Child sales document preparation moved to cart class.
[fa-stable.git] / sales / includes / cart_class.inc
1 <?php
2 /**********************************************************************
3     Copyright (C) FrontAccounting, LLC.
4         Released under the terms of the GNU General Public License, GPL, 
5         as published by the Free Software Foundation, either version 3 
6         of the License, or (at your option) any later version.
7     This program is distributed in the hope that it will be useful,
8     but WITHOUT ANY WARRANTY; without even the implied warranty of
9     MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  
10     See the License here <http://www.gnu.org/licenses/gpl-3.0.html>.
11 ***********************************************************************/
12 /* Definition of the cart class
13 this class can hold all the information for:
14
15 i)   a sales order
16 ii)  an invoice
17 iii) a credit note
18 iv)  a delivery note
19 */
20
21 include_once($path_to_root . "/inventory/includes/inventory_db.inc");
22 include_once($path_to_root . "/taxes/tax_calc.inc");
23
24 class cart
25 {
26         var $trans_type; // invoice, order, quotation, delivery note ...
27         var $trans_no = array();// array (num1=>ver1,..) or 0 for new
28         var $so_type = 0;               // for sales order: simple=0 template=1
29         var $cart_id;           // used to detect multi-tab edition conflits
30         var $line_items;  //array of objects of class line_details
31
32         var $src_docs = array();        // array of arrays(num1=>ver1,...) or 0 for no src
33         var $src_date;                  // src document date (for info only)
34
35         var $document_date;
36         var $due_date;
37         var $sales_type; // set to the customer's sales type
38         var $sales_type_name; // set to customer's sales type name
39         var $tax_included;
40
41         var $customer_currency; // set to the customer's currency
42         var $default_discount; // set to the customer's discount %
43         var $customer_name;
44         var $customer_id;
45         var $Branch;
46         var $email;
47
48         var $deliver_to;
49         var $delivery_address;
50         var $phone;
51
52         var $cust_ref;
53         var $reference;
54         var $Comments;
55         var $Location;
56         var $location_name;
57         var $order_no;          // the original order number
58
59         var $ship_via;
60         var $freight_cost = 0;
61
62         var $tax_group_id;
63         var $tax_group_name;
64         var $tax_group_array = null; // saves db queries
65         var $price_factor;       // ditto for price calculations
66
67         var     $pos;                   // user assigned POS
68         var $cash_account;
69         var $account_name;
70         var $cash_discount;     // not used as of FA 2.1
71         var $dimension_id;
72         var $dimension2_id;
73         var $payment;
74         var $payment_terms; // cached payment terms
75         var $credit;
76         
77         //-------------------------------------------------------------------------
78         //
79         //  $trans_no==0 => open new/direct document
80         //  $trans_no!=0 && $no_edit==false => update with parent constarints for reedition
81         //  $trans_no!=0 && $no_edit==true => read only: for view, or later child doc entry
82         //
83         function Cart($type, $trans_no=0, $no_edit=false) {
84                 /*Constructor function initialises a new shopping cart */
85                 $this->line_items = array();
86                 $this->sales_type = "";
87                 if ($type == ST_SALESQUOTE)
88                         $this->trans_type = $type;
89                 else    
90                         $this->trans_type = ST_SALESORDER;
91                 $this->dimension_id = 0;
92                 $this->dimension2_id = 0;
93                 $this->pos = get_sales_point(user_pos());
94                 $this->read($type, $trans_no, $no_edit);
95                 $this->cart_id = uniqid('');
96         }
97         
98         //
99         //      Prepare cart to new child document entry, just after initial parent doc read.
