freee-demo-kit 0.1.4

package/presets/invoices/quickstart/preset.json

@@ -0,0 +1,246 @@
+{
+  "name": "請求書・売掛金クイックスタート",
+  "description": "架空の中小企業（ITコンサルティング業）の請求書・売掛金デモデータ。入金前の売上計上から入金消込までのフローを含む。",
+  "version": "1.0.0",
+  "expected": {
+    "walletables": 2,
+    "deals": 22,
+    "manualJournals": 6
+  },
+  "data": {
+    "walletables": [
+      {
+        "type": "bank_account",
+        "name": "ひばり信用金庫 普通預金",
+        "bank_id": 2407
+      },
+      {
+        "type": "credit_card",
+        "name": "法人ビジネスカード",
+        "bank_id": 1442
+      }
+    ],
+    "deals": [
+      {
+        "issue_date": "2026-01-05",
+        "type": "income",
+        "partner_name": "株式会社エコーシステムズ",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 1100000, "description": "ITコンサルティング 1月分（請求書 #INV-2601）" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-10",
+        "type": "income",
+        "partner_name": "北栄産業株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 770000, "description": "システム導入支援 第1フェーズ（請求書 #INV-2602）" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-15",
+        "type": "income",
+        "partner_name": "三栄商事株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 550000, "description": "業務改善コンサルティング 1月（請求書 #INV-2603）" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-20",
+        "type": "income",
+        "partner_name": "中央物流株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 330000, "description": "運用サポート 1月（請求書 #INV-2604）" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-28",
+        "type": "income",
+        "partner_name": "株式会社エコーシステムズ",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 440000, "description": "追加開発対応 1月（請求書 #INV-2605）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-05",
+        "type": "income",
+        "partner_name": "北栄産業株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 770000, "description": "システム導入支援 第2フェーズ（請求書 #INV-2606）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-10",
+        "type": "income",
+        "partner_name": "三栄商事株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 550000, "description": "業務改善コンサルティング 2月（請求書 #INV-2607）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-14",
+        "type": "income",
+        "partner_name": "太平製造株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 660000, "description": "製造ライン効率化支援（請求書 #INV-2608）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-20",
+        "type": "income",
+        "partner_name": "中央物流株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 330000, "description": "運用サポート 2月（請求書 #INV-2609）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-28",
+        "type": "income",
+        "partner_name": "株式会社エコーシステムズ",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 1100000, "description": "ITコンサルティング 2月分（請求書 #INV-2610）" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-05",
+        "type": "income",
+        "partner_name": "北栄産業株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 770000, "description": "システム導入支援 第3フェーズ（請求書 #INV-2611）" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-10",
+        "type": "income",
+        "partner_name": "三栄商事株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 550000, "description": "業務改善コンサルティング 3月（請求書 #INV-2612）" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-15",
+        "type": "income",
+        "partner_name": "太平製造株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 660000, "description": "製造ライン効率化支援 第2期（請求書 #INV-2613）" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-20",
+        "type": "income",
+        "partner_name": "中央物流株式会社",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 330000, "description": "運用サポート 3月（請求書 #INV-2614）" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-31",
+        "type": "income",
+        "partner_name": "株式会社エコーシステムズ",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 880000, "description": "年度末特別対応（請求書 #INV-2615）" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-15",
+        "type": "expense",
+        "partner_name": "山田印刷株式会社",
+        "details": [
