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Added support for Removals.

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Added interfaces to quote status setting.

Produce emails on completion of quotation.

git-svn-id: http://locode01.ad.dom/svn/WEBMIP/trunk@3291 248e525c-4dfb-0310-94bc-949c084e9493
This commit is contained in:
hardya
2008-01-17 17:51:20 +00:00
parent 5c4dcdaeca
commit 9d7b4c263b
1 changed files with 422 additions and 51 deletions
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473
Modules/mip_quotation.pck
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@@ -27,8 +27,13 @@ CREATE OR REPLACE PACKAGE mip_quotation IS
%param p_id the id of the enquiry to be checked
*/
PROCEDURE produce_quotes(p_id IN enquiries.id%TYPE);
PROCEDURE produce_quotes(p_enqu_id IN enquiries.id%TYPE
,p_rfq_prty_id IN parties.id%TYPE
,p_owner_prty_id IN parties.id%TYPE DEFAULT NULL);
/** Make quote available
%param p_qute_id id of the quote to be marked as available
*/
PROCEDURE make_quote_available(p_qute_id IN quotes.id%TYPE);
/** Accept a quote
%param p_qute_id id of the quote to be accepted
%param p_description optional description to be recorded with the event
@@ -62,7 +67,16 @@ CREATE OR REPLACE PACKAGE mip_quotation IS
PROCEDURE select_quote(p_qute_id IN quotes.id%TYPE
,p_description quote_events.description%TYPE DEFAULT NULL
,p_event_date IN DATE DEFAULT SYSDATE);
/** Lapse a quote
%param p_qute_id id of the quote to be selected
%param p_description optional description to be recorded with the event
%param p_event_date optional date for this event (defaults to now)
*/
PROCEDURE lapse_quote(p_qute_id IN quotes.id%TYPE
,p_description quote_events.description%TYPE DEFAULT NULL
,p_event_date IN DATE DEFAULT SYSDATE);
PROCEDURE lapse_quotes_job;
END mip_quotation;
/
CREATE OR REPLACE PACKAGE BODY mip_quotation IS
@@ -73,12 +87,12 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
g_internal_reason CONSTANT t_internal_or_external := 'INTERNAL';
g_external_reason CONSTANT t_internal_or_external := 'EXTERNAL';
SUBTYPE t_manual_or_automatic_quote IS VARCHAR2(9);
SUBTYPE t_manual_or_automatic_quote IS VARCHAR2(2);
SUBTYPE t_enqu IS enquiries%ROWTYPE;
g_manual_quote CONSTANT t_manual_or_automatic_quote := 'MANUAL';
g_automatic_quote CONSTANT t_manual_or_automatic_quote := 'AUTOMATIC';
g_manual_quote CONSTANT t_manual_or_automatic_quote := 'MQ';
g_automatic_quote CONSTANT t_manual_or_automatic_quote := 'AQ';
TYPE t_rec_additional_costs IS RECORD(
adit_code additional_items.code%TYPE
@@ -93,7 +107,16 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
,p_description quote_events.description%TYPE DEFAULT NULL
,p_event_date DATE DEFAULT SYSDATE) IS
BEGIN
NULL; --IF p_qust_code = 'ACCEPTED' THEN;
INSERT INTO quote_events
(qute_id
,qust_code
,event_date
,description)
VALUES
(p_qute_id
,p_qust_code
,p_event_date
,p_description);
END add_quote_event;
PROCEDURE accept_quote(p_qute_id IN quotes.id%TYPE
@@ -117,6 +140,16 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
