(feat) When a payment schedule is in error or canceled, ability to re-enable it with another payment method

CHANGELOG.md

@@ -6,7 +6,7 @@
 - Ability to select "bank transfer" as the payment mean for a payment schedule
 - When a payment schedule was canceled by the payment gateway, alert the users
 - When a payment schedule is in error, alert the users
-- Specilized VAT rate cannot be defined unless the VAT is enabled and saved
+- When a payment schedule is in error or canceled, ability to re-enable it with another payment method
 - Fix card image ratio
 - Update events heading style
 - Update some icons

app/controllers/api/payment_schedules_controller.rb

@@ -3,7 +3,7 @@
 # API Controller for resources of PaymentSchedule
 class API::PaymentSchedulesController < API::ApiController
   before_action :authenticate_user!
-  before_action :set_payment_schedule, only: %i[download cancel]
+  before_action :set_payment_schedule, only: %i[download cancel update]
   before_action :set_payment_schedule_item, only: %i[show_item cash_check confirm_transfer refresh_item pay_item]
 
   # retrieve all payment schedules for the current user, paginated
@@ -85,6 +85,17 @@ class API::PaymentSchedulesController < API::ApiController
     render json: { canceled_at: canceled_at }, status: :ok
   end
 
+  ## Only the update of the payment method is allowed
+  def update
+    authorize PaymentSchedule
+
+    if PaymentScheduleService.new.update_payment_mean(@payment_schedule, update_params)
+      render :show, status: :ok, location: @payment_schedule
+    else
+      render json: @payment_schedule.errors, status: :unprocessable_entity
+    end
+  end
+
   private
 
   def set_payment_schedule
@@ -94,4 +105,8 @@ class API::PaymentSchedulesController < API::ApiController
   def set_payment_schedule_item
     @payment_schedule_item = PaymentScheduleItem.find(params[:id])
   end
+
+  def update_params
+    params.require(:payment_schedule).permit(:payment_method)
+  end
 end

app/frontend/src/javascript/api/payment-schedule.ts

@@ -47,4 +47,9 @@ export default class PaymentScheduleAPI {
     const res: AxiosResponse = await apiClient.put(`/api/payment_schedules/${paymentScheduleId}/cancel`);
     return res?.data;
   }
+
+  static async update (paymentSchedule: PaymentSchedule): Promise<PaymentSchedule> {
+    const res:AxiosResponse<PaymentSchedule> = await apiClient.patch(`/api/payment_schedules/${paymentSchedule.id}`, paymentSchedule);
+    return res?.data;
+  }
 }

app/frontend/src/javascript/components/payment-schedule/payment-schedule-item-actions.tsx

@@ -13,11 +13,13 @@ import { FabModal } from '../base/fab-modal';
 import FormatLib from '../../lib/format';
 import { StripeConfirmModal } from '../payment/stripe/stripe-confirm-modal';
 import { UpdateCardModal } from '../payment/update-card-modal';
+import { UpdatePaymentMeanModal } from './update-payment-mean-modal';
 
 // we want to display some buttons only once. This is the types of buttons it applies to.
 export enum TypeOnce {
   CardUpdate = 'card-update',
   SubscriptionCancel = 'subscription-cancel',
+  UpdatePaymentMean = 'update-payment-mean'
 }
 
 interface PaymentScheduleItemActionsProps {
@@ -47,6 +49,8 @@ export const PaymentScheduleItemActions: React.FC<PaymentScheduleItemActionsProp
   const [showResolveAction, setShowResolveAction] = useState<boolean>(false);
   // is open, the modal dialog to update the card details
   const [showUpdateCard, setShowUpdateCard] = useState<boolean>(false);
+  // is open, the modal dialog to update the payment mean
+  const [showUpdatePaymentMean, setShowUpdatePaymentMean] = useState<boolean>(false);
   // the user cannot confirm the action modal (3D secure), unless he has resolved the pending action
   const [isConfirmActionDisabled, setConfirmActionDisabled] = useState<boolean>(true);
 
