Koha/C4/Budgets.pm
Nick Clemens 83941d2ee1 Bug 23195: Always count shipping costs as 'spent'
As shipping costs are created when an invoice is created, and creation
of an invoice implies that items have been received, the shipment costs
are always assumed to be 'spent'

This logic is true in GetBudgetSpent/GetBudgetOrdered, however, GetBudgetHierarchy
treats open invoices shipping costs as 'ordered' and closed invoice shipping costs
as 'spent'

This leads to inconsistencies in acqui-home vs spent.pl and ordered.pl

To test:
 1 - Find a vendor
 2 - Click 'Receive shipments'
 3 - Create a new invoice with a shipping cost on budget A
 4 - Repeate and create a new invoice with a shipping cost on budget B
 5 - Close the second invoice
 6 - View acquisitions ome
 7 - Note budget A includes the shipping under ordered
 8 - Note budget B includes the shipping under spent
 9 - Click the 'ordered' column on budget A - no shipping is listed on ordered page
10 - Click the spent column on budget A - the shipping is listed here
11 - Apply patch
12 - Both budgets list the shipping as 'spent'
13 - Both 'spent' pages include the shipping
14 - Neither 'ordered' page includes shipping

Signed-off-by: Séverine QUEUNE <severine.queune@bulac.fr>

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2021-04-22 14:50:11 +02:00

1358 lines
41 KiB
Perl

package C4::Budgets;
# Copyright 2000-2002 Katipo Communications
#
# This file is part of Koha.
#
# Koha 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 3 of the License, or
# (at your option) any later version.
#
# Koha 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 Koha; if not, see <http://www.gnu.org/licenses>.
use Modern::Perl;
use C4::Context;
use Koha::Database;
use Koha::Patrons;
use Koha::Acquisition::Invoice::Adjustments;
use C4::Debug;
use C4::Acquisition;
use vars qw(@ISA @EXPORT);
BEGIN {
require Exporter;
@ISA = qw(Exporter);
@EXPORT = qw(
&GetBudget
&GetBudgetByOrderNumber
&GetBudgetByCode
&GetBudgets
&BudgetsByActivity
&GetBudgetsReport
&GetBudgetReport
&GetBudgetHierarchy
&AddBudget
&ModBudget
&DelBudget
&GetBudgetSpent
&GetBudgetOrdered
&GetBudgetName
&GetPeriodsCount
GetBudgetHierarchySpent
GetBudgetHierarchyOrdered
&GetBudgetUsers
&ModBudgetUsers
&CanUserUseBudget
&CanUserModifyBudget
&GetBudgetPeriod
&GetBudgetPeriods
&ModBudgetPeriod
&AddBudgetPeriod
&DelBudgetPeriod
&ModBudgetPlan
&GetBudgetsPlanCell
&AddBudgetPlanValue
&GetBudgetAuthCats
&BudgetHasChildren
&CheckBudgetParent
&CheckBudgetParentPerm
&HideCols
&GetCols
);
}
# ----------------------------BUDGETS.PM-----------------------------";
=head1 FUNCTIONS ABOUT BUDGETS
=cut
sub HideCols {
my ( $authcat, @hide_cols ) = @_;
my $dbh = C4::Context->dbh;
my $sth1 = $dbh->prepare(
qq|
UPDATE aqbudgets_planning SET display = 0
WHERE authcat = ?
AND authvalue = ? |
);
foreach my $authvalue (@hide_cols) {
# $sth1->{TraceLevel} = 3;
$sth1->execute( $authcat, $authvalue );
}
}
sub GetCols {
my ( $authcat, $authvalue ) = @_;
my $dbh = C4::Context->dbh;
my $sth = $dbh->prepare(
qq|
SELECT count(display) as cnt from aqbudgets_planning
WHERE authcat = ?
AND authvalue = ? and display = 0 |
);
# $sth->{TraceLevel} = 3;
$sth->execute( $authcat, $authvalue );
my $res = $sth->fetchrow_hashref;
return $res->{cnt} > 0 ? 0: 1
}
sub CheckBudgetParentPerm {
my ( $budget, $borrower_id ) = @_;
my $depth = $budget->{depth};
my $parent_id = $budget->{budget_parent_id};
while ($depth) {
my $parent = GetBudget($parent_id);
$parent_id = $parent->{budget_parent_id};
if ( $parent->{budget_owner_id} == $borrower_id ) {
return 1;
}
$depth--
}
return 0;
}
sub AddBudgetPeriod {
my ($budgetperiod) = @_;
return unless($budgetperiod->{budget_period_startdate} && $budgetperiod->{budget_period_enddate});
undef $budgetperiod->{budget_period_id};
my $resultset = Koha::Database->new()->schema->resultset('Aqbudgetperiod');
return $resultset->create($budgetperiod)->id;
}
# -------------------------------------------------------------------
sub GetPeriodsCount {
my $dbh = C4::Context->dbh;
my $sth = $dbh->prepare("
SELECT COUNT(*) AS sum FROM aqbudgetperiods ");
$sth->execute();
my $res = $sth->fetchrow_hashref;
return $res->{'sum'};
}
# -------------------------------------------------------------------
sub CheckBudgetParent {
my ( $new_parent, $budget ) = @_;
my $new_parent_id = $new_parent->{'budget_id'};
my $budget_id = $budget->{'budget_id'};
my $dbh = C4::Context->dbh;
my $parent_id_tmp = $new_parent_id;
# check new-parent is not a child (or a child's child ;)
my $sth = $dbh->prepare(qq|
SELECT budget_parent_id FROM
aqbudgets where budget_id = ? | );
while (1) {
$sth->execute($parent_id_tmp);
my $res = $sth->fetchrow_hashref;
if ( $res->{'budget_parent_id'} == $budget_id ) {
return 1;
}
if ( not defined $res->{'budget_parent_id'} ) {
return 0;
}
$parent_id_tmp = $res->{'budget_parent_id'};
}
}
# -------------------------------------------------------------------
sub BudgetHasChildren {
my ( $budget_id ) = @_;
my $dbh = C4::Context->dbh;
my $sth = $dbh->prepare(qq|
SELECT count(*) as sum FROM aqbudgets
WHERE budget_parent_id = ? | );
$sth->execute( $budget_id );
my $sum = $sth->fetchrow_hashref;
return $sum->{'sum'};
}
sub GetBudgetChildren {
my ( $budget_id ) = @_;
my $dbh = C4::Context->dbh;
return $dbh->selectall_arrayref(q|
SELECT * FROM aqbudgets
WHERE budget_parent_id = ?
