Zuviel in b24afac71c944 entfernt. Historie und Wiedervorlage wieder anzeigen
[kivitendo-erp.git] / SL / Controller / Order.pm
index 952d90e..af7858a 100644 (file)
@@ -4,6 +4,7 @@ use strict;
 use parent qw(SL::Controller::Base);
 
 use SL::Helper::Flash qw(flash_later);
+use SL::HTML::Util;
 use SL::Presenter::Tag qw(select_tag hidden_tag div_tag);
 use SL::Locale::String qw(t8);
 use SL::SessionFile::Random;
@@ -13,6 +14,8 @@ use SL::File;
 use SL::MIME;
 use SL::Util qw(trim);
 use SL::YAML;
+use SL::DB::AdditionalBillingAddress;
+use SL::DB::AuthUser;
 use SL::DB::History;
 use SL::DB::Order;
 use SL::DB::Default;
@@ -23,6 +26,7 @@ use SL::DB::PartsGroup;
 use SL::DB::Printer;
 use SL::DB::Language;
 use SL::DB::RecordLink;
+use SL::DB::RequirementSpec;
 use SL::DB::Shipto;
 use SL::DB::Translation;
 
@@ -52,12 +56,15 @@ use Rose::Object::MakeMethods::Generic
 # safety
 __PACKAGE__->run_before('check_auth');
 
+__PACKAGE__->run_before('check_auth_for_edit',
+                        except => [ qw(edit show_customer_vendor_details_dialog price_popup load_second_rows) ]);
+
 __PACKAGE__->run_before('recalc',
-                        only => [ qw(save save_as_new save_and_delivery_order save_and_invoice save_and_ap_transaction
+                        only => [ qw(save save_as_new save_and_delivery_order save_and_invoice save_and_invoice_for_advance_payment save_and_final_invoice save_and_ap_transaction
                                      print send_email) ]);
 
 __PACKAGE__->run_before('get_unalterable_data',
-                        only => [ qw(save save_as_new save_and_delivery_order save_and_invoice save_and_ap_transaction
+                        only => [ qw(save save_as_new save_and_delivery_order save_and_invoice save_and_invoice_for_advance_payment save_and_final_invoice save_and_ap_transaction
                                      print send_email) ]);
 
 #
@@ -190,11 +197,19 @@ sub action_save {
            : '';
   flash_later('info', $text);
 
-  my @redirect_params = (
-    action => 'edit',
-    type   => $self->type,
-    id     => $self->order->id,
-  );
+  my @redirect_params;
+  if ($::form->{back_to_caller}) {
+    @redirect_params = $::form->{callback} ? ($::form->{callback})
+                                           : (controller => 'LoginScreen', action => 'user_login');
+
+  } else {
+    @redirect_params = (
+      action   => 'edit',
+      type     => $self->type,
+      id       => $self->order->id,
+      callback => $::form->{callback},
+    );
+  }
 
   $self->redirect_to(@redirect_params);
 }
@@ -277,8 +292,8 @@ sub action_print {
   my $groupitems  = $::form->{print_options}->{groupitems};
   my $printer_id  = $::form->{print_options}->{printer_id};
 
-  # only pdf and opendocument by now
-  if (none { $format eq $_ } qw(pdf opendocument opendocument_pdf)) {
+  # only PDF, OpenDocument & HTML for now
+  if (none { $format eq $_ } qw(pdf opendocument opendocument_pdf html)) {
     return $self->js->flash('error', t8('Format \'#1\' is not supported yet/anymore.', $format))->render;
   }
 
@@ -294,25 +309,26 @@ sub action_print {
   $form->{format}           = $format;
   $form->{formname}         = $formname;
   $form->{language}         = '_' . $self->order->language->template_code if $self->order->language;
-  my $pdf_filename          = $form->generate_attachment_filename();
-
-  my $pdf;
-  my @errors = generate_pdf($self->order, \$pdf, { format     => $format,
-                                                   formname   => $formname,
-                                                   language   => $self->order->language,
-                                                   printer_id => $printer_id,
-                                                   groupitems => $groupitems });
+  my $doc_filename          = $form->generate_attachment_filename();
+
+  my $doc;
+  my @errors = $self->generate_doc(\$doc, { media      => $media,
+                                            format     => $format,
+                                            formname   => $formname,
+                                            language   => $self->order->language,
+                                            printer_id => $printer_id,
+                                            groupitems => $groupitems });
   if (scalar @errors) {
-    return $self->js->flash('error', t8('Conversion to PDF failed: #1', $errors[0]))->render;
+    return $self->js->flash('error', t8('Generating the document failed: #1', $errors[0]))->render;
   }
 
   if ($media eq 'screen') {
     # screen/download
-    $self->js->flash('info', t8('The PDF has been created'));
+    $self->js->flash('info', t8('The document has been created.'));
     $self->send_file(
-      \$pdf,
-      type         => SL::MIME->mime_type_from_ext($pdf_filename),
-      name         => $pdf_filename,
+      \$doc,
+      type         => SL::MIME->mime_type_from_ext($doc_filename),
+      name         => $doc_filename,
       js_no_render => 1,
     );
 
@@ -321,13 +337,13 @@ sub action_print {
     my $printer_id = $::form->{print_options}->{printer_id};
     SL::DB::Printer->new(id => $printer_id)->load->print_document(
       copies  => $copies,
-      content => $pdf,
+      content => $doc,
     );
 
