-<% include("/elements/header.html", "$agentname Sales Tax Report - ".
+<% include("/elements/header.html", "$agentname Tax Report - ".
( $beginning
? time2str('%h %o %Y ', $beginning )
: ''
)
)
%>
-
+<TD ALIGN="right">
+Download full results<BR>
+as <A HREF="<% $p.'search/report_tax-xls.cgi?'.$cgi->query_string%>">Excel spreadsheet</A>
+</TD>
+
+<STYLE type="text/css">
+td.sectionhead {
+ background-color: #777777;
+ color: #ffffff;
+ font-weight: bold;
+ text-align: left;
+}
+</STYLE>
<% include('/elements/table-grid.html') %>
+ <TR>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" COLSPAN=9>Sales</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Rate</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Tax owed</TH>
+% unless ( $cgi->param('show_taxclasses') ) {
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Tax invoiced</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Tax credited</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Tax collected</TH>
+% }
+ </TR>
<TR>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Total</TH>
<TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" COLSPAN=9>Sales</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=1>Non-taxable</TH>
<TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Rate</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=1>Non-taxable</TH>
<TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax owed</TH>
-% unless ( $cgi->param('show_taxclasses') ) {
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax invoiced</TH>
-% }
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=1>Non-taxable</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Taxable</TH>
+ </TR>
+
+ <TR>
+ <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>(tax-exempt customer)</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>(tax-exempt package)</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>(monthly exemption)</FONT></TH>
</TR>
+% foreach my $class (@pkgclasses ) {
+% next if @{ $class->{regions} } == 0;
+% if ( $class->{classname} ) {
<TR>
- <TH CLASS="grid" BGCOLOR="#cccccc">Total</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt customer)</FONT></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt package)</FONT></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(monthly exemption)</FONT></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Taxable</TH>
+ <TD COLSPAN=19 CLASS="sectionhead"><% $class->{classname} %></TD>
</TR>
+% }
% my $bgcolor1 = '#eeeeee';
% my $bgcolor2 = '#ffffff';
% my $bgcolor;
-%
+
+% my @regions = @{ $class->{regions} };
% foreach my $region ( @regions ) {
%
% my $link = '';
-% if ( $region->{'label'} ne 'Total' ) {
-% if ( $region->{'label'} eq $out ) {
-% $link = ';out=1';
-% } else {
-% $link = ';'. $region->{'url_param'};
-% }
+% if ( $with_pkgclass and length($class->{classnum}) ) {
+% $link = ';classnum='.$class->{classnum};
+% } # else we're not breaking down pkg class, or this is the grand total
+%
+% if ( $region->{'label'} eq $out ) {
+% $link .= ';out=1';
+% } elsif ( $region->{'taxnums'} ) {
+% # might be nicer to specify this as country:state:city
+% $link .= ';'.join(';', map { "taxnum=$_" } @{ $region->{'taxnums'} });
% }
%
% if ( $bgcolor eq $bgcolor1 ) {
% $bgcolor = $bgcolor1;
% }
%
-% #my $diff = 0;
% my $hicolor = $bgcolor;
% unless ( $cgi->param('show_taxclasses') ) {
% my $diff = abs( sprintf( '%.2f', $region->{'owed'} )
% - sprintf( '%.2f', $region->{'tax'} )
% );
% if ( $diff > 0.02 ) {
-% # $hicolor = $hicolor eq '#eeeeee' ? '#eeee66' : '#ffff99';
-% #} elsif ( $diff ) {
% $hicolor = $hicolor eq '#eeeeee' ? '#eeee99' : '#ffffcc';
% }
% }
% my $bigmath = '<FONT FACE="sans-serif" SIZE="+1"><B>';
% my $bme = '</B></FONT>';
+% if ( $region->{'is_total'} ) {
+ <TR STYLE="font-style: italic">
+ <TD STYLE="text-align: right; padding-right: 1ex; background-color:<%$bgcolor%>">Total</TD>
+% } else {
<TR>
<<%$td%>><% $region->{'label'} %></TD>
+% }
<<%$td%> ALIGN="right">
<A HREF="<% $baselink. $link %>;nottax=1"
- ><% &$money_sprintf( $region->{'total'} ) %></A>
+ ><% &$money_sprintf( $region->{'sales'} ) %></A>
</TD>
+% if ( $region->{'label'} eq $out ) {
+ <<%$td%> COLSPAN=12></TD>
+% } else { #not $out
<<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
<<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $link %>;nottax=1;cust_tax=Y"
+ <A HREF="<% $baselink. $link %>;nottax=1;exempt_cust=Y"
><% &$money_sprintf( $region->{'exempt_cust'} ) %></A>
</TD>
<<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
<<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $link %>;nottax=1;pkg_tax=Y"
+ <A HREF="<% $baselink. $link %>;nottax=1;exempt_pkg=Y"
><% &$money_sprintf( $region->{'exempt_pkg'} ) %></A>
</TD>
