Bug 19349: Store record's creator and last modifier in record
[koha.git] / C4 / Budgets.pm
blob6c7e9460e77f431ec26875969915261420613680
1 package C4::Budgets;
3 # Copyright 2000-2002 Katipo Communications
5 # This file is part of Koha.
7 # Koha is free software; you can redistribute it and/or modify it
8 # under the terms of the GNU General Public License as published by
9 # the Free Software Foundation; either version 3 of the License, or
10 # (at your option) any later version.
12 # Koha is distributed in the hope that it will be useful, but
13 # WITHOUT ANY WARRANTY; without even the implied warranty of
14 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
15 # GNU General Public License for more details.
17 # You should have received a copy of the GNU General Public License
18 # along with Koha; if not, see <http://www.gnu.org/licenses>.
20 use strict;
21 #use warnings; FIXME - Bug 2505
22 use C4::Context;
23 use Koha::Database;
24 use Koha::Patrons;
25 use Koha::Acquisition::Invoice::Adjustments;
26 use C4::Debug;
27 use vars qw(@ISA @EXPORT);
29 BEGIN {
30 require Exporter;
31 @ISA = qw(Exporter);
32 @EXPORT = qw(
34 &GetBudget
35 &GetBudgetByOrderNumber
36 &GetBudgetByCode
37 &GetBudgets
38 &BudgetsByActivity
39 &GetBudgetsReport
40 &GetBudgetReport
41 &GetBudgetHierarchy
42 &AddBudget
43 &ModBudget
44 &DelBudget
45 &GetBudgetSpent
46 &GetBudgetOrdered
47 &GetBudgetName
48 &GetPeriodsCount
49 GetBudgetHierarchySpent
50 GetBudgetHierarchyOrdered
52 &GetBudgetUsers
53 &ModBudgetUsers
54 &CanUserUseBudget
55 &CanUserModifyBudget
57 &GetBudgetPeriod
58 &GetBudgetPeriods
59 &ModBudgetPeriod
60 &AddBudgetPeriod
61 &DelBudgetPeriod
63 &ModBudgetPlan
65 &GetBudgetsPlanCell
66 &AddBudgetPlanValue
67 &GetBudgetAuthCats
68 &BudgetHasChildren
69 &CheckBudgetParent
70 &CheckBudgetParentPerm
72 &HideCols
73 &GetCols
77 # ----------------------------BUDGETS.PM-----------------------------";
79 =head1 FUNCTIONS ABOUT BUDGETS
81 =cut
83 sub HideCols {
84 my ( $authcat, @hide_cols ) = @_;
85 my $dbh = C4::Context->dbh;
87 my $sth1 = $dbh->prepare(
88 qq|
89 UPDATE aqbudgets_planning SET display = 0
90 WHERE authcat = ?
91 AND authvalue = ? |
93 foreach my $authvalue (@hide_cols) {
94 # $sth1->{TraceLevel} = 3;
95 $sth1->execute( $authcat, $authvalue );
99 sub GetCols {
100 my ( $authcat, $authvalue ) = @_;
102 my $dbh = C4::Context->dbh;
103 my $sth = $dbh->prepare(
105 SELECT count(display) as cnt from aqbudgets_planning
106 WHERE authcat = ?
107 AND authvalue = ? and display = 0 |
110 # $sth->{TraceLevel} = 3;
111 $sth->execute( $authcat, $authvalue );
112 my $res = $sth->fetchrow_hashref;
114 return $res->{cnt} > 0 ? 0: 1
118 sub CheckBudgetParentPerm {
119 my ( $budget, $borrower_id ) = @_;
120 my $depth = $budget->{depth};
121 my $parent_id = $budget->{budget_parent_id};
122 while ($depth) {
123 my $parent = GetBudget($parent_id);
124 $parent_id = $parent->{budget_parent_id};
125 if ( $parent->{budget_owner_id} == $borrower_id ) {
126 return 1;
128 $depth--
130 return 0;
133 sub AddBudgetPeriod {
134 my ($budgetperiod) = @_;
135 return unless($budgetperiod->{budget_period_startdate} && $budgetperiod->{budget_period_enddate});
137 undef $budgetperiod->{budget_period_id};
138 my $resultset = Koha::Database->new()->schema->resultset('Aqbudgetperiod');
139 return $resultset->create($budgetperiod)->id;
141 # -------------------------------------------------------------------
142 sub GetPeriodsCount {
143 my $dbh = C4::Context->dbh;
144 my $sth = $dbh->prepare("
145 SELECT COUNT(*) AS sum FROM aqbudgetperiods ");
146 $sth->execute();
147 my $res = $sth->fetchrow_hashref;
148 return $res->{'sum'};
151 # -------------------------------------------------------------------
152 sub CheckBudgetParent {
153 my ( $new_parent, $budget ) = @_;
154 my $new_parent_id = $new_parent->{'budget_id'};
155 my $budget_id = $budget->{'budget_id'};
156 my $dbh = C4::Context->dbh;
157 my $parent_id_tmp = $new_parent_id;
159 # check new-parent is not a child (or a child's child ;)
160 my $sth = $dbh->prepare(qq|
161 SELECT budget_parent_id FROM
162 aqbudgets where budget_id = ? | );
163 while (1) {
164 $sth->execute($parent_id_tmp);
165 my $res = $sth->fetchrow_hashref;
166 if ( $res->{'budget_parent_id'} == $budget_id ) {
167 return 1;
169 if ( not defined $res->{'budget_parent_id'} ) {
170 return 0;
172 $parent_id_tmp = $res->{'budget_parent_id'};
176 # -------------------------------------------------------------------
177 sub BudgetHasChildren {
178 my ( $budget_id ) = @_;
179 my $dbh = C4::Context->dbh;
180 my $sth = $dbh->prepare(qq|
181 SELECT count(*) as sum FROM aqbudgets
182 WHERE budget_parent_id = ? | );
183 $sth->execute( $budget_id );
184 my $sum = $sth->fetchrow_hashref;
185 return $sum->{'sum'};
188 sub GetBudgetChildren {
189 my ( $budget_id ) = @_;
190 my $dbh = C4::Context->dbh;
