blawzoo-plutus 0.5.3

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Files changed (62) hide show
  1. data/.yardopts +2 -0
  2. data/LICENSE +23 -0
  3. data/README.markdown +197 -0
  4. data/Rakefile +11 -0
  5. data/VERSION.yml +5 -0
  6. data/app/controllers/accounts_controller.rb +43 -0
  7. data/app/controllers/transactions_controller.rb +42 -0
  8. data/app/models/account.rb +57 -0
  9. data/app/models/asset.rb +81 -0
  10. data/app/models/equity.rb +82 -0
  11. data/app/models/expense.rb +81 -0
  12. data/app/models/liability.rb +76 -0
  13. data/app/models/revenue.rb +81 -0
  14. data/app/models/transaction.rb +27 -0
  15. data/app/views/accounts/index.html.erb +27 -0
  16. data/app/views/accounts/show.html.erb +69 -0
  17. data/app/views/layouts/accounts.html.erb +68 -0
  18. data/app/views/layouts/transactions.html.erb +68 -0
  19. data/app/views/transactions/index.html.erb +27 -0
  20. data/app/views/transactions/show.html.erb +24 -0
  21. data/doc/Account.html +300 -0
  22. data/doc/AccountsController.html +317 -0
  23. data/doc/Asset.html +610 -0
  24. data/doc/Equity.html +610 -0
  25. data/doc/Expense.html +610 -0
  26. data/doc/Liability.html +588 -0
  27. data/doc/Revenue.html +610 -0
  28. data/doc/Transaction.html +156 -0
  29. data/doc/TransactionsController.html +317 -0
  30. data/doc/_index.html +204 -0
  31. data/doc/class_list.html +36 -0
  32. data/doc/file.README.html +250 -0
  33. data/doc/file_list.html +38 -0
  34. data/doc/frames.html +13 -0
  35. data/doc/index.html +250 -0
  36. data/doc/js/app.js +202 -0
  37. data/doc/js/full_list.js +149 -0
  38. data/doc/js/jquery.js +154 -0
  39. data/doc/method_list.html +275 -0
  40. data/doc/top-level-namespace.html +90 -0
  41. data/lib/plutus.rb +6 -0
  42. data/plutus.gemspec +116 -0
  43. data/spec/controllers/accounts_controller_spec.rb +26 -0
  44. data/spec/controllers/transactions_controller_spec.rb +26 -0
  45. data/spec/factories/account_factory.rb +31 -0
  46. data/spec/factories/transaction_factory.rb +6 -0
  47. data/spec/lib/plutus_spec.rb +0 -0
  48. data/spec/models/account_spec.rb +43 -0
  49. data/spec/models/asset_spec.rb +46 -0
  50. data/spec/models/equity_spec.rb +46 -0
  51. data/spec/models/expense_spec.rb +46 -0
  52. data/spec/models/liability_spec.rb +46 -0
  53. data/spec/models/revenue_spec.rb +46 -0
  54. data/spec/models/transaction_spec.rb +48 -0
  55. data/spec/rcov.opts +2 -0
  56. data/spec/routing/accounts_routing_spec.rb +30 -0
  57. data/spec/routing/transactions_routing_spec.rb +30 -0
  58. data/spec/schema.rb +31 -0
  59. data/spec/spec.opts +4 -0
  60. data/spec/spec_helper.rb +14 -0
  61. data/tasks/plutus_tasks.rake +4 -0
  62. metadata +204 -0
data/app/views/layouts/accounts.html.erb ADDED
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+ <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
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+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
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+
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+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
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+ <head>
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+ <meta http-equiv="content-type" content="text/html;charset=UTF-8" />
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+ <title>Accounts</title>
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+ <style>
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+ body {
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+ font: normal 11px auto "Trebuchet MS", Verdana, Arial, Helvetica, sans-serif;
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+ color: #4f6b72;
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+ background: #E6EAE9;
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+ }
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+
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+ a {
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+ color: #4f6b72;
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+ }
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+
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+ table {
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+ width: 100%;
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+ padding: 0;
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+ margin: 0;
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+ }
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+ th {
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+ font: bold 11px "Trebuchet MS", Verdana, Arial, Helvetica, sans-serif;
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+ color: #6D929B;
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+ letter-spacing: 2px;
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+ text-transform: uppercase;
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+ text-align: left;
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+ padding: 6px 6px 6px 12px;
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+ background: #CAE8EA;
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+ border-top: 1px solid #C1DAD7;
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+ border-right: 1px solid #AAA;
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+ border-bottom: 1px solid #AAA;
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+ border-left: 1px solid #C1DAD7;
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+ }
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+
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+ th.nobg {
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+ border-top: 1px solid #C1DAD7;
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+ border-right: 1px solid #AAA;
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+ border-bottom: 1px solid #AAA;
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+ border-left: 1px solid #C1DAD7;
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+ background: #C1DAD7;
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+ }
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+
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+ tr.odd td {
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+ border: 1px solid #C1DAD7;
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+ background: #fff;
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+ padding: 6px 6px 6px 12px;
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+ color: #6D929B;
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+ }
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+
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+ tr.even td {
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+ border: 1px solid #C1DAD7;
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+ background: #fff;
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+ padding: 6px 6px 6px 12px;
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+ color: #B4AA9D;
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+ }
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+ </style>
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+ </head>
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+ <body>
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+
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+ <p style="color: green"><%= flash[:notice] %></p>
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+
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+ <%= yield %>
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+
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+ </body>
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+ </html>
data/app/views/layouts/transactions.html.erb ADDED
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+ <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
