1 package SL::Controller::CustomerVendor;
4 use parent qw(SL::Controller::Base);
6 use List::MoreUtils qw(any);
10 use SL::Helper::Flash;
11 use SL::Locale::String;
12 use SL::Util qw(trim);
16 use SL::Controller::Helper::GetModels;
17 use SL::Controller::Helper::ReportGenerator;
18 use SL::Controller::Helper::ParseFilter;
23 use SL::DB::ContactDepartment;
24 use SL::DB::ContactTitle;
30 use SL::DB::PaymentTerm;
31 use SL::DB::Pricegroup;
35 use SL::DB::FollowUpLink;
39 use SL::DB::PurchaseInvoice;
44 use Rose::Object::MakeMethods::Generic (
45 scalar => [ qw(user_has_edit_rights) ],
46 'scalar --get_set_init' => [ qw(customer_models vendor_models zugferd_settings) ],
50 __PACKAGE__->run_before(
54 'save_and_ap_transaction',
55 'save_and_ar_transaction',
64 'delete_additional_billing_address',
68 __PACKAGE__->run_before(
69 '_load_customer_vendor',
75 'ajaj_get_additional_billing_address',
81 # make sure this comes after _load_customer_vendor
82 __PACKAGE__->run_before('_check_auth');
84 __PACKAGE__->run_before(
85 '_create_customer_vendor',
91 __PACKAGE__->run_before('normalize_name');
93 my @ADDITIONAL_BILLING_ADDRESS_COLUMNS = qw(name department_1 department_2 contact street zipcode city country gln email phone fax default_address);
100 if ($self->{cv}->is_customer) {
101 $self->{cv}->assign_attributes(hourly_rate => $::instance_conf->get_customer_hourly_rate);
102 $self->{cv}->salesman_id(SL::DB::Manager::Employee->current->id) if !$::auth->assert('customer_vendor_all_edit', 1);
106 'customer_vendor/form',
107 title => ($self->is_vendor() ? $::locale->text('Add Vendor') : $::locale->text('Add Customer')),
108 %{$self->{template_args}}
115 $self->_pre_render();
117 'customer_vendor/form',
118 title => ($self->is_vendor() ? $::locale->text('Edit Vendor') : $::locale->text('Edit Customer')),
119 %{$self->{template_args}}
126 if ($::request->type eq 'json') {
131 $cv_hash = $self->{cv}->as_tree;
132 $cv_hash->{cvars} = $self->{cv}->cvar_as_hashref;
135 $self->render(\ SL::JSON::to_json($cv_hash), { layout => 0, type => 'json', process => 0 });
139 sub _check_ustid_taxnumber_unique {
143 if ($self->is_vendor()) {
144 %cfg = (should_check => $::instance_conf->get_vendor_ustid_taxnummer_unique,
145 manager_class => 'SL::DB::Manager::Vendor',
146 err_ustid => t8('A vendor with the same VAT ID already exists.'),
147 err_taxnumber => t8('A vendor with the same taxnumber already exists.'),
150 } elsif ($self->is_customer()) {
151 %cfg = (should_check => $::instance_conf->get_customer_ustid_taxnummer_unique,
152 manager_class => 'SL::DB::Manager::Customer',
153 err_ustid => t8('A customer with the same VAT ID already exists.'),
154 err_taxnumber => t8('A customer with the same taxnumber already exists.'),
163 if ($cfg{should_check}) {
164 my $do_clean_taxnumber = sub { my $n = $_[0]; $n //= ''; $n =~ s{[[:space:].-]+}{}g; return $n};
166 my $clean_ustid = SL::VATIDNr->clean($self->{cv}->ustid);
167 my $clean_taxnumber = $do_clean_taxnumber->($self->{cv}->taxnumber);
169 if (!($clean_ustid || $clean_taxnumber)) {
170 return t8('VAT ID and/or taxnumber must be given.');
173 my $clean_number = $clean_ustid;
175 my $entries = $cfg{manager_class}->get_all(query => ['!id' => $self->{cv}->id, '!ustid' => undef, '!ustid' => ''], select => ['ustid'], distinct => 1);
176 if (any { $clean_number eq SL::VATIDNr->clean($_->ustid) } @$entries) {
177 push @errors, $cfg{err_ustid};
181 $clean_number = $clean_taxnumber;
183 my $entries = $cfg{manager_class}->get_all(query => ['!id' => $self->{cv}->id, '!taxnumber' => undef, '!taxnumber' => ''], select => ['taxnumber'], distinct => 1);
184 if (any { $clean_number eq $do_clean_taxnumber->($_->taxnumber) } @$entries) {
185 push @errors, $cfg{err_taxnumber};
191 return join "\n", @errors if @errors;
198 my @errors = $self->{cv}->validate;
200 flash('error', @errors);
201 $self->_pre_render();
203 'customer_vendor/form',
204 title => ($self->is_vendor() ? t8('Edit Vendor') : t8('Edit Customer')),
205 %{$self->{template_args}}
207 $::dispatcher->end_request;
210 $self->{cv}->greeting(trim $self->{cv}->greeting);
211 my $save_greeting = $self->{cv}->greeting
212 && $::instance_conf->get_vc_greetings_use_textfield
213 && SL::DB::Manager::Greeting->get_all_count(where => [description => $self->{cv}->greeting]) == 0;
215 $self->{contact}->cp_title(trim($self->{contact}->cp_title));
216 my $save_contact_title = $self->{contact}->cp_title
217 && $::instance_conf->get_contact_titles_use_textfield
218 && SL::DB::Manager::ContactTitle->get_all_count(where => [description => $self->{contact}->cp_title]) == 0;