191 return $dbh->selectall_arrayref(q|
192 SELECT * FROM aqbudgets
193 WHERE budget_parent_id = ?
194 |, { Slice => {} }, $budget_id );
197 sub SetOwnerToFundHierarchy {
198 my ( $budget_id, $borrowernumber ) = @_;
200 my $budget = GetBudget( $budget_id );
201 $budget->{budget_owner_id} = $borrowernumber;
202 ModBudget( $budget );
203 my $children = GetBudgetChildren( $budget_id );
204 for my $child ( @$children ) {
205 SetOwnerToFundHierarchy( $child->{budget_id}, $borrowernumber );
209 # -------------------------------------------------------------------
210 sub GetBudgetsPlanCell {
211 my ( $cell, $period, $budget ) = @_;
212 my ($actual, $sth);
213 my $dbh = C4::Context->dbh;
214 if ( $cell->{'authcat'} eq 'MONTHS' ) {
215 # get the actual amount
216 $sth = $dbh->prepare( qq|
218 SELECT SUM(ecost_tax_included) AS actual FROM aqorders
219 WHERE budget_id = ? AND
220 entrydate like "$cell->{'authvalue'}%" |
222 $sth->execute( $cell->{'budget_id'} );
223 } elsif ( $cell->{'authcat'} eq 'BRANCHES' ) {
224 # get the actual amount
225 $sth = $dbh->prepare( qq|
227 SELECT SUM(ecost_tax_included) FROM aqorders
228 LEFT JOIN aqorders_items
229 ON (aqorders.ordernumber = aqorders_items.ordernumber)
230 LEFT JOIN items
231 ON (aqorders_items.itemnumber = items.itemnumber)
232 WHERE budget_id = ? AND homebranch = ? | );
234 $sth->execute( $cell->{'budget_id'}, $cell->{'authvalue'} );
235 } elsif ( $cell->{'authcat'} eq 'ITEMTYPES' ) {
236 # get the actual amount
237 $sth = $dbh->prepare( qq|
239 SELECT SUM( ecost_tax_included * quantity) AS actual
240 FROM aqorders JOIN biblioitems
241 ON (biblioitems.biblionumber = aqorders.biblionumber )
242 WHERE aqorders.budget_id = ? and itemtype = ? |
244 $sth->execute( $cell->{'budget_id'},
245 $cell->{'authvalue'} );
247 # ELSE GENERIC ORDERS SORT1/SORT2 STAT COUNT.
248 else {
249 # get the actual amount
250 $sth = $dbh->prepare( qq|
252 SELECT SUM(ecost_tax_included * quantity) AS actual
253 FROM aqorders
254 JOIN aqbudgets ON (aqbudgets.budget_id = aqorders.budget_id )
255 WHERE aqorders.budget_id = ? AND
256 ((aqbudgets.sort1_authcat = ? AND sort1 =?) OR
257 (aqbudgets.sort2_authcat = ? AND sort2 =?)) |
259 $sth->execute( $cell->{'budget_id'},
260 $budget->{'sort1_authcat'},
261 $cell->{'authvalue'},
262 $budget->{'sort2_authcat'},
263 $cell->{'authvalue'}
266 $actual = $sth->fetchrow_array;
268 # get the estimated amount
269 $sth = $dbh->prepare( qq|
271 SELECT estimated_amount AS estimated, display FROM aqbudgets_planning
272 WHERE budget_period_id = ? AND
273 budget_id = ? AND
274 authvalue = ? AND
275 authcat = ? |
277 $sth->execute( $cell->{'budget_period_id'},
278 $cell->{'budget_id'},
279 $cell->{'authvalue'},
280 $cell->{'authcat'},
284 my $res = $sth->fetchrow_hashref;
285 # my $display = $res->{'display'};
286 my $estimated = $res->{'estimated'};
289 return $actual, $estimated;
292 # -------------------------------------------------------------------
293 sub ModBudgetPlan {
294 my ( $budget_plan, $budget_period_id, $authcat ) = @_;
295 my $dbh = C4::Context->dbh;
296 foreach my $buds (@$budget_plan) {
297 my $lines = $buds->{lines};
298 my $sth = $dbh->prepare( qq|
299 DELETE FROM aqbudgets_planning
300 WHERE budget_period_id = ? AND
301 budget_id = ? AND
302 authcat = ? |
304 #delete a aqplan line of cells, then insert new cells,
305 # these could be UPDATES rather than DEL/INSERTS...
