lucadeal 0.2.24 → 0.3.1

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data/CHANGELOG.md CHANGED
@@ -1,3 +1,21 @@
1
+ ## LucaDeal 0.3.1
2
+
3
+ * add `luca-deal invoices settle --search-terms` for late payment case.
4
+
5
+ ## LucaDeal 0.3.0
6
+
7
+ * implement `luca-deal reports balance` for unsettled balance by customer
8
+ * implement `luca-deal invoices settle` for import payment data from LucaBook
9
+
10
+ ## LucaDeal 0.2.25
11
+
12
+ * implement deduction rate for fee calculation.
13
+ * implement `luca-deal fee export`
14
+ * refine export label for luca-book compatibility
15
+ * add `luca-deal invoice create --monthly --with-fee` option.
16
+ * preview_mail can deliver regardless of `mail_delivered` status
17
+ * `luca-deal fee mail` skip no item record by default.
18
+
1
19
  ## LucaDeal 0.2.24
2
20
 
3
21
  * add `luca-deal invoices create --monthly --mail`, send payment list after monthly invoice creation.
data/README.md CHANGED
@@ -1,6 +1,8 @@
1
1
  # LucaDeal
2
2
 
3
3
  [![Gem Version](https://badge.fury.io/rb/lucadeal.svg)](https://badge.fury.io/rb/lucadeal)
4
+ [![doc](https://img.shields.io/badge/doc-rubydoc-green.svg)](https://www.rubydoc.info/gems/lucadeal/index)
5
+ ![license](https://img.shields.io/github/license/chumaltd/luca)
4
6
 
5
7
  LucaDeal is Sales contract management application.
6
8
 
@@ -10,6 +12,7 @@ Add this line to your application's Gemfile:
10
12
 
11
13
  ```ruby
12
14
  gem 'lucadeal'
15
+ gem 'mail' # If you don't use mail functionality, you can remove this line.
13
16
  ```
14
17
 
15
18
  And then execute:
@@ -155,9 +158,11 @@ Fields for sales fee are as bellows:
155
158
  | terms | | | | |
156
159
  | | category | | | If 'sales_fee', contract is treated as selling commission. |
157
160
  | | limit | | | If set, fees are calculated as mas as `limit` months. |
161
+ | | deduction_label | | | Label for deduction. Used on export |
158
162
  | rate | | optional | | |
159
163
  | | default | | | sales fee rate. |
160
164
  | | initial | | | sales fee rate for items of type=initial. |
165
+ | | deduction | | | deduction rate(if any) multiplied by fee |
161
166
 
162
167
 
163
168
  ### Invoice
@@ -165,7 +170,7 @@ Fields for sales fee are as bellows:
165
170
  Invoice is basically auto generated from Customer and Contract objects.
166
171
 
167
172
  | Top level | Second level | Description |
168
- |------------|--------------|------------------------------------------|
173
+ |------------+--------------+------------------------------------------|
169
174
  | id | | uuid |
170
175
  | issue_date | | |
171
176
  | due_date | | |
@@ -181,6 +186,10 @@ Invoice is basically auto generated from Customer and Contract objects.
181
186
  | | qty | quantity. Default: 1. |
182
187
  | | type | |
183
188
  | | product_id | refrence for Product |
189
+ | settled | | |
190
+ | | id | data source id for duplication check |
191
+ | | date | payment date |
192
+ | | amount | payment amount |
184
193
  | subtotal | | Array of subtotal by tax category. |
185
194
  | | items | amount of items |
186
195
  | | tax | amount of tax |
data/exe/luca-deal CHANGED
@@ -124,11 +124,12 @@ class LucaCmd
124
124
 
