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path: root/httemplate/search/sales_commission_pkg.html
blob: 9fbe22eca0e13af753c7c57ed91f5c2e0d807098 (plain)
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%# still not a good way to do rows grouped by some field in a search.html 
%# report
%# (there is now, but we're not yet sponsored to switch this over to it)
% if ( $type eq 'xls' ) {
<% $data %>\
% } else {
%   if ( $type eq 'html-print' ) {
<& /elements/header-popup.html, $title &>
%   } else {
<& /elements/header.html, $title &>
<P ALIGN="right" CLASS="noprint">
Download full results<BR>
as <A HREF="<% $cgi->self_url %>;_type=xls">Excel spreadsheet</A></P>
%   }
<BR>
<STYLE TYPE="text/css">
td.cust_head {
  border-left: none;
  border-right: none;
  padding-top: 0.5em;
  font-weight: bold;
  background-color: #ffffff;
}
td.money { text-align: right; }
td.money:before { content: '<% $money_char %>'; }
.row0 { background-color: #eeeeee; }
.row1 { background-color: #ffffff; }
</STYLE>
<& /elements/table-grid.html &>
<THEAD>
  <TR STYLE="background-color: #cccccc">
    <TH CLASS="grid">Package</TH>
    <TH CLASS="grid">Sales</TH>
    <TH CLASS="grid">Percentage</TH>
    <TH CLASS="grid">Commission</TH>
  </TR>
</THEAD>
% my ($custnum, $sales, $commission, $row, $bgcolor) = (0, 0, 0, 0);
% foreach my $cust_pkg ( @cust_pkg ) {
%   if ( $custnum ne $cust_pkg->custnum ) {
%     # start of a new customer section
%     my $cust_main = $cust_pkg->cust_main;
%     $bgcolor = 0;
  <TR>
    <TD COLSPAN=4 CLASS="cust_head">
      <A HREF="<%$p%>view/cust_main.cgi?<%$cust_main->custnum%>"><% $cust_main->display_custnum %>: <% $cust_main->name |h %></A>
    </TD>
  </TR>
%   }
  <TR CLASS="row<% $bgcolor %>">
    <TD CLASS="grid"><% $cust_pkg->pkg_label %></TD>
    <TD CLASS="money"><% sprintf('%.2f', $cust_pkg->sum_charged) %></TD>
    <TD ALIGN="right"><% $cust_pkg->percent %>%</TD>
    <TD CLASS="money"><% sprintf('%.2f',
                      $cust_pkg->sum_charged * $cust_pkg->percent / 100) %></TD>
  </TR>
%   $sales += $cust_pkg->sum_charged;
%   $commission += $cust_pkg->sum_charged * $cust_pkg->percent / 100;
%   $row++;
%   $bgcolor = 1-$bgcolor;
%   $custnum = $cust_pkg->custnum;
% }
  <TR STYLE="background-color: #f5f6be">
    <TD CLASS="grid">
      <% emt('[quant,_1,package] with commission', $row) %>
    </TD>
    <TD CLASS="money"><% sprintf('%.2f', $sales) %></TD>
    <TD></TD>
    <TD CLASS="money"><% sprintf('%.2f', $commission) %></TD>
  </TR>
</TABLE>
<& /elements/footer.html &>
% }
<%init>

#pretty bad false laziness w/agent_commission.html, lots of s/agent/sales/ :/
# everything above is completely untouched

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

my ($begin, $end) = FS::UI::Web::parse_beginning_ending($cgi);

$cgi->param('salesnum') =~ /^(\d+)$/ or die "No sales person selected"; #better error handling of this case (or, better javascript that doesn't let you submit)
my $salesnum = $1;
my $sales = FS::sales->by_key($salesnum);

my $title = $sales->salesperson . ' commissions';

my $sum_charged =
  '(SELECT SUM(setup + recur) FROM cust_bill_pkg JOIN cust_bill USING (invnum)'.
    'WHERE cust_bill_pkg.pkgnum = cust_pkg.pkgnum AND '.
    "cust_bill._date >= $begin AND cust_bill._date < $end)";

my @select = (
  'cust_pkg.*',
  'sales_pkg_class.commission_percent AS percent',
  "$sum_charged AS sum_charged",
);