306 $sth->execute( $budget_period_id, $lines->[0]{budget_id} , $authcat );
308 foreach my $cell (@$lines) {
309 my $sth = $dbh->prepare( qq|
311 INSERT INTO aqbudgets_planning
312 SET budget_id = ?,
313 budget_period_id = ?,
314 authcat = ?,
315 estimated_amount = ?,
316 authvalue = ? |
318 $sth->execute(
319 $cell->{'budget_id'},
320 $cell->{'budget_period_id'},
321 $cell->{'authcat'},
322 $cell->{'estimated_amount'},
323 $cell->{'authvalue'},
329 # -------------------------------------------------------------------
330 sub GetBudgetSpent {
331 my ($budget_id) = @_;
332 my $dbh = C4::Context->dbh;
333 # unitprice_tax_included should always been set here
334 # we should not need to retrieve ecost_tax_included
335 my $sth = $dbh->prepare(qq|
336 SELECT SUM( COALESCE(unitprice_tax_included, ecost_tax_included) * quantity ) AS sum FROM aqorders
337 WHERE budget_id = ? AND
338 quantityreceived > 0 AND
339 datecancellationprinted IS NULL
341 $sth->execute($budget_id);
342 my $sum = 0 + $sth->fetchrow_array;
344 $sth = $dbh->prepare(qq|
345 SELECT SUM(shipmentcost) AS sum
346 FROM aqinvoices
347 WHERE shipmentcost_budgetid = ?
350 $sth->execute($budget_id);
351 my ($shipmentcost_sum) = $sth->fetchrow_array;
352 $sum += $shipmentcost_sum;
354 my $adjustments = Koha::Acquisition::Invoice::Adjustments->search({budget_id => $budget_id, closedate => { '!=' => undef } },{ join => 'invoiceid' });
355 while ( my $adj = $adjustments->next ){
356 $sum += $adj->adjustment;
359 return $sum;
362 # -------------------------------------------------------------------
363 sub GetBudgetOrdered {
364 my ($budget_id) = @_;
365 my $dbh = C4::Context->dbh;
366 my $sth = $dbh->prepare(qq|
367 SELECT SUM(ecost_tax_included * quantity) AS sum FROM aqorders
368 WHERE budget_id = ? AND
369 quantityreceived = 0 AND
370 datecancellationprinted IS NULL
372 $sth->execute($budget_id);
373 my $sum = 0 + $sth->fetchrow_array;
375 my $adjustments = Koha::Acquisition::Invoice::Adjustments->search({budget_id => $budget_id, encumber_open => 1, closedate => undef},{ join => 'invoiceid' });
376 while ( my $adj = $adjustments->next ){
377 $sum += $adj->adjustment;
380 return $sum;
383 =head2 GetBudgetName
385 my $budget_name = &GetBudgetName($budget_id);
387 get the budget_name for a given budget_id
389 =cut
391 sub GetBudgetName {
392 my ( $budget_id ) = @_;
393 my $dbh = C4::Context->dbh;
394 my $sth = $dbh->prepare(
396 SELECT budget_name
397 FROM aqbudgets
398 WHERE budget_id = ?
401 $sth->execute($budget_id);
402 return $sth->fetchrow_array;
405 =head2 GetBudgetAuthCats
407 my $auth_cats = &GetBudgetAuthCats($budget_period_id);
409 Return the list of authcat for a given budget_period_id
411 =cut
413 sub GetBudgetAuthCats {
414 my ($budget_period_id) = shift;
415 # now, populate the auth_cats_loop used in the budget planning button
416 # we must retrieve all auth values used by at least one budget
417 my $dbh = C4::Context->dbh;
418 my $sth=$dbh->prepare("SELECT sort1_authcat,sort2_authcat FROM aqbudgets WHERE budget_period_id=?");
419 $sth->execute($budget_period_id);
420 my %authcats;
421 while (my ($sort1_authcat,$sort2_authcat) = $sth->fetchrow) {
422 $authcats{$sort1_authcat}=1 if $sort1_authcat;
423 $authcats{$sort2_authcat}=1 if $sort2_authcat;
425 return [ sort keys %authcats ];
428 # -------------------------------------------------------------------
429 sub GetBudgetPeriods {
430 my ($filters,$orderby) = @_;
432 my $rs = Koha::Database->new()->schema->resultset('Aqbudgetperiod');
433 $rs = $rs->search( $filters, { order_by => $orderby } );
434 $rs->result_class('DBIx::Class::ResultClass::HashRefInflator');
435 return [ $rs->all ];
437 # -------------------------------------------------------------------
438 sub GetBudgetPeriod {
439 my ($budget_period_id) = @_;
440 my $dbh = C4::Context->dbh;
441 ## $total = number of records linked to the record that must be deleted
442 my $total = 0;
443 ## get information about the record that will be deleted
444 my $sth;
445 if ($budget_period_id) {
446 $sth = $dbh->prepare( qq|
447 SELECT *
448 FROM aqbudgetperiods
449 WHERE budget_period_id=? |
451 $sth->execute($budget_period_id);
452 } else { # ACTIVE BUDGET
453 $sth = $dbh->prepare(qq|
454 SELECT *
455 FROM aqbudgetperiods
456 WHERE budget_period_active=1 |
458 $sth->execute();
460 my $data = $sth->fetchrow_hashref;
461 return $data;
464 sub DelBudgetPeriod{
465 my ($budget_period_id) = @_;
466 my $dbh = C4::Context->dbh;
467 ; ## $total = number of records linked to the record that must be deleted
468 my $total = 0;
470 ## get information about the record that will be deleted
471 my $sth = $dbh->prepare(qq|
472 DELETE
473 FROM aqbudgetperiods
474 WHERE budget_period_id=? |
