-<& /elements/header.html, "$agentname Tax Report: ".
- ( $beginning
- ? time2str('%h %o %Y ', $beginning )
- : ''
- ).
- 'through '.
- ( $ending == 4294967295
- ? 'now'
- : time2str('%h %o %Y', $ending )
- ). ' - ' . $taxname
-&>
+<% include("/elements/header.html", "$agentname Tax Report - ".
+ ( $beginning
+ ? time2str('%h %o %Y ', $beginning )
+ : ''
+ ).
+ 'through '.
+ ( $ending == 4294967295
+ ? 'now'
+ : time2str('%h %o %Y', $ending )
+ )
+ )
+%>
<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 {
+td.sectionhead {
background-color: #777777;
color: #ffffff;
font-weight: bold;
text-align: left;
}
-.grid TH { background-color: #cccccc; padding: 0px 3px 2px }
-.row0 TD { background-color: #eeeeee; padding: 0px 3px 2px; text-align: right}
-.row1 TD { background-color: #ffffff; padding: 0px 3px 2px; text-align: right}
-TD.rowhead { font-weight: bold; text-align: left }
-.bigmath { font-size: large; font-weight: bold; font: sans-serif; text-align: center }
</STYLE>
-<& /elements/table-grid.html &>
+<% include('/elements/table-grid.html') %>
<TR>
- <TH ROWSPAN=3></TH>
- <TH COLSPAN=5>Sales</TH>
- <TH ROWSPAN=3></TH>
- <TH ROWSPAN=3>Rate</TH>
- <TH ROWSPAN=3></TH>
- <TH ROWSPAN=3>Estimated tax</TH>
- <TH ROWSPAN=3>Tax invoiced</TH>
- <TH ROWSPAN=3></TH>
- <TH ROWSPAN=3>Tax credited</TH>
- <TH ROWSPAN=3></TH>
- <TH ROWSPAN=3>Net tax due</TH>
+ <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 ROWSPAN=2>Total</TH>
- <TH ROWSPAN=1>Non-taxable</TH>
- <TH ROWSPAN=1>Non-taxable</TH>
- <TH ROWSPAN=1>Non-taxable</TH>
- <TH ROWSPAN=2>Taxable</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Total</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></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=1>Non-taxable</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></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 STYLE="font-size:small">
- <TH>(tax-exempt customer)</TH>
- <TH>(tax-exempt package)</TH>
- <TH>(monthly exemption)</TH>
+ <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>
-% my $row = 0;
-% my $classlink = '';
-% my $descend;
-% $descend = sub {
-% my ($data, $label) = @_;
-% if ( ref $data eq 'ARRAY' ) {
-% # then we've reached the bottom
-% my (%taxnums, %values);
-% foreach (@$data) {
-% $taxnums{ $_->[0] } = $_->[1];
-% $values{ $_->[0] } = $_->[2];
-% }
-% # finally, output
- <TR CLASS="row<% $row %>">
-% # Row label
- <TD CLASS="rowhead"><% $label |h %></TD>
-% # Total Sales
-% my $sales = $money_sprintf->(
-% $values{taxable} +
-% $values{exempt_cust} +
-% $values{exempt_pkg} +
-% $values{exempt_monthly}
-% );
-% my %sales_taxnums;
-% foreach my $x (qw(taxable exempt_cust exempt_pkg exempt_monthly)) {
-% foreach (split(',', $taxnums{$x})) {
-% $sales_taxnums{$_} = 1;
-% }
-% }
-% my $sales_taxnums = join(',', keys %sales_taxnums);
- <TD>
- <A HREF="<% "$saleslink;$classlink;taxnum=$sales_taxnums" %>">
- <% $sales %>
- </A>
- </TD>
-% # exemptions
-% foreach(qw(cust pkg)) {
- <TD>
- <A HREF="<% "$saleslink;$classlink;exempt_$_=Y;taxnum=".$taxnums{"exempt_$_"} %>">
- <% $money_sprintf->($values{"exempt_$_"}) %>
- </A>
- </TD>
-% }
- <TD>
- <A HREF="<% "$exemptlink;$classlink;taxnum=".$taxnums{"exempt_monthly"} %>">
- <% $money_sprintf->($values{"exempt_monthly"}) %>
- </A>
- </TD>
-% # taxable
- <TD>
- <A HREF="<% "$saleslink;$classlink;taxable=1;taxnum=$taxnums{taxable}" %>">
- <% $money_sprintf->($values{taxable}) %>
- </A>
- </TD>
-% # tax rate
-% my $rate;
-% foreach(split(',', $taxnums{tax})) {
-% $rate ||= $taxrates{$_};
-% if ($rate != $taxrates{$_}) {
-% $rate = 'variable';
-% last;
-% }
-% }
-% $rate = sprintf('%.2f', $rate) . '%' if ($rate and $rate ne 'variable');
- <TD CLASS="bigmath"> × </TD>
- <TD><% $rate %></TD>
-% # estimated tax
