1 #=====================================================================
4 # Based on SQL-Ledger Version 2.1.9
5 # Web http://www.lx-office.org
7 #=====================================================================
8 # SQL-Ledger Accounting
9 # Copyright (c) 1998-2002
11 # Author: Dieter Simader
12 # Email: dsimader@sql-ledger.org
13 # Web: http://www.sql-ledger.org
15 # Contributors: Reed White <alta@alta-research.com>
17 # This program is free software; you can redistribute it and/or modify
18 # it under the terms of the GNU General Public License as published by
19 # the Free Software Foundation; either version 2 of the License, or
20 # (at your option) any later version.
22 # This program is distributed in the hope that it will be useful,
23 # but WITHOUT ANY WARRANTY; without even the implied warranty of
24 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
25 # GNU General Public License for more details.
26 # You should have received a copy of the GNU General Public License
27 # along with this program; if not, write to the Free Software
28 # Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston,
30 #======================================================================
32 # customer/vendor module
34 #======================================================================
36 # $locale->text('Customers')
37 # $locale->text('Vendors')
38 # $locale->text('Add Customer')
39 # $locale->text('Add Vendor')
40 # $locale->text('Edit Customer')
41 # $locale->text('Edit Vendor')
42 # $locale->text('Customer saved!')
43 # $locale->text('Vendor saved!')
44 # $locale->text('Customer deleted!')
45 # $locale->text('Cannot delete customer!')
46 # $locale->text('Vendor deleted!')
47 # $locale->text('Cannot delete vendor!')
49 use POSIX qw(strftime);
54 use SL::Request qw(flatten);
57 use SL::DB::DeliveryTerm;
58 use SL::DB::Manager::PaymentTerm;
59 use SL::DB::Manager::TaxZone;
60 use SL::ReportGenerator;
61 use SL::Locale::String qw(t8);
62 use SL::MoreCommon qw(uri_encode);
65 require "bin/mozilla/common.pl";
66 require "bin/mozilla/reportgenerator.pl";
73 sub _zugferd_settings {
74 return ([ -1, $::locale->text('Use settings from client configuration') ],
75 @SL::ZUGFeRD::customer_settings);
79 $main::lxdebug->enter_sub();
81 my $form = $main::form;
82 my $locale = $main::locale;
84 $form->{IS_CUSTOMER} = $form->{db} eq 'customer';
86 $::auth->assert('customer_report_view') if $form->{IS_CUSTOMER};
87 $::auth->assert('vendor_report_view') if !$form->{IS_CUSTOMER};
89 $form->get_lists("business_types" => "ALL_BUSINESS_TYPES",
90 "salesmen" => "ALL_SALESMEN");
91 $form->{ALL_PAYMENT_TERMS} = SL::DB::Manager::PaymentTerm->get_all_sorted;
92 $form->{ALL_TAXZONES} = SL::DB::Manager::TaxZone ->get_all_sorted;
93 $form->{SHOW_BUSINESS_TYPES} = scalar @{ $form->{ALL_BUSINESS_TYPES} } > 0;
95 $form->{CUSTOM_VARIABLES} = CVar->get_configs('module' => 'CT');
96 ($form->{CUSTOM_VARIABLES_FILTER_CODE},
97 $form->{CUSTOM_VARIABLES_INCLUSION_CODE}) = CVar->render_search_options('variables' => $form->{CUSTOM_VARIABLES},
98 'include_prefix' => 'l_',
99 'include_value' => 'Y');
101 $form->{title} = $form->{IS_CUSTOMER} ? $locale->text('Customers') : $locale->text('Vendors');
103 $form->{ZUGFERD_SETTINGS} = [ _zugferd_settings() ];
105 setup_ct_search_action_bar();
108 print $form->parse_html_template('ct/search');
110 $main::lxdebug->leave_sub();
114 $::lxdebug->enter_sub;
116 $::auth->assert('contact_person_report_view');
