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package SL::Controller::CustomerVendorTurnover;
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use strict;
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use parent qw(SL::Controller::Base);
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use SL::DBUtils;
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use SL::DB::AccTransaction;
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use SL::DB::Invoice;
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use SL::DB::Order;
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use SL::DB::EmailJournal;
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use SL::DB::Letter;
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use SL::DB;
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use SL::JSON qw(to_json);
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__PACKAGE__->run_before('check_auth');
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sub action_list_turnover {
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my ($self) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $cv = $::form->{id};
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my $open_invoices;
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if ( $::form->{db} eq 'customer' ) {
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$open_invoices = SL::DB::Manager::Invoice->get_all(
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query => [
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customer_id => $cv,
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or => [
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amount => { gt => \'paid'},
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amount => { lt => \'paid'},
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],
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],
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sort_by => 'transdate DESC',
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with_objects => [ 'dunnings' ],
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);
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} else {
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$open_invoices = SL::DB::Manager::PurchaseInvoice->get_all(
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query => [
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vendor_id => $cv,
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or => [
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amount => { gt => \'paid'},
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amount => { lt => \'paid'},
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],
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],
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sort_by => 'transdate DESC',
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);
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}
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my $open_items;
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if (@{$open_invoices}) {
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$open_items = $self->_list_open_items($open_invoices);
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}
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my $open_orders = $self->_get_open_orders;
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return $self->render('customer_vendor_turnover/turnover', { header => 0 },
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open_orders => $open_orders,
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open_items => $open_items,
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id => $cv,
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);
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}
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sub _list_open_items {
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my ($self, $open_items) = @_;
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return $self->render('customer_vendor_turnover/_list_open_items', { output => 0 },
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OPEN_ITEMS => $open_items,
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title => $::locale->text('Open Items'),
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);
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}
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sub action_count_open_items_by_year {
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my ($self) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $dbh = SL::DB->client->dbh;
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my $cv = $::form->{id};
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my $query = <<SQL;
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SELECT EXTRACT (YEAR FROM d.transdate),
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count(d.id),
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max(d.dunning_level)
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FROM dunning d
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LEFT JOIN ar a ON a.id = d.trans_id
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LEFT JOIN customer c ON a.customer_id = c.id
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WHERE c.id = ?
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GROUP BY EXTRACT (YEAR FROM d.transdate), c.id
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ORDER BY date_part DESC
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SQL
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$self->{dun_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
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$self->render('customer_vendor_turnover/count_open_items_by_year', { layout => 0 });
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}
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sub action_count_open_items_by_month {
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my ($self) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $dbh = SL::DB->client->dbh;
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my $cv = $::form->{id};
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my $query = <<SQL;
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SELECT CONCAT(EXTRACT (MONTH FROM d.transdate),'/',EXTRACT (YEAR FROM d.transdate)) AS date_part,
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count(d.id),
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max(d.dunning_level)
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FROM dunning d
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LEFT JOIN ar a ON a.id = d.trans_id
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LEFT JOIN customer c ON a.customer_id = c.id
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WHERE c.id = ?
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GROUP BY EXTRACT (YEAR FROM d.transdate), EXTRACT (MONTH FROM d.transdate), c.id
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ORDER BY EXTRACT (YEAR FROM d.transdate) DESC
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SQL
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$self->{dun_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
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$self->render('customer_vendor_turnover/count_open_items_by_year', { layout => 0 });
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}
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sub action_turnover {
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my ($self) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $sort_dir = 'DESC';
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my $fill_holes = 0;
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if ($::request->type eq 'json') {
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$sort_dir = 'ASC';
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$fill_holes = 1;
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}
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my $dbh = SL::DB->client->dbh;
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my $cv = $::form->{id};
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my ($db, $cv_type);
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if ($::form->{db} eq 'customer') {
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$db = "ar";
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$cv_type = "customer_id";
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} else {
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$db = "ap";
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$cv_type = "vendor_id";
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}
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my ($date_part_select, $group_by, $order_by);
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if ('month' eq $::form->{mode}) {
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$date_part_select = "CONCAT(EXTRACT (MONTH FROM transdate),'/',EXTRACT (YEAR FROM transdate))";
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$group_by = "EXTRACT (YEAR FROM transdate), EXTRACT (MONTH FROM transdate)";
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$order_by = "EXTRACT (YEAR FROM transdate) $sort_dir, EXTRACT (MONTH FROM transdate) $sort_dir";
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} else {
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$date_part_select = "EXTRACT (YEAR FROM transdate)";
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$group_by = "EXTRACT (YEAR FROM transdate)";
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$order_by = "EXTRACT (YEAR FROM transdate) $sort_dir";
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}
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my $query = <<SQL;
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SELECT $date_part_select as date_part,
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count(id) as count,
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sum(amount) as amount,
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sum(netamount) as netamount,
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sum(paid) as paid
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FROM $db WHERE $cv_type = ?