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+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
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+
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+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
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+ <head>
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+ <meta http-equiv="content-type" content="text/html;charset=UTF-8" />
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+ <title>Transactions</title>
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+ <style>
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+ body {
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+ font: normal 11px auto "Trebuchet MS", Verdana, Arial, Helvetica, sans-serif;
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+ color: #4f6b72;
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+ background: #E6EAE9;
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+ }
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+
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+ a {
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+ color: #4f6b72;
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+ }
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+
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+ table {
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+ width: 100%;
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+ padding: 0;
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+ margin: 0;
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+ }
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+ th {
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+ font: bold 11px "Trebuchet MS", Verdana, Arial, Helvetica, sans-serif;
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+ color: #6D929B;
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+ letter-spacing: 2px;
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+ text-transform: uppercase;
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+ text-align: left;
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+ padding: 6px 6px 6px 12px;
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+ background: #CAE8EA;
32
+ border-top: 1px solid #C1DAD7;
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+ border-right: 1px solid #AAA;
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+ border-bottom: 1px solid #AAA;
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+ border-left: 1px solid #C1DAD7;
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+ }
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+
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+ th.nobg {
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+ border-top: 1px solid #C1DAD7;
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+ border-right: 1px solid #AAA;
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+ border-bottom: 1px solid #AAA;
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+ border-left: 1px solid #C1DAD7;
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+ background: #C1DAD7;
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+ }
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+
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+ tr.odd td {
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+ border: 1px solid #C1DAD7;
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+ background: #fff;
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+ padding: 6px 6px 6px 12px;
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+ color: #6D929B;
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+ }
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+
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+ tr.even td {
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+ border: 1px solid #C1DAD7;
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+ background: #fff;
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+ padding: 6px 6px 6px 12px;
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+ color: #B4AA9D;
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+ }
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+ </style>
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+ </head>
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+ <body>
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+
63
+ <p style="color: green"><%= flash[:notice] %></p>
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+
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+ <%= yield %>
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+
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+ </body>
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+ </html>
data/app/views/transactions/index.html.erb ADDED
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+ <h1>Listing Transactions</h1>
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+
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+ <table>
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+ <tr>
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+ <th class="nobg">ID</th>
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+ <th>Description</th>
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+ <th>Credit Account</th>
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+ <th>Debit Account</th>
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+ <th>Amount</th>
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+ <th>Date</th>
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+ </tr>
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+
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+ <% @transactions.each do |transaction| %>
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+ <tr class="<%= cycle("even", "odd") -%>">
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+ <td><%=h transaction.id %></td>
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+ <td><%=h transaction.description %></td>
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+ <td><%=link_to(h(transaction.credit_account.name), account_path(transaction.credit_account)) %></td>
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+ <td><%=link_to(h(transaction.debit_account.name), account_path(transaction.debit_account)) %></td>
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+ <td><%=h transaction.amount %></td>
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+ <td><%=h transaction.created_at %></td>
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+ </tr>
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+ <% end %>
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+ </table>
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+
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+ <br />
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+
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+ <h3>Go to <%= link_to 'Accounts', accounts_path %></h3>
data/app/views/transactions/show.html.erb ADDED
@@ -0,0 +1,24 @@
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+ <h1><%=h @transaction.description %> Transaction</h1>
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+
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+ <table>
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+ <tr>
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+ <th class="nobg">ID</th>
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+ <th>Description</th>
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+ <th>Credit Account</th>
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+ <th>Debit Account</th>
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+ <th>Amount</th>
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+ <th>Date</th>
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+ </tr>
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+
