Mahnungskonfiguration Ausdruck der Originalrechnung konfigurierbar
[kivitendo-erp.git] / bin / mozilla / dn.pl
1 #=====================================================================
2 # LX-Office ERP
3 # Copyright (C) 2006
4 # Based on SQL-Ledger Version 2.1.9
5 # Web http://www.lx-office.org
6 #
7 #=====================================================================
8 # SQL-Ledger Accounting
9 # Copyright (c) 1998-2002
10 #
11 #  Author: Dieter Simader
12 #   Email: dsimader@sql-ledger.org
13 #     Web: http://www.sql-ledger.org
14 #
15 #
16 # This program is free software; you can redistribute it and/or modify
17 # it under the terms of the GNU General Public License as published by
18 # the Free Software Foundation; either version 2 of the License, or
19 # (at your option) any later version.
20 #
21 # This program is distributed in the hope that it will be useful,
22 # but WITHOUT ANY WARRANTY; without even the implied warranty of
23 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
24 # GNU General Public License for more details.
25 # You should have received a copy of the GNU General Public License
26 # along with this program; if not, write to the Free Software
27 # Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston,
28 # MA 02110-1335, USA.
29 #======================================================================
30 #
31 # Dunning process module
32 #
33 #======================================================================
34
35 use POSIX qw(strftime);
36
37 use SL::IS;
38 use SL::DN;
39 use SL::DB::Department;
40 use SL::DB::Dunning;
41 use SL::Helper::Flash qw(flash);
42 use SL::Locale::String qw(t8);
43 use SL::ReportGenerator;
44
45 require "bin/mozilla/common.pl";
46 require "bin/mozilla/reportgenerator.pl";
47 require "bin/mozilla/io.pl";
48
49 use strict;
50
51 1;
52
53 sub edit_config {
54   $main::lxdebug->enter_sub();
55
56   my $form     = $main::form;
57   my %myconfig = %main::myconfig;
58   my $locale   = $main::locale;
59
60   $main::auth->assert('config');
61
62   DN->get_config(\%myconfig, \%$form);
63   $form->get_lists('charts' => { 'key'       => 'ALL_CHARTS',
64                                  'transdate' => 'current_date' });
65
66   $form->{SELECT_AR_AMOUNT} = [];
67   $form->{SELECT_AR}        = [];
68
69   foreach my $chart (@{ $form->{ALL_CHARTS} }) {
70     $chart->{LINKS} = { map { $_, 1 } split m/:/, $chart->{link} };
71
72     if ($chart->{LINKS}->{AR}) {
73       $chart->{AR_selected} = "selected" if $chart->{id} == $form->{AR};
74       push @{ $form->{SELECT_AR} }, $chart;
75     }
76
77     if ($chart->{LINKS}->{AR_amount}) {
78       $chart->{AR_amount_fee_selected}      = "selected" if $chart->{id} == $form->{AR_amount_fee};
79       $chart->{AR_amount_interest_selected} = "selected" if $chart->{id} == $form->{AR_amount_interest};
80       push @{ $form->{SELECT_AR_AMOUNT} }, $chart;
81     }
82   }
83
84   $form->{title}      = $locale->text('Edit Dunning Process Config');
85   $form->{callback} ||= build_std_url("action=edit_config");
86
87   setup_dn_edit_config_action_bar();
88
89   $form->header();
90   print $form->parse_html_template("dunning/edit_config");
91
92   $main::lxdebug->leave_sub();
93 }
94
95 sub add {
96   $main::lxdebug->enter_sub();
97
98   my $form     = $main::form;
99   my %myconfig = %main::myconfig;
100   my $locale   = $main::locale;
101
102   $main::auth->assert('dunning_edit');
103
104   DN->get_config(\%myconfig, \%$form);
105
106   $form->get_lists("departments" => "ALL_DEPARTMENTS");
107
108   $form->{SHOW_DUNNING_LEVEL_SELECTION} = $form->{DUNNING}         && scalar @{ $form->{DUNNING} };
109   $form->{SHOW_DEPARTMENT_SELECTION}    = $form->{ALL_DEPARTMENTS} && scalar @{ $form->{ALL_DEPARTMENTS} || [] };
110
111   $form->{title}    = $locale->text('Start Dunning Process');
112
113   setup_dn_add_action_bar();
114   $form->header();
115
116   print $form->parse_html_template("dunning/add");
