use List::UtilsBy qw(sort_by);
use SL::AR;
+use SL::Controller::Base;
use SL::FU;
use SL::GL;
use SL::IS;
use SL::DB::Business;
+use SL::DB::Chart;
use SL::DB::Currency;
use SL::DB::Default;
use SL::DB::Employee;
use SL::DB::Invoice;
+use SL::DB::RecordTemplate;
+use SL::DB::Tax;
+use SL::Helper::Flash qw(flash);
+use SL::Locale::String qw(t8);
+use SL::Presenter::Tag;
+use SL::Presenter::Chart;
use SL::ReportGenerator;
-require "bin/mozilla/arap.pl";
require "bin/mozilla/common.pl";
require "bin/mozilla/reportgenerator.pl";
# $locale->text('Nov')
# $locale->text('Dec')
+sub load_record_template {
+ $::auth->assert('ar_transactions');
+
+ # Load existing template and verify that its one for this module.
+ my $template = SL::DB::RecordTemplate
+ ->new(id => $::form->{id})
+ ->load(
+ with_object => [ qw(customer payment currency record_items record_items.chart) ],
+ );
+
+ die "invalid template type" unless $template->template_type eq 'ar_transaction';
+
+ $template->substitute_variables;
+
+ # Clean the current $::form before rebuilding it from the template.
+ my $form_defaults = delete $::form->{form_defaults};
+ delete @{ $::form }{ grep { !m{^(?:script|login)$}i } keys %{ $::form } };
+
+ # Fill $::form from the template.
+ my $today = DateTime->today_local;
+ $::form->{title} = "Add";
+ $::form->{currency} = $template->currency->name;
+ $::form->{direct_debit} = $template->direct_debit;
+ $::form->{globalproject_id} = $template->project_id;
+ $::form->{AR_chart_id} = $template->ar_ap_chart_id;
+ $::form->{transdate} = $today->to_kivitendo;
+ $::form->{duedate} = $today->to_kivitendo;
+ $::form->{rowcount} = @{ $template->items };
+ $::form->{paidaccounts} = 1;
+ $::form->{$_} = $template->$_ for qw(department_id ordnumber taxincluded employee_id notes);
+
+ if ($template->customer) {
+ $::form->{customer_id} = $template->customer_id;
+ $::form->{customer} = $template->customer->name;
+ $::form->{duedate} = $template->customer->payment->calc_date(reference_date => $today)->to_kivitendo if $template->customer->payment;
+ }
+
+ my $row = 0;
+ foreach my $item (@{ $template->items }) {
+ $row++;
+
+ my $active_taxkey = $item->chart->get_active_taxkey;
+ my $taxes = SL::DB::Manager::Tax->get_all(
+ where => [ chart_categories => { like => '%' . $item->chart->category . '%' }],
+ sort_by => 'taxkey, rate',
+ );
+
+ my $tax = first { $item->tax_id == $_->id } @{ $taxes };
+ $tax //= first { $active_taxkey->tax_id == $_->id } @{ $taxes };
+ $tax //= $taxes->[0];
+
+ if (!$tax) {
+ $row--;
+ next;
+ }
+
+ $::form->{"AR_amount_chart_id_${row}"} = $item->chart_id;
+ $::form->{"previous_AR_amount_chart_id_${row}"} = $item->chart_id;
+ $::form->{"amount_${row}"} = $::form->format_amount(\%::myconfig, $item->amount1, 2);
+ $::form->{"taxchart_${row}"} = $item->tax_id . '--' . $tax->rate;
+ $::form->{"project_id_${row}"} = $item->project_id;
+ }
+
+ $::form->{$_} = $form_defaults->{$_} for keys %{ $form_defaults // {} };
+
+ flash('info', $::locale->text("The record template '#1' has been loaded.", $template->template_name));
+
+ update(
+ keep_rows_without_amount => 1,
+ dont_add_new_row => 1,
+ );
+}
+
+sub save_record_template {
+ $::auth->assert('ar_transactions');
+
+ my $template = $::form->{record_template_id} ? SL::DB::RecordTemplate->new(id => $::form->{record_template_id})->load : SL::DB::RecordTemplate->new;
+ my $js = SL::ClientJS->new(controller => SL::Controller::Base->new);
+ my $new_name = $template->template_name_to_use($::form->{record_template_new_template_name});
