Created
January 8, 2010 18:46
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Generate a HTML expense report using the FreeAgent API
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# this goes in ~/.freeagent | |
ENV['FA_COMPANY'] = 'mycompany' | |
ENV['FA_USERNAME'] = 'myloginemail' | |
ENV['FA_PASSWORD'] = 'mypassword' |
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<html> | |
<head> | |
<title>Expense Report for Luke Redpath (<%= label %>)</title> | |
<style> | |
<!-- | |
body { | |
margin: 0; padding: 50px; | |
font-family: Helvetica, Arial; | |
} | |
h1 { | |
font-weight: normal; | |
padding-top: 20px; | |
margin-bottom: 50px; | |
} | |
#logo { | |
position: absolute; | |
top: 50px; right: 50px; | |
} | |
table { | |
width: 100%; | |
border-collapse: collapse; | |
border-bottom: 2px solid #555; | |
margin-bottom: 30px; | |
} | |
th, td { | |
padding: 8px 3px; | |
} | |
th { | |
text-align: left; | |
border-bottom: 2px solid #555; | |
} | |
td { | |
border-bottom: 1px solid #ccc; | |
} | |
.numeric { | |
text-align: right; | |
} | |
tfoot td, tfoot th { | |
border-top: 2px solid #555; | |
background: #eee; | |
} | |
tfoot th { | |
text-align: right; | |
} | |
--> | |
</style> | |
</head> | |
<body> | |
<h1>Expense Report for Luke Redpath, <%= label %></h1> | |
<div id="logo"> | |
<img src="/Users/luke/Documents/Business/Branding/logo-small.png" width="200" height="52" alt="Logo Small"> | |
</div> | |
<table> | |
<thead> | |
<tr> | |
<th>Date</th> | |
<th>Description</th> | |
<th>Category</th> | |
<th>Appears on P11D?</th> | |
<th class="numeric">Total (GBP)</th> | |
</tr> | |
</thead> | |
<tbody> | |
<% expenses.sort_by(&:dated_on).each do |expense| %> | |
<tr> | |
<td><%= expense.dated_on.to_date.to_formatted_s(:short) %></td> | |
<td><%= expense.description %></td> | |
<td><%= expense.expense_type %></td> | |
<td></td> | |
<td class="numeric"><%= "%.2f" % -expense.gross_value %></td> | |
</tr> | |
<% end %> | |
</tbody> | |
<tfoot> | |
<tr> | |
<th colspan="4">Total</th> | |
<td class="numeric"><%= "%.2f" % -expenses.sum(&:gross_value) %></td> | |
</tr> | |
</tfoot> | |
</table> | |
<p><em>Generated at <%= Time.now %></em></p> | |
</body> | |
</html> |
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#!/usr/bin/env ruby | |
require File.join(File.dirname(__FILE__), *%w[freeagent freeagent]) | |
require 'ostruct' | |
require 'erb' | |
require 'tempfile' | |
MY_USER_ID = XXXX | |
freeagent = FreeAgent::Company.new(ENV['FA_COMPANY'], ENV['FA_USERNAME'], ENV["FA_PASSWORD"]) | |
class ExpensesReport | |
def initialize(expenses, label) | |
@expenses = expenses | |
@label = label | |
end | |
def to_s | |
output = @label.upcase + "\n" + separator + "\n" | |
grouped_expenses.map do |category, expenses| | |
output << "#{category.ljust(60)}#{(-expenses.sum(&:gross_value)).to_s.rjust(10)}\n" | |
end | |
output << separator + "\n" | |
output | |
end | |
def to_html | |
vars = OpenStruct.new(:expenses => @expenses, :label => @label) | |
ERB.new(File.read(template_path)).result(vars.send(:binding)) | |
end | |
private | |
def separator | |
70.times.inject('') { |buff, x| buff + '-' } | |
end | |
def grouped_expenses | |
@grouped_expenses ||= @expenses.group_by(&:expense_type) | |
end | |
def template_path | |
File.join(File.dirname(__FILE__), *%w[freeagent templates expense_report.erb.html]) | |
end | |
end | |
report = case ARGV[0] | |
when 'last' | |
ExpensesReport.new(freeagent.expenses(MY_USER_ID, | |
:from => Date.today.last_month.beginning_of_month, | |
:to => Date.today.last_month.end_of_month | |
).find_all, "#{Date::MONTHNAMES[Date.today.last_month.month]} #{Date.today.last_month.year}") | |
else | |
ExpensesReport.new(freeagent.expenses(MY_USER_ID, | |
:from => Date.today.beginning_of_month, | |
:to => Date.today.end_of_month | |
).find_all, "#{Date::MONTHNAMES[Date.today.month]} #{Date.today.year}") | |
end | |
temp_path = "/tmp/expense_report_#{Time.now.to_i}.html" | |
File.open(temp_path, 'w+') do |io| | |
io.write(report.to_html) | |
end | |
system("open -a Safari #{temp_path}") | |
