Class: LucaSalary::JpAdjustment

Inherits:
Profile
  • Object
show all
Defined in:
lib/luca_salary/jp_adjustment.rb

Constant Summary collapse

TAGS =

XMLタグ定義: www.nta.go.jp/users/gensen/oshirase/0019004-159.htm

{
  'NTAAPP001' => {
    year: 'xml001_B00020',
    id: 'xml001_B00170',     # マイナンバー
    kana: 'xml001_B00150',   # フリガナ
    name: 'xml001_B00160',   # 氏名
    birth_date: {
      root: 'xml001_B00230', # 生年月日
      year: 'xml001_B00240', # 西暦
      month: 'xml001_B00270', # 月
      day: 'xml001_B00280'   # 日
    },
    family: {
      root: 'xml001_D00000',   # 扶養親族情報繰り返し
      id: 'xml001_D00040',     # マイナンバー
      kana: 'xml001_D00020',   # フリガナ
      name: 'xml001_D00030',   # 氏名
      birth_date: {
        root: 'xml001_D00080', # 生年月日
        year: 'xml001_D00090', # 西暦
        month: 'xml001_D00120', # 月
        day: 'xml001_D00130'   # 日
      },
      income: 'xml001_D00160',  # 本年中の所得の見積額
      elderly: 'xml001_D00140', # 老人扶養親族
      tokutei: 'xml001_D00150', # 特定扶養親族/特定親族
      nonresident: 'xml001_D00170', # 非居住者である親族/控除対象外国外扶養親族
      handicapped: {
        root: 'xml001_D00290', # 障害者である事実
        type: 'xml001_D00300'  # 障害者区分
      }
    }
  },
  'NTAAPP004' => {
    year: 'xml004_B00020',
    spouse: {
      root: 'xml004_D00000',
      id: 'xml004_D00030',     # マイナンバー
      kana: 'xml004_D00010',   # フリガナ
      name: 'xml004_D00020',   # 氏名
      income: 'xml004_D00260', # 配偶者の本年中の合計所得金額の見積額
      elderly: 'xml004_D00160', # 老人控除対象配偶者 (1: 該当)
      nonresident: 'xml004_D00170' # 非居住者である配偶者
    }
  }
}

Class Method Summary collapse

Class Method Details

.bulk_load(path) ⇒ Object 



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# File 'lib/luca_salary/jp_adjustment.rb', line 311

def self.bulk_load(path)
  return enum_for(:bulk_load, path) unless block_given?

  has_many = if File.directory?(path)
               children = Dir.children(path).map { |c| File.join(path, c) }
               has_subdir = children.any? { |c| File.directory?(c) }
               has_zip = children.any? { |c| File.file?(c) && File.extname(c).downcase == '.zip' }

               has_subdir || has_zip
             elsif File.file?(path)
               if File.extname(path).downcase == '.zip'
                 false
               else
                 raise "Unsupported file type: #{path}"
               end
             else
               raise "Path not found: #{path}"
             end

  if has_many
    Dir.children(path).sort.map do |child|
      full_path = File.join(path, child)
      if File.directory?(full_path) || (File.file?(full_path) && File.extname(full_path).downcase == '.zip')
        data = load_xml_export(full_path)
        yield(parse_xml(data), Pathname(full_path)) unless data.empty?
      else
        nil
      end
    end.compact
  else
    data = load_xml_export(path)
    yield(parse_xml(data), Pathname(path)) unless data.empty?
  end
end

.create_index ⇒ Object 



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# File 'lib/luca_salary/jp_adjustment.rb', line 38

def self.create_index
  tax_ids = {}
  names = {}
  profiles = {}
  all('profiles').each do |p|
    profile = find_secure(p['id'], 'profiles')
    if profile['tax_id']
      tax_ids[profile['tax_id'].to_s] = p['id']
    end
    key = [profile['name'].gsub("　", "").strip, profile['birth_date'].to_s]
    names[key] = p['id']
    s_profile = find(p['id'], 's_profiles')
    profiles[profile['id']] = s_profile
  end
  [tax_ids, names, profiles]
end

.find_profile(id_fragment) ⇒ Object 



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# File 'lib/luca_salary/jp_adjustment.rb', line 55

def self.find_profile(id_fragment)
  list = id_completion(id_fragment, basedir: 's_profiles')
  if list.length > 1
    STDERR.puts "#{list.length} entries found for ID: #{id_fragment}. abort..."
    return nil
  end

  id = list.first
  find(id, 's_profiles')
end

.import(path, id = nil, params = nil) ⇒ Object 



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# File 'lib/luca_salary/jp_adjustment.rb', line 12

def self.import(path, id = nil, params = nil)
  tax_ids, names, s_profiles = create_index
  bulk_load(path).each do |o, path|
    s_profile = if id
                  find_profile(id).tap do |p|
                    if p.nil?
                      FileUtils.mkdir_p(path.parent / 'rejected')
                      FileUtils.move(path, path.parent / 'rejected')
                      raise "No entries found for ID: #{id}. abort..."
                    end
                  end
                else
                  id = search_id(o, tax_ids, names)
                  if id.nil?
                    STDERR.puts "#{o['name']} record not found. skip..."
                    FileUtils.mkdir_p(path.parent / 'rejected')
                    FileUtils.move(path, path.parent / 'rejected')
                    next
                  end
                  s_profiles[id]
                end
    s_profile = update_profile(s_profile, o)
    save(s_profile, 's_profiles')
  end
end

