Added Clients and Client Notes

app/controllers/clients_controller.rb

@@ -0,0 +1,48 @@
+class ClientsController < ApplicationController
+
+  def index
+    @clients = Client.where(user_id: current_user.id)
+  end
+
+  def new
+    @client = Client.new
+  end
+
+  def create
+    @client = Client.new(client_params)
+    @client.user_id = current_user.id
+    if @client.save
+      redirect_to clients_path
+    else
+      render :new
+    end
+  end
+
+  def edit
+    @client = Client.find(params[:id])
+  end
+
+  def update
+    @client = Client.find(params[:id])
+    @client.user_id = current_user.id
+    if @client.update(client_params)
+      redirect_to clients_path
+    else
+      render 'edit'
+    end
+  end
+
+  def destroy
+    @client = Client.find(params[:id])
+    @client.destroy unless @client.blank?
+
+    redirect_to clients_path
+  end
+
+  private
+
+  def client_params
+    params.require(:client).permit(:name, :description)
+  end
+
+end

app/controllers/notes_controller.rb

@@ -0,0 +1,57 @@
+class NotesController < ApplicationController
+
+  def index
+    @client = Client.where(id: params[:client_id]).first
+    @notes = Note.where(client_id: params[:client_id]).order(name: :asc)
+  end
+
+  def show
+    @note = Note.where('client_id = ? AND id = ?', params[:client_id], params[:id])
+  end
+
+  def new
+    @note = Note.new
+    @client = Client.where(id: params[:client_id]).first
+  end
+
+  def create
+    @note = Note.new(note_params)
+    @note.client_id = params[:client_id]
+    @client = Client.where(id: params[:client_id]).first
+    if @note.save
+      redirect_to notes_path(client_id: @client.id)
+    else
+      render :new
+    end
+  end
+
+  def edit
+    @note = Note.find(params[:id])
+    @client = Client.where(id: params[:client_id]).first
+  end
+
+  def update
+    @note = Note.find(params[:id])
+    @client = Client.where(id: params[:client_id]).first
+    if @note.update(note_params)
+      redirect_to notes_path(client_id: @client.id)
+    else
+      render 'edit'
+    end
+  end
+
+  def destroy
+    @note = Note.find(params[:id])
+    @client = Client.where(id: params[:client_id]).first
+    @note.destroy unless @note.blank?
+
+    redirect_to notes_path(client_id: @client.id)
+  end
+
+  private
+
+  def note_params
+    params.require(:note).permit(:name, :content)
+  end
+
+end

app/helpers/application_helper.rb

@@ -7,6 +7,7 @@ module ApplicationHelper
     ret += create_menu_li("glyphicon glyphicon-list-alt","Faktury","/invoices","invoices")
     ret += create_menu_li("glyphicon glyphicon-book","Klienci","/customers","customers")
     ret += create_menu_li("glyphicon glyphicon-shopping-cart","Produkty","/products","products")
+    ret += create_menu_li("glyphicon glyphicon-book","Obsługa","/clients","clients")
     ret += create_menu_li("glyphicon glyphicon-cog","Ustawienia","/settings/index","settings")
     return raw(ret)
   end

app/models/client.rb

@@ -0,0 +1,3 @@
+class Client < ApplicationRecord
+  belongs_to :user
+end

app/models/client_file.rb

@@ -0,0 +1,3 @@
+class ClientFile < ApplicationRecord
+  belongs_to :client
+end

app/models/note.rb

@@ -0,0 +1,3 @@
+class Note < ApplicationRecord
+  belongs_to :client
+end

app/models/platform.rb

@@ -0,0 +1,3 @@
+class Platform < ApplicationRecord
+  belongs_to :client
+end

app/views/clients/_form.html.erb

@@ -0,0 +1,23 @@
+
+<%= form_for @client, html: {class: "form-horizontal"} do |f| %>
+<% if @client.errors.any? %>
+  <%= raw errors_to_html(@client.errors) %>
+<% end %>
+<div class="form-group">
+  <%= f.label :name, class: "col-sm-2 control-label" %>
+  <div class="col-sm-10">
+    <%= f.text_field :name, class: "form-control", placeholder: 'Nazwa' %>
+  </div>
+</div>
+<div class="form-group">
+  <%= f.label :description, class: "col-sm-2 control-label" %>
+  <div class="col-sm-10">
+    <%= f.text_area :description, class: "form-control" %>
+  </div>
+</div>
+<div class="form-group">
+  <div class="col-sm-offset-2 col-sm-10">
+    <%= f.submit 'Zapisz', class: "btn btn-primary" %>
+  </div>
+</div>
+<% end %>

