use FS::Report::Table;
use FS::Report::Table::Monthly;
use FS::Report::Table::Daily;
+ use FS::Report::Tax;
use FS::TicketSystem;
use FS::NetworkMonitoringSystem;
use FS::Tron qw( tron_lint );
--- /dev/null
+package FS::Report::Tax;
+
+use strict;
+use vars qw($DEBUG);
+use FS::Record qw(dbh qsearch qsearchs);
+use Date::Format qw( time2str );
+
+use Data::Dumper;
+
+$DEBUG = 0;
+
+=item report_internal OPTIONS
+
+Constructor. Generates a tax report using the internal tax rate system
+(L<FS::cust_main_county>).
+
+Required parameters:
+
+- beginning, ending: the date range as Unix timestamps.
+- taxname: the name of the tax (corresponds to C<cust_bill_pkg.itemdesc>).
+- country: the country code.
+
+Optional parameters:
+- agentnum: limit to this agentnum.num.
+- breakdown: hashref of the fields to group by. Keys can be 'city', 'district',
+ 'pkgclass', or 'taxclass'; values should be true.
+- debug: sets the debug level. 1 will warn the data collected for the report;
+ 2 will also warn all of the SQL statements.
+
+=cut
+
+sub report_internal {
+ my $class = shift;
+ my %opt = @_;
+
+ $DEBUG ||= $opt{debug};
+
+ my $conf = new FS::Conf;
+
+ my($beginning, $ending) = @opt{'beginning', 'ending'};
+
+ my ($taxname, $country, %breakdown);
+
+ if ( $opt{taxname} =~ /^([\w\s]+)$/ ) {
+ $taxname = $1;
+ } else {
+ die "taxname required"; # UI prevents this
+ }
+
+ if ( $opt{country} =~ /^(\w\w)$/ ) {
+ $country = $1;
+ } else {
+ die "country required";
+ }
+
+ # %breakdown: short name => field identifier
+ %breakdown = (
+ 'taxclass' => 'cust_main_county.taxclass',
+ 'pkgclass' => 'part_pkg.classnum',
+ 'city' => 'cust_main_county.city',
+ 'district' => 'cust_main_county.district',
+ 'state' => 'cust_main_county.state',
+ 'county' => 'cust_main_county.county',
+ );
+ foreach (qw(taxclass pkgclass city district)) {
+ delete $breakdown{$_} unless $opt{breakdown}->{$_};
+ }
+
+ 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 ) ';
+
+ 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
+
+ # Either or both of these can be used to link cust_bill_pkg to
+ # cust_main_county. This one links a taxed line item (billpkgnum) to a tax rate
+ # (taxnum), and gives the amount of tax charged on that line item under that
+ # rate (as tax_amount).
+ my $pkg_tax = "SELECT SUM(amount) as tax_amount, taxnum, ".
+ "taxable_billpkgnum AS billpkgnum ".
+ "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.