100         //
101         function prepare_child()
102         {
103                 global $Refs;
104
105                 $type = get_child_type($this->trans_type);
106
107                 $this->trans_type = $type;
108                 $this->reference = $Refs->get_next($this->trans_type);
109                 $this->document_date = new_doc_date();
110
111                 for($line_no = 0; $line_no < count($this->line_items); $line_no++) {
112                         $line = &$this->line_items[$line_no];
113                         $line->src_id = $line->id; // save src line ids for update
114                         $line->qty_dispatched = $type == ST_CUSTCREDIT ? '0' : $line->quantity - $line->qty_done;
115                         $line->qty_old = 0;
116                 }
117                 unset($line);
118                 
119                 if ($type == ST_CUSTDELIVERY) {
120                         $this->order_no = key($this->trans_no);
121                         $cust = get_customer($this->customer_id);
122                         $this->dimension_id = $cust['dimension_id'];
123                         $this->dimension2_id = $cust['dimension2_id'];
124                 }
125                 if ($type == ST_SALESINVOICE) {
126                         $this->due_date = get_invoice_duedate($this->payment, $this->document_date);
127                 }
128
129                 if ($type == ST_CUSTCREDIT)
130                     $this->src_date = $this->document_date;
131
132                 $this->src_docs = $this->trans_no;
133                 $this->trans_no = 0;
134         }
135
136         //
137         //      Prepares transaction for reedition updating with parent transaction data 
138         //
139         function set_parent_constraints($sodata, $src_no) {
140
141                 $srcdetails = get_sales_parent_lines($this->trans_type, $src_no);
142                 
143                 $src_type = get_parent_type($this->trans_type);
144                 if ($src_type == ST_SALESORDER || $src_type == 0) {
145                         $this->src_docs = array( $sodata['order_no']=>$sodata['version']);
146                 } else {        // get src_data from debtor_trans
147                         $srcnum = array();
148                         while ($line = db_fetch($srcdetails)) {
149                                 $srcnum[] = $line['debtor_trans_no'];
150                         }
151                         $this->src_docs = get_customer_trans_version($src_type, array_values($srcnum));
152                 }
153                 // calculate & save: qtys on other docs and free qtys on src doc
154                 $line_no = 0;
155                 // Loop speed optimisation below depends on fact 
156                 // that child line_items contains subset of parent lines in _the_same_ order !
157                 while ($line_no < count($this->line_items) && $srcline = db_fetch($srcdetails)) {
158                         $line = &$this->line_items[$line_no];
159                         if ($srcline['id'] == $line->src_id) {
160                                 if ($this->trans_type == ST_SALESINVOICE)
161                                         $line->src_no = $srcline['debtor_trans_no'];
162                                 $line->qty_old = $line->qty_dispatched = $line->quantity;
163                                 $line->quantity += $srcline['quantity'] - 
164                                         ($src_type==ST_SALESORDER ? $srcline['qty_sent'] : $srcline['qty_done']); // add free qty on src doc
165                                 $line_no++;
166                                 break;
167                         }
168                 }
169         }
170         //-------------------------------------------------------------------------
171         // Reading document into cart
172         //
173         function read($type, $trans_no = 0, $prep_child=false) {
174
175                 global $SysPrefs, $Refs;
176
177                 if (!is_array($trans_no)) $trans_no = array($trans_no);
178
179                 if ($trans_no[0]) { // read old transaction
180                         if ($type == ST_SALESORDER || $type == ST_SALESQUOTE) { // sales order || sales quotation
181                                 read_sales_order($trans_no[0], $this, $type);
182                         } else {        // other type of sales transaction
183                                         read_sales_trans($type, $trans_no, $this);
184                                         if ($this->order_no) { // free hand credit notes have no order_no
185                                                 $sodata = get_sales_order_header($this->order_no, ST_SALESORDER);
186                                                 $this->cust_ref = $sodata["customer_ref"];
187                                         // currently currency is hard linked to debtor account
188                                         //      $this->customer_currency = $sodata["curr_code"];
189                                                 $this->delivery_to = $sodata["deliver_to"];
190                                                 $this->delivery_address = $sodata["delivery_address"];
191                                         // child transaction reedition - update with parent info unless it is freehand
192                                                 if ($prep_child)
193                                                         $this->set_parent_constraints($sodata, $trans_no[0]);
194                                         }
195                         }
196                         // prepare qtys for derivative document entry (not used in display)
197                         if ($prep_child)
198                                 $this->prepare_child();
199                 } else { // new document
200                                 $this->trans_type = $type;
201                                 $this->trans_no = 0;
202                                 $this->customer_currency = get_company_currency();
203                                 // set new sales document defaults here
204                                 if (get_global_customer() != ALL_TEXT)
205                                   $this->customer_id = get_global_customer();
206                                 else
207                                   $this->customer_id = '';
208                                 $this->document_date =  new_doc_date();
209                                 if (!is_date_in_fiscalyear($this->document_date))
210                                         $this->document_date = end_fiscalyear();
211                                 $this->reference = $Refs->get_next($this->trans_type);
212                                 if ($type != ST_SALESORDER && $type != ST_SALESQUOTE) // Added 2.1 Joe Hunt 2008-11-12
213                                 {
214                                         $dim = get_company_pref('use_dimension');
215                                         if ($dim > 0)
216                                         {
217                                                 if ($this->customer_id == '')
218                                                         $this->dimension_id = 0;
219                                                 else
220                                                 {
221                                                         $cust = get_customer($this->customer_id);
222                                                         $this->dimension_id = $cust['dimension_id'];
223                                                 }       
224                                                 if ($dim > 1)
225                                                 {
226                                                         if ($this->customer_id == '')
227                                                                 $this->dimension2_id = 0;
228                                                         else
229                                                                 $this->dimension2_id = $cust['dimension2_id'];
230                                                 }               
231                                         }               
232                                 }       
233                                 if ($type == ST_SALESINVOICE) {
234                                         $this->due_date =
235                                                 get_invoice_duedate($this->payment, $this->document_date);
236                                 } else
237                                         $this->due_date =
238                                                 add_days($this->document_date, $SysPrefs->default_delivery_required_by());
239                 }
240                 $this->credit = get_current_cust_credit($this->customer_id);
241         }
242
243         //-------------------------------------------------------------------------
244         // Writing new/modified sales document to database.