- <TD CLASS="bigmath"> = </TD>
- <TD><% $rate eq 'variable'
- ? ''
- : $money_sprintf->( $values{taxable} * $rate / 100 ) %>
- </TD>
-% # invoiced tax
- <TD>
- <A HREF="<% "$taxlink;$classlink;taxnum=$taxnums{taxable}" %>">
- <% $money_sprintf->( $values{tax} ) %>
- </A>
- </TD>
-% # credited tax
- <TD CLASS="bigmath"> − </TD>
- <TD>
- <A HREF="<% "$creditlink;$classlink;taxnum=$taxnums{credited}" %>">
- <% $money_sprintf->( $values{credited} ) %>
- </A>
- </TD>
-% # net tax due
- <TD CLASS="bigmath"> = </TD>
- <TD><% $money_sprintf->( $values{tax} - $values{credited} ) %></TD>
+% foreach my $class (@pkgclasses ) {
+% next if @{ $class->{regions} } == 0;
+% if ( $class->{classname} ) {
+ <TR>
+ <TD COLSPAN=19 CLASS="sectionhead"><% $class->{classname} %></TD>
</TR>
+% }
-% $row = $row ? 0 : 1;
+% my $bgcolor1 = '#eeeeee';
+% my $bgcolor2 = '#ffffff';
+% my $bgcolor;
+
+% my @regions = @{ $class->{regions} };
+% foreach my $region ( @regions ) {
+%
+% my $link = '';
+% 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 = $bgcolor2;
+% } else {
+% $bgcolor = $bgcolor1;
+% }
%
-% } else { # we're not at the lowest classification
-% my @keys = sort { $a <=> $b or $a cmp $b } keys(%$data);
-% foreach my $key (@keys) {
-% my $sublabel = join(', ', grep $_, $label, $key);
-% &{ $descend }($data->{$key}, $sublabel);
+% 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' ? '#eeee99' : '#ffffcc';
% }
% }
-% };
-
-% my @pkgclasses = sort { $a <=> $b } keys %data;
-% foreach my $pkgclass (@pkgclasses) {
-% my $class = FS::pkg_class->by_key($pkgclass) ||
-% FS::pkg_class->new({ classname => 'Unclassified' });
- <TBODY>
-% if ( $breakdown{pkgclass} ) {
- <TR>
- <TD COLSPAN=19 CLASS="sectionhead"><% $class->classname %></TD>
- </TR>
+%
+%
+% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+% my $tdh = qq(TD CLASS="grid" BGCOLOR="$hicolor");
+% 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>
% }
-% $row = 0;
-% $classlink = "classnum=".($pkgclass || 0) if $breakdown{pkgclass};
-% &{ $descend }( $data{$pkgclass}, '' );
-% # and now totals
- </TBODY>
- <TBODY CLASS="total">
-% &{ $descend }( $total{$pkgclass}, 'Total' );
- </TBODY>
-% } # foreach $pkgclass
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $baselink. $link %>;nottax=1"
+ ><% &$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. $link %>;nottax=1;exempt_cust=Y"
+ ><% &$money_sprintf( $region->{'exempt_cust'} ) %></A>
+ </TD>
+ <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $baselink. $link %>;nottax=1;exempt_pkg=Y"
+ ><% &$money_sprintf( $region->{'exempt_pkg'} ) %></A>
+ </TD>
+ <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $exemptlink. $link %>"
+ ><% &$money_sprintf( $region->{'exempt_monthly'} ) %></A>
+ </TD>
+ <<%$td%>><FONT SIZE="+1"><B> = </B></FONT></TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $baselink. $link %>;nottax=1;taxable=1"
+ ><% &$money_sprintf( $region->{'taxable'} ) %></A>
+ </TD>
+ <<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath X $bme" %></TD>
+ <<%$td%> ALIGN="right"><% $region->{'rate'} %></TD>
+ <<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath = $bme" %></TD>
+ <<%$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;
+
+% 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. $invlink %>;istax=1"
+ ><% &$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>
-<& /elements/footer.html &>
+% if ( $cgi->param('show_taxclasses') ) {
+
+ <BR>
+ <% include('/elements/table-grid.html') %>
+ <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
+% 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 ( @{ $class->{base_regions} } ) {
+%
+% my $link = '';
+% 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;
+% } else {
