Merchant Show

_cashadvance_payments_show.html.erb

<%= form_for(cashadvance) do |f| %>
  <fieldset id='current_advance'>
    <legend>Cash Advance</legend>
    <p>
      <b>Start Date:</b>
      <%=h cashadvance.start_date.strftime("%m/%d/%Y") %>
    </p>
    <p>
      <b>Expected Duration:</b>
      <%=h "#{cashadvance.expected_duration}  months" %>
    </p>
    <p>
      <b>Split Percentage:</b>
      <%=h number_to_percentage cashadvance.split_percentage %>
    </p>
    <p>
      <b>Advance Amount:</b>
      <%=h number_to_currency cashadvance.advance_amount %>  
    </p>
    <p>
      <b>Factor Rate:</b>
      <%=h number_to_percentage cashadvance.factor_rate %>
    </p>
    <p>
      <b>Payback Amount:</b>
      <%=h number_to_currency cashadvance.payback_amount %>
    </p>
   <p>
      <b>Amount Paid:</b>
      <%=h number_to_currency cashadvance.amount_paid %>
    </p>
    <p>
      <b>Percentage Paid:</b>
      <%=h number_to_percentage cashadvance.percentage_paid %>
    </p>
    <p>
      <b>Amount Owed:</b>
      <%=h number_to_currency cashadvance.amount_owed %>
    </p>

    <p>
      <%= link_to 'Edit Cash Advance', edit_cashadvance_path(cashadvance) %> |
      <%= link_to 'Back', merchants_path %>
    </p>
    
    <p>
      <%= submit_tag 'Create Refi', :id => "refi_button", :class => "renewal_button" %>   
      <%= submit_tag 'Create Reup', :id => "reup_button", :class => "renewal_button" %>
    </p>

  </fieldset>

  <fieldset id='payments'>
    <legend>Payments</legend>
    <%= link_to "Add Payment", new_cashadvance_payment_path(cashadvance) %>
    <table>
      <tr>
        <th>Date</th>
        <th>Amount</th>
        <th>Manual Release</th>
        <th></th>
        <th></th>
      </tr>
      <% cashadvance.payments.each do |pay| %>
        <tr>
          <td><%=h pay.created_at.strftime("%m/%d/%Y") %></td>
          <td><%=h number_to_currency pay.amount %></td>
          <td><%= pay.manual_release? ? "YES" : "NO" %></td>
          <td><%=h pay.note %></td>
          <td><%= link_to "Edit Payment", edit_payment_path(pay) %></td>
          <td>
            <%= link_to "Delete Payment", payment_path(pay), :confirm => 
                'Are you sure you want to delete this payment?',:method => 
                :delete %>
          </td>
        </tr>
      <% end %>
    </table>
  </fieldset>
<% end %>

<div id="renewal_container">
  <%= render :partial => "cashadvances/renew.html.erb", :locals => { :renewal => cashadvance.renewal } %>
</div>
<%= content_for :javascript_includes do %>
  <%= javascript_include_tag "renew_advance" %>
<% end %>

_renew.html.erb

<%= form_for(renewal, :url => renew_cashadvance_path(renewal.current_id)) do |f| %>
  <%= f.error_messages %>
  <%= f.hidden_field :current_id %>
  <div class="field">
    <%= f.label :current_balance %><br />
    <%= f.text_field :current_balance %>
  </div>
  <div class="fields">
    <%= f.label :purchase_price %><br />
    <%= f.text_field :purchase_price %>
  </div>
  <div class="fields">
    <%= f.label :factor_rate %><br />
    <%= f.text_field :factor_rate %>
  </div>
  <div class="fields">
    <%= f.label :purchased_amount %><br />
    <%= f.text_field :purchased_amount %>
  </div>
  <div class="fields" id="withheld">
    <%= f.label :amount_withheld %><br />
    <%= f.text_field :amount_withheld %>
  </div>
  <div class="fields">
    <%= f.label :split_percentage %><br />
    <%= f.text_field :split_percentage %>
  </div>
  <div class="fields">
    <%= f.label :expected_duration %><br />
    <%= f.text_field :expected_duration %>
  </div>
  <p>
    <%= f.submit "Create Renewal" %>
  </p>
<% end %>

