1 #=====================================================================
4 # Based on SQL-Ledger Version 2.1.9
5 # Web http://www.lx-office.org
7 #=====================================================================
8 # SQL-Ledger Accounting
9 # Copyright (c) 1998-2002
11 # Author: Dieter Simader
12 # Email: dsimader@sql-ledger.org
13 # Web: http://www.sql-ledger.org
15 # Contributors: Reed White <alta@alta-research.com>
17 # This program is free software; you can redistribute it and/or modify
18 # it under the terms of the GNU General Public License as published by
19 # the Free Software Foundation; either version 2 of the License, or
20 # (at your option) any later version.
22 # This program is distributed in the hope that it will be useful,
23 # but WITHOUT ANY WARRANTY; without even the implied warranty of
24 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
25 # GNU General Public License for more details.
26 # You should have received a copy of the GNU General Public License
27 # along with this program; if not, write to the Free Software
28 # Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston,
30 #======================================================================
32 # customer/vendor module
34 #======================================================================
36 # $locale->text('Customers')
37 # $locale->text('Vendors')
38 # $locale->text('Add Customer')
39 # $locale->text('Add Vendor')
40 # $locale->text('Edit Customer')
41 # $locale->text('Edit Vendor')
42 # $locale->text('Customer saved!')
43 # $locale->text('Vendor saved!')
44 # $locale->text('Customer deleted!')
45 # $locale->text('Cannot delete customer!')
46 # $locale->text('Vendor deleted!')
47 # $locale->text('Cannot delete vendor!')
49 use POSIX qw(strftime);
54 use SL::Request qw(flatten);
57 use SL::DB::DeliveryTerm;
58 use SL::ReportGenerator;
59 use SL::Locale::String qw(t8);
60 use SL::MoreCommon qw(uri_encode);
63 require "bin/mozilla/common.pl";
64 require "bin/mozilla/reportgenerator.pl";
71 sub _zugferd_settings {
72 return ([ -1, $::locale->text('Use settings from client configuration') ],
73 @SL::ZUGFeRD::customer_settings);
77 $main::lxdebug->enter_sub();
79 my $form = $main::form;
80 my $locale = $main::locale;
82 $form->{IS_CUSTOMER} = $form->{db} eq 'customer';
84 $form->get_lists("business_types" => "ALL_BUSINESS_TYPES",
85 "salesmen" => "ALL_SALESMEN");
86 $form->{SHOW_BUSINESS_TYPES} = scalar @{ $form->{ALL_BUSINESS_TYPES} } > 0;
88 $form->{CUSTOM_VARIABLES} = CVar->get_configs('module' => 'CT');
89 ($form->{CUSTOM_VARIABLES_FILTER_CODE},
90 $form->{CUSTOM_VARIABLES_INCLUSION_CODE}) = CVar->render_search_options('variables' => $form->{CUSTOM_VARIABLES},
91 'include_prefix' => 'l_',
92 'include_value' => 'Y');
94 $form->{title} = $form->{IS_CUSTOMER} ? $locale->text('Customers') : $locale->text('Vendors');
96 $form->{ZUGFERD_SETTINGS} = [ _zugferd_settings() ];
98 setup_ct_search_action_bar();
101 print $form->parse_html_template('ct/search');
103 $main::lxdebug->leave_sub();
107 $::lxdebug->enter_sub;
109 $::form->{CUSTOM_VARIABLES} = CVar->get_configs('module' => 'Contacts');
110 ($::form->{CUSTOM_VARIABLES_FILTER_CODE},
111 $::form->{CUSTOM_VARIABLES_INCLUSION_CODE}) = CVar->render_search_options('variables' => $::form->{CUSTOM_VARIABLES},
112 'include_prefix' => 'l.',
113 'filter_prefix' => 'filter.',
114 'include_value' => 'Y');
116 $::form->{title} = $::locale->text('Search contacts');
118 setup_ct_search_contact_action_bar();
120 print $::form->parse_html_template('ct/search_contact');
122 $::lxdebug->leave_sub;
126 $main::lxdebug->enter_sub();
128 my $form = $main::form;
129 my %myconfig = %main::myconfig;
130 my $locale = $main::locale;
132 $form->{IS_CUSTOMER} = $form->{db} eq 'customer';
134 report_generator_set_default_sort('name', 1);
136 CT->search(\%myconfig, \%$form);
138 my $cvar_configs = CVar->get_configs('module' => 'CT');
