BankTransaction: Vorlagen: Verwendungszweck als Bemerkung in Kreditorenbuchung

[mfinanz.git] / SL / Controller / BankTransaction.pm

diff --git a/SL/Controller/BankTransaction.pm b/SL/Controller/BankTransaction.pm
index e7137bb380b538ab33d46d65fb4566d780380330..9d432d5561cb4a16f5a5871cfcf87a5238636644 100644 (file)
--- a/SL/Controller/BankTransaction.pm
+++ b/SL/Controller/BankTransaction.pm
@@ -90,24 +90,28 @@ sub gather_bank_transactions_and_proposals {
     sort_by      => $sort_by,
     limit        => 10000,
     where        => [
     sort_by      => $sort_by,
     limit        => 10000,
     where        => [

-      amount                => {ne => \'invoice_amount'},
+      amount                => {ne => \'invoice_amount'},      # '} make emacs happy

       local_bank_account_id => $params{bank_account}->id,
       cleared               => 0,
       @where
     ],
   );
   # credit notes have a negative amount, treat differently
       local_bank_account_id => $params{bank_account}->id,
       cleared               => 0,
       @where
     ],
   );
   # credit notes have a negative amount, treat differently

-  my $all_open_ar_invoices = SL::DB::Manager::Invoice        ->get_all(where => [ or => [ amount => { gt => \'paid' },
-                                                                                          and => [ type    => 'credit_note',
-                                                                                                   amount  => { lt => \'paid' }
-                                                                                                 ],
-                                                                                        ],
-                                                                                ],
-                                                                       with_objects => ['customer','payment_terms']);
-
-  my $all_open_ap_invoices = SL::DB::Manager::PurchaseInvoice->get_all(where => [amount => { ne => \'paid' }], with_objects => ['vendor'  ,'payment_terms']);
-  my $all_open_sepa_export_items = SL::DB::Manager::SepaExportItem->get_all(where => [chart_id => $params{bank_account}->chart_id ,
-                                                                             'sepa_export.executed' => 0, 'sepa_export.closed' => 0 ], with_objects => ['sepa_export']);
+  my $all_open_ar_invoices = SL::DB::Manager::Invoice->get_all(where        => [ or => [ amount => { gt => \'paid' },                 # '} make emacs happy
+                                                                                         and    => [ type    => 'credit_note',
+                                                                                                     amount  => { lt => \'paid' }     # '} make emacs happy
+                                                                                         ],
+                                                                                 ],
+                                                               ],
+                                                               with_objects => ['customer','payment_terms']);
+
+  my $all_open_ap_invoices = SL::DB::Manager::PurchaseInvoice->get_all(where        => [amount => { ne => \'paid' }],                 #  '}] make emacs happy
+                                                                       with_objects => ['vendor'  ,'payment_terms']);
+  my $all_open_sepa_export_items = SL::DB::Manager::SepaExportItem->get_all(where        => [chart_id               => $params{bank_account}->chart_id ,
+                                                                                             'sepa_export.executed' => 0,
+                                                                                             'sepa_export.closed'   => 0
+                                                                            ],
+                                                                            with_objects => ['sepa_export']);

 
   my @all_open_invoices;
   # filter out invoices with less than 1 cent outstanding
 
   my @all_open_invoices;
   # filter out invoices with less than 1 cent outstanding


@@ -163,8 +167,6 @@ sub gather_bank_transactions_and_proposals {
       }
       next if $found;
       # batch transaction has no remotename !!
       }
       next if $found;
       # batch transaction has no remotename !!

-    } else {
-      next unless $bt->{remote_name};  # bank has no name, usually fees, use create invoice to assign

     }
 
     # try to match the current $bt to each of the open_invoices, saving the
     }
 
     # try to match the current $bt to each of the open_invoices, saving the


@@ -276,12 +278,14 @@ sub action_create_invoice {
 
   my $templates_ap = SL::DB::Manager::RecordTemplate->get_all(
     where        => [ template_type => 'ap_transaction' ],
 
   my $templates_ap = SL::DB::Manager::RecordTemplate->get_all(
     where        => [ template_type => 'ap_transaction' ],

+    sort_by      => [ qw(template_name) ],

     with_objects => [ qw(employee vendor) ],
   );
   my $templates_gl = SL::DB::Manager::RecordTemplate->get_all(
     query        => [ template_type => 'gl_transaction',
                       chart_id      => SL::DB::Manager::BankAccount->find_by(id => $self->transaction->local_bank_account_id)->chart_id,
                     ],
     with_objects => [ qw(employee vendor) ],
   );
   my $templates_gl = SL::DB::Manager::RecordTemplate->get_all(
     query        => [ template_type => 'gl_transaction',
                       chart_id      => SL::DB::Manager::BankAccount->find_by(id => $self->transaction->local_bank_account_id)->chart_id,
                     ],

+    sort_by      => [ qw(template_name) ],

     with_objects => [ qw(employee record_template_items) ],
   );
 
     with_objects => [ qw(employee record_template_items) ],
   );
 


@@ -295,14 +299,21 @@ sub action_create_invoice {
     'filter.fromdate'     => $::form->{filter}->{fromdate},
   ));
 
     'filter.fromdate'     => $::form->{filter}->{fromdate},
   ));
 