,p_description => p_description);
END reject_quote;
PROCEDURE lapse_quote(p_qute_id IN quotes.id%TYPE
,p_description quote_events.description%TYPE DEFAULT NULL
,p_event_date IN DATE DEFAULT SYSDATE) IS
BEGIN
add_quote_event(p_qute_id => p_qute_id
,p_qust_code => 'LAPSED'
,p_event_date => p_event_date
,p_description => p_description);
END lapse_quote;
PROCEDURE reject_all_quotes(p_enqu_id IN enquiries.id%TYPE
,p_description quote_events.description%TYPE DEFAULT NULL
,p_event_date IN DATE DEFAULT SYSDATE) IS
@@ -153,9 +186,31 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
END select_quote;
PROCEDURE request_manual_quote(p_enqu_id IN enquiries.id%TYPE) IS
PROCEDURE lapse_quotes_job IS
l_current_date DATE := trunc(SYSDATE);
l_quote_expiry_date DATE;
BEGIN
FOR cur_quote IN (SELECT v.qute_id
FROM v_current_quote_status v
,quotes q
WHERE v.qust_code IN ('AV', 'SELECTED')
AND v.qute_id = q.id
AND q.valid_until < l_current_date) LOOP
lapse_quote(p_qute_id => cur_quote.qute_id
,p_description => 'Quote lapsed automatically by system.');
END LOOP;
END lapse_quotes_job;
FUNCTION start_quote(p_enqu_id IN enquiries.id%TYPE
,p_manual_or_automatic IN VARCHAR2 DEFAULT g_automatic_quote
,p_rfq_prty_id IN parties.id%TYPE
,p_owner_prty_id IN parties.id%TYPE)
RETURN quotes.id%TYPE IS
l_qute_id quotes.id%TYPE;
BEGIN
INSERT INTO quotes
(id
,qute_type
@@ -166,10 +221,12 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
,created_by)
VALUES
(qute_seq.NEXTVAL
,'MQ' -- manual quote
,p_manual_or_automatic
,p_enqu_id
,trunc(SYSDATE)
,trunc(SYSDATE + 90)
,(SELECT VALUE + trunc(SYSDATE)
FROM system_configuration syco
WHERE syco.parameter = 'QUOTE_LAPSE_LIMIT')
,SYSDATE
,USER)
RETURNING id INTO l_qute_id;
@@ -183,6 +240,210 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
,'INP' -- In Progress
,l_qute_id);
INSERT INTO quote_roles
(prty_id
,qute_id
,rt_code
,start_date)
VALUES
(p_rfq_prty_id
,l_qute_id
,'Q RFQ'
,SYSDATE);
INSERT INTO quote_roles
(prty_id
,qute_id
,rt_code
,start_date)
VALUES
(nvl(p_owner_prty_id
,p_rfq_prty_id)
,l_qute_id
,'Q OWN'
,SYSDATE);
RETURN l_qute_id;
END start_quote;
PROCEDURE make_quote_available(p_qute_id IN quotes.id%TYPE) IS
BEGIN
INSERT INTO quote_events
(event_date
,qust_code
,qute_id)
VALUES
(SYSDATE
,'AV' -- Available
,p_qute_id);
END make_quote_available;
PROCEDURE produce_email(p_enqu_id IN enquiries.id%TYPE) IS
l_manual_or_automatic t_manual_or_automatic_quote;
l_recipient VARCHAR(240);
l_subject VARCHAR2(240);
lg_body CLOB;
lg_html_body CLOB;
lgc_newline CONSTANT CHAR(1) DEFAULT chr(13);
l_description enquiry_types.description%TYPE;
PROCEDURE open_body IS
BEGIN
dbms_lob.createtemporary(lob_loc => lg_body
,cache => TRUE);
dbms_lob.OPEN(lob_loc => lg_body
,open_mode => dbms_lob.lob_readwrite);
dbms_lob.createtemporary(lob_loc => lg_html_body
,cache => TRUE);
dbms_lob.OPEN(lob_loc => lg_html_body
,open_mode => dbms_lob.lob_readwrite);
dbms_lob.writeappend(lg_html_body
,length('<html><body>')
,'<html><body>');
END open_body;
PROCEDURE close_body IS
