rock_books 0.2.0 → 0.6.1

checksums.yaml

@@ -1,7 +1,7 @@
 ---
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data/.gitignore

@@ -11,3 +11,7 @@
 
 # rspec failure tracking
 .rspec_status
+
+Gemfile.lock
+projectFilesBackup
+*.gem

data/LICENSE.txt

@@ -1,21 +1,201 @@
-The MIT License (MIT)
-
-Copyright (c) 2018 Keith Bennett
-
-Permission is hereby granted, free of charge, to any person obtaining a copy
-of this software and associated documentation files (the "Software"), to deal
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-copies of the Software, and to permit persons to whom the Software is
-furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in
-all copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
-THE SOFTWARE.
+                                 Apache License
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+
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+
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data/README.md

@@ -31,6 +31,11 @@ To simplify its implementation, RockBooks assumes some conventions:
   * `statements` - statements from banks, etc.
   * `worksheets` - spreadsheets, etc., e.g. mileage and per diem calculations
   
+#### Supported Operating Systems
+
+At this time, RockBooks is supported only on Mac OS and Linux. (It's really the external tools that is the issue, not the Ruby code.) It should probably work with Windows Subsystem for Linux (WSL) but it hasn't been tested. If you're unsuccessful trying to use RockBooks with WSL, give me as much information as possible and I'll try to resolve the issue.
+
+If you get an error message saying that an external command is missing, install that command using your system's package manager (e.g. `sudo apt install txt2html`). For `wkhtmltopdf` on Linux, see [https://wkhtmltopdf.org/](https://wkhtmltopdf.org/).
   
