X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=0cd652d8366255b2693a4b01b57a78eaeedc4a39;hb=8dba5cb96454bf8ec81333ebac381180731396f1;hp=8062479b5982d53d008309b2167a1e6235a97273;hpb=b50b2e5f94774268c271484f9c07bfe316f95527;p=freeside.git
diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi
index 8062479b5..0cd652d83 100755
--- a/httemplate/search/report_tax.cgi
+++ b/httemplate/search/report_tax.cgi
@@ -1,94 +1,797 @@
-<%
-#!/usr/bin/perl -Tw
-#
-# $Id: report_tax.cgi,v 1.1 2002-02-22 23:18:34 jeff Exp $
-#
-# Usage: post form to:
-# http://server.name/path/svc_domain.cgi
-#
-# ivan@voicenet.com 96-mar-5
-#
-# need to look at table in results to make it more readable
-#
-# ivan@voicenet.com
-#
-# rewrite ivan@sisd.com 98-mar-15
-#
-# Changes to allow page to work at a relative position in server
-# bmccane@maxbaud.net 98-apr-3
-#
-# $Log: report_tax.cgi,v $
-# Revision 1.1 2002-02-22 23:18:34 jeff
-# add some reporting features
-#
-# Revision 1.1 2002/02/05 15:22:00 jeff
-# preserving state prior to 1.4.0pre7 upgrade
-#
-# Revision 1.2 2000/09/20 19:25:19 jeff
-# local modifications
-#
-# Revision 1.1.1.1 2000/09/18 06:26:58 jeff
-# Import of Freeside 1.2.3
-#
-# Revision 1.10 1999/07/20 06:03:36 ivan
-# s/CGI::Request/CGI/; (how'd i miss that before?)
-#
-# Revision 1.9 1999/04/09 04:22:34 ivan
-# also table()
-#
-# Revision 1.8 1999/04/09 03:52:55 ivan
-# explicit & for table/itable/ntable
-#
-# Revision 1.7 1999/02/28 00:03:56 ivan
-# removed misleading comments
-#
-# Revision 1.6 1999/02/09 09:22:58 ivan
-# visual and bugfixes
-#
-# Revision 1.5 1999/01/19 05:14:16 ivan
-# for mod_perl: no more top-level my() variables; use vars instead
-# also the last s/create/new/;
-#
-# Revision 1.4 1999/01/18 09:41:40 ivan
-# all $cgi->header calls now include ( '-expires' => 'now' ) for mod_perl
-# (good idea anyway)
-#
-# Revision 1.3 1998/12/17 09:41:11 ivan
-# s/CGI::(Base|Request)/CGI.pm/;
+<% include("/elements/header.html", "$agentname Tax Report - ".
+ ( $beginning
+ ? time2str('%h %o %Y ', $beginning )
+ : ''
+ ).
+ 'through '.
+ ( $ending == 4294967295
+ ? 'now'
+ : time2str('%h %o %Y', $ending )
+ )
+ )
+%>
+
+Download full results
+as Excel spreadsheet
+ |
+
+<% include('/elements/table-grid.html') %>
+
+
+ |
+ Sales |
+ |
+ Rate |
+ |
+ Tax owed |
+% unless ( $cgi->param('show_taxclasses') ) {
+ Tax invoiced |
+ |
+ Tax credited |
+ |
+ Tax collected |
+% }
+
+
+
+ Total |
+ |
+ Non-taxable |
+ |
+ Non-taxable |
+ |
+ Non-taxable |
+ |
+ Taxable |
+
+
+
+ (tax-exempt customer) |
+ (tax-exempt package) |
+ (monthly exemption) |
+
+
+% my $bgcolor1 = '#eeeeee';
+% my $bgcolor2 = '#ffffff';
+% my $bgcolor;
+%
+% foreach my $region ( @regions ) {
+%
+% my $link = '';
+% if ( $region->{'label'} eq $out ) {
+% $link = ';out=1';
+% } else {
+% $link = ';'. $region->{'url_param'}
+% if $region->{'url_param'};
+% }
+%
+% if ( $bgcolor eq $bgcolor1 ) {
+% $bgcolor = $bgcolor2;
+% } else {
+% $bgcolor = $bgcolor1;
+% }
+%
+% #my $diff = 0;
+% my $hicolor = $bgcolor;
+% unless ( $cgi->param('show_taxclasses') ) {
+% my $diff = abs( sprintf( '%.2f', $region->{'owed'} )
+% - sprintf( '%.2f', $region->{'tax'} )
+% );
+% if ( $diff > 0.02 ) {
+% # $hicolor = $hicolor eq '#eeeeee' ? '#eeee66' : '#ffff99';
