twobook 0.1.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
checksums.yaml ADDED
@@ -0,0 +1,7 @@
1
+ ---
2
+ SHA1:
3
+ metadata.gz: 821400fab063ba0c19515c146c267e7b2fb934a5
4
+ data.tar.gz: 76a76e0812bfee424e16523da971fbe0c409438c
5
+ SHA512:
6
+ metadata.gz: 9666b1a26e7eaaf9e10e5d8d893141c40166ceaaab4ce326caa15ef8ef7b98fd9538e3ba5ead40951dba1f1273eb26a1c951174f1d22147e9da145813abf36a3
7
+ data.tar.gz: 0874b4b4aed90a687f3e2c94270d63cb46134636a3db54b27d226bcd87296898dc383504f974832ba917960af3a2009f744e9e0b89c893e46403a70686d2cda8
data/.gitignore ADDED
@@ -0,0 +1,14 @@
1
+ /.bundle/
2
+ /.yardoc
3
+ /Gemfile.lock
4
+ /_yardoc/
5
+ /coverage/
6
+ /doc/
7
+ /pkg/
8
+ /spec/reports/
9
+ /tmp/
10
+
11
+ # rspec failure tracking
12
+ .rspec_status
13
+
14
+ **/*.DS_Store
data/.rspec ADDED
@@ -0,0 +1,3 @@
1
+ --format documentation
2
+ --color
3
+ --require spec_helper
data/.rubocop.yml ADDED
@@ -0,0 +1,59 @@
1
+ AllCops:
2
+ TargetRubyVersion: 2.3
3
+
4
+ Metrics/LineLength:
5
+ Max: 120 # ~the width of a github code panel
6
+
7
+ Metrics/MethodLength:
8
+ CountComments: false
9
+ Max: 50
10
+
11
+ Metrics/BlockLength:
12
+ Exclude:
13
+ - "Rakefile"
14
+ - "**/*.rake"
15
+ - "spec/**/*.rb"
16
+
17
+ Metrics/ClassLength:
18
+ Enabled: false
19
+ Metrics/ModuleLength:
20
+ Enabled: false
21
+
22
+ Style/TrailingCommaInLiteral:
23
+ EnforcedStyleForMultiline: consistent_comma
24
+ Style/TrailingCommaInArguments:
25
+ EnforcedStyleForMultiline: comma
26
+
27
+ Style/Documentation:
28
+ Enabled: false
29
+
30
+ Style/StringLiterals:
31
+ EnforcedStyle: single_quotes
32
+
33
+ Style/CollectionMethods:
34
+ Enabled: true
35
+ PreferredMethods:
36
+ collect: 'map'
37
+ collect!: 'map!'
38
+ inject: 'reduce'
39
+ find: 'detect'
40
+ find_all: 'select'
41
+
42
+ Style/AsciiComments:
43
+ Enabled: false
44
+
45
+ Style/Lambda:
46
+ EnforcedStyle: literal
47
+
48
+ Style/FrozenStringLiteralComment:
49
+ Enabled: false
50
+
51
+ Style/MutableConstant:
52
+ Enabled: false
53
+
54
+ Metrics/AbcSize:
55
+ Max: 45
56
+ Metrics/CyclomaticComplexity:
57
+ Max: 9
58
+ Metrics/PerceivedComplexity:
59
+ Max: 10
data/.travis.yml ADDED
@@ -0,0 +1,5 @@
1
+ sudo: false
2
+ language: ruby
3
+ rvm:
4
+ - 2.3.0
5
+ before_install: gem install bundler -v 1.15.1
data/Gemfile ADDED
@@ -0,0 +1,4 @@
1
+ source "https://rubygems.org"
2
+
3
+ # Specify your gem's dependencies in twobook.gemspec
4
+ gemspec
data/LICENSE.txt ADDED
@@ -0,0 +1,21 @@
1
+ The MIT License (MIT)
2
+
3
+ Copyright (c) 2017 Michael Parry
4
+
5
+ Permission is hereby granted, free of charge, to any person obtaining a copy
6
+ of this software and associated documentation files (the "Software"), to deal
7
+ in the Software without restriction, including without limitation the rights
8
+ to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
9
+ copies of the Software, and to permit persons to whom the Software is
10
+ furnished to do so, subject to the following conditions:
11
+
12
+ The above copyright notice and this permission notice shall be included in
13
+ all copies or substantial portions of the Software.
