keepr 0.4.0 → 0.5.0
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 +4 -4
 - data/.rubocop.yml +44 -0
 - data/.travis.yml +9 -9
 - data/Gemfile +2 -0
 - data/LICENSE.txt +1 -1
 - data/README.md +3 -3
 - data/Rakefile +2 -0
 - data/ci/Gemfile-rails-4-2 +3 -2
 - data/ci/Gemfile-rails-5-0 +3 -2
 - data/ci/Gemfile-rails-5-1 +3 -2
 - data/ci/Gemfile-rails-5-2 +3 -2
 - data/ci/{Gemfile-rails-4-1 → Gemfile-rails-6-0} +3 -2
 - data/keepr.gemspec +14 -12
 - data/lib/generators/keepr/migration/migration_generator.rb +5 -3
 - data/lib/generators/keepr/migration/templates/migration.rb +2 -0
 - data/lib/keepr.rb +6 -4
 - data/lib/keepr/account.rb +37 -37
 - data/lib/keepr/account_export.rb +10 -14
 - data/lib/keepr/active_record_extension.rb +4 -2
 - data/lib/keepr/contact_export.rb +6 -7
 - data/lib/keepr/cost_center.rb +2 -0
 - data/lib/keepr/group.rb +21 -20
 - data/lib/keepr/groups_creator.rb +7 -7
 - data/lib/keepr/journal.rb +14 -11
 - data/lib/keepr/journal_export.rb +9 -6
 - data/lib/keepr/posting.rb +21 -16
 - data/lib/keepr/tax.rb +2 -0
 - data/lib/keepr/version.rb +3 -1
 - data/spec/factories/account.rb +5 -3
 - data/spec/factories/cost_center.rb +4 -2
 - data/spec/factories/group.rb +4 -2
 - data/spec/factories/tax.rb +5 -3
 - data/spec/keepr/account_export_spec.rb +22 -19
 - data/spec/keepr/account_spec.rb +47 -42
 - data/spec/keepr/active_record_extension_spec.rb +20 -18
 - data/spec/keepr/contact_export_spec.rb +17 -14
 - data/spec/keepr/cost_center_spec.rb +2 -0
 - data/spec/keepr/group_spec.rb +39 -35
 - data/spec/keepr/groups_creator_spec.rb +7 -4
 - data/spec/keepr/journal_export_spec.rb +26 -25
 - data/spec/keepr/journal_spec.rb +33 -31
 - data/spec/keepr/posting_spec.rb +8 -6
 - data/spec/keepr/tax_spec.rb +21 -14
 - data/spec/spec_helper.rb +6 -5
 - data/spec/support/contact.rb +2 -0
 - data/spec/support/document.rb +2 -0
 - data/spec/support/ledger.rb +2 -0
 - data/spec/support/spec_migration.rb +2 -0
 - metadata +28 -14
 
    
        data/spec/keepr/account_spec.rb
    CHANGED
    
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         @@ -1,21 +1,22 @@ 
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            #  
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            # frozen_string_literal: true
         
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            require 'spec_helper'
         
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            describe Keepr::Account do
         
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              describe :number_as_string do
         
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                it  
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                it 'should return number with leading zeros for low values' do
         
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                  account = Keepr::Account.new(number: 999)
         
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                  expect(account.number_as_string).to eq('0999')
         
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                end
         
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                it  
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                  account = Keepr::Account.new(number:  
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                it 'should return number unchanged for high values' do
         
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                  account = Keepr::Account.new(number: 70_000)
         
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                  expect(account.number_as_string).to eq('70000')
         
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                end
         
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              end
         
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              describe :to_s do
         
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                it  
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                it 'should format' do
         
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                  account = Keepr::Account.new(number: 27, name: 'Software')
         
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                  expect(account.to_s).to eq('0027 (Software)')
         
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                end
         
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         @@ -32,25 +33,25 @@ describe Keepr::Account do 
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                                       keepr_postings_attributes: [
         
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                                         { keepr_account: account_1000, amount: 20, side: 'debit' },
         
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                                         { keepr_account: account_1200, amount: 20, side: 'credit' }
         
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            +
                                       ]
         
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                Keepr::Journal.create! date: Date.yesterday,
         
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                                       keepr_postings_attributes: [
         
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                                         { keepr_account: account_1000, amount:  10, side: 'credit' },
         
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                                         { keepr_account: account_1200, amount:  10, side: 'debit' } 
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                                         { keepr_account: account_1200, amount:  10, side: 'debit' }
         
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                                       ]
         
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                Keepr::Journal.create! date: Date. 
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                Keepr::Journal.create! date: Date.current,
         
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                                       keepr_postings_attributes: [
         
