# GNU General Public License for more details.
# You should have received a copy of the GNU General Public License
# along with this program; if not, write to the Free Software
-# Foundation, Inc., 675 Mass Ave, Cambridge, MA 02139, USA.
+# Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston,
+# MA 02110-1335, USA.
#======================================================================
#
# module for preparing Income Statement and Balance Sheet
use SL::DB::Default;
use SL::DB::Project;
use SL::DB::Customer;
-use SL::PE;
use SL::RP;
use SL::Iconv;
+use SL::Locale::String qw(t8);
+use SL::Presenter::Tag;
use SL::ReportGenerator;
use Data::Dumper;
use List::MoreUtils qw(any);
-require "bin/mozilla/arap.pl";
require "bin/mozilla/common.pl";
require "bin/mozilla/reportgenerator.pl";
# $locale->text('Payments')
# $locale->text('Project Transactions')
# $locale->text('Business evaluation')
+# $locale->text('Final Invoice, please use mark as paid manually')
# $form->parse_html_template('rp/html_report_susa')
my $rp_access_map = {
- 'projects' => 'report',
- 'ar_aging' => 'general_ledger',
- 'ap_aging' => 'general_ledger',
- 'receipts' => 'cash',
- 'payments' => 'cash',
- 'trial_balance' => 'report',
- 'income_statement' => 'report',
- 'bwa' => 'report',
- 'balance_sheet' => 'report',
+ 'projects' => 'report',
+ 'ar_aging' => 'general_ledger',
+ 'ap_aging' => 'general_ledger',
+ 'receipts' => 'cash',
+ 'payments' => 'cash',
+ 'trial_balance' => 'report',
+ 'income_statement' => 'report',
+ 'erfolgsrechnung' => 'report',
+ 'bwa' => 'report',
+ 'balance_sheet' => 'report',
};
sub check_rp_access {
my %title = (
balance_sheet => $::locale->text('Balance Sheet'),
income_statement => $::locale->text('Income Statement'),
+ erfolgsrechnung => $::locale->text('Erfolgsrechnung'),
trial_balance => $::locale->text('Trial Balance'),
ar_aging => $::locale->text('Search AR Aging'),
ap_aging => $::locale->text('Search AP Aging'),
);
$::form->{title} = $title{$::form->{report}};
- $::request->{layout}->add_javascripts('autocomplete_customer.js');
+ $::request->{layout}->add_javascripts('kivi.CustomerVendor.js');
+ $::request->{layout}->add_javascripts('autocomplete_project.js');
+ $::form->{fromdate} = DateTime->today->truncate(to => 'year')->to_kivitendo;
+ $::form->{todate} = DateTime->today->truncate(to => 'year')->add(years => 1)->add(days => -1)->to_kivitendo;
# get departments
$::form->all_departments(\%::myconfig);
$::form->get_lists("projects" => { "key" => "ALL_PROJECTS", "all" => 1 });
- my $is_projects = $::form->{report} eq "projects";
- my $is_income_statement = $::form->{report} eq "income_statement";
- my $is_bwa = $::form->{report} eq "bwa";
- my $is_balance_sheet = $::form->{report} eq "balance_sheet";
- my $is_trial_balance = $::form->{report} eq "trial_balance";
- my $is_aging = $::form->{report} =~ /^a[rp]_aging$/;
- my $is_payments = $::form->{report} =~ /(receipts|payments)$/;
+ my $is_projects = $::form->{report} eq "projects";
+ my $is_income_statement = $::form->{report} eq "income_statement";
+ my $is_erfolgsrechnung = $::form->{report} eq "erfolgsrechnung";
+ my $is_bwa = $::form->{report} eq "bwa";
+ my $is_balance_sheet = $::form->{report} eq "balance_sheet";
+ my $is_trial_balance = $::form->{report} eq "trial_balance";