117
118   $main::lxdebug->leave_sub();
119 }
120
121 sub show_invoices {
122   $main::lxdebug->enter_sub();
123
124   my $form     = $main::form;
125   my %myconfig = %main::myconfig;
126   my $locale   = $main::locale;
127
128   $main::auth->assert('dunning_edit');
129
130   DN->get_invoices(\%myconfig, \%$form);
131   $form->{title} = $locale->text('Start Dunning Process');
132
133   foreach my $row (@{ $form->{DUNNINGS} }) {
134     $row->{DUNNING_CONFIG} = [ map +{ %{ $_ } }, @{ $form->{DUNNING_CONFIG} } ];
135
136     if ($row->{next_dunning_config_id}) {
137       map { $_->{SELECTED} = $_->{id} == $row->{next_dunning_config_id} } @{ $row->{DUNNING_CONFIG } };
138     }
139     map { $row->{$_} = $form->format_amount(\%myconfig, $row->{$_} * 1, 2) } qw(amount open_amount fee interest);
140
141     if ($row->{'language_id'}) {
142       $row->{language} = SL::DB::Manager::Language->find_by_or_create('id' => $row->{'language_id'})->{'description'};
143     }
144   }
145
146   $form->get_lists('printers'  => 'printers',
147                    'languages' => 'languages');
148
149   $form->{type}           = 'dunning';
150   $form->{rowcount}       = scalar @{ $form->{DUNNINGS} };
151   $form->{callback}     ||= build_std_url("action=show_invoices", qw(customer invnumber ordnumber groupinvoices minamount dunning_level notes));
152
153   $form->{PRINT_OPTIONS}  = print_options('inline'          => 1,
154                                           'no_queue'        => 1,
155                                           'no_postscript'   => 1,
156                                           'no_html'         => 1,
157                                           'no_opendocument' => 1,);
158
159   setup_dn_show_invoices_action_bar();
160   $form->header();
161   print $form->parse_html_template("dunning/show_invoices");
162
163   $main::lxdebug->leave_sub();
164 }
165
166 sub save {
167   $main::lxdebug->enter_sub();
168
169   my $form     = $main::form;
170   my %myconfig = %main::myconfig;
171   my $locale   = $main::locale;
172
173   $main::auth->assert('config');
174
175   for my $i (1 .. $form->{rowcount}) {
176     if ($form->{"dunning_description_$i"} ne "") {
177       $form->isblank("dunning_level_$i", $locale->text('Dunning Level missing in row '). $i);
178       $form->isblank("dunning_description_$i", $locale->text('Dunning Description missing in row '). $i);
179       $form->isblank("terms_$i", $locale->text('Terms missing in row '). $i);
180       $form->isblank("payment_terms_$i", $locale->text('Payment Terms missing in row '). $i);
181     }
182   }
183
184   DN->save_config(\%myconfig, \%$form);
185   # saving the history
186   if(!exists $form->{addition} && $form->{id} ne "") {
187     $form->{snumbers} = qq|dunning_id_| . $form->{"dunning_id"};
188     $form->{addition} = "SAVED FOR DUNNING";
189     $form->save_history;
190   }
191   # /saving the history
192   $form->redirect($locale->text('Dunning Process Config saved!'));
193
194   $main::lxdebug->leave_sub();
195 }
196
197 sub save_dunning {
198   $main::lxdebug->enter_sub();
199
200   my $form     = $main::form;
201   my %myconfig = %main::myconfig;
202   my $locale   = $main::locale;
203
204   $main::auth->assert('dunning_edit');
205
206   my $active=1;
207   my @rows = ();
208   undef($form->{DUNNING_PDFS});
209
210   my $saved_language_id = $form->{language_id};
211
212   if ($form->{groupinvoices}) {
213     my %dunnings_for;
214
215     for my $i (1 .. $form->{rowcount}) {
216       next unless ($form->{"active_$i"});
217
218       $dunnings_for{$form->{"customer_id_$i"}} ||= {};
219       my $dunning_levels = $dunnings_for{$form->{"customer_id_$i"}};
220
221       $dunning_levels->{$form->{"next_dunning_config_id_$i"}} ||= [];
222       my $level = $dunning_levels->{$form->{"next_dunning_config_id_$i"}};
223
224       push @{ $level }, { "row"                    => $i,