 #### Text Files as Input
 
@@ -54,7 +59,7 @@ There is no handling of end of year closings or the like; the entire set of data
 #### RockBooks Help Text
 
 ```
-Command Line Switches:                    [rock-books version 0.2.0 at https://github.com/keithrbennett/rock_books]
+Command Line Switches:                    [rock-books version 0.2.1 at https://github.com/keithrbennett/rock_books]
 
 -i   input directory specification, default: './rockbooks-inputs'
 -o   output (reports) directory specification, default: './rockbooks-reports'
@@ -91,7 +96,6 @@ As a product written by a single developer in his spare time, RockBooks lacks so
 * On the fly data validation
 * Data entry conveniences such as drop down selection lists for data such as accounts
 * Fancy reporting and graphing -- however, RockBooks' bringing links to all the entity's documentation and output into a single web page may well be more useful
-* At this time, RockBooks is only tested on Macs. The input files are plain text files and could be created on any OS, but the validation and report generation might not work. Get in touch with me if you are using a different OS and want to use RockBooks, and are willing and available to test my changes. Linux in particular should be an easy port.
 
 
 ## Installation

data/RELEASE_NOTES.md

@@ -1,3 +1,37 @@
+### v0.6.1
+
+* Linux PDF generation fixed by using wkhtmltopdf instead of cupsfilter.
+
+### v0.6.0
+
+* Linux support added!
+
+### v0.5.0
+
+* Add receipt hyperlinks to HTML output.
+
+
+## v0.4.0
+
+* Sort unused receipts alphanumerically.
+* Add 'x' receipts option for reporting both missing and unused receipts.
+* Fix: journals were showing journal account instead of the other account in each transaction.
+* Improve Receipts report.
+
+
+## v0.3.0
+
+* Added ability to report unused receipts.
+* Errors now include more context information.
+* Improved chart of accounts validation.
+* Change license from MIT to Apache 2.
+
+
+## v0.2.1
+
+* Add help text to readme.
+
+
 ## v0.2.0
 
 * Add instruction manual, modify readme.

data/lib/rock_books/cmd_line/command_line_interface.rb

@@ -49,7 +49,7 @@ Command Line Switches:                    [rock-books version #{RockBooks::VERSI
 
 Commands:
 
-rec[eipts]                - receipts: a/:a all, m/:m missing, e/:e existing
+rec[eipts]                - receipts: a/:a all, m/:m missing, e/:e existing, u/:u unused
 rep[orts]                 - return an OpenStruct containing all reports (interactive shell mode only)
 d[isplay_reports]         - display all reports on stdout
 w[rite_reports]           - write all reports to the output directory (see -o option)
@@ -317,17 +317,20 @@ When in interactive shell mode:
       raise Error.new("Receipt processing was requested but has been disabled with --no-receipts.")
     end
 
-    missing, existing = book_set.missing_and_existing_receipts
+    missing, existing, unused = book_set.missing_existing_unused_receipts
 
-    print_missing  = -> { puts "Missing Receipts:"; ap missing }
-    print_existing = -> { puts "Existing Receipts:"; ap existing }
+    print_missing  = -> { puts "\n\nMissing Receipts:";  ap missing }
+    print_existing = -> { puts "\n\nExisting Receipts:"; ap existing }
+    print_unused   = -> { puts "\n\nUnused Receipts:";   ap unused }
 
     case options.first.to_s
       when 'a'  # all
         if run_options.interactive_mode
-          { missing: missing, existing: existing }
+          { missing: missing, existing: existing, unused: unused }
         else
-           print_missing.(); print_existing.()
+           print_missing.()
+           print_existing.()
+           print_unused.()
         end
 
       when 'm'
@@ -336,8 +339,16 @@ When in interactive shell mode:
       when 'e'
         run_options.interactive_mode ? existing : print_existing.()
 
+      when 'u'
+        run_options.interactive_mode ? unused : print_unused.()
+
+      when 'x'
+        run_options.interactive_mode ? missing : print_missing.()
+        run_options.interactive_mode ? unused : print_unused.()
+
     else
-      message = "Invalid option for receipts. Must be 'a' for all, 'm' for missing, or 'e' for existing."
+      message = "Invalid option for receipts." + \
+          " Must be 'a' for all, 'm' for missing, 'e' for existing, 'u' for unused, or 'x' for errors (missing/unused)."
       if run_options.interactive_mode
         puts message
       else
@@ -347,7 +358,7 @@ When in interactive shell mode:
   end
 
   def cmd_w
-    book_set.all_reports_to_files(run_options.output_dir, $filter)
+    BookSetReporter.new(book_set, run_options.output_dir, $filter).call
     nil
   end
 

data/lib/rock_books/documents/book_set.rb

@@ -1,17 +1,12 @@
 require 'awesome_print'
+require 'os'
 
 require_relative 'chart_of_accounts'
 require_relative 'journal'
 require_relative '../filters/journal_entry_filters'  # for shell mode
+require_relative '../helpers/html_helper'
 require_relative '../helpers/parse_helper'
-require_relative '../reports/balance_sheet'
-require_relative '../reports/income_statement'
