[Contractors] Add admin UI

app/controllers/admin/legal_entities_controller.rb

@@ -0,0 +1,29 @@
+# frozen_string_literal: true
+
+module Admin
+  class LegalEntitiesController < Admin::BaseController
+    def index
+      @page = params[:page] || 1
+      @per = params[:per] || 20
+
+      relation = LegalEntity.includes(:users, :managing_event, :latest_tax_form)
+
+      @q = params[:q].presence
+      if @q
+        relation = relation.left_joins(:users).where("legal_entities.name ILIKE :q OR users.full_name ILIKE :q OR users.email ILIKE :q", q: "%#{LegalEntity.sanitize_sql_like(@q)}%").distinct
+      end
+
+      @entity_type = params[:entity_type].presence
+      relation = relation.where(entity_type: @entity_type) if @entity_type
+
+      @managed = params[:managed] == "1"
+      relation = relation.managed if @managed
+
+      @archived = params[:archived] == "1"
+      relation = relation.where.not(archived_at: nil) if @archived
+
+      @legal_entities = relation.order(created_at: :desc).page(@page).per(@per)
+    end
+
+  end
+end

app/controllers/admin/payments_controller.rb

@@ -0,0 +1,21 @@
+# frozen_string_literal: true
+
+module Admin
+  class PaymentsController < Admin::BaseController
+    def index
+      @page = params[:page] || 1
+      @per = params[:per] || 20
+
+      relation = Payment.includes(:payee, :event)
+
+      @q = params[:q].presence
+      relation = relation.search_recipient(@q) if @q
+
+      @state = params[:state].presence
+      relation = relation.where(aasm_state: @state) if @state
+
+      @payments = relation.order(created_at: :desc).page(@page).per(@per)
+    end
+
+  end
+end

app/controllers/admin/payroll_positions_controller.rb

@@ -0,0 +1,29 @@
+# frozen_string_literal: true
+
+module Admin
+  class PayrollPositionsController < Admin::BaseController
+    def index
+      @page = params[:page] || 1
+      @per = params[:per] || 20
+
+      relation = Payroll::Position.includes(:payee, :event)
+
+      @q = params[:q].presence
+      relation = relation.search_recipient(@q) if @q
+
+      @state = params[:state].presence
+      relation = relation.where(aasm_state: @state) if @state
+
+      @positions = relation.order(Arel.sql("CASE WHEN aasm_state = 'under_review' THEN 0 ELSE 1 END, created_at DESC")).page(@page).per(@per)
+    end
+
+    def reject
+      position = Payroll::Position.find(params[:id])
+      position.mark_rejected!
+      redirect_back fallback_location: admin_payroll_positions_path, flash: { success: "Contractor rejected." }
+    rescue AASM::InvalidTransition
+      redirect_back fallback_location: admin_payroll_positions_path, flash: { error: "This contractor can no longer be rejected." }
+    end
+
+  end
+end

app/controllers/admin/tax_forms_controller.rb

@@ -0,0 +1,26 @@
+# frozen_string_literal: true
+
+module Admin
+  class TaxFormsController < Admin::BaseController
+    def index
+      @page = params[:page] || 1
+      @per = params[:per] || 20
+
+      relation = Tax::Form.includes(:legal_entity)
+
+      @q = params[:q].presence
+      if @q
+        relation = relation.left_joins(legal_entity: :users).where("legal_entities.name ILIKE :q OR users.full_name ILIKE :q OR users.email ILIKE :q", q: "%#{Tax::Form.sanitize_sql_like(@q)}%").distinct
+      end
+
+      @state = params[:state].presence
+      relation = relation.where(aasm_state: @state) if @state
+
+      @form_type = params[:form_type].presence
+      relation = relation.where(form_type: @form_type) if @form_type
+
+      @tax_forms = relation.order(created_at: :desc).page(@page).per(@per)
+    end
+
+  end
+end

app/models/admin/nav.rb

@@ -160,6 +160,12 @@ def spending
             path: reimbursements_admin_index_path,
             count: ->{ Reimbursement::Report.reimbursement_requested.count },
             count_type: :tasks
+          ),
+          make_item(
+            name: "Payments",
+            path: admin_payments_path,
+            count: ->{ Payment.under_review.count },
+            count_type: :tasks
           )
         ]
       )
@@ -302,21 +308,21 @@ def payroll
         name: "Payroll",
         items: [
           make_item(
-            name: "Employees",
-            path: employees_admin_index_path,
-            count: ->{ Employee.onboarding.count },
+            name: "Contractors",
+            path: admin_payroll_positions_path,
+            count: ->{ Payroll::Position.under_review.count },
             count_type: :tasks
           ),
           make_item(
-            name: "Payments",
-            path: employee_payments_admin_index_path,
-            count: ->{ Employee::Payment.paid.count },
+            name: "Legal Entities",
+            path: admin_legal_entities_path,
+            count: ->{ LegalEntity.count },
             count_type: :records
           ),
           make_item(
-            name: "W9s",
-            path: admin_w9s_path,
-            count: ->{ W9.count },
+            name: "Tax Forms",
+            path: admin_tax_forms_path,
+            count: ->{ Tax::Form.count },
             count_type: :records
           )
         ]

