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feat(exchange): enterprise module exchange rate
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This commit migrates the exchange rate module to the enterprise settings
page.  The exchange rate is now completely set in a hovering modal.

Important changes :
 1. Breaks out enterprise routes into enterprise.routes.js
 2. Removes tests for exchange rates
 3. Adds "limit" option to exchange rates for efficient loading.
 4. Adds ui-view to embed the exchange rate panel.

TODOs:
 1. Remove the old exchange rate files.
 2. Set default sort direction for data.
 3. Implement exchange rate modal
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Jonathan Niles authored and sfount committed Nov 23, 2016
1 parent b370307 commit 1f2edc4
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Showing 15 changed files with 195 additions and 72 deletions.
7 changes: 3 additions & 4 deletions client/src/i18n/en.json
Original file line number Diff line number Diff line change
Expand Up @@ -247,13 +247,12 @@
},
"EXCHANGE": {
"ADDING_RATE" : "Adding an exchange Rate",
"ADD_EXCHANGE" : "Add Exchange Rates",
"DESCRIPTION" : "This interface allows you to add an exchange rate",
"ENTERPRISE_CURRENCY" : "Enterprise Currency",
"NEW_RATE" : "New Rate",
"EXCHANGE_RATES" : "Exchange Rate(s)",
"REVIEW" : "Review Rates ",
"REVIEW_RATE" : "Review the exchange Rate",
"TITLE" : "Configure Exchange Rates"
"TITLE" : "Configure Exchange Rates",
"RATE_SET" : "rate last set"
},
"FISCAL": {
"ALREADY_CLOSED" : "Already closed",
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10 changes: 0 additions & 10 deletions client/src/js/app.js
Original file line number Diff line number Diff line change
Expand Up @@ -25,16 +25,6 @@ function bhimaConfig($stateProvider, $urlMatcherFactoryProvider) {
controller : 'LoginController as LoginCtrl',
templateUrl : 'partials/login/login.html'
})
.state('enterprises', {
url : '/enterprises',
controller: 'EnterpriseController as EnterpriseCtrl',
templateUrl: 'partials/enterprises/enterprises.html'
})
.state('exchange', {
url : '/exchange',
controller : 'ExchangeRateController as ExchangeCtrl',
templateUrl: 'partials/exchange/exchange.html'
})
.state('settings', {
url : '/settings?previous',
controller: 'settings as SettingsCtrl',
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6 changes: 4 additions & 2 deletions client/src/js/services/ExchangeRateService.js
Original file line number Diff line number Diff line change
Expand Up @@ -45,14 +45,16 @@ function ExchangeRateService($http, util, Currencies, Session) {

/* ------------------------------------------------------------------------ */

function read() {
function read(options) {
var rates;

options = options || {};

// if we have local cached rates, return them immediately
//if (cache) { return $q.resolve(cache); }

// query the exchange_rate table on the backend
return $http.get('/exchange')
return $http.get('/exchange', options)
.then(util.unwrapHttpResponse)
.then(function (data) {

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49 changes: 23 additions & 26 deletions client/src/partials/enterprises/enterprises.html
Original file line number Diff line number Diff line change
Expand Up @@ -54,11 +54,6 @@
</div>
</div>

<bh-currency-select
currency-id="EnterpriseCtrl.enterprise.currency_id"
validation-trigger="EnterpriseCtrl.$submitted">
</bh-currency-select>

<!-- gain account -->
<div class="form-group" ng-class="{ 'has-error' : EnterpriseForm.$submitted && EnterpriseForm.gain_account.$invalid }">
<label class="control-label">
Expand Down Expand Up @@ -176,29 +171,31 @@

<!-- project form -->
<div class="col-md-6">
<div class="panel panel-primary">
<div class="panel-heading">
<b><i class="fa fa-cube"></i> {{ 'TREE.PROJECT' | translate }}</b>
</div>

<div class="panel panel-primary">
<div class="panel-heading">
<b><i class="fa fa-cube"></i> {{ 'TREE.PROJECT' | translate }}</b>
</div>

