sunnyside 0.1.1 → 0.1.2

data/lib/sunnyside/ledger/ledger.rb

@@ -1,189 +1,190 @@
-require 'prawn'
-module Sunnyside
-  # This should be redone.
-  def self.ledger_file
-    files = Dir["#{DRIVE}/sunnyside-files/summary/*.PDF"] 
-    files.each do |file| 
-      if Filelib.where(filename: file).count == 0 
-        puts "processing #{file}..."
-        ledger = Ledger.new(file)
-        ledger.process_file
-        Filelib.insert(filename: file, purpose: 'summary')
-        FileUtils.mv(file, "#{DRIVE}/sunnyside-files/summary/archive/#{File.basename(file)}")
-        ledger.export_to_csv
-      end
-    end
-
-    if files.size == 0
-      puts "It appears there are no new files to process. Do you wish to create a csv file for a specific post date? (Y or N) "
-      if gets.chomp.downcase == 'y'
-        print "enter the date (YYYY-MM-DD): "
-        post_date = Date.parse(gets.chomp)
-        puts "File being created..."
-        LedgerReport.new(post_date)
-      end
-    end
-  end
-
-  class LedgerReport
-    include Sunnyside
-
-    def initialize(post_date)
-      create_report(post_date)
-    end
-
-    def create_report(post_date)
-      Invoice.where(post_date: post_date).all.each { |inv| self.payable_csv(inv, post_date) }
-    end
-  end
-  
-  class Ledger
-    include Sunnyside
-    attr_reader   :post_date, :file, :pages
-
-    # when Ledger gets initialized, the page variable filters out the VNS clients
-    # and then proceeds to pass the page date onto the PageData class
-
-    def initialize(file)
-      @file      = File.basename(file)
-      @pages     = PDF::Reader.new(file).pages.select { |page| !page.raw_content.include?('VISITING NURSE SERVICE') }
-    end
-
-    def process_file
-      pages.each { |page| PageData.new(page.raw_content, post_date).invoice_data }
-    end
-
-    def post_date
-      Date.parse(file[0..7])
-    end
-
-    def export_to_csv
-      CSV.open("#{DRIVE}/sunnyside-files/new-ledger/#{post_date}-IMPORT-FUND-EZ-LEDGER.csv", "a+") { |row| row << ['Seq','inv','post_date','other id','prov','invoice','header memo','batch','doc date','detail memo','fund','account','cc1','cc2','cc3','debit','credit'] }
-      Invoice.where(post_date: post_date).all.each { |inv| self.payable_csv(inv, post_date) }
-    end
-  end
-
-  # in PageData, the providers name is captured from the PDF::Reader raw_content, and the post date from the file name.
-  # the rest of the data (the invoices) gets split by newlines (filted by those lines that fit the criteria for invoice data)
-  # Then, the data gets finalized (via the InvoiceLine child class of PageData) and inserted into the database. 
-
-  class PageData
-    attr_reader :page_data, :provider, :post_date, :invoice_data
-
-    def initialize(page_data, post_date)
-      @provider  = page_data[/CUSTOMER:\s+(.+)(?=\)')/, 1]
-      @post_date = post_date
-      @page_data = page_data.split(/\n/).select { |line| line =~ /^\([0-9\/]{8}\s/ }
-    end
-
-    # Since the source data is somewhat unreliable in the format, there have been two different variations of AMERIGROUP and ELDERSERVE.
-    # This method accounts for the aberrations while still maintaining that any provider not recognized by the DB to be saved as a PRIVATE client.
-
-    def formatted_provider
-      if provider_missing?
-        case provider
-        when 'ELDERSERVEHEALTH'
-          Provider[5]
-        when 'AMERIGROUP'
-          Provider[1]
-        else 
-          Provider[16]     
-        end
-      else
-        Provider.where(name: provider).first
-      end
-    end
-
-    def provider_missing?
-      Provider.where(name: provider).count == 0
-    end
-
-    def invoice_lines
-      page_data.map { |line| 
-        line.gsub!(/^\(|\)'/)
-        client_name = line.slice!(20..45)
-        line        = InvoiceLine.new(line, formatted_provider, post_date, client_name) 
-      }
-    end
-
-    def invoice_data
-      invoice_lines.each { |inv| inv.finalize }
-    end
-
-    # InvoiceLine does all the nitty-gritty parsing of an invoice line into the necessary fields the DB requres.