141 if ($form->{status} eq 'all') {
142 push @options, $locale->text('All');
143 } elsif ($form->{status} eq 'orphaned') {
144 push @options, $locale->text('Orphaned');
147 my @zugferd_settings_list = _zugferd_settings();
148 my $zugferd_filter = $form->{create_zugferd_invoices} eq '' ? undef : $zugferd_settings_list[$form->{create_zugferd_invoices} + 1]->[1];
150 push @options, $locale->text('Name') . " : $form->{name}" if $form->{name};
151 push @options, $locale->text('Contact') . " : $form->{contact}" if $form->{contact};
152 push @options, $locale->text('Number') . qq| : $form->{"$form->{db}number"}| if $form->{"$form->{db}number"};
153 push @options, $locale->text('E-mail') . " : $form->{email}" if $form->{email};
154 push @options, $locale->text('Contact person (surname)') . " : $form->{cp_name}" if $form->{cp_name};
155 push @options, $locale->text('Billing/shipping address (city)') . " : $form->{addr_city}" if $form->{addr_city};
156 push @options, $locale->text('Billing/shipping address (zipcode)') . " : $form->{addr_zipcode}" if $form->{addr_zipcode};
157 push @options, $locale->text('Billing/shipping address (street)') . " : $form->{addr_street}" if $form->{addr_street};
158 push @options, $locale->text('Billing/shipping address (country)') . " : $form->{addr_country}" if $form->{addr_country};
159 push @options, $locale->text('Billing/shipping address (GLN)') . " : $form->{addr_gln}" if $form->{addr_gln};
160 push @options, $locale->text('Quick Search') . " : $form->{all}" if $form->{all};
161 push @options, $locale->text('Factur-X/ZUGFeRD settings') . " : $zugferd_filter" if $zugferd_filter;
163 if ($form->{business_id}) {
164 my $business = SL::DB::Manager::Business->find_by(id => $form->{business_id});
166 my $label = $form->{IS_CUSTOMER} ? $::locale->text('Customer type') : $::locale->text('Vendor type');
167 push @options, $label . " : " . $business->description;
170 if ($form->{salesman_id}) {
171 my $salesman = SL::DB::Manager::Employee->find_by(id => $form->{salesman_id});
173 push @options, $locale->text('Salesman') . " : " . $salesman->name;
177 if ( $form->{insertdatefrom} or $form->{insertdateto} ) {
178 push @options, $locale->text('Insert Date');
179 push @options, $locale->text('From') . " " . $locale->date(\%myconfig, $form->{insertdatefrom}, 1) if $form->{insertdatefrom};
180 push @options, $locale->text('Bis') . " " . $locale->date(\%myconfig, $form->{insertdateto}, 1) if $form->{insertdateto};
184 'id', 'name', "$form->{db}number", 'contact', 'main_contact_person',
185 'department_1', 'department_2', 'phone', 'discount',
186 'fax', 'email', 'taxnumber', 'street', 'zipcode' , 'city',
187 'business', 'payment', 'invnumber', 'ordnumber', 'quonumber', 'salesman',
188 'country', 'gln', 'insertdate', 'pricegroup', 'contact_origin', 'invoice_mail',
189 'creditlimit', 'ustid', 'commercial_court', 'delivery_order_mail'
192 my @includeable_custom_variables = grep { $_->{includeable} } @{ $cvar_configs };
193 my @searchable_custom_variables = grep { $_->{searchable} } @{ $cvar_configs };
194 my %column_defs_cvars = map { +"cvar_$_->{name}" => { 'text' => $_->{description} } } @includeable_custom_variables;
196 push @columns, map { "cvar_$_->{name}" } @includeable_custom_variables;
199 'id' => { 'text' => $locale->text('ID'), },
200 "$form->{db}number" => { 'text' => $locale->text('Number'), },
201 'name' => { 'text' => $form->{IS_CUSTOMER} ? $::locale->text('Customer Name') : $::locale->text('Vendor Name'), },
202 'contact' => { 'text' => $locale->text('Contact'), },
203 'main_contact_person' => { 'text' => $locale->text('Main Contact Person'), },
204 'department_1' => { 'text' => $locale->text('Department') . " 1", },
205 'department_2' => { 'text' => $locale->text('Department') . " 2", },
206 'phone' => { 'text' => $locale->text('Phone'), },
207 'fax' => { 'text' => $locale->text('Fax'), },
