1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
|
<& elements/grid-report.html,
title => $title,
rows => \@rows,
cells => \@cells,
&>
<%init>
die "access denied"
unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
my ($agentnum,$sel_agent);
if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$agentnum = $1;
$sel_agent = qsearchs('agent', { 'agentnum' => $agentnum } );
die "agentnum $agentnum not found!" unless $sel_agent;
}
my $title = $sel_agent ? $sel_agent->agent.' ' : '';
my ($refnum,$sel_part_referral);
if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
$refnum = $1;
$sel_part_referral = qsearchs('part_referral', { 'refnum' => $refnum } );
die "refnum $refnum not found!" unless $sel_part_referral;
}
$title .= $sel_part_referral->referral.' '
if $sel_part_referral;
$title .= 'Customer Accounting Summary Report';
my @items = ('netsales', 'cashflow');
my @params = ( [], [] );
my $grossdiscount = $cgi->param('grossdiscount');
my $setuprecur = $cgi->param('setuprecur');
if ($setuprecur && $grossdiscount) {
#see blocks below for more details on each option
@items = ('gross', 'discounted', 'receipts', 'gross', 'discounted', 'receipts');
@params = (
[ setuprecur => 'setup' ],
[ setuprecur => 'setup' ],
[ setuprecur => 'setup' ],
[ setuprecur => 'recur' ],
[ setuprecur => 'recur' ],
[ setuprecur => 'recur' ],
);
} elsif ($setuprecur) {
# instead of 'cashflow' (payments - refunds), use 'receipts'
# (applied payments), because it's divisible into setup and recur.
@items = ('netsales', 'receipts', 'netsales', 'receipts');
@params = (
[ setuprecur => 'setup' ],
[ setuprecur => 'setup' ],
[ setuprecur => 'recur' ],
[ setuprecur => 'recur' ],
);
} elsif ($grossdiscount) {
# instead of 'netsales' (invoiced - netcredits)
# use 'gross' (invoiced + discounted) and 'discounted' (sum of discounts on invoices)
@items = ('gross', 'discounted', 'cashflow');
@params = ( [], [], [] );
}
my @labels = ();
my @cross_params = ();
my $status = $cgi->param('status');
die "invalid status" unless $status =~ /^\w+|$/;
my %search_hash;
foreach (qw(agentnum refnum status)) {
if ( defined $cgi->param($_) ) {
$search_hash{$_} = $cgi->param($_);
}
}
$search_hash{'classnum'} = [ $cgi->param('cust_classnum') ]
if grep { $_ eq 'cust_classnum' } $cgi->param;
my $query = FS::cust_main::Search->search(\%search_hash);
my @cust_main = qsearch($query);
foreach my $cust_main (@cust_main) {
push @cross_params, [ ('custnum' => $cust_main->custnum) ];
}
my %opt = (
items => \@items,
params => \@params,
cross_params => \@cross_params,
agentnum => $agentnum,
refnum => $refnum,
);
for ( qw(start_month start_year end_month end_year) ) {
if ( $cgi->param($_) =~ /^(\d+)$/ ) {
$opt{$_} = $1;
}
}
warn Dumper(OPTIONS => \%opt) if $cgi->param('debug');
my $report = FS::Report::Table::Monthly->new(%opt);
my $data = $report->data;
warn Dumper(DATA => $data) if $cgi->param('debug') >= 2;
my @total;
my @rows; # hashes of row info
my @cells; # arrayrefs of cell info
# We use Excel currency format, but not Excel dates, because
# these are whole months and there's no nice way to express that.
# This is the historical behavior for monthly reports.
# header row
$rows[0] = {};
$cells[0] = [
{ header => 1, rowspan => 2, colspan => ($setuprecur ? 4 : 3) },
map {
{ header => 1, colspan => ($grossdiscount ? 3 : 2), value => time2str('%b %Y', $_) },
} @{ $data->{speriod} }
];
my $ncols = scalar(@{ $data->{speriod} });
$rows[1] = {};
$cells[1] = [
map {
( ($grossdiscount
? (
{ header => 1, value => mt('Gross') },
{ header => 1, value => mt('Discount') }
)
: { header => 1, value => mt('Billed') }
),
{ header => 1, value => mt('Paid') },
) } (1..$ncols)
];
# use PDL; # ha ha, I just might.
my $row = 0;
foreach my $cust_main (@cust_main) { # correspond to cross_params
my $skip = 1; # skip the customer iff ALL of their values are zero
for my $subrow (0..($setuprecur ? 1 : 0)) { # the setup/recur axis
push @rows, { class => $subrow ? 'shaded' : '' };
my @thisrow;
if ( $subrow == 0 ) {
# customer name
push @thisrow,
{ value => $cust_main->name,
header => 1,
rowspan => ($setuprecur ? 2 : 1),
},
{ value => $cust_main->state, #cust_main->bill_location->state,
header => 1,
rowspan => ($setuprecur ? 2 : 1),
},
{ value => $cust_main->salesnum ? $cust_main->sales->salesperson : '',
header => 1,
rowspan => ($setuprecur ? 2 : 1),
},
;
}
if ( $setuprecur ) {
# subheading
push @thisrow,
{ value => $subrow ? mt('recurring') : mt('setup'),
header => 1 };
}
for my $col (0..$ncols-1) { # the month
for my $subcol (0..($grossdiscount ? 2 : 1)) { # the billed/paid or gross/discount/paid axis
my $item = $subrow * ($grossdiscount ? 3 : 2) + $subcol;
my $value = $data->{data}[$item][$col][$row];
$skip = 0 if abs($value) > 0.005;
push @thisrow, { value => sprintf('%0.2f', $value), format => 'money' };
$total[( ($ncols * $subrow) + $col ) * ($grossdiscount ? 3 : 2) + $subcol] += $value;
} #subcol
} #col
push @cells, \@thisrow;
} #subrow
if ( $skip ) {
# all values are zero--remove the rows we just added
pop @rows;
pop @cells;
if ( $setuprecur ) {
pop @rows;
pop @cells;
}
}
$row++;
}
for my $subrow (0..($setuprecur ? 1 : 0)) {
push @rows, { class => ($subrow ? 'totalshaded' : 'total') };
my @thisrow;
if ( $subrow == 0 ) {
push @thisrow,
{ value => mt('Total'),
header => 1,
colspan => 3,
rowspan => ($setuprecur ? 2 : 1), };
}
if ( $setuprecur ) {
push @thisrow,
{ value => $subrow ? mt('recurring') : mt('setup'),
header => 1 };
}
for my $col (0..($ncols * ($grossdiscount ? 3 : 2))-1) { # month and billed/paid or gross/discount/paid axis
my $value = $total[($subrow * $ncols * ($grossdiscount ? 3 : 2)) + $col];
push @thisrow, { value => sprintf('%0.2f', $value), format => 'money' };
}
push @cells, \@thisrow;
} #subrow
if ( $cgi->param('debug') >= 3 ) {
warn Dumper(\@rows, \@cells);
}
my $title = 'Customer Accounting Summary';
</%init>
|
