# 💻 Sistemul # Managerul de magazin comandă marfă ## Data mapping The suppliers for a product are distinct for each facility. There is a party for each Facility. Suppliers are stored in mantle.product.ProductPrice, using the following fields: - **productPriceId**: supplierId+"\_"+productId+"\_"+facilityPartyId - **productId**: productId - **vendorPartyId**: supplierId - **customerPartyId**: facilityPartyId - **priceTypeEnumId**: "PptCurrent" - **pricePurposeEnumId**: "PppPurchase" - **price**: price - **priceUomId**: "RON" - **preferredOrderEnumId**: "SpoMain" or "SpoAlternate" - **otherPartyItemId**: supplierProductId - **otherPartyItemName**: supplierProductName Product Pareto category is stored as: ``` mantle.product.category.ProductCategoryMember ``` - **productCategoryId**: facilityPartyId+paretoCategory (eg.: L2A) - **productId**: productId ``` mantle.product.category.ProductCategory ``` - **productCategoryId**: facilityPartyId+paretoCategory (eg.: L2A) - **productCategoryTypeEnumId**: PctPareto - **categoryName**: "Colibri Pareto A" - **ownerPartyId**: L2 Products that should be kept in stock and replenished when sold are stored as: ``` mantle.product.Product ``` - **requireInventory**: Y or null ``` mantle.facility.ProductFacility: ``` - **productId**: productId - **facilityId**: facilityId - **minimumStock**: minimumStock Product ordering requirements are stored as: ``` mantle.request.requirement.Requirement ``` - **requirementTypeEnumId**: RqTpInventory - **statusId**: statusId - **facilityId**: facilityId ?: ec.user.getPreference('FacilityActive') ?: ec.user.getPreference('FacilityGeneralDefault') - **productId**: productId - **quantity**: quantity - **description**: supplier.organizationName ## Screen outline ### Necesar - search widgets - table - cod - denumire - UM - pareto - ultimul preț achiziție fără TVA - preț vânzare - furnizori - stocAchCuTVA (hidden) - DIO(zile epuizare stoc) (hidden) - stocAchCuTVA \* DIO (hidden) - stocMinim - stoc L1 - stoc L2 - comanda recomandată L2 - comenzi furnizor L2 - adauga - refresh button ### Aproba - search widgets - Comanda - Delete - table - Cod - Denumire - UM - ULPfTVA - preț vânzare - Furnizori - Necesar - Comanda popup - furnizor - trimite pe ### Comenzi - search widgets - Delete - table - Cod - Denumire - UM - Furnizor - Comandat ## Screen data mapping ### Necesar
**Table****Products** WHERE Product.ACTIV\_FIELD = true AND Product.HIDE\_WHEN\_ORDERING\_FIELD = false **mantle.product.ProductPrices** WHERE requireInventory = Y/null AND customerPartyId = this gestiune partyId(L2) AND priceTypeEnumId = PptCurrent AND pricePurposeEnumId = PppPurchase
codProduct.BARCODE\_FIELD
denumireProduct.NAME\_FIELD
UMProduct.UOM\_FIELD
Pareto mantle.product.category.ProductCategoryMember.productCategoryId
ultimul preț achiziție fără TVAProduct.LAST\_BUYING\_PRICE\_FIELD
preț vânzareProduct.PRICE\_FIELD
furnizori **Organization.organizationName** from ProductPrice.vendorPartyId WHERE preferredOrderEnumId = SpoMain
stocAchCuTVAproduct.stocLX \* lastBuyingPriceWithVAT
DIOstocAchCuTVA / dailyCogs dailyCogs = (Product.getTotalSalesPeUltimulAn - Product.getTotalProfitPeUltimulAn) / 250(zile lucratoare in an)
stocMinimPF.minimumStock ProductFacility PF where PF.facilityId = gest.id AND PF.productId = product.id
For each gestiune
stoc gest.getImportNamep.stoc(gest)
comanda recomandată L2PF.minimumStock-p.stoc(gest) ?. p.recommendedOrder(gest)
comenzi furnizor L2SUM(R.quantity) mantle.request.requirement.Requirements R WHERE R.productId = product.id
adauganew Requirement with statusId = RqmtStCreated
