irs_forms 0.0.1

data/.document

@@ -0,0 +1,5 @@
+lib/**/*.rb
+bin/*
+- 
+features/**/*.feature
+LICENSE.txt

data/Gemfile

@@ -0,0 +1,18 @@
+source "http://rubygems.org"
+# Add dependencies required to use your gem here.
+# Example:
+#   gem "activesupport", ">= 2.3.5"
+
+gem 'activesupport'
+gem 'prawn', '>= 0.12.0'
+
+# Add dependencies to develop your gem here.
+# Include everything needed to run rake, tests, features, etc.
+group :development do
+  gem 'rake'
+  gem "jeweler", ">= 1.8.3"
+  gem 'appraisal'
+  gem "rspec", ">= 2.8.0"
+  gem "rdoc", ">= 3.12"
+  gem "bundler", ">= 1.0.0"
+end

data/Gemfile.lock

@@ -0,0 +1,57 @@
+GEM
+  remote: http://rubygems.org/
+  specs:
+    Ascii85 (1.0.2)
+    activesupport (3.2.10)
+      i18n (~> 0.6)
+      multi_json (~> 1.0)
+    afm (0.2.0)
+    appraisal (0.5.1)
+      bundler
+      rake
+    diff-lcs (1.1.3)
+    git (1.2.5)
+    hashery (2.1.0)
+    i18n (0.6.1)
+    jeweler (1.8.4)
+      bundler (~> 1.0)
+      git (>= 1.2.5)
+      rake
+      rdoc
+    json (1.7.6)
+    multi_json (1.5.0)
+    pdf-reader (1.3.0)
+      Ascii85 (~> 1.0.0)
+      afm (~> 0.2.0)
+      hashery (~> 2.0)
+      ruby-rc4
+      ttfunk
+    prawn (0.12.0)
+      pdf-reader (>= 0.9.0)
+      ttfunk (~> 1.0.2)
+    rake (10.0.3)
+    rdoc (3.12)
+      json (~> 1.4)
+    rspec (2.12.0)
+      rspec-core (~> 2.12.0)
+      rspec-expectations (~> 2.12.0)
+      rspec-mocks (~> 2.12.0)
+    rspec-core (2.12.2)
+    rspec-expectations (2.12.1)
+      diff-lcs (~> 1.1.3)
+    rspec-mocks (2.12.1)
+    ruby-rc4 (0.1.5)
+    ttfunk (1.0.3)
+
+PLATFORMS
+  ruby
+
+DEPENDENCIES
+  activesupport
+  appraisal
+  bundler (>= 1.0.0)
+  jeweler (>= 1.8.3)
+  prawn (>= 0.12.0)
+  rake
+  rdoc (>= 3.12)
+  rspec (>= 2.8.0)

data/LICENSE.txt

@@ -0,0 +1,20 @@
+Copyright (c) 2013 Ryan Winograd
+
+Permission is hereby granted, free of charge, to any person obtaining
+a copy of this software and associated documentation files (the
+"Software"), to deal in the Software without restriction, including
+without limitation the rights to use, copy, modify, merge, publish,
+distribute, sublicense, and/or sell copies of the Software, and to
+permit persons to whom the Software is furnished to do so, subject to
+the following conditions:
+
+The above copyright notice and this permission notice shall be
+included in all copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
+EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
+MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
+NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
+LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
+OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
+WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

data/README.rdoc

@@ -0,0 +1,27 @@
+= irs_forms
+
+Generate IRS forms with your data
+
+irs_forms makes it easy to generate forms with data placed in the correct locations. See these examples:
+with template [PDF[https://github.com/ValencePM/irs_forms/blob/master/spec/assets/f1099msc1_data_and_template.pdf-0.12.0.pdf]],
+without template [PDF[https://github.com/ValencePM/irs_forms/blob/master/spec/assets/copyA_with_data_and_no_template.pdf-0.12.0.pdf]].
+
+== List of Supported Forms
+
+* Form 1096
+* Form 1099 (MSC)
+
+== Contributing to irs_forms
+
+* Check out the latest master to make sure the feature hasn't been implemented or the bug hasn't been fixed yet.
+* Check out the issue tracker to make sure someone already hasn't requested it and/or contributed it.
+* Fork the project.
+* Start a feature/bugfix branch.
+* Commit and push until you are happy with your contribution.
+* Make sure to add tests for it. This is important so I don't break it in a future version unintentionally.
+* Please try not to mess with the Rakefile, version, or history. If you want to have your own version, or is otherwise necessary, that is fine, but please isolate to its own commit so I can cherry-pick around it.
+
+== Copyright
+
+Copyright (c) 2013 Ryan Winograd. See LICENSE.txt for
+further details.