-
-    class InvoiceLine < PageData
-      attr_accessor :invoice, :rate, :hours, :amount, :client_id, :client_name, :post_date, :provider
-      def initialize(line, provider, post_date, client_name)
-        @doc_date, @invoice, @client_id, @hours, @rate, @amount = line.split
-        @post_date                                              = post_date
-        @client_name                                            = client_name.strip
-        @provider                                               = provider
-      end
-
-      # Some invoice totals exceed $999.99, so the strings need to be parsed into a format, sans comma, that the DB will read correctly. 
-      # Otherwise, the DB will read 1,203.93 as 1.0.
-
-      def amt
-        amount.gsub(/,|\)'/, '')
-      end
-
-      # Ocasionally, new clients will appear on the PDF doc. If the DB does not find a client with the client_id, then it executes a method wherein
-      # new client gets saved into the DB with a new FUND EZ ID. It must do this before saving the invoice information.
-
-      def finalize
-        if !client_missing? 
-          update_client if new_provider?
-          add_invoice
-        else 
-          add_client
-          add_invoice
-        end
-      end
-
-      def client_missing?
-        Client[client_id].nil?
-      end
-
-      def new_provider?
-        Client[client_id].provider_id != provider.id
-      end
-
-      def update_client
-        Client[client_id].update(provider_id: provider.id, prov_type: provider.prov_type)
-      end
-
-      def fund_id
-        print "Enter in the FUND EZ ID for this client: #{client_name} of #{provider.name}: "
-        return gets.chomp
-      end
-
-      def add_client
-        Client.insert(client_number: client_id, client_name: client_name.strip, fund_id: fund_id, provider_id: provider.id, prov_type: provider.prov_type)
-      end
-
-      # rarely there may be an invoice line that contains an invoice number that already exists. This method accounts for it, by merely updating the amount.
-      # There has only been two instances of this happening and both occurred in 2011.
-
-      def add_invoice
-        if invoice_exist?
-          update_invoice
-        else
-          Invoice.insert(invoice_number: invoice, rate: rate, hours: hours, amount: amt, client_id: client_id, post_date: post_date, provider_id: provider.id, client_name: client_name.strip)
-        end
-      end
-
-      def invoice_exist?
-        !Invoice[invoice].nil?
-      end
-
-      def update_invoice
-        Invoice[invoice].update(amount: amt.to_f)
-      end
-
-      def prev_amt
-        Invoice[invoice].amount
-      end
-    end
-  end
+require 'prawn'
+module Sunnyside
+  # This should be redone.
+  def self.ledger_file
+    files = Dir["#{DRIVE}/sunnyside-files/summary/*.PDF"] 
+    files.each do |file| 
+      if Filelib.where(filename: file).count == 0 
+        puts "processing #{file}..."
+        ledger = Ledger.new(file)
+        ledger.process_file
+        Filelib.insert(filename: file, purpose: 'summary')
+        FileUtils.mv(file, "#{DRIVE}/sunnyside-files/summary/archive/#{File.basename(file)}")
+        ledger.export_to_csv
+      end
+    end
+
+    if files.size == 0
+      puts "It appears there are no new files to process. Do you wish to create a csv file for a specific post date? (Y or N) "
+      if gets.chomp.downcase == 'y'
+        print "enter the date (YYYY-MM-DD): "
+        post_date = Date.parse(gets.chomp)
+        puts "File being created..."
+        LedgerReport.new(post_date)
+      end
+    end
+  end
+
+  class LedgerReport
+    include Sunnyside
+
+    def initialize(post_date)
+      create_report(post_date)
+    end
+
+    def create_report(post_date)
+      Invoice.where(post_date: post_date).all.each { |inv| self.payable_csv(inv, post_date) }
+    end
+  end
+  
+  class Ledger
+    include Sunnyside
+    attr_reader   :post_date, :file, :pages
+
+    # when Ledger gets initialized, the page variable filters out the VNS clients
+    # and then proceeds to pass the page date onto the PageData class
+
+    def initialize(file)
+      @file      = File.basename(file)
+      @pages     = PDF::Reader.new(file).pages.select { |page| !page.raw_content.include?('VISITING NURSE SERVICE') }
+    end
+
+    def process_file
+      pages.each { |page| PageData.new(page.raw_content, post_date).invoice_data }
+    end
+
+    def post_date
+      Date.parse(file[0..7])
+    end
+
+    def export_to_csv
+      CSV.open("#{DRIVE}/sunnyside-files/new-ledger/#{post_date}-IMPORT-FUND-EZ-LEDGER.csv", "a+") { |row| row << ['Seq','inv','post_date','other id','prov','invoice','header memo','batch','doc date','detail memo','fund','account','cc1','cc2','cc3','debit','credit'] }
+      Invoice.where(post_date: post_date).all.each { |inv| self.payable_csv(inv, post_date) }
+    end
+  end
+
+  # in PageData, the providers name is captured from the PDF::Reader raw_content, and the post date from the file name.