BEGIN
dbms_lob.writeappend(lg_html_body
,length('</body></html>')
,'</body></html>');
END close_body;
PROCEDURE al(p_in IN VARCHAR2) IS
BEGIN
dbms_lob.writeappend(lg_body
,length(p_in || lgc_newline)
,p_in || lgc_newline);
dbms_lob.writeappend(lg_html_body
,length(p_in || '<br>')
,p_in || '<br>');
END al;
BEGIN
open_body;
SELECT description
INTO l_description
FROM enquiry_types enty
,enquiries enqu
WHERE enty.code = enqu.enty_code
AND enqu.id = p_enqu_id;
al('This email has been produced automatically by the WEBMIP quotation system');
al(' ');
al('Quotations produced in response to Enquiry refererence: ' ||
p_enqu_id || ' (' || l_description || ')');
FOR l_qute IN (SELECT *
FROM quotes
WHERE enqu_id = p_enqu_id) LOOP
l_manual_or_automatic := l_qute.qute_type;
IF l_qute.qute_type = g_automatic_quote THEN
al('Automatic Quote Reference: ' || l_qute.id);
al('Quote Summary:');
al('This quote is valid from ' ||
to_char(l_qute.valid_from
,'Dth Month YYYY') || ' to ' ||
to_char(l_qute.valid_until
,'Dth Month YYYY'));
FOR l_sum IN (SELECT *
FROM v_quote_details
WHERE quote_id = l_qute.id) LOOP
IF l_sum.module_code IS NOT NULL THEN
al('Module code: ' || l_sum.module_code);
END IF;
IF l_sum.lead_time IS NOT NULL THEN
al('Lead time: ' || l_sum.module_code || ' days');
END IF;
IF l_sum.additional_items IS NOT NULL THEN
al('Additional items: ' || l_sum.additional_items);
END IF;
IF l_sum.bas_code IS NOT NULL THEN
al('Base code: ' || l_sum.bas_code);
END IF;
IF l_sum.qmax IS NOT NULL THEN
al('Qmax: ' || l_sum.qmax);
END IF;
IF l_sum.qmin IS NOT NULL THEN
al('Qmin: ' || l_sum.module_code);
END IF;
IF l_sum.inlet_orientation IS NOT NULL THEN
al('Inlet orientation: ' || l_sum.inlet_orientation);
END IF;
IF l_sum.outlet_orientation IS NOT NULL THEN
al('Outlet orientation: ' || l_sum.outlet_orientation);
END IF;
IF l_sum.total_cost IS NOT NULL THEN
al('Total cost: <20>' || l_sum.total_cost);
END IF;
END LOOP;
ELSE
al('Manual Quote to be completed against Quote Reference: ' ||
l_qute.id);
al('This quote will be valid from ' ||
to_char(l_qute.valid_from
,'Dth Month YYYY') || ' to ' ||
to_char(l_qute.valid_until
,'Dth Month YYYY'));
al(' ');
al('Current Service Level Agreements dictate that a manual quote be provided with 6 days');
END IF;
al(' ');
END LOOP;
al('WEBMIP used the following reasoning in reaching this decision:');
FOR l_rec IN (SELECT reason
,internal_or_external
FROM quote_reasoning
WHERE enqu_id = p_enqu_id
ORDER BY id) LOOP
al(l_rec.reason);
END LOOP;
al(' ');
al('*** DO NOT REPLY TO THIS EMAIL ***');
close_body;
IF l_manual_or_automatic = g_automatic_quote THEN
l_subject := 'WEBMIP: Notification of generation of automatic quotes for Enquiry reference: ' ||
p_enqu_id;
SELECT VALUE
INTO l_recipient
FROM system_configuration
WHERE parameter = 'EMAIL_ADDRESS_AUTOMATIC_QUOTE';
ELSE
l_subject := 'WEBMIP: Request for a Manual Quote for Enquiry reference: ' ||
p_enqu_id;
SELECT VALUE
INTO l_recipient
FROM system_configuration
WHERE parameter = 'EMAIL_ADDRESS_MANUAL_QUOTE';