-    $self->js->flash('info', t8('The PDF has been printed'));
+    $self->js->flash('info', t8('The document has been printed.'));
   }
 
-  my @warnings = store_pdf_to_webdav_and_filemanagement($self->order, $pdf, $pdf_filename);
+  my @warnings = $self->store_doc_to_webdav_and_filemanagement($doc, $doc_filename, $formname);
   if (scalar @warnings) {
     $self->js->flash('warning', $_) for @warnings;
   }
@@ -364,10 +380,11 @@ sub action_preview_pdf {
   my $pdf_filename          = $form->generate_attachment_filename();
 
   my $pdf;
-  my @errors = generate_pdf($self->order, \$pdf, { format     => $format,
-                                                   formname   => $formname,
-                                                   language   => $self->order->language,
-                                                 });
+  my @errors = $self->generate_doc(\$pdf, { media      => $media,
+                                            format     => $format,
+                                            formname   => $formname,
+                                            language   => $self->order->language,
+                                          });
   if (scalar @errors) {
     return $self->js->flash('error', t8('Conversion to PDF failed: #1', $errors[0]))->render;
   }
@@ -423,13 +440,18 @@ sub action_save_and_show_email_dialog {
   $email_form->{js_send_function}    = 'kivi.Order.send_email()';
 
   my %files = $self->get_files_for_email_dialog();
-  $self->{all_employees} = SL::DB::Manager::Employee->get_all(query => [ deleted => 0 ]);
+
+  my @employees_with_email = grep {
+    my $user = SL::DB::Manager::AuthUser->find_by(login => $_->login);
+    $user && !!trim($user->get_config_value('email'));
+  } @{ SL::DB::Manager::Employee->get_all_sorted(query => [ deleted => 0 ]) };
+
   my $dialog_html = $self->render('common/_send_email_dialog', { output => 0 },
-                                  email_form  => $email_form,
-                                  show_bcc    => $::auth->assert('email_bcc', 'may fail'),
-                                  FILES       => \%files,
-                                  is_customer => $self->cv eq 'customer',
-                                  ALL_EMPLOYEES => $self->{all_employees},
+                                  email_form    => $email_form,
+                                  show_bcc      => $::auth->assert('email_bcc', 'may fail'),
+                                  FILES         => \%files,
+                                  is_customer   => $self->cv eq 'customer',
+                                  ALL_EMPLOYEES => \@employees_with_email,
   );
 
   $self->js
@@ -466,25 +488,36 @@ sub action_send_email {
   $::form->{$_}     = $::form->{print_options}->{$_} for keys %{ $::form->{print_options} };
   $::form->{media}  = 'email';
 
-  if (($::form->{attachment_policy} // '') !~ m{^(?:old_file|no_file)$}) {
-    my $pdf;
-    my @errors = generate_pdf($self->order, \$pdf, {media      => $::form->{media},
-                                                    format     => $::form->{print_options}->{format},
-                                                    formname   => $::form->{print_options}->{formname},
-                                                    language   => $self->order->language,
-                                                    printer_id => $::form->{print_options}->{printer_id},
-                                                    groupitems => $::form->{print_options}->{groupitems}});
+  $::form->{attachment_policy} //= '';
+
+  # Is an old file version available?
+  my $attfile;
+  if ($::form->{attachment_policy} eq 'old_file') {
+    $attfile = SL::File->get_all(object_id     => $self->order->id,
+                                 object_type   => $self->type,
+                                 file_type     => 'document',
+                                 print_variant => $::form->{formname});
+  }
+
+  if ($::form->{attachment_policy} ne 'no_file' && !($::form->{attachment_policy} eq 'old_file' && $attfile)) {
+    my $doc;
+    my @errors = $self->generate_doc(\$doc, {media      => $::form->{media},
+                                             format     => $::form->{print_options}->{format},
+                                             formname   => $::form->{print_options}->{formname},
+                                             language   => $self->order->language,
+                                             printer_id => $::form->{print_options}->{printer_id},
+                                             groupitems => $::form->{print_options}->{groupitems}});
     if (scalar @errors) {
-      return $self->js->flash('error', t8('Conversion to PDF failed: #1', $errors[0]))->render($self);
+      return $self->js->flash('error', t8('Generating the document failed: #1', $errors[0]))->render($self);
     }
 
-    my @warnings = store_pdf_to_webdav_and_filemanagement($self->order, $pdf, $::form->{attachment_filename});
+    my @warnings = $self->store_doc_to_webdav_and_filemanagement($doc, $::form->{attachment_filename}, $::form->{formname});
     if (scalar @warnings) {
       flash_later('warning', $_) for @warnings;
     }
 
     my $sfile = SL::SessionFile::Random->new(mode => "w");
-    $sfile->fh->print($pdf);
+    $sfile->fh->print($doc);
     $sfile->fh->close;
 
     $::form->{tmpfile} = $sfile->file_name;
@@ -492,20 +525,22 @@ sub action_send_email {
   }
 
   $::form->{id} = $self->order->id; # this is used in SL::Mailer to create a linked record to the mail
-  $::form->send_email(\%::myconfig, 'pdf');
+  $::form->send_email(\%::myconfig, $::form->{print_options}->{format});
 
