sale.product_name.to_s rescue '-' %></td>
<% else %>
<td><%= sale.product_name.to_s rescue '-' %></td>
<% end %>
<% if sale.item_remark == 'DISCOUNT' %>
<td> - </td>
<td> - </td>
<td><%= sale.total_price.abs rescue '-' %></td>
<% total_price += sale.total_price %>
<% else %>
<td><%= sale.total_item.abs rescue '-' %></td>
<td><%= sale.unit_price rescue '-' %></td>
<td><%= sale.grand_total.abs rescue '-' %></td>
<% end %>
<% else %>
<td><%= sale.product_name.to_s rescue '-' %></td>
<td><%= sale.total_item.abs rescue '-' %></td>
<td><%= sale.unit_price rescue '-' %></td>
<td><%= sale.grand_total.abs rescue '-' %></td>
<% end %>
</tr>
<!-- sub total -->
<% @menu_cate_count.each do |key,value| %>
<% if sale.menu_category_id == key %>
<% count = count + 1 %>
<% sub_total += sale.grand_total %>
<% if count == value %>
<tr>
<td colspan="5">&nbsp;</td>
<td>Sub Total</td>
<td ><span class="underline"><%= sub_total + total_price %></span></td>
</tr>
<% sub_total = 0.0%>
<% total_discount = total_discount + total_price %>
<% total_price = 0.0%>
<% count = 0%>
<% end %>
<% end %>
<% end %>
<!-- end sub total -->
<% grand_total += sale.grand_total%>
<% end %>
<tr>
<td colspan="5">&nbsp;</td>
<td>Grand Total</td>
<td><span class="double_underline"><%= grand_total + total_discount %></span></td>
</tr>
</tbody>
</table>
<% end %>
</div>
</body>
</html>

1
config/initializers/mime_types.rb
View File

@@ -2,3 +2,4 @@
# Add new mime types for use in respond_to blocks:
# Mime::Type.register "text/richtext", :rtf
Mime::Type.register 'application/vnd.ms-excel', :xls