LedgerSMB::AM
This module provides some administrative functions
- Provided by: ledgersmb (Version: 1.3.46-1)
- Report a bug
SYNOPSIS
This module provides some administrative functions
COPYRIGHT
#==================================================================== # 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 <jim@your-dba.com> # #==================================================================== # # 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.