plutus 0.11.0 → 0.16
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- 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
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@@ -5,7 +5,11 @@ module Plutus
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included do
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validates :name, presence: true, uniqueness: { scope: :tenant_id }
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-
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if ActiveRecord::VERSION::MAJOR > 4
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belongs_to :tenant, class_name: Plutus.tenant_class, optional: true
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else
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belongs_to :tenant, class_name: Plutus.tenant_class
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end
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end
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end
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end
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@@ -0,0 +1,9 @@
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<%# Rails flash messages styled for Bootstrap 3.0 %>
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<% flash.each do |name, msg| %>
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<% if msg.is_a?(String) %>
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<div class="alert alert-<%= name.to_s == 'notice' ? 'success' : 'danger' %>">
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<button type="button" class="close" data-dismiss="alert" aria-hidden="true">×</button>
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<%= content_tag :div, msg, :id => "flash_#{name}" %>
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</div>
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<% end %>
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<% end %>
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<%# navigation styled for Bootstrap 3.0 %>
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<nav class="navbar navbar-default navbar-fixed-top">
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<div class="container">
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<div class="navbar-header">
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<button type="button" class="navbar-toggle" data-toggle="collapse" data-target=".navbar-collapse">
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<span class="sr-only">Toggle navigation</span>
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<span class="icon-bar"></span>
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<span class="icon-bar"></span>
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<span class="icon-bar"></span>
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</button>
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<a class="navbar-brand" href="/"> Plutus</a>
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</div>
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<div class="collapse navbar-collapse">
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<ul class="nav navbar-nav">
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<%= render 'layouts/plutus/navigation_links' %>
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</ul>
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</div>
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</div>
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</nav>
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<%# add navigation links to this file %>
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<li><%= link_to "Balance Sheet", reports_balance_sheet_path%></li>
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<li><%= link_to "Income Statement", reports_income_statement_path%></li>
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<li><%= link_to "General Ledger", accounts_path%></li>
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<li><%= link_to "Journal", entries_path%></li>
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<!DOCTYPE html>
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<html>
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>Plutus</title>
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<%= stylesheet_link_tag "plutus/application", media: "all" %>
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<%= javascript_include_tag "plutus/application" %>
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<%= csrf_meta_tags %>
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</head>
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<body>
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<header>
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<%= render 'layouts/plutus/navigation' %>
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</header>
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<main role="main">
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<%= render 'layouts/plutus/messages' %>
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<%= yield %>
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</main>
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</body>
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</html>
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<div class="
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<
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<div class="container">
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<center>
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<h1>General Ledger</h1>
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<br>
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</center>
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<table>
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<table class="table table-striped table-hover">
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<tr>
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<th class="nobg">ID</th>
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<th>Name</th>
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<th>Type</th>
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<th>Credit Balance</th>
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<% @accounts.each do |account| %>
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<tr class="<%= cycle("even", "odd") -%>">
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<td><%=link_to(account.id, account_path(account.id)) %></td>
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<td><%=h account.name %></td>
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<td><%=h account.type.sub('Plutus::','') %></td>
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<td><%=h account.credits_balance %></td>
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<td><%=h account.debits_balance %></td>
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<td><%=h account.balance %></td>
