a07dc3e0cbacba9c8e1e6e0701f2540b22304e2c
[kivitendo-erp.git] / SL / Controller / DeliveryPlan.pm
1 package SL::Controller::DeliveryPlan;
2
3 use strict;
4 use parent qw(SL::Controller::Base);
5
6 use Clone qw(clone);
7 use SL::DB::OrderItem;
8 use SL::DB::Business;
9 use SL::Controller::Helper::GetModels;
10 use SL::Controller::Helper::ReportGenerator;
11 use SL::Locale::String;
12 use Carp;
13
14 use Rose::Object::MakeMethods::Generic (
15   scalar => [ qw(db_args flat_filter) ],
16   'scalar --get_set_init' => [ qw(models all_edit_right mode vc) ],
17 );
18
19 __PACKAGE__->run_before(sub { $::auth->assert('delivery_plan'); });
20
21 my %sort_columns = (
22   reqdate           => t8('Reqdate'),
23   description       => t8('Description'),
24   partnumber        => t8('Part Number'),
25   qty               => t8('Qty'),
26   unit              => t8('Unit'),
27   shipped_qty       => t8('shipped'),
28   delivered_qty     => t8('transferred in / out'),
29   not_shipped_qty   => t8('not shipped'),
30   ordnumber         => t8('Order'),
31   customer          => t8('Customer'),
32   vendor            => t8('Vendor'),
33   value_of_goods    => t8('Value of transferred goods'),
34 );
35
36
37 sub action_list {
38   my ($self) = @_;
39   $self->make_filter_summary;
40   $self->prepare_report;
41
42   my $orderitems = $self->models->get;
43   $self->{all_businesses} = SL::DB::Manager::Business->get_all_sorted;
44
45     $self->report_generator_list_objects(report => $self->{report}, objects => $orderitems);
46 }
47
48 # private functions
49 #
50 sub prepare_report {
51   my ($self)      = @_;
52
53   my $vc          = $self->vc;
54   my $mode        = $self->mode;
55   my $report      = SL::ReportGenerator->new(\%::myconfig, $::form);
56   my $csv_option  = $::form->{report_generator_output_format};
57   $self->{report} = $report;
58
59   my @columns     = qw(reqdate customer vendor ordnumber partnumber description qty shipped_qty not_shipped_qty delivered_qty value_of_goods);
60
61   my @sortable    = qw(reqdate customer vendor ordnumber partnumber description);
62   my $rp_csv_mod  = ($csv_option eq 'CSV' && $mode eq 'delivery_value_report') ? 1 : '';
63
64   my %column_defs = (
65     reqdate           => {      sub => sub { $_[0]->reqdate_as_date || $_[0]->order->reqdate_as_date                         } },
66     description       => {      sub => sub { $_[0]->description                                                              },
67                            obj_link => sub { $self->link_to($_[0]->part)                                                     } },
68     partnumber        => {      sub => sub { $_[0]->part->partnumber                                                         },
69                            obj_link => sub { $self->link_to($_[0]->part)                                                     } },
70     qty               => {      sub => sub { $_[0]->qty_as_number .
71                                              ($rp_csv_mod ? '' : ' ' .  $_[0]->unit)                                         } },
72     unit              => {      sub => sub {  $_[0]->unit                                                                    },
73                             visible => $rp_csv_mod                                                                           },
74     shipped_qty       => {      sub => sub { $::form->format_amount(\%::myconfig, $_[0]->shipped_qty, 2) .
75                                              ($rp_csv_mod ? '' : ' ' .  $_[0]->unit)                                         } },
76     not_shipped_qty   => {      sub => sub { $::form->format_amount(\%::myconfig, $_[0]->qty - $_[0]->shipped_qty, 2) .
77                                              ($rp_csv_mod ? '' : ' ' .  $_[0]->unit)                                         } },
78     delivered_qty     => {      sub => sub { $::form->format_amount(\%::myconfig, $_[0]->delivered_qty, 2) .
