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CHANGELOG.md

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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog and this project adheres to Semantic Versioning.

[0.19.3] - 2024-10-23

Fixed

  • Add support for Lucky v1.3
  • Add support for Crystal v1.13
  • Add support for Crystal v1.14

[0.19.2] - 2024-09-11

Fixed

  • Add back presets removed unitentionally

[0.19.1] - 2024-09-11

Removed

  • Remove model association presets

[0.19.0] - 2024-09-11

Added

  • Allow paying for a given invoice
  • Add sales receipts (invoices paid for on the spot)
  • Add Api::DirectReceipts::Create action
  • Add Api::DirectReceipts::Edit action
  • Add Api::DirectReceipts::New action
  • Add Api::DirectReceipts::Update action
  • Add DirectReceipts::Create action
  • Add DirectReceipts::Edit action
  • Add DirectReceipts::New action
  • Add DirectReceipts::Update action

Changed

  • Allow manually setting created_at when finalizing documents
  • Rename Bill::SendDirectReceiptEmail to Bill::SendFinalizedDirectReceiptEmail
  • Merge mixin presets into their respective main modules
  • Rename ReceivePayment operation to CreateReceipt
  • Rename ReceiveDirectPayment operation to CreateDirectReceipt

Fixed

  • Auto mark invoices as paid only when transaction was newly finalized
  • Auto mark invoices as paid in UpdateTransaction operation
  • Assign finalized receipt validation error in RefundPayment to status attribute

[0.18.0] - 2024-07-27

Added

  • Add Bill::User#billing_details abstract method

Changed

  • Limit description lengths to mitigate potential DoS
  • Limit notes lengths to mitigate potential DoS

[0.17.0] - 2024-06-02

Changed

  • Replace Transaction#metadata database column with a polymorphic Transaction#source

[0.16.1] - 2024-05-16

Fixed

  • Fix CI issues with Lucky v1.2

Changed

  • Replace receipt ID variable with reference in refund description translation

[0.16.0] - 2024-03-07

Added

  • Add Int#credit? method
  • Add Int#debit? method

Removed

  • Remove Ledger.credit? method
  • Remove Ledger.debit? method
  • Remove Ledger.zero? method

[0.15.2] - 2024-03-01

Removed

  • Remove redundant uniqueness check when automatically setting reference

[0.15.1] - 2023-12-26

Fixed

  • Compare invoice due days using local timezone

[0.15.0] - 2023-11-17

Added

  • Add support for Lucky v1.1
  • Add UpdateDirectReceipt operation

Fixed

  • Send direct receipt emails only for finalized transactions
  • Add TransactionMetadata#credit_note_id only when CreditNote model exists
  • Add TransactionMetadata#invoice_id only when Invoice model exists
  • Add TransactionMetadata#receipt_id only when Receipt model exists

[0.14.4] - 2023-10-27

Fixed

  • Avoid possible bugs with truthiness checks for Bool operation attributes

[0.14.3] - 2023-10-21

Added

  • Add Bill::SetTransactionAmount operation mixin

Fix

  • Fix change from credit to debit amount not working in UpdateTransaction

[0.14.2] - 2023-10-20

Fixed

  • Fix PQ::PQError in transaction update operations when status is not set

Changed

  • Require status in Bill::ValidateTransaction operation mixin

[0.14.1] - 2023-10-19

Fixed

  • Fix finalized receipt transactions not created

[0.14.0] - 2023-10-11

Added

  • Add credit : Bool attribute to CreateTransaction operation
  • Add credit : Bool attribute to UpdateTransaction operation
  • Add Api::FinalizedTransactions::* actions
  • Add FinalizedTransactions::* actions

Removed

  • Remove CreateCreditTransaction operation
  • Remove CreateDebitTransaction operation
  • Remove Api::CreditTransactions::* actions
  • Remove Api::DebitTransactions::* actions
  • Remove CreditTransactions::* actions
  • Remove DebitTransactions::* actions

[0.13.0] - 2023-10-10

Added

  • Add Transaction#status column
  • Allow setting custom quantity and amount/price column types

Changed

  • Relax types parameter type restriction for Ledger.balance to Indexable(TransactionType)
  • Add time parameter to InvoiceQuery#is_due method
  • Add time parameter to InvoiceQuery#is_not_due method
  • Add time parameter to InvoiceQuery#is_overdue method
  • Add time parameter to InvoiceQuery#is_not_overdue method
  • Add time parameter to InvoiceQuery#is_underdue method
  • Add time parameter to InvoiceQuery#is_not_underdue method

