--- /dev/null
+package SL::Controller::DeliveryValueReport;
+
+use strict;
+use parent qw(SL::Controller::Base);
+
+use Clone qw(clone);
+use SL::DB::OrderItem;
+use SL::DB::Business;
+use SL::Controller::Helper::GetModels;
+use SL::Controller::Helper::ReportGenerator;
+use SL::Locale::String;
+use SL::AM;
+use SL::DBUtils ();
+use Carp;
+use Data::Dumper;
+
+use Rose::Object::MakeMethods::Generic (
+ scalar => [ qw(db_args flat_filter) ],
+ 'scalar --get_set_init' => [ qw(models vc all_employees all_businesses) ],
+);
+
+
+
+my %sort_columns = (
+ reqdate => t8('Reqdate'),
+ customer => t8('Customer'),
+ vendor => t8('Vendor'),
+ ordnumber => t8('Order'),
+ partnumber => t8('Part Number'),
+ description => t8('Description'),
+ qty => t8('Qty in Order'),
+ unit => t8('Unit'),
+ netto_qty => t8('Net value in Order'),
+ not_shipped_qty => t8('not shipped'),
+ netto_not_shipped_qty => t8('Net value without delivery orders'),
+ shipped_qty => t8('Qty in delivery orders'),
+ netto_shipped_qty => t8('Net Value in delivery orders'),
+ delivered_qty => t8('transferred in / out'),
+ netto_delivered_qty => t8('Net value transferred in / out'),
+ do_closed_qty => t8('Qty in closed delivery orders'),
+ netto_do_closed_qty => t8('Qty in closed delivery orders')
+);
+
+
+
+
+#
+# action
+#
+
+sub action_list {
+ my ($self) = @_;
+ $self->make_filter_summary;
+ $self->prepare_report;
+
+ my $orderitems = $self->models->get;
+ $self->calc_qtys_price($orderitems);
+ $self->report_generator_list_objects(report => $self->{report}, objects => $orderitems);
+}
+
+sub prepare_report {
+ my ($self) = @_;
+
+ my $vc = $self->vc;
+ my $mode = 'delivery_value_report';
+ my $report = SL::ReportGenerator->new(\%::myconfig, $::form);
+ my $csv_option = $::form->{report_generator_output_format};
+ $self->{report} = $report;
+
+ my @columns = qw(reqdate customer vendor ordnumber partnumber description unit qty netto_qty
+ not_shipped_qty netto_not_shipped_qty shipped_qty netto_shipped_qty delivered_qty
+ netto_delivered_qty do_closed_qty netto_do_closed_qty);
+
+
+ my @sortable = qw(reqdate customer vendor ordnumber partnumber description);
+
+ # if csv report export no units (better calculation in
+ my $rp_csv_mod = ($csv_option eq 'CSV') ? 1 : '';
+
+ my %column_defs = (
+ reqdate => { sub => sub { $_[0]->reqdate_as_date || $_[0]->order->reqdate_as_date } },
+ description => { sub => sub { $_[0]->description },
+ obj_link => sub { $self->link_to($_[0]->part) } },
+ partnumber => { sub => sub { $_[0]->part->partnumber },
+ obj_link => sub { $self->link_to($_[0]->part) } },
+ qty => { sub => sub { $_[0]->qty_as_number .
+ ($rp_csv_mod ? '' : ' ' . $_[0]->unit) } },
+ netto_qty => { sub => sub { $::form->format_amount(\%::myconfig,
+ ($_[0]->qty * $_[0]->sellprice * (1 - $_[0]->discount) /
+ ($_[0]->price_factor || 1), 2)) },},
+ unit => { sub => sub { $_[0]->unit },
+ visible => $rp_csv_mod },
+ shipped_qty => { sub => sub { $::form->format_amount(\%::myconfig, $_[0]{shipped_qty}, 2) .
+ ($rp_csv_mod ? '' : ' ' . $_[0]->unit) } },
+ netto_shipped_qty => { sub => sub { $::form->format_amount(\%::myconfig, $_[0]{netto_shipped_qty}, 2) },},
+ not_shipped_qty => { sub => sub { $::form->format_amount(\%::myconfig, $_[0]->qty - $_[0]{shipped_qty} - $_[0]{delivered_qty} - $_[0]{do_closed_qty}, 2) .
+ ($rp_csv_mod ? '' : ' ' . $_[0]->unit) } },
+ delivered_qty => { sub => sub { $::form->format_amount(\%::myconfig, $_[0]{delivered_qty}, 2) .
