DeliveryPlan: Bei Umwandlung Typ an new_from geben

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

diff --git a/SL/Controller/FinancialControllingReport.pm b/SL/Controller/FinancialControllingReport.pm
index bedc7623ff7bb3078bb58271a4ea44d4f6c97fb5..f4f09ff0999af143a853193ab759c40a2c53662a 100644 (file)
--- a/SL/Controller/FinancialControllingReport.pm
+++ b/SL/Controller/FinancialControllingReport.pm
@@ -3,7 +3,7 @@ package SL::Controller::FinancialControllingReport;
 use strict;
 use parent qw(SL::Controller::Base);
 
 use strict;
 use parent qw(SL::Controller::Base);
 

-use List::Util qw(sum);
+use List::Util qw(max min sum);

 
 use SL::DB::Order;
 use SL::DB::ProjectType;
 
 use SL::DB::Order;
 use SL::DB::ProjectType;


@@ -12,8 +12,8 @@ use SL::Controller::Helper::ReportGenerator;
 use SL::Locale::String;
 
 use Rose::Object::MakeMethods::Generic (
 use SL::Locale::String;
 
 use Rose::Object::MakeMethods::Generic (

-  scalar => [ qw(project_types) ],
-  'scalar --get_set_init' => [ qw(models) ],
+  scalar                  => [ qw(orders) ],
+  'scalar --get_set_init' => [ qw(project_types models) ],

 );
 
 __PACKAGE__->run_before(sub { $::auth->assert('sales_order_edit'); });
 );
 
 __PACKAGE__->run_before(sub { $::auth->assert('sales_order_edit'); });


@@ -24,22 +24,20 @@ my %sort_columns = (
   transaction_description => t8('Transaction description'),
   globalprojectnumber     => t8('Project'),
   globalproject_type      => t8('Project Type'),
   transaction_description => t8('Transaction description'),
   globalprojectnumber     => t8('Project'),
   globalproject_type      => t8('Project Type'),

-  netamount               => t8('Order amount'),

 );
 
 sub action_list {
   my ($self) = @_;
 
 );
 
 sub action_list {
   my ($self) = @_;
 

-  $self->project_types(SL::DB::Manager::ProjectType->get_all_sorted);
-

   $self->make_filter_summary;
 
   $self->prepare_report;
 
   $self->make_filter_summary;
 
   $self->prepare_report;
 

-  $self->{orders} = $self->models->get;
+  $self->orders($self->models->get);

 
   $self->calculate_data;
 
 
   $self->calculate_data;
 

+  $self->setup_list_action_bar;

   $self->list_objects;
 }
 
   $self->list_objects;
 }
 


@@ -51,13 +49,13 @@ sub prepare_report {
   my $report      = SL::ReportGenerator->new(\%::myconfig, $::form);
   $self->{report} = $report;
 
   my $report      = SL::ReportGenerator->new(\%::myconfig, $::form);
   $self->{report} = $report;
 

-  my @columns     = qw(customer globalprojectnumber globalproject_type ordnumber netamount delivered_amount delivered_amount_p billed_amount billed_amount_p paid_amount paid_amount_p
+  my @columns     = qw(customer globalprojectnumber globalproject_type transaction_description ordnumber net_amount delivered_amount delivered_amount_p billed_amount billed_amount_p paid_amount paid_amount_p

                        billable_amount billable_amount_p other_amount);
                        billable_amount billable_amount_p other_amount);