+% #} elsif ( $diff ) {
+% $hicolor = $hicolor eq '#eeeeee' ? '#eeee99' : '#ffffcc';
+% }
+% }
+%
+%
+% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+% my $tdh = qq(TD CLASS="grid" BGCOLOR="$hicolor");
+% my $bigmath = '';
+% my $bme = '';
+
+
+ <<%$td%>><% $region->{'label'} %>
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'total'} ) %>
+
+ <<%$td%>> -
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'exempt_cust'} ) %>
+
+ <<%$td%>> -
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'exempt_pkg'} ) %>
+
+ <<%$td%>> -
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'exempt_monthly'} ) %>
+
+ <<%$td%>> =
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'taxable'} ) %>
+
+ <<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath X $bme" %>
+ <<%$td%> ALIGN="right"><% $region->{'rate'} %>
+ <<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath = $bme" %>
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'owed'} ) %>
+
+
+% unless ( $cgi->param('show_taxclasses') ) {
+% my $invlink = $region->{'url_param_inv'}
+% ? ';'. $region->{'url_param_inv'}
+% : $link;
+
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'tax'} ) %>
+
+ <<%$tdh%>> -
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'credit'} ) %>
+
+ <<%$tdh%>> =
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'tax'} - $region->{'credit'} ) %>
+
+% }
+
+
+% }
+
+
+
+% if ( $cgi->param('show_taxclasses') ) {
+
+
+ <% include('/elements/table-grid.html') %>
+
+ |
+ Tax invoiced |
+ |
+ Tax credited |
+ |
+ Tax collected |
+
+
+% #some false laziness w/above
+% $bgcolor1 = '#eeeeee';
+% $bgcolor2 = '#ffffff';
+%
+% foreach my $region ( @base_regions ) {
+%
+% my $link = '';
+% if ( $region->{'label'} eq $out ) {
+% $link = ';out=1';
+% } else {
+% $link = ';'. $region->{'url_param'}
+% if $region->{'url_param'};
+% }
+%
+% if ( $bgcolor eq $bgcolor1 ) {
+% $bgcolor = $bgcolor2;
+% } else {
+% $bgcolor = $bgcolor1;
+% }
+% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+% my $tdh = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+%
+% #?
+% my $invlink = $region->{'url_param_inv'}
+% ? ';'. $region->{'url_param_inv'}
+% : $link;
+
+
+ <<%$td%>><% $region->{'label'} %>
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'tax'} ) %>
+
+ <<%$td%>> -
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'credit'} ) %>
+
+ <<%$td%>> =
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'tax'} - $region->{'credit'} ) %>
+
+
+
+% }
+
+% if ( $bgcolor eq $bgcolor1 ) {
+% $bgcolor = $bgcolor2;
+% } else {
+% $bgcolor = $bgcolor1;
+% }
+% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+
+
+ <<%$td%>>Total
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $tot_tax ) %>
+
+ <<%$td%>> -
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $tot_credit ) %>
+
+ <<%$td%>> =
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $tot_tax - $tot_credit ) %>
+
+
+
+
+
+% }
+
+<% include('/elements/footer.html') %>
+
+<%init>
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my $conf = new FS::Conf;
+
+my $user = getotaker;
+
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+
+my $join_cust = ' JOIN cust_bill USING ( invnum )
+ LEFT JOIN cust_main USING ( custnum ) ';
+my $join_cust_pkg = $join_cust.
