SYNOPSIS
This module provides some administrative functionsCOPYRIGHT
#==================================================================== # LedgerSMB # Small Medium Business Accounting software # http://www.ledgersmb.org/ # # Copyright (C) 2006 # This work contains copyrighted information from a number of sources # all used with permission. # # This file contains source code included with or based on SQL-Ledger # which is Copyright Dieter Simader and DWS Systems Inc. 2000-2005 # and licensed under the GNU General Public License version 2 or, at # your option, any later version. For a full list including contact # information of contributors, maintainers, and copyright holders, # see the CONTRIBUTORS file. # # Original Copyright Notice from SQL-Ledger 2.6.17 (before the fork): # Copyright (C) 2000 # # Author: DWS Systems Inc. # Web: http://www.sql-ledger.org # # Contributors: Jim Rawlings <[email protected]> # #==================================================================== # # This file has undergone whitespace cleanup. # #==================================================================== # # Administration module # Chart of Accounts # template routines # preferences # #====================================================================
METHODS
- AM->get_account($myconfig, $form);
-
Populates the $form attributes accno, description, charttype, gifi_accno,
category, link, and contra with details about the account that has the id
$form->{id}. If there are no acc_trans entries that refer to that account,
$form->{orphaned} is made true, otherwise $form->{orphaned} is set to false.
Also populates 'inventory_accno_id', 'income_accno_id', 'expense_accno_id', 'fxgain_accno_id', and 'fxloss_accno_id' with the values from defaults.
$myconfig is unused.
- AM->delete_account($myconfig, $form);
-
Deletes the account with the id $form->{id}. Calls $form->error if there are
any acc_trans entries that reference it. If any parts have that account for
an inventory, income, or COGS (expense) account, switch the part to using the
default account for that type. Also deletes all tax, partstax, customertax, and
vendortax table entries for the account.
$myconfig is unused.
- AM->gifi_accounts($myconfig, $form);
-
Populates the list referred to as $form->{ALL} with hashes of gifi numbers and
descriptions in order of the GIFI number. The GIFI number referred to as
'accno'.
$myconfig is not used.
- AM->get_gifi($myconfig, $form);
-
Sets $form->{description} to the description of the GIFI number $form->{accno}.
Sets $form->{orphaned} to true if there are no entries in acc_trans that refer
to this GIFI and to false otherwise.
$myconfig is not used.
- AM->save_gifi($myconfig, $form);
-
Adds or updates a GIFI record. If $form->{id} is set, update the gifi record
that has that as an account number. The new values for an added or updated
record are stored in $form->{accno} and $form->{description}.
$myconfig is not used.
- AM->delete_gifi($myconfig, $form);
-
Deletes the gifi record with the GIFI number $form->{id}.
$myconfig is not used.
- AM->warehouses($myconfig, $form);
-
Populates the list referred to as $form->{ALL} with hashes describing
warehouses, ordered according to the logic of $form->sort_order. Each hash has
an id and a description element.
$myconfig is not used.
- AM->get_warehouse($myconfig, $form);
-
Sets $form->{description} to the name of the warehouse $form->{id}. If no
inventory is currently linked to the warehouse, set $form->{orphaned} to true,
otherwise $form->{orphaned} is false.
$myconfig is not used.
- AM->save_warehouse($myconfig, $form);
-
Add or update a warehouse. If $form->{id} is set, that warehouse is updated
instead of adding a new warehouse. In both cases, the description of the
warehouse is set to $form->{description}.
$myconfig is not used.
- AM->delete_warehouse($myconfig, $form);
-
Deletes the warehouse with the id $form->{id}.
$myconfig is not used.
- AM->departments($myconfig, $form);
-
Populate the list referred to as $form->{ALL} with hashes of details about
departments. The hashes all contain the id, description, and role of the
department and are ordered by the description.
$myconfig is unused.
- AM->get_department($myconfig, $form);
-
Fills $form->{description} and $form->{role} with details about the department
with the id value of $form->{id}. If the department has not been used as part
of a transaction referred to in dpt_trans, set $form->{orphaned} to true,
otherwise it is set to false.
$myconfig is unused.
- AM->save_department($myconfig, $form);
-
Add or update a department record. If $form->{id} is set, the department with
that id is updated, otherwise a new department is added. The department role
(either 'C' for cost centres or 'P' for profit centres) and description is
taken from the $form attributes 'role' and 'description'.
$myconfig is unused.
- AM->delete_department($myconfig, $form)
-
Deletes the department with an id of $form->{id}.
$myconfig is unused.
- AM->business($myconfig, $form);
-
Populates the list referred to as $form->{ALL} with hashes containing details
about all known types of business. Each hash contains the id, description, and
discount for businesses of this type. The discount is represented in numeric
form, such that a 10% discount is stored and retrieved as 0.1. The hashes are
sorted by the business description.
$myconfig is unused.