+ ($rp_csv_mod ? '' : ' ' . $_[0]->unit) } },
+ netto_delivered_qty => { sub => sub { $::form->format_amount(\%::myconfig, $_[0]{netto_delivered_qty}, 2) },},
+
+ netto_not_shipped_qty => { sub => sub { $::form->format_amount(\%::myconfig,(
+ ($_[0]->qty - $_[0]{shipped_qty} - $_[0]{delivered_qty} - $_[0]{do_closed_qty})
+ * ($_[0]->sellprice * (1 - $_[0]->discount) / ($_[0]->price_factor || 1)), 2)) },},
+ do_closed_qty => { sub => sub { $::form->format_amount(\%::myconfig, $_[0]{do_closed_qty}, 2) .
+ ($rp_csv_mod ? '' : ' ' . $_[0]->unit) },},
+
+ netto_do_closed_qty => { sub => sub { $::form->format_amount(\%::myconfig, $_[0]{netto_do_closed_qty}, 2) },
+ visible => $mode eq 'delivery_value_report' },
+ ordnumber => { sub => sub { $_[0]->order->ordnumber },
+ obj_link => sub { $self->link_to($_[0]->order) } },
+ vendor => { sub => sub { $_[0]->order->vendor->name },
+ visible => $vc eq 'vendor',
+ obj_link => sub { $self->link_to($_[0]->order->vendor) } },
+ customer => { sub => sub { $_[0]->order->customer->name },
+ visible => $vc eq 'customer',
+ obj_link => sub { $self->link_to($_[0]->order->customer) } },
+ );
+
+ $column_defs{$_}->{text} = $sort_columns{$_} for keys %column_defs;
+
+ $report->set_options(
+ std_column_visibility => 1,
+ controller_class => 'DeliveryValueReport',
+ output_format => 'HTML',
+ top_info_text => ($vc eq 'customer') ? (($mode eq 'delivery_plan') ? $::locale->text('Delivery Plan for currently outstanding sales orders') :
+ $::locale->text('Delivery Value Report for currently open sales orders')) :
+ ($mode eq 'delivery_value_report') ? $::locale->text('Delivery Value Report for currently outstanding purchase orders') :
+ $::locale->text('Delivery Plan for currently outstanding purchase orders'),
+ title => ($mode eq 'delivery_plan') ? $::locale->text('Delivery Plan') : $::locale->text('Delivery Value Report'),
+ allow_pdf_export => 1,
+ allow_csv_export => 1,
+ );
+ $report->set_columns(%column_defs);
+ $report->set_column_order(@columns);
+ $report->set_export_options(qw(list filter vc));
+ $report->set_options_from_form;
+ $self->models->disable_plugin('paginated') if $report->{options}{output_format} =~ /^(pdf|csv)$/i;
+ $self->models->finalize; # for filter laundering
+ $self->models->set_report_generator_sort_options(report => $report, sortable_columns => \@sortable);
+ $report->set_options(
+ raw_top_info_text => $self->render('delivery_value_report/report_top', { output => 0 }),
+ raw_bottom_info_text => $self->render('delivery_value_report/report_bottom', { output => 0 }, models => $self->models),
+ );
+}
+
+
+
+
+#
+# filter
+#
+
+sub make_filter_summary {
+ my ($self) = @_;
+ my $vc = $self->vc;
+ my $mode = 'delivery_value_report';
+ my ($business, $employee);
+
+ my $filter = $::form->{filter} || {};
+ my @filter_strings;
+
+ $business = SL::DB::Business->new(id => $filter->{order}{customer}{"business_id"})->load->description if $filter->{order}{customer}{"business_id"};
+ $employee = SL::DB::Employee->new(id => $filter->{order}{employee_id})->load->name if $filter->{order}{employee_id};
+
+ my @filters = (
+ [ $filter->{order}{"ordnumber:substr::ilike"}, $::locale->text('Number') ],
+ [ $filter->{order}{globalproject}{"projectnumber:substr::ilike"}, $::locale->text('Document Project Number') ],
+ [ $filter->{part}{"partnumber:substr::ilike"}, $::locale->text('Part Number') ],
+ [ $filter->{"description:substr::ilike"}, $::locale->text('Part Description') ],