### Aproba
**Table****Requirements R** WHERE R.statusId = RqmtStCreated AND R.facilityId = L2 **JOIN Product P JOIN ProductPrice PP**
CodP.BARCODE\_FIELD
DenumireP.NAME\_FIELD
UMP.UOM\_FIELD
ULPfTVAP.LAST\_BUYING\_PRICE\_FIELD
preț vânzareP.PRICE\_FIELD
Furnizori**Organization.organizationNames** from PP.vendorPartyId ORDER BY PP.preferredOrderEnumId, PP.price
NecesarR.quantity
**Comanda popup****Selected rows R**
furnizor(**S**)Auto select most common supplier from selected rows
trimite peUpdate on Supplier change Printeaza, ${PartyContactMech PCM WHERE PCM.contactMechPurposeId = 'PhoneShippingOrigin'}, IF supplier is internal organization THEN Transfera
### Comenzi
**Table****Requirements R** WHERE R.statusId = RqmtStOrdered AND R.facilityId = L2 **JOIN Product P**
CodP.BARCODE\_FIELD
DenumireP.NAME\_FIELD
UMP.UOM\_FIELD
FurnizorR.description
ComandatR.quantity
# Managerul de magazin creează produsele ## Data mapping Prices are stored in mantle.product.ProductPrice, using the following fields: - **productPriceId**: autoincrement - **productId**: productId - **pricePurposeEnumId**: "PppPurchase" - **priceUomId**: "RON" - **priceTypeEnumId**: "PptList" or "PptCurrent" - **price**: price ## Data statements - Regular price is **ProductPrice** of type **PptList.** - Promotional price is **ProductPrice** of type **PptCurrent.** - Quantity promotion is **ProductPrice** of type **PptCurrent** with extra field: **minQuantity.** - Customer specific pricing is **ProductPrice** of type **PptCurrent** with extra field: **customerPartyId.** - Customer specific quantity promotion is **ProductPrice** of type **PptCurrent** with extra fields: **minQuantity, customerPartyId.** # Managerul de magazin recepționează factura Când **Managerul de magazin** inregistrează o Factură de intrare si produsul este Marfa, **Sistemul** actualizează prețul furnizorului și îl setează ca furnizor principal pentru marfa recepționată. Când **Managerul de magazin** înregistrează o linie de intrare și cantitatea e mai mare ca 0, **Sistemul** șterge comenzile puse pentru produsul respectiv. ## Managerul receptioneaza eFactura ### Povestea **Sistemul** descarca facturile primite de pe ANAF. **Managerul** incarca eFacturile de pe o anumita perioada, apoi selecteaza o factura care nu a fost receptionata. **Sistemul** gaseste partenerul dupa CUI si il selecteaza. **Managerul** face receptia cu unul din modurile: 1. **Receptioneaza**. **Sistemul** deschide fereastra Manager -> Receptii si precompleteaza campurile cu datele de pe factura, apoi deschide dialogul Adauga si precompleteaza campurile cu datele de la prima linie de pe factura. Dupa ce **Managerul** salveaza linia, **Sistemul** actualizeaza codul furnizorului pentru produsul respectiv, marcheaza linia de pe eFactura ca receptionata si continua cu urmatoarele linii de pe factura. Dupa ce ultima linie a fost receptionata, **Sistemul** marcheaza eFactura ca receptionata. 2. **Fara linii**. **Sistemul** deschide fereastra Urmarire Parteneri, selecteaza partenerul de pe factura si modul CUMPARARE, apoi deschide Adauga Document si precompleteaza campurile. Dupa ce **Managerul** salveaza factura, **Sistemul** marcheaza eFactura ca receptionata. 