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kivitendo/SL/Controller/FinancialOverview.pm @ fde528b6

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package SL::Controller::FinancialOverview;

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

use List::MoreUtils qw(none);

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use SL::DB::Employee;
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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 (
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scalar => [ qw(report number_columns year current_year types objects data subtotals_per_quarter salesman_id) ],
'scalar --get_set_init' => [ qw(employees) ],
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);

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

sub action_list {
my ($self) = @_;

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$self->$_($::form->{$_}) for qw(subtotals_per_quarter salesman_id);
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$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);
$self->report->set_column_order(@columns);
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$self->report->set_export_options(qw(list year subtotals_per_quarter salesman_id));
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$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);

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my @f_date = (transdate => { ge => $start }, transdate => { le => $end });
my @f_salesman = $self->salesman_id ? (salesman_id => $self->salesman_id) : ();
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$self->objects({
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sales_quotations => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_quotation') ]]),
sales_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('sales_order') ]]),
requests_for_quotation => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('request_quotation') ]]),
purchase_orders => SL::DB::Manager::Order->get_all( where => [ and => [ @f_date, @f_salesman, SL::DB::Manager::Order->type_filter('purchase_order') ]]),
sales_invoices => SL::DB::Manager::Invoice->get_all( where => [ and => [ @f_date, @f_salesman, ]]),
purchase_invoices => SL::DB::Manager::PurchaseInvoice->get_all(where => [ and => \@f_date ]),
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});
}

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 $month (1..12) {
my %data = (
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map({ ($_ => { data => $self->data->{$_}->[$month - 1] }) } @non_type_columns),
map({ ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{months}->[$month - 1], 2) }) } @type_columns ),
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);

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

if ($self->subtotals_per_quarter && (($month % 3) == 0)) {
my %subtotal = (
year => { data => $self->year },
month => { data => $::locale->text('Total') },
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map { ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{quarters}->[int(($month - 1) / 3)], 2) }) } @type_columns,
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);

$subtotal{$_}->{class} = 'listsubtotal' for @visible_columns;

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

my %data = (
year => { data => $self->year },
quarter => { data => $::locale->text('Total') },
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map { ($_ => { data => $::form->format_amount(\%::myconfig, $self->data->{$_}->{year}, 2) }) } @type_columns,
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);

$data{$_}->{class} = 'listtotal' for @visible_columns;

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

return $self->report->generate_with_headers;
}

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sub init_employees { SL::DB::Manager::Employee->get_all_sorted }

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1;