rails_finance 0.0.1

data/app/controllers/finance_controller/me.rb

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+module FinanceController::Me
+  extend ActiveSupport::Concern
+
+  included do
+    layout 'me'
+  end
+
+  class_methods do
+    def local_prefixes
+      [controller_path, 'finance/me/base', 'me']
+    end
+  end
+
+end

data/app/models/budget/finance/fund_budget.rb

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+module Finance
+  class FundBudget < Budget
+    include Model::Budget::FundBudget
+  end
+end

data/app/models/budget/finance/stock_budget.rb

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+module Finance
+  class StockBudget < Budget
+    include Model::Budget::StockBudget
+  end
+end

data/app/models/expense/finance/payable_expense.rb

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+module Finance
+  class PayableExpense < Expense
+    include Model::Expense::PayableExpense
+  end
+end

data/app/models/expense/finance/prepay_expense.rb

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+module Finance
+  class PrepayExpense < Expense
+    include Model::Expense::PrepayExpense
+  end
+end

data/app/models/finance/application_record.rb

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+module Finance
+  class ApplicationRecord < ApplicationRecord
+    self.abstract_class = true
+  end
+end

data/app/models/finance/assessment.rb

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+module Finance
+  class Assessment < ApplicationRecord
+    include Model::Assessment
+  end
+end

data/app/models/finance/budget.rb

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+module Finance
+  class Budget < ApplicationRecord
+    include Model::Budget
+    include Auditor::Ext::Audited
+    include Auditor::Ext::Verified
+  end
+end

data/app/models/finance/expense.rb

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+module Finance
+  class Expense < ApplicationRecord
+    include Model::Expense
+    include Auditor::Ext::Audited
+    include Auditor::Ext::Verified
+  end
+end

data/app/models/finance/expense_item.rb

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+module Finance
+  class ExpenseItem < ApplicationRecord
+    include Model::ExpenseItem
+  end
+end

data/app/models/finance/expense_member.rb

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+module Finance
+  class ExpenseMember < ApplicationRecord
+    include Model::ExpenseMember
+    include Trade::Model::Payout if defined? RailsTrade
+  end
+end

data/app/models/finance/ext/financial.rb

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+module Finance
+  module Ext::Financial
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :fund_budget, :decimal, default: 0
+      attribute :fund_expense, :decimal, default: 0
+      attribute :budget_amount, :decimal, default: 0
+      attribute :expense_amount, :decimal, default: 0
+
+      has_many :budgets, class_name: 'Finance::Budget', as: :financial
+      has_many :expenses, class_name: 'Finance::Expense', as: :financial
+    end
+
+    def compute_budget_amount
+      self.budget_amount = budgets.sum(:amount)
+    end
+
+    def compute_expense_amount
+      self.expense_amount = expenses.sum(:amount)
+    end
+
+  end
+end

data/app/models/finance/ext/member.rb

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+module Finance
+  module Ext::Member
+    extend ActiveSupport::Concern
+
+    included do
+      has_many :expense_members, class_name: 'Finance::ExpenseMember', dependent: :nullify
+      has_many :expenses, class_name: 'Finance::Expense', through: :expense_members
+      has_many :created_expenses, class_name: 'Finance::Expense', foreign_key: :creator_id
+      has_many :budgets, class_name: 'Finance::Budget'
+    end
+
+  end
+end

data/app/models/finance/financial_taxon.rb

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+module Finance
+  class FinancialTaxon < ApplicationRecord
+    include Com::Ext::Taxon
+    include Model::FinancialTaxon
+    include Auditor::Ext::Verifiable if defined? RailsAudit
+  end
+end

data/app/models/finance/fund.rb

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+module Finance
+  class Fund < ApplicationRecord
+    include Model::Fund
+    include Trade::Model::Sell if defined? RailsTrade
+  end
+end

data/app/models/finance/fund_income.rb

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+module Finance
+  class FundIncome < ApplicationRecord
+    include Model::FundIncome
+  end
+end

data/app/models/finance/model/assessment.rb

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+module Finance
+
+  # 估值
+  module Model::Assessment
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :amount, :decimal, default: 0
+      attribute :trustee_amount, :decimal
+
+      belongs_to :organ, class_name: 'Org::Organ'
+
+      has_many :stocks
+
+      after_save :sync_assess_amount, if: -> { saved_change_to_amount? }
+    end
+
+    def sync_assess_amount
+      stocks.each do |stock|
+        stock.update assess_amount: amount * stock.ratio
+      end
+      self.update trustee_amount: stocks.sum(:assess_amount)
+    end
+
+  end
+end

data/app/models/finance/model/budget/fund_budget.rb

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+module Finance
+  module Model::Budget::FundBudget
+
+  end
+end

data/app/models/finance/model/budget/stock_budget.rb

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+module Finance
+  module Model::Budget::StockBudget
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :amount, :integer
+    end
+
+  end
+end

