NAME¶

LedgerSMB::DBObject::Company - Base utility functions for processing customers and vendors.

SYNOPSIS¶

This library contains the base utility functions for creating, saving, and retrieving customers and vendors.

METHODS¶

$company->set_entity_class()

This is a stub for a private method that subclasses are expected to overwrite. It will be set to the account class of the entity (1 for vendor, 2 for customer, etc).

get_by_cc

This retrieves the company header information by control code. Leaves the overall account class untouched.

save()

This stores the company record including a credit account in the database.

TODO: Separate company from credit account storage.

delete_contact

required request variables:

contact_class_id: int id of contact class contact: text of contact information

Must include at least one of:

credit_id: int of entity_credit_account.id, preferred value company_id: int of company.id, only used if credit_id not set.

returns true of a record was deleted.

delete_location

Deletes a record from the location side.

Required request variables:

location_id location_class_id

One of:

credit_id (preferred) company_id (as fallback)

Returns true if a record was deleted. False otherwise.

delete_bank_account

Deletes a bank account

Requires:

entity_id bank_account_id

Returns true if a record was deleted, false otherwise.

get_history

Retrieves customer/vendor purchase.

Search Criteria name: search string for company name contact_info: Search string for contact info, can match phone, fax, or email. salesperson: Search string for employee name in the salesperson field notes: Notes search. Not currently implemented meta_number: Exact match for customer/vendor number address_line: Search string for first or second line of address. city: Search string for city name state: Case insensitive, otherwise exact match for state or province zip: leading match for zip/mail code country_id: integer for country id. Exact match tartdate_from: Earliest date for startdate of entity credit account startdate_to: Lates date for entity credit accounts' start date type: either 'i' for invoice, 'o' for orders, 'q' for quotations from_date: Earliest date for the invoice/order to_date: Latest date for the invoice/order

Unless otherwise noted, partial matches are sufficient.

Control variables: inc_open: Include open invoices/orders. If not true, no open invoices are
displayed inc_closed: Include closed invoices/orders. If not true, no closed invoices are
displayed report_type: Either summary or detail

returns a list of rows of the summary report and sets these to @{$self->{history_rows}}

save_credit

This method saves the credit account for the company.

Expected inputs: credit_id (int): (Optional) Id for the account entity_class (int): Class of the account, required (1 = vendor, 2 = customer) entity_id (int): ID of entity to attach to. description (text): Description of account discount (numeric): Early payment discount taxincluded (bool): Whether prices include tax. creditlimit (numeric): Credit limit discount_terms (int): How many days can elapse before the discount lapses too. terms (int): How many days can lapse before the invoice is overdue. meta_number (varchar): Account string identifier for the account. business_id (int): ID for business type. language (varchar): Language code for invoices. pricegroup_id (int): Price group curr (char): Currency identifier, three characters long. startdate (date): Date of the start of the relationship. enddate (date): Date of the end of the relationship. threshold (NUMERIC): How much must be owed before the invoices can be paid. ar_ap_account_id (int): ID of ar/ap account. REQUIRED cash_account_id (int): ID of cash account (Optional) pay_to_name (text): Name to pay to or receive from. taxform_id (int); ID of tax form

save_location

This method saves an address for a company.

Requires the following variables on the object: credit_id location_id location_class (1 = billing, 2 = shipping, 3 = sales) line_one line_two city state (can hold province info) mail_code (zip or postal code) country_code (ID of country)

get_credit_id

This method returns the current credit id from the screen.

Requires entity_id, meta_number, and entity_class be set.

get_metadata()

This retrieves various information vor building the user interface. Among other things, it sets the following properties: $self->{ar_ap_acc_list} = qw(list of ar or ap accounts) $self->{cash_acc_list} = qw(list of cash accounts) $self->{entity_classes} = qw(list of entity classes) $self->{all_taxes} =qw(list of taxes)

save_contact

Saves a contact. Requires credit_id, contact_class, description, and contact to be set.

Requires the following be set: credit_id or entity_id contact_class description contact old_contact old_contact_class

save_bank_account

Saves a bank account. Requires the following be set: entity_id bic (bank id) iban (account number) remark (remark for the account, optional) bank_account_id (id for record, optional)

save_notes

Saves notes. The following must be set: credit_id: credit account to annotate. Must be set to annotate credit account entity_id: entitity to annotate. note: Note contents subject: Note subject

search

Searches for matching company records. Populates $self->{search_results} with records found.

Search criteria and inputs: account_class: required (1 for vendor, 2 for customer, etc) contact contact_info meta_number address city state mail_code country date_from date_to business_id legal_name control_code

Account class may not be undef. meta_number is an exact match, as is control_code. All others specify ranges or partial matches.

get_billing_info

Requires that the id field is set. Sets the following:

legal_name meta_number control_code tax_id street1 street2 street3 city state mail_code country

accounts

Returns all accounts, and sets these to $self->{accounts}.

id and entity_class must be set.

address($id)

Returns the location if it is specified by the $id argument.

get

Retrieves a company record and all info.

taxform_list is set to a list of tax forms for the entity's country credit_list is set to a list of credit accounts locations is set to a list of locations contacts to a list of contacts notes to a list of notes bank_account to a list of bank accounts

get_pricematrix

This routine gets the price matrix for the customer or vendor. The pricematrix info is stored in the pricematrix hash entry. If a customer (account_class=1), it also populates a pricematrix_pricegroup entry.

delete_pricematrix($entry_id)

This deletes a pricematrix line identified by $entry_id

save_pricematrix

Updates or inserts the price matrix.

COPYRIGHT¶

Copyright (c) 2009, the LedgerSMB Core Team. This is licensed under the GNU General Public License, version 2, or at your option any later version. Please see the accompanying License.txt for more information.