& elements/search.html,
'title' => 'Credit application detail', #to line item
'name_singular' => 'credit application',
'query' => $query,
'count_query' => $count_query,
'count_addl' => \@count_addl,
'header' => [
#'#',
'Amount',
'Tax exempt',
#credit
'Date',
'By',
'Reason',
'Info',
# line item
'Description',
'Location',
@post_desc_header,
#invoice
'Invoice',
'Date',
FS::UI::Web::cust_header(),
],
'fields' => [
#'creditbillpkgnum',
sub { sprintf($money_char.'%.2f', shift->amount ) },
sub { sprintf($money_char.'%.2f', shift->get('exempt_credited') ) },
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_only },
sub { shift->cust_credit_bill->cust_credit->addlinfo },
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',
'exempt_credited',
'cust_credit_date',
'', #'otaker',
'', #reason
'', #addlinfo
'', #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' => 'rrrlllll'.
$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 $has_taxname = '';
if ( $cgi->param('taxname') ) {
$has_taxname = " AND COALESCE(cust_main_county.taxname, 'Tax') = "
. dbh->quote( $cgi->param('taxname') );
}
# use the exact criteria from the tax report
push @where,
"NOT EXISTS(
SELECT 1 FROM cust_tax_exempt_pkg
JOIN cust_main_county USING (taxnum)
WHERE cust_tax_exempt_pkg.billpkgnum = cust_bill_pkg.billpkgnum
AND cust_tax_exempt_pkg.creditbillpkgnum IS NULL
$has_taxname
)
AND NOT EXISTS(
SELECT 1 FROM cust_bill_pkg_tax_location
JOIN cust_main_county USING (taxnum)
WHERE cust_bill_pkg_tax_location.taxable_billpkgnum = cust_bill_pkg.billpkgnum
$has_taxname
)
AND NOT EXISTS(
SELECT 1 FROM cust_bill_pkg_tax_location
JOIN cust_main_county USING (taxnum)
WHERE cust_bill_pkg_tax_location.billpkgnum = cust_bill_pkg.billpkgnum
$has_taxname
)";
} 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
# (does that even still exist? if so, correct this (or location_sql itself)
# to work with modern cust_location links)
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, $locs_sql;
} else {
my @loc_where;
foreach (@loc_param) {
if ( length($cgi->param($_)) ) {
my $quoted = dbh->quote($cgi->param($_));
push @loc_where, "(COALESCE(cust_location.$_, '') = $quoted)";
}
}
my $loc_sql = join(' AND ', @loc_where);
#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 OR cust_bill_pkg.feepart is not null)' 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)";
if ( $cgi->param('nottax') ) {
$count_query .= ", SUM(exempt_credited)";
}
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') ) {
# There can be multiple cust_tax_exempt_pkg records with the same
# creditbillpkgnum iff the line item is exempt from multiple taxes.
# They will all have the same amount, except in the case where there are
# different exemption types and so the exemption amounts are different.
# In that case, show the amount of the largest exemption.
$join_cust_bill_pkg .= '
LEFT JOIN(
SELECT creditbillpkgnum,
MAX(0 - cust_tax_exempt_pkg.amount) AS exempt_credited
FROM cust_tax_exempt_pkg
WHERE creditbillpkgnum IS NOT NULL
GROUP BY creditbillpkgnum
) AS exempt_credit USING (creditbillpkgnum)
';
$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 cust_pkg USING ( pkgnum ) ';
$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();
if ( $cgi->param('istax') ) {
push @select, 'NULL AS exempt_credited'; # just display zero
} elsif ( $cgi->param('nottax') ) {
push @select, 'exempt_credited';
}
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)
}
}
};
my @count_addl = ( $money_char. '%.2f total', );
if ( $cgi->param('nottax') ) {
push @count_addl, ( $money_char. '%.2f tax exempt' );
}
if ( $cgi->param('debug') ) {
warn "\nQUERY:\n" . Dumper($query) . "\nCOUNT_QUERY:\n$count_query\n\n";
}
%init>