125
125
  class Invoice < LucaCmd
126
126
  def self.create(args = nil, params = {})
127
- case params['mode']
127
+ case params[:mode]
128
128
  when 'monthly'
129
129
  date = "#{args[0]}-#{args[1]}-#{args[2] || '1'}" if !args.empty?
130
130
  LucaDeal::Invoice.new(date).monthly_invoice
131
131
  LucaDeal::NoInvoice.new(date).monthly_invoice
132
+ LucaDeal::Fee.new(date).monthly_fee if params[:fee]
132
133
  if params[:mail]
133
134
  LucaDeal::Invoice.new(date).stats_email
134
135
  end
@@ -185,6 +186,11 @@ class LucaCmd
185
186
  end
186
187
  end
187
188
 
189
+ def self.report(args = nil, params = {})
190
+ date = Date.new(args[0].to_i, args[1].to_i, 1)
191
+ render(LucaDeal::Invoice.report(date, detail: params[:detail], due: params[:due]), params)
192
+ end
193
+
188
194
  def self.mail(args = nil, params = {})
189
195
  date = "#{args[0]}-#{args[1]}-#{args[2] || '1'}" if !args.empty?
190
196
  case params['mode']
@@ -194,11 +200,16 @@ class LucaCmd
194
200
  LucaDeal::Invoice.new(date).deliver_mail
195
201
  end
196
202
  end
203
+
204
+ def self.settle(args = nil, params = nil)
205
+ str = args[0].nil? ? STDIN.read : File.read(args[0])
206
+ LucaDeal::Invoice.settle(str, params[:term])
207
+ end
197
208
  end
198
209
 
199
210
  class Fee < LucaCmd
200
211
  def self.create(args = nil, params = {})
201
- case params['mode']
212
+ case params[:mode]
202
213
  when 'monthly'
203
214
  date = "#{args[0]}-#{args[1]}-#{args[2] || '1'}" if !args.empty?
204
215
  LucaDeal::Fee.new(date).monthly_fee
@@ -217,6 +228,15 @@ class LucaCmd
217
228
  end
218
229
  end
219
230
 