14
+
15
+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
16
+ IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
17
+ FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
18
+ AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
19
+ LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
20
+ OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
21
+ THE SOFTWARE.
data/README.md ADDED
@@ -0,0 +1,37 @@
1
+ # Twobook
2
+
3
+ Double-entry accounting with superpowers (alpha!)
4
+
5
+ ## Installation
6
+
7
+ Add this line to your application's Gemfile:
8
+
9
+ ```ruby
10
+ gem 'twobook'
11
+ ```
12
+
13
+ And then execute:
14
+
15
+ $ bundle
16
+
17
+ Or install it yourself as:
18
+
19
+ $ gem install twobook
20
+
21
+ ## Usage
22
+
23
+ TODO
24
+
25
+ ## Development
26
+
27
+ After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.
28
+
29
+ To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and tags, and push the `.gem` file to [rubygems.org](https://rubygems.org).
30
+
31
+ ## Contributing
32
+
33
+ Bug reports and pull requests are welcome on GitHub at https://github.com/michael.parry@novicap.com/twobook.
34
+
35
+ ## License
36
+
37
+ The gem is available as open source under the terms of the [MIT License](http://opensource.org/licenses/MIT).
data/Rakefile ADDED
@@ -0,0 +1,6 @@
1
+ require "bundler/gem_tasks"
2
+ require "rspec/core/rake_task"
3
+
4
+ RSpec::Core::RakeTask.new(:spec)
5
+
6
+ task :default => :spec
data/bin/console ADDED
@@ -0,0 +1,14 @@
1
+ #!/usr/bin/env ruby
2
+
3
+ require "bundler/setup"
4
+ require "twobook"
5
+
6
+ # You can add fixtures and/or initialization code here to make experimenting
7
+ # with your gem easier. You can also use a different console, if you like.
8
+
9
+ # (If you use this, don't forget to add pry to your Gemfile!)
10
+ # require "pry"
11
+ # Pry.start
12
+
13
+ require "irb"
14
+ IRB.start(__FILE__)
data/bin/setup ADDED
@@ -0,0 +1,8 @@
1
+ #!/usr/bin/env bash
2
+ set -euo pipefail
3
+ IFS=$'\n\t'
4
+ set -vx
5
+
6
+ bundle install
7
+
8
+ # Do any other automated setup that you need to do here
@@ -0,0 +1,167 @@
1
+ module Twobook
2
+ class Account
3
+ ACCOUNT_TYPES = %i(assets liabilities revenue expenses records)
4
+
5
+ attr_reader :name, :balance, :data, :tags, :entries, :ledger
6
+
7
+ def initialize(balance: 0, **data)
8
+ @balance = Twobook.wrap_number(balance)
9
+ @entries = []
10
+
11
+ @data = data
12
+ @name = define_name
13
+
14
+ valid_data = self.class.name_includes + self.class.has
15
+ data.keys.each do |key|
16
+ raise "Invalid data #{key} for #{self.class.category}" unless key.in?(valid_data)
17
+ end
18
+ end
19
+
20
+ def clone
21
+ c = super
22
+ c.instance_variable_set(:@entries, @entries.map(&:clone))
23
+ c.instance_variable_set(:@data, @data.deep_dup)
24
+ c
25
+ end
26
+
27
+ def <<(other)
28
+ raise 'Can only append entries to accounts' unless other.is_a?(Entry)
29
+
30
+ @entries << other
31
+ @entries.sort_by!(&:event)
32
+ @balance = Twobook.wrap_number(@balance + other.amount)
33
+ update_mutable_data(other.data)
34
+ self
35
+ end
36
+
37
+ def +(other)
38
+ clone << other
39
+ end
40
+
41
+ def balance_before_event(event)
42
+ @entries.reduce(0) do |running_total, entry|
43
+ return running_total if entry.event >= event
44
+ running_total + entry.amount
45
+ end
46
+ end
47
+
48