225                           "invoice_id"             => $form->{"inv_id_$i"},
226                           "customer_id"            => $form->{"customer_id_$i"},
227                           "language_id"            => $form->{"language_id_$i"},
228                           "next_dunning_config_id" => $form->{"next_dunning_config_id_$i"},
229                           "print_invoice"          => $form->{"include_invoice_$i"},
230                           "email"                  => $form->{"email_$i"}, };
231     }
232
233     foreach my $levels (values %dunnings_for) {
234       foreach my $level (values %{ $levels }) {
235         next unless scalar @{ $level };
236         if (!$form->{force_lang}) {
237           $form->{language_id} = @{$level}[0]->{language_id};
238         }
239         DN->save_dunning(\%myconfig, $form, $level);
240       }
241     }
242
243   } else {
244     for my $i (1 .. $form->{rowcount}) {
245       next unless $form->{"active_$i"};
246
247       my $level = [ { "row"                    => $i,
248                       "invoice_id"             => $form->{"inv_id_$i"},
249                       "customer_id"            => $form->{"customer_id_$i"},
250                       "language_id"            => $form->{"language_id_$i"},
251                       "next_dunning_config_id" => $form->{"next_dunning_config_id_$i"},
252                       "print_invoice"          => $form->{"include_invoice_$i"},
253                       "email"                  => $form->{"email_$i"}, } ];
254       if (!$form->{force_lang}) {
255         $form->{language_id} = @{$level}[0]->{language_id};
256       }
257       DN->save_dunning(\%myconfig, $form, $level);
258     }
259   }
260
261   $form->{language_id} = $saved_language_id;
262
263   if (scalar @{ $form->{DUNNING_PDFS} }) {
264     $form->{dunning_id} = strftime("%Y%m%d", localtime time) if scalar @{ $form->{DUNNING_PDFS}} > 1;
265     DN->melt_pdfs(\%myconfig, $form, $form->{copies});
266   }
267
268   # saving the history
269   if(!exists $form->{addition} && $form->{id} ne "") {
270     $form->{snumbers} = qq|dunning_id_| . $form->{"dunning_id"};
271     $form->{addition} = "DUNNING STARTED";
272     $form->save_history;
273   }
274   # /saving the history
275
276   if ($form->{media} eq 'printer') {
277     delete $form->{callback};
278     $form->redirect($locale->text('Dunning Process started for selected invoices!'));
279   }
280
281   $main::lxdebug->leave_sub();
282 }
283
284 sub set_email {
285   $main::lxdebug->enter_sub();
286
287   my $form     = $main::form;
288   my $locale   = $main::locale;
289
290   $main::auth->assert('dunning_edit');
291
292   $form->{"title"} = $locale->text("Set eMail text");
293   $form->header(no_layout => 1);
294   print($form->parse_html_template("dunning/set_email"));
295
296   $main::lxdebug->leave_sub();
297 }
298
299 sub search {
300   $main::lxdebug->enter_sub();
301
302   my $form     = $main::form;
303   my %myconfig = %main::myconfig;
304   my $locale   = $main::locale;
305
306   $main::auth->assert('dunning_edit');
307
308   $form->get_lists("customers"   => "ALL_CUSTOMERS",
309                    "departments" => "ALL_DEPARTMENTS");
310   $form->{ALL_EMPLOYEES} = SL::DB::Manager::Employee->get_all_sorted(query => [ deleted => 0 ]);
311
312   DN->get_config(\%myconfig, \%$form);
313
314   $form->{SHOW_DUNNING_LEVELS}   = scalar @{ $form->{DUNNING} };
315
316   $form->{title}    = $locale->text('Dunnings');
317
318   setup_dn_search_action_bar();
319   $form->header();
320
321   print $form->parse_html_template("dunning/search");
322
323   $main::lxdebug->leave_sub();
324
325 }
326
327 sub show_dunning {
328   $main::lxdebug->enter_sub();
329
330   my $form     = $main::form;
331   my %myconfig = %main::myconfig;
332   my $locale   = $main::locale;
333   my $cgi      = $::request->{cgi};
334
335   $main::auth->assert('dunning_edit');
336