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+ <tr class="odd">
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+ <td><%=h @transaction.id %></td>
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+ <td><%=h @transaction.description %></td>
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+ <td><%=link_to(h(@transaction.credit_account.name), account_path(@transaction.credit_account)) %></td>
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+ <td><%=link_to(h(@transaction.debit_account.name), account_path(@transaction.debit_account)) %></td>
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+ <td><%=h @transaction.amount %></td>
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+ <td><%=h @transaction.created_at %></td>
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+ </tr>
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+ </table>
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+
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+
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+ </table>
data/doc/Account.html ADDED
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+ <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
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+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
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+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
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+ <head>
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+ <meta name="Content-Type" content="text/html; charset=utf-8" />
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+ <title>Class: Account</title>
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+ <link rel="stylesheet" href="css/style.css" type="text/css" media="screen" charset="utf-8" />
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+ <link rel="stylesheet" href="css/common.css" type="text/css" media="screen" charset="utf-8" />
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+
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+ <script type="text/javascript" charset="utf-8">
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+ relpath = '';
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+ if (relpath != '') relpath += '/';
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+ </script>
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+ <script type="text/javascript" charset="utf-8" src="js/jquery.js"></script>
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+ <script type="text/javascript" charset="utf-8" src="js/app.js"></script>
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+
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+ </head>
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+ <body>
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+ <script type="text/javascript" charset="utf-8">
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+ if (window.top.frames.main) document.body.className = 'frames';
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+ </script>
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+
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+ <div id="header">
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+ <div id="menu">
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+
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+ <a href="_index.html">Index (A)</a> &raquo;
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+
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+
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+ <span class="title">Account</span>
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+
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+
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+ <div class="noframes"><span class="title">(</span><a href="." target="_top">no frames</a><span class="title">)</span></div>
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+ </div>
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+
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+ <div id="search">
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+ <a id="class_list_link" href="#">Class List</a>
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+ <a id="method_list_link" href="#">Method List</a>
38
+ <a id ="file_list_link" href="#">File List</a>
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+ </div>
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+
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+ <div class="clear"></div>
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+ </div>
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+
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+ <iframe id="search_frame"></iframe>
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+
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+ <div id="content"><h1>Class: Account
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+ <span class="abstract note title">Abstract</span>
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+
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+
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+ </h1>
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+
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+ <dl class="box">
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+
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+ <dt class="r1">Inherits:</dt>
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+ <dd class="r1">
56
+ <span class="inheritName">ActiveRecord::Base</span>
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+
58
+ <ul class="fullTree">
59
+ <li>Object</li>
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+
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+ <li class="next">ActiveRecord::Base</li>
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+
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+ <li class="next">Account</li>
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+
65
+ </ul>
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+ <a href="#" class="inheritanceTree">show all</a>
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+
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+ </dd>
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+
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+
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+
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+
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+
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+
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+
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+
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+
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+ <dt class="r2 last">Defined in:</dt>
79
+ <dd class="r2 last">app/models/account.rb</dd>
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+
81
+ </dl>
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+ <div class="clear"></div>
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+
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+ <h2>Overview</h2><div class="docstring">
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+ <div class="discussion">
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+ <div class="note abstract">
87
+ <strong>This class is abstract.</strong>
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+ <div class='inline'><p>
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+ An account must be a subclass to be saved to the database. The Account
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+ class has a singleton method <span class='object_link'><a href="#trial_balance-class_method" title="Account.trial_balance (method)">trial_balance</a></span> to calculate the balance on
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+ all Accounts.
