X-Git-Url: http://wagnertech.de/git?a=blobdiff_plain;ds=sidebyside;f=SL%2FController%2FCustomerVendorTurnover.pm;fp=SL%2FController%2FCustomerVendorTurnover.pm;h=5a59f1fbdb6bb63e3859fdd7eee636acb130df87;hb=53593baa211863fbf66540cf1bcc36c8fb37257f;hp=0000000000000000000000000000000000000000;hpb=deb4d2dbb676d7d6f69dfe7815d6e0cb09bd4a44;p=kivitendo-erp.git

diff --git a/SL/Controller/CustomerVendorTurnover.pm b/SL/Controller/CustomerVendorTurnover.pm
new file mode 100644
index 000000000..5a59f1fbd
--- /dev/null
+++ b/SL/Controller/CustomerVendorTurnover.pm
@@ -0,0 +1,528 @@
+package SL::Controller::CustomerVendorTurnover;
+use strict;
+use parent qw(SL::Controller::Base);
+use SL::DBUtils;
+use SL::DB::AccTransaction;
+use SL::DB::Invoice;
+use SL::DB::Order;
+use SL::DB::EmailJournal;
+use SL::DB::Letter;
+use SL::DB;
+
+__PACKAGE__->run_before('check_auth');
+
+sub action_list_turnover {
+  my ($self) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+  my $cv = $::form->{id};
+  my $open_invoices;
+  if ( $::form->{db} eq 'customer' ) {
+    $open_invoices = SL::DB::Manager::Invoice->get_all(
+      query        => [
+                        customer_id => $cv,
+                        or          => [
+                                         amount => { gt => \'paid'},
+                                         amount => { lt => \'paid'},
+                                       ],
+                      ],
+      sort_by      => 'transdate DESC',
+      with_objects => [ 'dunnings' ],
+    );
+  } else {
+    $open_invoices = SL::DB::Manager::PurchaseInvoice->get_all(
+      query   => [
+                   vendor_id => $cv,
+                   or        => [
+                                  amount => { gt => \'paid'},
+                                  amount => { lt => \'paid'},
+                                ],
+                 ],
+      sort_by => 'transdate DESC',
+    );
+  }
+  my $open_items;
+  if (@{$open_invoices}) {
+    $open_items = $self->_list_open_items($open_invoices);
+  }
+  my $open_orders = $self->_get_open_orders;
+  return $self->render('customer_vendor_turnover/turnover', { header => 0 },
+                       open_orders => $open_orders,
+                       open_items  => $open_items,
+                       id          => $cv,
+                      );
+}
+
+sub _list_open_items {
+  my ($self, $open_items) = @_;
+
+  return $self->render('customer_vendor_turnover/_list_open_items', { output => 0 },
+                        OPEN_ITEMS => $open_items,
+                        title      => $::locale->text('Open Items'),
+                      );
+}
+
+sub action_count_open_items_by_year {
+  my ($self) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+  my $dbh = SL::DB->client->dbh;
+
+  my $cv = $::form->{id};
+
+  my $query = <<SQL;
+   SELECT EXTRACT (YEAR FROM d.transdate),
+          count(d.id),
+          max(d.dunning_level)
+     FROM dunning d
+LEFT JOIN ar a ON a.id = d.trans_id
+LEFT JOIN customer c ON a.customer_id = c.id
+    WHERE c.id = ?
+ GROUP BY EXTRACT (YEAR FROM d.transdate), c.id
+ ORDER BY date_part DESC
+SQL
+
+  $self->{dun_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
+  $self->render('customer_vendor_turnover/count_open_items_by_year', { layout => 0 });
+}
+
+sub action_count_open_items_by_month {
+
+  my ($self) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+  my $dbh = SL::DB->client->dbh;
+
+  my $cv = $::form->{id};
+
+  my $query = <<SQL;
+   SELECT CONCAT(EXTRACT (MONTH FROM d.transdate),'/',EXTRACT (YEAR FROM d.transdate)) AS date_part,
+          count(d.id),
+          max(d.dunning_level)
+     FROM dunning d
+LEFT JOIN ar a ON a.id = d.trans_id
+LEFT JOIN customer c ON a.customer_id = c.id
+    WHERE c.id = ?