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<td><%=h account.credits_balance.round(2) %></td>
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<td><%=h account.debits_balance.round(2) %></td>
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<td><%=h account.balance.round(2) %></td>
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</tr>
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<% end %>
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</table>
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<br />
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<h3>Go to <%= link_to 'Entries', entries_path %></h3>
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</div>
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<div class="
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<
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<div class="container">
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<center>
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<h1>Journal</h1>
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<br>
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<%= form_tag({:action => 'index'}, {:method => :get, :class => 'form-inline'}) do%>
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<div class="form-group">
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Per page: <%= select_tag :limit, options_for_select([25, 100, 200, 300], selected: params[:limit]), class: 'form-control' %>
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Order: <%= select_tag :order, options_for_select(['descending', 'ascending'], selected: params[:order]), class: 'form-control' %>
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</div>
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<button type="submit" class="btn btn-default">Refresh</button>
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<% end %>
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</center>
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<table
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<table class="table table-striped table-hover">
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<thead>
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<tr>
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<th class="nobg">ID</th>
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<th>Description</th>
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<th>Debits</th>
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<th>Credits</th>
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<tbody>
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<% @entries.each do |entry| %>
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<tr class="<%= cycle("even", "odd") -%>">
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<td><%=link_to(entry.id, entry_path(entry)) %></td>
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<td><%=h entry.description %></td>
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<td></td>
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<td></td>
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</tr>
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<% entry.debit_amounts.each do |debit_amount| %>
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<tr class="<%= cycle("odd", "odd") -%>">
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<td></td>
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<td> <%=h "#{debit_amount.account.name}" %></td>
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<td><%=h debit_amount.amount %></td>
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<td><%=h debit_amount.amount.round(2) %></td>
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<td></td>
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<td></td>
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</tr>
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<% end %>
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<% entry.credit_amounts.each do |credit_amount| %>
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<tr class="<%= cycle("odd", "odd") -%>">
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<td></td>
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<td> <%=h "#{credit_amount.account.name}" %></td>
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<td></td>
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<td><%=h credit_amount.amount %></td>
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<td><%=h credit_amount.amount.round(2) %></td>
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<td></td>
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</tr>
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<% end %>
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<tr class="<%= cycle("odd", "odd") -%>">
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<td></td>
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<td></td>
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<td></td>
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<td></td>
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</tr>
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<% end %>
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</tbody>
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</table>
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-
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<%= paginate @entries %>
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<h3>Go to <%= link_to 'Accounts', accounts_path %></h3>
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</div>
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<table class="table table-striped table-hover">
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<caption class="text-left"><b><%=name%></b></caption>
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<thead>
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<tr>
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<th></th>
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<th></th>
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</tr>
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</thead>
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<% if accounts.count > 0%>
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<tbody>
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<% running_total = 0 %>
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<% accounts.each do |account| %>
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<% balance = account.balance(:from_date => @from_date, :to_date => @to_date) %>
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<tr class="<%= cycle("even", "odd") -%>">
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<td><%=h account.name %></td>
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<td><%=h balance.round(2) %></td>
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<% running_total += balance %>
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</tr>
