X-Git-Url: http://wagnertech.de/git?a=blobdiff_plain;f=bin%2Fmozilla%2Fgl.pl;h=faca8ce0d256b84c0fa535427d870a6a64e3dc31;hb=a9d9ca02abd3a0ff1e43f23888142266174bec55;hp=5f65720b967c9b40c575c473842504cde5fb0bf8;hpb=e83fcf3aa3394efdf2293ea60d5510fcfbf41b52;p=kivitendo-erp.git

diff --git a/bin/mozilla/gl.pl b/bin/mozilla/gl.pl
index 5f65720b9..faca8ce0d 100644
--- a/bin/mozilla/gl.pl
+++ b/bin/mozilla/gl.pl
@@ -38,12 +38,14 @@ use strict;
 use POSIX qw(strftime);
 use List::Util qw(first sum);
 
+use SL::DB::ApGl;
 use SL::DB::RecordTemplate;
+use SL::DB::ReconciliationLink;
 use SL::DB::BankTransactionAccTrans;
 use SL::DB::Tax;
 use SL::FU;
 use SL::GL;
-use SL::Helper::Flash qw(flash);
+use SL::Helper::Flash qw(flash flash_later);
 use SL::IS;
 use SL::ReportGenerator;
 use SL::DBUtils qw(selectrow_query selectall_hashref_query);
@@ -112,7 +114,7 @@ sub load_record_template {
   $::form->{duedate}          = $today->to_kivitendo;
   $::form->{rowcount}         = @{ $template->items };
   $::form->{paidaccounts}     = 1;
-  $::form->{$_}               = $template->$_     for qw(department_id taxincluded ob_transaction cb_transaction reference description show_details);
+  $::form->{$_}               = $template->$_     for qw(department_id taxincluded ob_transaction cb_transaction reference description show_details transaction_description);
   $::form->{$_}               = $dummy_form->{$_} for qw(closedto revtrans previous_id previous_gldate);
 
   my $row = 0;
@@ -158,9 +160,15 @@ sub save_record_template {
   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');
 
+
+  # bank transactions need amounts for assignment
+  my $can_save = 0;
+  $can_save    = 1 if ($::form->{credit_1} > 0 && $::form->{debit_2} > 0 && $::form->{credit_2} == 0 && $::form->{debit_1} == 0);
+  $can_save    = 1 if ($::form->{credit_2} > 0 && $::form->{debit_1} > 0 && $::form->{credit_1} == 0 && $::form->{debit_2} == 0);
+  return $js->flash('error', t8('Can only save template if amounts,i.e. 1 for debit and credit are set.'))->render unless $can_save;
+
   my @items = grep {
     $_->{chart_id} && (($_->{tax_id} // '') ne '')
   } map {
@@ -178,15 +186,16 @@ sub save_record_template {
     template_type  => 'gl_transaction',
     template_name  => $new_name,
 
-    currency_id    => $::instance_conf->get_currency_id,
-    department_id  => $::form->{department_id}    || undef,
-    project_id     => $::form->{globalproject_id} || undef,
-    taxincluded    => $::form->{taxincluded}     ? 1 : 0,
-    ob_transaction => $::form->{ob_transaction}  ? 1 : 0,
-    cb_transaction => $::form->{cb_transaction}  ? 1 : 0,
-    reference      => $::form->{reference},
-    description    => $::form->{description},
-    show_details   => $::form->{show_details},
+    currency_id             => $::instance_conf->get_currency_id,
+    department_id           => $::form->{department_id}    || undef,
+    project_id              => $::form->{globalproject_id} || undef,
+    taxincluded             => $::form->{taxincluded}     ? 1 : 0,
+    ob_transaction          => $::form->{ob_transaction}  ? 1 : 0,
+    cb_transaction          => $::form->{cb_transaction}  ? 1 : 0,
+    reference               => $::form->{reference},
+    description             => $::form->{description},
+    show_details            => $::form->{show_details},
+    transaction_description => $::form->{transaction_description},
 