data/app/models/finance/model/budget.rb

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+module Finance
+  module Model::Budget
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :type, :string, default: 'Finance::FundBudget'
+      attribute :subject, :string
+      attribute :amount, :decimal
+      attribute :note, :string
+
+      belongs_to :organ, class_name: 'Org::Organ', optional: true
+      belongs_to :member, class_name: 'Org::Member', optional: true
+      belongs_to :financial, polymorphic: true, optional: true
+      belongs_to :fund, optional: true
+      belongs_to :stock, optional: true
+
+      belongs_to :financial_taxon, optional: true
+      belongs_to :taxon, class_name: 'FinancialTaxon', foreign_key: :financial_taxon_id, optional: true
+
+      has_many :verifiers, -> { where(verifiable_type: 'FinancialTaxon').order(position: :asc) }, class_name: 'Auditor::Verifier', primary_key: :financial_taxon_id, foreign_key: :verifiable_id
+      has_many :expense_items, dependent: :destroy
+      has_many :expenses, dependent: :destroy
+      accepts_nested_attributes_for :expense_items, allow_destroy: true, reject_if: :all_blank
+
+      #validate :amount_sum
+      validates :subject, presence: true
+
+      has_one_attached :proof
+      has_one_attached :invoice
+
+      enum state: {
+        init: 'init',
+        verifying: 'verifying',
+        finished: 'finished',
+        rejected: 'rejected'
+      }, _default: 'init'
+
+      acts_as_notify(
+        :default,
+        only: [:subject, :amount, :type],
+        methods: [:creator_name, :state_i18n]
+      )
+      acts_as_notify(
+        :request,
+        only: [:subject, :amount, :type],
+        methods: [:creator_name]
+      )
+
+      after_save :sum_amount, if: -> { saved_change_to_amount? }
+      after_save :sum_fund_amount, if: -> { fund && saved_change_to_amount? }
+      after_save :sum_stock_amount, if: -> { stock && saved_change_to_amount? }
+    end
+
+    def can_operate?(member)
+      return true if member.admin?
+      self.next_operator == current_member && !['init', 'rejected', 'finished'].include?(self.state)
+    end
+
+    def next_state_state
+      if ['pending_om', 'pending_cfo'].include? state
+        next_state_states.without('pending_md').first
+      else
+        next_state_states.first
+      end
+    end
+
+    def next_state_states
+      next_states(:state) do |states|
+        unless self.financial_taxon.verifiers
+          states - ['pending_verifier']
+        end
+
+        if self.amount <= 5000
+          states - ['pending_cfo']
+        elsif self.amount > 5000 && self.amount <= 20000
+          states - ['pending_om']
+        elsif self.amount > 20000
+          states - ['pending_om', 'pending_cfo']
+        end
+      end
+    end
+
+    def do_trigger(params = {})
+      self.trigger_to(state: params[:state])
+
+      self.class.transaction do
+        self.save!
+        to_notification(
+          member: creator,
+          link: url_helpers.me_expenses_url(id: self.id),
+          verbose: true
+        )
+        if next_verifier
+          to_notification(
+            member: next_verifier.member,
+            link: url_helpers.admin_me_expenses_url(id: self.id),
+            code: :request,
+            verbose: true
+          )
+        end
+      end
+    end
+
+    def amount_cn
+      NumHelper.to_rmb amount&.to_f || 0
+    end
+
+    def details
+      expense_items.map do |item|
+        "#{item.financial_taxon&.name} #{item.note} #{item.amount}"
+      end.join("\n")
+    end
+
+    def amount_sum
+      unless self.amount == self.expense_members.sum(&:amount)
+        self.errors.add :amount, 'Amount must equal to amount sum'
+      end
+
+      unless self.amount == self.expense_items.sum(&:amount)
+        self.errors.add :amount, 'Amount must equal to cost sum'
+      end
+    end
+
+    def transfer(type)
+      expense = self.expenses.build(type: type)
+      expense.assign_attributes self.attributes.slice('financial_taxon_id', 'subject', 'amount')
+      expense.creator_id = member_id
+      expense.expendable_type = budgeting_type
+      expense.expendable_id = budgeting_id
+      expense.save!
+    end
+
+    def sum_amount
+      financial.compute_budget_amount
+      financial.save
+    end
+
+    def sum_fund_amount
+      fund.sum_budget_amount(financial_type)
+      fund.save
+      if financial
+        financial.compute_fund_budget
+        financial.save
+      end
+    end
+
+    def sum_stock_amount
+
+    end
+
+  end
+end

data/app/models/finance/model/expense/payable_expense.rb

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+module Finance
+  module Model::Expense::PayableExpense
+
+  end
+end

data/app/models/finance/model/expense/prepay_expense.rb

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+module Finance
+  module Model::Expense::PrepayExpense
+
+  end
+end

