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79398e65 Geoffrey Richardson
#=====================================================================
# LX-Office ERP
# Copyright (C) 2004
# Based on SQL-Ledger Version 2.1.9
# Web http://www.lx-office.org
#
#=====================================================================
# SQL-Ledger Accounting
# Copyright (c) 2001
#
# Author: Dieter Simader
# Email: dsimader@sql-ledger.org
# Web: http://www.sql-ledger.org
#
#
# This program is free software; you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation; either version 2 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
# You should have received a copy of the GNU General Public License
# along with this program; if not, write to the Free Software
# Foundation, Inc., 675 Mass Ave, Cambridge, MA 02139, USA.
#======================================================================
#
# Sales report
#
#======================================================================

use POSIX qw(strftime);
use List::Util qw(sum first);

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use SL::AM;
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use SL::VK;
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use SL::IS;
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use SL::ReportGenerator;
use Data::Dumper;

require "bin/mozilla/arap.pl";
require "bin/mozilla/common.pl";
require "bin/mozilla/drafts.pl";
require "bin/mozilla/reportgenerator.pl";

use strict;

sub search_invoice {
$main::lxdebug->enter_sub();
$main::auth->assert('general_ledger | invoice_edit');

my $form = $main::form;
my %myconfig = %main::myconfig;
my $locale = $main::locale;

my ($customer, $department);

# setup customer selection
$form->all_vc(\%myconfig, "customer", "AR");

$form->{title} = $locale->text('Sales Report');
$form->{jsscript} = 1;

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$form->get_lists("projects" => { "key" => "ALL_PROJECTS", "all" => 1 },
"departments" => "ALL_DEPARTMENTS",
"business_types" => "ALL_BUSINESS_TYPES",
"salesmen" => "ALL_SALESMEN",
'employees' => 'ALL_EMPLOYEES',
'partsgroup' => 'ALL_PARTSGROUPS',
"customers" => "ALL_VC");
$form->{CUSTOM_VARIABLES_IC} = CVar->get_configs('module' => 'IC');
($form->{CUSTOM_VARIABLES_FILTER_CODE_IC},
$form->{CUSTOM_VARIABLES_INCLUSION_CODE_IC}) = CVar->render_search_options('variables' => $form->{CUSTOM_VARIABLES_IC},
'include_prefix' => 'l_',
'include_value' => 'Y');

$form->{CUSTOM_VARIABLES_CT} = CVar->get_configs('module' => 'CT');
($form->{CUSTOM_VARIABLES_FILTER_CODE_CT},
$form->{CUSTOM_VARIABLES_INCLUSION_CODE_CT}) = CVar->render_search_options('variables' => $form->{CUSTOM_VARIABLES_CT},
'include_prefix' => 'l_',
'include_value' => 'Y');
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$form->{vc_keys} = sub { "$_[0]->{name}--$_[0]->{id}" };
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$form->{employee_labels} = sub { $_[0]->{"name"} || $_[0]->{"login"} };
$form->{salesman_labels} = $form->{employee_labels};
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$form->header;
print $form->parse_html_template('vk/search_invoice', { %myconfig });

$main::lxdebug->leave_sub();
}

sub invoice_transactions {
$main::lxdebug->enter_sub();

$main::auth->assert('general_ledger | invoice_edit');

my $form = $main::form;
my %myconfig = %main::myconfig;
my $locale = $main::locale;

my ($callback, $href, @columns);

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# can't currently be configured from report, empty line between main sortings
my $addemptylines = '1';

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if ( $form->{customer} =~ /--/ ) {
# Felddaten kommen aus Dropdownbox
($form->{customername}, $form->{customer_id}) = split(/--/, $form->{customer});
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} elsif ($form->{customer}) {
# es wurde ein Wert im Freitextfeld übergeben, auf Eindeutigkeit überprüfen
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# check_name wird mit no_select => 1 ausgeführt, ist die Abfrage nicht eindeutig kommt ein Fehler
# und die Abfrage muß erneut ausgeführt werden

