Leistungsdatum: wiederkehrende Rechnungen

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

diff --git a/SL/DB/Chart.pm b/SL/DB/Chart.pm
index db8a3b945c13805d60306361865f5d8b669db3ca..069719524357c3bbfe7e6904dff8d63c0e445856 100644 (file)
--- a/SL/DB/Chart.pm
+++ b/SL/DB/Chart.pm
@@ -4,6 +4,10 @@ use strict;
 
 use SL::DB::MetaSetup::Chart;
 use SL::DB::Manager::Chart;
 
 use SL::DB::MetaSetup::Chart;
 use SL::DB::Manager::Chart;

+use SL::DBUtils;
+use Rose::DB::Object::Helpers qw(as_tree);
+use SL::DB::Helper::AccountingPeriod qw(get_balance_starting_date);
+use SL::Locale::String qw(t8);

 
 __PACKAGE__->meta->add_relationships(taxkeys => { type         => 'one to many',
                                                   class        => 'SL::DB::TaxKey',
 
 __PACKAGE__->meta->add_relationships(taxkeys => { type         => 'one to many',
                                                   class        => 'SL::DB::TaxKey',


@@ -17,15 +21,111 @@ sub get_active_taxkey {
   my ($self, $date) = @_;
   $date ||= DateTime->today_local;
 
   my ($self, $date) = @_;
   $date ||= DateTime->today_local;
 

-  my $cache = $::request->{cache}{chart}{$date};
-  if ($cache->{$self->id}) {
-    return $cache->{$self->id};
-  }
+  my $cache = $::request->cache("get_active_taxkey")->{$date} //= {};
+  return $cache->{$self->id} if $cache->{$self->id};

 
   require SL::DB::TaxKey;
 
   require SL::DB::TaxKey;

-  return SL::DB::Manager::TaxKey->get_all(query   => [ and => [ chart_id  => $self->id,
-                                                                startdate => { le => $date } ] ],
-                                          sort_by => "startdate DESC")->[0];
+  return $cache->{$self->id} = SL::DB::Manager::TaxKey->get_all(
+    query   => [ and => [ chart_id  => $self->id,
+                          startdate => { le => $date } ] ],
+    sort_by => "startdate DESC")->[0];
+}
+
+sub get_active_taxrate {
+  my ($self, $date) = @_;
+  $date ||= DateTime->today_local;
+  require SL::DB::Tax;
+  my $tax = SL::DB::Manager::Tax->find_by( id => $self->get_active_taxkey->tax_id );
+  return $tax->rate;
+}
+
+
+sub get_balance {
+  my ($self, %params) = @_;
+
+  return undef unless $self->id;
+
+  # return empty string if user doesn't have rights
+  return "" unless ($main::auth->assert('general_ledger', 1));
+
+  my $query = qq|SELECT SUM(amount) AS sum FROM acc_trans WHERE chart_id = ? AND transdate >= ? and transdate <= ?|;
+
+  my $fromdate = $params{fromdate} || $::locale->parse_date_to_object($self->get_balance_starting_date);
+  my $todate   = $params{todate}   || DateTime->today_local;
+
+  die "get_balance: fromdate and todate arguments must be DateTime Objects" unless ref($fromdate) eq 'DateTime' and ref($todate) eq 'DateTime';
+
+  my ($balance)  = selectfirst_array_query($::form, $self->db->dbh, $query, $self->id, $fromdate, $todate);
+
+  return $balance;
+};
+
+sub formatted_balance_dc {
+  my ($self, %params) = @_;
+
+  # return empty string if user doesn't have rights
+  return "" unless ($main::auth->assert('general_ledger', 1));
+
+  # return empty string if chart has never been booked
+  return "" unless $self->has_transaction;
+
+  # return abs of current balance with the abbreviation for debit or credit behind it
+  my $balance = $self->get_balance(%params) || 0;
+  my $dc_abbreviation = $balance > 0 ? t8("Credit (one letter abbreviation)") : t8("Debit (one letter abbreviation)");
+  my $amount = $::form->format_amount(\%::myconfig, abs($balance), 2);
+
+  return "$amount $dc_abbreviation";
+};
+
+sub number_of_transactions {
+  my ($self) = @_;
+  require SL::DB::AccTransaction;
+  return SL::DB::Manager::AccTransaction->get_all_count( where => [ chart_id => $self->id ] );
+};
+
+sub has_transaction {
+  my ($self) = @_;
+
+  $self->db->dbh->selectrow_array('select exists(select 1 from acc_trans where chart_id = ?)', {}, $self->id);
+}
+
+sub new_chart_valid {
+  my ($self) = @_;
+
+  if ( $self->valid_from && DateTime->today >= $self->valid_from ) {
+    return 1;
+  } else {
+    return 0;
+  };
+}
+
+sub displayable_name {
+  my ($self) = @_;
+
+  return join ' ', grep $_, $self->accno, $self->description;
+}
+
+sub displayable_category {
+  my ($self) = @_;
+
+  return t8("Account Category E") if $self->category eq "E";
+  return t8("Account Category I") if $self->category eq "I";
+  return t8("Account Category A") if $self->category eq "A";
+  return t8("Account Category L") if $self->category eq "L";
+  return t8("Account Category Q") if $self->category eq "Q";
+  return t8("Account Category C") if $self->category eq "C";
+  return '';
+}
+
+sub date_of_last_transaction {
+  my ($self) = @_;
+
+  die unless $self->id;
+
+  return '' unless $self->has_transaction;
+
+  my ($transdate) = $self->db->dbh->selectrow_array('select max(transdate) from acc_trans where chart_id = ?', {}, $self->id);
+  return DateTime->from_lxoffice($transdate);