data/app/models/finance/model/expense.rb

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+module Finance
+  module Model::Expense
+    extend ActiveSupport::Concern
+
+    included do
+      attribute :type, :string
+      attribute :state, :string
+      attribute :subject, :string
+      attribute :amount, :decimal
+      attribute :note, :string, limit: 4096
+      attribute :invoices_count, :integer
+
+      belongs_to :organ, class_name: 'Org::Organ', optional: true
+      belongs_to :creator, class_name: 'Org::Member'
+
+      belongs_to :financial, polymorphic: true, optional: true
+      belongs_to :budget, optional: true
+      belongs_to :fund, optional: true
+      belongs_to :stock, optional: true
+      belongs_to :financial_taxon
+      belongs_to :payout, optional: true
+      belongs_to :taxon, class_name: 'FinancialTaxon', foreign_key: :financial_taxon_id
+      belongs_to :payment_method, optional: true
+
+      has_many :verifiers, -> { where(verifiable_type: 'FinancialTaxon').order(position: :asc) }, class_name: 'Auditor::Verifier', primary_key: :financial_taxon_id, foreign_key: :verifiable_id
+      has_many :expense_members, dependent: :destroy
+      has_many :members, through: :expense_members
+      has_many :expense_items, dependent: :destroy
+
+      accepts_nested_attributes_for :expense_members, allow_destroy: true, reject_if: :all_blank
+      accepts_nested_attributes_for :expense_items, allow_destroy: true, reject_if: :all_blank
+
+      #validate :amount_sum
+      validates :subject, presence: true
+
+      has_one_attached :proof
+      has_one_attached :invoice
+
+      enum state: {
+        init: 'init',
+        verifying: 'verifying',
+        paying: 'paying',
+        upload_invoice: 'upload_invoice',
+        invoice_verifying: 'invoice_verifying',
+        finished: 'finished',
+        rejected: 'rejected'
+      }, _default: 'init'
+
+      acts_as_notify(
+        :default,
+        only: [:subject, :amount, :type],
+        methods: [:creator_name, :state_i18n]
+      )
+      acts_as_notify(
+        :request,
+        only: [:subject, :amount, :type],
+        methods: [:creator_name]
+      )
+
+      before_save :sync_amount
+      after_save :sum_amount, if: -> { saved_change_to_amount? }
+      after_save :sum_fund_amount, if: -> { fund && saved_change_to_amount? }
+      after_save :sync_items, if: -> { saved_change_to_budget_id? && budget }
+    end
+
+    def can_operate?(member)
+      return true if member.admin?
+      self.next_operator == current_member && !['init', 'rejected', 'finished'].include?(self.state)
+    end
+
+    def next_state_state
+      if ['pending_om', 'pending_cfo'].include? state
+        next_state_states.without('pending_md').first
+      else
+        next_state_states.first
+      end
+    end
+
+    def next_state_states
+      next_states(:state) do |states|
+        unless self.financial_taxon.verifiers
+          states - ['pending_verifier']
+        end
+
+        if self.amount <= 5000
+          states - ['pending_cfo']
+        elsif self.amount > 5000 && self.amount <= 20000
+          states - ['pending_om']
+        elsif self.amount > 20000
+          states - ['pending_om', 'pending_cfo']
+        end
+      end
+    end
+
+    def do_trigger(params = {})
+      self.trigger_to(state: params[:state])
+
+      self.class.transaction do
+        self.save!
+        to_notification(
+          member: creator,
+          link: url_helpers.me_expenses_url(id: self.id),
+          verbose: true
+        )
+        if next_verifier
+          to_notification(
+            member: next_verifier.member,
+            link: url_helpers.admin_me_expenses_url(id: self.id),
+            code: :request,
+            verbose: true
+          )
+        end
+      end
+    end
+
+    def amount_cn
+      NumHelper.to_rmb amount&.to_f || 0
+    end
+
+    def details
+      expense_items.map do |item|
+        "#{item.financial_taxon&.name} #{item.note} #{item.amount}"
+      end.join("\n")
+    end
+
+    def amount_sum
+      unless self.amount == self.expense_members.sum(&:amount)
+        self.errors.add :amount, 'Amount must equal to amount sum'
+      end
+
+      unless self.amount == self.expense_items.sum(&:amount)
+        self.errors.add :amount, 'Amount must equal to cost sum'
+      end
+    end
+
+    def sum_amount
+      return unless financial
+      financial.compute_expense_amount
+      financial.save
+    end
+
+    def sum_fund_amount
+      fund.sum_expense_amount(financial_type)
+      fund.save
+
+      if financial
+        financial.compute_fund_expense
+        financial.save
+      end
+    end
+
+    def sync_amount
+      self.amount = self.expense_items.sum(&:amount)
+    end
+
+    def sync_items
+      budget.expense_items.update_all expense_id: self.id
+    end
+
+    def sync_members
+      self.expense_items.pluck(:member_id).compact.each do |member_id|
+        amount = self.expense_items.sum(:amount)
+        self.expense_members.create(member_id: member_id, amount: amount)
+      end
+    end
+
+  end
+end