79                                              ($rp_csv_mod ? '' : ' ' .  $_[0]->unit)                                         } },
80     ordnumber         => {      sub => sub { $_[0]->order->ordnumber                                                         },
81                            obj_link => sub { $self->link_to($_[0]->order)                                                    } },
82     vendor            => {      sub => sub { $_[0]->order->vendor->name                                                      },
83                             visible => $vc eq 'vendor',
84                            obj_link => sub { $self->link_to($_[0]->order->vendor)                                            } },
85     customer          => {      sub => sub { $_[0]->order->customer->name                                                    },
86                             visible => $vc eq 'customer',
87                            obj_link => sub { $self->link_to($_[0]->order->customer)                                          } },
88     value_of_goods    => {      sub => sub { $::form->format_amount(\%::myconfig, $_[0]->value_of_goods, 2) . ' ' . $_[0]->taxincluded },
89                             visible => $::auth->assert('sales_order_edit', 1) && $mode eq 'delivery_value_report' &&   $::instance_conf->get_delivery_plan_show_value_of_goods, },
90   );
91
92   $column_defs{$_}->{text} = $sort_columns{$_} for keys %column_defs;
93
94   $report->set_options(
95     std_column_visibility => 1,
96     controller_class      => 'DeliveryPlan',
97     output_format         => 'HTML',
98     top_info_text         => ($vc eq 'customer') ?  (($mode eq 'delivery_plan') ? $::locale->text('Delivery Plan for currently outstanding sales orders') :
99                                                    $::locale->text('Delivery Value Report for currently open sales orders')) :
100                                                    ($mode eq 'delivery_value_report') ? $::locale->text('Delivery Value Report for currently outstanding purchase orders') :
101                                                    $::locale->text('Delivery Plan for currently outstanding purchase orders'),
102     title                 => ($mode eq 'delivery_plan') ? $::locale->text('Delivery Plan') : $::locale->text('Delivery Value Report'),
103     allow_pdf_export      => 1,
104     allow_csv_export      => 1,
105   );
106   $report->set_columns(%column_defs);
107   $report->set_column_order(@columns);
108   $report->set_export_options(qw(list filter vc mode));
109   $report->set_options_from_form;
110   $self->models->disable_plugin('paginated') if $report->{options}{output_format} =~ /^(pdf|csv)$/i;
111   $self->models->finalize; # for filter laundering
112   $self->models->set_report_generator_sort_options(report => $report, sortable_columns => \@sortable);
113   $report->set_options(
114     raw_top_info_text     => $self->render('delivery_plan/report_top',    { output => 0 }),
115     raw_bottom_info_text  => $self->render('delivery_plan/report_bottom', { output => 0 }, models => $self->models),
116   );
117 }
118
119 sub make_filter_summary {
120   my ($self) = @_;
121   my $vc     = $self->vc;
122   my $mode   = $self->mode;
123
124   my $filter = $::form->{filter} || {};
125   my @filter_strings;
126
127   my $business = SL::DB::Business->new(id => $filter->{order}{customer}{"business_id"})->load->description if $filter->{order}{customer}{"business_id"};
128   my @filters = (
129     [ $filter->{order}{"ordnumber:substr::ilike"},                    $::locale->text('Number')                                             ],
130     [ $filter->{order}{globalproject}{"projectnumber:substr::ilike"}, $::locale->text('Document Project Number')                            ],
131     [ $filter->{part}{"partnumber:substr::ilike"},                    $::locale->text('Part Number')                                        ],
132     [ $filter->{"description:substr::ilike"},                         $::locale->text('Part Description')                                   ],
133     [ $filter->{"reqdate:date::ge"},                                  $::locale->text('Delivery Date') . " " . $::locale->text('From Date') ],
134     [ $filter->{"reqdate:date::le"},                                  $::locale->text('Delivery Date') . " " . $::locale->text('To Date')   ],