+          { "account_item_name": "消耗品費", "tax_code": 34, "amount": 33000, "description": "請求書・納品書 印刷・製本代" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-31",
+        "type": "expense",
+        "partner_name": "クレストビジネスサービス株式会社",
+        "details": [
+          { "account_item_name": "支払手数料", "tax_code": 34, "amount": 11000, "description": "請求書管理ソフト利用料 1月" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-28",
+        "type": "expense",
+        "partner_name": "クレストビジネスサービス株式会社",
+        "details": [
+          { "account_item_name": "支払手数料", "tax_code": 34, "amount": 11000, "description": "請求書管理ソフト利用料 2月" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-31",
+        "type": "expense",
+        "partner_name": "クレストビジネスサービス株式会社",
+        "details": [
+          { "account_item_name": "支払手数料", "tax_code": 34, "amount": 11000, "description": "請求書管理ソフト利用料 3月" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-31",
+        "type": "expense",
+        "partner_name": "ひばり信用金庫",
+        "details": [
+          { "account_item_name": "支払手数料", "tax_code": 0, "amount": 3300, "description": "振込手数料 3月分" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-10",
+        "type": "expense",
+        "partner_name": "コンサルタント 中村",
+        "details": [
+          { "account_item_name": "旅費交通費", "tax_code": 34, "amount": 24800, "description": "客先訪問 交通費精算（名古屋往復）" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-20",
+        "type": "expense",
+        "partner_name": "ネットワーク通信株式会社",
+        "details": [
+          { "account_item_name": "通信費", "tax_code": 34, "amount": 18700, "description": "オフィス回線・携帯電話代 3月分" }
+        ]
+      }
+    ],
+    "manualJournals": [
+      {
+        "issue_date": "2026-01-31",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "売掛金", "tax_code": 0, "amount": 3190000, "description": "1月末 売掛金計上（未入金分）" },
+          { "entry_side": "credit", "account_item_name": "売上高", "tax_code": 21, "amount": 3190000, "description": "1月末 売上計上" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-15",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "ひばり信用金庫 普通預金", "tax_code": 0, "amount": 1100000, "description": "エコーシステムズ 1月分入金消込" },
+          { "entry_side": "credit", "account_item_name": "売掛金", "tax_code": 0, "amount": 1100000, "description": "売掛金回収 #INV-2601" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-28",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "売掛金", "tax_code": 0, "amount": 3410000, "description": "2月末 売掛金計上（未入金分）" },
+          { "entry_side": "credit", "account_item_name": "売上高", "tax_code": 21, "amount": 3410000, "description": "2月末 売上計上" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-15",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "ひばり信用金庫 普通預金", "tax_code": 0, "amount": 770000, "description": "北栄産業 2月分入金消込" },
+          { "entry_side": "credit", "account_item_name": "売掛金", "tax_code": 0, "amount": 770000, "description": "売掛金回収 #INV-2606" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-31",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "売掛金", "tax_code": 0, "amount": 3190000, "description": "3月末 売掛金計上（未入金分）" },
+          { "entry_side": "credit", "account_item_name": "売上高", "tax_code": 21, "amount": 3190000, "description": "3月末 売上計上" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-31",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "貸倒繰入額(販)", "tax_code": 0, "amount": 50000, "description": "期末 貸倒引当金計上" },
+          { "entry_side": "credit", "account_item_name": "貸倒引当金(売)", "tax_code": 0, "amount": 50000, "description": "期末 貸倒引当金設定" }
+        ]
+      }
+    ]
+  }
+}

package/presets/invoices/subscription/preset.json

@@ -0,0 +1,263 @@
+{
+  "name": "SaaS・月次サブスクリプション請求",
+  "description": "SaaS事業者の月次サブスクリプション請求・売上管理データ。前払い・月次・年次プランの混在、トライアル→有料転換、解約返金処理など、SaaS/クラウドサービス事業者の実務を網羅。",
+  "version": "1.0.0",
+  "expected": {
+    "walletables": 2,
+    "deals": 24,
+    "manualJournals": 6
+  },
+  "data": {
+    "walletables": [
+      {
+        "type": "bank_account",
+        "name": "さくら銀行 普通預金（SaaS事業用）",
+        "bank_id": 2407
+      },
+      {
+        "type": "wallet",
+        "name": "決済代行サービス（Stripe等）"
+      }
+    ],
+    "deals": [
+      {
+        "issue_date": "2026-01-01",
