X-Git-Url: http://wagnertech.de/git?a=blobdiff_plain;ds=sidebyside;f=bin%2Fmozilla%2Far.pl;h=51fbb1aa1cccb29cefd89b28947a102bf28d33c5;hb=155b8aa4f756d7cd34a2b26a65207cbacce40ec3;hp=1e6c6780f1895d550d062583504fd1a3208b5679;hpb=f7f03503cfc22a15f5497d09dd9215c10c1d39b1;p=kivitendo-erp.git diff --git a/bin/mozilla/ar.pl b/bin/mozilla/ar.pl index 1e6c6780f..51fbb1aa1 100644 --- a/bin/mozilla/ar.pl +++ b/bin/mozilla/ar.pl @@ -24,7 +24,8 @@ # GNU General Public License for more details. # You should have received a copy of the GNU General Public License # along with this program; if not, write to the Free Software -# Foundation, Inc., 675 Mass Ave, Cambridge, MA 02139, USA. +# Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, +# MA 02110-1335, USA. #====================================================================== # # Accounts Receivables @@ -33,16 +34,29 @@ use POSIX qw(strftime); use List::Util qw(sum first max); +use List::UtilsBy qw(sort_by); use SL::AR; +use SL::Controller::Base; use SL::FU; +use SL::GL; use SL::IS; -use SL::PE; +use SL::DB::BankTransactionAccTrans; +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/drafts.pl"; require "bin/mozilla/reportgenerator.pl"; use strict; @@ -76,16 +90,152 @@ use strict; # $locale->text('Nov') # $locale->text('Dec') +sub _may_view_or_edit_this_invoice { + return 1 if $::auth->assert('ar_transactions', 1); # may edit all invoices + return 0 if !$::form->{id}; # creating new invoices isn't allowed without invoice_edit + return 0 if !$::form->{globalproject_id}; # existing records without a project ID are not allowed + return SL::DB::Project->new(id => $::form->{globalproject_id})->load->may_employee_view_project_invoices(SL::DB::Manager::Employee->current); +} + +sub _assert_access { + my $cache = $::request->cache('ar.pl::_assert_access'); + + $cache->{_may_view_or_edit_this_invoice} = _may_view_or_edit_this_invoice() if !exists $cache->{_may_view_or_edit_this_invoice}; + $::form->show_generic_error($::locale->text("You do not have the permissions to access this function.")) if ! $cache->{_may_view_or_edit_this_invoice}; +} + +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(); - $main::auth->assert('general_ledger'); + $main::auth->assert('ar_transactions'); my $form = $main::form; my %myconfig = %main::myconfig; - return $main::lxdebug->leave_sub() if (load_draft_maybe()); - # saving the history if(!exists $form->{addition} && ($form->{id} ne "")) { $form->{snumbers} = qq|invnumber_| . $form->{invnumber}; @@ -95,12 +245,18 @@ sub add { # /saving the history $form->{title} = "Add"; - $form->{callback} = "ar.pl?action=add&DONT_LOAD_DRAFT=1" unless $form->{callback}; + $form->{callback} = "ar.pl?action=add" unless $form->{callback}; AR->get_transdate(\%myconfig, $form); $form->{initial_transdate} = $form->{transdate}; - &create_links; + create_links(dont_save => 1); $form->{transdate} = $form->{initial_transdate}; + + if ($form->{customer_id}) { + 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; + } + &display_form; $main::lxdebug->leave_sub(); } @@ -108,7 +264,9 @@ sub add { sub edit { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + # Delay access check to after the invoice's been loaded in + # "create_links" so that project-specific invoice rights can be + # evaluated. my $form = $main::form; @@ -118,7 +276,7 @@ sub edit { $form->{javascript} .= qq||; $form->{title} = "Edit"; - &create_links; + create_links(); &display_form; $main::lxdebug->leave_sub(); @@ -127,7 +285,7 @@ sub edit { sub display_form { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + _assert_access(); my $form = $main::form; @@ -137,63 +295,44 @@ sub display_form { $main::lxdebug->leave_sub(); } +sub _retrieve_invoice_object { + return undef if !$::form->{id}; + return $::form->{invoice_obj} if $::form->{invoice_obj} && $::form->{invoice_obj}->id == $::form->{id}; + return SL::DB::Invoice->new(id => $::form->{id})->load; +} + sub create_links { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + # Delay access check to after the invoice's been loaded so that + # project-specific invoice rights can be evaluated. + my %params = @_; my $form = $main::form; my %myconfig = %main::myconfig; - my ($duedate, $taxincluded); - $form->create_links("AR", \%myconfig, "customer"); - $duedate = $form->{duedate}; + $form->{invoice_obj} = _retrieve_invoice_object(); + + _assert_access(); + + my %saved; + if (!$params{dont_save}) { + %saved = map { ($_ => $form->{$_}) } qw(direct_debit id taxincluded); + $saved{duedate} = $form->{duedate} if $form->{duedate}; + $saved{currency} = $form->{currency} if $form->{currency}; + } - $taxincluded = $form->{taxincluded}; - my $id = $form->{id}; IS->get_customer(\%myconfig, \%$form); - $form->{taxincluded} = $taxincluded; - $form->{id} = $id; - $form->{duedate} = $duedate if $duedate; - $form->{oldcustomer} = "$form->{customer}--$form->{customer_id}"; + $form->{$_} = $saved{$_} for keys %saved; $form->{rowcount} = 1; - - # notes - $form->{notes} = $form->{intnotes} unless $form->{notes}; + $form->{AR_chart_id} = $form->{acc_trans} && $form->{acc_trans}->{AR} ? $form->{acc_trans}->{AR}->[0]->{chart_id} : $::instance_conf->get_ar_chart_id || $form->{AR_links}->{AR}->[0]->{chart_id}; # currencies $form->{defaultcurrency} = $form->get_default_currency(\%myconfig); - map { $form->{selectcurrency} .