.load_xml_export(path) ⇒ Object

年末調整アプリのエクスポートデータ読み込み(非暗号zipまたはzipを解凍したディレクトリをサポート)



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# File 'lib/luca_salary/jp_adjustment.rb', line 347

def self.load_xml_export(path)
  docs = []
  if File.directory?(path)
    Dir.children(path).sort.each do |child|
      full_path = File.join(path, child)
      next if File.directory?(full_path)

      ext = File.extname(child).downcase
      if ext == '.xml'
        begin
          docs << REXML::Document.new(File.read(full_path))
        rescue StandardError => e
          STDERR.puts "#{full_path}: #{e.message}"
        end
      elsif ext == '.zip'
        # skip without warning
      else
        STDERR.puts full_path
      end
    end
    return docs
  end

  if File.file?(path) && File.extname(path).downcase == '.zip'
    Zip::File.open(path) do |zip|
      zip.each do |entry|
        next if entry.directory?

        ext = File.extname(entry.name).downcase
        if ext == '.xml'
          begin
            docs << REXML::Document.new(entry.get_input_stream.read)
          rescue StandardError => e
            STDERR.puts "#{entry.name}: #{e.message}"
          end
        elsif ext == '.zip'
          # skip without warning
        else
          STDERR.puts entry.name
        end
      end
    end
  end
  docs
end

.merge_family(family_list) ⇒ Object 



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# File 'lib/luca_salary/jp_adjustment.rb', line 287

def self.merge_family(family_list)
  merged = {}
  family_list.flatten.each do |f|
    key = if f['tax_id']
            f['tax_id']
          else
            [f['name'].gsub("　", "").strip, f['birth_date'].to_s]
          end
    if merged.key?(key)
      target = merged[key]

      ['income', 'elderly', 'tokutei', 'nonresident', 'handicapped'].each do |field|
        if f[field]
          target[field] ||= {}
          target[field].merge!(f[field])
        end
      end
    else
      merged[key] = f
    end
  end
  merged.values
end

.parse_family(xml, year) ⇒ Object

NTAAPP001: 扶養控除等申告書



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# File 'lib/luca_salary/jp_adjustment.rb', line 234

def self.parse_family(xml, year)
  tags = TAGS['NTAAPP001']
  h = []
  xml.elements.each("//#{tags[:family][:root]}") do |dep|
    f = {}
    f['tax_id'] = dep.elements[tags[:family][:id]]&.text
    f['name'] = dep.elements[tags[:family][:name]]&.text
    f['kana'] = dep.elements[tags[:family][:kana]]&.text

    bd_tags = tags[:family][:birth_date]
    bd_node = dep.elements[bd_tags[:root]]
    if bd_node
      y = bd_node.elements[bd_tags[:year]]&.text
      m = bd_node.elements[bd_tags[:month]]&.text
      d = bd_node.elements[bd_tags[:day]]&.text
      if y && m && d
        f['birth_date'] = Date.new(y.to_i, m.to_i, d.to_i)
      end
    end

    if year
      dep_income = dep.elements[tags[:family][:income]]&.text
      if dep_income && !dep_income.empty?
        f['income'] = { year => dep_income.to_i }
      end

      elderly = dep.elements[tags[:family][:elderly]]&.text
      if elderly && (elderly == '1' || elderly == '2')
        f['elderly'] = { year => elderly.to_i }
      end

      tokutei = dep.elements[tags[:family][:tokutei]]&.text
      if tokutei && (tokutei == '1' || tokutei == '2')
        f['tokutei'] = { year => tokutei.to_i }
      end

      nonresident = dep.elements[tags[:family][:nonresident]]&.text
      f['nonresident'] = { year => nonresident.to_i } if nonresident == '1'

      hc_tags = tags[:family][:handicapped]
      hc_node = dep.elements[hc_tags[:root]]
      if hc_node
        hc_type = hc_node.elements[hc_tags[:type]]&.text
        if hc_type && !hc_type.empty? && hc_type != '0'
          f['handicapped'] = { year => hc_type.to_i }
        end
      end
    end
    h << f
  end
  h
end