# Ohne no_select kommt bei Auswahl des Kunden ein Aufruf von update der ins
# Nichts führt, daher diese Zwischenlösung

&check_name('customer', no_select => 1);
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# $form->{customer_id} wurde schon von check_name gesetzt
$form->{customername} = $form->{customer};
};
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# ist $form->{customer} leer passiert hier nichts weiter
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# decimalplaces überprüfen oder auf Default 2 setzen
$form->{decimalplaces} = 2 unless $form->{decimalplaces} > 0 && $form->{decimalplaces} < 6;

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my $cvar_configs_ct = CVar->get_configs('module' => 'CT');
my $cvar_configs_ic = CVar->get_configs('module' => 'IC');

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# report_generator_set_default_sort('transdate', 1);

VK->invoice_transactions(\%myconfig, \%$form);

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if ( $form->{mainsort} eq 'month' or $form->{subsort} eq 'month' ) {

# Data already comes out of SELECT statement in correct month order, but
# remove whitespaces (month names are padded) and translate them as early
# as possible

foreach (@{ $form->{AR} }) {
$_->{month} =~ s/\s//g;
$_->{month} = $locale->text($_->{month});
};
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};

$form->{title} = $locale->text('Sales Report');

@columns =
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qw(description invnumber transdate customernumber customername partnumber partsgroup country business transdate qty parts_unit sellprice sellprice_total discount lastcost lastcost_total marge_total marge_percent employee salesman);
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my @includeable_custom_variables = grep { $_->{includeable} } @{ $cvar_configs_ic }, @{ $cvar_configs_ct };
my @searchable_custom_variables = grep { $_->{searchable} } @{ $cvar_configs_ic }, @{ $cvar_configs_ct };
my %column_defs_cvars = map { +"cvar_$_->{name}" => { 'text' => $_->{description} } } @includeable_custom_variables;

push @columns, map { "cvar_$_->{name}" } @includeable_custom_variables;

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# hidden variables für pdf/csv export übergeben
# einmal mit l_ um zu bestimmen welche Spalten ausgegeben werden sollen
# einmal optionen für die Überschrift (z.B. transdatefrom, partnumber, ...)
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my @hidden_variables = (qw(l_headers_mainsort l_headers_subsort l_subtotal_mainsort l_subtotal_subsort l_total l_parts l_customername l_customernumber transdatefrom transdateto decimalplaces customer customername customer_id department partnumber partsgroup country business description project_id customernumber salesman employee salesman_id employee_id business_id partsgroup_id mainsort subsort),
"$form->{db}number",
map({ "cvar_$_->{name}" } @searchable_custom_variables),
map { "l_$_" } @columns
);
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my @hidden_nondefault = grep({ $form->{$_} } @hidden_variables);
# Variablen werden dann als Hidden Variable mitgegeben, z.B.
# <input type="hidden" name="report_generator_hidden_transdateto" value="21.05.2010">

$href = build_std_url('action=invoice_transactions', grep { $form->{$_} } @hidden_variables);
# href = vk.pl?action=invoice_transactions&l_headers=Y&l_subtotal=Y&l_total=Y&transdatefrom=04.03.2010 ...

my %column_defs = (
'description' => { 'text' => $locale->text('Description'), },
'partnumber' => { 'text' => $locale->text('Part Number'), },
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'partsgroup' => { 'text' => $locale->text('Group'), },
'country' => { 'text' => $locale->text('Country'), },
'business' => { 'text' => $locale->text('Customer type'), },
'employee' => { 'text' => $locale->text('Employee'), },
'salesman' => { 'text' => $locale->text('Salesperson'), },
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'invnumber' => { 'text' => $locale->text('Invoice Number'), },
'transdate' => { 'text' => $locale->text('Invoice Date'), },
'qty' => { 'text' => $locale->text('Quantity'), },
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'parts_unit' => { 'text' => $locale->text('Base unit'), },
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'sellprice' => { 'text' => $locale->text('Sales price'), },
'sellprice_total' => { 'text' => $locale->text('Sales net amount'), },
'lastcost_total' => { 'text' => $locale->text('Purchase net amount'), },
'discount' => { 'text' => $locale->text('Discount'), },
'lastcost' => { 'text' => $locale->text('Purchase price'), },
'marge_total' => { 'text' => $locale->text('Sales margin'), },
'marge_percent' => { 'text' => $locale->text('Sales margin %'), },
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'customernumber' => { 'text' => $locale->text('Customer Number'), },
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'customername' => { 'text' => $locale->text('Customer Name'), },
# add 3 more column_defs so we have a translation for top_info_text
'customer' => { 'text' => $locale->text('Customer'), },
'part' => { 'text' => $locale->text('Part'), },
'month' => { 'text' => $locale->text('Month'), },
%column_defs_cvars,
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);
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map { $column_defs{$_}->{visible} = $form->{"l_$_"} eq 'Y' } @columns;

