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Revision 8165bc52

Von Moritz Bunkus vor etwa 11 Jahren hinzugefügt

  • ID 8165bc52de684ec8cd95a78515bb82a23d0dab5d
  • Vorgänger f606f2f5
  • Nachfolger ed0f3caf

Finanzübersichtsbericht: Finanzübersichtsbericht: erste Implementation

Unterschiede anzeigen:

SL/Controller/FinancialOverview.pm
package SL::Controller::FinancialOverview;
use strict;
use parent qw(SL::Controller::Base);
use List::MoreUtils qw(none);
use SL::DB::Invoice;
use SL::DB::Order;
use SL::DB::PurchaseInvoice;
use SL::Controller::Helper::ReportGenerator;
use SL::Locale::String;
use Rose::Object::MakeMethods::Generic (
scalar => [ qw(report number_columns year current_year types objects data subtotals_per_quarter) ],
);
__PACKAGE__->run_before(sub { $::auth->assert('report'); });
sub action_list {
my ($self) = @_;
$self->subtotals_per_quarter($::form->{subtotals_per_quarter});
$self->get_objects;
$self->calculate_data;
$self->prepare_report;
$self->list_data;
}
# private functions
sub prepare_report {
my ($self) = @_;
$self->report(SL::ReportGenerator->new(\%::myconfig, $::form));
my @columns = qw(year quarter month sales_quotations sales_orders sales_invoices requests_for_quotation purchase_orders purchase_invoices);
$self->number_columns([ grep { !m/^(?:month|year|quarter)$/ } @columns ]);
my %column_defs = (
month => { text => t8('Month') },
year => { text => t8('Year') },
quarter => { text => t8('Quarter') },
sales_quotations => { text => t8('Sales Quotations') },
sales_orders => { text => t8('Sales Orders') },
sales_invoices => { text => t8('Invoices') },
requests_for_quotation => { text => t8('Requests for Quotation') },
purchase_orders => { text => t8('Purchase Orders') },
purchase_invoices => { text => t8('Purchase Invoices') },
);
map { $column_defs{$_}->{align} = 'right' } @columns;
$self->report->set_options(
std_column_visibility => 1,
controller_class => 'FinancialOverview',
output_format => 'HTML',
raw_top_info_text => $self->render('financial_overview/report_top', { output => 0 }, YEARS_TO_LIST => [ reverse(2000..$self->current_year) ]),
title => t8('Financial overview for #1', $self->year),
allow_pdf_export => 1,
allow_csv_export => 1,
);
$self->report->set_columns(%column_defs);
$self->report->set_column_order(@columns);
$self->report->set_export_options(qw(list year subtotals_per_quarter));
$self->report->set_options_from_form;
}
sub get_objects {
my ($self) = @_;
$self->current_year(DateTime->today->year);
$self->year($::form->{year} || DateTime->today->year);
my $start = DateTime->new(year => $self->year, month => 1, day => 1);
my $end = DateTime->new(year => $self->year, month => 12, day => 31);
my @date_filter = (and => [ transdate => { ge => $start }, transdate => { le => $end } ]);
$self->objects({
sales_quotations => SL::DB::Manager::Order->get_all( where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('sales_quotation') ]]),
sales_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('sales_order') ]]),
requests_for_quotation => SL::DB::Manager::Order->get_all( where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('request_quotation') ]]),
purchase_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @date_filter, SL::DB::Manager::Order->type_filter('purchase_order') ]]),
sales_invoices => SL::DB::Manager::Invoice->get_all( where => \@date_filter),
purchase_invoices => SL::DB::Manager::PurchaseInvoice->get_all(where => \@date_filter),
});
}
sub calculate_data {
my ($self) = @_;
$self->types([ qw(sales_quotations sales_orders sales_invoices requests_for_quotation purchase_orders purchase_invoices) ]);
my %data = (
year => [ ($self->year) x 12 ],
month => [ (1..12) ],
quarter => [ (1, 1, 1, 2, 2, 2, 3, 3, 3, 4, 4, 4) ],
map {
$_ => {
months => [ (0) x 12 ],
quarters => [ (0) x 4 ],
year => 0,
}
} @{ $self->types },
);
foreach my $type (keys %{ $self->objects }) {
foreach my $object (@{ $self->objects->{ $type } }) {
my $month = $object->transdate->month - 1;
my $tdata = $data{$type};
$tdata->{months}->[$month] += $object->netamount;
$tdata->{quarters}->[int($month / 3)] += $object->netamount;
$tdata->{year} += $object->netamount;
}
}
$self->data(\%data);
}
sub list_data {
my ($self) = @_;
my @visible_columns = $self->report->get_visible_columns;