+ GROUP BY EXTRACT (YEAR FROM d.transdate), EXTRACT (MONTH FROM d.transdate), c.id
+ ORDER BY EXTRACT (YEAR FROM d.transdate) DESC
+SQL
+
+   $self->{dun_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
+   $self->render('customer_vendor_turnover/count_open_items_by_year', { layout => 0 });
+}
+
+sub action_turnover_by_month {
+
+  my ($self) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+  my $dbh = SL::DB->client->dbh;
+  my $cv = $::form->{id};
+  my ($db, $cv_type);
+  if ($::form->{db} eq 'customer') {
+    $db      = "ar";
+    $cv_type = "customer_id";
+  } else {
+    $db      = "ap";
+    $cv_type = "vendor_id";
+  }
+  my $query = <<SQL;
+  SELECT CONCAT(EXTRACT (MONTH FROM transdate),'/',EXTRACT (YEAR FROM transdate)) as date_part,
+         count(id)                                                                as count,
+         sum(amount)                                                              as amount,
+         sum(netamount)                                                           as netamount,
+         sum(paid)                                                                as paid
+    FROM $db WHERE $cv_type = ?
+GROUP BY EXTRACT (YEAR FROM transdate), EXTRACT (MONTH FROM transdate)
+ORDER BY EXTRACT (YEAR FROM transdate) DESC, EXTRACT (MONTH FROM transdate) DESC
+SQL
+   $self->{turnover_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
+   $self->render('customer_vendor_turnover/count_turnover', { layout => 0 });
+}
+
+sub action_turnover_by_year {
+  my ($self) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+  my $dbh = SL::DB->client->dbh;
+  my $cv = $::form->{id};
+  my ($db, $cv_type);
+  if ($::form->{db} eq 'customer') {
+    $db      = "ar";
+    $cv_type = "customer_id";
+  } else {
+    $db      = "ap";
+    $cv_type = "vendor_id";
+  }
+  my $query = <<SQL;
+  SELECT EXTRACT (YEAR FROM transdate) as date_part,
+         count(id)                     as count,
+         sum(amount)                   as amount,
+         sum(netamount)                as netamount,
+         sum(paid)                     as paid
+    FROM $db WHERE $cv_type = ?
+GROUP BY date_part
+ORDER BY date_part DESC
+SQL
+   $self->{turnover_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
+   $self->render('customer_vendor_turnover/count_turnover', { layout => 0 });
+}
+
+sub action_get_invoices {
+  my ($self) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+  my $cv = $::form->{id};
+  my $invoices;
+  if ( $::form->{db} eq 'customer' ) {
+    $invoices = SL::DB::Manager::Invoice->get_all(
+      query   => [ customer_id => $cv, ],
+      sort_by => 'transdate DESC',
+    );
+  } else {
+    $invoices = SL::DB::Manager::PurchaseInvoice->get_all(
+      query   => [ vendor_id => $cv, ],
+      sort_by => 'transdate DESC',
+    );
+  }
+  $self->render('customer_vendor_turnover/invoices_statistic', { layout => 0 }, invoices => $invoices);
+}
+
+sub action_get_orders {
+  my ($self) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+  my $cv = $::form->{id};
+  my $orders;
+  my $type = $::form->{type};
+  if ( $::form->{db} eq 'customer' ) {
+    $orders = SL::DB::Manager::Order->get_all(
+      query   => [
+                   customer_id => $cv,
+                   quotation   => ($type eq 'quotation' ? 'T' : 'F')
+                 ],
+      sort_by => 'transdate DESC',
+    );
+  } else {
+    $orders = SL::DB::Manager::Order->get_all(
+      query   => [
+                   vendor_id => $cv,
+                   quotation => ($type eq 'quotation' ? 'T' : 'F')
+                 ],
+      sort_by => 'transdate DESC',
+    );
+  }
+  if ( $type eq 'order') {
+    $self->render('customer_vendor_turnover/order_statistic', { layout => 0 }, orders => $orders);
+  } else {
+    $self->render('customer_vendor_turnover/quotation_statistic', { layout => 0 }, orders => $orders);
+  }
+}
+
+sub _get_open_orders {
+  my ( $self ) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+  my $open_orders;
+  my $cv = $::form->{id};
+
+  if ( $::form->{db} eq 'customer' ) {
+    $open_orders = SL::DB::Manager::Order->get_all(
+      query   => [
+                   customer_id => $cv,
+                   closed      => 'F',
+                 ],
+      sort_by => 'transdate DESC',
+    );
+  } else {
+    $open_orders = SL::DB::Manager::Order->get_all(
+      query   => [
+                   vendor_id => $cv,