245         // Makes parent documents for direct delivery/invoice by recurent call.
246         // $policy - 0 or 1:  writeoff/return for IV, back order/cancel for DN
247         function write($policy=0) {
248                 begin_transaction(); // prevents partial database changes in case of direct delivery/invoice
249                 if (count($this->src_docs) == 0 && ($this->trans_type == ST_SALESINVOICE || $this->trans_type == ST_CUSTDELIVERY)) {
250                         // this is direct document - first add parent
251                         $src = (PHP_VERSION<5) ? $this : clone( $this ); // make local copy of this cart
252                         $src->trans_type = get_parent_type($src->trans_type);
253                         $src->reference = 'auto';
254
255                         $src->write(1);
256                         $type = $this->trans_type;
257                         $ref = $this->reference;
258                         $date = $this->document_date;
259                         // re-read document
260                         $this->read($src->trans_type, key($src->trans_no), true);
261                         $this->document_date = $date;
262                         $this->reference = $ref;
263                         $this->trans_type = $type;
264                         $this->src_docs= $this->trans_no;
265                         $this->trans_no = 0;
266                         $this->order_no= $this->trans_type==ST_CUSTDELIVERY ? key($src->trans_no) : $src->order_no;
267                 }
268                 $this->reference = @html_entity_decode($this->reference, ENT_QUOTES);
269                 $this->Comments = @html_entity_decode($this->Comments, ENT_QUOTES);
270                 foreach($this->line_items as $lineno => $line) {
271                         $this->line_items[$lineno]->stock_id = @html_entity_decode($line->stock_id, ENT_QUOTES);
272                         $this->line_items[$lineno]->item_description = @html_entity_decode($line->item_description, ENT_QUOTES);
273                 }
274                 switch($this->trans_type) {
275                         case ST_SALESINVOICE:
276                                 $ret = write_sales_invoice($this); break;
277                         case ST_CUSTCREDIT:
278                                 $ret = write_credit_note($this, $policy); break;
279                         case ST_CUSTDELIVERY:
280                                 $ret = write_sales_delivery($this, $policy); break;
281                         case ST_SALESORDER:
282                         case ST_SALESQUOTE:
283                                 if ($this->trans_no==0) // new document
284                                         $ret = add_sales_order($this);
285                                 else
286                                         $ret = update_sales_order($this);
287                 }
288
289                 commit_transaction();
290
291                 return $ret;
292         }
293
294         function set_customer($customer_id, $customer_name, $currency, $discount, $payment, $cdiscount=0)
295         {
296                 $this->customer_name = $customer_name;
297                 $this->customer_id = $customer_id;
298                 $this->default_discount = $discount;
299                 $this->customer_currency = $currency;
300                 $this->payment = $payment;
301                 $this->payment_terms = get_payment_terms($payment);
302                 $this->cash_discount = $cdiscount;
303
304                 if ($this->payment_terms['cash_sale']) {
305                         $this->Location = $this->pos['pos_location'];
306                         $this->location_name = $this->pos['location_name'];
307                         $this->cash_account = $this->pos['pos_account'];
308                         $this->account_name = $this->pos['bank_account_name'];
309                 }
310                 $this->credit = get_current_cust_credit($customer_id);
311         }
312
313         function set_branch($branch_id, $tax_group_id, $tax_group_name, $phone='', $email='')
314         {
315                 $this->Branch = $branch_id;
316                 $this->phone = $phone;
317                 $this->email = $email;
318                 $this->tax_group_id = $tax_group_id;
319                 $this->tax_group_array = get_tax_group_items_as_array($tax_group_id);
320         }
321
322         function set_sales_type($sales_type, $sales_name, $tax_included=0, $factor=0)
323         {
324             $this->sales_type = $sales_type;
325             $this->sales_type_name = $sales_name;
326             $this->tax_included = $tax_included;
327             $this->price_factor = $factor;
328         }
329
330         function set_location($id, $name)
331         {
332                 $this->Location = $id;
333                 $this->location_name = $name;
334         }
335
336         function set_delivery($shipper, $destination, $address, $freight_cost=null)
337         {
338                 $this->ship_via = $shipper;
339                 $this->deliver_to = $destination;
340                 $this->delivery_address = $address;
341                 if (isset($freight_cost))
342                         $this->freight_cost = $freight_cost;
343         }
344
