+my $nottax =
+ '(cust_bill_pkg.pkgnum != 0 OR cust_bill_pkg.feepart IS NOT NULL)';
+
+# one query for each column of the report
+# plus separate queries for the totals row
+my (%sql, %all_sql);
+
+# SALES QUERIES (taxable sales, all types of exempt sales)
+# -------------
+
+# general form
+my $exempt = "$select SUM(exempt_charged)
+ FROM cust_main_county
+ JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust_pkg $where AND $nottax $group";
+
+my $all_exempt = "$select_all SUM(exempt_charged)
+ FROM cust_main_county
+ JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust_pkg $where AND $nottax
+ $group_all";
+
+# sales to tax-exempt customers
+$sql{exempt_cust} = $exempt;
+$sql{exempt_cust} =~ s/EXEMPT_WHERE/WHERE exempt_cust = 'Y' OR exempt_cust_taxname = 'Y'/;
+$all_sql{exempt_cust} = $all_exempt;
+$all_sql{exempt_cust} =~ s/EXEMPT_WHERE/WHERE exempt_cust = 'Y' OR exempt_cust_taxname = 'Y'/;
+
+# sales of tax-exempt packages
+$sql{exempt_pkg} = $exempt;
+$sql{exempt_pkg} =~ s/EXEMPT_WHERE/WHERE exempt_setup = 'Y' OR exempt_recur = 'Y'/;
+$all_sql{exempt_pkg} = $all_exempt;
+$all_sql{exempt_pkg} =~ s/EXEMPT_WHERE/WHERE exempt_setup = 'Y' OR exempt_recur = 'Y'/;
+
+# monthly per-customer exemptions
+$sql{exempt_monthly} = $exempt;
+$sql{exempt_monthly} =~ s/EXEMPT_WHERE/WHERE exempt_monthly = 'Y'/;
+$all_sql{exempt_monthly} = $all_exempt;
+$all_sql{exempt_monthly} =~ s/EXEMPT_WHERE/WHERE exempt_monthly = 'Y'/;
+
+# taxable sales
+$sql{taxable} = "$select
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(exempt_charged, 0))
+ FROM cust_main_county
+ JOIN ($pkg_tax) AS pkg_tax USING (taxnum)
+ JOIN cust_bill_pkg USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ ON (pkg_tax_exempt.billpkgnum = cust_bill_pkg.billpkgnum
+ AND pkg_tax_exempt.taxnum = cust_main_county.taxnum)
+ $join_cust_pkg $where AND $nottax $group";
+
+# Here we're going to sum all line items that are taxable _at all_,
+# under any tax. exempt_charged is the sum of all exemptions for a
+# particular billpkgnum + taxnum; we take the taxnum that has the
+# smallest sum of exemptions and subtract that from the charged amount.
+$all_sql{taxable} = "$select_all
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(min_exempt, 0))
+ FROM cust_bill_pkg
+ JOIN (
+ SELECT invnum, pkgnum, MIN(exempt_charged) AS min_exempt
+ FROM ($pkg_tax) AS pkg_tax
+ JOIN cust_bill_pkg USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum, taxnum)
+ GROUP BY invnum, pkgnum
+ ) AS pkg_is_taxable
+ USING (invnum, pkgnum)
+ $join_cust_pkg $where AND $nottax $group_all";
+
+$sql{taxable} =~ s/EXEMPT_WHERE//; # unrestricted
+$all_sql{taxable} =~ s/EXEMPT_WHERE//;
+
+# there isn't one for 'sales', because we calculate sales by adding up
+# the taxable and exempt columns.
+
+# TAX QUERIES (billed tax, credited tax)
+# -----------
+
+# sum of billed tax:
+# join cust_bill_pkg to cust_main_county via cust_bill_pkg_tax_location
+my $taxfrom = " FROM cust_bill_pkg
+ $join_cust
+ LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
+ LEFT JOIN cust_main_county USING ( taxnum )";
+
+if ( $with_pkgclass ) {
+ # If we're not grouping by package class, this is unnecessary, and
+ # probably really expensive.