my $query = {
  'table'       => 'cust_pkg',
  'select'      => join(',', @select),
  'addl_from'   => '
     JOIN cust_main  USING (custnum)
     JOIN part_pkg   USING (pkgpart)
     JOIN sales_pkg_class ON (
       COALESCE(cust_pkg.salesnum,cust_main.salesnum) = sales_pkg_class.salesnum
       AND
       ( sales_pkg_class.classnum = part_pkg.classnum
         OR (sales_pkg_class IS NULL AND part_pkg.classnum IS NULL)
       )
     )
  ',
  'extra_sql'   => "
    WHERE COALESCE(cust_pkg.salesnum,cust_main.salesnum) = $salesnum
      AND sales_pkg_class.commission_percent > 0
      AND $sum_charged > 0
  ",
  'order_by'    => 'ORDER BY cust_pkg.custnum ASC',
};

my @cust_pkg = qsearch($query);

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

my $data = '';
my $type = $cgi->param('_type');
if ( $type eq 'xls') {
  # some false laziness with the above...
  my $format = $FS::CurrentUser::CurrentUser->spreadsheet_format;
  my $filename = 'sales_commission_pkg' . $format->{extension}; 
  http_header('Content-Type' => $format->{mime_type});
  http_header('Content-Disposition' => qq!attachment;filename="$filename"!);
  my $XLS = IO::Scalar->new(\$data);
  my $workbook = $format->{class}->new($XLS);
  my $worksheet = $workbook->add_worksheet(substr($title, 0, 31));

  my $cust_head_format = $workbook->add_format(
    bold      => 1,
    underline => 1,
    text_wrap => 0,
    bg_color  => 'white',
  );

  my $col_head_format = $workbook->add_format(
    bold      => 1,
    align     => 'center',
    bg_color  => 'silver'
  );

  my @format;
  foreach (0, 1) {
    my %bg = (bg_color => $_ ? 'white' : 'silver');
    $format[$_] = {
      'text'    => $workbook->add_format(%bg),
      'money'   => $workbook->add_format(%bg, num_format => $money_char.'#0.00'),
      'percent' => $workbook->add_format(%bg, num_format => '0.00%'),
    };
  }
  my $total_format = $workbook->add_format(
    bg_color    => 'yellow',
    num_format  => $money_char.'#0.00',
    top         => 1
  );

  my ($r, $c) = (0, 0);
  foreach (qw(Package Sales Percentage Commission)) {
    $worksheet->write($r, $c++, $_, $col_head_format);
  }
  $r++;

  my ($custnum, $sales, $commission, $row, $bgcolor) = (0, 0, 0, 0);
  my $label_length = 0;
  foreach my $cust_pkg ( @cust_pkg ) {
    if ( $custnum ne $cust_pkg->custnum ) {
      # start of a new customer section
      my $cust_main = $cust_pkg->cust_main;
      my $label = $cust_main->custnum . ': '. $cust_main->name;
      $bgcolor = 0;
      $worksheet->set_row($r, 20);
      $worksheet->merge_range($r, 0, $r, 3, $label, $cust_head_format);
      $r++;
    }
    $c = 0;
    my $percent = $cust_pkg->percent / 100;
    $worksheet->write($r, $c++, $cust_pkg->pkg_label, $format[$bgcolor]{text});
    $worksheet->write($r, $c++, $cust_pkg->sum_charged, $format[$bgcolor]{money});
    $worksheet->write($r, $c++, $percent, $format[$bgcolor]{percent});
    $worksheet->write($r, $c++, ($cust_pkg->sum_charged * $percent),
                                $format[$bgcolor]{money});

    $label_length = max($label_length, length($cust_pkg->pkg_label));
    $sales += $cust_pkg->sum_charged;
    $commission += $cust_pkg->sum_charged * $cust_pkg->percent / 100;
    $row++;
    $bgcolor = 1-$bgcolor;
    $custnum = $cust_pkg->custnum;
    $r++;
  }

  $c = 0;
  $label_length = max($label_length, 20);
  $worksheet->set_column($c, $c, $label_length);
  $worksheet->write($r, $c++, mt('[quant,_1,package] with commission', $row),
                                  $total_format);
  $worksheet->set_column($c, $c + 2, 11);
  $worksheet->write($r, $c++, $sales, $total_format);
  $worksheet->write($r, $c++, '', $total_format);
  $worksheet->write($r, $c++, $commission, $total_format);

  $workbook->close;
}
</%init>