+ [ $filter->{"reqdate:date::ge"}, $::locale->text('Delivery Date') . " " . $::locale->text('From Date') ],
+ [ $filter->{"reqdate:date::le"}, $::locale->text('Delivery Date') . " " . $::locale->text('To Date') ],
+ [ $filter->{"qty:number"}, $::locale->text('Quantity') ],
+ [ $filter->{order}{vendor}{"name:substr::ilike"}, $::locale->text('Vendor') ],
+ [ $filter->{order}{vendor}{"vendornumber:substr::ilike"}, $::locale->text('Vendor Number') ],
+ [ $filter->{order}{customer}{"name:substr::ilike"}, $::locale->text('Customer') ],
+ [ $filter->{order}{customer}{"customernumber:substr::ilike"}, $::locale->text('Customer Number') ],
+ [ $business, $::locale->text('Customer type') ],
+ [ $employee, $::locale->text('Employee') ],
+ );
+
+ my %flags = (
+ part => $::locale->text('Parts'),
+ service => $::locale->text('Services'),
+ assembly => $::locale->text('Assemblies'),
+ );
+ my @flags = map { $flags{$_} } @{ $filter->{part}{type} || [] };
+
+ for (@flags) {
+ push @filter_strings, $_ if $_;
+ }
+ for (@filters) {
+ push @filter_strings, "$_->[1]: $_->[0]" if $_->[0];
+ }
+ $self->{filter_summary} = join ', ', @filter_strings;
+}
+
+
+
+#
+# helpers
+#
+sub init_models {
+ my ($self) = @_;
+ my $vc = $self->vc;
+ $main::lxdebug->message(0, 'vc hier:' . $vc);
+ SL::Controller::Helper::GetModels->new(
+ controller => $self,
+ model => 'OrderItem',
+ sorted => {
+ _default => {
+ by => 'reqdate',
+ dir => 1,
+ },
+ %sort_columns,
+ },
+ # show only open orders
+ query => [ 'order.closed' => '0', "order.${vc}_id" => { gt => 0 } ],
+ with_objects => [ 'order', "order.$vc" ],
+ additional_url_params => { vc => $vc},
+ );
+}
+
+sub init_vc {
+ return $::form->{vc} if ($::form->{vc} eq 'customer' || $::form->{vc} eq 'vendor') || croak "self (DeliveryPlan) has no vc defined";
+}
+sub init_all_employees {
+ return SL::DB::Manager::Employee->get_all_sorted;
+}
+sub init_all_businesses {
+ return SL::DB::Manager::Business->get_all_sorted;
+}
+
+
+sub link_to {
+ my ($self, $object, %params) = @_;
+
+ return unless $object;
+ my $action = $params{action} || 'edit';
+
+ if ($object->isa('SL::DB::Order')) {
+ my $type = $object->type;
+ my $vc = $object->is_sales ? 'customer' : 'vendor';
+ my $id = $object->id;
+
+ return "oe.pl?action=$action&type=$type&vc=$vc&id=$id";
+ }
+ if ($object->isa('SL::DB::Part')) {
+ my $id = $object->id;
+ return "ic.pl?action=$action&id=$id";
+ }
+ if ($object->isa('SL::DB::Customer')) {
+ my $id = $object->id;
+ return "controller.pl?action=CustomerVendor/$action&id=$id&db=customer";
+ }
+}
+
+
+sub calc_qtys_price {
+ my ($self, $orderitems) = @_;
+ # using $orderitem->shipped_qty 40 times is far too slow. need to do it manually
+ #
+
+ return unless scalar @$orderitems;
+
+ my %orderitems_by_id = map { $_->id => $_ } @$orderitems;
+
+ my $query = <<SQL;
+ SELECT oi.id, doi.qty, doi.qty, doi.unit, doe.delivered, doe.closed, -- dois.qty as qty_stocked,
+ oi.sellprice, oi.discount, oi.price_factor
+ FROM record_links rl
+ INNER JOIN delivery_order_items doi ON (doi.id = rl.to_id)
+ INNER JOIN orderitems oi ON (oi.id = rl.from_id)
+ INNER JOIN delivery_orders doe ON (doe.id = doi.delivery_order_id)
+ --INNER JOIN delivery_order_items_stock dois ON (doi.id = dois.delivery_order_item_id)
+ WHERE rl.from_table = 'orderitems'
+ AND rl.to_table = 'delivery_order_items'
+ AND oi.id IN (@{[ join ', ', ("?")x @$orderitems ]})
