my $pending = $1;
my $ending = ( $1 ? str2time($1) : 4294880896 ) + 86399;
-my($total, $exempt, $taxable, $tax) = ( 0, 0, 0, 0 );
+my $from_join_cust = "
+ FROM cust_bill_pkg
+ JOIN cust_bill USING ( invnum )
+ JOIN cust_main USING ( custnum )
+";
+my $join_pkg = "
+ JOIN cust_pkg USING ( pkgnum )
+ JOIN part_pkg USING ( pkgpart )
+";
+my $where = "
+ WHERE _date >= $beginning AND _date <= $ending
+ AND ( county = ? OR ? = '' )
+ AND ( state = ? OR ? = '' )
+ AND ( country = ? )
+ AND payby != 'COMP'
+";
+my @base_param = qw( county county state state country );
+
+my $gotcust = "
+ WHERE 0 < ( SELECT COUNT(*) FROM cust_main
+ WHERE ( cust_main.county = cust_main_county.county
+ OR cust_main_county.county = ''
+ OR cust_main_county.county IS NULL )
+ AND ( cust_main.state = cust_main_county.state
+ OR cust_main_county.state = ''
+ OR cust_main_county.state IS NULL )
+ AND ( cust_main.country = cust_main_county.country )
+ LIMIT 1
+ )
+";
+
+my $monthly_exempt_warning = 0;
+my($total, $exempt, $taxable, $owed, $tax) = ( 0, 0, 0, 0, 0 );
my $out = 'Out of taxable region(s)';
my %regions;
-foreach my $r (
- qsearch('cust_main_county', {}, '',
- "WHERE 0 < ( SELECT COUNT(*) FROM cust_main
- WHERE ( cust_main.county = cust_main_county.county
- OR cust_main_county.county = ''
- OR cust_main_county.county IS NULL )
- AND ( cust_main.state = cust_main_county.state
- OR cust_main_county.state = ''
- OR cust_main_county.state IS NULL )
- AND ( cust_main.country = cust_main_county.country )
- LIMIT 1
- )"
- )
-) {
+foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) {
#warn $r->county. ' '. $r->state. ' '. $r->country. "\n";
- my $label;
- if ( $r->tax == 0 ) {
- $label = $out;
- } elsif ( $r->taxname ) {
- $label = $r->taxname;
- } else {
- $label = $r->country;
- $label = $r->state.", $label" if $r->state;
- $label = $r->county." county, $label" if $r->county;
- }
- my $join_pkg = "
- JOIN cust_pkg USING ( pkgnum )
- JOIN part_pkg USING ( pkgpart )
- ";
-
- my $where = "
- WHERE _date >= $beginning AND _date <= $ending
- AND ( county = ? OR ? = '' )
- AND ( state = ? OR ? = '' )
- AND ( country = ? )
- AND payby != 'COMP'
- ";
-
- my $taxwhere = my $fromwhere = "
- FROM cust_bill_pkg
- JOIN cust_bill USING ( invnum )
- JOIN cust_main USING ( custnum )
- ";
-
- $fromwhere .= $join_pkg. $where;
- $taxwhere .= $where;
-
- my @taxparam = my @param = qw( county county state state country );
-
-# my $num_others =
-# scalar_sql( $r, [qw( country state state county county taxname taxname )],
-# "SELECT COUNT(*) FROM cust_main_county
-# WHERE country = ?
-# AND ( state = ? OR ( state IS NULL AND ? = '' ) )
-# AND ( county = ? OR ( county IS NULL AND ? = '' ) )
-# AND ( taxname = ? OR ( taxname IS NULL AND ? = '' ) ) "
-# );
-#
-# die "didn't even find self?" unless $num_others;
+ my $label = getlabel($r);
+ $regions{$label}->{'label'} = $label;
+
+ my $fromwhere = $from_join_cust. $join_pkg. $where;
+ my @param = @base_param;
if ( $r->taxclass ) {
$fromwhere .= " AND ( taxclass = ? ) ";
$regions{$label}->{'exempt'} += $x;
}
+ my($t, $x) = (0, 0);
foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i }
qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) {
- my $t = scalar_sql($r, \@param,
+ $t += scalar_sql($r, \@param,
"SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )"
);
- $taxable += $t;
- $regions{$label}->{'taxable'} += $t;
- my $x = scalar_sql($r, \@param,
+ $x += scalar_sql($r, \@param,
"SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'"
);
- $exempt += $x;
- $regions{$label}->{'exempt'} += $x;
}
+ my($sday,$smon,$syear) = (localtime($beginning) )[ 3, 4, 5 ];
+ $monthly_exempt_warning=1 if $sday != 1 && $beginning;
+ $smon++; $syear+=1900;
+
+ my $eending = ( $ending == 4294967295 ) ? time : $ending;
+ my($eday,$emon,$eyear) = (localtime($eending) )[ 3, 4, 5 ];
+ $emon++; $eyear+=1900;
+
+ my $monthly_exemption = scalar_sql($r, [ 'taxnum' ],
+ "SELECT SUM(amount) FROM cust_tax_exempt where taxnum = ? ".
