path: root/httemplate/search/cust_credit_bill_pkg.html

<& elements/search.html,
              'title'         => 'Credit application detail', #to line item
              'name_singular' => 'credit application',
              'query'         => $query,
              'count_query'   => $count_query,
               'count_addl'   => [ $money_char. '%.2f total', ],
               'header'       => [
                   #'#',

                   'Amount',

                   #credit
                   'Date',
                   'By',
                   'Reason',

                   # line item
                   'Description',
                   'Location',
                   @post_desc_header,

                   #invoice
                   'Invoice',
                   'Date',
                   FS::UI::Web::cust_header(),
               ],
               'fields'       => [
                   #'creditbillpkgnum',
                   sub { sprintf($money_char.'%.2f', shift->amount ) },

                   sub { time2str('%b %d %Y', shift->get('cust_credit_date') ) },
                   sub { shift->cust_credit_bill->cust_credit->otaker },
                   sub { shift->cust_credit_bill->cust_credit->reason },

                   sub { $_[0]->pkgnum > 0
                           ? $_[0]->get('pkg')      # possibly use override.pkg
                           : $_[0]->get('itemdesc') # but i think this correct
                       },
                   $location_sub,
                   @post_desc,
                   'invnum',
                   sub { time2str('%b %d %Y', shift->_date ) },
                   \&FS::UI::Web::cust_fields,
               ],
               'sort_fields'  => [
                   'amount',
                   'cust_credit_date',
                   '', #'otaker',
                   '', #reason
                   '', #line item description
                   '', #location
                   @post_desc_null,
                   'invnum',
                   '_date',
                   #cust fields
               ],
               'links' => [
                   '',
                   '',
                   '',
                   '',
                   '',
                   '',
                   @post_desc_null,
                   $ilink,
                   $ilink,
                   ( map { $_ ne 'Cust. Status' ? $clink : '' }
                         FS::UI::Web::cust_header()
                   ),
               ],
               'align' => 'rrllll'.
                          $post_desc_align.
                          'rr'.
                          FS::UI::Web::cust_aligns(),
               'color' => [ 
                              '',
                              '',
                              '',
                              '',
                              '',
                              '',
                              @post_desc_null,
                              '',
                              '',
                              FS::UI::Web::cust_colors(),
                            ],
               'style' => [ 
                              '',
                              '',
                              '',
                              '',
                              '',
                              '',
                              @post_desc_null,
                              '',
                              '',
                              FS::UI::Web::cust_styles(),
                          ],
           
&>
<%init>

#LOTS of false laziness below w/cust_bill_pkg.cgi
# and a little w/cust_credit.html

die "access denied"
  unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');

my $conf = new FS::Conf;

#here is the agent virtualization
my $agentnums_sql =
  $FS::CurrentUser::CurrentUser->agentnums_sql( 'table' => 'cust_main' );

my @where = ( $agentnums_sql );

if ( $cgi->param('usernum') =~ /^(\d+)$/ ) {
  push @where, "cust_credit.usernum = $1";
}

my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
push @where, "cust_bill._date >= $beginning",
             "cust_bill._date <= $ending";

my($cr_begin, $cr_end) = FS::UI::Web::parse_beginning_ending($cgi, 'credit');
push @where, "cust_credit._date >= $cr_begin",
             "cust_credit._date <= $cr_end";

#credit amount?  seems more what is expected than the applied amount
my @lt_gt = FS::UI::Web::parse_lt_gt($cgi, 'amount' );
s/amount/cust_credit.amount/g foreach (@lt_gt);
push @where, @lt_gt;

if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
  push @where, "cust_main.agentnum = $1";
}

if ( $cgi->param('billpkgnum') =~ /^(\d+)$/ ) {
  push @where, "billpkgnum = $1";
}

#classnum
# not specified: all classes
# 0: empty class
# N: classnum
my $use_override = $cgi->param('use_override');
if ( $cgi->param('classnum') =~ /^(\d+)$/ ) {
  my $comparison = '';
  if ( $1 == 0 ) {
    $comparison = "IS NULL";
  } else {
    $comparison = "= $1";
  }

  if ( $use_override ) {
    push @where, "(
      part_pkg.classnum $comparison AND pkgpart_override IS NULL OR
      override.classnum $comparison AND pkgpart_override IS NOT NULL
    )";
  } else {
    push @where, "part_pkg.classnum $comparison";
  }
}

if ( $cgi->param('taxclass')
     && ! $cgi->param('istax')  #no part_pkg.taxclass in this case
                                #(should we save a taxclass or a link to taxnum
                                # in cust_bill_pkg or something like
                                # cust_bill_pkg_tax_location?)
   )
{