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                                         { keepr_account: account_1000, amount: 200, side: 'debit' },
         
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                                         { keepr_account: account_1200, amount: 200, side: 'credit' }
         
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                                       ]
         
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                Keepr::Journal.create! date: Date. 
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                Keepr::Journal.create! date: Date.current,
         
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                                       keepr_postings_attributes: [
         
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                                         { keepr_account: account_1000, amount: 100, side: 'credit' },
         
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                                         { keepr_account: account_1200, amount: 100, side: 'debit' } 
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                                         { keepr_account: account_1200, amount: 100, side: 'debit' }
         
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                                       ]
         
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              end
         
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              describe 'validations' do
         
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         @@ -58,31 +59,31 @@ describe Keepr::Account do 
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                let!(:liability_group) { FactoryBot.create(:group, target: :liability) }
         
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                let!(:asset_group)     { FactoryBot.create(:group, target: :asset) }
         
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                it  
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                it 'should not allow assigning to result group' do
         
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                  account = FactoryBot.build(:account, keepr_group: result_group)
         
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                  expect(account).to_not be_valid
         
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                  expect(account.errors.added? 
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                  expect(account.errors.added?(:keepr_group_id, :no_group_allowed_for_result)).to eq(true)
         
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                end
         
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                it  
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                it 'should not allow assigning asset account to liability group' do
         
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                  account = FactoryBot.build(:account, kind: :asset, keepr_group: liability_group)
         
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                  expect(account).to_not be_valid
         
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                  expect(account.errors.added? 
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                  expect(account.errors.added?(:kind, :group_mismatch)).to eq(true)
         
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                end
         
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                it  
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                it 'should not allow assigning liability account to asset group' do
         
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                  account = FactoryBot.build(:account, kind: :liability, keepr_group: asset_group)
         
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                  expect(account).to_not be_valid
         
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                  expect(account.errors.added? 
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                  expect(account.errors.added?(:kind, :group_mismatch)).to eq(true)
         
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                end
         
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                it  
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                it 'should not allow assigning forward account to asset group' do
         
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                  account = FactoryBot.build(:account, kind: :forward, keepr_group: asset_group)
         
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                  expect(account).to_not be_valid
         
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                  expect(account.errors.added? 
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                  expect(account.errors.added?(:kind, :group_conflict)).to eq(true)
         
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                end
         
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                it 'should allow target match' do
         
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                  account = FactoryBot.build(:account, kind: :asset, keepr_group: asset_group)
         
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                  expect(account).to be_valid
         
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                end
         
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         @@ -176,8 +177,8 @@ end 
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            describe Keepr::Account, 'with subaccounts' do
         
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              let!(:account_1400) { FactoryBot.create(:account, number: 1400) }
         
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              let!(:account_10000) { FactoryBot.create(:account, number:  
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              let!(:account_10001) { FactoryBot.create(:account, number:  
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              let!(:account_10000) { FactoryBot.create(:account, number: 10_000, parent: account_1400) }
         
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              let!(:account_10001) { FactoryBot.create(:account, number: 10_001, parent: account_1400) }
         
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              let!(:account_8400) { FactoryBot.create(:account, number: 8400) }
         
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              before :each do
         
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                                       keepr_postings_attributes: [
         
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                                         { keepr_account: account_10000, amount: 20, side: 'debit' },
         
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                                         { keepr_account: account_8400, amount: 20, side: 'credit' }
         
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                                       ]
         
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              end
         
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              describe :keepr_postings do
         
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              describe :with_sums do
         
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                it 'should calc balance' do
         
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                  expect(Keepr::Account.with_sums 
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                                 select(&:sum_amount) 
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                                 map { |a| [a.number, a.sum_amount] }) 
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                  expect(Keepr::Account.with_sums
         
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                                 .select(&:sum_amount)
         
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                                 .map { |a| [a.number, a.sum_amount] })
         
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                    .to eq([[8400, -20], [10_000, 20]])
         
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                end
         
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              end
         
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              describe :merged_with_sums do
         
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                it 'should calc merged balance' do
         
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                  expect(Keepr::Account.merged_with_sums 
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                                 select(&:sum_amount) 
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                                 map { |a| [a.number, a.sum_amount] }) 
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                  expect(Keepr::Account.merged_with_sums
         
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                                 .select(&:sum_amount)
         
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                                 .map { |a| [a.number, a.sum_amount] })
         
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                    .to eq([[1400, 20], [8400, -20]])
         
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                end
         
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              end
         
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            end
         
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            describe Keepr::Account, 'with tax' do
         
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              let!(:tax_account)  
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              let!(:tax_account) do
         
