copyValues($params); if ($financialAccount->find(TRUE)) { CRM_Core_DAO::storeValues($financialAccount, $defaults); return $financialAccount; } return NULL; } /** * Update the is_active flag in the db. * * @param int $id * Id of the database record. * @param bool $is_active * Value we want to set the is_active field. * * @return bool * true if we found and updated the object, else false */ public static function setIsActive($id, $is_active) { return CRM_Core_DAO::setFieldValue('CRM_Financial_DAO_FinancialAccount', $id, 'is_active', $is_active); } /** * Add the financial types. * * @param array $params * Reference array contains the values submitted by the form. * * @return CRM_Financial_DAO_FinancialAccount */ public static function add(&$params) { if (empty($params['id'])) { $params['is_active'] = CRM_Utils_Array::value('is_active', $params, FALSE); $params['is_deductible'] = CRM_Utils_Array::value('is_deductible', $params, FALSE); $params['is_tax'] = CRM_Utils_Array::value('is_tax', $params, FALSE); $params['is_header_account'] = CRM_Utils_Array::value('is_header_account', $params, FALSE); $params['is_default'] = CRM_Utils_Array::value('is_default', $params, FALSE); } if (!empty($params['id']) && !empty($params['financial_account_type_id']) && CRM_Financial_BAO_FinancialAccount::validateFinancialAccount( $params['id'], $params['financial_account_type_id'] ) ) { throw new CRM_Core_Exception(ts('You cannot change the account type since this financial account refers to a financial item having an account type of Revenue/Liability.')); } if (!empty($params['is_default'])) { $query = 'UPDATE civicrm_financial_account SET is_default = 0 WHERE financial_account_type_id = %1'; $queryParams = array(1 => array($params['financial_account_type_id'], 'Integer')); CRM_Core_DAO::executeQuery($query, $queryParams); } // action is taken depending upon the mode $financialAccount = new CRM_Financial_DAO_FinancialAccount(); // invoke pre hook $op = 'create'; if (!empty($params['id'])) { $op = 'edit'; } CRM_Utils_Hook::pre($op, 'FinancialAccount', CRM_Utils_Array::value('id', $params), $params); if (!empty($params['id'])) { $financialAccount->id = $params['id']; $financialAccount->find(TRUE); } $financialAccount->copyValues($params); $financialAccount->save(); // invoke post hook $op = 'create'; if (!empty($params['id'])) { $op = 'edit'; } CRM_Utils_Hook::post($op, 'FinancialAccount', $financialAccount->id, $financialAccount); return $financialAccount; } /** * Delete financial Types. * * @param int $financialAccountId */ public static function del($financialAccountId) { // checking if financial type is present $check = FALSE; //check dependencies $dependency = array( array('Core', 'FinancialTrxn', 'to_financial_account_id'), array('Financial', 'FinancialTypeAccount', 'financial_account_id'), array('Financial', 'FinancialItem', 'financial_account_id'), ); foreach ($dependency as $name) { require_once str_replace('_', DIRECTORY_SEPARATOR, "CRM_" . $name[0] . "_BAO_" . $name[1]) . ".php"; $className = "CRM_{$name[0]}_BAO_{$name[1]}"; $bao = new $className(); $bao->{$name[2]} = $financialAccountId; if ($bao->find(TRUE)) { $check = TRUE; } } if ($check) { CRM_Core_Session::setStatus(ts('This financial account cannot be deleted since it is being used as a header account. Please remove it from being a header account before trying to delete it again.')); return FALSE; } // delete from financial Type table $financialAccount = new CRM_Financial_DAO_FinancialAccount(); $financialAccount->id = $financialAccountId; $financialAccount->delete(); return TRUE; } /** * Get accounting code for a financial type with account relation Income Account is. * * @param int $financialTypeId * * @return int * accounting code */ public static function getAccountingCode($financialTypeId) { $relationTypeId = key(CRM_Core_PseudoConstant::accountOptionValues('account_relationship', NULL, " AND v.name LIKE 'Income Account is' ")); $query = "SELECT cfa.accounting_code FROM civicrm_financial_type cft LEFT JOIN civicrm_entity_financial_account cefa ON cefa.entity_id = cft.id AND cefa.entity_table = 'civicrm_financial_type' LEFT JOIN civicrm_financial_account cfa ON cefa.financial_account_id = cfa.id WHERE cft.id = %1 AND account_relationship = %2"; $params = array( 1 => array($financialTypeId, 'Integer'), 2 => array($relationTypeId, 'Integer'), ); return CRM_Core_DAO::singleValueQuery($query, $params); } /** * Get AR account. * * @param $financialAccountId * Financial account id. * * @param $financialAccountTypeId * Financial account type id. * * @param string $accountTypeCode * account type code * * @return int * count */ public static function getARAccounts($financialAccountId, $financialAccountTypeId = NULL, $accountTypeCode = 'ar') { if (!