-  # internal notes
-  my $intnotes = $self->order->intnotes;
-  $intnotes   .= "\n\n" if $self->order->intnotes;
-  $intnotes   .= t8('[email]')                                                                                        . "\n";
-  $intnotes   .= t8('Date')       . ": " . $::locale->format_date_object(DateTime->now_local, precision => 'seconds') . "\n";
-  $intnotes   .= t8('To (email)') . ": " . $::form->{email}                                                           . "\n";
-  $intnotes   .= t8('Cc')         . ": " . $::form->{cc}                                                              . "\n"    if $::form->{cc};
-  $intnotes   .= t8('Bcc')        . ": " . $::form->{bcc}                                                             . "\n"    if $::form->{bcc};
-  $intnotes   .= t8('Subject')    . ": " . $::form->{subject}                                                         . "\n\n";
-  $intnotes   .= t8('Message')    . ": " . $::form->{message};
+  # internal notes unless no email journal
+  unless ($::instance_conf->get_email_journal) {
+    my $intnotes = $self->order->intnotes;
+    $intnotes   .= "\n\n" if $self->order->intnotes;
+    $intnotes   .= t8('[email]')                                                                                        . "\n";
+    $intnotes   .= t8('Date')       . ": " . $::locale->format_date_object(DateTime->now_local, precision => 'seconds') . "\n";
+    $intnotes   .= t8('To (email)') . ": " . $::form->{email}                                                           . "\n";
+    $intnotes   .= t8('Cc')         . ": " . $::form->{cc}                                                              . "\n"    if $::form->{cc};
+    $intnotes   .= t8('Bcc')        . ": " . $::form->{bcc}                                                             . "\n"    if $::form->{bcc};
+    $intnotes   .= t8('Subject')    . ": " . $::form->{subject}                                                         . "\n\n";
+    $intnotes   .= t8('Message')    . ": " . SL::HTML::Util->strip($::form->{message});
 
-  $self->order->update_attributes(intnotes => $intnotes);
+    $self->order->update_attributes(intnotes => $intnotes);
+  }
 
   $self->save_history('MAILED');
 
@@ -538,9 +573,32 @@ sub action_show_periodic_invoices_config_dialog {
                                                                                 language_id      => $::form->{language_id},
                                                                                 translation_type =>"preset_text_periodic_invoices_email_subject"),
                                                    email_body              => GenericTranslations->get(
+                                                                                language_id      => $::form->{language_id},
+                                                                                translation_type => "salutation_general")
+                                                                            . GenericTranslations->get(
+                                                                                language_id      => $::form->{language_id},
+                                                                                translation_type => "salutation_punctuation_mark") . "\n\n"
+                                                                            . GenericTranslations->get(
                                                                                 language_id      => $::form->{language_id},
                                                                                 translation_type =>"preset_text_periodic_invoices_email_body"),
   );
+  # for older configs, replace email preset text if not yet set.
+  $config->email_subject(GenericTranslations->get(
+                                              language_id      => $::form->{language_id},
+                                              translation_type =>"preset_text_periodic_invoices_email_subject")
+                        ) unless $config->email_subject;
+
+  $config->email_body(GenericTranslations->get(
+                                              language_id      => $::form->{language_id},
+                                              translation_type => "salutation_general")
+                    . GenericTranslations->get(
+                                              language_id      => $::form->{language_id},
+                                              translation_type => "salutation_punctuation_mark") . "\n\n"
+                    . GenericTranslations->get(
+                                              language_id      => $::form->{language_id},
+                                              translation_type =>"preset_text_periodic_invoices_email_body")
+                     ) unless $config->email_body;
+
   $config->periodicity('m')             if none { $_ eq $config->periodicity             }       @SL::DB::PeriodicInvoicesConfig::PERIODICITIES;
   $config->order_value_periodicity('p') if none { $_ eq $config->order_value_periodicity } ('p', @SL::DB::PeriodicInvoicesConfig::ORDER_VALUE_PERIODICITIES);
 
@@ -552,7 +610,10 @@ sub action_show_periodic_invoices_config_dialog {
 
   if ($::form->{customer_id}) {
     $::form->{ALL_CONTACTS} = SL::DB::Manager::Contact->get_all_sorted(where => [ cp_cv_id => $::form->{customer_id} ]);
-    $::form->{email_recipient_invoice_address} = SL::DB::Manager::Customer->find_by(id => $::form->{customer_id})->invoice_mail;
+    my $customer_object = SL::DB::Manager::Customer->find_by(id => $::form->{customer_id});
+    $::form->{postal_invoice}                  = $customer_object->postal_invoice;
+    $::form->{email_recipient_invoice_address} = $::form->{postal_invoice} ? '' : $customer_object->invoice_mail;
+    $config->send_email(0) if $::form->{postal_invoice};
   }
 
   $self->render('oe/edit_periodic_invoices_config', { layout => 0 },
@@ -631,6 +692,16 @@ sub action_save_and_delivery_order {
   );
 }
 
+sub action_save_and_supplier_delivery_order {
+  my ($self) = @_;
+
+  $self->save_and_redirect_to(
+    controller => 'controller.pl',
+    action     => 'DeliveryOrder/add_from_order',
+    type       => 'supplier_delivery_order',
+  );
+}
+
 # save the order and redirect to the frontend subroutine for a new
 # invoice
 sub action_save_and_invoice {
@@ -642,6 +713,26 @@ sub action_save_and_invoice {
   );
 }
 