data/Rakefile

@@ -0,0 +1,50 @@
+# encoding: utf-8
+
+require 'rubygems'
+require 'bundler'
+begin
+  Bundler.setup(:default, :development)
+rescue Bundler::BundlerError => e
+  $stderr.puts e.message
+  $stderr.puts "Run `bundle install` to install missing gems"
+  exit e.status_code
+end
+require 'rake'
+require 'appraisal'
+
+require 'jeweler'
+Jeweler::Tasks.new do |gem|
+  # gem is a Gem::Specification... see http://docs.rubygems.org/read/chapter/20 for more options
+  gem.name = "irs_forms"
+  gem.homepage = "http://github.com/ValencePM/irs_forms"
+  gem.license = "MIT"
+  gem.summary = %Q{Generate IRS forms with your data}
+  gem.description = %Q{Generate IRS forms with your data}
+  gem.email = "ryan@thewinograds.com"
+  gem.authors = ["Ryan Winograd"]
+  # dependencies defined in Gemfile
+end
+Jeweler::RubygemsDotOrgTasks.new
+
+require 'rspec/core'
+require 'rspec/core/rake_task'
+RSpec::Core::RakeTask.new(:spec) do |spec|
+  spec.pattern = FileList['spec/**/*_spec.rb']
+end
+
+RSpec::Core::RakeTask.new(:rcov) do |spec|
+  spec.pattern = 'spec/**/*_spec.rb'
+  spec.rcov = true
+end
+
+task :default => :spec
+
+require 'rdoc/task'
+Rake::RDocTask.new do |rdoc|
+  version = File.exist?('VERSION') ? File.read('VERSION') : ""
+
+  rdoc.rdoc_dir = 'rdoc'
+  rdoc.title = "irs_forms #{version}"
+  rdoc.rdoc_files.include('README*')
+  rdoc.rdoc_files.include('lib/**/*.rb')
+end