+ 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'";
+ # 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/, $//;
+
+ # 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}";
+ }
+ $select_all .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, ";
+
+ my $agentnum;
+ if ( $opt{agentnum} and $opt{agentnum} =~ /^(\d+)$/ ) {
+ $agentnum = $1;
+ my $agent = qsearchs('agent', { 'agentnum' => $agentnum } );
+ die "agent not found" unless $agent;
+ $where .= " AND cust_main.agentnum = $agentnum";
+ }
+
+ 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 ($pkg_tax) AS pkg_tax USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ LEFT JOIN ($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";
+
+ $all_sql{taxable} = "$select_all
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(exempt_charged, 0))
+ FROM cust_main_county
+ JOIN ($pkg_tax) AS pkg_tax USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ LEFT JOIN ($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";
+
+ $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 ( $breakdown{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 $istax = "cust_bill_pkg.pkgnum = 0";
+
+ $sql{tax} = "$select SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $where AND $istax
+ $group";
+
+ $all_sql{tax} = "$select_all SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $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
+ $group";
+
+ $all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
+ $creditfrom
+ $creditwhere AND $istax
+ $group_all";
+
+ 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);
+ # eight columns: pkgclass, taxclass, state, county, city, district
+ # taxnums (comma separated), value
+ $sth->execute
+ or die "failed to execute $k query: ".$sth->errstr;
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ my $bin = $data
+ {$row->[0]} # pkgclass
+ {$row->[1] # taxclass
+ || ($breakdown{taxclass} ? 'Unclassified' : '')}
+ {$row->[2]} # state
+ {$row->[3] ? $row->[3] . ' County' : ''} # county
+ {$row->[4]} # city
+ {$row->[5]} # district
+ ||= [];
+ push @$bin, [ $k, $row->[6], $row->[7] ];
+ }
+ }
+ 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;
+ my $sth = dbh->prepare($all_sql{$k});
+ # three columns: pkgclass, taxnums (comma separated), 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] ];
+ }
+ }
+ warn "TOTALS:\n".Dumper(\%total) if $DEBUG > 1;
+
+ # $data{$pkgclass}{$taxclass}{$state}{$county}{$city}{$district} = [
+ # [ 'taxable', taxnums, amount ],
+ # [ 'exempt_cust', taxnums, amount ],
+ # ...
+ # ]
+ # non-requested grouping levels simply collapse into key = ''
+
+ my %taxrates;
+ foreach my $tax (
+ qsearch('cust_main_county', {
+ country => $country,
+ tax => { op => '>', value => 0 }
+ }) )
+ {
+ $taxrates{$tax->taxnum} = $tax->tax;
+ }
+
+ # return the data
+ bless {
+ 'opt' => \%opt,
+ 'data' => \%data,
+ 'total' => \%total,
+ 'taxrates' => \%taxrates,
+ }, $class;
+}
+
+sub opt {
+ my $self = shift;
+ $self->{opt};
+}
+
+sub data {
+ my $self = shift;
+ $self->{data};
+}
+
+# sub fetchall_array...
+
+sub table {
+ my $self = shift;
+ my @columns = (qw(pkgclass taxclass state county city district));
+ # taxnums, field headings, and amounts
+ my @rows;
+ my %row_template;
+
+ # de-treeify this thing
+ my $descend;
+ $descend = sub {
+ my ($tree, $level) = @_;
+ if ( ref($tree) eq 'HASH' ) {
+ foreach my $k ( sort {
+ -1*($b eq '') # sort '' to the end
+ or ($a eq '') # sort '' to the end
+ or ($a <=> $b) # sort numbers as numbers
+ or ($a cmp $b) # sort alphabetics as alphabetics
+ } keys %$tree )
+ {
+ $row_template{ $columns[$level] } = $k;
+ &{ $descend }($tree->{$k}, $level + 1);
+ if ( $level == 0 ) {
+ # then insert the total row for the pkgclass
+ $row_template{'total'} = 1; # flag it as a total
+ &{ $descend }($self->{total}->{$k}, 1);
+ $row_template{'total'} = 0;
+ }
+ }
+ } elsif ( ref($tree) eq 'ARRAY' ) {
+ # then we've reached the bottom; elements of this array are arrayrefs
+ # of [ field, taxnums, amount ].
