kivitendo/SL/Controller/FinancialOverview.pm @ 33bef43e
| 8165bc52 | Moritz Bunkus | package SL::Controller::FinancialOverview;
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use strict;
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use parent qw(SL::Controller::Base);
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use List::MoreUtils qw(none);
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| a222e324 | Moritz Bunkus | use SL::DB::Employee;
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| 8165bc52 | Moritz Bunkus | use SL::DB::Invoice;
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use SL::DB::Order;
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| 1734e1ad | Moritz Bunkus | use SL::DB::PeriodicInvoicesConfig;
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| 8165bc52 | Moritz Bunkus | use SL::DB::PurchaseInvoice;
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use SL::Controller::Helper::ReportGenerator;
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use SL::Locale::String;
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use Rose::Object::MakeMethods::Generic (
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| 58f2f2f4 | Moritz Bunkus | scalar => [ qw(report number_columns year current_year objects subtotals_per_quarter salesman_id) ],
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'scalar --get_set_init' => [ qw(employees types data) ],
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| 8165bc52 | Moritz Bunkus | );
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__PACKAGE__->run_before(sub { $::auth->assert('report'); });
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sub action_list {
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my ($self) = @_;
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| a222e324 | Moritz Bunkus | $self->$_($::form->{$_}) for qw(subtotals_per_quarter salesman_id);
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| 8165bc52 | Moritz Bunkus | |||
$self->get_objects;
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| 1734e1ad | Moritz Bunkus | $self->calculate_one_time_data;
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$self->calculate_periodic_invoices;
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| 8165bc52 | Moritz Bunkus | $self->prepare_report;
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$self->list_data;
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}
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# private functions
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sub prepare_report {
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my ($self) = @_;
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$self->report(SL::ReportGenerator->new(\%::myconfig, $::form));
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my @columns = qw(year quarter month sales_quotations sales_orders sales_invoices requests_for_quotation purchase_orders purchase_invoices);
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$self->number_columns([ grep { !m/^(?:month|year|quarter)$/ } @columns ]);
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my %column_defs = (
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month => { text => t8('Month') },
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year => { text => t8('Year') },
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quarter => { text => t8('Quarter') },
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sales_quotations => { text => t8('Sales Quotations') },
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sales_orders => { text => t8('Sales Orders') },
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sales_invoices => { text => t8('Invoices') },
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requests_for_quotation => { text => t8('Requests for Quotation') },
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purchase_orders => { text => t8('Purchase Orders') },
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purchase_invoices => { text => t8('Purchase Invoices') },
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);
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map { $column_defs{$_}->{align} = 'right' } @columns;
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$self->report->set_options(
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std_column_visibility => 1,
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controller_class => 'FinancialOverview',
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output_format => 'HTML',
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raw_top_info_text => $self->render('financial_overview/report_top', { output => 0 }, YEARS_TO_LIST => [ reverse(2000..$self->current_year) ]),
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title => t8('Financial overview for #1', $self->year),
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allow_pdf_export => 1,
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allow_csv_export => 1,
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);
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$self->report->set_columns(%column_defs);
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$self->report->set_column_order(@columns);
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| a222e324 | Moritz Bunkus | $self->report->set_export_options(qw(list year subtotals_per_quarter salesman_id));
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| 8165bc52 | Moritz Bunkus | $self->report->set_options_from_form;
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}
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sub get_objects {
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my ($self) = @_;
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$self->current_year(DateTime->today->year);
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$self->year($::form->{year} || DateTime->today->year);
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my $start = DateTime->new(year => $self->year, month => 1, day => 1);
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my $end = DateTime->new(year => $self->year, month => 12, day => 31);
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| a222e324 | Moritz Bunkus | my @f_date = (transdate => { ge => $start }, transdate => { le => $end });
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my @f_salesman = $self->salesman_id ? (salesman_id => $self->salesman_id) : ();
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| 8165bc52 | Moritz Bunkus | |||
$self->objects({
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| a222e324 | Moritz Bunkus | sales_quotations => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_quotation') ]]),
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| 1734e1ad | Moritz Bunkus | sales_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_order') ]], with_objects => [ qw(periodic_invoices_config) ]),
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| a222e324 | Moritz Bunkus | requests_for_quotation => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('request_quotation') ]]),
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purchase_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('purchase_order') ]]),
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sales_invoices => SL::DB::Manager::Invoice->get_all( where => [ and => [ @f_date, @f_salesman, ]]),
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purchase_invoices => SL::DB::Manager::PurchaseInvoice->get_all(where => [ and => \@f_date ]),
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| d1d37394 | Moritz Bunkus | periodic_invoices_cfg => SL::DB::Manager::PeriodicInvoicesConfig->get_all(where => [ active => 1, $self->salesman_id ? ('order.salesman_id' => $self->salesman_id) : () ], with_objects => [ qw(order) ]),
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| 8165bc52 | Moritz Bunkus | });
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| 1734e1ad | Moritz Bunkus | |||
