sunnyside 0.0.2

data/lib/sunnyside/reports/pdf_report.rb

@@ -0,0 +1,162 @@
+require "money"
+require "pp"
+module Sunnyside
+
+  def self.run_report
+    print "Type in the check number in order to create the PDF file: "
+    check   = gets.chomp
+    print "Now enter the date the check was posted to FUND EZ: "
+    postted = gets.chomp
+    Reporter.new(check, posted).pdf_report
+  end  
+  class Reporter
+    include Sunnyside
+    attr_reader :check, :posted, :check_number
+
+    def initialize(check, posted)
+      @check_number = check
+      @check        = Claim.where(check_number: check)
+      @posted       = posted
+    end
+
+    def pdf_report
+      if check.count == 0
+        puts "No claims were found with this check number. Please re-enter."
+        self.run_report
+      else
+        create_pdf
+      end
+    end
+
+    def provider
+      Provider[check.get(:provider_id)].name
+    end
+
+    def create_pdf
+      puts "creating report for #{provider} - Check Number: #{check.get(:check_number)} - posted on: #{posted}"
+      report.collate_services
+    end
+
+    def report
+      CheckEOP.new(check, posted, provider, check_number)
+    end
+  end
+
+  class CheckEOP < Reporter
+    attr_reader :posted, :check_number, :claims, :pdf
+
+    def initialize(claims, posted, provider, check_number)
+      @claims       = claims
+      @posted       = posted
+      @provider     = provider
+      @check_number = check_number
+      @pdf          = Prawn::Document.generate("#{LOCAL_FILES}/#{provider}-#{check_number}.PDF")
+    end
+
+    def collate_services
+      
+    end
+  end
+
+
+    # def create_pdf
+    #   puts     "#{Provider[@provider_id].name}: #{Payment[check].check_number}"
+    #   provider = Provider[@provider_id].name.gsub(/\/|\\/, '')
+    #   Prawn::Document.generate("./PDF-REPORTS/#{provider}_CHECK_#{Payment[@check].check_number}.pdf", opts) do |pdf|
+    #     pdf.move_down 50
+    #     pdf.text "CLAIMS FOR #{Provider[@provider_id].name} - CHECK NUMBER: #{Payment[@check].check_number} - CHECK TOTAL: #{currency(total)}"
+    #     insert_claim_table(pdf)
+    #     pdf.move_down 10
+    #     if !@takeback.empty?
+    #       pdf.start_new_page
+    #       pdf.text "TAKE BACK CLAIMS"
+    #       takeback_claims(pdf) 
+    #     end
+    #     page_numbering(pdf)
+    #   end
+    #   @takeback   = []
+    #   @claim_data = []
+    # end
+
+    # def page_numbering(pdf)
+    #   pdf.number_pages('Page <page> of <total>', { :at             => [pdf.bounds.right - 150, 0],
+    #                                                :width          => 150, 
+    #                                                :align          => :center,
+    #                                                :start_count_at => 1 
+    #                                               }
+    #     )
+    # end
+
+    # def insert_claim_table(pdf)
+    #   @claim_data.each do |c|
+    #     pdf.move_down 10
+    #     pdf.table([c], 
+    #       :column_widths => [65, 75, 65, 65, 65, 150], 
+    #       :cell_style => {
+    #                       :align    => :center,
+    #                       :overflow => :shrink_to_fit,
+    #                       :size     => 10,
+    #                       :height   => 30
+    #                     }) # SHOULD ONLY HAVE ONE CLAIM
+    #     insert_service_table(c[0], pdf)
+    #   end
+    # end
+
+    # def insert_service_table(claim_id, pdf)
+    #   make_service_table(claim_id)
+    #   pdf.table(@service_data, table_opts)
+    # end
+
+    # def table_opts
+    #   {
+    #     :column_widths => [65, 75, 65, 65, 65, 150], 
+    #     :header => true, 
+    #     :cell_style => { 
+    #                       :align    => :center,
+    #                       :overflow => :shrink_to_fit,
+    #                       :size     => 8, 
+    #                       :height   => 20
+    #                     }
+    #   }
+    # end
+
+    # def claim_table(inv)
+    #   claims(inv).all.each do |clm| 
+    #     @claim_data << [clm.id, client(inv), inv, currency(clm.billed), currency(clm.paid), response_msg(clm.status), clm.control_number]
+    #   end
+    # end
+
+    # def response_msg(msg)
+    #   case msg
+    #   when '1'  then 'CASH PAYMENT'
+    #   when '4'  then 'CLAIM DENIED'
+    #   when '22' then 'TAKE BACK'
+    #   else
+    #     'oop'
+    #   end
+    # end
+
+    # def make_service_table(claim_id)
+    #   @service_data = []
+    #   total = 0.0
+    #   @service_data << ['DATE OF SERVICE', 'SERVICE CODE', 'UNITS', 'BILLED', 'PAID', 'DENIAL REASON']
+    #   services(claim_id).all.each {|svc| 
+    #     @service_data << [svc.dos, svc.service_code, svc.units, currency(svc.billed), currency(svc.paid), svc.denial_reason]
+    #     total += svc.paid
+    #   }
+    #   @service_data << ['TOTAL', '', '', '', currency(total), '']
+    # end
+
+    # def currency(amt)
+    #   Money.new(amt*100, 'USD').format
+    # end
+
+    # def services(claim_id)
+    #   Service.where(claim_id: claim_id)
+    # end
+
+    # def client(invoice_number)
+    #   Invoice.where(invoice_number: invoice_number).get(:client_name)
+    # end
+  # end
+end