<<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
<<%$tdh%> ALIGN="right">
<% &$money_sprintf( $region->{'owed'} ) %>
</TD>
+% } # if !$out
+% unless ( $cgi->param('show_taxclasses') ) {
+% my $invlink = $region->{'url_param_inv'}
+% ? ';'. $region->{'url_param_inv'}
+% : $link;
-% unless ( $cgi->param('show_taxclasses') ) {
+% if ( $region->{'label'} eq $out ) {
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $baselink. $invlink %>;istax=1"
+ ><% &$money_sprintf_nonzero( $region->{'tax'} ) %></A>
+ </TD>
+ <<%$td%>></TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $creditlink. $invlink %>;istax=1"
+ ><% &$money_sprintf_nonzero( $region->{'credit'} ) %></A>
+ </TD>
+ <<%$td%> COLSPAN=2></TD>
+% } else { #not $out
<<%$tdh%> ALIGN="right">
- <A HREF="<% $baselink. $link %>;istax=1"
+ <A HREF="<% $baselink. $invlink %>;istax=1"
><% &$money_sprintf( $region->{'tax'} ) %></A>
</TD>
-% }
+ <<%$tdh%>><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <<%$tdh%> ALIGN="right">
+ <A HREF="<% $creditlink. $invlink %>;istax=1"
+ ><% &$money_sprintf( $region->{'credit'} ) %></A>
+ </TD>
+ <<%$tdh%>><FONT SIZE="+1"><B> = </B></FONT></TD>
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'tax'} - $region->{'credit'} ) %>
+ </TD>
+% }
+% } # show_taxclasses
</TR>
-% }
+% } # foreach $region
+
+%} # foreach $class
</TABLE>
<TR>
<TH CLASS="grid" BGCOLOR="#cccccc"></TH>
<TH CLASS="grid" BGCOLOR="#cccccc">Tax invoiced</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Tax credited</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Tax collected</TH>
</TR>
% #some false laziness w/above
-% $bgcolor1 = '#eeeeee';
-% $bgcolor2 = '#ffffff';
+% foreach my $class (@pkgclasses) {
+% if ( $class->{classname} ) {
+ <TR>
+ <TD COLSPAN=6 CLASS="sectionhead"><% $class->{classname} %></TD>
+ </TR>
+% }
+
+% my $bgcolor1 = '#eeeeee';
+% my $bgcolor2 = '#ffffff';
+% my $bgcolor;
%
-% foreach my $region ( @base_regions ) {
+% foreach my $region ( @{ $class->{base_regions} } ) {
%
% my $link = '';
-% #if ( $region->{'label'} ne 'Total' ) {
-% if ( $region->{'label'} eq $out ) {
-% $link = ';out=1';
-% } else {
-% $link = ';'. $region->{'url_param'};
-% }
-% #}
+% if ( $with_pkgclass and length($class->{classnum}) ) {
+% $link = ';classnum='.$class->{classnum};
+% }
+%
+% if ( $region->{'label'} eq $out ) {
+% $link .= ';out=1';
+% } else {
+% $link .= ';'. $region->{'url_param'}
+% if $region->{'url_param'};
+% }
%
% if ( $bgcolor eq $bgcolor1 ) {
% $bgcolor = $bgcolor2;
% $bgcolor = $bgcolor1;
% }
% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+% my $tdh = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+%
+% #?
+% my $invlink = $region->{'url_param_inv'}
+% ? ';'. $region->{'url_param_inv'}
+% : $link;
<TR>
<<%$td%>><% $region->{'label'} %></TD>
+% if ( $region->{'label'} eq $out ) {
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $baselink. $invlink %>;istax=1"
+ ><% &$money_sprintf_nonzero( $region->{'tax'} ) %></A>
+ </TD>
+ <<%$td%>></TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $creditlink. $invlink %>;istax=1"
+ ><% &$money_sprintf_nonzero( $region->{'credit'} ) %></A>
+ </TD>
+ <<%$td%> COLSPAN=2></TD>
+% } else { #not $out
<<%$td%> ALIGN="right">
<A HREF="<% $baselink. $link %>;istax=1"
><% &$money_sprintf( $region->{'tax'} ) %></A>
</TD>
+ <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <<%$tdh%> ALIGN="right">
+ <A HREF="<% $creditlink. $invlink %>;istax=1"
+ ><% &$money_sprintf( $region->{'credit'} ) %></A>
+ </TD>
+ <<%$td%>><FONT SIZE="+1"><B> = </B></FONT></TD>
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'tax'} - $region->{'credit'} ) %>
+ </TD>
</TR>
-
-% }
-
-% if ( $bgcolor eq $bgcolor1 ) {
-% $bgcolor = $bgcolor2;
-% } else {
-% $bgcolor = $bgcolor1;
-% }
-% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
-
- <TR>
- <<%$td%>>Total</TD>
- <<%$td%> ALIGN="right">
- <A HREF="<% $baselink %>;istax=1"
- ><% &$money_sprintf( $tax ) %></A>
- </TD>
- </TR>
+% } # if $out
+% } #foreach $region
+% } #foreach $class
</TABLE>
-% }
+% } # if show_taxclasses
<% include('/elements/footer.html') %>
die "access denied"
unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+my $DEBUG = $cgi->param('debug') || 0;
+
my $conf = new FS::Conf;
-my $user = getotaker;
+my $out = 'Out of taxable region(s)';
+
+my %label_opt = ( out => 1 ); #enable 'Out of Taxable Region' label
+$label_opt{with_city} = 1 if $cgi->param('show_cities');
+$label_opt{with_district} = 1 if $cgi->param('show_districts');
+
+$label_opt{with_taxclass} = 1 if $cgi->param('show_taxclasses');
my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
my $join_cust = ' JOIN cust_bill USING ( invnum )
LEFT JOIN cust_main USING ( custnum ) ';
+
my $join_cust_pkg = $join_cust.
