diff options
Diffstat (limited to 'httemplate/search/report_tax.cgi')
| -rwxr-xr-x | httemplate/search/report_tax.cgi | 249 |
1 files changed, 238 insertions, 11 deletions
diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index 835554a..5876657 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,26 +1,253 @@ <!-- mason kludge --> <% -#my $user = getotaker; -my $user = $FS::UID::user; #dumb 1.4 8-char workaround +my $user = getotaker; $cgi->param('beginning') =~ /^([ 0-9\-\/]{0,10})$/; -my $beginning = $1; +my $pbeginning = $1; +my $beginning = $1 ? str2time($1) : 0; $cgi->param('ending') =~ /^([ 0-9\-\/]{0,10})$/; -my $ending = $1; +my $pending = $1; +my $ending = ( $1 ? str2time($1) : 4294880896 ) + 86399; -print header('Tax Report Results'); +my $from_join_cust = " + FROM cust_bill_pkg + JOIN cust_bill USING ( invnum ) + JOIN cust_main USING ( custnum ) +"; +my $join_pkg = " + JOIN cust_pkg USING ( pkgnum ) + 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 ); -open (REPORT, "freeside-tax-report -v -s $beginning -f $ending $user |"); +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 + ) +"; -print '<PRE>'; -while(<REPORT>) { - print $_; +my $monthly_exempt_warning = 0; +my($total, $exempt, $taxable, $owed, $tax) = ( 0, 0, 0, 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; + + my $fromwhere = $from_join_cust. $join_pkg. $where; + my @param = @base_param; + + if ( $r->taxclass ) { + $fromwhere .= " AND ( taxclass = ? ) "; + push @param, 'taxclass'; + } + + my $nottax = 'pkgnum != 0'; + + my $a = scalar_sql($r, \@param, + "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax" + ); + $total += $a; + $regions{$label}->{'total'} += $a; + + foreach my $e ( grep { $r->get($_.'tax') =~ /^Y/i } + qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) { + my $x = scalar_sql($r, \@param, + "SELECT SUM($e) $fromwhere AND $nottax" + ); + $exempt += $x; + $regions{$label}->{'exempt'} += $x; + } + + my($t, $x) = (0, 0); + foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i } + qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) { + $t += scalar_sql($r, \@param, + "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )" + ); + + $x += scalar_sql($r, \@param, + "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'" + ); + } + + my($sday,$smon,$syear) = (localtime($beginning) )[ 3, 4, 5 ]; + $monthly_exempt_warning=1 if $sday != 1 && $beginning; + $smon++; $syear+=1900; + + my $eending = ( $ending == 4294967295 ) ? time : $ending; + my($eday,$emon,$eyear) = (localtime($eending) )[ 3, 4, 5 ]; + $emon++; $eyear+=1900; + + my $monthly_exemption = scalar_sql($r, [ 'taxnum' ], + "SELECT SUM(amount) FROM cust_tax_exempt where taxnum = ? ". + " AND ( year > $syear OR ( year = $syear and month >= $smon ) )". + " AND ( year < $eyear OR ( year = $eyear and month <= $emon ) )" + ); + #warn $r->taxnum(). ": $monthly_exemption\n"; + if ( $monthly_exemption ) { + $t -= $monthly_exemption; + $x += $monthly_exemption; + } + + $taxable += $t; + $regions{$label}->{'taxable'} += $t; + + $exempt += $x; + $regions{$label}->{'exempt'} += $x; + + $owed += $t * ($r->tax/100); + $regions{$label}->{'owed'} += $t * ($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"; +my @taxparam = @base_param; + +#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; + 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; + +} + +#ordering +my @regions = map $regions{$_}, + sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } + keys %regions; + +push @regions, { + 'label' => 'Total', + 'total' => $total, + 'exempt' => $exempt, + 'taxable' => $taxable, + 'rate' => '', + 'owed' => $owed, + 'tax' => $tax, +}; + +#-- + +sub getlabel { + my $r = shift; + + my $label; + if ( $r->tax == 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 = $r->taxname. " ($label)" if $r->taxname; + } + return $label; } -print '</PRE>'; -print '</BODY></HTML>'; +#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; +} %> +<%= header( "Sales Tax Report - $pbeginning through ".($pending||'now'), + menubar( 'Main Menu'=>$p, ) ) %> +<%= table() %> + <TR> + <TH ROWSPAN=2></TH> + <TH COLSPAN=3>Sales</TH> + <TH ROWSPAN=2>Rate</TH> + <TH ROWSPAN=2>Tax owed</TH> + <TH ROWSPAN=2>Tax invoiced</TH> + </TR> + <TR> + <TH>Total</TH> + <TH>Non-taxable</TH> + <TH>Taxable</TH> + </TR> + <% foreach my $region ( @regions ) { %> + <TR> + <TD><%= $region->{'label'} %></TD> + <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'total'} ) %></TD> + <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'exempt'} ) %></TD> + <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'taxable'} ) %></TD> + <TD ALIGN="right"><%= $region->{'rate'} %></TD> + <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'owed'} ) %></TD> + <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'tax'} ) %></TD> + </TR> + <% } %> + +</TABLE> + +<% if ( $monthly_exempt_warning ) { %> + <BR> + Partial-month tax reports (except for current month) may not be correct due + to month-granularity tax exemption (usually "texas tax"). For an accurate + report, start on the first of a month and end on the last day of a month (or + leave blank for to now). +<% } %> + +</BODY> +</HTML> + + |