use parent qw(SL::Controller::Base);
use List::MoreUtils qw(none);
+use List::Util qw(min);
use SL::DB::Employee;
use SL::DB::Invoice;
use SL::DB::Order;
+use SL::DB::PeriodicInvoicesConfig;
use SL::DB::PurchaseInvoice;
use SL::Controller::Helper::ReportGenerator;
use SL::Locale::String;
use Rose::Object::MakeMethods::Generic (
- scalar => [ qw(report number_columns year current_year types objects data subtotals_per_quarter salesman_id) ],
- 'scalar --get_set_init' => [ qw(employees) ],
+ scalar => [ qw(report number_columns year current_year objects subtotals_per_quarter salesman_id) ],
+ 'scalar --get_set_init' => [ qw(employees types data) ],
);
__PACKAGE__->run_before(sub { $::auth->assert('report'); });
$self->$_($::form->{$_}) for qw(subtotals_per_quarter salesman_id);
$self->get_objects;
- $self->calculate_data;
+ $self->calculate_one_time_data;
+ $self->calculate_periodic_invoices;
$self->prepare_report;
$self->list_data;
}
$self->report(SL::ReportGenerator->new(\%::myconfig, $::form));
- my @columns = qw(year quarter month sales_quotations sales_orders sales_invoices requests_for_quotation purchase_orders purchase_invoices);
+ my @columns = (qw(year quarter month), @{ $self->types });
$self->number_columns([ grep { !m/^(?:month|year|quarter)$/ } @columns ]);
year => { text => t8('Year') },
quarter => { text => t8('Quarter') },
sales_quotations => { text => t8('Sales Quotations') },
- sales_orders => { text => t8('Sales Orders') },
+ sales_orders => { text => t8('Sales Orders Advance') },
+ sales_orders_per_inv => { text => t8('Total Sales Orders Value') },
sales_invoices => { text => t8('Invoices') },
requests_for_quotation => { text => t8('Requests for Quotation') },
purchase_orders => { text => t8('Purchase Orders') },
purchase_invoices => { text => t8('Purchase Invoices') },
);
- map { $column_defs{$_}->{align} = 'right' } @columns;
+ $column_defs{$_}->{align} = 'right' for @columns;
$self->report->set_options(
std_column_visibility => 1,
controller_class => 'FinancialOverview',
output_format => 'HTML',
- raw_top_info_text => $self->render('financial_overview/report_top', { output => 0 }, YEARS_TO_LIST => [ reverse(2000..$self->current_year) ]),
+ raw_top_info_text => $self->render('financial_overview/report_top', { output => 0 }, YEARS_TO_LIST => [ reverse(($self->current_year - 10)..($self->current_year + 5)) ]),
title => t8('Financial overview for #1', $self->year),
allow_pdf_export => 1,
allow_csv_export => 1,
$self->objects({
sales_quotations => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_quotation') ]]),
- sales_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_order') ]]),
+ sales_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_order') ]], with_objects => [ qw(periodic_invoices_config) ]),
+ sales_orders_per_inv => [],
requests_for_quotation => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('request_quotation') ]]),
purchase_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('purchase_order') ]]),
sales_invoices => SL::DB::Manager::Invoice->get_all( where => [ and => [ @f_date, @f_salesman, ]]),
purchase_invoices => SL::DB::Manager::PurchaseInvoice->get_all(where => [ and => \@f_date ]),
+ periodic_invoices_cfg => SL::DB::Manager::PeriodicInvoicesConfig->get_all(where => [ active => 1, $self->salesman_id ? ('order.salesman_id' => $self->salesman_id) : () ], with_objects => [ qw(order) ]),
});
+
+ $self->objects->{sales_orders} = [ grep { !$_->periodic_invoices_config || !$_->periodic_invoices_config->active } @{ $self->objects->{sales_orders} } ];
}
-sub calculate_data {
- my ($self) = @_;
+sub init_types { [ qw(sales_quotations sales_orders sales_orders_per_inv sales_invoices requests_for_quotation purchase_orders purchase_invoices) ] }
- $self->types([ qw(sales_quotations sales_orders sales_invoices requests_for_quotation purchase_orders purchase_invoices) ]);
+sub init_data {
+ my ($self) = @_;
my %data = (
year => [ ($self->year) x 12 ],
} @{ $self->types },
);
- foreach my $type (keys %{ $self->objects }) {
- foreach my $object (@{ $self->objects->{ $type } }) {
+ return \%data;
+}
+
+sub calculate_one_time_data {
+ my ($self) = @_;
+
+ foreach my $type (@{ $self->types }) {
+ my $src_object_type = $type eq 'sales_orders_per_inv' ? 'sales_orders' : $type;
+ foreach my $object (@{ $self->objects->{ $src_object_type } }) {
my $month = $object->transdate->month - 1;
- my $tdata = $data{$type};
+ my $tdata = $self->data->{$type};
$tdata->{months}->[$month] += $object->netamount;
$tdata->{quarters}->[int($month / 3)] += $object->netamount;
$tdata->{year} += $object->netamount;
}
}
+}
+
+sub calculate_periodic_invoices {
+ my ($self) = @_;
+
+ my $start_date = DateTime->new(year => $self->year, month => 1, day => 1, time_zone => $::locale->get_local_time_zone);
+ my $end_date = DateTime->new(year => $self->year, month => 12, day => 31, time_zone => $::locale->get_local_time_zone);
+
+ $self->calculate_one_periodic_invoice(config => $_, start_date => $start_date, end_date => $end_date) for @{ $self->objects->{periodic_invoices_cfg} };
+}
+
+sub calculate_one_periodic_invoice {
+ my ($self, %params) = @_;
+
+ # Calculate sales order advance
+ my $net = $params{config}->order->netamount * $params{config}->get_billing_period_length / $params{config}->get_order_value_period_length;
+ my $sord = $self->data->{sales_orders};
+
+ foreach my $date ($params{config}->calculate_invoice_dates(start_date => $params{start_date}, end_date => $params{end_date}, past_dates => 1)) {
+ $sord->{months }->[ $date->month - 1 ] += $net;
+ $sord->{quarters}->[ $date->quarter - 1 ] += $net;
+ $sord->{year} += $net;
+ }
+
+ # Calculate total sales order value
+ my $date = $params{config}->order->transdate;
+ return if $date->year != $params{start_date}->year;
- $self->data(\%data);
+ $net = $params{config}->order->netamount;
+ $sord = $self->data->{sales_orders_per_inv};
+ $sord->{months }->[ $date->month - 1 ] += $net;
+ $sord->{quarters}->[ $date->quarter - 1 ] += $net;
+ $sord->{year} += $net;
}
sub list_data {
projects / kivitendo-erp.git / blobdiff