220 $self->{contact}->cp_abteilung(trim($self->{contact}->cp_abteilung));
221 my $save_contact_department = $self->{contact}->cp_abteilung
222 && $::instance_conf->get_contact_departments_use_textfield
223 && SL::DB::Manager::ContactDepartment->get_all_count(where => [description => $self->{contact}->cp_abteilung]) == 0;
225 my $db = $self->{cv}->db;
227 $db->with_transaction(sub {
229 if ( $self->is_vendor() ) {
230 if ( $self->{cv}->vendornumber ) {
231 $cvs_by_nr = SL::DB::Manager::Vendor->get_all(query => [vendornumber => $self->{cv}->vendornumber]);
234 if ( $self->{cv}->customernumber ) {
235 $cvs_by_nr = SL::DB::Manager::Customer->get_all(query => [customernumber => $self->{cv}->customernumber]);
239 foreach my $entry (@{$cvs_by_nr}) {
240 if( $entry->id != $self->{cv}->id ) {
242 $self->is_vendor() ? $::locale->text('This vendor number is already in use.') : $::locale->text('This customer number is already in use.');
244 $::form->error($msg);
248 my $ustid_taxnumber_error = $self->_check_ustid_taxnumber_unique;
249 $::form->error($ustid_taxnumber_error) if $ustid_taxnumber_error;
251 $self->{cv}->save(cascade => 1);
253 SL::DB::Greeting->new(description => $self->{cv}->greeting)->save if $save_greeting;
255 $self->{contact}->cp_cv_id($self->{cv}->id);
256 if( $self->{contact}->cp_name ne '' || $self->{contact}->cp_givenname ne '' ) {
257 SL::DB::ContactTitle ->new(description => $self->{contact}->cp_title) ->save if $save_contact_title;
258 SL::DB::ContactDepartment->new(description => $self->{contact}->cp_abteilung)->save if $save_contact_department;
260 $self->{contact}->save(cascade => 1);
263 if( $self->{note}->subject ne '' && $self->{note}->body ne '' ) {
265 if ( !$self->{note_followup}->follow_up_date ) {
266 $::form->error($::locale->text('Date missing!'));
269 $self->{note}->trans_id($self->{cv}->id);
270 $self->{note}->save();
272 $self->{note_followup}->save();
274 $self->{note_followup_link}->follow_up_id($self->{note_followup}->id);
275 $self->{note_followup_link}->trans_id($self->{cv}->id);
276 $self->{note_followup_link}->save();
278 SL::Helper::Flash::flash_later('info', $::locale->text('Follow-Up saved.'));
281 $self->{shipto}->trans_id($self->{cv}->id);
282 if(any { $self->{shipto}->$_ ne '' } qw(shiptoname shiptodepartment_1 shiptodepartment_2 shiptostreet shiptozipcode shiptocity shiptocountry shiptogln shiptocontact shiptophone shiptofax shiptoemail)) {
283 $self->{shipto}->save(cascade => 1);
286 if ($self->is_customer && any { $self->{additional_billing_address}->$_ ne '' } grep { $_ ne 'default_address' } @ADDITIONAL_BILLING_ADDRESS_COLUMNS) {
287 $self->{additional_billing_address}->customer_id($self->{cv}->id);
288 $self->{additional_billing_address}->save(cascade => 1);
290 # Make sure only one address per customer has "default address" set.
291 if ($self->{additional_billing_address}->default_address) {
292 SL::DB::Manager::AdditionalBillingAddress->update_all(
293 set => { default_address => 0, },
295 customer_id => $self->{cv}->id,
296 '!id' => $self->{additional_billing_address}->id,
301 my $snumbers = $self->is_vendor() ? 'vendornumber_'. $self->{cv}->vendornumber : 'customernumber_'. $self->{cv}->customernumber;
302 SL::DB::History->new(
303 trans_id => $self->{cv}->id,
304 snumbers => $snumbers,
305 employee_id => SL::DB::Manager::Employee->current->id,
309 if ( $::form->{delete_notes} ) {
310 foreach my $note_id (@{ $::form->{delete_notes} }) {
311 my $note = SL::DB::Note->new(id => $note_id)->load();
312 if ( $note->follow_up ) {
313 if ( $note->follow_up->follow_up_link ) {
314 $note->follow_up->follow_up_link->delete(cascade => 'delete');
316 $note->follow_up->delete(cascade => 'delete');
318 $note->delete(cascade => 'delete');
323 }) || die($db->error);
332 my @redirect_params = (
334 id => $self->{cv}->id,
335 db => ($self->is_vendor() ? 'vendor' : 'customer'),
338 if ( $self->{contact}->cp_id ) {
339 push(@redirect_params, contact_id => $self->{contact}->cp_id);
342 if ( $self->{shipto}->shipto_id ) {
343 push(@redirect_params, shipto_id => $self->{shipto}->shipto_id);
346 if ( $self->is_customer && $self->{additional_billing_address}->id ) {
347 push(@redirect_params, additional_billing_address_id => $self->{additional_billing_address}->id);
350 $self->redirect_to(@redirect_params);
353 sub action_save_and_close {
358 my $msg = $self->is_vendor() ? $::locale->text('Vendor saved') : $::locale->text('Customer saved');
359 $::form->redirect($msg);
363 my ($self, $script) = @_;
365 $::auth->assert('gl_transactions | ap_transactions | ar_transactions'.
