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Merge pull request #33095 from aspangaro/22_accfydefault
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NEW Accountancy - Define fiscal year by default
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eldy authored Feb 19, 2025
2 parents 8340747 + bec6401 commit 0afd34e
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Showing 7 changed files with 194 additions and 24 deletions.
38 changes: 35 additions & 3 deletions htdocs/accountancy/admin/fiscalyear.php
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
<?php
/* Copyright (C) 2013-2025 Alexandre Spangaro <[email protected]>
* Copyright (C) 2024 Frédéric France <[email protected]>
/* Copyright (C) 2013-2025 Alexandre Spangaro <[email protected]>
* Copyright (C) 2024 Frédéric France <[email protected]>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
Expand All @@ -24,6 +24,8 @@

// Load Dolibarr environment
require '../../main.inc.php';

require_once DOL_DOCUMENT_ROOT.'/core/lib/admin.lib.php';
require_once DOL_DOCUMENT_ROOT.'/core/lib/date.lib.php';
require_once DOL_DOCUMENT_ROOT.'/core/class/fiscalyear.class.php';

Expand Down Expand Up @@ -83,7 +85,25 @@
/*
* Actions
*/
if ($action == 'setdefault') {
// Set a fiscal year as default
$error = 0;

$defaultFiscalYear = GETPOSTINT('value');
$defaultFiscalYearLabel = GETPOST('label', 'alpha');

if (!empty($defaultFiscalYear)) {
dolibarr_set_const($db, 'ACCOUNTANCY_FISCALYEAR_DEFAULT', $defaultFiscalYear, 'chaine', 0, '', $conf->entity);
} else {
$error++;
}

if (!$error) {
setEventMessages($langs->trans("FiscalYearSetAsDefault", $defaultFiscalYearLabel), null, 'mesgs');
} else {
setEventMessages($langs->trans("Error"), null, 'errors');
}
}


/*
Expand Down Expand Up @@ -148,6 +168,7 @@
print '<td>'.$langs->trans("DateEnd").'</td>';
print '<td class="center">'.$langs->trans("NumberOfAccountancyEntries").'</td>';
print '<td class="center">'.$langs->trans("NumberOfAccountancyMovements").'</td>';
print '<td class="center">'.$langs->trans("Default").'</td>';
print '<td class="right">'.$langs->trans("Status").'</td>';
print '</tr>';

Expand All @@ -160,6 +181,7 @@

$fiscalyearstatic->ref = $obj->rowid;
$fiscalyearstatic->id = $obj->rowid;
$fiscalyearstatic->label = $obj->label;
$fiscalyearstatic->date_start = $obj->date_start;
$fiscalyearstatic->date_end = $obj->date_end;
$fiscalyearstatic->statut = $obj->status;
Expand All @@ -174,12 +196,22 @@
print '<td class="left">'.dol_print_date($db->jdate($obj->date_end), 'day').'</td>';
print '<td class="center">'.$object->getAccountancyEntriesByFiscalYear($obj->date_start, $obj->date_end).'</td>';
print '<td class="center">'.$object->getAccountancyMovementsByFiscalYear($obj->date_start, $obj->date_end).'</td>';

// Default
print '<td class="center">';
if (getDolGlobalString('ACCOUNTANCY_FISCALYEAR_DEFAULT') == (int) $fiscalyearstatic->ref) {
print img_picto($langs->trans("Default"), 'on');
} else {
print '<a class="reposition" href="'.$_SERVER["PHP_SELF"].'?action=setdefault&token='.newToken().'&value='.urlencode($fiscalyearstatic->ref).'&label='.urlencode($fiscalyearstatic->label).'" alt="'.$langs->trans("Default").'">'.img_picto($langs->trans("SetAsDefault"), 'off').'</a>';
}
print '</td>';

print '<td class="right">'.$fiscalyearstatic->LibStatut($obj->status, 5).'</td>';
print '</tr>';
$i++;
}
} else {
print '<tr class="oddeven"><td colspan="7"><span class="opacitymedium">'.$langs->trans("NoRecordFound").'</span></td></tr>';
print '<tr class="oddeven"><td colspan="8"><span class="opacitymedium">'.$langs->trans("NoRecordFound").'</span></td></tr>';
}
print '</table>';
print '</div>';
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11 changes: 8 additions & 3 deletions htdocs/accountancy/bookkeeping/balance.php
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
<?php
/* Copyright (C) 2016 Olivier Geffroy <[email protected]>
* Copyright (C) 2016 Florian Henry <[email protected]>
* Copyright (C) 2016-2024 Alexandre Spangaro <[email protected]>
* Copyright (C) 2016-2025 Alexandre Spangaro <[email protected]>
* Copyright (C) 2018-2024 Frédéric France <[email protected]>
* Copyright (C) 2024 MDW <[email protected]>
*
Expand Down Expand Up @@ -101,8 +101,13 @@
$form = new Form($db);