     items          => \@items,
   );
@@ -419,25 +428,28 @@ sub generate_report {
   my $ml = ($form->{ml} =~ /(A|E|Q)/) ? -1 : 1;
 
   my @columns = qw(
-    transdate      gldate   id      reference      description
-    notes          source   doccnt  debit          debit_accno
-    credit         credit_accno     debit_tax      debit_tax_accno
-    credit_tax     credit_tax_accno projectnumbers balance employee
+    transdate     gldate              id                         reference
+    description   notes               transaction_description    source
+    doccnt        debit               debit_accno
+    credit        credit_accno        debit_tax                  debit_tax_accno
+    credit_tax    credit_tax_accno    balance                    projectnumbers
+    department    employee
   );
 
   # add employee here, so that variable is still known and passed in url when choosing a different sort order in resulting table
-  my @hidden_variables = qw(accno source reference description notes project_id datefrom dateto employee_id datesort category l_subtotal department_id);
+  my @hidden_variables = qw(accno source reference description notes project_id datefrom dateto employee_id datesort category l_subtotal department_id transaction_description);
   push @hidden_variables, map { "l_${_}" } @columns;
 
   my $employee = $form->{employee_id} ? SL::DB::Employee->new(id => $form->{employee_id})->load->name : '';
 
   my (@options, @date_options);
-  push @options,      $locale->text('Account')     . " : $form->{accno} $form->{account_description}" if ($form->{accno});
-  push @options,      $locale->text('Source')      . " : $form->{source}"                             if ($form->{source});
-  push @options,      $locale->text('Reference')   . " : $form->{reference}"                          if ($form->{reference});
-  push @options,      $locale->text('Description') . " : $form->{description}"                        if ($form->{description});
-  push @options,      $locale->text('Notes')       . " : $form->{notes}"                              if ($form->{notes});
-  push @options,      $locale->text('Employee')    . " : $employee"                                   if $employee;
+  push @options,      $locale->text('Account')                 . " : $form->{accno} $form->{account_description}" if ($form->{accno});
+  push @options,      $locale->text('Source')                  . " : $form->{source}"                             if ($form->{source});
+  push @options,      $locale->text('Reference')               . " : $form->{reference}"                          if ($form->{reference});
+  push @options,      $locale->text('Description')             . " : $form->{description}"                        if ($form->{description});
+  push @options,      $locale->text('Notes')                   . " : $form->{notes}"                              if ($form->{notes});
+  push @options,      $locale->text('Transaction description') . " : $form->{transaction_description}"            if $form->{transaction_description};
+  push @options,      $locale->text('Employee')                . " : $employee"                                   if $employee;
   my $datesorttext = $form->{datesort} eq 'transdate' ? $locale->text('Transdate') :  $locale->text('Gldate');
   push @date_options,      "$datesorttext"                              if ($form->{datesort} and ($form->{datefrom} or $form->{dateto}));
   push @date_options, $locale->text('From'), $locale->date(\%myconfig, $form->{datefrom}, 1)          if ($form->{datefrom});
@@ -463,28 +475,30 @@ sub generate_report {
   $form->{l_doccnt}           = $form->{l_source} ? 'Y' : '';
 