= "$_\n" } $form->get_all_currencies(\%myconfig); - - # customers - if (@{ $form->{all_customer} || [] }) { - $form->{customer} = "$form->{customer}--$form->{customer_id}"; - map { $form->{selectcustomer} .= "$_->{name}--$_->{id}\n" } - (@{ $form->{all_customer} }); - } - - # departments - if (@{ $form->{all_departments} || [] }) { - $form->{selectdepartment} = "\n"; - $form->{department} = "$form->{department}--$form->{department_id}"; - - map { - $form->{selectdepartment} .= - "$_->{description}--$_->{id}\n" - } (@{ $form->{all_departments} || [] }); - } - - $form->{employee} = "$form->{employee}--$form->{employee_id}"; - - # sales staff - if (@{ $form->{all_employees} || [] }) { - $form->{selectemployee} = ""; - map { $form->{selectemployee} .= "$_->{name}--$_->{id}\n" } - (@{ $form->{all_employees} || [] }); - } + $form->{ALL_DEPARTMENTS} = SL::DB::Manager::Department->get_all_sorted; # build the popup menus $form->{taxincluded} = ($form->{id}) ? $form->{taxincluded} : "checked"; @@ -210,57 +349,32 @@ sub create_links { sub form_header { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + _assert_access(); my $form = $main::form; my %myconfig = %main::myconfig; my $locale = $main::locale; my $cgi = $::request->{cgi}; + $form->{invoice_obj} = _retrieve_invoice_object(); + my ($title, $readonly, $exchangerate, $rows); - my ($notes, $department, $customer, $employee, $amount, $project); - my ($onload); - my ($ARselected); + my ($notes, $amount, $project); + $form->{initial_focus} = !($form->{amount_1} * 1) ? 'customer_id' : 'row_' . $form->{rowcount}; $title = $form->{title}; # $locale->text('Add Accounts Receivables Transaction') # $locale->text('Edit Accounts Receivables Transaction') $form->{title} = $locale->text("$title Accounts Receivables Transaction"); - $form->{javascript} = qq||; - # show history button js - $form->{javascript} .= qq||; - #/show history button js $readonly = ($form->{id}) ? "readonly" : ""; - $form->{radier} = ($form->current_date(\%myconfig) eq $form->{gldate}) ? 1 : 0; + $form->{radier} = ($::instance_conf->get_ar_changeable == 2) + ? ($form->current_date(\%myconfig) eq $form->{gldate}) + : ($::instance_conf->get_ar_changeable == 1); $readonly = ($form->{radier}) ? "" : $readonly; - # set option selected - foreach my $item (qw(customer currency department employee)) { - $form->{"select$item"} =~ s/ selected//; - $form->{"select$item"} =~ s/option>\Q$form->{$item}\E/option selected>$form->{$item}/; - } - $form->{forex} = $form->check_exchangerate( \%myconfig, $form->{currency}, $form->{transdate}, 'buy'); $form->{exchangerate} = $form->{forex} if $form->{forex}; @@ -273,106 +387,69 @@ sub form_header { "old_id" => \@old_project_ids }, "charts" => { "key" => "ALL_CHARTS", "transdate" => $form->{transdate} }, - "taxcharts" => { "key" => "ALL_TAXCHARTS", - "module" => "AR" },); + ); + + $form->{ALL_DEPARTMENTS} = SL::DB::Manager::Department->get_all_sorted; $_->{link_split} = { map { $_ => 1 } split/:/, $_->{link} } for @{ $form->{ALL_CHARTS} }; my %project_labels = map { $_->{id} => $_->{projectnumber} } @{ $form->{"ALL_PROJECTS"} }; - my (@AR_amount_values); - my (@AR_values); - my (@AR_paid_values); - my %chart_labels; - my %charts; - my $taxchart_init; + my (@AR_paid_values, %AR_paid_labels); + my $default_ar_amount_chart_id; foreach my $item (@{ $form->{ALL_CHARTS} }) { if ($item->{link_split}{AR_amount}) { - $taxchart_init = $item->{tax_id} if ($taxchart_init eq ""); - my $key = "$item->{accno}--$item->{tax_id}"; - push(@AR_amount_values, $key); - } elsif ($item->{link_split}{AR}) { - push(@AR_values, $item->{accno}); + $default_ar_amount_chart_id //= $item->{id}; + } elsif ($item->{link_split}{AR_paid}) { push(@AR_paid_values, $item->{accno}); + $AR_paid_labels{$item->{accno}} = "$item->{accno}--$item->{description}"; } - - # weirdness for AR_amount - $chart_labels{$item->{accno}} = "$item->{accno}--$item->{description}"; - $chart_labels{"$item->{accno}--$item->{tax_id}"} = "$item->{accno}--$item->{description}"; - - $charts{$item->{accno}} = $item; - } - - my %taxchart_labels = (); - my @taxchart_values = (); - my %taxcharts = (); - foreach my $item (@{ $form->{ALL_TAXCHARTS} }) { - my $key = "$item->{id}--$item->{rate}"; - $taxchart_init = $key if ($taxchart_init eq $item->{id}); - push(@taxchart_values, $key); - $taxchart_labels{$key} = "$item->{taxdescription} " . ($item->{rate} * 100) . ' %'; - $taxcharts{$item->{id}} = $item; } - $form->{fokus} = "arledger.customer"; - - my $follow_up_vc = $form->{customer}; - $follow_up_vc =~ s/--.*?//; + 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)"; - $form->{javascript} .= - qq|| . - qq||; - - $onload = qq|focus()|; - -# $amount = $locale->text('Amount'); -# $project = $locale->text('Project'); - + $::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"); + # get the correct date for tax + my $transdate = $::form->{transdate} ? DateTime->from_kivitendo($::form->{transdate}) : DateTime->today_local; + my $deliverydate = $::form->{deliverydate} ? DateTime->from_kivitendo($::form->{deliverydate}) : undef; + my $taxdate = $deliverydate ? $deliverydate : $transdate; + # helpers for loop + my $first_taxchart; my @transactions; + for my $i (1 .. $form->{rowcount}) { my $transaction = { amount => $form->{"amount_$i"}, tax => $form->{"tax_$i"}, - project_id => $form->{"project_id_$i"}, + project_id => ($i==$form->{rowcount}) ? $form->{globalproject_id} : $form->{"project_id_$i"}, }; - my $selected_accno_full; - my ($accno_row) = split(/--/, $form->{"AR_amount_$i"}); - my $item = $charts{$accno_row}; - $selected_accno_full = "$item->{accno}--$item->{tax_id}"; - - my $selected_taxchart = $form->{"taxchart_$i"}; - my ($selected_accno, $selected_tax_id) = split(/--/, $selected_accno_full); - my ($previous_accno, $previous_tax_id) = split(/--/, $form->{"previous_AR_amount_$i"}); + my (%taxchart_labels, @taxchart_values, $default_taxchart, $taxchart_to_use); + my $amount_chart_id = $form->{"AR_amount_chart_id_$i"} // $default_ar_amount_chart_id; - if ($previous_accno && - ($previous_accno eq $selected_accno) && - ($previous_tax_id ne $selected_tax_id)) { - my $item = $taxcharts{$selected_tax_id}; - $selected_taxchart = "$item->{id}--$item->{rate}"; + my $used_tax_id; + if ( $form->{"taxchart_$i"} ) { + ($used_tax_id) = split(/--/, $form->{"taxchart_$i"}); } - - if (!$form->{"taxchart_$i"}) { - if ($form->{"AR_amount_$i"} =~ m/.--./) { - $selected_taxchart = join '--', map { ($_->{id}, $_->{rate}) } first { $_->{id} == $item->{tax_id} } @{ $form->{ALL_TAXCHARTS} }; - } else { - $selected_taxchart = $taxchart_init; - } + foreach my $item ( GL->get_active_taxes_for_chart($amount_chart_id, $taxdate, $used_tax_id) ) { + my $key = $item->id . "--" . $item->rate; + $first_taxchart //= $item; + $default_taxchart = $item if $item->{is_default}; + $taxchart_to_use = $item if $key eq $form->{"taxchart_$i"}; + + push(@taxchart_values, $key); + $taxchart_labels{$key} = $item->taxkey . " - " . $item->taxdescription . " " . $item->rate * 100 . ' %'; } + $taxchart_to_use //= $default_taxchart // $first_taxchart; + my $selected_taxchart = $taxchart_to_use->id . '--' . $taxchart_to_use->rate; + $transaction->{selectAR_amount} = - NTI($cgi->popup_menu('-name' => "AR_amount_$i", - '-id' => "AR_amount_$i", - '-style' => 'width:400px', - '-onChange' => "setTaxkey(this, $i)", - '-values' => \@AR_amount_values, - '-labels' => \%chart_labels, - '-default' => $selected_accno_full)) - . $cgi->hidden('-name' => "previous_AR_amount_$i", - '-default' => $selected_accno_full); + SL::Presenter::Chart::picker("AR_amount_chart_id_$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", @@ -387,13 +464,6 @@ sub form_header { $form->{invtotal_unformatted} = $form->{invtotal}; - $ARselected = - NTI($cgi->popup_menu('-name' => "ARselected", '-id' => "ARselected", - '-style' => 'width:400px', - '-values' => \@AR_values, '-labels' => \%chart_labels, - '-default' => $form->{ARselected})); - - $form->{paidaccounts}++ if ($form->{"paid_$form->{paidaccounts}"}); my $now = $form->current_date(\%myconfig); @@ -414,25 +484,51 @@ sub form_header { gldate => $form->{"gldate_$i"}, }; + # default account for current assets (i.e. 1801 - SKR04) if no account is selected + $form->{accno_arap} = IS->get_standard_accno_current_assets(\%myconfig, \%$form); + $payment->{selectAR_paid} = NTI($cgi->popup_menu('-name' => "AR_paid_$i", '-id' => "AR_paid_$i", '-values' => \@AR_paid_values, - '-labels' => \%chart_labels, - '-default' => $payment->{AR_paid})); + '-labels' => \%AR_paid_labels, + '-default' => $payment->{AR_paid} || $form->{accno_arap})); $payment->{changeable} = - $::lx_office_conf{features}->{payments_changeable} == 0 ? !$payment->{acc_trans_id} # never - : $::lx_office_conf{features}->{payments_changeable} == 2 ? $payment->{gldate} eq '' || $payment->{gldate} eq $now + SL::DB::Default->get->payments_changeable == 0 ? !$payment->{acc_trans_id} # never + : SL::DB::Default->get->payments_changeable == 2 ? $payment->{gldate} eq '' || $payment->{gldate} eq $now : 1; + #deaktivieren von gebuchten Zahlungen ausserhalb der Bücherkontrolle, vorher prüfen ob heute eingegeben + if ($form->date_closed($payment->{"gldate_$i"})) { + $payment->{changeable} = 0; + } + push @payments, $payment; } + my @empty = grep { $_->{paid} eq '' } @payments; + @payments = ( + (sort_by { DateTime->from_kivitendo($_->{datepaid}) } grep { $_->{paid} ne '' } @payments), + @empty, + ); + $form->{totalpaid} = sum map { $_->{paid} } @payments; + my $employees = SL::DB::Manager::Employee->get_all_sorted( + where => [ + or => [ + (id => $::form->{employee_id}) x !!$::form->{employee_id}, + deleted => undef, + deleted => 0, + ], + ], + ); + + setup_ar_form_header_action_bar(); + $form->header; print $::form->parse_html_template('ar/form_header', { paid_missing => $::form->{invtotal} - $::form->{totalpaid}, @@ -441,10 +537,12 @@ sub form_header { transactions => \@transactions, project_labels => \%project_labels, rows => $rows, - ARselected => $ARselected, - onload => $onload, + AR_chart_id => $form->{AR_chart_id}, title_str => $title, follow_up_trans_info => $follow_up_trans_info, + today => DateTime->today, + currencies => scalar(SL::DB::Manager::Currency->get_all_sorted), + employees => $employees, }); $main::lxdebug->leave_sub(); @@ -453,121 +551,44 @@ sub form_header { sub form_footer { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + _assert_access(); my $form = $main::form; my %myconfig = %main::myconfig; my $locale = $main::locale; my $cgi = $::request->{cgi}; - my ($transdate, $closedto); - - my $follow_ups_block; - if ($form->{id}) { - my $follow_ups = FU->follow_ups('trans_id' => $form->{id}); - - if (@{ $follow_ups} ) { - my $num_due = sum map { $_->{due} * 1 } @{ $follow_ups }; - $follow_ups_block = qq|| . $locale->text("There are #1 unfinished follow-ups of which #2 are due.", scalar @{ $follow_ups }, $num_due) . qq||; - } - } - - print qq| - -$follow_ups_block - - - - -| -. $cgi->hidden('-name' => 'draft_id', '-default' => [$form->{draft_id}]) -. $cgi->hidden('-name' => 'draft_description', '-default' => [$form->{draft_description}]) -. qq| - - -|; - - if (!