+ my $is_aging = $::form->{report} =~ /^a[rp]_aging$/;
+ my $is_payments = $::form->{report} =~ /(receipts|payments)$/;
+ my $format = 'html';
my ($label, $nextsub, $vc);
if ($is_aging) {
$nextsub = "generate_$::form->{report}";
- # setup vc selection
- $::form->all_vc(\%::myconfig, $::form->{vc}, $is_sales ? "AR" : "AP");
- $vc .= "<option>$_->{name}--$_->{id}\n" for @{ $::form->{"all_$::form->{vc}"} };
- $vc = ($vc)
- ? qq|<select name=$::form->{vc} class="initial_focus"><option>\n$vc</select>|
- : qq|<input name=$::form->{vc} size=35 class="initial_focus">|;
+ $vc = qq|<input name=$::form->{vc} size=35 class="initial_focus">|;
+
+ $format = 'pdf';
}
my ($selection, $paymentaccounts);
}
}
+ setup_rp_report_action_bar();
+
$::form->header;
print $::form->parse_html_template('rp/report', {
- paymentaccounts => $paymentaccounts,
- selection => $selection,
- is_aging => $is_aging,
- vc => $vc,
- label => $label,
- year => DateTime->today->year,
- today => DateTime->today,
- nextsub => $nextsub,
- accrual => $::instance_conf->get_accounting_method ne 'cash',
- cash => $::instance_conf->get_accounting_method eq 'cash',
- is_payments => $is_payments,
- is_trial_balance => $is_trial_balance,
- is_balance_sheet => $is_balance_sheet,
- is_bwa => $is_bwa,
- is_income_statement => $is_income_statement,
- is_projects => $is_projects,
+ paymentaccounts => $paymentaccounts,
+ selection => $selection,
+ is_aging => $is_aging,
+ vc => $vc,
+ label => $label,
+ year => DateTime->today->year,
+ today => DateTime->today,
+ nextsub => $nextsub,
+ is_payments => $is_payments,
+ is_trial_balance => $is_trial_balance,
+ is_balance_sheet => $is_balance_sheet,
+ is_bwa => $is_bwa,
+ is_income_statement => $is_income_statement,
+ is_erfolgsrechnung => $is_erfolgsrechnung,
+ is_projects => $is_projects,
+ format => $format,
});
$::lxdebug->leave_sub;
$main::lxdebug->leave_sub();
}
+sub generate_erfolgsrechnung {
+ $::lxdebug->enter_sub;
+ $::auth->assert('report');
+
+ $::form->{decimalplaces} = $::form->{decimalplaces} * 1 || 2;
+ $::form->{padding} = " ";
+ $::form->{bold} = "<b>";
+ $::form->{endbold} = "</b>";
+ $::form->{br} = "<br>";
+
+ my $data = RP->erfolgsrechnung(\%::myconfig, $::form);
+
+ $::form->header();
+ print $::form->parse_html_template('rp/erfolgsrechnung', $data);
+
+ $::lxdebug->leave_sub;
+}
+
+
sub generate_balance_sheet {
$::lxdebug->enter_sub;
$::auth->assert('report');
my $project = $form->{project_id} ? SL::DB::Project->new(id => $form->{project_id})->load : undef;
$form->{projectnumber} = $project ? $project->projectnumber : '';
+ # make sure todate and fromdate always have a value, even if the date fields
+ # were left empty or the inputs weren't valid dates/couldn't be parsed
+
+ $project = SL::DB::Project->new() unless $project; # dummy object for dbh
+ unless ($::locale->parse_date_to_object($::form->{fromdate})) {
+ ($form->{fromdate}) = $project->db->dbh->selectrow_array('select min(transdate) from acc_trans');
+ };
+
+ unless ($::locale->parse_date_to_object($::form->{todate})) {
+ ($form->{todate}) = $project->db->dbh->selectrow_array('select max(transdate) from acc_trans');
+ };
+
$form->{nextsub} = "generate_projects";
$form->{title} = $locale->text('Project Transactions');
RP->trial_balance(\%myconfig, \%$form);
my $attachment_basename = $locale->text('trial_balance');