   my %column_defs = (
-    'id'               => { 'text' => $locale->text('ID'), },
-    'transdate'        => { 'text' => $locale->text('Transdate'), },
-    'gldate'           => { 'text' => $locale->text('Gldate'), },
-    'reference'        => { 'text' => $locale->text('Reference'), },
-    'source'           => { 'text' => $locale->text('Source'), },
-    'doccnt'           => { 'text' => $locale->text('Document Count'), },
-    'description'      => { 'text' => $locale->text('Description'), },
-    'notes'            => { 'text' => $locale->text('Notes'), },
-    'debit'            => { 'text' => $locale->text('Debit'), },
-    'debit_accno'      => { 'text' => $locale->text('Debit Account'), },
-    'credit'           => { 'text' => $locale->text('Credit'), },
-    'credit_accno'     => { 'text' => $locale->text('Credit Account'), },
-    'debit_tax'        => { 'text' => $locale->text('Debit Tax'), },
-    'debit_tax_accno'  => { 'text' => $locale->text('Debit Tax Account'), },
-    'credit_tax'       => { 'text' => $locale->text('Credit Tax'), },
-    'credit_tax_accno' => { 'text' => $locale->text('Credit Tax Account'), },
-    'balance'          => { 'text' => $locale->text('Balance'), },
-    'projectnumbers'   => { 'text' => $locale->text('Project Numbers'), },
-    'employee'         => { 'text' => $locale->text('Employee'), },
+    'id'                      => { 'text' => $locale->text('ID'), },
+    'transdate'               => { 'text' => $locale->text('Transdate'), },
+    'gldate'                  => { 'text' => $locale->text('Gldate'), },
+    'reference'               => { 'text' => $locale->text('Reference'), },
+    'source'                  => { 'text' => $locale->text('Source'), },
+    'doccnt'                  => { 'text' => $locale->text('Document Count'), },
+    'description'             => { 'text' => $locale->text('Description'), },
+    'notes'                   => { 'text' => $locale->text('Notes'), },
+    'debit'                   => { 'text' => $locale->text('Debit'), },
+    'debit_accno'             => { 'text' => $locale->text('Debit Account'), },
+    'credit'                  => { 'text' => $locale->text('Credit'), },
+    'credit_accno'            => { 'text' => $locale->text('Credit Account'), },
+    'debit_tax'               => { 'text' => $locale->text('Debit Tax'), },
+    'debit_tax_accno'         => { 'text' => $locale->text('Debit Tax Account'), },
+    'credit_tax'              => { 'text' => $locale->text('Credit Tax'), },
+    'credit_tax_accno'        => { 'text' => $locale->text('Credit Tax Account'), },
+    'balance'                 => { 'text' => $locale->text('Balance'), },
+    'projectnumbers'          => { 'text' => $locale->text('Project Numbers'), },
+    'department'              => { 'text' => $locale->text('Department'), },
+    'employee'                => { 'text' => $locale->text('Employee'), },
+    'transaction_description' => { 'text' => $locale->text('Transaction description'), },
   );
 
-  foreach my $name (qw(id transdate gldate reference description debit_accno credit_accno debit_tax_accno credit_tax_accno)) {
+  foreach my $name (qw(id transdate gldate reference description debit_accno credit_accno debit_tax_accno credit_tax_accno department transaction_description)) {
     my $sortname                = $name =~ m/accno/ ? 'accno' : $name;
     my $sortdir                 = $sortname eq $form->{sort} ? 1 - $form->{sortdir} : $form->{sortdir};
     $column_defs{$name}->{link} = $callback . "&sort=$sortname&sortdir=$sortdir";
@@ -572,7 +586,7 @@ sub generate_report {
     $row->{balance}->{data}        = $data;
     $row->{projectnumbers}->{data} = join ", ", sort { lc($a) cmp lc($b) } keys %{ $ref->{projectnumbers} };
 
-    map { $row->{$_}->{data} = $ref->{$_} } qw(id reference description notes gldate employee);
+    map { $row->{$_}->{data} = $ref->{$_} } qw(id reference description notes gldate employee department transaction_description);
 
     map { $row->{$_}->{data} = \@{ $rows{$_} }; } qw(transdate debit credit debit_accno credit_accno debit_tax_accno credit_tax_accno source);
 
@@ -635,7 +649,7 @@ sub generate_report {
 
   $report->set_options('raw_bottom_info_text' => $raw_bottom_info_text);
 
