plutus 0.11.0 → 0.12.2

data/app/views/plutus/accounts/index.html.erb

@@ -1,9 +1,11 @@
-<div class="plutus_container">
-<h1>Listing Accounts</h1>
+<div class="container">
+  <center>
+    <h1>General Ledger</h1>
+    <br>
+  </center>
 
-<table>
+<table class="table table-striped table-hover">
   <tr>
-    <th class="nobg">ID</th>
     <th>Name</th>
     <th>Type</th>
     <th>Credit Balance</th>
@@ -13,17 +15,12 @@
 
 <% @accounts.each do |account| %>
   <tr class="<%= cycle("even", "odd") -%>">
-    <td><%=link_to(account.id, account_path(account.id)) %></td>
     <td><%=h account.name %></td>
     <td><%=h account.type.sub('Plutus::','') %></td>
-    <td><%=h account.credits_balance %></td>
-    <td><%=h account.debits_balance %></td>
-    <td><%=h account.balance %></td>
+    <td><%=h account.credits_balance.round(2) %></td>
+    <td><%=h account.debits_balance.round(2) %></td>
+    <td><%=h account.balance.round(2) %></td>
   </tr>
 <% end %>
 </table>
-
-<br />
-
-<h3>Go to <%= link_to 'Entries', entries_path %></h3>
 </div>

data/app/views/plutus/entries/index.html.erb

@@ -1,10 +1,12 @@
-<div class="plutus_container">
-<h1>Entries</h1>
+<div class="container">
+  <center>
+    <h1>Journal</h1>
+    <br>
+  </center>
 
-<table cellspacing="0">
+<table class="table table-striped table-hover">
   <thead>
     <tr>
-      <th class="nobg">ID</th>
       <th>Description</th>
       <th>Debits</th>
       <th>Credits</th>
@@ -14,7 +16,6 @@
   <tbody>
   <% @entries.each do |entry| %>
     <tr class="<%= cycle("even", "odd") -%>">
-      <td><%=link_to(entry.id, entry_path(entry)) %></td>
       <td><%=h entry.description %></td>
       <td></td>
       <td></td>
@@ -22,27 +23,28 @@
     </tr>
     <% entry.debit_amounts.each do |debit_amount| %>
       <tr class="<%= cycle("odd", "odd") -%>">
-        <td></td>
         <td>&nbsp;&nbsp;&nbsp;&nbsp;<%=h "#{debit_amount.account.name}" %></td>
-        <td><%=h debit_amount.amount %></td>
+        <td><%=h debit_amount.amount.round(2) %></td>
         <td></td>
         <td></td>
       </tr>
     <% end %>
     <% entry.credit_amounts.each do |credit_amount| %>
       <tr class="<%= cycle("odd", "odd") -%>">
-        <td></td>
         <td>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<%=h "#{credit_amount.account.name}" %></td>
         <td></td>
-        <td><%=h credit_amount.amount %></td>
+        <td><%=h credit_amount.amount.round(2) %></td>
         <td></td>
       </tr>
     <% end %>
+    <tr class="<%= cycle("odd", "odd") -%>">
+        <td></td>
+        <td></td>
+        <td></td>
+        <td></td>
+    </tr>
   <% end %>
   </tbody>
 </table>
 
-<br />
-
-<h3>Go to <%= link_to 'Accounts', accounts_path %></h3>
 </div>

data/app/views/plutus/reports/_account.html.erb

@@ -0,0 +1,28 @@
+<table class="table table-striped table-hover">
+  <caption class="text-left"><b><%=name%></b></caption>
+  <thead>
+  <tr>
+    <th></th>
+    <th></th>
+  </tr>
+  </thead>
+<% if accounts.count > 0%>
+  <tbody>
+    <% running_total = 0 %>
+    <% accounts.each do |account| %>
+      <% balance = account.balance(:from_date => @from_date, :to_date => @to_date) %>
+      <tr class="<%= cycle("even", "odd") -%>">
+        <td><%=h account.name %></td>
+        <td><%=h balance.round(2) %></td>
+        <% running_total += balance %>
+      </tr>
+    <% end %>
+    <tr class="<%= cycle("even", "odd") -%>">
+      <strong>
+        <td>Total <%= name %></td>
+        <td><%= running_total.round(2) %></td>
+      </strong>
+    </tr>
+  </tbody>
+<% end %>
+</table>