END IF;
mip_email.send_email_clob(p_recipient => l_recipient
,p_body => lg_body
,p_body_html => lg_html_body
,p_subject => l_subject);
END produce_email;
PROCEDURE request_manual_quote(p_enqu_id IN enquiries.id%TYPE
,p_rfq_prty_id IN parties.id%TYPE
,p_owner_prty_id IN parties.id%TYPE DEFAULT NULL) IS
l_qute_id quotes.id%TYPE;
BEGIN
l_qute_id := start_quote(p_enqu_id => p_enqu_id
,p_manual_or_automatic => g_manual_quote
,p_rfq_prty_id => p_rfq_prty_id
,p_owner_prty_id => p_owner_prty_id);
produce_email(p_enqu_id => p_enqu_id);
END request_manual_quote;
PROCEDURE ready_for_quote(p_id IN enquiries.id%TYPE
@@ -536,6 +797,8 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
END get_laco;
PROCEDURE produce_install_quotes(p_enqu IN t_enqu
,p_rfq_prty_id IN parties.id%TYPE
,p_owner_prty_id IN parties.id%TYPE DEFAULT NULL
,p_manual_or_automatic_quote IN OUT t_manual_or_automatic_quote) IS
l_produced_automatic_quote BOOLEAN;
l_this_is_automatic_quote BOOLEAN;
@@ -552,7 +815,7 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
,'Attempted to produce an install quote for enquiry for a installation postcode (' ||
p_enqu.install_postcode || ') without a region.');
add_quote_reason(p_enqu.id
,p_reason => 'Attempting an automatic quote for ' ||
,p_reason => 'Attempting an automatic installation quote for ' ||
p_enqu.id || '.' || ' Required SVCP ' ||
p_enqu.required_svcp_code || ', QMAX=' ||
p_enqu.qmax || ', Outlet Pressure=' ||
@@ -860,32 +1123,10 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
,p_reason => 'Producing an automatic quote.'
,p_internal_or_external => g_internal_reason);
INSERT INTO quotes
(id
,qute_type
,enqu_id
,valid_from
,valid_until
,created_on
,created_by)
VALUES
(qute_seq.NEXTVAL
,'AQ' -- automatic quote
,p_enqu.id
,trunc(SYSDATE)
,trunc(SYSDATE + 90)
,SYSDATE
,USER)
RETURNING id INTO l_qute_id;
INSERT INTO quote_events
(event_date
,qust_code
,qute_id)
VALUES
(SYSDATE
,'INP' -- In Progress
,l_qute_id);
l_qute_id := start_quote(p_enqu_id => p_enqu.id
,p_manual_or_automatic => g_automatic_quote
,p_rfq_prty_id => p_rfq_prty_id
,p_owner_prty_id => p_owner_prty_id);
INSERT INTO quote_items
(id
@@ -915,6 +1156,7 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
,qute_id
,modu_code
,qmax
,qmin
,inlet_orientation
,outlet_orientation
,cost_price
@@ -926,6 +1168,7 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
,l_qute_id
,l_rec_module.modu_code
,l_rec_module.qmax
,l_rec_module.qmin
,l_rec_module.modu_inlet_orientation
,l_rec_module.modu_outlet_orientation
,l_rec_module.modu_cost_price
@@ -1068,14 +1311,7 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
l_quote_document || '.'
,p_internal_or_external => g_internal_reason);
INSERT INTO quote_events
(event_date
,qust_code
,qute_id)
VALUES
(SYSDATE
,'AV' -- Available
,l_qute_id);
make_quote_available(l_qute_id);
END IF; -- automatic quote
@@ -1086,6 +1322,7 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
add_quote_reason(p_enqu_id => p_enqu.id
,p_reason => '-- Produced an automatic quote.'
