projekt kivitendo

package SL::Controller::FinancialControllingReport;

use strict;

use parent qw(SL::Controller::Base);

use SL::DB::Order;

use SL::Controller::Helper::ReportGenerator;

use SL::Locale::String;

use Rose::Object::MakeMethods::Generic (

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

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

customer => t8('Customer'),

transaction_description => t8('Transaction description'),

globalprojectnumber => t8('Project'),

sub action_list {

my ($self) = @_;

$self->make_filter_summary;

$self->prepare_report;

$self->calculate_data;

$self->list_objects;

}

# private functions

sub prepare_report {

my ($self) = @_;

my $report = SL::ReportGenerator->new(\%::myconfig, $::form);

$self->{report} = $report;

my %column_defs = (

billed_amount_p => { text => $::locale->text('%') },

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

delivered_amount_p => { text => $::locale->text('%') },

paid_amount => { text => $::locale->text('Paid amount') },

paid_amount_p => { text => $::locale->text('%') },

billable_amount => { text => $::locale->text('Billable amount') },

billable_amount_p => { text => $::locale->text('%') },

other_amount => { text => $::locale->text('Billed extra expenses') },

customer => { sub => sub { $_[0]->customer->name },

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

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

sub => sub { $_[0]->globalproject_id ? $_[0]->globalproject->project_type->description : '' } },

$column_defs{$_}->{align} = 'right' for @{ $self->{number_columns} };

$report->set_options(

std_column_visibility => 1,

top_info_text => $::locale->text('Financial controlling report for open sales orders'),

title => $::locale->text('Financial Controlling Report'),

allow_pdf_export => 1,

allow_csv_export => 1,

);

$report->set_columns(%column_defs);

$report->set_column_order(@columns);

$report->set_export_options(qw(list filter));

$report->set_options_from_form;

$self->models->finalize;

$self->models->set_report_generator_sort_options(report => $report, sortable_columns => \@sortable);

$report->set_options(

raw_top_info_text => $self->render('financial_controlling_report/report_top', { output => 0 }),

raw_bottom_info_text => $self->render('financial_controlling_report/report_bottom', { output => 0 }, models => $self->models),

);

sub calculate_data {

my ($self) = @_;

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

@invoices = (

grep({ !$_->storno_id } @invoices),

map({ @{ $_->storno_invoices } } grep { $_->storno && !$_->storno_id } @invoices),

);

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

} else {

$order->{net_amount} = $order->netamount;

}

}

}

my ($self, $order) = @_;

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 $num_months = 0;

$end_date //= $year_end;

$end_date = min $end_date, $year_end;

while ($cur_date <= $end_date) {

$cur_date->add(months => $period_len);

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

my %vals;

foreach my $item (@{ $params{obj}->items }) {

$key .= ':' . $item->serialnumber if $item->serialnumber;

$vals{$key} ||= { parts_id => $item->parts_id, serialnumber => $item->serialnumber, amount => 0, base_qty => 0 };

$vals{$key}->{amount} += $item->qty * $item->sellprice * (1 - $item->discount) / (($item->price_factor * 1) || 1);

$vals{$key}->{base_qty} += $item->qty * $item->unit_obj->base_factor;

return \%vals;

}

sub sum_relevant_items {

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

$params{order}->{amounts_by_parts_id} ||= $self->sum_items(obj => $params{order});

my $sums = $self->sum_items(obj => $params{other});

my $total = 0;

foreach my $item (grep { $params{order}->{amounts_by_parts_id}->{ $_->{parts_id} } } values %{ $sums }) {

if ($params{by_order}) {

$key .= ':' . $item->{serialnumber};

my $order_item = $params{order}->{amounts_by_parts_id}->{ $key } || $params{order}->{amounts_by_parts_id}->{ $item->{parts_id} };

if ($order_item && $order_item->{base_qty}) {

$total += $order_item->{amount} * $item->{base_qty} / $order_item->{base_qty};

next;

}

$total += $item->{amount};

return $total;

}

sub list_objects {

my ($self) = @_;

my ($data) = @_;

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

sub make_filter_summary {

my ($self) = @_;

my $filter = $::form->{filter} || {};

my @filter_strings;

my @filters = (

[ $filter->{"ordnumber:substr::ilike"}, $::locale->text('Number') ],

[ $filter->{"transdate:date::ge"}, $::locale->text('Order Date') . " " . $::locale->text('From Date') ],

[ $filter->{"transdate:date::le"}, $::locale->text('Order Date') . " " . $::locale->text('To Date') ],

[ $filter->{customer}{"name:substr::ilike"}, $::locale->text('Customer') ],

[ $filter->{customer}{"customernumber:substr::ilike"}, $::locale->text('Customer Number') ],

);

$self->{filter_summary} = join ', ', @filter_strings;

}

my ($self) = @_;

SL::Controller::Helper::GetModels->new(

controller => $self,

model => 'Order',

sorted => {

_default => {

by => 'globalprojectnumber',

dir => 1,

},

%sort_columns,

},

query => [

SL::DB::Manager::Order->type_filter('sales_order'),

'!closed' => 1,

or => [

globalproject_id => undef,

and => [

'globalproject.active' => 1,

'globalproject.valid' => 1,

]],

# 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 },

# ]

# ]

],

}

my ($self, $object, %params) = @_;

return unless $object;

my $action = $params{action} || 'edit';

if ($object->isa('SL::DB::Order')) {

my $type = $object->type;

my $id = $object->id;

return "oe.pl?action=$action&type=$type&vc=customer&id=$id";

}

if ($object->isa('SL::DB::Customer')) {

my $id = $object->id;

my $id = $object->id;

return "controller.pl?action=Project/$action&id=$id";

}

1;