.parse_spouse(xml, year) ⇒ Object

NTAAPP004: 配偶者控除等申告書



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# File 'lib/luca_salary/jp_adjustment.rb', line 209

def self.parse_spouse(xml, year)
  tags = TAGS['NTAAPP004']
  spouse = xml.elements["//#{tags[:spouse][:root]}"]
  return {} if ! spouse

  { 'income' => {} }.tap do |h|
    h['tax_id'] = spouse.elements[tags[:spouse][:id]]&.text
    h['name'] = spouse.elements[tags[:spouse][:name]]&.text
    h['kana'] = spouse.elements[tags[:spouse][:kana]]&.text

    nonresident = spouse.elements[tags[:spouse][:nonresident]]&.text
    if nonresident == '1'
      h['nonresident'] = {} unless h['nonresident']
      h['nonresident'][year] = nonresident.to_i
    end

    income = spouse.elements[tags[:spouse][:income]]&.text
    h['income'][year] = income.to_i if income && !income.empty?

    elderly = spouse.elements[tags[:spouse][:elderly]]&.text
    h['elderly'] = '1' if elderly == '1'
  end
end

.parse_xml(xml_set) ⇒ Object 



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# File 'lib/luca_salary/jp_adjustment.rb', line 147

def self.parse_xml(xml_set)
  h = { 'spouse' => {}, 'family' => [] }
  xml_set.each do |xml|
    # ルート要素の属性から様式IDを取得
    form_id = xml.root.name
    tags = TAGS[form_id]
    next unless tags

    year_node = xml.elements["//#{tags[:year]}"]
    year = year_node&.text&.to_i

    if form_id == 'NTAAPP001'
      tags = TAGS[form_id]
      h['tax_id'] ||= xml.elements["//#{tags[:id]}"]&.text
      h['name'] ||= xml.elements["//#{tags[:name]}"]&.text
      h['kana'] ||= xml.elements["//#{tags[:kana]}"]&.text
      bd_tags = tags[:birth_date]
      bd_node = xml.elements["//#{bd_tags[:root]}"]
      if bd_node
        y = bd_node.elements[bd_tags[:year]]&.text
        m = bd_node.elements[bd_tags[:month]]&.text
        d = bd_node.elements[bd_tags[:day]]&.text
        if y && m && d
          h['birth_date'] = Date.new(y.to_i, m.to_i, d.to_i)
        end
      end
      h['family'] << parse_family(xml, year)
    end

    if form_id == 'NTAAPP004' && year
      h['spouse'] = parse_spouse(xml, year)
    end
  end

  h['family'] = merge_family(h['family']) # 翌年の扶養控除等申告書との重複
  h
end

.same_person?(p1, p2) ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'lib/luca_salary/jp_adjustment.rb', line 193

def self.same_person?(p1, p2)
  return false if p1.nil? || p2.nil? || p1.empty? || p2.empty?

  if p1['tax_id'] && p2['tax_id']
    return p1['tax_id'].to_s == p2['tax_id'].to_s
  end

  n1 = p1['name'].to_s.gsub('　', '').strip
  n2 = p2['name'].to_s.gsub('　', '').strip
  bd1 = p1['birth_date'].to_s
  bd2 = p2['birth_date'].to_s

  n1 == n2 && bd1 == bd2
end

.search_id(query, tax_ids, names) ⇒ Object 



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# File 'lib/luca_salary/jp_adjustment.rb', line 185

def self.search_id(query, tax_ids, names)
  id = tax_ids[query['tax_id']] if query['tax_id']
  return id if id

  key = [query['name'].gsub("　", "").strip, query['birth_date'].to_s]
  names[key]
end

.update_profile(previous, imported) ⇒ Object 



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# File 'lib/luca_salary/jp_adjustment.rb', line 66

def self.update_profile(previous, imported)
  previous['tax_id'] ||= imported['tax_id']
    previous['name'] ||= imported['name']
    previous['katakana'] ||= imported['kana']
    previous['birth_date'] ||= imported['birth_date']

    if imported['spouse'] && !imported['spouse'].empty?
      if same_person?(previous['spouse'], imported['spouse'])
        # NOTE imported['spouse']をベースにし、incomeだけマージ
        income = (previous['spouse']['income'] || {}).merge(imported['spouse']['income'])
        previous['spouse'] = imported['spouse']
        previous['spouse']['income'] = income
      else
        previous['spouse'] = imported['spouse']
      end
    end

    if !imported['family'].empty?
      previous['family'] = imported['family'].map do |latest|
        registered = previous['family'].find { |m| same_person?(m, latest) }
        if registered
          ['income', 'elderly', 'tokutei', 'nonresident', 'handicapped'].each do |k|
            latest[k] = registered[k].merge(new_member[k]) if registered[k] && new_member[k]
            latest[k] ||= registered[k]
          end
        end
        latest
      end
    end
  previous
end