tax report update, link to new line item report, per-agent tax reporting

1 files changed, 145 insertions, 0 deletions

diff --git a/httemplate/search/cust_bill_pkg.cgi b/httemplate/search/cust_bill_pkg.cgi
new file mode 100644
index 000000000..875cbc3ac
--- /dev/null
+++ b/httemplate/search/cust_bill_pkg.cgi
@@ -0,0 +1,145 @@
+<%
+
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+
+my $join_cust = "
+    JOIN cust_bill USING ( invnum ) 
+    JOIN cust_main USING ( custnum )
+";
+
+my $join_pkg = "
+    LEFT JOIN cust_pkg USING ( pkgnum )
+    LEFT JOIN part_pkg USING ( pkgpart )
+";
+
+my $where = "
+  WHERE _date >= $beginning AND _date <= $ending
+    AND payby != 'COMP'
+";
+
+if ( $cgi->param('out') ) {
+
+  $where .= "
+    AND 0 = ( SELECT COUNT(*) FROM cust_main_county
+               WHERE (    cust_main_county.county  = cust_main.county
+                       OR cust_main_county.county IS NULL AND cust_main.county  =  ''
+                       OR cust_main_county.county  =  ''  AND cust_main.county IS NULL
+                     )
+                 AND (    cust_main_county.state   = cust_main.state
+                       OR cust_main_county.state  IS NULL AND cust_main.state  =  ''
+                       OR cust_main_county.state   =  ''  AND cust_main.state IS NULL
+                     )
+                 AND cust_main_county.country = cust_main.country
+                 AND cust_main_county.tax > 0
+            )
+  ";
+
+} elsif ( $cgi->param('country' ) ) {
+
+  my $county  = dbh->quote( $cgi->param('county')  );
+  my $state   = dbh->quote( $cgi->param('state')   );
+  my $country = dbh->quote( $cgi->param('country') );
+  $where .= "
+    AND ( county  = $county OR $county = '' )
+    AND ( state   = $state  OR $state = '' )
+    AND   country = $country
+  ";
+  $where .= ' AND taxclass = '. dbh->quote( $cgi->param('taxclass') )
+    if $cgi->param('taxclass');
+
+}
+
+$where .= ' AND pkgnum != 0' if $cgi->param('nottax');
+
+$where .= ' AND pkgnum = 0' if $cgi->param('istax');
+
+$where .= " AND tax = 'Y'" if $cgi->param('cust_tax');
+
+my $count_query;
+if ( $cgi->param('pkg_tax') ) {
+
+  $count_query =
+    "SELECT COUNT(*), SUM( ( CASE WHEN part_pkg.setuptax = 'Y'
+                                 THEN cust_bill_pkg.setup
+                                 ELSE 0 )
+                          +
+                          ( CASE WHEN part_pkg.recurtax = 'Y'
+                                 THEN cust_bill_pkg.recur
+                                 ELSE 0 )
+                        )";
+
+  $where .= " AND (
+                       ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
+                    OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 )
+                  )";
+
+} else {
+
+  $count_query =
+    "SELECT COUNT(*), SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)";
+
+}
+$count_query += " FROM cust_bill_pkg $join_cust  $join_pkg $where";
+
+my $query = {
+  'table'     => 'cust_bill_pkg',
+  'addl_from' => "$join_cust $join_pkg",
+  'hashref'   => {},
+  'select'    => join(', ',
+                   'cust_bill_pkg.*',
+                   'cust_bill._date',
+                   'part_pkg.pkg',
+                   'cust_main.custnum',
+                   FS::UI::Web::cust_sql_fields(),
+                 ),
+  'extra_sql' => $where,
+};
+
+my $ilink = [ "${p}view/cust_bill.cgi?", 'invnum' ];
+my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ];
+
+my $conf = new FS::Conf;
+my $money_char = $conf->config('money_char') || '$';
+
+%><%= include( 'elements/search.html',
+                 'title'       => 'Line items',
+                 'name'        => 'line items',
+                 'query'       => $query,
+                 'count_query' => $count_query,
+                 'count_addl'  => [ $money_char. '%.2f total', ],
+                 'header'      => [
+                   '#',
+                   'Description',
+                   'Setup charge',
+                   'Recurring charge',
+                   'Invoice',
+                   'Date',
+                   FS::UI::Web::cust_header(),
+                 ],
+                 'fields'      => [
+                   'billpkgnum',
+                   sub { $_[0]->pkgnum > 0
+                           ? $_[0]->get('pkg')
+                           : $_[0]->get('itemdesc')
+                       },
+                   #strikethrough or "N/A ($amount)" or something these when
+                   # they're not applicable to pkg_tax search
+                   sub { sprintf($money_char.'%.2f', shift->setup ) },
+                   sub { sprintf($money_char.'%.2f', shift->recur ) },
+                   'invnum',
+                   sub { time2str('%b %d %Y', shift->_date ) },
+                   \&FS::UI::Web::cust_fields,
+                 ],
+                 'links'       => [
+                   '',
+                   '',
+                   '',
+                   '',
+                   $ilink,
+                   $ilink,
+                   ( map { $clink } FS::UI::Web::cust_header() ),
+                 ],
+                 'align' => 'rlrrrc',
+           )
+%>
+