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<% end %>
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<tr class="<%= cycle("even", "odd") -%>">
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<strong>
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<td>Total <%= name %></td>
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<td><%= running_total.round(2) %></td>
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</strong>
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</tr>
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</tbody>
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<% end %>
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</table>
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<div class="container">
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<center>
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<h1>Balance Sheet</h1>
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<%= form_tag({:action => 'balance_sheet'}, {:method => :get, :class => 'form-inline'}) do%>
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<div class="form-group">
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<%= label_tag :date, nil, class: 'sr-only'%>
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<%= text_field_tag :date, @to_date, :class => 'datepicker form-control' %>
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</div>
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<button type="submit" class="btn btn-default">Get Report</button>
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<% end %>
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</center>
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<br>
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<%= render 'account', :name => "Assets", :accounts => @assets %>
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<%= render 'account', :name => "Liabilities", :accounts => @liabilities %>
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<%= render 'account', :name => "Equity", :accounts => @equity %>
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</div>
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<div class="container">
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<center>
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<h1>Income Statement</h1>
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<%= form_tag({:action => 'income_statement'}, {:method => :get, :class => 'form-inline'}) do%>
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<div class="form-group">
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<%= label_tag :from_date, nil, class: 'sr-only'%>
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<%= text_field_tag :from_date, @from_date, :class => 'datepicker form-control', :placeholder => "Date" %>
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</div>
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<div class="form-group">
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<%= label_tag :to_date, nil, class: 'sr-only'%>
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<%= text_field_tag :to_date, @to_date, :class => 'datepicker form-control', :placeholder => "Date" %>
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</div>
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<button type="submit" class="btn btn-default">Get Report</button>
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<% end %>
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</center>
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<br>
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<%= render 'account', :name => "Revenues", :accounts => @revenues %>
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<%= render 'account', :name => "Expenses", :accounts => @expenses %>
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</div>
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data/config/routes.rb
CHANGED
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@@ -1,6 +1,9 @@
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Plutus::Engine.routes.draw do
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root :to =>
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root :to => 'reports#balance_sheet'
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-
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get 'reports/balance_sheet' => 'reports#balance_sheet'
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get 'reports/income_statement' => 'reports#income_statement'
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resources :accounts, only: [:index]
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8
|
+
resources :entries, only: [:index]
|
|
6
9
|
end
|
|
@@ -1,9 +1,9 @@
|
|
|
1
|
-
class CreatePlutusTables < ActiveRecord::Migration
|
|
2
|
-
def
|
|
1
|
+
class CreatePlutusTables < ActiveRecord::Migration[4.2]
|
|
2
|
+
def change
|
|
3
3
|
create_table :plutus_accounts do |t|
|
|
4
4
|
t.string :name
|
|
5
5
|
t.string :type
|
|
6
|
-
t.boolean :contra
|
|
6
|
+
t.boolean :contra, default: false
|
|
7
7
|
|
|
8
8
|
t.timestamps
|
|
9
9
|
end
|
|
@@ -11,11 +11,13 @@ class CreatePlutusTables < ActiveRecord::Migration
|
|
|
11
11
|
|
|
12
12
|
create_table :plutus_entries do |t|
|
|
13
13
|
t.string :description
|
|
14
|
+
t.date :date
|
|
14
15
|
t.integer :commercial_document_id
|
|
15
16
|
t.string :commercial_document_type
|
|
16
17
|
|
|
17
18
|
t.timestamps
|
|
18
19
|
end
|
|
20
|
+
add_index :plutus_entries, :date
|
|
19
21
|
add_index :plutus_entries, [:commercial_document_id, :commercial_document_type], :name => "index_entries_on_commercial_doc"
|
|
20
22
|
|
|
21
23
|
create_table :plutus_amounts do |t|
|
|
@@ -23,15 +25,9 @@ class CreatePlutusTables < ActiveRecord::Migration
|
|
|
23
25
|
t.references :account
|
|
24
26
|
t.references :entry
|
|
25
27
|
t.decimal :amount, :precision => 20, :scale => 10
|
|
26
|
-
end
|
|
28
|
+
end
|
|
27
29
|
add_index :plutus_amounts, :type
|
|
28
30
|
add_index :plutus_amounts, [:account_id, :entry_id]
|
|
29
31
|
add_index :plutus_amounts, [:entry_id, :account_id]
|
|
30
32
|
end
|
|
31
|
-
|
|
32
|
-
def self.down
|
|
33
|
-
drop_table :plutus_accounts
|
|
34
|
-
drop_table :plutus_entries
|
|
35
|
-
drop_table :plutus_amounts
|
|
36
|
-
end
|
|
37
33
|
end
|
|
@@ -0,0 +1,11 @@
|
|
|
1
|
+
require 'rails/generators'
|
|
2
|
+
require 'rails/generators/migration'
|
|
3
|
+
require_relative 'base_generator'
|
|
4
|
+
|
|
5
|
+
module Plutus
|
|
6
|
+
class AddDateUpgradeGenerator < BaseGenerator
|
|
7
|
+
def create_migration_file
|
|
8
|
+
migration_template 'add_date_migration.rb', 'db/migrate/add_date_to_plutus_entries.rb'
|
|
9
|
+
end
|
|
10
|
+
end
|
|
11
|
+
end
|
|
@@ -0,0 +1,19 @@
|
|
|
1
|
+
module Plutus
|
|
2
|
+
class BaseGenerator < Rails::Generators::Base
|
|
3
|
+
include Rails::Generators::Migration
|
|
4
|
+
|
|
5
|
+
def self.source_root
|
|
6
|
+
@source_root ||= File.join(File.dirname(__FILE__), 'templates')