|, { Slice => {} }, $budget_id );
}
sub SetOwnerToFundHierarchy {
my ( $budget_id, $borrowernumber ) = @_;
my $budget = GetBudget( $budget_id );
$budget->{budget_owner_id} = $borrowernumber;
ModBudget( $budget );
my $children = GetBudgetChildren( $budget_id );
for my $child ( @$children ) {
SetOwnerToFundHierarchy( $child->{budget_id}, $borrowernumber );
}
}
# -------------------------------------------------------------------
sub GetBudgetsPlanCell {
my ( $cell, $period, $budget ) = @_; #FIXME we don't use $period
my ($actual, $sth);
my $dbh = C4::Context->dbh;
my $roundsql = C4::Acquisition::get_rounding_sql(qq|ecost_tax_included|);
if ( $cell->{'authcat'} eq 'MONTHS' ) {
# get the actual amount
# FIXME we should consider quantity
$sth = $dbh->prepare( qq|
SELECT SUM(| . $roundsql . qq|) AS actual FROM aqorders
WHERE budget_id = ? AND
entrydate like "$cell->{'authvalue'}%" |
);
$sth->execute( $cell->{'budget_id'} );
} elsif ( $cell->{'authcat'} eq 'BRANCHES' ) {
# get the actual amount
# FIXME we should consider quantity
$sth = $dbh->prepare( qq|
SELECT SUM(| . $roundsql . qq|) FROM aqorders
LEFT JOIN aqorders_items
ON (aqorders.ordernumber = aqorders_items.ordernumber)
LEFT JOIN items
ON (aqorders_items.itemnumber = items.itemnumber)
WHERE budget_id = ? AND homebranch = ? | );
$sth->execute( $cell->{'budget_id'}, $cell->{'authvalue'} );
} elsif ( $cell->{'authcat'} eq 'ITEMTYPES' ) {
# get the actual amount
$sth = $dbh->prepare( qq|
SELECT SUM( | . $roundsql . qq| * quantity) AS actual
FROM aqorders JOIN biblioitems
ON (biblioitems.biblionumber = aqorders.biblionumber )
WHERE aqorders.budget_id = ? and itemtype = ? |
);
$sth->execute( $cell->{'budget_id'},
$cell->{'authvalue'} );
}
# ELSE GENERIC ORDERS SORT1/SORT2 STAT COUNT.
else {
# get the actual amount
$sth = $dbh->prepare( qq|
SELECT SUM(| . $roundsql . qq| * quantity) AS actual
FROM aqorders
JOIN aqbudgets ON (aqbudgets.budget_id = aqorders.budget_id )
WHERE aqorders.budget_id = ? AND
((aqbudgets.sort1_authcat = ? AND sort1 =?) OR
(aqbudgets.sort2_authcat = ? AND sort2 =?)) |
);
$sth->execute( $cell->{'budget_id'},
$budget->{'sort1_authcat'},
$cell->{'authvalue'},
$budget->{'sort2_authcat'},
$cell->{'authvalue'}
);
}
$actual = $sth->fetchrow_array;
# get the estimated amount
$sth = $dbh->prepare( qq|
SELECT estimated_amount AS estimated, display FROM aqbudgets_planning
WHERE budget_period_id = ? AND
budget_id = ? AND
authvalue = ? AND
authcat = ? |
);
$sth->execute( $cell->{'budget_period_id'},
$cell->{'budget_id'},
$cell->{'authvalue'},
$cell->{'authcat'},
);
my $res = $sth->fetchrow_hashref;
# my $display = $res->{'display'};
my $estimated = $res->{'estimated'};
return $actual, $estimated;
}
# -------------------------------------------------------------------
sub ModBudgetPlan {
my ( $budget_plan, $budget_period_id, $authcat ) = @_;
my $dbh = C4::Context->dbh;
foreach my $buds (@$budget_plan) {
my $lines = $buds->{lines};
my $sth = $dbh->prepare( qq|
DELETE FROM aqbudgets_planning
WHERE budget_period_id = ? AND
budget_id = ? AND
authcat = ? |
);
