create a Sales, Credits, and Receipts report broken down by day, RT11470

3 files changed, 177 insertions, 21 deletions

diff --git a/httemplate/graph/elements/monthly.html b/httemplate/graph/elements/monthly.html
index de2b2e9d4..a451ea8ff 100644
--- a/httemplate/graph/elements/monthly.html
+++ b/httemplate/graph/elements/monthly.html
@@ -19,6 +19,7 @@ Example:
     'links'           => \@links,      # or \%link, #opt
     'link_fromparam'  => 'param_from', #defaults to 'begin'
     'link_toparam'    => 'param_to',   #defaults to 'end'
+    'daily'           => 1, # omit for monthly granularity
 
     #optional, pulled from CGI params if not specified
     'start_month'     => $smonth,
@@ -26,6 +27,12 @@ Example:
     'end_month'       => $emonth,
     'end_year'        => $eyear,
 
+
+    #optional, pulled from CGI params if not specified, 
+    #only if 'daily' option is given
+    'start_day'       => $sday,
+    'end_day'         => $eday,
+
     #optional
     'agentnum'        => $agentnum,
     'nototal'         => 1,
@@ -42,8 +49,7 @@ Example:
             'data'          => $data->{'data'},
             'row_labels'    => $data->{'item_labels'},
             'graph_labels'  => $opt{'graph_labels'} || $data->{'item_labels'},
-            'col_labels'    => [ map { my $m = $_; $m =~ s/^(\d+)\//$mon[$1-1] / ; $m }
-                                 @{$data->{label}} ],
+            'col_labels'    => $col_labels,
             'axis_labels'   => $data->{label},
             'colors'        => $data->{colors},
             'links'         => \@links,
@@ -83,28 +89,41 @@ $opt{'start_year'}  ||= $cgi->param('start_year'); # || 1899+$curyear;
 $opt{'end_month'} ||= $cgi->param('end_month'); # || $curmon+1;
 $opt{'end_year'}  ||= $cgi->param('end_year'); # || 1900+$curyear;
 
-my $report = new FS::Report::Table::Monthly (
-
-  'items'        => \@items,
-  'params'       => $opt{'params'},
-  'item_labels'  => ( $cgi->param('_type') =~ /^(png)$/
-                        ? $opt{'graph_labels'}
-                        : $opt{'labels'}
-                    ),
-  'colors'       => $opt{'colors'},
-  'links'        => $opt{'links'},
-
-  'start_month'  => $opt{'start_month'},
-  'start_year'   => $opt{'start_year'},
-  'end_month'    => $opt{'end_month'},
-  'end_year'     => $opt{'end_year'},
-
-  'agentnum'     => $opt{'agentnum'},
-  'remove_empty' => $opt{'remove_empty'},
-  'doublemonths' => $opt{'doublemonths'},
+if ( $opt{'daily'} ) { # daily granularity
+    $opt{'start_day'} ||= $cgi->param('start_day');
+    $opt{'end_day'} ||= $cgi->param('end_day');
+}
+
+my %reportopts = (
+      'items'        => \@items,
+      'params'       => $opt{'params'},
+      'item_labels'  => ( $cgi->param('_type') =~ /^(png)$/
+                            ? $opt{'graph_labels'}
+                            : $opt{'labels'}
+                        ),
+      'colors'       => $opt{'colors'},
+      'links'        => $opt{'links'},
+
+      'start_day'    => $opt{'start_day'},
+      'start_month'  => $opt{'start_month'},
+      'start_year'   => $opt{'start_year'},
+      'end_day'      => $opt{'end_day'},
+      'end_month'    => $opt{'end_month'},
+      'end_year'     => $opt{'end_year'},
+      'agentnum'     => $opt{'agentnum'},
+      'remove_empty' => $opt{'remove_empty'},
+      'doublemonths' => $opt{'doublemonths'},
 );
+
+my $report;
+$report = new FS::Report::Table::Daily(%reportopts) if $opt{'daily'};
+$report = new FS::Report::Table::Monthly(%reportopts) unless $opt{'daily'};
 my $data = $report->data;
 