366 '| invoice_edit | vendor_invoice_edit | ' .
367 ' request_quotation_edit | sales_quotation_edit | sales_order_edit | purchase_order_edit');
371 my $name = $::form->escape($self->{cv}->name, 1);
372 my $db = $self->is_vendor() ? 'vendor' : 'customer';
375 if ($::instance_conf->get_feature_experimental_order && 'oe.pl' eq $script) {
376 $script = 'controller.pl';
377 $action = 'Order/' . $action;
380 my $url = $self->url_for(
381 controller => $script,
384 $db .'_id' => $self->{cv}->id,
386 type => $::form->{type},
387 callback => $::form->{callback},
390 print $::form->redirect_header($url);
393 sub action_save_and_ar_transaction {
396 $main::auth->assert('ar_transactions');
398 $self->_transaction('ar.pl');
401 sub action_save_and_ap_transaction {
404 $main::auth->assert('ap_transactions');
406 $self->_transaction('ap.pl');
409 sub action_save_and_invoice {
412 if ( $self->is_vendor() ) {
413 $::auth->assert('vendor_invoice_edit');
415 $::auth->assert('invoice_edit');
418 $::form->{type} = 'invoice';
419 $self->_transaction($self->is_vendor() ? 'ir.pl' : 'is.pl');
422 sub action_save_and_order {
425 if ( $self->is_vendor() ) {
426 $::auth->assert('purchase_order_edit');
428 $::auth->assert('sales_order_edit');
431 $::form->{type} = $self->is_vendor() ? 'purchase_order' : 'sales_order';
432 $self->_transaction('oe.pl');
435 sub action_save_and_rfq {
438 $::auth->assert('request_quotation_edit');
440 $::form->{type} = 'request_quotation';
441 $self->_transaction('oe.pl');
444 sub action_save_and_quotation {
447 $::auth->assert('sales_quotation_edit');
449 $::form->{type} = 'sales_quotation';
450 $self->_transaction('oe.pl');
456 my $db = $self->{cv}->db;
458 if( !$self->is_orphaned() ) {
459 $self->action_edit();
462 $db->with_transaction(sub {
463 $self->{cv}->delete(cascade => 1);
465 my $snumbers = $self->is_vendor() ? 'vendornumber_'. $self->{cv}->vendornumber : 'customernumber_'. $self->{cv}->customernumber;
466 SL::DB::History->new(
467 trans_id => $self->{cv}->id,
468 snumbers => $snumbers,
469 employee_id => SL::DB::Manager::Employee->current->id,
470 addition => 'DELETED',
472 }) || die($db->error);
474 my $msg = $self->is_vendor() ? $::locale->text('Vendor deleted!') : $::locale->text('Customer deleted!');
475 $::form->redirect($msg);
481 sub action_delete_contact {
484 my $db = $self->{contact}->db;
486 if ( !$self->{contact}->cp_id ) {
487 SL::Helper::Flash::flash('error', $::locale->text('No contact selected to delete'));
490 $db->with_transaction(sub {
491 if ( $self->{contact}->used ) {
492 $self->{contact}->detach();
493 $self->{contact}->save();
494 SL::Helper::Flash::flash('info', $::locale->text('Contact is in use and was flagged invalid.'));
496 $self->{contact}->delete(cascade => 1);
497 SL::Helper::Flash::flash('info', $::locale->text('Contact deleted.'));
501 }) || die($db->error);
503 $self->{contact} = $self->_new_contact_object;
506 $self->action_edit();
509 sub action_delete_shipto {
512 my $db = $self->{shipto}->db;
514 if ( !$self->{shipto}->shipto_id ) {
515 SL::Helper::Flash::flash('error', $::locale->text('No shipto selected to delete'));
518 $db->with_transaction(sub {
519 if ( $self->{shipto}->used ) {
520 $self->{shipto}->detach();
521 $self->{shipto}->save(cascade => 1);
522 SL::Helper::Flash::flash('info', $::locale->text('Shipto is in use and was flagged invalid.'));
524 $self->{shipto}->delete(cascade => 1);
525 SL::Helper::Flash::flash('info', $::locale->text('Shipto deleted.'));
529 }) || die($db->error);
531 $self->{shipto} = SL::DB::Shipto->new();
534 $self->action_edit();
537 sub action_delete_additional_billing_address {
540 my $db = $self->{additional_billing_address}->db;
542 if ( !$self->{additional_billing_address}->id ) {
543 SL::Helper::Flash::flash('error', $::locale->text('No address selected to delete'));
545 $db->with_transaction(sub {
546 if ( $self->{additional_billing_address}->used ) {
547 $self->{additional_billing_address}->detach;
548 $self->{additional_billing_address}->save(cascade => 1);
549 SL::Helper::Flash::flash('info', $::locale->text('Address is in use and was flagged invalid.'));
551 $self->{additional_billing_address}->delete(cascade => 1);