my $report = SL::ReportGenerator->new(\%myconfig, $form);
- my @hidden_variables = qw(fromdate todate year method);
+ my @hidden_variables = qw(fromdate todate year method department_id all_accounts);
my $href = build_std_url('action=generate_trial_balance', grep { $form->{$_} } @hidden_variables);
sub generate_ar_aging {
$main::lxdebug->enter_sub();
- $main::auth->assert('general_ledger');
+ $main::auth->assert('general_ledger | ar_transactions');
my $form = $main::form;
my %myconfig = %main::myconfig;
sub generate_ap_aging {
$main::lxdebug->enter_sub();
- $main::auth->assert('general_ledger');
+ $main::auth->assert('general_ledger | ap_transactions');
my $form = $main::form;
my %myconfig = %main::myconfig;
my $report = SL::ReportGenerator->new(\%myconfig, $form);
- my @columns = qw(statement ct invnumber transdate duedate amount open);
-
+ my @columns = qw(statement ct invnumber transdate duedate amount open datepaid current_open type);
my %column_defs = (
- 'statement' => { 'text' => '', 'visible' => $form->{ct} eq 'customer' ? 'HTML' : 0, },
+ 'statement' => { raw_header_data => SL::Presenter::Tag::checkbox_tag("checkall", checkall => '[name^=statement_]'), 'visible' => $form->{ct} eq 'customer' ? 'HTML' : 0, align => "center" },
'ct' => { 'text' => $form->{ct} eq 'customer' ? $locale->text('Customer') : $locale->text('Vendor'), },
'invnumber' => { 'text' => $locale->text('Invoice'), },
'transdate' => { 'text' => $locale->text('Date'), },
'duedate' => { 'text' => $locale->text('Due'), },
'amount' => { 'text' => $locale->text('Amount'), },
'open' => { 'text' => $locale->text('Open'), },
+ 'datepaid' => { 'text' => $locale->text('Date of Last Payment'), visible => ($form->{reporttype} eq 'custom') },
+ 'current_open' => { 'text' => $locale->text('Open Amount at Last Payment Date'), visible => ($form->{reporttype} eq 'custom') },
+ 'type' => { 'text' => $locale->text('Note'), },
);
my %column_alignment = ('statement' => 'center',
- map { $_ => 'right' } qw(open amount));
+ map { $_ => 'right' } qw(open amount current_open datepaid));
$report->set_options('std_column_visibility' => 1);
$report->set_columns(%column_defs);
$report->set_column_order(@columns);
-
- my @hidden_variables = qw(todate customer vendor arap title ct fordate reporttype);
+ my @hidden_variables = qw(todate customer vendor arap title ct fordate reporttype department fromdate);
$report->set_export_options('generate_' . ($form->{arap} eq 'ar' ? 'ar' : 'ap') . '_aging', @hidden_variables);
my @options;
$form->{title} = sprintf($locale->text('Ap aging on %s'), $form->{todate});
}
- if ($form->{fromdate}) {
- push @options, $locale->text('for Period') . " " . $locale->text('From') . " " .$locale->date(\%myconfig, $form->{fromdate}, 1) . " " . $locale->text('Bis') . " " . $locale->date(\%myconfig, $form->{todate}, 1);
+ $form->{callback} .= "&reporttype=" . E($form->{reporttype});
+ if ($form->{reporttype} eq 'free') {
+ if ($form->{fromdate}) {
+ push @options, $locale->text('for Period') . " " . $locale->text('From') . " " .
+ $locale->date(\%myconfig, $form->{fromdate}, 1) . " " .
+ $locale->text('Bis') . " " . $locale->date(\%myconfig, $form->{todate}, 1);
+ } else {
+ push @options, $locale->text('for Period') . " " . $locale->text('Bis') . " " .
