bonsaiERP 3, renovation

Forked from Kintsugi-Design/bonsaiERP and bonsaiERP/bonsaiERP

bonsaiERP 3 is a simple ERP multitenant system written with Ruby on Rails and includes the following functions:

• 入出庫に伴って, どのように記帳するか, 収支ダッシュボードをどのように作るか, が中心.
• ATP, Available-To-Promise
• インボイス機能は持たない

機能

• Reports

  • Profit report
  • Inventory report -- 手元在庫, ATP

• Master Data

  • ✅ Business Partners
    • 取引先口座 OK
    • TODO: edit. fixed.
    • TODO: When a user create a business partner, the system must create the first account at the same time. :new screen. fixed.
  • ✅ Units of Measure
  • ✅ Product/Item Master
  • ✅ Store/Warehouse

• Finance

  • ✅ Cash / Bank Account
  • Loan
  • Payment
  • Currency
  • Tax -- 消費税/VAT
  • ✅ Chart of Accounts
  • ✅ Item Accounting Rule. 品目クラスに勘定科目を紐付ける.
  • ❌ Journal 仕訳帳 -- ● TODO: 振替伝票の表示
  • ✅ General Ledger 総勘定元帳
  • Tags --- どんな機能性だろう?

• Sales

  • ✅ Sales Order
    • TODO: 分割納入 (分納) できるようにするには, delivery schedule table が必要.
  • Customer Return Request

• Purchasing

  • ✅ Purchase Order
    • TODO: 分割納入 (分納) できるようにするには, delivery schedule table が必要.
  • ✅ Purchases in Transit: When an invoice is received before the goods have arrived, the invoice is posted in the Purchases in Transit account but has no assignment to a goods receipt at this point.
    • TODO: mockup of invoice.
  • Goods Return Request

• Inventory

  • ✅ Inventory Transfer Request
  • Inventory Count and Adjustment -- TODO: 実施記録のモデルデータが必要.
  • Material Documents 入出庫伝票
  • Material Ledger 品目元帳 (有高帳)

• In-Store/Warehouse Operations

  • In-Store Sales w/o order
  • ✅ Goods Receipt PO -- 未着品からの入庫は、ここに含む
    • TODO: PO balance 減算 fixed.
    • TODO: 仕訳の生成. fixed.
    • 数量が異なる場合の考慮. fixed.
  • Goods Return 仕入戻し
  • ✅ Delivery 出荷/納入
  • Customer Return
  • ❌ Transfer Stock in 2-steps - Out
  • Transfer Stock in 2-steps - In
  • Transfer in 1-step w/o order

• Project

  • Production Order

• Configuration

  • Organisation TODO: Have a functional currency fixed.
  • User Profile

• Jobs

  • 月次総平均法
  • ころがし計算 (固定費調整)

Overall

• Multi-currency The system allows to use multiple currencies and make exchange rates. TODO:

  • Historical exchange rates is needed

• Multiple companies It uses the tenant function to completely isolate each company's data.

• File management (in development) ActiveStorage は Rails 5.2 で導入された。

bonsaiERP 3, renovation

bonsaiERP 3 は, v2 までと互換性がありません。

Frontend

• Chart は Chart.js の v1.x 辺り。古すぎる。差し替える. Use apexcharts.
• AngularJS v1.x 時代 (v1.0.0 = 2012年6月)。これも古すぎる. 作り直すしかない

Rails 8時代のフロントエンド

• Hotwire (Turbo, Stimulus) -- takes care of at least 80% of the interactivity

• ▲ API mode + SPA アーキテクチャ (React) -- 開発効率が悪すぎる

• Inertia.js -- APIレスのフロントエンド

  • Rails: Inertia.jsでRailsのJavaScript開発にシンプルさを取り戻そう（翻訳)
  • Inertia.jsの基本的な特徴や仕組み（徹底解説)

    Link がクリックされると、Inertiaがクリックイベントに介入し、XHRリクエストをサーバーに送信。サーバーはこれがInertiaのリクエストであることを認識して、JSONのレスポンスを返します。このレスポンスにはJavaScriptのコンポーネント名とデータが含まれており、その後、Inertiaは不要なコンポーネントを削除し、新しいページの訪問（表示）に必要なコンポーネントに置き換え、履歴の状態を更新

• "react_on_rails" gem ("react-rails" の後継). "turbo-mount" gem も同様。コンポーネント単位で表示

TODO: Install a UI library.

• ColorlibHQ/gentelella: Free Bootstrap 5 Admin Dashboard Template or

• Flowbite - Build websites even faster with components on top of Tailwind CSS

• https://coreui.io/bootstrap/docs/forms/stepper/ PRO only

• Tailwind CSS Component Library ⸺ daisyUI

Models

• accounts table が取引を記録するようになっていたが, 設計がおかしい。v3 では, accounts table は勘定科目マスタ, account_ledgers table が仕訳を持つようにした。
• movement_details table は accounts table にぶら下がっていた。上のとおり, accounts table は勘定科目マスタにして, transactions table を orders として復活させ、そこにぶら下げるようにした。20140217134723_drop_transactions_table.rb で drop しているのがおかしい。

●● おそらく, stocks table も時系列になっていないのでおかしい。

Statechart of Inventory

See https://qiita.com/MelonPanUryuu/items/0372582e8b8e4e6ad1b4 The diagrams are helpful, but there are many gaps.

        103?        <02>                105🚩? 321?
     +----------> [inspection stock]  -----------+ 
     |    < 124?                                 |
     |      107🚩   <10>              109        v    <01>         251 or 261
[supplier] -----> [valued blocked]  ------>  [unrestricted stock]  ---> [for sale]
     |      < 108                                ^            |    221
     |     122       <03>              161    |  |  |      |  +-------> [issue for prj]
     |  <--------  [return for PO]  <---------+  |  |      |  
     |                                           |  |      |  
     +-------------------------------------------+  |      |201
                                101🚩 >             |      v
                                                    |   [cost center]
                                                    v 541
                                                [subcontract] 

missing: 102, 162, 542

          303       <05>      305
[store] --------> [transfer] -------> [store]

storage location to location in one step: 311

Installation

See INSTALL.md

in development you will need to edit but in production you can configure so you won't need to edit the /etc/hosts file for each new subdomain, start the app rails s and go to http://app.localhost.bom:3000/sign_up to create a new account, to capture the email with the registration code use mailcatcher. Fill all registration fields and then check the email that has been sent, open the url changing the port and you can finish creation of a new company.

The system generates automatically the subdomain for your company name with the following function name.to_s.downcase.gsub(/[^A-Za-z]/, '')[0...15] this is why you should have the subdomain in /etc/hosts

Attached files (UPLOADS)

bonsaiERP uses dragonfly gem to manage file uploads, you can set where the files will go setting:

config/initialiazers/dragonfly.rb

License

Copyright (c) 2025 Netsphere Laboratories, Hisashi HORIKAWA. All rights reserved.

This program is free software: you can redistribute it and/or modify it under the terms of the GNU Affero General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version.

This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU Affero General Public License for more details.

You should have received a copy of the GNU Affero General Public License along with this program. If not, see https://www.gnu.org/licenses/.

Copyright (c) 2015 Boris Barroso. By Boris Barroso under MIT license.