app/views/clients/edit.html.erb

@@ -0,0 +1,12 @@
+<div class="col-lg-8 col-md-12 panel-default">
+  <div class="content-box-header panel-heading">
+    <div class="panel-title">Edycja klienta</div>
+    <div class="panel-options">
+      <%= link_to raw("<i class=\"glyphicon glyphicon-arrow-left text-success\"></i> " + I18n.t('back')), clients_path, title: I18n.t('back'), class: "text-primary" %>
+    </div>
+  </div>
+    <div class="content-box-large box-with-header">
+      <%= render 'form' %>
+    </div>
+  </div>
+</div>

app/views/clients/index.html.erb

@@ -0,0 +1,29 @@
+<div class="col-md-12 panel-default">
+  <div class="content-box-header panel-heading">
+    <div class="panel-title">Klienci - obsługa</div>
+
+    <div class="panel-options">
+      <%= link_to raw('<i class="glyphicon glyphicon-file text-success"></i> Nowy klient'), new_client_path, class: "text-primary" %><br/>
+    </div>
+  </div>
+    <div class="content-box-large box-with-header">
+      <table class="table table-striped table-bordered">
+        <tr>
+          <th>Nazwa</th>
+          <th>Opis</th>
+          <th>Akcje</th>
+        </tr>
+
+        <% @clients.each do |client| %>
+          <tr>
+            <td><%= link_to client.name, { controller: :notes, action: :index, client_id: client.id } %></td>
+            <td><%= client.description %></td>
+            <td>
+              <%= link_to raw('<i class="glyphicon glyphicon-pencil"></i> Edycja'), edit_client_path(client), class: "btn btn-primary btn-xs" %>
+              <%= link_to raw('<i class="glyphicon glyphicon-trash"></i> Usuń'), client_path(client), class: "btn btn-danger btn-xs", method: :delete, data: { confirm: 'Czy na pewno usunąć?' } %>
+            </td>
+          </tr>
+        <% end %>
+      </table>
+    </div>
+</div>

app/views/clients/new.html.erb

@@ -0,0 +1,11 @@
+<div class="col-lg-8 col-md-12 panel-default">
+  <div class="content-box-header panel-heading">
+    <div class="panel-title">Nowy klient</div>
+    <div class="panel-options">
+      <%= link_to raw("<i class=\"glyphicon glyphicon-arrow-left text-success\"></i> " + I18n.t('back')), clients_path, title: I18n.t('back'), class: "text-primary" %>
+    </div>
+  </div>
+    <div class="content-box-large box-with-header">
+      <%= render 'form' %>
+    </div>
+</div>

app/views/layouts/application.html.erb

@@ -22,13 +22,13 @@
               </h1>
             </div>
           </div>
-          <div class="col-md-5"></div>
+          <div class="col-md-3"></div>
-          <div class="col-md-2">
+          <div class="col-md-4">
             <div class="navbar navbar-inverse" role="banner">
               <nav class="collapse navbar-collapse bs-navbar-collapse navbar-right" role="navigation">
                 <ul class="nav navbar-nav">
                   <li class="dropdown">
-                    <a href="#" class="dropdown-toggle" data-toggle="dropdown">Moje konto
+                    <a href="#" class="dropdown-toggle" data-toggle="dropdown">(<%= current_user.email %>) Moje konto
                       <b class="caret"></b>
                     </a>
                     <ul class="dropdown-menu animated fadeInUp">