-  setup_gl_transactions_action_bar(num_rows => scalar(@{$form->{GL}}));
+  setup_gl_transactions_action_bar();
 
   $report->generate_with_headers();
 
@@ -673,7 +687,7 @@ sub update {
   my $zerotaxes  = selectall_hashref_query($form, $dbh, "SELECT id FROM tax WHERE rate = 0", );
 
   my @flds =
-    qw(accno debit credit projectnumber fx_transaction source memo tax taxchart);
+    qw(accno_id debit credit projectnumber fx_transaction source memo tax taxchart);
 
   for my $i (1 .. $form->{rowcount}) {
     $form->{"${_}_$i"} = $form->parse_amount(\%myconfig, $form->{"${_}_$i"}) for qw(debit credit tax);
@@ -707,10 +721,10 @@ sub update {
       $form->{debitlock} = 1;
     }
     if ($debitcredit && $credittax) {
-      $form->{"taxchart_$i"} = "$notax_id--0.00";
+      $form->{"taxchart_$i"} = "$notax_id--0.00000";
     }
     if (!$debitcredit && $debittax) {
-      $form->{"taxchart_$i"} = "$notax_id--0.00";
+      $form->{"taxchart_$i"} = "$notax_id--0.00000";
     }
     $amount =
       ($form->{"debit_$i"} == 0)
@@ -718,7 +732,7 @@ sub update {
       : $form->{"debit_$i"};
     my $j = $#a;
     if (($debitcredit && $credittax) || (!$debitcredit && $debittax)) {
-      $form->{"taxchart_$i"} = "$notax_id--0.00";
+      $form->{"taxchart_$i"} = "$notax_id--0.00000";
       $form->{"tax_$i"}      = 0;
     }
     my ($taxkey, $rate) = split(/--/, $form->{"taxchart_$i"});
@@ -792,16 +806,10 @@ sub display_rows {
   $form->{totaldebit}  = 0;
   $form->{totalcredit} = 0;
 
-  my %project_labels = ();
-  my @project_values = ("");
-  foreach my $item (@{ $form->{"ALL_PROJECTS"} }) {
-    push(@project_values, $item->{"id"});
-    $project_labels{$item->{"id"}} = $item->{"projectnumber"};
-  }
-
   my %charts_by_id  = map { ($_->{id} => $_) } @{ $::form->{ALL_CHARTS} };
   my $default_chart = $::form->{ALL_CHARTS}[0];
   my $transdate     = $::form->{transdate} ? DateTime->from_kivitendo($::form->{transdate}) : DateTime->today_local;
+  my $deliverydate  = $::form->{deliverydate} ? DateTime->from_kivitendo($::form->{deliverydate}) : undef;
 
   my ($source, $memo, $source_hidden, $memo_hidden);
   for my $i (1 .. $form->{rowcount}) {
@@ -825,14 +833,20 @@ sub display_rows {
     $accno_id    = $chart->{id};
     my ($first_taxchart, $default_taxchart, $taxchart_to_use);
 
-    foreach my $item ( GL->get_active_taxes_for_chart($accno_id, $transdate) ) {
+    my $used_tax_id;
+    if ( $form->{"taxchart_$i"} ) {
+      ($used_tax_id) = split(/--/, $form->{"taxchart_$i"});
+    }
+
+    my $taxdate = $deliverydate ? $deliverydate : $transdate;
+    foreach my $item ( GL->get_active_taxes_for_chart($accno_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->taxdescription . " " . $item->rate * 100 . ' %';
+      $taxchart_labels{$key} = $item->taxkey . " - " . $item->taxdescription . " " . $item->rate * 100 . ' %';
     }
 
     $taxchart_to_use    //= $default_taxchart // $first_taxchart;
@@ -907,13 +921,8 @@ sub display_rows {
       }
     }
 