231
+ def self.export(args = nil, _params = nil)
232
+ if args
233
+ args << 28 if args.length == 2 # specify safe last day
234
+ LucaDeal::Fee.new(args.join('-')).export_json
235
+ else
236
+ LucaDeal::Fee.new.export_json
237
+ end
238
+ end
239
+
220
240
  def self.list(args = nil, params = {})
221
241
  date = "#{args[0]}-#{args[1]}-#{args[2] || '1'}" if !args.empty?
222
242
  if args.empty?
@@ -247,6 +267,12 @@ class LucaCmd
247
267
  puts JSON.dump(dat)
248
268
  when 'nu'
249
269
  LucaSupport::View.nushell(YAML.dump(dat))
270
+ when 'csv'
271
+ str = CSV.generate(String.new, col_sep: "\t") do |row|
272
+ row << dat.first.keys
273
+ dat.each { |d| row << d.values }
274
+ end
275
+ puts str
250
276
  else
251
277
  puts YAML.dump(dat)
252
278
  end
@@ -338,8 +364,9 @@ when /invoices?/, 'i'
338
364
  when 'create'
339
365
  OptionParser.new do |opt|
340
366
  opt.banner = 'Usage: luca-deal invoices create [options] --monthly|contract_id year month [date]'
341
- opt.on('--monthly', 'generate monthly data') { |_v| params['mode'] = 'monthly' }
342
367
  opt.on('--mail', 'send payment list by email. Only works with --monthly') { |_v| params[:mail] = true }
368
+ opt.on('--monthly', 'generate monthly data') { |_v| params[:mode] = 'monthly' }
369
+ opt.on('--with-fee', 'generate sales fee data after monthly invoice creation') { |_v| params[:fee] = true }
343
370
  args = opt.parse(ARGV)
344
371
  LucaCmd::Invoice.create(args, params)
345
372
  end
@@ -362,6 +389,14 @@ when /invoices?/, 'i'
362
389
  args = opt.parse(ARGV)
363
390
  LucaCmd::Invoice.mail(args, params)
364
391
  end
392
+ when 'settle'
393
+ params[:term] = 1
394
+ OptionParser.new do |opt|
395
+ opt.banner = 'Usage: luca-deal invoices settle [filepath]'
396
+ opt.on('--search-term VAL', 'search invoice N months before payment date. default: 1') { |v| params[:term] = v.to_i }
397
+ args = opt.parse(ARGV)
398
+ LucaCmd::Invoice.settle(args, params)
399
+ end
365
400
  else
366
401
  puts 'Proper subcommand needed.'
367
402
  puts
@@ -370,6 +405,29 @@ when /invoices?/, 'i'
370
405
  puts ' delete'
371
406
  puts ' list'
372
407
  puts ' mail: send mail with invoice'
408
+ puts ' settle'
409
+ exit 1
410
+ end
411
+ when /reports?/, 'r'
412
+ subcmd = ARGV.shift
413
+ case subcmd
414
+ when 'balance'
415
+ params[:detail] = false
416
+ params[:due] = false
417
+ OptionParser.new do |opt|
418
+ opt.banner = 'Usage: luca-deal r[eports] balance [options] [year month]'
419
+ opt.on('--nu', 'show table in nushell') { |_v| params[:output] = 'nu' }
420
+ opt.on('-o', '--output VAL', 'output serialized data') { |v| params[:output] = v }
421
+ opt.on('--detail', 'show detail info') { |_v| params[:detail] = true }
422
+ opt.on('--force-due', 'respect due date over actual payment') { |_v| params[:due] = true }
423
+ args = opt.parse(ARGV)
424
+ LucaCmd::Invoice.report(args, params)
425
+ end
426
+ else
427
+ puts 'Proper subcommand needed.'
428
+ puts
429
+ puts 'Usage: luca-deal r[eports] subcommand [--help|options]'
430
+ puts ' balance'
373
431
  exit 1
374
432
  end
375
433
  when 'new'
@@ -385,12 +443,14 @@ when /fee/
385
443
  when 'create'
386
444
  OptionParser.new do |opt|
387
445
  opt.banner = 'Usage: luca-deal fee create [options] year month [date]'
388
- opt.on('--monthly', 'generate monthly data') { |_v| params['mode'] = 'monthly' }
446
+ opt.on('--monthly', 'generate monthly data') { |_v| params[:mode] = 'monthly' }
389
447
  args = opt.parse(ARGV)
390
448
  LucaCmd::Fee.create(args, params)
391
449
  end
392
450
  when 'delete'
393
451
  LucaCmd::Fee.delete(ARGV)
452
+ when 'export'
453
+ LucaCmd::Fee.export(ARGV)
394
454
  when 'list'
395
455
  OptionParser.new do |opt|
396
456
  opt.banner = 'Usage: luca-deal fee list [options] year month [date]'
@@ -423,7 +483,9 @@ else
423
483
  puts 'Usage: luca-deal subcommand [options]'
424
484
  puts ' customers'
425
485
  puts ' contracts'
426
- puts ' invoices'
486
+ puts ' i[nvoices]'
487
+ puts ' fee'
488
+ puts ' r[eports]'
427
489
  puts ' new: initialize project dir'
428
490
  puts ' export: puts invoice data for LucaBook import'
429
491
  exit 1
@@ -69,11 +69,11 @@ module LucaDeal
69
69
  end
70
70
 
71
71
  def active_period?(dat)
72
- unless dat.dig('defunct').nil?
73
- defunct = dat.dig('defunct').respond_to?(:year) ? dat.dig('defunct') : Date.parse(dat.dig('defunct'))
72
+ unless dat['defunct'].nil?
73
+ defunct = dat['defunct'].respond_to?(:year) ? dat['defunct'] : Date.parse(dat['defunct'])
74
74
  return false if @date > defunct
75
75
  end
76
- effective = dat.dig('effective').respond_to?(:year) ? dat.dig('effective') : Date.parse(dat.dig('effective'))
76
+ effective = dat['effective'].respond_to?(:year) ? dat['effective'] : Date.parse(dat['effective'])
77
77
  @date >= effective
78
78
  end
79
79
 
data/lib/luca_deal/fee.rb CHANGED
@@ -1,6 +1,7 @@
1
1
  require 'luca_deal/version'
2
2
 