+ # start with the inherited location-element fields
+ my %this_row = %row_template;
+ my %taxnums;
+ foreach my $x (@$tree) {
+ # accumulate taxnums
+ foreach (split(',', $x->[1])) {
+ $taxnums{$_} = 1;
+ }
+ # and money values
+ $this_row{ $x->[0] } = $x->[2];
+ }
+ # store combined taxnums
+ $this_row{taxnums} = join(',', sort { $a cmp $b } keys %taxnums);
+ # and calculate row totals
+ $this_row{sales} = sprintf('%.2f',
+ $this_row{taxable} +
+ $this_row{exempt_cust} +
+ $this_row{exempt_pkg} +
+ $this_row{exempt_monthly}
+ );
+ # and give it a label
+ if ( $this_row{total} ) {
+ $this_row{label} = 'Total';
+ } else {
+ $this_row{label} = join(', ', grep $_,
+ $this_row{taxclass},
+ $this_row{state},
+ $this_row{county}, # already has ' County' suffix
+ $this_row{city},
+ $this_row{district}
+ );
+ }
+ # and indicate the tax rate, if any
+ my $rate;
+ foreach (keys %taxnums) {
+ $rate ||= $self->{taxrates}->{$_};
+ if ( $rate != $self->{taxrates}->{$_} ) {
+ $rate = 'variable';
+ last;
+ }
+ }
+ if ( $rate eq 'variable' ) {
+ $this_row{rate} = 'variable';
+ } elsif ( $rate > 0 ) {
+ $this_row{rate} = sprintf('%.2f', $rate);
+ $this_row{estimated} =
+ sprintf('%.2f', $this_row{taxable} * $rate / 100);
+ }
+ push @rows, \%this_row;
+ }
+ };
+
+ &{ $descend }($self->{data}, 0);
+
+ warn "TABLE:\n".Dumper(\@rows) if $self->{opt}->{debug};
+ return @rows;
+}
+
+sub taxrates {
+ my $self = shift;
+ $self->{taxrates}
+}
+
+sub title {
+ my $self = shift;
+ my $string = '';
+ if ( $self->{opt}->{agentnum} ) {
+ my $agent = qsearchs('agent', { agentnum => $self->{opt}->{agentnum} });
+ $string .= $agent->agent . ' ';
+ warn $string;
+ }
+ $string .= 'Tax Report: '; # XXX localization
+ if ( $self->{opt}->{beginning} ) {
+ $string .= time2str('%h %o %Y ', $self->{opt}->{beginning});
+ }
+ $string .= 'through ';
+ if ( $self->{opt}->{ending} and $self->{opt}->{ending} < 4294967295 ) {
+ $string .= time2str('%h %o %Y', $self->{opt}->{ending});
+ } else {
+ $string .= 'now';
+ }
+ $string .= ' - ' . $self->{opt}->{taxname};
+ return $string;
+}
+
+1;
<%init>
-my $htmldoc = include('report_tax.cgi');
-my ($title) = ($htmldoc =~ /<title>\s*(.*)\s*<\/title>/i);
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
-# do this first so we can override the format if it's too many rows
-# attribs option: how to locate the table? It's the only one with class="grid".
-my $te = HTML::TableExtract->new(attribs => {class => 'grid'});
-$te->parse($htmldoc);
-my $table = $te->first_table_found;
+my $DEBUG = $cgi->param('debug') || 0;
-my $override = ($table->row_count >= 65536 ? 'XLSX' : '');
+my $conf = new FS::Conf;
+
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+
+my %params = (
+ beginning => $beginning,
+ ending => $ending,
+);
+$params{country} = $cgi->param('country');
+$params{debug} = $DEBUG;
+$params{breakdown} = { map { $_ => 1 } $cgi->param('breakdown') };
+
+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";
+}
+
