1 <% include("/elements/header.html", "$agentname Sales Tax Report - ".
3 ? time2str('%h %o %Y ', $beginning )
7 ( $ending == 4294967295
9 : time2str('%h %o %Y', $ending )
14 <% include('/elements/table-grid.html') %>
17 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
18 <TH CLASS="grid" BGCOLOR="#cccccc" COLSPAN=9>Sales</TH>
19 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
20 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Rate</TH>
21 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
22 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax owed</TH>
23 % unless ( $cgi->param('show_taxclasses') ) {
25 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax invoiced</TH>
30 <TH CLASS="grid" BGCOLOR="#cccccc">Total</TH>
31 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
32 <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt customer)</FONT></TH>
33 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
34 <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt package)</FONT></TH>
35 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
36 <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(monthly exemption)</FONT></TH>
37 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
38 <TH CLASS="grid" BGCOLOR="#cccccc">Taxable</TH>
40 % my $bgcolor1 = '#eeeeee';
41 % my $bgcolor2 = '#ffffff';
44 % foreach my $region ( @regions ) {
46 % if ( $bgcolor eq $bgcolor1 ) {
47 % $bgcolor = $bgcolor2;
49 % $bgcolor = $bgcolor1;
53 % if ( $region->{'label'} ne 'Total' ) {
54 % if ( $region->{'label'} eq $out ) {
57 % $link = ';'. $region->{'url_param'};
68 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"><% $region->{'label'} %></TD>
69 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
70 <A HREF="<% $baselink. $link %>;nottax=1"><% $money_char %><% sprintf('%.2f', $region->{'total'} ) %></A>
72 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD>
73 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
74 <A HREF="<% $baselink. $link %>;nottax=1;cust_tax=Y"><% $money_char %><% sprintf('%.2f', $region->{'exempt_cust'} ) %></A>
76 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD>
77 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
78 <A HREF="<% $baselink. $link %>;nottax=1;pkg_tax=Y"><% $money_char %><% sprintf('%.2f', $region->{'exempt_pkg'} ) %></A>
80 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD>
81 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
82 <A HREF="<% $exemptlink. $link %>"><% $money_char %><% sprintf('%.2f', $region->{'exempt_monthly'} ) %></A>
84 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"><FONT SIZE="+1"><B> = </B></FONT></TD>
85 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
86 <% $money_char %><% sprintf('%.2f', $region->{'taxable'} ) %></A>
88 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"><% $region->{'label'} eq 'Total' ? '' : '<FONT FACE="sans-serif" SIZE="+1"><B> X </B></FONT>' %></TD>
89 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right"><% $region->{'rate'} %></TD>
90 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"><% $region->{'label'} eq 'Total' ? '' : '<FONT FACE="sans-serif" SIZE="+1"><B> = </B></FONT>' %></TD>
91 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
92 <% $money_char %><% sprintf('%.2f', $region->{'owed'} ) %>
94 % unless ( $cgi->param('show_taxclasses') ) {
96 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
97 <A HREF="<% $baselink. $link %>;istax=1"><% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %></A>
106 % if ( $cgi->param('show_taxclasses') ) {
110 <% include('/elements/table-grid.html') %>
112 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
113 <TH CLASS="grid" BGCOLOR="#cccccc">Tax invoiced</TH>
115 % #some false laziness w/above
116 % $bgcolor1 = '#eeeeee';
117 % $bgcolor2 = '#ffffff';
118 % foreach my $region ( @base_regions ) {
120 % if ( $bgcolor eq $bgcolor1 ) {
121 % $bgcolor = $bgcolor2;
123 % $bgcolor = $bgcolor1;
127 % #if ( $region->{'label'} ne 'Total' ) {
128 % if ( $region->{'label'} eq $out ) {
131 % $link = ';'. $region->{'url_param'};
138 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"><% $region->{'label'} %></TD>
139 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
140 <A HREF="<% $baselink. $link %>;istax=1"><% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %></A>
145 % if ( $bgcolor eq $bgcolor1 ) {
146 % $bgcolor = $bgcolor2;
148 % $bgcolor = $bgcolor1;
154 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>">Total</TD>
155 <TD CLASS="grid" BGCOLOR="<% $bgcolor %>" ALIGN="right">
156 <A HREF="<% $baselink %>;istax=1"><% $money_char %><% sprintf('%.2f', $tax ) %></A>
169 unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
171 my $conf = new FS::Conf;
172 my $money_char = $conf->config('money_char') || '$';
174 my $user = getotaker;
176 my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
179 JOIN cust_bill USING ( invnum )
180 LEFT JOIN cust_main USING ( custnum )
182 my $from_join_cust = "
187 LEFT JOIN cust_pkg USING ( pkgnum )