@@ -130,6 +134,23 @@ export const PaymentScheduleItemActions: React.FC<PaymentScheduleItemActionsProp
     );
   };
 
+  /**
+   * Return a button to update the default payment mean for the current payment schedule
+   */
+  const updatePaymentMeanButton = (): ReactElement => {
+    const displayOnceStatus = displayOnceMap.get(TypeOnce.UpdatePaymentMean).get(paymentSchedule.id);
+    if (isPrivileged() && (!displayOnceStatus || displayOnceStatus === paymentScheduleItem.id)) {
+      displayOnceMap.get(TypeOnce.UpdatePaymentMean).set(paymentSchedule.id, paymentScheduleItem.id);
+      return (
+        <FabButton key={`update-payment-mean-${paymentScheduleItem.id}`}
+          onClick={toggleUpdatePaymentMeanModal}
+          icon={<i className="fas fa-money-bill-alt" />}>
+          {t('app.shared.payment_schedule_item_actions.update_payment_mean')}
+        </FabButton>
+      );
+    }
+  };
+
   /**
    * Return a button to update the credit card associated with the payment schedule
    */
@@ -166,14 +187,18 @@ export const PaymentScheduleItemActions: React.FC<PaymentScheduleItemActionsProp
   /**
    * Return the actions button(s) for current paymentScheduleItem with state Error or GatewayCanceled
    */
-  const errorActions = (): ReactElement => {
+  const errorActions = (): ReactElement[] => {
     // if the payment schedule is canceled/in error, the schedule is over, and we can't update the card
     displayOnceMap.get(TypeOnce.CardUpdate).set(paymentSchedule.id, paymentScheduleItem.id);
+
+    const buttons = [];
     if (isPrivileged()) {
-      return cancelSubscriptionButton();
+      buttons.push(cancelSubscriptionButton());
+      buttons.push(updatePaymentMeanButton());
     } else {
-      return <span>{t('app.shared.payment_schedule_item_actions.please_ask_reception')}</span>;
+      buttons.push(<span>{t('app.shared.payment_schedule_item_actions.please_ask_reception')}</span>);
     }
+    return buttons;
   };
 
   /**
@@ -232,6 +257,13 @@ export const PaymentScheduleItemActions: React.FC<PaymentScheduleItemActionsProp
     setShowUpdateCard(!showUpdateCard);
   };
 
+  /**
+   * Show/hide the modal dialog to update the payment mean
+   */
+  const toggleUpdatePaymentMeanModal = (): void => {
+    setShowUpdatePaymentMean(!showUpdatePaymentMean);
+  };
+
   /**
    * After the user has confirmed that he wants to cash the check, update the API, refresh the list and close the modal.
    */
@@ -245,10 +277,10 @@ export const PaymentScheduleItemActions: React.FC<PaymentScheduleItemActionsProp
   };
 
   /**
-   * After the user has confirmed that he validates the tranfer, update the API, refresh the list and close the modal.
+   * After the user has confirmed that he validates the transfer, update the API, refresh the list and close the modal.
    */
   const onTransferConfirmed = (): void => {
-    PaymentScheduleAPI.confirmTransfer(paymentSchedule.id).then((res) => {
+    PaymentScheduleAPI.confirmTransfer(paymentScheduleItem.id).then((res) => {
       if (res.state === PaymentScheduleItemState.Paid) {
         onSuccess();
         toggleConfirmTransferModal();
@@ -297,6 +329,14 @@ export const PaymentScheduleItemActions: React.FC<PaymentScheduleItemActionsProp
     });
   };
 