#delete a aqplan line of cells, then insert new cells,
# these could be UPDATES rather than DEL/INSERTS...
$sth->execute( $budget_period_id, $lines->[0]{budget_id} , $authcat );
foreach my $cell (@$lines) {
my $sth = $dbh->prepare( qq|
INSERT INTO aqbudgets_planning
SET budget_id = ?,
budget_period_id = ?,
authcat = ?,
estimated_amount = ?,
authvalue = ? |
);
$sth->execute(
$cell->{'budget_id'},
$cell->{'budget_period_id'},
$cell->{'authcat'},
$cell->{'estimated_amount'},
$cell->{'authvalue'},
);
}
}
}
# -------------------------------------------------------------------
sub GetBudgetSpent {
my ($budget_id) = @_;
my $dbh = C4::Context->dbh;
# unitprice_tax_included should always been set here
# we should not need to retrieve ecost_tax_included
my $sth = $dbh->prepare(qq|
SELECT SUM( | . C4::Acquisition::get_rounding_sql("COALESCE(unitprice_tax_included, ecost_tax_included)") . qq| * quantity ) AS sum FROM aqorders
WHERE budget_id = ? AND
quantityreceived > 0 AND
datecancellationprinted IS NULL
|);
$sth->execute($budget_id);
my $sum = ( $sth->fetchrow_array || 0 ) + 0;
$sth = $dbh->prepare(qq|
SELECT SUM(shipmentcost) AS sum
FROM aqinvoices
WHERE shipmentcost_budgetid = ?
|);
$sth->execute($budget_id);
my ($shipmentcost_sum) = $sth->fetchrow_array;
$sum += ( $shipmentcost_sum || 0 ) + 0;
my $adjustments = Koha::Acquisition::Invoice::Adjustments->search({budget_id => $budget_id, closedate => { '!=' => undef } },{ join => 'invoiceid' });
while ( my $adj = $adjustments->next ){
$sum += $adj->adjustment;
}
return $sum;
}
# -------------------------------------------------------------------
sub GetBudgetOrdered {
my ($budget_id) = @_;
my $dbh = C4::Context->dbh;
my $sth = $dbh->prepare(qq|
SELECT SUM(| . C4::Acquisition::get_rounding_sql(qq|ecost_tax_included|) . qq| * quantity) AS sum FROM aqorders
WHERE budget_id = ? AND
quantityreceived = 0 AND
datecancellationprinted IS NULL
|);
$sth->execute($budget_id);
my $sum = ( $sth->fetchrow_array || 0 ) + 0;
my $adjustments = Koha::Acquisition::Invoice::Adjustments->search({budget_id => $budget_id, encumber_open => 1, closedate => undef},{ join => 'invoiceid' });
while ( my $adj = $adjustments->next ){
$sum += $adj->adjustment;
}
return $sum;
}
=head2 GetBudgetName
my $budget_name = &GetBudgetName($budget_id);
get the budget_name for a given budget_id
=cut
sub GetBudgetName {
my ( $budget_id ) = @_;
my $dbh = C4::Context->dbh;
my $sth = $dbh->prepare(
qq|
SELECT budget_name
FROM aqbudgets
WHERE budget_id = ?
|);
$sth->execute($budget_id);
return $sth->fetchrow_array;
}
=head2 GetBudgetAuthCats
my $auth_cats = &GetBudgetAuthCats($budget_period_id);
Return the list of authcat for a given budget_period_id
=cut
sub GetBudgetAuthCats {
my ($budget_period_id) = shift;
# now, populate the auth_cats_loop used in the budget planning button
# we must retrieve all auth values used by at least one budget
my $dbh = C4::Context->dbh;
my $sth=$dbh->prepare("SELECT sort1_authcat,sort2_authcat FROM aqbudgets WHERE budget_period_id=?");
$sth->execute($budget_period_id);
my %authcats;
while (my ($sort1_authcat,$sort2_authcat) = $sth->fetchrow) {
$authcats{$sort1_authcat}=1 if $sort1_authcat;
$authcats{$sort2_authcat}=1 if $sort2_authcat;
}
return [ sort keys %authcats ];
}
# -------------------------------------------------------------------
sub GetBudgetPeriods {
my ($filters,$orderby) = @_;
my $rs = Koha::Database->new()->schema->resultset('Aqbudgetperiod');
$rs = $rs->search( $filters, { order_by => $orderby } );
$rs->result_class('DBIx::Class::ResultClass::HashRefInflator');
return [ $rs->all ];
}
# -------------------------------------------------------------------
sub GetBudgetPeriod {
my ($budget_period_id) = @_;
my $dbh = C4::Context->dbh;
my $sth = $dbh->prepare( qq|
SELECT *
FROM aqbudgetperiods
WHERE budget_period_id=? |
);
$sth->execute($budget_period_id);
return $sth->fetchrow_hashref;
}
sub DelBudgetPeriod{
my ($budget_period_id) = @_;
my $dbh = C4::Context->dbh;
; ## $total = number of records linked to the record that must be deleted
my $total = 0;
## get information about the record that will be deleted
my $sth = $dbh->prepare(qq|
DELETE
FROM aqbudgetperiods
WHERE budget_period_id=? |
);
return $sth->execute($budget_period_id);
}
# -------------------------------------------------------------------
sub ModBudgetPeriod {
my ($budget_period) = @_;
my $result = Koha::Database->new()->schema->resultset('Aqbudgetperiod')->find($budget_period);
return unless($result);
