kivitendo/SL/DB/Invoice.pm @ 79b7fc43
82515b2d | Sven Schöling | # This file has been auto-generated only because it didn't exist.
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# Feel free to modify it at will; it will not be overwritten automatically.
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package SL::DB::Invoice;
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use strict;
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73df5fb5 | Moritz Bunkus | use Carp;
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82515b2d | Sven Schöling | use List::Util qw(first);
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2714604a | Moritz Bunkus | use Rose::DB::Object::Helpers ();
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82515b2d | Sven Schöling | use SL::DB::MetaSetup::Invoice;
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use SL::DB::Manager::Invoice;
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a34c05f3 | Moritz Bunkus | use SL::DB::Helper::AttrHTML;
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c692dae1 | Moritz Bunkus | use SL::DB::Helper::FlattenToForm;
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e9fb6244 | Moritz Bunkus | use SL::DB::Helper::LinkedRecords;
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use SL::DB::Helper::PriceTaxCalculator;
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2209370e | Moritz Bunkus | use SL::DB::Helper::PriceUpdater;
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b9dbc9e3 | Moritz Bunkus | use SL::DB::Helper::TransNumberGenerator;
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f6ed86ef | Geoffrey Richardson | use SL::Locale::String qw(t8);
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82515b2d | Sven Schöling | |||
__PACKAGE__->meta->add_relationship(
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invoiceitems => {
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type => 'one to many',
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class => 'SL::DB::InvoiceItem',
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column_map => { id => 'trans_id' },
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manager_args => {
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0845c4b7 | Moritz Bunkus | with_objects => [ 'part' ]
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82515b2d | Sven Schöling | }
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},
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1d0a5eee | Moritz Bunkus | storno_invoices => {
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type => 'one to many',
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class => 'SL::DB::Invoice',
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column_map => { id => 'storno_id' },
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},
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fc1490e8 | Moritz Bunkus | sepa_export_items => {
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type => 'one to many',
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class => 'SL::DB::SepaExportItem',
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||||
column_map => { id => 'ar_id' },
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manager_args => { with_objects => [ 'sepa_export' ] }
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},
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325c539c | Moritz Bunkus | custom_shipto => {
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type => 'one to one',
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class => 'SL::DB::Shipto',
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column_map => { id => 'trans_id' },
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query_args => [ module => 'AR' ],
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},
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0395c036 | Geoffrey Richardson | transactions => {
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type => 'one to many',
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class => 'SL::DB::AccTransaction',
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column_map => { id => 'trans_id' },
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manager_args => {
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with_objects => [ 'chart' ],
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sort_by => 'acc_trans_id ASC',
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},
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},
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82515b2d | Sven Schöling | );
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__PACKAGE__->meta->initialize;
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a34c05f3 | Moritz Bunkus | __PACKAGE__->attr_html('notes');
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57d6293d | Moritz Bunkus | __PACKAGE__->before_save('_before_save_set_invnumber');
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# hooks
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sub _before_save_set_invnumber {
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my ($self) = @_;
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$self->create_trans_number if !$self->invnumber;
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return 1;
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}
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82515b2d | Sven Schöling | # methods
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0845c4b7 | Moritz Bunkus | sub items { goto &invoiceitems; }
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ae906113 | Moritz Bunkus | sub add_items { goto &add_invoiceitems; }
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4ac74078 | Moritz Bunkus | |||
56b91fb4 | Bernd Bleßmann | sub items_sorted {
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my ($self) = @_;
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8b17f06f | Bernd Bleßmann | return [ sort {$a->position <=> $b->position } @{ $self->items } ];
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56b91fb4 | Bernd Bleßmann | }
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a93f1e39 | Moritz Bunkus | sub is_sales {
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# For compatibility with Order, DeliveryOrder
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croak 'not an accessor' if @_ > 1;
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return 1;
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}
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82515b2d | Sven Schöling | # it is assumed, that ordnumbers are unique here.