app/views/notes/_form.html.erb

@@ -0,0 +1,24 @@
+
+<%= form_for @note, html: {class: "form-horizontal"} do |f| %>
+<% if @note.errors.any? %>
+  <%= raw errors_to_html(@note.errors) %>
+<% end %>
+<%= hidden_field_tag :client_id, @client.id %>
+<div class="form-group">
+  <%= f.label :name, class: "col-sm-2 control-label" %>
+  <div class="col-sm-10">
+    <%= f.text_field :name, class: "form-control", placeholder: 'Nazwa' %>
+  </div>
+</div>
+<div class="form-group">
+  <%= f.label :content, class: "col-sm-2 control-label" %>
+  <div class="col-sm-10">
+    <%= f.text_area :content, class: "form-control", rows: 20, style: 'font-family: monospace;' %>
+  </div>
+</div>
+<div class="form-group">
+  <div class="col-sm-offset-2 col-sm-10">
+    <%= f.submit 'Zapisz', class: "btn btn-primary" %>
+  </div>
+</div>
+<% end %>

app/views/notes/edit.html.erb

@@ -0,0 +1,12 @@
+<div class="col-lg-12 col-md-12 panel-default">
+  <div class="content-box-header panel-heading">
+    <div class="panel-title">Edycja notatki</div>
+    <div class="panel-options">
+      <%= link_to raw("<i class=\"glyphicon glyphicon-arrow-left text-success\"></i> " + I18n.t('back')), notes_path(client_id: @client.id), title: I18n.t('back'), class: "text-primary" %>
+    </div>
+  </div>
+    <div class="content-box-large box-with-header">
+      <%= render 'form' %>
+    </div>
+  </div>
+</div>

app/views/notes/index.html.erb

@@ -0,0 +1,47 @@
+<div class="col-md-12 panel-default">
+  <div class="content-box-header panel-heading">
+    <div class="panel-title">Klienci - notatki</div>
+
+    <div class="panel-options">
+      <%= link_to raw('<i class="glyphicon glyphicon-file text-success"></i> Nowa notatka'), new_note_path(client_id: @client.id), class: "text-primary" %><br/>
+    </div>
+  </div>
+    <div class="content-box-large box-with-header">
+      <table class="table table-striped table-bordered" style="table-layout: fixed; width: 100%;">
+        <tr>
+          <th style="width: 20%;">Nazwa</th>
+          <th style="width: calc(80% - 150px); ">Zawartość</th>
+          <th style="width: 150px;">Akcje</th>
+        </tr>
+
+        <% @notes.each do |note| %>
+          <tr>
+            <td><%= note.name %></td>
+            <td>
+
+              <% short_content = truncate(note.content, length: 30, separator: ' ', omission: '...') %>
+
+
+              <div style="max-width: 100%; overflow-x: auto; font-family: monospace; background: #f9f9f9; border: 1px solid #ddd; border-radius: 5px; padding: 8px; box-shadow: inset 0 1px 3px rgba(0,0,0,0.1);">
+                <% if note.content.length > 30 %>
+                  <a href="#" onclick="event.preventDefault(); this.nextElementSibling.style.display = 'block'; this.style.display = 'none';">
+                    <div style="white-space: nowrap;"><%= raw simple_format(short_content) %></div>
+                  </a>
+                  <div style="display: none; margin-top: 5px; white-space: nowrap;">
+                    <%= raw simple_format(note.content) %>
+                  </div>
+                <% else %>
+                  <div style="white-space: nowrap;"><%= raw simple_format(short_content) %></div>
+                <% end %>
+              </div>
+
+            </td>
+            <td>
+              <%= link_to raw('<i class="glyphicon glyphicon-pencil"></i> Edycja'), edit_note_path(note, client_id: @client.id), class: "btn btn-primary btn-xs" %>
+              <%= link_to raw('<i class="glyphicon glyphicon-trash"></i> Usuń'), note_path(note, client_id: @client.id), class: "btn btn-danger btn-xs", method: :delete, data: { confirm: 'Czy na pewno usunąć?' } %>
+            </td>
+          </tr>
+        <% end %>
+      </table>
+    </div>
+</div>

app/views/notes/new.html.erb

@@ -0,0 +1,11 @@
+<div class="col-lg-12 col-md-12 panel-default">
+  <div class="content-box-header panel-heading">
+    <div class="panel-title">Nowa notatka</div>
+    <div class="panel-options">
+      <%= link_to raw("<i class=\"glyphicon glyphicon-arrow-left text-success\"></i> " + I18n.t('back')), notes_path(client_id: @client.id), title: I18n.t('back'), class: "text-primary" %>
+    </div>
+  </div>
+    <div class="content-box-large box-with-header">
+      <%= render 'form' %>
+    </div>
+</div>