3. **Doar marcheaza**. **Sistemul** marcheza eFactura ca receptionata. ### Data mapping A received ANAF eInvoice is stored as: **moqui.service.message.SystemMessage** - **systemMessageId:** AnafReceivedMessage.id - **systemMessageTypeId**: ANAFReceivedInvoice - **statusId**: SmsgReceived - **isOutgoing**: N - **initDate**: now - **processedDate**: confirmed date - **messageText**: rawXml - **senderId**: AccountingSupplierParty.Party.PartyTaxScheme.CompanyID - **receiverId**: AccountingCustomerParty.Party.PartyTaxScheme.CompanyID - **messageId**: cbc:ID(invoice number) - **messageDate**: IssueDate - **docType**: "Invoice" or "CreditNote" - **docSubType**: InvoiceTypeCode or CreditNoteTypeCode - **docControl**: LegalMonetaryTotal.TaxInclusiveAmount.value **moqui.service.message.SystemMessageType** - **systemMessageTypeId**: ANAFReceivedInvoice - **description**: "Invoice received through a message from ANAF eFactura" **mantle.account.invoice.InvoiceSystemMessage** - **invoiceId**: AccountingDocument.id - **systemMessageId**: AnafReceivedMessage.id And the invoice lines are split into one message each: **moqui.service.message.SystemMessage** - **systemMessageId:** AnafReceivedMessage.id+"\_"+InvoiceLine.id - **systemMessageTypeId**: ANAFReceivedInvoiceLine - **statusId**: SmsgReceived - **isOutgoing**: N - **initDate**: now - **processedDate**: confirmed date - **parentMessageId**: AnafReceivedMessage.id - **messageText**: InvoiceLineXml **moqui.service.message.SystemMessageType** - **systemMessageTypeId**: ANAFReceivedInvoiceLine - **description**: "Invoice line split from an ANAF eInvoice" ### Data statements - A received(posted in the books) ANAF eInvoice is **SystemMessage** with **statusId**=SmsgConfirmed. - A received ANAF eInvoice line is a **SystemMessage** with **statusId**=SmsgConfirmed ### Service data mapping #### **Managerul** incarca eFacturile de pe o anumita perioada **Managerul** interogheaza **Moqui** pe o perioada intre from si to. **Moqui** interogheaza **cloud-anaf-connector** la /invoices/search/between (from, to). **Cloud-anaf-connector** returneaza List<ReceivedInvoice>. Pentru fiecare ReceivedInvoice.id=systemMessageId care nu exista **Moqui** creeaza un SystemMessage. **Moqui** consuma SystemMessages noi. **Moqui** returneaza **Managerului** efacturile intre from si to. #### **find#AnafInvoices** SystemMessage SM JOIN InvoiceSystemMessage ISM on systemMessageId WHERE SM.systemMessageTypeId=ANAFReceivedInvoice AND SM.messageDate between(from, to) ReceivedMessage RM WHERE RM.creationDate between(from, to) IN - **start**: start - **end**: end OUT - **id**: SM.systemMessageId ?: RM.id - **senderId**: SM.senderId ?: RM.taxId - **senderName**: AccountingSupplierParty.Party.PartyLegalEntity.RegistrationName - **issueDate**: SM.messageDate :? RM.creationDate - **invoiceNumber**: SM.messageId - **invoiceTotal**: LegalMonetaryTotal.TaxInclusiveAmount.value - **taxTotal**: TaxTotal.TaxAmount.value - **taxExclusiveAmount**: LegalMonetaryTotal.TaxExclusiveAmount.value - **invoiceId**: ISM.invoiceId - **statusId**: SM.statusId - **rawXml**: messageText - **messageType**: "AnafRecMsgBillReceived" ?: RM.statusId - **messageTypeL10n**: ec.l10n.localize("AnafRecMsgBillReceived") ?: ec.l10n.localize(RM.statusId) - **details**: RM.details #### **find#AnafInvoiceLines** SystemMessage SML WHERE SML.systemMessageTypeId=ANAFReceivedInvoiceLine AND SML.parentMessageId=systemMessageId IN - **systemMessageId**: systemMessageId OUT - **id**: SML.systemMessageId - **lineId**: ID - **itemId**: Item.SellersItemIdentification.ID - **name**: Item.Name + Item.Description - **price**: Price.PriceAmount - **priceCurrency**: Price.PriceAmount(currencyID) - **quantity**: InvoicedQuantity or CreditedQuantity - **uom**: [UNECERec20ToDisplay](https://docs.peppol.eu/logistics/codelist/UNECERec20/)(InvoicedQuantity(unitCode) or CreditedQuantity(unitCode)) - **total**: LineExtensionAmount - **totalCurrency**: LineExtensionAmount(currencyID) - **statusId**: SML.statusId ### Screen data mapping
**Table**find#anafInvoices
Idid
