has_accounts 1.0.2 → 1.1.1

data/app/models/booking_template.rb

@@ -0,0 +1,163 @@
+class BookingTemplate < ActiveRecord::Base
+  # Access restrictions
+  attr_accessible :title, :code, :amount, :amount_relates_to, :comments
+
+  # Associations
+  belongs_to :debit_account, :foreign_key => 'debit_account_id', :class_name => "Account"
+  attr_accessible :debit_account_id
+  belongs_to :credit_account, :foreign_key => 'credit_account_id', :class_name => "Account"
+  attr_accessible :credit_account_id
+
+  # Default ordering
+  default_scope order(:code)
+
+  # Scopes
+  scope :by_type, lambda{|value| where("code LIKE ?", value + ':%')}
+
+  # Standard methods
+  include ApplicationHelper
+  def to_s(format = :default)
+    case format
+    when :short
+      "%s / %s %s" % [
+        credit_account ? credit_account.to_s(:short) : '?',
+        debit_account ? debit_account.to_s(:short) : '?',
+        amount ? "%0.2f" % amount.to_f : '?',
+      ]
+    when :long
+      "%s an %s %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 : '?'
+      ]
+    else
+      title
+    end
+  end
+
+  def amount_to_s
+    if amount_relates_to.present?
+      return "%.2f%%" % (amount.to_f * 100)
+    else
+      return currency_fmt(amount)
+    end
+  end
+
+  # Tagging
+  # =======
+  acts_as_taggable
+  attr_accessible :tag_list
+
+  def booking_parameters(params = {})
+    params = HashWithIndifferentAccess.new(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(self.amount.to_s || '0')
+
+    # 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
+
+    person_id = params.delete(:person_id)
+
+    if reference
+      # Calculate amount
+      booking_amount = amount(reference.value_date, :person_id => person_id) if person_id
+
+      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
+    HashWithIndifferentAccess.new(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
+
+  # LineItems
+  has_many :line_items
+
+  def build_line_item
+    if self.amount.match(/%/) or self.amount_relates_to.blank?
+      line_item_class = LineItem
+    else
+      line_item_class = SaldoLineItem
+    end
+
+    line_item = line_item_class.new(
+      :booking_template      => self,
+      :title                 => self.title,
+      :code                  => self.code,
+      :credit_account        => self.credit_account,
+      :debit_account         => self.debit_account,
+      :position              => self.position,
+      :include_in_saldo_list => self.include_in_saldo_list,
+      :reference_code        => self.amount_relates_to
+    )
+
+    if self.amount.match(/%/)
+      line_item.quantity = '%'
+      line_item.times    = self.amount.delete('%')
+      # TODO: hack
+      line_item.price    = line_item.price
+    elsif self.amount_relates_to.present?
+      line_item.quantity = 'saldo_of'
+      # TODO: hack
+      line_item.price    = line_item.price
+    else
+      line_item.quantity = 'x'
+      line_item.times    = 1
+      line_item.price    = self.amount
+    end
+
+    line_item
+  end
+
+  # Tagging
+  acts_as_taggable_on :include_in_saldo
+
+  # 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/db/migrate/20130707121400_create_booking_templates.rb

@@ -0,0 +1,22 @@
+class CreateBookingTemplates < ActiveRecord::Migration
+  def change
+    create_table :booking_templates do |t|
+      t.string   "title"
+      t.string   "amount"
+      t.integer  "credit_account_id"
+      t.integer  "debit_account_id"
+      t.text     "comments"
+      t.datetime "created_at",              :null => false
+      t.datetime "updated_at",              :null => false
+      t.string   "code"
+      t.string   "matcher"
+      t.string   "amount_relates_to"
+      t.string   "type"
+      t.string   "charge_rate_code"
+      t.string   "salary_declaration_code"
+      t.integer  "position"
+
+      t.timestamps
+    end
+  end
+end

data/lib/has_accounts/version.rb

@@ -1,3 +1,3 @@
 module HasAccounts
-  VERSION = "1.0.2"
+  VERSION = "1.1.1"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: has_accounts
 version: !ruby/object:Gem::Version
-  version: 1.0.2
+  version: 1.1.1
   prerelease: 
 platform: ruby
 authors:
@@ -9,7 +9,7 @@ authors:
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2013-06-19 00:00:00.000000000 Z
+date: 2013-07-17 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: rails
@@ -107,12 +107,14 @@ files:
 - app/models/bank.rb
 - app/models/bank_account.rb
 - app/models/booking.rb
+- app/models/booking_template.rb
 - config/locales/de.yml
 - config/locales/en.yml
 - db/migrate/20111108000000_create_has_accounts_tables.rb
 - db/migrate/20111109093857_use_string_for_account_number.rb
 - db/migrate/20111230121259_bank_now_inherits_from_person.rb
 - db/migrate/20111230222702_add_template_to_bookings.rb
+- db/migrate/20130707121400_create_booking_templates.rb
 - lib/has_accounts.rb
 - lib/has_accounts/class_methods.rb
 - lib/has_accounts/core_ext/rounding.rb