config/routes.rb

@@ -6,6 +6,8 @@ Rails.application.routes.draw do
   resources :products
   resources :invoices
   resources :customers
+  resources :clients
+  resources :notes
 
   root 'welcome#index'
   # For details on the DSL available within this file, see http://guides.rubyonrails.org/routing.html

db/migrate/20250411170940_create_clients.rb

@@ -0,0 +1,11 @@
+class CreateClients < ActiveRecord::Migration[5.0]
+  def change
+    create_table :clients do |t|
+      t.string :name
+      t.text :description
+      t.integer :user_id
+
+      t.timestamps
+    end
+  end
+end

db/migrate/20250411171000_create_platforms.rb

@@ -0,0 +1,12 @@
+class CreatePlatforms < ActiveRecord::Migration[5.0]
+  def change
+    create_table :platforms do |t|
+      t.string :name
+      t.string :url
+      t.text :login_info
+      t.references :client, foreign_key: true
+
+      t.timestamps
+    end
+  end
+end

db/migrate/20250411171038_create_notes.rb

@@ -0,0 +1,10 @@
+class CreateNotes < ActiveRecord::Migration[5.0]
+  def change
+    create_table :notes do |t|
+      t.text :content
+      t.references :client, foreign_key: true
+
+      t.timestamps
+    end
+  end
+end

db/migrate/20250411171138_create_client_files.rb

@@ -0,0 +1,11 @@
+class CreateClientFiles < ActiveRecord::Migration[5.0]
+  def change
+    create_table :client_files do |t|
+      t.string :name
+      t.text :description
+      t.references :client, foreign_key: true
+
+      t.timestamps
+    end
+  end
+end

db/schema.rb

@@ -10,7 +10,23 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema.define(version: 20161004200042) do
+ActiveRecord::Schema.define(version: 20250411171138) do
+
+  create_table "client_files", force: :cascade, options: "ENGINE=InnoDB DEFAULT CHARSET=utf8 COLLATE=utf8_polish_ci" do |t|
+    t.string   "name"
+    t.text     "description", limit: 65535
+    t.integer  "client_id"
+    t.datetime "created_at",                null: false
+    t.datetime "updated_at",                null: false
+    t.index ["client_id"], name: "index_client_files_on_client_id", using: :btree
+  end
+
+  create_table "clients", force: :cascade, options: "ENGINE=InnoDB DEFAULT CHARSET=utf8 COLLATE=utf8_polish_ci" do |t|
+    t.string   "name"
+    t.text     "description", limit: 65535
+    t.datetime "created_at",                null: false
+    t.datetime "updated_at",                null: false
+  end
 
   create_table "customers", force: :cascade, options: "ENGINE=InnoDB DEFAULT CHARSET=utf8 COLLATE=utf8_polish_ci" do |t|
     t.string   "name"
@@ -27,9 +43,9 @@ ActiveRecord::Schema.define(version: 20161004200042) do
 
   create_table "invoice_products", force: :cascade, options: "ENGINE=InnoDB DEFAULT CHARSET=utf8 COLLATE=utf8_polish_ci" do |t|
     t.integer  "invoice_id"
-    t.integer  "product_id"
+    t.integer  "product_id",                           null: false
-    t.decimal  "netto_price", precision: 18, scale: 2
+    t.decimal  "netto_price", precision: 10, scale: 2, null: false
-    t.decimal  "qty",         precision: 18, scale: 3
+    t.decimal  "qty",         precision: 10, scale: 3, null: false
     t.datetime "created_at",                           null: false
     t.datetime "updated_at",                           null: false
     t.index ["invoice_id"], name: "index_invoice_products_on_invoice_id", using: :btree
@@ -50,6 +66,24 @@ ActiveRecord::Schema.define(version: 20161004200042) do
     t.index ["user_id"], name: "index_invoices_on_user_id", using: :btree
   end
 