+        "type": "income",
+        "partner_name": "株式会社アルファソリューション",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 33000, "description": "クラウド会計ツール スタンダードプラン 月次 1月（税込 3万円/月）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-01",
+        "type": "income",
+        "partner_name": "株式会社アルファソリューション",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 33000, "description": "クラウド会計ツール スタンダードプラン 月次 2月" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-01",
+        "type": "income",
+        "partner_name": "株式会社アルファソリューション",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 33000, "description": "クラウド会計ツール スタンダードプラン 月次 3月" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-01",
+        "type": "income",
+        "partner_name": "合同会社ベータテクノロジー",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 110000, "description": "クラウド会計ツール エンタープライズプラン 月次 1月（税込 10万円/月）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-01",
+        "type": "income",
+        "partner_name": "合同会社ベータテクノロジー",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 110000, "description": "クラウド会計ツール エンタープライズプラン 月次 2月" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-01",
+        "type": "income",
+        "partner_name": "合同会社ベータテクノロジー",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 110000, "description": "クラウド会計ツール エンタープライズプラン 月次 3月" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-15",
+        "type": "income",
+        "partner_name": "株式会社ガンマコンサルティング",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 330000, "description": "クラウド会計ツール スタンダードプラン 年次一括払い（3万円×12ヶ月=36万税抜→税込）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-10",
+        "type": "income",
+        "partner_name": "株式会社デルタイノベーション",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 330000, "description": "クラウド会計ツール スタンダードプラン 年次一括払い（2月開始・12ヶ月分）" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-20",
+        "type": "income",
+        "partner_name": "フリーランス エプシロン 鈴木 一郎",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 11000, "description": "クラウド会計ツール ライトプラン 月次 1月（トライアル終了→有料転換）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-20",
+        "type": "income",
+        "partner_name": "フリーランス エプシロン 鈴木 一郎",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 11000, "description": "クラウド会計ツール ライトプラン 月次 2月" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-20",
+        "type": "income",
+        "partner_name": "フリーランス エプシロン 鈴木 一郎",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": 11000, "description": "クラウド会計ツール ライトプラン 月次 3月" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-15",
+        "type": "expense",
+        "partner_name": "株式会社ゼータテック",
+        "details": [
+          { "account_item_name": "売上高", "tax_code": 21, "amount": -16500, "description": "クラウド会計ツール スタンダードプラン 途中解約返金（返金額: 残期間8.5ヶ月分 → マイナス計上）" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-10",
+        "type": "expense",
+        "partner_name": "決済代行サービス",
+        "details": [
+          { "account_item_name": "支払手数料", "tax_code": 34, "amount": 11000, "description": "クレジットカード決済手数料 1月（売上の約2.5%相当）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-10",
+        "type": "expense",
+        "partner_name": "決済代行サービス",
+        "details": [
+          { "account_item_name": "支払手数料", "tax_code": 34, "amount": 11550, "description": "クレジットカード決済手数料 2月" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-10",
+        "type": "expense",
+        "partner_name": "決済代行サービス",
+        "details": [
+          { "account_item_name": "支払手数料", "tax_code": 34, "amount": 10450, "description": "クレジットカード決済手数料 3月" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-15",
+        "type": "expense",
+        "partner_name": "クラウドインフラ株式会社",
+        "details": [
+          { "account_item_name": "通信費", "tax_code": 34, "amount": 88000, "description": "クラウドインフラ費用 1月（サーバー・ストレージ）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-15",
+        "type": "expense",
+        "partner_name": "クラウドインフラ株式会社",
+        "details": [
+          { "account_item_name": "通信費", "tax_code": 34, "amount": 92400, "description": "クラウドインフラ費用 2月（利用量増により微増）" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-15",