+ $taxfrom .= "
+ LEFT JOIN cust_bill_pkg AS taxable
+ ON (cust_bill_pkg_tax_location.taxable_billpkgnum = taxable.billpkgnum)
+ LEFT JOIN cust_pkg ON (taxable.pkgnum = cust_pkg.pkgnum)
+ LEFT JOIN part_pkg USING (pkgpart)";
+}
+
+my $istax = "cust_bill_pkg.pkgnum = 0";
+my $named_tax =
+ "COALESCE(taxname,'Tax') = COALESCE(cust_bill_pkg.itemdesc,'Tax')";
+
+$sql{tax} = "$select SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $where AND $istax AND $named_tax
+ $group";
+
+$all_sql{tax} = "$select_all SUM(cust_bill_pkg.setup)
+ FROM cust_bill_pkg
+ $join_cust
+ $where AND $istax
+ $group_all";
+
+# sum of credits applied against billed tax
+# ($creditfrom includes join of taxable item to part_pkg if with_pkgclass
+# is on)
+my $creditfrom = $taxfrom .
+ ' JOIN cust_credit_bill_pkg USING (billpkgtaxlocationnum)';
+my $creditwhere = $where .
+ ' AND billpkgtaxratelocationnum IS NULL';
+
+$sql{credit} = "$select SUM(cust_credit_bill_pkg.amount)
+ $creditfrom
+ $creditwhere AND $istax AND $named_tax
+ $group";
+
+$all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
+ FROM cust_credit_bill_pkg
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust
+ $where AND $istax
+ $group_all";
+
+if ( $with_pkgclass ) {
+ # the slightly more complicated version, with lots of joins that are
+ # unnecessary if you're not breaking down by package class
+ $all_sql{tax} = "$select_all SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $where AND $istax
+ $group_all";
+
+ $all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
+ $creditfrom
+ $creditwhere AND $istax
+ $group_all";
+}
+
+# "out of taxable region" sales
+$all_sql{out_sales} =
+ "$select_all SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)
+ FROM (cust_bill_pkg $join_cust_pkg)
+ LEFT JOIN ($pkg_tax) AS pkg_tax USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum)
+ $where AND $nottax
+ AND pkg_tax.taxnum IS NULL AND pkg_tax_exempt.taxnum IS NULL
+ $group_all"
+;
+
+$all_sql{out_sales} =~ s/EXEMPT_WHERE//;
+
+my %data;
+my %total;
+foreach my $k (keys(%sql)) {
+ my $stmt = $sql{$k};
+ warn "\n".uc($k).":\n".$stmt."\n" if $DEBUG;
+ my $sth = dbh->prepare($stmt);
+ # three columns: classnum, taxnum, value
+ $sth->execute
+ or die "failed to execute $k query: ".$sth->errstr;
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ $data{$k}{$row->[0]}{$row->[1]} = $row->[2];
+ }
+}
+warn "DATA:\n".Dumper(\%data) if $DEBUG > 1;
+
+foreach my $k (keys %all_sql) {
+ warn "\n".$all_sql{$k}."\n" if $DEBUG;
+ my $sth = dbh->prepare($all_sql{$k});
+ # two columns: classnum, value
+ $sth->execute
+ or die "failed to execute $k totals query: ".$sth->errstr;
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ $total{$k}{$row->[0]} = $row->[1];
+ }
+}
+warn "TOTALS:\n".Dumper(\%total);# if $DEBUG > 1;
+# so $data{tax}, for example, is now a hash with one entry
+# for each classnum, containing a hash with one entry for each
+# taxnum, containing the tax billed on that taxnum.
+# if with_pkgclass is off, then the classnum is always null.
