bookyt 0.0.1

data/app/models/note.rb

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+class Note < ActiveRecord::Base
+  belongs_to :note_of_sth, :polymorphic => true
+  belongs_to :user
+
+  def to_s
+    "#{user}:#{created_at}"
+  end
+end

data/app/models/person.rb

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+class Person < ActiveRecord::Base
+  # Validations
+  validates_date :date_of_birth, :date_of_death, :allow_nil => true, :allow_blank => true
+  validates_presence_of :vcard
+
+  # sex enumeration
+  MALE   = 1
+  FEMALE = 2
+
+  # String
+  def to_s(format = :default)
+    return unless vcard
+
+    s = vcard.full_name
+
+    case format
+      when :long
+        s += " (#{vcard.locality})" if vcard.locality
+    end
+
+    return s
+  end
+
+  # VCards
+  # ======
+  has_many :vcards, :as => :object
+  has_one :vcard, :as => :object
+  accepts_nested_attributes_for :vcard
+
+  # Search
+  default_scope includes(:vcard).order('IFNULL(vcards.full_name, vcards.family_name + ' ' + vcards.given_name)')
+
+  scope :by_name, lambda {|value|
+    includes(:vcard).where("(vcards.given_name LIKE :query) OR (vcards.family_name LIKE :query) OR (vcards.full_name LIKE :query)", :query => "%#{value}%")
+  }
+
+  # Constructor
+  def initialize(attributes = nil, options = {})
+    super
+
+    build_vcard unless vcard
+    vcard.build_address unless vcard.address
+  end
+
+  # Invoices
+  # ========
+  has_many :credit_invoices, :class_name => 'Invoice', :foreign_key => :customer_id, :order => 'value_date DESC'
+  has_many :debit_invoices, :class_name => 'Invoice', :foreign_key => :company_id, :order => 'value_date DESC'
+
+  # Charge Rates
+  # ============
+  has_many :charge_rates
+
+  # Attachments
+  # ===========
+  has_many :attachments, :as => :object
+  accepts_nested_attributes_for :attachments, :reject_if => proc { |attributes| attributes['file'].blank? }
+
+  # Others
+  # ===========
+  belongs_to :civil_status
+  belongs_to :religion
+  has_many :notes, :as => :note_of_sth
+
+end

data/app/models/product.rb

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+class Product < ActiveRecord::Base
+end

data/app/models/profit.rb

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+class Profit
+  attr_accessor :client
+  attr_accessor :year
+
+  def initialize(client, year = Time.now.year)
+    @client = client
+    @year = year
+  end
+end

data/app/models/religion.rb

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+class Religion < ActiveRecord::Base
+  def to_s
+    name
+  end
+end

data/app/models/role.rb

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+class Role < ActiveRecord::Base
+  # Associations
+  has_and_belongs_to_many :users
+
+  # Helpers
+  def to_s
+    I18n.translate(name, :scope => 'cancan.roles')
+  end
+end

data/app/models/salary.rb

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+class Salary < Invoice
+  # Association customizing
+  belongs_to :employee, :foreign_key => :company_id, :class_name => 'Person'
+  belongs_to :employer, :foreign_key => :customer_id, :class_name => 'Person'
+
+  validates :employee, :employer, :presence => true
+
+  def employer_id=(value)
+    customer_id = value
+  end
+
+  def employee_id=(value)
+    company_id = value
+  end
+
+  # String
+  def to_s(format = :default)
+    "%s (%s / %s - %s)" % [title, company, duration_from ? I18n::localize(duration_from) : '', duration_to ? I18n::localize(duration_to) : '']
+  end
+
+  # Calculations
+  def net_amount
+    salary_invoice_booking = bookings.where(:debit_account_id => Account.find_by_code('2050').id).first
+    return 0.0 unless salary_invoice_booking
+
+    salary_invoice_booking.amount
+  end
+
+  def bvg_amount
+    bookings.by_text("BVG").sum(:amount)
+  end
+
+  def social_amount
+    result = bookings.by_text("AHV/IV/EO Arbeitnehmer").sum(:amount)
+    result += bookings.by_text("ALV Arbeitnehmer").sum(:amount)
+    result += bookings.by_text("NBU Arbeitnehmer").sum(:amount)
+
+    result
+  end
+
+  def ahv_amount
+    result = amount
+    result += bookings.where(:title => "Kinderzulage").sum(:amount)
+
+    result
+  end
+
+  # Assignment proxies
+  def duration_from=(value)
+    write_attribute(:duration_from, value)
+
+    value_as_date = self.duration_from
+    # Calculate value and due dates
+    date = Date.new(value_as_date.year, value_as_date.month, 1).in(1.month).ago(1.day)
+    self.value_date ||= date
+    self.due_date   ||= date
+  end
+
+  # Filter/Search
+  # =============
+  scope :by_value_period, lambda {|from, to| where("date(value_date) BETWEEN ? AND ?", from, to) }
+  scope :by_employee_id, lambda {|value| where(:company_id => value)}
+
+  # Bookings
+  # ========
+  def self.direct_account
+    Account.find_by_code("5000")
+  end
+
+  # Build booking
+  #
+  # We need to ensure the order of creation as we depent on current balance.
+  def build_booking(params = {}, template_code = nil)
+    # Build and assign booking
+    super(params, 'salary:employee:ahv_iv_eo').save
+    super(params, 'salary:employer:ahv_iv_eo').save
+    super(params, 'salary:employee:alv').save
+    super(params, 'salary:employer:alv').save
+    super(params, 'salary:employee:nbu').save
+    super(params, 'salary:employer:nbu').save
+    super(params, 'salary:employer:bu').save
+    super(params, 'salary:employer:fak').save
+    super(params, 'salary:employer:vkb').save
+
+    super(params, 'salary:employee:ktg').save
+    super(params.merge(:person_id => employee.id), "salary:bvg").save
+
+    super(params, 'salary:invoice').save
+
+    super(params.merge(:person_id => employee.id), "salary:kz").save
+    super(params.merge(:person_id => employee.id), "salary:social:kz").save
+  end
+end