337   my @filter_field_list = qw(customer_id customer dunning_level department_id invnumber ordnumber
338                              transdatefrom transdateto dunningfrom dunningto notes showold l_salesman salesman_id);
339
340   report_generator_set_default_sort('customername', 1);
341
342   DN->get_dunning(\%myconfig, \%$form);
343
344   if (!$form->{callback}) {
345     $form->{callback} = build_std_url("action=show_dunning", @filter_field_list);
346   }
347
348   $form->get_lists('printers'  => 'printers',
349                    'languages' => 'languages');
350
351   $form->{type}          = 'dunning';
352   $form->{PRINT_OPTIONS} = print_options('inline'          => 1,
353                                          'no_queue'        => 1,
354                                          'no_postscript'   => 1,
355                                          'no_html'         => 1,
356                                          'no_opendocument' => 1,);
357   $form->{title}         = $locale->text('Dunning overview');
358
359   my $report = SL::ReportGenerator->new(\%myconfig, $form);
360
361   $report->set_options('std_column_visibility' => 1,
362                        'title'                 => $form->{title});
363   $report->set_export_options('show_dunning', @filter_field_list, qw(sort sortdir));
364
365   my %column_defs         =  (
366     'checkbox'            => { 'text' => '', 'visible' => 'HTML' },
367     'dunning_description' => { 'text' => $locale->text('Dunning Level') },
368     'customername'        => { 'text' => $locale->text('Customername') },
369     'departmentname'      => { 'text' => $locale->text('Department') },
370     'language'            => { 'text' => $locale->text('Language') },
371     'invnumber'           => { 'text' => $locale->text('Invnumber') },
372     'transdate'           => { 'text' => $locale->text('Invdate') },
373     'duedate'             => { 'text' => $locale->text('Invoice Duedate') },
374     'amount'              => { 'text' => $locale->text('Amount') },
375     'dunning_date'        => { 'text' => $locale->text('Dunning Date') },
376     'dunning_duedate'     => { 'text' => $locale->text('Dunning Duedate') },
377     'fee'                 => { 'text' => $locale->text('Total Fees') },
378     'interest'            => { 'text' => $locale->text('Interest') },
379     'salesman'            => { 'text' => $locale->text('Salesperson'), 'visible' => $form->{l_salesman} ? 1 : 0 },
380   );
381
382   $report->set_columns(%column_defs);
383   $report->set_column_order(qw(checkbox dunning_description customername language invnumber transdate
384                                duedate amount dunning_date dunning_duedate fee interest salesman));
385   $report->set_sort_indicator($form->{sort}, $form->{sortdir});
386
387   my $edit_url  = sub { build_std_url('script=' . ($_[0]->{invoice} ? 'is' : 'ar') . '.pl', 'action=edit', 'callback') . '&id=' . $::form->escape($_[0]->{id}) };
388   my $print_url = sub { build_std_url('action=print_dunning', 'format=pdf', 'media=screen', 'dunning_id='.$_[0]->{dunning_id}, 'language_id=' . $_[0]->{language_id}) };
389   my $sort_url  = build_std_url('action=show_dunning', grep { $form->{$_} } @filter_field_list);
390
391   foreach my $name (qw(dunning_description customername invnumber transdate duedate dunning_date dunning_duedate salesman)) {
392     my $sortdir                 = $form->{sort} eq $name ? 1 - $form->{sortdir} : $form->{sortdir};
393     $column_defs{$name}->{link} = $sort_url . "&sort=$name&sortdir=$sortdir";
394   }
395
396   my %alignment = map { $_ => 'right' } qw(transdate duedate amount dunning_date dunning_duedate fee interest salesman);
397
398   my ($current_dunning_rows, $previous_dunning_id, $first_row_for_dunning);
399
400   $current_dunning_rows  = [];
401   $first_row_for_dunning = 1;
402   $form->{rowcount}      = scalar @{ $form->{DUNNINGS} };
403
404   my $i = 0;
405
406   foreach my $ref (@{ $form->{DUNNINGS} }) {