if (empty($search_date_start) && !GETPOSTISSET('formfilteraction')) {
$sql = "SELECT date_start, date_end from ".MAIN_DB_PREFIX."accounting_fiscalyear ";
$sql .= " WHERE date_start < '".$db->idate(dol_now())."' AND date_end > '".$db->idate(dol_now())."'";
$sql = "SELECT date_start, date_end";
$sql .=" FROM ".MAIN_DB_PREFIX."accounting_fiscalyear ";
if (getDolGlobalInt('ACCOUNTANCY_FISCALYEAR_DEFAULT')) {
$sql .= " WHERE rowid = " . getDolGlobalInt('ACCOUNTANCY_FISCALYEAR_DEFAULT');
} else {
$sql .= " WHERE date_start < '" . $db->idate(dol_now()) . "' and date_end > '" . $db->idate(dol_now()) . "'";
}
$sql .= $db->plimit(1);
$res = $db->query($sql);

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14 changes: 10 additions & 4 deletions htdocs/accountancy/bookkeeping/export.php
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
<?php
/* Copyright (C) 2013-2016 Olivier Geffroy <[email protected]>
* Copyright (C) 2013-2016 Florian Henry <[email protected]>
* Copyright (C) 2013-2024 Alexandre Spangaro <[email protected]>
* Copyright (C) 2013-2025 Alexandre Spangaro <[email protected]>
* Copyright (C) 2022 Lionel Vessiller <[email protected]>
* Copyright (C) 2016-2017 Laurent Destailleur <[email protected]>
* Copyright (C) 2018-2024 Frédéric France <[email protected]>
Expand Down Expand Up @@ -170,9 +170,15 @@

if (!in_array($action, array('export_file', 'delmouv', 'delmouvconfirm')) && !GETPOSTISSET('begin') && !GETPOSTISSET('formfilteraction') && GETPOSTINT('page') == '' && !GETPOSTINT('noreset') && $user->hasRight('accounting', 'mouvements', 'export')) {
if (empty($search_date_start) && empty($search_date_end) && !GETPOSTISSET('restore_lastsearch_values') && !GETPOST('search_accountancy_code_start')) {
$query = "SELECT date_start, date_end from ".MAIN_DB_PREFIX."accounting_fiscalyear ";
$query .= " where date_start < '".$db->idate(dol_now())."' and date_end > '".$db->idate(dol_now())."' limit 1";
$res = $db->query($query);
$sql = "SELECT date_start, date_end";
$sql .=" FROM ".MAIN_DB_PREFIX."accounting_fiscalyear ";
if (getDolGlobalInt('ACCOUNTANCY_FISCALYEAR_DEFAULT')) {
$sql .= " WHERE rowid = " . getDolGlobalInt('ACCOUNTANCY_FISCALYEAR_DEFAULT');
} else {
$sql .= " WHERE date_start < '" . $db->idate(dol_now()) . "' and date_end > '" . $db->idate(dol_now()) . "'";
}
$sql .= $db->plimit(1);
$res = $db->query($sql);

if ($db->num_rows($res) > 0) {
$fiscalYear = $db->fetch_object($res);
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29 changes: 18 additions & 11 deletions htdocs/accountancy/bookkeeping/list.php
Original file line number Diff line number Diff line change
@@ -1,12 +1,12 @@
<?php
/* Copyright (C) 2013-2016 Olivier Geffroy <[email protected]>
* Copyright (C) 2013-2016 Florian Henry <[email protected]>
* Copyright (C) 2013-2024 Alexandre Spangaro <alexandre@inoveasya.solutions>
* Copyright (C) 2022 Lionel Vessiller <[email protected]>
* Copyright (C) 2016-2017 Laurent Destailleur <[email protected]>
* Copyright (C) 2018-2024 Frédéric France <[email protected]>
* Copyright (C) 2022 Progiseize <[email protected]>
* Copyright (C) 2024 MDW <[email protected]>
/* Copyright (C) 2013-2016 Olivier Geffroy <[email protected]>
* Copyright (C) 2013-2016 Florian Henry <[email protected]>
* Copyright (C) 2013-2025 Alexandre Spangaro <alexandre@inovea-conseil.com>
* Copyright (C) 2022 Lionel Vessiller <[email protected]>
* Copyright (C) 2016-2017 Laurent Destailleur <[email protected]>
* Copyright (C) 2018-2024 Frédéric France <[email protected]>
* Copyright (C) 2022 Progiseize <[email protected]>
* Copyright (C) 2024 MDW <[email protected]>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
Expand Down Expand Up @@ -149,14 +149,21 @@
$object = new BookKeeping($db);
$hookmanager->initHooks(array('bookkeepinglist'));

