--- /dev/null
+package SL::Controller::CustomerVendorTurnover;
+use strict;
+use parent qw(SL::Controller::Base);
+use SL::DBUtils;
+use SL::DB::AccTransaction;
+use SL::DB::Invoice;
+use SL::DB::Order;
+use SL::DB::EmailJournal;
+use SL::DB::Letter;
+use SL::DB;
+
+__PACKAGE__->run_before('check_auth');
+
+sub action_list_turnover {
+ my ($self) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+ my $cv = $::form->{id};
+ my $open_invoices;
+ if ( $::form->{db} eq 'customer' ) {
+ $open_invoices = SL::DB::Manager::Invoice->get_all(
+ query => [
+ customer_id => $cv,
+ or => [
+ amount => { gt => \'paid'},
+ amount => { lt => \'paid'},
+ ],
+ ],
+ sort_by => 'transdate DESC',
+ with_objects => [ 'dunnings' ],
+ );
+ } else {
+ $open_invoices = SL::DB::Manager::PurchaseInvoice->get_all(
+ query => [
+ vendor_id => $cv,
+ or => [
+ amount => { gt => \'paid'},
+ amount => { lt => \'paid'},
+ ],
+ ],
+ sort_by => 'transdate DESC',
+ );
+ }
+ my $open_items;
+ if (@{$open_invoices}) {
+ $open_items = $self->_list_open_items($open_invoices);
+ }
+ my $open_orders = $self->_get_open_orders;
+ return $self->render('customer_vendor_turnover/turnover', { header => 0 },
+ open_orders => $open_orders,
+ open_items => $open_items,
+ id => $cv,
+ );
+}
+
+sub _list_open_items {
+ my ($self, $open_items) = @_;
+
+ return $self->render('customer_vendor_turnover/_list_open_items', { output => 0 },
+ OPEN_ITEMS => $open_items,
+ title => $::locale->text('Open Items'),
+ );
+}
+
+sub action_count_open_items_by_year {
+ my ($self) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+ my $dbh = SL::DB->client->dbh;
+
+ my $cv = $::form->{id};
+
+ my $query = <<SQL;
+ SELECT EXTRACT (YEAR FROM d.transdate),
+ count(d.id),
+ max(d.dunning_level)
+ FROM dunning d
+LEFT JOIN ar a ON a.id = d.trans_id
+LEFT JOIN customer c ON a.customer_id = c.id
+ WHERE c.id = ?
+ GROUP BY EXTRACT (YEAR FROM d.transdate), c.id
+ ORDER BY date_part DESC
+SQL
+
+ $self->{dun_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
+ $self->render('customer_vendor_turnover/count_open_items_by_year', { layout => 0 });
+}
+
+sub action_count_open_items_by_month {
+
+ my ($self) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+ my $dbh = SL::DB->client->dbh;
+
+ my $cv = $::form->{id};
+
+ my $query = <<SQL;
+ SELECT CONCAT(EXTRACT (MONTH FROM d.transdate),'/',EXTRACT (YEAR FROM d.transdate)) AS date_part,
+ count(d.id),
+ max(d.dunning_level)
+ FROM dunning d
+LEFT JOIN ar a ON a.id = d.trans_id
+LEFT JOIN customer c ON a.customer_id = c.id
+ WHERE c.id = ?
+ GROUP BY EXTRACT (YEAR FROM d.transdate), EXTRACT (MONTH FROM d.transdate), c.id
+ ORDER BY EXTRACT (YEAR FROM d.transdate) DESC
+SQL
+
+ $self->{dun_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
+ $self->render('customer_vendor_turnover/count_open_items_by_year', { layout => 0 });
+}
+
+sub action_turnover_by_month {
+
+ my ($self) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+ my $dbh = SL::DB->client->dbh;
+ my $cv = $::form->{id};
+ my ($db, $cv_type);
+ if ($::form->{db} eq 'customer') {
+ $db = "ar";
+ $cv_type = "customer_id";
+ } else {
+ $db = "ap";
+ $cv_type = "vendor_id";
+ }
+ my $query = <<SQL;
+ SELECT CONCAT(EXTRACT (MONTH FROM transdate),'/',EXTRACT (YEAR FROM transdate)) as date_part,
+ count(id) as count,
+ sum(amount) as amount,
+ sum(netamount) as netamount,
+ sum(paid) as paid
+ FROM $db WHERE $cv_type = ?