+ $locale->date(\%myconfig, $form->{todate}, 1);
+ }
+ } elsif ($form->{reporttype} eq 'custom') {
+ push @options, $locale->text('Reference day') . " " . $locale->date(\%myconfig, $form->{fordate}, 1);
} else {
- push @options, $locale->text('for Period') . " " . $locale->text('Bis') . " " . $locale->date(\%myconfig, $form->{todate}, 1);
+ die "Unknown reporttype for aging";
}
$attachment_basename = $form->{ct} eq 'customer' ? $locale->text('ar_aging_list') : $locale->text('ap_aging_list');
my $previous_ctid = 0;
my $row_idx = 0;
- my @periods = qw(open amount);
+ my @periods = qw(open amount current_open);
my %subtotals = map { $_ => 0 } @periods;
my %totals = map { $_ => 0 } @periods;
}
$row->{invnumber}->{link} = build_std_url("script=$ref->{module}.pl", 'action=edit', 'callback', 'id=' . E($ref->{id}));
+ if ($row->{type}->{data} eq 'final_invoice') {
+ $row->{type}->{data} = $locale->text('Final Invoice, please use mark as paid manually');
+ $row->{type}->{link} = build_std_url("script=$ref->{module}.pl", 'action=edit', 'callback', 'id=' . E($ref->{id}));
+ } else {
+ $row->{type}->{data} = '';
+ }
if ($previous_ctid != $ref->{ctid}) {
$row->{statement}->{raw_data} =
'raw_bottom_info_text' => $raw_bottom_info_text);
}
+ setup_rp_aging_action_bar(arap => $form->{arap});
$report->generate_with_headers();
$main::lxdebug->leave_sub();
}
-sub select_all {
- $main::lxdebug->enter_sub();
-
- my $form = $main::form;
- my %myconfig = %main::myconfig;
- my $locale = $main::locale;
-
- RP->aging(\%myconfig, \%$form);
-
- map { $_->{checked} = "checked" } @{ $form->{AG} };
-
- &aging;
-
- $main::lxdebug->leave_sub();
-}
-
-sub e_mail {
- $::lxdebug->enter_sub;
- $::auth->assert('general_ledger');
-
- # get name and email addresses
- my $selected = 0;
- for my $i (1 .. $::form->{rowcount}) {
- next unless $::form->{"statement_$i"};
- $::form->{"$::form->{ct}_id"} = $::form->{"$::form->{ct}_id_$i"};
- RP->get_customer(\%::myconfig, $::form);
- $selected = 1;
- last;
- }
-
- $::form->error($::locale->text('Nothing selected!')) unless $selected;
-
- $::form->{media} = "email";
-
- # save all other variables
- my @hidden_values;
- for my $key (keys %$::form) {
- next if any { $key eq $_ } qw(login password action email cc bcc subject message type sendmode format header);
- next unless '' eq ref $::form->{$key};
- push @hidden_values, $key;
- }
-
- $::form->header;
- print $::form->parse_html_template('rp/e_mail', {
- show_bcc => $::auth->assert('email_bcc', 'may fail'),
- print_options => print_options(inline => 1),
- hidden_values => \@hidden_values,
- });
-
- $::lxdebug->leave_sub;
-}
-
sub send_email {
$main::lxdebug->enter_sub();
RP->aging(\%myconfig, \%$form);
- $form->{"statement_1"} = 1;
+ my $email_form = delete $form->{email_form};
+ my %field_names = (to => 'email');
+
+ $form->{ $field_names{$_} // $_ } = $email_form->{$_} for keys %{ $email_form };
$form->{media} = 'email';
print_form();
$::form->{SM}{ $::form->{sendmode} } = "selected";
my $output = $::form->parse_html_template('rp/print_options', {
- got_printer => $::myconfig{printer},
- show_latex => $::lx_office_conf{print_templates}->{latex},
is_email => $::form->{media} eq 'email',
});
$main::lxdebug->leave_sub();
}
+
+sub setup_rp_aging_action_bar {
+ my %params = @_;
+
+ return unless $params{arap} eq 'ar';
+
+ for my $bar ($::request->layout->get('actionbar')) {
+ $bar->add(
+ combobox => [
+ action => [
+ t8('Print'),
+ call => [ 'kivi.SalesPurchase.show_print_dialog' ],
+ checks => [ [ 'kivi.check_if_entries_selected', '[name^=statement_]' ] ],
+ ],
+ action => [
+ t8('E Mail'),
+ call => [ 'kivi.SalesPurchase.show_email_dialog', 'send_email' ],
+ checks => [ [ 'kivi.check_if_entries_selected', '[name^=statement_]' ] ],
+ ],
+ ],
+ );
+ }
+}
+
+sub setup_rp_report_action_bar {
+ my %params = @_;
+
+ for my $bar ($::request->layout->get('actionbar')) {
+ $bar->add(
+ action => [
+ t8('Continue'),
+ submit => [ '#form', { action => 'continue' } ],
+ accesskey => 'enter',
+ ],
+ );
+ }
+}
+
1;
projects / kivitendo-erp.git / blobdiff