345         function add_to_cart($line_no, $stock_id, $qty, $price, $disc, $qty_done=0, $standard_cost=0, $description=null, $id=0, $src_no=0,
346                 $src_id=0)
347         {
348                 $line = new line_details($stock_id, $qty, $price, $disc,
349                         $qty_done,  $standard_cost, $description, $id, $src_no, $src_id);
350
351                 if ($line->valid) {
352                         $this->line_items[$line_no] = $line;
353                         return 1;
354                 } else
355                         display_error(_("You have to enter valid stock code or nonempty description"));
356                 return 0;
357         }
358
359         function update_cart_item($line_no, $qty, $price, $disc, $description="")
360         {
361                 if ($description != "")
362                         $this->line_items[$line_no]->item_description = $description;
363                 $this->line_items[$line_no]->quantity = $qty;
364                 $this->line_items[$line_no]->qty_dispatched = $qty;
365                 $this->line_items[$line_no]->price = $price;
366                 $this->line_items[$line_no]->discount_percent = $disc;
367         }
368
369         function update_add_cart_item_qty($line_no, $qty)
370         {
371                 $this->line_items[$line_no]->quantity += $qty;
372         }
373
374         function remove_from_cart($line_no)
375         {
376                 array_splice($this->line_items, $line_no, 1);
377         }
378
379         function clear_items()
380         {
381                 unset($this->line_items);
382                 $this->line_items = array();
383                 $this->sales_type = "";
384                 $this->trans_no = 0;
385                 $this->customer_id = $this->order_no = 0;
386         }
387
388         function count_items()
389         {
390                 $counter=0;
391                 foreach ($this->line_items as $line) {
392                         if ($line->quantity!=$line->qty_done) $counter++;
393                 }
394                 return $counter;
395         }
396
397         function get_items_total()
398         {
399                 $total = 0;
400
401                 foreach ($this->line_items as $ln_itm) {
402                         $price = $ln_itm->line_price();
403                         $total += round($ln_itm->quantity * $price * (1 - $ln_itm->discount_percent), 
404                            user_price_dec());
405                 }
406                 return $total;
407         }
408
409         function get_items_total_dispatch()
410         {
411                 $total = 0;
412
413                 foreach ($this->line_items as $ln_itm) {
414                         $price = $ln_itm->line_price();
415                         $total += round(($ln_itm->qty_dispatched * $price * (1 - $ln_itm->discount_percent)), 
416                            user_price_dec());
417                 }
418                 return $total;
419         }
420
421         function has_items_dispatch()
422         {
423                 foreach ($this->line_items as $ln_itm) {
424                         if ($ln_itm->qty_dispatched > 0)
425                                 return true;
426                 }
427                 return false;
428         }
429
430         function any_already_delivered()
431         {
432                 /* Checks if there have been any line item processed */
433
434                 foreach ($this->line_items as $stock_item) {
435                         if ($stock_item->qty_done !=0) {
436                                 return 1;
437                         }
438                 }
439
440                 return 0;
441
442         }
443
444         function some_already_delivered($line_no)
445         {
446                 /* Checks if there have been deliveries of a specific line item */
447                 if (isset($this->line_items[$line_no]) &&
448                         $this->line_items[$line_no]->qty_done != 0) {
449                         return 1;
450                 }
451                 return 0;
452         }
453
454         function get_taxes($shipping_cost=null)
455         {
456                 $items = array();
457                 $prices = array();
458                 if($shipping_cost==null)
459                         $shipping_cost = $this->freight_cost;
460
461                 foreach ($this->line_items as $ln_itm) {
462                         $items[] = $ln_itm->stock_id;
463                         $prices[] = round(((
464                                 $this->trans_type==ST_SALESORDER ?      $ln_itm->quantity : $ln_itm->qty_dispatched) *
465                                 $ln_itm->line_price()* (1 - $ln_itm->discount_percent)),  user_price_dec());
466                 }
467
468                 $taxes = get_tax_for_items($items, $prices, $shipping_cost,
469                   $this->tax_group_id, $this->tax_included,  $this->tax_group_array);
470
471     // Adjustment for swiss franken, we always have 5 rappen = 1/20 franken
472     if ($this->customer_currency == 'CHF') {
473                         $val = $taxes['1']['Value'];
474                         $val1 = (floatval((intval(round(($val*20),0)))/20));
475                         $taxes['1']['Value'] = $val1;
476                 } 
477                 return $taxes;
478         }
479
480
481         function get_tax_free_shipping()