+  create_table "notes", force: :cascade, options: "ENGINE=InnoDB DEFAULT CHARSET=utf8 COLLATE=utf8_polish_ci" do |t|
+    t.text     "content",    limit: 65535
+    t.integer  "client_id"
+    t.datetime "created_at",               null: false
+    t.datetime "updated_at",               null: false
+    t.index ["client_id"], name: "index_notes_on_client_id", using: :btree
+  end
+
+  create_table "platforms", force: :cascade, options: "ENGINE=InnoDB DEFAULT CHARSET=utf8 COLLATE=utf8_polish_ci" do |t|
+    t.string   "name"
+    t.string   "url"
+    t.text     "login_info", limit: 65535
+    t.integer  "client_id"
+    t.datetime "created_at",               null: false
+    t.datetime "updated_at",               null: false
+    t.index ["client_id"], name: "index_platforms_on_client_id", using: :btree
+  end
+
   create_table "products", force: :cascade, options: "ENGINE=InnoDB DEFAULT CHARSET=utf8 COLLATE=utf8_polish_ci" do |t|
     t.string   "name"
     t.integer  "vat_id"
@@ -73,7 +107,7 @@ ActiveRecord::Schema.define(version: 20161004200042) do
     t.string   "bank_name"
     t.string   "bank_account"
     t.boolean  "main"
-    t.boolean  "active"
+    t.boolean  "active",       default: true, null: false
     t.datetime "created_at",                  null: false
     t.datetime "updated_at",                  null: false
     t.index ["user_id"], name: "index_user_firms_on_user_id", using: :btree
@@ -104,12 +138,15 @@ ActiveRecord::Schema.define(version: 20161004200042) do
     t.datetime "updated_at",                         null: false
   end
 
+  add_foreign_key "client_files", "clients"
   add_foreign_key "customers", "users"
   add_foreign_key "invoice_products", "invoices"
   add_foreign_key "invoice_products", "products"
   add_foreign_key "invoices", "customers"
   add_foreign_key "invoices", "user_firms"
   add_foreign_key "invoices", "users"
+  add_foreign_key "notes", "clients"
+  add_foreign_key "platforms", "clients"
   add_foreign_key "products", "users"
   add_foreign_key "products", "vats"
   add_foreign_key "user_firms", "users"

test/fixtures/client_files.yml

@@ -0,0 +1,11 @@
+# Read about fixtures at http://api.rubyonrails.org/classes/ActiveRecord/FixtureSet.html
+
+one:
+  name: MyString
+  description: MyText
+  client: one
+
+two:
+  name: MyString
+  description: MyText
+  client: two

test/fixtures/clients.yml

@@ -0,0 +1,9 @@
+# Read about fixtures at http://api.rubyonrails.org/classes/ActiveRecord/FixtureSet.html
+
+one:
+  name: MyString
+  description: MyText
+
+two:
+  name: MyString
+  description: MyText

test/fixtures/notes.yml

@@ -0,0 +1,9 @@
+# Read about fixtures at http://api.rubyonrails.org/classes/ActiveRecord/FixtureSet.html
+
+one:
+  content: MyText
+  client: one
+
+two:
+  content: MyText
+  client: two

test/fixtures/platforms.yml

@@ -0,0 +1,13 @@
+# Read about fixtures at http://api.rubyonrails.org/classes/ActiveRecord/FixtureSet.html
+
+one:
+  name: MyString
+  url: MyString
+  login_info: MyText
+  client: one
+
+two:
+  name: MyString
+  url: MyString
+  login_info: MyText
+  client: two

test/models/client_file_test.rb

@@ -0,0 +1,7 @@
+require 'test_helper'
+
+class ClientFileTest < ActiveSupport::TestCase
+  # test "the truth" do
+  #   assert true
+  # end
+end

test/models/client_test.rb

@@ -0,0 +1,7 @@
+require 'test_helper'
+
+class ClientTest < ActiveSupport::TestCase
+  # test "the truth" do
+  #   assert true
+  # end
+end

test/models/note_test.rb

@@ -0,0 +1,7 @@
+require 'test_helper'
+
+class NoteTest < ActiveSupport::TestCase
+  # test "the truth" do
+  #   assert true
+  # end
+end

test/models/platform_test.rb

@@ -0,0 +1,7 @@
+require 'test_helper'
+
+class PlatformTest < ActiveSupport::TestCase
+  # test "the truth" do
+  #   assert true
+  # end
+end