135     [ $filter->{"qty:number"},                                        $::locale->text('Quantity')                                           ],
136     [ $filter->{order}{vendor}{"name:substr::ilike"},                 $::locale->text('Vendor')                                             ],
137     [ $filter->{order}{vendor}{"vendornumber:substr::ilike"},         $::locale->text('Vendor Number')                                      ],
138     [ $filter->{order}{customer}{"name:substr::ilike"},               $::locale->text('Customer')                                           ],
139     [ $filter->{order}{customer}{"customernumber:substr::ilike"},     $::locale->text('Customer Number')                                    ],
140     [ $business,                                                      $::locale->text('Customer type')                                      ],
141   );
142
143   my %flags = (
144     part     => $::locale->text('Parts'),
145     service  => $::locale->text('Services'),
146     assembly => $::locale->text('Assemblies'),
147   );
148   my @flags = map { $flags{$_} } @{ $filter->{part}{type} || [] };
149
150   for (@flags) {
151     push @filter_strings, $_ if $_;
152   }
153   for (@filters) {
154     push @filter_strings, "$_->[1]: $_->[0]" if $_->[0];
155   }
156
157   $self->{filter_summary} = join ', ', @filter_strings;
158 }
159
160 sub delivery_plan_query {
161   my ($self) = @_;
162   my $vc     = $self->vc;
163   my $mode   = $self->mode;
164   my $employee_id = SL::DB::Manager::Employee->current->id;
165   my $oe_owner = $_[0]->all_edit_right ? '' : " oe.employee_id = $employee_id AND";
166   # check delivered state for delivery_orders (transferred out) if enabled
167   # OR if we are delivery_value_report mode
168   my $filter_delivered = ($::instance_conf->get_delivery_plan_calculate_transferred_do ||
169                           $mode eq 'delivery_value_report' ) ?
170                           "AND (SELECT delivered from delivery_orders where id = doi.delivery_order_id)" : '';
171   # Show ALL open orders in delivery_value_report mode
172   my $comment_show_all_open_orders = ($mode eq 'delivery_value_report' ) ? "-- " : "";
173   [
174   "order.${vc}_id" => { gt => 0 },
175   'order.closed' => 0,
176   or => [ 'order.quotation' => 0, 'order.quotation' => undef ],
177
178   # filter by shipped_qty < qty, read from innermost to outermost
179   'id' => [ \"
180     -- 3. resolve the desired information about those
181     SELECT oi.id FROM (
182       -- 2. slice only part, orderitem and both quantities from it
183       SELECT parts_id, trans_id, qty, SUM(doi_qty) AS doi_qty FROM (
184         -- 1. join orderitems and deliverorder items via record_links.
185         --    also add customer data to filter for sales_orders
186         SELECT oi.parts_id, oi.trans_id, oi.id, oi.qty, doi.qty AS doi_qty
187         FROM orderitems oi, oe, record_links rl, delivery_order_items doi
188         WHERE
189           oe.id = oi.trans_id AND
190           oe.${vc}_id IS NOT NULL AND
191           (oe.quotation = 'f' OR oe.quotation IS NULL) AND
192           NOT oe.closed AND
193           $oe_owner
194           rl.from_id = oe.id AND
195           rl.from_id = oi.trans_id AND
196           oe.id = oi.trans_id AND
197           rl.from_table = 'oe' AND
198           rl.to_table = 'delivery_orders' AND
199           rl.to_id = doi.delivery_order_id AND
200           oi.parts_id = doi.parts_id
201           $filter_delivered
202       ) tuples GROUP BY parts_id, trans_id, qty
203     ) partials
204     LEFT JOIN orderitems oi ON partials.parts_id = oi.parts_id AND partials.trans_id = oi.trans_id
205     WHERE oi.qty > doi_qty
206
207     UNION ALL
208
209     -- 4. since the join over record_links fails for sales_orders without any delivery order
210     --    retrieve those without record_links at all
211     SELECT oi.id FROM orderitems oi, oe
212     WHERE
213       oe.id = oi.trans_id AND
214       oe.${vc}_id IS NOT NULL AND
215       (oe.quotation = 'f' OR oe.quotation IS NULL) AND
216       NOT oe.closed AND
217       $oe_owner
218       oi.trans_id NOT IN (
219         SELECT from_id
220         FROM record_links rl
221         WHERE
222           rl.from_table ='oe' AND
223           rl.to_table = 'delivery_orders'
224       )
225
226     UNION ALL
227
228     -- 5. now for the really nasty cases.