+GROUP BY EXTRACT (YEAR FROM transdate), EXTRACT (MONTH FROM transdate)
+ORDER BY EXTRACT (YEAR FROM transdate) DESC, EXTRACT (MONTH FROM transdate) DESC
+SQL
+ $self->{turnover_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
+ $self->render('customer_vendor_turnover/count_turnover', { layout => 0 });
+}
+
+sub action_turnover_by_year {
+ my ($self) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+ my $dbh = SL::DB->client->dbh;
+ my $cv = $::form->{id};
+ my ($db, $cv_type);
+ if ($::form->{db} eq 'customer') {
+ $db = "ar";
+ $cv_type = "customer_id";
+ } else {
+ $db = "ap";
+ $cv_type = "vendor_id";
+ }
+ my $query = <<SQL;
+ SELECT EXTRACT (YEAR FROM transdate) as date_part,
+ count(id) as count,
+ sum(amount) as amount,
+ sum(netamount) as netamount,
+ sum(paid) as paid
+ FROM $db WHERE $cv_type = ?
+GROUP BY date_part
+ORDER BY date_part DESC
+SQL
+ $self->{turnover_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
+ $self->render('customer_vendor_turnover/count_turnover', { layout => 0 });
+}
+
+sub action_get_invoices {
+ my ($self) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+ my $cv = $::form->{id};
+ my $invoices;
+ if ( $::form->{db} eq 'customer' ) {
+ $invoices = SL::DB::Manager::Invoice->get_all(
+ query => [ customer_id => $cv, ],
+ sort_by => 'transdate DESC',
+ );
+ } else {
+ $invoices = SL::DB::Manager::PurchaseInvoice->get_all(
+ query => [ vendor_id => $cv, ],
+ sort_by => 'transdate DESC',
+ );
+ }
+ $self->render('customer_vendor_turnover/invoices_statistic', { layout => 0 }, invoices => $invoices);
+}
+
+sub action_get_orders {
+ my ($self) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+ my $cv = $::form->{id};
+ my $orders;
+ my $type = $::form->{type};
+ if ( $::form->{db} eq 'customer' ) {
+ $orders = SL::DB::Manager::Order->get_all(
+ query => [
+ customer_id => $cv,
+ quotation => ($type eq 'quotation' ? 'T' : 'F')
+ ],
+ sort_by => 'transdate DESC',
+ );
+ } else {
+ $orders = SL::DB::Manager::Order->get_all(
+ query => [
+ vendor_id => $cv,
+ quotation => ($type eq 'quotation' ? 'T' : 'F')
+ ],
+ sort_by => 'transdate DESC',
+ );
+ }
+ if ( $type eq 'order') {
+ $self->render('customer_vendor_turnover/order_statistic', { layout => 0 }, orders => $orders);
+ } else {
+ $self->render('customer_vendor_turnover/quotation_statistic', { layout => 0 }, orders => $orders);
+ }
+}
+
+sub _get_open_orders {
+ my ( $self ) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+ my $open_orders;
+ my $cv = $::form->{id};
+
+ if ( $::form->{db} eq 'customer' ) {
+ $open_orders = SL::DB::Manager::Order->get_all(
+ query => [
+ customer_id => $cv,
+ closed => 'F',
+ ],
+ sort_by => 'transdate DESC',
+ );
+ } else {
+ $open_orders = SL::DB::Manager::Order->get_all(
+ query => [
+ vendor_id => $cv,
+ closed => 'F',
+ ],
+ sort_by => 'transdate DESC',
+ );
+ }
+
+ return 0 unless scalar @{$open_orders};
+ return $self->render('customer_vendor_turnover/_list_open_orders', { output => 0 },
+ orders => $open_orders,
+ title => $::locale->text('Open Orders'),
+ );
+}
+
+sub action_get_mails {
+ my ( $self ) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+ my $dbh = SL::DB->client->dbh;
+ my $query;
+ my $cv = $::form->{id};
+
+ if ( $::form->{db} eq 'customer') {
+ $query = <<SQL;
+WITH
+oe_emails_customer
+ AS (SELECT rc.to_id, rc.from_id, oe.quotation, oe.quonumber, oe.ordnumber, c.id
+ FROM record_links rc