+ def data_before_event(event)
49
+ @entries.reduce(@data.slice(*self.class.name_includes)) do |running_total, entry|
50
+ return running_total if entry.event >= event
51
+ running_total.merge(entry.data)
52
+ end
53
+ end
54
+
55
+ def balance_before(time)
56
+ @entries.reduce(0) do |running_total, entry|
57
+ return running_total if entry.event.happened_at >= time
58
+ running_total + entry.amount
59
+ end
60
+ end
61
+
62
+ def data_before(time)
63
+ @entries.reduce(@data.slice(*self.class.name_includes)) do |running_total, entry|
64
+ return running_total if entry.event.happened_at >= time
65
+ running_total.merge(entry.data)
66
+ end
67
+ end
68
+
69
+ def update_mutable_data(data)
70
+ validate_data_mutable(data)
71
+ @data = @data.merge(data).sort.to_h
72
+ self
73
+ end
74
+
75
+ def validate_data_mutable(new_data)
76
+ new_data.keys.each do |k|
77
+ raise "Attribute #{k} cannot be modified in #{inspect}" if k.in?(self.class.name_includes)
78
+ raise "Unknown parameter #{k} given to #{inspect}" unless k.in?(self.class.has)
79
+ end
80
+ end
81
+
82
+ # Account equality is based only on name, which must be unique
83
+ def ==(other)
84
+ @name == other.name
85
+ end
86
+ alias eql? ==
87
+
88
+ def hash
89
+ @name.hash
90
+ end
91
+
92
+ def inspect
93
+ inspected_balance = @balance.to_f
94
+ "<#{self.class.name} @name=#{@name} @balance=#{inspected_balance} entry_count=#{@entries.count}>"
95
+ end
96
+
97
+ def self.category
98
+ name.underscore.gsub("#{Twobook.configuration.accounting_namespace.underscore}/accounts/", '')
99
+ end
100
+
101
+ def self.from_name(name)
102
+ category_part = name.split(':').first
103
+ match = types.detect do |t|
104
+ t.name =~ /#{category_part.camelize}$/
105
+ end
106
+ raise "Bad account name: #{name}" unless match
107
+ match
108
+ end
109
+
110
+ def self.types
111
+ Utilities.types(Twobook::Account)
112
+ end
113
+
114
+ def self.tagged?(tag)
115
+ if tag.is_a?(Array)
116
+ tag.empty? || tag.all? { |t| tagged?(t) }
117
+ else
118
+ tags.include?(tag)
119
+ end
120
+ end
121
+
122
+ def self.account_type(*args)
123
+ return @account_type if args.empty?
124
+ unless args.first.in?(ACCOUNT_TYPES)
125
+ raise "Invalid account type #{args.first} for #{name}. Valid types: #{ACCOUNT_TYPES}"
126
+ end
127
+ @account_type = args.first
128
+ end
129
+
130
+ def self.name_includes(*args)
131
+ @name_includes ||= []
132
+ return @name_includes if args.empty?
133
+ @name_includes += args
134
+ end
135
+
136
+ def self.tags(*args)
137
+ @tags ||= []
138
+ return @tags if args.empty?
139
+ @tags += args
140
+ end
141
+
142
+ def self.has(*args)
143
+ @has ||= []
144
+ return @has if args.empty?
145
+ @has += args
146
+ end
147
+
148
+ def self.description(*args)
149
+ @description ||= ''
150
+ return @description if args.empty?
151
+ @description = args.first
152
+ end
153
+
154
+ private
155
+
156
+ def define_name
157
+ default = self.class.category
158
+ custom_parts = self.class.name_includes.sort.map do |key|
159
+ value = @data.dig(key)
160
+ raise "Cannot initialize #{self.class.name}: needed #{key}" if value.blank?
161
+ value
162
+ end
163
+
164
+ ([default] + custom_parts).join(':')
165
+ end
166
+ end
167
+ end
@@ -0,0 +1,208 @@
1
+ module Twobook
2
+ class AccountQuery
3
+ def after(event)
4
+ @after = event
5
+ self
6
+ end
7
+
8
+ def none?