118 $::form->{CUSTOM_VARIABLES} = CVar->get_configs('module' => 'Contacts');
119 ($::form->{CUSTOM_VARIABLES_FILTER_CODE},
120 $::form->{CUSTOM_VARIABLES_INCLUSION_CODE}) = CVar->render_search_options('variables' => $::form->{CUSTOM_VARIABLES},
121 'include_prefix' => 'l.',
122 'filter_prefix' => 'filter.',
123 'include_value' => 'Y');
125 $::form->{title} = $::locale->text('Search contacts');
127 setup_ct_search_contact_action_bar();
129 print $::form->parse_html_template('ct/search_contact');
131 $::lxdebug->leave_sub;
135 $main::lxdebug->enter_sub();
137 my $form = $main::form;
138 my %myconfig = %main::myconfig;
139 my $locale = $main::locale;
141 $form->{IS_CUSTOMER} = $form->{db} eq 'customer';
143 report_generator_set_default_sort('name', 1);
145 CT->search(\%myconfig, \%$form);
147 my $cvar_configs = CVar->get_configs('module' => 'CT');
150 if ($form->{status} eq 'all') {
151 push @options, $locale->text('All');
152 } elsif ($form->{status} eq 'orphaned') {
153 push @options, $locale->text('Orphaned');
156 my @zugferd_settings_list = _zugferd_settings();
157 my $zugferd_filter = $form->{create_zugferd_invoices} eq '' ? undef : $zugferd_settings_list[$form->{create_zugferd_invoices} + 1]->[1];
159 push @options, $locale->text('Name') . " : $form->{name}" if $form->{name};
160 push @options, $locale->text('Department') . ' 1' . " : $form->{department_1}" if $form->{department_1};
161 push @options, $locale->text('Department') . ' 2' . " : $form->{department_2}" if $form->{department_2};
162 push @options, $locale->text('Contact') . " : $form->{contact}" if $form->{contact};
163 push @options, $locale->text('Number') . qq| : $form->{"$form->{db}number"}| if $form->{"$form->{db}number"};
164 push @options, $locale->text('E-mail') . " : $form->{email}" if $form->{email};
165 push @options, $locale->text('All phone numbers') . " : $form->{all_phonenumbers}" if $form->{all_phonenumbers};
166 push @options, $locale->text('Contact person (surname)') . " : $form->{cp_name}" if $form->{cp_name};
167 push @options, $locale->text('Billing/shipping address (city)') . " : $form->{addr_city}" if $form->{addr_city};
168 push @options, $locale->text('Billing/shipping address (zipcode)') . " : $form->{addr_zipcode}" if $form->{addr_zipcode};
169 push @options, $locale->text('Billing/shipping address (street)') . " : $form->{addr_street}" if $form->{addr_street};
170 push @options, $locale->text('Billing/shipping address (country)') . " : $form->{addr_country}" if $form->{addr_country};
171 push @options, $locale->text('Billing/shipping address (GLN)') . " : $form->{addr_gln}" if $form->{addr_gln};
172 push @options, $locale->text('Quick Search') . " : $form->{all}" if $form->{all};
173 push @options, $locale->text('Factur-X/ZUGFeRD settings') . " : $zugferd_filter" if $zugferd_filter;
174 push @options, $locale->text('Dunning lock') . " : $form->{dunning_lock}" if $form->{dunning_lock} ne '';
176 if ($form->{business_id}) {
177 my $business = SL::DB::Manager::Business->find_by(id => $form->{business_id});
179 my $label = $form->{IS_CUSTOMER} ? $::locale->text('Customer type') : $::locale->text('Vendor type');
180 push @options, $label . " : " . $business->description;
183 if ($form->{salesman_id}) {
184 my $salesman = SL::DB::Manager::Employee->find_by(id => $form->{salesman_id});
186 push @options, $locale->text('Salesman') . " : " . $salesman->name;
190 if ($form->{payment_id}) {