+LEFT JOIN oe oe ON rc.from_id = oe.id
+LEFT JOIN customer c ON oe.customer_id = c.id
+ WHERE rc.to_table = 'email_journal'
+ AND rc.from_table ='oe'),
+
+do_emails_customer
+ AS (SELECT rc.to_id, rc.from_id, o.donumber, c.id
+ FROM record_links rc
+LEFT JOIN delivery_orders o ON rc.from_id = o.id
+LEFT JOIN customer c ON o.customer_id = c.id
+ WHERE rc.to_table = 'email_journal'
+ AND rc.from_table = 'delivery_orders'),
+
+inv_emails_customer
+ AS (SELECT rc.to_id, rc.from_id, inv.type, inv.invnumber, c.id
+ FROM record_links rc
+LEFT JOIN ar inv ON rc.from_id = inv.id
+LEFT JOIN customer c ON inv.customer_id = c.id
+ WHERE rc.to_table = 'email_journal'
+ AND rc.from_table = 'ar'),
+
+letter_emails_customer
+ AS (SELECT rc.to_id, rc.from_id, l.letternumber, c.id
+ FROM record_links rc
+LEFT JOIN letter l ON rc.from_id = l.id
+LEFT JOIN customer c ON l.customer_id = c.id
+ WHERE rc.to_table = 'email_journal'
+ AND rc.from_table = 'letter')
+
+SELECT ej.*,
+ CASE
+ oec.quotation WHEN 'F' THEN 'Sales Order'
+ ELSE 'Quotation'
+ END AS type,
+ CASE
+ oec.quotation WHEN 'F' THEN oec.ordnumber
+ ELSE oec.quonumber
+ END AS recordnumber,
+ oec.id AS record_id
+ FROM email_journal ej
+LEFT JOIN oe_emails_customer oec ON ej.id = oec.to_id
+ WHERE oec.id = ?
+
+UNION
+
+SELECT ej.*, 'Delivery Order' AS type, dec.donumber AS recordnumber,dec.id AS record_id
+ FROM email_journal ej
+LEFT JOIN do_emails_customer dec ON ej.id = dec.to_id
+ WHERE dec.id = ?
+
+UNION
+
+SELECT ej.*,
+ CASE
+ iec.type WHEN 'credit_note' THEN 'Credit Note'
+ WHEN 'invoice' THEN 'Invoice'
+ ELSE 'N/A'
+ END AS type,
+ iec.invnumber AS recordnumber,
+ iec.id AS record_id
+ FROM email_journal ej
+LEFT JOIN inv_emails_customer iec ON ej.id = iec.to_id
+ WHERE iec.id = ?
+
+UNION
+
+SELECT ej.*, 'Letter' AS type, lec.letternumber AS recordnumber,lec.id AS record_id
+ FROM email_journal ej
+LEFT JOIN letter_emails_customer lec ON ej.id = lec.to_id
+ WHERE lec.id = ?
+ ORDER BY sent_on DESC
+SQL
+ }
+ else {
+ $query = <<SQL;
+WITH
+oe_emails_vendor
+ AS (SELECT rc.to_id, rc.from_id, oe.quotation, oe.quonumber, oe.ordnumber, c.id
+ FROM record_links rc
+LEFT JOIN oe oe ON rc.from_id = oe.id
+LEFT JOIN vendor c ON oe.vendor_id = c.id
+ WHERE rc.to_table = 'email_journal'
+ AND rc.from_table ='oe'),
+
+do_emails_vendor
+ AS (SELECT rc.to_id, rc.from_id, o.donumber, c.id
+ FROM record_links rc
+LEFT JOIN delivery_orders o ON rc.from_id = o.id
+LEFT JOIN vendor c ON o.vendor_id = c.id
+ WHERE rc.to_table = 'email_journal'
+ AND rc.from_table = 'delivery_orders'),
+
+inv_emails_vendor
+ AS (SELECT rc.to_id, rc.from_id, inv.type, inv.invnumber, c.id
+ FROM record_links rc
+LEFT JOIN ap inv ON rc.from_id = inv.id
+LEFT JOIN vendor c ON inv.vendor_id = c.id
+ WHERE rc.to_table = 'email_journal'
+ AND rc.from_table = 'ar'),
+
+letter_emails_vendor
+ AS (SELECT rc.to_id, rc.from_id, l.letternumber, c.id
+ FROM record_links rc
+LEFT JOIN letter l ON rc.from_id = l.id
+LEFT JOIN vendor c ON l.vendor_id = c.id
+ WHERE rc.to_table = 'email_journal'
+ AND rc.from_table = 'letter')
+
+SELECT ej.*,
+ CASE
+ oec.quotation WHEN 'F' THEN 'Purchase Order'
+ ELSE 'Request quotation'
+ END AS type,
+ CASE
+ oec.quotation WHEN 'F' THEN oec.ordnumber
+ ELSE oec.quonumber
+ END AS recordnumber,
+oec.id AS record_id
+ FROM email_journal ej
+LEFT JOIN oe_emails_vendor oec ON ej.id = oec.to_id
+ WHERE oec.id = ?