data/app/models/tenant.rb

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+class Tenant < ActiveRecord::Base
+  # Associations
+  belongs_to :company, :foreign_key => :person_id
+  accepts_nested_attributes_for :company
+  has_many :users
+
+  # Validations
+  validates_presence_of :company
+  validates_date :incorporated_on
+
+  # String
+  def to_s
+    company.to_s
+  end
+
+  # Fiscal Years
+  # ============
+  validates_date :fiscal_year_ends_on
+
+  def fiscal_period(year)
+    final_day_of_fiscal_year = Date.new(year, fiscal_year_ends_on.month, fiscal_year_ends_on.day)
+    first_day_of_fiscal_year = final_day_of_fiscal_year.ago(1.year).in(1.day)
+
+    return :from => first_day_of_fiscal_year.to_date, :to => final_day_of_fiscal_year.to_date
+  end
+
+  def fiscal_years
+    first_year = fiscal_year_ends_on.year
+    final_year = Date.today.year + 1
+
+    years = {}
+    (first_year..final_year).map{|year|
+      years[year] = fiscal_period(year)
+    }
+
+    return years
+  end
+
+  # Attachments
+  # ===========
+  has_many :attachments, :as => :object
+  accepts_nested_attributes_for :attachments, :reject_if => proc { |attributes| attributes['file'].blank? }
+end

data/app/models/user.rb

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+class User < ActiveRecord::Base
+  # Include default devise modules. Others available are:
+  # :token_authenticatable, :confirmable, :lockable and :timeoutable
+  devise :database_authenticatable, :recoverable, :rememberable, :trackable, :validatable
+
+  # Setup accessible (or protected) attributes for your model
+  attr_accessible :email, :password, :password_confirmation, :remember_me
+
+  # Tenancy
+  belongs_to :tenant
+
+  # Authorization roles
+  has_and_belongs_to_many :roles, :autosave => true
+  scope :by_role, lambda{|role| include(:roles).where(:name => role)}
+  attr_accessible :role_texts
+
+  def role?(role)
+    !!self.roles.find_by_name(role.to_s)
+  end
+
+  def role_texts
+    roles.map{|role| role.name}
+  end
+
+  def role_texts=(role_names)
+    self.roles = Role.where(:name => role_names)
+  end
+
+  # Associations
+  belongs_to :person
+  validates_presence_of :person
+  accepts_nested_attributes_for :person
+  attr_accessible :person, :person_attributes
+
+  # Shortcuts
+  def current_company
+    person.try(:employers).try(:first)
+  end
+
+  # Helpers
+  def to_s
+    person.try(:to_s) || ""
+  end
+end

data/app/models/vat_rate.rb

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+class VatRate < ChargeRate
+  scope :full, where(:code => 'full')
+  scope :reduced, where(:code => 'reduced')
+  scope :special, where(:code => 'special')
+  scope :excluded, where(:code => 'excluded')
+
+  # String
+  def to_s
+    "%.1f%% (%s)" % [rate, I18n::translate(code, :scope => 'vat_rates.code')]
+  end
+end

data/app/uploaders/attachment_uploader.rb

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+# encoding: utf-8
+
+class AttachmentUploader < CarrierWave::Uploader::Base
+  # Choose what kind of storage to use for this uploader:
+  storage :file
+
+  # Override the directory where uploaded files will be stored.
+  # This is a sensible default for uploaders that are meant to be mounted:
+  def store_dir
+    "system/uploads/#{model.class.to_s.underscore}/#{mounted_as}/#{model.id}"
+  end
+end

data/app/views/account_types/_account_type.html.haml

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+%tr[account_type]
+  %td= account_type.name
+  %td= account_type.title
+  %td.action-links
+    = list_link_for(:edit, account_type)
+    = list_link_for(:delete, account_type)

data/app/views/account_types/_form.html.haml

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+= semantic_form_for @account_type do |f|
+  = f.semantic_errors
+  = f.inputs do
+    = f.input :name
+    = f.input :title
+  = f.buttons do
+    = f.commit_button

