fin_it 0.1.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +7 -0
- data/ARCHITECTURE.md +24 -0
- data/CHANGELOG.md +9 -0
- data/CONTRIBUTING.md +20 -0
- data/LICENSE +21 -0
- data/QUICKSTART.md +56 -0
- data/README.md +74 -0
- data/Rakefile +23 -0
- data/SECURITY.md +14 -0
- data/assets/fin_it_logo.png +0 -0
- data/lib/fin_it/account.rb +120 -0
- data/lib/fin_it/calculator/currency_conversion.rb +27 -0
- data/lib/fin_it/calculator/date_helpers.rb +53 -0
- data/lib/fin_it/calculator/variable_hashing.rb +120 -0
- data/lib/fin_it/calculator.rb +480 -0
- data/lib/fin_it/categories/category.rb +137 -0
- data/lib/fin_it/complex_model.rb +169 -0
- data/lib/fin_it/dsl/account_builder.rb +35 -0
- data/lib/fin_it/dsl/calculated_builder.rb +87 -0
- data/lib/fin_it/dsl/config_builder.rb +58 -0
- data/lib/fin_it/dsl/model_builder.rb +938 -0
- data/lib/fin_it/dsl/model_template_builder.rb +29 -0
- data/lib/fin_it/dsl/plan_builder.rb +52 -0
- data/lib/fin_it/dsl/project_inheritance_resolver.rb +46 -0
- data/lib/fin_it/dsl/variable_builder.rb +41 -0
- data/lib/fin_it/dsl.rb +13 -0
- data/lib/fin_it/engine.rb +15 -0
- data/lib/fin_it/financial_model/account_balances.rb +99 -0
- data/lib/fin_it/financial_model/account_hierarchy.rb +158 -0
- data/lib/fin_it/financial_model/category_values.rb +179 -0
- data/lib/fin_it/financial_model/currency_helpers.rb +14 -0
- data/lib/fin_it/financial_model/date_helpers.rb +58 -0
- data/lib/fin_it/financial_model/debugging.rb +353 -0
- data/lib/fin_it/financial_model/period_flows.rb +121 -0
- data/lib/fin_it/financial_model/validation.rb +85 -0
- data/lib/fin_it/financial_model/variable_matching.rb +49 -0
- data/lib/fin_it/financial_model.rb +395 -0
- data/lib/fin_it/model_template.rb +121 -0
- data/lib/fin_it/outputs/base_output.rb +51 -0
- data/lib/fin_it/outputs/console_output.rb +1528 -0
- data/lib/fin_it/outputs/monthly_console_output.rb +145 -0
- data/lib/fin_it/outputs/zaxcel_output.rb +1264 -0
- data/lib/fin_it/payment_schedule.rb +112 -0
- data/lib/fin_it/plan.rb +159 -0
- data/lib/fin_it/reports/balance_sheet.rb +638 -0
- data/lib/fin_it/reports/base_report.rb +239 -0
- data/lib/fin_it/reports/cash_flow_statement.rb +480 -0
- data/lib/fin_it/reports/custom_sheet.rb +436 -0
- data/lib/fin_it/reports/income_statement.rb +793 -0
- data/lib/fin_it/reports/period_comparison.rb +309 -0
- data/lib/fin_it/reports/scenario_comparison.rb +296 -0
- data/lib/fin_it/temporal_value.rb +349 -0
- data/lib/fin_it/transaction_generator/account_resolver.rb +118 -0
- data/lib/fin_it/transaction_generator/cache_management.rb +39 -0
- data/lib/fin_it/transaction_generator/date_generation.rb +57 -0
- data/lib/fin_it/transaction_generator.rb +357 -0
- data/lib/fin_it/version.rb +6 -0
- data/lib/fin_it.rb +27 -0
