X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Fcust_bill_pkg.cgi;h=1a46b009789037381d247923443fc825fecfe931;hb=dae45b800de33e67dd8836b4dbb57df7595b03b5;hp=b150989ce54190f7654fd18f73aed15508f1b379;hpb=aeae062630d148cad199305dd601ce33e37714f1;p=freeside.git diff --git a/httemplate/search/cust_bill_pkg.cgi b/httemplate/search/cust_bill_pkg.cgi index b150989ce..1a46b0097 100644 --- a/httemplate/search/cust_bill_pkg.cgi +++ b/httemplate/search/cust_bill_pkg.cgi @@ -1,71 +1,150 @@ -<% include( 'elements/search.html', - 'title' => 'Line items', - 'name' => 'line items', +<& elements/search.html, + 'title' => emt('Line items'), + 'name' => emt('line items'), 'query' => $query, 'count_query' => $count_query, - 'count_addl' => [ $money_char. '%.2f total', ], + 'count_addl' => [ $money_char. '%.2f total', + $unearned ? ( $money_char. '%.2f unearned revenue' ) : (), + ], 'header' => [ - '#', - 'Description', - 'Setup charge', - 'Recurring charge', - 'Invoice', - 'Date', + emt('Description'), + ( $unearned + ? ( emt('Unearned'), + emt('Owed'), # useful in 'paid' mode? + emt('Payment date') ) + : ( emt('Setup charge') ) + ), + ( $use_usage eq 'usage' + ? emt('Usage charge') + : emt('Recurring charge') + ), + ( $unearned + ? ( emt('Charge start'), emt('Charge end') ) + : () + ), + emt('Invoice'), + emt('Date'), FS::UI::Web::cust_header(), ], 'fields' => [ - 'billpkgnum', sub { $_[0]->pkgnum > 0 - ? $_[0]->get('pkg') - : $_[0]->get('itemdesc') + ? $_[0]->get('pkg') # possibly use override.pkg + : $_[0]->get('itemdesc') # but i think this correct }, #strikethrough or "N/A ($amount)" or something these when # they're not applicable to pkg_tax search - sub { sprintf($money_char.'%.2f', shift->setup ) }, - sub { sprintf($money_char.'%.2f', shift->recur ) }, + sub { my $cust_bill_pkg = shift; + if ( $unearned ) { + + sprintf($money_char.'%.2f', + $cust_bill_pkg->unearned_revenue) + + } else { + sprintf($money_char.'%.2f', $cust_bill_pkg->setup ); + } + }, + ( $unearned + ? ( $owed_sub, $payment_date_sub, ) + : () + ), + sub { my $row = shift; + my $value = 0; + if ( $use_usage eq 'recurring' or $unearned ) { + $value = $row->recur - $row->usage; + } elsif ( $use_usage eq 'usage' ) { + $value = $row->usage; + } else { + $value = $row->recur; + } + sprintf($money_char.'%.2f', $value ); + }, + ( $unearned + ? ( sub { time2str('%b %d %Y', shift->sdate ) }, + # shift edate back a day + # 82799 = 3600*23 - 1 + # (to avoid skipping a day during DST) + sub { time2str('%b %d %Y', shift->edate - 82799 ) }, + ) + : () + ), 'invnum', sub { time2str('%b %d %Y', shift->_date ) }, \&FS::UI::Web::cust_fields, ], - 'links' => [ + 'sort_fields' => [ '', + 'setup', #broken in $unearned case i guess + ( $unearned ? ('', '') : () ), + ( $use_usage eq 'recurring' or $unearned + ? 'recur - usage' : + $use_usage eq 'usage' + ? 'usage' + : 'recur' + ), + ( $unearned ? ('sdate', 'edate') : () ), + 'invnum', + '_date', + ], + 'links' => [ + #'', '', '', + ( $unearned ? ( '', '' ) : () ), '', + ( $unearned ? ( '', '' ) : () ), $ilink, $ilink, ( map { $_ ne 'Cust. Status' ? $clink : '' } FS::UI::Web::cust_header() ), ], - 'align' => 'rlrrrc'.FS::UI::Web::cust_aligns(), + #'align' => 'rlrrrc'.FS::UI::Web::cust_aligns(), + 'align' => 'lr'. + ( $unearned ? 'rc' : '' ). + 'r'. + ( $unearned ? 'cc' : '' ). + 'rc'. + FS::UI::Web::cust_aligns(), 'color' => [ + #'', '', '', + ( $unearned ? ( '', '' ) : () ), '', - '', + ( $unearned ? ( '', '' ) : () ), '', '', FS::UI::Web::cust_colors(), ], 'style' => [ + #'', '', '', + ( $unearned ? ( '', '' ) : () ), '', - '', + ( $unearned ? ( '', '' ) : () ), '', '', FS::UI::Web::cust_styles(), ], - ) -%> +&> <%init> +#LOTS of false laziness below w/cust_credit_bill_pkg.cgi + die "access denied" unless $FS::CurrentUser::CurrentUser->access_right('Financial reports'); my $conf = new FS::Conf; +my $unearned = ''; +my $unearned_mode = ''; +my $unearned_base = ''; +my $unearned_sql = ''; + +my @select = ( 'cust_bill_pkg.