bookyt_stock 0.2.0

data/app/controllers/stocks_controller.rb

@@ -0,0 +1,56 @@
+class StocksController < AuthorizedController
+  # States
+  has_scope :by_state, :default => 'available', :only => :index
+  has_scope :by_text
+
+  # Actions
+  def new
+
+    # Defaults
+    stock_params = {
+      :state  => 'available'
+    }
+
+    # Load and assign parent invoice
+    if params[:invoice_id]
+      invoice = Invoice.find(params[:invoice_id])
+      stock_params.merge!(
+        :title  => invoice.title,
+        :amount => invoice.amount
+      )
+    end
+
+    # Paramameters
+    stock_params.merge!(params[:stock] || {})
+
+    @stock = Stock.new(stock_params)
+  end
+
+  def create
+    @stock = Stock.new(params[:stock])
+    @stock.build_booking
+
+    create!
+  end
+
+  def write_downs
+    # use current date if not specified otherwise
+    params[:profit] ||= {}
+
+    # use current date if not specified otherwise
+    if params[:by_value_period]
+      @end_date = Date.parse(params[:by_value_period][:to])
+      @start_date = Date.parse(params[:by_value_period][:from])
+    else
+      @end_date = Date.today
+      @start_date = @end_date.to_time.advance(:years => -1, :days => 1).to_date
+    end
+
+    @date = @start_date..@end_date
+
+    @stocks = Stock.all
+    @stocks = @stocks.select{|stock|
+      stock.balance(@start_date) != 0.0 or stock.balance(@end_date) != 0.0
+    }
+  end
+end

data/app/helpers/stock_helper.rb

@@ -0,0 +1,15 @@
+module StockHelper
+  # Translate stock state
+  def t_stock_state(state)
+    t(state, :scope => 'stock.state')
+  end
+
+  # Provide translated stock states for select fields
+  def stock_states_as_collection
+    states = Stock::STATES
+    states.inject({}) do |result, state|
+      result[t_stock_state(state)] = state
+      result
+    end
+  end
+end

data/app/models/stock.rb

@@ -0,0 +1,92 @@
+class Stock < ActiveRecord::Base
+  # Invoices
+  belongs_to :purchase_invoice, :class_name => 'Invoice'
+  belongs_to :selling_invoice, :class_name => 'Invoice'
+
+  # Validations
+  validates_presence_of :title, :amount, :state
+
+  # String
+  def to_s(format = :default)
+    title
+  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
+
+    includes(:purchase_invoice, :selling_invoice).where("stocks.title LIKE :text OR stocks.remarks LIKE :text OR stocks.amount = :amount OR date(invoices.value_date) = :date", :text => text, :amount => amount, :date => date)
+  }
+
+  # States
+  # ======
+  STATES = ['available', 'amortized', 'sold', 'removed']
+  scope :by_state, lambda {|value|
+    where(:state => value) unless value == 'all'
+  }
+
+  # Period
+  # ======
+  scope :active_at, lambda {|value| bookings.balance(value) == 0}
+
+  # Bookings
+  # ========
+  include HasAccounts::Model
+
+  # Guess direct_account
+  #
+  # We simply take the first booking and exclude accounts with codes
+  # 1100 and 2000 (credit and debit invoices) as candidates.
+  def direct_account
+    # We don't care if no bookings
+    return nil if bookings.empty?
+
+    # Take any booking
+    booking = bookings.first
+    involved_accounts = [booking.credit_account, booking.debit_account]
+
+    relevant_account = involved_accounts - [Account.find_by_code("1100"), Account.find_by_code("2000")]
+
+    return relevant_account.first
+  end
+
+  # Build booking
+  #
+  # We use the value_date of the purchase invoice but our own amount.
+  def build_booking(params = {}, template_code = nil)
+    template_code = self.class.to_s.underscore + ':activate'
+
+    # Prepare booking parameters
+    booking_params = {:amount => amount}
+    if purchase_invoice
+      booking_params[:value_date] = purchase_invoice.value_date
+    else
+      booking_params[:value_date] = Date.today
+    end
+    booking_params.merge!(params)
+
+    # Build and assign booking
+    super(booking_params, template_code)
+  end
+
+  # Calculations
+  def write_downs(value_date)
+    bookings.direct_balance(value_date, Account.find_by_code('6900'))
+  end
+
+  def amount_changes(value_date)
+    -(balance(value_date.first) - balance(value_date.last) - write_downs(value_date))
+  end
+end

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

@@ -0,0 +1,14 @@
+= semantic_form_for resource do |f|
+  = f.semantic_errors
+  = f.inputs do
+    = f.input :state, :collection => stock_states_as_collection
+    = f.input :title, :input_html => {'data-autofocus' => true}
+    = f.input :amount
+    = f.input :remarks, :input_html => {:rows => 4}
+
+  = f.inputs t('title.invoices') do
+    = f.input :purchase_invoice, :input_html => {:class => 'combobox'}
+    = f.input :selling_invoice, :input_html => {:class => 'combobox'}
+
+  = f.buttons do
+    = f.commit_button