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                Keepr::Account.create! number: 1776,
         
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                                       name: 'Umsatzsteuer 19%',
         
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                                       kind: :asset
         
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              end
         
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              let!(:tax)  
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              let!(:tax) do
         
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                Keepr::Tax.create! name: 'USt19',
         
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                                   description: 'Umsatzsteuer 19%',
         
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                                   value: 19.0,
         
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                                   keepr_account: tax_account
         
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              end
         
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              it  
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              it 'should link to tax' do
         
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                account = Keepr::Account.new number: 8400,
         
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                                             name: 'Erlöse 19% USt',
         
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                                             kind: :revenue,
         
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         @@ -244,7 +249,7 @@ describe Keepr::Account, 'with tax' do 
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                expect(account).to be_valid
         
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              end
         
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              it 'should avoid circular reference' do
         
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                tax_account.keepr_tax_id = tax.id
         
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                expect(tax_account).to be_invalid
         
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              end
         
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            # frozen_string_literal: true
         
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            require 'spec_helper'
         
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            describe Keepr::ActiveRecordExtension do
         
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                end
         
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                it 'has keepr_postings' do
         
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     | 
    
         
            +
                  Keepr::Journal.create! keepr_postings_attributes: [
         
     | 
| 
      
 19 
     | 
    
         
            +
                    { keepr_account: account,      amount: 30, side: 'debit'  },
         
     | 
| 
      
 20 
     | 
    
         
            +
                    { keepr_account: account_1200, amount: 30, side: 'credit' }
         
     | 
| 
      
 21 
     | 
    
         
            +
                  ]
         
     | 
| 
      
 22 
     | 
    
         
            +
                  Keepr::Journal.create! keepr_postings_attributes: [
         
     | 
| 
      
 23 
     | 
    
         
            +
                    { keepr_account: account_1000, amount: 20, side: 'debit'  },
         
     | 
| 
      
 24 
     | 
    
         
            +
                    { keepr_account: account_1200, amount: 20, side: 'credit' }
         
     | 
| 
      
 25 
     | 
    
         
            +
                  ]
         
     | 
| 
       24 
26 
     | 
    
         | 
| 
       25 
27 
     | 
    
         
             
                  expect(ledger.keepr_postings.count).to eq(1)
         
     | 
| 
       26 
28 
     | 
    
         
             
                  expect(ledger.keepr_postings.first.amount).to eq(30)
         
     | 
| 
         @@ -37,14 +39,14 @@ describe Keepr::ActiveRecordExtension do 
     | 
|
| 
       37 
39 
     | 
    
         
             
                end
         
     | 
| 
       38 
40 
     | 
    
         | 
| 
       39 
41 
     | 
    
         
             
                it 'has keepr_postings' do
         
     | 
| 
       40 
     | 
    
         
            -
                   
     | 
| 
       41 
     | 
    
         
            -
             
     | 
| 
       42 
     | 
    
         
            -
             
     | 
| 
       43 
     | 
    
         
            -
             
     | 
| 
       44 
     | 
    
         
            -
                   
     | 
| 
       45 
     | 
    
         
            -
             
     | 
| 
       46 
     | 
    
         
            -
             
     | 
| 
       47 
     | 
    
         
            -
             
     | 
| 
      
 42 
     | 
    
         
            +
                  Keepr::Journal.create! keepr_postings_attributes: [
         
     | 
| 
      
 43 
     | 
    
         
            +
                    { keepr_account: account1,     amount: 30, side: 'debit'  },
         
     | 
| 
      
 44 
     | 
    
         
            +
                    { keepr_account: account_1200, amount: 30, side: 'credit' }
         
     | 
| 
      
 45 
     | 
    
         
            +
                  ]
         
     | 
| 
      
 46 
     | 
    
         
            +
                  Keepr::Journal.create! keepr_postings_attributes: [
         
     | 
| 
      
 47 
     | 
    
         
            +
                    { keepr_account: account_1000, amount: 20, side: 'debit'  },
         
     | 
| 
      
 48 
     | 
    
         
            +
                    { keepr_account: account_1200, amount: 20, side: 'credit' }
         
     | 
| 
      
 49 
     | 
    
         
            +
                  ]
         
     | 
| 
       48 
50 
     | 
    
         | 
| 
       49 
51 
     | 
    
         
             
                  expect(contact.keepr_postings.count).to eq(1)
         
     | 
| 
       50 
52 
     | 
    
         
             
                  expect(contact.keepr_postings.first.amount).to eq(30)
         
     | 
| 
         @@ -70,7 +72,7 @@ describe Keepr::ActiveRecordExtension do 
     | 
|
| 
       70 
72 
     | 
    
         | 
| 
       71 
73 
     | 
    
         
             
              describe 'scopes' do
         
     | 
| 
       72 
74 
     | 
    
         
             
                let!(:unbooked_document) { Document.create! number: 'Unbooked' }
         
     | 
| 
       73 
     | 
    
         
            -
                let!(:booked_document)  
     | 
| 
      
 75 
     | 
    
         
            +
                let!(:booked_document) do
         
     | 
| 
       74 
76 
     | 
    
         
             
                  document = Document.create! number: 'Booked'
         
     | 
| 
       75 
77 
     | 
    
         
             