- AM->get_business($myconfig, $form);
-
Places the description and discount for the business with an id of $form->{id}
into $form->{description} and $form->{discount}.
$myconfig is unused.
- AM->save_business($myconfig, $form);
-
Adds or updates a type of business. If $form->{id} is set, the business type
with a corresponding id is updated, otherwise a new type is added. The new
description is $form->{description}. The discount taken as a percentage stored
in $form->{discount}, which then value is divided by 100 in place and the
multiplier is stored. As an example, if $form->{discount} is 10 when this
function is called, it is changed to 0.1 and stored as 0.1.
$myconfig is unused.
- AM->delete_business($myconfig, $form);
-
Deletes the business type with the id $form->{id}.
$myconfig is unused.
- AM->sic($myconfig, $form);
-
Populate the list referred to as $form->{ALL} with hashes containing SIC (some
well known systems of which are NAICS and ISIC) data from the sic table. code
is the actual SIC code, description is a textual description of the code, and
sictype is an indicator of whether or not the entry refers to a header. The
hashes will be sorted by either the code or description.
$myconfig is unused.
- AM->get_sic($myconfig, $form);
-
Retrieves the sictype and description for the SIC indicated by
$form->{code} and places the retrieved values into $form->{sictype} and
$form->{description}.
$myconfig is unused
- AM->save_sic($myconfig, $form);
-
Add or update a SIC entry. If $form->{id} is set, take it as the original code
to identify the entry update, otherwise treat it as a new entry. $form->{code},
$form->{description}, and $form->{sictype} contain the new values. sictype is
a single character to flag whether or not the entry is for a header ('H').
$myconfig is unused.
- AM->delete_sic($myconfig, $form);
-
Deletes the SIC entry with the code $form->{code}.
$myconfig is unused.
- AM->language($myconfig, $form);
-
Populates the list referred to as $form->{ALL} with hashes containing the code
and description of all languages entered in the language table. The usual set
of $form attributes affect the order in which the hashes are entered in the
list.
These language functions are unrelated to LedgerSMB::Locale, although these language codes are also used for non-UI templates and by LedgerSMB::PE.
$myconfig is unused.
- AM->get_language($myconfig, $form);
-
Sets $form->{description} to the description of the language that has the code
$form->{code}.
$myconfig is unused.
- AM->save_language($myconfig, $form);
-
Add or update a language entry. If $form->{id} is set, the language entry that
has that as a code is updated, otherwise a new entry is added. $form->{code}
and $form->{description} contain the new values for the entry.
$myconfig is unused.
- AM->delete_language($myconfig, $form);
-
Deletes the language entry with the code $form->{code}.
$myconfig is unused.
- AM->recurring_transactions($myconfig, $form);
-
Populates lists referred to in the form of $form->{transactions}{$type}, where
the possible values for $type are 'ar', 'ap', 'gl', 'so', and 'po', with hashes
containing details about recurring transactions of the $type variety. These
hashes have the fields module (the frontend script that governs the transaction
type), transaction (the transaction type), invoice (true if the transaction is
an invoice), description (a field that is a customer, vendor, or in the case of
a GL transaction, an arbitrary text field), amount (the cash value of the
transaction), id (the id of the recurring transaction), reference (the
reference value for the transaction), startdate (the date the recurring
sequence started), nextdate (the date of the next occurrence of the event),
enddate (the date the sequence ends), repeat (the number of units involved in
the recurrence frequency), unit (the base recurrence unit), howmany (how many
times the event occurs), payment (whether or not the event involves a payment),
recurringemail (a colon separated list of forms to email as part of the event),
recurringprint (a colon separated list of forms to print as part of the event),
overdue (how many days until the next repetition of the event), vc (vendor,
customer, or empty), exchangerate (the exchangerate involved on the day of the
original transaction), curr (the currency of the event), and expired (if there
will be no more recurrences).
By default, these lists are sorted in order of the date of the next occurrence of the transaction. This order can be affected by the usual attributes used by $form->sort_order.
$myconfig is unused.
- AM->recurring_details($myconfig, $form, $id);
-
Retrieves details about the recurring transaction $id and places them into
attributes of $form. Sets id (the transaction id passed in, $id), reference
(a reference string for the recurring transaction), startdate (the date the
recurrence series started on), nextdate (the date of the next occurrence of the
event), enddate (the date of the final occurrence of the event), repeat (the
number of units involved in a recurrence period), unit (the recurrence unit),
howmany (the total number of recurrences in the recurrence series), payment
(whether or not the transaction is associated with a payment), arid (true if an
ar event), apid (true if an ap event), overdue (number of days an ar event was
to the duedate), paid (number of days after an ar event it was paid), req (days
until the requirement date from the transdate of an oe event), oeid (true if an
oe event), customer_id (vendor id if sales order), vendor_id (vendor id if
puchase order), vc ('customer' if customer_id set, 'vendor' if vendor_id set),
invoice (true if both arid and arinvoice set or if both apid and apinvoice set),
recurringemail (colon separated list of forms and formats to be emailed),
message (the non-attachement message body for the emails), and recurringprint
(colon separated list of form names, formats, and printer names).