$result = $result->update($budget_period);
return $result->in_storage;
}
# -------------------------------------------------------------------
sub GetBudgetHierarchy {
my ( $budget_period_id, $branchcode, $owner ) = @_;
my @bind_params;
my $dbh = C4::Context->dbh;
my $query = qq|
SELECT aqbudgets.*, aqbudgetperiods.budget_period_active, aqbudgetperiods.budget_period_description,
b.firstname as budget_owner_firstname, b.surname as budget_owner_surname, b.borrowernumber as budget_owner_borrowernumber
FROM aqbudgets
LEFT JOIN borrowers b on b.borrowernumber = aqbudgets.budget_owner_id
JOIN aqbudgetperiods USING (budget_period_id)|;
my @where_strings;
# show only period X if requested
if ($budget_period_id) {
push @where_strings," aqbudgets.budget_period_id = ?";
push @bind_params, $budget_period_id;
}
# show only budgets owned by me, my branch or everyone
if ($owner) {
if ($branchcode) {
push @where_strings,
qq{ (budget_owner_id = ? OR budget_branchcode = ? OR ((budget_branchcode IS NULL or budget_branchcode="") AND (budget_owner_id IS NULL OR budget_owner_id="")))};
push @bind_params, ( $owner, $branchcode );
} else {
push @where_strings, ' (budget_owner_id = ? OR budget_owner_id IS NULL or budget_owner_id ="") ';
push @bind_params, $owner;
}
} else {
if ($branchcode) {
push @where_strings," (budget_branchcode =? or budget_branchcode is NULL OR budget_branchcode='')";
push @bind_params, $branchcode;
}
}
$query.=" WHERE ".join(' AND ', @where_strings) if @where_strings;
$debug && warn $query,join(",",@bind_params);
my $sth = $dbh->prepare($query);
$sth->execute(@bind_params);
my %links;
# create hash with budget_id has key
while ( my $data = $sth->fetchrow_hashref ) {
$links{ $data->{'budget_id'} } = $data;
}
# link child to parent
my @first_parents;
foreach my $budget ( sort { $a->{budget_code} cmp $b->{budget_code} } values %links ) {
my $child = $links{$budget->{budget_id}};
if ( $child->{'budget_parent_id'} ) {
my $parent = $links{ $child->{'budget_parent_id'} };
if ($parent) {
unless ( $parent->{'children'} ) {
# init child arrayref
$parent->{'children'} = [];
}
# add as child
push @{ $parent->{'children'} }, $child;
}
} else {
push @first_parents, $child;
}
}
my @sort = ();
foreach my $first_parent (@first_parents) {
_add_budget_children(\@sort, $first_parent, 0);
}
# Get all the budgets totals in as few queries as possible
my $hr_budget_spent = $dbh->selectall_hashref(q|
SELECT aqorders.budget_id, aqbudgets.budget_parent_id,
SUM( | . C4::Acquisition::get_rounding_sql(qq|COALESCE(unitprice_tax_included, ecost_tax_included)|) . q| * quantity ) AS budget_spent
FROM aqorders JOIN aqbudgets USING (budget_id)
WHERE quantityreceived > 0 AND datecancellationprinted IS NULL
GROUP BY budget_id, budget_parent_id
|, 'budget_id');
my $hr_budget_ordered = $dbh->selectall_hashref(q|
SELECT aqorders.budget_id, aqbudgets.budget_parent_id,
SUM( | . C4::Acquisition::get_rounding_sql(qq|ecost_tax_included|) . q| * quantity) AS budget_ordered
FROM aqorders JOIN aqbudgets USING (budget_id)
WHERE quantityreceived = 0 AND datecancellationprinted IS NULL
GROUP BY budget_id, budget_parent_id
|, 'budget_id');
my $hr_budget_spent_shipment = $dbh->selectall_hashref(q|
SELECT shipmentcost_budgetid as budget_id,
SUM(shipmentcost) as shipmentcost
FROM aqinvoices
GROUP BY shipmentcost_budgetid
|, 'budget_id');
my $hr_budget_spent_adjustment = $dbh->selectall_hashref(q|
SELECT budget_id,
SUM(adjustment) as adjustments
FROM aqinvoice_adjustments
JOIN aqinvoices USING (invoiceid)
WHERE closedate IS NOT NULL
GROUP BY budget_id
|, 'budget_id');
my $hr_budget_ordered_adjustment = $dbh->selectall_hashref(q|
SELECT budget_id,
SUM(adjustment) as adjustments
FROM aqinvoice_adjustments
JOIN aqinvoices USING (invoiceid)
WHERE closedate IS NULL AND encumber_open = 1
GROUP BY budget_id
|, 'budget_id');
foreach my $budget (@sort) {
if ( not defined $budget->{budget_parent_id} ) {
_recursiveAdd( $budget, undef, $hr_budget_spent, $hr_budget_spent_shipment, $hr_budget_ordered, $hr_budget_spent_adjustment, $hr_budget_ordered_adjustment );
}
}
return \@sort;
}
sub _recursiveAdd {
my ($budget, $parent, $hr_budget_spent, $hr_budget_spent_shipment, $hr_budget_ordered, $hr_budget_spent_adjustment, $hr_budget_ordered_adjustment ) = @_;
foreach my $child (@{$budget->{children}}){
_recursiveAdd($child, $budget, $hr_budget_spent, $hr_budget_spent_shipment, $hr_budget_ordered, $hr_budget_spent_adjustment, $hr_budget_ordered_adjustment );
}