+
+ $js->dialog->close('#record_template_dialog');
+
+ my @items = grep {
+ $_->{chart_id} && (($_->{tax_id} // '') ne '')
+ } map {
+ +{ chart_id => $::form->{"AR_amount_chart_id_${_}"},
+ amount1 => $::form->parse_amount(\%::myconfig, $::form->{"amount_${_}"}),
+ tax_id => (split m{--}, $::form->{"taxchart_${_}"})[0],
+ project_id => $::form->{"project_id_${_}"} || undef,
+ }
+ } (1..($::form->{rowcount} || 1));
+
+ $template->assign_attributes(
+ template_type => 'ar_transaction',
+ template_name => $new_name,
+
+ currency_id => SL::DB::Manager::Currency->find_by(name => $::form->{currency})->id,
+ ar_ap_chart_id => $::form->{AR_chart_id} || undef,
+ customer_id => $::form->{customer_id} || undef,
+ department_id => $::form->{department_id} || undef,
+ project_id => $::form->{globalproject_id} || undef,
+ employee_id => $::form->{employee_id} || undef,
+ taxincluded => $::form->{taxincluded} ? 1 : 0,
+ direct_debit => $::form->{direct_debit} ? 1 : 0,
+ ordnumber => $::form->{ordnumber},
+ notes => $::form->{notes},
+
+ items => \@items,
+ );
+
+ eval {
+ $template->save;
+ 1;
+ } or do {
+ return $js
+ ->flash('error', $::locale->text("Saving the record template '#1' failed.", $new_name))
+ ->render;
+ };
+
+ return $js
+ ->flash('info', $::locale->text("The record template '#1' has been saved.", $new_name))
+ ->render;
+}
+
sub add {
$main::lxdebug->enter_sub();
# currencies
$form->{defaultcurrency} = $form->get_default_currency(\%myconfig);
- $form->{ALL_DEPARTMENTS} = SL::DB::Manager::Department->get_all;
+ $form->{ALL_DEPARTMENTS} = SL::DB::Manager::Department->get_all_sorted;
# build the popup menus
$form->{taxincluded} = ($form->{id}) ? $form->{taxincluded} : "checked";
"taxcharts" => { "key" => "ALL_TAXCHARTS",
"module" => "AR" },);
- $form->{ALL_DEPARTMENTS} = SL::DB::Manager::Department->get_all;
+ $form->{ALL_DEPARTMENTS} = SL::DB::Manager::Department->get_all_sorted;
$_->{link_split} = { map { $_ => 1 } split/:/, $_->{link} } for @{ $form->{ALL_CHARTS} };
my $follow_up_vc = $form->{customer_id} ? SL::DB::Customer->load_cached($form->{customer_id})->name : '';
my $follow_up_trans_info = "$form->{invnumber} ($follow_up_vc)";
- $::request->layout->add_javascripts("autocomplete_chart.js", "autocomplete_customer.js", "show_vc_details.js", "show_history.js", "follow_up.js", "kivi.Draft.js", "kivi.GL.js");
+ $::request->layout->add_javascripts("autocomplete_chart.js", "show_vc_details.js", "show_history.js", "follow_up.js", "kivi.Draft.js", "kivi.GL.js", "kivi.File.js", "kivi.RecordTemplate.js", "kivi.AR.js", "kivi.CustomerVendor.js", "kivi.Validator.js");
my $transdate = $::form->{transdate} ? DateTime->from_kivitendo($::form->{transdate}) : DateTime->today_local;
my $first_taxchart;
};
my (%taxchart_labels, @taxchart_values, $default_taxchart, $taxchart_to_use);
- my $amount_chart_id = $form->{"AR_amount_chart_id_$i"} // $default_ar_amount_chart_id;
- my $chart_has_changed = $::form->{"previous_AR_amount_chart_id_$i"} && ($amount_chart_id != $::form->{"previous_AR_amount_chart_id_$i"});
+ my $amount_chart_id = $form->{"AR_amount_chart_id_$i"} // $default_ar_amount_chart_id;
foreach my $item ( GL->get_active_taxes_for_chart($amount_chart_id, $transdate) ) {
my $key = $item->id . "--" . $item->rate;
$taxchart_labels{$key} = $item->taxdescription . " " . $item->rate * 100 . ' %';
}
- $taxchart_to_use = $default_taxchart // $first_taxchart if $chart_has_changed || !$taxchart_to_use;