Cif emitentsenderId
Nume emitentsenderName
Tip mesajmessageTypeL10n
DataissueDate
Mesajdetails
NumarinvoiceNumber
ValCuTVAinvoiceTotal
Id facturainvoiceId
Receptionat**true** if statusId=SmsgConfirmed else **false**
**Receptie popup**selected AnafInvoice AI FILTER AI.messageType = "AnafRecMsgBillReceived"
PartenerPartner P WHERE P.codFiscal=AI.senderId
FacturaAI.invoiceNumber
DataAI.issueDate
ValFaraTVAAI.taxExclusiveAmount
ValTVAAI.taxTotal
ValCuTVAAI.invoiceTotal
lines summaryforeach find#AnafInvoiceLines IL IL.lineId IL.name IL.price IL.priceCurrency X IL.quantity uom = IL.total IL.totalCurrency
# Managerul reconciliază extrasul bancar ## Data mapping foreach line WHERE line = debit - **IF** line starts with ignore case 'COMIS' **THEN** doc.gestiune=gestiuneId | Partner='RAIFF gestiune.name.upper' | TipDoc.PLATA | doc=CARD | docNr=NC | date=closingDate | doc.name=COM | doc.total=sum(lines) | banca=contBancarId - **ELSE IF** line.partner = 'LINIC SRL' **THEN** doc.gestiune=L1 | Partner='RAIFF gestiune.name.upper' | TipDoc.PLATA | doc='ORDIN PLATA' | docNr=OP | date=line.date | doc.name=line.description | doc.total=line.total | banca=contBancarId - **ELSE** Partner=line.partner | TipDoc.PLATA | doc='ORDIN PLATA' | date=line.date | doc.total=line.total | banca=contBancarId foreach line WHERE line = credit - **IF** line contains 'Depunere numerar' **THEN** doc.gestiune=gestiuneId | Partner='RAIFF gestiune.name.upper' | TipDoc.INCASARE | doc='CHITANTA' | date=line.date | doc.name=INC | doc.total=line.total | banca=contBancarId - **ELSE IF** line starts with 'AK' AND contains 'POS' **THEN** doc.gestiune=gestiuneId | Partner='CARD INCASARE' | TipDoc.INCASARE | doc='CARD' | docNr='NC' | date=line.date | doc.name='INC' | doc.total=line.total | banca=contBancarId **OR** doc.gestiune=gestiuneId | Partner not 'CARD INCASARE' or 'RAIFF...' | TipDoc.INCASARE | doc='CARD' | date=line.date | doc.total=line.total | banca=contBancarId # Vânzătorul vinde marfa Cand **Vanzatorul** întregistrează o linie de vânzare în interfața nouă și prețul din Moqui este diferit, **Sistemul** adaugă diferența de preț ca și o linie nouă de discount. Cand **Vanzatorul** întregistrează o linie de vânzare în interfața nouă **și** închide bonul **și** furnizorul principal al produsului este Dunca **și** stocul intră în negativ, **Sistemul** trimite comandă la furnizor pentru produsul respectiv. ## Data statements A POS sale is an OrderHeader with **salesChannelEnumId =** **POS** and Customer = **\_NA\_** and **CarrierShipmentMethod.shipmentMethodEnumId = ShMthPickUp**. A POS cash payment is represented by an **Invoice** of type **InvoiceSimplified** with an attached payment of type **PtInvoicePayment** and **paymentInstrumentEnumId** = PiCash OR PiCod and **toPaymentMethodId** is a PaymentMethod with **paymentMethodTypeEnumId** = PmtCash and **ownerPartyId** = facility/store party id. A POS card payment is represented by an **Invoice** of type **InvoiceSimplified** with an attached payment of type **PtInvoicePayment** and **paymentInstrumentEnumId** = PiDebitCard and **toPaymentMethodId** is a PaymentMethod with **paymentMethodTypeEnumId** = PmtBankAccount and **ownerPartyId** = facility/store party id, and an attached BankAccount(subtype of PaymentMethod). NOTE: we use BankAccount for pos card payments because the money goes directly to our BankAccount and we don't store card details. The