$form->{id} && $form->{draft_id}) { - print(NTI($cgi->checkbox('-name' => 'remove_draft', '-id' => 'remove_draft', - '-value' => 1, '-checked' => $form->{remove_draft}, - '-label' => '')) . - qq| | . - $locale->text("Remove draft when posting") . - qq||); - } - - $transdate = $form->datetonum($form->{transdate}, \%myconfig); - $closedto = $form->datetonum($form->{closedto}, \%myconfig); - - print qq|\n|; - - # ToDO: - insert a global check for stornos, so that a storno is only possible a limited time after saving it - print qq| | - if ($form->{id} && !IS->has_storno(\%myconfig, $form, 'ar') && !IS->is_storno(\%myconfig, $form, 'ar') && (($form->{totalpaid} == 0) || ($form->{totalpaid} eq ""))); - - if ($form->{id}) { - if ($form->{radier}) { - print qq| - - |; - } - if ($transdate > $closedto) { - print qq| - |; - } - print qq| - - |; - - } else { - if ($transdate > $closedto) { - print qq| | . - NTI($cgi->submit('-name' => 'action', '-value' => $locale->text('Save draft'), '-class' => 'submit')); + if ( $form->{id} ) { + my $follow_ups = FU->follow_ups('trans_id' => $form->{id}, 'not_done' => 1); + if ( @{ $follow_ups} ) { + $form->{follow_up_length} = scalar(@{$follow_ups}); + $form->{follow_up_due_length} = sum(map({ $_->{due} * 1 } @{ $follow_ups })); } } - if ($form->{menubar}) { - require "bin/mozilla/menu.pl"; - &menubar; - } - # button for saving history - if($form->{id} ne "") { - print qq| {id}); name=history id=history value=| . $locale->text('history') . qq|> |; - } - # /button for saving history - # mark_as_paid button - if($form->{id} ne "") { - print qq||; - } - # /mark_as_paid button - - print " - -"; + print $::form->parse_html_template('ar/form_footer'); $main::lxdebug->leave_sub(); } sub mark_as_paid { - $main::lxdebug->enter_sub(); - - $main::auth->assert('general_ledger'); - - my $form = $main::form; - my %myconfig = %main::myconfig; + $::auth->assert('ar_transactions'); - &mark_as_paid_common(\%myconfig,"ar"); + SL::DB::Invoice->new(id => $::form->{id})->load->mark_as_paid; + $::form->redirect($::locale->text("Marked as paid")); +} - $main::lxdebug->leave_sub(); +sub show_draft { + $::form->{transdate} = DateTime->today_local->to_kivitendo if !$::form->{transdate}; + $::form->{gldate} = $::form->{transdate} if !$::form->{gldate}; + update(); } sub update { + my %params = @_; $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + $main::auth->assert('ar_transactions'); my $form = $main::form; my %myconfig = %main::myconfig; @@ -583,27 +604,19 @@ sub update { map { $form->{$_} = $form->parse_amount(\%myconfig, $form->{$_}) } qw(exchangerate creditlimit creditremaining); - my @flds = qw(amount AR_amount projectnumber oldprojectnumber project_id); + my @flds = qw(amount AR_amount_chart_id projectnumber oldprojectnumber project_id taxchart tax); my $count = 0; my @a = (); for my $i (1 .. $form->{rowcount}) { $form->{"amount_$i"} = $form->parse_amount(\%myconfig, $form->{"amount_$i"}); - $form->{"tax_$i"} = $form->parse_amount(\%myconfig, $form->{"tax_$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"}); - if ($taxkey > 1) { - if ($form->{taxincluded}) { - $form->{"tax_$i"} = $form->{"amount_$i"} / ($rate + 1) * $rate; - } else { - $form->{"tax_$i"} = $form->{"amount_$i"} * $rate; - } - } else { - $form->{"tax_$i"} = 0; - } - $form->{"tax_$i"} = $form->round_amount($form->{"tax_$i"}, 2); + + my $tmpnetamount; + ($tmpnetamount,$form->{"tax_$i"}) = $form->calculate_tax($form->{"amount_$i"},$rate,$form->{taxincluded},2); $totaltax += $form->{"tax_$i"}; map { $a[$j]->{$_} = $form->{"${_}_$i"} } @flds; @@ -612,7 +625,7 @@ sub update { } $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'); @@ -620,20 +633,12 @@ sub update { $form->{invdate} = $form->{transdate}; - $form->{invdate} = $form->{transdate}; - - my %saved_variables = map +( $_ => $form->{$_} ), qw(AR AR_amount_1 taxchart_1 customer_id); - - &check_name("customer"); - - # check_name loads customer notes into notes, but ar only knows intnotes, so copy them - $form->{notes} = $form->{intnotes} if $saved_variables{customer_id} != $form->{customer_id}; - - $form->{AR} = $saved_variables{AR}; - if ($saved_variables{AR_amount_1} =~ m/.--./) { - map { $form->{$_} = $saved_variables{$_} } qw(AR_amount_1 taxchart_1); - } else { - delete $form->{taxchart_1}; + if (($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} = @@ -659,7 +664,7 @@ sub update { $form->{oldinvtotal} = $form->{invtotal}; $form->{oldtotalpaid} = $form->{totalpaid}; - &display_form; + display_form(); $main::lxdebug->leave_sub(); } @@ -670,12 +675,13 @@ sub update { sub post_payment { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + $main::auth->assert('ar_transactions'); my $form = $main::form; my %myconfig = %main::myconfig; my $locale = $main::locale; + $form->mtime_ischanged('ar'); $form->{defaultcurrency} = $form->get_default_currency(\%myconfig); my $invdate = $form->datetonum($form->{transdate}, \%myconfig); @@ -687,7 +693,13 @@ sub post_payment { $form->isblank("datepaid_$i", $locale->text('Payment date missing!')); - $form->error($locale->text('Cannot post payment for a closed period!')) if ($form->date_closed($form->{"datepaid_$i"}, \%myconfig)); + $form->error($locale->text('Cannot post transaction above the maximum future booking date!')) + if ($form->date_max_future($form->{"datepaid_$i"}, \%myconfig)); + + #Zusätzlich noch das Buchungsdatum in die Bücherkontrolle einbeziehen + # (Dient zur Prüfung ob ZE oder ZA geprüft werden soll) + $form->error($locale->text('Cannot post payment for a closed period!')) + if ($form->date_closed($form->{"datepaid_$i"}) && !