$formfiscalyear = new FormFiscalYear($db);
$formaccounting = new FormAccounting($db);
$form = new Form($db);

if (!in_array($action, array('delmouv', 'delmouvconfirm')) && !GETPOSTISSET('begin') && !GETPOSTISSET('formfilteraction') && GETPOST('page', 'alpha') == '' && !GETPOSTINT('noreset') && $user->hasRight('accounting', 'mouvements', 'export')) {
if (empty($search_date_start) && empty($search_date_end) && !GETPOSTISSET('restore_lastsearch_values') && !GETPOST('search_accountancy_code_start')) {
$query = "SELECT date_start, date_end from ".MAIN_DB_PREFIX."accounting_fiscalyear ";
$query .= " where date_start < '".$db->idate(dol_now())."' and date_end > '".$db->idate(dol_now())."' limit 1";
$res = $db->query($query);
$sql = "SELECT date_start, date_end";
$sql .=" FROM ".MAIN_DB_PREFIX."accounting_fiscalyear ";
if (getDolGlobalInt('ACCOUNTANCY_FISCALYEAR_DEFAULT')) {
$sql .= " WHERE rowid = " . getDolGlobalInt('ACCOUNTANCY_FISCALYEAR_DEFAULT');
} else {
$sql .= " WHERE date_start < '" . $db->idate(dol_now()) . "' and date_end > '" . $db->idate(dol_now()) . "'";
}
$sql .= $db->plimit(1);
$res = $db->query($sql);

if ($db->num_rows($res) > 0) {
$fiscalYear = $db->fetch_object($res);
Expand Down
11 changes: 8 additions & 3 deletions htdocs/accountancy/bookkeeping/listbyaccount.php
Original file line number Diff line number Diff line change
Expand Up @@ -2,7 +2,7 @@
/* Copyright (C) 2016 Neil Orley <[email protected]>
* Copyright (C) 2013-2016 Olivier Geffroy <[email protected]>
* Copyright (C) 2013-2020 Florian Henry <[email protected]>
* Copyright (C) 2013-2024 Alexandre Spangaro <[email protected]>
* Copyright (C) 2013-2025 Alexandre Spangaro <[email protected]>
* Copyright (C) 2018-2024 Frédéric France <[email protected]>
* Copyright (C) 2024 MDW <[email protected]>
*
Expand Down Expand Up @@ -162,8 +162,13 @@
$form = new Form($db);

if (empty($search_date_start) && empty($search_date_end) && !GETPOSTISSET('search_date_startday') && !GETPOSTISSET('search_date_startmonth') && !GETPOSTISSET('search_date_starthour')) {
$sql = "SELECT date_start, date_end from ".MAIN_DB_PREFIX."accounting_fiscalyear ";
$sql .= " where date_start < '".$db->idate(dol_now())."' and date_end > '".$db->idate(dol_now())."'";
$sql = "SELECT date_start, date_end";
$sql .=" FROM ".MAIN_DB_PREFIX."accounting_fiscalyear ";
if (getDolGlobalInt('ACCOUNTANCY_FISCALYEAR_DEFAULT')) {
$sql .= " WHERE rowid = " . getDolGlobalInt('ACCOUNTANCY_FISCALYEAR_DEFAULT');
} else {
$sql .= " WHERE date_start < '" . $db->idate(dol_now()) . "' and date_end > '" . $db->idate(dol_now()) . "'";
}
$sql .= $db->plimit(1);
$res = $db->query($sql);

