projekt kivitendo

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;

  'Current year'                => 'Aktuelles Jahr',

  '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',

  'Following year'              => 'Folgendes Jahr',

  'Prior year'                  => 'Vorheriges Jahr',

  'Requests for Quotation'      => 'Preisanfragen',

  'Subtotals per quarter'       => 'Zwischensummen pro Quartal',

[Reports--Financial Overview]

ACCESS=report

module=controller.pl

action=FinancialOverview/list

[%- 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>