kivitendo/SL/DB/Invoice.pm @ c75d178e
| 82515b2d | Sven Schöling | # This file has been auto-generated only because it didn't exist.
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# Feel free to modify it at will; it will not be overwritten automatically.
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package SL::DB::Invoice;
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use strict;
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| 73df5fb5 | Moritz Bunkus | use Carp;
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| 82515b2d | Sven Schöling | use List::Util qw(first);
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use SL::DB::MetaSetup::Invoice;
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use SL::DB::Manager::Invoice;
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| c692dae1 | Moritz Bunkus | use SL::DB::Helper::FlattenToForm;
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| e9fb6244 | Moritz Bunkus | use SL::DB::Helper::LinkedRecords;
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use SL::DB::Helper::PriceTaxCalculator;
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| 2209370e | Moritz Bunkus | use SL::DB::Helper::PriceUpdater;
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| b9dbc9e3 | Moritz Bunkus | use SL::DB::Helper::TransNumberGenerator;
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| 373cec3f | Moritz Bunkus | use SL::DB::AccTransaction;
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| ed3be965 | Moritz Bunkus | use SL::DB::Chart;
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| 73df5fb5 | Moritz Bunkus | use SL::DB::Employee;
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| 82515b2d | Sven Schöling | |||
__PACKAGE__->meta->add_relationship(
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invoiceitems => {
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type => 'one to many',
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class => 'SL::DB::InvoiceItem',
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column_map => { id => 'trans_id' },
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manager_args => {
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| 0845c4b7 | Moritz Bunkus | with_objects => [ 'part' ]
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| 82515b2d | Sven Schöling | }
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},
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);
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__PACKAGE__->meta->initialize;
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# methods
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| 0845c4b7 | Moritz Bunkus | sub items { goto &invoiceitems; }
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| 4ac74078 | Moritz Bunkus | |||
| a93f1e39 | Moritz Bunkus | sub is_sales {
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# For compatibility with Order, DeliveryOrder
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croak 'not an accessor' if @_ > 1;
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return 1;
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}
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| 82515b2d | Sven Schöling | # it is assumed, that ordnumbers are unique here.
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sub first_order_by_ordnumber {
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my $self = shift;
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my $orders = SL::DB::Manager::Order->get_all(
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query => [
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ordnumber => $self->ordnumber,
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],
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);
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return first { $_->is_type('sales_order') } @{ $orders };
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}
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sub abschlag_percentage {
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my $self = shift;
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my $order = $self->first_order_by_ordnumber or return;
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my $order_amount = $order->netamount or return;
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return $self->abschlag
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? $self->netamount / $order_amount
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: undef;
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}
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sub taxamount {
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my $self = shift;
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die 'not a setter method' if @_;
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| 55049b81 | Sven Schöling | return ($self->amount || 0) - ($self->netamount || 0);
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| 82515b2d | Sven Schöling | }
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| 78034f24 | Sven Schöling | __PACKAGE__->meta->make_attr_helpers(taxamount => 'numeric(15,5)');
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| dce860e3 | Moritz Bunkus | sub closed {
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my ($self) = @_;
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return $self->paid >= $self->amount;
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}
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| 73df5fb5 | Moritz Bunkus | sub new_from {
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my ($class, $source, %params) = @_;
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croak("Unsupported source object type '" . ref($source) . "'") unless ref($source) =~ m/^ SL::DB:: (?: Order | DeliveryOrder ) $/x;
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croak("Cannot create invoices for purchase records") unless $source->customer_id;
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my $terms = $source->can('payment_id') && $source->payment_id ? $source->payment_term->terms_netto : 0;
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my %args = ( map({ ( $_ => $source->$_ ) } qw(customer_id taxincluded shippingpoint shipvia notes intnotes curr salesman_id cusordnumber ordnumber quonumber
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department_id cp_id language_id payment_id delivery_customer_id delivery_vendor_id taxzone_id shipto_id
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globalproject_id transaction_description)),
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transdate => DateTime->today_local,
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gldate => DateTime->today_local,
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duedate => DateTime->today_local->add(days => $terms * 1),
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invoice => 1,
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type => 'invoice',
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storno => 0,
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| 22150c52 | Moritz Bunkus | paid => 0,
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| 73df5fb5 | Moritz Bunkus | employee_id => (SL::DB::Manager::Employee->current || SL::DB::Employee->new(id => $source->employee_id))->id,