+ $taxchart_to_use //= $default_taxchart // $first_taxchart;
my $selected_taxchart = $taxchart_to_use->id . '--' . $taxchart_to_use->rate;
$transaction->{selectAR_amount} =
- $::request->presenter->chart_picker("AR_amount_chart_id_$i", $amount_chart_id, style => "width: 400px", type => "AR_amount", class => ($form->{initial_focus} eq "row_$i" ? "initial_focus" : ""))
- . $::request->presenter->hidden_tag("previous_AR_amount_chart_id_$i", $amount_chart_id);
+ SL::Presenter::Chart::picker("AR_amount_chart_id_$i", $amount_chart_id, style => "width: 400px", type => "AR_amount", class => ($form->{initial_focus} eq "row_$i" ? "initial_focus" : ""))
+ . SL::Presenter::Tag::hidden_tag("previous_AR_amount_chart_id_$i", $amount_chart_id);
$transaction->{taxchart} =
NTI($cgi->popup_menu('-name' => "taxchart_$i",
],
);
+ setup_ar_form_header_action_bar();
+
$form->header;
print $::form->parse_html_template('ar/form_header', {
paid_missing => $::form->{invtotal} - $::form->{totalpaid},
}
}
- my $transdate = $form->datetonum($form->{transdate}, \%myconfig);
- my $closedto = $form->datetonum($form->{closedto}, \%myconfig);
-
- $form->{is_closed} = $transdate <= $closedto;
-
- # ToDO: - insert a global check for stornos, so that a storno is only possible a limited time after saving it
- $form->{show_storno_button} =
- $form->{id} &&
- !IS->has_storno(\%myconfig, $form, 'ar') &&
- !IS->is_storno(\%myconfig, $form, 'ar') &&
- ($form->{totalpaid} == 0 || $form->{totalpaid} eq "");
-
- $form->{show_mark_as_paid_button} = $form->{id} && $::instance_conf->get_ar_show_mark_as_paid();
-
print $::form->parse_html_template('ar/form_footer');
$main::lxdebug->leave_sub();
$::auth->assert('ar_transactions');
SL::DB::Invoice->new(id => $::form->{id})->load->mark_as_paid;
-
$::form->redirect($::locale->text("Marked as paid"));
}
}
sub update {
+ my %params = @_;
$main::lxdebug->enter_sub();
$main::auth->assert('ar_transactions');
for my $i (1 .. $form->{rowcount}) {
$form->{"amount_$i"} = $form->parse_amount(\%myconfig, $form->{"amount_$i"});
- if ($form->{"amount_$i"}) {
+ if ($form->{"amount_$i"} || $params{keep_rows_without_amount}) {
push @a, {};
my $j = $#a;
my ($taxkey, $rate) = split(/--/, $form->{"taxchart_$i"});
}
$form->redo_rows(\@flds, \@a, $count, $form->{rowcount});
- $form->{rowcount} = $count + 1;
+ $form->{rowcount} = $count + ($params{dont_add_new_row} ? 0 : 1);
map { $form->{invtotal} += $form->{"amount_$_"} } (1 .. $form->{rowcount});
$form->{forex} = $form->check_exchangerate( \%myconfig, $form->{currency}, $form->{transdate}, 'buy');
if (($form->{previous_customer_id} || $form->{customer_id}) != $form->{customer_id}) {
IS->get_customer(\%myconfig, $form);
+ if (($form->{rowcount} == 1) && ($form->{amount_1} == 0)) {
+ my $last_used_ar_chart = SL::DB::Customer->load_cached($form->{customer_id})->last_used_ar_chart;
+ $form->{"AR_amount_chart_id_1"} = $last_used_ar_chart->id if $last_used_ar_chart;
+ }
}
$form->{invtotal} =
$form->{oldinvtotal} = $form->{invtotal};
$form->{oldtotalpaid} = $form->{totalpaid};
- &display_form;
+ display_form();
$main::lxdebug->leave_sub();
}
}
# /saving the history
- $form->redirect($locale->text('Transaction posted!')) unless $inline;
+ $form->redirect($locale->text('AR transaction posted.') . ' ' . $locale->text('ID') . ': ' . $form->{id}) unless $inline;
$main::lxdebug->leave_sub();
}
my $form = $main::form;
my %myconfig = %main::myconfig;
- map { delete $form->{$_} } qw(printed emailed queued invnumber invdate deliverydate id datepaid_1 gldate_1 acc_trans_id_1 source_1 memo_1 paid_1 exchangerate_1 AP_paid_1 storno);