$budget->{budget_spent} += $hr_budget_spent->{$budget->{budget_id}}->{budget_spent} || 0;
$budget->{budget_spent} += $hr_budget_spent_shipment->{$budget->{budget_id}}->{shipmentcost} || 0;
$budget->{budget_spent} += $hr_budget_spent_adjustment->{$budget->{budget_id}}->{adjustments} || 0;
$budget->{budget_ordered} += $hr_budget_ordered->{$budget->{budget_id}}->{budget_ordered} || 0;
$budget->{budget_ordered} += $hr_budget_ordered_adjustment->{$budget->{budget_id}}->{adjustments} || 0;
$budget->{total_spent} += $budget->{budget_spent};
$budget->{total_ordered} += $budget->{budget_ordered};
if ($parent) {
$parent->{total_spent} += $budget->{total_spent};
$parent->{total_ordered} += $budget->{total_ordered};
}
}
# Recursive method to add a budget and its chidren to an array
sub _add_budget_children {
my $res = shift;
my $budget = shift;
$budget->{budget_level} = shift;
push @$res, $budget;
my $children = $budget->{'children'} || [];
return unless @$children; # break recursivity
foreach my $child (@$children) {
_add_budget_children($res, $child, $budget->{budget_level} + 1);
}
}
# -------------------------------------------------------------------
# FIXME Must be replaced by Koha::Acquisition::Fund->store
sub AddBudget {
my ($budget) = @_;
return unless ($budget);
undef $budget->{budget_encumb} if defined $budget->{budget_encumb} && $budget->{budget_encumb} eq '';
undef $budget->{budget_owner_id} if defined $budget->{budget_owner_id} && $budget->{budget_owner_id} eq '';
my $resultset = Koha::Database->new()->schema->resultset('Aqbudget');
return $resultset->create($budget)->id;
}
# -------------------------------------------------------------------
# FIXME Must be replaced by Koha::Acquisition::Fund->store
sub ModBudget {
my ($budget) = @_;
my $result = Koha::Database->new()->schema->resultset('Aqbudget')->find($budget);
return unless($result);
undef $budget->{budget_encumb} if defined $budget->{budget_encumb} && $budget->{budget_encumb} eq '';
undef $budget->{budget_owner_id} if defined $budget->{budget_owner_id} && $budget->{budget_owner_id} eq '';
$result = $result->update($budget);
return $result->in_storage;
}
# -------------------------------------------------------------------
# FIXME Must be replaced by Koha::Acquisition::Fund->delete
sub DelBudget {
my ($budget_id) = @_;
my $dbh = C4::Context->dbh;
my $sth = $dbh->prepare("delete from aqbudgets where budget_id=?");
my $rc = $sth->execute($budget_id);
return $rc;
}
# -------------------------------------------------------------------
=head2 GetBudget
&GetBudget($budget_id);
get a specific budget
=cut
sub GetBudget {
my ( $budget_id ) = @_;
my $dbh = C4::Context->dbh;
my $query = "
SELECT *
FROM aqbudgets
WHERE budget_id=?
";
my $sth = $dbh->prepare($query);
$sth->execute( $budget_id );
my $result = $sth->fetchrow_hashref;
return $result;
}
# -------------------------------------------------------------------
=head2 GetBudgetByOrderNumber
&GetBudgetByOrderNumber($ordernumber);
get a specific budget by order number
=cut
sub GetBudgetByOrderNumber {
my ( $ordernumber ) = @_;
my $dbh = C4::Context->dbh;
my $query = "
SELECT aqbudgets.*
FROM aqbudgets, aqorders
WHERE ordernumber=?
AND aqorders.budget_id = aqbudgets.budget_id
";
my $sth = $dbh->prepare($query);
$sth->execute( $ordernumber );
my $result = $sth->fetchrow_hashref;
return $result;
}
=head2 GetBudgetReport
&GetBudgetReport( [$budget_id] );
Get all orders for a specific budget, without cancelled orders.
Returns an array of hashrefs.
=cut
# --------------------------------------------------------------------
sub GetBudgetReport {
my ( $budget_id ) = @_;
my $dbh = C4::Context->dbh;
my $query = '
SELECT o.*, b.budget_name
FROM aqbudgets b
INNER JOIN aqorders o
ON b.budget_id = o.budget_id
WHERE b.budget_id=?
AND (o.orderstatus != "cancelled")
ORDER BY b.budget_name';
my $sth = $dbh->prepare($query);
$sth->execute( $budget_id );
my @results = ();
while ( my $data = $sth->fetchrow_hashref ) {
push( @results, $data );
}
return @results;
}
=head2 GetBudgetsByActivity
&GetBudgetsByActivity( $budget_period_active );
Get all active or inactive budgets, depending of the value
of the parameter.
1 = active
0 = inactive
=cut
# --------------------------------------------------------------------
sub GetBudgetsByActivity {
my ( $budget_period_active ) = @_;
my $dbh = C4::Context->dbh;
my $query = "
SELECT DISTINCT b.*
FROM aqbudgetperiods bp
INNER JOIN aqbudgets b
ON bp.budget_period_id = b.budget_period_id
WHERE bp.budget_period_active=?