-    my $projectnumber =
-      NTI($cgi->popup_menu('-name' => "project_id_$i",
-                           '-values' => \@project_values,
-                           '-labels' => \%project_labels,
-                           '-default' => $form->{"project_id_$i"} ));
-    my $projectnumber_hidden = qq|
-    <input type="hidden" name="project_id_$i" value="$form->{"project_id_$i"}">|;
+    my $projectnumber = SL::Presenter::Project::picker("project_id_$i", $form->{"project_id_$i"});
+    my $projectnumber_hidden = SL::Presenter::Tag::hidden_tag("project_id_$i", $form->{"project_id_$i"});
 
     my $copy2credit = $i == 1 ? 'onkeyup="copy_debit_to_credit()"' : '';
     my $balance     = $form->format_amount(\%::myconfig, $balances{$accno_id} // 0, 2, 'DRCR');
@@ -966,11 +975,48 @@ sub setup_gl_action_bar {
   my $form   = $::form;
   my $change_never            = $::instance_conf->get_gl_changeable == 0;
   my $change_on_same_day_only = $::instance_conf->get_gl_changeable == 2 && ($form->current_date(\%::myconfig) ne $form->{gldate});
-  my $is_linked_bank_transaction;
+  my ($is_linked_bank_transaction, $is_linked_ap_transaction, $is_reconciled_bank_transaction);
 
   if ($form->{id} && SL::DB::Manager::BankTransactionAccTrans->find_by(gl_id => $form->{id})) {
     $is_linked_bank_transaction = 1;
   }
+  if ($form->{id} && SL::DB::Manager::ApGl->find_by(gl_id => $form->{id})) {
+    $is_linked_ap_transaction = 1;
+  }
+  # dont edit reconcilated bookings!
+  if ($form->{id}) {
+    my @acc_trans = map { $_->acc_trans_id } @{ SL::DB::Manager::AccTransaction->get_all( where => [ trans_id => $form->{id} ] ) };
+    if (scalar @acc_trans && scalar @{ SL::DB::Manager::ReconciliationLink->get_all(where => [ acc_trans_id  => [ @acc_trans ] ]) }) {
+      $is_reconciled_bank_transaction = 1;
+    }
+  }
+  my $create_post_action = sub {
+    # $_[0]: description
+    # $_[1]: after_action
+    action => [
+      $_[0],
+      submit   => [ '#form', { action => 'post', after_action => $_[1] } ],
+      disabled => $form->{locked}                           ? t8('The billing period has already been locked.')
+                : $form->{storno}                           ? t8('A canceled general ledger transaction cannot be posted.')
+                : ($form->{id} && $change_never)            ? t8('Changing general ledger transaction has been disabled in the configuration.')
+                : ($form->{id} && $change_on_same_day_only) ? t8('General ledger transactions 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.')
+                : $is_linked_ap_transaction                 ? t8('This transaction is linked with a AP transaction. Please undo and redo the AP transaction booking if needed.')
+                : $is_reconciled_bank_transaction           ? t8('This transaction is reconciled with a bank transaction. Please undo the reconciliation if needed.')
+                : undef,
+    ],
+  };
+
+  my %post_entry;
+  if ($::instance_conf->get_gl_add_doc && $::instance_conf->get_doc_storage) {
+    %post_entry = (combobox => [ $create_post_action->(t8('Post'), 'doc-tab'),
+                                 $create_post_action->(t8('Post and new booking')) ]);
+  } elsif ($::instance_conf->get_doc_storage) {
+    %post_entry = (combobox => [ $create_post_action->(t8('Post')),
+                                 $create_post_action->(t8('Post and upload document'), 'doc-tab') ]);
+  } else {
+    %post_entry = $create_post_action->(t8('Post'));
+  }
 