|
|
7
|
+
end
|
|
8
|
+
|
|
9
|
+
# Implement the required interface for Rails::Generators::Migration.
|
|
10
|
+
# See http://apidock.com/rails/ActiveRecord/Generators/Base/next_migration_number/class
|
|
11
|
+
def self.next_migration_number(dirname)
|
|
12
|
+
if ActiveRecord::Base.timestamped_migrations
|
|
13
|
+
Time.now.utc.strftime("%Y%m%d%H%M%S")
|
|
14
|
+
else
|
|
15
|
+
"%.3d" % (current_migration_number(dirname) + 1)
|
|
16
|
+
end
|
|
17
|
+
end
|
|
18
|
+
end
|
|
19
|
+
end
|
|
@@ -1,26 +1,12 @@
|
|
|
1
1
|
# lib/generators/plutus/plutus_generator.rb
|
|
2
2
|
require 'rails/generators'
|
|
3
3
|
require 'rails/generators/migration'
|
|
4
|
-
|
|
5
|
-
|
|
6
|
-
|
|
7
|
-
|
|
8
|
-
|
|
9
|
-
|
|
10
|
-
|
|
11
|
-
|
|
12
|
-
# Implement the required interface for Rails::Generators::Migration.
|
|
13
|
-
# taken from http://github.com/rails/rails/blob/master/activerecord/lib/generators/active_record.rb
|
|
14
|
-
def self.next_migration_number(dirname)
|
|
15
|
-
if ActiveRecord::Base.timestamped_migrations
|
|
16
|
-
Time.now.utc.strftime("%Y%m%d%H%M%S")
|
|
17
|
-
else
|
|
18
|
-
"%.3d" % (current_migration_number(dirname) + 1)
|
|
19
|
-
end
|
|
20
|
-
end
|
|
21
|
-
|
|
22
|
-
def create_migration_file
|
|
23
|
-
migration_template 'migration.rb', 'db/migrate/create_plutus_tables.rb'
|
|
24
|
-
end
|
|
25
|
-
|
|
4
|
+
require_relative 'base_generator'
|
|
5
|
+
|
|
6
|
+
module Plutus
|
|
7
|
+
class PlutusGenerator < BaseGenerator
|
|
8
|
+
def create_migration_file
|
|
9
|
+
migration_template 'migration.rb', 'db/migrate/create_plutus_tables.rb'
|
|
10
|
+
end
|
|
11
|
+
end
|
|
26
12
|
end
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
class AddDateToPlutusEntries < ActiveRecord::Migration[4.2]
|
|
2
|
+
def change
|
|
3
|
+
add_column :plutus_entries, :date, :date
|
|
4
|
+
add_index :plutus_entries, :date
|
|
5
|
+
|
|
6
|
+
execute <<-SQL
|
|
7
|
+
UPDATE plutus_entries
|
|
8
|
+
SET date = created_at
|
|
9
|
+
WHERE date is null
|
|
10
|
+
SQL
|
|
11
|
+
end
|
|
12
|
+
end
|
|
@@ -5,10 +5,10 @@ class UpdatePlutusTables < ActiveRecord::Migration
|
|
|
5
5
|
remove_index :plutus_amounts, [:account_id, :transaction_id]
|
|
6
6
|
remove_index :plutus_amounts, [:transaction_id, :account_id]
|
|
7
7
|
remove_index :plutus_transactions, column: [:commercial_document_id, :commercial_document_type], :name => "index_transactions_on_commercial_doc"
|
|
8
|
-
|
|
8
|
+
|
|
9
9
|
rename_table :plutus_transactions, :plutus_entries
|
|
10
10
|
rename_column :plutus_amounts, :transaction_id, :entry_id