208 'email' => { 'text' => $locale->text('E-mail'), },
209 'cc' => { 'text' => $locale->text('Cc'), },
210 'taxnumber' => { 'text' => $locale->text('Tax Number'), },
211 'business' => { 'text' => $locale->text('Type of Business'), },
212 'invnumber' => { 'text' => $locale->text('Invoice'), },
213 'ordnumber' => { 'text' => $form->{IS_CUSTOMER} ? $locale->text('Sales Order') : $locale->text('Purchase Order'), },
214 'quonumber' => { 'text' => $form->{IS_CUSTOMER} ? $locale->text('Quotation') : $locale->text('Request for Quotation'), },
215 'street' => { 'text' => $locale->text('Street'), },
216 'zipcode' => { 'text' => $locale->text('Zipcode'), },
217 'city' => { 'text' => $locale->text('City'), },
218 'country' => { 'text' => $locale->text('Country'), },
219 'gln' => { 'text' => $locale->text('GLN'), },
220 'salesman' => { 'text' => $locale->text('Salesman'), },
221 'discount' => { 'text' => $locale->text('Discount'), },
222 'payment' => { 'text' => $locale->text('Payment Terms'), },
223 'insertdate' => { 'text' => $locale->text('Insert Date'), },
224 'pricegroup' => { 'text' => $locale->text('Pricegroup'), },
225 'invoice_mail' => { 'text' => $locale->text('Email of the invoice recipient'), },
226 'delivery_order_mail' => { 'text' => $locale->text('Email of the delivery order recipient'), },
227 'contact_origin' => { 'text' => $locale->text('Origin of personal data'), },
228 'creditlimit' => { 'text' => $locale->text('Credit Limit'), },
229 'ustid' => { 'text' => $locale->text('VAT ID'), },
230 'commercial_court' => { 'text' => $locale->text('Commercial court'), },
231 create_zugferd_invoices => { text => $locale->text('Factur-X/ZUGFeRD settings'), },
235 map { $column_defs{$_}->{visible} = $form->{"l_$_"} eq 'Y' } @columns;
237 my @hidden_variables = ( qw(
238 db status obsolete name contact email cp_name addr_street addr_zipcode
239 addr_city addr_country addr_gln business_id salesman_id insertdateto insertdatefrom all
240 ), "$form->{db}number",
241 map({ "cvar_$_->{name}" } @searchable_custom_variables),
242 map({'cvar_'. $_->{name} .'_from'} grep({$_->{type} eq 'date'} @searchable_custom_variables)),
243 map({'cvar_'. $_->{name} .'_to'} grep({$_->{type} eq 'date'} @searchable_custom_variables)),
244 map({'cvar_'. $_->{name} .'_qtyop'} grep({$_->{type} eq 'number'} @searchable_custom_variables)),
245 map({ "l_$_" } @columns),
248 my @hidden_nondefault = grep({ $form->{$_} } @hidden_variables);
249 my $callback = build_std_url('action=list_names', grep { $form->{$_} } @hidden_nondefault);
250 $form->{callback} = "$callback&sort=" . E($form->{sort}) . "&sortdir=" . E($form->{sortdir});
253 my $sortdir = $form->{sort} eq $_ ? 1 - $form->{sortdir} : $form->{sortdir};
254 $column_defs{$_}->{link} = "${callback}&sort=${_}&sortdir=${sortdir}";
257 my ($ordertype, $quotationtype, $attachment_basename);
258 if ($form->{IS_CUSTOMER}) {
259 $form->{title} = $locale->text('Customers');
260 $ordertype = 'sales_order';
261 $quotationtype = 'sales_quotation';
262 $attachment_basename = $locale->text('customer_list');
265 $form->{title} = $locale->text('Vendors');
266 $ordertype = 'purchase_order';
267 $quotationtype = 'request_quotation';
268 $attachment_basename = $locale->text('vendor_list');
271 my $report = SL::ReportGenerator->new(\%myconfig, $form);
273 $report->set_options('top_info_text' => join("\n", @options),
274 'raw_bottom_info_text' => $form->parse_html_template('ct/list_names_bottom'),
275 'output_format' => 'HTML',
276 'title' => $form->{title},
277 'attachment_basename' => $attachment_basename . strftime('_%Y%m%d', localtime time),
279 $report->set_options_from_form();
280 $locale->set_numberformat_wo_thousands_separator(\%myconfig) if lc($report->{options}->{output_format}) eq 'csv';
282 $report->set_columns(%column_defs);
283 $report->set_column_order(@columns);