data/VERSION

@@ -0,0 +1 @@
+0.0.1

data/irs_forms.gemspec

@@ -0,0 +1,110 @@
+# Generated by jeweler
+# DO NOT EDIT THIS FILE DIRECTLY
+# Instead, edit Jeweler::Tasks in Rakefile, and run 'rake gemspec'
+# -*- encoding: utf-8 -*-
+
+Gem::Specification.new do |s|
+  s.name = "irs_forms"
+  s.version = "0.0.1"
+
+  s.required_rubygems_version = Gem::Requirement.new(">= 0") if s.respond_to? :required_rubygems_version=
+  s.authors = ["Ryan Winograd"]
+  s.date = "2013-01-29"
+  s.description = "Generate IRS forms with your data"
+  s.email = "ryan@thewinograds.com"
+  s.extra_rdoc_files = [
+    "LICENSE.txt",
+    "README.rdoc"
+  ]
+  s.files = [
+    ".document",
+    "Gemfile",
+    "Gemfile.lock",
+    "LICENSE.txt",
+    "README.rdoc",
+    "Rakefile",
+    "VERSION",
+    "irs_forms.gemspec",
+    "lib/irs_forms.rb",
+    "lib/irs_forms/form.rb",
+    "lib/irs_forms/form1096.rb",
+    "lib/irs_forms/form1099.rb",
+    "lib/irs_forms/form1099_int.rb",
+    "lib/irs_forms/form1099_misc.rb",
+    "spec/assets/copyA_with_data_and_no_template.pdf-0.12.0.pdf",
+    "spec/assets/copyA_with_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/copyA_with_template.pdf-0.12.0.pdf",
+    "spec/assets/f1096_for_1099int.pdf-0.12.0.pdf",
+    "spec/assets/f1096_with_data_and_no_template.pdf-0.12.0.pdf",
+    "spec/assets/f1096_with_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/f1096_with_data_and_template_offset.pdf-0.12.0.pdf",
+    "spec/assets/f1096_with_template.pdf-0.12.0.pdf",
+    "spec/assets/f1099intA_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/f1099intA_data_and_template_offset.pdf-0.12.0.pdf",
+    "spec/assets/f1099intB_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/f1099intC_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/f1099msc1_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/f1099msc2_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/f1099mscA_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/f1099mscA_data_and_template_offset.pdf-0.12.0.pdf",
+    "spec/assets/f1099mscB_data_and_template.pdf-0.12.0.pdf",
+    "spec/assets/f1099mscC_data_and_template.pdf-0.12.0.pdf",
+    "spec/form1096_spec.rb",
+    "spec/form1099_int_spec.rb",
+    "spec/form1099_misc_spec.rb",
+    "spec/irs_forms_spec.rb",
+    "spec/spec_helper.rb",
+    "templates/NOTES",
+    "templates/f1096--2012.pdf",
+    "templates/f1096.pdf",
+    "templates/f1099int--2012.pdf",
+    "templates/f1099int-copyA.pdf",
+    "templates/f1099int-copyB.pdf",
+    "templates/f1099int-copyC.pdf",
+    "templates/f1099msc--2012.pdf",
+    "templates/f1099msc-copy1.pdf",
+    "templates/f1099msc-copy2.pdf",
+    "templates/f1099msc-copyA.pdf",
+    "templates/f1099msc-copyB.pdf",
+    "templates/f1099msc-copyC.pdf"
+  ]
+  s.homepage = "http://github.com/ValencePM/irs_forms"
+  s.licenses = ["MIT"]
+  s.require_paths = ["lib"]
+  s.rubygems_version = "1.8.10"
+  s.summary = "Generate IRS forms with your data"
+
+  if s.respond_to? :specification_version then
+    s.specification_version = 3
+
+    if Gem::Version.new(Gem::VERSION) >= Gem::Version.new('1.2.0') then
+      s.add_runtime_dependency(%q<activesupport>, [">= 0"])
+      s.add_runtime_dependency(%q<prawn>, [">= 0.12.0"])
+      s.add_development_dependency(%q<rake>, [">= 0"])
+      s.add_development_dependency(%q<jeweler>, [">= 1.8.3"])
+      s.add_development_dependency(%q<appraisal>, [">= 0"])
+      s.add_development_dependency(%q<rspec>, [">= 2.8.0"])
+      s.add_development_dependency(%q<rdoc>, [">= 3.12"])
+      s.add_development_dependency(%q<bundler>, [">= 1.0.0"])
+    else
+      s.add_dependency(%q<activesupport>, [">= 0"])
+      s.add_dependency(%q<prawn>, [">= 0.12.0"])
+      s.add_dependency(%q<rake>, [">= 0"])
+      s.add_dependency(%q<jeweler>, [">= 1.8.3"])
+      s.add_dependency(%q<appraisal>, [">= 0"])
+      s.add_dependency(%q<rspec>, [">= 2.8.0"])
+      s.add_dependency(%q<rdoc>, [">= 3.12"])
+      s.add_dependency(%q<bundler>, [">= 1.0.0"])
+    end
+  else
+    s.add_dependency(%q<activesupport>, [">= 0"])
+    s.add_dependency(%q<prawn>, [">= 0.12.0"])
+    s.add_dependency(%q<rake>, [">= 0"])
+    s.add_dependency(%q<jeweler>, [">= 1.8.3"])
+    s.add_dependency(%q<appraisal>, [">= 0"])
+    s.add_dependency(%q<rspec>, [">= 2.8.0"])
+    s.add_dependency(%q<rdoc>, [">= 3.12"])
+    s.add_dependency(%q<bundler>, [">= 1.0.0"])
+  end
+end
+

data/lib/irs_forms/form.rb

@@ -0,0 +1,57 @@
+class IrsForms::Form
+
+  attr_accessor :data, :x_offset, :y_offset
+
+  def initialize(options={})
+    self.data = options[:data] || {}
+    self.x_offset = options[:x_offset]
+    self.y_offset = options[:y_offset]
+  end
+
+  def template_filepath(filename)
+    dir = File.expand_path(File.dirname(__FILE__) + '/../../templates')
+    "#{dir}/#{filename}"
+  end
+
+  def to_pdf(options={})
+    to_prawn(options).render
+  end
+
+  def x_offset
+    @x_offset || 0
+  end
+
+  def y_offset
+    @y_offset || 0
+  end
+
+  private
+
+  def pdf_top
+    @pdf.bounds.top + y_offset
+  end
+
+  def pdf_left
+    @pdf.bounds.left + x_offset
+  end
+
+  def format_amount(string)
+    number = "%#.2f" % string.to_f
+
+    parts = number.to_s.to_str.split('.')
+    # Add comma delimeter for every three digits
+    # Taken from Rails' ActionView::Helpers::NumberHelper#number_with_delimeter
+    parts[0].gsub!(/(\d)(?=(\d\d\d)+(?!\d))/, "\\1,")
+
+    parts.join('.').html_safe
+  end
+
+  def text(string, options={})
+    if options[:at]
+      @pdf.draw_text string.to_s, options
+    else
+      @pdf.text string.to_s, options
+    end
+  end
+
+end