3
3
  require 'mail'
4
+ require 'json'
4
5
  require 'yaml'
5
6
  require 'pathname'
6
7
  require 'bigdecimal'
@@ -27,7 +28,16 @@ module LucaDeal
27
28
  @rate['initial'] = contract.dig('rate', 'initial') ? BigDecimal(contract.dig('rate', 'initial')) : @rate['default']
28
29
  limit = contract.dig('terms', 'limit')
29
30
 
30
- fee = { 'contract_id' => contract['id'], 'items' => [] }
31
+ fee = {
32
+ 'contract_id' => contract['id'],
33
+ 'items' => [],
34
+ 'sales_fee' => {
35
+ 'fee' => 0,
36
+ 'tax' => 0,
37
+ 'deduction' => 0,
38
+ 'deduction_label' => contract.dig('terms', 'deduction_label')
39
+ }
40
+ }
31
41
  fee['customer'] = get_customer(contract['customer_id'])
32
42
  fee['issue_date'] = @date
33
43
  Invoice.asof(@date.year, @date.month) do |invoice|
@@ -38,33 +48,36 @@ module LucaDeal
38
48
  rate = item['type'] == 'initial' ? @rate['initial'] : @rate['default']
39
49
  fee['items'] << fee_record(invoice, item, rate)
40
50
  end
41
- fee['sales_fee'] = subtotal(fee['items'])
51
+ subtotal(fee['items']).each{ |k, v| fee['sales_fee'][k] += v }
42
52
  end
43
53
  NoInvoice.asof(@date.year, @date.month) do |no_invoice|
44
54
  next if no_invoice.dig('sales_fee', 'id') != contract['id']
45
- next if exceed_limit?(invoice, limit)
55
+ next if exceed_limit?(no_invoice, limit)
46
56
 
47
57
  no_invoice['items'].each do |item|
48
58
  rate = item['type'] == 'initial' ? @rate['initial'] : @rate['default']
49
59
  fee['items'] << fee_record(no_invoice, item, rate)
50
60
  end
51
- fee['sales_fee'] = subtotal(fee['items'])
61
+ subtotal(fee['items']).each{ |k, v| fee['sales_fee'][k] += v }
52
62
  end
63
+ deduction_rate = contract.dig('rate', 'deduction')
64
+ fee['sales_fee']['deduction'] = -1 * (fee['sales_fee']['fee'] * deduction_rate).floor if deduction_rate
53
65
  self.class.create(fee, date: @date, codes: Array(contract['id']))
54
66
  end
55
67
  end
56
68
 
57
- def deliver_mail(attachment_type = nil, mode: nil)
69
+ def deliver_mail(attachment_type = nil, mode: nil, skip_no_item: true)
58
70
  attachment_type = CONFIG.dig('fee', 'attachment') || :html
59
71
  fees = self.class.asof(@date.year, @date.month)
60
72
  raise "No report for #{@date.year}/#{@date.month}" if fees.count.zero?
61
73
 
62
74
  fees.each do |dat, path|
63
75
  next if has_status?(dat, 'mail_delivered')
76
+ next if skip_no_item && dat['items'].empty?
64
77
 
65
78
  mail = compose_mail(dat, mode: mode, attachment: attachment_type.to_sym)
66
79
  LucaSupport::Mail.new(mail, PJDIR).deliver
67
- self.class.add_status!(path, 'mail_delivered')
80
+ self.class.add_status!(path, 'mail_delivered') if mode.nil?
68
81
  end
69
82
  end
70
83
 