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sub first_order_by_ordnumber {
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my $self = shift;
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my $orders = SL::DB::Manager::Order->get_all(
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query => [
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ordnumber => $self->ordnumber,
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],
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);
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return first { $_->is_type('sales_order') } @{ $orders };
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||||
}
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||||
sub abschlag_percentage {
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my $self = shift;
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my $order = $self->first_order_by_ordnumber or return;
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my $order_amount = $order->netamount or return;
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||||
return $self->abschlag
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? $self->netamount / $order_amount
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: undef;
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||||
}
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sub taxamount {
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my $self = shift;
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die 'not a setter method' if @_;
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55049b81 | Sven Schöling | return ($self->amount || 0) - ($self->netamount || 0);
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82515b2d | Sven Schöling | }
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78034f24 | Sven Schöling | __PACKAGE__->meta->make_attr_helpers(taxamount => 'numeric(15,5)');
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dce860e3 | Moritz Bunkus | sub closed {
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my ($self) = @_;
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return $self->paid >= $self->amount;
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}
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2714604a | Moritz Bunkus | sub _clone_orderitem_delivery_order_item_cvar {
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my ($cvar) = @_;
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my $cloned = Rose::DB::Object::Helpers::clone_and_reset($_);
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$cloned->sub_module('invoice');
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return $cloned;
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}
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73df5fb5 | Moritz Bunkus | sub new_from {
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my ($class, $source, %params) = @_;
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||||
croak("Unsupported source object type '" . ref($source) . "'") unless ref($source) =~ m/^ SL::DB:: (?: Order | DeliveryOrder ) $/x;
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croak("Cannot create invoices for purchase records") unless $source->customer_id;
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e4b46220 | Sven Schöling | require SL::DB::Employee;
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6f063101 | Moritz Bunkus | my $terms = $source->can('payment_id') && $source->payment_id ? $source->payment_terms
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: $source->customer_id ? $source ->customer->payment_terms
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: undef;
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6ee486a5 | Moritz Bunkus | my (@columns, @item_columns, $item_parent_id_column, $item_parent_column);
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73df5fb5 | Moritz Bunkus | |||
d81f55ce | Moritz Bunkus | if (ref($source) eq 'SL::DB::Order') {
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@columns = qw(quonumber payment_id delivery_customer_id delivery_vendor_id);
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@item_columns = qw(subtotal);
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6ee486a5 | Moritz Bunkus | $item_parent_id_column = 'trans_id';
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$item_parent_column = 'order';
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d81f55ce | Moritz Bunkus | } else {
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@columns = qw(donumber);
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6ee486a5 | Moritz Bunkus | |||
$item_parent_id_column = 'delivery_order_id';
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$item_parent_column = 'delivery_order';
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d81f55ce | Moritz Bunkus | }
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my %args = ( map({ ( $_ => $source->$_ ) } qw(customer_id taxincluded shippingpoint shipvia notes intnotes salesman_id cusordnumber ordnumber department_id
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cp_id language_id taxzone_id shipto_id globalproject_id transaction_description currency_id delivery_term_id), @columns),
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73df5fb5 | Moritz Bunkus | transdate => DateTime->today_local,
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gldate => DateTime->today_local,
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6f063101 | Moritz Bunkus | duedate => DateTime->today_local->add(days => ($terms ? $terms->terms_netto * 1 : 1)),
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payment_id => $terms ? $terms->id : undef,
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73df5fb5 | Moritz Bunkus | invoice => 1,
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type => 'invoice',
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storno => 0,
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22150c52 | Moritz Bunkus | paid => 0,