92
+ </p>
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+ </div>
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+ </div>
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+ <h2>Overview:</h2>
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+ <p>
97
+ The Account class represents accounts in the system. Each account must be
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+ subclassed as one of the following types:
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+ </p>
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+ <pre class="code">
101
+ <span class='TYPE constant id'>TYPE</span> <span class='bitor op'>|</span> <span class='NORMAL constant id'>NORMAL</span> <span class='BALANCE constant id'>BALANCE</span> <span class='bitor op'>|</span> <span class='DESCRIPTION constant id'>DESCRIPTION</span>
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+ <span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span><span class='minus op'>-</span>
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+ <span class='Asset constant id'>Asset</span> <span class='bitor op'>|</span> <span class='Debit constant id'>Debit</span> <span class='bitor op'>|</span> <span class='Resources constant id'>Resources</span> <span class='owned identifier id'>owned</span> <span class='by identifier id'>by</span> <span class='the identifier id'>the</span> <span class='Business constant id'>Business</span> <span class='Entity constant id'>Entity</span>
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+ <span class='Liability constant id'>Liability</span> <span class='bitor op'>|</span> <span class='Credit constant id'>Credit</span> <span class='bitor op'>|</span> <span class='Debts constant id'>Debts</span> <span class='owed identifier id'>owed</span> <span class='to identifier id'>to</span> <span class='outsiders identifier id'>outsiders</span>
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+ <span class='Equity constant id'>Equity</span> <span class='bitor op'>|</span> <span class='Credit constant id'>Credit</span> <span class='bitor op'>|</span> <span class='Owners constant id'>Owners</span> <span class='rights identifier id'>rights</span> <span class='to identifier id'>to</span> <span class='the identifier id'>the</span> <span class='Assets constant id'>Assets</span>
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+ <span class='Revenue constant id'>Revenue</span> <span class='bitor op'>|</span> <span class='Credit constant id'>Credit</span> <span class='bitor op'>|</span> <span class='Increases constant id'>Increases</span> <span class='in in kw'>in</span> <span class='owners identifier id'>owners</span> <span class='equity identifier id'>equity</span>
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+ <span class='Expense constant id'>Expense</span> <span class='bitor op'>|</span> <span class='Debit constant id'>Debit</span> <span class='bitor op'>|</span> <span class='Assets constant id'>Assets</span> <span class='or or kw'>or</span> <span class='services identifier id'>services</span> <span class='consumed identifier id'>consumed</span> <span class='in in kw'>in</span> <span class='the identifier id'>the</span> <span class='generation identifier id'>generation</span> <span class='of identifier id'>of</span> <span class='revenue identifier id'>revenue</span>
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+ </pre>
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+ <p>
110
+ Each account can also be marked as a &quot;Contra Account&quot;. A contra
111
+ account will have it&#8217;s normal balance swapped. For example, to remove
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+ equity, a &quot;Drawing&quot; account may be created as a contra equity
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+ account as follows:
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+ </p>
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+ <pre class="code">
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+ <span class='Equity constant id'>Equity</span><span class='dot token'>.</span><span class='create identifier id'>create</span><span class='lparen token'>(</span><span class='symbol val'>:name</span> <span class='assign token'>=</span><span class='gt op'>&gt;</span> <span class='string val'>&quot;Drawing&quot;</span><span class='comma token'>,</span> <span class='contra identifier id'>contra</span> <span class='assign token'>=</span><span class='gt op'>&gt;</span> <span class='true true kw'>true</span><span class='rparen token'>)</span>
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+ </pre>
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+ <p>
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+ At all times the balance of all accounts should conform to the
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+ &quot;accounting equation&quot;
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+ </p>
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+ <pre class="code">
123