";
my $sth = $dbh->prepare($query);
$sth->execute( $budget_period_active );
my @results = ();
while ( my $data = $sth->fetchrow_hashref ) {
push( @results, $data );
}
return @results;
}
# --------------------------------------------------------------------
=head2 GetBudgetsReport
&GetBudgetsReport( [$activity] );
Get all but cancelled orders for all funds.
If the optionnal activity parameter is passed, returns orders for active/inactive budgets only.
active = 1
inactive = 0
Returns an array of hashrefs.
=cut
sub GetBudgetsReport {
my ($activity) = @_;
my $dbh = C4::Context->dbh;
my $query = '
SELECT o.*, b.budget_name
FROM aqbudgetperiods bp
INNER JOIN aqbudgets b
ON bp.budget_period_id = b.budget_period_id
INNER JOIN aqorders o
ON b.budget_id = o.budget_id ';
if ( $activity && $activity ne '' ) {
$query .= 'WHERE bp.budget_period_active=? ';
}
$query .= 'AND (o.orderstatus != "cancelled")
ORDER BY b.budget_name';
my $sth = $dbh->prepare($query);
if ( $activity && $activity ne '' ) {
$sth->execute($activity);
}
else{
$sth->execute;
}
my @results = ();
while ( my $data = $sth->fetchrow_hashref ) {
push( @results, $data );
}
return @results;
}
=head2 GetBudgetByCode
my $budget = &GetBudgetByCode($budget_code);
Retrieve all aqbudgets fields as a hashref for the budget that has
given budget_code
=cut
sub GetBudgetByCode {
my ( $budget_code ) = @_;
my $dbh = C4::Context->dbh;
my $query = qq{
SELECT aqbudgets.*
FROM aqbudgets
JOIN aqbudgetperiods USING (budget_period_id)
WHERE budget_code = ?
ORDER BY budget_period_active DESC, budget_id DESC
LIMIT 1
};
my $sth = $dbh->prepare( $query );
$sth->execute( $budget_code );
return $sth->fetchrow_hashref;
}
=head2 GetBudgetHierarchySpent
my $spent = GetBudgetHierarchySpent( $budget_id );
Gets the total spent of the level and sublevels of $budget_id
=cut
sub GetBudgetHierarchySpent {
my ( $budget_id ) = @_;
my $dbh = C4::Context->dbh;
my $children_ids = $dbh->selectcol_arrayref(q|
SELECT budget_id
FROM aqbudgets
WHERE budget_parent_id = ?
|, {}, $budget_id );
my $total_spent = GetBudgetSpent( $budget_id );
for my $child_id ( @$children_ids ) {
$total_spent += GetBudgetHierarchySpent( $child_id );
}
return $total_spent;
}
=head2 GetBudgetHierarchyOrdered
my $ordered = GetBudgetHierarchyOrdered( $budget_id );
Gets the total ordered of the level and sublevels of $budget_id
=cut
sub GetBudgetHierarchyOrdered {
my ( $budget_id ) = @_;
my $dbh = C4::Context->dbh;
my $children_ids = $dbh->selectcol_arrayref(q|
SELECT budget_id
FROM aqbudgets
WHERE budget_parent_id = ?
|, {}, $budget_id );
my $total_ordered = GetBudgetOrdered( $budget_id );
for my $child_id ( @$children_ids ) {
$total_ordered += GetBudgetHierarchyOrdered( $child_id );
}
return $total_ordered;
}
=head2 GetBudgets
&GetBudgets($filter, $order_by);
gets all budgets
=cut
# -------------------------------------------------------------------
sub GetBudgets {
my ($filters, $orderby) = @_;
$orderby = 'budget_name' unless($orderby);
my $rs = Koha::Database->new()->schema->resultset('Aqbudget');
$rs = $rs->search( $filters, { order_by => $orderby } );
$rs->result_class('DBIx::Class::ResultClass::HashRefInflator');
return [ $rs->all ];
}
=head2 GetBudgetUsers
my @borrowernumbers = &GetBudgetUsers($budget_id);
Return the list of borrowernumbers linked to a budget
=cut
sub GetBudgetUsers {
my ($budget_id) = @_;
my $dbh = C4::Context->dbh;
my $query = qq{
SELECT borrowernumber
FROM aqbudgetborrowers
WHERE budget_id = ?
};
my $sth = $dbh->prepare($query);
$sth->execute($budget_id);
my @borrowernumbers;
while (my ($borrowernumber) = $sth->fetchrow_array) {
push @borrowernumbers, $borrowernumber
}
return @borrowernumbers;
}
=head2 ModBudgetUsers
&ModBudgetUsers($budget_id, @borrowernumbers);
Modify the list of borrowernumbers linked to a budget
=cut
sub ModBudgetUsers {
my ($budget_id, @budget_users_id) = @_;
return unless $budget_id;
my $dbh = C4::Context->dbh;
my $query = "DELETE FROM aqbudgetborrowers WHERE budget_id = ?";
my $sth = $dbh->prepare($query);
$sth->execute($budget_id);
$query = qq{
INSERT INTO aqbudgetborrowers (budget_id, borrowernumber)
VALUES (?,?)
