pacioli 0.0.8 → 0.0.9

data/lib/pacioli/account.rb

@@ -37,5 +37,19 @@ module Pacioli
     def balance
       debits.sum(&:amount) - credits.sum(&:amount)
     end
+
+    def credited_with_source_document?(source)
+      # has this account recorded a credit entry for the source document
+      self.transactions.select(&:credit?).map(&:journal_entry).select {|je| je.source == source}.any?
+    end
+
+    def debited_with_source_document?(source)
+      # has this account recorded a debit entry for the source document
+      self.transactions.select(&:debit?).map(&:journal_entry).select {|je| je.source == source}.any?
+    end
+
+    def self.for(name)
+      where(name: name)
+    end 
   end
 end

data/lib/pacioli/company.rb

@@ -11,6 +11,10 @@ module Pacioli
       Company.where(companyable_type: company.class.name, companyable_id: company.id).first 
     end
 
+    def fetch_account(name)
+      self.accounts.for(name).first
+    end
+
     def asset_accounts
       self.accounts.select(&:asset?)
     end

data/lib/pacioli/credit.rb

@@ -1,5 +1,9 @@
 module Pacioli
   class Credit < Transaction
 
+    def credit?
+      true
+    end
+
   end
 end

data/lib/pacioli/debit.rb

@@ -1,5 +1,9 @@
 module Pacioli
   class Debit < Transaction
 
+    def debit?
+      true
+    end
+
   end
 end

data/lib/pacioli/transaction.rb

@@ -3,5 +3,13 @@ module Pacioli
     belongs_to :journal_entry, foreign_key: :pacioli_journal_entry_id
     belongs_to :account, foreign_key: :pacioli_account_id
     belongs_to :customer, foreign_key: :pacioli_customer_id
+
+    def debit?
+      false
+    end
+
+    def credit?
+      false
+    end
   end
 end

data/lib/pacioli/version.rb

@@ -1,3 +1,3 @@
 module Pacioli
-  VERSION = "0.0.8"
+  VERSION = "0.0.9"
 end

data/spec/lib/pacioli/journal_entry_spec.rb

@@ -201,7 +201,7 @@ describe Pacioli::Account do
       end
     end
 
-    context "Recording against a customer" do
+    context "Recording against a customer with a source document" do
       before(:each) do
         @customer = @company.register_customer do
           with_name "Leonardo da Vinci"
@@ -214,6 +214,7 @@ describe Pacioli::Account do
 
           @company.record_journal_entry do
             with_description "Invoice 123 for November Rent"
+            with_source_document customer # source should be the invoice! 
             debit account: "Accounts Receivable", amount: 4500.00, against_customer: customer
             credit account: "Sales", amount: 4500.00
           end
@@ -223,6 +224,11 @@ describe Pacioli::Account do
           @customer.balance.should == 4500.00
         end
 
+        it "should have a recorded a debit entry against Accounts Receivable for the source document" do
+          @company.fetch_account("Accounts Receivable").debited_with_source_document?(@customer).should be_true
+          @company.fetch_account("Accounts Receivable").credited_with_source_document?(@customer).should be_false
+        end
+
         context "Customer makes a payment against the invoice" do
           before(:each) do
             customer = @customer

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: pacioli
 version: !ruby/object:Gem::Version
-  version: 0.0.8
+  version: 0.0.9
   prerelease: 
 platform: ruby
 authors:
@@ -13,7 +13,7 @@ date: 2013-01-18 00:00:00.000000000Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: activesupport
-  requirement: &70302660263700 !ruby/object:Gem::Requirement
+  requirement: &70268710502900 !ruby/object:Gem::Requirement
     none: false
     requirements:
     - - ! '>='
@@ -21,10 +21,10 @@ dependencies:
         version: '0'
   type: :runtime
   prerelease: false
-  version_requirements: *70302660263700
+  version_requirements: *70268710502900
 - !ruby/object:Gem::Dependency
   name: activerecord
-  requirement: &70302660263200 !ruby/object:Gem::Requirement
+  requirement: &70268710502400 !ruby/object:Gem::Requirement
     none: false
     requirements:
     - - ~>
@@ -32,10 +32,10 @@ dependencies:
         version: '3.0'
   type: :runtime
   prerelease: false
-  version_requirements: *70302660263200
+  version_requirements: *70268710502400
 - !ruby/object:Gem::Dependency
   name: i18n
-  requirement: &70302660262780 !ruby/object:Gem::Requirement
+  requirement: &70268710501980 !ruby/object:Gem::Requirement
     none: false
     requirements:
     - - ! '>='
@@ -43,10 +43,10 @@ dependencies:
         version: '0'
   type: :runtime
   prerelease: false
-  version_requirements: *70302660262780
+  version_requirements: *70268710501980
 - !ruby/object:Gem::Dependency
   name: combustion
-  requirement: &70302660262240 !ruby/object:Gem::Requirement
+  requirement: &70268710501440 !ruby/object:Gem::Requirement
     none: false
     requirements:
     - - ~>
@@ -54,7 +54,7 @@ dependencies:
         version: 0.3.1
   type: :development
   prerelease: false
-  version_requirements: *70302660262240
+  version_requirements: *70268710501440
 description: A double-entry bookkeeping system for Ruby on Rails
 email:
 - jeffmess@gmail.com