+
+# integrity checks
+# unlinked tax collected
+my $out_tax_sql =
+ "SELECT SUM(cust_bill_pkg.setup)
+ FROM (cust_bill_pkg $join_cust)
+ LEFT JOIN cust_bill_pkg_tax_location USING (billpkgnum)
+ $where AND $istax AND cust_bill_pkg_tax_location.billpkgnum IS NULL"
+;
+my $unlinked_tax = FS::Record->scalar_sql($out_tax_sql);
+# unlinked tax credited
+my $out_credit_sql =
+ "SELECT SUM(cust_credit_bill_pkg.amount)
+ FROM cust_credit_bill_pkg
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust
+ $where AND $istax AND cust_credit_bill_pkg.billpkgtaxlocationnum IS NULL"
+;
+my $unlinked_credit = FS::Record->scalar_sql($out_credit_sql);
+
+# all sales
+my $all_sales = FS::Record->scalar_sql(
+ "SELECT SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)
+ FROM cust_bill_pkg $join_cust $where AND $nottax"
+);
+
+#tax-report_groups filtering
+my($group_op, $group_value) = ( '', '' );
+if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ ) {
+ ( $group_op, $group_value ) = ( $1, $2 );
+}
+my $group_test = sub { # to be applied to a tax label
+ my $label = shift;
+ return 1 unless $group_op; #in case we get called inadvertantly
+ if ( $label eq $out ) { #don't display "out of taxable region" in this case
+ 0;
+ } elsif ( $group_op eq '=' ) {
+ $label =~ /^$group_value/;
+ } elsif ( $group_op eq '!=' ) {
+ $label !~ /^$group_value/;
+ } else {
+ die "guru meditation #00de: group_op $group_op\n";
+ }
+};
+
+my @pkgclasses;
+if ($with_pkgclass) {
+ @pkgclasses = qsearch('pkg_class', {});
+ push @pkgclasses, FS::pkg_class->new({
+ classnum => '0',
+ classname => 'Unclassified',
+ });
+} else {
+ @pkgclasses = ( FS::pkg_class->new({
+ classnum => '',
+ classname => '',
+ }) );
+}
+my %pkgclass_data;
+
+foreach my $class (@pkgclasses) {
+ my $classnum = $class->classnum;
+ my $classname = $class->classname;
+
+ # if show_taxclasses is on, %base_regions will contain the same data
+ # as %regions, but with taxclasses merged together (and ignoring report_group
+ # filtering).
+ my (%regions, %base_regions);
+
+ my @loc_params = qw(country state county);
+ push @loc_params, 'city' if $cgi->param('show_cities');
+ push @loc_params, 'district' if $cgi->param('show_districts');
+
+ foreach my $r ( qsearch({ 'table' => 'cust_main_county', })) {
+ my $taxnum = $r->taxnum;
+ # set up a %regions entry for this region's tax label
+ my $label = $r->label(%label_opt);
+ next if $label eq $out;
+ $regions{$label} ||= { label => $label };
+
+ $regions{$label}->{$_} = $r->get($_) foreach @loc_params;
+ $regions{$label}->{taxnums} ||= [];
+ push @{ $regions{$label}->{taxnums} }, $r->taxnum;
+
+ my %x; # keys are data items (like 'tax', 'exempt_cust', etc.)
+ foreach my $k (keys %data) {
+ next unless exists($data{$k}{$classnum}{$taxnum});
+ $x{$k} = $data{$k}{$classnum}{$taxnum};
+ $regions{$label}{$k} += $x{$k};
+ if ( $k eq 'taxable' or $k =~ /^exempt/ ) {
+ $regions{$label}->{'sales'} += $x{$k};
+ }
+ }
+
+ my $owed = $data{'taxable'}{$classnum}{$taxnum} * ($r->tax/100);
+ $regions{$label}->{'owed'} += $owed;
+ $total{'owed'}{$classnum} += $owed;
+
+ if ( defined($regions{$label}->{'rate'})
+ && $regions{$label}->{'rate'} != $r->tax.'%' ) {
+ $regions{$label}->{'rate'} = 'variable';
+ } else {
+ $regions{$label}->{'rate'} = $r->tax.'%';
+ }
+
+ if ( $cgi->param('show_taxclasses') ) {
+ my $base_label = $r->label(%label_opt, 'with_taxclass' => 0);
+ $base_regions{$base_label} ||=
+ {
+ label => $base_label,
+ tax => 0,
+ credit => 0,
+ };