+  # the rest of the data (the invoices) gets split by newlines (filted by those lines that fit the criteria for invoice data)
+  # Then, the data gets finalized (via the InvoiceLine child class of PageData) and inserted into the database. 
+
+  class PageData
+    attr_reader :page_data, :provider, :post_date, :invoice_data
+
+    def initialize(page_data, post_date)
+      @provider  = page_data[/CUSTOMER:\s+(.+)(?=\)')/, 1]
+      @post_date = post_date
+      @page_data = page_data.split(/\n/).select { |line| line =~ /^\([0-9\/]{8}\s/ }
+    end
+
+    # Since the source data is somewhat unreliable in the format, there have been two different variations of AMERIGROUP and ELDERSERVE.
+    # This method accounts for the aberrations while still maintaining that any provider not recognized by the DB to be saved as a PRIVATE client.
+
+    def formatted_provider
+      if provider_missing?
+        case provider
+        when 'ELDERSERVEHEALTH'
+          Provider[5]
+        when 'AMERIGROUP'
+          Provider[1]
+        else
+          Provider[16]
+        end
+      else
+        Provider.where(name: provider).first
+      end
+    end
+
+    def provider_missing?
+      Provider.where(name: provider).count == 0
+    end
+
+    def invoice_lines
+      page_data.map { |line|
+        line.gsub!(/^\(|\)'/)
+        line.gsub!("\x00", " ")
+        client_name = line.slice!(20..45)
+        line        = InvoiceLine.new(line, formatted_provider, post_date, client_name) 
+      }
+    end
+
+    def invoice_data
+      invoice_lines.each { |inv| inv.finalize }
+    end
+
+    # InvoiceLine does all the nitty-gritty parsing of an invoice line into the necessary fields the DB requres.
+
+    class InvoiceLine < PageData
+      attr_accessor :invoice, :rate, :hours, :amount, :client_id, :client_name, :post_date, :provider
+      def initialize(line, provider, post_date, client_name)
+        @doc_date, @invoice, @client_id, @hours, @rate, @amount = line.split
+        @post_date                                              = post_date
+        @client_name                                            = client_name.strip
+        @provider                                               = provider
+      end
+
+      # Some invoice totals exceed $999.99, so the strings need to be parsed into a format, sans comma, that the DB will read correctly. 
+      # Otherwise, the DB will read 1,203.93 as 1.0.
+
+      def amt
+        amount.gsub(/,|\)'/, '')
+      end
+
+      # Ocasionally, new clients will appear on the PDF doc. If the DB does not find a client with the client_id, then it executes a method wherein
+      # new client gets saved into the DB with a new FUND EZ ID. It must do this before saving the invoice information.
+
+      def finalize
+        if !client_missing? 
+          update_client if new_provider?
+          add_invoice
+        else 
+          add_client
+          add_invoice
+        end
+      end
+
+      def client_missing?
+        Client[client_id].nil?
+      end
+
+      def new_provider?
+        Client[client_id].provider_id != provider.id
+      end
+
+      def update_client
+        Client[client_id].update(provider_id: provider.id, prov_type: provider.prov_type)
+      end
+
+      def fund_id
+        print "Enter in the FUND EZ ID for this client: #{client_name} of #{provider.name}: "
+        return gets.chomp
+      end
+
+      def add_client
+        Client.insert(client_number: client_id, client_name: client_name.strip, fund_id: fund_id, provider_id: provider.id, prov_type: provider.prov_type)
+      end
+
+      # rarely there may be an invoice line that contains an invoice number that already exists. This method accounts for it, by merely updating the amount.