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

@@ -0,0 +1,11 @@
+%table.list#stocks_list
+  %tr
+    %th= t_attr :title, Stock
+    %th= t_attr :purchase_invoice, Stock
+    %th= t_attr :direct_account, Stock
+    %th= t_attr :state, Stock
+    %th.currency= t_attr :amount, Stock
+    %th.currency= t_attr :balance, Stock
+    %th.action-links
+
+  = render @stocks

data/app/views/stocks/_sidebar.html.haml

@@ -0,0 +1,7 @@
+- content_for :sidebar do
+  .sub-tabs
+    %h3 Filter
+    %ul
+      %li= link_to t('bookyt.all'), url_for(params.merge(:by_state => 'all'))
+      - for state in Stock::STATES
+        %li= link_to t(state, :scope => 'stock.state'), url_for(params.merge(:by_state => state))

data/app/views/stocks/_stock.html.haml

@@ -0,0 +1,10 @@
+%tr[stock]
+  %td= link_to stock.title, stock, {'data-href-container' => 'tr'}
+  %td= link_to stock.purchase_invoice, stock.purchase_invoice if stock.purchase_invoice
+  %td= link_to stock.direct_account, stock.direct_account
+  %td= t_stock_state(stock.state)
+  %td.currency= currency_fmt(stock.amount)
+  %td.currency= currency_fmt(stock.balance)
+  %td.action-links
+    = list_link_for(:edit, stock)
+    = list_link_for(:delete, stock)

data/app/views/stocks/edit.html.haml

@@ -0,0 +1,5 @@
+= contextual_links
+
+%h2= t_title
+
+= render 'form'

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

@@ -0,0 +1,9 @@
+= contextual_links
+
+%h1= t_title
+= render 'search_form'
+
+= paginated_section collection do
+  = render 'list'
+
+= render 'sidebar'

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

@@ -0,0 +1,35 @@
+.contextual
+  = icon_link_to :pdf, :format => :pdf
+  = contextual_links_for
+
+%h1= resource.title
+.box
+  %table{:style => "width: 100%"}
+    %tr
+      %th= t_attr(:title)
+      %td= resource.title
+      %th= t_attr(:amount)
+      %td.currency= currency_fmt(resource.amount)
+    %tr
+      %th= t_attr(:direct_account)
+      %td= link_to resource.direct_account, resource.direct_account
+      %th= t_attr(:state)
+      %td.state= t_stock_state(resource.state)
+    %tr
+      %th= t_attr(:purchase_invoice)
+      %td= link_to resource.purchase_invoice, resource.purchase_invoice if resource.purchase_invoice
+      %th= t_attr(:selling_invoice)
+      %td= link_to resource.selling_invoice, resource.selling_invoice if resource.selling_invoice
+    %tr
+      %th= t_attr(:remarks)
+    %tr
+      %td{:style => 'white-space: pre-line; padding-left: 2em', :colspan => 4}<= resource.remarks
+
+.contextual
+  = form_tag new_direct_booking_path(:direct_booking => {:reference_id => resource.id, :reference_type => resource_class.base_class}), :method => :get, :remote => true do
+    = collection_select :direct_booking, :booking_template_id, BookingTemplate.by_type(resource_class.name.underscore), :id, :title
+    = submit_tag t_action('new')
+
+%h3= t('title.bookings')
+#stock_booking_list
+  = render 'direct_bookings/list', :reference => resource

data/app/views/stocks/write_downs.html.haml

@@ -0,0 +1,20 @@
+= contextual_links
+
+%h1= t_title
+
+%table.list#stocks_write_downs_list
+  %tr
+    %th= t_attr :title, Stock
+    %th.currency= t_attr :balance_begin, Stock
+    %th.currency= t_attr :change, Stock
+    %th.currency= t_attr :write_downs, Stock
+    %th.currency= t_attr :balance_end, Stock
+  - for stock in @stocks
+    %tr[stock]
+      %td= link_to stock.title, stock, {'data-href-container' => 'tr'}
+      %td.currency= currency_fmt(stock.balance(@start_date))
+      %td.currency= currency_fmt(stock.amount_changes(@date))
+      %td.currency= currency_fmt(stock.write_downs(@date))
+      %td.currency= currency_fmt(stock.balance(@end_date))
+
+= render 'bookings/sidebar'

