pais_legacy

• PAIS Legacy

Connects to PAIS Legacy (Informix) custom API over an ssh connection.

** Installation

Add this line to your application's Gemfile:

gem 'pais_legacy'

And then execute:

$ bundle install

Or install it yourself as:

$ gem install pais_legacy

** Usage

Interacting with the GEM

| API | Description | |----------------+-----------------------| | _create | Create a new entry | | _read | Read a single entry | | _index | Get a listing | | _update | Update existing entry | | _delete | Delete a single entry |

*** Chart of Accounts

#+begin_src ruby @pais_codes = PaisLegacy::Pais.glch_read(@pais_ledger) #+end_src

Result; : [{:value=>"1/1", :text=>"1/1-Sales Net Of Tax"}]

*** Trial Balance

**** Get trial balance

Get the trial balance from PAIS Legacy.

#+begin_src ruby PaisLegacy::Pais.get_trial_balance #+end_src

**** Get codes

Extract codes from Trial Balance

#+begin_src ruby @report = PaisLegacy::Pais.get_trial_balance @tb=PaisLegacy::TrialBalance.new(@report) @accounts = @tb.accounts_from_trial_balance #+end_src

Result of @codes; : [{value: "1", text: "1-Sales"}]

**** Save journal entries

This method saves the journal entries from Xero's trial balance but with PAIS Legacy account & sub account codes from the allocation table created by the user.

#+begin_src ruby @params={xero: ["270","200","0"], xero_name: ["Interest Income (270)","Sales (200)","Cash on Hand (0)"], pais: ["250/1","",""], dr: ["","678672.92",""], cr: ["0.75","","123"]} PaisLegacy::Pais.save_journals(ledger_code, @params) #+end_src

Result in CSV file output (FILE: "tmp/pais_journal_post_#{ledger}.csv") : "GJ,2,14/07/2022,5199,,250,1,Auto post (Xero Interest Income (270) -> 250/1),0.75"

**** Post GJ to PAIS Legacy

This reads the CSV created by save_journals and posts them to PAIS Legacy.

#+begin_src ruby @journal_count = PaisLegacy::Pais.post_journals(ledger_code) #+end_src

*** Invoices #+begin_src ruby pais=PaisLegacy.new invoices = pais.legacy_import_invoices(ledger,date) pais.display_invoices(invoices) #+end_src

** Development

After checking out the repo, run bin/setup to install dependencies. You can also run bin/console for an interactive prompt that will allow you to experiment.

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 the created tag, and push the .gem file to rubygems.org.

*** Publish version

1. Adjust lib/pais_legacy/version.rb
2. Commit changes 'Bump '
3. Gem build : gem build pais_legacy.gemspec
4. Push : gem push pais_legacy-0.7.3.gem

** Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/map7/pais_legacy.