};
$sth = $dbh->prepare($query);
foreach my $borrowernumber (@budget_users_id) {
next unless $borrowernumber;
$sth->execute($budget_id, $borrowernumber);
}
}
sub CanUserUseBudget {
my ($borrower, $budget, $userflags) = @_;
if (not ref $borrower) {
$borrower = Koha::Patrons->find( $borrower );
return 0 unless $borrower;
$borrower = $borrower->unblessed;
}
if (not ref $budget) {
$budget = GetBudget($budget);
}
return 0 unless ($borrower and $budget);
if (not defined $userflags) {
$userflags = C4::Auth::getuserflags($borrower->{flags},
$borrower->{userid});
}
unless ($userflags->{superlibrarian}
|| (ref $userflags->{acquisition}
&& $userflags->{acquisition}->{budget_manage_all})
|| (!ref $userflags->{acquisition} && $userflags->{acquisition}))
{
if (not exists $userflags->{acquisition}) {
return 0;
}
if (!ref $userflags->{acquisition} && !$userflags->{acquisition}) {
return 0;
}
# Budget restricted to owner
if ( $budget->{budget_permission} == 1 ) {
if ( $budget->{budget_owner_id}
and $budget->{budget_owner_id} != $borrower->{borrowernumber} )
{
return 0;
}
}
# Budget restricted to owner, users and library
elsif ( $budget->{budget_permission} == 2 ) {
my @budget_users = GetBudgetUsers( $budget->{budget_id} );
if (
(
$budget->{budget_owner_id}
and $budget->{budget_owner_id} !=
$borrower->{borrowernumber}
or not $budget->{budget_owner_id}
)
and ( 0 == grep { $borrower->{borrowernumber} == $_ }
@budget_users )
and defined $budget->{budget_branchcode}
and $budget->{budget_branchcode} ne
C4::Context->userenv->{branch}
)
{
return 0;
}
}
# Budget restricted to owner and users
elsif ( $budget->{budget_permission} == 3 ) {
my @budget_users = GetBudgetUsers( $budget->{budget_id} );
if (
(
$budget->{budget_owner_id}
and $budget->{budget_owner_id} !=
$borrower->{borrowernumber}
or not $budget->{budget_owner_id}
)
and ( 0 == grep { $borrower->{borrowernumber} == $_ }
@budget_users )
)
{
return 0;
}
}
}
return 1;
}
sub CanUserModifyBudget {
my ($borrower, $budget, $userflags) = @_;
if (not ref $borrower) {
$borrower = Koha::Patrons->find( $borrower );
return 0 unless $borrower;
$borrower = $borrower->unblessed;
}
if (not ref $budget) {
$budget = GetBudget($budget);
}
return 0 unless ($borrower and $budget);
if (not defined $userflags) {
$userflags = C4::Auth::getuserflags($borrower->{flags},
$borrower->{userid});
}
unless ($userflags->{superlibrarian}
|| (ref $userflags->{acquisition}
&& $userflags->{acquisition}->{budget_manage_all})
|| (!ref $userflags->{acquisition} && $userflags->{acquisition}))
{
if (!CanUserUseBudget($borrower, $budget, $userflags)) {
return 0;
}
if (ref $userflags->{acquisition}
&& !$userflags->{acquisition}->{budget_modify}) {
return 0;
}
}
return 1;
}
sub _round {
my ($value, $increment) = @_;
if ($increment && $increment != 0) {
$value = int($value / $increment) * $increment;
}
return $value;
}
=head2 CloneBudgetPeriod
my $new_budget_period_id = CloneBudgetPeriod({
budget_period_id => $budget_period_id,
budget_period_startdate => $budget_period_startdate,
budget_period_enddate => $budget_period_enddate,
mark_original_budget_as_inactive => 1n
reset_all_budgets => 1,
});
Clone a budget period with all budgets.
If the mark_origin_budget_as_inactive is set (0 by default),
the original budget will be marked as inactive.
If the reset_all_budgets is set (0 by default), all budget (fund)
amounts will be reset.
=cut
sub CloneBudgetPeriod {
my ($params) = @_;
my $budget_period_id = $params->{budget_period_id};
my $budget_period_startdate = $params->{budget_period_startdate};
my $budget_period_enddate = $params->{budget_period_enddate};
my $budget_period_description = $params->{budget_period_description};
my $amount_change_percentage = $params->{amount_change_percentage};
my $amount_change_round_increment = $params->{amount_change_round_increment};
my $mark_original_budget_as_inactive =
$params->{mark_original_budget_as_inactive} || 0;
my $reset_all_budgets = $params->{reset_all_budgets} || 0;
my $budget_period = GetBudgetPeriod($budget_period_id);
$budget_period->{budget_period_startdate} = $budget_period_startdate;
$budget_period->{budget_period_enddate} = $budget_period_enddate;
$budget_period->{budget_period_description} = $budget_period_description;
# The new budget (budget_period) should be active by default
$budget_period->{budget_period_active} = 1;
if ($amount_change_percentage) {
my $total = $budget_period->{budget_period_total};
$total += $total * $amount_change_percentage / 100;
$total = _round($total, $amount_change_round_increment);
$budget_period->{budget_period_total} = $total;
}
my $original_budget_period_id = $budget_period->{budget_period_id};
delete $budget_period->{budget_period_id};
my $new_budget_period_id = AddBudgetPeriod( $budget_period );
my $budgets = GetBudgetHierarchy($budget_period_id);
CloneBudgetHierarchy(
{
budgets => $budgets,
new_budget_period_id => $new_budget_period_id
}
);
if ($mark_original_budget_as_inactive) {
ModBudgetPeriod(
{
budget_period_id => $budget_period_id,
budget_period_active => 0,
}
);
}
if ( $reset_all_budgets ) {
my $budgets = GetBudgets({ budget_period_id => $new_budget_period_id });
for my $budget ( @$budgets ) {
$budget->{budget_amount} = 0;
ModBudget( $budget );
}
} elsif ($amount_change_percentage) {
my $budgets = GetBudgets({ budget_period_id => $new_budget_period_id });
for my $budget ( @$budgets ) {
my $amount = $budget->{budget_amount};
$amount += $amount * $amount_change_percentage / 100;
$amount = _round($amount, $amount_change_round_increment);
$budget->{budget_amount} = $amount;
ModBudget( $budget );
}
}
return $new_budget_period_id;
}
=head2 CloneBudgetHierarchy
CloneBudgetHierarchy({
budgets => $budgets,
new_budget_period_id => $new_budget_period_id;
});
Clone a budget hierarchy.