+sub action_save_and_invoice_for_advance_payment {
+  my ($self) = @_;
+
+  $self->save_and_redirect_to(
+    controller       => 'oe.pl',
+    action           => 'oe_invoice_from_order',
+    new_invoice_type => 'invoice_for_advance_payment',
+  );
+}
+
+sub action_save_and_final_invoice {
+  my ($self) = @_;
+
+  $self->save_and_redirect_to(
+    controller       => 'oe.pl',
+    action           => 'oe_invoice_from_order',
+    new_invoice_type => 'final_invoice',
+  );
+}
+
 # workflow from sales order to sales quotation
 sub action_sales_quotation {
   $_[0]->workflow_sales_or_request_for_quotation();
@@ -695,20 +786,26 @@ sub action_customer_vendor_changed {
     $self->js->hide('#shipto_selection');
   }
 
+  if ($cv_method eq 'customer') {
+    my $show_hide = scalar @{ $self->order->customer->additional_billing_addresses } > 0 ? 'show' : 'hide';
+    $self->js->$show_hide('#billing_address_row');
+  }
+
   $self->js->val( '#order_salesman_id',      $self->order->salesman_id)        if $self->order->is_sales;
 
   $self->js
-    ->replaceWith('#order_cp_id',            $self->build_contact_select)
-    ->replaceWith('#order_shipto_id',        $self->build_shipto_select)
-    ->replaceWith('#shipto_inputs  ',        $self->build_shipto_inputs)
-    ->replaceWith('#business_info_row',      $self->build_business_info_row)
-    ->val(        '#order_taxzone_id',       $self->order->taxzone_id)
-    ->val(        '#order_taxincluded',      $self->order->taxincluded)
-    ->val(        '#order_currency_id',      $self->order->currency_id)
-    ->val(        '#order_payment_id',       $self->order->payment_id)
-    ->val(        '#order_delivery_term_id', $self->order->delivery_term_id)
-    ->val(        '#order_intnotes',         $self->order->intnotes)
-    ->val(        '#order_language_id',      $self->order->$cv_method->language_id)
+    ->replaceWith('#order_cp_id',              $self->build_contact_select)
+    ->replaceWith('#order_shipto_id',          $self->build_shipto_select)
+    ->replaceWith('#shipto_inputs  ',          $self->build_shipto_inputs)
+    ->replaceWith('#order_billing_address_id', $self->build_billing_address_select)
+    ->replaceWith('#business_info_row',        $self->build_business_info_row)
+    ->val(        '#order_taxzone_id',         $self->order->taxzone_id)
+    ->val(        '#order_taxincluded',        $self->order->taxincluded)
+    ->val(        '#order_currency_id',        $self->order->currency_id)
+    ->val(        '#order_payment_id',         $self->order->payment_id)
+    ->val(        '#order_delivery_term_id',   $self->order->delivery_term_id)
+    ->val(        '#order_intnotes',           $self->order->intnotes)
+    ->val(        '#order_language_id',        $self->order->$cv_method->language_id)
     ->focus(      '#order_' . $self->cv . '_id')
     ->run('kivi.Order.update_exchangerate');
 
@@ -738,6 +835,11 @@ sub action_show_customer_vendor_details_dialog {
   $details{payment_terms}       = $cv->payment->description       if $cv->payment;
   $details{pricegroup}          = $cv->pricegroup->pricegroup     if $is_customer && $cv->pricegroup;
 
+  if ($is_customer) {
+    foreach my $entry (@{ $cv->additional_billing_addresses }) {
+      push @{ $details{ADDITIONAL_BILLING_ADDRESSES} },   { map { $_ => $entry->$_ } @{$entry->meta->columns} };
+    }
+  }
   foreach my $entry (@{ $cv->shipto }) {
     push @{ $details{SHIPTO} },   { map { $_ => $entry->$_ } @{$entry->meta->columns} };
   }
@@ -774,6 +876,8 @@ sub action_unit_changed {
 sub action_add_item {
   my ($self) = @_;
 
+  delete $::form->{add_item}->{create_part_type};
+
   my $form_attr = $::form->{add_item};
 
   return unless $form_attr->{parts_id};
@@ -973,6 +1077,61 @@ sub action_price_popup {
   $self->render_price_dialog($item);
 }
 
+# save the order in a session variable and redirect to the part controller
+sub action_create_part {
+  my ($self) = @_;
+
+  my $previousform = $::auth->save_form_in_session(non_scalars => 1);
+
+  my $callback     = $self->url_for(
+    action       => 'return_from_create_part',
+    type         => $self->type, # type is needed for check_auth on return
+    previousform => $previousform,
+  );
+
+  flash_later('info', t8('You are adding a new part while you are editing another document. You will be redirected to your document when saving the new part or aborting this form.'));
+
+  my @redirect_params = (
+    controller => 'Part',
+    action     => 'add',
+    part_type  => $::form->{add_item}->{create_part_type},
+    callback   => $callback,
+    show_abort => 1,
+  );
+
+  $self->redirect_to(@redirect_params);
+}
+
+sub action_return_from_create_part {
+  my ($self) = @_;
+
+  $self->{created_part} = SL::DB::Part->new(id => delete $::form->{new_parts_id})->load if $::form->{new_parts_id};
+
+  $::auth->restore_form_from_session(delete $::form->{previousform});
+
+  # set item ids to new fake id, to identify them as new items
+  foreach my $item (@{$self->order->items_sorted}) {
+    $item->{new_fake_id} = join('_', 'new', Time::HiRes::gettimeofday(), int rand 1000000000000);
+  }
+
+  $self->recalc();
+  $self->get_unalterable_data();
+  $self->pre_render();
+
+  # trigger rendering values for second row/longdescription as hidden,
+  # because they are loaded only on demand. So we need to keep the values
+  # from the source.
+  $_->{render_second_row}      = 1 for @{ $self->order->items_sorted };
+  $_->{render_longdescription} = 1 for @{ $self->order->items_sorted };
+
+  $self->render(
+    'order/form',
+    title => $self->get_title_for('edit'),
+    %{$self->{template_args}}
+  );
+
+}
+
 # load the second row for one or more items
 #
 # This action gets the html code for all items second rows by rendering a template for
@@ -1224,6 +1383,17 @@ sub init_part_picker_classification_ids {
 sub check_auth {
   my ($self) = @_;
 
