RubyGems - plutus - Versions diffs - 0.11.0 → 0.16 - Mend

plutus 0.11.0 → 0.16

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.

Files changed (64) hide show

checksums.yaml +5 -5
data/README.markdown +66 -40
data/app/assets/javascripts/plutus/application.js +5 -4
data/app/assets/javascripts/plutus/reports.js +5 -0
data/app/assets/stylesheets/bootstrap-theme.min.css +5 -0
data/app/assets/stylesheets/bootstrap.min.css +5 -0
data/app/assets/stylesheets/plutus/application.css +11 -5
data/app/controllers/plutus/accounts_controller.rb +1 -16
data/app/controllers/plutus/application_controller.rb +4 -0
data/app/controllers/plutus/entries_controller.rb +7 -17
data/app/controllers/plutus/reports_controller.rb +40 -0
data/app/models/plutus/account.rb +92 -7
data/app/models/plutus/amount.rb +2 -11
data/app/models/plutus/amounts_extension.rb +31 -6
data/app/models/plutus/asset.rb +21 -18
data/app/models/plutus/entry.rb +15 -3
data/app/models/plutus/equity.rb +22 -19
data/app/models/plutus/expense.rb +21 -18
data/app/models/plutus/liability.rb +27 -19
data/app/models/plutus/revenue.rb +22 -19
data/app/models/plutus/tenancy.rb +5 -1
data/app/views/layouts/plutus/_messages.html.erb +9 -0
data/app/views/layouts/plutus/_navigation.html.erb +19 -0
data/app/views/layouts/plutus/_navigation_links.html.erb +5 -0
data/app/views/layouts/plutus/application.html.erb +19 -0
data/app/views/plutus/accounts/index.html.erb +9 -12
data/app/views/plutus/entries/index.html.erb +22 -11
data/app/views/plutus/reports/_account.html.erb +28 -0
data/app/views/plutus/reports/balance_sheet.html.erb +21 -0
data/app/views/plutus/reports/income_statement.html.erb +24 -0
data/config/routes.rb +6 -3
data/{lib/generators/plutus/templates/migration.rb → db/migrate/20160422010135_create_plutus_tables.rb} +6 -10
data/lib/generators/plutus/add_date_upgrade_generator.rb +11 -0
data/lib/generators/plutus/base_generator.rb +19 -0
data/lib/generators/plutus/plutus_generator.rb +8 -22
data/lib/generators/plutus/templates/add_date_migration.rb +12 -0
data/lib/generators/plutus/templates/tenant_migration.rb +1 -1
data/lib/generators/plutus/templates/update_migration.rb +2 -2
data/lib/generators/plutus/tenancy_generator.rb +2 -17
data/lib/generators/plutus/upgrade_plutus_generator.rb +6 -22
data/lib/plutus.rb +2 -5
data/lib/plutus/engine.rb +5 -0
data/lib/plutus/version.rb +1 -1
data/spec/controllers/accounts_controller_spec.rb +11 -20
data/spec/controllers/entries_controller_spec.rb +11 -20
data/spec/controllers/reports_controller_spec.rb +24 -0
data/spec/factories/account_factory.rb +6 -6
data/spec/factories/amount_factory.rb +3 -3
data/spec/factories/entry_factory.rb +1 -1
data/spec/factories/tenant_factory.rb +12 -0
data/spec/models/account_spec.rb +71 -8
data/spec/models/amount_spec.rb +6 -1
data/spec/models/entry_spec.rb +35 -63
data/spec/models/tenancy_spec.rb +26 -8
data/spec/routing/accounts_routing_spec.rb +6 -25
data/spec/routing/entries_routing_spec.rb +6 -25
data/spec/spec_helper.rb +4 -2
data/spec/support/account_shared_examples.rb +14 -10
data/spec/support/amount_shared_examples.rb +4 -4
data/spec/support/shoulda_matchers.rb +8 -0
metadata +100 -28
data/app/views/plutus/accounts/show.html.erb +0 -59
data/app/views/plutus/entries/show.html.erb +0 -46
data/spec/schema.rb +0 -31

data/app/models/plutus/tenancy.rb CHANGED

@@ -5,7 +5,11 @@ module Plutus
     included do
       validates :name, presence: true, uniqueness: { scope: :tenant_id }
-      belongs_to :tenant, class_name: Plutus.tenant_class
+      if ActiveRecord::VERSION::MAJOR > 4
+        belongs_to :tenant, class_name: Plutus.tenant_class, optional: true
+      else
+        belongs_to :tenant, class_name: Plutus.tenant_class
+      end
     end
   end
 end

data/app/views/layouts/plutus/_messages.html.erb ADDED

@@ -0,0 +1,9 @@
+<%# Rails flash messages styled for Bootstrap 3.0 %>
+<% flash.each do |name, msg| %>
+  <% if msg.is_a?(String) %>
+    <div class="alert alert-<%= name.to_s == 'notice' ? 'success' : 'danger' %>">
+      <button type="button" class="close" data-dismiss="alert" aria-hidden="true">&times;</button>
+      <%= content_tag :div, msg, :id => "flash_#{name}" %>
+    </div>
+  <% end %>
+<% end %>