Expand Down
112 changes: 112 additions & 0 deletions htdocs/core/class/html.formfiscalyear.class.php
Original file line number Diff line number Diff line change
@@ -0,0 +1,112 @@
<?php
/* Copyright (C) 2025 Alexandre Spangaro <[email protected]>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/

/**
* \file htdocs/core/class/html.formfiscalyear.class.php
* \ingroup Accountancy (Double entries)
* \brief File of class with all html predefined components
*/
require_once DOL_DOCUMENT_ROOT.'/core/class/html.form.class.php';

/**
* Class to manage generation of HTML components for accounting management
*/
class FormFiscalYear extends Form
{
/**
* @var DoliDB Database handler.
*/
public $db;

/**
* @var string Error code (or message)
*/
public $error = '';

/**
* Constructor
*
* @param DoliDB $db Database handler
*/
public function __construct($db)
{
$this->db = $db;
}

/**
* Return list of fiscal year
*
* @param int $selected Preselected type
* @param string $htmlname Name of field in form
* @param int $useempty Set to 1 if we want an empty value
* @param int $maxlen Max length of text in combo box
* @param int $help Add or not the admin help picto
* @return void|string HTML component with the select
*/
public function selectFiscalYear($selected = 0, $htmlname = 'fiscalyear', $useempty = 0, $maxlen = 0, $help = 1)
{
global $conf, $langs;

$out = '';

$sql = "SELECT f.rowid, f.label, f.date_start, f.date_end, f.statut as status";
$sql .= " FROM ".$this->db->prefix()."accounting_fiscalyear as f";
$sql .= " WHERE f.entity = ".$conf->entity;
$sql .= " ORDER BY f.date_start ASC";

dol_syslog(get_class($this).'::'.__METHOD__, LOG_DEBUG);
$resql = $this->db->query($sql);
if ($resql) {
$num = $this->db->num_rows($resql);
if ($num) {
$out .= '<select class="flat minwidth200" id="'.$htmlname.'" name="'.$htmlname.'">';
$i = 0;

if ($useempty) {
$out .= '<option value="0">&nbsp;</option>';
}
while ($i < $num) {
$obj = $this->db->fetch_object($resql);

$titletoshowhtml = ($maxlen ? dol_trunc($obj->label, $maxlen) : $obj->label).' <span class="opacitymedium">('.$obj->date_start . " - " . $obj->date_end.')</span>';
$titletoshow = ($maxlen ? dol_trunc($obj->label, $maxlen) : $obj->label).' <span class="opacitymedium">('.$langs->transnoentitiesnoconv("FiscalYearFromTo", $obj->date_start, $obj->date_end).')</span>';

$out .= '<option value="'.$obj->rowid.'"';
if ($obj->rowid == $selected) {
$out .= ' selected';
}
//$out .= ' data-html="'.dol_escape_htmltag(dol_string_onlythesehtmltags($titletoshowhtml, 1, 0, 0, 0, array('span'))).'"';
$out .= ' data-html="'.dolPrintHTMLForAttribute($titletoshowhtml).'"';
$out .= '>';
$out .= dol_escape_htmltag($titletoshow);
$out .= '</option>';
$i++;
}
$out .= '</select>';
//if ($user->admin && $help) $out .= info_admin($langs->trans("YouCanChangeValuesForThisListFromDictionarySetup"),1);

$out .= ajax_combobox($htmlname, array());
} else {
$out .= '<span class="opacitymedium">'.$langs->trans("ErrorNoFiscalyearDefined", $langs->transnoentitiesnoconv("Accounting"), $langs->transnoentitiesnoconv("Setup"), $langs->transnoentitiesnoconv("Fiscalyear")).'</span>';
}
} else {
dol_print_error($this->db);
}

return $out;
}
}
3 changes: 3 additions & 0 deletions htdocs/langs/en_US/compta.lang
Original file line number Diff line number Diff line change
Expand Up @@ -283,6 +283,9 @@ ImportDataset_tax_contrib=Social/fiscal taxes
ImportDataset_tax_vat=VAT payments
ErrorBankAccountNotFound=Error: Bank account not found
FiscalPeriod=Accounting period
ErrorNoFiscalyearDefined=Error, no fiscal year defined (See %s - %s - %s)
FiscalYearSetAsDefault=Fiscal year (%s) defined as default
FiscalYearFromTo=Period from %s to %s
FiscalYearOpened=Fiscal year opened
FiscalYearClosed=Fiscal year closed
FiscalYearOpenedShort=Opened
Expand Down

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