+ " AND ( year > $syear OR ( year = $syear and month >= $smon ) )".
+ " AND ( year < $eyear OR ( year = $eyear and month <= $emon ) )"
+ );
+ #warn $r->taxnum(). ": $monthly_exemption\n";
+ if ( $monthly_exemption ) {
+ $t -= $monthly_exemption;
+ $x += $monthly_exemption;
+ }
+
+ $taxable += $t;
+ $regions{$label}->{'taxable'} += $t;
+
+ $exempt += $x;
+ $regions{$label}->{'exempt'} += $x;
+
+ $owed += $t * ($r->tax/100);
+ $regions{$label}->{'owed'} += $t * ($r->tax/100);
+
if ( defined($regions{$label}->{'rate'})
&& $regions{$label}->{'rate'} != $r->tax.'%' ) {
$regions{$label}->{'rate'} = 'variable';
$regions{$label}->{'rate'} = $r->tax.'%';
}
+}
+
+my $taxwhere = "$from_join_cust $where";
+my @taxparam = @base_param;
+
+#foreach my $label ( keys %regions ) {
+foreach my $r (
+ qsearch( 'cust_main_county',
+ {},
+ 'DISTINCT ON (country, state, county, taxname) *',
+ $gotcust
+ )
+) {
+
+ #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n";
+
+ my $label = getlabel($r);
+
+ my $fromwhere = $join_pkg. $where;
+ my @param = @base_param;
+
#match itemdesc if necessary!
- my $named_tax = $r->taxname ? 'AND itemdesc = '. dbh->quote($r->taxname) : '';
+ my $named_tax =
+ $r->taxname
+ ? 'AND itemdesc = '. dbh->quote($r->taxname)
+ : "AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
my $x = scalar_sql($r, \@taxparam,
"SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $taxwhere ".
"AND pkgnum = 0 $named_tax",
$tax += $x;
$regions{$label}->{'tax'} += $x;
- $regions{$label}->{'label'} = $label;
-
}
#ordering
'exempt' => $exempt,
'taxable' => $taxable,
'rate' => '',
+ 'owed' => $owed,
'tax' => $tax,
};
#--
+sub getlabel {
+ my $r = shift;
+
+ my $label;
+ if ( $r->tax == 0 ) {
+ #kludge to avoid "will not stay shared" warning
+ my $out = 'Out of taxable region(s)';
+ $label = $out;
+ } elsif ( $r->taxname ) {
+ $label = $r->taxname;
+# $regions{$label}->{'taxname'} = $label;
+# push @{$regions{$label}->{$_}}, $r->$_() foreach qw( county state country );
+ } else {
+ $label = $r->country;
+ $label = $r->state.", $label" if $r->state;
+ $label = $r->county." county, $label" if $r->county;
+ #$label = $r->taxname. " ($label)" if $r->taxname;
+ }
+ return $label;
+}
+
#false laziness w/FS::Report::Table::Monthly (sub should probably be moved up
#to FS::Report or FS::Record or who the fuck knows where)
sub scalar_sql {
<TH ROWSPAN=2></TH>
<TH COLSPAN=3>Sales</TH>
<TH ROWSPAN=2>Rate</TH>
- <TH ROWSPAN=2>Tax</TH>
+ <TH ROWSPAN=2>Tax owed</TH>
+ <TH ROWSPAN=2>Tax invoiced</TH>
</TR>
<TR>
<TH>Total</TH>
<TD ALIGN="right">$<%= sprintf('%.2f', $region->{'exempt'} ) %></TD>
<TD ALIGN="right">$<%= sprintf('%.2f', $region->{'taxable'} ) %></TD>
<TD ALIGN="right"><%= $region->{'rate'} %></TD>
+ <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'owed'} ) %></TD>
<TD ALIGN="right">$<%= sprintf('%.2f', $region->{'tax'} ) %></TD>
</TR>
<% } %>
</TABLE>
+<% if ( $monthly_exempt_warning ) { %>
+ <BR>
+ Partial-month tax reports (except for current month) may not be correct due
+ to month-granularity tax exemption (usually "texas tax"). For an accurate
+ report, start on the first of a month and end on the last day of a month (or
+ leave blank for to now).
+<% } %>
+
</BODY>
</HTML>