diff options
Diffstat (limited to 'httemplate/search/report_tax.cgi')
| -rwxr-xr-x | httemplate/search/report_tax.cgi | 432 |
1 files changed, 432 insertions, 0 deletions
diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi new file mode 100755 index 000000000..9062f0626 --- /dev/null +++ b/httemplate/search/report_tax.cgi @@ -0,0 +1,432 @@ +<% + +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 $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 ); + +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 $monthly_exempt_warning = 0; +my $taxclass_flag = 0; +my($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 $fromwhere = $from_join_cust. $join_pkg. $where; + my @param = @base_param; + + if ( $r->taxclass ) { + $fromwhere .= " AND taxclass = ? "; + push @param, 'taxclass'; + $regions{$label}->{'url_param'} .= ';taxclass='. $r->taxclass + if $cgi->param('show_taxclasses'); + $taxclass_flag = 1; + } + +# 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 package-exemption for this region + + 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_pkg += $x; + $regions{$label}->{'exempt_pkg'} += $x; + } + + ## calculate customer-exemption for this region + + my($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'" + ); + } + + $exempt_cust += $x_cust; + $regions{$label}->{'exempt_cust'} += $x_cust; + + ## calculate monthly exemption (texas tax) for this region + + my($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 $x_monthly = scalar_sql($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 ) )" + ); + if ( $x_monthly ) { + warn $r->taxnum(). ": $x_monthly\n"; + $taxable -= $x_monthly; + } + + $exempt_monthly += $x_monthly; + $regions{$label}->{'exempt_monthly'} += $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"; +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; + 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') + && ! $opt{'no_taxclasses'}; + #$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; +} + +%> + +<% + +my $baselink = $p. "search/cust_bill_pkg.cgi?begin=$beginning;end=$ending"; + +%> + + +<%= header( "$agentname Sales Tax Report - ". + time2str('%h %o %Y through ', $beginning ). + ( $ending == 4294967295 + ? 'now' + : time2str('%h %o %Y', $ending ) + ), + menubar( 'Main Menu'=>$p, ) + ) +%> + +<%= include('/elements/table-grid.html') %> + + <TR> + <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH> + <TH CLASS="grid" BGCOLOR="#cccccc" COLSPAN=9>Sales</TH> + <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH> + <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Rate</TH> + <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH> + <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax owed</TH> + <% unless ( $cgi->param('show_taxclasses') ) { %> + <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax invoiced</TH> + <% } %> + </TR> + <TR> + <TH CLASS="grid" BGCOLOR="#cccccc">Total</TH> + <TH CLASS="grid" BGCOLOR="#cccccc"></TH> + <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt customer)</FONT></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"></TH> + <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt package)</FONT></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"></TH> + <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(monthly exemption)</FONT></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"></TH> + <TH CLASS="grid" BGCOLOR="#cccccc">Taxable</TH> + </TR> + +<% my $bgcolor1 = '#eeeeee'; + my $bgcolor2 = '#ffffff'; + my $bgcolor; +%> + + <% foreach my $region ( @regions ) { + + if ( $bgcolor eq $bgcolor1 ) { + $bgcolor = $bgcolor2; + } else { + $bgcolor = $bgcolor1; + } + + my $link = $baselink; + if ( $region->{'label'} ne 'Total' ) { + if ( $region->{'label'} eq $out ) { + $link .= ';out=1'; + } else { + $link .= ';'. $region->{'url_param'}; + } + } + %> + + <TR> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><%= $region->{'label'} %></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <A HREF="<%= $link %>;nottax=1"><%= $money_char %><%= sprintf('%.2f', $region->{'total'} ) %></A> + </TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <A HREF="<%= $link %>;nottax=1;cust_tax=Y"><%= $money_char %><%= sprintf('%.2f', $region->{'exempt_cust'} ) %></A> + </TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <A HREF="<%= $link %>;nottax=1;pkg_tax=Y"><%= $money_char %><%= sprintf('%.2f', $region->{'exempt_pkg'} ) %></A> + </TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <%= $money_char %><%= sprintf('%.2f', $region->{'exempt_monthly'} ) %></A> + </TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><FONT SIZE="+1"><B> = </B></FONT></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <%= $money_char %><%= sprintf('%.2f', $region->{'taxable'} ) %></A> + </TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><%= $region->{'label'} eq 'Total' ? '' : '<FONT FACE="sans-serif" SIZE="+1"><B> X </B></FONT>' %></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"><%= $region->{'rate'} %></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><%= $region->{'label'} eq 'Total' ? '' : '<FONT FACE="sans-serif" SIZE="+1"><B> = </B></FONT>' %></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <%= $money_char %><%= sprintf('%.2f', $region->{'owed'} ) %> + </TD> + <% unless ( $cgi->param('show_taxclasses') ) { %> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <A HREF="<%= $link %>;istax=1"><%= $money_char %><%= sprintf('%.2f', $region->{'tax'} ) %></A> + </TD> + <% } %> + </TR> + + <% } %> + +</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> + </TR> + + <% #some false laziness w/above + foreach my $region ( @base_regions ) { + + if ( $bgcolor eq $bgcolor1 ) { + $bgcolor = $bgcolor2; + } else { + $bgcolor = $bgcolor1; + } + + my $link = $baselink; + #if ( $region->{'label'} ne 'Total' ) { + if ( $region->{'label'} eq $out ) { + $link .= ';out=1'; + } else { + $link .= ';'. $region->{'url_param'}; + } + #} + %> + + <TR> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><%= $region->{'label'} %></TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <A HREF="<%= $link %>;istax=1"><%= $money_char %><%= sprintf('%.2f', $region->{'tax'} ) %></A> + </TD> + </TR> + + <% } %> + + <TR> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>">Total</TD> + <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"> + <A HREF="<%= $baselink %>;istax=1"><%= $money_char %><%= sprintf('%.2f', $tax ) %></A> + </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> + + |