|
|
11
|
-
|
|
11
|
+
|
|
12
12
|
# adding the indexes back
|
|
13
13
|
add_index :plutus_amounts, [:account_id, :entry_id]
|
|
14
14
|
add_index :plutus_amounts, [:entry_id, :account_id]
|
|
@@ -1,25 +1,10 @@
|
|
|
1
1
|
# lib/generators/plutus/plutus_generator.rb
|
|
2
2
|
require 'rails/generators'
|
|
3
3
|
require 'rails/generators/migration'
|
|
4
|
+
require_relative 'base_generator'
|
|
4
5
|
|
|
5
6
|
module Plutus
|
|
6
|
-
class TenancyGenerator <
|
|
7
|
-
include Rails::Generators::Migration
|
|
8
|
-
|
|
9
|
-
def self.source_root
|
|
10
|
-
@source_root ||= File.join(File.dirname(__FILE__), 'templates')
|
|
11
|
-
end
|
|
12
|
-
|
|
13
|
-
# Implement the required interface for Rails::Generators::Migration.
|
|
14
|
-
# taken from http://github.com/rails/rails/blob/master/activerecord/lib/generators/active_record.rb
|
|
15
|
-
def self.next_migration_number(dirname)
|
|
16
|
-
if ActiveRecord::Base.timestamped_migrations
|
|
17
|
-
Time.now.utc.strftime("%Y%m%d%H%M%S")
|
|
18
|
-
else
|
|
19
|
-
"%.3d" % (current_migration_number(dirname) + 1)
|
|
20
|
-
end
|
|
21
|
-
end
|
|
22
|
-
|
|
7
|
+
class TenancyGenerator < BaseGenerator
|
|
23
8
|
def create_migration_file
|
|
24
9
|
migration_template 'tenant_migration.rb', 'db/migrate/tenant_plutus_tables.rb'
|
|
25
10
|
end
|
|
@@ -1,28 +1,12 @@
|
|
|
1
1
|
# lib/generators/plutus/plutus_generator.rb
|
|
2
2
|
require 'rails/generators'
|
|
3
3
|
require 'rails/generators/migration'
|
|
4
|
+
require_relative 'base_generator'
|
|
4
5
|
|
|
5
6
|
module Plutus
|
|
6
|
-
class UpgradePlutusGenerator <
|
|
7
|
-
|
|
8
|
-
|
|
9
|
-
|
|
10
|
-
|
|
11
|
-
end
|
|
12
|
-
|
|
13
|
-
# Implement the required interface for Rails::Generators::Migration.
|
|
14
|
-
# taken from http://github.com/rails/rails/blob/master/activerecord/lib/generators/active_record.rb
|
|
15
|
-
def self.next_migration_number(dirname)
|
|
16
|
-
if ActiveRecord::Base.timestamped_migrations
|
|
17
|
-
Time.now.utc.strftime("%Y%m%d%H%M%S")
|
|
18
|
-
else
|
|
19
|
-
"%.3d" % (current_migration_number(dirname) + 1)
|
|
20
|
-
end
|
|
21
|
-
end
|
|
22
|
-
|
|
23
|
-
def create_migration_file
|
|
24
|
-
migration_template 'update_migration.rb', 'db/migrate/update_plutus_tables.rb'
|
|
25
|
-
end
|
|
26
|
-
|
|
27
|
-
end
|
|
7
|
+
class UpgradePlutusGenerator < BaseGenerator
|
|
8
|
+
def create_migration_file
|
|
9
|
+
migration_template 'update_migration.rb', 'db/migrate/update_plutus_tables.rb'
|
|
10
|
+
end
|
|
11
|
+
end
|
|
28
12
|
end
|