+# generate the report
+my $report = FS::Report::Tax->report_internal(%params);
+my @rows = $report->table; # array of hashrefs
+
+my %pkgclass_name = map { $_->classnum, $_->classname } qsearch('pkg_class');
+$pkgclass_name{''} = 'Unclassified';
+
+my $override = (scalar(@rows) >= 65536 ? 'XLSX' : '');
my $format = $FS::CurrentUser::CurrentUser->spreadsheet_format($override);
my $filename = 'report_tax'.$format->{extension};
# hardcoded formats, this could be handled better
my $light_gray = $workbook->set_custom_color(63, '#eeeeee');
-my %format = (
+my %formatdef = (
title => {
size => 24,
align => 'center',
bg_color => 'silver',
},
+ sectionhead => {
+ size => 11,
+ bold => 1,
+ bg_color => 'silver',
+ },
colhead => {
size => 11,
bold => 1,
valign => 'vcenter',
text_wrap => 1,
},
+ colhead_small => {
+ size => 8,
+ bold => 1,
+ align => 'center',
+ valign => 'vcenter',
+ text_wrap => 1,
+ },
rowhead => {
size => 11,
valign => 'bottom',
text_wrap => 1,
},
- amount => {
+ currency => {
size => 11,
align => 'right',
valign => 'bottom',
- num_format=> 8,
+ num_format=> 8, # ($#,##0.00_);[Red]($#,##0.00)
},
- 'size-1' => {
- size => 7.5,
- align => 'center',
- valign => 'vcenter',
- bold => 1,
- text_wrap => 1,
+ number => {
+ size => 11,
+ align => 'right',
+ valign => 'bottom',
+ num_format=> 10, # 0.00%
},
- 'size+1' => {
+ bigmath => {
size => 12,
align => 'center',
valign => 'vcenter',
bold => 1,
},
- text => {
- size => 11,
- text_wrap => 1,
- },
);
my %default = (
font => 'Calibri',
- bg_color => $light_gray,
border => 1,
);
my @widths = ( #ick
- 18, (10.5, 3) x 6, 10.5, 10.5, 3, 10.5, 3, 10.5, 3, 10.5
+ 18, (13) x 5, 3, 7.5, 3, 11, 11, 3, 11, 3, 11
);
-foreach (keys(%format)) {
- my %f = (%default, %{$format{$_}});
- $format{$_} = $workbook->add_format(%f);
- $format{"m_$_"} = $workbook->add_format(%f); # for merged cells
- $format{"t_$_"} = $workbook->add_format(%f, bg_color => 'yellow'); # totals
+
+my @format = ( {}, {}, {} ); # white row, gray row, yellow (totals) row
+foreach (keys(%formatdef)) {
+ my %f = (%default, %{$formatdef{$_}});
+ $format[0]->{$_} = $workbook->add_format(%f);
+ $format[1]->{$_} = $workbook->add_format(bg_color => $light_gray, %f);
+ $format[2]->{$_} = $workbook->add_format(bg_color => 'yellow',
+ italic => 1,
+ %f);
}
my $ws = $workbook->add_worksheet('taxreport');
-my @sheet;
-$sheet[0][0] = {
- text => $title,
- format => 'title',
- colspan => '18',
-};
+# main title
+$ws->merge_range(0, 0, 0, 14, $report->title, $format[0]->{title});
# excel position
my $x = 0;
-my $y = 3;
-foreach my $row ($table->rows()) {
- $x = 0;
- $sheet[$y] = [];
- foreach my $cell (@$row) {
- if ($cell and ref($cell) eq 'HTML::ElementTable::DataElement') {
- my $f = 'text';
- if ( $cell->as_HTML =~ /font/i ) {
- my ($el) = $cell->content_list;
- $f = 'size'.$el->attr('size') if $el->attr('size');
- }
- elsif ( $cell->as_text =~ /^\$/ ) {
- $f = 'amount'
- }
- elsif ( $cell->tag eq 'th' ) {
- $f = 'colhead';