552 SL::Helper::Flash::flash('info', $::locale->text('Address deleted.'));
556 }) || die($db->error);
558 $self->{additional_billing_address} = SL::DB::AdditionalBillingAddress->new;
568 controller => 'ct.pl',
570 db => $self->is_vendor() ? 'vendor' : 'customer',
573 if ( $::form->{callback} ) {
574 push(@url_params, callback => $::form->{callback});
577 $self->redirect_to(@url_params);
581 sub action_search_contact {
584 my $url = 'ct.pl?action=search_contact&db=customer';
586 if ( $::form->{callback} ) {
587 $url .= '&callback='. $::form->escape($::form->{callback});
590 print $::form->redirect_header($url);
593 sub action_get_delivery {
596 $::auth->assert('sales_all_edit') if $self->is_customer();
597 $::auth->assert('purchase_all_edit') if $self->is_vendor();
599 my $dbh = $::form->get_standard_dbh();
601 my ($arap, $db, $qty_sign);
602 if ( $self->is_vendor() ) {
605 $qty_sign = ' * -1 AS qty';
612 my $where = ' WHERE 1=1';
615 if ( !$self->is_vendor() && $::form->{shipto_id} && $::form->{shipto_id} ne 'all' ) {
616 $where .= " AND ${arap}.shipto_id = ?";
617 push(@values, $::form->{shipto_id});
619 $where .= " AND ${arap}.${db}_id = ?";
620 push(@values, $::form->{id});
623 if ( $::form->{delivery_from} ) {
624 $where .= " AND ${arap}.transdate >= ?";
625 push(@values, conv_date($::form->{delivery_from}));
628 if ( $::form->{delivery_to} ) {
629 $where .= " AND ${arap}.transdate <= ?";
630 push(@values, conv_date($::form->{delivery_to}));
649 ON ". ($arap eq 'ar' ? '(ar.shipto_id = s.shipto_id) ' : '(ap.id = s.trans_id) ') ."
652 ON ${arap}.id = i.trans_id
658 ON (oe.ordnumber = ${arap}.ordnumber AND NOT ${arap}.ordnumber = ''
659 AND ". ($arap eq 'ar' ? 'oe.customer_id IS NOT NULL' : 'oe.vendor_id IS NOT NULL') ." )
662 ORDER BY ${arap}.transdate DESC LIMIT 15";
664 $self->{delivery} = selectall_hashref_query($::form, $dbh, $query, @values);
666 $self->render('customer_vendor/get_delivery', { layout => 0 });
669 sub action_ajaj_get_shipto {
676 my $name = 'shipto'. $_;
677 $name => $self->{shipto}->$name;
679 qw(_id name department_1 department_2 street zipcode city gln country contact phone fax email)
683 $data->{shipto_cvars} = $self->_prepare_cvar_configs_for_ajaj($self->{shipto}->cvars_by_config);
685 $self->render(\SL::JSON::to_json($data), { type => 'json', process => 0 });
688 sub action_ajaj_get_additional_billing_address {
692 additional_billing_address => {
693 map { ($_ => $self->{additional_billing_address}->$_) } ('id', @ADDITIONAL_BILLING_ADDRESS_COLUMNS)
697 $self->render(\SL::JSON::to_json($data), { type => 'json', process => 0 });
700 sub action_ajaj_get_contact {
708 my $name = 'cp_'. $_;
710 if ( $_ eq 'birthday' && $self->{contact}->$name ) {
711 $name => $self->{contact}->$name->to_lxoffice;
713 $name => $self->{contact}->$name;
717 id gender abteilung title position givenname name email phone1 phone2 fax mobile1 mobile2
718 satphone satfax project street zipcode city privatphone privatemail birthday main
723 $data->{contact_cvars} = $self->_prepare_cvar_configs_for_ajaj($self->{contact}->cvars_by_config);
725 # avoid two or more main_cp
726 my $has_main_cp = grep { $_->cp_main == 1 } @{ $self->{cv}->contacts };
727 $data->{contact}->{disable_cp_main} = 1 if ($has_main_cp && !$data->{contact}->{cp_main});
729 $self->render(\SL::JSON::to_json($data), { type => 'json', process => 0 });
732 sub action_ajaj_autocomplete {
733 my ($self, %params) = @_;
735 my ($model, $manager, $number, $matches);
737 # first see if this is customer or vendor picking
738 if ($::form->{type} eq 'customer') {
739 $model = $self->customer_models;
740 $manager = 'SL::DB::Manager::Customer';
741 $number = 'customernumber';
742 } elsif ($::form->{type} eq 'vendor') {
743 $model = $self->vendor_models;
744 $manager = 'SL::DB::Manager::Vendor';
745 $number = 'vendornumber';
747 die "unknown type $::form->{type}";
750 # if someone types something, and hits enter, assume he entered the full name.
751 # if something matches, treat that as the sole match
752 # unfortunately get_models can't do more than one per package atm, so we do it
753 # the oldfashioned way.