$myconfig is unused.
- AM->update_recurring($myconfig, $form, $id)
-
Updates nextdate for the recurring transaction $id to the next date of the
sequence. If the new value for nextdate is after enddate, nextdate is set to
NULL.
$myconfig is unused.
- AM->check_template_name($myconfig, $form);
- Performs some sanity checking on the filename $form->{file} and calls $form->error if the filename is disallowed.
- AM->load_template($myconfig, $form);
- Populates $form->{body} with the contents of the file $form->{file}.
- AM->save_template($myconfig, $form);
- Overwrites the file $form->{file} with the contents of $form->{body}, excluding carriage returns.
- AM->save_preferences($myconfig, $form);
- Saves the preferences for the current user. New values are taken from the $form attributes name, email, dateformat, signature, numberformat, vclimit, tel, fax, company, menuwidth, countrycode, address, timeout, stylesheet, printer, password, new_password, and old_password. Password updates occur when new_password and old_password differ.
- AM->save_defaults($myconfig, $form, \@defaults);
-
Sets the values in the defaults table to values derived from $form. glnumber,
sinumber, vinumber, sonumber, ponumber, sqnumber, rfqnumber, partnumber,
employeenumber, customernumber, vendornumber, projectnumber, yearend, curr,
weightunit, and businessnumber are taken directly from the $form value with
the corresponding name.
Stores the templates directory for a specific company on defaults table.
@defaults identifies the list of values to be stored in defaults. If not provided, a default list is used.
- AM->defaultaccounts($myconfig, $form);
-
Retrieves the numbers of default accounts and sets $form->{defaults}{$key} to
the appropriate account numbers, where $key can be 'inventory_accno_id',
'income_accno_id', 'income_accno_id', 'expense_accno_id', 'fxgain_accno_id'
and 'fxloss_accno_id'.
Sets the hashes refered to as $form->{accno}{${type}_accno_id}{$accno} - where $type one of 'inventory', 'income' and 'expense' - to contain the id and description of all accounts with IC elements in their link fields keyed on the account number.
Fills the hashes referred to as $form->{accno}{fx(gain|loss)_accno_id} with the id and description of all income and expense accounts, keyed on the account number.
$myconfig is unused.
- AM->taxes($myconfig, $form);
-
Retrieve details about all taxes in the database. $form->{taxrates} refers to a
list containing hashes with the chart id (id), account number (accno),
description, rate, taxnumber, validto, pass, and taxmodulename for a tax.
$form->{taxmodule_id}, where id is a taxmodule_id, is set to that
taxmodule's name.
$myconfig is unused.
- AM->save_taxes($myconfig, $form);
- Deletes all entries from the tax table then re-inserts all taxes whose accounts are part of the space separated list $form->{taxaccounts}. Each element of $form->{taxaccounts} is of the form 'chartid_i' where chartid is the id of the chart entry for the tax and i is a numeric index. The values inserted for each tax are chart_id (from taxaccounts), rate ( form->{taxrate_i} / 100), validto ($form->{validto_i}), taxnumber ($form->{taxnumber_i}), pass ($form->{pass_i}), and taxmodule_id ($form->{taxmodule_id_i}).
- AM->closedto($myconfig, $form);
-
Populates $form->{closedto}, $form->{revtrans}, and $form->{audittrail} with
their values in the defaults table.
$myconfig is unused.
- AM->closebooks($myconfig, $form);
-
Updates the revtrans, closedto, and audittrail entries in the defaults table
using their corresponding $form values. If $form->{removeaudittrail} is set,
this used to remove all audittrail entries with a transdate prior to the date
given by $form->{removeaudittrail}, but has been disabled.
$myconfig is unused.
- AM->earningsaccounts($myconfig, $form);
-
Populates the list referred to as $form->{chart} with hashes containing the
account number (accno) and the description of all equity accounts, ordered by
the account number.
$myconfig is unused.
- AM->post_yearend($myconfig, $form);
-
Posts the termination of a financial year. Makes use of the $form attributes
login, reference, notes, description, and transdate to populate the gl table
entry. The id of the gl transaction is placed in $form->{id}.
For every accno_$i in $form, where $i is between 1 and $form->{rowcount}, an acc_trans entry will be added if credit_$i or debit_$i is non-zero.
A new yearend entry is populated with the id and transdate of the gl transaction.
Adds an entry to the audittrail.
$myconfig is unused.
- AM->get_all_defaults($form);
- Retrieves all settings from defaults and sets the appropriate $form values. Also runs AM->defaultaccounts.
- AM->get_templates_directories;
-
This functions gets all the directories from $LedgerSMB::Sysconfig::templates to list all the possible
non-Ui templates.