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Split Accounts

Splits Accounts is an engine that allows a user to charge a certain percentage of a purchase to different accounts.

Installation

Make sure the gem "split_accounts", "~> 0.0.1", path: "vendor/engines/split_accounts" line is enabled in Gemfile. Then ensure the feature.split_accounts_on in Settings.yml is set to true.

Notes

  • Only global admins may create a Split Account. Other account admins and facility admins may edit the membership list.
  • SplitAccounts expire when the earliest of its children expire.
  • If you suspend a child account, the parent gets suspended as well. However, if you unsuspend a child account, the parent remains suspended. You must re-activate the parent account yourself.

"Apply Remainder" Behavior

The costs are calculated by multiplying the cost of an order by the percentage of each split. The result is then rounded down to the penny. We then add up each accounts' amount; if there is a difference with the original amount, the difference is applied to the account that has "Apply Remainder" selected.

Simple Example:

$10.51 order split between two 50/50 subaccounts

50% * $10.51 = $5.255

We drop the last 5 so we have $5.25 and $5.25. There is a $0.01 remainder from the total, so we apply that to the one with "Apply Remainder" set. One account will be charged $5.25 and one will be charged $5.26.

Complex Example

Total: $10.50

Accounts:

* A: 33.34% with extra penny
* B: 33.33%
* C: 33.33%

That comes out to $3.5007, $3.49965, $3.49965. When we drop the fractional pennies: $3.50, $3.49, $3.49.

There is a 2 cent remainder. That results in the accounts being charged the following:

* A: $3.52
* B: $3.49
* C: $3.49

If the "Apply Remainder" flag were set on on account B, the results would be slightly more evenly:

* A: $3.51
* B: $3.50
* C: $3.49