app/views/admin/legal_entities/index.html.erb

@@ -0,0 +1,69 @@
+<% title "Legal Entities" %>
+
+<%= form_with local: true, class: "card", url: admin_legal_entities_path, method: :get do |form| %>
+  <div class="flex flex-col sm:flex-row items-center gap-2">
+    <%= render "events/filters/search", form: %>
+    <%= form.select :entity_type, [%w[Person person], %w[Business business]], { include_blank: "All types", selected: @entity_type } %>
+    <label class="flex items-center gap-1 nowrap">
+      <%= form.check_box :managed, checked: @managed %> Managed
+    </label>
+    <label class="flex items-center gap-1 nowrap">
+      <%= form.check_box :archived, checked: @archived %> Archived
+    </label>
+  </div>
+  <div class="flex items-center mt-2">
+    <%= form.submit "Search", class: "ml-auto" %>
+  </div>
+<% end %>
+
+<div class="flex items-center mb2 flex-col sm:flex-row">
+  <div class="flex-grow">
+    <%= page_entries_info @legal_entities, entry_name: "legal entities" %>
+  </div>
+  <%= paginate @legal_entities %>
+</div>
+
+<table>
+  <thead>
+    <tr>
+      <th class="w-32">Date</th>
+      <th>Name</th>
+      <th>Type</th>
+      <th>Users / Managing org</th>
+      <th class="w-32">TIN</th>
+      <th>Payable?</th>
+      <th class="w-24">Actions</th>
+    </tr>
+  </thead>
+  <tbody>
+    <% @legal_entities.each do |legal_entity| %>
+      <tr>
+        <td><%= legal_entity.created_at.strftime("%Y-%m-%d") %></td>
+        <td>
+          <%= legal_entity.name || legal_entity.display_name %>
+          <% if legal_entity.archived? %><span class="badge bg-muted">Archived</span><% end %>
+          <% if legal_entity.tin_banned? %><span class="badge bg-error">Banned</span><% end %>
+        </td>
+        <td><%= legal_entity.entity_type&.humanize %></td>
+        <td>
+          <% if legal_entity.managed? %>
+            Managed by <%= link_to legal_entity.managing_event.name, legal_entity.managing_event %>
+          <% else %>
+            <%= legal_entity.users.map(&:email).to_sentence.presence || "—" %>
+          <% end %>
+        </td>
+        <td><%= legal_entity.tin_hash.present? ? "On file" : "—" %></td>
+        <td>
+          <% if legal_entity.payable? %>
+            <span class="badge ml-0 bg-success">Yes</span>
+          <% else %>
+            <span class="badge ml-0 bg-warning">No</span>
+          <% end %>
+        </td>
+        <td><%= link_to "View", legal_entity_path(legal_entity) %></td>
+      </tr>
+    <% end %>
+  </tbody>
+</table>
+
+<%= paginate @legal_entities %>

app/views/admin/payments/index.html.erb

@@ -0,0 +1,50 @@
+<% title "Payments" %>
+
+<%= form_with local: true, class: "card", url: admin_payments_path, method: :get do |form| %>
+  <div class="flex flex-col sm:flex-row items-center gap-2">
+    <%= render "events/filters/search", form: %>
+    <%= form.select :state, Payment.aasm.states_for_select, { include_blank: "All states", selected: @state } %>
+  </div>
+  <div class="flex items-center mt-2">
+    <%= form.submit "Search", class: "ml-auto" %>
+  </div>
+<% end %>
+
+<div class="flex items-center mb2 flex-col sm:flex-row">
+  <div class="flex-grow">
+    <%= page_entries_info @payments, entry_name: "payments" %>
+  </div>
+  <%= paginate @payments %>
+</div>
+
+<table>
+  <thead>
+    <tr>
+      <th class="w-32">Date</th>
+      <th>Organization</th>
+      <th>Recipient</th>
+      <th>Purpose</th>
+      <th class="w-32">Amount</th>
+      <th>Status</th>
+      <th class="w-24">Actions</th>
+    </tr>
+  </thead>
+  <tbody>
+    <% @payments.each do |payment| %>
+      <tr class="<%= "admin-bg-pending" if payment.under_review? %>">
+        <td><%= payment.created_at.strftime("%Y-%m-%d") %></td>
+        <td><%= link_to payment.event.name, payment.event %></td>
+        <td>
+          <%= payment.payee.display_name %>
+          <div class="muted h5"><%= payment.payee.email %></div>
+        </td>
+        <td><%= payment.purpose %></td>
+        <td><%= payment.amount.format %></td>
+        <td><span class="badge ml-0 bg-<%= payment.state_color %>"><%= payment.state_text %></span></td>
+        <td><%= link_to "View", payment_path(payment) %></td>
+      </tr>
+    <% end %>
+  </tbody>
+</table>
+
+<%= paginate @payments %>