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my %column_alignment = map { $_ => 'right' } qw(lastcost sellprice sellprice_total lastcost_total parts_unit discount marge_total marge_percent qty);
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# so now the check-box "Description" is only used as switch for part description in invoice-mode
# always fill the column "Description" if we are in Zwischensummenmode
if (not defined $form->{"l_parts"}) {
$form->{"l_description"} = "Y";
};
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map { $column_defs{$_}->{visible} = $form->{"l_${_}"} ? 1 : 0 } @columns;

my @options;
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if ($form->{description}) {
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push @options, $locale->text('Description') . " : $form->{description}";
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}
if ($form->{customer}) {
push @options, $locale->text('Customer') . " : $form->{customername}";
}
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if ($form->{customernumber}) {
push @options, $locale->text('Customer Number') . " : $form->{customernumber}";
}
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# TODO: es wird nur id übergeben
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if ($form->{department}) {
my ($department) = split /--/, $form->{department};
push @options, $locale->text('Department') . " : $department";
}
if ($form->{invnumber}) {
push @options, $locale->text('Invoice Number') . " : $form->{invnumber}";
}
if ($form->{invdate}) {
push @options, $locale->text('Invoice Date') . " : $form->{invdate}";
}
if ($form->{partnumber}) {
push @options, $locale->text('Part Number') . " : $form->{partnumber}";
}
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if ($form->{partsgroup_id}) {
my $partsgroup = SL::DB::PartsGroup->new(id => $form->{partsgroup_id})->load;
push @options, $locale->text('Group') . " : $partsgroup->{partsgroup}";
}
if ($form->{country}) {
push @options, $locale->text('Country') . " : $form->{country}";
}
if ($form->{employee_id}) {
my $employee = SL::DB::Employee->new(id => $form->{employee_id})->load;
push @options, $locale->text('Employee') . ' : ' . $employee->name;
}
if ($form->{salesman_id}) {
my $salesman = SL::DB::Employee->new(id => $form->{salesman_id})->load;
push @options, $locale->text('Salesman') . ' : ' . $salesman->name;
}
if ($form->{business_id}) {
my $business = SL::DB::Business->new(id => $form->{business_id})->load;
push @options, $locale->text('Customer type') . ' : ' . $business->description;
}
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if ($form->{ordnumber}) {
push @options, $locale->text('Order Number') . " : $form->{ordnumber}";
}
if ($form->{notes}) {
push @options, $locale->text('Notes') . " : $form->{notes}";
}
if ($form->{transaction_description}) {
push @options, $locale->text('Transaction description') . " : $form->{transaction_description}";
}
if ($form->{transdatefrom}) {
push @options, $locale->text('From') . " " . $locale->date(\%myconfig, $form->{transdatefrom}, 1);
}
if ($form->{transdateto}) {
push @options, $locale->text('Bis') . " " . $locale->date(\%myconfig, $form->{transdateto}, 1);
}

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

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$report->set_options('top_info_text' => join("\n", $locale->text('Main sorting') . ' : ' . $column_defs{$form->{mainsort}}->{text} , $locale->text('Secondary sorting') . ' : ' . $column_defs{$form->{'subsort'}}->{text}, @options),
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'output_format' => 'HTML',
'title' => $form->{title},
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'attachment_basename' => $locale->text('Sales Report') . strftime('_%Y%m%d', localtime time),
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);
$report->set_options_from_form();
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$locale->set_numberformat_wo_thousands_separator(\%myconfig) if lc($report->{options}->{output_format}) eq 'csv';
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$report->set_columns(%column_defs);
$report->set_column_order(@columns);