+  /**
+   * When the update of the payment mean was successful, refresh the list and close the modal
+   */
+  const onPaymentMeanUpdateSuccess = (): void => {
+    onSuccess();
+    toggleUpdatePaymentMeanModal();
+  };
+
   if (!show) return null;
 
   return (
@@ -359,6 +399,12 @@ export const PaymentScheduleItemActions: React.FC<PaymentScheduleItemActionsProp
           onError={onError}
           schedule={paymentSchedule}>
         </UpdateCardModal>
+        {/* Update the payment mean */}
+        <UpdatePaymentMeanModal isOpen={showUpdatePaymentMean}
+          toggleModal={toggleUpdatePaymentMeanModal}
+          onError={onError}
+          afterSuccess={onPaymentMeanUpdateSuccess}
+          paymentSchedule={paymentSchedule} />
       </div>
     </span>
   );

app/frontend/src/javascript/components/payment-schedule/payment-schedules-table.tsx

@@ -32,7 +32,8 @@ const PaymentSchedulesTableComponent: React.FC<PaymentSchedulesTableProps> = ({
   // we want to display some buttons only once. This map keep track of the buttons that have been displayed.
   const [displayOnceMap] = useState<Map<TypeOnce, Map<number, number>>>(new Map([
     [TypeOnce.SubscriptionCancel, new Map()],
-    [TypeOnce.CardUpdate, new Map()]
+    [TypeOnce.CardUpdate, new Map()],
+    [TypeOnce.UpdatePaymentMean, new Map()]
   ]));
 
   /**

app/frontend/src/javascript/components/payment-schedule/update-payment-mean-modal.tsx

@@ -0,0 +1,73 @@
+import React from 'react';
+import Select from 'react-select';
+import { useTranslation } from 'react-i18next';
+import { FabModal } from '../base/fab-modal';
+import { PaymentMethod, PaymentSchedule } from '../../models/payment-schedule';
+import PaymentScheduleAPI from '../../api/payment-schedule';
+
+interface UpdatePaymentMeanModalProps {
+  isOpen: boolean,
+  toggleModal: () => void,
+  onError: (message: string) => void,
+  afterSuccess: () => void,
+  paymentSchedule: PaymentSchedule
+}
+
+/**
+ * Option format, expected by react-select
+ * @see https://github.com/JedWatson/react-select
+ */
+type selectOption = { value: PaymentMethod, label: string };
+
+export const UpdatePaymentMeanModal: React.FC<UpdatePaymentMeanModalProps> = ({ isOpen, toggleModal, onError, afterSuccess, paymentSchedule }) => {
+  const { t } = useTranslation('admin');
+
+  const [paymentMean, setPaymentMean] = React.useState<PaymentMethod>();
+
+  /**
+   * Convert all payment means to the react-select format
+   */
+  const buildOptions = (): Array<selectOption> => {
+    return Object.keys(PaymentMethod).filter(pm => PaymentMethod[pm] !== PaymentMethod.Card).map(pm => {
+      return { value: PaymentMethod[pm], label: t(`app.admin.update_payment_mean_modal.method_${pm}`) };
+    });
+  };
+
+  /**
+   * When the payment mean is changed in the select, update the state
+   */
+  const handleMeanSelected = (option: selectOption): void => {
+    setPaymentMean(option.value);
+  };
+
+  /**
+   * When the user clicks on the update button, update the default payment mean for the given payment schedule
+   */
+  const handlePaymentMeanUpdate = (): void => {
+    PaymentScheduleAPI.update({
+      id: paymentSchedule.id,
+      payment_method: paymentMean
+    }).then(() => {
+      afterSuccess();
+    }).catch(error => {
+      onError(error.message);
+    });
+  };
+
+  return (
+    <FabModal isOpen={isOpen}
+      className="update-payment-mean-modal"
+      title={t('app.admin.update_payment_mean_modal.title')}
+      confirmButton={t('app.admin.update_payment_mean_modal.confirm_button')}
+      onConfirm={handlePaymentMeanUpdate}
+      toggleModal={toggleModal}
+      closeButton={true}>
+      <span>{t('app.admin.update_payment_mean_modal.update_info')}</span>
+      <Select className="payment-mean-select"
+        placeholder={t('app.admin.update_payment_mean_modal.select_payment_mean')}
+        id="payment-mean"
+        onChange={handleMeanSelected}
+        options={buildOptions()}></Select>
+    </FabModal>
+  );
+};

app/frontend/src/javascript/controllers/admin/invoices.js

@@ -476,8 +476,6 @@ Application.Controllers.controller('InvoicesController', ['$scope', '$state', 'I
         controller: ['$scope', '$uibModalInstance', 'rate', 'active', 'rateHistory', 'activeHistory', 'multiVAT', function ($scope, $uibModalInstance, rate, active, rateHistory, activeHistory, multiVAT) {
           $scope.rate = rate;
           $scope.isSelected = active;
-          // this one is read only
-          $scope.isActive = active;
           $scope.history = [];
 