407     $i++;
408
409     if ($previous_dunning_id != $ref->{dunning_id}) {
410       $report->add_data($current_dunning_rows) if (scalar @{ $current_dunning_rows });
411       $current_dunning_rows  = [];
412       $first_row_for_dunning = 1;
413     }
414
415     if ($ref->{'language_id'}) {
416       $ref->{language} = SL::DB::Manager::Language->find_by('id' => $ref->{'language_id'})->{'description'};
417     }
418
419     my $row = { };
420     foreach my $column (keys %{ $ref }) {
421       $row->{$column} = {
422         'data'  => $first_row_for_dunning || (($column ne 'dunning_description') && ($column ne 'customername')) ? $ref->{$column} : '',
423
424         'align' => $alignment{$column},
425
426         'link'  => (  $column eq 'invnumber'           ? $edit_url->($ref)
427                     : $column eq 'dunning_description' ? $print_url->($ref)
428                     :                                    ''),
429       };
430     }
431
432     $row->{checkbox} = !$first_row_for_dunning ? { } : {
433       'raw_data' =>   $cgi->hidden('-name' => "dunning_id_$i", '-value' => $ref->{dunning_id})
434                     . $cgi->checkbox('-name' => "selected_$i", '-value' => 1, '-label' => ''),
435       'valign'   => 'center',
436       'align'    => 'center',
437     };
438
439     if ($first_row_for_dunning) {
440       $row->{language} = {'raw_data' => $cgi->hidden('-name' => "language_id_$i", '-value' => $ref->{language_id})
441                                         . " $ref->{language}" };
442     } else {
443       $row->{language} = { };
444     }
445
446     push @{ $current_dunning_rows }, $row;
447
448     $previous_dunning_id   = $ref->{dunning_id};
449     $first_row_for_dunning = 0;
450   }
451
452   $report->add_data($current_dunning_rows) if (scalar @{ $current_dunning_rows });
453
454   $report->set_options('raw_top_info_text'    => $form->parse_html_template('dunning/show_dunning_top'),
455                        'raw_bottom_info_text' => $form->parse_html_template('dunning/show_dunning_bottom'),
456                        'output_format'        => 'HTML',
457                        'attachment_basename'  => $locale->text('dunning_list') . strftime('_%Y%m%d', localtime time),
458     );
459
460   $report->set_options_from_form();
461
462   setup_dn_show_dunning_action_bar();
463   $report->generate_with_headers();
464
465   $main::lxdebug->leave_sub();
466
467 }
468
469 sub print_dunning {
470   $main::lxdebug->enter_sub();
471
472   my $form     = $main::form;
473
474   $main::auth->assert('dunning_edit');
475
476   $form->{rowcount}     = 1;
477   $form->{selected_1}   = 1;
478   $form->{dunning_id_1} = $form->{dunning_id};
479   $form->{language_id_1} = $form->{language_id};
480
481   print_multiple();
482
483   $main::lxdebug->leave_sub();
484 }
485
486 sub delete {
487   $main::auth->assert('dunning_edit');
488
489   my @dunning_ids = map { $::form->{"dunning_id_$_"} } grep { $::form->{"selected_$_"} } (1..$::form->{rowcount});
490
491   if (!scalar @dunning_ids) {
492     $::form->error($::locale->text('No dunnings have been selected for printing.'));
493   }
494
495   my $dunnings = SL::DB::Manager::Dunning->get_all(query => [ dunning_id => \@dunning_ids ]);
496
497   SL::DB::Dunning->new->db->with_transaction(sub {
498     for my $dunning (@$dunnings) {
499       SL::DB::Manager::Invoice->find_by(id => $dunning->trans_id)->update_attributes(dunning_config_id => undef);
500       $dunning->delete;
501     }
502   });
503
504   flash('info', t8('#1 dunnings have been deleted', scalar @$dunnings));
505
506   search();
507 }
508
509 sub print_multiple {
510   $main::lxdebug->enter_sub();
511
512   my $form     = $main::form;
513   my %myconfig = %main::myconfig;
514   my $locale   = $main::locale;
515
516   $main::auth->assert('dunning_edit');
517
518   $form->{title} = $locale->text('Print dunnings');
519