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73df5fb5 | Moritz Bunkus | employee_id => (SL::DB::Manager::Employee->current || SL::DB::Employee->new(id => $source->employee_id))->id,
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);
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||||
if ($source->type =~ /_order$/) {
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$args{deliverydate} = $source->reqdate;
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$args{orddate} = $source->transdate;
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} else {
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||||
$args{quodate} = $source->transdate;
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||||
}
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6473dcb1 | Moritz Bunkus | my $invoice = $class->new(%args);
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$invoice->assign_attributes(%{ $params{attributes} }) if $params{attributes};
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||||
53aad992 | Moritz Bunkus | my $items = delete($params{items}) || $source->items_sorted;
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6ee486a5 | Moritz Bunkus | my %item_parents;
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73df5fb5 | Moritz Bunkus | |||
my @items = map {
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2714604a | Moritz Bunkus | my $source_item = $_;
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6ee486a5 | Moritz Bunkus | my $source_item_id = $_->$item_parent_id_column;
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2714604a | Moritz Bunkus | my @custom_variables = map { _clone_orderitem_delivery_order_item_cvar($_) } @{ $source_item->custom_variables };
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6ee486a5 | Moritz Bunkus | $item_parents{$source_item_id} ||= $source_item->$item_parent_column;
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my $item_parent = $item_parents{$source_item_id};
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34420ddb | Jan Büren | my $current_invoice_item =
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SL::DB::InvoiceItem->new(map({ ( $_ => $source_item->$_ ) }
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qw(parts_id description qty sellprice discount project_id serialnumber pricegroup_id transdate cusordnumber unit
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base_qty longdescription lastcost price_factor_id active_discount_source active_price_source), @item_columns),
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deliverydate => $source_item->reqdate,
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||||
fxsellprice => $source_item->sellprice,
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||||
custom_variables => \@custom_variables,
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||||
ordnumber => ref($item_parent) eq 'SL::DB::Order' ? $item_parent->ordnumber : $source_item->ordnumber,
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donumber => ref($item_parent) eq 'SL::DB::DeliveryOrder' ? $item_parent->donumber : $source_item->can('donumber') ? $source_item->donumber : '',
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);
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||||
$current_invoice_item->{"converted_from_orderitems_id"} = $_->{id} if ref($item_parent) eq 'SL::DB::Order';
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$current_invoice_item->{"converted_from_delivery_order_items_id"} = $_->{id} if ref($item_parent) eq 'SL::DB::DeliveryOrder';
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$current_invoice_item;
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53aad992 | Moritz Bunkus | } @{ $items };
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73df5fb5 | Moritz Bunkus | |||
fff57e55 | Moritz Bunkus | @items = grep { $_->qty * 1 } @items if $params{skip_items_zero_qty};
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f9fdf190 | Moritz Bunkus | @items = grep { $_->qty >=0 } @items if $params{skip_items_negative_qty};
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fff57e55 | Moritz Bunkus | |||
73df5fb5 | Moritz Bunkus | $invoice->invoiceitems(\@items);
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return $invoice;
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||||
}
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||||
dce860e3 | Moritz Bunkus | sub post {
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my ($self, %params) = @_;
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e4b46220 | Sven Schöling | require SL::DB::Chart;
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ed3be965 | Moritz Bunkus | if (!$params{ar_id}) {
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my $chart = SL::DB::Manager::Chart->get_all(query => [ SL::DB::Manager::Chart->link_filter('AR') ],
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||||
sort_by => 'id ASC',
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||||
limit => 1)->[0];
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||||
croak("No AR chart found and no parameter `ar_id' given") unless $chart;
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||||
$params{ar_id} = $chart->id;
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||||
}
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||||
dd04aff2 | Moritz Bunkus | |||
22150c52 | Moritz Bunkus | my $worker = sub {
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||
dce860e3 | Moritz Bunkus | my %data = $self->calculate_prices_and_taxes;
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$self->_post_create_assemblyitem_entries($data{assembly_items});
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||||
$self->save;
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||||
$self->_post_add_acctrans($data{amounts_cogs});
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||||
$self->_post_add_acctrans($data{amounts});
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$self->_post_add_acctrans($data{taxes});
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||||
dd04aff2 | Moritz Bunkus | $self->_post_add_acctrans({ $params{ar_id} => $self->amount * -1 });