191 my $payment = SL::DB::Manager::PaymentTerm->find_by(id => $form->{payment_id});
193 push @options, $locale->text('Payment Term') . " : " . $payment->description;
197 if ($form->{taxzone_id}) {
198 my $tax_zone = SL::DB::Manager::TaxZone->find_by(id => $form->{taxzone_id});
200 push @options, $locale->text('Tax rate') . " : " . $tax_zone->description;
204 if ( $form->{insertdatefrom} or $form->{insertdateto} ) {
205 push @options, $locale->text('Insert Date');
206 push @options, $locale->text('From') . " " . $locale->date(\%myconfig, $form->{insertdatefrom}, 1) if $form->{insertdatefrom};
207 push @options, $locale->text('Bis') . " " . $locale->date(\%myconfig, $form->{insertdateto}, 1) if $form->{insertdateto};
211 'id', 'name', "$form->{db}number", 'contact', 'main_contact_person',
212 'department_1', 'department_2', 'phone', 'discount',
213 'fax', 'email', 'taxnumber', 'street', 'zipcode' , 'city',
214 'business', 'payment', 'taxzone', 'invnumber', 'ordnumber', 'quonumber', 'salesman',
215 'country', 'gln', 'insertdate', 'pricegroup', 'contact_origin', 'invoice_mail',
216 'creditlimit', 'ustid', 'commercial_court', 'delivery_order_mail', 'dunning_lock'
219 my @includeable_custom_variables = grep { $_->{includeable} } @{ $cvar_configs };
220 my @searchable_custom_variables = grep { $_->{searchable} } @{ $cvar_configs };
221 my %column_defs_cvars = map { +"cvar_$_->{name}" => { 'text' => $_->{description} } } @includeable_custom_variables;
223 push @columns, map { "cvar_$_->{name}" } @includeable_custom_variables;
226 'id' => { 'text' => $locale->text('ID'), },
227 "$form->{db}number" => { 'text' => $locale->text('Number'), },
228 'name' => { 'text' => $form->{IS_CUSTOMER} ? $::locale->text('Customer Name') : $::locale->text('Vendor Name'), },
229 'contact' => { 'text' => $locale->text('Contact'), },
230 'main_contact_person' => { 'text' => $locale->text('Main Contact Person'), },
231 'department_1' => { 'text' => $locale->text('Department') . " 1", },
232 'department_2' => { 'text' => $locale->text('Department') . " 2", },
233 'phone' => { 'text' => $locale->text('Phone'), },
234 'fax' => { 'text' => $locale->text('Fax'), },
235 'email' => { 'text' => $locale->text('E-mail'), },
236 'cc' => { 'text' => $locale->text('Cc'), },
237 'taxnumber' => { 'text' => $locale->text('Tax Number'), },
238 'business' => { 'text' => $locale->text('Type of Business'), },
239 'invnumber' => { 'text' => $locale->text('Invoice'), },
240 'ordnumber' => { 'text' => $form->{IS_CUSTOMER} ? $locale->text('Sales Order') : $locale->text('Purchase Order'), },
241 'quonumber' => { 'text' => $form->{IS_CUSTOMER} ? $locale->text('Quotation') : $locale->text('Request for Quotation'), },
242 'street' => { 'text' => $locale->text('Street'), },
243 'zipcode' => { 'text' => $locale->text('Zipcode'), },
244 'city' => { 'text' => $locale->text('City'), },
245 'country' => { 'text' => $locale->text('Country'), },
246 'gln' => { 'text' => $locale->text('GLN'), },
247 'salesman' => { 'text' => $locale->text('Salesman'), },
248 'discount' => { 'text' => $locale->text('Discount'), },
249 'payment' => { 'text' => $locale->text('Payment Terms'), },
250 'taxzone' => { 'text' => $locale->text('Tax rate'), },
251 'insertdate' => { 'text' => $locale->text('Insert Date'), },
252 'pricegroup' => { 'text' => $locale->text('Pricegroup'), },
253 'invoice_mail' => { 'text' => $locale->text('Email of the invoice recipient'), },
