projekt kivitendo

package SL::Controller::FinancialControllingReport;

use strict;

use parent qw(SL::Controller::Base);

use List::Util qw(sum);

use SL::DB::Order;

use SL::Controller::Helper::Paginated;

use SL::Controller::Helper::Sorted;

use SL::Controller::Helper::ParseFilter;

use SL::Controller::Helper::ReportGenerator;

use SL::Locale::String;

use Rose::Object::MakeMethods::Generic (

__PACKAGE__->run_before(sub { $::auth->assert('sales_order_edit'); });

__PACKAGE__->get_models_url_params('flat_filter');

__PACKAGE__->make_paginated(

MODEL => 'Order',

PAGINATE_ARGS => 'db_args',

ONLY => [ qw(list) ],

);

__PACKAGE__->make_sorted(

MODEL => 'Order',

ONLY => [ qw(list) ],

ordnumber => t8('Order'),

customer => t8('Customer'),

transaction_description => t8('Transaction description'),

globalprojectnumber => t8('Project'),

);

sub action_list {

my ($self) = @_;

$self->flat_filter({ map { $_->{key} => $_->{value} } $::form->flatten_variables('filter') });

$self->make_filter_summary;

$self->prepare_report;

$self->{orders} = $self->get_models(%{ $self->db_args });

$self->calculate_data;

$self->list_objects;

}

# private functions

sub setup_db_args_for_list {

my ($self) = @_;

$self->{filter} = {};

@{ $args{query} || [] },

SL::DB::Manager::Order->type_filter('sales_order'),

];

return \%args;

}

sub prepare_report {

my ($self) = @_;

my $report = SL::ReportGenerator->new(\%::myconfig, $::form);

$self->{report} = $report;

my %column_defs = (

netamount => { },

billed_amount => { text => $::locale->text('Billed amount') },

billed_amount_p => { text => $::locale->text('%') },

delivered_amount => { text => $::locale->text('Delivered amount') },

delivered_amount_p => { text => $::locale->text('%') },

paid_amount => { text => $::locale->text('Paid amount') },

paid_amount_p => { text => $::locale->text('%') },

billable_amount => { text => $::locale->text('Billable amount') },

billable_amount_p => { text => $::locale->text('%') },

other_amount => { text => $::locale->text('Billed extra expenses') },

ordnumber => { obj_link => sub { $self->link_to($_[0]) } },

customer => { sub => sub { $_[0]->customer->name },

obj_link => sub { $self->link_to($_[0]->customer) } },

obj_link => sub { $self->link_to($_[0]->globalproject) } },

sub => sub { $_[0]->globalproject_id ? $_[0]->globalproject->project_type->description : '' } },

map { $column_defs{$_}->{text} ||= $::locale->text( $self->get_sort_spec->{$_}->{title} ) } keys %column_defs;

map { $column_defs{$_}->{align} = 'right' } @{ $self->{number_columns} };

$report->set_options(

std_column_visibility => 1,

top_info_text => $::locale->text('Financial controlling report for open sales orders'),

raw_top_info_text => $self->render('financial_controlling_report/report_top', { no_output => 1, partial => 1 }),

raw_bottom_info_text => $self->render('financial_controlling_report/report_bottom', { no_output => 1, partial => 1 }),

title => $::locale->text('Financial Controlling Report'),

allow_pdf_export => 1,

allow_csv_export => 1,

);

$report->set_columns(%column_defs);

$report->set_column_order(@columns);

$report->set_export_options(qw(list filter));

$report->set_options_from_form;

$self->set_report_generator_sort_options(report => $report, sortable_columns => \@sortable);

$self->disable_pagination if $report->{options}{output_format} =~ /^(pdf|csv)$/i;

$self->{report_data} = {

column_defs => \%column_defs,

columns => \@columns,

};

}

sub calculate_data {

my ($self) = @_;

foreach my $order (@{ $self->{orders} }) {

my $delivery_orders = $order->linked_records(direction => 'to', to => 'DeliveryOrder', via => 'Order', query => [ '!customer_id' => undef ]);

my $invoices = $order->linked_records(direction => 'to', to => 'Invoice', via => [ 'Order', 'DeliveryOrder' ]);

