https://github.com/gchan/accy-rails

Double-entry bookkeeping accounting on Rails - A weekend project
https://github.com/gchan/accy-rails

Last synced: about 2 months ago
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Double-entry bookkeeping accounting on Rails - A weekend project

• Host: GitHub
• URL: https://github.com/gchan/accy-rails
• Owner: gchan
• Created: 2014-08-17T08:21:32.000Z (over 10 years ago)
• Default Branch: master
• Last Pushed: 2014-08-17T08:37:49.000Z (over 10 years ago)
• Last Synced: 2024-10-11T23:36:08.221Z (2 months ago)
• Language: Ruby
• Size: 633 KB
• Stars: 5
• Watchers: 3
• Forks: 2
• Open Issues: 1
• Metadata Files:
  • Readme: README.md

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README

        
ACCY - Bookkeeping on Rails

====

Simple double-entry accounting system built on Ruby on Rails.

This was a weekend prototype project for fun and profit.

It goes without saying this is unstable and nowhere near production ready.

I rarely share my incomplete, unpolished projects, so this is the first one!

![Chart of Accounts](https://raw.github.com/gchan/accy-rails/master/doc/images/chart-of-accounts.png)

![Journal Entries](https://raw.github.com/gchan/accy-rails/master/doc/images/journal-entries.png)

![Account Transactions](https://raw.github.com/gchan/accy-rails/master/doc/images/account-transactions.png)

## Features

* Double-entry journal system

* Imports Xero data (accounts and general ledger)

* Chart of accounts (Assets, Liabilities, Equity, Revenue, Expenses)

* Supports creation of new accounts and simple entries (one debit and one credit transaction)

##  List of potential things to do (The dream)

#### Features

* Transaction search (and global search)

* Export charts of accounts and ledger via Web interface

* Invoicing

* Contacts

* File upload, attach to ledger entries

#### Reporting

* Balance Sheet

* Income Statement (Profit and Loss)

* and others

#### Charting

* Dashboard widgets

* Charts, graphs, etc.

#### Accounting Rules

* Balance day adjustments

* Depreciation

* GST (sales tax) support

#### Multitenancy

* User accounts with Devise

* OAuth login (Google, GitHub, etc.)

* Organisation support

* Authorisation and access control through pundit

#### Replace Plutus with a customised bookkeeping solution with additional features

* Better constraints (deletion restriction)

* Better association integrity and data retrieval via ActiveRecord

* Better entry building (form objects)

* Individual line entry narrations

#### User Interface, User Experience

* Journal entry form to support multiple transactions and made to look more familiar

* Auto-complete where appropriate

* Better form layouts and errors (remove simple_form for control and flexibility?)

* Bootstrap theme/customisation

#### Security, common-sense

* Prevent accidental deletion, modification in back-end (accounts with entries currently can be deleted!)

* Authorisation

* Clean up code, remove scaffolding

#### Tests

* RSpec unit tests

* Capybara integration tests

* PhantomJS driver with poltergeist

* FactoryGirl fixtures