1 # This file has been auto-generated only because it didn't exist.
2 # Feel free to modify it at will; it will not be overwritten automatically.
4 package SL::DB::Invoice;
9 use List::Util qw(first);
11 use SL::DB::MetaSetup::Invoice;
12 use SL::DB::Manager::Invoice;
13 use SL::DB::Helper::FlattenToForm;
14 use SL::DB::Helper::LinkedRecords;
15 use SL::DB::Helper::PriceTaxCalculator;
16 use SL::DB::Helper::PriceUpdater;
17 use SL::DB::Helper::TransNumberGenerator;
18 use SL::DB::AccTransaction;
22 __PACKAGE__->meta->add_relationship(
24 type => 'one to many',
25 class => 'SL::DB::InvoiceItem',
26 column_map => { id => 'trans_id' },
28 with_objects => [ 'part' ]
32 type => 'one to many',
33 class => 'SL::DB::Invoice',
34 column_map => { id => 'storno_id' },
38 __PACKAGE__->meta->initialize;
42 sub items { goto &invoiceitems; }
45 # For compatibility with Order, DeliveryOrder
46 croak 'not an accessor' if @_ > 1;
50 # it is assumed, that ordnumbers are unique here.
51 sub first_order_by_ordnumber {
54 my $orders = SL::DB::Manager::Order->get_all(
56 ordnumber => $self->ordnumber,
61 return first { $_->is_type('sales_order') } @{ $orders };
64 sub abschlag_percentage {
66 my $order = $self->first_order_by_ordnumber or return;
67 my $order_amount = $order->netamount or return;
68 return $self->abschlag
69 ? $self->netamount / $order_amount
75 die 'not a setter method' if @_;
77 return ($self->amount || 0) - ($self->netamount || 0);
80 __PACKAGE__->meta->make_attr_helpers(taxamount => 'numeric(15,5)');
84 return $self->paid >= $self->amount;
88 my ($class, $source, %params) = @_;
90 croak("Unsupported source object type '" . ref($source) . "'") unless ref($source) =~ m/^ SL::DB:: (?: Order | DeliveryOrder ) $/x;
91 croak("Cannot create invoices for purchase records") unless $source->customer_id;
93 my $terms = $source->can('payment_id') && $source->payment_id ? $source->payment_terms->terms_netto : 0;
95 my %args = ( map({ ( $_ => $source->$_ ) } qw(customer_id taxincluded shippingpoint shipvia notes intnotes curr salesman_id cusordnumber ordnumber quonumber
96 department_id cp_id language_id payment_id delivery_customer_id delivery_vendor_id taxzone_id shipto_id
97 globalproject_id transaction_description)),
98 transdate => DateTime->today_local,
99 gldate => DateTime->today_local,
100 duedate => DateTime->today_local->add(days => $terms * 1),
105 employee_id => (SL::DB::Manager::Employee->current || SL::DB::Employee->new(id => $source->employee_id))->id,
108 if ($source->type =~ /_order$/) {
109 $args{deliverydate} = $source->reqdate;
110 $args{orddate} = $source->transdate;
112 $args{quodate} = $source->transdate;
115 my $invoice = $class->new(%args, %params);
118 my $source_item = $_;
119 SL::DB::InvoiceItem->new(map({ ( $_ => $source_item->$_ ) }
120 qw(parts_id description qty sellprice discount project_id
121 serialnumber pricegroup_id ordnumber transdate cusordnumber unit
122 base_qty subtotal longdescription lastcost price_factor_id)),
123 deliverydate => $source_item->reqdate,
124 fxsellprice => $source_item->sellprice,);
125 } @{ $source->items };
127 $invoice->invoiceitems(\@items);
133 my ($self, %params) = @_;
135 if (!$params{ar_id}) {
136 my $chart = SL::DB::Manager::Chart->get_all(query => [ SL::DB::Manager::Chart->link_filter('AR') ],
139 croak("No AR chart found and no parameter `ar_id' given") unless $chart;
140 $params{ar_id} = $chart->id;
144 my %data = $self->calculate_prices_and_taxes;
146 $self->_post_create_assemblyitem_entries($data{assembly_items});
147 $self->create_trans_number;
150 $self->_post_add_acctrans($data{amounts_cogs});
151 $self->_post_add_acctrans($data{amounts});
152 $self->_post_add_acctrans($data{taxes});
154 $self->_post_add_acctrans({ $params{ar_id} => $self->amount * -1 });
156 $self->_post_update_allocated($data{allocated});
159 if ($self->db->in_transaction) {
161 } elsif (!$self->db->do_transaction($worker)) {
162 $::lxdebug->message(LXDebug->WARN(), "convert_to_invoice failed: " . join("\n", (split(/\n/, $self->db->error))[0..2]));