+ map { delete $form->{$_} } qw(printed emailed queued invnumber deliverydate id datepaid_1 gldate_1 acc_trans_id_1 source_1 memo_1 paid_1 exchangerate_1 AP_paid_1 storno);
$form->{paidaccounts} = 1;
$form->{rowcount}--;
- $form->{invdate} = $form->current_date(\%myconfig);
- &update;
- $main::lxdebug->leave_sub();
-}
+ my $today = DateTime->today_local;
+ $form->{transdate} = $today->to_kivitendo;
+ $form->{duedate} = $form->{transdate};
-sub delete {
- $main::lxdebug->enter_sub();
-
- $main::auth->assert('ar_transactions');
-
- my $form = $main::form;
- my $locale = $main::locale;
-
- $form->{title} = $locale->text('Confirm!');
-
- $form->header;
-
- delete $form->{header};
-
- print qq|
-<form method=post action=$form->{script}>
-|;
-
- foreach my $key (keys %$form) {
- next if (($key eq 'login') || ($key eq 'password') || ('' ne ref $form->{$key}));
- $form->{$key} =~ s/\"/"/g;
- print qq|<input type=hidden name=$key value="$form->{$key}">\n|;
+ if ($form->{customer_id}) {
+ my $payment_terms = SL::DB::Customer->load_cached($form->{customer_id})->payment;
+ $form->{duedate} = $payment_terms->calc_date(reference_date => $today)->to_kivitendo if $payment_terms;
}
- print qq|
-<h2 class=confirm>$form->{title}</h2>
-
-<h4>|
- . $locale->text('Are you sure you want to delete Transaction')
- . qq| $form->{invnumber}</h4>
-
-<input name=action class=submit type=submit value="|
- . $locale->text('Yes') . qq|">
-</form>
-|;
+ &update;
$main::lxdebug->leave_sub();
}
-sub yes {
- $main::lxdebug->enter_sub();
-
- $main::auth->assert('ar_transactions');
+sub delete {
+ $::auth->assert('ar_transactions');
my $form = $main::form;
my %myconfig = %main::myconfig;
$form->redirect($locale->text('Transaction deleted!'));
}
$form->error($locale->text('Cannot delete transaction!'));
+}
- $main::lxdebug->leave_sub();
+sub setup_ar_search_action_bar {
+ my %params = @_;
+
+ for my $bar ($::request->layout->get('actionbar')) {
+ $bar->add(
+ action => [
+ $::locale->text('Search'),
+ submit => [ '#form' ],
+ checks => [ 'kivi.validate_form' ],
+ accesskey => 'enter',
+ ],
+ );
+ }
+ $::request->layout->add_javascripts('kivi.Validator.js');
+}
+
+sub setup_ar_transactions_action_bar {
+ my %params = @_;
+
+ for my $bar ($::request->layout->get('actionbar')) {
+ $bar->add(
+ action => [
+ $::locale->text('Print'),
+ call => [ 'kivi.MassInvoiceCreatePrint.showMassPrintOptionsOrDownloadDirectly' ],
+ disabled => !$params{num_rows} ? $::locale->text('The report doesn\'t contain entries.') : undef,
+ ],
+
+ combobox => [
+ action => [ $::locale->text('Create new') ],
+ action => [
+ $::locale->text('AR Transaction'),
+ submit => [ '#create_new_form', { action => 'ar_transaction' } ],
+ ],
+ action => [
+ $::locale->text('Sales Invoice'),
+ submit => [ '#create_new_form', { action => 'sales_invoice' } ],
+ ],
+ ], # end of combobox "Create new"
+ );
+ }
}
sub search {
my $locale = $main::locale;
my $cgi = $::request->{cgi};
- $form->{title} = $locale->text('AR Transactions');
+ $form->{title} = $locale->text('Invoices, Credit Notes & AR Transactions');
$form->{ALL_EMPLOYEES} = SL::DB::Manager::Employee->get_all_sorted(query => [ deleted => 0 ]);
$form->{ALL_DEPARTMENTS} = SL::DB::Manager::Department->get_all_sorted;
$::request->layout->add_javascripts("autocomplete_project.js");
+ setup_ar_search_action_bar();
+
$form->header;
print $form->parse_html_template('ar/search', { %myconfig });