- }
- elsif ( $x == 0 ) {
- $f = 'rowhead';
- }
- $sheet[$y][$x] = {
- text => $cell->as_text,
- format => $f,
- rowspan => $cell->attr('rowspan'),
- colspan => $cell->attr('colspan'),
- };
- }
- $x++;
- } #for $cell
- $y++;
-}
+my $y = 2;
+
+my $colhead = $format[0]->{colhead};
+# print header
+$ws->merge_range($y, 1, $y, 5, 'Sales', $colhead);
+$ws->merge_range($y, 6, $y+1, 8, 'Rate', $colhead);
+$ws->merge_range($y, 9, $y, 14, 'Tax', $colhead);
+
+$y++;
+$colhead = $format[0]->{colhead_small};
+$ws->write($y, 1, [ 'Total', 'Exempt customer', 'Exempt package', 'Monthly exemption',
+ 'Taxable' ], $colhead);
+$ws->write($y, 9, 'Estimated', $colhead);
+$ws->write($y, 10, 'Invoiced', $colhead);
+$ws->write($y, 12, 'Credited', $colhead);
+$ws->write($y, 14, 'Net due', $colhead);
+$y++;
-$y = 0;
-foreach my $row (@sheet) {
+# print data
+my $rownum = 0;
+my $prev_row = { pkgclass => 'DUMMY PKGCLASS' };
+
+foreach my $row (@rows) {
$x = 0;
- my $t_row = 1 if($row->[0]->{'text'} eq 'Total');
- foreach my $cell (@$row) {
- if ($cell) {
- my $f = $cell->{format};
- if ($cell->{rowspan} > 1 or $cell->{colspan} > 1) {
- my $range = xl_range_formula(
- 'Taxreport',
- $y,
- $y - 1 + ($cell->{rowspan} || 1),
- $x,
- $x - 1 + ($cell->{colspan} || 1)
- );
- $ws->merge_range($range, $cell->{text}, $format{"m_$f"});
- }
- else {
- $f = "t_$f" if $t_row;
- $ws->write($y, $x, $cell->{text}, $format{$f});
- }
- } #if $cell
+ if ( $row->{pkgclass} ne $prev_row->{pkgclass} ) {
+ $rownum = 0;
+ if ( $params{breakdown}->{pkgclass} ) {
+ $ws->merge_range($y, 0, $y, 14,
+ $pkgclass_name{$row->{pkgclass}},
+ $format[0]->{sectionhead}
+ );
+ $y++;
+ }
+ }
+ # pick a format set
+ my $f = $format[$rownum % 2];
+ if ( $row->{total} ) {
+ $f = $format[2];
+ }
+ $ws->write($y, $x, $row->{label}, $f->{rowhead});
+ $x++;
+ foreach (qw(sales exempt_cust exempt_pkg exempt_monthly taxable)) {
+ $ws->write($y, $x, $row->{$_} || 0, $f->{currency});
$x++;
}
+ $ws->write_string($y, $x, " \N{U+00D7} ", $f->{bigmath}); # MULTIPLICATION SIGN
+ $x++;
+ my $rate = $row->{rate};
+ $rate = $rate / 100 if $rate =~ /^[\d\.]+$/;
+ $ws->write($y, $x, $rate, $f->{number});
+ $x++;
+ $ws->write_string($y, $x, " = ", $f->{bigmath});
+ $x++;
+ my $estimated = $row->{estimated} || 0;
+ $estimated = '' if $rate eq 'variable';
+ $ws->write($y, $x, $estimated, $f->{currency});
+ $x++;
+ $ws->write($y, $x, $row->{tax} || 0, $f->{currency});
+ $x++;
+ $ws->write_string($y, $x, " \N{U+2212} ", $f->{bigmath}); # MINUS SIGN
+ $x++;
+ $ws->write($y, $x, $row->{credit} || 0, $f->{currency});
+ $x++;
+ $ws->write_string($y, $x, " = ", $f->{bigmath});
+ $x++;
+ $ws->write($y, $x, $row->{tax} - $row->{credit}, $f->{currency});
+
+ $rownum++;
$y++;
+ $prev_row = $row;
}
+# ewwwww...
for my $x (0..scalar(@widths)-1) {
$ws->set_column($x, $x, $widths[$x]);
}
-<& /elements/header.html, "$agentname Tax Report: ".
- ( $beginning
- ? time2str('%h %o %Y ', $beginning )
- : ''
- ).
- 'through '.