@@ -88,7 +101,7 @@ module LucaDeal
88
101
 
89
102
  mail = Mail.new
90
103
  mail.to = dat.dig('customer', 'to') if mode.nil?
91
- mail.subject = CONFIG.dig('invoice', 'mail_subject') || 'Your Report is available'
104
+ mail.subject = CONFIG.dig('fee', 'mail_subject') || 'Your Report is available'
92
105
  if mode == :preview
93
106
  mail.cc = CONFIG.dig('mail', 'preview') || CONFIG.dig('mail', 'from')
94
107
  mail.subject = '[preview] ' + mail.subject
@@ -139,6 +152,35 @@ module LucaDeal
139
152
  end
140
153
  end
141
154
 
155
+ def export_json
156
+ labels = export_labels
157
+ [].tap do |res|
158
+ self.class.asof(@date.year, @date.month) do |dat|
159
+ item = {}
160
+ item['date'] = dat['issue_date']
161
+ item['debit'] = []
162
+ item['credit'] = []
163
+ sub = dat['sales_fee']
164
+ if readable(sub['fee']) != 0
165
+ item['debit'] << { 'label' => labels[:debit][:fee], 'amount' => readable(sub['fee']) }
166
+ item['credit'] << { 'label' => labels[:credit][:fee], 'amount' => readable(sub['fee']) }
167
+ end
168
+ if readable(sub['tax']) != 0
169
+ item['debit'] << { 'label' => labels[:debit][:tax], 'amount' => readable(sub['tax']) }
170
+ item['credit'] << { 'label' => labels[:credit][:tax], 'amount' => readable(sub['tax']) }
171
+ end
172
+ if readable(sub['deduction']) != 0
173
+ item['debit'] << { 'label' => labels[:debit][:deduction], 'amount' => readable(sub['deduction'] * -1) }
174
+ item['credit'] << { 'label' => sub['deduction_label'] || labels[:credit][:deduction], 'amount' => readable(sub['deduction'] * -1) }
175
+ end
176
+ item['x-customer'] = dat['customer']['name'] if dat.dig('customer', 'name')
177
+ item['x-editor'] = 'LucaDeal'
178
+ res << item
179
+ end
180
+ puts JSON.dump(res)
181
+ end
182
+ end
183
+
142
184
  def render_report(file_type = :html)
143
185
  case file_type
144
186
  when :html
@@ -173,13 +215,32 @@ module LucaDeal
173
215
  @sales_fee = readable(fee_dat['sales_fee'])
174
216
  @issue_date = fee_dat['issue_date']
175
217
  @due_date = fee_dat['due_date']
176
- @amount = readable(fee_dat['sales_fee'].inject(0) { |sum, (_k, v)| sum + v })
218
+ @amount = readable(fee_dat['sales_fee']
219
+ .reject{ |k, _v| k == 'deduction_label' }
220
+ .inject(0) { |sum, (_k, v)| sum + v })
177
221
  end
178
222
 
179
223
  def lib_path
180
224
  __dir__
181
225
  end
182
226
 
227
+ # TODO: load labels from CONFIG before country defaults
228
+ #
229
+ def export_labels
230
+ case CONFIG['country']
231
+ when 'jp'
232
+ {
233
+ debit: { fee: '支払手数料', tax: '支払手数料', deduction: '未払費用' },
234
+ credit: { fee: '未払費用', tax: '未払費用', deduction: '雑収入' }
235
+ }
236
+ else
237
+ {
238
+ debit: { fee: 'Fees and commisions', tax: 'Fees and commisions', deduction: 'Accounts payable - other' },
239
+ credit: { fee: 'Accounts payable - other', tax: 'Accounts payable - other', deduction: 'Miscellaneous income' }
240
+ }
241
+ end
242
+ end
243
+
183
244
  # load user company profile from config.
184
245
  #
185
246
  def set_company
@@ -201,6 +262,11 @@ module LucaDeal
201
262
  end
202
263
  end
203
264
 