254 'delivery_order_mail' => { 'text' => $locale->text('Email of the delivery order recipient'), },
255 'contact_origin' => { 'text' => $locale->text('Origin of personal data'), },
256 'creditlimit' => { 'text' => $locale->text('Credit Limit'), },
257 'ustid' => { 'text' => $locale->text('VAT ID'), },
258 'commercial_court' => { 'text' => $locale->text('Commercial court'), },
259 create_zugferd_invoices => { text => $locale->text('Factur-X/ZUGFeRD settings'), },
260 'dunning_lock' => { 'text' => $locale->text('Dunning lock'), },
264 map { $column_defs{$_}->{visible} = $form->{"l_$_"} eq 'Y' } @columns;
266 my @hidden_variables = ( qw(
267 db status obsolete name contact email cp_name addr_street addr_zipcode
268 addr_city addr_country addr_gln business_id salesman_id insertdateto insertdatefrom all
269 all_phonenumbers dunning_lock department_1 department_2 payment_id taxzone_id
270 ), "$form->{db}number",
271 map({ "cvar_$_->{name}" } @searchable_custom_variables),
272 map({'cvar_'. $_->{name} .'_from'} grep({$_->{type} eq 'date'} @searchable_custom_variables)),
273 map({'cvar_'. $_->{name} .'_to'} grep({$_->{type} eq 'date'} @searchable_custom_variables)),
274 map({'cvar_'. $_->{name} .'_qtyop'} grep({$_->{type} eq 'number'} @searchable_custom_variables)),
275 map({ "l_$_" } @columns),
278 my @hidden_nondefault = grep({ $form->{$_} } @hidden_variables);
279 my $callback = build_std_url('action=list_names', grep { $form->{$_} } @hidden_nondefault);
280 $form->{callback} = "$callback&sort=" . E($form->{sort}) . "&sortdir=" . E($form->{sortdir});
283 my $sortdir = $form->{sort} eq $_ ? 1 - $form->{sortdir} : $form->{sortdir};
284 $column_defs{$_}->{link} = "${callback}&sort=${_}&sortdir=${sortdir}";
287 my ($ordertype, $quotationtype, $attachment_basename);
288 if ($form->{IS_CUSTOMER}) {
289 $form->{title} = $locale->text('Customers');
290 $ordertype = 'sales_order';
291 $quotationtype = 'sales_quotation';
292 $attachment_basename = $locale->text('customer_list');
295 $form->{title} = $locale->text('Vendors');
296 $ordertype = 'purchase_order';
297 $quotationtype = 'request_quotation';
298 $attachment_basename = $locale->text('vendor_list');
301 my $report = SL::ReportGenerator->new(\%myconfig, $form);
303 $report->set_options('top_info_text' => join("\n", @options),
304 'raw_bottom_info_text' => $form->parse_html_template('ct/list_names_bottom'),
305 'output_format' => 'HTML',
306 'title' => $form->{title},
307 'attachment_basename' => $attachment_basename . strftime('_%Y%m%d', localtime time),
309 $report->set_options_from_form();
310 $locale->set_numberformat_wo_thousands_separator(\%myconfig) if lc($report->{options}->{output_format}) eq 'csv';
312 $report->set_columns(%column_defs);
313 $report->set_column_order(@columns);
315 $report->set_export_options('list_names', @hidden_variables, qw(sort sortdir));
317 $report->set_sort_indicator($form->{sort}, $form->{sortdir});
319 CVar->add_custom_variables_to_report('module' => 'CT',
320 'trans_id_field' => 'id',
321 'configs' => $cvar_configs,
322 'column_defs' => \%column_defs,
323 'data' => $form->{CT});
327 foreach my $ref (@{ $form->{CT} }) {
328 my $row = { map { $_ => { 'data' => '' } } @columns };
330 if ($ref->{id} ne $previous_id) {
331 $previous_id = $ref->{id};
332 $ref->{discount} = $form->format_amount(\%myconfig, $ref->{discount} * 100.0, 2);
333 $ref->{creditlimit} = $form->format_amount(\%myconfig, $ref->{creditlimit}, 2);