169 sub _post_add_acctrans {
170 my ($self, $entries) = @_;
172 my $default_tax_id = SL::DB::Manager::Tax->find_by(taxkey => 0)->id;
175 while (my ($chart_id, $spec) = each %{ $entries }) {
176 $spec = { taxkey => 0, tax_id => $default_tax_id, amount => $spec } unless ref $spec;
177 $chart_link = SL::DB::Manager::Chart->find_by(id => $chart_id)->{'link'};
180 SL::DB::AccTransaction->new(trans_id => $self->id,
181 chart_id => $chart_id,
182 amount => $spec->{amount},
183 tax_id => $spec->{tax_id},
184 taxkey => $spec->{taxkey},
185 project_id => $self->globalproject_id,
186 transdate => $self->transdate,
187 chart_link => $chart_link)->save;
191 sub _post_create_assemblyitem_entries {
192 my ($self, $assembly_entries) = @_;
194 my $items = $self->invoiceitems;
198 foreach my $item (@{ $items }) {
199 next if $item->assemblyitem;
201 push @new_items, $item;
204 foreach my $assembly_item (@{ $assembly_entries->[$item_idx] || [ ] }) {
205 push @new_items, SL::DB::InvoiceItem->new(parts_id => $assembly_item->{part},
206 description => $assembly_item->{part}->description,
207 unit => $assembly_item->{part}->unit,
208 qty => $assembly_item->{qty},
209 allocated => $assembly_item->{allocated},
212 assemblyitem => 't');
216 $self->invoiceitems(\@new_items);
219 sub _post_update_allocated {
220 my ($self, $allocated) = @_;
222 while (my ($invoice_id, $diff) = each %{ $allocated }) {
223 SL::DB::Manager::InvoiceItem->update_all(set => { allocated => { sql => "allocated + $diff" } },
224 where => [ id => $invoice_id ]);
231 return 'ar_transaction' if !$self->invoice;
232 return 'credit_note' if $self->type eq 'credit_note' && $self->amount < 0 && !$self->storno;
233 return 'invoice_storno' if $self->type ne 'credit_note' && $self->amount < 0 && $self->storno;
234 return 'credit_note_storno' if $self->type eq 'credit_note' && $self->amount > 0 && $self->storno;
238 sub displayable_state {
241 return $self->closed ? $::locale->text('closed') : $::locale->text('open');
256 SL::DB::Invoice: Rose model for invoices (table "ar")
262 =item C<new_from $source>
264 Creates a new C<SL::DB::Invoice> instance and copies as much
265 information from C<$source> as possible. At the moment only sales
266 orders and sales quotations are supported as sources.
268 The conversion copies order items into invoice items. Dates are copied
269 as appropriate, e.g. the C<transdate> field from an order will be
270 copied into the invoice's C<orddate> field.
272 Amounts, prices and taxes are not
273 calculated. L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>
274 can be used for this.
276 The object returned is not saved.
278 =item C<post %params>
280 Posts the invoice. Required parameters are:
286 The ID of the accounds receivable chart the invoices amounts are
287 posted to. If it is not set then the first chart configured for
288 accounts receivables is used.
292 This function implements several steps:
296 =item 1. It calculates all prices, amounts and taxes by calling
297 L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>.
299 =item 2. A new and unique invoice number is created.
301 =item 3. All amounts for costs of goods sold are recorded in
304 =item 4. All amounts for parts, services and assemblies are recorded
305 in C<acc_trans> with their respective charts. This is determined by
306 the part's buchungsgruppen.
308 =item 5. The total amount is posted to the accounts receivable chart
309 and recorded in C<acc_trans>.
311 =item 6. Items in C<invoice> are updated according to their allocation
312 status (regarding for costs of goold sold). Will only be done if
313 kivitendo is not configured to use Einnahmenüberschussrechnungen.
315 =item 7. The invoice and its items are saved.
319 Returns C<$self> on success and C<undef> on failure. The whole process
320 is run inside a transaction. If it fails then nothing is saved to or
321 changed in the database. A new transaction is only started if none is
324 =item C<basic_info $field>
326 See L<SL::DB::Object::basic_info>.
332 Moritz Bunkus E<lt>m.bunkus@linet-services.deE<gt>