$form->date_closed($form->{"gldate_$i"}, \%myconfig)); if ($form->{defaultcurrency} && ($form->{currency} ne $form->{defaultcurrency})) { # $form->{"exchangerate_$i"} = $form->{exchangerate} if ($invdate == $datepaid); @@ -698,15 +710,22 @@ sub post_payment { ($form->{AR}) = split /--/, $form->{AR}; ($form->{AR_paid}) = split /--/, $form->{AR_paid}; - $form->redirect($locale->text('Payment posted!')) if (AR->post_payment(\%myconfig, \%$form)); - $form->error($locale->text('Cannot post payment!')); + if (AR->post_payment(\%myconfig, \%$form)) { + $form->{snumbers} = qq|invnumber_| . $form->{invnumber}; + $form->{what_done} = 'invoice'; + $form->{addition} = "PAYMENT POSTED"; + $form->save_history; + $form->redirect($locale->text('Payment posted!')) + } else { + $form->error($locale->text('Cannot post payment!')); + }; $main::lxdebug->leave_sub(); } sub _post { - $main::auth->assert('general_ledger'); + $main::auth->assert('ar_transactions'); my $form = $main::form; @@ -717,7 +736,7 @@ sub _post { sub post { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + $main::auth->assert('ar_transactions'); my $form = $main::form; my %myconfig = %main::myconfig; @@ -725,14 +744,16 @@ sub post { my ($inline) = @_; + $form->mtime_ischanged('ar'); + my ($datepaid); # check if there is an invoice number, invoice and due date $form->isblank("transdate", $locale->text('Invoice Date missing!')); $form->isblank("duedate", $locale->text('Due Date missing!')); - $form->isblank("customer", $locale->text('Customer missing!')); + $form->isblank("customer_id", $locale->text('Customer missing!')); - if ($myconfig{mandatory_departments} && !$form->{department}) { + if ($myconfig{mandatory_departments} && !$form->{department_id}) { $form->{saved_message} = $::locale->text('You have to specify a department.'); update(); exit; @@ -740,6 +761,10 @@ sub post { my $closedto = $form->datetonum($form->{closedto}, \%myconfig); my $transdate = $form->datetonum($form->{transdate}, \%myconfig); + + $form->error($locale->text('Cannot post transaction above the maximum future booking date!')) + if ($form->date_max_future($transdate, \%myconfig)); + $form->error($locale->text('Cannot post transaction for a closed period!')) if ($form->date_closed($form->{"transdate"}, \%myconfig)); $form->error($locale->text('Zero amount posting!')) @@ -756,8 +781,13 @@ sub post { $form->isblank("datepaid_$i", $locale->text('Payment date missing!')); + $form->error($locale->text('Cannot post transaction above the maximum future booking date!')) + if ($form->date_max_future($form->{"datepaid_$i"}, \%myconfig)); + + #Zusätzlich noch das Buchungsdatum in die Bücherkontrolle einbeziehen + # (Dient zur Prüfung ob ZE oder ZA geprüft werden soll) $form->error($locale->text('Cannot post payment for a closed period!')) - if ($form->date_closed($form->{"datepaid_$i"}, \%myconfig)); + if ($form->date_closed($form->{"datepaid_$i"}) && !$form->date_closed($form->{"gldate_$i"}, \%myconfig)); if ($form->{defaultcurrency} && ($form->{currency} ne $form->{defaultcurrency})) { $form->{"exchangerate_$i"} = $form->{exchangerate} if ($transdate == $datepaid); @@ -767,10 +797,9 @@ sub post { } # if oldcustomer ne customer redo form - my ($customer) = split /--/, $form->{customer}; - if ($form->{oldcustomer} ne "$customer--$form->{customer_id}") { + if (($form->{previous_customer_id} || $form->{customer_id}) != $form->{customer_id}) { update(); - ::end_of_request(); + $::dispatcher->end_request; } $form->{AR}{receivables} = $form->{ARselected}; @@ -781,14 +810,14 @@ sub post { # saving the history if(!exists $form->{addition} && $form->{id} ne "") { - $form->{snumbers} = "invnumber_$form->{invnumber}"; - $form->{addition} = "POSTED"; + $form->{snumbers} = "invnumber_$form->{invnumber}"; + $form->{what_done} = "invoice"; + $form->{addition} = "POSTED"; $form->save_history; } # /saving the history - remove_draft() if $form->{remove_draft}; - $form->redirect($locale->text('Transaction posted!')) unless $inline; + $form->redirect($locale->text('AR transaction posted.') . ' ' . $locale->text('ID') . ': ' . $form->{id}) unless $inline; $main::lxdebug->leave_sub(); } @@ -796,7 +825,7 @@ sub post { sub post_as_new { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + $main::auth->assert('ar_transactions'); my $form = $main::form; my %myconfig = %main::myconfig; @@ -804,8 +833,9 @@ sub post_as_new { $form->{postasnew} = 1; # saving the history if(!exists $form->{addition} && $form->{id} ne "") { - $form->{snumbers} = qq|invnumber_| . $form->{invnumber}; - $form->{addition} = "POSTED AS NEW"; + $form->{snumbers} = qq|invnumber_| . $form->{invnumber}; + $form->{what_done} = "invoice"; + $form->{addition} = "POSTED AS NEW"; $form->save_history; } # /saving the history @@ -814,66 +844,34 @@ sub post_as_new { $main::lxdebug->leave_sub(); } -sub use_as_template { +sub use_as_new { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + $main::auth->assert('ar_transactions'); 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(); -} - -sub delete { - $main::lxdebug->enter_sub(); - - $main::auth->assert('general_ledger'); - - my $form = $main::form; - my $locale = $main::locale; - - $form->{title} = $locale->text('Confirm!'); - - $form->header; - delete $form->{header}; + my $today = DateTime->today_local; + $form->{transdate} = $today->to_kivitendo; + $form->{duedate} = $form->{transdate}; - print qq| -{script}> -|; - - foreach my $key (keys %$form) { - next if (($key eq 'login') || ($key eq 'password') || ('' ne ref $form->{$key})); - $form->{$key} =~ s/\"/"/g; - print qq|\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 $payment_terms; } - print qq| -$form->{title} - -| - . $locale->text('Are you sure you want to delete Transaction') - . qq| $form->{invnumber} - - - -|; + &update; $main::lxdebug->leave_sub(); } -sub yes { - $main::lxdebug->enter_sub(); - - $main::auth->assert('general_ledger'); +sub delete { + $::auth->assert('ar_transactions'); my $form = $main::form; my %myconfig = %main::myconfig; @@ -882,49 +880,91 @@ sub yes { if (AR->delete_transaction(\%myconfig, \%$form)) { # saving the history if(!exists $form->{addition}) { - $form->{snumbers} = qq|invnumber_| . $form->{invnumber}; - $form->{addition} = "DELETED"; + $form->{snumbers} = qq|invnumber_| . $form->{invnumber}; + $form->{what_done} = "invoice"; + $form->{addition} = "DELETED"; $form->save_history; } # /saving the history $form->redirect($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 = @_; + my $may_edit_create = $::auth->assert('invoice_edit', 1); + + for my $bar ($::request->layout->get('actionbar')) { + $bar->add( + action => [ + $::locale->text('Print'), + call => [ 'kivi.MassInvoiceCreatePrint.showMassPrintOptionsOrDownloadDirectly' ], + disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') + : !$params{num_rows} ? $::locale->text('The report doesn\'t contain entries.') + : undef, + ], + + combobox => [ + action => [ $::locale->text('Create new') ], + action => [ + $::locale->text('AR Transaction'), + submit => [ '#create_new_form', { action => 'ar_transaction' } ], + disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef, + ], + action => [ + $::locale->text('Sales Invoice'), + submit => [ '#create_new_form', { action => 'sales_invoice' } ], + disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef, + ], + ], # end of combobox "Create new" + ); + } } sub search { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger | invoice_edit'); - my $form = $main::form; my %myconfig = %main::myconfig; my $locale = $main::locale; my $cgi = $::request->{cgi}; - my ($customer, $department); - my ($jsscript, $button1, $button2, $onload); - - # setup customer selection - $form->all_vc(\%myconfig, "customer", "AR"); + $form->{title} = $locale->text('Invoices, Credit Notes & AR Transactions'); - $form->{title} = $locale->text('AR Transactions'); - $form->{jsscript} = 1; + $form->{ALL_EMPLOYEES} = SL::DB::Manager::Employee->get_all_sorted(query => [ deleted => 0 ]); + $form->{ALL_DEPARTMENTS} = SL::DB::Manager::Department->get_all_sorted; + $form->{ALL_BUSINESS_TYPES} = SL::DB::Manager::Business->get_all_sorted; - # Auch in Rechnungsübersicht nach Kundentyp filtern - jan - $form->get_lists("projects" => { "key" => "ALL_PROJECTS", "all" => 1 }, - "departments" => "ALL_DEPARTMENTS", - "customers" => "ALL_VC", - "business_types" => "ALL_BUSINESS_TYPES"); - $form->{ALL_EMPLOYEES} = SL::DB::Manager::Employee->get_all(query => [ deleted => 0 ]); - $form->{SHOW_BUSINESS_TYPES} = scalar @{ $form->{ALL_BUSINESS_TYPES} } > 0; + $form->{CT_CUSTOM_VARIABLES} = CVar->get_configs('module' => 'CT'); + ($form->{CT_CUSTOM_VARIABLES_FILTER_CODE}, + $form->{CT_CUSTOM_VARIABLES_INCLUSION_CODE}) = CVar->render_search_options('variables' => $form->{CT_CUSTOM_VARIABLES}, + 'include_prefix' => 'l_', + 'include_value' => 'Y'); # constants and subs for template - $form->{jsscript} = 1; $form->{vc_keys} = sub { "$_[0]->{name}--$_[0]->{id}" }; + $::request->layout->add_javascripts("autocomplete_project.js"); + + setup_ar_search_action_bar(); + $form->header; print $form->parse_html_template('ar/search', { %myconfig }); @@ -955,40 +995,50 @@ sub create_subtotal_row { sub ar_transactions { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger | invoice_edit'); - my $form = $main::form; my %myconfig = %main::myconfig; my $locale = $main::locale; my ($callback, $href, @columns); - ($form->{customer}, $form->{customer_id}) = split(/--/, $form->{customer}); - report_generator_set_default_sort('transdate', 1); AR->ar_transactions(\%myconfig, \%$form); - $form->{title} = $locale->text('AR Transactions'); + $form->{title} = $locale->text('Invoices, Credit Notes & AR Transactions'); my $report = SL::ReportGenerator->new(\%myconfig, $form); @columns = - qw(transdate id type invnumber ordnumber name netamount tax amount paid + qw(ids transdate id type invnumber ordnumber cusordnumber donumber deliverydate name netamount tax amount paid datepaid due duedate transaction_description notes salesman employee shippingpoint shipvia - marge_total marge_percent globalprojectnumber customernumber country ustid taxzone payment_terms charts customertype); + marge_total marge_percent globalprojectnumber customernumber country ustid taxzone + payment_terms charts customertype direct_debit dunning_description department); + + my $ct_cvar_configs = CVar->get_configs('module' => 'CT'); + my @ct_includeable_custom_variables = grep { $_->{includeable} } @{ $ct_cvar_configs }; + my @ct_searchable_custom_variables = grep { $_->{searchable} } @{ $ct_cvar_configs }; + + my %column_defs_cvars = map { +"cvar_$_->{name}" => { 'text' => $_->{description} } } @ct_includeable_custom_variables; + push @columns, map { "cvar_$_->{name}" } @ct_includeable_custom_variables; my @hidden_variables = map { "l_${_}" } @columns; - push @hidden_variables, "l_subtotal", qw(open closed customer invnumber ordnumber transaction_description notes project_id transdatefrom transdateto employee_id salesman_id business_id); + push @hidden_variables, "l_subtotal", qw(open closed customer invnumber ordnumber cusordnumber transaction_description notes project_id transdatefrom transdateto duedatefrom duedateto + employee_id salesman_id business_id parts_partnumber parts_description department_id show_marked_as_closed show_not_mailed); + push @hidden_variables, map { "cvar_$_->{name}" } @ct_searchable_custom_variables; $href = build_std_url('action=ar_transactions', grep { $form->{$_} } @hidden_variables); my %column_defs = ( + 'ids' => { raw_header_data => 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'), }, 'invnumber' => { 'text' => $locale->text('Invoice'), }, 'ordnumber' => { 'text' => $locale->text('Order'), }, + 'cusordnumber' => { 'text' => $locale->text('Customer Order Number'), }, + 'donumber' => { 'text' => $locale->text('Delivery Order'), }, + 'deliverydate' => { 'text' => $locale->text('Delivery Date'), }, 'name' => { 'text' => $locale->text('Customer'), }, 'netamount' => { 'text' => $locale->text('Amount'), }, 'tax' => { 'text' => $locale->text('Tax'), }, @@ -1011,11 +1061,15 @@ sub ar_transactions { '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'), }, + dunning_description => { 'text' => $locale->text('Dunning level'), }, + %column_defs_cvars, ); - foreach my $name (qw(id transdate duedate invnumber ordnumber name datepaid employee shippingpoint shipvia transaction_description)) { + foreach my $name (qw(id transdate duedate invnumber ordnumber cusordnumber donumber deliverydate name datepaid employee shippingpoint shipvia transaction_description direct_debit department)) { my $sortdir = $form->{sort} eq $name ? 1 - $form->{sortdir} : $form->{sortdir}; $column_defs{$name}->{link} = $href . "&sort=$name&sortdir=$sortdir"; } @@ -1025,6 +1079,8 @@ sub ar_transactions { $form->{"l_type"} = "Y"; map { $column_defs{$_}->{visible} = $form->{"l_${_}"} ? 1 : 0 } @columns; + $column_defs{ids}->{visible} = 'HTML'; + $report->set_columns(%column_defs); $report->set_column_order(@columns); @@ -1032,16 +1088,23 @@ sub ar_transactions { $report->set_sort_indicator($form->{sort}, $form->{sortdir}); + CVar->add_custom_variables_to_report('module' => 'CT', + 'trans_id_field' => 'customer_id', + 'configs' => $ct_cvar_configs, + 'column_defs' => \%column_defs, + 'data' => $form->{AR}); + my @options; if ($form->{customer}) { push @options, $locale->text('Customer') . " : $form->{customer}"; } - if ($form->{department}) { - my ($department) = split /--/, $form->{department}; - push @options, $locale->text('Department') . " : $department"; + if ($form->{cp_name}) { + push @options, $locale->text('Contact Person') . " : $form->{cp_name}"; } + if ($form->{department_id}) { - push @options, $locale->text('Department Id') . " : $form->{department_id}"; + my $department = SL::DB::Manager::Department->find_by( id => $form->{department_id} ); + push @options, $locale->text('Department') . " : " . $department->description; } if ($form->{invnumber}) { push @options, $locale->text('Invoice Number') . " : $form->{invnumber}"; @@ -1049,12 +1112,21 @@ sub ar_transactions { if ($form->{ordnumber}) { push @options, $locale->text('Order Number') . " : $form->{ordnumber}"; } + if ($form->{cusordnumber}) { + push @options, $locale->text('Customer Order Number') . " : $form->{cusordnumber}"; + } if ($form->{notes}) { push @options, $locale->text('Notes') . " : $form->{notes}"; } if ($form->{transaction_description}) { push @options, $locale->text('Transaction description') . " : $form->{transaction_description}"; } + if ($form->{parts_partnumber}) { + push @options, $locale->text('Part Number') . " : $form->{parts_partnumber}"; + } + if ($form->{parts_description}) { + push @options, $locale->text('Part Description') . " : $form->{parts_description}"; + } if ($form->{transdatefrom}) { push @options, $locale->text('From') . " " . $locale->date(\%myconfig, $form->{transdatefrom}, 1); } @@ -1076,7 +1148,10 @@ sub ar_transactions { push @options, $locale->text('Closed'); } + $form->{ALL_PRINTERS} = SL::DB::Manager::Printer->get_all_sorted; + $report->set_options('top_info_text' => join("\n", @options), + 'raw_top_info_text' => $form->parse_html_template('ar/ar_transactions_header'), 'raw_bottom_info_text' => $form->parse_html_template('ar/ar_transactions_bottom'), 'output_format' => 'HTML', 'title' => $form->{title}, @@ -1108,8 +1183,6 @@ sub ar_transactions { $subtotals{marge_percent} = $subtotals{netamount} ? ($subtotals{marge_total} * 100 / $subtotals{netamount}) : 0; $totals{marge_percent} = $totals{netamount} ? ($totals{marge_total} * 100 / $totals{netamount} ) : 0; - map { $ar->{$_} = $form->format_amount(\%myconfig, $ar->{$_}, 2) } qw(netamount tax amount paid due marge_total marge_percent); - my $is_storno = $ar->{storno} && $ar->{storno_id}; my $has_storno = $ar->{storno} && !