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GROUP BY $group_by
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ORDER BY $order_by
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SQL
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$self->{turnover_statistic} = selectall_hashref_query($::form, $dbh, $query, $cv);
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if ('month' eq $::form->{mode} && $fill_holes && @{$self->{turnover_statistic}} > 1) {
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my $date_part_to_months = sub { my ($m, $y) = $_[0] =~ m{^(\d{1,2})/(\d{1,4})$}; return $m + 12*$y; };
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my $months_to_date_part = sub { my $y = int($_[0]/12); my $m = $_[0] - 12*$y; $m ||= 12; return "$m/$y"; };
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my $start_month = $date_part_to_months->($self->{turnover_statistic}[ 0]->{date_part});
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my $end_month = $date_part_to_months->($self->{turnover_statistic}[-1]->{date_part});
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my $step = ($start_month > $end_month) ? -1 : 1;
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my $next_month = $start_month;
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my @new_stats = ();
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foreach my $stat (@{$self->{turnover_statistic}}) {
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while ($date_part_to_months->($stat->{date_part}) != $next_month) {
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push @new_stats, {date_part => $months_to_date_part->($next_month)};
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$next_month += $step;
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}
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push @new_stats, $stat;
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$next_month += $step;
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}
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$self->{turnover_statistic} = \@new_stats;
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}
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if ('month' ne $::form->{mode} && $fill_holes && @{$self->{turnover_statistic}} > 1) {
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my $start = $self->{turnover_statistic}[ 0]->{date_part};
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my $end = $self->{turnover_statistic}[-1]->{date_part};
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my $step = ($start > $end) ? -1 : 1;
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my $next_date_part = $start;
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my @new_stats = ();
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foreach my $stat (@{$self->{turnover_statistic}}) {
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while ($stat->{date_part} != $next_date_part) {
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push @new_stats, {date_part => $next_date_part};
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$next_date_part += $step;
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}
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push @new_stats, $stat;
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$next_date_part += $step;
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}
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$self->{turnover_statistic} = \@new_stats;
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}
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if ($::request->type eq 'json') {
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$self->render(\ SL::JSON::to_json($self->{turnover_statistic}), { layout => 0, type => 'json', process => 0 });
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} else {
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$self->render('customer_vendor_turnover/count_turnover', { layout => 0 });
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}
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}
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sub action_get_invoices {
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my ($self) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $cv = $::form->{id};
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my $invoices;
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if ( $::form->{db} eq 'customer' ) {
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$invoices = SL::DB::Manager::Invoice->get_all(
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query => [ customer_id => $cv, ],
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sort_by => 'transdate DESC',
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);
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} else {
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$invoices = SL::DB::Manager::PurchaseInvoice->get_all(
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query => [ vendor_id => $cv, ],
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sort_by => 'transdate DESC',
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);
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}
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$self->render('customer_vendor_turnover/invoices_statistic', { layout => 0 }, invoices => $invoices);
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}
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sub action_get_orders {
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my ($self) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $cv = $::form->{id};
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my $orders;
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my $type = $::form->{type};
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if ( $::form->{db} eq 'customer' ) {
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$orders = SL::DB::Manager::Order->get_all(
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query => [
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customer_id => $cv,
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quotation => ($type eq 'quotation' ? 'T' : 'F')
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],
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sort_by => 'transdate DESC',
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);
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} else {
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$orders = SL::DB::Manager::Order->get_all(
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query => [
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vendor_id => $cv,
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quotation => ($type eq 'quotation' ? 'T' : 'F')
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],
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sort_by => 'transdate DESC',
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);
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}
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if ( $type eq 'order') {
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$self->render('customer_vendor_turnover/order_statistic', { layout => 0 }, orders => $orders);
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} else {
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$self->render('customer_vendor_turnover/quotation_statistic', { layout => 0 }, orders => $orders);
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}
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}
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sub _get_open_orders {
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my ( $self ) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $open_orders;
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my $cv = $::form->{id};
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if ( $::form->{db} eq 'customer' ) {
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$open_orders = SL::DB::Manager::Order->get_all(
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query => [
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customer_id => $cv,
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closed => 'F',
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],
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sort_by => 'transdate DESC',
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);
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} else {
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$open_orders = SL::DB::Manager::Order->get_all(
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query => [
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vendor_id => $cv,
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closed => 'F',
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],
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sort_by => 'transdate DESC',
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);
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}
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return 0 unless scalar @{$open_orders};
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return $self->render('customer_vendor_turnover/_list_open_orders', { output => 0 },
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orders => $open_orders,
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title => $::locale->text('Open Orders'),
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);
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}
