1 <% include( 'elements/search.html',
2 'title' => 'Line items',
3 'name' => 'line items',
5 'count_query' => $count_query,
6 'count_addl' => [ $money_char. '%.2f total',
7 $unearned ? ( $money_char. '%.2f unearned revenue' ) : (),
13 ? ( 'Unearned', 'Owed', 'Payment date' )
16 ( $use_usage eq 'usage'
21 ? ( 'Charge start', 'Charge end' )
26 FS::UI::Web::cust_header(),
30 sub { $_[0]->pkgnum > 0
31 ? $_[0]->get('pkg') # possibly use override.pkg
32 : $_[0]->get('itemdesc') # but i think this correct
34 #strikethrough or "N/A ($amount)" or something these when
35 # they're not applicable to pkg_tax search
36 sub { my $cust_bill_pkg = shift;
39 $cust_bill_pkg->edate - $cust_bill_pkg->sdate;
40 my $elapsed = $unearned - $cust_bill_pkg->sdate;
41 $elapsed = 0 if $elapsed < 0;
43 my $remaining = 1 - $elapsed/$period;
45 sprintf($money_char. '%.2f',
46 $remaining * $cust_bill_pkg->recur );
49 sprintf($money_char.'%.2f', $cust_bill_pkg->setup );
53 ? ( $owed_sub, $payment_date_sub, )
56 sub { my $row = shift;
58 if ( $use_usage eq 'recurring' ) {
59 $value = $row->recur - $row->usage;
60 } elsif ( $use_usage eq 'usage' ) {
65 sprintf($money_char.'%.2f', $value );
68 ? ( sub { time2str('%b %d %Y', shift->sdate ) },
69 sub { time2str('%b %d %Y', shift->edate ) },
74 sub { time2str('%b %d %Y', shift->_date ) },
75 \&FS::UI::Web::cust_fields,
81 ( $unearned ? ( '', '' ) : () ),
83 ( $unearned ? ( '', '' ) : () ),
86 ( map { $_ ne 'Cust. Status' ? $clink : '' }
87 FS::UI::Web::cust_header()
90 #'align' => 'rlrrrc'.FS::UI::Web::cust_aligns(),
92 ( $unearned ? 'rc' : '' ).
94 ( $unearned ? 'cc' : '' ).
96 FS::UI::Web::cust_aligns(),
101 ( $unearned ? ( '', '' ) : () ),
103 ( $unearned ? ( '', '' ) : () ),
106 FS::UI::Web::cust_colors(),
112 ( $unearned ? ( '', '' ) : () ),
114 ( $unearned ? ( '', '' ) : () ),
117 FS::UI::Web::cust_styles(),
124 unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
126 my $conf = new FS::Conf;
130 #here is the agent virtualization
132 $FS::CurrentUser::CurrentUser->agentnums_sql( 'table' => 'cust_main' );
134 my @where = ( $agentnums_sql );
136 my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
137 push @where, "_date >= $beginning",
140 push @where , " payby != 'COMP' "
141 unless $cgi->param('include_comp_cust');
143 if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
144 push @where, "cust_main.agentnum = $1";
148 # not specified: all classes
151 my $use_override = $cgi->param('use_override');
152 if ( $cgi->param('classnum') =~ /^(\d+)$/ ) {
155 $comparison = "IS NULL";
157 $comparison = "= $1";
160 if ( $use_override ) {
162 part_pkg.classnum $comparison AND pkgpart_override IS NULL OR
163 override.classnum $comparison AND pkgpart_override IS NOT NULL
166 push @where, "part_pkg.classnum $comparison";
170 if ( $cgi->param('taxclass')
171 && ! $cgi->param('istax') #no part_pkg.taxclass in this case
172 #(should we save a taxclass or a link to taxnum
173 # in cust_bill_pkg or something like
174 # cust_bill_pkg_tax_location?)