data/lib/sunnyside/reports/pdf_report_draft.rb

@@ -0,0 +1,127 @@
+require "money"
+module Sunnyside
+  class Reporter
+    attr_reader :check, :claims, :services
+    def initialize(check)
+      @check         = check
+      @claims        = Claim.where(check_number: check)
+      @services      = Service.where(check_number: check)
+      if claims.count > 0 
+        create_pdf
+      else
+        Reporter.new(gets.chomp)
+      end
+    end
+
+    def provider
+      claims.get(:provider).gsub(/ \/\\/, '_')
+    end
+
+    def takeback_present?
+      claims.where(denial_reason: '22').count > 0
+    end
+
+    def denials_present?
+      claims.where('amount_charged > amount_paid').exclude(denial_reason: '22').count > 0 
+    end
+
+    def create_pdf
+      Prawn::Document.generate("#{provider}_CHECK_#{check}.pdf", :page_layout => :landscape) do |pdf| 
+        report = ReportPDF.new(pdf, :claim_data => claims, :service_data => services, :provider => provider, :check => check)
+        report.create_check_header
+        if takeback_present?
+          report.takeback_table
+        elsif denials_present?
+          report.denial_table
+        else
+          report.claim_table
+        end
+      end
+    end
+  end
+  class ReportPDF
+    attr_reader :pdf, :claims, :services, :provider, :check
+
+    def initialize(pdf, data = {})
+      @pdf      = pdf
+      @claims   = data[:claim_data]
+      @services = data[:service_data]
+      @provider = data[:provider]
+      @check    = data[:check]
+    end
+
+    def create_check_header
+      pdf.text "CLAIMS FOR #{provider} - CHECK NUMBER: #{check} - CHECK TOTAL: #{currency(check_total)}"
+      pdf.move_down 20
+    end
+
+    def check_total
+      services.sum(:amount_paid)
+    end
+
+    def currency(amt)
+      Money.new(amt * 100, 'USD').format
+    end
+
+    def takebacks
+      claims.where(denial_reason: '22')
+    end
+
+    def takeback_table
+      takeback_header
+      takebacks.all.each { |clm| claim_header(clm) }
+    end
+
+    def denials
+      claims.exclude(denial_reason: '22').where('amount_charged > amount_paid')
+    end
+
+    def denial_table
+      pdf.text 'CLAIMS WITH DENIALS'
+      pdf.move_down 10
+    end
+
+    def takeback_header
+      pdf.text 'ADJUSTED CLAIMS'
+      pdf.move_down 10
+    end
+
+    def client(inv)
+      Invoice.where(invoice_number: inv).get(:client_name)
+    end
+
+    def claim_header(claim)
+      pdf.move_down 10
+      claim_data = [[claim.control_number, client(claim.invoice_number), claim.invoice_number, currency(claim.amount_charged), currency(claim.amount_paid), claim.denial_reason]]
+      pdf.table(
+        claim_data, 
+        :column_widths => [85, 75, 75, 75, 75, 150], :cell_style => {
+          :align    => :center,
+          :overflow => :shrink_to_fit,
+          :size     => 12,
+          :height   => 30
+        }) # SHOULD ONLY HAVE ONE CLAIM
+      pdf.move_down 10
+      create_service_table(claim.id)
+    end
+
+    def service_data(id)
+      services.where(claim_id: id).map { |svc| ['', svc.dos, svc.service_code + svc.mod_1, svc.units, svc.amount_charged, svc.amount_paid, svc.denial_reason] }
+    end
+
+    def create_service_table(id)
+      pdf.table(service_data(id), 
+        :column_widths => [85, 75, 75, 75, 75, 150], 
+        :cell_style => {
+          :align    => :center,
+          :overflow => :shrink_to_fit,
+          :size     => 12,
+          :height   => 30
+        }) # SHOULD ONLY HAVE ONE CLAIM
+    end
+
+    def claim_table
+      claims.exclude(denial_reason: ['22', '4']).all.each { |clm| claim_header(clm) }
+    end
+  end
+end