cashadvance.rb

class Cashadvance < ActiveRecord::Base
  belongs_to :merchant, :inverse_of => :cashadvances
  has_many :payments
  validates_presence_of :start_date, :factor_rate, :advance_amount, :expected_duration, :merchant

  before_create :verify_zero_owed
  
  def payback_amount
    advance_amount * factor_rate
  end

  def amount_owed
    payback_amount - payments.sum(:amount)
  end

  def amount_paid
    payments.sum(:amount)
  end

  def percentage_paid
    (amount_paid * 100) / payback_amount
  end

  def renewal
    Renewal.new :current_id => id, :current_balance => amount_owed
  end

  private
  def verify_zero_owed
    merchant.cashadvances.each do |advance|
      if advance.amount_owed > 0 && !advance.id.nil?
        errors.add(:base, "can't add new cash advance, merchant owes on previous cash advance.")
        return false
      end
    end
  end
end

merchant.rb

class Merchant < ActiveRecord::Base
  has_many :cashadvances, :inverse_of => :merchant  
  belongs_to :user
  belongs_to :funder
  belongs_to :iso
  belongs_to :administrator
  accepts_nested_attributes_for :cashadvances
  before_validation(:on => :create) { initialize_cashadvances }
  
  validates_presence_of :mid, :dba

  def current_cashadvance
    sorted = cashadvances.sort_by { |ca| ca.start_date }
    sorted.reverse.first
  end
  
  private
  def initialize_cashadvances
    cashadvances.each { |ca| ca.merchant = self }
  end
end

renewal.rb

class Renewal
  extend ActiveModel::Naming

  attr_accessor :current_id, :current_balance, :purchase_price, :factor_rate,
    :purchased_amount, :amount_withheld, :split_percentage, :expected_duration

  def initialize(attributes = {})
    attributes.each do |name, value|
      send("#{name}=", value)
    end
  end

  def to_key
  end

  def to_param
    to_key
  end

  def renew
    current_advance = Cashadvance.find(current_id)
    new_advance = Cashadvance.new(:advance_amount => purchase_price, :factor_rate =>
                                   factor_rate, :split_percentage => split_percentage,
                                   :expected_duration => expected_duration, :start_date => 
                                   Date.today, :merchant => current_advance.merchant)
    if new_advance.valid?
      currently_owes = current_advance.amount_owed
      current_advance.payments.build(:amount => currently_owes, :manual_release => true,
                                     :note => "System Generated during renewal, balance forwarded to new advance")
      current_advance.save
      new_advance.save
      new_advance.payments.build(:amount => -1 * currently_owes, :manual_release => true,
                                  :note => "System Generated during renewal, balance forwarded from previous advance")
      new_advance.save
      return new_advance
    else
      return false
    end
  end

end

show.html.erb

<fieldset id="merchant_details">
  <legend>Merchant Details</legend>
  <p>
    <b>Mid:</b>
    <%=h @merchant.mid %>
  </p>

  <p>
    <b>Dba:</b>
    <%=h @merchant.dba %>
  </p>
  <p>
    <b>Funder:</b>
    <%=h @merchant.funder.name if @merchant.funder %>
  </p>
  <p>
    <%= link_to 'Edit Merchant', edit_merchant_path(@merchant) %> |
    <%= link_to 'Back', merchants_path %>
  </p>
</fieldset>
<% unless @merchant.current_cashadvance.nil? %>
<%= render :partial => "cashadvances/cashadvance_payments_show", :locals =>
  { :cashadvance => @merchant.current_cashadvance } %>
<% end %>