Revision 8165bc52
Von Moritz Bunkus vor etwa 11 Jahren hinzugefügt
| SL/Controller/FinancialOverview.pm | ||
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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}->[$month - 1]) }) } @type_columns ),
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);
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$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(($month - 1) / 3)]) }) } @type_columns,
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);
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$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}) }) } @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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| locale/de/all | ||
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'Current profile' => 'Aktuelles Profil',
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'Current status' => 'Aktueller Status',
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'Current value:' => 'Aktueller Wert:',
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'Current year' => 'Aktuelles Jahr',
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'Custom Variables' => 'Benutzerdefinierte Variablen',
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'Custom variables for module' => 'Benutzerdefinierte Variablen für Modul',
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'Customer' => 'Kunde',
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| ... | ... | |
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'Filter for customer variables' => 'Filter für benutzerdefinierte Kundenvariablen',
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'Filter for item variables' => 'Filter für benutzerdefinierte Artikelvariablen',
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'Filter parts' => 'Artikel filtern',
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'Financial Controlling' => 'Finanzcontrolling',
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'Financial Controlling Report' => 'Finanzcontrollingbericht',
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'Financial Overview' => 'Finanzübersicht',
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'Financial controlling report for open sales orders' => 'Finanzcontrollingbericht für offene Aufträge',
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'Financial overview for #1' => 'Finanzübersicht für #1',
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'Finish' => 'Abschließen',
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'First 20 Lines' => 'Nur erste 20 Datensätze',
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'Fix transaction' => 'Buchung korrigieren',
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'Follow-Up saved.' => 'Wiedervorlage gespeichert.',
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'Follow-Ups' => 'Wiedervorlagen',
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'Follow-up for' => 'Wiedervorlage für',
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'Following year' => 'Folgendes Jahr',
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'Font' => 'Schriftart',
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'Font size' => 'Schriftgröße',
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'For AP transactions it will replace the sales taxkeys with input taxkeys with the same tax rate.' => 'Bei Kreditorenbuchungen werden die Umsatzsteuer-Steuerschlüssel durch Vorsteuer-Steuerschlüssel mit demselben Steuersatz ersetzt.',
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'Printer Management' => 'Druckeradministration',
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'Printer management' => 'Druckerverwaltung',
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'Printing ... ' => 'Es wird gedruckt.',
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'Prior year' => 'Vorheriges Jahr',
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'Private E-mail' => 'Private E-Mail',
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'Private Phone' => 'Privates Tel.',
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'Problem' => 'Problem',
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| ... | ... | |
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'Requested execution date' => 'Gewünschtes Ausführungsdatum',
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'Requested execution date from' => 'Gewünschtes Ausführungsdatum von',
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'Requested execution date to' => 'Gewünschtes Ausführungsdatum bis',
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'Requests for Quotation' => 'Preisanfragen',
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'Required by' => 'Lieferdatum',
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'Reset' => 'Zurücksetzen',
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'Result' => 'Ergebnis',
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'Subject:' => 'Betreff:',
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'Subtotal' => 'Zwischensumme',
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'Subtotal cannot distinguish betweens record types. Only one of the selected record types will be displayed: #1' => 'Zwischensummen können nicht zwischen den einzelnen Belegen unterscheiden, es wird nur "#1" angezeigt',
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'Subtotals per quarter' => 'Zwischensummen pro Quartal',
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'Such entries cannot be exported into the DATEV format and have to be fixed as well.' => 'Solche Einträge sind aber nicht DATEV-exportiertbar und müssen ebenfalls korrigiert werden.',
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'Sum Credit' => 'Summe Haben',
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'Sum Debit' => 'Summe Soll',
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| menus/erp.ini | ||
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action=report
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report=projects
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[Reports--Financial Overview]
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ACCESS=report
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module=controller.pl
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action=FinancialOverview/list
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[Batch Printing]
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ACCESS=batch_printing
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| templates/webpages/financial_overview/report_top.html | ||
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[%- USE L %][% USE LxERP %]
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<form method="post" id="form" action="controller.pl">
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[% L.hidden_tag('action', 'FinancialOverview/list') %]
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<a href="[% SELF.url_for(action='list', year=(SELF.year - 1), subtotals_per_quarter=SELF.subtotals_per_quarter) %]">« [%- LxERP.t8("Prior year") %]: [% SELF.year - 1 %]</a>
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[% LxERP.t8("Current year") %]:
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[% L.select_tag('year', YEARS_TO_LIST, default=SELF.year, onchange='$("#form").submit();') %]
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[% IF SELF.year < SELF.current_year %]
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<a href="[% SELF.url_for(action='list', year=(SELF.year + 1), subtotals_per_quarter=SELF.subtotals_per_quarter) %]">[%- LxERP.t8("Following year") %]: [% SELF.year + 1 %] »</a>
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[% END %]
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<br>
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[% L.checkbox_tag('subtotals_per_quarter', checked=SELF.subtotals_per_quarter, label=LxERP.t8('Subtotals per quarter'), onchange='$("#form").submit();') %]
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</form>
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<hr>
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Auch abrufbar als: Unified diff
Finanzübersichtsbericht: Finanzübersichtsbericht: erste Implementation