265
+ def attachment_name(dat, type)
266
+ id = %r{/}.match(dat['id']) ? dat['id'].gsub('/', '') : dat['id'][0, 7]
267
+ "feereport-#{id}.#{type}"
268
+ end
269
+
204
270
  def issue_date(date)
205
271
  base = date.nil? ? Date.today : Date.parse(date)
206
272
  Date.new(base.year, base.month, -1)
@@ -5,6 +5,7 @@ require 'json'
5
5
  require 'yaml'
6
6
  require 'pathname'
7
7
  require 'bigdecimal'
8
+ require 'luca_support/code'
8
9
  require 'luca_support/config'
9
10
  require 'luca_support/mail'
10
11
  require 'luca_deal/contract'
@@ -20,21 +21,23 @@ module LucaDeal
20
21
  end
21
22
 
22
23
  def deliver_mail(attachment_type = nil, mode: nil)
23
- attachment_type = CONFIG.dig('invoice', 'attachment') || :html
24
24
  invoices = self.class.asof(@date.year, @date.month)
25
25
  raise "No invoice for #{@date.year}/#{@date.month}" if invoices.count.zero?
26
26
 
27
27
  invoices.each do |dat, path|
28
28
  next if has_status?(dat, 'mail_delivered')
29
29
 
30
- mail = compose_mail(dat, mode: mode, attachment: attachment_type.to_sym)
31
- LucaSupport::Mail.new(mail, PJDIR).deliver
32
- self.class.add_status!(path, 'mail_delivered')
30
+ deliver_one(dat, path, mode: mode, attachment_type: attachment_type)
33
31
  end
34
32
  end
35
33
 
36
34
  def preview_mail(attachment_type = nil)
37
- deliver_mail(attachment_type, mode: :preview)
35
+ invoices = self.class.asof(@date.year, @date.month)
36
+ raise "No invoice for #{@date.year}/#{@date.month}" if invoices.count.zero?
37
+
38
+ invoices.each do |dat, path|
39
+ deliver_one(dat, path, mode: :preview, attachment_type: attachment_type)
40
+ end
38
41
  end
39
42
 
40
43
  # Render HTML to console
@@ -74,6 +77,113 @@ module LucaDeal
74
77
  end
75
78
  end
76
79
 