334 map { $row->{$_}->{data} = $ref->{$_} } @columns;
336 $row->{name}->{link} = build_std_url('script=controller.pl', 'action=CustomerVendor/edit', 'id=' . E($ref->{id}), 'callback', @hidden_nondefault);
337 $row->{email}->{link} = 'mailto:' . E($ref->{email});
340 my $base_url = build_std_url("script=controller.pl", 'action=Order/edit', 'id=' . E($ref->{invid}), 'callback', @hidden_nondefault);
342 $row->{invnumber}->{link} = $base_url;
343 $row->{ordnumber}->{link} = $base_url . "&type=${ordertype}";
344 $row->{quonumber}->{link} = $base_url . "&type=${quotationtype}";
345 my $column = $ref->{formtype} eq 'invoice' ? 'invnumber' : $ref->{formtype} eq 'order' ? 'ordnumber' : 'quonumber';
346 $row->{$column}->{data} = $ref->{$column};
348 if (my $number = SL::CTI->sanitize_number(number => $ref->{phone})) {
349 $row->{phone}->{link} = SL::CTI->call_link(number => $number);
350 $row->{phone}->{link_class} = 'cti_call_action';
353 $report->add_data($row);
356 setup_ct_list_names_action_bar();
357 $report->generate_with_headers();
359 $main::lxdebug->leave_sub();
363 $::lxdebug->enter_sub;
365 $::form->{sortdir} = 1 unless defined $::form->{sortdir};
367 my @contacts = CT->search_contacts(
368 search_term => $::form->{search_term},
369 filter => $::form->{filter},
372 my $cvar_configs = CVar->get_configs('module' => 'Contacts');
375 cp_id vcname vcnumber cp_name cp_givenname cp_street cp_zipcode cp_city cp_phone1 cp_phone2 cp_privatphone
376 cp_mobile1 cp_mobile2 cp_fax cp_email cp_privatemail cp_abteilung cp_position cp_birthday cp_gender
379 my @includeable_custom_variables = grep { $_->{includeable} } @{ $cvar_configs };
380 my @searchable_custom_variables = grep { $_->{searchable} } @{ $cvar_configs };
381 my %column_defs_cvars = map { +"cvar_$_->{name}" => { 'text' => $_->{description} } } @includeable_custom_variables;
383 push @columns, map { "cvar_$_->{name}" } @includeable_custom_variables;
387 @visible_columns = grep { $::form->{l}{$_} } @columns;
388 push @visible_columns, qw(cp_phone1 cp_phone2) if $::form->{l}{cp_phone};
389 push @visible_columns, qw(cp_mobile1 cp_mobile2) if $::form->{l}{cp_mobile};
391 @visible_columns = qw(vcname vcnumber cp_name cp_givenname cp_phone1 cp_phone2 cp_mobile1 cp_email);
395 'cp_id' => { 'text' => $::locale->text('ID'), },
396 'vcname' => { 'text' => $::locale->text('Customer/Vendor'), },
397 'vcnumber' => { 'text' => $::locale->text('Customer/Vendor Number'), },
398 'cp_name' => { 'text' => $::locale->text('Name'), },
399 'cp_givenname' => { 'text' => $::locale->text('Given Name'), },
400 'cp_street' => { 'text' => $::locale->text('Street'), },
401 'cp_zipcode' => { 'text' => $::locale->text('Zipcode'), },
402 'cp_city' => { 'text' => $::locale->text('City'), },
403 'cp_phone1' => { 'text' => $::locale->text('Phone1'), },
404 'cp_phone2' => { 'text' => $::locale->text('Phone2'), },
405 'cp_mobile1' => { 'text' => $::locale->text('Mobile1'), },
406 'cp_mobile2' => { 'text' => $::locale->text('Mobile2'), },
407 'cp_email' => { 'text' => $::locale->text('E-mail'), },
408 'cp_abteilung' => { 'text' => $::locale->text('Department'), },
409 'cp_position' => { 'text' => $::locale->text('Function/position'), },
410 'cp_birthday' => { 'text' => $::locale->text('Birthday'), },
411 'cp_gender' => { 'text' => $::locale->text('Gender'), },
412 'cp_fax' => { 'text' => $::locale->text('Fax'), },
413 'cp_privatphone' => { 'text' => $::locale->text('Private Phone') },