app/views/admin/payroll_positions/index.html.erb

@@ -0,0 +1,54 @@
+<% title "Contractors" %>
+
+<%= form_with local: true, class: "card", url: admin_payroll_positions_path, method: :get do |form| %>
+  <div class="flex flex-col sm:flex-row items-center gap-2">
+    <%= render "events/filters/search", form: %>
+    <%= form.select :state, Payroll::Position.aasm.states_for_select, { include_blank: "All states", selected: @state } %>
+  </div>
+  <div class="flex items-center mt-2">
+    <%= form.submit "Search", class: "ml-auto" %>
+  </div>
+<% end %>
+
+<div class="flex items-center mb2 flex-col sm:flex-row">
+  <div class="flex-grow">
+    <%= page_entries_info @positions, entry_name: "contractors" %>
+  </div>
+  <%= paginate @positions %>
+</div>
+
+<table>
+  <thead>
+    <tr>
+      <th class="w-32">Date</th>
+      <th>Organization</th>
+      <th>Contractor</th>
+      <th>Title</th>
+      <th class="w-32">Rate</th>
+      <th class="w-32">Period</th>
+      <th>Status</th>
+      <th>Actions</th>
+    </tr>
+  </thead>
+  <tbody>
+    <% @positions.each do |position| %>
+      <tr class="<%= "admin-bg-pending" if position.under_review? %>">
+        <td><%= position.created_at.strftime("%Y-%m-%d") %></td>
+        <td><%= link_to position.event.name, position.event %></td>
+        <td>
+          <%= position.payee.display_name %>
+          <div class="muted h5"><%= position.payee.email %></div>
+        </td>
+        <td><%= position.title %></td>
+        <td><%= position.rate.format %></td>
+        <td><%= position.period_label %></td>
+        <td><span class="badge ml-0 bg-<%= position.under_review? ? "warning" : position.status_color %>"><%= position.under_review? ? "Under review" : position.status_text %></span></td>
+        <td>
+          <%= link_to position.under_review? ? "Review" : "View", event_payroll_position_path(event_id: position.event.slug, id: position), data: { turbo: false } %>
+        </td>
+      </tr>
+    <% end %>
+  </tbody>
+</table>
+
+<%= paginate @positions %>

app/views/admin/tax_forms/index.html.erb

@@ -0,0 +1,52 @@
+<% title "Tax Forms" %>
+
+<%= form_with local: true, class: "card", url: admin_tax_forms_path, method: :get do |form| %>
+  <div class="flex flex-col sm:flex-row items-center gap-2">
+    <%= render "events/filters/search", form: %>
+    <%= form.select :state, Tax::Form.aasm.states_for_select, { include_blank: "All states", selected: @state } %>
+    <%= form.select :form_type, Tax::Form.form_types.keys, { include_blank: "All form types", selected: @form_type } %>
+  </div>
+  <div class="flex items-center mt-2">
+    <%= form.submit "Search", class: "ml-auto" %>
+  </div>
+<% end %>
+
+<div class="flex items-center mb2 flex-col sm:flex-row">
+  <div class="flex-grow">
+    <%= page_entries_info @tax_forms, entry_name: "tax forms" %>
+  </div>
+  <%= paginate @tax_forms %>
+</div>
+
+<table>
+  <thead>
+    <tr>
+      <th class="w-32">Date</th>
+      <th>ID</th>
+      <th>Legal entity</th>
+      <th>Form</th>
+      <th>Service</th>
+      <th>Status</th>
+      <th>TaxBandits status</th>
+      <th>TIN match</th>
+      <th class="w-32">Completed</th>
+    </tr>
+  </thead>
+  <tbody>
+    <% @tax_forms.each do |form| %>
+      <tr>
+        <td><%= form.created_at.strftime("%Y-%m-%d") %></td>
+        <td><code><%= form.hashid %></code></td>
+        <td><%= link_to form.legal_entity.name || form.legal_entity.display_name, legal_entity_path(form.legal_entity) %></td>
+        <td><%= form.form_type || "—" %></td>
+        <td><%= form.external_service.humanize %></td>
+        <td><%= form.aasm_state.humanize %></td>
+        <td><%= form.taxbandits_status&.humanize || "—" %></td>
+        <td><%= form.taxbandits_tin_matching_status&.humanize || "—" %></td>
+        <td><%= form.completed_at&.strftime("%Y-%m-%d") || "—" %></td>
+      </tr>
+    <% end %>
+  </tbody>
+</table>
+
+<%= paginate @tax_forms %>