178 #override taxclass when use_override is specified? probably
179 #if ( $use_override ) {
182 # ' ( '. join(' OR ',
184 # ' ( part_pkg.taxclass = '. dbh->quote($_).
185 # ' AND pkgpart_override IS NULL '.
187 # ' override.taxclass = '. dbh->quote($_).
188 # ' AND pkgpart_override IS NOT NULL '.
191 # $cgi->param('taxclass')
199 map ' part_pkg.taxclass = '.dbh->quote($_),
200 $cgi->param('taxclass')
208 if ( $cgi->param('out') ) {
210 my ( $loc_sql, @param ) = FS::cust_pkg->location_sql( 'ornull' => 1 );
211 while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
212 $loc_sql =~ s/\?/'cust_main_county.'.shift(@param)/e;
215 $loc_sql =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g
216 if $cgi->param('istax');
220 SELECT COUNT(*) FROM cust_main_county
221 WHERE cust_main_county.tax > 0
226 #not linked to by anything, but useful for debugging "out of taxable region"
227 if ( grep $cgi->param($_), qw( county state country ) ) {
229 my %ph = map { $_ => dbh->quote( $cgi->param($_) ) }
230 qw( county state country );
232 my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
233 while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
234 $loc_sql =~ s/\?/$ph{shift(@param)}/e;
237 push @where, $loc_sql;
241 } elsif ( $cgi->param('country') ) {
243 my @counties = $cgi->param('county');
245 if ( scalar(@counties) > 1 ) {
247 #hacky, could be more efficient. care if it is ever used for more than the
248 # tax-report_groups filtering kludge
251 ' ( '. join(' OR ', map {
253 my %ph = ( 'county' => dbh->quote($_),
254 map { $_ => dbh->quote( $cgi->param($_) ) }
258 my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
259 while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
260 $loc_sql =~ s/\?/$ph{shift(@param)}/e;
269 push @where, $locs_sql;
273 my %ph = map { $_ => dbh->quote( $cgi->param($_) ) }
274 qw( county state country );
276 my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
277 while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
278 $loc_sql =~ s/\?/$ph{shift(@param)}/e;
281 push @where, $loc_sql;
285 if ( $cgi->param('istax') ) {
286 if ( $cgi->param('taxname') ) {
287 push @where, 'itemdesc = '. dbh->quote( $cgi->param('taxname') );
288 #} elsif ( $cgi->param('taxnameNULL') {
290 push @where, "( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
292 } elsif ( $cgi->param('nottax') ) {
293 #what can we usefully do with "taxname" ???? look up a class???
295 #warn "neither nottax nor istax parameters specified";
298 if ( $cgi->param('taxclassNULL') ) {
300 my %hash = ( 'country' => scalar($cgi->param('country')) );
301 foreach (qw( state county )) {
302 $hash{$_} = scalar($cgi->param($_)) if $cgi->param($_);
304 my $cust_main_county = qsearchs('cust_main_county', \%hash);
305 die "unknown base region for empty taxclass" unless $cust_main_county;
307 my $same_sql = $cust_main_county->sql_taxclass_sameregion;
308 push @where, $same_sql if $same_sql;
312 } elsif ( scalar( grep( /locationtaxid/, $cgi->param ) ) ) {
314 # this should really be shoved out to FS::cust_pkg->location_sql or something
315 # along with the code in report_newtax.cgi
318 'county' => 'tax_rate_location.county',
319 'state' => 'tax_rate_location.state',
