- Added financial comparison portlet

lib/finance-document-comparison.adp

+@html;noquote@

lib/finance-document-comparison.tcl

+
+# project_id set by portlet TCL
+if {![info exists project_id]} {
+    ad_page_contract {} {project_id:integer}
+}
+
+set current_user_id [auth::require_login]
+im_project_permissions $current_user_id $project_id view_p read_p write_p admin_p
+if {!$read_p} {
+    ad_return_complaint 1 "You don't have read permissions on #$project_id"
+    ad_script_abort
+}
+
+set html [im_ad_hoc_query -format html "
+	select	i.item_outline_number as outline,
+		i.item_name,
+		im_category_from_id(i.item_uom_id) as uom,
+		(	
+			select	sum(tii.item_units)
+			from	im_costs tc,
+				im_invoice_items tii,
+				im_projects p
+			where	tii.invoice_id = tc.cost_id and
+				tii.item_outline_number = i.item_outline_number and
+				tii.item_uom_id = i.item_uom_id and
+				tc.cost_type_id = 3702 and
+				tc.project_id = p.project_id and
+				p.tree_sortkey between i.tree_sortkey and tree_right(i.tree_sortkey)
+		) as quotes,
+		(	
+			select	sum(tii.item_units)
+			from	im_costs tc,
+				im_invoice_items tii,
+				im_projects p
+			where	tii.invoice_id = tc.cost_id and
+				tii.item_outline_number = i.item_outline_number and
+				tii.item_uom_id = i.item_uom_id and
+				tc.cost_type_id = 3700 and
+				tc.project_id = p.project_id and
+				p.tree_sortkey between i.tree_sortkey and tree_right(i.tree_sortkey)
+		) as invoices,
+		(
+			select	sum(tii.item_units)
+			from	im_costs tc,
+				im_invoice_items tii,
+				im_projects p
+			where	tii.invoice_id = tc.cost_id and
+				tii.item_outline_number = i.item_outline_number and
+				tii.item_uom_id = i.item_uom_id and
+				tc.cost_type_id = 3706 and
+				tc.project_id = p.project_id and
+				p.tree_sortkey between i.tree_sortkey and tree_right(i.tree_sortkey)
+		) as pos,
+		(
+			select	sum(tii.item_units)
+			from	im_costs tc,
+				im_invoice_items tii,
+				im_projects p
+			where	tii.invoice_id = tc.cost_id and
+				tii.item_outline_number = i.item_outline_number and
+				tii.item_uom_id = i.item_uom_id and
+				tc.cost_type_id = 3704 and
+				tc.project_id = p.project_id and
+				p.tree_sortkey between i.tree_sortkey and tree_right(i.tree_sortkey)
+		) as bills
+
+	from	(select distinct
+			ii.item_outline_number,
+			ii.item_uom_id,
+			ii.item_name,
+			main_p.tree_sortkey
+		from	im_costs c,
+			im_invoices i,
+			im_invoice_items ii,
+			im_projects sub_p,
+			im_projects main_p
+		where	c.cost_id = i.invoice_id and
+			ii.invoice_id = i.invoice_id and
+			c.project_id = sub_p.project_id and
+			sub_p.tree_sortkey between main_p.tree_sortkey and tree_right(main_p.tree_sortkey) and
+			main_p.project_id = :project_id
+		) i
+
+	order by i.item_outline_number
+"]

sql/postgresql/intranet-invoices-create.sql

@@ -1458,7 +1458,67 @@ SELECT  im_component_plugin__new (
 
 SELECT im_grant_permission(
 	(select plugin_id from im_component_plugins where plugin_name = 'Filestorage Financial Document'),
-	(select group_id from groups where name = 'Employees'),
+	(select group_id from groups where group_name = 'Employees'),
+	'read'
+);
+
+
+
+
+
+SELECT  im_component_plugin__new (
+        null,                           		-- plugin_id
+        'im_component_plugin',                			-- object_type
+        now(),                        			-- creation_date
+        null,                           		-- creation_user
+        null,                           		-- creation_ip
+        null,                           		-- context_id
+        'Financial Cross-Tracking', 			-- plugin_name
+        'intranet-invoices',            		-- package_name
+        'bottom',                        		-- location
+        '/intranet/projects/view',      		-- page_url
+        null,                           		-- view_name
+        100,                              		-- sort_order
+        'im_invoice_cross_tracking_component $project_id'  	-- component_tcl
+);
+
+SELECT im_grant_permission(
+	(select plugin_id from im_component_plugins where plugin_name = 'Financial Cross-Tracking'),
+	(select group_id from groups where group_name = 'Accounting'),
+	'read'
+);
+SELECT im_grant_permission(
+	(select plugin_id from im_component_plugins where plugin_name = 'Financial Cross-Tracking'),
+	(select group_id from groups where group_name = 'Senior Managers'),
+	'read'
+);
+
+
+
+SELECT  im_component_plugin__new (
+        null,                           		-- plugin_id
+        'im_component_plugin',                			-- object_type
+        now(),                        			-- creation_date
+        null,                           		-- creation_user
+        null,                           		-- creation_ip
+        null,                           		-- context_id
+        'Financial Document Comparison', 		-- plugin_name
+        'intranet-invoices',            		-- package_name
+        'bottom',                        		-- location
+        '/intranet/projects/view',      		-- page_url
+        null,                           		-- view_name
+        100,                              		-- sort_order
+        'im_invoices_finance_document_comparison_component $project_id'  	-- component_tcl
+);
+
+SELECT im_grant_permission(
+	(select plugin_id from im_component_plugins where plugin_name = 'Financial Document Comparison'),
+	(select group_id from groups where group_name = 'Accounting'),
+	'read'
+);
+SELECT im_grant_permission(
+	(select plugin_id from im_component_plugins where plugin_name = 'Financial Document Comparison'),
+	(select group_id from groups where group_name = 'Senior Managers'),
 	'read'
 );
 

tcl/intranet-invoices-procs.tcl

@@ -392,6 +392,48 @@ ad_proc im_invoices_default_company_template {
 # Components
 # ---------------------------------------------------------------
 
+ad_proc -public im_invoices_finance_document_comparison_component {
+   project_id
+} {
+    Returns a HTML table with a comparison of the volume of FinDocs
+    per type and outline_number.
+} {
+    set params [list \
+                    [list project_id $project_id] \
+    ]
+
+    set result [ad_parse_template -params $params "/packages/intranet-invoices/lib/finance-document-comparison"]
+    return [string trim $result]
+}
+
+
+
+ad_proc im_invoices_project_cross_tracking_component { project_id } {
+    Track the financial performance of projects based on outline numbers.
+} {
+    set outline_number_enabled_p [im_column_exists im_invoice_items item_outline_number]
+    if {!$outline_number_enabled_p} { return "" }
+
+    # Get the list of all invoice outline numbers across the project
+    set outline_numbers [db_list outline_numbers "
+	select	distinct item_outline_number
+	from	im_invoice_items ii,
+		im_invoices i,
+		im_costs c,
+		im_projects main_p,
+		im_projects sub_p
+	where	c.cost_id = i.invoice_id and
+		c.cost_id = ii.invoice_id and
+		c.project_id = sub_p.project_id and
+		sub_p.tree_sortkey between main_p.tree_sortkey and tree_right(main_p.tree_sortkey) and
+		main_p.project_id = :project_id
+	order by item_outline_number
+    "]
+
+    return ""
+}
+
+
 ad_proc im_invoices_object_list_component { user_id invoice_id read write return_url } {
     Returns a HTML table containing a list of objects
     associated with a particular financial document.