+                   closed    => 'F',
+                 ],
+      sort_by => 'transdate DESC',
+    );
+  }
+
+  return 0 unless scalar @{$open_orders};
+  return $self->render('customer_vendor_turnover/_list_open_orders', { output => 0 },
+                        orders => $open_orders,
+                        title  => $::locale->text('Open Orders'),
+                      );
+}
+
+sub action_get_mails {
+  my ( $self ) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+  my $dbh = SL::DB->client->dbh;
+  my $query;
+  my $cv = $::form->{id};
+
+  if ( $::form->{db} eq 'customer') {
+    $query = <<SQL;
+WITH
+oe_emails_customer
+       AS (SELECT rc.to_id, rc.from_id, oe.quotation, oe.quonumber, oe.ordnumber, c.id
+     FROM record_links rc
+LEFT JOIN oe oe      ON rc.from_id = oe.id
+LEFT JOIN customer c ON oe.customer_id = c.id
+    WHERE rc.to_table = 'email_journal'
+      AND rc.from_table ='oe'),
+
+do_emails_customer
+       AS (SELECT rc.to_id, rc.from_id, o.donumber, c.id
+     FROM record_links rc
+LEFT JOIN delivery_orders o ON rc.from_id = o.id
+LEFT JOIN customer c ON o.customer_id = c.id
+    WHERE rc.to_table = 'email_journal'
+      AND rc.from_table = 'delivery_orders'),
+
+inv_emails_customer
+       AS (SELECT rc.to_id, rc.from_id, inv.type, inv.invnumber, c.id
+     FROM record_links rc
+LEFT JOIN ar inv ON rc.from_id = inv.id
+LEFT JOIN customer c ON inv.customer_id = c.id
+    WHERE rc.to_table = 'email_journal'
+      AND rc.from_table = 'ar'),
+
+letter_emails_customer
+       AS (SELECT rc.to_id, rc.from_id, l.letternumber, c.id
+     FROM record_links rc
+LEFT JOIN letter l ON rc.from_id = l.id
+LEFT JOIN customer c ON l.customer_id = c.id
+    WHERE rc.to_table = 'email_journal'
+      AND rc.from_table = 'letter')
+
+SELECT ej.*,
+ CASE
+  oec.quotation WHEN 'F' THEN 'Sales Order'
+                ELSE 'Quotation'
+ END AS type,
+ CASE
+  oec.quotation WHEN 'F' THEN oec.ordnumber
+                ELSE oec.quonumber
+ END    AS recordnumber,
+ oec.id AS record_id
+     FROM email_journal ej
+LEFT JOIN oe_emails_customer oec ON ej.id = oec.to_id
+    WHERE oec.id = ?
+
+UNION
+
+SELECT ej.*, 'Delivery Order' AS type, dec.donumber AS recordnumber,dec.id AS record_id
+     FROM email_journal ej
+LEFT JOIN do_emails_customer dec ON ej.id = dec.to_id
+    WHERE dec.id = ?
+
+UNION
+
+SELECT ej.*,
+ CASE
+  iec.type WHEN 'credit_note' THEN 'Credit Note'
+           WHEN 'invoice' THEN 'Invoice'
+           ELSE 'N/A'
+ END           AS type,
+ iec.invnumber AS recordnumber,
+        iec.id AS record_id
+     FROM email_journal ej
+LEFT JOIN inv_emails_customer iec ON ej.id = iec.to_id
+    WHERE iec.id = ?
+
+UNION
+
+SELECT ej.*, 'Letter' AS type, lec.letternumber AS recordnumber,lec.id AS record_id
+     FROM email_journal ej
+LEFT JOIN letter_emails_customer lec ON ej.id = lec.to_id
+    WHERE lec.id = ?
+ ORDER BY sent_on DESC
+SQL
+  }
+  else {
+    $query = <<SQL;
+WITH
+oe_emails_vendor
+       AS (SELECT rc.to_id, rc.from_id, oe.quotation, oe.quonumber, oe.ordnumber, c.id
+     FROM record_links rc
+LEFT JOIN oe oe ON rc.from_id = oe.id
+LEFT JOIN vendor c ON oe.vendor_id = c.id
+    WHERE rc.to_table = 'email_journal'
+      AND rc.from_table ='oe'),
+
+do_emails_vendor
+       AS (SELECT rc.to_id, rc.from_id, o.donumber, c.id
+     FROM record_links rc
+LEFT JOIN delivery_orders o ON rc.from_id = o.id
+LEFT JOIN vendor c ON o.vendor_id = c.id
+    WHERE rc.to_table = 'email_journal'
+      AND rc.from_table = 'delivery_orders'),
+
+inv_emails_vendor
+       AS (SELECT rc.to_id, rc.from_id, inv.type, inv.invnumber, c.id
+     FROM record_links rc
+LEFT JOIN ap inv ON rc.from_id = inv.id
+LEFT JOIN vendor c ON inv.vendor_id = c.id
+    WHERE rc.to_table = 'email_journal'
+      AND rc.from_table = 'ar'),
+
+letter_emails_vendor
+       AS (SELECT rc.to_id, rc.from_id, l.letternumber, c.id
+     FROM record_links rc
+LEFT JOIN letter l ON rc.from_id = l.id
+LEFT JOIN vendor c ON l.vendor_id = c.id
+    WHERE rc.to_table = 'email_journal'
+      AND rc.from_table = 'letter')
+
+SELECT ej.*,
+ CASE
+  oec.quotation WHEN 'F' THEN 'Purchase Order'
+                ELSE 'Request quotation'
+ END AS type,
+ CASE
+  oec.quotation WHEN 'F' THEN oec.ordnumber
+                ELSE oec.quonumber
+ END   AS recordnumber,
+oec.id AS record_id
+     FROM email_journal ej
+LEFT JOIN oe_emails_vendor oec ON ej.id = oec.to_id
+    WHERE oec.id = ?
