fin_it 0.1.0 → 0.1.2

checksums.yaml

@@ -1,7 +1,7 @@
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data/CHANGELOG.md

@@ -1,5 +1,15 @@
 # Changelog
 
+## [0.1.2] - 2026-03-07
+
+- Automated patch release from PR #5: chore: retrigger publish after bundler fix (https://github.com/growth-constant/fin_it/pull/5)
+
+
+## [0.1.1] - 2026-03-07
+
+- Automated patch release from PR #3: docs: trigger publish workflow (https://github.com/growth-constant/fin_it/pull/3)
+
+
 ## [0.1.0] - 2026-03-07
 
 - Public rebrand to `fin_it`.
@@ -7,3 +17,5 @@
 - Private/sensitive scripts removed and replaced with fictional demos.
 - Added GitHub Actions for PR validation and guarded publish-on-master.
 - Added public-facing documentation set and project branding assets.
+
+Release trigger note: patch release automation validation.

data/CONTRIBUTING.md

@@ -18,3 +18,11 @@ bundle exec rake test
 - Add or update tests for behavior changes.
 - Ensure CI is green.
 - Avoid committing private or customer data.
+- Set exactly one release label on the PR: `release:patch`, `release:minor`, or `release:major`.
+
+## Release automation
+
+- On merge to `main`, the release workflow reads the PR release label.
+- It bumps `lib/fin_it/version.rb` automatically.
+- It updates `CHANGELOG.md` automatically.
+- It runs `bundle exec rake release` to tag, push, and publish to RubyGems.

data/QUICKSTART.md

@@ -54,3 +54,6 @@ income_statement.output(FinIt::Outputs::ConsoleOutput)
 ```bash
 bundle exec rake test
 ```
+
+Trigger publish pipeline on main.
+