476 return $sth->execute($budget_period_id);
479 # -------------------------------------------------------------------
480 sub ModBudgetPeriod {
481 my ($budget_period) = @_;
482 my $result = Koha::Database->new()->schema->resultset('Aqbudgetperiod')->find($budget_period);
483 return unless($result);
485 $result = $result->update($budget_period);
486 return $result->in_storage;
489 # -------------------------------------------------------------------
490 sub GetBudgetHierarchy {
491 my ( $budget_period_id, $branchcode, $owner ) = @_;
492 my @bind_params;
493 my $dbh = C4::Context->dbh;
494 my $query = qq|
495 SELECT aqbudgets.*, aqbudgetperiods.budget_period_active, aqbudgetperiods.budget_period_description,
496 b.firstname as budget_owner_firstname, b.surname as budget_owner_surname, b.borrowernumber as budget_owner_borrowernumber
497 FROM aqbudgets
498 LEFT JOIN borrowers b on b.borrowernumber = aqbudgets.budget_owner_id
499 JOIN aqbudgetperiods USING (budget_period_id)|;
501 my @where_strings;
502 # show only period X if requested
503 if ($budget_period_id) {
504 push @where_strings," aqbudgets.budget_period_id = ?";
505 push @bind_params, $budget_period_id;
507 # show only budgets owned by me, my branch or everyone
508 if ($owner) {
509 if ($branchcode) {
510 push @where_strings,
511 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="")))};
512 push @bind_params, ( $owner, $branchcode );
513 } else {
514 push @where_strings, ' (budget_owner_id = ? OR budget_owner_id IS NULL or budget_owner_id ="") ';
515 push @bind_params, $owner;
517 } else {
518 if ($branchcode) {
519 push @where_strings," (budget_branchcode =? or budget_branchcode is NULL OR budget_branchcode='')";
520 push @bind_params, $branchcode;
523 $query.=" WHERE ".join(' AND ', @where_strings) if @where_strings;
524 $debug && warn $query,join(",",@bind_params);
525 my $sth = $dbh->prepare($query);
526 $sth->execute(@bind_params);
528 my %links;
529 # create hash with budget_id has key
530 while ( my $data = $sth->fetchrow_hashref ) {
531 $links{ $data->{'budget_id'} } = $data;
534 # link child to parent
535 my @first_parents;
536 foreach my $budget ( sort { $a->{budget_code} cmp $b->{budget_code} } values %links ) {
537 my $child = $links{$budget->{budget_id}};
538 if ( $child->{'budget_parent_id'} ) {
539 my $parent = $links{ $child->{'budget_parent_id'} };
540 if ($parent) {
541 unless ( $parent->{'children'} ) {
542 # init child arrayref
543 $parent->{'children'} = [];
545 # add as child
546 push @{ $parent->{'children'} }, $child;
548 } else {
549 push @first_parents, $child;
553 my @sort = ();
554 foreach my $first_parent (@first_parents) {
555 _add_budget_children(\@sort, $first_parent, 0);
558 # Get all the budgets totals in as few queries as possible
559 my $hr_budget_spent = $dbh->selectall_hashref(q|
560 SELECT aqorders.budget_id, aqbudgets.budget_parent_id,
561 SUM( COALESCE(unitprice_tax_included, ecost_tax_included) * quantity ) AS budget_spent
562 FROM aqorders JOIN aqbudgets USING (budget_id)
563 WHERE quantityreceived > 0 AND datecancellationprinted IS NULL
564 GROUP BY budget_id, budget_parent_id
565 |, 'budget_id');
566 my $hr_budget_ordered = $dbh->selectall_hashref(q|
567 SELECT aqorders.budget_id, aqbudgets.budget_parent_id,
568 SUM(ecost_tax_included * quantity) AS budget_ordered
569 FROM aqorders JOIN aqbudgets USING (budget_id)
570 WHERE quantityreceived = 0 AND datecancellationprinted IS NULL
571 GROUP BY budget_id, budget_parent_id
572 |, 'budget_id');
573 my $hr_budget_spent_shipment = $dbh->selectall_hashref(q|
574 SELECT shipmentcost_budgetid as budget_id,
575 SUM(shipmentcost) as shipmentcost
576 FROM aqinvoices
577 WHERE closedate IS NOT NULL
578 GROUP BY shipmentcost_budgetid
579 |, 'budget_id');
580 my $hr_budget_ordered_shipment = $dbh->selectall_hashref(q|
581 SELECT shipmentcost_budgetid as budget_id,
582 SUM(shipmentcost) as shipmentcost
583 FROM aqinvoices
584 WHERE closedate IS NULL
585 GROUP BY shipmentcost_budgetid
586 |, 'budget_id');
589 foreach my $budget (@sort) {
590 if ( not defined $budget->{budget_parent_id} ) {
591 _recursiveAdd( $budget, undef, $hr_budget_spent, $hr_budget_spent_shipment, $hr_budget_ordered, $hr_budget_ordered_shipment );
594 return \@sort;
597 sub _recursiveAdd {
598 my ($budget, $parent, $hr_budget_spent, $hr_budget_spent_shipment, $hr_budget_ordered, $hr_budget_ordered_shipment ) = @_;
600 foreach my $child (@{$budget->{children}}){
601 _recursiveAdd($child, $budget, $hr_budget_spent, $hr_budget_spent_shipment, $hr_budget_ordered, $hr_budget_ordered_shipment );
604 $budget->{budget_spent} += $hr_budget_spent->{$budget->{budget_id}}->{budget_spent};