+
+UNION
+
+SELECT ej.*, 'Purchase Delivery Order' AS type, dec.donumber AS recordnumber, dec.id AS record_id
+     FROM email_journal ej
+LEFT JOIN do_emails_vendor dec ON ej.id = dec.to_id
+    WHERE dec.id = ?
+
+UNION
+
+SELECT ej.*, iec.type AS type, iec.invnumber AS recordnumber, iec.id AS record_id
+     FROM email_journal ej
+LEFT JOIN inv_emails_vendor iec ON ej.id = iec.to_id
+    WHERE iec.id = ?
+
+UNION
+
+SELECT ej.*, 'Letter' AS type, lec.letternumber AS recordnumber, lec.id AS record_id
+     FROM email_journal ej
+LEFT JOIN letter_emails_vendor lec ON ej.id = lec.to_id
+    WHERE lec.id = ?
+ ORDER BY sent_on DESC
+SQL
+  }
+  my $emails = selectall_hashref_query($::form, $dbh, $query, $cv, $cv, $cv, $cv);
+  $self->render('customer_vendor_turnover/email_statistic', { layout => 0 }, emails => $emails);
+}
+
+sub action_get_letters {
+  my ($self) = @_;
+
+  return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+  my $cv = $::form->{id};
+  my $letters;
+  my $type = $::form->{type};
+  if ( $::form->{db} eq 'customer' ) {
+    $letters = SL::DB::Manager::Letter->get_all(
+      query   => [ customer_id => $cv, ],
+      sort_by => 'date DESC',
+    );
+  } else {
+    $letters = SL::DB::Manager::Letter->get_all(
+      query   => [ vendor_id => $cv, ],
+      sort_by => 'date DESC',
+    );
+  }
+    $self->render('customer_vendor_turnover/letter_statistic', { layout => 0 }, letters => $letters);
+}
+
+sub check_auth {
+  $::auth->assert('show_extra_record_tab_customer | show_extra_record_tab_vendor');
+}
+
+1;
+
+__END__
+
+=encoding utf-8
+
+=head1 NAME
+
+SL::Controller::CustomerVendorTurnover
+
+=head1 DESCRIPTION
+
+Gets all kinds of records like orders, request orders, quotations, invoices, emails, letters
+
+wich belong to customer/vendor and displays them in an extra tab "Records".
+
+=head1 URL ACTIONS
+
+=over 4
+
+=item C<action_list_turnover>
+
+Basic action wich displays open invoices and open orders if there are any and shows the tab menu for the other actions
+
+=item C<action_count_open_items_by_month>
+
+gets and shows a dunning statistic of the customer by month
+
+=item C<action_count_open_items_by_year>
+
+gets and shows a dunning statistic of the customer by year
+
+=item C<action_turnover_by_month>
+
+gets and shows an invoice statistic of customer/vendor by month
+
+=item C<action_turnover_by_year>
+
+gets and shows an invoice statistic of customer/vendor by year
+
+=item C<action_get_invoices>
+
+get and shows all invoices from the customer/vendor in an extra tab
+
+=item C<action_get_orders>
+
+get and shows all orders from the customer/vendor in an extra tab
+
+=item C<action_get_letters>
+
+get and shows all letters from the customer/vendor in an extra tab
+
+=item C<action_get_mails>
+
+get and shows all mails from the customer/vendor in an extra tab
+
+=back
+
+=head1 Functions
+
+=over 4
+
+=item C<_get_open_orders>
+
+retrieves the open orders for customer/vendor to display them
+
+=item C<_list_open_items>
+
+retrieves open invoices with their dunnings to display them
+
+=back
+
+=head1 BUGS
+
+None yet. :)
+
+=head1 AUTHOR
+
+W. Hahn E<lt>wh@futureworldsearch.netE<gt>
+
+=cut