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# 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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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;
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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;
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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(
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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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with_objects => [ 'part' ]
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}
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},
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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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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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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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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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);
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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');
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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 !$self->invnumber;
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return 1;
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}
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# methods
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sub items { goto &invoiceitems; }
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sub add_items { goto &add_invoiceitems; }
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sub items_sorted {
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my ($self) = @_;
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return [ sort {$a->position <=> $b->position } @{ $self->items } ];
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}
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sub is_sales {
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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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# 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 $self = shift;
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die 'not a setter method' if @_;
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return ($self->amount || 0) - ($self->netamount || 0);
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}
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__PACKAGE__->meta->make_attr_helpers(taxamount => 'numeric(15,5)');
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sub closed {
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my ($self) = @_;
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return $self->paid >= $self->amount;
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}
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sub _clone_orderitem_delivery_order_item_cvar {
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my ($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 $cloned;
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}
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sub new_from {
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my ($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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require SL::DB::Employee;
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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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my (@columns, @item_columns, $item_parent_id_column, $item_parent_column);
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if (ref($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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$item_parent_id_column = 'trans_id';
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$item_parent_column = 'order';
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} else {
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@columns = qw(donumber);
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$item_parent_id_column = 'delivery_order_id';
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$item_parent_column = 'delivery_order';
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}
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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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transdate => DateTime->today_local,
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gldate => DateTime->today_local,
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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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invoice => 1,
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type => 'invoice',
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storno => 0,
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paid => 0,
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employee_id => (SL::DB::Manager::Employee->current || SL::DB::Employee->new(id => $source->employee_id))->id,
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);
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if ($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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my $invoice = $class->new(%args);
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$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;
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my $item_parent = $item_parents{$source_item_id};
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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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} @{ $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);
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return $invoice;
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}
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sub post {
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my ($self, %params) = @_;
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require SL::DB::Chart;
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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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my $worker = sub {
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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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$self->_post_add_acctrans({ $params{ar_id} => $self->amount * -1 });
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$self->_post_update_allocated($data{allocated});
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};
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if ($self->db->in_transaction) {
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$worker->();
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} elsif (!$self->db->do_transaction($worker)) {
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$::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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}
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return $self;
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}
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sub _post_add_acctrans {
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my ($self, $entries) = @_;
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my $default_tax_id = SL::DB::Manager::Tax->find_by(taxkey => 0)->id;
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my $chart_link;
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require SL::DB::AccTransaction;
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require SL::DB::Chart;
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while (my ($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 => $chart_id)->{'link'};
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$chart_link ||= '';
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SL::DB::AccTransaction->new(trans_id => $self->id,
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chart_id => $chart_id,
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amount => $spec->{amount},
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tax_id => $spec->{tax_id},
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taxkey => $spec->{taxkey},
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project_id => $self->globalproject_id,
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transdate => $self->transdate,
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chart_link => $chart_link)->save;
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}
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}
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sub _post_create_assemblyitem_entries {
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my ($self, $assembly_entries) = @_;
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my $items = $self->invoiceitems;
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my @new_items;
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my $item_idx = 0;
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foreach my $item (@{ $items }) {
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next if $item->assemblyitem;
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push @new_items, $item;
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$item_idx++;
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foreach my $assembly_item (@{ $assembly_entries->[$item_idx] || [ ] }) {
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push @new_items, SL::DB::InvoiceItem->new(parts_id => $assembly_item->{part},
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description => $assembly_item->{part}->description,
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unit => $assembly_item->{part}->unit,
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qty => $assembly_item->{qty},
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allocated => $assembly_item->{allocated},
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sellprice => 0,
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fxsellprice => 0,
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assemblyitem => 't');
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}
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}