320 'city' => 'tax_rate_location.city',
321 'locationtaxid' => 'cust_bill_pkg_tax_rate_location.locationtaxid',
324 my %ph = map { ( $pn{$_} => dbh->quote( $cgi->param($_) || '' ) ) }
325 qw( county state city locationtaxid );
328 join( ' AND ', map { "( $_ = $ph{$_} OR $ph{$_} = '' AND $_ IS NULL)" }
332 } elsif ( $cgi->param('unearned_now') =~ /^(\d+)$/ ) {
336 push @where, "cust_bill_pkg.sdate < $unearned",
337 "cust_bill_pkg.edate > $unearned",
338 "cust_bill_pkg.recur != 0",
339 "part_pkg.freq != '0'",
340 "part_pkg.freq != '1'",
341 "part_pkg.freq NOT LIKE '%h'",
342 "part_pkg.freq NOT LIKE '%d'",
343 "part_pkg.freq NOT LIKE '%w'";
347 if ( $cgi->param('itemdesc') ) {
348 if ( $cgi->param('itemdesc') eq 'Tax' ) {
349 push @where, "(itemdesc='Tax' OR itemdesc is null)";
351 push @where, 'itemdesc='. dbh->quote($cgi->param('itemdesc'));
355 if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ && $cgi->param('istax') ) {
356 my ( $group_op, $group_value ) = ( $1, $2 );
357 if ( $group_op eq '=' ) {
358 #push @where, 'itemdesc LIKE '. dbh->quote($group_value.'%');
359 push @where, 'itemdesc = '. dbh->quote($group_value);
360 } elsif ( $group_op eq '!=' ) {
361 push @where, '( itemdesc != '. dbh->quote($group_value) .' OR itemdesc IS NULL )';
363 die "guru meditation #00de: group_op $group_op\n";
368 push @where, 'cust_bill_pkg.pkgnum != 0' if $cgi->param('nottax');
369 push @where, 'cust_bill_pkg.pkgnum = 0' if $cgi->param('istax');
371 if ( $cgi->param('cust_tax') ) {
372 #false laziness -ish w/report_tax.cgi
374 if ( $cgi->param('taxname') ) {
375 my $q_taxname = dbh->quote($cgi->param('taxname'));
378 OR EXISTS ( SELECT 1 FROM cust_main_exemption
379 WHERE cust_main_exemption.custnum = cust_main.custnum
380 AND cust_main_exemption.taxname = $q_taxname )
384 $cust_exempt = " tax = 'Y' ";
387 push @where, $cust_exempt;
390 my $use_usage = $cgi->param('use_usage');
393 if ( $cgi->param('pkg_tax') ) {
398 ( CASE WHEN part_pkg.setuptax = 'Y'
399 THEN cust_bill_pkg.setup
404 ( CASE WHEN part_pkg.recurtax = 'Y'
405 THEN cust_bill_pkg.recur
412 push @where, "( ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
413 OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 ) )",
414 "( tax != 'Y' OR tax IS NULL )";
416 } elsif ( $cgi->param('taxable') ) {
418 my $setup_taxable = "(
419 CASE WHEN part_pkg.setuptax = 'Y'
421 ELSE cust_bill_pkg.setup
425 my $recur_taxable = "(
426 CASE WHEN part_pkg.recurtax = 'Y'
428 ELSE cust_bill_pkg.recur
433 SELECT COALESCE( SUM(amount), 0 ) FROM cust_tax_exempt_pkg
434 WHERE cust_tax_exempt_pkg.billpkgnum = cust_bill_pkg.billpkgnum
438 "SELECT COUNT(*), SUM( $setup_taxable + $recur_taxable - $exempt )";
441 #not tax-exempt package (setup or recur)
443 ( ( part_pkg.setuptax != 'Y' OR part_pkg.setuptax IS NULL )
444 AND cust_bill_pkg.setup > 0 )
446 ( ( part_pkg.recurtax != 'Y' OR part_pkg.recurtax IS NULL )
447 AND cust_bill_pkg.recur > 0 )
449 #not a tax_exempt customer
450 "( tax != 'Y' OR tax IS NULL )";
451 #not covered in full by a monthly tax exemption (texas tax)
452 "0 < ( $setup_taxable + $recur_taxable - $exempt )",
456 $count_query = "SELECT COUNT(*), ";
458 if ( $use_usage eq 'recurring' ) {