+  my $right_for = { map { $_ => $_.'_edit' . ' | ' . $_.'_view' } @{$self->valid_types} };
+
+  my $right   = $right_for->{ $self->type };
+  $right    ||= 'DOES_NOT_EXIST';
+
+  $::auth->assert($right);
+}
+
+sub check_auth_for_edit {
+  my ($self) = @_;
+
   my $right_for = { map { $_ => $_.'_edit' } @{$self->valid_types} };
 
   my $right   = $right_for->{ $self->type };
@@ -1247,6 +1417,24 @@ sub build_contact_select {
   );
 }
 
+# build the selection box for the additional billing address
+#
+# Needed, if customer/vendor changed.
+sub build_billing_address_select {
+  my ($self) = @_;
+
+  return '' if $self->cv ne 'customer';
+
+  select_tag('order.billing_address_id',
+             [ {displayable_id => '', id => ''}, $self->order->{$self->cv}->additional_billing_addresses ],
+             value_key  => 'id',
+             title_key  => 'displayable_id',
+             default    => $self->order->billing_address_id,
+             with_empty => 0,
+             style      => 'width: 300px',
+  );
+}
+
 # build the selection box for shiptos
 #
 # Needed, if customer/vendor changed.
@@ -1500,17 +1688,19 @@ sub new_item {
 sub setup_order_from_cv {
   my ($order) = @_;
 
-  $order->$_($order->customervendor->$_) for (qw(taxzone_id payment_id delivery_term_id currency_id));
+  $order->$_($order->customervendor->$_) for (qw(taxzone_id payment_id delivery_term_id currency_id language_id));
 
   $order->intnotes($order->customervendor->notes);
 
-  if ($order->is_sales) {
-    $order->salesman_id($order->customer->salesman_id || SL::DB::Manager::Employee->current->id);
-    $order->taxincluded(defined($order->customer->taxincluded_checked)
-                        ? $order->customer->taxincluded_checked
-                        : $::myconfig{taxincluded_checked});
-  }
+  return if !$order->is_sales;
+
+  $order->salesman_id($order->customer->salesman_id || SL::DB::Manager::Employee->current->id);
+  $order->taxincluded(defined($order->customer->taxincluded_checked)
+                      ? $order->customer->taxincluded_checked
+                      : $::myconfig{taxincluded_checked});
 
+  my $address = $order->customer->default_billing_address;;
+  $order->billing_address_id($address ? $address->id : undef);
 }
 
 # setup custom shipto from form
@@ -1618,6 +1808,7 @@ sub save {
     # link records
     if ($::form->{converted_from_oe_id}) {
       my @converted_from_oe_ids = split ' ', $::form->{converted_from_oe_id};
+
       foreach my $converted_from_oe_id (@converted_from_oe_ids) {
         my $src = SL::DB::Order->new(id => $converted_from_oe_id)->load;
         $src->update_attributes(closed => 1) if $src->type =~ /_quotation$/;
@@ -1636,8 +1827,12 @@ sub save {
           $idx++;
         }
       }
+
+      $self->link_requirement_specs_linking_to_created_from_objects(@converted_from_oe_ids);
     }
 
+    $self->set_project_in_linked_requirement_specs if $self->order->globalproject_id;
+
     $self->save_history('SAVED');
 
     1;
@@ -1660,7 +1855,10 @@ sub workflow_sales_or_request_for_quotation {
   my $destination_type = $::form->{type} eq sales_order_type() ? sales_quotation_type() : request_quotation_type();
 
   $self->order(SL::DB::Order->new_from($self->order, destination_type => $destination_type));
-  $self->{converted_from_oe_id} = delete $::form->{id};
+  delete $::form->{id};
+
+  # no linked records from order to quotations
+  delete $::form->{$_} for qw(converted_from_oe_id converted_from_orderitems_ids);
 
   # set item ids to new fake id, to identify them as new items
   foreach my $item (@{$self->order->items_sorted}) {
@@ -1785,7 +1983,7 @@ sub pre_render {
                 no_queue           => 1,
                 no_postscript      => 1,
                 no_opendocument    => 0,
-                no_html            => 1},
+                no_html            => 0},
   );
 
   foreach my $item (@{$self->order->orderitems}) {
@@ -1795,8 +1993,10 @@ sub pre_render {
   }
 
   if (any { $self->type eq $_ } (sales_order_type(), purchase_order_type())) {
-    # calculate shipped qtys here to prevent calling calculate for every item via the items method
-    SL::Helper::ShippedQty->new->calculate($self->order)->write_to_objects;
+    # Calculate shipped qtys here to prevent calling calculate for every item via the items method.
+    # Do not use write_to_objects to prevent order->delivered to be set, because this should be
+    # the value from db, which can be set manually or is set when linked delivery orders are saved.
+    SL::Helper::ShippedQty->new->calculate($self->order)->write_to(\@{$self->order->items});
   }
 
   if ($self->order->number && $::instance_conf->get_webdav) {
@@ -1811,10 +2011,15 @@ sub pre_render {
                                                 } } @all_objects;
   }
 