   for my $bar ($::request->layout->get('actionbar')) {
     $bar->add(
@@ -980,21 +1026,17 @@ sub setup_gl_action_bar {
         id        => 'update_button',
         accesskey => 'enter',
       ],
-      action => [
-        t8('Post'),
-        submit   => [ '#form', { action => 'post' } ],
-        disabled => $form->{locked}                           ? t8('The billing period has already been locked.')
-                  : $form->{storno}                           ? t8('A canceled general ledger transaction cannot be posted.')
-                  : ($form->{id} && $change_never)            ? t8('Changing general ledger transaction has been disabled in the configuration.')
-                  : ($form->{id} && $change_on_same_day_only) ? t8('General ledger transactions can only be changed on the day they are posted.')
-                  : $is_linked_bank_transaction               ? t8('This transaction is linked with a bank transaction. Please undo and redo the bank transaction booking if needed.')
-                  :                                             undef,
-        ],
+      %post_entry,
       combobox => [
         action => [ t8('Storno'),
           submit   => [ '#form', { action => 'storno' } ],
           confirm  => t8('Do you really want to cancel this general ledger transaction?'),
-          disabled => !$form->{id} ? t8('This general ledger transaction has not been posted yet.') : undef,
+          disabled => !$form->{id}                ? t8('This general ledger transaction has not been posted yet.')
+                    : $form->{storno}             ? t8('A canceled general ledger transaction cannot be canceled again.')
+                    : $is_linked_bank_transaction ? t8('This transaction is linked with a bank transaction. Please undo and redo the bank transaction booking if needed.')
+                    : $is_linked_ap_transaction   ? t8('This transaction is linked with a AP transaction. Please undo and redo the AP transaction booking if needed.')
+                    : $is_reconciled_bank_transaction ? t8('This transaction is reconciled with a bank transaction. Please undo the reconciliation if needed.')
+                    : undef,
         ],
         action => [ t8('Delete'),
           submit   => [ '#form', { action => 'delete' } ],
@@ -1004,7 +1046,10 @@ sub setup_gl_action_bar {
                     : $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_linked_bank_transaction ? t8('This transaction is linked with a bank transaction. Please undo and redo the bank transaction booking if needed.')
-                    :                            undef,
+                    : $is_linked_ap_transaction   ? t8('This transaction is linked with a AP transaction. Please undo and redo the AP transaction booking if needed.')
+                    : $is_reconciled_bank_transaction ? t8('This transaction is reconciled with a bank transaction. Please undo the reconciliation if needed.')
+                    : $form->{storno}             ? t8('A canceled general ledger transaction cannot be deleted.')
+                    : undef,
         ],
       ], # end of combobox "Storno"
 
@@ -1012,7 +1057,7 @@ sub setup_gl_action_bar {
         action => [ t8('more') ],
         action => [
           t8('History'),
-          call     => [ 'set_history_window', $form->{id} * 1, 'id' ],
+          call     => [ 'set_history_window', $form->{id} * 1, 'glid' ],
           disabled => !$form->{id} ? t8('This invoice has not been posted yet.') : undef,
         ],
         action => [
@@ -1029,7 +1074,7 @@ sub setup_gl_action_bar {
           call     => [ 'kivi.Draft.popup', 'gl', 'unknown', $form->{draft_id}, $form->{draft_description} ],
           disabled => $form->{id}     ? t8('This invoice has already been posted.')
                     : $form->{locked} ? t8('The billing period has already been locked.')
-                    :                   undef,
+                    : undef,
         ],
       ], # end of combobox "more"
     );
@@ -1088,16 +1133,15 @@ sub form_header {
 
   my ($init) = @_;
 
-  $::request->layout->add_javascripts("autocomplete_chart.js", "kivi.File.js", "kivi.GL.js", "kivi.RecordTemplate.js");
-
-  my @old_project_ids = grep { $_ } map{ $::form->{"project_id_$_"} } 1..$::form->{rowcount};
+  $::request->layout->add_javascripts("autocomplete_chart.js", "autocomplete_project.js", "kivi.File.js", "kivi.GL.js", "kivi.RecordTemplate.js", "kivi.Validator.js", "show_history.js");
 