*', 'cust_bill._date' ); +my ($join_cust, $join_pkg ) = ('', ''); + #here is the agent virtualization my $agentnums_sql = $FS::CurrentUser::CurrentUser->agentnums_sql( 'table' => 'cust_main' ); @@ -73,53 +152,88 @@ my $agentnums_sql = my @where = ( $agentnums_sql ); my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi); -push @where, "_date >= $beginning", - "_date <= $ending"; -push @where , " payby != 'COMP' " - unless $cgi->param('include_comp_cust'); +if ( $cgi->param('status') =~ /^([a-z]+)$/ ) { + push @where, FS::cust_main->cust_status_sql . " = '$1'"; +} + +if ( $cgi->param('distribute') == 1 ) { + push @where, "sdate <= $ending", + "edate > $beginning", + ; +} +else { + push @where, "cust_bill._date >= $beginning", + "cust_bill._date <= $ending"; +} if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) { push @where, "cust_main.agentnum = $1"; } +if ( $cgi->param('refnum') =~ /^(\d+)$/ ) { + push @where, "cust_main.refnum = $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 ) { - push @where, "classnum IS NULL"; + $comparison = "IS NULL"; } else { - push @where, "classnum = $1"; + $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 '. + # ' ) ' + # } + # $cgi->param('taxclass') + # ). + # ' ) '; + # + #} else { + + push @where, ' part_pkg.taxclass IN ( '. + join(', ', map dbh->quote($_), $cgi->param('taxclass') ). + ' ) '; + + #} + } -push @where, map ' taxclass = '.dbh->quote($_), $cgi->param('taxclass') - 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?) - -#sub _where { -# my $table = shift; -# my $prefix = @_ ? shift : ''; -# " -# ( cust_main_county.county = $table.${prefix}.county -# OR ( cust_main_county.county IS NULL AND $table.${prefix}.county = '' ) -# OR ( cust_main_county.county = '' AND $table.${prefix}.county IS NULL) -# OR ( cust_main_county.county IS NULL AND $table.${prefix}.county IS NULL) -# ) -# AND ( cust_main_county.state = $table.${prefix}.state -# OR ( cust_main_county.state IS NULL AND $table.${prefix}.state = '' ) -# OR ( cust_main_county.state = '' AND $table.${prefix}.state IS NULL ) -# OR ( cust_main_county.state IS NULL AND $table.${prefix}.state IS NULL ) -# ) -# AND cust_main_county.country = $table.${prefix}.country -# "; -# -#} +my @loc_param = qw( district city county state country ); if ( $cgi->param('out') ) { @@ -140,10 +254,9 @@ if ( $cgi->param('out') ) { "; #not linked to by anything, but useful for debugging "out of taxable region" - if ( grep $cgi->param($_), qw( county state country ) ) { + if ( grep $cgi->param($_), @loc_param ) { - my %ph = map { $_ => dbh->quote( $cgi->param($_) ) } - qw( county state country ); + 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 @@ -166,9 +279,9 @@ if ( $cgi->param('out') ) { my $locs_sql = ' ( '. join(' OR ', map { - my %ph = ( 'county' => $_, + my %ph = ( 'county' => dbh->quote($_), map { $_ => dbh->quote( $cgi->param($_) ) } - qw( state country ) + qw( district city state country ) ); my ( $loc_sql, @param ) = FS::cust_pkg->location_sql; @@ -186,8 +299,7 @@ if ( $cgi->param('out') ) { } else { - my %ph = map { $_ => dbh->quote( $cgi->param($_) ) } - qw( county state country ); + 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 @@ -211,8 +323,11 @@ if ( $cgi->param('out') ) { #warn "neither nottax nor istax parameters specified"; } - if ( $cgi->param('taxclassNULL') ) { - + if ( $cgi->param('taxclassNULL') + && ! $cgi->param('istax') #no part_pkg.taxclass in this case + #(see comment above?) + ) + { my %hash = ( 'country' => scalar($cgi->param('country')) ); foreach (qw( state county )) { $hash{$_} = scalar($cgi->param($_)) if $cgi->param($_); @@ -221,29 +336,80 @@ if ( $cgi->param('out') ) { die "unknown base region for empty taxclass" unless $cust_main_county; my $same_sql = $cust_main_county->sql_taxclass_sameregion; + $same_sql =~ s/taxclass/part_pkg.taxclass/g; 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 + push @where, FS::tax_rate_location->location_sql( + map { $_ => (scalar($cgi->param($_)) || '') } + qw( district city county state locationtaxid ) + ); - 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( county state city locationtaxid ); +# unearned revenue mode +if ( $cgi->param('unearned_now') =~ /^(\d+)$/ ) { - push @where, - join( ' AND ', map { "( $_ = $ph{$_} OR $ph{$_} = '' AND $_ IS NULL)" } - keys %ph - ); + $unearned = $1; + $unearned_mode = $cgi->param('mode'); + + push @where, "cust_bill_pkg.sdate < $unearned", + "cust_bill_pkg.edate > $unearned", + "cust_bill_pkg.recur != 0", + "part_pkg.freq != '0'"; + + if ( !$cgi->param('include_monthly') ) { + push @where, + "part_pkg.freq != '1'", + "part_pkg.freq NOT LIKE '%h'", + "part_pkg.freq NOT LIKE '%d'", + "part_pkg.freq NOT LIKE '%w'"; + } + + my $usage_sql = FS::cust_bill_pkg->usage_sql; + push @select, "($usage_sql) AS usage"; # we need this + my $paid_sql = 'GREATEST(' . + FS::cust_bill_pkg->paid_sql($unearned, '', setuprecur => 'recur') . + " - $usage_sql, 0)"; + + push @select, "$paid_sql AS paid_no_usage"; # need this either way + + if ( $unearned_mode eq 'paid' ) { + # then use the amount paid, minus usage charges + $unearned_base = $paid_sql; + } + else { + # use the amount billed, minus usage charges and credits + $unearned_base = "GREATEST( cust_bill_pkg.recur - ". + FS::cust_bill_pkg->credited_sql($unearned, '', setuprecur => 'recur') . + " - $usage_sql, 0)"; + # include only rows that have some non-usage, non-credited portion + } + # whatever we're using as the base, only show rows where it's positive + push @where, "$unearned_base > 0"; + + my $period = "CAST(cust_bill_pkg.edate - cust_bill_pkg.sdate AS REAL)"; + my $elapsed = "GREATEST( $unearned - cust_bill_pkg.sdate, 0 )"; + my $remaining = "(1 - $elapsed/$period)"; + + $unearned_sql = "CAST( $unearned_base * $remaining AS DECIMAL(10,2) )"; + push @select, "$unearned_sql AS unearned_revenue"; + + # last payment/credit date + my %t = (pay => 'cust_bill_pay', credit => 'cust_credit_bill'); + foreach my $x (qw(pay credit)) { + my $table = $t{$x}; + my $link = $table.'_pkg'; + my $pkey = dbdef->table($table)->primary_key; + my $last_date_sql = "SELECT MAX(_date) + FROM $table JOIN $link USING ($pkey) + WHERE $link.billpkgnum = cust_bill_pkg.billpkgnum + AND $table._date <= $unearned"; + push @select, "($last_date_sql) AS last_$x"; + } } @@ -271,7 +437,26 @@ if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ && $cgi->param('istax') ) { push @where, 'cust_bill_pkg.pkgnum != 0' if $cgi->param('nottax'); push @where, 'cust_bill_pkg.pkgnum = 0' if $cgi->param('istax'); -push @where, " tax = 'Y' " if $cgi->param('cust_tax'); +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 $use_usage = $cgi->param('use_usage'); my $count_query; if ( $cgi->param('pkg_tax') ) { @@ -337,38 +522,70 @@ if ( $cgi->param('pkg_tax') ) { } else { - $count_query = - "SELECT COUNT(*), SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)"; - -} + if ( $use_usage ) { + $count_query = "SELECT COUNT(*), "; + } else { + $count_query = "SELECT COUNT(DISTINCT billpkgnum), "; + } -my $where = ' WHERE '. join(' AND ', @where); + if ( $unearned ) { + $count_query .