Finanzübersicht: Filtermöglichkeit nach VerkäuferIn

diff --git a/SL/Controller/FinancialOverview.pm b/SL/Controller/FinancialOverview.pm
index 38d2fc6..fec0915 100644 (file)
--- a/SL/Controller/FinancialOverview.pm
+++ b/SL/Controller/FinancialOverview.pm
@@ -5,6 +5,7 @@ use parent qw(SL::Controller::Base);
 
 use List::MoreUtils qw(none);
 
+use SL::DB::Employee;
 use SL::DB::Invoice;
 use SL::DB::Order;
 use SL::DB::PurchaseInvoice;
@@ -12,7 +13,8 @@ use SL::Controller::Helper::ReportGenerator;
 use SL::Locale::String;
 
 use Rose::Object::MakeMethods::Generic (
-  scalar => [ qw(report number_columns year current_year types objects data subtotals_per_quarter) ],
+  scalar                  => [ qw(report number_columns year current_year types objects data subtotals_per_quarter salesman_id) ],
+  'scalar --get_set_init' => [ qw(employees) ],
 );
 
 __PACKAGE__->run_before(sub { $::auth->assert('report'); });
@@ -20,7 +22,7 @@ __PACKAGE__->run_before(sub { $::auth->assert('report'); });
 sub action_list {
   my ($self) = @_;
 
-  $self->subtotals_per_quarter($::form->{subtotals_per_quarter});
+  $self->$_($::form->{$_}) for qw(subtotals_per_quarter salesman_id);
 
   $self->get_objects;
   $self->calculate_data;
@@ -64,7 +66,7 @@ sub prepare_report {
   );
   $self->report->set_columns(%column_defs);
   $self->report->set_column_order(@columns);
-  $self->report->set_export_options(qw(list year subtotals_per_quarter));
+  $self->report->set_export_options(qw(list year subtotals_per_quarter salesman_id));
   $self->report->set_options_from_form;
 }
 
@@ -77,15 +79,16 @@ sub get_objects {
   my $start       = DateTime->new(year => $self->year, month => 1, day => 1);
   my $end         = DateTime->new(year => $self->year, month => 12, day => 31);
 
-  my @date_filter = (and => [ transdate => { ge => $start }, transdate => { le => $end } ]);
+  my @f_date      = (transdate => { ge => $start }, transdate => { le => $end });
+  my @f_salesman  = $self->salesman_id ? (salesman_id => $self->salesman_id) : ();
 
   $self->objects({
-    sales_quotations       => SL::DB::Manager::Order->get_all(          where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('sales_quotation')   ]]),
-    sales_orders           => SL::DB::Manager::Order->get_all(          where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('sales_order')       ]]),
-    requests_for_quotation => SL::DB::Manager::Order->get_all(          where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('request_quotation') ]]),
-    purchase_orders        => SL::DB::Manager::Order->get_all(          where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('purchase_order')    ]]),
-    sales_invoices         => SL::DB::Manager::Invoice->get_all(        where => \@date_filter),
-    purchase_invoices      => SL::DB::Manager::PurchaseInvoice->get_all(where => \@date_filter),
+    sales_quotations       => SL::DB::Manager::Order->get_all(          where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_quotation')   ]]),
+    sales_orders           => SL::DB::Manager::Order->get_all(          where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_order')       ]]),
+    requests_for_quotation => SL::DB::Manager::Order->get_all(          where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('request_quotation') ]]),
+    purchase_orders        => SL::DB::Manager::Order->get_all(          where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('purchase_order')    ]]),
+    sales_invoices         => SL::DB::Manager::Invoice->get_all(        where => [ and => [ @f_date, @f_salesman, ]]),
+    purchase_invoices      => SL::DB::Manager::PurchaseInvoice->get_all(where => [ and =>  \@f_date ]),
   });
 }
 
@@ -162,4 +165,6 @@ sub list_data {
   return $self->report->generate_with_headers;
 }
 
+sub init_employees { SL::DB::Manager::Employee->get_all_sorted }
+
 1;

diff --git a/templates/webpages/financial_overview/report_top.html b/templates/webpages/financial_overview/report_top.html
index ae362ab..38716f0 100644 (file)
--- a/templates/webpages/financial_overview/report_top.html
+++ b/templates/webpages/financial_overview/report_top.html
@@ -11,8 +11,12 @@
   |
   <a href="[% SELF.url_for(action='list', year=(SELF.year + 1), subtotals_per_quarter=SELF.subtotals_per_quarter) %]">[%- LxERP.t8("Following year") %]: [% SELF.year + 1 %] &raquo;</a>
  [% END %]
-
  <br>
+
  [% L.checkbox_tag('subtotals_per_quarter', checked=SELF.subtotals_per_quarter, label=LxERP.t8('Subtotals per quarter'), onchange='$("#form").submit();') %]
+ <br>
+
+ [% LxERP.t8("Salesperson") %]:
+ [% L.select_tag('salesman_id', SELF.employees, with_empty=1, title_key='name', onchange='$("#form").submit();', default=SELF.salesman_id) %]</p>
 </form>
 <hr>