                  Keepr::Journal.create! accountable: document,
         
     | 
| 
       76 
78 
     | 
    
         
             
                                         keepr_postings_attributes: [
         
     | 
| 
         @@ -78,7 +80,7 @@ describe Keepr::ActiveRecordExtension do 
     | 
|
| 
       78 
80 
     | 
    
         
             
                                           { keepr_account: account_1200, amount: 100.99, side: 'credit' }
         
     | 
| 
       79 
81 
     | 
    
         
             
                                         ]
         
     | 
| 
       80 
82 
     | 
    
         
             
                  document
         
     | 
| 
       81 
     | 
    
         
            -
                 
     | 
| 
      
 83 
     | 
    
         
            +
                end
         
     | 
| 
       82 
84 
     | 
    
         | 
| 
       83 
85 
     | 
    
         
             
                describe :keepr_booked do
         
     | 
| 
       84 
86 
     | 
    
         
             
                  subject { Document.keepr_booked }
         
     | 
| 
         @@ -1,22 +1,25 @@ 
     | 
|
| 
      
 1 
     | 
    
         
            +
            # frozen_string_literal: true
         
     | 
| 
      
 2 
     | 
    
         
            +
             
     | 
| 
       1 
3 
     | 
    
         
             
            require 'spec_helper'
         
     | 
| 
       2 
4 
     | 
    
         | 
| 
       3 
5 
     | 
    
         
             
            describe Keepr::ContactExport do
         
     | 
| 
       4 
     | 
    
         
            -
              let!(:account_1000)  { FactoryBot.create :account, kind: :asset,     number: 1000, 
     | 
| 
       5 
     | 
    
         
            -
              let!(:account_10000) { FactoryBot.create :account, kind: :creditor,  number:  
     | 
| 
       6 
     | 
    
         
            -
              let!(:account_70000) { FactoryBot.create :account, kind: :debtor,    number:  
     | 
| 
      
 6 
     | 
    
         
            +
              let!(:account_1000)  { FactoryBot.create :account, kind: :asset,     number: 1000, name: 'Kasse' }
         
     | 
| 
      
 7 
     | 
    
         
            +
              let!(:account_10000) { FactoryBot.create :account, kind: :creditor,  number: 10_000, name: 'Meyer GmbH' }
         
     | 
| 
      
 8 
     | 
    
         
            +
              let!(:account_70000) { FactoryBot.create :account, kind: :debtor,    number: 70_000, name: 'Schulze AG' }
         
     | 
| 
       7 
9 
     | 
    
         | 
| 
       8 
10 
     | 
    
         
             
              let(:scope) { Keepr::Account.all }
         
     | 
| 
       9 
11 
     | 
    
         | 
| 
       10 
     | 
    
         
            -
              let(:export)  
     | 
| 
       11 
     | 
    
         
            -
                Keepr::ContactExport.new( 
     | 
| 
       12 
     | 
    
         
            -
                   
     | 
| 
       13 
     | 
    
         
            -
                  ' 
     | 
| 
       14 
     | 
    
         
            -
                  ' 
     | 
| 
      
 12 
     | 
    
         
            +
              let(:export) do
         
     | 
| 
      
 13 
     | 
    
         
            +
                Keepr::ContactExport.new(
         
     | 
| 
      
 14 
     | 
    
         
            +
                  scope,
         
     | 
| 
      
 15 
     | 
    
         
            +
                  'Berater'     => 1_234_567,
         
     | 
| 
      
 16 
     | 
    
         
            +
                  'Mandant'     => 78_901,
         
     | 
| 
      
 17 
     | 
    
         
            +
                  'WJ-Beginn'   => Date.new(2016, 1, 1),
         
     | 
| 
       15 
18 
     | 
    
         
             
                  'Bezeichnung' => 'Keepr-Kontakte'
         
     | 
| 
       16 
19 
     | 
    
         
             
                ) do |account|
         
     | 
| 
       17 
20 
     | 
    
         
             