data/lib/irs_forms/form1096.rb

@@ -0,0 +1,89 @@
+class IrsForms::Form1096 < IrsForms::Form
+
+  def template_filepath
+    super("f1096.pdf")
+  end
+
+  def to_prawn(options={})
+    options.reverse_merge!(with_template: false)
+
+    prawn_options = {:bottom_margin => 0.0}
+    prawn_options.merge!(:template => template_filepath) if options[:with_template]
+
+    @pdf = Prawn::Document.new(prawn_options)
+    render_data_to_prawn
+    @pdf
+  end
+
+  private
+
+  def render_data_to_prawn
+    y_offset = 70
+    x_offset = 20
+
+    col2_offset = 200
+    col3_offset = 355
+
+    x = pdf_left + x_offset
+    y = pdf_top - y_offset - 10
+
+    # Filer Name/Address
+    @pdf.bounding_box([x + 20, y], :width => 260, :height => 75) do
+       text data[:filer_name].to_s
+       @pdf.move_down(20)
+       text data[:filer_street_address].to_s
+       @pdf.move_down(15)
+       text data[:filer_city_state_zip].to_s
+    end
+
+    y -= 86
+
+    # Person Contact Information
+    @pdf.bounding_box([x, y], :width => 200) do
+       text data[:contact_name].to_s
+       @pdf.move_down(10)
+       text data[:email_address].to_s
+    end
+    @pdf.bounding_box([x + col2_offset, y], :width => 200) do
+       text data[:telephone_number].to_s
+       @pdf.move_down(10)
+       text data[:fax_number].to_s
+    end
+
+    y -= 50
+
+    # EIN
+    @pdf.bounding_box([x, y], :width => 200) do
+       text data[:employer_identification_number].to_s
+    end
+
+    # SSN
+    @pdf.bounding_box([x + 100, y], :width => 200) do
+       text data[:social_security_number].to_s
+    end
+
+    # Total Number of Forms
+    @pdf.bounding_box([x + col2_offset, y], :width => 200) do
+       text data[:total_number_of_forms].to_s
+    end
+
+    # Total Amount Reported
+    @pdf.bounding_box([x + col2_offset + 190, y], :width => 200) do
+       text format_amount(data[:total_amount_reported]).to_s
+    end if data[:total_amount_reported]
+
+    row1 = 475 + self.y_offset
+    row2 = 428 + self.y_offset
+    col3  = 100 + self.x_offset
+    col14 = 515 + self.x_offset
+
+    check_form_coords = case data[:type_of_form]
+                        when '1099int'
+                          [col14, row1]
+                        when '1099msc'
+                          [col3, row2]
+                        end
+    text "X", at: check_form_coords if check_form_coords
+  end
+
+end

data/lib/irs_forms/form1099.rb

@@ -0,0 +1,47 @@
+# Base class for Form1099s
+class IrsForms::Form1099 < IrsForms::Form
+
+  attr_accessor :copy
+
+  COPIES = %W{A B C 1 2}
+
+  def initialize(options={})
+    options[:data] ||= []
+    super
+
+    self.copy = options[:copy]
+    check_valid_copy! if copy.present?
+  end
+
+  def to_prawn(options={})
+    options.reverse_merge!(with_template: false)
+
+    prawn_options = {:bottom_margin => 0.0}
+    prawn_options.merge!(:template => template_filepath) if options[:with_template]
+
+    @pdf = Prawn::Document.new(prawn_options)
+
+    data.each_with_index do |hash, index|
+      position = calculate_position(index)
+      @pdf.start_new_page(prawn_options) if index > 0 and position == :top
+      render_data_to_prawn(hash, position)
+    end
+
+    @pdf
+  end
+
+  private
+
+  def calculate_position(index)
+    raise 'Implement #calculate_position'
+  end
+
+  def render_data_to_prawn(hash, position)
+    raise 'Implement #render_data_to_prawn'
+  end
+
+  def check_valid_copy!
+    raise "Invalid copy. Must be one of #{COPIES}. You entered #{copy}." unless COPIES.include?(copy)
+  end
+
+end