9
+ false
10
+ end
11
+
12
+ def execute(array)
13
+ array
14
+ end
15
+
16
+ def and(other)
17
+ AndQuery.new(self, other)
18
+ end
19
+ alias & and
20
+
21
+ def or(other)
22
+ OrQuery.new(self, other)
23
+ end
24
+ alias | or
25
+
26
+ def where(constraints)
27
+ WhereQuery.new(self, constraints)
28
+ end
29
+
30
+ def named(constraints)
31
+ WhereQuery.new(self, constraints).convert_to_name_query
32
+ end
33
+
34
+ def none
35
+ NoneQuery.new
36
+ end
37
+
38
+ def self.where(constraints)
39
+ new.where(constraints)
40
+ end
41
+
42
+ def self.named(constraints)
43
+ new.named(constraints)
44
+ end
45
+
46
+ def self.none
47
+ new.none
48
+ end
49
+
50
+ class NoneQuery < AccountQuery
51
+ def execute(_)
52
+ []
53
+ end
54
+
55
+ def none?
56
+ true
57
+ end
58
+ end
59
+
60
+ class WhereQuery < AccountQuery
61
+ ATTRIBUTE_CONSTRAINTS = %i(ledger name)
62
+ CLASS_CONSTRAINTS = %i(category account_type)
63
+
64
+ def initialize(child_query, original_constraints)
65
+ constraints = original_constraints.deep_dup
66
+
67
+ # Slice up the constraints into types
68
+ @attribute_constraints = constraints.extract!(*ATTRIBUTE_CONSTRAINTS)
69
+ @class_constraints = constraints.extract!(*CLASS_CONSTRAINTS)
70
+
71
+ # Support category shorthand and check it exists
72
+ # e.g. "sme/liabilities/payout" instead of Accounting::Accounts::Sme::Liabilities::Payout.name
73
+ category = @attribute_constraints[:category]
74
+ if category.present?
75
+ unless category_name.in?(Twobook::Account.types.map { |t| t.class.category })
76
+ raise "Invalid category: #{category}"
77
+ end
78
+ end
79
+
80
+ @balance_constraint = constraints.delete(:balance)
81
+ @tags_constraint = constraints.delete(:tags)
82
+ @data_constraints = constraints
83
+
84
+ @child_query = child_query
85
+ end
86
+
87
+ def none?
88
+ @child_query.none?
89
+ end
90
+
91
+ def execute(array)
92
+ @child_query.execute(array).select do |account|
93
+ next unless matches_attributes(account)
94
+ next unless matches_class(account)
95
+ next unless matches_data(account)
96
+ next unless matches_balance(account)
97
+
98
+ next if @tags_constraint && !account.class.tagged?(@tags_constraint)
99
+
100
+ true
101
+ end
102
+ end
103
+
104
+ def category
105
+ @class_constraints[:category]
106
+ end
107
+
108
+ def data
109
+ @data_constraints
110
+ end
111
+
112
+ def convert_to_name_query
113
+ if @attribute_constraints[:name].present?
114
+ NameQuery.new(@attribute_constraints[:name])
115
+ else
116
+ account = construct_account
117
+ NameQuery.new(account.name, account: construct_account)
118
+ end
119
+ end
120
+
121
+ def construct_account
122
+ klass = Account.types.detect { |t| t.category == category }
123
+ raise "Can't find matching class for category #{category}" unless klass.present?
124
+ klass.new(balance: 0, **data)
125
+ end
126
+
127
+ def inspect
128
+ "<#{self.class.name} @attribute_constraints=#{@attribute_constraints} " \
129
+ "@class_constraints=#{@class_constraints} " \
130
+ "@data_constraints=#{@data_constraints} " \
131
+ "@tags_constraint=#{@tags_constraint || 'nil'}>"
132
+ end
133
+
134
+ private
135
+
136
+ def matches_data(account)
137
+ account_data = account.data.to_a
138
+ @data_constraints.none? { |pair| !pair.in?(account_data) }
139
+ end
140
+
141
+ def matches_attributes(account)
142
+ @attribute_constraints.none? { |k, v| account.public_send(k) != v }
143
+ end
144
+
145
+ def matches_class(account)
146
+ @class_constraints.none? { |k, v| account.class.public_send(k) != v }
147
+ end
148
+
149
+ def matches_balance(account)
150
+ return true if @balance_constraint.nil?
151
+ return account.balance.positive? if @balance_constraint == :positive
152
+ account.balance == @balance_constraint
153
+ end
154
+ end
155
+
156
+ class NameQuery < AccountQuery
157
+ attr_reader :name
158
+
159
+ def initialize(name, account: nil)
160
+ @name = name
161
+ @account = account
162
+ end
163
+
164
+ def construct_account
165
+ raise 'Could not construct an account from this name query: no data or category' if @account.nil?