data/config/locales/de.yml

@@ -0,0 +1,30 @@
+de:
+  activerecord:
+    models:
+      stock: Bestand
+
+    attributes:
+      stock:
+        invoice_id:       Rechnungs Nr.
+        purchase_invoice: Kaufbeleg
+        selling_invoice:  Verkaufsbeleg
+        amount:           Anschaffungswert
+        balance:          Buchwert
+        balance_begin:    Buchwert Anfang
+        balance_end:      Buchwert Ende
+        write_downs:      Abschreibungen
+        change:           Zu-/Abgänge
+        remarks:          Bemerkungen
+        title:            Titel
+        state:            Status
+        direct_account:   Konto
+
+  stock:
+    state:
+      available: vorhanden
+      amortized: amortisiert
+      sold:      verkauft
+      removed:   entsorgt
+
+  title:
+    stocks:      Posten

data/config/routes.rb

@@ -0,0 +1,12 @@
+Rails.application.routes.draw do
+  # Assets
+  resources :stocks do
+    collection do
+      get :write_downs
+    end
+  end
+
+  resources :invoices do
+    resources :stocks
+  end
+end

data/lib/bookyt_stock/navigation.rb

@@ -0,0 +1,12 @@
+module BookytStock
+  module Navigation
+    def setup_bookyt_stock(navigation)
+      navigation.item :stocks, t_title(:index, Stock), stocks_path,
+                   :if => Proc.new { user_signed_in? } do |stocks|
+        stocks.item :stocks, t_title(:index, Stock), stocks_path, :highlights_on => /\/stocks($|\/[0-9]*($|\/.*))/
+        stocks.item :new_stock, t_title(:new, Stock), new_stock_path
+        stocks.item :write_downs, t_title(:write_downs, Stock), write_downs_stocks_path, :highlights_on => /\/stocks\/write_downs($|\?)/
+      end
+    end
+  end
+end

data/lib/bookyt_stock/railtie.rb

@@ -0,0 +1,10 @@
+require 'bookyt_stock'
+require 'rails'
+
+module BookytStock
+  class Railtie < Rails::Engine
+    initializer :after_initialize do |app|
+      app.config.bookyt.engines << 'bookyt_stock'
+    end
+  end
+end

data/lib/bookyt_stock/version.rb

@@ -0,0 +1,3 @@
+module BookytStock
+  VERSION = '0.2.0'
+end

data/lib/bookyt_stock.rb

@@ -0,0 +1,3 @@
+require 'bookyt_stock/railtie' if defined?(::Rails::Railtie)
+
+require 'bookyt_stock/navigation'

metadata

@@ -0,0 +1,84 @@
+--- !ruby/object:Gem::Specification 
+name: bookyt_stock
+version: !ruby/object:Gem::Version 
+  hash: 23
+  prerelease: 
+  segments: 
+  - 0
+  - 2
+  - 0
+  version: 0.2.0
+platform: ruby
+authors: 
+- "Simon H\xC3\xBCrlimann (CyT)"
+autorequire: 
+bindir: bin
+cert_chain: []
+
+date: 2011-08-03 00:00:00 +02:00
+default_executable: 
+dependencies: []
+
+description: This plugin extends bookyt with asset/stock functionality.
+email: simon.huerlimann@cyt.ch
+executables: []
+
+extensions: []
+
+extra_rdoc_files: []
+
+files: 
+- app/assets/stylesheets/bookyt_stock.sass
+- app/controllers/stocks_controller.rb
+- app/helpers/stock_helper.rb
+- app/models/stock.rb
+- app/views/stocks/_form.html.haml
+- app/views/stocks/_list.html.haml
+- app/views/stocks/_sidebar.html.haml
+- app/views/stocks/_stock.html.haml
+- app/views/stocks/edit.html.haml
+- app/views/stocks/index.html.haml
+- app/views/stocks/show.html.haml
+- app/views/stocks/write_downs.html.haml
+- config/locales/de.yml
+- config/routes.rb
+- lib/bookyt_stock.rb
+- lib/bookyt_stock/navigation.rb
+- lib/bookyt_stock/railtie.rb
+- lib/bookyt_stock/version.rb
+has_rdoc: true
+homepage: https://github.com/huerlisi/bookyt_stock
+licenses: []
+
+post_install_message: 
+rdoc_options: []
+
+require_paths: 
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement 
+  none: false
+  requirements: 
+  - - ">="
+    - !ruby/object:Gem::Version 
+      hash: 3
+      segments: 
+      - 0
+      version: "0"
+required_rubygems_version: !ruby/object:Gem::Requirement 
+  none: false
+  requirements: 
+  - - ">="
+    - !ruby/object:Gem::Version 
+      hash: 3
+      segments: 
+      - 0
+      version: "0"
+requirements: []
+
+rubyforge_project: 
+rubygems_version: 1.5.2
+signing_key: 
+specification_version: 3
+summary: Stock plugin for bookyt
+test_files: []
+