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);
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if ($source->type =~ /_order$/) {
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$args{deliverydate} = $source->reqdate;
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$args{orddate} = $source->transdate;
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} else {
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$args{quodate} = $source->transdate;
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}
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my $invoice = $class->new(%args, %params);
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my @items = map {
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my $source_item = $_;
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SL::DB::InvoiceItem->new(map({ ( $_ => $source_item->$_ ) }
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qw(parts_id description qty sellprice discount project_id
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serialnumber pricegroup_id ordnumber transdate cusordnumber unit
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base_qty subtotal longdescription lastcost price_factor_id)),
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| 22150c52 | Moritz Bunkus | deliverydate => $source_item->reqdate,
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fxsellprice => $source_item->sellprice,);
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| 73df5fb5 | Moritz Bunkus | } @{ $source->items };
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$invoice->invoiceitems(\@items);
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return $invoice;
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}
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| dce860e3 | Moritz Bunkus | sub post {
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my ($self, %params) = @_;
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| ed3be965 | Moritz Bunkus | if (!$params{ar_id}) {
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my $chart = SL::DB::Manager::Chart->get_all(query => [ SL::DB::Manager::Chart->link_filter('AR') ],
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sort_by => 'id ASC',
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limit => 1)->[0];
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croak("No AR chart found and no parameter `ar_id' given") unless $chart;
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$params{ar_id} = $chart->id;
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}
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| dd04aff2 | Moritz Bunkus | |||
| 22150c52 | Moritz Bunkus | my $worker = sub {
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| dce860e3 | Moritz Bunkus | my %data = $self->calculate_prices_and_taxes;
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$self->_post_create_assemblyitem_entries($data{assembly_items});
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| 22150c52 | Moritz Bunkus | $self->create_trans_number;
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| dce860e3 | Moritz Bunkus | $self->save;
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$self->_post_add_acctrans($data{amounts_cogs});
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$self->_post_add_acctrans($data{amounts});
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$self->_post_add_acctrans($data{taxes});
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| dd04aff2 | Moritz Bunkus | $self->_post_add_acctrans({ $params{ar_id} => $self->amount * -1 });
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| dce860e3 | Moritz Bunkus | $self->_post_update_allocated($data{allocated});
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| 22150c52 | Moritz Bunkus | };
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if ($self->db->in_transaction) {
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$worker->();
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} elsif (!$self->db->do_transaction($worker)) {
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| 0e25aa33 | Moritz Bunkus | $::lxdebug->message(LXDebug->WARN(), "convert_to_invoice failed: " . join("\n", (split(/\n/, $self->db->error))[0..2]));
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| 22150c52 | Moritz Bunkus | return undef;
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}
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| dce860e3 | Moritz Bunkus | |||
| 22150c52 | Moritz Bunkus | return $self;
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| dce860e3 | Moritz Bunkus | }
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sub _post_add_acctrans {
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my ($self, $entries) = @_;
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while (my ($chart_id, $spec) = each %{ $entries }) {
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| 361d8846 | Sven Schöling | $spec = { taxkey => 0, amount => $spec } unless ref $spec;
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| 373cec3f | Moritz Bunkus | SL::DB::AccTransaction->new(trans_id => $self->id,
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chart_id => $chart_id,
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amount => $spec->{amount},
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taxkey => $spec->{taxkey},
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project_id => $self->globalproject_id,
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transdate => $self->transdate)->save;
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| dce860e3 | Moritz Bunkus | }
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}
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sub _post_create_assemblyitem_entries {
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my ($self, $assembly_entries) = @_;
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my $items = $self->invoiceitems;
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my @new_items;
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my $item_idx = 0;
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foreach my $item (@{ $items }) {
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next if $item->assemblyitem;
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push @new_items, $item;
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$item_idx++;
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foreach my $assembly_item (@{ $assembly_entries->[$item_idx] || [ ] }) {
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push @new_items, SL::DB::InvoiceItem->new(parts_id => $assembly_item->{part},
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description => $assembly_item->{part}->description,
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unit => $assembly_item->{part}->unit,
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qty => $assembly_item->{qty},
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allocated => $assembly_item->{allocated},
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sellprice => 0,
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fxsellprice => 0,