-require_relative '../reports/multidoc_transaction_report'
-require_relative '../reports/receipts_report'
-require_relative '../reports/report_context'
-require_relative '../reports/transaction_report'
-require_relative '../reports/tx_by_account'
-require_relative '../reports/tx_one_account'
+require_relative '../reports/book_set_reporter'
 
 require 'erb'
 require 'open3'
@@ -28,102 +23,6 @@ module RockBooks
     end
 
 
-    def report_context
-      @report_context ||= ReportContext.new(chart_of_accounts, journals, 80)
-    end
-
-
-    def all_reports(filter = nil)
-
-      periods_to_underscores = ->(string) { string.gsub('.', '_') }
-
-      context = report_context
-      report_hash = context.journals.each_with_object({}) do |journal, report_hash|
-        key = periods_to_underscores.(journal.short_name).to_sym
-        report_hash[key] = TransactionReport.new(journal, context).call(filter)
-      end
-      report_hash[:all_txns_by_date] = MultidocTransactionReport.new(context).call(filter)
-      report_hash[:all_txns_by_amount] = MultidocTransactionReport.new(context).call(filter, :amount)
-      report_hash[:all_txns_by_acct] = TxByAccount.new(context).call
-      report_hash[:balance_sheet] = BalanceSheet.new(context).call
-      report_hash[:income_statement] = IncomeStatement.new(context).call
-
-      if run_options.do_receipts
-        report_hash[:receipts] = ReceiptsReport.new(context, *missing_and_existing_receipts).call
-      end
-
-      chart_of_accounts.accounts.each do |account|
-        key = ('acct_' + periods_to_underscores.(account.code)).to_sym
-        report = TxOneAccount.new(context, account.code).call
-        report_hash[key] = report
-      end
-      report_hash
-    end
-
-
-    def run_command(command)
-      puts "\n----\nRunning command: #{command}"
-      stdout, stderr, status = Open3.capture3(command)
-      puts "Status was #{status}."
-      unless stdout.size == 0
-        puts "\nStdout was:\n\n#{stdout}"
-      end
-      unless stderr.size == 0
-        puts "\nStderr was:\n\n#{stderr}"
-      end
-      puts
-      stdout
-    end
-
-
-    def all_reports_to_files(directory = '.', filter = nil)
-      reports = all_reports(filter)
-
-      create_directories = -> do
-        %w(txt pdf html).each do |format|
-          dir = File.join(directory, format, SINGLE_ACCT_SUBDIR)
-          FileUtils.mkdir_p(dir)
-        end
-      end
-
-      # "./pdf/short_name.pdf" or "./pdf/single_account/short_name.pdf"
-      build_filespec = ->(directory, short_name, file_format) do
-        fragments = [directory, file_format, "#{short_name}.#{file_format}"]
-        is_acct_report =  /^acct_/.match(short_name)
-        if is_acct_report
-          fragments.insert(2, SINGLE_ACCT_SUBDIR)
-        end
-        File.join(*fragments)
-      end
-
-      create_index_html = -> do
-        filespec = build_filespec.(directory, 'index', 'html')
-        File.write(filespec, index_html_content)
-        puts "Created index.html"
-      end
-
-      write_reports = ->do
-
-        reports.each do |short_name, report_text|
-          txt_filespec  = build_filespec.(directory, short_name, 'txt')
-          html_filespec = build_filespec.(directory, short_name, 'html')
-          pdf_filespec  = build_filespec.(directory, short_name, 'pdf')
-
-          File.write(txt_filespec, report_text)
-          # Use smaller size for the PDF but larger size for the web pages:
-          run_command("textutil -convert html -font 'Courier New Bold' -fontsize 11 #{txt_filespec} -output #{html_filespec}")
-          run_command("cupsfilter #{html_filespec} > #{pdf_filespec}")
-          run_command("textutil -convert html -font 'Courier New Bold' -fontsize 14 #{txt_filespec} -output #{html_filespec}")
-          puts "Created reports in txt, html, and pdf for #{"%-20s" % short_name} at #{File.dirname(txt_filespec)}.\n\n\n"
-        end
-      end
-
-      create_directories.()
-      create_index_html.()
-      write_reports.()
-    end
-
-
     def journal_names
       journals.map(&:short_name)
     end
@@ -140,31 +39,6 @@ module RockBooks
       @all_entries ||= Journal.entries_in_documents(journals)
     end
 
-
-    def receipt_full_filespec(receipt_filespec)
-      File.join(run_options.receipt_dir, receipt_filespec)
-    end
-
-
-    def missing_and_existing_receipts
-      missing = []; existing = []
-      all_entries.each do |entry|
-        entry.receipts.each do |receipt|
-          file_exists = File.file?(receipt_full_filespec(receipt))
-          list = (file_exists ? existing : missing)
-          list << { receipt: receipt, journal: entry.doc_short_name }
-        end
-      end
-      [missing, existing]
-    end
-
-    def index_html_content
-      erb_filespec = File.join(File.dirname(__FILE__), 'index.html.erb')
-      erb = ERB.new(File.read(erb_filespec))
-      erb.result_with_hash(
-          journals: journals,
-          chart_of_accounts: chart_of_accounts,
-          run_options: run_options)
-    end
   end
 end
+