- ( $ending == 4294967295
- ? 'now'
- : time2str('%h %o %Y', $ending )
- ). ' - ' . $taxname
-&>
+<& /elements/header.html, $report->title &>
<TD ALIGN="right">
Download full results<BR>
as <A HREF="<% $p.'search/report_tax-xls.cgi?'.$cgi->query_string%>">Excel spreadsheet</A>
.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 }
+.total { font-style: italic }
</STYLE>
<& /elements/table-grid.html &>
+ <THEAD>
<TR>
<TH ROWSPAN=3></TH>
<TH COLSPAN=5>Sales</TH>
<TH>(tax-exempt package)</TH>
<TH>(monthly exemption)</TH>
</TR>
+ </THEAD>
-% 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];
+% my $rownum = 0;
+% my $prev_row = { pkgclass => 'DUMMY PKGCLASS' };
+
+ <TBODY>
+% 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;
+ </TBODY><TBODY>
% }
-% # 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;
-% }
+% if ( $params{breakdown}->{pkgclass} ) { # and caption the new section
+ <TR>
+ <TD COLSPAN=19 CLASS="sectionhead">
+ <% $pkgclass_name{$row->{pkgclass}} %>
+ </TD>
+ </TR>
% }
-% my $sales_taxnums = join(',', keys %sales_taxnums);
+% } # 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} ) {
+ </TBODY><TBODY CLASS="total">
+% }
+ <TR CLASS="row<% $rownum % 2 %>">
+% # Row label
+ <TD CLASS="rowhead"><% $row->{label} |h %></TD>
<TD>
- <A HREF="<% "$saleslink;$classlink;taxnum=$sales_taxnums" %>">
- <% $sales %>
+% # Total sales
+ <A HREF="<% $saleslink . $rowlink %>">
+ <% $money_sprintf->( $row->{sales} ) %>
</A>
</TD>
-% # exemptions
-% foreach(qw(cust pkg)) {
+% # Exemptions: customer
<TD>
- <A HREF="<% "$saleslink;$classlink;exempt_$_=Y;taxnum=".$taxnums{"exempt_$_"} %>">
- <% $money_sprintf->($values{"exempt_$_"}) %>
+ <A HREF="<% $saleslink . $rowlink . ';exempt_cust=Y' %>">
+ <% $money_sprintf->( $row->{exempt_cust} ) %>
</A>
</TD>
-% }
+% # package
<TD>
- <A HREF="<% "$exemptlink;$classlink;taxnum=".$taxnums{"exempt_monthly"} %>">
- <% $money_sprintf->($values{"exempt_monthly"}) %>
+ <A HREF="<% $saleslink . $rowlink . ';exempt_pkg=Y' %>">
+ <% $money_sprintf->( $row->{exempt_pkg} ) %>
</A>
</TD>
-% # taxable
+% # monthly (note this uses $exemptlink; it's a completely separate report)
<TD>
- <A HREF="<% "$saleslink;$classlink;taxable=1;taxnum=$taxnums{taxable}" %>">
- <% $money_sprintf->($values{taxable}) %>
+ <A HREF="<% $exemptlink . $rowlink %>">
+ <% $money_sprintf->( $row->{exempt_monthly} ) %>
+ </A>
+ </TD>
+% # taxable sales
+ <TD>
+ <A HREF="<% $saleslink . $rowlink . ";taxable=1" %>">
+ <% $money_sprintf->( $row->{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><% $row->{rate} %></TD>
+% # estimated tax
<TD CLASS="bigmath"> = </TD>
- <TD><% $rate eq 'variable'
- ? ''
- : $money_sprintf->( $values{taxable} * $rate / 100 ) %>
+ <TD>
+% if ( $row->{estimated} ) {
+ <% $money_sprintf->( $row->{estimated} ) %>
+% }
</TD>
-% # invoiced tax
+% # invoiced tax
<TD>
- <A HREF="<% "$taxlink;$classlink;taxnum=$taxnums{taxable}" %>">
- <% $money_sprintf->( $values{tax} ) %>
+ <A HREF="<% $taxlink . $rowlink %>">
+ <% $money_sprintf->( $row->{tax} ) %>
</A>
</TD>
-% # credited tax
+% # credited tax
<TD CLASS="bigmath"> − </TD>
<TD>
- <A HREF="<% "$creditlink;$classlink;taxnum=$taxnums{credited}" %>">
- <% $money_sprintf->( $values{credited} ) %>
+ <A HREF="<% $creditlink . $rowlink %>">
+ <% $money_sprintf->( $row->{credit} ) %>
</A>
</TD>
-% # net tax due
+% # net tax due
<TD CLASS="bigmath"> = </TD>
- <TD><% $money_sprintf->( $values{tax} - $values{credited} ) %></TD>
- </TR>
-
-% $row = $row ? 0 : 1;
-%
-% } 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 @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>