,p_internal_or_external => g_internal_reason);
produce_email(p_enqu.id);
ELSE
p_manual_or_automatic_quote := g_manual_quote;
add_quote_reason(p_enqu_id => p_enqu.id
@@ -1096,7 +1333,125 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
END produce_install_quotes;
PROCEDURE produce_removal_quotes(p_enqu IN t_enqu
,p_rfq_prty_id IN parties.id%TYPE
,p_owner_prty_id IN parties.id%TYPE DEFAULT NULL
,p_manual_or_automatic_quote IN OUT t_manual_or_automatic_quote) IS
l_produced_automatic_quote BOOLEAN;
l_this_is_automatic_quote BOOLEAN;
l_regi_code regions.code%TYPE := mip_regions.get_region_for_postcode(p_enqu.install_postcode);
l_qute_id quotes.id%TYPE;
l_additional_costs t_rec_additional_costs;
l_quote_document VARCHAR2(240);
BEGIN
cout_assert.istrue(p_enqu.enty_code IN ('REMOVE', 'STD REMOVE')
,'Attempted to produce a removal quote for enquiry of type ' ||
p_enqu.enty_code);
cout_assert.isnotnull(l_regi_code
,'Attempted to produce an removal quote for enquiry for a installation postcode (' ||
p_enqu.install_postcode || ') without a region.');
add_quote_reason(p_enqu.id
,p_reason => 'Attempting an automatic removal quote for ' ||
p_enqu.id || '.' || ' Required SVCP ' ||
p_enqu.required_svcp_code ||
', Meter Type Code=' || p_enqu.mety_code ||
', Meter Size Code=' ||
p_enqu.existing_mesc_code || '.'
,p_internal_or_external => g_internal_reason);
l_this_is_automatic_quote := TRUE;
l_additional_costs := get_laco(p_enty_code => p_enqu.enty_code
,p_regi_code => l_regi_code
,p_mety_code => p_enqu.mety_code
,p_mesc_code => p_enqu.existing_mesc_code
,p_svcp_code => p_enqu.required_svcp_code);
IF l_additional_costs.selling_price IS NULL THEN
l_this_is_automatic_quote := FALSE;
add_quote_reason(p_enqu.id
,p_reason => 'Unable to find Labour Cost (selling price) for this Enquiry Type Code: ' ||
p_enqu.enty_code || ', Meter Type Code:' ||
p_enqu.mety_code || ', Meter Size Code:' ||
p_enqu.existing_mesc_code ||
', Service Pressure Code:' ||
p_enqu.required_svcp_code || CASE
l_regi_code WHEN NULL THEN '' ELSE ' for region code ' || l_regi_code END || '.'
,p_internal_or_external => g_internal_reason);
END IF;
IF l_this_is_automatic_quote THEN
l_produced_automatic_quote := TRUE;
add_quote_reason(p_enqu_id => p_enqu.id
,p_reason => 'Producing an automatic quote.'
,p_internal_or_external => g_internal_reason);
l_qute_id := start_quote(p_enqu_id => p_enqu.id
,p_manual_or_automatic => g_automatic_quote
,p_rfq_prty_id => p_rfq_prty_id
,p_owner_prty_id => p_owner_prty_id);
INSERT INTO quote_items
(id
,qute_id
,enty_code
,svcpt_code
,mesc_code
,mety_code
,cost_price
,selling_price
,delivery_price
,quit_type)
VALUES
(quit_seq.NEXTVAL
,l_qute_id
,p_enqu.enty_code
,l_additional_costs.svcpt_code
,p_enqu.existing_mesc_code
,p_enqu.mety_code
,l_additional_costs.cost_price
,l_additional_costs.selling_price
,l_additional_costs.delivery_cost
,'LQI');
-- Generate the quote PDF
/*BEGIN*/
l_quote_document := mip_quotation_document.generate_quote_pdf(p_quote_id => l_qute_id);
/* EXCEPTION
WHEN OTHERS THEN
cout_err.report_and_stop;
END;
*/
add_quote_reason(p_enqu_id => p_enqu.id
,p_reason => 'Produced Quote Document ' ||
l_quote_document || '.'