my @type_columns = @{ $self->types };
my @non_type_columns = grep { my $c = $_; none { $c eq $_ } @type_columns } @visible_columns;
for my $month (1..12) {
my %data = (
map({ ($_ => { data => $self->data->{$_}->[$month - 1] }) } @non_type_columns),
map({ ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{months}->[$month - 1]) }) } @type_columns ),
);
$self->report->add_data(\%data);
if ($self->subtotals_per_quarter && (($month % 3) == 0)) {
my %subtotal = (
year => { data => $self->year },
month => { data => $::locale->text('Total') },
map { ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{quarters}->[int(($month - 1) / 3)]) }) } @type_columns,
);
$subtotal{$_}->{class} = 'listsubtotal' for @visible_columns;
$self->report->add_data(\%subtotal);
}
}
my %data = (
year => { data => $self->year },
quarter => { data => $::locale->text('Total') },
map { ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{year}) }) } @type_columns,
);
$data{$_}->{class} = 'listtotal' for @visible_columns;
$self->report->add_data(\%data);
return $self->report->generate_with_headers;
}
1;
locale/de/all
'Current profile' => 'Aktuelles Profil',
'Current status' => 'Aktueller Status',
'Current value:' => 'Aktueller Wert:',
'Current year' => 'Aktuelles Jahr',
'Custom Variables' => 'Benutzerdefinierte Variablen',
'Custom variables for module' => 'Benutzerdefinierte Variablen für Modul',
'Customer' => 'Kunde',
......
'Filter for customer variables' => 'Filter für benutzerdefinierte Kundenvariablen',
'Filter for item variables' => 'Filter für benutzerdefinierte Artikelvariablen',
'Filter parts' => 'Artikel filtern',
'Financial Controlling' => 'Finanzcontrolling',
'Financial Controlling Report' => 'Finanzcontrollingbericht',
'Financial Overview' => 'Finanzübersicht',
'Financial controlling report for open sales orders' => 'Finanzcontrollingbericht für offene Aufträge',
'Financial overview for #1' => 'Finanzübersicht für #1',
'Finish' => 'Abschließen',
'First 20 Lines' => 'Nur erste 20 Datensätze',
'Fix transaction' => 'Buchung korrigieren',
......
'Follow-Up saved.' => 'Wiedervorlage gespeichert.',
'Follow-Ups' => 'Wiedervorlagen',
'Follow-up for' => 'Wiedervorlage für',
'Following year' => 'Folgendes Jahr',
'Font' => 'Schriftart',
'Font size' => 'Schriftgröße',
'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.',
......
'Printer Management' => 'Druckeradministration',
'Printer management' => 'Druckerverwaltung',
'Printing ... ' => 'Es wird gedruckt.',
'Prior year' => 'Vorheriges Jahr',
'Private E-mail' => 'Private E-Mail',
'Private Phone' => 'Privates Tel.',
'Problem' => 'Problem',
......
'Requested execution date' => 'Gewünschtes Ausführungsdatum',
'Requested execution date from' => 'Gewünschtes Ausführungsdatum von',
'Requested execution date to' => 'Gewünschtes Ausführungsdatum bis',
'Requests for Quotation' => 'Preisanfragen',
'Required by' => 'Lieferdatum',
'Reset' => 'Zurücksetzen',
'Result' => 'Ergebnis',
......
'Subject:' => 'Betreff:',
'Subtotal' => 'Zwischensumme',
'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',
'Subtotals per quarter' => 'Zwischensummen pro Quartal',
'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.',
'Sum Credit' => 'Summe Haben',
'Sum Debit' => 'Summe Soll',
menus/erp.ini
action=report
report=projects
[Reports--Financial Overview]
ACCESS=report
module=controller.pl
action=FinancialOverview/list
[Batch Printing]
ACCESS=batch_printing
templates/webpages/financial_overview/report_top.html
[%- USE L %][% USE LxERP %]
<form method="post" id="form" action="controller.pl">
[% L.hidden_tag('action', 'FinancialOverview/list') %]
<a href="[% SELF.url_for(action='list', year=(SELF.year - 1), subtotals_per_quarter=SELF.subtotals_per_quarter) %]">&laquo; [%- LxERP.t8("Prior year") %]: [% SELF.year - 1 %]</a>
|
[% LxERP.t8("Current year") %]:
[% L.select_tag('year', YEARS_TO_LIST, default=SELF.year, onchange='$("#form").submit();') %]
[% IF SELF.year < SELF.current_year %]
|
<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 %] &raquo;</a>
[% END %]
<br>
[% L.checkbox_tag('subtotals_per_quarter', checked=SELF.subtotals_per_quarter, label=LxERP.t8('Subtotals per quarter'), onchange='$("#form").submit();') %]
</form>
<hr>

Auch abrufbar als: Unified diff