                  { 'Kurzbezeichnung' => account.name }
         
     | 
| 
       18 
21 
     | 
    
         
             
                end
         
     | 
| 
       19 
     | 
    
         
            -
               
     | 
| 
      
 22 
     | 
    
         
            +
              end
         
     | 
| 
       20 
23 
     | 
    
         | 
| 
       21 
24 
     | 
    
         
             
              describe :to_s do
         
     | 
| 
       22 
25 
     | 
    
         
             
                subject { export.to_s }
         
     | 
| 
         @@ -25,31 +28,31 @@ describe Keepr::ContactExport do 
     | 
|
| 
       25 
28 
     | 
    
         
             
                  subject.lines[2..-1]
         
     | 
| 
       26 
29 
     | 
    
         
             
                end
         
     | 
| 
       27 
30 
     | 
    
         | 
| 
       28 
     | 
    
         
            -
                it  
     | 
| 
      
 31 
     | 
    
         
            +
                it 'should return CSV lines' do
         
     | 
| 
       29 
32 
     | 
    
         
             
                  subject.lines.each { |line| expect(line).to include(';') }
         
     | 
| 
       30 
33 
     | 
    
         
             
                end
         
     | 
| 
       31 
34 
     | 
    
         | 
| 
       32 
     | 
    
         
            -
                it  
     | 
| 
      
 35 
     | 
    
         
            +
                it 'should include header data' do
         
     | 
| 
       33 
36 
     | 
    
         
             
                  expect(subject.lines[0]).to include('1234567;')
         
     | 
| 
       34 
37 
     | 
    
         
             
                  expect(subject.lines[0]).to include('78901;')
         
     | 
| 
       35 
38 
     | 
    
         
             
                  expect(subject.lines[0]).to include('"Keepr-Kontakte";')
         
     | 
| 
       36 
39 
     | 
    
         
             
                end
         
     | 
| 
       37 
40 
     | 
    
         | 
| 
       38 
     | 
    
         
            -
                it  
     | 
| 
      
 41 
     | 
    
         
            +
                it 'should include debtor/creditor accounts only' do
         
     | 
| 
       39 
42 
     | 
    
         
             
                  expect(account_lines.count).to eq(2)
         
     | 
| 
       40 
43 
     | 
    
         | 
| 
       41 
44 
     | 
    
         
             
                  expect(account_lines[0]).to include('10000;')
         
     | 
| 
       42 
45 
     | 
    
         
             
                  expect(account_lines[1]).to include('70000;')
         
     | 
| 
       43 
46 
     | 
    
         
             
                end
         
     | 
| 
       44 
47 
     | 
    
         | 
| 
       45 
     | 
    
         
            -
                it  
     | 
| 
      
 48 
     | 
    
         
            +
                it 'should include data from block' do
         
     | 
| 
       46 
49 
     | 
    
         
             
                  expect(account_lines[0]).to include('"Meyer GmbH";')
         
     | 
| 
       47 
50 
     | 
    
         
             
                  expect(account_lines[1]).to include('"Schulze AG";')
         
     | 
| 
       48 
51 
     | 
    
         
             
                end
         
     | 
| 
       49 
52 
     | 
    
         
             
              end
         
     | 
| 
       50 
53 
     | 
    
         | 
| 
       51 
54 
     | 
    
         
             
              describe :to_file do
         
     | 
| 
       52 
     | 
    
         
            -
                it  
     | 
| 
      
 55 
     | 
    
         
            +
                it 'should create CSV file' do
         
     | 
| 
       53 
56 
     | 
    
         
             
                  Dir.mktmpdir do |dir|
         
     | 
| 
       54 
57 
     | 
    
         
             
                    filename = "#{dir}/EXTF_Stammdaten.csv"
         
     | 
| 
       55 
58 
     | 
    
         
             
                    export.to_file(filename)
         
     | 
    
        data/spec/keepr/group_spec.rb
    CHANGED
    
    | 
         @@ -1,17 +1,19 @@ 
     | 
|
| 
      
 1 
     | 
    
         
            +
            # frozen_string_literal: true
         
     | 
| 
      
 2 
     | 
    
         
            +
             
     | 
| 
       1 
3 
     | 
    
         
             
            require 'spec_helper'
         
     | 
| 
       2 
4 
     | 
    
         | 
| 
       3 
5 
     | 
    
         
             
            describe Keepr::Group do
         
     | 
| 
       4 
6 
     | 
    
         
             
              describe 'validations' do
         
     | 
| 
       5 
     | 
    
         
            -
                it  
     | 
| 
      
 7 
     | 
    
         
            +
                it 'should allow is_result for liability' do
         
     | 
| 
       6 
8 
     | 
    
         
             
                  group = Keepr::Group.new(is_result: true, target: :liability, name: 'foo')
         