188 LEFT JOIN part_pkg USING ( pkgpart )
191 my $where = "WHERE _date >= $beginning AND _date <= $ending ";
192 my @base_param = qw( county county state state country );
193 if ( $conf->exists('tax-ship_address') ) {
196 AND ( ( ( ship_last IS NULL OR ship_last = '' )
197 AND ( county = ? OR ? = '' )
198 AND ( state = ? OR ? = '' )
201 OR ( ship_last IS NOT NULL AND ship_last != ''
202 AND ( ship_county = ? OR ? = '' )
203 AND ( ship_state = ? OR ? = '' )
208 # AND payby != 'COMP'
210 push @base_param, @base_param;
215 AND ( county = ? OR ? = '' )
216 AND ( state = ? OR ? = '' )
219 # AND payby != 'COMP'
224 if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
225 my $agent = qsearchs('agent', { 'agentnum' => $1 } );
226 die "agent not found" unless $agent;
227 $agentname = $agent->agent;
228 $where .= ' AND cust_main.agentnum = '. $agent->agentnum;
232 WHERE 0 < ( SELECT COUNT(*) FROM cust_main
234 if ( $conf->exists('tax-ship_address') ) {
239 ( cust_main_county.country = cust_main.country
240 OR cust_main_county.country = cust_main.ship_country
247 ( ( ship_last IS NULL OR ship_last = '' )
248 AND ( cust_main_county.country = cust_main.country )
249 AND ( cust_main_county.state = cust_main.state
250 OR cust_main_county.state = ''
251 OR cust_main_county.state IS NULL )
252 AND ( cust_main_county.county = cust_main.county
253 OR cust_main_county.county = ''
254 OR cust_main_county.county IS NULL )
259 ( ship_last IS NOT NULL AND ship_last != ''
260 AND ( cust_main_county.country = cust_main.ship_country )
261 AND ( cust_main_county.state = cust_main.ship_state
262 OR cust_main_county.state = ''
263 OR cust_main_county.state IS NULL )
264 AND ( cust_main_county.county = cust_main.ship_county
265 OR cust_main_county.county = ''
266 OR cust_main_county.county IS NULL )
278 WHERE ( cust_main.county = cust_main_county.county
279 OR cust_main_county.county = ''
280 OR cust_main_county.county IS NULL )
281 AND ( cust_main.state = cust_main_county.state
282 OR cust_main_county.state = ''
283 OR cust_main_county.state IS NULL )
284 AND ( cust_main.country = cust_main_county.country )
291 my($total, $tot_taxable, $owed, $tax) = ( 0, 0, 0, 0, 0 );
292 my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 0 );
293 my $out = 'Out of taxable region(s)';
295 foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) {
296 #warn $r->county. ' '. $r->state. ' '. $r->country. "\n";
298 my $label = getlabel($r);
299 $regions{$label}->{'label'} = $label;
300 $regions{$label}->{'url_param'} = join(';', map "$_=".$r->$_(), qw( county state country ) );
302 my @param = @base_param;
303 my $mywhere = $where;
305 if ( $r->taxclass ) {
307 $mywhere .= " AND taxclass = ? ";
308 push @param, 'taxclass';
309 $regions{$label}->{'url_param'} .= ';taxclass='. $r->taxclass
310 if $cgi->param('show_taxclasses');
314 my $same_query = 'SELECT taxclass FROM cust_main_county '.
315 ' WHERE taxnum != ? AND country = ?';
316 my @same_param = ( 'taxnum', 'country' );
317 foreach my $opt_field (qw( state county )) {
318 if ( $r->$opt_field() ) {
319 $same_query .= " AND $opt_field = ?";
320 push @same_param, $opt_field;
322 $same_query .= " AND $opt_field IS NULL";
326 my @taxclasses = list_sql( $r, \@same_param, $same_query );
328 if ( scalar(@taxclasses) ) {
329 $mywhere .= ' AND '. join(' AND ', map ' taxclass != ? ', @taxclasses );
330 push @param, @taxclasses;
335 my $fromwhere = $from_join_cust. $join_pkg. $mywhere. " AND payby != 'COMP' ";
337 # my $label = getlabel($r);
338 # $regions{$label}->{'label'} = $label;
340 my $nottax = 'pkgnum != 0';
342 ## calculate total for this region
344 my $t = scalar_sql($r, \@param,
345 "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax"
348 $regions{$label}->{'total'} += $t;
350 ## calculate customer-exemption for this region
354 # my($taxable, $x_cust) = (0, 0);
355 # foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i }
356 # qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) {
357 # $taxable += scalar_sql($r, \@param,
358 # "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )"
361 # $x_cust += scalar_sql($r, \@param,
362 # "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'"
366 my $x_cust = scalar_sql($r, \@param,
367 "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur)
368 $fromwhere AND $nottax AND tax = 'Y' "
371 $exempt_cust += $x_cust;
372 $regions{$label}->{'exempt_cust'} += $x_cust;
374 ## calculate package-exemption for this region
376 my $x_pkg = scalar_sql($r, \@param,
378 ( CASE WHEN part_pkg.setuptax = 'Y'
379 THEN cust_bill_pkg.setup
384 ( CASE WHEN part_pkg.recurtax = 'Y'
385 THEN cust_bill_pkg.recur
393 ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
394 OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 )
396 AND ( tax != 'Y' OR tax IS NULL )
399 $exempt_pkg += $x_pkg;
400 $regions{$label}->{'exempt_pkg'} += $x_pkg;
402 ## calculate monthly exemption (texas tax) for this region
404 # count up all the cust_tax_exempt_pkg records associated with
405 # the actual line items.