CreditCard payment method subtype with the type PmtCreditCard is only used for online card payments, where we need the card details. ``` Scenario A: Customer pays an invoice using store credit paymentTypeEnumId = PtInvoicePayment paymentInstrumentEnumId = PiFinancialAccount paymentMethodId → PaymentMethod (PmtFinancialAccount) └─ finAccountId → FinancialAccount (CustomerCredit) Payment.finAccountId → same FinancialAccount finAccountAuthId → FinancialAccountAuth (holds the funds) finAccountTransId → FinancialAccountTrans (the debit from the account) Scenario B: Loading money onto a gift card (funding the FinancialAccount) paymentTypeEnumId = PtFinancialAccount paymentInstrumentEnumId = PiCreditCard (how the customer pays to load it) paymentMethodId → PaymentMethod (PmtCreditCard) Payment.finAccountId → FinancialAccount (GiftCard) being loaded ``` # Import data from legacy app ## Import Partners ### Data mapping Company company; private Delegat delegat; Integer termenPlata; List<Document> documents; Boolean platitorTva; Boolean tvaLaIncasare; LocalDate dataInceputTvaInc; LocalDate dataSfarsitTvaInc; Boolean splitTva; LocalDate dataInceputSplitTVA; LocalDate dataAnulareSplitTVA; FidelityCard fidelityCard; Boolean inactiv; Set<PartnerGrupaInteresMapping> grupeInteres = new HashSet(); boolean notifyAppointment = false; Add Customer and Supplier role ``` mantle.party.Party partyId = id isPerson = isEmpty(legacyP.getCodFiscal()) partyTypeEnumId = isPerson ? "PtyPerson" : "PtyOrganization" disabled = !activ mantle.party.Person firstName = name.remove("^A - ").split(" ")[1+" "+..i] lastName = name.remove("^A - ").split(" ")[0] nickname = name mantle.party.Organization organizationName = name mantle.party.PartyIdentification partyIdTypeEnumId = "PtidTaxId" idValue = codFiscal mantle.party.PartyIdentification partyIdTypeEnumId = "PtidTradeReg" idValue = regCom mantle.party.contact.ContactMech contactMechId = legacyId + "_PHONE" contactMechTypeEnumId = "CmtTelecomNumber" mantle.party.contact.TelecomNumber contactNumber = phone mantle.party.contact.PartyContactMech contactMechPurposeId = "PhonePrimary" fromDate = y2000 mantle.party.contact.ContactMech contactMechId = legacyId + "_EMAIL" contactMechTypeEnumId = "CmtEmailAddress" infoString = email mantle.party.contact.PartyContactMech contactMechPurposeId = "EmailPrimary" fromDate = y2000 mantle.party.contact.ContactMech contactMechId = legacyId + "_ADDR" contactMechTypeEnumId = "CmtPostalAddress" mantle.party.contact.PostalAddress countryGeoId = legacyAddr.getCountry() countyGeoId = legacyAddr.getJudet() city = legacyAddr.getOras() address1 = legacyAddr.getStrada() postalCode = legacyAddr.getNr() mantle.party.contact.PartyContactMech contactMechPurposeId = "PostalPrimary" fromDate = y2000 mantle.party.contact.ContactMech contactMechId = legacyId + "_DELIV_ADDR" contactMechTypeEnumId = "CmtPostalAddress" mantle.party.contact.PostalAddress address1 = deliveryAddress directions = indicatii mantle.party.contact.PartyContactMech contactMechPurposeId = "PostalShippingDest" fromDate = y2000 mantle.account.method.PaymentMethod paymentMethodId = legacyId + "_BANK" paymentMethodTypeEnumId = "PmtBankAccount" ownerPartyId = legacyId mantle.account.method.BankAccount bankName = banca accountNumber = iban ``` # Programul de fidelizare Partener Colibri ## Data mapping A Colibri Partner is: ``` mantle.party.PartyRole partyId = partner.id roleTypeId = "Affiliate" mantle.party.PartyIdentification partyId = partner.id partyIdTypeEnumId = "PtidAffiliateId" idValue = partnerCode mantle.party.contact.ContactMech