754 if ($::form->{prefer_exact}) {
756 if (1 == scalar @{ $exact_matches = $manager->get_all(
760 name => { ilike => $::form->{filter}{'all:substr:multi::ilike'} },
761 $number => { ilike => $::form->{filter}{'all:substr:multi::ilike'} },
766 $matches = $exact_matches;
770 $matches //= $model->get;
774 value => $_->displayable_name,
775 label => $_->displayable_name,
777 $number => $_->$number,
779 type => $::form->{type},
780 cvars => { map { ($_->config->name => { value => $_->value_as_text, is_valid => $_->is_valid }) } @{ $_->cvars_by_config } },
784 $self->render(\ SL::JSON::to_json(\@hashes), { layout => 0, type => 'json', process => 0 });
787 sub action_test_page {
788 $_[0]->render('customer_vendor/test_page');
791 sub action_ajax_list_prices {
792 my ($self, %params) = @_;
794 my $report = SL::ReportGenerator->new(\%::myconfig, $::form);
795 my @columns = qw(partnumber description price);
796 my @visible = qw(partnumber description price);
797 my @sortable = qw(partnumber description price);
800 partnumber => { text => $::locale->text('Part Number'), sub => sub { $_[0]->parts->partnumber } },
801 description => { text => $::locale->text('Part Description'), sub => sub { $_[0]->parts->description } },
802 price => { text => $::locale->text('Price'), sub => sub { $::form->format_amount(\%::myconfig, $_[0]->price, 2) }, align => 'right' },
805 $::form->{sort_by} ||= 'partnumber';
806 $::form->{sort_dir} //= 1;
808 for my $col (@sortable) {
809 $column_defs{$col}{link} = $self->url_for(
810 action => 'ajax_list_prices',
811 callback => $::form->{callback},
813 id => $self->{cv}->id,
815 sort_dir => ($::form->{sort_by} eq $col ? 1 - $::form->{sort_dir} : $::form->{sort_dir})
819 map { $column_defs{$_}{visible} = 1 } @visible;
822 $pricegroup = $self->{cv}->pricegroup->pricegroup if $self->{cv}->pricegroup;
824 $report->set_columns(%column_defs);
825 $report->set_column_order(@columns);
826 $report->set_options(allow_pdf_export => 0, allow_csv_export => 0);
827 $report->set_sort_indicator($::form->{sort_by}, $::form->{sort_dir});
828 $report->set_export_options(@{ $params{report_generator_export_options} || [] });
829 $report->set_options(
830 %{ $params{report_generator_options} || {} },
831 output_format => 'HTML',
832 top_info_text => $::locale->text('Pricegroup') . ': ' . $pricegroup,
833 title => $::locale->text('Price List'),
836 my $sort_param = $::form->{sort_by} eq 'price' ? 'price' :
837 $::form->{sort_by} eq 'description' ? 'parts.description' :
839 $sort_param .= ' ' . ($::form->{sort_dir} ? 'ASC' : 'DESC');
840 my $prices = SL::DB::Manager::Price->get_all(where => [ pricegroup_id => $self->{cv}->pricegroup_id ],
841 sort_by => $sort_param,
842 with_objects => 'parts');
844 $self->report_generator_list_objects(report => $report, objects => $prices, layout => 0, header => 0);
848 return $::form->{db} eq 'vendor';
852 return $::form->{db} eq 'customer';
858 if ( defined($self->{_is_orphaned}) ) {
859 return $self->{_is_orphaned};
862 my $arap = $self->is_vendor ? 'ap' : 'ar';
865 my $cv = $self->is_vendor ? 'vendor' : 'customer';
869 FROM '. $arap .' AS a
870 JOIN '. $cv .' ct ON (a.'. $cv .'_id = ct.id)
877 JOIN '. $cv .' ct ON (a.'. $cv .'_id = ct.id)
883 FROM delivery_orders a
884 JOIN '. $cv .' ct ON (a.'. $cv .'_id = ct.id)
888 if ( $self->is_vendor ) {
891 SELECT 1 FROM makemodel mm WHERE mm.make = ?';
895 my ($dummy) = selectrow_query($::form, $::form->get_standard_dbh(), $query, (conv_i($self->{cv}->id)) x $num_args);
897 return $self->{_is_orphaned} = !$dummy;
900 sub _copy_form_to_cvars {
901 my ($self, %params) = @_;
903 foreach my $cvar (@{ $params{target}->cvars_by_config }) {
904 my $value = $params{source}->{$cvar->config->name};
905 $value = $::form->parse_amount(\%::myconfig, $value) if $cvar->config->type eq 'number';
907 $cvar->value($value);
911 sub _instantiate_args {
914 my $curr_employee = SL::DB::Manager::Employee->current;
916 if ( $::form->{cv}->{id} ) {
917 if ( $self->is_vendor() ) {
918 $self->{cv} = SL::DB::Vendor->new(id => $::form->{cv}->{id})->load();
920 $self->{cv} = SL::DB::Customer->new(id => $::form->{cv}->{id})->load();
923 $self->{cv} = $self->_new_customer_vendor_object;
925 $self->{cv}->assign_attributes(%{$::form->{cv}});
927 if ( $self->is_customer() && $::form->{cv}->{taxincluded_checked} eq '' ) {
928 $self->{cv}->taxincluded_checked(undef);
931 $self->{cv}->hourly_rate($::instance_conf->get_customer_hourly_rate) if $self->is_customer && !$self->{cv}->hourly_rate;