=cut
sub CloneBudgetHierarchy {
my ($params) = @_;
my $budgets = $params->{budgets};
my $new_budget_period_id = $params->{new_budget_period_id};
next unless @$budgets or $new_budget_period_id;
my $children_of = $params->{children_of};
my $new_parent_id = $params->{new_parent_id};
my @first_level_budgets =
( not defined $children_of )
? map { ( not $_->{budget_parent_id} ) ? $_ : () } @$budgets
: map { ( defined $_->{budget_parent_id} && $_->{budget_parent_id} == $children_of ) ? $_ : () } @$budgets;
# get only the columns of aqbudgets
my @columns = Koha::Database->new()->schema->source('Aqbudget')->columns;
for my $budget ( sort { $a->{budget_id} <=> $b->{budget_id} }
@first_level_budgets )
{
my $tidy_budget =
{ map { join( ' ', @columns ) =~ /$_/ ? ( $_ => $budget->{$_} ) : () }
keys %$budget };
delete $tidy_budget->{timestamp};
my $new_budget_id = AddBudget(
{
%$tidy_budget,
budget_id => undef,
budget_parent_id => $new_parent_id,
budget_period_id => $new_budget_period_id
}
);
CloneBudgetHierarchy(
{
budgets => $budgets,
new_budget_period_id => $new_budget_period_id,
children_of => $budget->{budget_id},
new_parent_id => $new_budget_id
}
);
}
}
=head2 MoveOrders
my $report = MoveOrders({
from_budget_period_id => $from_budget_period_id,
to_budget_period_id => $to_budget_period_id,
});
Move orders from one budget period to another.
=cut
sub MoveOrders {
my ($params) = @_;
my $from_budget_period_id = $params->{from_budget_period_id};
my $to_budget_period_id = $params->{to_budget_period_id};
my $move_remaining_unspent = $params->{move_remaining_unspent};
return
if not $from_budget_period_id
or not $to_budget_period_id
or $from_budget_period_id == $to_budget_period_id;
# Can't move orders to an inactive budget (budgetperiod)
my $budget_period = GetBudgetPeriod($to_budget_period_id);
return unless $budget_period->{budget_period_active};
my @report;
my $dbh = C4::Context->dbh;
my $sth_update_aqorders = $dbh->prepare(
q|
UPDATE aqorders
SET budget_id = ?
WHERE ordernumber = ?
|
);
my $sth_update_budget_amount = $dbh->prepare(
q|
UPDATE aqbudgets
SET budget_amount = ?
WHERE budget_id = ?
|
);
my $from_budgets = GetBudgetHierarchy($from_budget_period_id);
for my $from_budget (@$from_budgets) {
my $new_budget_id = $dbh->selectcol_arrayref(
q|
SELECT budget_id
FROM aqbudgets
WHERE budget_period_id = ?
AND budget_code = ?
|, {}, $to_budget_period_id, $from_budget->{budget_code}
);
$new_budget_id = $new_budget_id->[0];
my $new_budget = GetBudget( $new_budget_id );
unless ( $new_budget ) {
push @report,
{
moved => 0,
budget => $from_budget,
error => 'budget_code_not_exists',
};
next;
}
my $orders_to_move = C4::Acquisition::SearchOrders(
{
budget_id => $from_budget->{budget_id},
pending => 1,
}
);
my @orders_moved;
for my $order (@$orders_to_move) {
$sth_update_aqorders->execute( $new_budget->{budget_id}, $order->{ordernumber} );
push @orders_moved, $order;
}
my $unspent_moved = 0;
if ($move_remaining_unspent) {
my $spent = GetBudgetHierarchySpent( $from_budget->{budget_id} );
my $unspent = $from_budget->{budget_amount} - $spent;
my $new_budget_amount = $new_budget->{budget_amount};
if ( $unspent > 0 ) {
$new_budget_amount += $unspent;
$unspent_moved = $unspent;
}
$new_budget->{budget_amount} = $new_budget_amount;
$sth_update_budget_amount->execute( $new_budget_amount,
$new_budget->{budget_id} );
}
push @report,
{
budget => $new_budget,
orders_moved => \@orders_moved,
moved => 1,
unspent_moved => $unspent_moved,
};
}
return \@report;
}
END { } # module clean-up code here (global destructor)
1;
__END__
=head1 AUTHOR
Koha Development Team <http://koha-community.org/>
=cut