PriceRule: customervendor accessor in Rechnungen

[mfinanz.git] / SL / DB / Invoice.pm

diff --git a/SL/DB/Invoice.pm b/SL/DB/Invoice.pm
index 91ee14c8584f404f23e50535c98d2b041a2a94cb..ae1c596d61f89b3751f3459a8a9079a8275456e9 100644 (file)
--- a/SL/DB/Invoice.pm
+++ b/SL/DB/Invoice.pm
@@ -8,6 +8,8 @@ use strict;
 use Carp;
 use List::Util qw(first);
 
 use Carp;
 use List::Util qw(first);
 

+use Rose::DB::Object::Helpers ();
+

 use SL::DB::MetaSetup::Invoice;
 use SL::DB::Manager::Invoice;
 use SL::DB::Helper::FlattenToForm;
 use SL::DB::MetaSetup::Invoice;
 use SL::DB::Manager::Invoice;
 use SL::DB::Helper::FlattenToForm;


@@ -15,9 +17,7 @@ use SL::DB::Helper::LinkedRecords;
 use SL::DB::Helper::PriceTaxCalculator;
 use SL::DB::Helper::PriceUpdater;
 use SL::DB::Helper::TransNumberGenerator;
 use SL::DB::Helper::PriceTaxCalculator;
 use SL::DB::Helper::PriceUpdater;
 use SL::DB::Helper::TransNumberGenerator;

-use SL::DB::AccTransaction;
-use SL::DB::Chart;
-use SL::DB::Employee;
+use SL::Locale::String qw(t8);

 
 __PACKAGE__->meta->add_relationship(
   invoiceitems => {
 
 __PACKAGE__->meta->add_relationship(
   invoiceitems => {


@@ -28,43 +28,55 @@ __PACKAGE__->meta->add_relationship(
       with_objects => [ 'part' ]
     }
   },
       with_objects => [ 'part' ]
     }
   },

-  payment_term => {
-    type       => 'one to one',
-    class      => 'SL::DB::PaymentTerm',
-    column_map => { payment_id => 'id' },
-  },
-  contact      => {
-    type       => 'one to one',
-    class      => 'SL::DB::Contact',
-    column_map => { cp_id => 'cp_id' },
-  },
-  shipto       => {
-    type       => 'one to one',
-    class      => 'SL::DB::Shipto',
-    column_map => { shipto_id => 'shipto_id' },
+  storno_invoices => {
+    type          => 'one to many',
+    class         => 'SL::DB::Invoice',
+    column_map    => { id => 'storno_id' },

   },
   },

-  department   => {
-    type       => 'one to one',
-    class      => 'SL::DB::Department',
-    column_map => { department_id => 'id' },
+  sepa_export_items => {
+    type            => 'one to many',
+    class           => 'SL::DB::SepaExportItem',
+    column_map      => { id => 'ar_id' },
+    manager_args    => { with_objects => [ 'sepa_export' ] }

   },
   },

-  language     => {
-    type       => 'one to one',
-    class      => 'SL::DB::Language',
-    column_map => { language_id => 'id' },
-  },
-  employee     => {
-    type       => 'one to one',
-    class      => 'SL::DB::Employee',
-    column_map => { employee_id => 'id' },
+  custom_shipto     => {
+    type            => 'one to one',
+    class           => 'SL::DB::Shipto',
+    column_map      => { id => 'trans_id' },
+    query_args      => [ module => 'AR' ],

   },
 );
 
 __PACKAGE__->meta->initialize;
 
   },
 );
 
 __PACKAGE__->meta->initialize;
 

+__PACKAGE__->before_save('_before_save_set_invnumber');
+
+# hooks
+
+sub _before_save_set_invnumber {
+  my ($self) = @_;
+
+  $self->create_trans_number if !$self->invnumber;
+
+  return 1;
+}
+

 # methods
 
 sub items { goto &invoiceitems; }
 # methods
 
 sub items { goto &invoiceitems; }

+sub add_items { goto &add_invoiceitems; }
+
+sub items_sorted {
+  my ($self) = @_;
+
+  return [ sort {$a->id <=> $b->id } @{ $self->items } ];
+}
+
+sub is_sales {
+  # For compatibility with Order, DeliveryOrder
+  croak 'not an accessor' if @_ > 1;
+  return 1;
+}

 
 # it is assumed, that ordnumbers are unique here.
 sub first_order_by_ordnumber {
 
 # it is assumed, that ordnumbers are unique here.
 sub first_order_by_ordnumber {


@@ -93,7 +105,7 @@ sub taxamount {
   my $self = shift;
   die 'not a setter method' if @_;
 
   my $self = shift;
   die 'not a setter method' if @_;
 