  #override taxclass when use_override is specified?  probably
  #if ( $use_override ) {
  #
  #  push @where,
  #    ' ( '. join(' OR ',
  #                  map {
  #                        ' (    part_pkg.taxclass = '. dbh->quote($_).
  #                        '      AND pkgpart_override IS NULL '.
  #                        '   OR '.
  #                        '      override.taxclass = '. dbh->quote($_).
  #                        '      AND pkgpart_override IS NOT NULL '.
  #                        ' ) '
  #                      }
  #                      $cgi->param('taxclass')
  #               ).
  #    ' ) ';
  #
  #} else {

    push @where,
      ' ( '. join(' OR ',
                    map ' part_pkg.taxclass = '.dbh->quote($_),
                        $cgi->param('taxclass')
                 ).
      ' ) ';

  #}

}

my @loc_param = qw( district city county state country );

if ( $cgi->param('out') ) {

  my ( $loc_sql, @param ) = FS::cust_pkg->location_sql( 'ornull' => 1 );
  while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
    $loc_sql =~ s/\?/'cust_main_county.'.shift(@param)/e;
  }

  $loc_sql =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g
    if $cgi->param('istax');

  push @where, "
    0 = (
          SELECT COUNT(*) FROM cust_main_county
           WHERE cust_main_county.tax > 0
             AND $loc_sql
        )
  ";

  #not linked to by anything, but useful for debugging "out of taxable region"
  if ( grep $cgi->param($_), @loc_param ) {

    my %ph = map { $_ => dbh->quote( scalar($cgi->param($_)) ) } @loc_param;

    my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
    while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
      $loc_sql =~ s/\?/$ph{shift(@param)}/e;
    }

    push @where, $loc_sql;

  }

} elsif ( $cgi->param('country') ) {

  my @counties = $cgi->param('county');
   
  if ( scalar(@counties) > 1 ) {

    #hacky, could be more efficient.  care if it is ever used for more than the
    # tax-report_groups filtering kludge

    my $locs_sql =
      ' ( '. join(' OR ', map {

          my %ph = ( 'county' => dbh->quote($_),
                     map { $_ => dbh->quote( $cgi->param($_) ) }
                       qw( district city state country )
                   );

          my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
          while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
            $loc_sql =~ s/\?/$ph{shift(@param)}/e;
          }

          $loc_sql;

        } @counties

      ). ' ) ';

    push @where, $locs_sql;

  } else {

    my %ph = map { $_ => dbh->quote( scalar($cgi->param($_)) ) } @loc_param;

    my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
    while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
      $loc_sql =~ s/\?/$ph{shift(@param)}/e;
    }

    push @where, $loc_sql;

  }
   
  my($title, $name);
  if ( $cgi->param('istax') ) {
    $title = 'Tax credits';
    $name  = 'tax credits';
    if ( $cgi->param('taxname') ) {
      push @where, 'itemdesc = '. dbh->quote( $cgi->param('taxname') );
    #} elsif ( $cgi->param('taxnameNULL') {
    } else {
      push @where, "( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
    }
  } elsif ( $cgi->param('nottax') ) {
    $title = 'Credit applications to line items';
    $name  = 'applications';
    #what can we usefully do with "taxname" ????  look up a class???
  } else {
    $title = 'Credit applications to line items';
    $name  = 'applications';
    #warn "neither nottax nor istax parameters specified";
  }

  if ( $cgi->param('taxclassNULL')
       && ! $cgi->param('istax')  #no taxclass in this case
     )
  {

    my %hash = ( 'country' => scalar($cgi->param('country')) );
    foreach (qw( state county )) {
      $hash{$_} = scalar($cgi->param($_)) if $cgi->param($_);
    }
    my $cust_main_county = qsearchs('cust_main_county', \%hash);
    die "unknown base region for empty taxclass" unless $cust_main_county;

    my $same_sql = $cust_main_county->sql_taxclass_sameregion;
    push @where, $same_sql if $same_sql;

