The circl from theoo

rename AffairsProductsProgram to ProductItem

Invoicing 2016

Remarks concerning invoicing 2016:

add global pref to change the default mean of payment
fix back button issue displaying text instead of the page
allow mouse middle click on any listing
fix quick add a receipt
review all cancellation (affair and invoice), whether the object is offered or cancelled, and ensure it works as expected with subscription renewal
name of the page should be more explicit than CIRCL, add section/subsection in it
when clicking on an object (invoice or receipt), lead to the affairs page and point the object directly
make "new forms" and "edit forms" visible. It's not always obvious for the client to see whether he/she's editing an object or creating a new one
prevent editing of the "cancelled" boolean on invoice when the affair's status is "not invoicable"

Write documentation and record videos for contact management

Write documentation and record videos for external services (LDAP, ODBC)

Always localize dates

Date are rarely localized, ensure all displayed date are parse with I18n.l

Write documentation and record videos for affairs management (for businesses)

Include the doc in UI (modal or new tab)

Move static javascripts to public

Uglify javascript and put it in public/javascript folder instead of app/assets
Keep in assets only coffeescript code.

in application.rb, remove config.assets.precompile and use javascript file header to load dependencies instead.

Remove unused translation aptitude

Migrate to resque

Replace background tasks with https://github.com/resque/resque

Background tasks are currently located in model/background_tasks, migrate them to /lib resque's folder.
For each task:

Test it manually within CIRCL web interface
Write a test
Cleanup remaining code in the project tree

When the migration is done, remove background_tasks table in a rails migration.
Ensure there is no occurrence of background_task model in the project tree (dead code)
Update basic code so background tasks are still visible on dashboard.

Provide resque admin backend to authenticated users with the following equivalent code in routes:

resque_constraint = lambda do |request|
  request.env['warden'].authenticate? and request.env['warden'].user.admin?
end

constraints resque_constraint do
  mount Resque::Server.new, at: "/resque"
end

Before closing the ticket, prepare two new tickets with:

setup notification area to display currently running background tasks
update dashboard panel to reflect resque features

Estimated time: 10 hours

Affairs: Update on items change

Every items (services, products, subscriptions, extras) should always trigger an affair update.

Affairs: Export service (tasks) for a list of affairs

On Administration->Affairs give the ability to export all tasks from a specific list of contact for a given period.

Migrate to i18n-tasks

Ordering values in datatables

When ordering values in datatables ensure sorting is coherent.

1 CHF != 1 USD

Use a cached value in every money case to store the true value of an object (in the same currency for instance).

Creditors

Add a view to manage creditors (feature well described in private specs)

Invoice export: specify "non-billable" invoices and record date

From an accounting point of view, it would be useful to display "non-billable" column in invoices export. And if possible, it would be useful as well to display the date when the checkbox have been toggled.

Salaries templates

Prepare a template for insurance reports (quarters) like LPP.

Improve salaries management UI

Improve perfs and UI with better Icons/Colors and typo. Make it more easy to understand.
Change "paid" icon on salaries listing.

Add global action like "export PDF" as a group from salaries listing.
Automatically fill the creation date with today.
Payment validation confirmation message is wrong (destroy instead of toggle)

Load pages using gon instead of many ajax queries

And improve user experience.

Products: Export list of products for all affairs

Give the possibility to export a list with all product for a subset of contact.
This list could contain any information based on recorded date on product_items.

People: one person may have many phones/addresses/etc

Migrate the model so it's possible to add as many attributes as wanted.

Review permissions

Simplify roles, add a warning when modifing.
Ensure specific roles match a previously defined use case.

Subscriptions: Allow presets filters to price definitions

Allow users to choose either private_tags or presets in price definitions.

Provide a stub model to test templates

When importing a new odt template (generic or invoice), it would be nice to be able to test it from the same dialog. Any template.

Round and status evaluation fails in some case

Affair's status may be wrong due to an error while computing sum (round) in invoices or affairs' value.

Migrate Tire to Elasticsearch-rails

Refactore indexing and remove Tire.
https://github.com/elastic/elasticsearch-rails

Services: add effective value in rates

In rates, a tariff has two value. One to compute the value, another for the statistics which represent the effective cost of this task.

Limit buyer's address on BVR

When the address is too long on an invoice it may break the compilation and raise the BVR up.

Global import/export toolbox

In /settings#database provide a simple tool to extract/import all information from database.
Basically, this should be a CSV from the table - fast and reliable.
In some case, when there is relations, ensure relation still exists when importing, otherwise this may lead to inconsistency.

This should serve as backup as well, a simple button "download all my CIRCL data" with privacy information should be provided.

touch affairs when updating subscription

If subscription's title is updated, all invoices should be recalculated. By touching affairs or invoices it ensure the recalculation.

Swap datepicker with a less buggy version

Like http://eonasdan.github.io/bootstrap-datetimepicker/ maybe.
In some case the current datepicker raise an error and the whole js is corrupted.

Affairs: Allow user to set a qt of pieces and qt of unit

It should be possible to order 3pc of 1.2m long extruded profile for instance.
Today it's only 1.2m or 3pc, pc being a unit.

Write documentation and record videos for subscription management

Affairs: Statistics

Accepted affairs with first account sent, amount
Affairs finalized with all invoices paid, amount
Open affairs, no account sent

Export person's salaries

Give access to a method to export all salaries for a given person or a group of person.

UI consistency

each table / listing should be exportable as CSV
button places
lock form and listing while updating/destroying (yet, make it synchronized!)
place documentation icons and panels
tables with checkbox should act like creditors' table

Affairs: set as "non billable" parent invoice when importing payments

When importing payments, if the parent invoice subscribe to the same subscription as the child invoice, set it as "non billable". It will close the invoice and remove it from statistics.

Check double toolbox

Ensure user can check double in administration->tags.
This means if a person is tagged in more than one tag, provide a toolbox to see it.

Write documentation and record videos for salaries management

Search person's name in table

Find a global solution to search names in table. Name can contains organization name, firsrt name and last name. It requires a nice query to do so, or simply a cached object in people table.

Most of datatables query are based on id or last_name which doesn't makes always sense.

Merge private and public tags

Instead of two tables, use one UI and a boolean.

Cleanup /lib

There is a lots of extensions and small "tools" in /lib, organize and cleanup this folder.

An affair should not have more than one subscription

The current model allow more than one subscription, it's useless. A subscription = an affair, it could simplify a lot of processes and the overall understanding of this system.
For instance, affair.title is locked to subscription.title yet, when subscription exists.

French spelling

Review all french spelling

Ensure page length change doesn't disturb user

On some case like person's affair page, when using panels the page may flick a lot and focus being lost.
Try to avoid too much movement on the page when working on it (doesn't reload useless things, and do it the smart way).
Get inspiration from Angular maybe.

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