bookyt 0.0.1

data/app/models/booking_template.rb

@@ -0,0 +1,92 @@
+class BookingTemplate < ActiveRecord::Base
+  # Associations
+  belongs_to :debit_account, :foreign_key => 'debit_account_id', :class_name => "Account"
+  belongs_to :credit_account, :foreign_key => 'credit_account_id', :class_name => "Account"
+
+  # Scopes
+  scope :by_type, lambda{|value| where("code LIKE ?", value + ':%')}
+
+  # Standard methods
+  def to_s(format = :default)
+    case format
+    when :short
+      "%s / %s CHF %s" % [
+        credit_account ? credit_account.to_s(:short) : '?',
+        debit_account ? debit_account.to_s(:short) : '?',
+        amount ? "%0.2f" % amount.to_f : '?',
+      ]
+    else
+      "%s an %s CHF %s, %s (%s)" % [
+        credit_account ? credit_account.to_s : '?',
+        debit_account ? debit_account.to_s : '?',
+        amount ? "%0.2f" % amount.to_f : '?',
+        title.present? ? title : '?',
+        comments.present? ? comments : '?'
+      ]
+    end
+  end
+
+  def booking_parameters(params = {})
+    # Prepare parameters set by template
+    booking_params = attributes.reject!{|key, value| !["title", "comments", "credit_account_id", "debit_account_id"].include?(key)}
+
+    # Calculate amount
+    booking_amount = BigDecimal.new(attributes['amount'] || '0')
+
+    params.stringify_keys!
+
+    # Lookup reference
+    reference = params['reference']
+    unless reference
+      ref_type = params['reference_type']
+      ref_id = params['reference_id']
+      if ref_type.present? and ref_id.present?
+        reference = ref_type.constantize.find(ref_id)
+      end
+    end
+
+    if reference
+      case self.amount_relates_to
+        when 'reference_amount'
+          booking_amount *= reference.amount unless reference.amount.nil?
+        when 'reference_balance'
+          booking_amount *= reference.balance unless reference.balance.nil?
+        when 'reference_amount_minus_balance'
+          booking_amount *= reference.amount - reference.balance unless (reference.amount.nil? or reference.balance.nil?)
+      end
+    end
+
+    booking_amount = booking_amount.try(:round, 2)
+    booking_params['amount'] = booking_amount
+
+    # Override by passed in parameters
+    booking_params.merge!(params)
+  end
+
+  # Factory methods
+  def build_booking(params = {})
+    Booking.new(booking_parameters(params))
+  end
+
+  def create_booking(params = {})
+    Booking.create(booking_parameters(params))
+  end
+
+  def self.build_booking(code, params = {})
+    find_by_code(code).try(:build_booking, params)
+  end
+
+  def self.create_booking(code, params = {})
+    find_by_code(code).try(:create_booking, params)
+  end
+
+  # Importer
+  def self.import(struct)
+    templates = self.all.inject([]) do |found, template|
+      puts "matcher: " + template.matcher
+      puts 'text: ' + struct.text
+      found << template if not Regexp.new(template.matcher).match(struct.text).eql?nil
+    end
+    puts templates.inspect
+  end
+end

data/app/models/charge_booking_template.rb

@@ -0,0 +1,57 @@
+class ChargeBookingTemplate < BookingTemplate
+  # Charge Rates
+  def charge_rate(date = nil, params = {})
+    ChargeRate.by_person(params[:person_id]).current(charge_rate_code, date)
+  end
+
+  def amount(date = nil, params = {})
+    rate = charge_rate(date, params)
+    return 0.0 unless rate
+
+    if self.amount_relates_to.present?
+      return rate.rate / 100
+    else
+      return rate.rate
+    end
+  end
+
+  def booking_parameters(params = {})
+    person_id = params.delete(:person_id)
+
+    # Prepare parameters set by template
+    booking_params = attributes.reject!{|key, value| !["title", "comments", "credit_account_id", "debit_account_id"].include?(key)}
+
+    params.stringify_keys!
+
+    # Lookup reference
+    reference = params['reference']
+    unless reference
+      ref_type = params['reference_type']
+      ref_id = params['reference_id']
+      if ref_type.present? and ref_id.present?
+        reference = ref_type.constantize.find(ref_id)
+      end
+    end
+
+    if reference
+      # Calculate amount
+      booking_params['value_date'] = reference.value_date
+      booking_amount = self.amount(reference.value_date, :person_id => person_id)
+
+      case self.amount_relates_to
+        when 'reference_amount'
+          booking_amount *= reference.amount
+        when 'reference_balance'
+          booking_amount *= reference.balance
+        when 'reference_amount_minus_balance'
+          booking_amount *= reference.amount - reference.balance
+      end
+    end
+
+    booking_amount = booking_amount.try(:round, 2)
+    booking_params['amount'] = booking_amount
+
+    # Override by passed in parameters
+    booking_params.merge!(params)
+  end
+end