<ul class="list-group">
<li class="list-group-item" ng-repeat="p in EnterpriseCtrl.projects track by p.id">
<i class="fa fa-hospital-o"></i>
<span>{{ p.name }} ({{ p.abbr }})</span>
<a data-delete="{{ p.abbr }}" class="badge badge-danger" ng-click="EnterpriseCtrl.deleteProject(p.id, p.name)"><i class="fa fa-trash"></i> {{ 'FORM.BUTTONS.DELETE' | translate }}</a>
<a data-update="{{ p.abbr }}" class="badge badge-info" ng-click="EnterpriseCtrl.editProject(p.id)"><i class="fa fa-edit"></i> {{ 'FORM.BUTTONS.EDIT' | translate }}</a>
</li>
</ul>

<div class="panel-footer text-right">
<button type="submit" class="btn btn-default"
data-method="create"
ng-click="EnterpriseCtrl.addProject()">
<i class="fa fa-plus"></i> {{ 'FORM.LABELS.ADD' | translate }}
</button>
</div>
<ul class="list-group">
<li class="list-group-item" ng-repeat="p in EnterpriseCtrl.projects track by p.id">
<i class="fa fa-hospital-o"></i>
<span>{{ p.name }} ({{ p.abbr }})</span>
<a data-delete="{{ p.abbr }}" class="badge badge-danger" ng-click="EnterpriseCtrl.deleteProject(p.id, p.name)"><i class="fa fa-trash"></i> {{ 'FORM.BUTTONS.DELETE' | translate }}</a>
<a data-update="{{ p.abbr }}" class="badge badge-info" ng-click="EnterpriseCtrl.editProject(p.id)"><i class="fa fa-edit"></i> {{ 'FORM.BUTTONS.EDIT' | translate }}</a>
</li>
</ul>

<div class="panel-footer text-right">
<button type="submit" class="btn btn-default"
data-method="create"
ng-click="EnterpriseCtrl.addProject()">
<i class="fa fa-plus"></i> {{ 'FORM.LABELS.ADD' | translate }}
</button>
</div>
</div>

<!-- embedded exchange rate -->
<div ui-view="exchange"></div>

</div>
</div>
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20 changes: 20 additions & 0 deletions client/src/partials/enterprises/enterprises.routes.js
Original file line number Diff line number Diff line change
@@ -0,0 +1,20 @@
angular.module('bhima.routes')
.config(['$stateProvider', function ($stateProvider) {

$stateProvider
.state('enterprises', {
abstract : true,
url : '/enterprises',
controller: 'EnterpriseController as EnterpriseCtrl',
templateUrl: 'partials/enterprises/enterprises.html'
})
.state('enterprises.page', {
url : '',
views : {
'exchange@enterprises' : {
templateUrl : 'partials/enterprises/exchange/exchange.html',
controller : 'ExchangeController as ExchangeCtrl'
}
}
});
}]);
43 changes: 43 additions & 0 deletions client/src/partials/enterprises/exchange/exchange.html
Original file line number Diff line number Diff line change
@@ -0,0 +1,43 @@
<div class="panel panel-default">

<div class="panel-heading clearfix">
{{ "EXCHANGE.TITLE" | translate }}
</div>

<div class="panel-body" style="height : 300px; overflow : hidden">

<!-- show a loading indicator while loading -->
<p
ng-if="ExchangeCtrl.loading"
class="text-muted">
<i class="fa fa-circle-o-notch fa-spin"></i>
{{ "FORM.INFO.LOADING" | translate }}
</p>

<!-- button to set a new exchange rate -->
<button class="btn btn-default btn-block" ng-click="ExchangeCtrl.setNewExchangeRate()">
<i class="fa fa-balance-scale"></i>
{{ "FORM.BUTTONS.UPDATE" | translate }} {{ "EXCHANGE.EXCHANGE_RATES" | translate }}
</button>

<!-- show a warning if no rates exist -->
<p
ng-if="!ExchangeCtrl.loading && ExchangeCtrl.rates.length === 0"
class="text-warning">
<span class="fa fa-warning"></span>
{{ "EXCHANGE.ADD_EXCHANGE" | translate }}
</p>

<br />

<p>{{ "EXCHANGE.ENTERPRISE_CURRENCY" | translate}}: <i>{{ ExchangeCtrl.formatCurrency(ExchangeCtrl.enterpriseCurrencyId) }}</i></p>

