Adding credit card limit field so that current balances can be colore…

…d according to their current amount used. Defaults are low (0% or near), medium (30%), high (80%), and critical (100%).

app/helpers/subscriptions_helper.rb

@@ -12,6 +12,16 @@ def balance_cell(container, options={})
     classes = %w(number)
     classes += Array(options[:classes]) if options[:classes]
     classes << "negative" if balance < 0
+    classes << "current_balance"
+
+    if container.is_a?(Account) && container.credit_card?
+      percentage_used = container.limit.abs.to_i == 0 ? 100 :
+        ((container.balance.abs.to_f / container.limit.abs.to_f) * 100).to_i
+      classes << if percentage_used >= Account::DEFAULT_LIMIT_VALUES[:critical]:  "critical"
+                 elsif percentage_used >= Account::DEFAULT_LIMIT_VALUES[:high]:   "high"
+                 elsif percentage_used >= Account::DEFAULT_LIMIT_VALUES[:medium]: "medium"
+                 else  "low" end
+    end
 
     content = format_amount(balance)
     if real_balance != balance

app/models/account.rb

@@ -1,13 +1,22 @@
 class Account < ActiveRecord::Base
   DEFAULT_BUCKET_NAME = "General"
 
+  # When should the levels of credit cards be reached (in %)
+  DEFAULT_LIMIT_VALUES = {
+    :critical => 100,
+    :high => 80,
+    :medium => 30,
+    :low => 0
+  }
+
   belongs_to :subscription
   belongs_to :author, :class_name => "User", :foreign_key => "user_id"
 
   attr_accessor :starting_balance
-  attr_accessible :name, :role, :starting_balance
+  attr_accessible :name, :role, :limit, :starting_balance
 
   validates_presence_of :name
+  validates_presence_of :limit, :if => :credit_card?
   validates_uniqueness_of :name, :scope => :subscription_id, :case_sensitive => false
 
   has_many :buckets do

app/views/accounts/_form.html.haml

@@ -18,7 +18,12 @@
     %p
       %label
         <strong>What kind</strong> of account is this?
-        = form.select :role, [["Checking", "checking"], ["Credit card", "credit-card"], ["Other", "other"]]
+        = form.select :role, [["Checking", "checking"], ["Credit card", "credit-card"], ["Other", "other"]], {}, :onchange => "Accounts.showOrHideCreditLimit(this.value);"
+
+    %p{:style => 'display: none;', :id => 'credit_limit_div'}
+      %label
+        What is the <strong>credit limit</strong>:
+        == $#{form.text_field :limit, :class => "number", :size => 8}
 
   - if form.object.nil? || form.object.new_record?
     %fieldset

app/views/accounts/_name.html.haml

@@ -1,4 +1,7 @@
 %span.actions
+  - if account.credit_card?
+    = link_to_function("Adjust Limit", "Accounts.adjustLimit(#{account_path(account).to_json}, #{account.limit.to_json}, #{form_authenticity_token.to_json})")
+  |
   - if account.statements.pending.any?
     = link_to("Resume reconciling", edit_statement_path(account.statements.pending.first))
   - else

db/migrate/20090516072907_add_limit_to_accounts.rb

@@ -0,0 +1,9 @@
+class AddLimitToAccounts < ActiveRecord::Migration
+  def self.up
+    add_column :accounts, :limit, :integer
+  end
+
+  def self.down
+    remove_column :accounts, :limit
+  end
+end

db/schema.rb

@@ -9,7 +9,7 @@
 #
 # It's strongly recommended to check this file into your version control system.
 
-ActiveRecord::Schema.define(:version => 20090506161959) do
+ActiveRecord::Schema.define(:version => 20090516072907) do
 
   create_table "account_items", :force => true do |t|
     t.integer "event_id",     :null => false
@@ -31,6 +31,7 @@
     t.datetime "created_at"
     t.datetime "updated_at"
     t.integer  "balance",         :default => 0, :null => false
+    t.integer  "limit"
   end
 
   add_index "accounts", ["subscription_id", "name"], :name => "index_accounts_on_subscription_id_and_name", :unique => true

public/javascripts/accounts.js

@@ -34,9 +34,18 @@ var Accounts = {
       return false;
     }
 
+    if($F('account_role') == 'credit-card' && $F('account_limit').blank()) {
+      $('account_name').activate();
+      alert('Please provide a limit for the account.');
+      return false;
+    }
+
     var balance = Money.parse('current_balance', true);
     $('account_starting_balance_amount').value = balance;
 
+    var limit = Money.parse('account_limit', true);
+    $('account_limit').value = limit;
+
     return true;
   },
 
@@ -57,5 +66,43 @@ var Accounts = {
         parameters:params
       });
     }
+  },
+
+  adjustLimit: function(url, limit, token) {
+    new_limit = prompt("Enter the new limit for this account:", Money.formatValue(limit));
+    new_limit = Money.parseValue(new_limit);
+    while(new_limit == '') {
+      new_limit = prompt("Cannot have have a blank limit. Please re-enter it:", Money.formatValue(limit));
+    }
+    if(new_limit && new_limit != limit) {
+      params = encodeURIComponent("account[limit]") + "=" + encodeURIComponent(new_limit) +
+        "&authenticity_token=" + encodeURIComponent(token);
+
+      new Ajax.Request(url, {
+        asynchronous:true,
+        evalScripts:true,
+        method:'put',
+        parameters:params,
+        onSuccess: function(request) {
+          window.location.reload();
+        }
+      });
+    }
+  },
+
+  showOrHideCreditLimit: function(value) {
+    if (value == 'credit-card') {
+      Accounts.showCreditLimit();
+    } else {
+      Accounts.hideCreditLimit();
+    }
+  },
+
+  showCreditLimit: function() {
+    $('credit_limit_div').show();
+  },
+
+  hideCreditLimit: function() {
+    $('credit_limit_div').hide();
   }
 }

public/stylesheets/money.css

@@ -266,6 +266,10 @@ td.number, th.number {
   white-space: nowrap;
 }
 
+td.current_balance, th.current_balance {
+  color: #999;
+}
+
 span.real_balance {
   font-size: 80%;
   color: #999;
@@ -280,6 +284,22 @@ span.check {
   color: red;
 }
 
+.critical {
+  color: red !important;
+}
+
+.high {
+  color: brown !important;
+}
+
+.medium {
+  color: sandybrown !important;
+}
+
+.low {
+  color: green !important;
+}
+
 td.date, th.date {
   width: 1px;
   padding-left: 0.3em;

test/fixtures/accounts.yml

@@ -17,6 +17,7 @@ john_mastercard:
   name: Mastercard
   role: credit-card
   balance: -2525
+  limit: 5000
   created_at: <%= (60.days.ago + 2.hours).utc.to_s(:db) %>
   updated_at: <%= (60.days.ago + 2.hours).utc.to_s(:db) %>
 

test/unit/account_test.rb

@@ -141,7 +141,8 @@ def new_account(options={})
       subscription = options.delete(:subscription) || subscriptions(:john)
 
       options = {:name => "Visa",
-                 :role => "credit-card"}.merge(options)
+                 :role => "credit-card",
+                 :limit => 5000}.merge(options)
 
       subscription.accounts.create(options, :author => users(:john))
     end