data/app/views/account_types/_list.html.haml

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+%table.list#account_types_list
+  %tr
+    %th= t_attr :name
+    %th= t_attr :title
+    %th.action-links
+
+  = render @account_types

data/app/views/account_types/index.html.haml

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+= contextual_links
+
+%h2= t_title
+
+= paginated_section @account_types do
+  = render 'list'

data/app/views/account_types/show.html.haml

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+= contextual_links
+
+%h2= t_title
+
+= @account_type.name
+= @account_type.title

data/app/views/accounts/_account.html.haml

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+%tr[account]
+  %td= account.code
+  %td= link_to account.title, account_path(account, :by_value_period => params[:by_value_period])
+  - if @date
+    %td{:style => "text-align: right"}= currency_fmt(account.saldo(@date))
+  - elsif params[:by_value_period]
+    %td{:style => "text-align: right"}= currency_fmt(account.saldo(params[:by_value_period][:from]..params[:by_value_period][:to]))
+  - else
+    %td{:style => "text-align: right"}= currency_fmt(account.saldo)
+  %td.action-links
+    = list_link_for(:edit, account)
+    = list_link_for(:delete, account)

data/app/views/accounts/_booking_item.html.haml

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+%tr[@booking]
+  %td= @booking.value_date
+  %td
+    = link_to @booking.title, @booking, {'data-href-container' => 'tr'}
+    - if @booking.comments.present?
+      %hr{:style => "height: 1px; margin: 0"}/
+      %i= @booking.comments
+  %td= link_to @booking.reference.to_s(:reference), @booking.reference unless @booking.reference.nil?
+  %td.currency= (@booking.credit_account == @account) ? currency_fmt(@booking.amount) : content_tag('i', link_to(@booking.credit_account.code, account_path(@booking.credit_account), :title => @booking.credit_account.title))
+  %td.currency= (@booking.debit_account == @account) ? currency_fmt(@booking.amount) : content_tag('i', link_to(@booking.debit_account.code, account_path(@booking.debit_account), :title => @booking.debit_account.title))
+  %td.currency= currency_fmt(@saldo)
+  %td.action-links
+    = list_link_for(:edit, [@account, @booking])
+    = list_link_for(:delete, [@account, @booking])
+    = list_link_for(:copy, @booking)

data/app/views/accounts/_booking_list.html.haml

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+- url_params = {:controller => 'accounts', :action => 'show', :id => params[:account_id] || params[:id]}
+
+= render 'search_form'
+
+= paginated_section @bookings, :params => url_params.merge(:query => params[:query]) do
+  %table#booking_list.list.booking_list
+    = render 'accounts/booking_list_header'
+    - @saldo = @account.saldo(@bookings.first, false)
+
+    = render 'accounts/carry_booking' unless @saldo == 0
+
+    - for @booking in @bookings
+      - amount = @booking.amount
+      - amount = -(amount) if @account.is_liability_account?
+      - @saldo -= amount if @booking.debit_account == @account
+      - @saldo += amount if @booking.credit_account == @account
+      = render 'accounts/booking_item'
+
+    = render 'accounts/booking_list_footer' unless @bookings.empty?

data/app/views/accounts/_booking_list_footer.html.haml

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+= render 'accounts/booking_list_turnover'
+= render 'accounts/booking_list_saldo'

data/app/views/accounts/_booking_list_header.html.haml

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+%tr
+  %th= t_attr :date, Booking
+  %th= t_attr :text, Booking
+  %th= t_attr :reference, Booking
+  %th.currency= t_attr :credit_account, Booking
+  %th.currency= t_attr :debit_account, Booking
+  %th.currency= t_attr :balance, Booking
+  %th.action-links.count-3

data/app/views/accounts/_booking_list_paginate.html.haml

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+%tr
+  - ## TODO: See http://groups.google.com/group/will_paginate/browse_thread/thread/5d702999d78e47e5
+  - url_params = {:controller => 'accounts', :action => 'show', :id => params[:account_id] || params[:id]}
+  %th{:colspan => "6", :style => "text-align: right"}= will_paginate @bookings, :params => url_params.merge(:query => params[:query])
+  %th

data/app/views/accounts/_booking_list_saldo.html.haml

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+%tr#booking_list_saldo{:style => "border-top: double 2px black; background-color: grey"}
+  %td{:colspan => "2"}
+    Kontostand (per #{@bookings.last.value_date})
+  %td
+  %td
+  %td
+  %td{:style => "text-align: right"}= currency_fmt(@account.saldo(@bookings.last))
+  %td

data/app/views/accounts/_booking_list_turnover.html.haml

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+- credit_turnover, debit_turnover = @account.turnover(@bookings)
+%tr#booking_list_turnover{:style => "border-top: double 2px black; background-color: grey"}
+  %td{:colspan => "2"}
+    Umsatz (#{h @bookings.first.value_date} bis #{h @bookings.last.value_date})
+  %td
+  %td{:style => "text-align: right"}= currency_fmt(credit_turnover)
+  %td{:style => "text-align: right"}= currency_fmt(debit_turnover)
+  %td
+  %td