+  if (   (any { $self->type eq $_ } (sales_quotation_type(), sales_order_type()))
+      && $::instance_conf->get_transport_cost_reminder_article_number_id ) {
+    $self->{template_args}->{transport_cost_reminder_article} = SL::DB::Part->new(id => $::instance_conf->get_transport_cost_reminder_article_number_id)->load;
+  }
+
   $self->get_item_cvpartnumber($_) for @{$self->order->items_sorted};
 
-  $::request->{layout}->use_javascript("${_}.js") for qw(kivi.SalesPurchase kivi.Order kivi.File ckeditor/ckeditor ckeditor/adapters/jquery
-                                                         edit_periodic_invoices_config calculate_qty kivi.Validator follow_up show_history);
+  $::request->{layout}->use_javascript("${_}.js") for qw(kivi.Validator kivi.SalesPurchase kivi.Order kivi.File ckeditor/ckeditor ckeditor/adapters/jquery
+                                                         edit_periodic_invoices_config calculate_qty follow_up show_history);
   $self->setup_edit_action_bar;
 }
 
@@ -1825,6 +2030,26 @@ sub setup_edit_action_bar {
                       || (($self->type eq sales_order_type())    && $::instance_conf->get_sales_order_show_delete)
                       || (($self->type eq purchase_order_type()) && $::instance_conf->get_purchase_order_show_delete);
 
+  my @req_trans_cost_art = qw(kivi.Order.check_transport_cost_article_presence) x!!$::instance_conf->get_transport_cost_reminder_article_number_id;
+  my @req_cusordnumber   = qw(kivi.Order.check_cusordnumber_presence)           x($self->type eq sales_order_type() && $::instance_conf->get_order_warn_no_cusordnumber);
+
+  my $has_invoice_for_advance_payment;
+  if ($self->order->id && $self->type eq sales_order_type()) {
+    my $lr = $self->order->linked_records(direction => 'to', to => ['Invoice']);
+    $has_invoice_for_advance_payment = any {'SL::DB::Invoice' eq ref $_ && "invoice_for_advance_payment" eq $_->type} @$lr;
+  }
+
+  my $has_final_invoice;
+  if ($self->order->id && $self->type eq sales_order_type()) {
+    my $lr = $self->order->linked_records(direction => 'to', to => ['Invoice']);
+    $has_final_invoice               = any {'SL::DB::Invoice' eq ref $_ && "final_invoice" eq $_->type} @$lr;
+  }
+
+  my $right_for         = { map { $_ => $_.'_edit' } @{$self->valid_types} };
+  my $right             = $right_for->{ $self->type };
+  $right              ||= 'DOES_NOT_EXIST';
+  my $may_edit_create   = $::auth->assert($right, 'may fail');
+
   for my $bar ($::request->layout->get('actionbar')) {
     $bar->add(
       combobox => [
@@ -1832,14 +2057,32 @@ sub setup_edit_action_bar {
           t8('Save'),
           call      => [ 'kivi.Order.save', 'save', $::instance_conf->get_order_warn_duplicate_parts,
                                                     $::instance_conf->get_order_warn_no_deliverydate,
-                                                                                                      ],
-          checks    => [ 'kivi.Order.check_save_active_periodic_invoices', ['kivi.validate_form','#order_form'] ],
+          ],
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices', ['kivi.validate_form','#order_form'],
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          t8('Save and Close'),
+          call      => [ 'kivi.Order.save', 'save', $::instance_conf->get_order_warn_duplicate_parts,
+                                                    $::instance_conf->get_order_warn_no_deliverydate,
+                                                    1
+          ],
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices', ['kivi.validate_form','#order_form'],
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save as new'),
           call      => [ 'kivi.Order.save', 'save_as_new', $::instance_conf->get_order_warn_duplicate_parts ],
-          checks    => [ 'kivi.Order.check_save_active_periodic_invoices' ],
-          disabled  => !$self->order->id ? t8('This object has not been saved yet.') : undef,
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.')
+                     : !$self->order->id ? t8('This object has not been saved yet.')
+                     :                     undef,
         ],
       ], # end of combobox "Save"
 