407 my $x_monthly = scalar_sql($r, \@param,
409 FROM cust_tax_exempt_pkg
410 JOIN cust_bill_pkg USING ( billpkgnum )
414 # if ( $x_monthly ) {
415 # #warn $r->taxnum(). ": $x_monthly\n";
416 # $taxable -= $x_monthly;
419 $exempt_monthly += $x_monthly;
420 $regions{$label}->{'exempt_monthly'} += $x_monthly;
422 my $taxable = $t - $x_cust - $x_pkg - $x_monthly;
424 $tot_taxable += $taxable;
425 $regions{$label}->{'taxable'} += $taxable;
427 $owed += $taxable * ($r->tax/100);
428 $regions{$label}->{'owed'} += $taxable * ($r->tax/100);
430 if ( defined($regions{$label}->{'rate'})
431 && $regions{$label}->{'rate'} != $r->tax.'%' ) {
432 $regions{$label}->{'rate'} = 'variable';
434 $regions{$label}->{'rate'} = $r->tax.'%';
439 my $taxwhere = "$from_join_cust $where AND payby != 'COMP' ";
440 my @taxparam = @base_param;
441 my %base_regions = ();
442 #foreach my $label ( keys %regions ) {
444 qsearch( 'cust_main_county',
450 CASE WHEN taxname IS NULL THEN '' ELSE taxname END AS taxname,".
452 #a little bit unsure of this part... test?
453 #ah, it looks like it winds up being irrelevant as ->{'tax'}
454 # from $regions is not displayed when show_taxclasses is on
455 ( $cgi->param('show_taxclasses')
456 ? " CASE WHEN taxclass IS NULL THEN '' ELSE taxclass END "
464 #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n";
466 my $label = getlabel($r);
468 #my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' ";
469 #my @param = @base_param;
471 #match itemdesc if necessary!
474 ? 'AND itemdesc = '. dbh->quote($r->taxname)
475 : "AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
477 my $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ".
478 " $taxwhere AND pkgnum = 0 $named_tax";
480 my $x = scalar_sql($r, \@taxparam, $sql );
482 $regions{$label}->{'tax'} += $x;
484 if ( $cgi->param('show_taxclasses') ) {
485 my $base_label = getlabel($r, 'no_taxclass'=>1 );
486 $base_regions{$base_label}->{'label'} = $base_label;
487 $base_regions{$base_label}->{'url_param'} =
488 join(';', map "$_=".$r->$_(), qw( county state country ) );
489 $base_regions{$base_label}->{'tax'} += $x;
497 sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
501 map $base_regions{$_},
502 sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
509 'exempt_cust' => $exempt_cust,
510 'exempt_pkg' => $exempt_pkg,
511 'exempt_monthly' => $exempt_monthly,
512 'taxable' => $tot_taxable,
527 && ! scalar( qsearch('cust_main_county', { 'state' => $r->state,
528 'county' => $r->county,
529 'country' => $r->country,
530 'tax' => { op=>'>', value=>0 },
536 #kludge to avoid "will not stay shared" warning
537 my $out = 'Out of taxable region(s)';
539 } elsif ( $r->taxname ) {
540 $label = $r->taxname;
541 # $regions{$label}->{'taxname'} = $label;
542 # push @{$regions{$label}->{$_}}, $r->$_() foreach qw( county state country );
544 $label = $r->country;
545 $label = $r->state.", $label" if $r->state;
546 $label = $r->county." county, $label" if $r->county;
547 $label = "$label (". $r->taxclass. ")"
549 && $cgi->param('show_taxclasses')
550 && ! $opt{'no_taxclass'};
551 #$label = $r->taxname. " ($label)" if $r->taxname;
556 #false laziness w/FS::Report::Table::Monthly (sub should probably be moved up
557 #to FS::Report or FS::Record or who the fuck knows where)
559 my( $r, $param, $sql ) = @_;
561 my $sth = dbh->prepare($sql) or die dbh->errstr;
562 $sth->execute( map $r->$_(), @$param )
563 or die "Unexpected error executing statement $sql: ". $sth->errstr;
564 $sth->fetchrow_arrayref->[0] || 0;
568 my( $r, $param, $sql ) = @_;
570 my $sth = dbh->prepare($sql) or die dbh->errstr;
571 $sth->execute( map $r->$_(), @$param )
572 or die "Unexpected error executing statement $sql: ". $sth->errstr;
573 map $_->[0], @{ $sth->fetchall_arrayref };
576 my $dateagentlink = "begin=$beginning;end=$ending";
577 $dateagentlink .= ';agentnum='. $cgi->param('agentnum')
578 if length($agentname);
579 my $baselink = $p. "search/cust_bill_pkg.cgi?$dateagentlink";
580 my $exemptlink = $p. "search/cust_tax_exempt_pkg.cgi?$dateagentlink";