$ar->{storno_id}; @@ -1120,6 +1193,10 @@ sub ar_transactions { $ar->{invoice} ? $locale->text("Invoice (one letter abbreviation)") : $locale->text("AR Transaction (abbreviation)"); + map { $ar->{$_} = $form->format_amount(\%myconfig, $ar->{$_}, 2) } qw(netamount tax amount paid due marge_total marge_percent); + + $ar->{direct_debit} = $ar->{direct_debit} ? $::locale->text('yes') : $::locale->text('no'); + my $row = { }; foreach my $column (@columns) { @@ -1132,6 +1209,12 @@ sub ar_transactions { $row->{invnumber}->{link} = build_std_url("script=" . ($ar->{invoice} ? 'is.pl' : 'ar.pl'), 'action=edit') . "&id=" . E($ar->{id}) . "&callback=${callback}"; + $row->{ids} = { + raw_data => SL::Presenter::Tag::checkbox_tag("id[]", value => $ar->{id}, "data-checkall" => 1), + valign => 'center', + align => 'center', + }; + my $row_set = [ $row ]; if (($form->{l_subtotal} eq 'Y') @@ -1148,6 +1231,9 @@ sub ar_transactions { $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(); @@ -1156,7 +1242,7 @@ sub ar_transactions { sub storno { $main::lxdebug->enter_sub(); - $main::auth->assert('general_ledger'); + $main::auth->assert('ar_transactions'); my $form = $main::form; my %myconfig = %main::myconfig; @@ -1172,8 +1258,9 @@ sub storno { # saving the history if(!exists $form->{addition} && $form->{id} ne "") { - $form->{snumbers} = "ordnumber_$form->{ordnumber}"; - $form->{addition} = "STORNO"; + $form->{snumbers} = qq|invnumber_| . $form->{invnumber}; + $form->{addition} = "STORNO"; + $form->{what_done} = "invoice"; $form->save_history; } # /saving the history @@ -1183,4 +1270,134 @@ sub storno { $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'); + my $may_edit_create = $::auth->assert('ar_transactions', 1); + + my $is_linked_bank_transaction; + if ($::form->{id} + && SL::DB::Default->get->payments_changeable != 0 + && SL::DB::Manager::BankTransactionAccTrans->find_by(ar_id => $::form->{id})) { + + $is_linked_bank_transaction = 1; + } + for my $bar ($::request->layout->get('actionbar')) { + $bar->add( + action => [ + t8('Update'), + submit => [ '#form', { action => "update" } ], + id => 'update_button', + checks => [ 'kivi.validate_form' ], + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') : undef, + accesskey => 'enter', + ], + + combobox => [ + action => [ + t8('Post'), + submit => [ '#form', { action => "post" } ], + checks => [ 'kivi.validate_form', 'kivi.AR.check_fields_before_posting' ], + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') + : $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.') + : $is_linked_bank_transaction ? t8('This transaction is linked with a bank transaction. Please undo and redo the bank transaction booking if needed.') + : undef, + ], + action => [ + t8('Post Payment'), + submit => [ '#form', { action => "post_payment" } ], + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') + : !$::form->{id} ? t8('This invoice has not been posted yet.') + : $is_linked_bank_transaction ? t8('This transaction is linked with a bank transaction. Please undo and redo the bank transaction booking if needed.') + : undef, + ], + action => [ t8('Mark as paid'), + submit => [ '#form', { action => "mark_as_paid" } ], + confirm => t8('This will remove the invoice from showing as unpaid even if the unpaid amount does not match the amount. Proceed?'), + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') + : !$::form->{id} ? t8('This invoice has not been posted yet.') + : undef, + only_if => $::instance_conf->get_is_show_mark_as_paid, + ], + ], # end of combobox "Post" + + combobox => [ + action => [ t8('Storno'), + submit => [ '#form', { action => "storno" } ], + checks => [ 'kivi.validate_form', 'kivi.AR.check_fields_before_posting' ], + confirm => t8('Do you really want to cancel this invoice?'), + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') + : !$::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.') + : $::form->{totalpaid} ? t8('Invoices with payments cannot be canceled.') + : undef, + ], + action => [ t8('Delete'), + submit => [ '#form', { action => "delete" } ], + confirm => t8('Do you really want to delete this object?'), + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') + : !$::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.') + : $is_closed ? t8('The billing period has already been locked.') + : undef, + ], + ], # end of combobox "Storno" + + 'separator', + + combobox => [ + action => [ t8('Workflow') ], + action => [ + t8('Use As New'), + submit => [ '#form', { action => "use_as_new" } ], + checks => [ 'kivi.validate_form' ], + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') + : !$::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 => !$::form->{id} ? t8('This invoice has not been posted yet.') : undef, + ], + action => [ + t8('Record templates'), + call => [ 'kivi.RecordTemplate.popup', 'ar_transaction' ], + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') : undef, + ], + action => [ + t8('Drafts'), + call => [ 'kivi.Draft.popup', 'ar', 'invoice', $::form->{draft_id}, $::form->{draft_description} ], + disabled => !$may_edit_create ? t8('You must not change this AR transaction.') + : $::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;
| . $locale->text("There are #1 unfinished follow-ups of which #2 are due.", scalar @{ $follow_ups }, $num_due) . qq|