data/lib/irs_forms/form1099_int.rb

@@ -0,0 +1,87 @@
+class IrsForms::Form1099Int < IrsForms::Form1099
+
+  COPIES = %W{A B C}
+
+  def template_filepath
+    super("f1099int-copy#{copy}.pdf")
+  end
+
+  private
+
+  def calculate_position(index)
+    case index%3
+    when 0
+      :top
+    when 1
+      :middle
+    when 2
+      :bottom
+    end
+  end
+
+  def render_data_to_prawn(hash, position)
+    y_offset = case position
+               when :top
+                 0
+               when :middle
+                 263
+               when :bottom
+                 528
+               end
+    x_offset = 20
+
+    col2_offset = 122
+    col3_offset = 255
+
+    x = pdf_left + x_offset
+    y = pdf_top - y_offset - 10
+
+    # Payer Contact Information
+    @pdf.bounding_box([x, y], :width => 240, :height => 90) do
+       hash[:payer_contact_information].each do |string|
+         text string
+       end
+    end
+
+    # Interest Income
+    @pdf.bounding_box([x + col3_offset, y - 25], :width => 120, :height => 50) do
+       text format_amount(hash[:interest_income])
+    end
+
+    y -= 75
+
+    # Payer Federal ID
+    @pdf.bounding_box([x, y], :width => 120, :height => 50) do
+       text hash[:payer_federal_id]
+    end
+
+    # Recipient Federal ID
+    @pdf.bounding_box([x + col2_offset, y], :width => 120, :height => 50) do
+       text hash[:recipient_federal_id]
+    end
+
+    y -= 25
+
+    # Recipient Name
+    @pdf.bounding_box([x, y], :width => 120, :height => 50) do
+       text hash[:recipient_name]
+    end
+
+    y -= 33
+
+    # Recipient Address
+    @pdf.bounding_box([x, y], :width => 240, :height => 50) do
+       text hash[:recipient_street_address]
+       @pdf.move_down 10
+       text hash[:recipient_city_state_zip]
+    end
+
+    y -= 50
+
+    # Recipient Account Number
+    @pdf.bounding_box([x, y], :width => 120, :height => 50) do
+       text hash[:recipient_account_number]
+    end
+
+  end
+end

data/lib/irs_forms/form1099_misc.rb

@@ -0,0 +1,77 @@
+class IrsForms::Form1099Misc < IrsForms::Form1099
+
+  COPIES = %W{A B C 1 2}
+
+  def template_filepath
+    super("f1099msc-copy#{copy}.pdf")
+  end
+
+  private
+
+  def calculate_position(index)
+    index%2 == 0 ? :top : :bottom
+  end
+
+  def render_data_to_prawn(hash, position)
+    y_offset = (position == :top ? 0 : 395)
+    x_offset = 20
+
+    col2_offset = 122
+    col3_offset = 255
+
+    x = pdf_left + x_offset
+    y = pdf_top - y_offset - 10
+
+    # Payer Contact Information
+    @pdf.bounding_box([x, y], :width => 240, :height => 90) do
+       hash[:payer_contact_information].each do |string|
+         text string
+       end
+    end
+
+    y -= 115
+
+    # Payer Federal ID
+    @pdf.bounding_box([x, y], :width => 120, :height => 50) do
+       text hash[:payer_federal_id]
+    end
+
+    # Recipient Federal ID
+    @pdf.bounding_box([x + col2_offset, y], :width => 120, :height => 50) do
+       text hash[:recipient_federal_id]
+    end
+
+    y -= 45
+
+    # Recipient Name
+    @pdf.bounding_box([x, y], :width => 120, :height => 50) do
+       text hash[:recipient_name]
+    end
+
+    # Nonemployee compensation
+    @pdf.bounding_box([x + col3_offset, y - 10], :width => 120, :height => 50) do
+       text format_amount(hash[:nonemployee_compensation])
+    end
+
+    y -= 40
+
+    # Recipient Address
+    @pdf.bounding_box([x, y], :width => 240, :height => 50) do
+       text hash[:recipient_street_address]
+       @pdf.move_down 15
+       text hash[:recipient_city_state_zip]
+    end
+
+    y -= 60
+    # Recipient Account Number
+    @pdf.bounding_box([x, y], :width => 120, :height => 50) do
+       text hash[:recipient_account_number]
+    end
+
+  end
+
+  def check_valid_copy!
+    raise "Invalid copy. Must be one of #{COPIES}. You entered #{copy}." unless COPIES.include?(copy)
+  end
+
+end

data/lib/irs_forms.rb

@@ -0,0 +1,13 @@
+require 'prawn'
+require 'prawn/layout' # only needed for versions <= 0.6.3
+require 'active_support/all'
+
+module IrsForms
+end
+
+dir = File.dirname(__FILE__) + '/irs_forms'
+require "#{dir}/form"
+require "#{dir}/form1099"
+require "#{dir}/form1099_misc"
+require "#{dir}/form1099_int"
+require "#{dir}/form1096"