- data/test/fin_it/calculator_test.rb +109 -0
- data/test/fin_it/complex_model_test.rb +198 -0
- data/test/fin_it/debugging_test.rb +112 -0
- data/test/fin_it/driver_variables_test.rb +109 -0
- data/test/fin_it/dsl_test.rb +581 -0
- data/test/fin_it/financial_model_test.rb +196 -0
- data/test/fin_it/frequency_test.rb +51 -0
- data/test/fin_it/outputs/console_output_test.rb +249 -0
- data/test/fin_it/plan_test.rb +281 -0
- data/test/fin_it/reports/account_balance_test.rb +232 -0
- data/test/fin_it/reports/balance_sheet_test.rb +355 -0
- data/test/fin_it/reports/cash_flow_statement_test.rb +234 -0
- data/test/fin_it/reports/custom_sheet_test.rb +246 -0
- data/test/fin_it/reports/income_statement_test.rb +431 -0
- data/test/fin_it/reports/period_comparison_test.rb +226 -0
- data/test/fin_it/reports/restaurant_model_test.rb +225 -0
- data/test/fin_it/reports/scenario_comparison_test.rb +414 -0
- data/test/scripts/generate_demo_reports.rb +47 -0
- data/test/scripts/startup_saas_demo.rb +62 -0
- data/test/test_helper.rb +25 -0
- data/test/verify_accounting_equation.rb +91 -0
- metadata +264 -0
metadata
ADDED
|
@@ -0,0 +1,264 @@
|
|
|
1
|
+
--- !ruby/object:Gem::Specification
|
|
2
|
+
name: fin_it
|
|
3
|
+
version: !ruby/object:Gem::Version
|
|
4
|
+
version: 0.1.0
|
|
5
|
+
platform: ruby
|
|
6
|
+
authors:
|
|
7
|
+
- Buildit
|
|
8
|
+
autorequire:
|
|
9
|
+
bindir: bin
|
|
10
|
+
cert_chain: []
|
|
11
|
+
date: 2026-03-07 00:00:00.000000000 Z
|
|
12
|
+
dependencies:
|
|
13
|
+
- !ruby/object:Gem::Dependency
|
|
14
|
+
name: rails
|
|
15
|
+
requirement: !ruby/object:Gem::Requirement
|
|
16
|
+
requirements:
|
|
17
|
+
- - ">="
|
|
18
|
+
- !ruby/object:Gem::Version
|
|
19
|
+
version: '8.0'
|
|
20
|
+
type: :runtime
|
|
21
|
+
prerelease: false
|
|
22
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
23
|
+
requirements:
|
|
24
|
+
- - ">="
|
|
25
|
+
- !ruby/object:Gem::Version
|
|
26
|
+
version: '8.0'
|
|
27
|
+
- !ruby/object:Gem::Dependency
|
|
28
|
+
name: dentaku
|
|
29
|
+
requirement: !ruby/object:Gem::Requirement
|
|
30
|
+
requirements:
|
|
31
|
+
- - "~>"
|
|
32
|
+
- !ruby/object:Gem::Version
|
|
33
|
+
version: '3.5'
|
|
34
|
+
type: :runtime
|
|
35
|
+
prerelease: false
|
|
36
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
37
|
+
requirements:
|
|
38
|
+
- - "~>"
|
|
39
|
+
- !ruby/object:Gem::Version
|
|
40
|
+
version: '3.5'
|
|
41
|
+
- !ruby/object:Gem::Dependency
|
|
42
|
+
name: money
|
|
43
|
+
requirement: !ruby/object:Gem::Requirement
|
|
44
|
+
requirements:
|
|
45
|
+
- - "~>"
|
|
46
|
+
- !ruby/object:Gem::Version
|
|
47
|
+
version: '6.16'
|
|
48
|
+
type: :runtime
|
|
49
|
+
prerelease: false
|
|
50
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
51
|
+
requirements:
|
|
52
|
+
- - "~>"
|
