X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=3e9d7653a4c9ef07aa18a08a1ad2f242b2c35d70;hp=61ed26fac1eb4ed5e4392df312e94d73db38ccec;hb=5b420b40e5c62e0d61b12e206b931cb2af3eff96;hpb=0a4a314b33a22b314ac5c4c85840a4bbff49cdf3 diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi old mode 100755 new mode 100644 index 61ed26fac..3e9d7653a --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,467 +1,227 @@ -<% - -my $conf = new FS::Conf; -my $money_char = $conf->config('money_char') || '$'; - -my $user = getotaker; - -my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi); - -my $join_cust = " - JOIN cust_bill USING ( invnum ) - LEFT JOIN cust_main USING ( custnum ) -"; -my $from_join_cust = " - FROM cust_bill_pkg - $join_cust -"; -my $join_pkg = " - LEFT JOIN cust_pkg USING ( pkgnum ) - LEFT JOIN part_pkg USING ( pkgpart ) -"; -my $where = " - WHERE _date >= $beginning AND _date <= $ending - AND ( county = ? OR ? = '' ) - AND ( state = ? OR ? = '' ) - AND country = ? -"; -# AND payby != 'COMP' -my @base_param = qw( county county state state country ); - -my $agentname = ''; -if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) { - my $agent = qsearchs('agent', { 'agentnum' => $1 } ); - die "agent not found" unless $agent; - $agentname = $agent->agent; - $where .= ' AND agentnum = '. $agent->agentnum; -} - -my $gotcust = " - WHERE 0 < ( SELECT COUNT(*) FROM cust_main - WHERE ( cust_main.county = cust_main_county.county - OR cust_main_county.county = '' - OR cust_main_county.county IS NULL ) - AND ( cust_main.state = cust_main_county.state - OR cust_main_county.state = '' - OR cust_main_county.state IS NULL ) - AND ( cust_main.country = cust_main_county.country ) - LIMIT 1 - ) -"; - -my($total, $tot_taxable, $owed, $tax) = ( 0, 0, 0, 0, 0 ); -my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 0 ); -my $out = 'Out of taxable region(s)'; -my %regions = (); -foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) { - #warn $r->county. ' '. $r->state. ' '. $r->country. "\n"; - - my $label = getlabel($r); - $regions{$label}->{'label'} = $label; - $regions{$label}->{'url_param'} = join(';', map "$_=".$r->$_(), qw( county state country ) ); - - my @param = @base_param; - my $mywhere = $where; - - if ( $r->taxclass ) { - $mywhere .= " AND taxclass = ? "; - push @param, 'taxclass'; - $regions{$label}->{'url_param'} .= ';taxclass='. $r->taxclass - if $cgi->param('show_taxclasses'); - } - - my $fromwhere = $from_join_cust. $join_pkg. $mywhere. " AND payby != 'COMP' "; - -# my $label = getlabel($r); -# $regions{$label}->{'label'} = $label; - - my $nottax = 'pkgnum != 0'; - - ## calculate total for this region - - my $t = scalar_sql($r, \@param, - "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax" - ); - $total += $t; - $regions{$label}->{'total'} += $t; - - ## 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 $join_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.'%'; - } - -} - -my $taxwhere = "$from_join_cust $where AND payby != 'COMP' "; -my @taxparam = @base_param; -my %base_regions = (); -#foreach my $label ( keys %regions ) { -foreach my $r ( - qsearch( 'cust_main_county', - {}, - 'DISTINCT ON (country, state, county, taxname) *', - $gotcust - ) -) { - - #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n"; - - my $label = getlabel($r); - - my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' "; - my @param = @base_param; - - #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 $x = scalar_sql($r, \@taxparam, - "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $taxwhere ". - "AND pkgnum = 0 $named_tax", - ); - $tax += $x; - $regions{$label}->{'tax'} += $x; - - if ( $cgi->param('show_taxclasses') ) { - my $base_label = getlabel($r, 'no_taxclass'=>1 ); - $base_regions{$base_label}->{'label'} = $base_label; - $base_regions{$base_label}->{'url_param'} = - join(';', map "$_=".