933 if ( $::form->{note}->{id} ) {
934 $self->{note} = SL::DB::Note->new(id => $::form->{note}->{id})->load();
935 $self->{note_followup} = $self->{note}->follow_up;
936 $self->{note_followup_link} = $self->{note_followup}->follow_up_link;
938 $self->{note} = SL::DB::Note->new();
939 $self->{note_followup} = SL::DB::FollowUp->new();
940 $self->{note_followup_link} = SL::DB::FollowUpLink->new();
943 $self->{note}->assign_attributes(%{$::form->{note}});
944 $self->{note}->created_by($curr_employee->id);
945 $self->{note}->trans_module('ct');
947 $self->{note_followup}->assign_attributes(%{$::form->{note_followup}});
948 $self->{note_followup}->note($self->{note});
949 $self->{note_followup}->created_by($curr_employee->id);
951 $self->{note_followup_link}->trans_type($self->is_vendor() ? 'vendor' : 'customer');
952 $self->{note_followup_link}->trans_info($self->{cv}->name);
954 if ( $::form->{shipto}->{shipto_id} ) {
955 $self->{shipto} = SL::DB::Shipto->new(shipto_id => $::form->{shipto}->{shipto_id})->load();
957 $self->{shipto} = SL::DB::Shipto->new();
959 $self->{shipto}->assign_attributes(%{$::form->{shipto}});
960 $self->{shipto}->module('CT');
962 if ($self->is_customer) {
963 if ( $::form->{additional_billing_address}->{id} ) {
964 $self->{additional_billing_address} = SL::DB::AdditionalBillingAddress->new(id => $::form->{additional_billing_address}->{id})->load;
966 $self->{additional_billing_address} = SL::DB::AdditionalBillingAddress->new;
968 $self->{additional_billing_address}->assign_attributes(%{ $::form->{additional_billing_address} });
971 if ( $::form->{contact}->{cp_id} ) {
972 $self->{contact} = SL::DB::Contact->new(cp_id => $::form->{contact}->{cp_id})->load();
974 $self->{contact} = $self->_new_contact_object;
976 $self->{contact}->assign_attributes(%{$::form->{contact}});
978 $self->_copy_form_to_cvars(target => $self->{cv}, source => $::form->{cv_cvars});
979 $self->_copy_form_to_cvars(target => $self->{contact}, source => $::form->{contact_cvars});
980 $self->_copy_form_to_cvars(target => $self->{shipto}, source => $::form->{shipto_cvars});
983 sub _load_customer_vendor {
986 if ( $self->is_vendor() ) {
987 $self->{cv} = SL::DB::Vendor->new(id => $::form->{id})->load();
989 $self->{cv} = SL::DB::Customer->new(id => $::form->{id})->load();
992 if ( $::form->{note_id} ) {
993 $self->{note} = SL::DB::Note->new(id => $::form->{note_id})->load();
994 $self->{note_followup} = $self->{note}->follow_up;
995 $self->{note_followup_link} = $self->{note_followup}->follow_up_link;
997 $self->{note} = SL::DB::Note->new();
998 $self->{note_followup} = SL::DB::FollowUp->new();
999 $self->{note_followup_link} = SL::DB::FollowUpLink->new();
1002 if ( $::form->{shipto_id} ) {
1003 $self->{shipto} = SL::DB::Shipto->new(shipto_id => $::form->{shipto_id})->load();
1005 if ( $self->{shipto}->trans_id != $self->{cv}->id ) {
1006 die($::locale->text('Error'));
1009 $self->{shipto} = SL::DB::Shipto->new();
1012 if ($self->is_customer) {
1013 if ( $::form->{additional_billing_address_id} ) {
1014 $self->{additional_billing_address} = SL::DB::AdditionalBillingAddress->new(id => $::form->{additional_billing_address_id})->load;
1015 die($::locale->text('Error')) if $self->{additional_billing_address}->customer_id != $self->{cv}->id;
1018 $self->{additional_billing_address} = SL::DB::AdditionalBillingAddress->new;
1022 if ( $::form->{contact_id} ) {
1023 $self->{contact} = SL::DB::Contact->new(cp_id => $::form->{contact_id})->load();
1025 if ( $self->{contact}->cp_cv_id != $self->{cv}->id ) {
1026 die($::locale->text('Error'));
1029 $self->{contact} = $self->_new_contact_object;
1033 sub _may_access_action {
1034 my ($self, $action) = @_;
1036 my $is_new = !$self->{cv} || !$self->{cv}->id;
1037 my $is_own_customer = !$is_new
1038 && $self->{cv}->is_customer
1039 && (SL::DB::Manager::Employee->current->id == $self->{cv}->salesman_id);
1040 my $has_edit_rights = $::auth->assert('customer_vendor_all_edit', 1);
1041 $has_edit_rights ||= $::auth->assert('customer_vendor_edit', 1) && ($is_new || $is_own_customer);
1042 my $needs_edit_rights = $action =~ m{^(?:add|save|delete|update)};
1044 $self->user_has_edit_rights($has_edit_rights);
1046 return 1 if $has_edit_rights;
1047 return 0 if $needs_edit_rights;
1052 my ($self, $action) = @_;
1054 if (!$self->_may_access_action($action)) {
1055 $::auth->deny_access;
1059 sub _create_customer_vendor {
1062 $self->{cv} = $self->_new_customer_vendor_object;