285 $report->set_export_options('list_names', @hidden_variables, qw(sort sortdir));
287 $report->set_sort_indicator($form->{sort}, $form->{sortdir});
289 CVar->add_custom_variables_to_report('module' => 'CT',
290 'trans_id_field' => 'id',
291 'configs' => $cvar_configs,
292 'column_defs' => \%column_defs,
293 'data' => $form->{CT});
297 foreach my $ref (@{ $form->{CT} }) {
298 my $row = { map { $_ => { 'data' => '' } } @columns };
300 if ($ref->{id} ne $previous_id) {
301 $previous_id = $ref->{id};
302 $ref->{discount} = $form->format_amount(\%myconfig, $ref->{discount} * 100.0, 2);
303 $ref->{creditlimit} = $form->format_amount(\%myconfig, $ref->{creditlimit}, 2);
304 map { $row->{$_}->{data} = $ref->{$_} } @columns;
306 $row->{name}->{link} = build_std_url('script=controller.pl', 'action=CustomerVendor/edit', 'id=' . E($ref->{id}), 'callback', @hidden_nondefault);
307 $row->{email}->{link} = 'mailto:' . E($ref->{email});
310 my $base_url = build_std_url("script=$ref->{module}.pl", 'action=edit', 'id=' . E($ref->{invid}), 'callback', @hidden_nondefault);
311 if ($::instance_conf->get_feature_experimental_order) {
312 if ('oe' eq $ref->{module}) {
313 $base_url = build_std_url("script=controller.pl", 'action=Order/edit', 'id=' . E($ref->{invid}), 'callback', @hidden_nondefault);
317 $row->{invnumber}->{link} = $base_url;
318 $row->{ordnumber}->{link} = $base_url . "&type=${ordertype}";
319 $row->{quonumber}->{link} = $base_url . "&type=${quotationtype}";
320 my $column = $ref->{formtype} eq 'invoice' ? 'invnumber' : $ref->{formtype} eq 'order' ? 'ordnumber' : 'quonumber';
321 $row->{$column}->{data} = $ref->{$column};
323 if (my $number = SL::CTI->sanitize_number(number => $ref->{phone})) {
324 $row->{phone}->{link} = SL::CTI->call_link(number => $number);
325 $row->{phone}->{link_class} = 'cti_call_action';
328 $report->add_data($row);
331 setup_ct_list_names_action_bar();
332 $report->generate_with_headers();
334 $main::lxdebug->leave_sub();
338 $::lxdebug->enter_sub;
340 $::form->{sortdir} = 1 unless defined $::form->{sortdir};
342 my @contacts = CT->search_contacts(
343 search_term => $::form->{search_term},
344 filter => $::form->{filter},
347 my $cvar_configs = CVar->get_configs('module' => 'Contacts');
350 cp_id vcname vcnumber cp_name cp_givenname cp_street cp_zipcode cp_city cp_phone1 cp_phone2 cp_privatphone
351 cp_mobile1 cp_mobile2 cp_fax cp_email cp_privatemail cp_abteilung cp_position cp_birthday cp_gender
354 my @includeable_custom_variables = grep { $_->{includeable} } @{ $cvar_configs };
355 my @searchable_custom_variables = grep { $_->{searchable} } @{ $cvar_configs };
356 my %column_defs_cvars = map { +"cvar_$_->{name}" => { 'text' => $_->{description} } } @includeable_custom_variables;
358 push @columns, map { "cvar_$_->{name}" } @includeable_custom_variables;
362 @visible_columns = grep { $::form->{l}{$_} } @columns;
363 push @visible_columns, qw(cp_phone1 cp_phone2) if $::form->{l}{cp_phone};
364 push @visible_columns, qw(cp_mobile1 cp_mobile2) if $::form->{l}{cp_mobile};
366 @visible_columns = qw(vcname vcnumber cp_name cp_givenname cp_phone1 cp_phone2 cp_mobile1 cp_email);
370 'cp_id' => { 'text' => $::locale->text('ID'), },
371 'vcname' => { 'text' => $::locale->text('Customer/Vendor'), },
372 'vcnumber' => { 'text' => $::locale->text('Customer/Vendor Number'), },
373 'cp_name' => { 'text' => $::locale->text('Name'), },
374 'cp_givenname' => { 'text' => $::locale->text('Given Name'), },
375 'cp_street' => { 'text' => $::locale->text('Street'), },
376 'cp_zipcode' => { 'text' => $::locale->text('Zipcode'), },
377 'cp_city' => { 'text' => $::locale->text('City'), },
378 'cp_phone1' => { 'text' => $::locale->text('Phone1'), },
379 'cp_phone2' => { 'text' => $::locale->text('Phone2'), },
380 'cp_mobile1' => { 'text' => $::locale->text('Mobile1'), },
381 'cp_mobile2' => { 'text' => $::locale->text('Mobile2'), },