+my $col_labels = [ map { my $m = $_; $m =~ s/^(\d+)\//$mon[$1-1] / ; $m }
+                             @{$data->{label}} ];
+$col_labels = $data->{label} if $opt{'daily'};
+
 my @links;
 foreach my $link (@{ $data->{'links'} }) {
   my @speriod = @{$data->{'speriod'}};
diff --git a/httemplate/graph/money_time_daily.cgi b/httemplate/graph/money_time_daily.cgi
new file mode 100644
index 000000000..4d16ff871
--- /dev/null
+++ b/httemplate/graph/money_time_daily.cgi
@@ -0,0 +1,111 @@
+<% include('elements/monthly.html',
+                'title'        => $agentname.
+                                  'Daily Sales, Credits and Receipts Summary',
+                'items'        => \@items,
+                'labels'       => \%label,
+                'graph_labels' => \%graph_label,
+                'colors'       => \%color,
+                'links'        => \%link,
+                'agentnum'     => $agentnum,
+                'nototal'      => scalar($cgi->param('12mo')),
+                'daily'        => 1,
+                'start_day'    => $smday,
+                'start_month'  => $smon+1,
+                'start_year'   => $syear,
+                'end_day'      => $emday,
+                'end_month'    => $emon+1,
+                'end_year'     => $eyear,
+             )
+%>
+<%init>
+
+die "access denied"
+  unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+#XXX or virtual
+my( $agentnum, $agent ) = ('', '');
+if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+  $agentnum = $1;
+  $agent = qsearchs('agent', { 'agentnum' => $agentnum } );
+  die "agentnum $agentnum not found!" unless $agent;
+}
+
+my $agentname = $agent ? $agent->agent.' ' : '';
+
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+my ($ssec,$smin,$shour,$smday,$smon,$syear,$swday,$syday,$sisdst) 
+    = localtime($beginning);
+my ($esec,$emin,$ehour,$emday,$emon,$eyear,$ewday,$eyday,$eisdst) 
+    = localtime($ending);
+
+my @items = qw( invoiced netsales
+                credits  netcredits
+                payments receipts
+                refunds  netrefunds
+                cashflow netcashflow
+              );
+if ( $cgi->param('12mo') == 1 ) {
+  @items = map $_.'_12mo', @items;
+}
+
+my %label = (
+  'invoiced'    => 'Gross Sales',
+  'netsales'    =>   'Net Sales',
+  'credits'     => 'Gross Credits',
+  'netcredits'  =>   'Net Credits',
+  'payments'    => 'Gross Receipts',
+  'receipts'    =>   'Net Receipts',
+  'refunds'     => 'Gross Refunds',
+  'netrefunds'  =>   'Net Refunds',
+  'cashflow'    => 'Gross Cashflow',
+  'netcashflow' =>   'Net Cashflow',
+);
+
+my %graph_suffix = (
+ 'invoiced'    => ' (invoiced)', 
+ 'netsales'    => ' (invoiced - applied credits)',
+ 'credits'     => ' (credited)',
+ 'netcredits'  => ' (applied credits)',
+ 'payments'    => ' (payments)',
+ 'receipts'    => ' (applied payments)',
+ 'refunds'     => ' (refunds)',
+ 'netrefunds'  => ' (applied refunds)',
+ 'cashflow'    => ' (payments - refunds)',
+ 'netcashflow' => ' (applied payments - applied refunds)',
+);
+my %graph_label = map { $_ => $label{$_}.$graph_suffix{$_} } keys %label;
+
+$label{$_.'_12mo'} = $label{$_}. " (prev 12 months)"
+  foreach keys %label;
+
+$graph_label{$_.'_12mo'} = $graph_label{$_}. " (prev 12 months)"
+  foreach keys %graph_label;
+
+my %color = (
+  'invoiced'    => '9999ff', #light blue
+  'netsales'    => '0000cc', #blue
+  'credits'     => 'ff9999', #light red
+  'netcredits'  => 'cc0000', #red
+  'payments'    => '99cc99', #light green
+  'receipts'    => '00cc00', #green
+  'refunds'     => 'ffcc99', #light orange
+  'netrefunds'  => 'ff9900', #orange
+  'cashflow'    => '99cc33', #light olive
+  'netcashflow' => '339900', #olive
+);
+$color{$_.'_12mo'} = $color{$_}
+  foreach keys %color;
+
+my %link = (
+  'invoiced'   => "${p}search/cust_bill.html?agentnum=$agentnum;",
+  'netsales'   => "${p}search/cust_bill.html?agentnum=$agentnum;net=1;",
+  'credits'    => "${p}search/cust_credit.html?agentnum=$agentnum;",
+  'netcredits' => "${p}search/cust_credit_bill.html?agentnum=$agentnum;",
+  'payments'   => "${p}search/cust_pay.html?magic=_date;agentnum=$agentnum;",
+  'receipts'   => "${p}search/cust_bill_pay.html?agentnum=$agentnum;",
+  'refunds'    => "${p}search/cust_refund.html?magic=_date;agentnum=$agentnum;",
+  'netrefunds' => "${p}search/cust_credit_refund.html?agentnum=$agentnum;",
+);
+# XXX link 12mo?
+
+</%init>
diff --git a/httemplate/graph/report_money_time_daily.html b/httemplate/graph/report_money_time_daily.html
new file mode 100644
index 000000000..1e1b45d4e
--- /dev/null
+++ b/httemplate/graph/report_money_time_daily.html
@@ -0,0 +1,26 @@
+<% include('/elements/header.html', 'Daily Sales, Credits and Receipts Summary' ) %>
+
+<FORM ACTION="money_time_daily.cgi" METHOD="GET">
+
+<TABLE>
+
+<% include( '/elements/tr-input-beginning_ending.html' ) %>
+
+<% include('/elements/tr-select-agent.html',
+             'label'         => 'For agent: ',
+             'disable_empty' => 0,
+          )
+%>
+
+</TABLE>
+
+<BR><INPUT TYPE="submit" VALUE="Display">
+</FORM>
+
+<% include('/elements/footer.html') %>
+<%init>
+
+die "access denied"
+  unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+</%init>