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dce860e3 | Moritz Bunkus | $self->_post_update_allocated($data{allocated});
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||
22150c52 | Moritz Bunkus | };
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||
if ($self->db->in_transaction) {
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||||
$worker->();
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||||
} elsif (!$self->db->do_transaction($worker)) {
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||||
0e25aa33 | Moritz Bunkus | $::lxdebug->message(LXDebug->WARN(), "convert_to_invoice failed: " . join("\n", (split(/\n/, $self->db->error))[0..2]));
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||
22150c52 | Moritz Bunkus | return undef;
|
||
}
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||||
dce860e3 | Moritz Bunkus | |||
22150c52 | Moritz Bunkus | return $self;
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||
dce860e3 | Moritz Bunkus | }
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||
sub _post_add_acctrans {
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||||
my ($self, $entries) = @_;
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||||
03ff37cb | Niclas Zimmermann | my $default_tax_id = SL::DB::Manager::Tax->find_by(taxkey => 0)->id;
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||
3af5e2e0 | Niclas Zimmermann | my $chart_link;
|
||
03ff37cb | Niclas Zimmermann | |||
e4b46220 | Sven Schöling | require SL::DB::AccTransaction;
|
||
require SL::DB::Chart;
|
||||
dce860e3 | Moritz Bunkus | while (my ($chart_id, $spec) = each %{ $entries }) {
|
||
03ff37cb | Niclas Zimmermann | $spec = { taxkey => 0, tax_id => $default_tax_id, amount => $spec } unless ref $spec;
|
||
3af5e2e0 | Niclas Zimmermann | $chart_link = SL::DB::Manager::Chart->find_by(id => $chart_id)->{'link'};
|
||
$chart_link ||= '';
|
||||
373cec3f | Moritz Bunkus | SL::DB::AccTransaction->new(trans_id => $self->id,
|
||
chart_id => $chart_id,
|
||||
amount => $spec->{amount},
|
||||
03ff37cb | Niclas Zimmermann | tax_id => $spec->{tax_id},
|
||
373cec3f | Moritz Bunkus | taxkey => $spec->{taxkey},
|
||
project_id => $self->globalproject_id,
|
||||
3af5e2e0 | Niclas Zimmermann | transdate => $self->transdate,
|
||
chart_link => $chart_link)->save;
|
||||
dce860e3 | Moritz Bunkus | }
|
||
}
|
||||
sub _post_create_assemblyitem_entries {
|
||||
my ($self, $assembly_entries) = @_;
|
||||
my $items = $self->invoiceitems;
|
||||
my @new_items;
|
||||
my $item_idx = 0;
|
||||
foreach my $item (@{ $items }) {
|
||||
next if $item->assemblyitem;
|
||||
push @new_items, $item;
|
||||
$item_idx++;
|
||||
foreach my $assembly_item (@{ $assembly_entries->[$item_idx] || [ ] }) {
|
||||
push @new_items, SL::DB::InvoiceItem->new(parts_id => $assembly_item->{part},
|
||||
description => $assembly_item->{part}->description,
|
||||
unit => $assembly_item->{part}->unit,
|
||||
qty => $assembly_item->{qty},
|
||||
allocated => $assembly_item->{allocated},
|
||||
sellprice => 0,
|
||||
fxsellprice => 0,
|
||||
assemblyitem => 't');
|
||||
}
|
||||
}
|
||||
$self->invoiceitems(\@new_items);
|
||||
}
|
||||
sub _post_update_allocated {
|
||||
my ($self, $allocated) = @_;
|
||||
while (my ($invoice_id, $diff) = each %{ $allocated }) {
|
||||
22150c52 | Moritz Bunkus | SL::DB::Manager::InvoiceItem->update_all(set => { allocated => { sql => "allocated + $diff" } },
|
||
dce860e3 | Moritz Bunkus | where => [ id => $invoice_id ]);
|
||
}
|
||||
}
|
||||
2746ccd0 | Sven Schöling | sub invoice_type {
|
||
my ($self) = @_;
|
||||
return 'ar_transaction' if !$self->invoice;
|
||||
return 'credit_note' if $self->type eq 'credit_note' && $self->amount < 0 && !$self->storno;
|
||||
return 'invoice_storno' if $self->type ne 'credit_note' && $self->amount < 0 && $self->storno;
|
||||
return 'credit_note_storno' if $self->type eq 'credit_note' && $self->amount > 0 && $self->storno;
|
||||
return 'invoice';
|
||||
}
|
||||
sub displayable_state {
|
||||
my $self = shift;
|
||||
return $self->closed ? $::locale->text('closed') : $::locale->text('open');
|
||||
}
|
||||
001155e4 | Sven Schöling | sub displayable_type {
|
||
my ($self) = @_;
|
||||
return t8('AR Transaction') if $self->invoice_type eq 'ar_transaction';
|
||||
return t8('Credit Note') if $self->invoice_type eq 'credit_note';
|
||||
return t8('Invoice') . "(" . t8('Storno') . ")" if $self->invoice_type eq 'invoice_storno';
|
||||
return t8('Credit Note') . "(" . t8('Storno') . ")" if $self->invoice_type eq 'credit_note_storno';
|
||||
return t8('Invoice');
|
||||
}
|
||||
f6ed86ef | Geoffrey Richardson | sub abbreviation {
|
||
49f5b7f7 | Geoffrey Richardson | my ($self) = @_;
|
||
f6ed86ef | Geoffrey Richardson | |||
49f5b7f7 | Geoffrey Richardson | return t8('AR Transaction (abbreviation)') if $self->invoice_type eq 'ar_transaction';
|
||
return t8('Credit note (one letter abbreviation)') if $self->invoice_type eq 'credit_note';
|
||||
return t8('Invoice (one letter abbreviation)') . "(" . t8('Storno (one letter abbreviation)') . ")" if $self->invoice_type eq 'invoice_storno';
|
||||
return t8('Credit note (one letter abbreviation)') . "(" . t8('Storno (one letter abbreviation)') . ")" if $self->invoice_type eq 'credit_note_storno';
|
||||
f6ed86ef | Geoffrey Richardson | return t8('Invoice (one letter abbreviation)');
|
||
}
|
||||
16c6be41 | Moritz Bunkus | sub date {
|
||
goto &transdate;
|
||||
}
|
||||
704f339f | Sven Schöling | sub reqdate {
|
||
goto &duedate;
|
||||
}
|
||||
1e2673bb | Sven Schöling | sub customervendor {
|
||
goto &customer;
|
||||
}
|
||||
82515b2d | Sven Schöling | 1;
|
||
6834acd9 | Moritz Bunkus | |||
__END__
|
||||
=pod
|
||||
=head1 NAME
|
||||
SL::DB::Invoice: Rose model for invoices (table "ar")
|
||||
=head1 FUNCTIONS
|
||||
=over 4
|
||||
074e54e7 | Moritz Bunkus | =item C<new_from $source, %params>
|
||
6834acd9 | Moritz Bunkus | |||
Creates a new C<SL::DB::Invoice> instance and copies as much
|
||||
information from C<$source> as possible. At the moment only sales
|
||||
orders and sales quotations are supported as sources.