-  return $self->amount - $self->netamount;
+  return ($self->amount || 0) - ($self->netamount || 0);

 }
 
 __PACKAGE__->meta->make_attr_helpers(taxamount => 'numeric(15,5)');
 }
 
 __PACKAGE__->meta->make_attr_helpers(taxamount => 'numeric(15,5)');


@@ -103,20 +115,49 @@ sub closed {
   return $self->paid >= $self->amount;
 }
 
   return $self->paid >= $self->amount;
 }
 

+sub _clone_orderitem_delivery_order_item_cvar {
+  my ($cvar) = @_;
+
+  my $cloned = Rose::DB::Object::Helpers::clone_and_reset($_);
+  $cloned->sub_module('invoice');
+
+  return $cloned;
+}
+

 sub new_from {
   my ($class, $source, %params) = @_;
 
   croak("Unsupported source object type '" . ref($source) . "'") unless ref($source) =~ m/^ SL::DB:: (?: Order | DeliveryOrder ) $/x;
   croak("Cannot create invoices for purchase records")           unless $source->customer_id;
 
 sub new_from {
   my ($class, $source, %params) = @_;
 
   croak("Unsupported source object type '" . ref($source) . "'") unless ref($source) =~ m/^ SL::DB:: (?: Order | DeliveryOrder ) $/x;
   croak("Cannot create invoices for purchase records")           unless $source->customer_id;
 

-  my $terms = $source->can('payment_id') && $source->payment_id ? $source->payment_term->terms_netto : 0;
+  require SL::DB::Employee;
+
+  my $terms = $source->can('payment_id') && $source->payment_id ? $source->payment_terms
+            : $source->customer_id                              ? $source ->customer->payment_terms
+            :                                                     undef;
+
+  my (@columns, @item_columns, $item_parent_id_column, $item_parent_column);
+
+  if (ref($source) eq 'SL::DB::Order') {
+    @columns      = qw(quonumber payment_id delivery_customer_id delivery_vendor_id);
+    @item_columns = qw(subtotal);
+
+    $item_parent_id_column = 'trans_id';
+    $item_parent_column    = 'order';
+
+  } else {
+    @columns      = qw(donumber);
+
+    $item_parent_id_column = 'delivery_order_id';
+    $item_parent_column    = 'delivery_order';
+  }

 
 

-  my %args = ( map({ ( $_ => $source->$_ ) } qw(customer_id taxincluded shippingpoint shipvia notes intnotes curr salesman_id cusordnumber ordnumber quonumber
-                                                department_id cp_id language_id payment_id delivery_customer_id delivery_vendor_id taxzone_id shipto_id
-                                                globalproject_id transaction_description)),
+  my %args = ( map({ ( $_ => $source->$_ ) } qw(customer_id taxincluded shippingpoint shipvia notes intnotes salesman_id cusordnumber ordnumber department_id
+                                                cp_id language_id taxzone_id shipto_id globalproject_id transaction_description currency_id delivery_term_id), @columns),

                transdate   => DateTime->today_local,
                gldate      => DateTime->today_local,
                transdate   => DateTime->today_local,
                gldate      => DateTime->today_local,

-               duedate     => DateTime->today_local->add(days => $terms * 1),
+               duedate     => DateTime->today_local->add(days => ($terms ? $terms->terms_netto * 1 : 1)),
+               payment_id  => $terms ? $terms->id : undef,

                invoice     => 1,
                type        => 'invoice',
                storno      => 0,
                invoice     => 1,
                type        => 'invoice',
                storno      => 0,


@@ -131,17 +172,33 @@ sub new_from {
     $args{quodate}      = $source->transdate;
   }
 
     $args{quodate}      = $source->transdate;
   }
 

-  my $invoice = $class->new(%args, %params);
+  my $invoice = $class->new(%args);
+  $invoice->assign_attributes(%{ $params{attributes} }) if $params{attributes};
+  my $items   = delete($params{items}) || $source->items_sorted;
+  my %item_parents;

 
   my @items = map {
 
   my @items = map {

-    my $source_item = $_;
+    my $source_item      = $_;
+    my $source_item_id   = $_->$item_parent_id_column;
+    my @custom_variables = map { _clone_orderitem_delivery_order_item_cvar($_) } @{ $source_item->custom_variables };
+
+    $item_parents{$source_item_id} ||= $source_item->$item_parent_column;
+    my $item_parent                  = $item_parents{$source_item_id};
+