data/app/models/charge_rate.rb

@@ -0,0 +1,30 @@
+class ChargeRate < ActiveRecord::Base
+  # String
+  def to_s(format = :default)
+    case format
+      when :long
+        from = duration_from.nil? ? "" : I18n::localize(duration_from)
+        to   = duration_to.nil? ? "" : I18n::localize(duration_to)
+        "%s: %.2f (%s - %s)" % [title, rate, from, to]
+      else
+        "%s: %.2f" % [code, rate]
+    end
+  end
+
+  # Sorting
+  default_scope order('duration_from DESC')
+
+  # Validity
+  scope :valid_at, lambda {|value| where("duration_from <= :date AND (duration_to IS NULL OR duration_to > :date)", :date => value) }
+  scope :valid, lambda { valid_at(Date.today) }
+  scope :latest, group(:code, :person_id)
+
+  def self.current(code, date = nil)
+    date ||= Date.today
+    valid_at(date).find_by_code(code)
+  end
+
+  # Person
+  belongs_to :person
+  scope :by_person, lambda {|value| value ? where(:person_id => value) : scoped}
+end

data/app/models/civil_status.rb

@@ -0,0 +1,5 @@
+class CivilStatus < ActiveRecord::Base
+  def to_s
+    name
+  end
+end

data/app/models/company.rb

@@ -0,0 +1,5 @@
+class Company < Person
+  # Associations
+  has_many :employments, :foreign_key => :employer_id
+  has_many :employees, :through => :employments
+end

data/app/models/credit_invoice.rb

@@ -0,0 +1,32 @@
+class CreditInvoice < Invoice
+  # String
+  def to_s(format = :default)
+    return "" if amount.nil?
+
+    identifier = title
+    identifier += " / #{code}" if code.present?
+
+    case format
+      when :reference
+        return identifier + " (#{company.to_s})"
+      when :long
+        return "%s: %s für %s à %s"  % [I18n::localize(value_date), ident, company, currency_fmt(amount)]
+      else
+        return identifier
+    end
+  end
+
+  # Accounts
+  # ========
+  def self.direct_account
+    Account.find_by_code("2000")
+  end
+
+  def balance_account
+    bookings.first.try(:debit_account)
+  end
+
+  def profit_account
+    bookings.first.try(:credit_account)
+  end
+end

data/app/models/customer.rb

@@ -0,0 +1,4 @@
+class Customer < Person
+  # Associations
+  has_many :invoices, :order => 'value_date DESC'
+end

data/app/models/debit_invoice.rb

@@ -0,0 +1,24 @@
+class DebitInvoice < Invoice
+  # Accounts
+  # ========
+  def self.direct_account
+    Account.find_by_code("1100")
+  end
+
+  def balance_account
+    bookings.first.try(:credit_account)
+  end
+
+  def profit_account
+    bookings.first.try(:debit_account)
+  end
+
+  # Callback hook
+  def booking_saved(booking)
+    if (self.state != 'canceled') and (self.state != 'reactivated') and (self.amount <= 0.0)
+      update_attribute(:state, 'paid')
+    elsif !self.overdue? and (self.amount > 0.0)
+      update_attribute(:state, 'booked')
+    end
+  end
+end

data/app/models/employee.rb

@@ -0,0 +1,6 @@
+class Employee < Person
+  # Associations
+  has_many :employments
+  has_many :employers, :through => :employments
+  has_many :salaries, :foreign_key => :company_id
+end

data/app/models/employment.rb

@@ -0,0 +1,28 @@
+class Employment < ActiveRecord::Base
+  # Associations
+  belongs_to :employee
+  belongs_to :employer, :class_name => 'Company'
+
+  # Validations
+  validates_presence_of :employee, :employer
+  validates_date :duration_from, :duration_to, :allow_nil => true, :allow_blank => true
+
+  # Validity
+  scope :valid_at, lambda {|value| where("duration_from <= :date AND (duration_to IS NULL OR duration_to > :date)", :date => value) }
+  scope :valid, lambda { valid_at(Date.today) }
+
+  def self.current(date = nil)
+    date ||= Date.today
+    valid_at(date).last
+  end
+
+  # String
+  def to_s
+    "%s bei %s von %s - %s" % [employee, employer, duration_from, duration_to]
+  end
+
+  # Attachments
+  # ===========
+  has_many :attachments, :as => :object
+  accepts_nested_attributes_for :attachments, :reject_if => proc { |attributes| attributes['file'].blank? }
+end