 }
 
 1;
 }
 
 1;


@@ -49,6 +149,50 @@ SL::DB::Chart - Rose database model for the "chart" table
 Returns the active tax key object for a given date. C<$date> defaults
 to the current date if undefined.
 
 Returns the active tax key object for a given date. C<$date> defaults
 to the current date if undefined.
 

+=item C<get_active_taxrate $date>
+
+Returns the tax rate of the active tax key as determined by
+C<get_active_taxkey>.
+
+=item C<get_balance %PARAMS>
+
+Returns the current balance of the chart (sum of amount in acc_trans, positive
+or negative). The transactions are filtered by transdate, the maximum date is
+the current day, the minimum date is determined by get_balance_starting_date.
+
+The balance should be same as that in the balance report for that chart, with
+the asofdate as the current day, and the accounting_method "accrual".
+
+If DateTime objects are passed via the params fromdate and todate, the balance
+is calculated only for that period.
+
+=item C<formatted_balance_dc %PARAMS>
+
+Returns a formatted version of C<get_balance>, taking the absolute value and
+adding the translated abbreviation for debit or credit after the number.
+
+Any params are passed on to C<get_balance>.
+
+=item C<number_of_transactions>
+
+Returns number of transactions that exist for this chart in acc_trans.
+
+=item C<has_transaction>
+
+Returns 1 or 0, depending whether the chart has a transaction in the database
+or not.
+
+=item C<date_of_last_transaction>
+
+Returns the date of the last transaction of the chart in the database, which
+may lie in the future.
+
+=item C<new_chart_valid>
+
+Checks whether a follow-up chart is configured, and returns 1 or 0 depending on
+whether the valid_from date is before or after the current date.
+Is this even used anywhere?
+

 =back
 
 =head1 BUGS
 =back
 
 =head1 BUGS


@@ -59,4 +203,6 @@ Nothing here yet.
 
 Moritz Bunkus E<lt>m.bunkus@linet-services.deE<gt>
 
 
 Moritz Bunkus E<lt>m.bunkus@linet-services.deE<gt>
 

+G. Richardson E<lt>information@kivitendo-premium.deE<gt>
+

 =cut
 =cut