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 $main::auth->assert('customer_vendor_edit');
81 my $form = $main::form;
82 my $locale = $main::locale;
84 $form->{IS_CUSTOMER} = $form->{db} eq 'customer';
86 $form->get_lists("business_types" => "ALL_BUSINESS_TYPES",
87 "salesmen" => "ALL_SALESMEN");
88 $form->{SHOW_BUSINESS_TYPES} = scalar @{ $form->{ALL_BUSINESS_TYPES} } > 0;
90 $form->{CUSTOM_VARIABLES} = CVar->get_configs('module' => 'CT');
91 ($form->{CUSTOM_VARIABLES_FILTER_CODE},
92 $form->{CUSTOM_VARIABLES_INCLUSION_CODE}) = CVar->render_search_options('variables' => $form->{CUSTOM_VARIABLES},
93 'include_prefix' => 'l_',
94 'include_value' => 'Y');
96 $form->{title} = $form->{IS_CUSTOMER} ? $locale->text('Customers') : $locale->text('Vendors');
98 $form->{ZUGFERD_SETTINGS} = [ _zugferd_settings() ];
100 setup_ct_search_action_bar();
103 print $form->parse_html_template('ct/search');
105 $main::lxdebug->leave_sub();
109 $::lxdebug->enter_sub;
110 $::auth->assert('customer_vendor_edit');
112 $::form->{CUSTOM_VARIABLES} = CVar->get_configs('module' => 'Contacts');
113 ($::form->{CUSTOM_VARIABLES_FILTER_CODE},
114 $::form->{CUSTOM_VARIABLES_INCLUSION_CODE}) = CVar->render_search_options('variables' => $::form->{CUSTOM_VARIABLES},
115 'include_prefix' => 'l.',
116 'filter_prefix' => 'filter.',
117 'include_value' => 'Y');
119 $::form->{title} = $::locale->text('Search contacts');
121 setup_ct_search_contact_action_bar();
123 print $::form->parse_html_template('ct/search_contact');
125 $::lxdebug->leave_sub;
129 $main::lxdebug->enter_sub();
131 $main::auth->assert('customer_vendor_edit');
133 my $form = $main::form;
134 my %myconfig = %main::myconfig;
135 my $locale = $main::locale;
137 $form->{IS_CUSTOMER} = $form->{db} eq 'customer';
139 report_generator_set_default_sort('name', 1);
141 CT->search(\%myconfig, \%$form);
143 my $cvar_configs = CVar->get_configs('module' => 'CT');
146 if ($form->{status} eq 'all') {
147 push @options, $locale->text('All');
148 } elsif ($form->{status} eq 'orphaned') {
149 push @options, $locale->text('Orphaned');
152 my @zugferd_settings_list = _zugferd_settings();
153 my $zugferd_filter = $form->{create_zugferd_invoices} eq '' ? undef : $zugferd_settings_list[$form->{create_zugferd_invoices} + 1]->[1];
155 push @options, $locale->text('Name') . " : $form->{name}" if $form->{name};
156 push @options, $locale->text('Contact') . " : $form->{contact}" if $form->{contact};
157 push @options, $locale->text('Number') . qq| : $form->{"$form->{db}number"}| if $form->{"$form->{db}number"};
158 push @options, $locale->text('E-mail') . " : $form->{email}" if $form->{email};
159 push @options, $locale->text('Contact person (surname)') . " : $form->{cp_name}" if $form->{cp_name};
160 push @options, $locale->text('Billing/shipping address (city)') . " : $form->{addr_city}" if $form->{addr_city};
161 push @options, $locale->text('Billing/shipping address (zipcode)') . " : $form->{addr_zipcode}" if $form->{addr_zipcode};
162 push @options, $locale->text('Billing/shipping address (street)') . " : $form->{addr_street}" if $form->{addr_street};
163 push @options, $locale->text('Billing/shipping address (country)') . " : $form->{addr_country}" if $form->{addr_country};
164 push @options, $locale->text('Billing/shipping address (GLN)') . " : $form->{addr_gln}" if $form->{addr_gln};
165 push @options, $locale->text('Quick Search') . " : $form->{all}" if $form->{all};