           // callback on "enable VAT" switch toggle

app/frontend/src/javascript/models/payment-schedule.ts

@@ -25,28 +25,28 @@ export interface PaymentScheduleItem {
 }
 
 export interface PaymentSchedule {
-  max_length: number;
+  max_length?: number;
   id: number,
-  total: number,
+  total?: number,
-  reference: string,
+  reference?: string,
   payment_method: PaymentMethod,
-  items: Array<PaymentScheduleItem>,
+  items?: Array<PaymentScheduleItem>,
-  created_at: Date,
+  created_at?: Date,
-  chained_footprint: boolean,
+  chained_footprint?: boolean,
-  main_object: {
+  main_object?: {
     type: string,
     id: number
   },
-  user: {
+  user?: {
     id: number,
     name: string
   },
-  operator: {
+  operator?: {
     id: number,
     first_name: string,
     last_name: string,
   },
-  gateway: 'PayZen' | 'Stripe',
+  gateway?: 'PayZen' | 'Stripe',
 }
 
 export interface PaymentScheduleIndexRequest {

app/frontend/templates/admin/invoices/settings/editVAT.html

@@ -51,7 +51,7 @@
     </div>
   </div>
   <div class="modal-footer">
-    <button class="btn btn-warning pull-left" ng-click="editMultiVAT()" ng-show="isActive" translate>{{ 'app.admin.invoices.edit_multi_VAT_button' }}</button>
+    <button class="btn btn-warning pull-left" ng-click="editMultiVAT()" ng-show="isSelected" translate>{{ 'app.admin.invoices.edit_multi_VAT_button' }}</button>
     <button class="btn btn-warning" ng-click="ok()" translate>{{ 'app.shared.buttons.confirm' }}</button>
     <button class="btn btn-default" ng-click="cancel()" translate>{{ 'app.shared.buttons.cancel' }}</button>
   </div>

app/policies/payment_schedule_policy.rb

@@ -2,7 +2,7 @@
 
 # Check the access policies for API::PaymentSchedulesController
 class PaymentSchedulePolicy < ApplicationPolicy
-  %w[list? cash_check? confirm_transfer? cancel?].each do |action|
+  %w[list? cash_check? confirm_transfer? cancel? update?].each do |action|
     define_method action do
       user.admin? || user.manager?
     end

app/services/payment_schedule_service.rb

@@ -157,6 +157,10 @@ class PaymentScheduleService
     ps
   end
 
+  ##
+  # Cancel the given PaymentSchedule: cancel the remote subscription on the payment gateway, mark the PaymentSchedule as cancelled,
+  # the remaining PaymentScheduleItems as canceled too, and cancel the associated Subscription.
+  ##
   def self.cancel(payment_schedule)
     PaymentGatewayService.new.cancel_subscription(payment_schedule)
 
@@ -173,8 +177,26 @@ class PaymentScheduleService
     subscription.canceled_at
   end
 
+  ##
+  # Update the payment mean associated with the given PaymentSchedule and reset the erroneous items
+  ##
+  def update_payment_mean(payment_schedule, payment_mean)
+    payment_schedule.update(payment_mean) && reset_erroneous_payment_schedule_items(payment_schedule)
+  end
+
   private
 