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sub action_get_mails {
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my ( $self ) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $dbh = SL::DB->client->dbh;
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my $query;
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my $cv = $::form->{id};
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if ( $::form->{db} eq 'customer') {
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$query = <<SQL;
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WITH
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oe_emails_customer
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AS (SELECT rc.to_id, rc.from_id, oe.quotation, oe.quonumber, oe.ordnumber, c.id
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FROM record_links rc
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LEFT JOIN oe oe ON rc.from_id = oe.id
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LEFT JOIN customer c ON oe.customer_id = c.id
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WHERE rc.to_table = 'email_journal'
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AND rc.from_table ='oe'),
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do_emails_customer
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AS (SELECT rc.to_id, rc.from_id, o.donumber, c.id
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FROM record_links rc
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LEFT JOIN delivery_orders o ON rc.from_id = o.id
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LEFT JOIN customer c ON o.customer_id = c.id
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WHERE rc.to_table = 'email_journal'
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AND rc.from_table = 'delivery_orders'),
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inv_emails_customer
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AS (SELECT rc.to_id, rc.from_id, inv.type, inv.invnumber, c.id
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FROM record_links rc
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LEFT JOIN ar inv ON rc.from_id = inv.id
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LEFT JOIN customer c ON inv.customer_id = c.id
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WHERE rc.to_table = 'email_journal'
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AND rc.from_table = 'ar'),
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letter_emails_customer
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AS (SELECT rc.to_id, rc.from_id, l.letternumber, c.id
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FROM record_links rc
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LEFT JOIN letter l ON rc.from_id = l.id
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LEFT JOIN customer c ON l.customer_id = c.id
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WHERE rc.to_table = 'email_journal'
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AND rc.from_table = 'letter')
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SELECT ej.*,
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CASE
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oec.quotation WHEN 'F' THEN 'Sales Order'
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ELSE 'Quotation'
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END AS type,
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CASE
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oec.quotation WHEN 'F' THEN oec.ordnumber
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ELSE oec.quonumber
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END AS recordnumber,
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oec.id AS record_id
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FROM email_journal ej
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LEFT JOIN oe_emails_customer oec ON ej.id = oec.to_id
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WHERE oec.id = ?
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UNION
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SELECT ej.*, 'Delivery Order' AS type, dec.donumber AS recordnumber,dec.id AS record_id
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FROM email_journal ej
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LEFT JOIN do_emails_customer dec ON ej.id = dec.to_id
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WHERE dec.id = ?
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UNION
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SELECT ej.*,
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CASE
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iec.type WHEN 'credit_note' THEN 'Credit Note'
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WHEN 'invoice' THEN 'Invoice'
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ELSE 'N/A'
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END AS type,
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iec.invnumber AS recordnumber,
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iec.id AS record_id
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FROM email_journal ej
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LEFT JOIN inv_emails_customer iec ON ej.id = iec.to_id
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WHERE iec.id = ?
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UNION
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SELECT ej.*, 'Letter' AS type, lec.letternumber AS recordnumber,lec.id AS record_id
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FROM email_journal ej
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LEFT JOIN letter_emails_customer lec ON ej.id = lec.to_id
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WHERE lec.id = ?
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ORDER BY sent_on DESC
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SQL
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}
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else {
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$query = <<SQL;
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WITH
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oe_emails_vendor
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AS (SELECT rc.to_id, rc.from_id, oe.quotation, oe.quonumber, oe.ordnumber, c.id
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FROM record_links rc
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LEFT JOIN oe oe ON rc.from_id = oe.id
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LEFT JOIN vendor c ON oe.vendor_id = c.id
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WHERE rc.to_table = 'email_journal'
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AND rc.from_table ='oe'),
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do_emails_vendor
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AS (SELECT rc.to_id, rc.from_id, o.donumber, c.id
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FROM record_links rc
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LEFT JOIN delivery_orders o ON rc.from_id = o.id
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LEFT JOIN vendor c ON o.vendor_id = c.id
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WHERE rc.to_table = 'email_journal'
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AND rc.from_table = 'delivery_orders'),
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inv_emails_vendor
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AS (SELECT rc.to_id, rc.from_id, inv.type, inv.invnumber, c.id
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FROM record_links rc
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LEFT JOIN ap inv ON rc.from_id = inv.id
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LEFT JOIN vendor c ON inv.vendor_id = c.id
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WHERE rc.to_table = 'email_journal'
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AND rc.from_table = 'ar'),
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letter_emails_vendor
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AS (SELECT rc.to_id, rc.from_id, l.letternumber, c.id
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FROM record_links rc
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LEFT JOIN letter l ON rc.from_id = l.id
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LEFT JOIN vendor c ON l.vendor_id = c.id
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WHERE rc.to_table = 'email_journal'
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AND rc.from_table = 'letter')
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SELECT ej.*,
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CASE
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oec.quotation WHEN 'F' THEN 'Purchase Order'
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ELSE 'Request quotation'
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END AS type,
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CASE
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oec.quotation WHEN 'F' THEN oec.ordnumber
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ELSE oec.quonumber
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END AS recordnumber,
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oec.id AS record_id
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FROM email_journal ej
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LEFT JOIN oe_emails_vendor oec ON ej.id = oec.to_id
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WHERE oec.id = ?