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$self->invoiceitems(\@new_items);
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}
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sub _post_update_allocated {
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my ($self, $allocated) = @_;
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while (my ($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 => $invoice_id ]);
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}
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}
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sub invoice_type {
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my ($self) = @_;
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return 'ar_transaction' if !$self->invoice;
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return 'credit_note' if $self->type eq 'credit_note' && $self->amount < 0 && !$self->storno;
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return 'invoice_storno' if $self->type ne 'credit_note' && $self->amount < 0 && $self->storno;
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return 'credit_note_storno' if $self->type eq 'credit_note' && $self->amount > 0 && $self->storno;
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return 'invoice';
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}
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sub displayable_state {
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my $self = shift;
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return $self->closed ? $::locale->text('closed') : $::locale->text('open');
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}
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sub displayable_type {
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my ($self) = @_;
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return t8('AR Transaction') if $self->invoice_type eq 'ar_transaction';
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return t8('Credit Note') if $self->invoice_type eq 'credit_note';
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return t8('Invoice') . "(" . t8('Storno') . ")" if $self->invoice_type eq 'invoice_storno';
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return t8('Credit Note') . "(" . t8('Storno') . ")" if $self->invoice_type eq 'credit_note_storno';
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return t8('Invoice');
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}
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sub abbreviation {
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my ($self) = @_;
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return t8('AR Transaction (abbreviation)') if $self->invoice_type eq 'ar_transaction';
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return t8('Credit note (one letter abbreviation)') if $self->invoice_type eq 'credit_note';
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return t8('Invoice (one letter abbreviation)') . "(" . t8('Storno (one letter abbreviation)') . ")" if $self->invoice_type eq 'invoice_storno';
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return t8('Credit note (one letter abbreviation)') . "(" . t8('Storno (one letter abbreviation)') . ")" if $self->invoice_type eq 'credit_note_storno';
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return t8('Invoice (one letter abbreviation)');
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}
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sub date {
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goto &transdate;
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}
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sub reqdate {
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goto &duedate;
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}
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sub customervendor {
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goto &customer;
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}
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1;
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__END__
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=pod
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=head1 NAME
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SL::DB::Invoice: Rose model for invoices (table "ar")
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=head1 FUNCTIONS
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=over 4
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=item C<new_from $source, %params>
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Creates a new C<SL::DB::Invoice> instance and copies as much
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information from C<$source> as possible. At the moment only sales
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orders and sales quotations are supported as sources.
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The conversion copies order items into invoice items. Dates are copied
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as appropriate, e.g. the C<transdate> field from an order will be
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copied into the invoice's C<orddate> field.
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C<%params> can include the following options:
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=over 2
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=item C<items>
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An optional array reference of RDBO instances for the items to use. If
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missing then the method C<items_sorted> will be called on
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C<$source>. This option can be used to override the sorting, to
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exclude certain positions or to add additional ones.
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=item C<skip_items_negative_qty>
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If trueish then items with a negative quantity are skipped. Items with
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a quantity of 0 are not affected by this option.
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=item C<skip_items_zero_qty>
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If trueish then items with a quantity of 0 are skipped.
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=item C<attributes>
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An optional hash reference. If it exists then it is passed to C<new>
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allowing the caller to set certain attributes for the new delivery
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order.
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=back
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Amounts, prices and taxes are not
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calculated. L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>
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can be used for this.
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The object returned is not saved.
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=item C<post %params>
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Posts the invoice. Required parameters are:
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=over 2
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=item * C<ar_id>
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The ID of the accounds receivable chart the invoices amounts are
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posted to. If it is not set then the first chart configured for
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accounts receivables is used.
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=back
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This function implements several steps:
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=over 2
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=item 1. It calculates all prices, amounts and taxes by calling
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L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>.
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=item 2. A new and unique invoice number is created.
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=item 3. All amounts for costs of goods sold are recorded in
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C<acc_trans>.
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=item 4. All amounts for parts, services and assemblies are recorded
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in C<acc_trans> with their respective charts. This is determined by
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the part's buchungsgruppen.
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=item 5. The total amount is posted to the accounts receivable chart
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and recorded in C<acc_trans>.
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=item 6. Items in C<invoice> are updated according to their allocation
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status (regarding for costs of goold sold). Will only be done if
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kivitendo is not configured to use Einnahmenüberschussrechnungen.
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=item 7. The invoice and its items are saved.
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=back
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Returns C<$self> on success and C<undef> on failure. The whole process
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is run inside a transaction. If it fails then nothing is saved to or
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changed in the database. A new transaction is only started if none is
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active.
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=item C<basic_info $field>
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See L<SL::DB::Object::basic_info>.
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=back
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=head1 AUTHOR
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Moritz Bunkus E<lt>m.bunkus@linet-services.deE<gt>
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=cut
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