166 push @options, $locale->text('Factur-X/ZUGFeRD settings') . " : $zugferd_filter" if $zugferd_filter;
168 if ($form->{business_id}) {
169 my $business = SL::DB::Manager::Business->find_by(id => $form->{business_id});
171 my $label = $form->{IS_CUSTOMER} ? $::locale->text('Customer type') : $::locale->text('Vendor type');
172 push @options, $label . " : " . $business->description;
175 if ($form->{salesman_id}) {
176 my $salesman = SL::DB::Manager::Employee->find_by(id => $form->{salesman_id});
178 push @options, $locale->text('Salesman') . " : " . $salesman->name;
182 if ( $form->{insertdatefrom} or $form->{insertdateto} ) {
183 push @options, $locale->text('Insert Date');
184 push @options, $locale->text('From') . " " . $locale->date(\%myconfig, $form->{insertdatefrom}, 1) if $form->{insertdatefrom};
185 push @options, $locale->text('Bis') . " " . $locale->date(\%myconfig, $form->{insertdateto}, 1) if $form->{insertdateto};
189 'id', 'name', "$form->{db}number", 'contact', 'main_contact_person',
191 'fax', 'email', 'taxnumber', 'street', 'zipcode' , 'city',
192 'business', 'payment', 'invnumber', 'ordnumber', 'quonumber', 'salesman',
193 'country', 'gln', 'insertdate', 'pricegroup', 'contact_origin', 'invoice_mail',
194 'creditlimit', 'ustid', 'commercial_court', 'delivery_order_mail'
197 my @includeable_custom_variables = grep { $_->{includeable} } @{ $cvar_configs };
198 my @searchable_custom_variables = grep { $_->{searchable} } @{ $cvar_configs };
199 my %column_defs_cvars = map { +"cvar_$_->{name}" => { 'text' => $_->{description} } } @includeable_custom_variables;
201 push @columns, map { "cvar_$_->{name}" } @includeable_custom_variables;
204 'id' => { 'text' => $locale->text('ID'), },
205 "$form->{db}number" => { 'text' => $locale->text('Number'), },
206 'name' => { 'text' => $form->{IS_CUSTOMER} ? $::locale->text('Customer Name') : $::locale->text('Vendor Name'), },
207 'contact' => { 'text' => $locale->text('Contact'), },
208 'main_contact_person' => { 'text' => $locale->text('Main Contact Person'), },
209 'phone' => { 'text' => $locale->text('Phone'), },
210 'fax' => { 'text' => $locale->text('Fax'), },
211 'email' => { 'text' => $locale->text('E-mail'), },
212 'cc' => { 'text' => $locale->text('Cc'), },
213 'taxnumber' => { 'text' => $locale->text('Tax Number'), },
214 'business' => { 'text' => $locale->text('Type of Business'), },
215 'invnumber' => { 'text' => $locale->text('Invoice'), },
216 'ordnumber' => { 'text' => $form->{IS_CUSTOMER} ? $locale->text('Sales Order') : $locale->text('Purchase Order'), },
217 'quonumber' => { 'text' => $form->{IS_CUSTOMER} ? $locale->text('Quotation') : $locale->text('Request for Quotation'), },
218 'street' => { 'text' => $locale->text('Street'), },
219 'zipcode' => { 'text' => $locale->text('Zipcode'), },
220 'city' => { 'text' => $locale->text('City'), },
221 'country' => { 'text' => $locale->text('Country'), },
222 'gln' => { 'text' => $locale->text('GLN'), },
223 'salesman' => { 'text' => $locale->text('Salesman'), },
224 'discount' => { 'text' => $locale->text('Discount'), },
225 'payment' => { 'text' => $locale->text('Payment Terms'), },
226 'insertdate' => { 'text' => $locale->text('Insert Date'), },
227 'pricegroup' => { 'text' => $locale->text('Pricegroup'), },
228 'invoice_mail' => { 'text' => $locale->text('Email of the invoice recipient'), },
229 'delivery_order_mail' => { 'text' => $locale->text('Email of the delivery order recipient'), },