' LEFT JOIN cust_pkg USING ( pkgnum )
LEFT JOIN part_pkg USING ( pkgpart ) ';
-$join_cust_pkg .= ' LEFT JOIN cust_location USING ( locationnum )'
- if $conf->exists('tax-pkg_address');
my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
-my $where = "WHERE _date >= $beginning AND _date <= $ending ";
+my $with_pkgclass = $cgi->param('show_pkgclasses');
-my( $location_sql, @base_param ) = FS::cust_pkg->location_sql;
-$where .= " AND $location_sql ";
+# either or both of these can be used to link cust_bill_pkg to cust_main_county
+my $pkg_tax = "SELECT SUM(amount) as tax_amount, invnum, taxnum, ".
+ "cust_bill_pkg_tax_location.pkgnum ".
+ "FROM cust_bill_pkg_tax_location JOIN cust_bill_pkg USING (billpkgnum) ".
+ "GROUP BY billpkgnum, invnum, taxnum, cust_bill_pkg_tax_location.pkgnum";
+
+my $pkg_tax_exempt = "SELECT SUM(amount) AS exempt_charged, billpkgnum, taxnum ".
+ "FROM cust_tax_exempt_pkg EXEMPT_WHERE GROUP BY billpkgnum, taxnum";
+
+my $where = "WHERE _date >= $beginning AND _date <= $ending ";
+# SELECT/GROUP clauses for first-level queries
+# classnum is a placeholder; they all go in one class in this case.
+my $select = "SELECT NULL AS classnum, cust_main_county.taxnum, ";
+my $group = "GROUP BY cust_main_county.taxnum";
+# SELECT/GROUP clauses for second-level (totals) queries
+my $select_all = "SELECT NULL AS classnum, ";
+my $group_all = "";
+
+if ( $with_pkgclass ) {
+ $select = "SELECT COALESCE(part_pkg.classnum,0), cust_main_county.taxnum, ";
+ $group = "GROUP BY part_pkg.classnum, cust_main_county.taxnum";
+ $select_all = "SELECT COALESCE(part_pkg.classnum,0), ";
+ $group_all = "GROUP BY COALESCE(part_pkg.classnum,0)";
+}
my $agentname = '';
if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$where .= ' AND cust_main.agentnum = '. $agent->agentnum;
}
-sub gotcust {
- my $table = shift;
- my $prefix = @_ ? shift : '';
- "
- ( $table.${prefix}county = cust_main_county.county
- OR cust_main_county.county = ''
- OR cust_main_county.county IS NULL )
- AND ( $table.${prefix}state = cust_main_county.state
- OR cust_main_county.state = ''
- OR cust_main_county.state IS NULL )
- AND ( $table.${prefix}country = cust_main_county.country )
- ";
+my $nottax =
+ '(cust_bill_pkg.pkgnum != 0 OR cust_bill_pkg.feepart IS NOT NULL)';
+
+# one query for each column of the report
+# plus separate queries for the totals row
+my (%sql, %all_sql);
+
+# SALES QUERIES (taxable sales, all types of exempt sales)
+# -------------
+
+# general form
+my $exempt = "$select SUM(exempt_charged)
+ FROM cust_main_county
+ JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust_pkg $where AND $nottax $group";
+
+my $all_exempt = "$select_all SUM(exempt_charged)
+ FROM cust_main_county
+ JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust_pkg $where AND $nottax
+ $group_all";
+
+# sales to tax-exempt customers
+$sql{exempt_cust} = $exempt;
+$sql{exempt_cust} =~ s/EXEMPT_WHERE/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'/;
+
+# sales of tax-exempt packages
+$sql{exempt_pkg} = $exempt;
+$sql{exempt_pkg} =~ s/EXEMPT_WHERE/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'/;
+
+# monthly per-customer exemptions
+$sql{exempt_monthly} = $exempt;
+$sql{exempt_monthly} =~ s/EXEMPT_WHERE/WHERE exempt_monthly = 'Y'/;
+$all_sql{exempt_monthly} = $all_exempt;
+$all_sql{exempt_monthly} =~ s/EXEMPT_WHERE/WHERE exempt_monthly = 'Y'/;
+
+# taxable sales
+$sql{taxable} = "$select
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(exempt_charged, 0))
+ FROM cust_main_county
+ JOIN ($pkg_tax) AS pkg_tax USING (taxnum)
+ JOIN cust_bill_pkg USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ ON (pkg_tax_exempt.billpkgnum = cust_bill_pkg.billpkgnum
+ AND pkg_tax_exempt.taxnum = cust_main_county.taxnum)
+ $join_cust_pkg $where AND $nottax $group";
+
+# Here we're going to sum all line items that are taxable _at all_,
+# under any tax. exempt_charged is the sum of all exemptions for a
+# particular billpkgnum + taxnum; we take the taxnum that has the
+# smallest sum of exemptions and subtract that from the charged amount.