80
+ def self.report(date, scan_years = 10, detail: false, due: false)
81
+ fy_end = Date.new(date.year, date.month, -1)
82
+ if detail
83
+ customers = {}.tap do |h|
84
+ Customer.all.each { |c| h[c['name']] = c }
85
+ end
86
+ end
87
+ [].tap do |res|
88
+ items = {}
89
+ head = date.prev_year(scan_years)
90
+ e = Enumerator.new do |yielder|
91
+ while head <= date
92
+ yielder << head
93
+ head = head.next_month
94
+ end
95
+ end
96
+ e.each do |d|
97
+ asof(d.year, d.month).map do |invoice|
98
+ if invoice['settled']
99
+ next if !due
100
+ settle_date = invoice['settled']['date'].class.name == "String" ? Date.parse(invoice['settled']['date']) : invoice['settled']['date']
101
+ next if (settle_date && settle_date <= fy_end)
102
+ end
103
+
104
+ customer = invoice.dig('customer', 'name')
105
+ items[customer] ||= { 'unsettled' => BigDecimal('0'), 'invoices' => [] }
106
+ items[customer]['unsettled'] += (invoice.dig('subtotal', 0, 'items') + invoice.dig('subtotal', 0, 'tax')||0)
107
+ items[customer]['invoices'] << invoice
108
+ end
109
+ end
110
+ items.each do |k, item|
111
+ row = {
112
+ 'customer' => k,
113
+ 'unsettled' => LucaSupport::Code.readable(item['unsettled']),
114
+ }
115
+ if detail
116
+ row['address'] = %Q(#{customers.dig(k, 'address')}#{customers.dig(k, 'address2')})
117
+ row['invoices'] = item['invoices'].map{ |i| { 'id' => i['id'], 'issue' => i['issue_date'].to_s } }
118
+ end
119
+ res << row
120
+ end
121
+ res.sort! { |a, b| b['unsettled'] <=> a['unsettled'] }
122
+ end
123
+ end
124
+
125
+ # === JSON Format:
126
+ # [
127
+ # {
128
+ # "journals" : [
129
+ # {
130
+ # "id": "2021A/U001",
131
+ # "header": "customer name",
132
+ # "diff": -20000
133
+ # }
134
+ # ]
135
+ # }
136
+ # ]
137
+ #
138
+ def self.settle(io, payment_terms = 1)
139
+ customers = {}.tap do |h|
140
+ Customer.all.each { |c| h[c['name']] = c }
141
+ end
142
+ contracts = {}.tap do |h|
143
+ Contract.all.each { |c| h[c['customer_id']] ||= []; h[c['customer_id']] << c }
144
+ end
145
+ JSON.parse(io).each do |d|
146
+ next if d['journals'].nil?
147
+
148
+ d['journals'].each do |j|
149
+ next if j['diff'] >= 0
150
+
151
+ if j['header'] == 'others'
152
+ STDERR.puts "#{j['id']}: no customer header found. skip"
153
+ next
154
+ end
155
+
156
+ ord = customers.map do |k, v|
157
+ [v, LucaSupport::Code.match_score(j['header'], k, 2)]
158
+ end
159
+ customer = ord.max { |x, y| x[1] <=> y[1] }.dig(0, 'id')
160
+
161
+ if customer
162
+ contract = contracts[customer].length == 1 ? contracts.dig(customer, 0, 'id') : nil
163
+ date = Date.parse(j['date'])
164
+ invoices = term(date.prev_month(payment_terms).year, date.prev_month(payment_terms).month, date.year, date.month, contract)
165
+ invoices.each do |invoice, _path|
166
+ next if invoice['customer']['id'] != customer
167
+ next if invoice['issue_date'] > date
168
+ if Regexp.new("^LucaBook/#{j['id']}").match invoice.dig('settled', 'id')||''
169
+ break
170
+ end
171
+
172
+ invoice['settled'] = {
173
+ 'id' => "LucaBook/#{j['id']}",
174
+ 'date' => j['date'],
175
+ 'amount' => j['diff']
176
+ }
177
+ save(invoice)
178
+ break
179
+ end
180
+ else
181
+ STDERR.puts "#{j['id']}: no customer found"
182
+ end
183
+ end
184
+ end
185
+ end
186
+
77
187
  # Output seriarized invoice data to stdout.
78
188
  # Returns previous N months on multiple count
79
189
  #
@@ -146,6 +256,7 @@ module LucaDeal
146
256
  end
147
257
 
148
258
  def export_json
259
+ labels = export_labels
149
260
  [].tap do |res|
150
261
  self.class.asof(@date.year, @date.month) do |dat|
151
262
  item = {}
@@ -153,10 +264,14 @@ module LucaDeal
153
264
  item['debit'] = []
154
265
  item['credit'] = []
155
266
  dat['subtotal'].map do |sub|
156
- item['debit'] << { 'label' => '売掛金', 'amount' => readable(sub['items']) }
157
- item['debit'] << { 'label' => '売掛金', 'amount' => readable(sub['tax']) }
158
- item['credit'] << { 'label' => '売上高', 'amount' => readable(sub['items']) }
159
- item['credit'] << { 'label' => '売上高', 'amount' => readable(sub['tax']) }
267
+ if readable(sub['items']) != 0
268
+ item['debit'] << { 'label' => labels[:debit][:items], 'amount' => readable(sub['items']) }
269
+ item['credit'] << { 'label' => labels[:credit][:items], 'amount' => readable(sub['items']) }
270
+ end
271
+ if readable(sub['tax']) != 0
272
+ item['debit'] << { 'label' => labels[:debit][:tax], 'amount' => readable(sub['tax']) }
273
+ item['credit'] << { 'label' => labels[:credit][:tax], 'amount' => readable(sub['tax']) }
274
+ end
160
275
  end
161
276
  item['x-customer'] = dat['customer']['name'] if dat.dig('customer', 'name')
162
277
  item['x-editor'] = 'LucaDeal'
@@ -257,10 +372,34 @@ module LucaDeal
257
372
  @amount = readable(invoice_dat['subtotal'].inject(0) { |sum, i| sum + i['items'] + i['tax'] })
258
373
  end
259
374
 
