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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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use SL::DB::Invoice;
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use SL::DB::Order;
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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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scalar => [ qw(report number_columns year current_year types objects data subtotals_per_quarter) ],
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);
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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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$self->subtotals_per_quarter($::form->{subtotals_per_quarter});
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$self->get_objects;
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$self->calculate_data;
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$self->prepare_report;
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$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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$self->report->set_column_order(@columns);
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$self->report->set_export_options(qw(list year subtotals_per_quarter));
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$self->report->set_options_from_form;
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}
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sub get_objects {
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my ($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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my @date_filter = (and => [ transdate => { ge => $start }, transdate => { le => $end } ]);
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$self->objects({
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sales_quotations => SL::DB::Manager::Order->get_all( where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('sales_quotation') ]]),
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sales_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('sales_order') ]]),
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requests_for_quotation => SL::DB::Manager::Order->get_all( where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('request_quotation') ]]),
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purchase_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('purchase_order') ]]),
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sales_invoices => SL::DB::Manager::Invoice->get_all( where => \@date_filter),
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purchase_invoices => SL::DB::Manager::PurchaseInvoice->get_all(where => \@date_filter),
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});
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}
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sub calculate_data {
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my ($self) = @_;
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$self->types([ qw(sales_quotations sales_orders sales_invoices requests_for_quotation purchase_orders purchase_invoices) ]);
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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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foreach my $type (keys %{ $self->objects }) {
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foreach my $object (@{ $self->objects->{ $type } }) {
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my $month = $object->transdate->month - 1;
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my $tdata = $data{$type};
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$tdata->{months}->[$month] += $object->netamount;
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$tdata->{quarters}->[int($month / 3)] += $object->netamount;
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$tdata->{year} += $object->netamount;
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}
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}
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$self->data(\%data);
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}
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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 $month (1..12) {
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my %data = (
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map({ ($_ => { data => $self->data->{$_}->[$month - 1] }) } @non_type_columns),
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map({ ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{months}->[$month - 1], 2) }) } @type_columns ),
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);
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$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 => $::locale->text('Total') },
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map { ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{quarters}->[int(($month - 1) / 3)], 2) }) } @type_columns,
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);
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$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 => $::locale->text('Total') },
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map { ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{year}, 2) }) } @type_columns,
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);
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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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1;
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