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