+% $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 $out
+% } #foreach $region
+% } #foreach $class
+
+ </TABLE>
+
+% } # if show_taxclasses
+
+<% include('/elements/footer.html') %>
+
<%init>
die "access denied"
my $conf = new FS::Conf;
-my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
-
-my ($taxname, $country, %breakdown);
+my $out = 'Out of taxable region(s)';
-if ( $cgi->param('taxname') =~ /^([\w\s]+)$/ ) {
- $taxname = $1;
-} else {
- die "taxname required"; # UI prevents this
-}
+my %label_opt = ( out => 1 ); #enable 'Out of Taxable Region' label
+$label_opt{with_city} = 1 if $cgi->param('show_cities');
+$label_opt{with_district} = 1 if $cgi->param('show_districts');
-if ( $cgi->param('country') =~ /^(\w\w)$/ ) {
- $country = $1;
-} else {
- die "country required";
-}
+$label_opt{with_taxclass} = 1 if $cgi->param('show_taxclasses');
-# %breakdown: short name => field identifier
-foreach ($cgi->param('breakdown')) {
- if ( $_ eq 'taxclass' ) {
- $breakdown{'taxclass'} = 'part_pkg.taxclass';
- } elsif ( $_ eq 'pkgclass' ) {
- $breakdown{'pkgclass'} = 'part_pkg.classnum';
- } elsif ( $_ eq 'city' ) {
- $breakdown{'city'} = 'cust_main_county.city';
- $breakdown{'district'} = 'cust_main_county.district';
- }
-}
-# always break these down
-$breakdown{'state'} = 'cust_main_county.state';
-$breakdown{'county'} = 'cust_main_county.county';
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
-my $join_cust = ' JOIN cust_bill USING ( invnum )
+my $join_cust = ' JOIN cust_bill USING ( invnum )
LEFT JOIN cust_main USING ( custnum ) ';
my $join_cust_pkg = $join_cust.
my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
-# all queries MUST be linked to both cust_bill and cust_main_county
+my $with_pkgclass = $cgi->param('show_pkgclasses');
# 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, ".
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 <= $ending ".
- "AND COALESCE(cust_main_county.taxname,'Tax') = '$taxname' ".
- "AND cust_main_county.country = '$country'";
+my $where = "WHERE _date >= $beginning AND _date <= $ending ";
# SELECT/GROUP clauses for first-level queries
-my $select = "SELECT ";
-my $group = "GROUP BY ";
-foreach (qw(pkgclass taxclass state county city district)) {
- if ( $breakdown{$_} ) {
- $select .= "$breakdown{$_} AS $_, ";
- $group .= "$breakdown{$_}, ";
- } else {
- $select .= "NULL AS $_, ";
- }
-}
-$select .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, ";
-$group =~ s/, $//;
-
+# 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
-# breakdown by package class only, if anything
-my $select_all = "SELECT NULL AS pkgclass, ";
-my $group_all = "";
-if ( $breakdown{pkgclass} ) {
- $select_all = "SELECT $breakdown{pkgclass} AS pkgclass, ";
- $group_all = "GROUP BY $breakdown{pkgclass}";
+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), ";
+ $group_all = "GROUP BY COALESCE(part_pkg.classnum,0)";
}
-$select_all .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, ";
my $agentname = '';
if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
USING (taxnum)
JOIN cust_bill_pkg USING (billpkgnum)
- $join_cust_pkg $where AND $nottax
- $group";
+ $join_cust_pkg $where AND $nottax $group";
my $all_exempt = "$select_all SUM(exempt_charged)
FROM cust_main_county
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";
+ $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(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
- $group_all";
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(min_exempt, 0))
+ FROM cust_bill_pkg
+ JOIN (
+ SELECT invnum, pkgnum, MIN(exempt_charged) AS min_exempt
+ FROM ($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//;
LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
LEFT JOIN cust_main_county USING ( taxnum )";