data/lib/sunnyside/reports/private.rb

@@ -0,0 +1,55 @@
+module Sunnyside
+  PRIVATE_CLIENTS = ['TABICKMAN', 'JIBAJA', 'SUNNYSIDE COMMUNITY', 'BARROW', 'JENSEN']
+
+  def self.private_clients
+    Dir['private/*.PDF'].each { |file| PrivateClient.new(file).create_pdfS }
+  end
+
+  class PrivateClient
+    attr_reader :file
+
+    def initialize(file)
+      @file            = file
+      @selected        = []
+    end
+
+    def tabickman
+      selected_pages('TABICKMAN')
+    end
+
+    def jibaja
+      selected_pages('JIBAJA')
+    end
+
+    def community
+      selected_pages('SUNNYSIDE COMMUNITY')
+    end
+
+    def jensen
+      selected_pages('JENSEN')
+    end
+
+    def barrow
+      selected_pages('BARROW')
+    end
+
+    def selected_pages(name)
+      PDF::Reader.new(file).pages.select { |page| page.text.include?(name) && page.text.include?('Client Copy') }.map { |page| page.number }
+    end
+
+    def date_parse
+      Date.parse(file[8..15])
+    end
+
+    def create_doc(client)
+      Prawn::Document.generate("./private/archive/#{client}-#{date_parse}.PDF", :skip_page_creation => true) { |pdf| 
+        selected_pages(client).each { |page| pdf.start_new_page(:template => file, :template_page => page) }
+      }
+      puts 'files created in ../private/archive/' 
+    end
+
+    def create_pdfs
+      PRIVATE_CLIENTS.each { |client| create_doc(client) }
+    end
+  end
+end

data/lib/sunnyside/reports/report.rb

@@ -0,0 +1,74 @@
+module Sunnyside
+  def receivable_csv(invoice, payment_id, check_number, post_date)
+    total    = Service.where(invoice_id: invoice.invoice_number).sum(:paid)
+    prov     = Provider[invoice.provider_id]
+    fund_id  = Client[invoice.client_id].fund_id
+    CSV.open("#{LOCAL_FILES}/cash_receipts/EDI-citywide-import.csv", "a+") do |row| # #{post_date.gsub(/\//, '-')}-
+      row << [1, check_number, 
+                post_date, 
+                fund_id, 
+                invoice.invoice_number, 
+                invoice.invoice_number, 
+                "#{post_date[0..1]}/#{post_date[8..9]}#{prov.abbreviation}", 
+                post_date, 
+                invoice.invoice_number, 
+                prov.fund, prov.credit_account,'','','', 0,  total]
+      row << [2, check_number, 
+                post_date, 
+                fund_id, 
+                invoice.invoice_number, 
+                invoice.invoice_number, 
+                "#{post_date[0..1]}/#{post_date[8..9]}#{prov.abbreviation}",
+                post_date, 
+                invoice.invoice_number, 
+                100,         1000,'','','', total,    0]
+      row << [3, check_number, 
+                post_date, 
+                fund_id, 
+                invoice.invoice_number, 
+                invoice.invoice_number, 
+                "#{post_date[0..1]}/#{post_date[8..9]}#{prov.abbreviation}",
+                post_date, 
+                invoice.invoice_number, 
+                prov.fund,         3990, '', '', '', total, 0]
+      row << [4, check_number, 
+                post_date, 
+                fund_id, 
+                invoice.invoice_number, 
+                invoice.invoice_number, 
+                "#{post_date[0..1]}/#{post_date[8..9]}#{prov.abbreviation}",
+                post_date, 
+                invoice.invoice_number, 
+                100,         3990, '', '', '', 0, total]
+    end
+  end
+
+  def payable_csv(inv, post_date, prov)
+    fund_id = Client.where(client_number: invoice.client_id).get(:fund_id)
+    CSV.open("#{LOCAL_FILES}/new-ledger/#{inv.post_date}-IMPORT-FUND-EZ-LEDGER.csv", "a+") do |row|
+      row << [1, 
+                inv.invoice_number, 
+                post_date.strftime('%m/%d/%y'), 
+                fund_id, prov.name, post_date.strftime('%m/%d/%y'), 
+                "To Record #{post_date.strftime('%m/%d/%y')} Billing", 
+                "#{post_date[5..6]}/#{post_date[8..9]}#{prov.abbrev}", 
+                post_date.strftime('%m/%d/%y'), "To Rec for W/E #{post_date - 6} Billing", 
+                prov.fund, prov.credit_account,          
+                '', '',             '',              inv.amount,                   '']
+      row << [2, 
+                inv.invoice_number, 
+                post_date.strftime('%m/%d/%y'), 
+                fund_id, 
+                prov.name, 
+                post_date.strftime('%m/%d/%y'), 
+                "To Record #{post_date.strftime('%m/%d/%y')} Billing", 
+                "#{post_date[5..6]}/#{post_date[8..9]}#{prov.abbrev}", 
+                post_date.strftime('%m/%d/%y'), 
+                "To Rec for W/E #{post_date - 6} Billing", 
+                prov.fund, 
+                prov.debit_account,   
+                prov.fund, '',      prov.type,                     '',     inv.amount]
+    end   
+  end
+end
+