-  $::form->get_lists("projects"  => { "key"       => "ALL_PROJECTS",
-                                    "all"       => 0,
-                                    "old_id"    => \@old_project_ids },
+  my @old_project_ids     = grep { $_ } map{ $::form->{"project_id_$_"} } 1..$::form->{rowcount};
+  my @conditions          = @old_project_ids ? (id => \@old_project_ids) : ();
+  $::form->{ALL_PROJECTS} = SL::DB::Manager::Project->get_all_sorted(query => [ or => [ active => 1, @conditions ]]);
 
-                   "charts"    => { "key"       => "ALL_CHARTS",
-                                    "transdate" => $::form->{transdate} });
+  $::form->get_lists(
+    "charts"    => { "key" => "ALL_CHARTS", "transdate" => $::form->{transdate} },
+  );
 
   # we cannot book on charttype header
   @{ $::form->{ALL_CHARTS} } = grep { $_->{charttype} ne 'H' }  @{ $::form->{ALL_CHARTS} };
@@ -1184,9 +1228,10 @@ sub post_transaction {
   my $locale   = $main::locale;
 
   # check if there is something in reference and date
-  $form->isblank("reference",   $locale->text('Reference missing!'));
-  $form->isblank("transdate",   $locale->text('Transaction Date missing!'));
-  $form->isblank("description", $locale->text('Description missing!'));
+  $form->isblank("reference",               $locale->text('Reference missing!'));
+  $form->isblank("transdate",               $locale->text('Transaction Date missing!'));
+  $form->isblank("description",             $locale->text('Description missing!'));
+  $form->isblank("transaction_description", $locale->text('A transaction description is required.')) if $::instance_conf->get_require_transaction_description_ps;
 
   my $transdate = $form->datetonum($form->{transdate}, \%myconfig);
   my $closedto  = $form->datetonum($form->{closedto},  \%myconfig);
@@ -1204,7 +1249,7 @@ sub post_transaction {
   my ($notax_id) = selectrow_query($form, $dbh, "SELECT id FROM tax WHERE taxkey = 0 LIMIT 1", );
   my $zerotaxes  = selectall_hashref_query($form, $dbh, "SELECT id FROM tax WHERE rate = 0", );
 
-  my @flds = qw(accno debit credit projectnumber fx_transaction source memo tax taxchart);
+  my @flds = qw(accno_id debit credit projectnumber fx_transaction source memo tax taxchart);
 
   for my $i (1 .. $form->{rowcount}) {
     next if $form->{"debit_$i"} eq "" && $form->{"credit_$i"} eq "";
@@ -1244,17 +1289,17 @@ sub post_transaction {
       $form->{debitlock} = 1;
     }
     if ($debitcredit && $credittax) {
-      $form->{"taxchart_$i"} = "$notax_id--0.00";
+      $form->{"taxchart_$i"} = "$notax_id--0.00000";
     }
     if (!$debitcredit && $debittax) {
-      $form->{"taxchart_$i"} = "$notax_id--0.00";
+      $form->{"taxchart_$i"} = "$notax_id--0.00000";
     }
     my $amount = ($form->{"debit_$i"} == 0)
             ? $form->{"credit_$i"}
             : $form->{"debit_$i"};
     my $j = $#a;
     if (($debitcredit && $credittax) || (!$debitcredit && $debittax)) {
-      $form->{"taxchart_$i"} = "$notax_id--0.00";
+      $form->{"taxchart_$i"} = "$notax_id--0.00000";
       $form->{"tax_$i"}      = 0;
     }
     my ($taxkey, $rate) = split(/--/, $form->{"taxchart_$i"});
@@ -1357,7 +1402,7 @@ sub post_transaction {
       die "No bank transaction found" unless $bt;
 