-if ( $breakdown{pkgclass} ) {
+if ( $with_pkgclass ) {
# If we're not grouping by package class, this is unnecessary, and
# probably really expensive.
$taxfrom .= "
}
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
+ $where AND $istax AND $named_tax
$group";
-$all_sql{tax} = "$select_all SUM(cust_bill_pkg_tax_location.amount)
- $taxfrom
+$all_sql{tax} = "$select_all SUM(cust_bill_pkg.setup)
+ FROM cust_bill_pkg
+ $join_cust
$where AND $istax
$group_all";
$sql{credit} = "$select SUM(cust_credit_bill_pkg.amount)
$creditfrom
- $creditwhere AND $istax
+ $creditwhere AND $istax AND $named_tax
$group";
$all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
- $creditfrom
- $creditwhere AND $istax
+ 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
+ $group_all";
+}
+
+# "out of taxable region" sales
+$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;
-my %taxclass_name = { '' => '' };
-if ( $breakdown{taxclass} ) {
- $taxclass_name{$_->taxclassnum} = $_->taxclass
- foreach qsearch('tax_class');
- $taxclass_name{''} = 'Unclassified';
-}
foreach my $k (keys(%sql)) {
my $stmt = $sql{$k};
warn "\n".uc($k).":\n".$stmt."\n" if $DEBUG;
my $sth = dbh->prepare($stmt);
- # eight columns: pkgclass, taxclass, state, county, city, district
- # taxnums (comma separated), value
- # *sigh*
+ # three columns: classnum, taxnum, value
$sth->execute
or die "failed to execute $k query: ".$sth->errstr;
while ( my $row = $sth->fetchrow_arrayref ) {
- my $bin = $data
- {$row->[0]}
- {$taxclass_name{$row->[1]}}
- {$row->[2]}
- {$row->[3] ? $row->[3] . ' County' : ''}
- {$row->[4]}
- {$row->[5]}
- ||= [];
- push @$bin, [ $k, $row->[6], $row->[7] ];
+ $data{$k}{$row->[0]}{$row->[1]} = $row->[2];
}
}
warn "DATA:\n".Dumper(\%data) if $DEBUG > 1;
foreach my $k (keys %all_sql) {
- warn "\nTOTAL ".uc($k).":\n".$all_sql{$k}."\n" if $DEBUG;
+ warn "\n".$all_sql{$k}."\n" if $DEBUG;
my $sth = dbh->prepare($all_sql{$k});
- # three columns: pkgclass, taxnums (comma separated), value
+ # two columns: classnum, value
$sth->execute
or die "failed to execute $k totals query: ".$sth->errstr;
while ( my $row = $sth->fetchrow_arrayref ) {
- my $bin = $total{$row->[0]} ||= [];
- push @$bin, [ $k, $row->[1], $row->[2] ];
+ $total{$k}{$row->[0]} = $row->[1];
+ }
+}
+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 $nottax"
+);
+
+#tax-report_groups filtering
+my($group_op, $group_value) = ( '', '' );
+if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ ) {
+ ( $group_op, $group_value ) = ( $1, $2 );
+}
+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 $group_op\n";
}
+};
+
+my @pkgclasses;
+if ($with_pkgclass) {
+ @pkgclasses = qsearch('pkg_class', {});
+ push @pkgclasses, FS::pkg_class->new({
+ classnum => '0',
+ classname => 'Unclassified',
+ });
+} else {
+ @pkgclasses = ( FS::pkg_class->new({
+ classnum => '',
+ classname => '',
+ }) );
}
-warn "TOTALS:\n".Dumper(\%total) if $DEBUG > 1;
+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};
+ }
-# $data{$pkgclass}{$taxclass}{$state}{$county}{$city}{$district} = [
-# [ 'taxable', taxnums, amount ],
-# [ 'exempt_cust', taxnums, amount ],
-# ...
-# ]
-# non-requested grouping levels simply collapse into key = ''
+ }
+
+ 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;
+ }
+
+ my $total_url_param = '';
+ my $total_url_param_invoiced = '';
+ if ( $group_op ) {
+
+ my @country = keys %country;
+ warn "WARNING: multiple countries on this grouped report; total links broken"
+ if scalar(@country) > 1;
+ my $country = $country[0];
+
+ my @state = keys %state;
+ warn "WARNING: multiple countries on this grouped report; total links broken"
+ if scalar(@state) > 1;
+ my $state = $state[0];
+
+ $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 ) ;
+
+ }
+
+ #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;
+ }
+
+ 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,
+ };
+}
+
+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 %grand_total = map {
+ $_ => sum( values(%{ $total{$_} }) )
+ } keys(%total);
+
+ $grand_total{sales} = $all_sales;
+
+ push @pkgclasses, {
+ classnum => '',
+ classname => 'Total',
+ regions => [ \%grand_total ],
+ base_regions => [ \%grand_total ],
+ }
+} else {
+ @pkgclasses = $pkgclass_data{''};
+}
+
+#--
my $money_char = $conf->config('money_char') || '$';
my $money_sprintf = sub {
$money_char. sprintf('%.2f', shift );
};
+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 $saleslink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;nottax=1";
-my $taxlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;istax=1";
+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;istax=1";
-
-my %taxrates;
-foreach my $tax (
- qsearch('cust_main_county', {
- country => $country,
- tax => { op => '>', value => 0 }
- }) )
- {
- $taxrates{$tax->taxnum} = $tax->tax;
-}
+my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1";
</%init>
projects / freeside.git / blobdiff