166
+ @account
167
+ end
168
+
169
+ def execute(accounts)
170
+ accounts.select { |account| account.name == @name }
171
+ end
172
+ end
173
+
174
+ class AndQuery < AccountQuery
175
+ attr_reader :first, :second
176
+
177
+ def initialize(first, second)
178
+ @first = first
179
+ @second = second
180
+ end
181
+
182
+ def execute(array)
183
+ @first.execute(array) & @second.execute(array)
184
+ end
185
+
186
+ def none?
187
+ @first.none? || @second.none?
188
+ end
189
+ end
190
+
191
+ class OrQuery < AccountQuery
192
+ attr_reader :first, :second
193
+
194
+ def initialize(first, second)
195
+ @first = first
196
+ @second = second
197
+ end
198
+
199
+ def none?
200
+ @first.none? && @second.none?
201
+ end
202
+
203
+ def execute(array)
204
+ @first.execute(array) | @second.execute(array)
205
+ end
206
+ end
207
+ end
208
+ end
@@ -0,0 +1,79 @@
1
+ module Twobook
2
+ class Agreement
3
+ attr_reader :data
4
+
5
+ def initialize(data = {})
6
+ @data = data
7
+
8
+ remaining_keys_to_match = self.class.has.deep_dup
9
+ @data.each do |k, v|
10
+ raise "Cannot initialize agreement #{inspect}: unexpected parameter #{k}" if remaining_keys_to_match.delete(k).nil?
11
+ raise "Cannot initialize agreement #{inspect}: #{k} is nil" if v.nil?
12
+ define_singleton_method k, -> { @data.dig(k) }
13
+
14
+ @data[k] = Twobook.wrap_number(v) if v.is_a?(Numeric)
15
+ end
16
+
17
+ if remaining_keys_to_match.any?
18
+ raise "Cannot initialize agreement #{inspect}: required #{remaining_keys_to_match}"
19
+ end
20
+ end
21
+
22
+ def handlers_for(event)
23
+ handler_names = self.class.handles[event.class.event_name]
24
+
25
+ if handler_names.nil? || handler_names.none?
26
+ raise "Missing handler: #{inspect} cannot handle #{event.class.event_name}"
27
+ end
28
+
29
+ handler_names.map do |handler_name|
30
+ Handler.from_name(handler_name).new(
31
+ event: event,
32
+ **@data,
33
+ )
34
+ end
35
+ end
36
+
37
+ def inspect
38
+ "<#{self.class.name} @data=#{@data}>"
39
+ end
40
+
41
+ def self.agreement_name
42
+ name.underscore.gsub("#{Twobook.configuration.accounting_namespace.underscore}/agreements/", '')
43
+ end
44
+
45
+ def self.handles(event_name = nil, with: nil)
46
+ @handles ||= {}
47
+ return @handles if event_name.nil?
48
+
49
+ if @handles[event_name].present?
50
+ raise "Duplicate handler: more than one handler defined for #{event_name} on #{name}"
51
+ end
52
+
53
+ # Check that all names map to valid classes
54
+ Event.from_name(event_name)
55
+ handler_names = with.is_a?(Array) ? with : [with]
56
+ handler_names.each { |handler_name| Handler.from_name(handler_name) }
57
+
58
+ @handles[event_name] = handler_names
59
+ end
60
+
61
+ def self.has(*args)
62
+ @has ||= []
63
+ return @has if args.empty?
64
+ @has += args
65
+ end
66
+
67
+ def self.from_name(name)
68
+ match = types.detect do |t|
69
+ t.name =~ /#{name.camelize}$/
70
+ end
71
+ raise "Bad agreement name: #{name}" unless match
72
+ match
73
+ end
74
+
75
+ def self.types
76
+ Utilities.types(self)
77
+ end
78
+ end
79
+ end
@@ -0,0 +1,18 @@
1
+ module Twobook
2
+ class Configuration
3
+ attr_accessor :accounting_namespace
4
+ end
5
+
6
+ def self.configuration
7
+ @configuration
8
+ end
9
+
10
+ def self.configure
11
+ @configuration ||= Configuration.new
12
+ yield(@configuration)
13
+ end
14
+
15
+ configure do |config|
16
+ config.accounting_namespace = 'Accounting'
17
+ end
18
+ end