-  my @sortable    = qw(ordnumber transdate customer netamount globalprojectnumber globalproject_type);
-  $self->{number_columns} = [ qw(netamount billed_amount billed_amount_p delivered_amount delivered_amount_p paid_amount paid_amount_p other_amount billable_amount billable_amount_p) ];
+  my @sortable    = qw(ordnumber transdate customer globalprojectnumber globalproject_type transaction_description );
+  $self->{number_columns} = [ qw(net_amount billed_amount billed_amount_p delivered_amount delivered_amount_p paid_amount paid_amount_p other_amount billable_amount billable_amount_p) ];

 
   my %column_defs           = (
 
   my %column_defs           = (

-    netamount               => {                                                                                         },
+    net_amount              => { text     => $::locale->text('Order amount')                                             },

     billed_amount           => { text     => $::locale->text('Billed amount')                                            },
     billed_amount_p         => { text     => $::locale->text('%')                                                        },
     delivered_amount        => { text     => $::locale->text('Delivered amount')                                         },
     billed_amount           => { text     => $::locale->text('Billed amount')                                            },
     billed_amount_p         => { text     => $::locale->text('%')                                                        },
     delivered_amount        => { text     => $::locale->text('Delivered amount')                                         },


@@ -67,6 +65,7 @@ sub prepare_report {
     billable_amount         => { text     => $::locale->text('Billable amount')                                          },
     billable_amount_p       => { text     => $::locale->text('%')                                                        },
     other_amount            => { text     => $::locale->text('Billed extra expenses')                                    },
     billable_amount         => { text     => $::locale->text('Billable amount')                                          },
     billable_amount_p       => { text     => $::locale->text('%')                                                        },
     other_amount            => { text     => $::locale->text('Billed extra expenses')                                    },

+    transaction_description => { text     => $::locale->text('Transaction description')                                  },

     ordnumber               => { obj_link => sub { $self->link_to($_[0])                                              }  },
     customer                => {      sub => sub { $_[0]->customer->name                                              },
                                  obj_link => sub { $self->link_to($_[0]->customer)                                    }  },
     ordnumber               => { obj_link => sub { $self->link_to($_[0])                                              }  },
     customer                => {      sub => sub { $_[0]->customer->name                                              },
                                  obj_link => sub { $self->link_to($_[0]->customer)                                    }  },


@@ -76,8 +75,8 @@ sub prepare_report {
                                  sub      => sub { $_[0]->globalproject_id ? $_[0]->globalproject->project_type->description : '' }  },
   );
 
                                  sub      => sub { $_[0]->globalproject_id ? $_[0]->globalproject->project_type->description : '' }  },
   );
 

-  map { $column_defs{$_}->{text} ||= $::locale->text( $self->models->get_sort_spec->{$_}->{title} ) } keys %column_defs;
-  map { $column_defs{$_}->{align} = 'right' } @{ $self->{number_columns} };
+  $column_defs{$_}->{text} ||= $::locale->text( $self->models->get_sort_spec->{$_}->{title} ) for keys %column_defs;
+  $column_defs{$_}->{align}  = 'right'                                                        for @{ $self->{number_columns} };

 
   $report->set_options(
     std_column_visibility => 1,
 
   $report->set_options(
     std_column_visibility => 1,


@@ -104,7 +103,7 @@ sub prepare_report {
 sub calculate_data {
   my ($self) = @_;
 
 sub calculate_data {
   my ($self) = @_;
 

-  foreach my $order (@{ $self->{orders} }) {
+  foreach my $order (@{ $self->orders }) {

     my @delivery_orders = @{ $order->linked_records(direction => 'to', to => 'DeliveryOrder', via => 'Order', query => [ '!customer_id' => undef ]) };
     my @invoices        = @{ $order->linked_records(direction => 'to', to => 'Invoice',       via => [ 'Order', 'DeliveryOrder' ])                  };
 
     my @delivery_orders = @{ $order->linked_records(direction => 'to', to => 'DeliveryOrder', via => 'Order', query => [ '!customer_id' => undef ]) };
     my @invoices        = @{ $order->linked_records(direction => 'to', to => 'Invoice',       via => [ 'Order', 'DeliveryOrder' ])                  };
 


@@ -113,19 +112,49 @@ sub calculate_data {
       map({ @{ $_->storno_invoices } } grep { $_->storno && !$_->storno_id } @invoices),
     );
 
       map({ @{ $_->storno_invoices } } grep { $_->storno && !$_->storno_id } @invoices),
     );
 