$self->objects->{sales_orders} = [ grep { !$_->periodic_invoices_config || !$_->periodic_invoices_config->active } @{ $self->objects->{sales_orders} } ];
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| 8165bc52 | Moritz Bunkus | }
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| 1734e1ad | Moritz Bunkus | sub init_types { [ qw(sales_quotations sales_orders sales_invoices requests_for_quotation purchase_orders purchase_invoices) ] }
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| 8165bc52 | Moritz Bunkus | |||
| 1734e1ad | Moritz Bunkus | sub init_data {
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my ($self) = @_;
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| 8165bc52 | Moritz Bunkus | |||
my %data = (
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year => [ ($self->year) x 12 ],
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month => [ (1..12) ],
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quarter => [ (1, 1, 1, 2, 2, 2, 3, 3, 3, 4, 4, 4) ],
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map {
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$_ => {
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months => [ (0) x 12 ],
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quarters => [ (0) x 4 ],
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year => 0,
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}
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} @{ $self->types },
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);
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| 1734e1ad | Moritz Bunkus | return \%data;
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}
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sub calculate_one_time_data {
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my ($self) = @_;
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foreach my $type (@{ $self->types }) {
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| 8165bc52 | Moritz Bunkus | foreach my $object (@{ $self->objects->{ $type } }) {
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my $month = $object->transdate->month - 1;
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| 1734e1ad | Moritz Bunkus | my $tdata = $self->data->{$type};
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| 8165bc52 | Moritz Bunkus | |||
$tdata->{months}->[$month] += $object->netamount;
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$tdata->{quarters}->[int($month / 3)] += $object->netamount;
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$tdata->{year} += $object->netamount;
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}
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}
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| 1734e1ad | Moritz Bunkus | }
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sub calculate_periodic_invoices {
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my ($self) = @_;
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my $start_date = DateTime->new(year => $self->year, month => 1, day => 1, time_zone => $::locale->get_local_time_zone);
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my $end_date = DateTime->new(year => $self->year, month => 12, day => 31, time_zone => $::locale->get_local_time_zone);
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$self->calculate_one_periodic_invoice(config => $_, start_date => $start_date, end_date => $end_date) for @{ $self->objects->{periodic_invoices_cfg} };
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}
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sub calculate_one_periodic_invoice {
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my ($self, %params) = @_;
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| a1f7c6ea | Moritz Bunkus | my @dates = $params{config}->calculate_invoice_dates(start_date => $params{start_date}, end_date => $params{end_date}, past_dates => 1);
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| 1734e1ad | Moritz Bunkus | my $first_date = $dates[0];
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return if !$first_date;
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my $net = $params{config}->order->netamount * scalar(@dates);
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my $sord = $self->data->{sales_orders};
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| 8165bc52 | Moritz Bunkus | |||
| 1734e1ad | Moritz Bunkus | $sord->{months }->[ $first_date->month - 1 ] += $net;
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$sord->{quarters}->[ $first_date->quarter - 1 ] += $net;
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$sord->{year} += $net;
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| 8165bc52 | Moritz Bunkus | }
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sub list_data {
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my ($self) = @_;
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my @visible_columns = $self->report->get_visible_columns;
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my @type_columns = @{ $self->types };
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my @non_type_columns = grep { my $c = $_; none { $c eq $_ } @type_columns } @visible_columns;
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for my $month (1..12) {
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my %data = (
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| ed0f3caf | Moritz Bunkus | map({ ($_ => { data => $self->data->{$_}->[$month - 1] }) } @non_type_columns),
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map({ ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{months}->[$month - 1], 2) }) } @type_columns ),
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| 8165bc52 | Moritz Bunkus | );
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$self->report->add_data(\%data);
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if ($self->subtotals_per_quarter && (($month % 3) == 0)) {
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my %subtotal = (
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year => { data => $self->year },
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month => { data => $::locale->text('Total') },
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| ed0f3caf | Moritz Bunkus | map { ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{quarters}->[int(($month - 1) / 3)], 2) }) } @type_columns,
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| 8165bc52 | Moritz Bunkus | );
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$subtotal{$_}->{class} = 'listsubtotal' for @visible_columns;
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$self->report->add_data(\%subtotal);
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}
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}
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my %data = (
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year => { data => $self->year },
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quarter => { data => $::locale->text('Total') },
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| ed0f3caf | Moritz Bunkus | map { ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{year}, 2) }) } @type_columns,
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| 8165bc52 | Moritz Bunkus | );
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$data{$_}->{class} = 'listtotal' for @visible_columns;
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$self->report->add_data(\%data);
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return $self->report->generate_with_headers;
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}
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| a222e324 | Moritz Bunkus | sub init_employees { SL::DB::Manager::Employee->get_all_sorted }
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| 8165bc52 | Moritz Bunkus | 1;
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