+  ##
+  # After the payment method has been updated, we need to reset the erroneous payment schedule items
+  # so the admin can confirm them to generate the invoice
+  ##
+  def reset_erroneous_payment_schedule_items(payment_schedule)
+    results = payment_schedule.payment_schedule_items.where(state: %w[error gateway_canceled]).map do |item|
+      item.update_attributes(state: item.due_date < DateTime.current ? 'pending' : 'new')
+    end
+    results.reduce(true) { |acc, item| acc && item }
+  end
+
   ##
   # The first PaymentScheduleItem contains references to the reservation price (if any) and to the adjustment price
   # for the subscription (if any) and the wallet transaction (if any)

app/views/api/payment_schedules/_payment_schedule.json.jbuilder

@@ -19,7 +19,7 @@ json.main_object do
 end
 if payment_schedule.gateway_subscription
   # this attribute is used to known which gateway should we interact with, in the front-end
-  json.gateway json.classname payment_schedule.gateway_subscription.gateway
+  json.gateway payment_schedule.gateway_subscription.gateway
 end
 json.items payment_schedule.payment_schedule_items do |item|
   json.partial! 'api/payment_schedules/payment_schedule_item', item: item

app/views/api/payment_schedules/show.json.jbuilder

@@ -1,3 +1,3 @@
 # frozen_string_literal: true
 
-json.partial! 'api/payment_schedules/payment_schedule', payment_schedule: @payment_schedule_item.payment_schedule
+json.partial! 'api/payment_schedules/payment_schedule', payment_schedule: @payment_schedule

app/views/api/settings/show.json.jbuilder

@@ -1,7 +1,7 @@
 json.setting do
   json.partial! 'api/settings/setting', setting: @setting
   if @show_history
-    json.history @setting.history_values do |value|
+    json.history @setting.history_values.includes(:invoicing_profile) do |value|
       json.extract! value, :id, :value, :created_at
       unless value.invoicing_profile.nil?
         json.user do

config/locales/app.admin.en.yml

@@ -762,6 +762,13 @@ en:
           reference: "Reference"
           customer: "Customer"
           date: "Date"
+      update_payment_mean_modal:
+        title: "Update the payment mean"
+        update_info: "Please specify below the new payment mean for this payment schedule to continue."
+        select_payment_mean: "Select a new payment mean"
+        method_Transfer: "By bank transfer"
+        method_Check: "By check"
+        confirm_button: "Update"
       #management of users, labels, groups, and so on
       members:
         users_management: "Users management"

config/locales/app.shared.en.yml

@@ -505,6 +505,7 @@ en:
         confirm_check: "Confirm cashing"
         resolve_action: "Resolve the action"
         update_card: "Update the card"
+        update_payment_mean: "Update the payment mean"
         please_ask_reception: "For any questions, please contact the FabLab's reception."
         confirm_button: "Confirm"
         confirm_check_cashing: "Confirm the cashing of the check"

config/locales/en.yml

@@ -376,9 +376,9 @@ en:
       notify_member_payment_schedule_failed:
         schedule_failed: "Failed card debit for the %{DATE} deadline, for your schedule %{REFERENCE}"
       notify_admin_payment_schedule_gateway_canceled:
-        schedule_error: "The payment schedule %{REFERENCE} was canceled by the gateway. An action is required."
+        schedule_canceled: "The payment schedule %{REFERENCE} was canceled by the gateway. An action is required."
       notify_member_payment_schedule_gateway_canceled:
-        schedule_error: "Your payment schedule %{REFERENCE} was canceled by the gateway."
+        schedule_canceled: "Your payment schedule %{REFERENCE} was canceled by the gateway."
       notify_admin_payment_schedule_check_deadline:
         schedule_deadline: "You must cash the check for the %{DATE} deadline, for schedule %{REFERENCE}"
       notify_admin_payment_schedule_transfer_deadline:

config/routes.rb

@@ -119,7 +119,7 @@ Rails.application.routes.draw do
       get 'first', action: 'first', on: :collection
     end
 
-    resources :payment_schedules, only: %i[index show] do
+    resources :payment_schedules, only: %i[index show update] do
       post 'list', action: 'list', on: :collection
       put 'cancel', on: :member
       get 'download', on: :member