       $chart_id = SL::DB::Manager::BankAccount->find_by(id => $bt->local_bank_account_id)->chart_id;
-      die "no chart id:" unless $chart_id;
+      die "no chart id" unless $chart_id;
 
       $payment = SL::DB::Manager::AccTransaction->get_all(where => [ trans_id => $::form->{id},
                                                                      chart_link => { like => '%_paid%' },
@@ -1365,8 +1410,9 @@ sub post_transaction {
       die "guru meditation error: Can only assign amount to one bank account booking" if scalar @{ $payment } > 1;
 
       # credit/debit * -1 matches the sign for bt.amount and bt.invoice_amount
-      die "Can only assign the full (partial) bank amount to a single general ledger booking"
-        unless $bt->not_assigned_amount == $payment->[0]->amount * -1;
+
+      die "Can only assign the full (partial) bank amount to a single general ledger booking: " . $bt->not_assigned_amount . " " .  ($payment->[0]->amount * -1)
+        unless (abs($bt->not_assigned_amount - ($payment->[0]->amount * -1)) < 0.001);
 
       $bt->update_attributes(invoice_amount => $bt->invoice_amount + ($payment->[0]->amount * -1));
 
@@ -1391,13 +1437,6 @@ sub post_transaction {
     1;
   }) or do { die SL::DB->client->error };
 
-  if ($form->{callback} =~ /BankTransaction/ && $form->{bt_id}) {
-    print $form->redirect_header($form->{callback});
-    $form->redirect($locale->text('GL transaction posted.') . ' ' . $locale->text('ID') . ': ' . $form->{id});
-  }
-
-  # remove or clarify
-  undef($form->{callback});
   $main::lxdebug->leave_sub();
 }
 
@@ -1423,8 +1462,24 @@ sub post {
                    )->webdav_path;
   }
 
-  $form->{callback} = build_std_url("action=add", "show_details");
-  $form->redirect($::locale->text("General ledger transaction '#1' posted", $form->{reference}));
+  my $msg = $::locale->text("General ledger transaction '#1' posted (ID: #2)", $form->{reference}, $form->{id});
+  if ($form->{callback} =~ /BankTransaction/ && $form->{bt_id}) {
+    $form->redirect($msg);
+
+  } elsif ('doc-tab' eq $form->{after_action}) {
+    # Redirect with callback containing a fragment does not work (by now)
+    # because the callback info is stored in the session an parsing the
+    # callback parameters does not support fragments (see SL::Form::redirect).
+    # So use flash_later for the message and redirect_headers for redirecting.
+    my $add_doc_url = build_std_url("script=gl.pl", 'action=edit', 'id=' . E($form->{id}), 'fragment=ui-tabs-docs');
+    SL::Helper::Flash::flash_later('info', $msg);
+    print $form->redirect_header($add_doc_url);
+    $::dispatcher->end_request;
+
+  } else {
+    $form->{callback} = build_std_url("action=add", "show_details");
+    $form->redirect($msg);
+  }
 
   $main::lxdebug->leave_sub();
 }
@@ -1478,8 +1533,9 @@ sub continue {
 }
 
 sub get_tax_dropdown {
-  my $transdate    = $::form->{transdate} ? DateTime->from_kivitendo($::form->{transdate}) : DateTime->today_local;
-  my @tax_accounts = GL->get_active_taxes_for_chart($::form->{accno_id}, $transdate);
+  my $transdate    = $::form->{transdate}    ? DateTime->from_kivitendo($::form->{transdate}) : DateTime->today_local;
+  my $deliverydate = $::form->{deliverydate} ? DateTime->from_kivitendo($::form->{deliverydate}) : undef;
+  my @tax_accounts = GL->get_active_taxes_for_chart($::form->{accno_id}, $deliverydate // $transdate);
   my $html         = $::form->parse_html_template("gl/update_tax_accounts", { TAX_ACCOUNTS => \@tax_accounts });
 
   print $::form->ajax_response_header, $html;