+$all_sql{taxable} = "$select_all
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(min_exempt, 0))
+ FROM cust_bill_pkg
+ JOIN (
+ SELECT invnum, pkgnum, MIN(exempt_charged) AS min_exempt
+ FROM ($pkg_tax) AS pkg_tax
+ JOIN cust_bill_pkg USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum, taxnum)
+ GROUP BY invnum, pkgnum
+ ) AS pkg_is_taxable
+ USING (invnum, pkgnum)
+ $join_cust_pkg $where AND $nottax $group_all";
+
+$sql{taxable} =~ s/EXEMPT_WHERE//; # unrestricted
+$all_sql{taxable} =~ s/EXEMPT_WHERE//;
+
+# there isn't one for 'sales', because we calculate sales by adding up
+# the taxable and exempt columns.
+
+# TAX QUERIES (billed tax, credited tax)
+# -----------
+
+# sum of billed tax:
+# join cust_bill_pkg to cust_main_county via cust_bill_pkg_tax_location
+my $taxfrom = " FROM cust_bill_pkg
+ $join_cust
+ LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
+ LEFT JOIN cust_main_county USING ( taxnum )";
+
+if ( $with_pkgclass ) {
+ # If we're not grouping by package class, this is unnecessary, and
+ # probably really expensive.
+ $taxfrom .= "
+ LEFT JOIN cust_bill_pkg AS taxable
+ ON (cust_bill_pkg_tax_location.taxable_billpkgnum = taxable.billpkgnum)
+ LEFT JOIN cust_pkg ON (taxable.pkgnum = cust_pkg.pkgnum)
+ LEFT JOIN part_pkg USING (pkgpart)";
}
-my $gotcust;
-if ( $conf->exists('tax-ship_address') ) {
-
- $gotcust = "
- ( cust_main_county.country = cust_main.country
- OR cust_main_county.country = cust_main.ship_country
- )
-
- AND
-
- (
- ( ( ship_last IS NULL OR ship_last = '' )
- AND ". gotcust('cust_main'). "
- )
- OR
- ( ship_last IS NOT NULL AND ship_last != ''
- AND ". gotcust('cust_main', 'ship_'). "
- )
- )
- ";
-
-} else {
-
- $gotcust = gotcust('cust_main');
-
-}
-if ( $conf->exists('tax-pkg_address') ) {
- $gotcust = "
- ( cust_pkg.locationnum IS NULL AND $gotcust)
- OR ( cust_pkg.locationnum IS NOT NULL AND ". gotcust('cust_location'). " )";
- $gotcust =
- "WHERE 0 < ( SELECT COUNT(*) FROM cust_pkg
- LEFT JOIN cust_main USING ( custnum )
- LEFT JOIN cust_location USING ( locationnum )
- WHERE $gotcust
- LIMIT 1
- )
- ";
-} else {
- $gotcust =
- "WHERE 0 < ( SELECT COUNT(*) FROM cust_main WHERE $gotcust LIMIT 1 )";
+my $istax = "cust_bill_pkg.pkgnum = 0";
+my $named_tax =
+ "COALESCE(taxname,'Tax') = COALESCE(cust_bill_pkg.itemdesc,'Tax')";
+
+$sql{tax} = "$select SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $where AND $istax AND $named_tax
+ $group";
+
+$all_sql{tax} = "$select_all SUM(cust_bill_pkg.setup)
+ FROM cust_bill_pkg
+ $join_cust
+ $where AND $istax
+ $group_all";
+
+# sum of credits applied against billed tax
+# ($creditfrom includes join of taxable item to part_pkg if with_pkgclass
+# is on)
+my $creditfrom = $taxfrom .
+ ' JOIN cust_credit_bill_pkg USING (billpkgtaxlocationnum)';
+my $creditwhere = $where .