375
+ def deliver_one(invoice, path, mode: nil, attachment_type: nil)
376
+ attachment_type ||= CONFIG.dig('invoice', 'attachment') || :html
377
+ mail = compose_mail(invoice, mode: mode, attachment: attachment_type.to_sym)
378
+ LucaSupport::Mail.new(mail, PJDIR).deliver
379
+ self.class.add_status!(path, 'mail_delivered') if mode.nil?
380
+ end
381
+
260
382
  def lib_path
261
383
  __dir__
262
384
  end
263
385
 
386
+ # TODO: load labels from CONFIG before country defaults
387
+ #
388
+ def export_labels
389
+ case CONFIG['country']
390
+ when 'jp'
391
+ {
392
+ debit: { items: '売掛金', tax: '売掛金' },
393
+ credit: { items: '売上高', tax: '売上高' }
394
+ }
395
+ else
396
+ {
397
+ debit: { items: 'Accounts receivable - trade', tax: 'Accounts receivable - trade' },
398
+ credit: { items: 'Amount of Sales', tax: 'Amount of Sales' }
399
+ }
400
+ end
401
+ end
402
+
264
403
  # load user company profile from config.
265
404
  #
266
405
  def set_company
@@ -39,9 +39,13 @@
39
39
  <td class="price" colspan="3">Tax</td>
40
40
  <td class="price"><%= delimit_num( @sales_fee['tax'] ) %></td>
41
41
  </tr>
42
+ <tr>
43
+ <td class="price" colspan="3">Deduction</td>
44
+ <td class="price"><%= delimit_num( @sales_fee['deduction'] ) %></td>
45
+ </tr>
42
46
  <tr>
43
47
  <td class="price" colspan="3">Total</td>
44
- <td class="price"><%= delimit_num( @sales_fee['fee'] + @sales_fee['tax'] ) %></td>
48
+ <td class="price"><%= delimit_num(@sales_fee['fee'] + @sales_fee['tax'] + @sales_fee['deduction']) %></td>
45
49
  </tr>
46
50
  </table>
47
51
 
@@ -1,5 +1,5 @@
1
1
  # frozen_string_literal: true
2
2
 
3
3
  module LucaDeal
4
- VERSION = '0.2.24'
4
+ VERSION = '0.3.1'
5
5
  end
metadata CHANGED
@@ -1,14 +1,14 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: lucadeal
3
3
  version: !ruby/object:Gem::Version
4
- version: 0.2.24
4
+ version: 0.3.1
5
5
  platform: ruby
6
6
  authors:
7
7
  - Chuma Takahiro
8
8
  autorequire:
9
9
  bindir: exe
10
10
  cert_chain: []
11
- date: 2021-02-25 00:00:00.000000000 Z
11
+ date: 2022-05-19 00:00:00.000000000 Z
12
12
  dependencies:
13
13
  - !ruby/object:Gem::Dependency
14
14
  name: lucarecord
@@ -68,7 +68,7 @@ dependencies:
68
68
  version: 12.3.3
69
69
  description: 'Deal with contracts
70
70
 
71
- '
71
+ '
72
72
  email:
73
73
  - co.chuma@gmail.com
74
74
  executables:
@@ -118,7 +118,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
118
118
  - !ruby/object:Gem::Version
119
119
  version: '0'
120
120
  requirements: []
121
- rubygems_version: 3.2.3
121
+ rubygems_version: 3.3.5
122
122
  signing_key:
123
123
  specification_version: 4
124
124
  summary: Deal with contracts