-    $order->{delivered_amount}  = sum map { $self->sum_relevant_items(order => $order, other => $_, by_order => 1)    } @delivery_orders;
-    $order->{billed_amount}     = sum map { $self->sum_relevant_items(order => $order, other => $_)                   } @invoices;
-    $order->{paid_amount}       = sum map { $_->paid * $_->netamount / (($_->amount * 1) || ($_->netamount * 1) || 1) } @invoices;
-    my $billed_amount           = sum map { $_->netamount                                                             } @invoices;
+    $order->{delivered_amount}  = sum(map { $self->sum_relevant_items(order => $order, other => $_, by_order => 1)    } @delivery_orders) // 0;
+    $order->{billed_amount}     = sum(map { $self->sum_relevant_items(order => $order, other => $_)                   } @invoices)        // 0;
+    $order->{paid_amount}       = sum(map { $_->paid * $_->netamount / (($_->amount * 1) || ($_->netamount * 1) || 1) } @invoices)        // 0;
+    my $billed_amount           = sum(map { $_->netamount                                                             } @invoices)        // 0;

     $order->{other_amount}      = $billed_amount             - $order->{billed_amount};
     $order->{billable_amount}   = $order->{delivered_amount} - $order->{billed_amount};
 
     $order->{other_amount}      = $billed_amount             - $order->{billed_amount};
     $order->{billable_amount}   = $order->{delivered_amount} - $order->{billed_amount};
 

+    if ($order->periodic_invoices_config) {
+      $order->{net_amount} = $self->calculate_periodic_invoices_order_netamount($order);
+
+    } else {
+      $order->{net_amount} = $order->netamount;
+    }
+

     foreach (qw(delivered billed paid billable)) {
     foreach (qw(delivered billed paid billable)) {

-      $order->{"${_}_amount_p"} = $order->netamount * 1 ? $order->{"${_}_amount"} * 100 / $order->netamount : undef;
+      $order->{"${_}_amount_p"} = $order->{net_amount} * 1 ? $order->{"${_}_amount"} * 100 / $order->{net_amount} : undef;

     }
   }
 }
 
     }
   }
 }
 

+sub calculate_periodic_invoices_order_netamount {
+  my ($self, $order) = @_;
+
+  my $year       = DateTime->today_local->year;
+  my $year_start = DateTime->new_local(day =>  1, month =>  1, year => $year);
+  my $year_end   = DateTime->new_local(day => 31, month => 12, year => $year);
+
+  my $cfg        = $order->periodic_invoices_config;
+  my $period_len = $cfg->get_billing_period_length;
+  my $num_months = 0;
+  my $cur_date   = $cfg->start_date->clone;
+  my $end_date   = $cfg->terminated ? $cfg->end_date : undef;
+  $end_date    //= $year_end;
+  $end_date      = min $end_date, $year_end;
+
+  while ($cur_date <= $end_date) {
+    $num_months += $period_len if $cur_date >= $year_start;
+    $cur_date->add(months => $period_len);
+  }
+
+  return $num_months * $order->netamount / $order->periodic_invoices_config->get_order_value_period_length;
+}
+

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


@@ -173,11 +202,11 @@ sub list_objects {
   my ($self)      = @_;
   my $modify_data = sub {
     my ($data) = @_;
   my ($self)      = @_;
   my $modify_data = sub {
     my ($data) = @_;

-    map { $data->{$_}->{data} = defined $data->{$_}->{data} ? int($data->{$_}->{data}) : ''  } grep {  m/_p$/ } @{ $self->{number_columns} };
-    map { $data->{$_}->{data} = $::form->format_amount(\%::myconfig, $data->{$_}->{data}, 2) } grep { !m/_p$/ } @{ $self->{number_columns} };
+    $data->{$_}->{data} = defined $data->{$_}->{data} ? int($data->{$_}->{data}) : ''  for grep {  m/_p$/ } @{ $self->{number_columns} };
+    $data->{$_}->{data} = $::form->format_amount(\%::myconfig, $data->{$_}->{data}, 2) for grep { !m/_p$/ } @{ $self->{number_columns} };