+      # There has only been two instances of this happening and both occurred in 2011.
+
+      def add_invoice
+        if invoice_exist?
+          update_invoice
+        else
+          Invoice.insert(invoice_number: invoice, rate: rate, hours: hours, amount: amt, client_id: client_id, post_date: post_date, provider_id: provider.id, client_name: client_name.strip)
+        end
+      end
+
+      def invoice_exist?
+        !Invoice[invoice].nil?
+      end
+
+      def update_invoice
+        Invoice[invoice].update(amount: amt.to_f)
+      end
+
+      def prev_amt
+        Invoice[invoice].amount
+      end
+    end
+  end
 end

data/lib/sunnyside/menu.rb

@@ -1,53 +1,53 @@
-module Sunnyside
-  class Menu
-    def start
-      loop do 
-        puts " 1.) LEDGER IMPORT" 
-        puts " 2.) EDI IMPORT"
-        puts " 3.) 837 IMPORT"
-        puts " 4.) A/R REPORT"
-        puts " 5.) CASH RECEIPT IMPORT"
-        puts " 6.) ACCESS FTP"
-        puts " 7.) EXPIRING AUTHORIZATION REPORT"
-        puts " 8.) EXPORT PRIVATE CLIENT PDF'S"
-        puts " 9.) MCO - MLTC HOURS UPDATE"
-        puts "10.) CUSTOM QUERY"
-        puts "11.) ADD A NEW PROVIDER"
-        puts "12.) VIEW DATABASE ON WEB BROWSER"
-        puts "13.) ADD LOGIN CREDENTIALS FOR NEW FTP EDI FILE TRANSFER"
-        print "select option: "
-        case gets.chomp
-        when '1' 
-          Sunnyside.ledger_file
-          Sunnyside.process_private
-        when '2' 
-          Sunnyside.edi_parser
-        when '3'
-          Sunnyside.parse_pdf
-        when '4' 
-          Sunnyside.run_report
-        when '5' 
-          Sunnyside.cash_receipt
-        when '6'
-          Sunnyside.access_ftp
-        when '7'
-          Sunnyside.show_opts
-        when '8'
-          Sunnyside.private_clients
-        when '9'
-          Sunnyside.run_mco_mltc
-        when '10'
-          Sunnyside.query
-        when '11'
-          Sunnyside.advanced_opts
-        when '12'
-          Sunnyside.rails_server
-        when '13'
-          Sunnyside.add_provider_to_ftp
-        else
-          exit
-        end
-      end
-    end
-  end
+module Sunnyside
+  class Menu
+    def start
+      loop do 
+        puts " 1.) LEDGER IMPORT" 
+        puts " 2.) EDI IMPORT"
+        puts " 3.) 837 IMPORT"
+        puts " 4.) A/R REPORT"
+        puts " 5.) CASH RECEIPT IMPORT"
+        puts " 6.) ACCESS FTP"
+        puts " 7.) EXPIRING AUTHORIZATION REPORT"
+        puts " 8.) EXPORT PRIVATE CLIENT PDF'S"
+        puts " 9.) MCO - MLTC HOURS UPDATE"
+        puts "10.) CUSTOM QUERY"
+        puts "11.) ADD A NEW PROVIDER"
+        puts "12.) VIEW DATABASE ON WEB BROWSER"
+        puts "13.) ADD LOGIN CREDENTIALS FOR NEW FTP EDI FILE TRANSFER"
+        print "select option: "
+        case gets.chomp
+        when '1' 
+          Sunnyside.ledger_file
+          Sunnyside.process_private
+        when '2' 
+          Sunnyside.edi_parser
+        when '3'
+          Sunnyside.parse_pdf
+        when '4' 
+          Sunnyside.run_report
+        when '5' 
+          Sunnyside.cash_receipt
+        when '6'
+          Sunnyside.access_ftp
+        when '7'
+          Sunnyside.show_opts
+        when '8'
+          Sunnyside.private_clients
+        when '9'
+          Sunnyside.run_mco_mltc
+        when '10'
+          Sunnyside.query
+        when '11'
+          Sunnyside.advanced_opts
+        when '12'
+          Sunnyside.rails_server
+        when '13'
+          Sunnyside.add_provider_to_ftp
+        else
+          exit
+        end
+      end
+    end
+  end
 end