605 $budget->{budget_spent} += $hr_budget_spent_shipment->{$budget->{budget_id}}->{shipmentcost};
606 $budget->{budget_ordered} += $hr_budget_ordered->{$budget->{budget_id}}->{budget_ordered};
607 $budget->{budget_ordered} += $hr_budget_ordered_shipment->{$budget->{budget_id}}->{shipmentcost};
609 $budget->{total_spent} += $budget->{budget_spent};
610 $budget->{total_ordered} += $budget->{budget_ordered};
612 if ($parent) {
613 $parent->{total_spent} += $budget->{total_spent};
614 $parent->{total_ordered} += $budget->{total_ordered};
618 # Recursive method to add a budget and its chidren to an array
619 sub _add_budget_children {
620 my $res = shift;
621 my $budget = shift;
622 $budget->{budget_level} = shift;
623 push @$res, $budget;
624 my $children = $budget->{'children'} || [];
625 return unless @$children; # break recursivity
626 foreach my $child (@$children) {
627 _add_budget_children($res, $child, $budget->{budget_level} + 1);
631 # -------------------------------------------------------------------
633 sub AddBudget {
634 my ($budget) = @_;
635 return unless ($budget);
637 undef $budget->{budget_encumb} if $budget->{budget_encumb} eq '';
638 undef $budget->{budget_owner_id} if $budget->{budget_owner_id} eq '';
639 my $resultset = Koha::Database->new()->schema->resultset('Aqbudget');
640 return $resultset->create($budget)->id;
643 # -------------------------------------------------------------------
644 sub ModBudget {
645 my ($budget) = @_;
646 my $result = Koha::Database->new()->schema->resultset('Aqbudget')->find($budget);
647 return unless($result);
649 undef $budget->{budget_encumb} if $budget->{budget_encumb} eq '';
650 undef $budget->{budget_owner_id} if $budget->{budget_owner_id} eq '';
651 $result = $result->update($budget);
652 return $result->in_storage;
655 # -------------------------------------------------------------------
656 sub DelBudget {
657 my ($budget_id) = @_;
658 my $dbh = C4::Context->dbh;
659 my $sth = $dbh->prepare("delete from aqbudgets where budget_id=?");
660 my $rc = $sth->execute($budget_id);
661 return $rc;
665 # -------------------------------------------------------------------
667 =head2 GetBudget
669 &GetBudget($budget_id);
671 get a specific budget
673 =cut
675 sub GetBudget {
676 my ( $budget_id ) = @_;
677 my $dbh = C4::Context->dbh;
678 my $query = "
679 SELECT *
680 FROM aqbudgets
681 WHERE budget_id=?
683 my $sth = $dbh->prepare($query);
684 $sth->execute( $budget_id );
685 my $result = $sth->fetchrow_hashref;
686 return $result;
689 # -------------------------------------------------------------------
691 =head2 GetBudgetByOrderNumber
693 &GetBudgetByOrderNumber($ordernumber);
695 get a specific budget by order number
697 =cut
699 sub GetBudgetByOrderNumber {
700 my ( $ordernumber ) = @_;
701 my $dbh = C4::Context->dbh;
702 my $query = "
703 SELECT aqbudgets.*
704 FROM aqbudgets, aqorders
705 WHERE ordernumber=?
706 AND aqorders.budget_id = aqbudgets.budget_id
708 my $sth = $dbh->prepare($query);
709 $sth->execute( $ordernumber );
710 my $result = $sth->fetchrow_hashref;
711 return $result;
714 =head2 GetBudgetReport
716 &GetBudgetReport( [$budget_id] );
718 Get all orders for a specific budget, without cancelled orders.
720 Returns an array of hashrefs.
722 =cut
724 # --------------------------------------------------------------------
725 sub GetBudgetReport {
726 my ( $budget_id ) = @_;
727 my $dbh = C4::Context->dbh;
728 my $query = '
729 SELECT o.*, b.budget_name
730 FROM aqbudgets b
731 INNER JOIN aqorders o
732 ON b.budget_id = o.budget_id
733 WHERE b.budget_id=?
734 AND (o.orderstatus != "cancelled")
735 ORDER BY b.budget_name';
737 my $sth = $dbh->prepare($query);
738 $sth->execute( $budget_id );
740 my @results = ();
741 while ( my $data = $sth->fetchrow_hashref ) {
742 push( @results, $data );
744 return @results;
747 =head2 GetBudgetsByActivity
749 &GetBudgetsByActivity( $budget_period_active );
751 Get all active or inactive budgets, depending of the value
752 of the parameter.
754 1 = active
755 0 = inactive
757 =cut
759 # --------------------------------------------------------------------
760 sub GetBudgetsByActivity {
761 my ( $budget_period_active ) = @_;
762 my $dbh = C4::Context->dbh;
763 my $query = "
764 SELECT DISTINCT b.*
765 FROM aqbudgetperiods bp
766 INNER JOIN aqbudgets b
767 ON bp.budget_period_id = b.budget_period_id
768 WHERE bp.budget_period_active=?
770 my $sth = $dbh->prepare($query);
771 $sth->execute( $budget_period_active );
772 my @results = ();
773 while ( my $data = $sth->fetchrow_hashref ) {
774 push( @results, $data );
776 return @results;
778 # --------------------------------------------------------------------
780 =head2 GetBudgetsReport
782 &GetBudgetsReport( [$activity] );