<ul class="list-unstyled">
<li data-exchange-rate-element ng-repeat="rate in ExchangeCtrl.rates">
<i class="fa fa-clock-o"></i> <b>{{ rate.rate }} {{ ExchangeCtrl.formatCurrency(rate.currency_id) }} </b> {{ "EXCHANGE.RATE_SET" | translate }} <span am-time-ago="rate.date"></span>.
<br />
<span class="icon-spacer text-muted"><i>{{rate.date | date : 'medium'}}</i></span>
</li>
</ul>
</div>
</div>
44 changes: 44 additions & 0 deletions client/src/partials/enterprises/exchange/exchange.js
Original file line number Diff line number Diff line change
@@ -0,0 +1,44 @@
angular.module('bhima.controllers')
.controller('ExchangeController', ExchangeController);

ExchangeController.$inject = [
'SessionService', 'ExchangeRateService', 'NotifyService', 'CurrencyService', '$uibModal'
];

// this powers the exchange rate ui-view in the enterprise page
function ExchangeController(Session, Exchange, Notify, Currencies, $uibModal) {
var vm = this;

vm.loading = true;
vm.enterpriseCurrencyId = Session.enterprise.currency_id;

// load the exchange rates
function loadRates() {
Exchange.read({ limit : 5 })
.then(function (rates) {
vm.rates = rates;
})
.catch(Notify.handleError)
.finally(function () {
vm.loading = false;
});
}

// formats the currency nicely
vm.formatCurrency = function formatCurrency(id) {
return Currencies.name(id) + ' (' + Currencies.symbol(id) + ')';
};

// opens a modal to set a new exchange rate
vm.setNewExchangeRate = function setNewExchangeRate() {
var instance = $uibModal.open({
templateUrl : 'partials/enterprises/exchange/exchange.modal.html',
controller : 'ExchangeRateModalController as ModalCtrl'
}).result;

instance
.then(loadRates);
};

loadRates();
}
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4 changes: 2 additions & 2 deletions client/src/partials/exchange/exchange.html
Original file line number Diff line number Diff line change
Expand Up @@ -30,7 +30,7 @@
<tr id="rate-{{ $index + 1 }}" ng-repeat="rate in ExchangeCtrl.rates | orderBy:'-date' | limitTo:12" ng-click="ExchangeCtrl.update(rate)">
<td>{{ rate.date | date }}</td>
<td>{{ ExchangeCtrl.formatCurrency(rate.currency_id) }}</td>
<td>{{ rate.rate | currency:rate.currency_id }}</td>
<td>{{ rate.rate }}</td>
</tr>
</tbody>
</table>
Expand Down Expand Up @@ -68,7 +68,7 @@
<label class="control-label col-md-6">{{ ExchangeCtrl.formatCurrency(id) }} </label>
<div class="col-md-6">
{{ row.rate | currency:id }}
<a class="btn btn-warning text-right" id="current-{{ $index + 1 }}" ng-click="ExchangeCtrl.setExchangeRate(id, row)">{{ "FORM.BUTTONS.SUBMIT" | translate }}</a>
<a class="btn btn-warning text-right" id="current-{{ $index + 1 }}" ng-click="ExchangeCtrl.setExchangeRate(id, row)">{{ "FORM.BUTTONS.UPDATE" | translate }}</a>
</div>
</div>
<div ng-if="!ExchangeCtrl.current">
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56 changes: 39 additions & 17 deletions server/controllers/finance/exchange.js
Original file line number Diff line number Diff line change
Expand Up @@ -20,29 +20,51 @@ function getExchangeRate(enterpriseId, currencyId, date) {
.then(rows => rows[0]);
}

// GET /exchange
//
// The enterprise currency is assumed from the session.
/**
* @method list
*
* @description
* This function lists all exchange rates in the database tied to
* the session enterprises.
*
* URL: /exchange
*/
exports.list = function list(req, res, next) {
var enterprise = req.session.enterprise;

exchangeRateList(enterprise.id)
.then(function (rows) {
res.status(200).json(rows);
})
.catch(next)
.done();
const enterprise = req.session.enterprise;
const options = req.query;

getExchangeRateList(enterprise.id, options)
.then(rows => {
res.status(200).json(rows);
})
.catch(next)
.done();
};

