X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=FS%2FFS%2Fcust_main_county.pm;h=87c1ca730addb5c46a33f349621512e5c164b72a;hb=a72a10f754f7465121d6137bb3dcee0a21ea6443;hp=e937b205c21c6e50b8af50a899ea86328fa232a7;hpb=5e76ae4e7a11bd28478ed68eef8124fb7ff0767c;p=freeside.git diff --git a/FS/FS/cust_main_county.pm b/FS/FS/cust_main_county.pm index e937b205c..87c1ca730 100644 --- a/FS/FS/cust_main_county.pm +++ b/FS/FS/cust_main_county.pm @@ -4,7 +4,7 @@ use strict; use vars qw( @ISA @EXPORT_OK $conf @cust_main_county %cust_main_county $countyflag ); # $cityflag ); use Exporter; -use FS::Record qw( qsearch dbh ); +use FS::Record qw( qsearch qsearchs dbh ); use FS::cust_bill_pkg; use FS::cust_bill; use FS::cust_pkg; @@ -164,6 +164,57 @@ sub recurtax { return ''; } +=item label OPTIONS + +Returns a label looking like "Anytown, Alameda County, CA, US". + +If the taxname field is set, it will look like +"CA Sales Tax (Anytown, Alameda County, CA, US)". + +If the taxclass is set, then it will be +"Anytown, Alameda County, CA, US (International)". + +Currently it will not contain the district, even if the city+county+state +is not unique. + +OPTIONS may contain "no_taxclass" (hides taxclass) and/or "no_city" +(hides city). It may also contain "out", in which case, if this +region (district+city+county+state+country) contains no non-zero +taxes, the label will read "Out of taxable region(s)". + +=cut + +sub label { + my ($self, %opt) = @_; + if ( $opt{'out'} + and $self->tax == 0 + and !defined(qsearchs('cust_main_county', { + 'district' => $self->district, + 'city' => $self->city, + 'county' => $self->county, + 'state' => $self->state, + 'country' => $self->country, + 'tax' => { op => '>', value => 0 }, + })) ) + { + return 'Out of taxable region(s)'; + } + my $label = $self->country; + $label = $self->state.", $label" if $self->state; + $label = $self->county." County, $label" if $self->county; + if (!$opt{no_city}) { + $label = $self->city.", $label" if $self->city; + } + # ugly labels when taxclass and taxname are both non-null... + # but this is how the tax report does it + if (!$opt{no_taxclass}) { + $label = "$label (".$self->taxclass.')' if $self->taxclass; + } + $label = $self->taxname." ($label)" if $self->taxname; + + $label; +} + =item sql_taxclass_sameregion Returns an SQL WHERE fragment or the empty string to search for entries @@ -176,7 +227,7 @@ with different tax classes. sub sql_taxclass_sameregion { my $self = shift; - my $same_query = 'SELECT taxclass FROM cust_main_county '. + my $same_query = 'SELECT DISTINCT taxclass FROM cust_main_county '. ' WHERE taxnum != ? AND country = ?'; my @same_param = ( 'taxnum', 'country' ); foreach my $opt_field (qw( state county )) { @@ -207,21 +258,30 @@ sub _list_sql { =item taxline TAXABLES_ARRAYREF, [ OPTION => VALUE ... ] -Returns a listref of a name and an amount of tax calculated for the list of -packages or amounts referenced by TAXABLES_ARRAYREF. Returns a scalar error -message on error. +Returns an hashref of a name and an amount of tax calculated for the +line items (L objects) in TAXABLES_ARRAYREF. The line +items must come from the same invoice. Returns a scalar error message +on error. + +In addition to calculating the tax for the line items, this will calculate +any appropriate tax exemptions and attach them to the line items. + +Options may include 'custnum' and 'invoice_date' in case the cust_bill_pkg +objects belong to an invoice that hasn't been inserted yet. -Options include custnum and invoice_date and are hints to this