     | 
| 
       7 
9 
     | 
    
         
             
                  expect(group).to be_valid
         
     | 
| 
       8 
10 
     | 
    
         
             
                end
         
     | 
| 
       9 
11 
     | 
    
         | 
| 
       10 
     | 
    
         
            -
                [ 
     | 
| 
      
 12 
     | 
    
         
            +
                %i[asset profit_and_loss].each do |target|
         
     | 
| 
       11 
13 
     | 
    
         
             
                  it "should not allow is_result for #{target}" do
         
     | 
| 
       12 
14 
     | 
    
         
             
                    group = Keepr::Group.new(is_result: true, target: target, name: 'foo')
         
     | 
| 
       13 
15 
     | 
    
         
             
                    expect(group).not_to be_valid
         
     | 
| 
       14 
     | 
    
         
            -
                    expect(group.errors.added? 
     | 
| 
      
 16 
     | 
    
         
            +
                    expect(group.errors.added?(:base, :liability_needed_for_result)).to eq(true)
         
     | 
| 
       15 
17 
     | 
    
         
             
                  end
         
     | 
| 
       16 
18 
     | 
    
         
             
                end
         
     | 
| 
       17 
19 
     | 
    
         
             
              end
         
     | 
| 
         @@ -28,9 +30,9 @@ describe Keepr::Group do 
     | 
|
| 
       28 
30 
     | 
    
         
             
              describe :keepr_accounts do
         
     | 
| 
       29 
31 
     | 
    
         
             
                it 'should not destroy if there are accounts' do
         
     | 
| 
       30 
32 
     | 
    
         
             
                  group = FactoryBot.create :group
         
     | 
| 
       31 
     | 
    
         
            -
                   
     | 
| 
      
 33 
     | 
    
         
            +
                  FactoryBot.create :account, number: 1000, keepr_group: group
         
     | 
| 
       32 
34 
     | 
    
         | 
| 
       33 
     | 
    
         
            -
                  expect { group.destroy }.to_not change 
     | 
| 
      
 35 
     | 
    
         
            +
                  expect { group.destroy }.to_not change(Keepr::Group, :count)
         
     | 
| 
       34 
36 
     | 
    
         
             
                  expect(group.destroy).to eq(false)
         
     | 
| 
       35 
37 
     | 
    
         
             
                  expect(group.reload).to eq(group)
         
     | 
| 
       36 
38 
     | 
    
         
             
                end
         
     | 
| 
         @@ -52,7 +54,7 @@ describe Keepr::Group do 
     | 
|
| 
       52 
54 
     | 
    
         
             
                let(:group_2)     { FactoryBot.create :group, target: :profit_and_loss }
         
     | 
| 
       53 
55 
     | 
    
         | 
| 
       54 
56 
     | 
    
         
             
                # Group for balance result
         
     | 
| 
       55 
     | 
    
         
            -
                let(:group_result){ FactoryBot.create :group, target: :liability, is_result: true }
         
     | 
| 
      
 57 
     | 
    
         
            +
                let(:group_result) { FactoryBot.create :group, target: :liability, is_result: true }
         
     | 
| 
       56 
58 
     | 
    
         | 
| 
       57 
59 
     | 
    
         
             
                # Accounts
         
     | 
| 
       58 
60 
     | 
    
         
             
                let(:account_1a)  { FactoryBot.create :account, number: '0001', keepr_group: group_1_1_1 }
         
     | 
| 
         @@ -62,40 +64,42 @@ describe Keepr::Group do 
     | 
|
| 
       62 
64 
     | 
    
         
             
                let(:account_2)   { FactoryBot.create :account, number: '8400', keepr_group: group_2, kind: :revenue }
         
     | 
| 
       63 
65 
     | 
    
         | 
| 
       64 
66 
     | 
    
         
             
                # Journals
         
     | 
| 
       65 
     | 
    
         
            -
                let!(:journal1)    
     | 
| 
       66 
     | 
    
         
            -
             
     | 
| 
       67 
     | 
    
         
            -
             
     | 
| 
       68 
     | 
    
         
            -
             
     | 
| 
       69 
     | 
    
         
            -
             
     | 
| 
       70 
     | 
    
         
            -
                 
     | 
| 
       71 
     | 
    
         
            -
             
     | 
| 
       72 
     | 
    
         
            -
             
     | 
| 
       73 
     | 
    
         
            -
             
     | 
| 
       74 
     | 
    
         
            -
             
     | 
| 
       75 
     | 
    
         
            -
             
     | 
| 
       76 
     | 
    
         
            -
             
     | 
| 
       77 
     | 
    
         
            -
             
     | 
| 
       78 
     | 
    
         
            -
             
     | 
| 
       79 
     | 
    
         
            -
             
     | 
| 
      
 67 
     | 
    
         
            +
                let!(:journal1)   do
         
     | 
| 
      
 68 
     | 
    
         
            +
                  Keepr::Journal.create! keepr_postings_attributes: [
         
     | 
| 
      
 69 
     | 
    
         
            +
                    { keepr_account: account_1a, amount: 100.99, side: 'debit' },
         