contactMechId = partner.id + "_PHONE" contactMechTypeEnumId = "CmtTelecomNumber" mantle.party.contact.TelecomNumber contactMechId = contactMechId contactNumber = phone mantle.party.contact.PartyContactMech partyId = partner.id contactMechId = contactMechId contactMechPurposeId = "PhonePrimary" fromDate = now mantle.account.financial.FinancialAccount finAccountId = partner.id finAccountTypeId = "ServiceCredit" statusId = "FaActive" finAccountName = "Partener Colibri" organizationPartyId = L2 ownerPartyId = partner.id mantle.party.agreement.AgreementParty agreementId = "PartenerColibri" partyId = partner.id roleTypeId = "Affiliate" mantle.party.agreement.Agreement agreementId = "PartenerColibri" agreementTypeEnumId = "AgrCommission" organizationPartyId = L2 organizationRoleTypeId = "OrgInternal" mantle.party.agreement.AgreementTerm agreementTermId = "PartenerColibri_1..10" agreementId = "PartenerColibri" termTypeEnumId = "TtCommission" termNumber = 50,150,300,500,750,1500,2500,3500,6000,10000 minQuantity = 500,5000,10000,15000,20000,30000,40000,50000,75000,100000 ``` A received payment from a Colibri partner is: ``` mantle.account.payment.Payment paymentId = legacyIncasare.id paymentTypeEnumId = "PtInvoicePayment" fromPartyId = legacyIncasare.partner.id toPartyId = L2 statusId = "PmntDelivered" effectiveDate = legacyIncasare.dataDoc amount = legacyIncasare.getTotal() mantle.account.payment.PaymentParty paymentId = paymentId partyId = affiliatePartnerId roleTypeId = "Affiliate" ``` When a new threshold is reached the customer credit is replenished like this: ``` mantle.account.financial.FinancialAccountTrans finAccountTransId = "PC${partner.id}_1..10" finAccountTransTypeEnumId = "FattDeposit" finAccountId = partner.id fromPartyId = L2 toPartyId = partnerAffiliate.id transactionDate = now amount = termNumber - previous termNumber ``` ## Service mapping ``` WHEN foreach incaseazaDocsOrPartner().paidDocs AS legacyIncasare closeBonCasa().get(InvocationResult.ACCT_DOC_KEY) AS legacyIncasare closeFacturaBCAviz().get(InvocationResult.CHITANTA_KEY) AS legacyIncasare THEN createPayments() seca: checkPartnerAgreements after createPayments() affiliatePartyId = PaymentParty.partyId WHERE PaymentParty.roleTypeId = "Affiliate" if null affiliatePartyId = Payment.fromPartyId agreementParty = AgreementParty WHERE agreementId = "PartenerColibri" AND roleTypeId = "Affiliate" AND partyId = affiliatePartyId if agreementParty is null then EXIT lastThresholdReached = FinancialAccountTrans WHERE toPartyId = affiliatePartyId AND finAccountTransTypeEnumId = "FattDeposit" AND fromPartyId = "L2" AND finAccountId = affiliatePartyId ORDER BY finAccountTransId.split("_")[1].toInt GET LARGEST nextThreshold = AgreementTerm WHERE agreementTermId = "PartenerColibri_${lastThresholdIndex + 1}" ?: "PartenerColibri_1" lastReachedTerm = AgreementTerm WHERE agreementTermId = "PartenerColibri_${lastThresholdIndex}" ?: null if nextThreshold is null then EXIT if affiliatePartyPaymentsTotal > nextThreshold.minQuantity AND NOT EXISTS FinancialAccountTrans WHERE finAccountTransId = "PC${partner.id}_${lastThresholdIndex + 1}" create FinancialAccountTrans finAccountTransId = "PC${affiliatePartyId}_${lastThresholdIndex + 1}" finAccountTransTypeEnumId = "FattDeposit" finAccountId = partner.id fromPartyId = "L2" toPartyId = affiliatePartyId transactionDate = now amount = nextThreshold.termNumber - (lastReachedTerm.termNumber ?: 0) create legacy DiscountDoc incasare send threshold reached SMS to affiliate else send payment received SMS to affiliate ```