520   my @dunning_ids = map { $form->{"dunning_id_$_"} } grep { $form->{"selected_$_"} } (1..$form->{rowcount});
521   my @language_ids = map { $form->{"language_id_$_"} } grep { $form->{"selected_$_"} } (1..$form->{rowcount});
522
523   if (!scalar @dunning_ids) {
524     $form->error($locale->text('No dunnings have been selected for printing.'));
525   }
526
527   $form->{DUNNING_PDFS} = [];
528
529   my $saved_language_id = $form->{language_id};
530   my $i = 0;
531   foreach my $dunning_id (@dunning_ids) {
532     if (!$form->{force_lang}) {
533       $form->{language_id} = $language_ids[$i];
534     }
535     $form->{dunning_id} = $dunning_id;
536     DN->print_invoice_for_fees(\%myconfig, $form, $dunning_id);
537     DN->print_dunning(\%myconfig, $form, $dunning_id);
538     $i++;
539   }
540   $form->{language_id} = $saved_language_id;
541
542   if (scalar @{ $form->{DUNNING_PDFS} }) {
543     $form->{dunning_id} = strftime("%Y%m%d", localtime time) if scalar @{ $form->{DUNNING_PDFS}} > 1;
544     DN->melt_pdfs(\%myconfig, $form, $form->{copies});
545
546     if ($form->{media} eq 'printer') {
547       $form->header();
548       $form->info($locale->text('The dunnings have been printed.'));
549     }
550
551   } else {
552     $form->redirect($locale->text('Could not print dunning.'));
553   }
554
555   $main::lxdebug->leave_sub();
556 }
557
558 sub continue {
559   call_sub($main::form->{nextsub});
560 }
561
562 sub dispatcher {
563   foreach my $action (qw(delete print_multiple)) {
564     if ($::form->{"action_${action}"}) {
565       call_sub($action);
566       return;
567     }
568   }
569
570   $::form->error($::locale->text('No action defined.'));
571 }
572
573 sub setup_dn_add_action_bar {
574   my %params = @_;
575
576   for my $bar ($::request->layout->get('actionbar')) {
577     $bar->add(
578       action => [
579         t8('Search'),
580         submit    => [ '#form', { action => "show_invoices" } ],
581         accesskey => 'enter',
582       ],
583     );
584   }
585 }
586
587 sub setup_dn_show_invoices_action_bar {
588   my %params = @_;
589
590   for my $bar ($::request->layout->get('actionbar')) {
591     $bar->add(
592       action => [
593         t8('Create'),
594         submit    => [ '#form', { action => "save_dunning" } ],
595         checks    => [ [ 'kivi.check_if_entries_selected', '[name^=active_]' ] ],
596         accesskey => 'enter',
597         only_once => 1,
598       ],
599     );
600   }
601 }
602
603 sub setup_dn_search_action_bar {
604   my %params = @_;
605
606   for my $bar ($::request->layout->get('actionbar')) {
607     $bar->add(
608       action => [
609         t8('Search'),
610         submit    => [ '#form', { action => "show_dunning" } ],
611         accesskey => 'enter',
612       ],
613     );
614   }
615 }
616
617 sub setup_dn_show_dunning_action_bar {
618   my %params = @_;
619
620   for my $bar ($::request->layout->get('actionbar')) {
621     $bar->add(
622       action => [
623         t8('Print'),
624         submit    => [ '#form', { action => "print_multiple" } ],
625         checks    => [ [ 'kivi.check_if_entries_selected', '[name^=selected_]' ] ],
626         accesskey => 'enter',
627       ],
628
629       action => [
630         t8('Delete'),
631         submit  => [ '#form', { action => "delete" } ],
632         checks  => [ [ 'kivi.check_if_entries_selected', '[name^=selected_]' ] ],
633         confirm => $::locale->text('This resets the dunning process for the selected invoices. Posted dunning invoices will not be changed!'),
634       ],
635     );
636   }
637 }
638
639 sub setup_dn_edit_config_action_bar {
640   my %params = @_;
641
642   for my $bar ($::request->layout->get('actionbar')) {
643     $bar->add(
644       action => [
645         t8('Save'),
646         submit    => [ '#form', { action => "save" } ],
647         accesskey => 'enter',
648       ],
649     );
650   }
651 }
652
653 # end of main