AR->ar_transactions(\%myconfig, \%$form);
- $form->{title} = $locale->text('AR Transactions');
+ $form->{title} = $locale->text('Invoices, Credit Notes & AR Transactions');
my $report = SL::ReportGenerator->new(\%myconfig, $form);
my @hidden_variables = map { "l_${_}" } @columns;
push @hidden_variables, "l_subtotal", qw(open closed customer invnumber ordnumber cusordnumber transaction_description notes project_id transdatefrom transdateto duedatefrom duedateto
- employee_id salesman_id business_id parts_partnumber parts_description department_id);
+ employee_id salesman_id business_id parts_partnumber parts_description department_id show_marked_as_closed);
push @hidden_variables, map { "cvar_$_->{name}" } @ct_searchable_custom_variables;
$href = build_std_url('action=ar_transactions', grep { $form->{$_} } @hidden_variables);
my %column_defs = (
- 'ids' => { raw_header_data => $::request->presenter->checkbox_tag("", id => "check_all", checkall => "[data-checkall=1]"), align => 'center' },
+ 'ids' => { raw_header_data => SL::Presenter::Tag::checkbox_tag("", id => "check_all", checkall => "[data-checkall=1]"), align => 'center' },
'transdate' => { 'text' => $locale->text('Date'), },
'id' => { 'text' => $locale->text('ID'), },
'type' => { 'text' => $locale->text('Type'), },
'ustid' => { 'text' => $locale->text('USt-IdNr.'), },
'taxzone' => { 'text' => $locale->text('Steuersatz'), },
'payment_terms' => { 'text' => $locale->text('Payment Terms'), },
- 'charts' => { 'text' => $locale->text('Buchungskonto'), },
+ 'charts' => { 'text' => $locale->text('Chart'), },
'customertype' => { 'text' => $locale->text('Customer type'), },
'direct_debit' => { 'text' => $locale->text('direct debit'), },
'department' => { 'text' => $locale->text('Department'), },
. "&id=" . E($ar->{id}) . "&callback=${callback}";
$row->{ids} = {
- raw_data => $::request->presenter->checkbox_tag("id[]", value => $ar->{id}, "data-checkall" => 1),
+ raw_data => SL::Presenter::Tag::checkbox_tag("id[]", value => $ar->{id}, "data-checkall" => 1),
valign => 'center',
align => 'center',
};
$report->add_separator();
$report->add_data(create_subtotal_row(\%totals, \@columns, \%column_alignment, \@subtotal_columns, 'listtotal'));
+ $::request->layout->add_javascripts('kivi.MassInvoiceCreatePrint.js');
+ setup_ar_transactions_action_bar(num_rows => scalar(@{ $form->{AR} }));
+
$report->generate_with_headers();
$main::lxdebug->leave_sub();
$main::lxdebug->leave_sub();
}
+sub setup_ar_form_header_action_bar {
+ my $transdate = $::form->datetonum($::form->{transdate}, \%::myconfig);
+ my $closedto = $::form->datetonum($::form->{closedto}, \%::myconfig);
+ my $is_closed = $transdate <= $closedto;
+
+ my $change_never = $::instance_conf->get_ar_changeable == 0;
+ my $change_on_same_day_only = $::instance_conf->get_ar_changeable == 2 && ($::form->current_date(\%::myconfig) ne $::form->{gldate});
+
+ my $is_storno = IS->is_storno(\%::myconfig, $::form, 'ar', $::form->{id});
+ my $has_storno = IS->has_storno(\%::myconfig, $::form, 'ar');
+
+ for my $bar ($::request->layout->get('actionbar')) {
+ $bar->add(
+ action => [
+ t8('Update'),
+ submit => [ '#form', { action => "update" } ],
+ id => 'update_button',
+ checks => [ 'kivi.validate_form' ],
+ accesskey => 'enter',
+ ],
+
+ combobox => [
+ action => [
+ t8('Post'),
+ submit => [ '#form', { action => "post" } ],
+ checks => [ 'kivi.validate_form', 'kivi.AR.check_fields_before_posting' ],
+ disabled => $is_closed ? t8('The billing period has already been locked.')