,p_internal_or_external => g_internal_reason);
make_quote_available(l_qute_id);
END IF; -- automatic quote
IF l_produced_automatic_quote THEN
p_manual_or_automatic_quote := g_automatic_quote;
add_quote_reason(p_enqu_id => p_enqu.id
,p_reason => '-- Produced an automatic quote.'
,p_internal_or_external => g_internal_reason);
produce_email(p_enqu.id);
ELSE
p_manual_or_automatic_quote := g_manual_quote;
add_quote_reason(p_enqu_id => p_enqu.id
,p_reason => '-- Automatic quote failed - Manual quote required.'
,p_internal_or_external => g_internal_reason);
END IF;
END produce_removal_quotes;
PROCEDURE produce_automatic_quotes(p_enqu IN t_enqu
,p_rfq_prty_id IN parties.id%TYPE
,p_owner_prty_id IN parties.id%TYPE DEFAULT NULL
,p_manual_or_automatic_quote IN OUT t_manual_or_automatic_quote) IS
BEGIN
cout_assert.istrue(p_manual_or_automatic_quote = g_automatic_quote
@@ -1104,37 +1459,53 @@ CREATE OR REPLACE PACKAGE BODY mip_quotation IS
IF p_enqu.enty_code IN ('INSTALL', 'STD INSTALL') THEN
produce_install_quotes(p_enqu => p_enqu
,p_rfq_prty_id => p_rfq_prty_id
,p_owner_prty_id => p_owner_prty_id
,p_manual_or_automatic_quote => p_manual_or_automatic_quote);
ELSIF p_enqu.enty_code IN ('REMOVE', 'STD REMOVE') THEN
produce_removal_quotes(p_enqu => p_enqu
,p_rfq_prty_id => p_rfq_prty_id
,p_owner_prty_id => p_owner_prty_id
,p_manual_or_automatic_quote => p_manual_or_automatic_quote);
ELSE
cout_err.report_and_stop(p_exception_message => 'Attempted to produce automatic quote for unexpected enquiry type of ' ||
p_enqu.enty_code);
END IF;
END produce_automatic_quotes;
PROCEDURE produce_quotes(p_id IN enquiries.id%TYPE) IS
PROCEDURE produce_quotes(p_enqu_id IN enquiries.id%TYPE
,p_rfq_prty_id IN parties.id%TYPE
,p_owner_prty_id IN parties.id%TYPE DEFAULT NULL) IS
l_manual_or_automatic_quote t_manual_or_automatic_quote;
l_enqu t_enqu;
BEGIN
cout_assert.istrue(ready_for_quote(p_id)
,'Not all mandatory fields for Enquiry ID=' || p_id ||
' have been completed');
cout_assert.istrue(ready_for_quote(p_enqu_id)
,'Not all mandatory fields for Enquiry ID=' ||
p_enqu_id || ' have been completed');
SELECT *
INTO l_enqu
FROM enquiries
WHERE id = p_id;
WHERE id = p_enqu_id;
manual_or_automatic_quote(p_enqu => l_enqu
,p_manual_or_automatic_quote => l_manual_or_automatic_quote);
IF l_manual_or_automatic_quote = g_manual_quote THEN
request_manual_quote(p_enqu_id => l_enqu.id);
request_manual_quote(p_enqu_id => l_enqu.id
,p_rfq_prty_id => p_rfq_prty_id
,p_owner_prty_id => p_owner_prty_id);
ELSE
produce_automatic_quotes(p_enqu => l_enqu
,p_rfq_prty_id => p_rfq_prty_id
,p_owner_prty_id => p_owner_prty_id
,p_manual_or_automatic_quote => l_manual_or_automatic_quote);
IF l_manual_or_automatic_quote = g_manual_quote THEN
request_manual_quote(p_enqu_id => l_enqu.id);
request_manual_quote(p_enqu_id => l_enqu.id
,p_rfq_prty_id => p_rfq_prty_id
,p_owner_prty_id => p_owner_prty_id);
END IF;
--