data/lib/sunnyside/version.rb

@@ -0,0 +1,3 @@
+module Sunnyside
+  VERSION = "0.0.2"
+end

data/lib/sunnyside.rb

@@ -0,0 +1,27 @@
+require 'prawn'
+require 'sequel'
+require 'csv'
+require 'fileutils'
+require "sunnyside/version"
+require 'sunnyside/cash_receipts/cash_receipt'
+require 'sunnyside/cash_receipts/ics'
+require 'sunnyside/ledger/ledger'
+require 'sunnyside/ledger/edi'
+require 'sunnyside/ledger/auth_report'
+require 'sunnyside/ledger/private'
+require 'sunnyside/reports/pdf_report'
+require 'sunnyside/reports/private'
+require 'sunnyside/reports/report'
+require 'sunnyside/ftp'
+require 'sunnyside/menu'
+require 'sunnyside/expiring_auth'
+
+module Sunnyside
+  LOCAL_FILES = ENV["HOME"] + "/sunnyside-files"
+  DB = Sequel.connect("sqlite:/#{LOCAL_FILES}/db/sunnyside.db")
+  if DB.tables.empty?
+  	require 'sunnyside/models/db_setup'
+  	Sunnyside.create_tables
+  end
+  require 'sunnyside/models/sequel_classes'
+end

metadata

@@ -0,0 +1,148 @@
+--- !ruby/object:Gem::Specification
+name: sunnyside
+version: !ruby/object:Gem::Version
+  version: 0.0.2
+platform: ruby
+authors:
+- wismer
+autorequire: 
+bindir: bin
+cert_chain: []
+date: 2013-12-19 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: sqlite3
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: bundler
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: '1.3'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: '1.3'
+- !ruby/object:Gem::Dependency
+  name: rake
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: sequel
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: money
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: prawn
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+description: gem for Sunnyside Citywide Home Care, Inc.
+email:
+- matthewhl@gmail.com
+executables:
+- sunnyside
+extensions: []
+extra_rdoc_files: []
+files:
+- lib/sunnyside/cash_receipts/cash_receipt.rb
+- lib/sunnyside/cash_receipts/ics.rb
+- lib/sunnyside/expiring_auth.rb
+- lib/sunnyside/ftp.rb
+- lib/sunnyside/ledger/auth_report.rb
+- lib/sunnyside/ledger/edi.rb
+- lib/sunnyside/ledger/ledger.rb
+- lib/sunnyside/ledger/private.rb
+- lib/sunnyside/menu.rb
+- lib/sunnyside/models/db_setup.rb
+- lib/sunnyside/models/sequel_classes.rb
+- lib/sunnyside/reports/mco_mltc.rb
+- lib/sunnyside/reports/pdf_report.rb
+- lib/sunnyside/reports/pdf_report_draft.rb
+- lib/sunnyside/reports/private.rb
+- lib/sunnyside/reports/report.rb
+- lib/sunnyside/version.rb
+- lib/sunnyside.rb
+- bin/sunnyside
+homepage: ''
+licenses:
+- MIT
+metadata: {}
+post_install_message: 
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - '>='
+    - !ruby/object:Gem::Version
+      version: '0'
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - '>='
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubyforge_project: 
+rubygems_version: 2.0.14
+signing_key: 
+specification_version: 4
+summary: EDI/PDF parser, fiscal tools for accounting
+test_files: []