+ ' AND billpkgtaxratelocationnum IS NULL';
+
+$sql{credit} = "$select SUM(cust_credit_bill_pkg.amount)
+ $creditfrom
+ $creditwhere AND $istax AND $named_tax
+ $group";
+
+$all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
+ FROM cust_credit_bill_pkg
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust
+ $where AND $istax
+ $group_all";
+
+if ( $with_pkgclass ) {
+ # the slightly more complicated version, with lots of joins that are
+ # unnecessary if you're not breaking down by package class
+ $all_sql{tax} = "$select_all SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $where AND $istax
+ $group_all";
+
+ $all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
+ $creditfrom
+ $creditwhere AND $istax
+ $group_all";
}
-my($total, $tot_taxable, $owed, $tax) = ( 0, 0, 0, 0 );
-my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 0, 0 );
-my $out = 'Out of taxable region(s)';
-my %regions = ();
-
-foreach my $r ( qsearch({ 'table' => 'cust_main_county',
- 'extra_sql' => $gotcust,
- })
- )
-{
- #warn $r->county. ' '. $r->state. ' '. $r->country. "\n";
-
- my $label = getlabel($r);
- $regions{$label}->{'label'} = $label;
- $regions{$label}->{'url_param'} =
- join(';', map "$_=".uri_escape($r->$_()),
- qw( county state country taxname )
- );
-
- my @param = @base_param;
- my $mywhere = $where;
-
- if ( $r->taxclass ) {
-
- $mywhere .= " AND taxclass = ? ";
- push @param, 'taxclass';
- $regions{$label}->{'url_param'} .= ';taxclass='. uri_escape($r->taxclass);
- #no, always# if $cgi->param('show_taxclasses');
-
- } else {
-
- $regions{$label}->{'url_param'} .= ';taxclassNULL=1'
- if $cgi->param('show_taxclasses');
-
- my $same_sql = $r->sql_taxclass_sameregion;
- $mywhere .= " AND $same_sql" if $same_sql;
-
+# "out of taxable region" sales
+$all_sql{out_sales} =
+ "$select_all SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)
+ FROM (cust_bill_pkg $join_cust_pkg)
+ LEFT JOIN ($pkg_tax) AS pkg_tax USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum)
+ $where AND $nottax
+ AND pkg_tax.taxnum IS NULL AND pkg_tax_exempt.taxnum IS NULL
+ $group_all"
+;
+
+$all_sql{out_sales} =~ s/EXEMPT_WHERE//;
+
+my %data;
+my %total;
+foreach my $k (keys(%sql)) {
+ my $stmt = $sql{$k};
+ warn "\n".uc($k).":\n".$stmt."\n" if $DEBUG;
+ my $sth = dbh->prepare($stmt);
+ # three columns: classnum, taxnum, value
+ $sth->execute
+ or die "failed to execute $k query: ".$sth->errstr;
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ $data{$k}{$row->[0]}{$row->[1]} = $row->[2];
}
-
- my $fromwhere = "$from_join_cust_pkg $mywhere"; # AND payby != 'COMP' ";
-
-# my $label = getlabel($r);
-# $regions{$label}->{'label'} = $label;
-
- my $nottax = 'pkgnum != 0';
-
- ## calculate total for this region
-
- my $t_sql =
- "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax";
- my $t = scalar_sql($r, \@param, $t_sql);
- $total += $t;
- $regions{$label}->{'total'} += $t;
-
- #if ( $label eq $out ) {# && $t ) {
- # warn "adding $t for ".
- # join('/', map $r->$_, qw( taxclass county state country ) ). "\n";
- # #warn $t_sql if $r->state eq 'FL';
- #}
-
- ## calculate customer-exemption for this region
-
-## my $taxable = $t;
-
-# my($taxable, $x_cust) = (0, 0);
-# foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i }
-# qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) {
-# $taxable += scalar_sql($r, \@param,
-# "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )"
-# );
-#
-# $x_cust += scalar_sql($r, \@param,
-# "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'"
-# );
-# }
-
- my $x_cust = scalar_sql($r, \@param,
- "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur)
- $fromwhere AND $nottax AND tax = 'Y' "
- );
-
- $exempt_cust += $x_cust;
- $regions{$label}->{'exempt_cust'} += $x_cust;
-
- ## calculate package-exemption for this region
-
- my $x_pkg = scalar_sql($r, \@param,
- "SELECT SUM(
- ( CASE WHEN part_pkg.setuptax = 'Y'
- THEN cust_bill_pkg.setup
- ELSE 0
- END
- )
- +
- ( CASE WHEN part_pkg.recurtax = 'Y'
- THEN cust_bill_pkg.recur
- ELSE 0
- END
- )
- )
- $fromwhere
- AND $nottax
- AND (
- ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
- OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 )
- )
- AND ( tax != 'Y' OR tax IS NULL )
- "
- );
- $exempt_pkg += $x_pkg;
- $regions{$label}->{'exempt_pkg'} += $x_pkg;
-
- ## calculate monthly exemption (texas tax) for this region
-
- # count up all the cust_tax_exempt_pkg records associated with
- # the actual line items.
-
- my $x_monthly = scalar_sql($r, \@param,
- "SELECT SUM(amount)
- FROM cust_tax_exempt_pkg
- JOIN cust_bill_pkg USING ( billpkgnum )
- $join_cust_pkg
- $mywhere"
- );
-# if ( $x_monthly ) {
-# #warn $r->taxnum(). ": $x_monthly\n";
-# $taxable -= $x_monthly;
-# }
-
- $exempt_monthly += $x_monthly;
- $regions{$label}->{'exempt_monthly'} += $x_monthly;
-
- my $taxable = $t - $x_cust - $x_pkg - $x_monthly;
-
- $tot_taxable += $taxable;
- $regions{$label}->{'taxable'} += $taxable;
-
- $owed += $taxable * ($r->tax/100);
- $regions{$label}->{'owed'} += $taxable * ($r->tax/100);
-
- if ( defined($regions{$label}->{'rate'})
- && $regions{$label}->{'rate'} != $r->tax.'%' ) {
- $regions{$label}->{'rate'} = 'variable';
- } else {
- $regions{$label}->{'rate'} = $r->tax.'%';
+}
+warn "DATA:\n".Dumper(\%data) if $DEBUG > 1;
+
+foreach my $k (keys %all_sql) {
+ warn "\n".$all_sql{$k}."\n" if $DEBUG;
+ my $sth = dbh->prepare($all_sql{$k});
+ # two columns: classnum, value
+ $sth->execute
+ or die "failed to execute $k totals query: ".$sth->errstr;
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ $total{$k}{$row->[0]} = $row->[1];
}
-
}
-
-my $distinct = "country, state, county,
- CASE WHEN taxname IS NULL THEN '' ELSE taxname END AS taxname";
-my $taxclass_distinct =
- #a little bit unsure of this part... test?