784 Get all but cancelled orders for all funds.
786 If the optionnal activity parameter is passed, returns orders for active/inactive budgets only.
788 active = 1
789 inactive = 0
791 Returns an array of hashrefs.
793 =cut
795 sub GetBudgetsReport {
796 my ($activity) = @_;
797 my $dbh = C4::Context->dbh;
798 my $query = '
799 SELECT o.*, b.budget_name
800 FROM aqbudgetperiods bp
801 INNER JOIN aqbudgets b
802 ON bp.budget_period_id = b.budget_period_id
803 INNER JOIN aqorders o
804 ON b.budget_id = o.budget_id ';
805 if($activity ne ''){
806 $query .= 'WHERE bp.budget_period_active=? ';
808 $query .= 'AND (o.orderstatus != "cancelled")
809 ORDER BY b.budget_name';
811 my $sth = $dbh->prepare($query);
812 if($activity ne ''){
813 $sth->execute($activity);
815 else{
816 $sth->execute;
818 my @results = ();
819 while ( my $data = $sth->fetchrow_hashref ) {
820 push( @results, $data );
822 return @results;
825 =head2 GetBudgetByCode
827 my $budget = &GetBudgetByCode($budget_code);
829 Retrieve all aqbudgets fields as a hashref for the budget that has
830 given budget_code
832 =cut
834 sub GetBudgetByCode {
835 my ( $budget_code ) = @_;
837 my $dbh = C4::Context->dbh;
838 my $query = qq{
839 SELECT aqbudgets.*
840 FROM aqbudgets
841 JOIN aqbudgetperiods USING (budget_period_id)
842 WHERE budget_code = ?
843 ORDER BY budget_period_active DESC, budget_id DESC
844 LIMIT 1
846 my $sth = $dbh->prepare( $query );
847 $sth->execute( $budget_code );
848 return $sth->fetchrow_hashref;
851 =head2 GetBudgetHierarchySpent
853 my $spent = GetBudgetHierarchySpent( $budget_id );
855 Gets the total spent of the level and sublevels of $budget_id
857 =cut
859 sub GetBudgetHierarchySpent {
860 my ( $budget_id ) = @_;
861 my $dbh = C4::Context->dbh;
862 my $children_ids = $dbh->selectcol_arrayref(q|
863 SELECT budget_id
864 FROM aqbudgets
865 WHERE budget_parent_id = ?
866 |, {}, $budget_id );
868 my $total_spent = GetBudgetSpent( $budget_id );
869 for my $child_id ( @$children_ids ) {
870 $total_spent += GetBudgetHierarchySpent( $child_id );
872 return $total_spent;
875 =head2 GetBudgetHierarchyOrdered
877 my $ordered = GetBudgetHierarchyOrdered( $budget_id );
879 Gets the total ordered of the level and sublevels of $budget_id
881 =cut
883 sub GetBudgetHierarchyOrdered {
884 my ( $budget_id ) = @_;
885 my $dbh = C4::Context->dbh;
886 my $children_ids = $dbh->selectcol_arrayref(q|
887 SELECT budget_id
888 FROM aqbudgets
889 WHERE budget_parent_id = ?
890 |, {}, $budget_id );
892 my $total_ordered = GetBudgetOrdered( $budget_id );
893 for my $child_id ( @$children_ids ) {
894 $total_ordered += GetBudgetHierarchyOrdered( $child_id );
896 return $total_ordered;
899 =head2 GetBudgets
901 &GetBudgets($filter, $order_by);
903 gets all budgets
905 =cut
907 # -------------------------------------------------------------------
908 sub GetBudgets {
909 my ($filters, $orderby) = @_;
910 $orderby = 'budget_name' unless($orderby);
912 my $rs = Koha::Database->new()->schema->resultset('Aqbudget');
913 $rs = $rs->search( $filters, { order_by => $orderby } );
914 $rs->result_class('DBIx::Class::ResultClass::HashRefInflator');
915 return [ $rs->all ];
918 =head2 GetBudgetUsers
920 my @borrowernumbers = &GetBudgetUsers($budget_id);
922 Return the list of borrowernumbers linked to a budget
924 =cut
926 sub GetBudgetUsers {
927 my ($budget_id) = @_;
929 my $dbh = C4::Context->dbh;
930 my $query = qq{
931 SELECT borrowernumber
932 FROM aqbudgetborrowers
933 WHERE budget_id = ?
935 my $sth = $dbh->prepare($query);
936 $sth->execute($budget_id);
938 my @borrowernumbers;
939 while (my ($borrowernumber) = $sth->fetchrow_array) {
940 push @borrowernumbers, $borrowernumber
943 return @borrowernumbers;
946 =head2 ModBudgetUsers
948 &ModBudgetUsers($budget_id, @borrowernumbers);
950 Modify the list of borrowernumbers linked to a budget
952 =cut
954 sub ModBudgetUsers {
955 my ($budget_id, @budget_users_id) = @_;
957 return unless $budget_id;
959 my $dbh = C4::Context->dbh;
960 my $query = "DELETE FROM aqbudgetborrowers WHERE budget_id = ?";
961 my $sth = $dbh->prepare($query);
962 $sth->execute($budget_id);