= "SUM( $unearned_base ), SUM( $unearned_sql )"; + } elsif ( $use_usage eq 'recurring' ) { + $count_query .= "SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - usage)"; + } elsif ( $use_usage eq 'usage' ) { + $count_query .= "SUM(usage)"; + } elsif ( scalar( grep( /locationtaxid/, $cgi->param ) ) ) { + $count_query .= "SUM( COALESCE(cust_bill_pkg_tax_rate_location.amount, cust_bill_pkg.setup + cust_bill_pkg.recur))"; + } elsif ( $cgi->param('iscredit') eq 'rate') { + $count_query .= "SUM( cust_credit_bill_pkg.amount )"; + } else { + $count_query .= "SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)"; + } -my $join_cust = ' JOIN cust_bill USING ( invnum ) - LEFT JOIN cust_main USING ( custnum ) '; +} +$join_cust = ' JOIN cust_bill USING ( invnum ) + LEFT JOIN cust_main USING ( custnum ) '; -my $join_pkg; if ( $cgi->param('nottax') ) { - $join_pkg = ' LEFT JOIN cust_pkg USING ( pkgnum ) - LEFT JOIN part_pkg USING ( pkgpart ) '; + $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 ( $conf->exists('tax-pkg_address') ) { - $join_pkg .= ' LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum ) - LEFT JOIN cust_location USING ( locationnum ) '; + if ( scalar( grep( /locationtaxid/, $cgi->param ) ) || + $cgi->param('iscredit') eq 'rate') { - #quelle kludge, false laziness w/report_tax.cgi - $where =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g; - } elsif ( scalar( grep( /locationtaxid/, $cgi->param ) ) ) { $join_pkg .= ' LEFT JOIN cust_bill_pkg_tax_rate_location USING ( billpkgnum ) '. ' 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; + } + + if ( $cgi->param('iscredit') ) { + $join_pkg .= ' JOIN cust_credit_bill_pkg 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"; + } } } else { @@ -381,13 +598,23 @@ if ( $cgi->param('nottax') ) { } -$count_query .= " FROM cust_bill_pkg $join_cust $join_pkg $where"; +my $where = ' WHERE '. join(' AND ', @where); + +if ($use_usage) { + $count_query .= + " FROM (SELECT cust_bill_pkg.setup, cust_bill_pkg.recur, + ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_bill_pkg_detail + WHERE cust_bill_pkg.billpkgnum = cust_bill_pkg_detail.billpkgnum + ) AS usage FROM cust_bill_pkg $join_cust $join_pkg $where + ) AS countquery"; +} else { + $count_query .= " FROM cust_bill_pkg $join_cust $join_pkg $where"; +} + +push @select, 'part_pkg.pkg', + 'part_pkg.freq', + unless $cgi->param('istax'); -my @select = ( - 'cust_bill_pkg.*', - 'cust_bill._date', - ); -push @select, 'part_pkg.pkg' unless $cgi->param('istax'); push @select, 'cust_main.custnum', FS::UI::Web::cust_sql_fields(); @@ -395,9 +622,9 @@ my $query = { 'table' => 'cust_bill_pkg', 'addl_from' => "$join_cust $join_pkg", 'hashref' => {}, - 'select' => join(', ', @select ), + 'select' => join(",\n", @select ), 'extra_sql' => $where, - 'order_by' => 'ORDER BY _date, billpkgnum', + 'order_by' => 'ORDER BY cust_bill._date, billpkgnum', }; my $ilink = [ "${p}view/cust_bill.cgi?", 'invnum' ]; @@ -406,4 +633,16 @@ my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ]; my $conf = new FS::Conf; my $money_char = $conf->config('money_char') || '$'; +my $owed_sub = sub { + $money_char . shift->get('owed') # owed_recur is not correct here +}; +my $payment_date_sub = sub { + #my $cust_bill_pkg = shift; + my @cust_pay = sort { $a->_date <=> $b->_date } + map $_->cust_bill_pay->cust_pay, + shift->cust_bill_pay_pkg('recur') #recur :/ + or return ''; + time2str('%b %d %Y', $cust_pay[-1]->_date ); +}; +