+ <span class='Assets constant id'>Assets</span> <span class='assign token'>=</span> <span class='Liabilties constant id'>Liabilties</span> <span class='plus op'>+</span> <span class='Owner constant id'>Owner</span><span class='string val'>'s Equity
124
+ </span></pre>
125
+ <p>
126
+ Each sublclass account acts as it&#8217;s own ledger. See the individual
127
+ subclasses for a description.
128
+ </p>
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+
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+
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+ </div>
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+ </div>
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+ <div class="tags">
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+
135
+ <h3>See Also:</h3>
136
+ <ul class="see">
137
+
138
+ <li><a href="http://en.wikipedia.org/wiki/Accounting_equation" target="_parent" title="Accounting Equation">Accounting Equation</a></li>
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+
140
+ <li><a href="http://en.wikipedia.org/wiki/Debits_and_credits" target="_parent" title="Debits, Credits, and Contra Accounts">Debits, Credits, and Contra Accounts</a></li>
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+
142
+ </ul>
143
+ <h3>Author:</h3>
144
+ <ul class="author">
145
+
146
+ <li>
147
+
148
+
149
+
150
+
151
+
152
+ <div class='inline'><p>
153
+ Michael Bulat
154
+ </p>
155
+ </div>
156
+
157
+ </li>
158
+
159
+ </ul>
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+
161
+ </div><div id="subclasses">
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+ <h2>Direct Known Subclasses</h2>
163
+ <p class="children"><span class='object_link'><a href="Asset.html" title="Asset (class)">Asset</a></span>, <span class='object_link'><a href="Equity.html" title="Equity (class)">Equity</a></span>, <span class='object_link'><a href="Expense.html" title="Expense (class)">Expense</a></span>, <span class='object_link'><a href="Liability.html" title="Liability (class)">Liability</a></span>, <span class='object_link'><a href="Revenue.html" title="Revenue (class)">Revenue</a></span></p>
164
+ </div>
165
+
166
+
167
+
168
+
169
+
170
+ <h2>
171
+ Class Method Summary
172
+ <small>(<a href="#" class="summary_toggle">collapse</a>)</small>
173
+ </h2>
174
+
175
+ <ul class="summary">
176
+
177
+ <li class="public ">
178
+ <span class="summary_signature">
179
+
180
+ <a href="#trial_balance-class_method" title="trial_balance (class method)">+ (BigDecimal) <strong>trial_balance</strong> </a>
181
+
182
+
183
+
184
+ </span>
185
+
186
+
187
+
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+
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+
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+
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+
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+
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+ <span class="summary_desc"><div class='inline'><p>
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+ The trial balance of all accounts in the system.
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+ </p>
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+ </div></span>
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+
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+ </li>
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+
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+
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+ </ul>
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+
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+
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+
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+
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+
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+ <div id="class_method_details" class="method_details_list">
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+ <h2>Class Method Details</h2>
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+
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+
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+ <div class="method_details first">
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+ <p class="signature first" id="trial_balance-class_method">
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+
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+ + (<tt>BigDecimal</tt>) <strong>trial_balance</strong>
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+
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+
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+
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+ </p><div class="docstring">
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+ <div class="discussion">
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+ <p>
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+ The trial balance of all accounts in the system. This should always equal
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+ zero, otherwise there is an error in the system.