+        "type": "expense",
+        "partner_name": "クラウドインフラ株式会社",
+        "details": [
+          { "account_item_name": "通信費", "tax_code": 34, "amount": 86900, "description": "クラウドインフラ費用 3月" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-25",
+        "type": "expense",
+        "partner_name": "給与計算",
+        "details": [
+          { "account_item_name": "給料手当", "tax_code": 0, "amount": 550000, "description": "開発・CS人件費 1月（エンジニア2名・CS担当1名）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-25",
+        "type": "expense",
+        "partner_name": "給与計算",
+        "details": [
+          { "account_item_name": "給料手当", "tax_code": 0, "amount": 550000, "description": "開発・CS人件費 2月" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-25",
+        "type": "expense",
+        "partner_name": "給与計算",
+        "details": [
+          { "account_item_name": "給料手当", "tax_code": 0, "amount": 550000, "description": "開発・CS人件費 3月" }
+        ]
+      },
+      {
+        "issue_date": "2026-01-31",
+        "type": "expense",
+        "partner_name": "カスタマーサクセス外注",
+        "details": [
+          { "account_item_name": "外注費", "tax_code": 34, "amount": 110000, "description": "CS業務委託 1月（オンボーディング・テクニカルサポート）" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-28",
+        "type": "expense",
+        "partner_name": "カスタマーサクセス外注",
+        "details": [
+          { "account_item_name": "外注費", "tax_code": 34, "amount": 110000, "description": "CS業務委託 2月" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-31",
+        "type": "expense",
+        "partner_name": "カスタマーサクセス外注",
+        "details": [
+          { "account_item_name": "外注費", "tax_code": 34, "amount": 110000, "description": "CS業務委託 3月" }
+        ]
+      }
+    ],
+    "manualJournals": [
+      {
+        "issue_date": "2026-01-15",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "売掛金",  "tax_code": 0,  "amount": 330000, "description": "ガンマコンサルティング 年次プラン請求計上" },
+          { "entry_side": "credit", "account_item_name": "前受金",  "tax_code": 0,  "amount": 302500, "description": "年次プラン 翌月〜12月分 前受計上（11ヶ月分）" },
+          { "entry_side": "credit", "account_item_name": "売上高",  "tax_code": 21, "amount": 27500,  "description": "年次プラン 当月分（1ヶ月）売上計上" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-01",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "前受金", "tax_code": 0,  "amount": 27500, "description": "ガンマコンサルティング 前受金 2月分振替" },
+          { "entry_side": "credit", "account_item_name": "売上高", "tax_code": 21, "amount": 27500, "description": "ガンマコンサルティング 年次プラン 2月分売上計上" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-01",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "前受金", "tax_code": 0,  "amount": 27500, "description": "ガンマコンサルティング 前受金 3月分振替" },
+          { "entry_side": "credit", "account_item_name": "売上高", "tax_code": 21, "amount": 27500, "description": "ガンマコンサルティング 年次プラン 3月分売上計上" }
+        ]
+      },
+      {
+        "issue_date": "2026-02-10",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "売掛金",  "tax_code": 0,  "amount": 330000, "description": "デルタイノベーション 年次プラン請求計上" },
+          { "entry_side": "credit", "account_item_name": "前受金",  "tax_code": 0,  "amount": 302500, "description": "年次プラン 翌月〜1月分 前受計上（11ヶ月分）" },
+          { "entry_side": "credit", "account_item_name": "売上高",  "tax_code": 21, "amount": 27500,  "description": "年次プラン 当月分（1ヶ月）売上計上" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-01",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "前受金", "tax_code": 0,  "amount": 27500, "description": "デルタイノベーション 前受金 3月分振替" },
+          { "entry_side": "credit", "account_item_name": "売上高", "tax_code": 21, "amount": 27500, "description": "デルタイノベーション 年次プラン 3月分売上計上" }
+        ]
+      },
+      {
+        "issue_date": "2026-03-31",
+        "details": [
+          { "entry_side": "debit",  "account_item_name": "売掛金", "tax_code": 0,  "amount": 154000, "description": "3月末 売掛金計上（月次プラン未回収分: アルファ+ベータ+エプシロン）" },
+          { "entry_side": "credit", "account_item_name": "売上高", "tax_code": 21, "amount": 154000, "description": "3月末 売掛金対応売上計上" }
+        ]
+      }
+    ]
+  }
+}