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# This file has been auto-generated only because it didn't exist.
# Feel free to modify it at will; it will not be overwritten automatically.

package SL::DB::Invoice;

use strict;

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use Carp;
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use List::Util qw(first);

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use Rose::DB::Object::Helpers ();

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use SL::DB::MetaSetup::Invoice;
use SL::DB::Manager::Invoice;
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use SL::DB::Helper::AttrHTML;
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use SL::DB::Helper::FlattenToForm;
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use SL::DB::Helper::LinkedRecords;
use SL::DB::Helper::PriceTaxCalculator;
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use SL::DB::Helper::PriceUpdater;
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use SL::DB::Helper::TransNumberGenerator;
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use SL::Locale::String qw(t8);
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__PACKAGE__->meta->add_relationship(
invoiceitems => {
type => 'one to many',
class => 'SL::DB::InvoiceItem',
column_map => { id => 'trans_id' },
manager_args => {
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with_objects => [ 'part' ]
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}
},
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storno_invoices => {
type => 'one to many',
class => 'SL::DB::Invoice',
column_map => { id => 'storno_id' },
},
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sepa_export_items => {
type => 'one to many',
class => 'SL::DB::SepaExportItem',
column_map => { id => 'ar_id' },
manager_args => { with_objects => [ 'sepa_export' ] }
},
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custom_shipto => {
type => 'one to one',
class => 'SL::DB::Shipto',
column_map => { id => 'trans_id' },
query_args => [ module => 'AR' ],
},
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transactions => {
type => 'one to many',
class => 'SL::DB::AccTransaction',
column_map => { id => 'trans_id' },
manager_args => {
with_objects => [ 'chart' ],
sort_by => 'acc_trans_id ASC',
},
},
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);

__PACKAGE__->meta->initialize;

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__PACKAGE__->attr_html('notes');

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__PACKAGE__->before_save('_before_save_set_invnumber');

# hooks

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

$self->create_trans_number if !$self->invnumber;

return 1;
}

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# methods

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sub items { goto &invoiceitems; }
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sub add_items { goto &add_invoiceitems; }
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sub items_sorted {
my ($self) = @_;

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return [ sort {$a->position <=> $b->position } @{ $self->items } ];
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}

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sub is_sales {
# For compatibility with Order, DeliveryOrder
croak 'not an accessor' if @_ > 1;
return 1;
}

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# it is assumed, that ordnumbers are unique here.
sub first_order_by_ordnumber {
my $self = shift;

my $orders = SL::DB::Manager::Order->get_all(
query => [
ordnumber => $self->ordnumber,

],
);

return first { $_->is_type('sales_order') } @{ $orders };
}

sub abschlag_percentage {
my $self = shift;
my $order = $self->first_order_by_ordnumber or return;
my $order_amount = $order->netamount or return;
return $self->abschlag
? $self->netamount / $order_amount
: undef;
}

sub taxamount {
my $self = shift;
die 'not a setter method' if @_;

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return ($self->amount || 0) - ($self->netamount || 0);
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}

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__PACKAGE__->meta->make_attr_helpers(taxamount => 'numeric(15,5)');

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sub closed {
my ($self) = @_;
return $self->paid >= $self->amount;
}

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sub _clone_orderitem_delivery_order_item_cvar {
my ($cvar) = @_;

my $cloned = Rose::DB::Object::Helpers::clone_and_reset($_);
$cloned->sub_module('invoice');

return $cloned;
}

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sub new_from {
my ($class, $source, %params) = @_;

croak("Unsupported source object type '" . ref($source) . "'") unless ref($source) =~ m/^ SL::DB:: (?: Order | DeliveryOrder ) $/x;
croak("Cannot create invoices for purchase records") unless $source->customer_id;

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require SL::DB::Employee;

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my $terms = $source->can('payment_id') && $source->payment_id ? $source->payment_terms
: $source->customer_id ? $source ->customer->payment_terms
: undef;

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my (@columns, @item_columns, $item_parent_id_column, $item_parent_column);
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if (ref($source) eq 'SL::DB::Order') {
@columns = qw(quonumber payment_id delivery_customer_id delivery_vendor_id);
@item_columns = qw(subtotal);

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$item_parent_id_column = 'trans_id';
$item_parent_column = 'order';

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} else {
@columns = qw(donumber);
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$item_parent_id_column = 'delivery_order_id';
$item_parent_column = 'delivery_order';
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}

my %args = ( map({ ( $_ => $source->$_ ) } qw(customer_id taxincluded shippingpoint shipvia notes intnotes salesman_id cusordnumber ordnumber department_id
cp_id language_id taxzone_id shipto_id globalproject_id transaction_description currency_id delivery_term_id), @columns),
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transdate => DateTime->today_local,
gldate => DateTime->today_local,
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duedate => DateTime->today_local->add(days => ($terms ? $terms->terms_netto * 1 : 1)),
payment_id => $terms ? $terms->id : undef,
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invoice => 1,
type => 'invoice',
storno => 0,
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paid => 0,
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employee_id => (SL::DB::Manager::Employee->current || SL::DB::Employee->new(id => $source->employee_id))->id,
);

if ($source->type =~ /_order$/) {
$args{deliverydate} = $source->reqdate;
$args{orddate} = $source->transdate;
} else {
$args{quodate} = $source->transdate;
}

