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package SL::DB::Chart;
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use strict;
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use SL::DB::MetaSetup::Chart;
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use SL::DB::Manager::Chart;
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use SL::DBUtils;
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use Rose::DB::Object::Helpers qw(as_tree);
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use SL::DB::Helper::AccountingPeriod qw(get_balance_starting_date);
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use SL::Locale::String qw(t8);
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__PACKAGE__->meta->add_relationships(taxkeys => { type => 'one to many',
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class => 'SL::DB::TaxKey',
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column_map => { id => 'chart_id' },
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},
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);
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__PACKAGE__->meta->initialize;
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sub get_active_taxkey {
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my ($self, $date) = @_;
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$date ||= DateTime->today_local;
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my $cache = $::request->cache("get_active_taxkey")->{$date} //= {};
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return $cache->{$self->id} if $cache->{$self->id};
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require SL::DB::TaxKey;
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return $cache->{$self->id} = SL::DB::Manager::TaxKey->get_all(
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query => [ and => [ chart_id => $self->id,
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startdate => { le => $date } ] ],
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sort_by => "startdate DESC")->[0];
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}
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sub get_active_taxrate {
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my ($self, $date) = @_;
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$date ||= DateTime->today_local;
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require SL::DB::Tax;
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my $tax = SL::DB::Manager::Tax->find_by( id => $self->get_active_taxkey->tax_id );
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return $tax->rate;
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}
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sub get_balance {
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my ($self, %params) = @_;
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return undef unless $self->id;
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# return empty string if user doesn't have rights
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return "" unless ($main::auth->assert('general_ledger', 1));
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my $query = qq|SELECT SUM(amount) AS sum FROM acc_trans WHERE chart_id = ? AND transdate >= ? and transdate <= ?|;
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my $fromdate = $params{fromdate} || $::locale->parse_date_to_object($self->get_balance_starting_date);
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my $todate = $params{todate} || DateTime->today_local;
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die "get_balance: fromdate and todate arguments must be DateTime Objects" unless ref($fromdate) eq 'DateTime' and ref($todate) eq 'DateTime';
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my ($balance) = selectfirst_array_query($::form, $self->db->dbh, $query, $self->id, $fromdate, $todate);
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return $balance;
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};
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sub formatted_balance_dc {
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my ($self, %params) = @_;
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# return empty string if user doesn't have rights
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return "" unless ($main::auth->assert('general_ledger', 1));
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# return empty string if chart has never been booked
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return "" unless $self->has_transaction;
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# return abs of current balance with the abbreviation for debit or credit behind it
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my $balance = $self->get_balance(%params) || 0;
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my $dc_abbreviation = $balance > 0 ? t8("Credit (one letter abbreviation)") : t8("Debit (one letter abbreviation)");
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my $amount = $::form->format_amount(\%::myconfig, abs($balance), 2);
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return "$amount $dc_abbreviation";
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};
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sub number_of_transactions {
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my ($self) = @_;
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require SL::DB::AccTransaction;
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return SL::DB::Manager::AccTransaction->get_all_count( where => [ chart_id => $self->id ] );
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};
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sub has_transaction {
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my ($self) = @_;
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$self->db->dbh->selectrow_array('select exists(select 1 from acc_trans where chart_id = ?)', {}, $self->id);
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}
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sub new_chart_valid {
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my ($self) = @_;
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if ( $self->valid_from && DateTime->today >= $self->valid_from ) {
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return 1;
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} else {
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return 0;
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};
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}
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sub displayable_name {
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my ($self) = @_;
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return join ' ', grep $_, $self->accno, $self->description;
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}
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sub displayable_category {
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my ($self) = @_;
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return t8("Account Category E") if $self->category eq "E";
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return t8("Account Category I") if $self->category eq "I";
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return t8("Account Category A") if $self->category eq "A";
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return t8("Account Category L") if $self->category eq "L";
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return t8("Account Category Q") if $self->category eq "Q";
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return t8("Account Category C") if $self->category eq "C";
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return '';
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}
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sub date_of_last_transaction {
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my ($self) = @_;
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die unless $self->id;
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return '' unless $self->has_transaction;
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my ($transdate) = $self->db->dbh->selectrow_array('select max(transdate) from acc_trans where chart_id = ?', {}, $self->id);
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return DateTime->from_lxoffice($transdate);
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}
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1;
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__END__
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=pod
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=encoding utf8
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=head1 NAME
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SL::DB::Chart - Rose database model for the "chart" table
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=head1 FUNCTIONS
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=over 4
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=item C<get_active_taxkey $date>
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Returns the active tax key object for a given date. C<$date> defaults
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to the current date if undefined.
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=item C<get_active_taxrate $date>
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Returns the tax rate of the active tax key as determined by
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C<get_active_taxkey>.
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=item C<get_balance %PARAMS>
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Returns the current balance of the chart (sum of amount in acc_trans, positive
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or negative). The transactions are filtered by transdate, the maximum date is
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the current day, the minimum date is determined by get_balance_starting_date.
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The balance should be same as that in the balance report for that chart, with
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the asofdate as the current day, and the accounting_method "accrual".
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If DateTime objects are passed via the params fromdate and todate, the balance
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is calculated only for that period.
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=item C<formatted_balance_dc %PARAMS>
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Returns a formatted version of C<get_balance>, taking the absolute value and
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adding the translated abbreviation for debit or credit after the number.
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Any params are passed on to C<get_balance>.
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=item C<number_of_transactions>
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Returns number of transactions that exist for this chart in acc_trans.
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=item C<has_transaction>
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Returns 1 or 0, depending whether the chart has a transaction in the database
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or not.
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=item C<date_of_last_transaction>
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Returns the date of the last transaction of the chart in the database, which
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may lie in the future.
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=item C<new_chart_valid>
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Checks whether a follow-up chart is configured, and returns 1 or 0 depending on
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whether the valid_from date is before or after the current date.
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Is this even used anywhere?
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=back
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=head1 BUGS
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Nothing here yet.
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=head1 AUTHOR
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Moritz Bunkus E<lt>m.bunkus@linet-services.deE<gt>
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G. Richardson E<lt>information@kivitendo-premium.deE<gt>
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=cut
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