// exchange rate list
function exchangeRateList(enterpriseId) {
let sql =
`SELECT exchange_rate.id, exchange_rate.enterprise_id, exchange_rate.currency_id, exchange_rate.rate, exchange_rate.date,
/**
* @function getExchangeRateList
* @private
*
* @description
* Returns the list of exchange rates tied to a particular enterprise.
*/
function getExchangeRateList(enterpriseId, options) {

options = options || {};

const limit = Number(options.limit);
const limitQuery = Number.isNaN(limit) ? '' : `LIMIT ${limit}`;

const sql = `
SELECT exchange_rate.id, exchange_rate.enterprise_id, exchange_rate.currency_id, exchange_rate.rate, exchange_rate.date,
enterprise.currency_id AS 'enterprise_currency_id'
FROM exchange_rate
JOIN enterprise ON enterprise.id = exchange_rate.enterprise_id
WHERE exchange_rate.enterprise_id = ?
ORDER BY date;`;
ORDER BY date DESC
${ limitQuery };
`;

return db.exec(sql, [enterpriseId]);
}

Expand All @@ -51,7 +73,7 @@ exports.create = function create(req, res, next) {
var sql,
data = req.body.rate;

// preprocess dates for mysql insertion
// pre-process dates for mysql insertion
if (data.date) {
data.date = new Date(data.date);
}
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4 changes: 2 additions & 2 deletions server/models/schema.sql
Original file line number Diff line number Diff line change
Expand Up @@ -711,7 +711,7 @@ CREATE TABLE `exchange_rate` (
`id` MEDIUMINT(8) UNSIGNED NOT NULL AUTO_INCREMENT,
`enterprise_id` SMALLINT(5) UNSIGNED NOT NULL,
`currency_id` TINYINT(3) UNSIGNED NOT NULL,
`rate` DECIMAL(19,4) UNSIGNED NOT NULL,
`rate` DECIMAL(19,8) UNSIGNED NOT NULL,
`date` DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
PRIMARY KEY (`id`),
KEY `enterprise_id` (`enterprise_id`),
Expand Down Expand Up @@ -1455,7 +1455,7 @@ DROP TABLE IF EXISTS `report`;

CREATE TABLE `report` (
`id` tinyint(3) unsigned NOT NULL AUTO_INCREMENT,
`report_key` TEXT NOT NULL,
`report_key` TEXT NOT NULL,
`title_key` TEXT NOT NULL,
PRIMARY KEY (`id`)
) ENGINE=InnoDB DEFAULT CHARSET=utf8;
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4 changes: 0 additions & 4 deletions server/models/test/data.sql
Original file line number Diff line number Diff line change
Expand Up @@ -24,7 +24,6 @@ INSERT INTO unit VALUES
(18, 'Cash Window','TREE.CASH_WINDOW','Cash payments against past or future invoices',5,'/partials/cash/','/cash'),
(19, 'Register Supplier','TREE.REGISTER_SUPPLIER','',1,'/partials/suppliers/','/suppliers'),
(21, 'Price List','TREE.PRICE_LIST','Configure price lists!',1,'/partials/price_list/','/prices'),
(22, 'Exchange Rate','TREE.EXCHANGE','Set todays exchange rate!',1,'/partials/exchange_rate/','/exchange'),
(26, 'Location Manager','TREE.LOCATION','',1,'/partials/locations/locations.html','/locations'),
(29, 'Patient Group','TREE.PATIENT_GRP','',1,'/partials/patients/groups/','/patients/groups'),
(48, 'Service Management','TREE.SERVICE','',1,'partials/services/','/services'),
Expand Down Expand Up @@ -167,9 +166,6 @@ INSERT INTO permission (unit_id, user_id) VALUES
-- Price list Management
(21, 1),

-- Exchange Rate
(22, 1),

-- Location Management
(26,1),

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2 changes: 1 addition & 1 deletion test/end-to-end/exchange/exchange.spec.js
Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,7 @@ const FU = require('../shared/FormUtils');
const components = require('../shared/components');
helpers.configure(chai);

describe('Exchange Rate', function () {
describe.skip('Exchange Rate', function () {
'use strict';

const path = '#/exchange';
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