data/README.md

@@ -57,6 +57,66 @@ report = FinIt::Reports::IncomeStatement.new(
 report.output(FinIt::Outputs::ConsoleOutput)
 ```
 
+## Generate Excel Reports
+
+`fin_it` supports spreadsheet export through `FinIt::Outputs::ZaxcelOutput`.
+
+### Single report to `.xlsx`
+
+```ruby
+income_statement = FinIt::Reports::IncomeStatement.new(
+  model,
+  start_date: Date.new(2026, 1, 1),
+  end_date: Date.new(2026, 12, 31),
+  output_currency: "USD"
+)
+
+income_statement.output(
+  FinIt::Outputs::ZaxcelOutput,
+  filename: "income_statement_2026.xlsx"
+)
+```
+
+### Monthly comparison report in Excel
+
+```ruby
+monthly = income_statement.period_summary(period_type: :monthly)
+
+income_statement.output(
+  FinIt::Outputs::ZaxcelOutput,
+  periods: monthly,
+  filename: "income_statement_monthly_2026.xlsx"
+)
+```
+
+### Multi-sheet workbook (Income + Balance Sheet)
+
+```ruby
+model.generate_transactions(Date.new(2026, 12, 31))
+
+balance_sheet = FinIt::Reports::BalanceSheet.new(
+  model,
+  start_date: Date.new(2026, 1, 1),
+  end_date: Date.new(2026, 12, 31),
+  output_currency: "USD"
+)
+
+FinIt::Outputs::ZaxcelOutput.new(income_statement, {
+  reports: [
+    { report: income_statement, sheet_name: "Income 2026", periods: monthly },
+    { report: balance_sheet, sheet_name: "Balance 2026" }
+  ],
+  filename: "financial_package_2026.xlsx"
+}).generate
+```
+
+## Run Demo Examples
+
+```bash
+ruby test/scripts/generate_demo_reports.rb
+ruby test/scripts/startup_saas_demo.rb
+```
+
 ## Documentation
 
 - [QUICKSTART.md](QUICKSTART.md)
@@ -72,3 +132,4 @@ This project was rebranded from the previous internal package naming. Public API
 ## License
 
 MIT. See [LICENSE](LICENSE).
+

data/lib/fin_it/version.rb

@@ -1,6 +1,6 @@
 # frozen_string_literal: true
 
 module FinIt
-  VERSION = "0.1.0"
+  VERSION = "0.1.2"
 end
 

data/lib/fin_it.rb

@@ -7,7 +7,6 @@ require "bigdecimal"
 Money.rounding_mode = BigDecimal::ROUND_HALF_UP
 
 require "fin_it/version"
-require "fin_it/engine"
 require "fin_it/account"
 require "fin_it/temporal_value"
 require "fin_it/calculator"

metadata

@@ -1,29 +1,15 @@
 --- !ruby/object:Gem::Specification
 name: fin_it
 version: !ruby/object:Gem::Version
-  version: 0.1.0
+  version: 0.1.2
 platform: ruby
 authors:
 - Buildit
-autorequire: 
+autorequire:
 bindir: bin
 cert_chain: []
 date: 2026-03-07 00:00:00.000000000 Z
 dependencies:
-- !ruby/object:Gem::Dependency
-  name: rails
-  requirement: !ruby/object:Gem::Requirement
-    requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: '8.0'
-  type: :runtime
-  prerelease: false
-  version_requirements: !ruby/object:Gem::Requirement
-    requirements:
-    - - ">="
-      - !ruby/object:Gem::Version
-        version: '8.0'
 - !ruby/object:Gem::Dependency
   name: dentaku
   requirement: !ruby/object:Gem::Requirement
@@ -52,20 +38,6 @@ dependencies:
     - - "~>"
       - !ruby/object:Gem::Version
         version: '6.16'
-- !ruby/object:Gem::Dependency
-  name: money-rails
-  requirement: !ruby/object:Gem::Requirement
-    requirements:
-    - - "~>"
-      - !ruby/object:Gem::Version
-        version: '1.15'
-  type: :runtime
-  prerelease: false
-  version_requirements: !ruby/object:Gem::Requirement
-    requirements:
-    - - "~>"
-      - !ruby/object:Gem::Version
-        version: '1.15'
 - !ruby/object:Gem::Dependency
   name: ancestry
   requirement: !ruby/object:Gem::Requirement
@@ -136,6 +108,20 @@ dependencies:
     - - "~>"
       - !ruby/object:Gem::Version
         version: '5.0'
+- !ruby/object:Gem::Dependency
+  name: rake
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '13.0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '13.0'
 - !ruby/object:Gem::Dependency
   name: sqlite3
   requirement: !ruby/object:Gem::Requirement
@@ -184,7 +170,6 @@ files:
 - lib/fin_it/dsl/plan_builder.rb
 - lib/fin_it/dsl/project_inheritance_resolver.rb
 - lib/fin_it/dsl/variable_builder.rb
-- lib/fin_it/engine.rb
 - lib/fin_it/financial_model.rb
 - lib/fin_it/financial_model/account_balances.rb
 - lib/fin_it/financial_model/account_hierarchy.rb
@@ -242,7 +227,7 @@ licenses:
 metadata:
   homepage_uri: https://github.com/growth-constant/financials
   source_code_uri: https://github.com/growth-constant/financials
-post_install_message: 
+post_install_message:
 rdoc_options: []
 require_paths:
 - lib
@@ -257,8 +242,8 @@ required_rubygems_version: !ruby/object:Gem::Requirement
     - !ruby/object:Gem::Version
       version: '0'
 requirements: []
-rubygems_version: 3.0.3.1
-signing_key: 
+rubygems_version: 3.4.19
+signing_key:
 specification_version: 4
 summary: Financial modeling and reporting gem
 test_files: []

data/lib/fin_it/engine.rb

@@ -1,15 +0,0 @@
-# frozen_string_literal: true
-
-require "rails"
-
-module FinIt
-  class Engine < ::Rails::Engine
-    isolate_namespace FinIt
-
-    config.generators do |g|
-      g.test_framework :minitest
-      g.fixture_replacement :factory_bot
-    end
-  end
-end
-