data/app/views/plutus/reports/balance_sheet.html.erb

@@ -0,0 +1,21 @@
+<div class="container">
+  <center>
+    <h1>Balance Sheet</h1>
+
+    <%= form_tag({:action => 'balance_sheet'}, {:method => :get, :class => 'form-inline'}) do%>
+      <div class="form-group">
+      <%= label_tag :date, nil, class: 'sr-only'%>
+      <%= text_field_tag :date, @to_date, :class => 'datepicker form-control' %>
+      </div>
+      <button type="submit" class="btn btn-default">Get Report</button>
+    <% end %>
+  </center>
+
+  <br>
+
+  <%= render 'account', :name => "Assets", :accounts => @assets %>
+  <%= render 'account', :name => "Liabilities", :accounts => @liabilities %>
+  <%= render 'account', :name => "Equity", :accounts => @equity %>
+
+
+</div>

data/app/views/plutus/reports/income_statement.html.erb

@@ -0,0 +1,24 @@
+<div class="container">
+  <center>
+    <h1>Income Statement</h1>
+
+    <%= form_tag({:action => 'income_statement'}, {:method => :get, :class => 'form-inline'}) do%>
+      <div class="form-group">
+      <%= label_tag :from_date, nil, class: 'sr-only'%>
+      <%= text_field_tag :from_date, @from_date, :class => 'datepicker form-control', :placeholder => "Date" %>
+      </div>
+      <div class="form-group">
+      <%= label_tag :to_date, nil, class: 'sr-only'%>
+      <%= text_field_tag :to_date, @to_date, :class => 'datepicker form-control', :placeholder => "Date" %>
+      </div>
+      <button type="submit" class="btn btn-default">Get Report</button>
+    <% end %>
+  </center>
+
+  <br>
+
+  <%= render 'account', :name => "Revenues", :accounts => @revenues %>
+  <%= render 'account', :name => "Expenses", :accounts => @expenses %>
+
+
+</div>

data/config/routes.rb

@@ -1,6 +1,9 @@
 Plutus::Engine.routes.draw do
-  root :to => "accounts#index"
+  root :to => 'reports#balance_sheet'
 
-  resources :accounts
-  resources :entries
+  get 'reports/balance_sheet' => 'reports#balance_sheet'
+  get 'reports/income_statement' => 'reports#income_statement'
+
+  resources :accounts, only: [:index]
+  resources :entries, only: [:index]
 end

data/lib/generators/plutus/add_date_upgrade_generator.rb

@@ -0,0 +1,11 @@
+require 'rails/generators'
+require 'rails/generators/migration'
+require_relative 'base_generator'
+
+module Plutus
+  class AddDateUpgradeGenerator < BaseGenerator
+    def create_migration_file
+      migration_template 'add_date_migration.rb', 'db/migrate/add_date_to_plutus_entries.rb'
+    end
+  end
+end

data/lib/generators/plutus/base_generator.rb

@@ -0,0 +1,19 @@
+module Plutus
+  class BaseGenerator < Rails::Generators::Base
+    include Rails::Generators::Migration
+
+    def self.source_root
+      @source_root ||= File.join(File.dirname(__FILE__), 'templates')
+    end
+
+    # Implement the required interface for Rails::Generators::Migration.
+    # See http://apidock.com/rails/ActiveRecord/Generators/Base/next_migration_number/class
+    def self.next_migration_number(dirname)
+      if ActiveRecord::Base.timestamped_migrations
+        Time.now.utc.strftime("%Y%m%d%H%M%S")
+      else
+        "%.3d" % (current_migration_number(dirname) + 1)
+      end
+    end
+  end
+end