229     --    If someone partially delivered an order in several delivery orders,
230     --    there will be lots of record_links (4 doesn't catch those) but those
231     --    won't have matching part_ids in delivery_order_items, so 1-3 can't
232     --    find anything
233     --    In this case aggreg record_links - delivery_order - delivery_order_items
234     --    slice only oe.id, parts_id and sum of of qty
235     --    left join that onto orderitems to get matching qtys in doi while retaining
236     --    entrys without matches and then throw out those without record_links
237     --    TODO: join this and 1-3 into a general case
238                   -- need debug info? uncomment these:
239     SELECT oi.id  -- ,oi.trans_id, oi.parts_id, coalesce(sum, 0), agg.parts_id
240     FROM orderitems oi LEFT JOIN (
241       SELECT rl.from_id as oid, doi.parts_id, sum(doi.qty) FROM (
242         SELECT from_id, to_id
243         FROM record_links rl
244         LEFT JOIN oe ON oe.id = from_id
245         WHERE
246           rl.from_table = 'oe' AND
247           rl.to_table = 'delivery_orders' AND
248
249           oe.${vc}_id IS NOT NULL AND
250           $oe_owner
251           (oe.quotation = 'f' OR oe.quotation IS NULL) AND NOT oe.closed
252       ) rl
253       LEFT JOIN delivery_order_items doi ON (rl.to_id = doi.delivery_order_id)
254       WHERE 1 = 1
255       $filter_delivered
256       GROUP BY rl.from_id, doi.parts_id
257     ) agg ON (agg.oid = oi.trans_id AND agg.parts_id = oi.parts_id)
258     LEFT JOIN oe ON oe.id = oi.trans_id
259     WHERE
260       EXISTS (
261         SELECT to_id
262         FROM record_links rl
263         WHERE oi.trans_id = rl.from_id AND rl.from_table = 'oe' AND rl.to_table = 'delivery_orders'
264       ) AND
265       $comment_show_all_open_orders coalesce(sum, 0) < oi.qty AND
266       oe.${vc}_id IS NOT NULL AND
267       $oe_owner
268       (oe.quotation = 'f' OR oe.quotation IS NULL) AND NOT oe.closed
269   " ],
270   ]
271 }
272
273 sub init_models {
274   my ($self) = @_;
275   my $vc     = $self->vc;
276   my $mode   = $self->mode;
277   SL::Controller::Helper::GetModels->new(
278     controller            => $self,
279     model                 => 'OrderItem',
280     sorted                => {
281       _default              => {
282         by                    => 'reqdate',
283         dir                   => 1,
284       },
285       %sort_columns,
286     },
287     query                 => $self->delivery_plan_query,
288     with_objects          => [ 'order', "order.$vc", 'part' ],
289     additional_url_params => { vc => $vc, mode => $mode},
290   );
291 }
292
293 sub init_all_edit_right {
294   $::auth->assert('sales_all_edit', 1)
295 }
296 sub init_vc {
297   return $::form->{vc} if ($::form->{vc} eq 'customer' || $::form->{vc} eq 'vendor') || croak "self (DeliveryPlan) has no vc defined";
298 }
299 sub init_mode {
300   return $::form->{mode} if ($::form->{mode} eq 'delivery_value_report' || $::form->{mode} eq 'delivery_plan') || croak "self (DeliveryPlan) has no mode defined";
301 }
302
303 sub link_to {
304   my ($self, $object, %params) = @_;
305
306   return unless $object;
307   my $action = $params{action} || 'edit';
308
309   if ($object->isa('SL::DB::Order')) {
310     my $type   = $object->type;
311     my $vc     = $object->is_sales ? 'customer' : 'vendor';
312     my $id     = $object->id;
313
314     return "oe.pl?action=$action&type=$type&vc=$vc&id=$id";
315   }
316   if ($object->isa('SL::DB::Part')) {
317     my $id     = $object->id;
318     return "ic.pl?action=$action&id=$id";
319   }
320   if ($object->isa('SL::DB::Customer')) {
321     my $id     = $object->id;
322     return "controller.pl?action=CustomerVendor/$action&id=$id&db=customer";
323   }
324 }
325
326 1;