+ $base_regions{$base_label}->{tax} += $x{tax};
+ $base_regions{$base_label}->{credit} += $x{credit};
+ }
+
+ }
+
+ my @regions = map { $_->{label} }
+ sort {
+ ($b eq $out) <=> ($a eq $out)
+ or $a->{country} cmp $b->{country}
+ or $a->{state} cmp $b->{state}
+ or $a->{county} cmp $b->{county}
+ or $a->{city} cmp $b->{city}
+ }
+ grep { $_->{sales} > 0 or $_->{tax} > 0 or $_->{credit} > 0 }
+ values %regions;
+
+ #tax-report_groups filtering
+ @regions = grep &{$group_test}($_), @regions
+ if $group_op;
+
+ #calculate totals
+ my %taxclasses = ();
+ my %county = ();
+ my %state = ();
+ my %country = ();
+ foreach my $label (@regions) {
+ $taxclasses{$regions{$_}->{'taxclass'}} = 1
+ if $regions{$_}->{'taxclass'};
+ $county{$regions{$_}->{'county'}} = 1;
+ $state{$regions{$_}->{'state'}} = 1;
+ $country{$regions{$_}->{'country'}} = 1;
+ }
+
+ my $total_url_param = '';
+ my $total_url_param_invoiced = '';
+ if ( $group_op ) {
+
+ my @country = keys %country;
+ warn "WARNING: multiple countries on this grouped report; total links broken"
+ if scalar(@country) > 1;
+ my $country = $country[0];
+
+ my @state = keys %state;
+ warn "WARNING: multiple countries on this grouped report; total links broken"
+ if scalar(@state) > 1;
+ my $state = $state[0];
+
+ $total_url_param_invoiced =
+ $total_url_param =
+ 'report_group='.uri_escape("$group_op $group_value").';'.
+ join(';', map 'taxclass='.uri_escape($_), keys %taxclasses );
+ $total_url_param .= ';'.
+ "country=$country;state=".uri_escape($state).';'.
+ join(';', map 'county='.uri_escape($_), keys %county ) ;
+
+ }
+
+ #ordering
+ @regions =
+ map $regions{$_},
+ sort { $a cmp $b }
+ @regions;
+
+ my @base_regions =
+ map $base_regions{$_},
+ sort { $a cmp $b }
+ keys %base_regions;
+
+ #add "Out of taxable" and total lines
+ if ( $total{out_sales}{$classnum} ) {
+ my %out = (
+ 'sales' => $total{out_sales}{$classnum},
+ 'label' => $out,
+ 'rate' => ''
+ );
+ push @regions, \%out;
+ push @base_regions, \%out;
+ }
+
+ if ( @regions ) {
+ my %class_total = map { $_ => $total{$_}{$classnum} } keys(%total);
+ $class_total{is_total} = 1;
+ $class_total{sales} = sum(
+ @class_total{ 'taxable',
+ 'out_sales',
+ grep(/^exempt/, keys %class_total) }
+ );
+
+ push @regions, \%class_total;
+ push @base_regions, \%class_total;
+ }
+
+ $pkgclass_data{$classname} = {
+ classnum => $classnum,
+ classname => $classname,
+ regions => \@regions,
+ base_regions => \@base_regions,
+ };
+}
+
+if ( $with_pkgclass ) {
+ my $class_zero = delete( $pkgclass_data{'Unclassified'} );
+ @pkgclasses = map { $pkgclass_data{$_} }
+ sort { $a cmp $b }
+ keys %pkgclass_data;
+ push @pkgclasses, $class_zero;
+
+ my %grand_total = map {
+ $_ => sum( values(%{ $total{$_} }) )
+ } keys(%total);
+
+ $grand_total{sales} = $all_sales;
+
+ push @pkgclasses, {
+ classnum => '',
+ classname => 'Total',
+ regions => [ \%grand_total ],
+ base_regions => [ \%grand_total ],
+ }
+} else {
+ @pkgclasses = $pkgclass_data{''};
+}
+
+#--
+
+my $money_char = $conf->config('money_char') || '$';
+my $money_sprintf = sub {
+ $money_char. sprintf('%.2f', shift );
+};
+my $money_sprintf_nonzero = sub {
+ $_[0] == 0 ? '' : &$money_sprintf($_[0])
+};
+
+my $dateagentlink = "begin=$beginning;end=$ending";
+$dateagentlink .= ';agentnum='. $cgi->param('agentnum')
+ if length($agentname);
+my $baselink = $p. "search/cust_bill_pkg.cgi?$dateagentlink";
+my $exemptlink = $p. "search/cust_tax_exempt_pkg.cgi?$dateagentlink";
+my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1";