|
53
|
+
- !ruby/object:Gem::Version
|
|
54
|
+
version: '6.16'
|
|
55
|
+
- !ruby/object:Gem::Dependency
|
|
56
|
+
name: money-rails
|
|
57
|
+
requirement: !ruby/object:Gem::Requirement
|
|
58
|
+
requirements:
|
|
59
|
+
- - "~>"
|
|
60
|
+
- !ruby/object:Gem::Version
|
|
61
|
+
version: '1.15'
|
|
62
|
+
type: :runtime
|
|
63
|
+
prerelease: false
|
|
64
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
65
|
+
requirements:
|
|
66
|
+
- - "~>"
|
|
67
|
+
- !ruby/object:Gem::Version
|
|
68
|
+
version: '1.15'
|
|
69
|
+
- !ruby/object:Gem::Dependency
|
|
70
|
+
name: ancestry
|
|
71
|
+
requirement: !ruby/object:Gem::Requirement
|
|
72
|
+
requirements:
|
|
73
|
+
- - "~>"
|
|
74
|
+
- !ruby/object:Gem::Version
|
|
75
|
+
version: '4.3'
|
|
76
|
+
type: :runtime
|
|
77
|
+
prerelease: false
|
|
78
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
79
|
+
requirements:
|
|
80
|
+
- - "~>"
|
|
81
|
+
- !ruby/object:Gem::Version
|
|
82
|
+
version: '4.3'
|
|
83
|
+
- !ruby/object:Gem::Dependency
|
|
84
|
+
name: caxlsx
|
|
85
|
+
requirement: !ruby/object:Gem::Requirement
|
|
86
|
+
requirements:
|
|
87
|
+
- - "~>"
|
|
88
|
+
- !ruby/object:Gem::Version
|
|
89
|
+
version: '4.1'
|
|
90
|
+
type: :runtime
|
|
91
|
+
prerelease: false
|
|
92
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
93
|
+
requirements:
|
|
94
|
+
- - "~>"
|
|
95
|
+
- !ruby/object:Gem::Version
|
|
96
|
+
version: '4.1'
|
|
97
|
+
- !ruby/object:Gem::Dependency
|
|
98
|
+
name: zaxcel
|
|
99
|
+
requirement: !ruby/object:Gem::Requirement
|
|
100
|
+
requirements:
|
|
101
|
+
- - "~>"
|
|
102
|
+
- !ruby/object:Gem::Version
|
|
103
|
+
version: '0.1'
|
|
104
|
+
type: :runtime
|
|
105
|
+
prerelease: false
|
|
106
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
107
|
+
requirements:
|
|
108
|
+
- - "~>"
|
|
109
|
+
- !ruby/object:Gem::Version
|
|
110
|
+
version: '0.1'
|
|
111
|
+
- !ruby/object:Gem::Dependency
|
|
112
|
+
name: ice_cube
|
|
113
|
+
requirement: !ruby/object:Gem::Requirement
|
|
114
|
+
requirements:
|
|
115
|
+
- - "~>"
|
|
116
|
+
- !ruby/object:Gem::Version
|
|
117
|
+
version: '0.16'
|
|
118
|
+
type: :runtime
|
|
119
|
+
prerelease: false
|
|
120
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
121
|
+
requirements:
|
|
122
|
+
- - "~>"
|
|
123
|
+
- !ruby/object:Gem::Version
|
|
124
|
+
version: '0.16'
|
|
125
|
+
- !ruby/object:Gem::Dependency
|
|
126
|
+
name: minitest
|
|
127
|
+
requirement: !ruby/object:Gem::Requirement
|
|
128
|
+
requirements:
|
|
129
|
+
- - "~>"
|
|
130
|
+
- !ruby/object:Gem::Version
|
|
131
|
+
version: '5.0'
|
|
132
|
+
type: :development
|
|
133
|
+
prerelease: false
|
|
134
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
135
|
+
requirements:
|
|
136
|
+
- - "~>"
|
|
137