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assemblyitem => 't');
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}
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}
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$self->invoiceitems(\@new_items);
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}
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sub _post_update_allocated {
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my ($self, $allocated) = @_;
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while (my ($invoice_id, $diff) = each %{ $allocated }) {
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| 22150c52 | Moritz Bunkus | SL::DB::Manager::InvoiceItem->update_all(set => { allocated => { sql => "allocated + $diff" } },
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| dce860e3 | Moritz Bunkus | where => [ id => $invoice_id ]);
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}
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}
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| 2746ccd0 | Sven Schöling | sub invoice_type {
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my ($self) = @_;
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return 'ar_transaction' if !$self->invoice;
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return 'credit_note' if $self->type eq 'credit_note' && $self->amount < 0 && !$self->storno;
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return 'invoice_storno' if $self->type ne 'credit_note' && $self->amount < 0 && $self->storno;
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return 'credit_note_storno' if $self->type eq 'credit_note' && $self->amount > 0 && $self->storno;
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return 'invoice';
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}
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sub displayable_state {
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my $self = shift;
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return $self->closed ? $::locale->text('closed') : $::locale->text('open');
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}
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| 82515b2d | Sven Schöling | 1;
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| 6834acd9 | Moritz Bunkus | |||
__END__
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=pod
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=head1 NAME
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SL::DB::Invoice: Rose model for invoices (table "ar")
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=head1 FUNCTIONS
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=over 4
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=item C<new_from $source>
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Creates a new C<SL::DB::Invoice> instance and copies as much
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information from C<$source> as possible. At the moment only sales
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orders and sales quotations are supported as sources.
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The conversion copies order items into invoice items. Dates are copied
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as appropriate, e.g. the C<transdate> field from an order will be
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copied into the invoice's C<orddate> field.
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Amounts, prices and taxes are not
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calculated. L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>
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can be used for this.
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The object returned is not saved.
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=item C<post %params>
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Posts the invoice. Required parameters are:
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=over 2
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=item * C<ar_id>
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The ID of the accounds receivable chart the invoices amounts are
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| ed3be965 | Moritz Bunkus | posted to. If it is not set then the first chart configured for
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accounts receivables is used.
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| 6834acd9 | Moritz Bunkus | |||
=back
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This function implements several steps:
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=over 2
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=item 1. It calculates all prices, amounts and taxes by calling
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L<SL::DB::Helper::PriceTaxCalculator::calculate_prices_and_taxes>.
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=item 2. A new and unique invoice number is created.
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=item 3. All amounts for costs of goods sold are recorded in
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C<acc_trans>.
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=item 4. All amounts for parts, services and assemblies are recorded
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in C<acc_trans> with their respective charts. This is determined by
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the part's buchungsgruppen.
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=item 5. The total amount is posted to the accounts receivable chart
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and recorded in C<acc_trans>.
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=item 6. Items in C<invoice> are updated according to their allocation
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status (regarding for costs of goold sold). Will only be done if
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| 4bacfb02 | Moritz Bunkus | kivitendo is not configured to use Einnahmenüberschussrechnungen.
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| 6834acd9 | Moritz Bunkus | |||
=item 7. The invoice and its items are saved.
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=back
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| 78600d89 | Moritz Bunkus | Returns C<$self> on success and C<undef> on failure. The whole process
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is run inside a transaction. If it fails then nothing is saved to or
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changed in the database. A new transaction is only started if none is
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active.
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| 6834acd9 | Moritz Bunkus | |||
=item C<basic_info $field>
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See L<SL::DB::Object::basic_info>.
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=back
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=head1 AUTHOR
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Moritz Bunkus E<lt>m.bunkus@linet-services.deE<gt>
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=cut
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