$report->set_export_options('invoice_transactions', @hidden_variables, qw(mainsort sortdir));

$report->set_sort_indicator($form->{mainsort}, $form->{sortdir});

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CVar->add_custom_variables_to_report('module' => 'CT',
'trans_id_field' => 'customerid',
'configs' => $cvar_configs_ct,
'column_defs' => \%column_defs,
'data' => $form->{AR}
);

CVar->add_custom_variables_to_report('module' => 'IC',
'trans_id_field' => 'parts_id',
'configs' => $cvar_configs_ic,
'column_defs' => \%column_defs,
'data' => $form->{AR}
);

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# add sort and escape callback, this one we use for the add sub
$form->{callback} = $href .= "&sort=$form->{mainsort}";

# escape callback for href
$callback = $form->escape($href);

my @subtotal_columns = qw(qty sellprice sellprice_total lastcost lastcost_total marge_total marge_percent discount);
# Gesamtsumme:
# Summe von sellprice_total, lastcost_total und marge_total
# Durchschnitt von marge_percent
my @total_columns = qw(sellprice_total lastcost_total marge_total marge_percent );

my %totals = map { $_ => 0 } @total_columns;
my %subtotals1 = map { $_ => 0 } @subtotal_columns;
my %subtotals2 = map { $_ => 0 } @subtotal_columns;

my $idx = 0;

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my $basefactor;
my $all_units = AM->retrieve_all_units();

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foreach my $ar (@{ $form->{AR} }) {
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$basefactor = $all_units->{$ar->{unit}}->{factor} / $all_units->{$ar->{parts_unit}}->{factor};
$basefactor = 1 unless $basefactor;
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$ar->{price_factor} = 1 unless $ar->{price_factor};
# calculate individual sellprice
# discount was already accounted for in db sellprice
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$ar->{sellprice} = $ar->{sellprice} / $ar->{price_factor} / $basefactor;
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$ar->{lastcost} = $ar->{lastcost} / $ar->{price_factor};
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$ar->{sellprice_total} = $ar->{qty} * ( $ar->{fxsellprice} * ( 1 - $ar->{discount} ) ) / $ar->{price_factor};
$ar->{lastcost_total} = $ar->{qty} * $ar->{lastcost} * $basefactor;
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# marge_percent wird neu berechnet, da Wert in invoice leer ist (Bug)
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$ar->{marge_percent} = $ar->{sellprice_total} ? (($ar->{sellprice_total}-$ar->{lastcost_total}) / $ar->{sellprice_total} * 100) : 0;
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# marge_total neu berechnen
$ar->{marge_total} = $ar->{sellprice_total} ? $ar->{sellprice_total}-$ar->{lastcost_total} : 0;
$ar->{discount} *= 100; # für Ausgabe formatieren, 10% stored as 0.1 in db

# Anfangshauptüberschrift
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if ( $form->{l_headers_mainsort} eq "Y" && ( $idx == 0 or $ar->{ $form->{'mainsort'} } ne $form->{AR}->[$idx - 1]->{ $form->{'mainsort'} } )) {
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my $headerrow;
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# use $emptyname for mainsort header if mainsort is empty
if ( $ar->{$form->{'mainsort'}} ) {
$headerrow->{description}->{data} = $ar->{$form->{'mainsort'}};
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} else {
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$headerrow->{description}->{data} = $locale->text('empty');
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};
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$headerrow->{description}->{class} = "listmainsortheader";
my $headerrow_set = [ $headerrow ];
$report->add_data($headerrow_set);

# add empty row after main header
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# my $emptyheaderrow->{description}->{data} = "";
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# $emptyheaderrow->{description}->{class} = "listmainsortheader";
# my $emptyheaderrow_set = [ $emptyheaderrow ];
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# $report->add_data($emptyheaderrow_set) if $form->{l_headers} eq "Y";
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};