|
||||
The conversion copies order items into invoice items. Dates are copied
|
||||
as appropriate, e.g. the C<transdate> field from an order will be
|
||||
copied into the invoice's C<orddate> field.
|
||||
074e54e7 | Moritz Bunkus | C<%params> can include the following options:
|
||
=over 2
|
||||
53aad992 | Moritz Bunkus | =item C<items>
|
||
An optional array reference of RDBO instances for the items to use. If
|
||||
missing then the method C<items_sorted> will be called on
|
||||
C<$source>. This option can be used to override the sorting, to
|
||||
exclude certain positions or to add additional ones.
|
||||
f9fdf190 | Moritz Bunkus | =item C<skip_items_negative_qty>
|
||
If trueish then items with a negative quantity are skipped. Items with
|
||||
a quantity of 0 are not affected by this option.
|
||||
fff57e55 | Moritz Bunkus | =item C<skip_items_zero_qty>
|
||
If trueish then items with a quantity of 0 are skipped.
|
||||
074e54e7 | Moritz Bunkus | =item C<attributes>
|
||
An optional hash reference. If it exists then it is passed to C<new>
|
||||
allowing the caller to set certain attributes for the new delivery
|
||||
order.
|
||||
=back
|
||||
6834acd9 | Moritz Bunkus | Amounts, prices and taxes are not
|
||
calculated. L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>
|
||||
can be used for this.
|
||||
The object returned is not saved.
|
||||
=item C<post %params>
|
||||
Posts the invoice. Required parameters are:
|
||||
=over 2
|
||||
=item * C<ar_id>
|
||||
The ID of the accounds receivable chart the invoices amounts are
|
||||
ed3be965 | Moritz Bunkus | posted to. If it is not set then the first chart configured for
|
||
accounts receivables is used.
|
||||
6834acd9 | Moritz Bunkus | |||
=back
|
||||
This function implements several steps:
|
||||
=over 2
|
||||
=item 1. It calculates all prices, amounts and taxes by calling
|
||||
L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>.
|
||||
=item 2. A new and unique invoice number is created.
|
||||
=item 3. All amounts for costs of goods sold are recorded in
|
||||
C<acc_trans>.
|
||||
=item 4. All amounts for parts, services and assemblies are recorded
|
||||
in C<acc_trans> with their respective charts. This is determined by
|
||||
the part's buchungsgruppen.
|
||||
=item 5. The total amount is posted to the accounts receivable chart
|
||||
and recorded in C<acc_trans>.
|
||||
=item 6. Items in C<invoice> are updated according to their allocation
|
||||
status (regarding for costs of goold sold). Will only be done if
|
||||
4bacfb02 | Moritz Bunkus | kivitendo is not configured to use Einnahmenüberschussrechnungen.
|
||
6834acd9 | Moritz Bunkus | |||
=item 7. The invoice and its items are saved.
|
||||
=back
|
||||
78600d89 | Moritz Bunkus | Returns C<$self> on success and C<undef> on failure. The whole process
|
||
is run inside a transaction. If it fails then nothing is saved to or
|
||||
changed in the database. A new transaction is only started if none is
|
||||
active.
|
||||
6834acd9 | Moritz Bunkus | |||
=item C<basic_info $field>
|
||||
See L<SL::DB::Object::basic_info>.
|
||||
=back
|
||||
=head1 AUTHOR
|
||||
Moritz Bunkus E<lt>m.bunkus@linet-services.deE<gt>
|
||||
=cut
|