data/lib/generators/plutus/plutus_generator.rb

@@ -1,26 +1,12 @@
 # lib/generators/plutus/plutus_generator.rb
 require 'rails/generators'
 require 'rails/generators/migration'
-
-class PlutusGenerator < Rails::Generators::Base
- include Rails::Generators::Migration
-
- def self.source_root
-		@source_root ||= File.join(File.dirname(__FILE__), 'templates')
- end
-
- # Implement the required interface for Rails::Generators::Migration.
- # taken from http://github.com/rails/rails/blob/master/activerecord/lib/generators/active_record.rb
- def self.next_migration_number(dirname)
-	 if ActiveRecord::Base.timestamped_migrations
-		 Time.now.utc.strftime("%Y%m%d%H%M%S")
-	 else
-		 "%.3d" % (current_migration_number(dirname) + 1)
-	 end
- end
-
- def create_migration_file
-	 migration_template 'migration.rb', 'db/migrate/create_plutus_tables.rb'
- end
-
+require_relative 'base_generator'
+
+module Plutus
+  class PlutusGenerator < BaseGenerator
+    def create_migration_file
+      migration_template 'migration.rb', 'db/migrate/create_plutus_tables.rb'
+    end
+  end
 end

data/lib/generators/plutus/templates/add_date_migration.rb

@@ -0,0 +1,6 @@
+class AddDateToPlutusEntries < ActiveRecord::Migration
+  def change
+    add_column :plutus_entries, :date, :date
+    add_index :plutus_entries, :date
+  end
+end

data/lib/generators/plutus/templates/migration.rb

@@ -11,11 +11,13 @@ class CreatePlutusTables < ActiveRecord::Migration
 
     create_table :plutus_entries do |t|
       t.string :description
+      t.date :date
       t.integer :commercial_document_id
       t.string :commercial_document_type
 
       t.timestamps
     end
+    add_index :plutus_entries, :date
     add_index :plutus_entries, [:commercial_document_id, :commercial_document_type], :name => "index_entries_on_commercial_doc"
 
     create_table :plutus_amounts do |t|
@@ -23,7 +25,7 @@ class CreatePlutusTables < ActiveRecord::Migration
       t.references :account
       t.references :entry
       t.decimal :amount, :precision => 20, :scale => 10
-    end 
+    end
     add_index :plutus_amounts, :type
     add_index :plutus_amounts, [:account_id, :entry_id]
     add_index :plutus_amounts, [:entry_id, :account_id]

data/lib/generators/plutus/templates/update_migration.rb

@@ -5,10 +5,10 @@ class UpdatePlutusTables < ActiveRecord::Migration
     remove_index :plutus_amounts, [:account_id, :transaction_id]
     remove_index :plutus_amounts, [:transaction_id, :account_id]
     remove_index :plutus_transactions, column: [:commercial_document_id, :commercial_document_type], :name => "index_transactions_on_commercial_doc"
-    
+
     rename_table :plutus_transactions, :plutus_entries
     rename_column :plutus_amounts, :transaction_id, :entry_id
-    
+
     # adding the indexes back
     add_index :plutus_amounts, [:account_id, :entry_id]
     add_index :plutus_amounts, [:entry_id, :account_id]

data/lib/generators/plutus/tenancy_generator.rb

@@ -1,25 +1,10 @@
 # lib/generators/plutus/plutus_generator.rb
 require 'rails/generators'
 require 'rails/generators/migration'
+require_relative 'base_generator'
 
 module Plutus
-  class TenancyGenerator < Rails::Generators::Base
-    include Rails::Generators::Migration
-
-    def self.source_root
-      @source_root ||= File.join(File.dirname(__FILE__), 'templates')
-    end
-
-    # Implement the required interface for Rails::Generators::Migration.
-    # taken from http://github.com/rails/rails/blob/master/activerecord/lib/generators/active_record.rb
-    def self.next_migration_number(dirname)
-      if ActiveRecord::Base.timestamped_migrations
-        Time.now.utc.strftime("%Y%m%d%H%M%S")
-      else
-        "%.3d" % (current_migration_number(dirname) + 1)
-      end
-    end
-
+  class TenancyGenerator < BaseGenerator
     def create_migration_file
       migration_template 'tenant_migration.rb', 'db/migrate/tenant_plutus_tables.rb'
     end