$r->$_(), qw( county state country ) ); - $base_regions{$base_label}->{'tax'} += $x; - } - -} - -#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, -}; - -#-- - -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 ) { - $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; -} - -#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; +<& /elements/header.html, $report->title &> + +Download full results
+as Excel spreadsheet + + + +<& /elements/table-grid.html &> + - - Sales - - Rate - - Tax owed - <% unless ( $cgi->param('show_taxclasses') ) { %> - Tax invoiced - <% } %> + + Sales + + Rate + + Estimated tax + Tax invoiced + + Tax credited + + Net tax due + - Total - - Non-taxable
(tax-exempt customer) - - Non-taxable
(tax-exempt package) - - Non-taxable
(monthly exemption) - - Taxable + Total + Non-taxable + Non-taxable + Non-taxable + Taxable -<% my $bgcolor1 = '#eeeeee'; - my $bgcolor2 = '#ffffff'; - my $bgcolor; -%> - - <% foreach my $region ( @regions ) { - - if ( $bgcolor eq $bgcolor1 ) { - $bgcolor = $bgcolor2; - } else { - $bgcolor = $bgcolor1; - } - - my $link = ''; - if ( $region->{'label'} ne 'Total' ) { - if ( $region->{'label'} eq $out ) { - $link = ';out=1'; - } else { - $link = ';'. $region->{'url_param'}; - } - } - - - - - %> - + + (tax-exempt customer) + (tax-exempt package) + (monthly exemption) + + + +% my $rownum = 0; +% my $prev_row = { pkgclass => 'DUMMY PKGCLASS' }; + + +% foreach my $row (@rows) { +% # before anything else: if this row's pkgclass is not the same as the +% # previous row's, then: +% if ( $row->{pkgclass} ne $prev_row->{pkgclass} ) { +% if ( $rownum > 0 ) { # start a new section +% $rownum = 0; + +% } +% if ( $params{breakdown}->{pkgclass} ) { # and caption the new section + + + <% $pkgclass_name{$row->{pkgclass}} %> + + +% } +% } # if $row->{pkgclass} ne ... + +% # construct base links that limit to the tax rates described by this row +% my $rowlink = ';taxnum=' . $row->{taxnums}; +% # and also the package class, if we're limiting package class +% $rowlink .= ';pkgclass='.$row->{pkgclass} +% if $params{breakdown}->{pkgclass}; +% +% if ( $row->{total} ) { + +% } + +% # Row label + <% $row->{label} |h %> + +% # Total sales + + <% $money_sprintf->( $row->{sales} ) %> + + +% # Exemptions: customer + + + <% $money_sprintf->( $row->{exempt_cust} ) %> + + +% # package + + + <% $money_sprintf->( $row->{exempt_pkg} ) %> + + +% # monthly (note this uses $exemptlink; it's a completely separate report) + + + <% $money_sprintf->( $row->{exempt_monthly} ) %> + + +% # taxable sales + + "> + <% $money_sprintf->( $row->{taxable} ) %> + + + × + <% $row->{rate} %> +% # estimated tax + = + +% if ( $row->{estimated} ) { + <% $money_sprintf->( $row->{estimated} ) %> +% } + +% # invoiced tax + + + <% $money_sprintf->( $row->{tax} ) %> + + +% # credited tax + − + + + <% $money_sprintf->( $row->{credit} ) %> + + +% # net tax due + = + <% $money_sprintf->( $row->{tax} - $row->{credit} ) %> + +% $rownum++; +% $prev_row = $row; +% } # foreach my $row +% # at the end of everything + +% if ( $report->{outside} > 0 ) { + - <%= $region->{'label'} %> - - <%= $money_char %><%= sprintf('%.2f', $region->{'total'} ) %> - - - - - <%= $money_char %><%= sprintf('%.2f', $region->{'exempt_cust'} ) %> - - - - - <%= $money_char %><%= sprintf('%.2f', $region->{'exempt_pkg'} ) %> + + <% emt('Out of taxable region') %> - - - - <%= $money_char %><%= sprintf('%.2f', $region->{'exempt_monthly'} ) %> - - = - - <%= $money_char %><%= sprintf('%.2f', $region->{'taxable'} ) %> + + + <% $money_sprintf->( $report->{outside } ) %> + - <%= $region->{'label'} eq 'Total' ? '' : ' X ' %> - <%= $region->{'rate'} %> - <%= $region->{'label'} eq 'Total' ? '' : ' = ' %> - - <%= $money_char %><%= sprintf('%.2f', $region->{'owed'} ) %> - - <% unless ( $cgi->param('show_taxclasses') ) { %> - - <%= $money_char %><%= sprintf('%.2f', $region->{'tax'} ) %> - - <% } %> + - - <% } %> - + +% } +<& /elements/footer.html &> +<%init> -<% if ( $cgi->param('show_taxclasses') ) { %> +die "access denied" + unless $FS::CurrentUser::CurrentUser->access_right('Financial reports'); -
- <%= include('/elements/table-grid.html') %> - - - Tax invoiced - +my $DEBUG = $cgi->param('debug') || 0; - <% #some false laziness w/above - $bgcolor1 = '#eeeeee'; - $bgcolor2 = '#ffffff'; - foreach my $region ( @base_regions ) { +my $conf = new FS::Conf; - if ( $bgcolor eq $bgcolor1 ) { - $bgcolor = $bgcolor2; - } else { - $bgcolor = $bgcolor1; - } +my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi); - my $link = ''; - #if ( $region->{'label'} ne 'Total' ) { - if ( $region->{'label'} eq $out ) { - $link = ';out=1'; - } else { - $link = ';'. $region->{'url_param'}; - } - #} - %> +my %params = ( + beginning => $beginning, + ending => $ending, +); +$params{country} = $cgi->param('country'); +$params{debug} = $DEBUG; +$params{breakdown} = { map { $_ => 1 } $cgi->param('breakdown') }; - - <%= $region->{'label'} %> - - <%= $money_char %><%= sprintf('%.2f', $region->{'tax'} ) %> - - +my $agentname; +if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) { + my $agent = FS::agent->by_key($1) or die "unknown agentnum $1"; + $params{agentnum} = $1; + $agentname = $agent->agentname; +} - <% } %> +if ( $cgi->param('taxname') =~ /^([\w ]+)$/ ) { + $params{taxname} = $1; +} else { + die "taxname required"; +} - <% - if ( $bgcolor eq $bgcolor1 ) { - $bgcolor = $bgcolor2; - } else { - $bgcolor = $bgcolor1; - } - %> +if ( $cgi->param('credit_date') eq 'cust_credit_bill' ) { + $params{credit_date} = 'cust_credit_bill'; +} else { + $params{credit_date} = 'cust_bill'; +} - - Total - - <%= $money_char %><%= sprintf('%.2f', $tax ) %> - - +warn "PARAMS:\n".Dumper(\%params)."\n\n" if $DEBUG; - +my $report = FS::Report::Tax->report_internal(%params); +my @rows = $report->table; # array of hashrefs -<% } %> +my $money_char = $conf->config('money_char') || '$'; +my $money_sprintf = sub { + $money_char. sprintf('%.2f', shift); +}; + +my $dateagentlink = "begin=$beginning;end=$ending"; +$dateagentlink .= $params{agentnum} if $params{agentnum}; +my $saleslink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;nottax=1"; +my $taxlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;istax=1"; +my $exemptlink = $p. "search/cust_tax_exempt_pkg.cgi?$dateagentlink"; +my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1;istax=1"; - - +if ( $params{'credit_date'} eq 'cust_credit_bill' ) { + $creditlink =~ s/begin/credit_begin/; + $creditlink =~ s/end/credit_end/; +} +my %pkgclass_name = map { $_->classnum, $_->classname } qsearch('pkg_class'); +$pkgclass_name{''} = 'Unclassified'; +