# subsort überschriften
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if ( $idx == 0
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or $ar->{ $form->{'subsort'} } ne $form->{AR}->[$idx - 1]->{ $form->{'subsort'} }
or $ar->{ $form->{'mainsort'} } ne $form->{AR}->[$idx - 1]->{ $form->{'mainsort'} }
) {
my $headerrow;
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# if subsort name is defined, use that name in header, otherwise use $emptyname
if ( $ar->{$form->{'subsort'}} ) {
$headerrow->{description}->{data} = $ar->{$form->{'subsort'}};
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} else {
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$headerrow->{description}->{data} = $locale->text('empty');
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};
$headerrow->{description}->{class} = "listsubsortheader";
my $headerrow_set = [ $headerrow ];
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# special case: subsort headers only makes (aesthetical) sense if we show individual parts
$report->add_data($headerrow_set) if $form->{l_headers_subsort} eq "Y" and $form->{l_parts};
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};

map { $subtotals1{$_} += $ar->{$_};
$subtotals2{$_} += $ar->{$_};
} @subtotal_columns;
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map { $totals{$_} += $ar->{$_} } @total_columns;
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if ( $subtotals1{qty} != 0 ) {
# calculate averages for subtotals1 and subtotals2
# credited positions reduce both total and qty and thus don't influence average prices
$subtotals1{sellprice} = $subtotals1{sellprice_total} / $subtotals1{qty};
$subtotals1{lastcost} = $subtotals1{lastcost_total} / $subtotals1{qty};
} else {
# qty is zero, so we have a special case where each position in subtotal
# group has a corresponding credit note so that the total qty is zero in
# this case we also want the total amounts to be zero, so overwrite them,
# rather than leaving the last value in sellprice/lastcost

$subtotals1{sellprice} = 0;
$subtotals1{lastcost} = 0;
};

if ( $subtotals2{qty} != 0 ) {
$subtotals2{sellprice} = $subtotals2{sellprice_total} / $subtotals2{qty};
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$subtotals2{lastcost} = $subtotals2{lastcost_total} / $subtotals2{qty};
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} else {
$subtotals2{sellprice} = 0;
$subtotals2{lastcost} = 0;
};
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# Ertrag prozentual in den Summen: (summe VK - summe Ertrag) / summe VK
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$subtotals1{marge_percent} = $subtotals1{sellprice_total} ? (($subtotals1{sellprice_total} - $subtotals1{lastcost_total}) / $subtotals1{sellprice_total}) * 100 : 0;
$subtotals2{marge_percent} = $subtotals2{sellprice_total} ? (($subtotals2{sellprice_total} - $subtotals2{lastcost_total}) / $subtotals2{sellprice_total}) *100 : 0;
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# Ertrag prozentual: (Summe VK betrag - Summe EK betrag) / Summe VK betrag
# wird laufend bei jeder Position neu berechnet
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$totals{marge_percent} = $totals{sellprice_total} ? ( ($totals{sellprice_total} - $totals{lastcost_total}) / $totals{sellprice_total} ) * 100 : 0;
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#passt die qty an die gewählte Einheit an
#qty wurde bisher noch für andere Berechnungen benötigt und daher erst am Schluss überschrieben
$ar->{qty} *= $basefactor;

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map { $ar->{$_} = $form->format_amount(\%myconfig, $ar->{$_}, 2) } qw(marge_total marge_percent);
map { $ar->{$_} = $form->format_amount(\%myconfig, $ar->{$_}, $form->{"decimalplaces"} )} qw(lastcost sellprice sellprice_total lastcost_total);

my $row = { };

foreach my $column (@columns) {
$row->{$column} = {
'data' => $ar->{$column},
'align' => $column_alignment{$column},
};
}
a873249c Moritz Bunkus
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$row->{description}->{class} = 'listsortdescription';

$row->{invnumber}->{link} = build_std_url("script=is.pl", 'action=edit')
. "&id=" . E($ar->{id}) . "&callback=${callback}";