[0.12.1] - 2023-09-21

Fixed

  • Compare price_mu param as Float64 instead of Int32 in Bill::NeedsLineItems

[0.12.0] - 2023-09-20

Added

  • Add Transaction#balance(User::PrimaryKeyType, ...) methods
  • Add Bill::ReferenceColumns model mixin

Fixed

  • Support namespaced parent model types

Changed

  • Add user parameter type restriction to Ledger.balance methods

[0.11.0] - 2023-06-02

Changed

  • Upgrade GrottoPress/lucille shard to v1.0
  • Do not skip default validations in operations outside Bill

Removed

  • Remove ApiAction and BrowserAction from presets

[0.10.0] - 2023-05-02

Changed

  • Upgrade GrottoPress/lucille shard to v0.11

[0.9.0] - 2023-03-13

Added

  • Add support for CockroachDB

Fixed

  • Do a case-insensitive search when validating reference uniqueness

Changed

  • Upgrade to support Lucky v1.0

[0.8.0] - 2023-01-09

Added

  • Add CreditNote#counter column for use in references
  • Add Invoice#counter column for use in references
  • Add Receipt#counter column for use in references
  • Add Transaction#counter column for use in references
  • Add Ledger.balance_fm method
  • Pay earliest invoices first if they have same due date
  • Add Bill::CreditNoteFromCreditNoteId operation mixin
  • Add Bill::InvoiceFromInvoiceId operation mixin
  • Add CreditNoteTotals#line_items_fm
  • Add InvoiceTotals#credit_notes_fm
  • Add InvoiceTotals#line_items_fm

Changed

  • Make Invoice#description column optional
  • Make CreditNote#description column optional
  • Use a zero quantity or price as a flag to delete an item in Bill::NeedsLineItems.

Removed

  • Remove .max_debt_allowed setting
  • Remove Ledger.invoices.hard_owing?
  • Remove Ledger.invoices.hard_owing!
  • Remove Ledger.invoices.soft_owing?
  • Remove Ledger.invoices.soft_owing!
  • Remove Ledger.invoices.over_hard_owing?
  • Remove Ledger.invoices.over_hard_owing!
  • Remove Ledger.invoices.over_soft_owing?
  • Remove Ledger.invoices.over_soft_owing!

Fixed

  • Fix negative sign stripped in fractional money formats for negative amounts
  • Ensure calculated amounts are constant even if modules are included multiple times

[0.7.0] - 2022-11-21

Added

  • Add Bill::BelongsToReceipt model mixin
  • Add Bill::OptionalBelongsToReceipt model mixin

Changed

  • Upgrade to support Crystal v1.6

Fixed

  • Use net amount (instead of full amount) when marking invoices as paid
  • Fix PQ::PQError (syntax error) in Ledger.balance! when using UUID primary keys

[0.6.0] - 2022-10-15

Changed

  • Upgrade to support Lucky v1.0.0-rc1

[0.5.0] - 2022-09-24

Added

  • Add CreditNote#reference column
  • Add Invoice#reference column
  • Add Receipt#reference column
  • Add Transaction#reference column
  • Add support for all database primary key types (not just Int64)

[0.4.0] - 2022-06-28

Added

  • Add support for Lucky v0.30
  • Add Invoice#net_amount_fm method
  • Add Invoice#net_amount_fm! method

[0.3.0] - 2022-03-17

Added

  • Ensure support for Crystal v1.3

Changed

  • Use saved status to determine status of create operations
  • Respond with HTTP status code 400 in actions if operation failed
  • Rename User#full_address to #billing_details
  • Replace NamedTuple responses in APIs entirely with serializers

[0.2.0] - 2022-01-03

Added

  • Add support for Lucky v0.29
  • Set up i18n with Rex

Changed

  • Remove Lucky::Env module in favour of LuckyEnv
  • Convert CreditNoteTotals to a struct
  • Convert InvoiceTotals to a struct
  • Convert TransactionMetadata to a struct

Removed

  • Remove support for Lucky v0.28

[0.1.0] - 2021-11-22

Added

  • Add transactions ledger
  • Add invoices
  • Add credit notes
  • Add receipts