  }

} elsif ( scalar( grep( /locationtaxid/, $cgi->param ) ) ) {

  # this should really be shoved out to FS::cust_pkg->location_sql or something
  # along with the code in report_newtax.cgi

  my %pn = (
   'county'        => 'tax_rate_location.county',
   'state'         => 'tax_rate_location.state',
   'city'          => 'tax_rate_location.city',
   'locationtaxid' => 'cust_bill_pkg_tax_rate_location.locationtaxid',
  );

  my %ph = map { ( $pn{$_} => dbh->quote( $cgi->param($_) || '' ) ) }
           qw( city county state locationtaxid );

  push @where,
    join( ' AND ', map { "( $_ = $ph{$_} OR $ph{$_} = '' AND $_ IS NULL)" }
                   keys %ph
    );

}

if ( $cgi->param('itemdesc') ) {
  if ( $cgi->param('itemdesc') eq 'Tax' ) {
    push @where, "(itemdesc='Tax' OR itemdesc is null)";
  } else {
    push @where, 'itemdesc='. dbh->quote($cgi->param('itemdesc'));
  }
}

if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ && $cgi->param('istax') ) {
  my ( $group_op, $group_value ) = ( $1, $2 );
  if ( $group_op eq '=' ) {
    #push @where, 'itemdesc LIKE '. dbh->quote($group_value.'%');
    push @where, 'itemdesc = '. dbh->quote($group_value);
  } elsif ( $group_op eq '!=' ) {
    push @where, '( itemdesc != '. dbh->quote($group_value) .' OR itemdesc IS NULL )';
  } else {
    die "guru meditation #00de: group_op $group_op\n";
  }
  
}

push @where, 'cust_bill_pkg.pkgnum != 0' if $cgi->param('nottax');
push @where, 'cust_bill_pkg.pkgnum  = 0' if $cgi->param('istax');

if ( $cgi->param('cust_tax') ) {
  #false laziness -ish w/report_tax.cgi
  my $cust_exempt;
  if ( $cgi->param('taxname') ) {
    my $q_taxname = dbh->quote($cgi->param('taxname'));
    $cust_exempt =
      "( tax = 'Y'
         OR EXISTS ( SELECT 1 FROM cust_main_exemption
                       WHERE cust_main_exemption.custnum = cust_main.custnum
                         AND cust_main_exemption.taxname = $q_taxname )
       )
      ";
  } else {
    $cust_exempt = " tax = 'Y' ";
  }

  push @where, $cust_exempt;
}

my $count_query = "SELECT COUNT(DISTINCT creditbillpkgnum),
                          SUM(cust_credit_bill_pkg.amount)";

my $join_cust =
  '      JOIN cust_bill ON ( cust_bill_pkg.invnum = cust_bill.invnum )'.
  FS::UI::Web::join_cust_main('cust_bill', 'cust_pkg');


my $join_pkg;

my $join_cust_bill_pkg = 'LEFT JOIN cust_bill_pkg USING ( billpkgnum )';

if ( $cgi->param('nottax') ) {

  $join_pkg =  ' LEFT JOIN cust_pkg USING ( pkgnum )
                 LEFT JOIN part_pkg USING ( pkgpart )
                 LEFT JOIN part_pkg AS override
                   ON pkgpart_override = override.pkgpart ';
  $join_pkg .= ' LEFT JOIN cust_location USING ( locationnum ) '
    if $conf->exists('tax-pkg_address');

} elsif ( $cgi->param('istax') ) {

  #false laziness w/report_tax.cgi $taxfromwhere
  if ( scalar( grep( /locationtaxid/, $cgi->param ) ) ||
            $cgi->param('iscredit') eq 'rate') {

    $join_pkg .=
      ' LEFT JOIN cust_bill_pkg_tax_rate_location USING ( billpkgnum ';
    if ( $cgi->param('iscredit') eq 'rate' ) {
      $join_pkg .= ', billpkgtaxratelocationnum )';
    } elsif ( $conf->exists('tax-pkg_address') ) {
      $join_pkg .= ', billpkgtaxlocationnum )';
      push @where, "billpkgtaxratelocationnum IS NULL";
    } else {
      $join_pkg .= ' )';
      push @where, "billpkgtaxratelocationnum IS NULL";
    }

    $join_pkg .= ' LEFT JOIN tax_rate_location USING ( taxratelocationnum ) ';