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# Einzelzeilen nur zeigen wenn l_parts gesetzt ist, nützlich, wenn man nur
# Subtotals und Totals sehen möchte
my $row_set = $form->{l_parts} ? [ $row ] : [ ];
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# hier wird bei l_subtotal nicht differenziert zwischen mainsort und subsort
# macht man l_subtotal_mainsort aus wird l_subtotal_subsort auch nicht ausgeführt
if (($form->{l_subtotal_mainsort} eq 'Y')
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&& (($idx == (scalar @{ $form->{AR} } - 1)) # last element always has a subtotal
|| ($ar->{ $form->{'subsort'} } ne $form->{AR}->[$idx + 1]->{ $form->{'subsort'} })
|| ($ar->{ $form->{'mainsort'} } ne $form->{AR}->[$idx + 1]->{ $form->{'mainsort'} })
)) { # if value that is sorted by changes, print subtotal
a873249c Moritz Bunkus
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if ($form->{l_subtotal_subsort} eq 'Y') {
push @{ $row_set }, create_subtotal_row_invoice(\%subtotals2, \@columns, \%column_alignment, \@subtotal_columns, 'listsubsortsubtotal', $ar->{ $form->{'subsort'} }) ;
push @{ $row_set }, insert_empty_row() if $form->{l_parts} and $addemptylines;
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};
}

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# if last mainsort is reached or mainsort has changed, add mainsort subtotal and empty row
if (($form->{l_subtotal_mainsort} eq 'Y')
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&& (($idx == (scalar @{ $form->{AR} } - 1)) # last element always has a subtotal
|| ($ar->{ $form->{'mainsort'} } ne $form->{AR}->[$idx + 1]->{ $form->{'mainsort'} })
)) { # if value that is sorted by changes, print subtotal
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if ($form->{l_subtotal_mainsort} eq 'Y' and $form->{mainsort} ne $form->{subsort} ) {
# subtotal is overriden if mainsort and subsort are equal, don't print
# subtotal line even if it is selected
push @{ $row_set }, create_subtotal_row_invoice(\%subtotals1, \@columns, \%column_alignment, \@subtotal_columns, 'listmainsortsubtotal', $ar->{$form->{mainsort}});
push @{ $row_set }, insert_empty_row() if $addemptylines; # insert empty row after mainsort
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};
}
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$report->add_data($row_set);

$idx++;
}
if ( $form->{l_total} eq "Y" ) {
$report->add_separator();
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$report->add_data(create_subtotal_row_invoice(\%totals, \@columns, \%column_alignment, \@total_columns, 'listtotal', 'l_total'))
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};

$report->generate_with_headers();
$main::lxdebug->leave_sub();
}


sub insert_empty_row {
my $dummyrow;
$dummyrow->{description}->{data} = "";
my $dummyrowset = [ $dummyrow ];
return $dummyrow;
};



sub create_subtotal_row_invoice {
$main::lxdebug->enter_sub();

my ($totals, $columns, $column_alignment, $subtotal_columns, $class, $name) = @_;

my $form = $main::form;
my %myconfig = %main::myconfig;
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my $locale = $main::locale;
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my $row = { map { $_ => { 'data' => '', 'class' => $class, 'align' => $column_alignment->{$_}, } } @{ $columns } };
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# set name as "empty" if no value is given, except if we are dealing with the
# absolute total, then just write "Total sum"
# here we assume that no name will be called 'l_total'
$name = $locale->text('empty') unless $name;
if ( $name eq 'l_total' ) {
$row->{description}->{data} = $locale->text('Total sum');
} else {
$row->{description}->{data} = $locale->text('Total') . ' ' . $name;
};
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map { $row->{$_}->{data} = $form->format_amount(\%myconfig, $totals->{$_}, 2) } qw(marge_total marge_percent);
map { $row->{$_}->{data} = $form->format_amount(\%myconfig, $totals->{$_}, 0) } qw(qty);
map { $row->{$_}->{data} = $form->format_amount(\%myconfig, $totals->{$_}, $form->{decimalplaces}) } qw(lastcost sellprice sellprice_total lastcost_total);


map { $totals->{$_} = 0 } @{ $subtotal_columns };

$main::lxdebug->leave_sub();

return $row;
}

1;