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+ </p>
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+
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+
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+ </div>
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+ </div>
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+ <div class="tags">
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+
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+ <div class="examples">
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+ <h3>Examples:</h3>
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+
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+ <h4><div class='inline'></div></h4>
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+ <pre class="example code"><span class='rshft op'>&gt;&gt;</span> <span class='Account constant id'>Account</span><span class='dot token'>.</span><span class='trial_balance identifier id'>trial_balance</span><span class='dot token'>.</span><span class='to_i identifier id'>to_i</span>
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+ <span class='assign token'>=</span><span class='gt op'>&gt;</span> <span class='integer val'>0</span>
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+ </pre>
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+
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+ </div>
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+ <h3>Returns:</h3>
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+ <ul class="return">
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+
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+ <li>
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+
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+ <span class='type'>(<tt>BigDecimal</tt>)</span>
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+
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+
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+
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+
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+ &mdash;
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+ <div class='inline'><p>
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+ The decimal value balance of all accounts
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+ </p>
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+ </div>
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+
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+ </li>
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+
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+ </ul>
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+
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+ </div><table class="source_code">
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+ <tr>
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+ <td>
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+ <pre class="lines">
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+
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+
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+ 49
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+ 50
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+ 51
268
+ 52
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+ 53
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+ 54
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+ 55</pre>
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+ </td>
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+ <td>
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+ <pre class="code"><span class="info file"># File 'app/models/account.rb', line 49</span>
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+
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+ <span class='def def kw'>def</span> <span class='self self kw'>self</span><span class='dot token'>.</span><span class='trial_balance identifier id'>trial_balance</span>
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+ <span class='unless unless kw'>unless</span> <span class='self self kw'>self</span><span class='dot token'>.</span><span class='new identifier id'>new</span><span class='dot token'>.</span><span class='class identifier id'>class</span> <span class='eq op'>==</span> <span class='Account constant id'>Account</span>
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+ <span class='raise identifier id'>raise</span><span class='lparen token'>(</span><span class='NoMethodError constant id'>NoMethodError</span><span class='comma token'>,</span> <span class='string val'>&quot;undefined method 'trial_balance'&quot;</span><span class='rparen token'>)</span>
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+ <span class='else else kw'>else</span>
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+ <span class='Asset constant id'>Asset</span><span class='dot token'>.</span><span class='balance identifier id'>balance</span> <span class='minus op'>-</span> <span class='lparen token'>(</span><span class='Liability constant id'>Liability</span><span class='dot token'>.</span><span class='balance identifier id'>balance</span> <span class='plus op'>+</span> <span class='Equity constant id'>Equity</span><span class='dot token'>.</span><span class='balance identifier id'>balance</span> <span class='plus op'>+</span> <span class='Revenue constant id'>Revenue</span><span class='dot token'>.</span><span class='balance identifier id'>balance</span> <span class='minus op'>-</span> <span class='Expense constant id'>Expense</span><span class='dot token'>.</span><span class='balance identifier id'>balance</span><span class='rparen token'>)</span>
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+ <span class='end end kw'>end</span>
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+ <span class='end end kw'>end</span>
283
+ </pre>
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+ </td>
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+ </tr>
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+ </table>
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+ </div>
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+
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+ </div>
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+
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+ </div>
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+
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+ <div id="footer">
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+ Generated on Fri Dec 3 14:35:08 2010 by
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+ <a href="http://yardoc.org" title="Yay! A Ruby Documentation Tool" target="_parent">yard</a>
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+ 0.6.2 (ruby-1.8.7).
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+ </div>
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+
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+ </body>
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+ </html>