964 $query = qq{
965 INSERT INTO aqbudgetborrowers (budget_id, borrowernumber)
966 VALUES (?,?)
968 $sth = $dbh->prepare($query);
969 foreach my $borrowernumber (@budget_users_id) {
970 next unless $borrowernumber;
971 $sth->execute($budget_id, $borrowernumber);
975 sub CanUserUseBudget {
976 my ($borrower, $budget, $userflags) = @_;
978 if (not ref $borrower) {
979 $borrower = Koha::Patrons->find( $borrower );
980 return 0 unless $borrower;
981 $borrower = $borrower->unblessed;
983 if (not ref $budget) {
984 $budget = GetBudget($budget);
987 return 0 unless ($borrower and $budget);
989 if (not defined $userflags) {
990 $userflags = C4::Auth::getuserflags($borrower->{flags},
991 $borrower->{userid});
994 unless ($userflags->{superlibrarian}
995 || (ref $userflags->{acquisition}
996 && $userflags->{acquisition}->{budget_manage_all})
997 || (!ref $userflags->{acquisition} && $userflags->{acquisition}))
999 if (not exists $userflags->{acquisition}) {
1000 return 0;
1003 if (!ref $userflags->{acquisition} && !$userflags->{acquisition}) {
1004 return 0;
1007 # Budget restricted to owner
1008 if ( $budget->{budget_permission} == 1 ) {
1009 if ( $budget->{budget_owner_id}
1010 and $budget->{budget_owner_id} != $borrower->{borrowernumber} )
1012 return 0;
1016 # Budget restricted to owner, users and library
1017 elsif ( $budget->{budget_permission} == 2 ) {
1018 my @budget_users = GetBudgetUsers( $budget->{budget_id} );
1020 if (
1022 $budget->{budget_owner_id}
1023 and $budget->{budget_owner_id} !=
1024 $borrower->{borrowernumber}
1025 or not $budget->{budget_owner_id}
1027 and ( 0 == grep { $borrower->{borrowernumber} == $_ }
1028 @budget_users )
1029 and defined $budget->{budget_branchcode}
1030 and $budget->{budget_branchcode} ne
1031 C4::Context->userenv->{branch}
1034 return 0;
1038 # Budget restricted to owner and users
1039 elsif ( $budget->{budget_permission} == 3 ) {
1040 my @budget_users = GetBudgetUsers( $budget->{budget_id} );
1041 if (
1043 $budget->{budget_owner_id}
1044 and $budget->{budget_owner_id} !=
1045 $borrower->{borrowernumber}
1046 or not $budget->{budget_owner_id}
1048 and ( 0 == grep { $borrower->{borrowernumber} == $_ }
1049 @budget_users )
1052 return 0;
1057 return 1;
1060 sub CanUserModifyBudget {
1061 my ($borrower, $budget, $userflags) = @_;
1063 if (not ref $borrower) {
1064 $borrower = Koha::Patrons->find( $borrower );
1065 return 0 unless $borrower;
1066 $borrower = $borrower->unblessed;
1068 if (not ref $budget) {
1069 $budget = GetBudget($budget);
1072 return 0 unless ($borrower and $budget);
1074 if (not defined $userflags) {
1075 $userflags = C4::Auth::getuserflags($borrower->{flags},
1076 $borrower->{userid});
1079 unless ($userflags->{superlibrarian}
1080 || (ref $userflags->{acquisition}
1081 && $userflags->{acquisition}->{budget_manage_all})
1082 || (!ref $userflags->{acquisition} && $userflags->{acquisition}))
1084 if (!CanUserUseBudget($borrower, $budget, $userflags)) {
1085 return 0;
1088 if (ref $userflags->{acquisition}
1089 && !$userflags->{acquisition}->{budget_modify}) {
1090 return 0;
1094 return 1;
1097 sub _round {
1098 my ($value, $increment) = @_;
1100 if ($increment && $increment != 0) {
1101 $value = int($value / $increment) * $increment;
1104 return $value;
1107 =head2 CloneBudgetPeriod
1109 my $new_budget_period_id = CloneBudgetPeriod({
1110 budget_period_id => $budget_period_id,
1111 budget_period_startdate => $budget_period_startdate,
1112 budget_period_enddate => $budget_period_enddate,
1113 mark_original_budget_as_inactive => 1n
1114 reset_all_budgets => 1,
1117 Clone a budget period with all budgets.
1118 If the mark_origin_budget_as_inactive is set (0 by default),
1119 the original budget will be marked as inactive.
1121 If the reset_all_budgets is set (0 by default), all budget (fund)
1122 amounts will be reset.
1124 =cut
1126 sub CloneBudgetPeriod {
1127 my ($params) = @_;
1128 my $budget_period_id = $params->{budget_period_id};
1129 my $budget_period_startdate = $params->{budget_period_startdate};
1130 my $budget_period_enddate = $params->{budget_period_enddate};
1131 my $budget_period_description = $params->{budget_period_description};
1132 my $amount_change_percentage = $params->{amount_change_percentage};
1133 my $amount_change_round_increment = $params->{amount_change_round_increment};
1134 my $mark_original_budget_as_inactive =
1135 $params->{mark_original_budget_as_inactive} || 0;
1136 my $reset_all_budgets = $params->{reset_all_budgets} || 0;
1138 my $budget_period = GetBudgetPeriod($budget_period_id);
1140 $budget_period->{budget_period_startdate} = $budget_period_startdate;
1141 $budget_period->{budget_period_enddate} = $budget_period_enddate;
1142 $budget_period->{budget_period_description} = $budget_period_description;
1143 # The new budget (budget_period) should be active by default
1144 $budget_period->{budget_period_active} = 1;
1146 if ($amount_change_percentage) {
1147 my $total = $budget_period->{budget_period_total};
1148 $total += $total * $amount_change_percentage / 100;
1149 $total = _round($total, $amount_change_round_increment);
1150 $budget_period->{budget_period_total} = $total;
1153 my $original_budget_period_id = $budget_period->{budget_period_id};
1154 delete $budget_period->{budget_period_id};
1155 my $new_budget_period_id = AddBudgetPeriod( $budget_period );
1157 my $budgets = GetBudgetHierarchy($budget_period_id);
1158 CloneBudgetHierarchy(
1160 budgets => $budgets,
1161 new_budget_period_id => $new_budget_period_id
1165 if ($mark_original_budget_as_inactive) {
1166 ModBudgetPeriod(
1168 budget_period_id => $budget_period_id,
1169 budget_period_active => 0,
1174 if ( $reset_all_budgets ) {
1175 my $budgets = GetBudgets({ budget_period_id => $new_budget_period_id });
1176 for my $budget ( @$budgets ) {
1177 $budget->{budget_amount} = 0;
1178 ModBudget( $budget );
1180 } elsif ($amount_change_percentage) {
1181 my $budgets = GetBudgets({ budget_period_id => $new_budget_period_id });
1182 for my $budget ( @$budgets ) {
1183 my $amount = $budget->{budget_amount};
1184 $amount += $amount * $amount_change_percentage / 100;
1185 $amount = _round($amount, $amount_change_round_increment);
1186 $budget->{budget_amount} = $amount;
1187 ModBudget( $budget );
1191 return $new_budget_period_id;
1194 =head2 CloneBudgetHierarchy
1196 CloneBudgetHierarchy({
1197 budgets => $budgets,
1198 new_budget_period_id => $new_budget_period_id;