   };
 
   };
 

-  return $self->report_generator_list_objects(report => $self->{report}, objects => $self->{orders}, data_callback => $modify_data);
+  return $self->report_generator_list_objects(report => $self->{report}, objects => $self->orders, data_callback => $modify_data);

 }
 
 sub make_filter_summary {
 }
 
 sub make_filter_summary {


@@ -197,6 +226,8 @@ sub make_filter_summary {
   $self->{filter_summary} = join ', ', @filter_strings;
 }
 
   $self->{filter_summary} = join ', ', @filter_strings;
 }
 

+sub init_project_types { SL::DB::Manager::ProjectType->get_all_sorted }
+

 sub init_models {
   my ($self) = @_;
 
 sub init_models {
   my ($self) = @_;
 


@@ -213,14 +244,27 @@ sub init_models {
     query => [
       SL::DB::Manager::Order->type_filter('sales_order'),
       '!closed' => 1,
     query => [
       SL::DB::Manager::Order->type_filter('sales_order'),
       '!closed' => 1,

+      (salesman_id => SL::DB::Manager::Employee->current->id) x !$::auth->assert('sales_all_edit', 1),

       or        => [
         globalproject_id => undef,
         and              => [
           'globalproject.active' => 1,
           'globalproject.valid'  => 1,
         ]],
       or        => [
         globalproject_id => undef,
         and              => [
           'globalproject.active' => 1,
           'globalproject.valid'  => 1,
         ]],

+      # keine WR
+      # oder aber (WR aktiv und (kein enddatum oder enddatum noch nicht überschritten))
+      or => [
+        'periodic_invoices_config.id' => undef,
+        # and => [
+          'periodic_invoices_config.active' => 1,
+        #   or => [
+        #     'periodic_invoices_config.end_date' => undef,
+        #     'periodic_invoices_config.end_date' => { le => DateTime->today_local },
+        # ]
+        # ]
+      ],

     ],
     ],

-    with_objects => [ 'customer', 'globalproject', 'globalproject.project_type' ],
+    with_objects => [ 'customer', 'globalproject', 'globalproject.project_type', 'periodic_invoices_config' ],

   );
 }
 
   );
 }
 


@@ -234,11 +278,15 @@ sub link_to {
     my $type = $object->type;
     my $id   = $object->id;
 
     my $type = $object->type;
     my $id   = $object->id;
 

-    return "oe.pl?action=$action&type=$type&vc=customer&id=$id";
+    if ($::instance_conf->get_feature_experimental_order) {
+      return "controller.pl?action=Order/$action&type=$type&id=$id";
+    } else {
+      return "oe.pl?action=$action&type=$type&vc=customer&id=$id";
+    }

   }
   if ($object->isa('SL::DB::Customer')) {
     my $id     = $object->id;
   }
   if ($object->isa('SL::DB::Customer')) {
     my $id     = $object->id;

-    return "ct.pl?action=$action&id=$id&db=customer";
+    return "controller.pl?action=CustomerVendor/$action&id=$id";

   }
   if ($object->isa('SL::DB::Project')) {
     my $id     = $object->id;
   }
   if ($object->isa('SL::DB::Project')) {
     my $id     = $object->id;


@@ -246,4 +294,18 @@ sub link_to {
   }
 }
 
   }
 }
 

+sub setup_list_action_bar {
+  my ($self, %params) = @_;
+
+  for my $bar ($::request->layout->get('actionbar')) {
+    $bar->add(
+      action => [
+        t8('Update'),
+        submit    => [ '#filter_form', { action => 'FinancialControllingReport/list' } ],
+        accesskey => 'enter',
+      ],
+    );
+  }
+}
+

 1;
 1;