@@ -1850,40 +2093,87 @@ sub setup_edit_action_bar {
         action => [
           t8('Save and Quotation'),
           submit   => [ '#order_form', { action => "Order/sales_quotation" } ],
+          checks   => [ @req_trans_cost_art, @req_cusordnumber ],
           only_if  => (any { $self->type eq $_ } (sales_order_type())),
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and RFQ'),
           submit   => [ '#order_form', { action => "Order/request_for_quotation" } ],
           only_if  => (any { $self->type eq $_ } (purchase_order_type())),
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and Sales Order'),
           submit   => [ '#order_form', { action => "Order/sales_order" } ],
+          checks   => [ @req_trans_cost_art ],
           only_if  => (any { $self->type eq $_ } (sales_quotation_type(), purchase_order_type())),
+          disabled => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and Purchase Order'),
           call      => [ 'kivi.Order.purchase_order_check_for_direct_delivery' ],
+          checks    => [ @req_trans_cost_art, @req_cusordnumber ],
           only_if   => (any { $self->type eq $_ } (sales_order_type(), request_quotation_type())),
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and Delivery Order'),
           call      => [ 'kivi.Order.save', 'save_and_delivery_order', $::instance_conf->get_order_warn_duplicate_parts,
                                                                        $::instance_conf->get_order_warn_no_deliverydate,
                                                                                                                         ],
-          checks    => [ 'kivi.Order.check_save_active_periodic_invoices' ],
-          only_if   => (any { $self->type eq $_ } (sales_order_type(), purchase_order_type()))
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          only_if   => (any { $self->type eq $_ } (sales_order_type(), purchase_order_type())),
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          t8('Save and Supplier Delivery Order'),
+          call      => [ 'kivi.Order.save', 'save_and_supplier_delivery_order', $::instance_conf->get_order_warn_duplicate_parts,
+                                                                       $::instance_conf->get_order_warn_no_deliverydate,
+                                                                                                                        ],
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          only_if   => (any { $self->type eq $_ } (purchase_order_type())),
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and Invoice'),
           call      => [ 'kivi.Order.save', 'save_and_invoice', $::instance_conf->get_order_warn_duplicate_parts ],
-          checks    => [ 'kivi.Order.check_save_active_periodic_invoices' ],
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          disabled  => !$may_edit_create ? t8('You do not have the permissions to access this function.') : undef,
+        ],
+        action => [
+          ($has_invoice_for_advance_payment ? t8('Save and Further Invoice for Advance Payment') : t8('Save and Invoice for Advance Payment')),
+          call      => [ 'kivi.Order.save', 'save_and_invoice_for_advance_payment', $::instance_conf->get_order_warn_duplicate_parts ],
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          disabled  => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
+                     : $has_final_invoice ? t8('This order has already a final invoice.')
+                     :                      undef,
+          only_if   => (any { $self->type eq $_ } (sales_order_type())),
+        ],
+        action => [
+          t8('Save and Final Invoice'),
+          call      => [ 'kivi.Order.save', 'save_and_final_invoice', $::instance_conf->get_order_warn_duplicate_parts ],
+          checks    => [ 'kivi.Order.check_save_active_periodic_invoices',
+                         @req_trans_cost_art, @req_cusordnumber,
+          ],
+          disabled  => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
+                     : $has_final_invoice ? t8('This order has already a final invoice.')
+                     :                      undef,
+          only_if   => (any { $self->type eq $_ } (sales_order_type())) && $has_invoice_for_advance_payment,
         ],
         action => [
           t8('Save and AP Transaction'),
           call      => [ 'kivi.Order.save', 'save_and_ap_transaction', $::instance_conf->get_order_warn_duplicate_parts ],
-          only_if   => (any { $self->type eq $_ } (purchase_order_type()))
+          only_if   => (any { $self->type eq $_ } (purchase_order_type())),
+          disabled  => !$may_edit_create  ? t8('You do not have the permissions to access this function.') : undef,
         ],
 
       ], # end of combobox "Workflow"
@@ -1894,23 +2184,29 @@ sub setup_edit_action_bar {
         ],
         action => [
           t8('Save and preview PDF'),
-           call => [ 'kivi.Order.save', 'preview_pdf', $::instance_conf->get_order_warn_duplicate_parts,
-                                                       $::instance_conf->get_order_warn_no_deliverydate,
-                                                                                                         ],
+          call     => [ 'kivi.Order.save', 'preview_pdf', $::instance_conf->get_order_warn_duplicate_parts,
+                                                          $::instance_conf->get_order_warn_no_deliverydate,
+                      ],
+          checks   => [ @req_trans_cost_art, @req_cusordnumber ],
+          disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and print'),
-          call => [ 'kivi.Order.show_print_options', $::instance_conf->get_order_warn_duplicate_parts,
-                                                     $::instance_conf->get_order_warn_no_deliverydate,
-                                                                                                      ],
+          call     => [ 'kivi.Order.show_print_options', $::instance_conf->get_order_warn_duplicate_parts,
+                                                         $::instance_conf->get_order_warn_no_deliverydate,
+                      ],
+          checks   => [ @req_trans_cost_art, @req_cusordnumber ],
+          disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.') : undef,
         ],
         action => [
           t8('Save and E-mail'),
-          id   => 'save_and_email_action',
-          call => [ 'kivi.Order.save', 'save_and_show_email_dialog', $::instance_conf->get_order_warn_duplicate_parts,
-                                                                     $::instance_conf->get_order_warn_no_deliverydate,
-                  ],
-          disabled => !$self->order->id ? t8('This object has not been saved yet.') : undef,
+          id       => 'save_and_email_action',
+          call     => [ 'kivi.Order.save', 'save_and_show_email_dialog', $::instance_conf->get_order_warn_duplicate_parts,
+                                                                         $::instance_conf->get_order_warn_no_deliverydate,
+                      ],
+          disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
+                    : !$self->order->id  ? t8('This object has not been saved yet.')
+                    :                      undef,
         ],
         action => [
           t8('Download attachments of all parts'),
@@ -1924,7 +2220,9 @@ sub setup_edit_action_bar {
         t8('Delete'),
         call     => [ 'kivi.Order.delete_order' ],
         confirm  => $::locale->text('Do you really want to delete this object?'),
-        disabled => !$self->order->id ? t8('This object has not been saved yet.') : undef,
+        disabled => !$may_edit_create  ? t8('You do not have the permissions to access this function.')
+                  : !$self->order->id  ? t8('This object has not been saved yet.')
+                  :                      undef,
         only_if  => $deletion_allowed,
       ],
 