$order->{delivered_amount} = sum map { $self->sum_relevant_items(order => $order, other => $_, by_order => 1) } @{ $delivery_orders };

$order->{billed_amount} = sum map { $self->sum_relevant_items(order => $order, other => $_) } @{ $invoices };

$order->{paid_amount} = sum map { $_->paid } @{ $invoices };

my $billed_amount = sum map { $_->netamount } @{ $invoices };

$order->{other_amount} = $billed_amount - $order->{billed_amount};

$order->{billable_amount} = $order->{delivered_amount} - $order->{billed_amount};

foreach (qw(delivered billed paid billable)) {

$order->{"${_}_amount_p"} = $order->netamount * 1 ? $order->{"${_}_amount"} * 100 / $order->netamount : undef;

}

}

}

sub sum_items {

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

my %vals;

foreach my $item (@{ $params{obj}->items }) {

$vals{$item->parts_id} ||= { parts_id => $item->parts_id, amount => 0, base_qty => 0 };

$vals{$item->parts_id}->{amount} += $item->qty * $item->sellprice * (1 - $item->discount) / (($item->price_factor * 1) || 1);

$vals{$item->parts_id}->{base_qty} += $item->qty * $item->unit_obj->base_factor;

}

return \%vals;

}

sub sum_relevant_items {

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

$params{order}->{amounts_by_parts_id} ||= $self->sum_items(obj => $params{order});

my $sums = $self->sum_items(obj => $params{other});

my $total = 0;

foreach my $item (grep { $params{order}->{amounts_by_parts_id}->{ $_->{parts_id} } } values %{ $sums }) {

my $order_item = $params{order}->{amounts_by_parts_id}->{ $item->{parts_id} };

if ($params{by_order} && $order_item->{base_qty}) {

$total += $order_item->{amount} * $item->{base_qty} / $order_item->{base_qty};

} else {

$total += $item->{amount};

}

}

return $total;

}

sub list_objects {

my ($self) = @_;

my $column_defs = $self->{report_data}->{column_defs};

for my $obj (@{ $self->{orders} || [] }) {

my %data = map {

$_ => {

data => $column_defs->{$_}{sub} ? $column_defs->{$_}{sub}->($obj)

: $obj->can($_) ? $obj->$_

: $obj->{$_},

link => $column_defs->{$_}{obj_link} ? $column_defs->{$_}{obj_link}->($obj) : '',

},

} @{ $self->{report_data}{columns} || {} };

map { $data{$_}->{data} = defined $data{$_}->{data} ? int($data{$_}->{data}) : '' } grep { m/_p$/ } @{ $self->{number_columns} };

map { $data{$_}->{data} = $::form->format_amount(\%::myconfig, $data{$_}->{data}, 2) } grep { !m/_p$/ } @{ $self->{number_columns} };

$self->{report}->add_data(\%data);

}

return $self->{report}->generate_with_headers;

}

sub make_filter_summary {

my ($self) = @_;

my $filter = $::form->{filter} || {};

my @filter_strings;

my @filters = (

[ $filter->{"ordnumber:substr::ilike"}, $::locale->text('Number') ],

[ $filter->{"transdate:date::ge"}, $::locale->text('Order Date') . " " . $::locale->text('From Date') ],

[ $filter->{"transdate:date::le"}, $::locale->text('Order Date') . " " . $::locale->text('To Date') ],

[ $filter->{customer}{"name:substr::ilike"}, $::locale->text('Customer') ],

[ $filter->{customer}{"customernumber:substr::ilike"}, $::locale->text('Customer Number') ],

);

$self->{filter_summary} = join ', ', @filter_strings;

}

sub link_to {

my ($self, $object, %params) = @_;

return unless $object;

my $action = $params{action} || 'edit';

if ($object->isa('SL::DB::Order')) {

my $type = $object->type;

my $id = $object->id;

return "oe.pl?action=$action&type=$type&vc=customer&id=$id";

}

if ($object->isa('SL::DB::Customer')) {

my $id = $object->id;

return "ct.pl?action=$action&id=$id&db=customer";

}

my $id = $object->id;

return "controller.pl?action=Project/$action&id=$id";

}

1;