+ <TD><% $money_sprintf->( $row->{tax} - $row->{credit} ) %></TD>
</TR>
-% }
-% $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
+% $rownum++;
+% $prev_row = $row;
+% } # foreach my $row
</TABLE>
<& /elements/footer.html &>
my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
-my ($taxname, $country, %breakdown);
-
-if ( $cgi->param('taxname') =~ /^([\w\s]+)$/ ) {
- $taxname = $1;
-} else {
- die "taxname required"; # UI prevents this
-}
-
-if ( $cgi->param('country') =~ /^(\w\w)$/ ) {
- $country = $1;
-} else {
- die "country required";
-}
-
-# %breakdown: short name => field identifier
-foreach ($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 $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 ) ';
+my %params = (
+ beginning => $beginning,
+ ending => $ending,
+);
+$params{country} = $cgi->param('country');
+$params{debug} = $DEBUG;
+$params{breakdown} = { map { $_ => 1 } $cgi->param('breakdown') };
-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
-
-# Either or both of these can be used to link cust_bill_pkg to
-# cust_main_county. This one links a taxed line item (billpkgnum) to a tax rate
-# (taxnum), and gives the amount of tax charged on that line item under that
-# rate (as tax_amount).
-my $pkg_tax = "SELECT SUM(amount) as tax_amount, taxnum, ".
- "taxable_billpkgnum AS billpkgnum ".
- "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.
-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'";
-# 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/, $//;
-
-# 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 $breakdown{pkgclass}";
-}
-$select_all .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, ";
-
-my $agentname = '';
+my $agentname;
if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
- my $agent = qsearchs('agent', { 'agentnum' => $1 } );
- die "agent not found" unless $agent;
- $agentname = $agent->agent;
- $where .= ' AND cust_main.agentnum = '. $agent->agentnum;
-}
-
-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 ($pkg_tax) AS pkg_tax USING (taxnum)
- JOIN cust_bill_pkg USING (billpkgnum)
- LEFT JOIN ($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_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 (billpkgnum)
- 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
- $group_all";
-
-$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 ( $breakdown{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 $agent = FS::agent->by_key($1) or die "unknown agentnum $1";
+ $params{agentnum} = $1;
+ $agentname = $agent->agentname;
}
-my $istax = "cust_bill_pkg.pkgnum = 0";
-
-$sql{tax} = "$select SUM(cust_bill_pkg_tax_location.amount)
- $taxfrom
- $where AND $istax
- $group";
-
-$all_sql{tax} = "$select_all SUM(cust_bill_pkg_tax_location.amount)
- $taxfrom
- $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
- $group";
-
-$all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
- $creditfrom
- $creditwhere AND $istax
- $group_all";
-
-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*
- $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] ];
- }
+if ( $cgi->param('taxname') =~ /^([\w ]+)$/ ) {
+ $params{taxname} = $1;
+} else {
+ die "taxname required";
}
-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;
- my $sth = dbh->prepare($all_sql{$k});
- # three columns: pkgclass, taxnums (comma separated), 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] ];
- }
-}
-warn "TOTALS:\n".Dumper(\%total) if $DEBUG > 1;
+warn "PARAMS:\n".Dumper(\%params)."\n\n" if $DEBUG;
-# $data{$pkgclass}{$taxclass}{$state}{$county}{$city}{$district} = [
-# [ 'taxable', taxnums, amount ],
-# [ 'exempt_cust', taxnums, amount ],
-# ...