  } elsif ( $conf->exists('tax-pkg_address') ) {

    $join_pkg .= ' LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
                   LEFT JOIN cust_location              USING ( locationnum ) ';

    #quelle kludge, somewhat false laziness w/report_tax.cgi
    s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g for @where;
  }

} else {

  #warn "neither nottax nor istax parameters specified";
  #same as before?
  $join_pkg =  ' LEFT JOIN cust_pkg USING ( pkgnum )
                 LEFT JOIN part_pkg USING ( pkgpart ) ';

}

my $where = ' WHERE '. join(' AND ', @where);

my $join_credit = ' LEFT JOIN cust_credit_bill USING ( creditbillnum )
                    LEFT JOIN cust_credit      USING ( crednum ) ';

$count_query .= " FROM cust_credit_bill_pkg
                         $join_cust_bill_pkg
                         $join_pkg
                         $join_credit
                         $join_cust
                       $where";

my @select = ( 'cust_credit_bill_pkg.*',
               'cust_bill_pkg.*',
               'cust_credit.otaker',
               'cust_credit._date AS cust_credit_date',
               'cust_bill._date',
             );
push @select, 'part_pkg.pkg' unless $cgi->param('istax');
push @select, 'cust_main.custnum',
              FS::UI::Web::cust_sql_fields();

my @post_desc_header = ();
my @post_desc = ();
my @post_desc_null = ();
my $post_desc_align = '';
if ( $conf->exists('enable_taxclasses') && ! $cgi->param('istax') ) {
  push @post_desc_header, 'Tax class';
  push @post_desc, 'taxclass';
  push @post_desc_null, '';
  $post_desc_align .= 'l';
  push @select, 'part_pkg.taxclass'; # or should this use override?
}

my $query = {
  'table'     => 'cust_credit_bill_pkg',
  'addl_from' => "$join_cust_bill_pkg
                  $join_pkg
                  $join_credit
                  $join_cust",
  'hashref'   => {},
  'select'    => join(', ', @select ),
  'extra_sql' => $where,
  'order_by'  => 'ORDER BY creditbillpkgnum', #cust_bill. or cust_credit._date?
};

my $ilink = [ "${p}view/cust_bill.cgi?", 'invnum' ];
my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ];

my $conf = new FS::Conf;
my $money_char = $conf->config('money_char') || '$';

my $tax_pkg_address = $conf->exists('tax-pkg_address');
my $tax_ship_address = $conf->exists('tax-ship_address');

my $location_sub = sub {
  #my $cust_credit_bill_pkg = shift;
  my $self = shift;
  my $tax_Xlocation = $self->cust_bill_pkg_tax_Xlocation;
  if ( defined($tax_Xlocation) && $tax_Xlocation ) {

    if ( ref($tax_Xlocation) eq 'FS::cust_bill_pkg_tax_location' ) {

      if ( $tax_Xlocation->taxtype eq 'FS::cust_main_county' ) {
        my $cust_main_county = $tax_Xlocation->cust_main_county;
        if ( $cust_main_county ) {
          $cust_main_county->label;
        } else {
          ''; #cust_main_county record is gone... history?  yuck.
        }
      } else {
        '(CCH tax_rate)'; #XXX FS::tax_rate.. vendor taxes not yet handled here
      }

    } elsif ( ref($tax_Xlocation) eq 'FS::cust_bill_pkg_tax_rate_location' ) {
      '(CCH)'; #XXX vendor taxes not yet handled here
    } else {
      'unknown tax_Xlocation '. ref($tax_Xlocation);
    }

  } else {

    my $cust_bill_pkg = $self->cust_bill_pkg;
    if ( $cust_bill_pkg->pkgnum > 0 ) {
      my $cust_pkg = $cust_bill_pkg->cust_pkg;
      if ( $tax_pkg_address && (my $cust_location = $cust_pkg->cust_location) ){
        $cust_location->county_state_country;
      } else {
        my $cust_main = $cust_pkg->cust_main;
        if ( $tax_ship_address && $cust_main->has_ship_address ) {
          $cust_main->county_state_country('ship_');
        } else {
          $cust_main->county_state_country;
        }
      }

    } else {
      #tax?  we shouldn't have wound up here then...
      ''; #return customer ship or bill address? (depending on tax-ship_address)
    }

  }

};

</%init>