     SL::DB::InvoiceItem->new(map({ ( $_ => $source_item->$_ ) }
     SL::DB::InvoiceItem->new(map({ ( $_ => $source_item->$_ ) }

-                                 qw(parts_id description qty sellprice discount project_id
-                                    serialnumber pricegroup_id ordnumber transdate cusordnumber unit
-                                    base_qty subtotal longdescription lastcost price_factor_id)),
-                            deliverydate => $source_item->reqdate,
-                            fxsellprice  => $source_item->sellprice,);
-  } @{ $source->items };
+                                 qw(parts_id description qty sellprice discount project_id serialnumber pricegroup_id transdate cusordnumber unit
+                                    base_qty longdescription lastcost price_factor_id), @item_columns),
+                             deliverydate     => $source_item->reqdate,
+                             fxsellprice      => $source_item->sellprice,
+                             custom_variables => \@custom_variables,
+                             ordnumber        => ref($item_parent) eq 'SL::DB::Order'         ? $item_parent->ordnumber : $source_item->ordnumber,
+                             donumber         => ref($item_parent) eq 'SL::DB::DeliveryOrder' ? $item_parent->donumber  : $source_item->can('donumber') ? $source_item->donumber : '',
+                           );
+
+  } @{ $items };
+
+  @items = grep { $_->qty * 1 } @items if $params{skip_items_zero_qty};
+  @items = grep { $_->qty >=0 } @items if $params{skip_items_negative_qty};

 
   $invoice->invoiceitems(\@items);
 
 
   $invoice->invoiceitems(\@items);
 


@@ -151,6 +208,7 @@ sub new_from {
 sub post {
   my ($self, %params) = @_;
 
 sub post {
   my ($self, %params) = @_;
 

+  require SL::DB::Chart;

   if (!$params{ar_id}) {
     my $chart = SL::DB::Manager::Chart->get_all(query   => [ SL::DB::Manager::Chart->link_filter('AR') ],
                                                 sort_by => 'id ASC',
   if (!$params{ar_id}) {
     my $chart = SL::DB::Manager::Chart->get_all(query   => [ SL::DB::Manager::Chart->link_filter('AR') ],
                                                 sort_by => 'id ASC',


@@ -163,7 +221,6 @@ sub post {
     my %data = $self->calculate_prices_and_taxes;
 
     $self->_post_create_assemblyitem_entries($data{assembly_items});
     my %data = $self->calculate_prices_and_taxes;
 
     $self->_post_create_assemblyitem_entries($data{assembly_items});

-    $self->create_trans_number;

     $self->save;
 
     $self->_post_add_acctrans($data{amounts_cogs});
     $self->save;
 
     $self->_post_add_acctrans($data{amounts_cogs});


@@ -188,14 +245,24 @@ sub post {
 sub _post_add_acctrans {
   my ($self, $entries) = @_;
 
 sub _post_add_acctrans {
   my ($self, $entries) = @_;
 

+  my $default_tax_id = SL::DB::Manager::Tax->find_by(taxkey => 0)->id;
+  my $chart_link;
+
+  require SL::DB::AccTransaction;
+  require SL::DB::Chart;

   while (my ($chart_id, $spec) = each %{ $entries }) {
   while (my ($chart_id, $spec) = each %{ $entries }) {

-    $spec = { taxkey => 0, amount => $spec } unless ref $spec;
+    $spec = { taxkey => 0, tax_id => $default_tax_id, amount => $spec } unless ref $spec;
+    $chart_link = SL::DB::Manager::Chart->find_by(id => $chart_id)->{'link'};
+    $chart_link ||= '';
+

     SL::DB::AccTransaction->new(trans_id   => $self->id,
                                 chart_id   => $chart_id,
                                 amount     => $spec->{amount},
     SL::DB::AccTransaction->new(trans_id   => $self->id,
                                 chart_id   => $chart_id,
                                 amount     => $spec->{amount},

+                                tax_id     => $spec->{tax_id},

                                 taxkey     => $spec->{taxkey},
                                 project_id => $self->globalproject_id,
                                 taxkey     => $spec->{taxkey},
                                 project_id => $self->globalproject_id,

-                                transdate  => $self->transdate)->save;
+                                transdate  => $self->transdate,
+                                chart_link => $chart_link)->save;