482         {
483
484                 if ($this->tax_included==0)
485                         return $this->freight_cost;
486                 else
487                         return ($this->freight_cost - $this->get_shipping_tax());
488         }
489
490         function get_shipping_tax()
491         {
492
493                 $tax_items = get_shipping_tax_as_array();
494                 $tax_rate = 0;
495                 if ($tax_items != null) {
496                         foreach ($tax_items as $item_tax) {
497                                 $index = $item_tax['tax_type_id'];
498                                 if (isset($this->tax_group_array[$index])) {
499                                         $tax_rate += $item_tax['rate'];
500                                 }
501                         }
502                 }
503                 if($this->tax_included)
504                         return round($this->freight_cost*$tax_rate/($tax_rate+100),  user_price_dec());
505                 else
506                         return round($this->freight_cost*$tax_rate/100,  user_price_dec());
507         }
508         /*
509                 Returns transaction value including all taxes
510         */
511         function get_trans_total() {
512                 
513                 $total = $this->get_items_total() + $this->freight_cost;
514                 $dec = user_price_dec();
515                 if (!$this->tax_included ) {
516                         $total += $this->get_shipping_tax();
517                         $taxes = $this->get_taxes();
518                         foreach($taxes as $tax)
519                                 $total += round($tax['Value'], $dec);
520                 }
521
522                 return $total;
523         }
524 } /* end of class defintion */
525
526 class line_details
527 {
528         var $id;
529         var $stock_id;
530         var $item_description;
531         var $units;
532         var $mb_flag;
533         var $tax_type;
534         var $tax_type_name;
535         var $src_no;    // number of src doc for this line
536         var $src_id;
537         var $price;
538         var $discount_percent;
539         
540         var $standard_cost;
541         var $descr_editable;
542
543         var $valid; // validation in constructor
544         /*
545                 Line quantity properties in various cart create modes:
546                 
547                 view:
548                 $quantity - quantity on current document
549                 $qty_done - quantity processed on all child documents
550                 $qty_dispatched - not used
551                 $qty_old - not used
552
553                 edit:
554                 $quantity - free parent quantity including this doc (= max allowed quantity)
555                 $qty_done - qty processed on child documents (= min allowed qty)
556                 $qty_dispatched - quantity currently selected to process
557                 $qty_old - quantity processed on this document before reedition 
558
559                 new child entry (view parent followed by prepare_child() call):
560                 $quantity - max allowed quantity (get from parent)
561                 $qty_done - qty processed on other child documents
562                 $qty_dispatched - quantity currently selected to process
563                 $qty_old - 0; not used
564         */
565         var $quantity;
566         var $qty_done;
567         var $qty_dispatched;
568         var $qty_old = 0;
569
570
571         function line_details ($stock_id, $qty, $prc, $disc_percent,
572                 $qty_done, $standard_cost, $description, $id=0, $src_no=0, $src_id=0)
573         {
574         /* Constructor function to add a new LineDetail object with passed params */
575
576                 $this->id = $id;
577                 $this->src_no = $src_no;
578                 $this->src_id = $src_id;
579                 $item_row = get_item($stock_id);
580
581                 if (!$item_row) 
582                         return;
583                         
584                 $this->mb_flag = $item_row["mb_flag"];
585                 $this->units = $item_row["units"];
586                 $this->descr_editable = $item_row["editable"];
587                 if ($description == null || !$this->descr_editable)
588                         $this->item_description = $item_row["description"];
589                 else
590                         $this->item_description = $description;
591                 //$this->standard_cost = $item_row["material_cost"] + $item_row["labour_cost"] + $item_row["overhead_cost"];
592                 $this->tax_type = $item_row["tax_type_id"];
593                 $this->tax_type_name = $item_row["tax_type_name"];
594                 $this->stock_id = $stock_id;
595                 $this->quantity = $qty;
596                 $this->qty_dispatched = $qty;
597                 $this->price = $prc;
598                 $this->discount_percent = $disc_percent;
599                 $this->qty_done = $qty_done;
600                 $this->standard_cost = $standard_cost;
601                 $this->valid = true;
602         }
603
604         // get unit price as stated on document
605         function line_price()
606         {
607                 return $this->price;
608         }
609 }
610
611 ?>