- #ah, it looks like it winds up being irrelevant as ->{'tax'}
- # from $regions is not displayed when show_taxclasses is on
- ( $cgi->param('show_taxclasses')
- ? " CASE WHEN taxclass IS NULL THEN '' ELSE taxclass END "
- : " '' "
- )." AS taxclass";
-
-
-my %qsearch = (
- 'select' => "DISTINCT $distinct, $taxclass_distinct",
- 'table' => 'cust_main_county',
- 'hashref' => {},
- 'extra_sql' => $gotcust,
+warn "TOTALS:\n".Dumper(\%total);# if $DEBUG > 1;
+# so $data{tax}, for example, is now a hash with one entry
+# for each classnum, containing a hash with one entry for each
+# taxnum, containing the tax billed on that taxnum.
+# if with_pkgclass is off, then the classnum is always null.
+
+# integrity checks
+# unlinked tax collected
+my $out_tax_sql =
+ "SELECT SUM(cust_bill_pkg.setup)
+ FROM (cust_bill_pkg $join_cust)
+ LEFT JOIN cust_bill_pkg_tax_location USING (billpkgnum)
+ $where AND $istax AND cust_bill_pkg_tax_location.billpkgnum IS NULL"
+;
+my $unlinked_tax = FS::Record->scalar_sql($out_tax_sql);
+# unlinked tax credited
+my $out_credit_sql =
+ "SELECT SUM(cust_credit_bill_pkg.amount)
+ FROM cust_credit_bill_pkg
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust
+ $where AND $istax AND cust_credit_bill_pkg.billpkgtaxlocationnum IS NULL"
+;
+my $unlinked_credit = FS::Record->scalar_sql($out_credit_sql);
+
+# all sales
+my $all_sales = FS::Record->scalar_sql(
+ "SELECT SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)
+ FROM cust_bill_pkg $join_cust $where AND $nottax"
);
-my $taxfromwhere = " FROM cust_bill_pkg $join_cust ";
-my $taxwhere = $where;
-if ( $conf->exists('tax-pkg_address') ) {
-
- $taxfromwhere .= 'LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
- LEFT JOIN cust_location USING ( locationnum ) ';
-
- #quelle kludge
- $taxwhere =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g;
-
+#tax-report_groups filtering
+my($group_op, $group_value) = ( '', '' );
+if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ ) {
+ ( $group_op, $group_value ) = ( $1, $2 );
}
-$taxfromwhere .= " $taxwhere "; #AND payby != 'COMP' ";
-my @taxparam = @base_param;
+my $group_test = sub { # to be applied to a tax label
+ my $label = shift;
+ return 1 unless $group_op; #in case we get called inadvertantly
+ if ( $label eq $out ) { #don't display "out of taxable region" in this case
+ 0;
+ } elsif ( $group_op eq '=' ) {
+ $label =~ /^$group_value/;
+ } elsif ( $group_op eq '!=' ) {
+ $label !~ /^$group_value/;
+ } else {
+ die "guru meditation #00de: group_op $group_op\n";
+ }
+};
-#should i be a cust_main_county method or something
-#need to pass in $taxfromwhere & @taxparam???
-my $_taxamount_sub = sub {
- my $r = shift;
+my @pkgclasses;
+if ($with_pkgclass) {
+ @pkgclasses = qsearch('pkg_class', {});
+ push @pkgclasses, FS::pkg_class->new({
+ classnum => '0',
+ classname => 'Unclassified',
+ });
+} else {
+ @pkgclasses = ( FS::pkg_class->new({
+ classnum => '',
+ classname => '',
+ }) );
+}
+my %pkgclass_data;
+
+foreach my $class (@pkgclasses) {
+ my $classnum = $class->classnum;
+ my $classname = $class->classname;
+
+ # if show_taxclasses is on, %base_regions will contain the same data
+ # as %regions, but with taxclasses merged together (and ignoring report_group
+ # filtering).
+ my (%regions, %base_regions);
+
+ my @loc_params = qw(country state county);
+ push @loc_params, 'city' if $cgi->param('show_cities');
+ push @loc_params, 'district' if $cgi->param('show_districts');
+
+ foreach my $r ( qsearch({ 'table' => 'cust_main_county', })) {
+ my $taxnum = $r->taxnum;
+ # set up a %regions entry for this region's tax label
+ my $label = $r->label(%label_opt);
+ next if $label eq $out;
+ $regions{$label} ||= { label => $label };
+
+ $regions{$label}->{$_} = $r->get($_) foreach @loc_params;
+ $regions{$label}->{taxnums} ||= [];
+ push @{ $regions{$label}->{taxnums} }, $r->taxnum;
+
+ my %x; # keys are data items (like 'tax', 'exempt_cust', etc.)