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require 'rubygems' | |
require 'restclient' | |
require 'crack' | |
require 'mash' | |
require 'active_support/all' | |
RestClient::Resource.class_eval do | |
def root | |
self.class.new(URI.parse(url).merge('/').to_s, options) | |
end | |
end | |
module FreeAgent | |
class Company | |
def initialize(domain, username, password) | |
@resource = RestClient::Resource.new( | |
"https://#{domain}.freeagentcentral.com", | |
:user => username, :password => password | |
) | |
end | |
def invoices | |
@invoices ||= Collection.new(@resource['invoices'], :entity => :invoice) | |
end | |
def contacts | |
@contacts ||= Collection.new(@resource['contacts'], :entity => :contact) | |
end | |
def expenses(user_id, options={}) | |
options.assert_valid_keys(:view, :from, :to) | |
options.reverse_merge!(:view => 'recent') | |
if options[:from] && options[:to] | |
options[:view] = "#{options[:from].strftime('%Y-%m-%d')}_#{options[:to].strftime('%Y-%m-%d')}" | |
end | |
Collection.new(@resource["users/#{user_id}/expenses?view=#{options[:view]}"], :entity => :expense) | |
end | |
end | |
class Collection | |
def initialize(resource, options={}) | |
@resource = resource | |
@entity = options.delete(:entity) | |
end | |
def url | |
@resource.url | |
end | |
def find(id) | |
entity_for_id(id).reload | |
end | |
def find_all | |
case (response = @resource.get).code | |
when 200 | |
if entities = Crack::XML.parse(response.body)[@entity.to_s.pluralize] | |
entities.map do |attributes| | |
entity_for_id(attributes['id'], attributes) | |
end | |
else | |
[] | |
end | |
end | |
end | |
def create(attributes) | |
payload = attributes.to_xml(:root => @entity.to_s ) | |
case (response = @resource.post(payload, | |
:content_type => 'application/xml', :accept => 'application/xml')).code | |
when 201 | |
resource_path = URI.parse(response.headers[:location]).path | |
Entity.from(@resource.root[resource_path], @entity) | |
end | |
end | |
def update(id, attributes) | |
entity_for_id(id).update(attributes, headers) | |
end | |
def destroy(id) | |
entity_for_id(id).destroy | |
end | |
private | |
def entity_for_id(id, attributes={}) | |
Entity.from(@resource[id], @entity, attributes) | |
end | |
end | |
class Entity | |
attr_reader :attributes | |
def initialize(resource, entity, attributes = {}) | |
@resource, @entity = resource, entity | |
@attributes = attributes.to_mash | |
end | |
def self.from(resource, entity, attributes = {}) | |
klass = begin | |
FreeAgent.const_get(entity.to_s.classify) | |
rescue NameError | |
self | |
end | |
klass.new(resource, entity, attributes) | |
end | |
def url | |
@resource.url | |
end | |
def get(options) | |
@resource.get(options) | |
end | |
def collection(path, entity) | |
Collection.new(@resource[path], :entity => entity) | |
end | |
def reload | |
returning(self) do | |
@attributes = Crack::XML.parse(@resource.get)[@entity.to_s].to_mash | |
end | |
end | |
def update(attributes = {}) | |
@resource.put(attributes.to_xml(:root => @entity.to_s.downcase), | |
:content_type =>'application/xml', :accept => 'application/xml') | |
end | |
def destroy | |
@resource.delete | |
end | |
def id | |
@attributes["id"] | |
end | |
private | |
def method_missing(*args) | |
@attributes.send(*args) | |
end | |
end | |
class Invoice < Entity | |
def mark_as_sent! | |
@resource["mark_as_sent"].put("", | |
:content_type =>'application/xml', :accept => 'application/xml') | |
end | |
end | |
end |
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#!/usr/bin/env ruby | |
# all of my FreeAgent scripts use ENV vars to grab the login credentials | |
# I wrap things up in a small bin wrapper script like this which loads in | |
# ~/.freeagent to set the ENV vars followed by the script itself. | |
load('~/.freeagent') | |
load('~/Code/mine/utilities/expenses_report.rb') |
Try the updated version above, check you're settings are correct.
I made a few minor changes, but works now, thank you :)
I assume the column for P11D is information you input manually?
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Doesn't work :(