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my $invoice = $class->new(%args);
$invoice->assign_attributes(%{ $params{attributes} }) if $params{attributes};
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my $items = delete($params{items}) || $source->items_sorted;
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my %item_parents;
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my @items = map {
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my $source_item = $_;
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my $source_item_id = $_->$item_parent_id_column;
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my @custom_variables = map { _clone_orderitem_delivery_order_item_cvar($_) } @{ $source_item->custom_variables };

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$item_parents{$source_item_id} ||= $source_item->$item_parent_column;
my $item_parent = $item_parents{$source_item_id};
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my $current_invoice_item =
SL::DB::InvoiceItem->new(map({ ( $_ => $source_item->$_ ) }
qw(parts_id description qty sellprice discount project_id serialnumber pricegroup_id transdate cusordnumber unit
base_qty longdescription lastcost price_factor_id active_discount_source active_price_source), @item_columns),
deliverydate => $source_item->reqdate,
fxsellprice => $source_item->sellprice,
custom_variables => \@custom_variables,
ordnumber => ref($item_parent) eq 'SL::DB::Order' ? $item_parent->ordnumber : $source_item->ordnumber,
donumber => ref($item_parent) eq 'SL::DB::DeliveryOrder' ? $item_parent->donumber : $source_item->can('donumber') ? $source_item->donumber : '',
);

$current_invoice_item->{"converted_from_orderitems_id"} = $_->{id} if ref($item_parent) eq 'SL::DB::Order';
$current_invoice_item->{"converted_from_delivery_order_items_id"} = $_->{id} if ref($item_parent) eq 'SL::DB::DeliveryOrder';
$current_invoice_item;
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} @{ $items };
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@items = grep { $_->qty * 1 } @items if $params{skip_items_zero_qty};
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@items = grep { $_->qty >=0 } @items if $params{skip_items_negative_qty};
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$invoice->invoiceitems(\@items);

return $invoice;
}

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

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require SL::DB::Chart;
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if (!$params{ar_id}) {
my $chart = SL::DB::Manager::Chart->get_all(query => [ SL::DB::Manager::Chart->link_filter('AR') ],
sort_by => 'id ASC',
limit => 1)->[0];
croak("No AR chart found and no parameter `ar_id' given") unless $chart;
$params{ar_id} = $chart->id;
}
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my $worker = sub {
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my %data = $self->calculate_prices_and_taxes;

$self->_post_create_assemblyitem_entries($data{assembly_items});
$self->save;

$self->_post_add_acctrans($data{amounts_cogs});
$self->_post_add_acctrans($data{amounts});
$self->_post_add_acctrans($data{taxes});

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$self->_post_add_acctrans({ $params{ar_id} => $self->amount * -1 });

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$self->_post_update_allocated($data{allocated});
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};

if ($self->db->in_transaction) {
$worker->();
} elsif (!$self->db->do_transaction($worker)) {
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$::lxdebug->message(LXDebug->WARN(), "convert_to_invoice failed: " . join("\n", (split(/\n/, $self->db->error))[0..2]));
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return undef;
}
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return $self;
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}

sub _post_add_acctrans {
my ($self, $entries) = @_;

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my $default_tax_id = SL::DB::Manager::Tax->find_by(taxkey => 0)->id;
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my $chart_link;
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require SL::DB::AccTransaction;
require SL::DB::Chart;
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while (my ($chart_id, $spec) = each %{ $entries }) {
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$spec = { taxkey => 0, tax_id => $default_tax_id, amount => $spec } unless ref $spec;
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$chart_link = SL::DB::Manager::Chart->find_by(id => $chart_id)->{'link'};
$chart_link ||= '';

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SL::DB::AccTransaction->new(trans_id => $self->id,
chart_id => $chart_id,
amount => $spec->{amount},
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tax_id => $spec->{tax_id},
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taxkey => $spec->{taxkey},
project_id => $self->globalproject_id,
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transdate => $self->transdate,
chart_link => $chart_link)->save;
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}
}

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 }) {
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SL::DB::Manager::InvoiceItem->update_all(set => { allocated => { sql => "allocated + $diff" } },
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where => [ id => $invoice_id ]);
}
}

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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 {
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my ($self) = @_;
f6ed86ef Geoffrey Richardson
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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;
}

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sub reqdate {
goto &duedate;
}

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sub customervendor {
goto &customer;
}

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1;
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__END__

=pod

=head1 NAME

SL::DB::Invoice: Rose model for invoices (table "ar")

=head1 FUNCTIONS

=over 4

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=item C<new_from $source, %params>
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Creates a new C<SL::DB::Invoice> instance and copies as much
information from C<$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.

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C<%params> can include the following options:

=over 2

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=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.

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=item C<skip_items_zero_qty>

If trueish then items with a quantity of 0 are skipped.

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=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

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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.
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=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.
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=item 7. The invoice and its items are saved.

=back

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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