X-Git-Url: http://wagnertech.de/git?a=blobdiff_plain;f=bin%2Fmozilla%2Far.pl;h=9d1784f78f2d3d6d70a073959a9ed854e0435afc;hb=61a56bb4796ca9edb098541c55a00c990a9f227c;hp=969d73d2afab50506cea37cf9b333080f2a391d3;hpb=ee56f1b20ab915671ded297f593c0e2e245bad70;p=kivitendo-erp.git

diff --git a/bin/mozilla/ar.pl b/bin/mozilla/ar.pl
index 969d73d2a..9d1784f78 100644
--- a/bin/mozilla/ar.pl
+++ b/bin/mozilla/ar.pl
@@ -37,14 +37,20 @@ 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::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::ReportGenerator;
 
 require "bin/mozilla/common.pl";
@@ -81,6 +87,130 @@ use strict;
 # $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();
 
@@ -263,7 +393,7 @@ sub form_header {
   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", "autocomplete_customer.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");
 
   my $transdate = $::form->{transdate} ? DateTime->from_kivitendo($::form->{transdate}) : DateTime->today_local;
   my $first_taxchart;
@@ -277,8 +407,7 @@ sub form_header {
     };
 
     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;
@@ -290,7 +419,7 @@ sub form_header {
       $taxchart_labels{$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} =
@@ -373,6 +502,8 @@ sub form_header {
     ],
   );
 
+  setup_ar_form_header_action_bar();
+
   $form->header;
   print $::form->parse_html_template('ar/form_header', {
     paid_missing         => $::form->{invtotal} - $::form->{totalpaid},
@@ -410,20 +541,6 @@ sub form_footer {
     }
   }
 
-  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();
@@ -433,7 +550,6 @@ sub mark_as_paid {
   $::auth->assert('ar_transactions');
 
   SL::DB::Invoice->new(id => $::form->{id})->load->mark_as_paid;
-
   $::form->redirect($::locale->text("Marked as paid"));
 }
 
@@ -444,6 +560,7 @@ sub show_draft {
 }
 
 sub update {
+  my %params = @_;
   $main::lxdebug->enter_sub();
 
   $main::auth->assert('ar_transactions');
@@ -468,7 +585,7 @@ sub update {
 
   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"});
@@ -483,7 +600,7 @@ 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');
@@ -493,6 +610,10 @@ sub update {
 
   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} =
@@ -518,7 +639,7 @@ sub update {
   $form->{oldinvtotal}  = $form->{invtotal};
   $form->{oldtotalpaid} = $form->{totalpaid};
 
-  &display_form;
+  display_form();
 
   $main::lxdebug->leave_sub();
 }
@@ -706,58 +827,26 @@ sub use_as_new {
   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('ar_transactions');
-
-  my $form     = $main::form;
-  my $locale   = $main::locale;
 
-  $form->{title} = $locale->text('Confirm!');
+  my $today          = DateTime->today_local;
+  $form->{transdate} = $today->to_kivitendo;
+  $form->{duedate}   = $form->{transdate};
 
-  $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/\"/&quot;/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;
@@ -775,8 +864,46 @@ sub yes {
     $form->redirect($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' ],
+        accesskey => 'enter',
+      ],
+    );
+  }
+}
+
+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 {
@@ -789,7 +916,7 @@ 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;
@@ -806,6 +933,8 @@ sub search {
 
   $::request->layout->add_javascripts("autocomplete_project.js");
 
+  setup_ar_search_action_bar();
+
   $form->header;
   print $form->parse_html_template('ar/search', { %myconfig });
 
@@ -848,7 +977,7 @@ sub ar_transactions {
 
   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);
 
@@ -902,7 +1031,7 @@ 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'), },
@@ -1072,6 +1201,9 @@ 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();
@@ -1108,4 +1240,109 @@ 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');
+
+  for my $bar ($::request->layout->get('actionbar')) {
+    $bar->add(
+      action => [
+        t8('Update'),
+        submit    => [ '#form', { action => "update" } ],
+        id        => 'update_button',
+        accesskey => 'enter',
+      ],
+
+      combobox => [
+        action => [
+          t8('Post'),
+          submit   => [ '#form', { action => "post" } ],
+          checks   => [ '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  => $::instance_conf->get_is_show_mark_as_paid,
+        ],
+      ], # end of combobox "Post"
+
+      combobox => [
+        action => [ t8('Storno'),
+          submit   => [ '#form', { action => "storno" } ],
+          checks   => [ 'kivi.AR.check_fields_before_posting' ],
+          confirm  => t8('Do you really want to cancel this invoice?'),
+          disabled => !$::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.')
+                    : $is_closed               ? t8('The billing period has already been locked.')
+                    :                            undef,
+        ],
+      ], # end of combobox "Storno"
+
+      'separator',
+
+      combobox => [
+        action => [ t8('Workflow') ],
+        action => [
+          t8('Use As New'),
+          submit   => [ '#form', { action => "use_as_new" } ],
+          disabled => !$::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"
+    );
+  }
+}
+
 1;