+SQL
+
+ my $result = SL::DBUtils::selectall_hashref_query($::form, $::form->get_standard_dbh, $query, map { $_->id } @$orderitems);
+
+ for my $row (@$result) {
+ my $item = $orderitems_by_id{ $row->{id} };
+ $item->{shipped_qty} ||= 0;
+ $item->{delivered_qty} ||= 0;
+ $item->{do_closed_qty} ||= 0;
+ $item->{shipped_qty} += AM->convert_unit($row->{unit} => $item->unit) * $row->{qty} unless ($row->{delivered} || $row->{closed});
+ $item->{delivered_qty} += AM->convert_unit($row->{unit} => $item->unit) * $row->{qty} if ($row->{delivered} && !$row->{closed});
+ $item->{do_closed_qty} += AM->convert_unit($row->{unit} => $item->unit) * $row->{qty} if ($row->{closed});
+ #$item->{do_closed_qty} += AM->convert_unit($row->{unit} => $item->unit) * $row->{qty_stocked} if ($row->{closed});
+ $item->{not_shipped_qty} += AM->convert_unit($row->{unit} => $item->unit) * $row->{qty} unless ($row->{delivered});
+ # my $price_factor = $self->price_factor || 1;
+ #$self->_delivered_qty;
+ #$item->{netto_qty} += $row->{qty} * $row->{sellprice} * (1 - $row->{discount} ) / ($row->{price_factor} || 1);
+ # no sum
+ $item->{netto_shipped_qty} = $item->{shipped_qty} * $row->{sellprice} * (1 - $row->{discount} ) / ($row->{price_factor} || 1);
+# $item->{netto_not_shipped_qty} += $item->{shipped_qty} * $row->{sellprice} * (1 - $row->{discount} ) / ($row->{price_factor} || 1);
+ $item->{netto_delivered_qty} = $item->{delivered_qty} * $row->{sellprice} * (1 - $row->{discount} ) / ($row->{price_factor} || 1);
+ $item->{netto_do_closed_qty} = $item->{do_closed_qty} * $row->{sellprice} * (1 - $row->{discount} ) / ($row->{price_factor} || 1);
+
+ }
+}
+
+
+
+
+1;
+
+
+__END__
+
+=pod
+
+=encoding utf8
+
+=head1 NAME
+
+SL::Controller::DeliveryValueReport - Controller for Delivery Value Report
+
+=head2 OVERVIEW
+
+Controller class for Delivery Value Report
+
+The goal of the record is to determine which goods and at what costs are already delivered, transfered in
+relation to open orders, orders in process.
+
+
+Inherited from the base controller class, this controller implements the Delivery Value Report.
+Historically the idea derived from a customer extension by thinking: Ah, we just need the Delivery Plan
+put some more columns in it and then we have a pseudo "Production, Planing, Report" with an additional
+emphasis on expected future cashflow.
+Some problems exists with the current report: The definition of not fully delivered sales / purchase order
+is very (customer) special, in general a simple check on order is open should be a sensible workflow value.
+Secondly a major database flaw (no persistent ids in order_items) made it impossible to determine the origin
+of items in terms of linked records. One assumption build in the original DeliveryPlan was that the part_ids
+are equal. This breaks if the document has the same item on different positions. The next idea was to check
+for individual item reqdates.
+After some arguing we decided to implement persistent ids for all items and link them directly via record_links.
+This linking has been secrectly active since version 3.2, therefore this redesign is possible.
+Currently the report even works correctly even if the same part has been manually put in another position, renamed or some
+ other metadata for the position has been altered. This is due to the fact that a hidden converted_from_previous_document is
+used in the position.