data/app/views/layouts/plutus/_navigation.html.erb ADDED

@@ -0,0 +1,19 @@
+<%# navigation styled for Bootstrap 3.0 %>
+<nav class="navbar navbar-default navbar-fixed-top">
+  <div class="container">
+    <div class="navbar-header">
+      <button type="button" class="navbar-toggle" data-toggle="collapse" data-target=".navbar-collapse">
+        <span class="sr-only">Toggle navigation</span>
+        <span class="icon-bar"></span>
+        <span class="icon-bar"></span>
+        <span class="icon-bar"></span>
+      </button>
+      <a class="navbar-brand" href="/">&nbsp;Plutus</a>
+    </div>
+    <div class="collapse navbar-collapse">
+      <ul class="nav navbar-nav">
+        <%= render 'layouts/plutus/navigation_links' %>
+      </ul>
+    </div>
+  </div>
+</nav>

data/app/views/layouts/plutus/_navigation_links.html.erb ADDED

@@ -0,0 +1,5 @@
+<%# add navigation links to this file %>
+<li><%= link_to "Balance Sheet", reports_balance_sheet_path%></li>
+<li><%= link_to "Income Statement", reports_income_statement_path%></li>
+<li><%= link_to "General Ledger", accounts_path%></li>
+<li><%= link_to "Journal", entries_path%></li>

data/app/views/layouts/plutus/application.html.erb ADDED

@@ -0,0 +1,19 @@
+<!DOCTYPE html>
+<html>
+<head>
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>Plutus</title>
+  <%= stylesheet_link_tag    "plutus/application", media: "all" %>
+  <%= javascript_include_tag "plutus/application" %>
+  <%= csrf_meta_tags %>
+</head>
+<body>
+    <header>
+      <%= render 'layouts/plutus/navigation' %>
+    </header>
+    <main role="main">
+       <%= render 'layouts/plutus/messages' %>
+       <%= yield %>
+    </main>
+</body>
+</html>

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

@@ -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 CHANGED

@@ -1,10 +1,19 @@
-<div class="plutus_container">
-<h1>Entries</h1>
+<div class="container">
+  <center>
+    <h1>Journal</h1>
+    <br>
+    <%= form_tag({:action => 'index'}, {:method => :get, :class => 'form-inline'}) do%>
+      <div class="form-group">
+      Per page: <%= select_tag :limit, options_for_select([25, 100, 200, 300], selected: params[:limit]), class: 'form-control' %>
+      Order: <%= select_tag :order, options_for_select(['descending', 'ascending'], selected: params[:order]), class: 'form-control' %>
+      </div>
+      <button type="submit" class="btn btn-default">Refresh</button>
+    <% end %>
+  </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 +23,6 @@
   <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 +30,30 @@
     </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 />
+<%= paginate @entries %>
-<h3>Go to <%= link_to 'Accounts', accounts_path %></h3>
 </div>

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

@@ -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 ADDED

@@ -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 ADDED

@@ -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 CHANGED

@@ -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/templates/migration.rb → db/migrate/20160422010135_create_plutus_tables.rb} RENAMED

@@ -1,9 +1,9 @@
-class CreatePlutusTables < ActiveRecord::Migration
-  def self.up
+class CreatePlutusTables < ActiveRecord::Migration[4.2]
+  def change
     create_table :plutus_accounts do |t|
       t.string :name
       t.string :type
-      t.boolean :contra
+      t.boolean :contra, default: false
       t.timestamps
     end
@@ -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|
@@ -23,15 +25,9 @@ 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]
   end
-  def self.down
-    drop_table :plutus_accounts
-    drop_table :plutus_entries
-    drop_table :plutus_amounts
-  end
 end

data/lib/generators/plutus/add_date_upgrade_generator.rb ADDED

@@ -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 ADDED

@@ -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 CHANGED

@@ -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 ADDED

@@ -0,0 +1,12 @@
+class AddDateToPlutusEntries < ActiveRecord::Migration[4.2]
+  def change
+    add_column :plutus_entries, :date, :date
+    add_index :plutus_entries, :date
+		execute <<-SQL
+			UPDATE plutus_entries
+      SET date = created_at
+      WHERE date is null
+		SQL
+  end
+end

data/lib/generators/plutus/templates/tenant_migration.rb CHANGED

@@ -1,4 +1,4 @@
-class TenantPlutusTables < ActiveRecord::Migration
+class TenantPlutusTables < ActiveRecord::Migration[4.2]
   def change
     # add a tenant column to plutus accounts table.
     add_column :plutus_accounts, :tenant_id, :integer, index: true

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

@@ -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 CHANGED

@@ -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 CHANGED

@@ -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