data/lib/generators/plutus/upgrade_plutus_generator.rb

@@ -1,28 +1,12 @@
 # lib/generators/plutus/plutus_generator.rb
 require 'rails/generators'
 require 'rails/generators/migration'
+require_relative 'base_generator'
 
 module Plutus
-class UpgradePlutusGenerator < Rails::Generators::Base
- include Rails::Generators::Migration
-
- def self.source_root
-		@source_root ||= File.join(File.dirname(__FILE__), 'templates')
- end
-
- # Implement the required interface for Rails::Generators::Migration.
- # taken from http://github.com/rails/rails/blob/master/activerecord/lib/generators/active_record.rb
- def self.next_migration_number(dirname)
-	 if ActiveRecord::Base.timestamped_migrations
-		 Time.now.utc.strftime("%Y%m%d%H%M%S")
-	 else
-		 "%.3d" % (current_migration_number(dirname) + 1)
-	 end
- end
-
- def create_migration_file
-	 migration_template 'update_migration.rb', 'db/migrate/update_plutus_tables.rb'
- end
-
-end
+  class UpgradePlutusGenerator < BaseGenerator
+    def create_migration_file
+      migration_template 'update_migration.rb', 'db/migrate/update_plutus_tables.rb'
+    end
+  end
 end

data/lib/plutus/version.rb

@@ -1,3 +1,3 @@
 module Plutus
-  VERSION = "0.11.0"
+  VERSION = "0.12.2"
 end

data/spec/controllers/accounts_controller_spec.rb

@@ -2,27 +2,18 @@ require 'spec_helper'
 
 module Plutus
   describe AccountsController do
-    # Run these tests if you enable routing in your rails app. See README
+    routes { Plutus::Engine.routes }
 
-    #def mock_account(stubs={})
-      #@mock_account ||= mock_model(Account, stubs)
-    #end
-
-    #describe "GET index" do
-      #it "assigns all accounts as @accounts" do
-        #Account.stub(:find).with(:all).and_return([mock_account])
-        #get :index
-        #assigns[:accounts].should == [mock_account]
-      #end
-    #end
-
-    #describe "GET show" do
-      #it "assigns the requested account as @account" do
-        #Account.stub(:find).with("37").and_return(mock_account)
-        #get :show, :id => "37"
-        #assigns[:account].should equal(mock_account)
-      #end
-    #end
+    def mock_account(stubs={})
+      @mock_account ||= FactoryGirl.create(:asset)
+    end
 
+    describe "GET index" do
+      it "assigns all accounts as @accounts" do
+        Account.stub(:all).and_return([mock_account])
+        get :index
+        assigns[:accounts].should == [mock_account]
+      end
+    end
   end
 end

data/spec/controllers/entries_controller_spec.rb

@@ -2,27 +2,18 @@ require 'spec_helper'
 
 module Plutus
   describe EntriesController do
-    # Run these tests if you enable routing in your rails app. See README
+    routes { Plutus::Engine.routes }
 
-    #def mock_entry(stubs={})
-      #@mock_entry ||= mock_model(Entry, stubs)
-    #end
-
-    #describe "GET index" do
-      #it "assigns all entries as @entries" do
-        #Entry.stub(:find).with(:all).and_return([mock_entry])
-        #get :index
-        #assigns[:entries].should == [mock_entry]
-      #end
-    #end
-
-    #describe "GET show" do
-      #it "assigns the requested entry as @entry" do
-        #Entry.stub(:find).with("37").and_return(mock_entry)
-        #get :show, :id => "37"
-        #assigns[:entry].should equal(mock_entry)
-      #end
-    #end
+    def mock_entry(stubs={})
+      @mock_entry ||= FactoryGirl.create(:entry_with_credit_and_debit)
+    end
 
+    describe "GET index" do
+      it "assigns all entries as @entries" do
+        Entry.stub_chain(:limit, :order).and_return([mock_entry])
+        get :index
+        assigns[:entries].should == [mock_entry]
+      end
+    end
   end
 end