$financialAccountTypeId) { $financialAccountTypeId = key(CRM_Core_PseudoConstant::accountOptionValues('financial_account_type', NULL, " AND v.name LIKE 'Asset' ")); } $query = "SELECT count(id) FROM civicrm_financial_account WHERE financial_account_type_id = %1 AND LCASE(account_type_code) = %2 AND id != %3 AND is_active = 1;"; $params = array( 1 => array($financialAccountTypeId, 'Integer'), 2 => array(strtolower($accountTypeCode), 'String'), 3 => array($financialAccountId, 'Integer'), ); return CRM_Core_DAO::singleValueQuery($query, $params); } /** * Get the Financial Account for a Financial Type Relationship Combo. * * Note that some relationships are optionally configured - so far * Chargeback and Credit / Contra. Since these are the only 2 currently Income * is an appropriate fallback. In future it might make sense to extend the logic. * * Note that we avoid the CRM_Core_PseudoConstant function as it stores one * account per financial type and is unreliable. * * @param int $financialTypeID * * @param string $relationshipType * * @return int */ public static function getFinancialAccountForFinancialTypeByRelationship($financialTypeID, $relationshipType) { $relationTypeId = key(CRM_Core_PseudoConstant::accountOptionValues('account_relationship', NULL, " AND v.name LIKE '{$relationshipType}' ")); if (!isset(Civi::$statics[__CLASS__]['entity_financial_account'][$financialTypeID][$relationTypeId])) { $accounts = civicrm_api3('EntityFinancialAccount', 'get', array( 'entity_id' => $financialTypeID, 'entity_table' => 'civicrm_financial_type', )); foreach ($accounts['values'] as $account) { Civi::$statics[__CLASS__]['entity_financial_account'][$financialTypeID][$account['account_relationship']] = $account['financial_account_id']; } $accountRelationships = CRM_Core_PseudoConstant::accountOptionValues('account_relationship', NULL); $incomeAccountRelationshipID = array_search('Income Account is', $accountRelationships); $incomeAccountFinancialAccountID = Civi::$statics[__CLASS__]['entity_financial_account'][$financialTypeID][$incomeAccountRelationshipID]; foreach (array('Chargeback Account is', 'Credit/Contra Revenue Account is') as $optionalAccountRelationship) { $accountRelationshipID = array_search($optionalAccountRelationship, $accountRelationships); if (empty(Civi::$statics[__CLASS__]['entity_financial_account'][$financialTypeID][$accountRelationshipID])) { Civi::$statics[__CLASS__]['entity_financial_account'][$financialTypeID][$accountRelationshipID] = $incomeAccountFinancialAccountID; } } } return Civi::$statics[__CLASS__]['entity_financial_account'][$financialTypeID][$relationTypeId]; } /** * Get Financial Account type relations. * * @param $flip bool * * @return array * */ public static function getfinancialAccountRelations($flip = FALSE) { $params = array('labelColumn' => 'name'); $financialAccountType = CRM_Core_PseudoConstant::get('CRM_Financial_DAO_FinancialAccount', 'financial_account_type_id', $params); $accountRelationships = CRM_Core_PseudoConstant::get('CRM_Financial_DAO_EntityFinancialAccount', 'account_relationship', $params); $Links = array( 'Expense Account is' => 'Expenses', 'Accounts Receivable Account is' => 'Asset', 'Income Account is' => 'Revenue', 'Asset Account is' => 'Asset', 'Cost of Sales Account is' => 'Cost of Sales', 'Premiums Inventory Account is' => 'Asset', 'Discounts Account is' => 'Revenue', 'Sales Tax Account is' => 'Liability', 'Deferred Revenue Account is' => 'Liability', ); if (!$flip) { foreach ($Links as $accountRelation => $accountType) { $financialAccountLinks[array_search($accountRelation, $accountRelationships)] = array_search($accountType, $financialAccountType); } } else { foreach ($Links as $accountRelation => $accountType) { $financialAccountLinks[array_search($accountType, $financialAccountType)][] = array_search($accountRelation, $accountRelationships); } } return $financialAccountLinks; } /** * Get Deferred Financial type. * * @return array * */ public static function getDeferredFinancialType() { $deferredFinancialType = array(); $query = "SELECT ce.entity_id, cft.name FROM civicrm_entity_financial_account ce INNER JOIN civicrm_financial_type cft ON ce.entity_id = cft.id WHERE ce.entity_table = 'civicrm_financial_type' AND ce.account_relationship = %1 AND cft.is_active = 1"; $deferredAccountRel = key(CRM_Core_PseudoConstant::accountOptionValues('account_relationship', NULL, " AND v.name LIKE 'Deferred Revenue Account is' ")); $queryParams = array(1 => array($deferredAccountRel, 'Integer')); $dao = CRM_Core_DAO::executeQuery($query, $queryParams); while ($dao->fetch()) { $deferredFinancialType[$dao->entity_id] = $dao->name; } return $deferredFinancialType; } /** * Check if financial account is referenced by financial item. * * @param int $financialAccountId * * @param int $financialAccountTypeID * * @return bool * */ public static function validateFinancialAccount($financialAccountId, $financialAccountTypeID = NULL) { $sql = "SELECT f.financial_account_type_id FROM civicrm_financial_account f INNER JOIN civicrm_financial_item fi ON fi.financial_account_id = f.id WHERE f.id = %1 AND f.financial_account_type_id IN (%2) LIMIT 1"; $params = array('labelColumn' => 'name'); $financialAccountType = CRM_Core_PseudoConstant::get('CRM_Financial_DAO_FinancialAccount', 'financial_account_type_id', $params); $params = array( 1 => array($financialAccountId, 'Integer'), 2 => array( implode(',', array( array_search('Revenue', $financialAccountType), array_search('Liability', $financialAccountType), ) ), 'Text', ), ); $result = CRM_Core_DAO::singleValueQuery($sql, $params); if ($result && $result != $financialAccountTypeID) { return TRUE; } return FALSE; } /** * Validate Financial Type has Deferred Revenue account relationship * with Financial Account. * * @param array $params * Holds submitted formvalues and params from api for updating/adding contribution. * * @param int $contributionID * Contribution ID * * @param array $priceSetFields * Array of price fields of a price set. * * @return bool * */ public static function checkFinancialTypeHasDeferred($params, $contributionID = NULL, $priceSetFields = NULL) { if (!CRM_Contribute_BAO_Contribution::checkContributeSettings('deferred_revenue_enabled')) { return FALSE; } $recognitionDate = CRM_Utils_Array::value('revenue_recognition_date', $params); if (!(!CRM_Utils_System::isNull($recognitionDate) || ($contributionID && isset($params['prevContribution']) && !CRM_Utils_System::isNull($params['prevContribution']->revenue_recognition_date))) ) { return FALSE; } $lineItems = CRM_Utils_Array::value('line_item', $params); $financialTypeID = CRM_Utils_Array::value('financial_type_id', $params); if (!$financialTypeID) { $financialTypeID = $params['prevContribution']->financial_type_id; } if (($contributionID || !empty($params['price_set_id'])) && empty($lineItems)) { if (!$contributionID) { CRM_Price_BAO_PriceSet::processAmount($priceSetFields, $params, $items); } else { $items = CRM_Price_BAO_LineItem::getLineItems($contributionID, 'contribution', TRUE, TRUE, TRUE); } if (!empty($items)) { $lineItems[] = $items; } } $deferredFinancialType = self::getDeferredFinancialType(); $isError = FALSE; if (!empty($lineItems)) { foreach ($lineItems as $lineItem) { foreach ($lineItem as $items) { if (!array_key_exists($items['financial_type_id'], $deferredFinancialType)) { $isError = TRUE; } } } } elseif (!array_key_exists($financialTypeID, $deferredFinancialType)) { $isError = TRUE; } if ($isError) { $error = ts('Revenue Recognition Date cannot be processed unless there is a Deferred Revenue account setup for the Financial Type. Please remove Revenue Recognition Date, select a different Financial Type with a Deferred Revenue account setup for it, or setup a Deferred Revenue account for this Financial Type.'); throw new CRM_Core_Exception($error); } return $isError; } /** * Retrieve all Deferred Financial Accounts. * * * @return array of Deferred Financial Account * */ public static function getAllDeferredFinancialAccount() { $financialAccount = array(); $result = civicrm_api3('EntityFinancialAccount', 'get', array( 'sequential' => 1, 'return' => array("financial_account_id.id", "financial_account_id.name", "financial_account_id.accounting_code"), 'entity_table' => "civicrm_financial_type", 'account_relationship' => "Deferred Revenue Account is", )); if ($result['count'] > 0) { foreach ($result['values'] as $key => $value) { $financialAccount[$value['financial_account_id.id']] = $value['financial_account_id.name'] . ' (' . $value['financial_account_id.accounting_code'] . ')'; } } return $financialAccount; } /** * Get Organization Name associated with Financial Account. * * @param bool $checkPermissions * * @return array * */ public static function getOrganizationNames($checkPermissions = TRUE) { $result = civicrm_api3('FinancialAccount', 'get', array( 'return' => array("contact_id.organization_name", "contact_id"), 'contact_id.is_deleted' => 0, 'options' => array('limit' => 0), 'check_permissions' => $checkPermissions, )); $organizationNames = array(); foreach ($result['values'] as $values) { $organizationNames[$values['contact_id']] = $values['contact_id.organization_name']; } return $organizationNames; } }