@@ -1932,25 +2230,26 @@ sub setup_edit_action_bar {
         action => [
           t8('more')
         ],
+        action => [
+          t8('History'),
+          call     => [ 'set_history_window', $self->order->id, 'id' ],
+          disabled => !$self->order->id ? t8('This record has not been saved yet.') : undef,
+        ],
         action => [
           t8('Follow-Up'),
           call     => [ 'kivi.Order.follow_up_window' ],
           disabled => !$self->order->id ? t8('This object has not been saved yet.') : undef,
           only_if  => $::auth->assert('productivity', 1),
         ],
-        action => [
-          t8('History'),
-          call     => [ 'set_history_window', $self->order->id, 'id' ],
-          disabled => !$self->order->id ? t8('This record has not been saved yet.') : undef,
-        ],
       ], # end of combobox "more"
     );
   }
 }
 
-sub generate_pdf {
-  my ($order, $pdf_ref, $params) = @_;
+sub generate_doc {
+  my ($self, $doc_ref, $params) = @_;
 
+  my $order  = $self->order;
   my @errors = ();
 
   my $print_form = Form->new('');
@@ -1970,6 +2269,9 @@ sub generate_pdf {
   if ($print_form->{format} =~ /(opendocument|oasis)/i) {
     $template_ext  = 'odt';
     $template_type = 'OpenDocument';
+  } elsif ($print_form->{format} =~ m{html}i) {
+    $template_ext  = 'html';
+    $template_type = 'HTML';
   }
 
   # search for the template
@@ -1991,7 +2293,7 @@ sub generate_pdf {
     eval {
       $print_form->prepare_for_printing;
 
-      $$pdf_ref = SL::Helper::CreatePDF->create_pdf(
+      $$doc_ref = SL::Helper::CreatePDF->create_pdf(
         format        => $print_form->{format},
         template_type => $template_type,
         template      => $template_file,
@@ -2000,6 +2302,7 @@ sub generate_pdf {
           longdescription => 'html',
           partnotes       => 'html',
           notes           => 'html',
+          $::form->get_variable_content_types_for_cvars,
         },
       );
       1;
@@ -2186,9 +2489,10 @@ sub save_history {
   )->save;
 }
 
-sub store_pdf_to_webdav_and_filemanagement {
-  my($order, $content, $filename) = @_;
+sub store_doc_to_webdav_and_filemanagement {
+  my ($self, $content, $filename, $variant) = @_;
 
+  my $order = $self->order;
   my @errors;
 
   # copy file to webdav folder
@@ -2205,27 +2509,54 @@ sub store_pdf_to_webdav_and_filemanagement {
       $webdav_file->store(data => \$content);
       1;
     } or do {
-      push @errors, t8('Storing PDF to webdav folder failed: #1', $@);
+      push @errors, t8('Storing the document to the WebDAV folder failed: #1', $@);
     };
   }
   if ($order->id && $::instance_conf->get_doc_storage) {
     eval {
       SL::File->save(object_id     => $order->id,
                      object_type   => $order->type,
-                     mime_type     => 'application/pdf',
+                     mime_type     => SL::MIME->mime_type_from_ext($filename),
                      source        => 'created',
                      file_type     => 'document',
                      file_name     => $filename,
-                     file_contents => $content);
+                     file_contents => $content,
+                     print_variant => $variant);
       1;
     } or do {
-      push @errors, t8('Storing PDF in storage backend failed: #1', $@);
+      push @errors, t8('Storing the document in the storage backend failed: #1', $@);
     };
   }
 
   return @errors;
 }
 
+sub link_requirement_specs_linking_to_created_from_objects {
+  my ($self, @converted_from_oe_ids) = @_;
+
+  return unless @converted_from_oe_ids;
+
+  my $rs_orders = SL::DB::Manager::RequirementSpecOrder->get_all(where => [ order_id => \@converted_from_oe_ids ]);
+  foreach my $rs_order (@{ $rs_orders }) {
+    SL::DB::RequirementSpecOrder->new(
+      order_id            => $self->order->id,
+      requirement_spec_id => $rs_order->requirement_spec_id,
+      version_id          => $rs_order->version_id,
+    )->save;
+  }
+}
+
+sub set_project_in_linked_requirement_specs {
+  my ($self) = @_;
+
+  my $rs_orders = SL::DB::Manager::RequirementSpecOrder->get_all(where => [ order_id => $self->order->id ]);
+  foreach my $rs_order (@{ $rs_orders }) {
+    next if $rs_order->requirement_spec->project_id == $self->order->globalproject_id;
+
+    $rs_order->requirement_spec->update_attributes(project_id => $self->order->globalproject_id);
+  }
+}
+
 1;
 
 __END__
@@ -2354,7 +2685,7 @@ java script functions
 =item * optional client/user behaviour
 
 (transactions has to be set - department has to be set -
- force project if enabled in client config - transport cost reminder)
+ force project if enabled in client config)
 
 =back