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UNION
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SELECT ej.*, 'Purchase Delivery Order' AS type, dec.donumber AS recordnumber, dec.id AS record_id
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FROM email_journal ej
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LEFT JOIN do_emails_vendor dec ON ej.id = dec.to_id
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WHERE dec.id = ?
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UNION
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SELECT ej.*, iec.type AS type, iec.invnumber AS recordnumber, iec.id AS record_id
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FROM email_journal ej
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LEFT JOIN inv_emails_vendor iec ON ej.id = iec.to_id
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WHERE iec.id = ?
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UNION
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SELECT ej.*, 'Letter' AS type, lec.letternumber AS recordnumber, lec.id AS record_id
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FROM email_journal ej
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LEFT JOIN letter_emails_vendor lec ON ej.id = lec.to_id
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WHERE lec.id = ?
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ORDER BY sent_on DESC
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SQL
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}
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my $emails = selectall_hashref_query($::form, $dbh, $query, $cv, $cv, $cv, $cv);
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$self->render('customer_vendor_turnover/email_statistic', { layout => 0 }, emails => $emails);
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}
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sub action_get_letters {
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my ($self) = @_;
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return $self->render('generic/error', { layout => 0 }, label_error => "list_transactions needs a trans_id") unless $::form->{id};
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my $cv = $::form->{id};
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my $letters;
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my $type = $::form->{type};
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if ( $::form->{db} eq 'customer' ) {
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$letters = SL::DB::Manager::Letter->get_all(
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query => [ customer_id => $cv, ],
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sort_by => 'date DESC',
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);
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} else {
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$letters = SL::DB::Manager::Letter->get_all(
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query => [ vendor_id => $cv, ],
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sort_by => 'date DESC',
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);
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}
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$self->render('customer_vendor_turnover/letter_statistic', { layout => 0 }, letters => $letters);
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}
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sub check_auth {
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$::auth->assert('show_extra_record_tab_customer | show_extra_record_tab_vendor');
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}
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1;
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__END__
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=encoding utf-8
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=head1 NAME
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SL::Controller::CustomerVendorTurnover
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=head1 DESCRIPTION
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Gets all kinds of records like orders, request orders, quotations, invoices, emails, letters
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wich belong to customer/vendor and displays them in an extra tab "Records".
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=head1 URL ACTIONS
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=over 4
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=item C<action_list_turnover>
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Basic action wich displays open invoices and open orders if there are any and shows the tab menu for the other actions
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=item C<action_count_open_items_by_month>
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gets and shows a dunning statistic of the customer by month
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=item C<action_count_open_items_by_year>
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gets and shows a dunning statistic of the customer by year
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=item C<action_turnover>
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gets and shows an invoice statistic of customer/vendor by month
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|
or year depending on $::form->{mode}. If $::form->{mode} eq 'month'
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get statistics by month, otherwise by year.
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=item C<action_get_invoices>
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get and shows all invoices from the customer/vendor in an extra tab
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=item C<action_get_orders>
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get and shows all orders from the customer/vendor in an extra tab
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=item C<action_get_letters>
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get and shows all letters from the customer/vendor in an extra tab
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=item C<action_get_mails>
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get and shows all mails from the customer/vendor in an extra tab
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=back
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=head1 Functions
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=over 4
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=item C<_get_open_orders>
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retrieves the open orders for customer/vendor to display them
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=item C<_list_open_items>
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retrieves open invoices with their dunnings to display them
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=back
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=head1 BUGS
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None yet. :)
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=head1 AUTHOR
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W. Hahn E<lt>wh@futureworldsearch.netE<gt>
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=cut
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