-  $self->render(
-    'bank_transactions/create_invoice',
-    { layout => 0 },
-    title        => t8('Create invoice'),
-    TEMPLATES_GL => $use_vendor_filter && @{ $templates_ap } ? undef : $templates_gl,
-    TEMPLATES_AP => $templates_ap,
-    vendor_name  => $use_vendor_filter && @{ $templates_ap } ? $vendor_of_transaction->name : undef,
-  );
+  # if we have exactly one ap match, use this directly
+  if (1 == scalar @{ $templates_ap }) {
+    $self->redirect_to($self->load_ap_record_template_url($templates_ap->[0]));
+
+  } else {
+    my $dialog_html = $self->render(
+      'bank_transactions/create_invoice',
+      { layout => 0, output => 0 },
+      title        => t8('Create invoice'),
+      TEMPLATES_GL => $use_vendor_filter && @{ $templates_ap } ? undef : $templates_gl,
+      TEMPLATES_AP => $templates_ap,
+      vendor_name  => $use_vendor_filter && @{ $templates_ap } ? $vendor_of_transaction->name : undef,
+    );
+    $self->js->run('kivi.BankTransaction.show_create_invoice_dialog', $dialog_html)->render;
+  }

 }
 
 sub action_ajax_payment_suggestion {
 }
 
 sub action_ajax_payment_suggestion {


@@ -680,6 +691,7 @@ sub save_single_bank_transaction {
                           source        => $source,
                           memo          => $memo,
                           skonto_amount => $free_skonto_amount,
                           source        => $source,
                           memo          => $memo,
                           skonto_amount => $free_skonto_amount,

+                          bt_id         => $bt_id,

                           transdate     => $bank_transaction->valutadate->to_kivitendo);
     # ... and record the origin via BankTransactionAccTrans
     if (scalar(@acc_ids) < 2) {
                           transdate     => $bank_transaction->valutadate->to_kivitendo);
     # ... and record the origin via BankTransactionAccTrans
     if (scalar(@acc_ids) < 2) {


@@ -850,6 +862,7 @@ sub make_filter_summary {
     [ $filter->{"valutadate:date::le"},     $::locale->text('Valutadate') . " " . $::locale->text('To Date')   ],
     [ $filter->{"amount:number"},           $::locale->text('Amount')                                          ],
     [ $filter->{"bank_account_id:integer"}, $::locale->text('Local bank account')                              ],
     [ $filter->{"valutadate:date::le"},     $::locale->text('Valutadate') . " " . $::locale->text('To Date')   ],
     [ $filter->{"amount:number"},           $::locale->text('Amount')                                          ],
     [ $filter->{"bank_account_id:integer"}, $::locale->text('Local bank account')                              ],

+    [ $filter->{"remote_name:substr::ilike"}, $::locale->text('Remote name')                                   ],

   );
 
   for (@filters) {
   );
 
   for (@filters) {


@@ -970,6 +983,7 @@ sub load_ap_record_template_url {
     'form_defaults.paid_1_suggestion'    => $::form->format_amount(\%::myconfig, -1 * $self->transaction->amount, 2),
     'form_defaults.AP_paid_1_suggestion' => $self->transaction->local_bank_account->chart->accno,
     'form_defaults.callback'             => $self->callback,
     'form_defaults.paid_1_suggestion'    => $::form->format_amount(\%::myconfig, -1 * $self->transaction->amount, 2),
     'form_defaults.AP_paid_1_suggestion' => $self->transaction->local_bank_account->chart->accno,
     'form_defaults.callback'             => $self->callback,

+    'form_defaults.notes'                => $self->convert_purpose_for_template($template, $self->transaction->purpose),

   );
 }
 
   );
 }
 


@@ -985,10 +999,18 @@ sub load_gl_record_template_url {
     'form_defaults.callback'             => $self->callback,
     'form_defaults.bt_id'                => $self->transaction->id,
     'form_defaults.bt_chart_id'          => $self->transaction->local_bank_account->chart->id,
     'form_defaults.callback'             => $self->callback,
     'form_defaults.bt_id'                => $self->transaction->id,
     'form_defaults.bt_chart_id'          => $self->transaction->local_bank_account->chart->id,

-    'form_defaults.description'          => $self->transaction->purpose,
+    'form_defaults.description'          => $self->convert_purpose_for_template($template, $self->transaction->purpose),

   );
 }
 
   );
 }
 

+sub convert_purpose_for_template {
+  my ($self, $template, $purpose) = @_;
+
+  # enter custom code here
+
+  return $purpose;
+}
+

 sub setup_search_action_bar {
   my ($self, %params) = @_;
 
 sub setup_search_action_bar {
   my ($self, %params) = @_;
 


@@ -1106,6 +1128,13 @@ GL-records will be deleted completely if a bank transaction was the source.
 
 TODO: we still rely on linked_records for the check boxes
 
 
 TODO: we still rely on linked_records for the check boxes
 

+=item C<convert_purpose_for_template>
+
+This method can be used to parse, filter and convert the bank transaction's
+purpose string before it will be assigned to the description field of a
+gl transaction or to the notes field of an ap transaction.
+You have to write your own custom code.
+

 =back
 
 =head1 AUTHOR
 =back
 
 =head1 AUTHOR