|
+
- !ruby/object:Gem::Version
|
|
138
|
+
version: '5.0'
|
|
139
|
+
- !ruby/object:Gem::Dependency
|
|
140
|
+
name: sqlite3
|
|
141
|
+
requirement: !ruby/object:Gem::Requirement
|
|
142
|
+
requirements:
|
|
143
|
+
- - "~>"
|
|
144
|
+
- !ruby/object:Gem::Version
|
|
145
|
+
version: '1.4'
|
|
146
|
+
type: :development
|
|
147
|
+
prerelease: false
|
|
148
|
+
version_requirements: !ruby/object:Gem::Requirement
|
|
149
|
+
requirements:
|
|
150
|
+
- - "~>"
|
|
151
|
+
- !ruby/object:Gem::Version
|
|
152
|
+
version: '1.4'
|
|
153
|
+
description: A flexible financial modeling gem with formula-based calculations, temporal
|
|
154
|
+
support, and multi-format reporting
|
|
155
|
+
email:
|
|
156
|
+
- oss@growth-constant.com
|
|
157
|
+
executables: []
|
|
158
|
+
extensions: []
|
|
159
|
+
extra_rdoc_files: []
|
|
160
|
+
files:
|
|
161
|
+
- ARCHITECTURE.md
|
|
162
|
+
- CHANGELOG.md
|
|
163
|
+
- CONTRIBUTING.md
|
|
164
|
+
- LICENSE
|
|
165
|
+
- QUICKSTART.md
|
|
166
|
+
- README.md
|
|
167
|
+
- Rakefile
|
|
168
|
+
- SECURITY.md
|
|
169
|
+
- assets/fin_it_logo.png
|
|
170
|
+
- lib/fin_it.rb
|
|
171
|
+
- lib/fin_it/account.rb
|
|
172
|
+
- lib/fin_it/calculator.rb
|
|
173
|
+
- lib/fin_it/calculator/currency_conversion.rb
|
|
174
|
+
- lib/fin_it/calculator/date_helpers.rb
|
|
175
|
+
- lib/fin_it/calculator/variable_hashing.rb
|
|
176
|
+
- lib/fin_it/categories/category.rb
|
|
177
|
+
- lib/fin_it/complex_model.rb
|
|
178
|
+
- lib/fin_it/dsl.rb
|
|
179
|
+
- lib/fin_it/dsl/account_builder.rb
|
|
180
|
+
- lib/fin_it/dsl/calculated_builder.rb
|
|
181
|
+
- lib/fin_it/dsl/config_builder.rb
|
|
182
|
+
- lib/fin_it/dsl/model_builder.rb
|
|
183
|
+
- lib/fin_it/dsl/model_template_builder.rb
|
|
184
|
+
- lib/fin_it/dsl/plan_builder.rb
|
|
185
|
+
- lib/fin_it/dsl/project_inheritance_resolver.rb
|
|
186
|
+
- lib/fin_it/dsl/variable_builder.rb
|
|
187
|
+
- lib/fin_it/engine.rb
|
|
188
|
+
- lib/fin_it/financial_model.rb
|
|
189
|
+
- lib/fin_it/financial_model/account_balances.rb
|
|
190
|
+
- lib/fin_it/financial_model/account_hierarchy.rb
|
|
191
|
+
- lib/fin_it/financial_model/category_values.rb
|
|
192
|
+
- lib/fin_it/financial_model/currency_helpers.rb
|
|
193
|
+
- lib/fin_it/financial_model/date_helpers.rb
|
|
194
|
+
- lib/fin_it/financial_model/debugging.rb
|
|
195
|
+
- lib/fin_it/financial_model/period_flows.rb
|
|
196
|
+
- lib/fin_it/financial_model/validation.rb
|
|
197
|
+
- lib/fin_it/financial_model/variable_matching.rb
|
|
198
|
+
- lib/fin_it/model_template.rb
|
|
199
|
+
- lib/fin_it/outputs/base_output.rb
|
|
200
|
+
- lib/fin_it/outputs/console_output.rb
|
|
201
|
+
- lib/fin_it/outputs/monthly_console_output.rb
|
|
202
|
+
- lib/fin_it/outputs/zaxcel_output.rb
|
|
203
|
+