     | 
| 
      
 70 
     | 
    
         
            +
                    { keepr_account: account_2, amount: 100.99, side: 'credit' }
         
     | 
| 
      
 71 
     | 
    
         
            +
                  ]
         
     | 
| 
      
 72 
     | 
    
         
            +
                end
         
     | 
| 
      
 73 
     | 
    
         
            +
                let!(:journal2) do
         
     | 
| 
      
 74 
     | 
    
         
            +
                  Keepr::Journal.create! keepr_postings_attributes: [
         
     | 
| 
      
 75 
     | 
    
         
            +
                    { keepr_account: account_1b, amount: 100.99, side: 'debit' },
         
     | 
| 
      
 76 
     | 
    
         
            +
                    { keepr_account: account_2, amount: 100.99, side: 'credit' }
         
     | 
| 
      
 77 
     | 
    
         
            +
                  ]
         
     | 
| 
      
 78 
     | 
    
         
            +
                end
         
     | 
| 
      
 79 
     | 
    
         
            +
                let!(:journal3) do
         
     | 
| 
      
 80 
     | 
    
         
            +
                  Keepr::Journal.create! keepr_postings_attributes: [
         
     | 
| 
      
 81 
     | 
    
         
            +
                    { keepr_account: account_1c, amount: 100.99, side: 'debit' },
         
     | 
| 
      
 82 
     | 
    
         
            +
                    { keepr_account: account_2, amount: 100.99, side: 'credit' }
         
     | 
| 
      
 83 
     | 
    
         
            +
                  ]
         
     | 
| 
      
 84 
     | 
    
         
            +
                end
         
     | 
| 
       80 
85 
     | 
    
         | 
| 
       81 
86 
     | 
    
         
             
                context 'for normal groups' do
         
     | 
| 
       82 
     | 
    
         
            -
                  it  
     | 
| 
       83 
     | 
    
         
            -
                     
     | 
| 
       84 
     | 
    
         
            -
                    expect(group_1.keepr_postings).to eq( 
     | 
| 
       85 
     | 
    
         
            -
                    expect(group_1_1.keepr_postings).to eq( 
     | 
| 
       86 
     | 
    
         
            -
                    expect(group_1_1_1.keepr_postings).to eq( 
     | 
| 
       87 
     | 
    
         
            -
             
     | 
| 
       88 
     | 
    
         
            -
                     
     | 
| 
       89 
     | 
    
         
            -
                    expect(group_2.keepr_postings).to eq( 
     | 
| 
      
 87 
     | 
    
         
            +
                  it 'should return postings of all accounts within the group' do
         
     | 
| 
      
 88 
     | 
    
         
            +
                    postings1 = [journal1.debit_postings.first, journal2.debit_postings.first, journal3.debit_postings.first]
         
     | 
| 
      
 89 
     | 
    
         
            +
                    expect(group_1.keepr_postings).to eq(postings1)
         
     | 
| 
      
 90 
     | 
    
         
            +
                    expect(group_1_1.keepr_postings).to eq(postings1)
         
     | 
| 
      
 91 
     | 
    
         
            +
                    expect(group_1_1_1.keepr_postings).to eq(postings1)
         
     | 
| 
      
 92 
     | 
    
         
            +
             
     | 
| 
      
 93 
     | 
    
         
            +
                    postings2 = [journal1.credit_postings.first, journal2.credit_postings.first, journal3.credit_postings.first]
         
     | 
| 
      
 94 
     | 
    
         
            +
                    expect(group_2.keepr_postings).to eq(postings2)
         
     | 
| 
       90 
95 
     | 
    
         
             
                  end
         
     | 
| 
       91 
96 
     | 
    
         
             
                end
         
     | 
| 
       92 
97 
     | 
    
         | 
| 
       93 
     | 
    
         
            -
                context  
     | 
| 
       94 
     | 
    
         
            -
                  it  
     | 
| 
       95 
     | 
    
         
            -
                    result_postings = [ 
     | 
| 
       96 
     | 
    
         
            -
             
     | 
| 
       97 
     | 
    
         
            -
             
     | 
| 
       98 
     | 
    
         
            -
                                      ]
         