1201 Clone a budget hierarchy.
1203 =cut
1205 sub CloneBudgetHierarchy {
1206 my ($params) = @_;
1207 my $budgets = $params->{budgets};
1208 my $new_budget_period_id = $params->{new_budget_period_id};
1209 next unless @$budgets or $new_budget_period_id;
1211 my $children_of = $params->{children_of};
1212 my $new_parent_id = $params->{new_parent_id};
1214 my @first_level_budgets =
1215 ( not defined $children_of )
1216 ? map { ( not $_->{budget_parent_id} ) ? $_ : () } @$budgets
1217 : map { ( $_->{budget_parent_id} == $children_of ) ? $_ : () } @$budgets;
1219 # get only the columns of aqbudgets
1220 my @columns = Koha::Database->new()->schema->source('Aqbudget')->columns;
1222 for my $budget ( sort { $a->{budget_id} <=> $b->{budget_id} }
1223 @first_level_budgets )
1226 my $tidy_budget =
1227 { map { join( ' ', @columns ) =~ /$_/ ? ( $_ => $budget->{$_} ) : () }
1228 keys %$budget };
1229 delete $tidy_budget->{timestamp};
1230 my $new_budget_id = AddBudget(
1232 %$tidy_budget,
1233 budget_id => undef,
1234 budget_parent_id => $new_parent_id,
1235 budget_period_id => $new_budget_period_id
1238 CloneBudgetHierarchy(
1240 budgets => $budgets,
1241 new_budget_period_id => $new_budget_period_id,
1242 children_of => $budget->{budget_id},
1243 new_parent_id => $new_budget_id
1249 =head2 MoveOrders
1251 my $report = MoveOrders({
1252 from_budget_period_id => $from_budget_period_id,
1253 to_budget_period_id => $to_budget_period_id,
1256 Move orders from one budget period to another.
1258 =cut
1260 sub MoveOrders {
1261 my ($params) = @_;
1262 my $from_budget_period_id = $params->{from_budget_period_id};
1263 my $to_budget_period_id = $params->{to_budget_period_id};
1264 my $move_remaining_unspent = $params->{move_remaining_unspent};
1265 return
1266 if not $from_budget_period_id
1267 or not $to_budget_period_id
1268 or $from_budget_period_id == $to_budget_period_id;
1270 # Can't move orders to an inactive budget (budgetperiod)
1271 my $budget_period = GetBudgetPeriod($to_budget_period_id);
1272 return unless $budget_period->{budget_period_active};
1274 my @report;
1275 my $dbh = C4::Context->dbh;
1276 my $sth_update_aqorders = $dbh->prepare(
1278 UPDATE aqorders
1279 SET budget_id = ?
1280 WHERE ordernumber = ?
1283 my $sth_update_budget_amount = $dbh->prepare(
1285 UPDATE aqbudgets
1286 SET budget_amount = ?
1287 WHERE budget_id = ?
1290 my $from_budgets = GetBudgetHierarchy($from_budget_period_id);
1291 for my $from_budget (@$from_budgets) {
1292 my $new_budget_id = $dbh->selectcol_arrayref(
1294 SELECT budget_id
1295 FROM aqbudgets
1296 WHERE budget_period_id = ?
1297 AND budget_code = ?
1298 |, {}, $to_budget_period_id, $from_budget->{budget_code}
1300 $new_budget_id = $new_budget_id->[0];
1301 my $new_budget = GetBudget( $new_budget_id );
1302 unless ( $new_budget ) {
1303 push @report,
1305 moved => 0,
1306 budget => $from_budget,
1307 error => 'budget_code_not_exists',
1309 next;
1311 my $orders_to_move = C4::Acquisition::SearchOrders(
1313 budget_id => $from_budget->{budget_id},
1314 pending => 1,
1318 my @orders_moved;
1319 for my $order (@$orders_to_move) {
1320 $sth_update_aqorders->execute( $new_budget->{budget_id}, $order->{ordernumber} );
1321 push @orders_moved, $order;
1324 my $unspent_moved = 0;
1325 if ($move_remaining_unspent) {
1326 my $spent = GetBudgetHierarchySpent( $from_budget->{budget_id} );
1327 my $unspent = $from_budget->{budget_amount} - $spent;
1328 my $new_budget_amount = $new_budget->{budget_amount};
1329 if ( $unspent > 0 ) {
1330 $new_budget_amount += $unspent;
1331 $unspent_moved = $unspent;
1333 $new_budget->{budget_amount} = $new_budget_amount;
1334 $sth_update_budget_amount->execute( $new_budget_amount,
1335 $new_budget->{budget_id} );
1338 push @report,
1340 budget => $new_budget,
1341 orders_moved => \@orders_moved,
1342 moved => 1,
1343 unspent_moved => $unspent_moved,
1346 return \@report;
1349 END { } # module clean-up code here (global destructor)
1352 __END__
1354 =head1 AUTHOR
1356 Koha Development Team <http://koha-community.org/>
1358 =cut