my $vendor_of_transaction = SL::DB::Manager::Vendor->find_by(iban => $self->transaction->{remote_account_number});
my $use_vendor_filter = $self->transaction->{remote_account_number} && $vendor_of_transaction;
- my $templates = SL::DB::Manager::RecordTemplate->get_all(
+ my $templates_ap = SL::DB::Manager::RecordTemplate->get_all(
where => [ template_type => 'ap_transaction' ],
with_objects => [ qw(employee vendor) ],
);
+ my $templates_gl = SL::DB::Manager::RecordTemplate->get_all(
+ query => [ template_type => 'gl_transaction',
+ chart_id => SL::DB::Manager::BankAccount->find_by(id => $self->transaction->local_bank_account_id)->chart_id,
+ ],
+ with_objects => [ qw(employee record_template_items) ],
+ );
- #Filter templates
- $templates = [ grep { $_->vendor_id == $vendor_of_transaction->id } @{ $templates } ] if $use_vendor_filter;
+ # pre filter templates_ap, if we have a vendor match (IBAN eq IBAN) - show and allow user to edit this via gui!
+ $templates_ap = [ grep { $_->vendor_id == $vendor_of_transaction->id } @{ $templates_ap } ] if $use_vendor_filter;
$self->callback($self->url_for(
action => 'list',
$self->render(
'bank_transactions/create_invoice',
{ layout => 0 },
- title => t8('Create invoice'),
- TEMPLATES => $templates,
- vendor_name => $use_vendor_filter ? $vendor_of_transaction->name : undef,
+ title => t8('Create invoice'),
+ TEMPLATES_GL => $use_vendor_filter ? undef : $templates_gl,
+ TEMPLATES_AP => $templates_ap,
+ vendor_name => $use_vendor_filter ? $vendor_of_transaction->name : undef,
);
}
$self->{transaction} = SL::DB::Manager::BankTransaction->find_by(id => $::form->{bt_id});
my @filter;
- push @filter, ('vendor.name' => { ilike => '%' . $::form->{vendor} . '%' }) if $::form->{vendor};
+ push @filter, ('vendor.name' => { ilike => '%' . $::form->{vendor} . '%' }) if $::form->{vendor};
+ push @filter, ('template_name' => { ilike => '%' . $::form->{template} . '%' }) if $::form->{template};
+ push @filter, ('reference' => { ilike => '%' . $::form->{reference} . '%' }) if $::form->{reference};
- my $templates = SL::DB::Manager::RecordTemplate->get_all(
- where => [ template_type => 'ap_transaction', (or => \@filter) x !!@filter ],
+ my $templates_ap = SL::DB::Manager::RecordTemplate->get_all(
+ where => [ template_type => 'ap_transaction', (and => \@filter) x !!@filter ],
with_objects => [ qw(employee vendor) ],
);
+ my $templates_gl = SL::DB::Manager::RecordTemplate->get_all(
+ query => [ template_type => 'gl_transaction',
+ chart_id => SL::DB::Manager::BankAccount->find_by(id => $self->transaction->local_bank_account_id)->chart_id,
+ (and => \@filter) x !!@filter
+ ],
+ with_objects => [ qw(employee record_template_items) ],
+ );
$::form->{filter} //= {};
my $output = $self->render(
'bank_transactions/_template_list',
{ output => 0 },
- TEMPLATES => $templates,
+ TEMPLATES_AP => $templates_ap,
+ TEMPLATES_GL => $templates_gl,
);
$self->render(\to_json({ html => $output }), { type => 'json', process => 0 });
);
}
+sub load_gl_record_template_url {
+ my ($self, $template) = @_;
+
+ return $self->url_for(
+ controller => 'gl.pl',
+ action => 'load_record_template',
+ id => $template->id,
+ 'form_defaults.amount_1' => -1 * $self->transaction->amount,
+ 'form_defaults.transdate' => $self->transaction->transdate_as_date,
+ 'form_defaults.callback' => $self->callback,
+ );
+}
+
sub setup_search_action_bar {
my ($self, %params) = @_;