+
+UNION
+
+SELECT ej.*, 'Purchase Delivery Order' AS type, dec.donumber AS recordnumber, dec.id AS record_id
+ FROM email_journal ej
+LEFT JOIN do_emails_vendor dec ON ej.id = dec.to_id
+ WHERE dec.id = ?
+
+UNION
+
+SELECT ej.*, iec.type AS type, iec.invnumber AS recordnumber, iec.id AS record_id
+ FROM email_journal ej
+LEFT JOIN inv_emails_vendor iec ON ej.id = iec.to_id
+ WHERE iec.id = ?
+
+UNION
+
+SELECT ej.*, 'Letter' AS type, lec.letternumber AS recordnumber, lec.id AS record_id
+ FROM email_journal ej
+LEFT JOIN letter_emails_vendor lec ON ej.id = lec.to_id
+ WHERE lec.id = ?
+ ORDER BY sent_on DESC
+SQL
+ }
+ my $emails = selectall_hashref_query($::form, $dbh, $query, $cv, $cv, $cv, $cv);
+ $self->render('customer_vendor_turnover/email_statistic', { layout => 0 }, emails => $emails);
+}
+
+sub action_get_letters {
+ my ($self) = @_;
+
+ return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
+
+ my $cv = $::form->{id};
+ my $letters;
+ my $type = $::form->{type};
+ if ( $::form->{db} eq 'customer' ) {
+ $letters = SL::DB::Manager::Letter->get_all(
+ query => [ customer_id => $cv, ],
+ sort_by => 'date DESC',
+ );
+ } else {
+ $letters = SL::DB::Manager::Letter->get_all(
+ query => [ vendor_id => $cv, ],
+ sort_by => 'date DESC',
+ );
+ }
+ $self->render('customer_vendor_turnover/letter_statistic', { layout => 0 }, letters => $letters);
+}
+
+sub check_auth {
+ $::auth->assert('show_extra_record_tab_customer | show_extra_record_tab_vendor');
+}
+
+1;
+
+__END__
+
+=encoding utf-8
+
+=head1 NAME
+
+SL::Controller::CustomerVendorTurnover
+
+=head1 DESCRIPTION
+
+Gets all kinds of records like orders, request orders, quotations, invoices, emails, letters
+
+wich belong to customer/vendor and displays them in an extra tab "Records".
+
+=head1 URL ACTIONS
+
+=over 4
+
+=item C<action_list_turnover>
+
+Basic action wich displays open invoices and open orders if there are any and shows the tab menu for the other actions
+
+=item C<action_count_open_items_by_month>
+
+gets and shows a dunning statistic of the customer by month
+
+=item C<action_count_open_items_by_year>
+
+gets and shows a dunning statistic of the customer by year
+
+=item C<action_turnover_by_month>
+
+gets and shows an invoice statistic of customer/vendor by month
+
+=item C<action_turnover_by_year>
+
+gets and shows an invoice statistic of customer/vendor by year
+
+=item C<action_get_invoices>
+
+get and shows all invoices from the customer/vendor in an extra tab
+
+=item C<action_get_orders>
+
+get and shows all orders from the customer/vendor in an extra tab
+
+=item C<action_get_letters>
+
+get and shows all letters from the customer/vendor in an extra tab
+
+=item C<action_get_mails>
+
+get and shows all mails from the customer/vendor in an extra tab
+
+=back
+
+=head1 Functions
+
+=over 4
+
+=item C<_get_open_orders>
+
+retrieves the open orders for customer/vendor to display them
+
+=item C<_list_open_items>
+
+retrieves open invoices with their dunnings to display them
+
+=back
+
+=head1 BUGS
+
+None yet. :)
+
+=head1 AUTHOR
+
+W. Hahn E<lt>wh@futureworldsearch.netE<gt>
+
+=cut
projects / kivitendo-erp.git / blobdiff