use SL::DB::MetaSetup::Chart;
use SL::DB::Manager::Chart;
-use SL::DB::TaxKey;
+use SL::DBUtils;
+use Rose::DB::Object::Helpers qw(as_tree);
+use SL::DB::Helper::AccountingPeriod qw(get_balance_starting_date);
+use SL::Locale::String qw(t8);
__PACKAGE__->meta->add_relationships(taxkeys => { type => 'one to many',
class => 'SL::DB::TaxKey',
sub get_active_taxkey {
my ($self, $date) = @_;
$date ||= DateTime->today_local;
- return SL::DB::Manager::TaxKey->get_all(where => [ and => [ chart_id => $self->id,
- startdate => { le => $date } ] ],
- sort_by => "startdate DESC")->[0];
+
+ my $cache = $::request->cache("get_active_taxkey")->{$date} //= {};
+ return $cache->{$self->id} if $cache->{$self->id};
+
+ require SL::DB::TaxKey;
+ return $cache->{$self->id} = SL::DB::Manager::TaxKey->get_all(
+ query => [ and => [ chart_id => $self->id,
+ startdate => { le => $date } ] ],
+ sort_by => "startdate DESC")->[0];
+}
+
+sub get_active_taxrate {
+ my ($self, $date) = @_;
+ $date ||= DateTime->today_local;
+ require SL::DB::Tax;
+ my $tax = SL::DB::Manager::Tax->find_by( id => $self->get_active_taxkey->tax_id );
+ return $tax->rate;
+}
+
+
+sub get_balance {
+ my ($self, %params) = @_;
+
+ return undef unless $self->id;
+
+ # return empty string if user doesn't have rights
+ return "" unless ($main::auth->assert('general_ledger', 1));
+
+ my $query = qq|SELECT SUM(amount) AS sum FROM acc_trans WHERE chart_id = ? AND transdate >= ? and transdate <= ?|;
+
+ my $fromdate = $params{fromdate} || $::locale->parse_date_to_object($self->get_balance_starting_date);
+ my $todate = $params{todate} || DateTime->today_local;
+
+ die "get_balance: fromdate and todate arguments must be DateTime Objects" unless ref($fromdate) eq 'DateTime' and ref($todate) eq 'DateTime';
+
+ my ($balance) = selectfirst_array_query($::form, $self->db->dbh, $query, $self->id, $fromdate, $todate);
+
+ return $balance;
+};
+
+sub formatted_balance_dc {
+ my ($self, %params) = @_;
+
+ # return empty string if user doesn't have rights
+ return "" unless ($main::auth->assert('general_ledger', 1));
+
+ # return empty string if chart has never been booked
+ return "" unless $self->has_transaction;
+
+ # return abs of current balance with the abbreviation for debit or credit behind it
+ my $balance = $self->get_balance(%params) || 0;
+ my $dc_abbreviation = $balance > 0 ? t8("Credit (one letter abbreviation)") : t8("Debit (one letter abbreviation)");
+ my $amount = $::form->format_amount(\%::myconfig, abs($balance), 2);
+
+ return "$amount $dc_abbreviation";
+};
+
+sub number_of_transactions {
+ my ($self) = @_;
+ require SL::DB::AccTransaction;
+ return SL::DB::Manager::AccTransaction->get_all_count( where => [ chart_id => $self->id ] );
+};
+
+sub has_transaction {
+ my ($self) = @_;
+
+ $self->db->dbh->selectrow_array('select exists(select 1 from acc_trans where chart_id = ?)', {}, $self->id);
+}
+
+sub new_chart_valid {
+ my ($self) = @_;
+
+ if ( $self->valid_from && DateTime->today >= $self->valid_from ) {
+ return 1;
+ } else {
+ return 0;
+ };
+}
+
+sub displayable_name {
+ my ($self) = @_;
+
+ return join ' ', grep $_, $self->accno, $self->description;
+}
+
+sub displayable_category {
+ my ($self) = @_;
+
+ return t8("Account Category E") if $self->category eq "E";
+ return t8("Account Category I") if $self->category eq "I";
+ return t8("Account Category A") if $self->category eq "A";
+ return t8("Account Category L") if $self->category eq "L";
+ return t8("Account Category Q") if $self->category eq "Q";
+ return t8("Account Category C") if $self->category eq "C";
+ return '';
+}
+
+sub date_of_last_transaction {
+ my ($self) = @_;
+
+ die unless $self->id;
+
+ return '' unless $self->has_transaction;
+
+ my ($transdate) = $self->db->dbh->selectrow_array('select max(transdate) from acc_trans where chart_id = ?', {}, $self->id);
+ return DateTime->from_lxoffice($transdate);
}
1;
Returns the active tax key object for a given date. C<$date> defaults
to the current date if undefined.
+=item C<get_active_taxrate $date>
+
+Returns the tax rate of the active tax key as determined by
+C<get_active_taxkey>.
+
+=item C<get_balance %PARAMS>
+
+Returns the current balance of the chart (sum of amount in acc_trans, positive
+or negative). The transactions are filtered by transdate, the maximum date is
+the current day, the minimum date is determined by get_balance_starting_date.
+
+The balance should be same as that in the balance report for that chart, with
+the asofdate as the current day, and the accounting_method "accrual".
+
+If DateTime objects are passed via the params fromdate and todate, the balance
+is calculated only for that period.
+
+=item C<formatted_balance_dc %PARAMS>
+
+Returns a formatted version of C<get_balance>, taking the absolute value and
+adding the translated abbreviation for debit or credit after the number.
+
+Any params are passed on to C<get_balance>.
+
+=item C<number_of_transactions>
+
+Returns number of transactions that exist for this chart in acc_trans.
+
+=item C<has_transaction>
+
+Returns 1 or 0, depending whether the chart has a transaction in the database
+or not.
+
+=item C<date_of_last_transaction>
+
+Returns the date of the last transaction of the chart in the database, which
+may lie in the future.
+
+=item C<new_chart_valid>
+
+Checks whether a follow-up chart is configured, and returns 1 or 0 depending on
+whether the valid_from date is before or after the current date.
+Is this even used anywhere?
+
=back
=head1 BUGS
Moritz Bunkus E<lt>m.bunkus@linet-services.deE<gt>
+G. Richardson E<lt>information@kivitendo-premium.deE<gt>
+
=cut
projects / kivitendo-erp.git / blobdiff