+
+ from_table | id | to_table | id
+ orderitems | 7 | delivery_order_items | 11
+
+=head1 FUNCTIONS
+
+=over 2
+
+=item C<action_list_sales_delivery_orders>
+
+L
--- /dev/null
+[%- USE T8 %]
+[%- USE L %]
+[%- USE LxERP %]
+[%- USE HTML %]
+<form action='controller.pl' method='post'>
+<div class='filter_toggle'>
+<a href='#' onClick='javascript:$(".filter_toggle").toggle()'>[% 'Show Filter' | $T8 %]</a>
+ [% SELF.filter_summary | html %]
+</div>
+<div class='filter_toggle' style='display:none'>
+<a href='#' onClick='javascript:$(".filter_toggle").toggle()'>[% 'Hide Filter' | $T8 %]</a>
+ <table id='filter_table'>
+ <tr>
+ <th align="right">[% 'Number' | $T8 %]</th>
+ <td>[% L.input_tag('filter.order.ordnumber:substr::ilike', filter.order.ordnumber_substr__ilike, size = 20) %]</td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Document Project Number' | $T8 %]</th>
+ <td>[% L.input_tag('filter.order.globalproject.projectnumber:substr::ilike', filter.order.globalproject.projectnumber_substr__ilike, size = 20) %]</td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Part Number' | $T8 %]</th>
+ <td>[% L.input_tag('filter.part.partnumber:substr::ilike', filter.part.partnumber_substr__ilike, size = 20) %]</td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Part Description' | $T8 %]</th>
+ <td>[% L.input_tag('filter.description:substr::ilike', filter.description_substr__ilike, size = 20) %]</td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Delivery Date' | $T8 %] [% 'From Date' | $T8 %]</th>
+ <td>[% L.date_tag('filter.reqdate:date::ge', filter.reqdate_date__ge) %]</td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Delivery Date' | $T8 %] [% 'To Date' | $T8 %]</th>
+ <td>[% L.date_tag('filter.reqdate:date::le', filter.reqdate_date__le) %]</td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Quantity' | $T8 %]</th>
+ <td>[% L.input_tag('filter.qty:number', filter.qty_number, size = 20) %]</td>
+ </tr>
+[% IF SELF.vc == 'customer' %]
+ <tr>
+ <th align="right">[% 'Customer' | $T8 %]</th>
+ <td>[% L.input_tag('filter.order.customer.name:substr::ilike', filter.order.customer.name_substr__ilike, size = 20) %]</td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Customer Number' | $T8 %]</th>
+ <td>[% L.input_tag('filter.order.customer.customernumber:substr::ilike', filter.order.customer.customernumber_substr__ilike, size = 20) %]</td>
+ </tr>
+[% ELSE %] <tr>
+ <th align="right">[% 'Vendor' | $T8 %]</th>
+ <td>[% L.input_tag('filter.order.vendor.name:substr::ilike', filter.order.vendor.name_substr__ilike, size = 20) %]</td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Vendor Number' | $T8 %]</th>
+ <td>[% L.input_tag('filter.order.vendor.vendornumber:substr::ilike', filter.order.vendor.vendornumber_substr__ilike, size = 20) %]</td>
+ </tr>
+[% END %]
+ <tr>
+ <th align="right">[% 'Customer type' | $T8 %]</th>
+ <td>
+ [% L.select_tag('filter.order.customer.business_id', SELF.all_businesses,
+ default => filter.order.customer.business_id,
+ title_key => 'description',
+ value_key => 'id',
+ with_empty => 1,
+ style => 'width: 200px') %]
+ </td>
+ </tr>
+ <tr>
+ <th align="right">[% 'Employee' | $T8 %]</th>
+ <td>
+ [% L.select_tag('filter.order.employee_id', SELF.all_employees,
+ default => filter.order.employee_id,
+ title_key => 'name',
+ value_key => 'id',
+ with_empty => 1,
+ style => 'width: 200px') %]
+ </td>
+ </tr>
+ <!-- tr>
+ <th align="right">[% 'Type' | $T8 %]</th>
+ <td>
+ [% L.checkbox_tag('filter.part.type[]', checked=filter.part.type_.part, value='part', label=LxERP.t8('Part')) %]
+ [% L.checkbox_tag('filter.part.type[]', checked=filter.part.type_.service, value='service', label=LxERP.t8('Service')) %]
+ [% L.checkbox_tag('filter.part.type[]', checked=filter.part.type_.assembly, value='assembly', label=LxERP.t8('Assembly')) %]
+ </td>
+ </tr -->
+ </table>
+
+[% L.hidden_tag('action', 'DeliveryValueReport/dispatch') %]
+[% L.hidden_tag('sort_by', FORM.sort_by) %]
+[% L.hidden_tag('sort_dir', FORM.sort_dir) %]
+[% L.hidden_tag('page', FORM.page) %]
+[% L.hidden_tag('vc', SELF.vc) %]
+[% L.input_tag('action_list', LxERP.t8('Continue'), type = 'submit', class='submit')%]
+
+
+<a href='#' onClick='javascript:$("#filter_table input").val("");$("#filter_table input[type=checkbox]").prop("checked", 0);$("#filter_table select").prop("selectedIndex", 0);'>[% 'Reset' | $T8 %]</a>
+
+</div>
+
+</form>
projects / kivitendo-erp.git / commitdiff