414 'cp_privatemail' => { 'text' => $::locale->text('Private E-mail') },
418 map { $column_defs{$_}->{visible} = 1 } @visible_columns;
420 my @hidden_variables = (qw(search_term filter l));
421 my $hide_vars = { map { $_ => $::form->{$_} } @hidden_variables };
422 my @hidden_nondefault = grep({ $::form->{$_} } @hidden_variables);
423 my $callback = build_std_url('action=list_contacts', join '&', map { E($_->[0]) . '=' . E($_->[1]) } @{ flatten($hide_vars) });
424 $::form->{callback} = "$callback&sort=" . E($::form->{sort});
426 map { $column_defs{$_}->{link} = "${callback}&sort=${_}&sortdir=" . ($::form->{sort} eq $_ ? 1 - $::form->{sortdir} : $::form->{sortdir}) } @columns;
428 $::form->{title} = $::locale->text('Contacts');
430 my $report = SL::ReportGenerator->new(\%::myconfig, $::form);
433 push @options, $::locale->text('Search term') . ': ' . $::form->{search_term} if $::form->{search_term};
434 for (qw(cp_name cp_givenname cp_title cp_email cp_abteilung cp_project)) {
435 push @options, $column_defs{$_}{text} . ': ' . $::form->{filter}{$_} if $::form->{filter}{$_};
437 if ($::form->{filter}{status}) {
438 push @options, $::locale->text('Status') . ': ' . (
439 $::form->{filter}{status} =~ /active/ ? $::locale->text('Active') :
440 $::form->{filter}{status} =~ /orphaned/ ? $::locale->text('Orphaned') :
441 $::form->{filter}{status} =~ /all/ ? $::locale->text('All') : ''
446 $report->set_options('top_info_text' => join("\n", @options),
447 'output_format' => 'HTML',
448 'title' => $::form->{title},
449 'attachment_basename' => $::locale->text('contact_list') . strftime('_%Y%m%d', localtime time),
451 $report->set_options_from_form;
453 $report->set_columns(%column_defs);
454 $report->set_column_order(@columns);
456 $report->set_export_options('list_contacts', @hidden_variables);
458 $report->set_sort_indicator($::form->{sort}, $::form->{sortdir});
460 CVar->add_custom_variables_to_report('module' => 'Contacts',
461 'trans_id_field' => 'cp_id',
462 'configs' => $cvar_configs,
463 'column_defs' => \%column_defs,
464 'data' => \@contacts);
467 foreach my $ref (@contacts) {
468 my $row = { map { $_ => { 'data' => $ref->{$_} } } @columns };
470 $row->{vcname}->{link} = build_std_url('script=controller.pl', 'action=CustomerVendor/edit', 'id=' . E($ref->{vcid}), 'db=' . E($ref->{db}), 'callback', @hidden_nondefault);
471 $row->{vcnumber}->{link} = $row->{vcname}->{link};
473 for (qw(cp_email cp_privatemail)) {
474 $row->{$_}->{link} = 'mailto:' . E($ref->{$_}) if $ref->{$_};
477 for (qw(cp_phone1 cp_phone2 cp_mobile1)) {
478 next unless my $number = SL::CTI->sanitize_number(number => $ref->{$_});
480 $row->{$_}->{link} = SL::CTI->call_link(number => $number);
481 $row->{$_}->{link_class} = 'cti_call_action';
484 $report->add_data($row);
487 $report->generate_with_headers();
489 $::lxdebug->leave_sub;
492 sub setup_ct_search_action_bar {
495 for my $bar ($::request->layout->get('actionbar')) {
499 submit => [ '#form', { action => 'list_names' } ],
500 accesskey => 'enter',
506 sub setup_ct_list_names_action_bar {
509 for my $bar ($::request->layout->get('actionbar')) {
513 submit => [ '#new_form', { action => 'CustomerVendor/add' } ],
514 accesskey => 'enter',
520 sub setup_ct_search_contact_action_bar {
523 for my $bar ($::request->layout->get('actionbar')) {
527 submit => [ '#form', { action => 'list_contacts' } ],
528 accesskey => 'enter',
534 sub continue { call_sub($main::form->{nextsub}); }