"FROM cust_bill_pkg_tax_location JOIN cust_bill_pkg USING (billpkgnum) ".
"GROUP BY taxable_billpkgnum, taxnum";
- # This one links a tax-exempted line item (billpkgnum) to a tax rate (taxnum),
- # and gives the amount of the tax exemption. EXEMPT_WHERE should be replaced
- # with a real WHERE clause to further limit the tax exemptions that will be
- # included.
+ # This one links a tax-exempted line item (billpkgnum) to a tax rate
+ # (taxnum), and gives the amount of the tax exemption. EXEMPT_WHERE must
+ # be replaced with an expression to further limit the tax exemptions
+ # that will be included, or "TRUE" to not limit them.
+ #
+ # Note that tax exemptions with non-null creditbillpkgnum are always
+ # excluded. Those are "negative exemptions" created by crediting a sale
+ # that had received an exemption.
my $pkg_tax_exempt = "SELECT SUM(amount) AS exempt_charged, billpkgnum, taxnum ".
- "FROM cust_tax_exempt_pkg EXEMPT_WHERE GROUP BY billpkgnum, taxnum";
+ "FROM cust_tax_exempt_pkg WHERE
+ ( EXEMPT_WHERE )
+ AND cust_tax_exempt_pkg.creditbillpkgnum IS NULL
+ GROUP BY billpkgnum, taxnum";
my $where = "WHERE cust_bill._date >= $beginning AND cust_bill._date <= $ending ".
"AND COALESCE(cust_main_county.taxname,'Tax') = '$taxname' ".
# sales to tax-exempt customers
$sql{exempt_cust} = $exempt;
- $sql{exempt_cust} =~ s/EXEMPT_WHERE/WHERE exempt_cust = 'Y' OR exempt_cust_taxname = 'Y'/;
+ $sql{exempt_cust} =~ s/EXEMPT_WHERE/exempt_cust = 'Y' OR exempt_cust_taxname = 'Y'/;
$all_sql{exempt_cust} = $all_exempt;
- $all_sql{exempt_cust} =~ s/EXEMPT_WHERE/WHERE exempt_cust = 'Y' OR exempt_cust_taxname = 'Y'/;
+ $all_sql{exempt_cust} =~ s/EXEMPT_WHERE/exempt_cust = 'Y' OR exempt_cust_taxname = 'Y'/;
# sales of tax-exempt packages
$sql{exempt_pkg} = $exempt;
- $sql{exempt_pkg} =~ s/EXEMPT_WHERE/WHERE exempt_setup = 'Y' OR exempt_recur = 'Y'/;
+ $sql{exempt_pkg} =~ s/EXEMPT_WHERE/exempt_setup = 'Y' OR exempt_recur = 'Y'/;
$all_sql{exempt_pkg} = $all_exempt;
- $all_sql{exempt_pkg} =~ s/EXEMPT_WHERE/WHERE exempt_setup = 'Y' OR exempt_recur = 'Y'/;
+ $all_sql{exempt_pkg} =~ s/EXEMPT_WHERE/exempt_setup = 'Y' OR exempt_recur = 'Y'/;
# monthly per-customer exemptions
$sql{exempt_monthly} = $exempt;
- $sql{exempt_monthly} =~ s/EXEMPT_WHERE/WHERE exempt_monthly = 'Y'/;
+ $sql{exempt_monthly} =~ s/EXEMPT_WHERE/exempt_monthly = 'Y'/;
$all_sql{exempt_monthly} = $all_exempt;
- $all_sql{exempt_monthly} =~ s/EXEMPT_WHERE/WHERE exempt_monthly = 'Y'/;
+ $all_sql{exempt_monthly} =~ s/EXEMPT_WHERE/exempt_monthly = 'Y'/;
# taxable sales
$sql{taxable} = "$select
$join_cust_pkg $where AND $nottax
$group_all";
- $sql{taxable} =~ s/EXEMPT_WHERE//; # unrestricted
- $all_sql{taxable} =~ s/EXEMPT_WHERE//;
+ $sql{taxable} =~ s/EXEMPT_WHERE/TRUE/; # unrestricted
+ $all_sql{taxable} =~ s/EXEMPT_WHERE/TRUE/;
# estimated tax (taxable * rate)
$sql{estimated} = "$select
$join_cust_pkg $where AND $nottax
$group_all";
+ $sql{estimated} =~ s/EXEMPT_WHERE/TRUE/; # unrestricted
+ $all_sql{estimated} =~ s/EXEMPT_WHERE/TRUE/;
+
# there isn't one for 'sales', because we calculate sales by adding up
# the taxable and exempt columns.
JOIN cust_main_county USING (taxnum)
WHERE cust_tax_exempt_pkg.billpkgnum = cust_bill_pkg.billpkgnum
AND COALESCE(cust_main_county.taxname,'Tax') = '$taxname'
+ AND cust_tax_exempt_pkg.creditbillpkgnum IS NULL
)
AND NOT EXISTS(
SELECT 1 FROM cust_bill_pkg_tax_location