+ foreach my $k (keys %data) {
+ next unless exists($data{$k}{$classnum}{$taxnum});
+ $x{$k} = $data{$k}{$classnum}{$taxnum};
+ $regions{$label}{$k} += $x{$k};
+ if ( $k eq 'taxable' or $k =~ /^exempt/ ) {
+ $regions{$label}->{'sales'} += $x{$k};
+ }
+ }
+
+ my $owed = $data{'taxable'}{$classnum}{$taxnum} * ($r->tax/100);
+ $regions{$label}->{'owed'} += $owed;
+ $total{'owed'}{$classnum} += $owed;
+
+ if ( defined($regions{$label}->{'rate'})
+ && $regions{$label}->{'rate'} != $r->tax.'%' ) {
+ $regions{$label}->{'rate'} = 'variable';
+ } else {
+ $regions{$label}->{'rate'} = $r->tax.'%';
+ }
+
+ if ( $cgi->param('show_taxclasses') ) {
+ my $base_label = $r->label(%label_opt, 'with_taxclass' => 0);
+ $base_regions{$base_label} ||=
+ {
+ label => $base_label,
+ tax => 0,
+ credit => 0,
+ };
+ $base_regions{$base_label}->{tax} += $x{tax};
+ $base_regions{$base_label}->{credit} += $x{credit};
+ }
- #match itemdesc if necessary!
- my $named_tax =
- $r->taxname
- ? 'AND itemdesc = '. dbh->quote($r->taxname)
- : "AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
+ }
- my $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ".
- " $taxfromwhere AND cust_bill_pkg.pkgnum = 0 $named_tax";
+ my @regions = map { $_->{label} }
+ sort {
+ ($b eq $out) <=> ($a eq $out)
+ or $a->{country} cmp $b->{country}
+ or $a->{state} cmp $b->{state}
+ or $a->{county} cmp $b->{county}
+ or $a->{city} cmp $b->{city}
+ }
+ grep { $_->{sales} > 0 or $_->{tax} > 0 or $_->{credit} > 0 }
+ values %regions;
+
+ #tax-report_groups filtering
+ @regions = grep &{$group_test}($_), @regions
+ if $group_op;
+
+ #calculate totals
+ my %taxclasses = ();
+ my %county = ();
+ my %state = ();
+ my %country = ();
+ foreach my $label (@regions) {
+ $taxclasses{$regions{$_}->{'taxclass'}} = 1
+ if $regions{$_}->{'taxclass'};
+ $county{$regions{$_}->{'county'}} = 1;
+ $state{$regions{$_}->{'state'}} = 1;
+ $country{$regions{$_}->{'country'}} = 1;
+ }
- scalar_sql($r, \@taxparam, $sql );
-};
+ my $total_url_param = '';
+ my $total_url_param_invoiced = '';
+ if ( $group_op ) {
-#foreach my $label ( keys %regions ) {
-foreach my $r ( qsearch(\%qsearch) ) {
+ my @country = keys %country;
+ warn "WARNING: multiple countries on this grouped report; total links broken"
+ if scalar(@country) > 1;
+ my $country = $country[0];
- #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n";
+ my @state = keys %state;
+ warn "WARNING: multiple countries on this grouped report; total links broken"
+ if scalar(@state) > 1;
+ my $state = $state[0];
- my $label = getlabel($r);
+ $total_url_param_invoiced =
+ $total_url_param =
+ 'report_group='.uri_escape("$group_op $group_value").';'.
+ join(';', map 'taxclass='.uri_escape($_), keys %taxclasses );
+ $total_url_param .= ';'.
+ "country=$country;state=".uri_escape($state).';'.