230 'contact_origin' => { 'text' => $locale->text('Origin of personal data'), },
231 'creditlimit' => { 'text' => $locale->text('Credit Limit'), },
232 'ustid' => { 'text' => $locale->text('VAT ID'), },
233 'commercial_court' => { 'text' => $locale->text('Commercial court'), },
234 create_zugferd_invoices => { text => $locale->text('Factur-X/ZUGFeRD settings'), },
238 map { $column_defs{$_}->{visible} = $form->{"l_$_"} eq 'Y' } @columns;
240 my @hidden_variables = ( qw(
241 db status obsolete name contact email cp_name addr_street addr_zipcode
242 addr_city addr_country addr_gln business_id salesman_id insertdateto insertdatefrom all
243 ), "$form->{db}number",
244 map({ "cvar_$_->{name}" } @searchable_custom_variables),
245 map({'cvar_'. $_->{name} .'_from'} grep({$_->{type} eq 'date'} @searchable_custom_variables)),
246 map({'cvar_'. $_->{name} .'_to'} grep({$_->{type} eq 'date'} @searchable_custom_variables)),
247 map({'cvar_'. $_->{name} .'_qtyop'} grep({$_->{type} eq 'number'} @searchable_custom_variables)),
248 map({ "l_$_" } @columns),
251 my @hidden_nondefault = grep({ $form->{$_} } @hidden_variables);
252 my $callback = build_std_url('action=list_names', grep { $form->{$_} } @hidden_nondefault);
253 $form->{callback} = "$callback&sort=" . E($form->{sort}) . "&sortdir=" . E($form->{sortdir});
256 my $sortdir = $form->{sort} eq $_ ? 1 - $form->{sortdir} : $form->{sortdir};
257 $column_defs{$_}->{link} = "${callback}&sort=${_}&sortdir=${sortdir}";
260 my ($ordertype, $quotationtype, $attachment_basename);
261 if ($form->{IS_CUSTOMER}) {
262 $form->{title} = $locale->text('Customers');
263 $ordertype = 'sales_order';
264 $quotationtype = 'sales_quotation';
265 $attachment_basename = $locale->text('customer_list');
268 $form->{title} = $locale->text('Vendors');
269 $ordertype = 'purchase_order';
270 $quotationtype = 'request_quotation';
271 $attachment_basename = $locale->text('vendor_list');
274 my $report = SL::ReportGenerator->new(\%myconfig, $form);
276 $report->set_options('top_info_text' => join("\n", @options),
277 'raw_bottom_info_text' => $form->parse_html_template('ct/list_names_bottom'),
278 'output_format' => 'HTML',
279 'title' => $form->{title},
280 'attachment_basename' => $attachment_basename . strftime('_%Y%m%d', localtime time),
282 $report->set_options_from_form();
283 $locale->set_numberformat_wo_thousands_separator(\%myconfig) if lc($report->{options}->{output_format}) eq 'csv';
285 $report->set_columns(%column_defs);
286 $report->set_column_order(@columns);
288 $report->set_export_options('list_names', @hidden_variables, qw(sort sortdir));
290 $report->set_sort_indicator($form->{sort}, $form->{sortdir});
292 CVar->add_custom_variables_to_report('module' => 'CT',
293 'trans_id_field' => 'id',
294 'configs' => $cvar_configs,
295 'column_defs' => \%column_defs,
296 'data' => $form->{CT});
300 foreach my $ref (@{ $form->{CT} }) {
301 my $row = { map { $_ => { 'data' => '' } } @columns };
303 if ($ref->{id} ne $previous_id) {
304 $previous_id = $ref->{id};
305 $ref->{discount} = $form->format_amount(\%myconfig, $ref->{discount} * 100.0, 2);
306 $ref->{creditlimit} = $form->format_amount(\%myconfig, $ref->{creditlimit}, 2);
307 map { $row->{$_}->{data} = $ref->{$_} } @columns;
309 $row->{name}->{link} = build_std_url('script=controller.pl', 'action=CustomerVendor/edit', 'id=' . E($ref->{id}), 'callback', @hidden_nondefault);
310 $row->{email}->{link} = 'mailto:' . E($ref->{email});