-# ]
-# non-requested grouping levels simply collapse into key = ''
+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 );
+ $money_char. sprintf('%.2f', shift);
};
my $dateagentlink = "begin=$beginning;end=$ending";
-$dateagentlink .= ';agentnum='. $cgi->param('agentnum')
- if length($agentname);
+$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";
-my %taxrates;
-foreach my $tax (
- qsearch('cust_main_county', {
- country => $country,
- tax => { op => '>', value => 0 }
- }) )
- {
- $taxrates{$tax->taxnum} = $tax->tax;
-}
+my %pkgclass_name = map { $_->classnum, $_->classname } qsearch('pkg_class');
+$pkgclass_name{''} = 'Unclassified';
</%init>
taxclass => 'Tax class',
pkgclass => 'Package class',
city => 'City',
+ district => 'District',
},
&>
</TABLE>
if ( FS::cust_main_county->count("city is not null and city != ''") > 0 ) {
push @breakdown, 'city';
}
+if ( FS::cust_main_county->count("district is not null") > 0 ) {
+ push @breakdown, 'district';
+}
</%init>
--- /dev/null
+<% 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 {
+ 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" 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>
+ <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>
+ <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 ( $with_pkgclass and length($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;
+% }
+%
+% 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 $td = qq(TD CLASS="grid" BGCOLOR="$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%>><% $region->{'label'} %></TD>
+% }
+ <<%$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>
+
+% 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"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my $DEBUG = $cgi->param('debug') || 0;
+
+my $conf = new FS::Conf;
+
+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 ) ';
+
+my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
+
+my $with_pkgclass = $cgi->param('show_pkgclasses');
+
+# Either or both of these can be used to link cust_bill_pkg to
+# cust_main_county. This one links a taxed line item (billpkgnum) to a tax rate
+# (taxnum), and gives the amount of tax charged on that line item under that
+# rate (as tax_amount).
+my $pkg_tax = "SELECT SUM(amount) as tax_amount, taxnum, ".
+ "taxable_billpkgnum AS billpkgnum ".
+ "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.
+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 ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ my $agent = qsearchs('agent', { 'agentnum' => $1 } );
+ die "agent not found" unless $agent;
+ $agentname = $agent->agent;
+ $where .= ' AND cust_main.agentnum = '. $agent->agentnum;
+}
+
+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 ($pkg_tax) AS pkg_tax USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ LEFT JOIN ($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 $group";
+
+# Here we're going to sum all line items that are taxable _at all_,
+# under any tax. exempt_charged is the sum of all exemptions for a
+# particular billpkgnum + taxnum; we take the taxnum that has the
+# smallest sum of exemptions and subtract that from the charged amount.
+#
+# (This isn't an exact result, since line items can be taxable under
+# one tax and not another. Under 4.x the tax report is designed to
+# consider only one variety of tax at a time, which should solve this.)
+
+$all_sql{taxable} = "$select_all
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(min_exempt, 0))
+ FROM cust_bill_pkg
+ JOIN (
+ SELECT billpkgnum, MIN(exempt_charged) AS min_exempt
+ FROM ($pkg_tax) AS pkg_tax
+ JOIN cust_bill_pkg USING (billpkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum, taxnum)
+ GROUP BY billpkgnum
+ ) AS pkg_is_taxable
+ USING (billpkgnum)
+ $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 $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
+ $group_all";
+}
+
+# "out of taxable region" sales
+$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 (billpkgnum)
+ 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];
+ }
+}
+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];
+ }
+}
+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 => '',
+ }) );
+}
+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};
+ }
+
+ }
+
+ 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 $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 / commitdiff