+ join(';', map 'county='.uri_escape($_), keys %county ) ;
- #my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' ";
- #my @param = @base_param;
+ }
- my $x = &{$_taxamount_sub}($r);
+ #ordering
+ @regions =
+ map $regions{$_},
+ sort { $a cmp $b }
+ @regions;
+
+ my @base_regions =
+ map $base_regions{$_},
+ sort { $a cmp $b }
+ keys %base_regions;
+
+ #add "Out of taxable" and total lines
+ if ( $total{out_sales}{$classnum} ) {
+ my %out = (
+ 'sales' => $total{out_sales}{$classnum},
+ 'label' => $out,
+ 'rate' => ''
+ );
+ push @regions, \%out;
+ push @base_regions, \%out;
+ }
- $tax += $x unless $cgi->param('show_taxclasses');
- $regions{$label}->{'tax'} += $x;
+ if ( @regions ) {
+ my %class_total = map { $_ => $total{$_}{$classnum} } keys(%total);
+ $class_total{is_total} = 1;
+ $class_total{sales} = sum(
+ @class_total{ 'taxable',
+ 'out_sales',
+ grep(/^exempt/, keys %class_total) }
+ );
+
+ push @regions, \%class_total;
+ push @base_regions, \%class_total;
+ }
+ $pkgclass_data{$classname} = {
+ classnum => $classnum,
+ classname => $classname,
+ regions => \@regions,
+ base_regions => \@base_regions,
+ };
}
-my %base_regions = ();
-if ( $cgi->param('show_taxclasses') ) {
-
- $qsearch{'select'} = "DISTINCT $distinct";
- foreach my $r ( qsearch(\%qsearch) ) {
-
- my $x = &{$_taxamount_sub}($r);
+if ( $with_pkgclass ) {
+ my $class_zero = delete( $pkgclass_data{'Unclassified'} );
+ @pkgclasses = map { $pkgclass_data{$_} }
+ sort { $a cmp $b }
+ keys %pkgclass_data;
+ push @pkgclasses, $class_zero;
- my $base_label = getlabel($r, 'no_taxclass'=>1 );
- $base_regions{$base_label}->{'label'} = $base_label;
+ my %grand_total = map {
+ $_ => sum( values(%{ $total{$_} }) )
+ } keys(%total);
- $base_regions{$base_label}->{'url_param'} =
- join(';', map "$_=". uri_escape($r->$_()),
- qw( county state country taxname )
- );
+ $grand_total{sales} = $all_sales;
- $base_regions{$base_label}->{'tax'} += $x;
- $tax += $x;
+ push @pkgclasses, {
+ classnum => '',
+ classname => 'Total',
+ regions => [ \%grand_total ],
+ base_regions => [ \%grand_total ],
}
-
+} else {
+ @pkgclasses = $pkgclass_data{''};
}
-
-#ordering
-my @regions =
- map $regions{$_},
- sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
- keys %regions;
-
-my @base_regions =
- map $base_regions{$_},
- sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
- keys %base_regions;
-
-push @regions, {
- 'label' => 'Total',
- 'url_param' => '',
- 'total' => $total,
- 'exempt_cust' => $exempt_cust,
- 'exempt_pkg' => $exempt_pkg,
- 'exempt_monthly' => $exempt_monthly,
- 'taxable' => $tot_taxable,
- 'rate' => '',
- 'owed' => $owed,
- 'tax' => $tax,
-};
-
#--
my $money_char = $conf->config('money_char') || '$';
my $money_sprintf = sub {
$money_char. sprintf('%.2f', shift );
};
-
-sub getlabel {
- my $r = shift;
- my %opt = @_;
-
- my $label;
- if (
- $r->tax == 0
- && ! scalar( qsearch('cust_main_county', { 'state' => $r->state,
- 'county' => $r->county,
- 'country' => $r->country,
- 'tax' => { op=>'>', value=>0 },
- }
- )
- )
-
- ) {
- #kludge to avoid "will not stay shared" warning
- my $out = 'Out of taxable region(s)';
- $label = $out;
-# } elsif ( $r->taxname && count_taxname($r->taxname) == 1 ) {
-# $label = $r->taxname;
-## $regions{$label}->{'taxname'} = $label;
-## push @{$regions{$label}->{$_}}, $r->$_() foreach qw( county state country );
- } else {
- $label = $r->country;
- $label = $r->state.", $label" if $r->state;
- $label = $r->county." county, $label" if $r->county;
- $label = "$label (". $r->taxclass. ")"
- if $r->taxclass
- && $cgi->param('show_taxclasses')
- && ! $opt{'no_taxclass'};
- $label = $r->taxname. " ($label)" if $r->taxname;
- }
- return $label;
-}
-
-#my %count_taxname = (); #cache
-#sub count_taxname {
-# my $taxname = shift;
-# return $count_taxname{$taxname} if exists $count_taxname{$taxname};
-# my $sql = 'SELECT COUNT(*) FROM cust_main_county WHERE taxname = ?';
-# my $sth = dbh->prepare($sql) or die dbh->errstr;
-# $sth->execute( $taxname )
-# or die "Unexpected error executing statement $sql: ". $sth->errstr;
-# $count_taxname{$taxname} = $sth->fetchrow_arrayref->[0];
-#}
-
-#false laziness w/FS::Report::Table::Monthly (sub should probably be moved up
-#to FS::Report or FS::Record or who the fuck knows where)
-sub scalar_sql {
- my( $r, $param, $sql ) = @_;
- #warn "$sql\n";
- my $sth = dbh->prepare($sql) or die dbh->errstr;
- $sth->execute( map $r->$_(), @$param )
- or die "Unexpected error executing statement $sql: ". $sth->errstr;
- $sth->fetchrow_arrayref->[0] || 0;
-}
+my $money_sprintf_nonzero = sub {
+ $_[0] == 0 ? '' : &$money_sprintf($_[0])
+};
my $dateagentlink = "begin=$beginning;end=$ending";
$dateagentlink .= ';agentnum='. $cgi->param('agentnum')
if length($agentname);
my $baselink = $p. "search/cust_bill_pkg.cgi?$dateagentlink";
my $exemptlink = $p. "search/cust_tax_exempt_pkg.cgi?$dateagentlink";
+my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1";
</%init>
projects / freeside.git / blobdiff