313 my $base_url = build_std_url("script=$ref->{module}.pl", 'action=edit', 'id=' . E($ref->{invid}), 'callback', @hidden_nondefault);
314 if ($::instance_conf->get_feature_experimental_order) {
315 if ('oe' eq $ref->{module}) {
316 $base_url = build_std_url("script=controller.pl", 'action=Order/edit', 'id=' . E($ref->{invid}), 'callback', @hidden_nondefault);
320 $row->{invnumber}->{link} = $base_url;
321 $row->{ordnumber}->{link} = $base_url . "&type=${ordertype}";
322 $row->{quonumber}->{link} = $base_url . "&type=${quotationtype}";
323 my $column = $ref->{formtype} eq 'invoice' ? 'invnumber' : $ref->{formtype} eq 'order' ? 'ordnumber' : 'quonumber';
324 $row->{$column}->{data} = $ref->{$column};
326 if (my $number = SL::CTI->sanitize_number(number => $ref->{phone})) {
327 $row->{phone}->{link} = SL::CTI->call_link(number => $number);
328 $row->{phone}->{link_class} = 'cti_call_action';
331 $report->add_data($row);
334 setup_ct_list_names_action_bar();
335 $report->generate_with_headers();
337 $main::lxdebug->leave_sub();
341 $::lxdebug->enter_sub;
342 $::auth->assert('customer_vendor_edit');
344 $::form->{sortdir} = 1 unless defined $::form->{sortdir};
346 my @contacts = CT->search_contacts(
347 search_term => $::form->{search_term},
348 filter => $::form->{filter},
351 my $cvar_configs = CVar->get_configs('module' => 'Contacts');
354 cp_id vcname vcnumber cp_name cp_givenname cp_street cp_zipcode cp_city cp_phone1 cp_phone2 cp_privatphone
355 cp_mobile1 cp_mobile2 cp_fax cp_email cp_privatemail cp_abteilung cp_position cp_birthday cp_gender
358 my @includeable_custom_variables = grep { $_->{includeable} } @{ $cvar_configs };
359 my @searchable_custom_variables = grep { $_->{searchable} } @{ $cvar_configs };
360 my %column_defs_cvars = map { +"cvar_$_->{name}" => { 'text' => $_->{description} } } @includeable_custom_variables;
362 push @columns, map { "cvar_$_->{name}" } @includeable_custom_variables;
366 @visible_columns = grep { $::form->{l}{$_} } @columns;
367 push @visible_columns, qw(cp_phone1 cp_phone2) if $::form->{l}{cp_phone};
368 push @visible_columns, qw(cp_mobile1 cp_mobile2) if $::form->{l}{cp_mobile};
370 @visible_columns = qw(vcname vcnumber cp_name cp_givenname cp_phone1 cp_phone2 cp_mobile1 cp_email);
374 'cp_id' => { 'text' => $::locale->text('ID'), },
375 'vcname' => { 'text' => $::locale->text('Customer/Vendor'), },
376 'vcnumber' => { 'text' => $::locale->text('Customer/Vendor Number'), },
377 'cp_name' => { 'text' => $::locale->text('Name'), },
378 'cp_givenname' => { 'text' => $::locale->text('Given Name'), },
379 'cp_street' => { 'text' => $::locale->text('Street'), },
380 'cp_zipcode' => { 'text' => $::locale->text('Zipcode'), },
381 'cp_city' => { 'text' => $::locale->text('City'), },
382 'cp_phone1' => { 'text' => $::locale->text('Phone1'), },
383 'cp_phone2' => { 'text' => $::locale->text('Phone2'), },
384 'cp_mobile1' => { 'text' => $::locale->text('Mobile1'), },
385 'cp_mobile2' => { 'text' => $::locale->text('Mobile2'), },
386 'cp_email' => { 'text' => $::locale->text('E-mail'), },
387 'cp_abteilung' => { 'text' => $::locale->text('Department'), },
388 'cp_position' => { 'text' => $::locale->text('Function/position'), },
389 'cp_birthday' => { 'text' => $::locale->text('Birthday'), },
390 'cp_gender' => { 'text' => $::locale->text('Gender'), },
391 'cp_fax' => { 'text' => $::locale->text('Fax'), },
392 'cp_privatphone' => { 'text' => $::locale->text('Private Phone') },
