Hws::Transactions

Financial Primitive - Transaction

Any financial usecase will have the need to maintain the list of transactions performed. This is the primitive library to manage them. There are two entities - TransactionGroup and TransactionEntry.

TransactionGroup - This can be used to dictate the type of transaction and provide the scheme for the entries.
TransactionEntry - These are the actual transactions that occur in the usecase.

Installation

Add this line to your application's Gemfile:

gem 'hws-transactions'

And then execute:

$ bundle install

Or install it yourself as:

$ gem install hws-transactions

Usage

Generate migration file:

The gem needs two tables transaction_groups and transaction_entries. They can be created by running the following commands.

    $ bundle exec rails generate hws:transaction:install
    $ bundle exec rake db:migrate

Create a transaction group

Hws::Transactions.create_group('Vendor Payments', 'Track Vendor Payments Sent', ['status', 'vendor_acknowledged'], ['vendor_name', 'invoice_number', 'payment_date'])
=> #<Hws::Transactions::Models::TransactionGroup id: "619f676d-085a-f890-9f73-6b6821ea1cad", name: "Vendor Payments", description: "Track Vendor Payments Sent", tags: {"mutable_tags"=>["status", "vendor_acknowledged"], "immutable_tags"=>["vendor_name", "invoice_number", "payment_date"]}, created_at: "2021-11-25 10:37:33", updated_at: "2021-11-25 10:37:33"> # returns the TransactionGroup object which was created

Get a transaction group

Hws::Transactions.get_group("619f676d-085a-f890-9f73-6b6821ea1cad")
=> #<Hws::Transactions::Models::TransactionGroup id: "619f676d-085a-f890-9f73-6b6821ea1cad", name: "Vendor Payments", description: "Track Vendor Payments Sent", tags: {"mutable_tags"=>["status", "vendor_acknowledged"], "immutable_tags"=>["vendor_name", "invoice_number", "payment_date"]}, created_at: "2021-11-25 10:37:33", updated_at: "2021-11-25 10:37:33">

Add a transaction entry

Hws::Transactions.add_entry("619f676d-085a-f890-9f73-6b6821ea1cad", 15.25, Time.now, { mutable_tags: {status: 'SENT', 'vendor_acknowledged': true}, immutable_tags: {vendor_name: 'ACME Inc', invoice_number: 'DEMO123', payment_date: '2021-11-25'}})
=> #<Hws::Transactions::Models::TransactionEntry id: "619f6e3d-2090-e0a0-668d-d4da170b77c0", transaction_group_id: "619f676d-085a-f890-9f73-6b6821ea1cad", value: 15, txn_time: "2021-11-25 11:06:37", immutable_tags: {"vendor_name"=>"ACME Inc", "invoice_number"=>"DEMO123", "payment_date"=>"2021-11-25"}, mutable_tags: {"status"=>"SENT", "vendor_acknowledged"=>false}, created_at: "2021-11-25 11:06:37", updated_at: "2021-11-25 11:06:37">

Update a transaction entry

Hws::Transactions.update_entry("619f676d-085a-f890-9f73-6b6821ea1cad", "619f6e3d-2090-e0a0-668d-d4da170b77c0", {status: 'COMPLETED', 'vendor_acknowledged': true})
=> true # Update successful

Fetch a transaction entry list

Hws::Transactions.list_entries("619f676d-085a-f890-9f73-6b6821ea1cad", {immutable_tags: {invoice_number: 'DEMO123'}}, {page_size: 10})
=> #<ActiveRecord::AssociationRelation [#<Hws::Transactions::Models::TransactionEntry id: "619f6e3d-2090-e0a0-668d-d4da170b77c0", transaction_group_id: "619f676d-085a-f890-9f73-6b6821ea1cad", value: 15, txn_time: "2021-11-25 11:06:37", immutable_tags: {"vendor_name"=>"ACME Inc", "payment_date"=>"2021-11-25", "invoice_number"=>"DEMO123"}, mutable_tags: {"status"=>"COMPLETED", "vendor_acknowledged"=>true}, created_at: "2021-11-25 11:06:37", updated_at: "2021-11-25 11:07:04">]>

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/hwslabs/hws-transactions-ruby.

License

The gem is available as open source under the terms of the MIT License.