1063 $self->{cv}->currency_id($::instance_conf->get_currency_id());
1065 $self->{note} = SL::DB::Note->new();
1067 $self->{note_followup} = SL::DB::FollowUp->new();
1069 $self->{shipto} = SL::DB::Shipto->new();
1070 $self->{additional_billing_address} = SL::DB::AdditionalBillingAddress->new if $self->is_customer;
1072 $self->{contact} = $self->_new_contact_object;
1078 my $dbh = $::form->get_standard_dbh();
1082 $self->{all_business} = SL::DB::Manager::Business->get_all();
1084 $self->{all_employees} = SL::DB::Manager::Employee->get_all(query => [ deleted => 0 ]);
1086 $self->{all_greetings} = SL::DB::Manager::Greeting->get_all_sorted();
1087 if ($self->{cv}->id && $self->{cv}->greeting && !grep {$self->{cv}->greeting eq $_->description} @{$self->{all_greetings}}) {
1088 unshift @{$self->{all_greetings}}, (SL::DB::Greeting->new(description => $self->{cv}->greeting));
1091 $self->{all_contact_titles} = SL::DB::Manager::ContactTitle->get_all_sorted();
1092 foreach my $contact (@{ $self->{cv}->contacts }) {
1093 if ($contact->cp_title && !grep {$contact->cp_title eq $_->description} @{$self->{all_contact_titles}}) {
1094 unshift @{$self->{all_contact_titles}}, (SL::DB::ContactTitle->new(description => $contact->cp_title));
1098 $self->{all_contact_departments} = SL::DB::Manager::ContactDepartment->get_all_sorted();
1099 foreach my $contact (@{ $self->{cv}->contacts }) {
1100 if ($contact->cp_abteilung && !grep {$contact->cp_abteilung eq $_->description} @{$self->{all_contact_departments}}) {
1101 unshift @{$self->{all_contact_departments}}, (SL::DB::ContactDepartment->new(description => $contact->cp_abteilung));
1105 $self->{all_currencies} = SL::DB::Manager::Currency->get_all();
1107 $self->{all_languages} = SL::DB::Manager::Language->get_all();
1109 $self->{all_taxzones} = SL::DB::Manager::TaxZone->get_all_sorted();
1111 if ( $::instance_conf->get_vertreter() ) {
1116 my $business_ids = [
1119 selectall_hashref_query($::form, $dbh, $query)
1123 if ( $business_ids->[0] ) {
1124 $self->{all_salesman_customers} = SL::DB::Manager::Customer->get_all(query => [business_id => $business_ids]);
1126 $self->{all_salesman_customers} = [];
1129 $self->{all_salesmen} = SL::DB::Manager::Employee->get_all(query => [ or => [ id => $self->{cv}->salesman_id, deleted => 0 ] ]);
1132 $self->{all_payment_terms} = SL::DB::Manager::PaymentTerm->get_all_sorted(where => [ or => [ id => $self->{cv}->payment_id,
1135 $self->{all_delivery_terms} = SL::DB::Manager::DeliveryTerm->get_all();
1137 if ($self->{cv}->is_customer) {
1138 $self->{all_pricegroups} = SL::DB::Manager::Pricegroup->get_all_sorted(query => [ or => [ id => $self->{cv}->pricegroup_id, obsolete => 0 ] ]);
1141 $self->{contacts} = $self->{cv}->contacts;
1142 $self->{contacts} ||= [];
1144 $self->{shiptos} = $self->{cv}->shipto;
1145 $self->{shiptos} ||= [];
1147 if ($self->is_customer) {
1148 $self->{additional_billing_addresses} = $self->{cv}->additional_billing_addresses;
1149 $self->{additional_billing_addresses} ||= [];
1152 $self->{notes} = SL::DB::Manager::Note->get_all(
1154 trans_id => $self->{cv}->id,
1155 trans_module => 'ct',
1157 with_objects => ['follow_up'],
1160 if ( $self->is_vendor()) {
1161 $self->{open_items} = SL::DB::Manager::PurchaseInvoice->get_all_count(
1163 vendor_id => $self->{cv}->id,
1164 paid => {lt_sql => 'amount'},
1168 $self->{open_items} = SL::DB::Manager::Invoice->get_all_count(
1170 customer_id => $self->{cv}->id,
1171 paid => {lt_sql => 'amount'},
1176 if ( $self->is_vendor() ) {
1177 $self->{open_orders} = SL::DB::Manager::Order->get_all_count(
1179 vendor_id => $self->{cv}->id,
1184 $self->{open_orders} = SL::DB::Manager::Order->get_all_count(
1186 customer_id => $self->{cv}->id,
1192 if ($self->{cv}->number && $::instance_conf->get_webdav) {
1193 my $webdav = SL::Webdav->new(
1194 type => $self->is_customer ? 'customer'
1195 : $self->is_vendor ? 'vendor'
1197 number => $self->{cv}->number,
1199 my @all_objects = $webdav->get_all_objects;
1200 @{ $self->{template_args}->{WEBDAV} } = map { { name => $_->filename,
1202 link => File::Spec->catfile($_->full_filedescriptor),
1206 $self->{template_args} ||= {};
1208 $::request->{layout}->add_javascripts("$_.js") for qw (kivi.CustomerVendor kivi.File kivi.CustomerVendorTurnover ckeditor/ckeditor ckeditor/adapters/jquery);
1210 $self->_setup_form_action_bar;
1213 sub _setup_form_action_bar {
1216 my $no_rights = $self->user_has_edit_rights ? undef
1217 : $self->{cv}->is_customer ? t8("You don't have the rights to edit this customer.")