- lib/fin_it/payment_schedule.rb
|
|
204
|
+
- lib/fin_it/plan.rb
|
|
205
|
+
- lib/fin_it/reports/balance_sheet.rb
|
|
206
|
+
- lib/fin_it/reports/base_report.rb
|
|
207
|
+
- lib/fin_it/reports/cash_flow_statement.rb
|
|
208
|
+
- lib/fin_it/reports/custom_sheet.rb
|
|
209
|
+
- lib/fin_it/reports/income_statement.rb
|
|
210
|
+
- lib/fin_it/reports/period_comparison.rb
|
|
211
|
+
- lib/fin_it/reports/scenario_comparison.rb
|
|
212
|
+
- lib/fin_it/temporal_value.rb
|
|
213
|
+
- lib/fin_it/transaction_generator.rb
|
|
214
|
+
- lib/fin_it/transaction_generator/account_resolver.rb
|
|
215
|
+
- lib/fin_it/transaction_generator/cache_management.rb
|
|
216
|
+
- lib/fin_it/transaction_generator/date_generation.rb
|
|
217
|
+
- lib/fin_it/version.rb
|
|
218
|
+
- test/fin_it/calculator_test.rb
|
|
219
|
+
- test/fin_it/complex_model_test.rb
|
|
220
|
+
- test/fin_it/debugging_test.rb
|
|
221
|
+
- test/fin_it/driver_variables_test.rb
|
|
222
|
+
- test/fin_it/dsl_test.rb
|
|
223
|
+
- test/fin_it/financial_model_test.rb
|
|
224
|
+
- test/fin_it/frequency_test.rb
|
|
225
|
+
- test/fin_it/outputs/console_output_test.rb
|
|
226
|
+
- test/fin_it/plan_test.rb
|
|
227
|
+
- test/fin_it/reports/account_balance_test.rb
|
|
228
|
+
- test/fin_it/reports/balance_sheet_test.rb
|
|
229
|
+
- test/fin_it/reports/cash_flow_statement_test.rb
|
|
230
|
+
- test/fin_it/reports/custom_sheet_test.rb
|
|
231
|
+
- test/fin_it/reports/income_statement_test.rb
|
|
232
|
+
- test/fin_it/reports/period_comparison_test.rb
|
|
233
|
+
- test/fin_it/reports/restaurant_model_test.rb
|
|
234
|
+
- test/fin_it/reports/scenario_comparison_test.rb
|
|
235
|
+
- test/scripts/generate_demo_reports.rb
|
|
236
|
+
- test/scripts/startup_saas_demo.rb
|
|
237
|
+
- test/test_helper.rb
|
|
238
|
+
- test/verify_accounting_equation.rb
|
|
239
|
+
homepage: https://github.com/growth-constant/financials
|
|
240
|
+
licenses:
|
|
241
|
+
- MIT
|
|
242
|
+
metadata:
|
|
243
|
+
homepage_uri: https://github.com/growth-constant/financials
|
|
244
|
+
source_code_uri: https://github.com/growth-constant/financials
|
|
245
|
+
post_install_message:
|
|
246
|
+
rdoc_options: []
|
|
247
|
+
require_paths:
|
|
248
|
+
- lib
|
|
249
|
+
required_ruby_version: !ruby/object:Gem::Requirement
|
|
250
|
+
requirements:
|
|
251
|
+
- - ">="
|
|
252
|
+
- !ruby/object:Gem::Version
|
|
253
|
+
version: 3.2.0
|
|
254
|
+
required_rubygems_version: !ruby/object:Gem::Requirement
|
|
255
|
+
requirements:
|
|
256
|
+
- - ">="
|
|
257
|
+
- !ruby/object:Gem::Version
|
|
258
|
+
version: '0'
|
|
259
|
+
requirements: []
|
|
260
|
+
rubygems_version: 3.0.3.1
|
|
261
|
+
signing_key:
|
|
262
|
+
specification_version: 4
|
|
263
|
+
summary: Financial modeling and reporting gem
|
|
264
|
+
test_files: []
|