data/app/models/invoice.rb

@@ -0,0 +1,145 @@
+class Invoice < ActiveRecord::Base
+  # Aspects
+  include ApplicationHelper
+
+  # Scopes
+  default_scope order(:due_date)
+  scope :overdue, where("due_date < NOW()")
+
+  # Associations
+  belongs_to :customer, :class_name => 'Person'
+  belongs_to :company, :class_name => 'Person'
+
+  # Validations
+  validates_date :due_date, :value_date
+  validates_presence_of :customer, :company, :title, :amount, :state
+
+  # String
+  def to_s(format = :default)
+    return "" if amount.nil?
+
+    identifier = title
+    identifier += " / #{code}" if code.present?
+
+    case format
+      when :reference
+        return identifier + " (#{customer.to_s})"
+      when :long
+        return "%s: %s für %s à %s"  % [I18n::localize(value_date), ident, customer, currency_fmt(amount)]
+      else
+        return identifier
+    end
+  end
+
+  before_save :update_code
+  def update_code
+    code = value_date.strftime("%y%m")
+    code += "%04i" % id
+
+    self.code = code
+  end
+
+  # Search
+  # ======
+  scope :by_text, lambda {|value|
+    text   = '%' + value + '%'
+
+    amount = value.delete("'").to_f
+    if amount == 0.0
+      amount = nil unless value.match(/^[0.]*$/)
+    end
+
+    date   = nil
+    begin
+      date = Date.parse(value)
+    rescue ArgumentError
+    end
+
+    people = Person.by_name(value)
+
+    where("title LIKE :text OR code LIKE :text OR remarks LIKE :text OR amount = :amount OR date(value_date) = :date OR date(due_date) = :date OR company_id IN (:people) OR customer_id IN (:people)", :text => text, :amount => amount, :date => date, :people => people)
+  }
+
+  # Attachments
+  # ===========
+  has_many :attachments, :as => :object
+  accepts_nested_attributes_for :attachments, :reject_if => proc { |attributes| attributes['file'].blank? }
+
+  # States
+  # ======
+  STATES = ['booked', 'canceled', 'paid', 'reactivated', 'reminded', '2xreminded', '3xreminded', 'encashment', 'written_off']
+  scope :by_state, lambda {|value|
+    where(:state => value) unless value == 'all'
+  }
+
+  scope :prepared, :conditions => "state = 'prepared'"
+  scope :canceled, :conditions => "state = 'canceled'"
+  scope :reactivated, :conditions => "state = 'reactivated'"
+  scope :active, :conditions => "NOT(state IN ('reactivated', 'canceled'))"
+  scope :open, :conditions => "NOT(state IN ('reactivated', 'canceled', 'paid'))"
+  scope :overdue, :conditions => ["(state = 'booked' AND due_date < :today) OR (state = 'reminded' AND reminder_due_date < :today) OR (state = '2xreminded' AND second_reminder_due_date < :today)", {:today => Date.today}]
+  scope :in_encashment, :conditions => ["state = 'encashment'"]
+
+  def active
+    !(state == 'canceled' or state == 'reactivated' or state == 'written_off')
+  end
+
+  def open
+    active and !(state == 'paid')
+  end
+
+  def state_adverb
+    I18n.t state, :scope => 'invoice.state'
+  end
+
+  def state_noun
+    I18n.t state, :scope => 'invoice.state_noun'
+  end
+
+  def overdue?
+    return true if state == 'booked' and due_date < Date.today
+    return true if state == 'reminded' and (reminder_due_date.nil? or reminder_due_date < Date.today)
+    return true if state == '2xreminded' and (second_reminder_due_date.nil? or second_reminder_due_date < Date.today)
+    return true if state == '3xreminded' and (third_reminder_due_date.nil? or third_reminder_due_date < Date.today)
+
+    return false
+  end
+
+  # Period
+  # ======
+  scope :active_at, lambda {|value| Invoice.where("date(duration_from) < :date AND date(duration_to) > :date", :date => value)}
+
+  # Bookings
+  # ========
+  include HasAccounts::Model
+
+  # Build booking
+  #
+  # We pass the value_date to the booking
+  def build_booking(params = {}, template_code = nil)
+    invoice_params = {:value_date => self.value_date}
+    template_code ||= self.class.to_s.underscore + ':invoice'
+
+    invoice_params.merge!(params)
+
+    super(invoice_params, template_code)
+  end
+
+  # Line Items
+  # ==========
+  has_many :line_items, :autosave => true
+  accepts_nested_attributes_for :line_items, :allow_destroy => true, :reject_if => proc { |attributes| attributes['quantity'].blank? or attributes['quantity'] == '0' }
+
+  def amount
+    self[:amount] || line_items.sum('times * price').to_f
+  end
+
+  def overdue?
+    return true if state == 'booked' and due_date < Date.today
+    return true if state == 'reminded' and (reminder_due_date.nil? or reminder_due_date < Date.today)
+    return true if state == '2xreminded' and (second_reminder_due_date.nil? or second_reminder_due_date < Date.today)
+    return true if state == '3xreminded' and (third_reminder_due_date.nil? or third_reminder_due_date < Date.today)
+
+    false
+  end
+end

data/app/models/line_item.rb

@@ -0,0 +1,22 @@
+class LineItem < ActiveRecord::Base
+  belongs_to :item, :polymorphic => true
+  belongs_to :invoice, :touch => true
+
+  # Validations
+  validate :times, :presence => true, :numericality => true
+  validate :price, :presence => true, :numericality => true
+  validate :title, :presence => true
+  
+  # Attributes
+  def assign_item=(value)
+    self.item = value
+
+    self.price = value.price
+    self.title = value.title
+    self.code  = value.code
+  end
+
+  def total_amount
+    times * price.to_f
+  end
+end