393 'cp_privatemail' => { 'text' => $::locale->text('Private E-mail') },
397 map { $column_defs{$_}->{visible} = 1 } @visible_columns;
399 my @hidden_variables = (qw(search_term filter l));
400 my $hide_vars = { map { $_ => $::form->{$_} } @hidden_variables };
401 my @hidden_nondefault = grep({ $::form->{$_} } @hidden_variables);
402 my $callback = build_std_url('action=list_contacts', join '&', map { E($_->[0]) . '=' . E($_->[1]) } @{ flatten($hide_vars) });
403 $::form->{callback} = "$callback&sort=" . E($::form->{sort});
405 map { $column_defs{$_}->{link} = "${callback}&sort=${_}&sortdir=" . ($::form->{sort} eq $_ ? 1 - $::form->{sortdir} : $::form->{sortdir}) } @columns;
407 $::form->{title} = $::locale->text('Contacts');
409 my $report = SL::ReportGenerator->new(\%::myconfig, $::form);
412 push @options, $::locale->text('Search term') . ': ' . $::form->{search_term} if $::form->{search_term};
413 for (qw(cp_name cp_givenname cp_title cp_email cp_abteilung cp_project)) {
414 push @options, $column_defs{$_}{text} . ': ' . $::form->{filter}{$_} if $::form->{filter}{$_};
416 if ($::form->{filter}{status}) {
417 push @options, $::locale->text('Status') . ': ' . (
418 $::form->{filter}{status} =~ /active/ ? $::locale->text('Active') :
419 $::form->{filter}{status} =~ /orphaned/ ? $::locale->text('Orphaned') :
420 $::form->{filter}{status} =~ /all/ ? $::locale->text('All') : ''
425 $report->set_options('top_info_text' => join("\n", @options),
426 'output_format' => 'HTML',
427 'title' => $::form->{title},
428 'attachment_basename' => $::locale->text('contact_list') . strftime('_%Y%m%d', localtime time),
430 $report->set_options_from_form;
432 $report->set_columns(%column_defs);
433 $report->set_column_order(@columns);
435 $report->set_export_options('list_contacts', @hidden_variables);
437 $report->set_sort_indicator($::form->{sort}, $::form->{sortdir});
439 CVar->add_custom_variables_to_report('module' => 'Contacts',
440 'trans_id_field' => 'cp_id',
441 'configs' => $cvar_configs,
442 'column_defs' => \%column_defs,
443 'data' => \@contacts);
446 foreach my $ref (@contacts) {
447 my $row = { map { $_ => { 'data' => $ref->{$_} } } @columns };
449 $row->{vcname}->{link} = build_std_url('script=controller.pl', 'action=CustomerVendor/edit', 'id=' . E($ref->{vcid}), 'db=' . E($ref->{db}), 'callback', @hidden_nondefault);
450 $row->{vcnumber}->{link} = $row->{vcname}->{link};
452 for (qw(cp_email cp_privatemail)) {
453 $row->{$_}->{link} = 'mailto:' . E($ref->{$_}) if $ref->{$_};
456 for (qw(cp_phone1 cp_phone2 cp_mobile1)) {
457 next unless my $number = SL::CTI->sanitize_number(number => $ref->{$_});
459 $row->{$_}->{link} = SL::CTI->call_link(number => $number);
460 $row->{$_}->{link_class} = 'cti_call_action';
463 $report->add_data($row);
466 $report->generate_with_headers();
468 $::lxdebug->leave_sub;
471 sub setup_ct_search_action_bar {
474 for my $bar ($::request->layout->get('actionbar')) {
478 submit => [ '#form', { action => 'list_names' } ],
479 accesskey => 'enter',
485 sub setup_ct_list_names_action_bar {
488 for my $bar ($::request->layout->get('actionbar')) {
492 submit => [ '#new_form', { action => 'CustomerVendor/add' } ],
493 accesskey => 'enter',
499 sub setup_ct_search_contact_action_bar {
502 for my $bar ($::request->layout->get('actionbar')) {
506 submit => [ '#form', { action => 'list_contacts' } ],
507 accesskey => 'enter',
513 sub continue { call_sub($main::form->{nextsub}); }