1218 : t8("You don't have the rights to edit this vendor.");
1220 for my $bar ($::request->layout->get('actionbar')) {
1225 submit => [ '#form', { action => "CustomerVendor/save" } ],
1226 checks => [ 'check_taxzone_and_ustid' ],
1227 accesskey => 'enter',
1228 disabled => $no_rights,
1231 t8('Save and Close'),
1232 submit => [ '#form', { action => "CustomerVendor/save_and_close" } ],
1233 checks => [ 'check_taxzone_and_ustid' ],
1234 disabled => $no_rights,
1236 ], # end of combobox "Save"
1239 action => [ t8('Workflow') ],
1241 t8('Save and AP Transaction'),
1242 submit => [ '#form', { action => "CustomerVendor/save_and_ap_transaction" } ],
1243 checks => [ 'check_taxzone_and_ustid' ],
1244 disabled => $no_rights,
1245 ]) x !!$self->is_vendor,
1247 t8('Save and AR Transaction'),
1248 submit => [ '#form', { action => "CustomerVendor/save_and_ar_transaction" } ],
1249 checks => [ 'check_taxzone_and_ustid' ],
1250 disabled => $no_rights,
1251 ]) x !$self->is_vendor,
1253 t8('Save and Invoice'),
1254 submit => [ '#form', { action => "CustomerVendor/save_and_invoice" } ],
1255 checks => [ 'check_taxzone_and_ustid' ],
1256 disabled => $no_rights,
1259 t8('Save and Order'),
1260 submit => [ '#form', { action => "CustomerVendor/save_and_order" } ],
1261 checks => [ 'check_taxzone_and_ustid' ],
1262 disabled => $no_rights,
1266 submit => [ '#form', { action => "CustomerVendor/save_and_rfq" } ],
1267 checks => [ 'check_taxzone_and_ustid' ],
1268 disabled => $no_rights,
1269 ]) x !!$self->is_vendor,
1271 t8('Save and Quotation'),
1272 submit => [ '#form', { action => "CustomerVendor/save_and_quotation" } ],
1273 checks => [ 'check_taxzone_and_ustid' ],
1274 disabled => $no_rights,
1275 ]) x !$self->is_vendor,
1276 ], # end of combobox "Workflow"
1280 submit => [ '#form', { action => "CustomerVendor/delete" } ],
1281 confirm => t8('Do you really want to delete this object?'),
1282 disabled => !$self->{cv}->id ? t8('This object has not been saved yet.')
1283 : !$self->is_orphaned ? t8('This object has already been used.')
1291 call => [ 'kivi.CustomerVendor.showHistoryWindow', $self->{cv}->id ],
1292 disabled => !$self->{cv}->id ? t8('This object has not been saved yet.') : undef,
1298 sub _prepare_cvar_configs_for_ajaj {
1299 my ($self, $cvars) = @_;
1304 my $result = { type => $cvar->config->type };
1306 if ($cvar->config->type eq 'number') {
1307 $result->{value} = $::form->format_amount(\%::myconfig, $cvar->value, -2);
1309 } elsif ($result->{type} eq 'date') {
1310 $result->{value} = $cvar->value ? $cvar->value->to_kivitendo : undef;
1312 } elsif ($result->{type} =~ m{customer|vendor|part}) {
1313 my $object = $cvar->value;
1314 my $method = $result->{type} eq 'part' ? 'description' : 'name';
1316 $result->{id} = int($cvar->number_value) || undef;
1317 $result->{value} = $object ? $object->$method // '' : '';
1320 $result->{value} = $cvar->value;
1323 ( $cvar->config->name => $result )
1325 } grep { $_->is_valid } @{ $cvars }
1329 sub normalize_name {
1332 # check if feature is enabled (select normalize_vc_names from defaults)
1333 return unless ($::instance_conf->get_normalize_vc_names);
1335 return unless $self->{cv};
1336 my $name = $self->{cv}->name;
1340 $self->{cv}->name($name);
1343 sub home_address_for_google_maps {
1346 my $address = $::instance_conf->get_address // '';
1347 $address =~ s{^\s+|\s+$|\r+}{}g;
1348 $address =~ s{\n+}{,}g;
1349 $address =~ s{\s+}{ }g;
1354 sub init_customer_models {
1357 SL::Controller::Helper::GetModels->new(
1358 controller => $self,
1359 model => 'Customer',
1362 by => 'customernumber',
1365 customernumber => t8('Customer Number'),
1370 sub init_vendor_models {
1373 SL::Controller::Helper::GetModels->new(
1374 controller => $self,
1378 by => 'vendornumber',
1381 vendornumber => t8('Vendor Number'),
1386 sub init_zugferd_settings {
1388 [ -1, t8('Use settings from client configuration') ],
1389 @SL::ZUGFeRD::customer_settings,
1393 sub _new_customer_vendor_object {
1396 my $class = 'SL::DB::' . ($self->is_vendor ? 'Vendor' : 'Customer');
1397 my $object = $class->new(
1400 custom_variables => [],
1403 $object->additional_billing_addresses([]) if $self->is_customer;
1408 sub _new_contact_object {
1411 return SL::DB::Contact->new(custom_variables => []);