method +Options may include 'exemptions', an arrayref of L +objects belonging to the same customer, to be counted against the monthly +tax exemption limit if there is one. =cut +# XXX this should just return a cust_bill_pkg object for the tax, +# but that requires changing stuff in tax_rate.pm also. + sub taxline { my( $self, $taxables, %opt ) = @_; + return 'taxline called with no line items' unless @$taxables; - my @exemptions = (); - push @exemptions, @{ $_->_cust_tax_exempt_pkg } - for grep { ref($_) } @$taxables; - local $SIG{HUP} = 'IGNORE'; local $SIG{INT} = 'IGNORE'; local $SIG{QUIT} = 'IGNORE'; @@ -236,29 +296,92 @@ sub taxline { my $name = $self->taxname || 'Tax'; my $amount = 0; + my $cust_bill = $taxables->[0]->cust_bill; + my $custnum = $cust_bill ? $cust_bill->custnum : $opt{'custnum'}; + my $invoice_date = $cust_bill ? $cust_bill->_date : $opt{'invoice_date'}; + my $cust_main = FS::cust_main->by_key($custnum) if $custnum > 0; + if (!$cust_main) { + # better way to handle this? should we just assume that it's taxable? + die "unable to calculate taxes for an unknown customer\n"; + } + + # set a flag if the customer is tax-exempt + my $exempt_cust; + my $conf = FS::Conf->new; + if ( $conf->exists('cust_class-tax_exempt') ) { + my $cust_class = $cust_main->cust_class; + $exempt_cust = $cust_class->tax if $cust_class; + } else { + $exempt_cust = $cust_main->tax; + } + + # set a flag if the customer is exempt from this tax here + my $exempt_cust_taxname = $cust_main->tax_exemption($self->taxname) + if $self->taxname; + + # Gather any exemptions that are already attached to these cust_bill_pkgs + # so that we can deduct them from the customer's monthly limit. + my @existing_exemptions = @{ $opt{'exemptions'} }; + push @existing_exemptions, @{ $_->cust_tax_exempt_pkg } + for @$taxables; + foreach my $cust_bill_pkg (@$taxables) { my $cust_pkg = $cust_bill_pkg->cust_pkg; - my $cust_bill = $cust_pkg->cust_bill if $cust_pkg; - my $custnum = $cust_pkg ? $cust_pkg->custnum : $opt{custnum}; my $part_pkg = $cust_bill_pkg->part_pkg; - my $invoice_date = $cust_bill ? $cust_bill->_date : $opt{invoice_date}; - - my $taxable_charged = 0; - $taxable_charged += $cust_bill_pkg->setup - unless $part_pkg->setuptax =~ /^Y$/i - || $self->setuptax =~ /^Y$/i; - $taxable_charged += $cust_bill_pkg->recur - unless $part_pkg->recurtax =~ /^Y$/i - || $self->recurtax =~ /^Y$/i; - - next unless $taxable_charged; + + my @new_exemptions; + my $taxable_charged = $cust_bill_pkg->setup + $cust_bill_pkg->recur + or next; # don't create zero-amount exemptions + + # XXX the following procedure should probably be in cust_bill_pkg + + if ( $exempt_cust ) { + + push @new_exemptions, FS::cust_tax_exempt_pkg->new({ + amount => $taxable_charged, + exempt_cust => 'Y', + }); + $taxable_charged = 0; + + } elsif ( $exempt_cust_taxname ) { + + push @new_exemptions, FS::cust_tax_exempt_pkg->new({ + amount => $taxable_charged, + exempt_cust_taxname => 'Y', + }); + $taxable_charged = 0; + + } + + if ( ($part_pkg->setuptax eq 'Y' or $self->setuptax eq 'Y') + and $cust_bill_pkg->setup > 0 and $taxable_charged > 0 ) { + + push @new_exemptions, FS::cust_tax_exempt_pkg->new({ + amount => $cust_bill_pkg->setup, + exempt_setup => 'Y' + }); + $taxable_charged -= $cust_bill_pkg->setup; + + } + if ( ($part_pkg->recurtax eq 'Y' or $self->recurtax eq 'Y') + and $cust_bill_pkg->recur > 0 and $taxable_charged > 0 ) { + + push @new_exemptions, FS::cust_tax_exempt_pkg->new({ + amount => $cust_bill_pkg->recur, + exempt_recur => 'Y' + }); + $taxable_charged -= $cust_bill_pkg->recur; + + } - if ( $self->exempt_amount && $self->exempt_amount > 0 ) { + if ( $self->exempt_amount && $self->exempt_amount > 0 + and $taxable_charged > 0 ) { #my ($mon,$year) = (localtime($cust_bill_pkg->sdate) )[4,5]; my ($mon,$year) = (localtime( $cust_bill_pkg->sdate || $invoice_date ) )[4,5]; $mon++; + $year += 1900; my $freq = $cust_bill_pkg->freq; unless ($freq) { $freq = $part_pkg->freq || 1; # less trustworthy fallback @@ -294,6 +417,7 @@ sub taxline { AND taxnum = ? AND year = ? AND month = ? + AND exempt_monthly = 'Y' "; my $sth = dbh->prepare($sql) or do { $dbh->rollback if $oldAutoCommit; @@ -302,7 +426,7 @@ sub taxline { $sth->execute( $custnum, $self->taxnum, - 1900+$year, + $year, $mon, ) or do { $dbh->rollback if $oldAutoCommit; @@ -311,9 +435,10 @@ sub taxline { my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0; foreach ( grep { $_->taxnum == $self->taxnum && + $_->exempt_monthly eq 'Y' && $_->month == $mon && - $_->year == 1900+$year - } @exemptions + $_->year == $year + } @existing_exemptions ) { $existing_exemption += $_->amount; @@ -325,42 +450,53 @@ sub taxline { my $addl = $remaining_exemption > $taxable_per_month ? $taxable_per_month : $remaining_exemption; + push @new_exemptions, FS::cust_tax_exempt_pkg->new({ + amount => sprintf('%.2f', $addl), + exempt_monthly => 'Y', + year => $year, + month => $mon, + }); $taxable_charged -= $addl; - - my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( { - 'taxnum' => $self->taxnum, - 'year' => 1900+$year, - 'month' => $mon, - 'amount' => sprintf('%.2f', $addl ), - } ); - if ($cust_bill_pkg->billpkgnum) { - $cust_tax_exempt_pkg->billpkgnum($cust_bill_pkg->billpkgnum); - my $error = $cust_tax_exempt_pkg->insert; - if ( $error ) { - $dbh->rollback if $oldAutoCommit; - return "fatal: can't insert cust_tax_exempt_pkg: $error"; - } - }else{ - push @exemptions, $cust_tax_exempt_pkg; - push @{ $cust_bill_pkg->_cust_tax_exempt_pkg }, $cust_tax_exempt_pkg; - } # if $cust_bill_pkg->billpkgnum - } # if $remaining_exemption > 0 - - #++ + } + last if $taxable_charged < 0.005; + # if they're using multiple months of exemption for a multi-month + # package, then record the exemptions in separate months $mon++; - #until ( $mon < 12 ) { $mon -= 12; $year++; } - until ( $mon < 13 ) { $mon -= 12; $year++; } + if ( $mon > 12 ) { + $mon -= 12; + $year++; + } } #foreach $which_month + } # if exempt_amount - } #if $tax->exempt_amount + $_->taxnum($self->taxnum) foreach @new_exemptions; - $taxable_charged = sprintf( "%.2f", $taxable_charged); + #if ( $cust_bill_pkg->billpkgnum ) { - $amount += $taxable_charged * $self->tax / 100 - } + #no, need to do this to e.g. calculate tax credit amounts + #die "tried to calculate tax exemptions on a previously billed line item\n"; + + # this is unnecessary +# foreach my $cust_tax_exempt_pkg (@new_exemptions) { +# my $error = $cust_tax_exempt_pkg->insert; +# if ( $error ) { +# $dbh->rollback if $oldAutoCommit; +# return "can't insert cust_tax_exempt_pkg: $error"; +# } +# } + #} + + # attach them to the line item + push @{ $cust_bill_pkg->cust_tax_exempt_pkg }, @new_exemptions; + push @existing_exemptions, @new_exemptions; + + # If we were smart, we'd also generate a cust_bill_pkg_tax_location + # record at this point, but that would require redesigning more stuff. + $taxable_charged = sprintf( "%.2f", $taxable_charged); - $dbh->commit or die $dbh->errstr if $oldAutoCommit; + $amount += $taxable_charged * $self->tax / 100; + } #foreach $cust_bill_pkg return { 'name' => $name,