382 'cp_email' => { 'text' => $::locale->text('E-mail'), },
383 'cp_abteilung' => { 'text' => $::locale->text('Department'), },
384 'cp_position' => { 'text' => $::locale->text('Function/position'), },
385 'cp_birthday' => { 'text' => $::locale->text('Birthday'), },
386 'cp_gender' => { 'text' => $::locale->text('Gender'), },
387 'cp_fax' => { 'text' => $::locale->text('Fax'), },
388 'cp_privatphone' => { 'text' => $::locale->text('Private Phone') },
389 'cp_privatemail' => { 'text' => $::locale->text('Private E-mail') },
393 map { $column_defs{$_}->{visible} = 1 } @visible_columns;
395 my @hidden_variables = (qw(search_term filter l));
396 my $hide_vars = { map { $_ => $::form->{$_} } @hidden_variables };
397 my @hidden_nondefault = grep({ $::form->{$_} } @hidden_variables);
398 my $callback = build_std_url('action=list_contacts', join '&', map { E($_->[0]) . '=' . E($_->[1]) } @{ flatten($hide_vars) });
399 $::form->{callback} = "$callback&sort=" . E($::form->{sort});
401 map { $column_defs{$_}->{link} = "${callback}&sort=${_}&sortdir=" . ($::form->{sort} eq $_ ? 1 - $::form->{sortdir} : $::form->{sortdir}) } @columns;
403 $::form->{title} = $::locale->text('Contacts');
405 my $report = SL::ReportGenerator->new(\%::myconfig, $::form);
408 push @options, $::locale->text('Search term') . ': ' . $::form->{search_term} if $::form->{search_term};
409 for (qw(cp_name cp_givenname cp_title cp_email cp_abteilung cp_project)) {
410 push @options, $column_defs{$_}{text} . ': ' . $::form->{filter}{$_} if $::form->{filter}{$_};
412 if ($::form->{filter}{status}) {
413 push @options, $::locale->text('Status') . ': ' . (
414 $::form->{filter}{status} =~ /active/ ? $::locale->text('Active') :
415 $::form->{filter}{status} =~ /orphaned/ ? $::locale->text('Orphaned') :
416 $::form->{filter}{status} =~ /all/ ? $::locale->text('All') : ''
421 $report->set_options('top_info_text' => join("\n", @options),
422 'output_format' => 'HTML',
423 'title' => $::form->{title},
424 'attachment_basename' => $::locale->text('contact_list') . strftime('_%Y%m%d', localtime time),
426 $report->set_options_from_form;
428 $report->set_columns(%column_defs);
429 $report->set_column_order(@columns);
431 $report->set_export_options('list_contacts', @hidden_variables);
433 $report->set_sort_indicator($::form->{sort}, $::form->{sortdir});
435 CVar->add_custom_variables_to_report('module' => 'Contacts',
436 'trans_id_field' => 'cp_id',
437 'configs' => $cvar_configs,
438 'column_defs' => \%column_defs,
439 'data' => \@contacts);
442 foreach my $ref (@contacts) {
443 my $row = { map { $_ => { 'data' => $ref->{$_} } } @columns };
445 $row->{vcname}->{link} = build_std_url('script=controller.pl', 'action=CustomerVendor/edit', 'id=' . E($ref->{vcid}), 'db=' . E($ref->{db}), 'callback', @hidden_nondefault);
446 $row->{vcnumber}->{link} = $row->{vcname}->{link};
448 for (qw(cp_email cp_privatemail)) {
449 $row->{$_}->{link} = 'mailto:' . E($ref->{$_}) if $ref->{$_};
452 for (qw(cp_phone1 cp_phone2 cp_mobile1)) {
453 next unless my $number = SL::CTI->sanitize_number(number => $ref->{$_});
455 $row->{$_}->{link} = SL::CTI->call_link(number => $number);
456 $row->{$_}->{link_class} = 'cti_call_action';
459 $report->add_data($row);
462 $report->generate_with_headers();
464 $::lxdebug->leave_sub;
467 sub setup_ct_search_action_bar {
470 for my $bar ($::request->layout->get('actionbar')) {
474 submit => [ '#form', { action => 'list_names' } ],
475 accesskey => 'enter',
481 sub setup_ct_list_names_action_bar {
484 for my $bar ($::request->layout->get('actionbar')) {
488 submit => [ '#new_form', { action => 'CustomerVendor/add' } ],
489 accesskey => 'enter',
495 sub setup_ct_search_contact_action_bar {
498 for my $bar ($::request->layout->get('actionbar')) {
502 submit => [ '#form', { action => 'list_contacts' } ],
503 accesskey => 'enter',
509 sub continue { call_sub($main::form->{nextsub}); }