NAME

App::GnuCash::MembershipUtils - A group of perl modules and scripts to help in using GnuCash for membership.

DESCRIPTION

App::GnuCash::MembershipUtils is a group of perl modules and scripts to help in using GnuCash for membership.

It assumes all customers are members, and uses the customer "notes" field to determine what type of membership for each member / customer.

VERSION

Version 0.01

SYNOPSIS

    use App::GnuCash::MembershipUtils qw( :all );

PUBLIC FUNCTIONS

get_config($filename)

    my ($error, $config) = get_config($filename);

Returns an $error if the given $filename cannot be opened. If there is no $error then $config will be a HASHREF with the config.

get_gnucash_filename($override, $config)

    my $filename = get_filename_from_config($override, $config);

Returns the GnuCash.file from the given $config.

open_gnucash($filename)

    my ($error, $schema) = open_gnucash($filename);

Returns an $error if the given $filename cannot be opened. If $error is undef, then $schema will be a GnuCash::Schema object.

get_all_members($args)

    my @members = get_all_members($args);

Accepts a HASHREF of $args whose keys are as follows:

config

schema

active_only

Returns an ARRAY of HASHREFs whose keys are as follows:

name

id

notes

active

membership_type

membership_account

membership_amount

title_case($string)

    my $title = title_case($string);

Converts the given $string by returning a string by converting the snake case into title case.

max_length(@strings)

    my $max = max_length(@array);

Returns the maximum length of the strings in the arguments provided.

db_accounts_to_hash($schema)

    my $accounts = db_accounts_to_hash($schema);

Returns a HASHREF whose keys are the complete name of each account, and whose keys are as follows:

account_type

hidden

placeholder

validate_accounts_in_config($args)

    my ($errors, $warnings) = validate_accounts_in_config($args);
    warn $warnings if ($warnings);
    die $errors if ($errors);

Accepts a HASHREF of $args whose keys are as follows:

config

schema

Returns $errors which is a string indicating fatal errors, and $warnings which is a non-fatal error.

CONFIG FILE FORMAT

This module supports reading a YAML based config file.

SAMPLE

Here is a sample config file:

    ---
    GnuCash:
      file:    /path/to/organization.gnucash
      format:  US
      memo:    Monthly membership dues
      account: Assets:Accounts Receivable

    MembershipTypes:
      default:
        name:    Standard Membership
        account: Income:Membership Dues
        amount:  30.00
      others:
        - name:    Special Membership
          match:   Special
          account: Income:Membership Dues
          amount:  50.00
        - name:    Company Membership
          match:   Company
          account: Income:Membership Dues
          amount:  80.00

CONFIG FILE SECTIONS

GnuCash

This section contains parameters related to the GnuCash file.

Recognized keys are:

file

The full path to the GnuCash file.

format

The date format to use when generating CSV files for import into GnuCash.

NOTE: This must match the date format selcted in the GnuCash preferences.

Must be one of:

US

MM/DD/YYYY

UK

DD/MM/YYYY

EUROPE

DD.MM.YYYY

ISO

YYYY-MM-DD

DEFAULT: US

memo

Optional description or memo used for the item on each invoice.

DEFAULT: Membership dues

account

The GnuCash account used for posting the invoices, this is typically Assets:Accounts Receivable.

MembershipTypes

This is a required section that configures how a membership type is determined, and the details such as account and amount used for generating invoices.

This section recognizes the following sub sections:

default

This required subsection provides details for the default membership type to apply when no others match.

others

This optional subsection provides a list of sections that describe different types of memberships.

Each of these subsections supports the following keys:

name

The name of the membership type.

account

The GnuCash account to use when generating invoices for this type of account.

amount

The amount to use when generating invoices for this type of account.

match

Used when examining the customer's notes to determine what type of membership for the customer.

NOTE: The default does not include a match because it is used when none of the others match.

cpanm App::GnuCash::MembershipUtils

perl -MCPAN -e shell
install App::GnuCash::MembershipUtils