   }
 }
 
   }
 }
 


@@ -236,6 +303,63 @@ sub _post_update_allocated {
   }
 }
 
   }
 }
 

+sub invoice_type {
+  my ($self) = @_;
+
+  return 'ar_transaction'     if !$self->invoice;
+  return 'credit_note'        if $self->type eq 'credit_note' && $self->amount < 0 && !$self->storno;
+  return 'invoice_storno'     if $self->type ne 'credit_note' && $self->amount < 0 &&  $self->storno;
+  return 'credit_note_storno' if $self->type eq 'credit_note' && $self->amount > 0 &&  $self->storno;
+  return 'invoice';
+}
+
+sub displayable_state {
+  my $self = shift;
+
+  return $self->closed ? $::locale->text('closed') : $::locale->text('open');
+}
+
+sub displayable_type {
+  my ($self) = @_;
+
+  return t8('AR Transaction')                         if $self->invoice_type eq 'ar_transaction';
+  return t8('Credit Note')                            if $self->invoice_type eq 'credit_note';
+  return t8('Invoice') . "(" . t8('Storno') . ")"     if $self->invoice_type eq 'invoice_storno';
+  return t8('Credit Note') . "(" . t8('Storno') . ")" if $self->invoice_type eq 'credit_note_storno';
+  return t8('Invoice');
+}
+
+sub abbreviation {
+  my ($self) = @_;
+
+  return t8('AR Transaction (abbreviation)')         if $self->invoice_type eq 'ar_transaction';
+  return t8('Credit note (one letter abbreviation)') if $self->invoice_type eq 'credit_note';
+  return t8('Invoice (one letter abbreviation)') . "(" . t8('Storno (one letter abbreviation)') . ")" if $self->invoice_type eq 'invoice_storno';
+  return t8('Credit note (one letter abbreviation)') . "(" . t8('Storno (one letter abbreviation)') . ")"  if $self->invoice_type eq 'credit_note_storno';
+  return t8('Invoice (one letter abbreviation)');
+}
+
+sub date {
+  goto &transdate;
+}
+
+sub reqdate {
+  goto &duedate;
+}
+
+sub customervendor {
+  goto &customer;
+}
+
+sub transactions {
+  my ($self) = @_;
+
+  return unless $self->id;
+
+  require SL::DB::AccTransaction;
+  SL::DB::Manager::AccTransaction->get_all(query => [ trans_id => $self->id ]);
+}
+

 1;
 
 __END__
 1;
 
 __END__


@@ -250,7 +374,7 @@ SL::DB::Invoice: Rose model for invoices (table "ar")
 
 =over 4
 
 
 =over 4
 

-=item C<new_from $source>
+=item C<new_from $source, %params>

 
 Creates a new C<SL::DB::Invoice> instance and copies as much
 information from C<$source> as possible. At the moment only sales
 
 Creates a new C<SL::DB::Invoice> instance and copies as much
 information from C<$source> as possible. At the moment only sales


@@ -260,6 +384,34 @@ The conversion copies order items into invoice items. Dates are copied
 as appropriate, e.g. the C<transdate> field from an order will be
 copied into the invoice's C<orddate> field.
 
 as appropriate, e.g. the C<transdate> field from an order will be
 copied into the invoice's C<orddate> field.
 

+C<%params> can include the following options:
+
+=over 2
+
+=item C<items>
+
+An optional array reference of RDBO instances for the items to use. If
+missing then the method C<items_sorted> will be called on
+C<$source>. This option can be used to override the sorting, to
+exclude certain positions or to add additional ones.
+
+=item C<skip_items_negative_qty>
+
+If trueish then items with a negative quantity are skipped. Items with
+a quantity of 0 are not affected by this option.
+
+=item C<skip_items_zero_qty>
+
+If trueish then items with a quantity of 0 are skipped.
+
+=item C<attributes>
+
+An optional hash reference. If it exists then it is passed to C<new>
+allowing the caller to set certain attributes for the new delivery
+order.
+
+=back
+

 Amounts, prices and taxes are not
 calculated. L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>
 can be used for this.
 Amounts, prices and taxes are not
 calculated. L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>
 can be used for this.


@@ -301,8 +453,7 @@ and recorded in C<acc_trans>.
 
 =item 6. Items in C<invoice> are updated according to their allocation
 status (regarding for costs of goold sold). Will only be done if
 
 =item 6. Items in C<invoice> are updated according to their allocation
 status (regarding for costs of goold sold). Will only be done if

-Lx-Office is not configured to use Einnahmenüberschussrechnungen
-(see config/lx_office.conf, section "system", variable "eur").
+kivitendo is not configured to use Einnahmenüberschussrechnungen.

 
 =item 7. The invoice and its items are saved.
 
 
 =item 7. The invoice and its items are saved.