459 $count_query .= "SUM(setup + recur - usage)";
460 } elsif ( $use_usage eq 'usage' ) {
461 $count_query .= "SUM(usage)";
462 } elsif ( $unearned ) {
463 $count_query .= "SUM(cust_bill_pkg.recur)";
465 $count_query .= "SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)";
470 #false laziness w/report_prepaid_income.cgi
472 my $float = 'REAL'; #'DOUBLE PRECISION';
474 my $period = "CAST(cust_bill_pkg.edate - cust_bill_pkg.sdate AS $float)";
475 my $elapsed = "(CASE WHEN cust_bill_pkg.sdate > $unearned
477 ELSE ($unearned - cust_bill_pkg.sdate)
479 #my $elapsed = "CAST($unearned - cust_bill_pkg.sdate AS $float)";
481 my $remaining = "(1 - $elapsed/$period)";
483 $count_query .= ", SUM($remaining * cust_bill_pkg.recur)";
489 my $where = ' WHERE '. join(' AND ', @where);
491 my $join_cust = ' JOIN cust_bill USING ( invnum )
492 LEFT JOIN cust_main USING ( custnum ) ';
496 if ( $cgi->param('nottax') ) {
498 $join_pkg = ' LEFT JOIN cust_pkg USING ( pkgnum )
499 LEFT JOIN part_pkg USING ( pkgpart )
500 LEFT JOIN part_pkg AS override
501 ON pkgpart_override = override.pkgpart ';
502 $join_pkg .= ' LEFT JOIN cust_location USING ( locationnum ) '
503 if $conf->exists('tax-pkg_address');
505 } elsif ( $cgi->param('istax') ) {
507 #false laziness w/report_tax.cgi $taxfromwhere
508 if ( $conf->exists('tax-pkg_address') ) {
509 $join_pkg .= ' LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
510 LEFT JOIN cust_location USING ( locationnum ) ';
512 #quelle kludge, false laziness w/report_tax.cgi
513 $where =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g;
514 } elsif ( scalar( grep( /locationtaxid/, $cgi->param ) ) ) {
516 ' LEFT JOIN cust_bill_pkg_tax_rate_location USING ( billpkgnum ) '.
517 ' LEFT JOIN tax_rate_location USING ( taxratelocationnum ) ';
523 warn "neiether nottax nor istax parameters specified";
525 $join_pkg = ' LEFT JOIN cust_pkg USING ( pkgnum )
526 LEFT JOIN part_pkg USING ( pkgpart ) ';
532 " FROM (SELECT cust_bill_pkg.setup, cust_bill_pkg.recur,
533 ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_bill_pkg_detail
534 WHERE cust_bill_pkg.billpkgnum = cust_bill_pkg_detail.billpkgnum
535 ) AS usage FROM cust_bill_pkg $join_cust $join_pkg $where
538 $count_query .= " FROM cust_bill_pkg $join_cust $join_pkg $where";
541 my @select = ( 'cust_bill_pkg.*',
542 'cust_bill._date', );
544 push @select, 'part_pkg.pkg',
546 unless $cgi->param('istax');
548 push @select, 'cust_main.custnum',
549 FS::UI::Web::cust_sql_fields();
552 'table' => 'cust_bill_pkg',
553 'addl_from' => "$join_cust $join_pkg",
555 'select' => join(', ', @select ),
556 'extra_sql' => $where,
557 'order_by' => 'ORDER BY _date, billpkgnum',
560 my $ilink = [ "${p}view/cust_bill.cgi?", 'invnum' ];
561 my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ];
563 my $conf = new FS::Conf;
564 my $money_char = $conf->config('money_char') || '$';
567 $money_char. shift->owed_recur; #_recur :/
570 my $payment_date_sub = sub {
571 #my $cust_bill_pkg = shift;
572 my @cust_pay = sort { $a->_date <=> $b->_date }
573 map $_->cust_bill_pay->cust_pay,
574 shift->cust_bill_pay_pkg('recur') #recur :/
576 time2str('%b %d %Y', $cust_pay[-1]->_date );