     | 
| 
      
 98 
     | 
    
         
            +
                context 'for result group' do
         
     | 
| 
      
 99 
     | 
    
         
            +
                  it 'should return postings for P&L accounts' do
         
     | 
| 
      
 100 
     | 
    
         
            +
                    result_postings = [journal1.credit_postings.first,
         
     | 
| 
      
 101 
     | 
    
         
            +
                                       journal2.credit_postings.first,
         
     | 
| 
      
 102 
     | 
    
         
            +
                                       journal3.credit_postings.first]
         
     | 
| 
       99 
103 
     | 
    
         | 
| 
       100 
104 
     | 
    
         
             
                    expect(group_result.keepr_postings).to eq(result_postings)
         
     | 
| 
       101 
105 
     | 
    
         
             
                  end
         
     | 
| 
         @@ -1,3 +1,5 @@ 
     | 
|
| 
      
 1 
     | 
    
         
            +
            # frozen_string_literal: true
         
     | 
| 
      
 2 
     | 
    
         
            +
             
     | 
| 
       1 
3 
     | 
    
         
             
            require 'spec_helper'
         
     | 
| 
       2 
4 
     | 
    
         | 
| 
       3 
5 
     | 
    
         
             
            describe Keepr::GroupsCreator do
         
     | 
| 
         @@ -6,7 +8,7 @@ describe Keepr::GroupsCreator do 
     | 
|
| 
       6 
8 
     | 
    
         
             
                  Keepr::GroupsCreator.new(:balance).run
         
     | 
| 
       7 
9 
     | 
    
         
             
                end
         
     | 
| 
       8 
10 
     | 
    
         | 
| 
       9 
     | 
    
         
            -
                it  
     | 
| 
      
 11 
     | 
    
         
            +
                it 'should create groups' do
         
     | 
| 
       10 
12 
     | 
    
         
             
                  expect(Keepr::Group.count).to eq(64)
         
     | 
| 
       11 
13 
     | 
    
         
             
                  expect(Keepr::Group.asset.count).to eq(36)
         
     | 
| 
       12 
14 
     | 
    
         
             
                  expect(Keepr::Group.liability.count).to eq(28)
         
     | 
| 
         @@ -15,7 +17,7 @@ describe Keepr::GroupsCreator do 
     | 
|
| 
       15 
17 
     | 
    
         
             
                  compare_with_source(Keepr::Group.liability, 'liability.txt')
         
     | 
| 
       16 
18 
     | 
    
         
             
                end
         
     | 
| 
       17 
19 
     | 
    
         | 
| 
       18 
     | 
    
         
            -
                it  
     | 
| 
      
 20 
     | 
    
         
            +
                it 'should create result group' do
         
     | 
| 
       19 
21 
     | 
    
         
             
                  expect(Keepr::Group.result).to be_a(Keepr::Group)
         
     | 
| 
       20 
22 
     | 
    
         
             
                end
         
     | 
| 
       21 
23 
     | 
    
         
             
              end
         
     | 
| 
         @@ -25,7 +27,7 @@ describe Keepr::GroupsCreator do 
     | 
|
| 
       25 
27 
     | 
    
         
             
                  Keepr::GroupsCreator.new(:profit_and_loss).run
         
     | 
| 
       26 
28 
     | 
    
         
             
                end
         
     | 
| 
       27 
29 
     | 
    
         | 
| 
       28 
     | 
    
         
            -
                it  
     | 
| 
      
 30 
     | 
    
         
            +
                it 'should create profit & loss groups' do
         
     | 
| 
       29 
31 
     | 
    
         
             
                  expect(Keepr::Group.count).to eq(31)
         
     | 
| 
       30 
32 
     | 
    
         
             
                  expect(Keepr::Group.profit_and_loss.count).to eq(31)
         
     | 
| 
       31 
33 
     | 
    
         | 
| 
         @@ -33,7 +35,8 @@ describe Keepr::GroupsCreator do 
     | 
|
| 
       33 
35 
     | 
    
         
             
                end
         
     | 
| 
       34 
36 
     | 
    
         
             
              end
         
     | 
| 
       35 
37 
     | 
    
         | 
| 
       36 
     | 
    
         
            -
            private
         
     | 
| 
      
 38 
     | 
    
         
            +
              private
         
     | 
| 
      
 39 
     | 
    
         
            +
             
     | 
| 
       37 
40 
     | 
    
         
             
              def compare_with_source(scope, filename)
         
     | 
| 
       38 
41 
     | 
    
         
             
                full_filename = File.join(File.dirname(__FILE__), "../../lib/keepr/groups_creator/#{filename}")
         
     | 
| 
       39 
42 
     | 
    
         
             
                source = File.read(full_filename)
         
     |