+ : $is_storno ? t8('A canceled invoice cannot be posted.')
+ : ($::form->{id} && $change_never) ? t8('Changing invoices has been disabled in the configuration.')
+ : ($::form->{id} && $change_on_same_day_only) ? t8('Invoices can only be changed on the day they are posted.')
+ : undef,
+ ],
+ action => [
+ t8('Post Payment'),
+ submit => [ '#form', { action => "post_payment" } ],
+ disabled => !$::form->{id} ? t8('This invoice has not been posted yet.') : undef,
+ ],
+ action => [ t8('Mark as paid'),
+ submit => [ '#form', { action => "mark_as_paid" } ],
+ confirm => t8('This will remove the invoice from showing as unpaid even if the unpaid amount does not match the amount. Proceed?'),
+ disabled => !$::form->{id} ? t8('This invoice has not been posted yet.') : undef,
+ only_if => $::instance_conf->get_is_show_mark_as_paid,
+ ],
+ ], # end of combobox "Post"
+
+ combobox => [
+ action => [ t8('Storno'),
+ submit => [ '#form', { action => "storno" } ],
+ checks => [ 'kivi.validate_form', 'kivi.AR.check_fields_before_posting' ],
+ confirm => t8('Do you really want to cancel this invoice?'),
+ disabled => !$::form->{id} ? t8('This invoice has not been posted yet.')
+ : $has_storno ? t8('This invoice has been canceled already.')
+ : $is_storno ? t8('Reversal invoices cannot be canceled.')
+ : $::form->{totalpaid} ? t8('Invoices with payments cannot be canceled.')
+ : undef,
+ ],
+ action => [ t8('Delete'),
+ submit => [ '#form', { action => "delete" } ],
+ confirm => t8('Do you really want to delete this object?'),
+ disabled => !$::form->{id} ? t8('This invoice has not been posted yet.')
+ : $change_never ? t8('Changing invoices has been disabled in the configuration.')
+ : $change_on_same_day_only ? t8('Invoices can only be changed on the day they are posted.')
+ : $is_closed ? t8('The billing period has already been locked.')
+ : undef,
+ ],
+ ], # end of combobox "Storno"
+
+ 'separator',
+
+ combobox => [
+ action => [ t8('Workflow') ],
+ action => [
+ t8('Use As New'),
+ submit => [ '#form', { action => "use_as_new" } ],
+ checks => [ 'kivi.validate_form' ],
+ disabled => !$::form->{id} ? t8('This invoice has not been posted yet.') : undef,
+ ],
+ ], # end of combobox "Workflow"
+
+ combobox => [
+ action => [ t8('more') ],
+ action => [
+ t8('History'),
+ call => [ 'set_history_window', $::form->{id} * 1, 'glid' ],
+ disabled => !$::form->{id} ? t8('This invoice has not been posted yet.') : undef,
+ ],
+ action => [
+ t8('Follow-Up'),
+ call => [ 'follow_up_window' ],
+ disabled => !$::form->{id} ? t8('This invoice has not been posted yet.') : undef,
+ ],
+ action => [
+ t8('Record templates'),
+ call => [ 'kivi.RecordTemplate.popup', 'ar_transaction' ],
+ ],
+ action => [
+ t8('Drafts'),
+ call => [ 'kivi.Draft.popup', 'ar', 'invoice', $::form->{draft_id}, $::form->{draft_description} ],
+ disabled => $::form->{id} ? t8('This invoice has already been posted.')
+ : $is_closed ? t8('The billing period has already been locked.')
+ : undef,
+ ],
+ ], # end of combobox "more"
+ );
+ }
+ $::request->layout->add_javascripts('kivi.Validator.js');
+}
+
1;
projects / kivitendo-erp.git / blobdiff