+ ' LEFT JOIN cust_pkg USING ( pkgnum )
+ LEFT JOIN part_pkg USING ( pkgpart ) ';
+$join_cust_pkg .= ' LEFT JOIN cust_location USING ( locationnum )'
+ if $conf->exists('tax-pkg_address');
+
+my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
+
+my $where = "WHERE _date >= $beginning AND _date <= $ending ";
+
+my( $location_sql, @base_param ) = FS::cust_pkg->location_sql;
+$where .= " AND $location_sql ";
+
+my $agentname = '';
+if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ my $agent = qsearchs('agent', { 'agentnum' => $1 } );
+ die "agent not found" unless $agent;
+ $agentname = $agent->agent;
+ $where .= ' AND cust_main.agentnum = '. $agent->agentnum;
+}
+
+sub gotcust {
+ my $table = shift;
+ my $prefix = @_ ? shift : '';
+ "
+ ( $table.${prefix}city = cust_main_county.city
+ OR cust_main_county.city = ''
+ OR cust_main_county.city IS NULL )
+ AND ( $table.${prefix}county = cust_main_county.county
+ OR cust_main_county.county = ''
+ OR cust_main_county.county IS NULL )
+ AND ( $table.${prefix}state = cust_main_county.state
+ OR cust_main_county.state = ''
+ OR cust_main_county.state IS NULL )
+ AND ( $table.${prefix}country = cust_main_county.country )
+ ";
+}
+
+my $gotcust;
+if ( $conf->exists('tax-ship_address') ) {
+
+ $gotcust = "
+ ( cust_main_county.country = cust_main.country
+ OR cust_main_county.country = cust_main.ship_country
+ )
+
+ AND
+
+ (
+ ( ( ship_last IS NULL OR ship_last = '' )
+ AND ". gotcust('cust_main'). "
+ )
+ OR
+ ( ship_last IS NOT NULL AND ship_last != ''
+ AND ". gotcust('cust_main', 'ship_'). "
+ )
+ )
+ ";
+
+} else {
+
+ $gotcust = gotcust('cust_main');
+
+}
+if ( $conf->exists('tax-pkg_address') ) {
+ $gotcust = "
+ ( cust_pkg.locationnum IS NULL AND $gotcust)
+ OR ( cust_pkg.locationnum IS NOT NULL AND ". gotcust('cust_location'). " )";
+ $gotcust =
+ "WHERE 0 < ( SELECT COUNT(*) FROM cust_pkg
+ LEFT JOIN cust_main USING ( custnum )
+ LEFT JOIN cust_location USING ( locationnum )
+ WHERE $gotcust
+ LIMIT 1
+ )
+ ";
+} else {
+ $gotcust =
+ "WHERE 0 < ( SELECT COUNT(*) FROM cust_main WHERE $gotcust LIMIT 1 )";
+}
+
+my $out = 'Out of taxable region(s)';
+my %regions = ();
+
+foreach my $r ( qsearch({ 'table' => 'cust_main_county',
+ 'extra_sql' => $gotcust,
+ })
+ )
+{
+ #warn $r->county. ' '. $r->state. ' '. $r->country. "\n";
+
+ my $label = getlabel($r);
+ $regions{$label}->{'label'} = $label;
+
+ $regions{$label}->{$_} = $r->$_() for (qw( county state country )); #taxname?
+
+ my @url_param = qw( county state country taxname );
+ push @url_param, 'city' if $cgi->param('show_cities') && $r->city();
+
+ $regions{$label}->{'url_param'} =
+ join(';', map "$_=".uri_escape($r->$_()), @url_param );
+
+ my @param = @base_param;
+ my $mywhere = $where;
+
+ if ( $r->taxclass ) {
+
+ $mywhere .= " AND taxclass = ? ";
+ push @param, 'taxclass';
+ $regions{$label}->{'url_param'} .= ';taxclass='. uri_escape($r->taxclass);
+ #no, always# if $cgi->param('show_taxclasses');
+
+ $regions{$label}->{'taxclass'} = $r->taxclass;
+
+ } else {
+
+ my $same_sql = $r->sql_taxclass_sameregion;
+ $mywhere .= " AND $same_sql" if $same_sql;
+
+ $regions{$label}->{'url_param'} .= ';taxclassNULL=1'
+ if $cgi->param('show_taxclasses')
+ || $same_sql;
+
+ }
+
+ my $fromwhere = "$from_join_cust_pkg $mywhere"; # AND payby != 'COMP' ";
+
+# my $label = getlabel($r);
+# $regions{$label}->{'label'} = $label;
+
+ my $nottax = 'pkgnum != 0';
+
+ ## calculate total for this region
+
+ my $t_sql =
+ "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax";
+ my $t = scalar_sql($r, \@param, $t_sql);
+ $regions{$label}->{'total'} += $t;
+
+ #if ( $label eq $out ) # && $t ) {
+ # warn "adding $t for ".
+ # join('/', map $r->$_, qw( taxclass county state country ) ). "\n";
+ # #warn $t_sql if $r->state eq 'FL';
+ #}
+
+ ## calculate customer-exemption for this region
+
+## my $taxable = $t;
+
+# my($taxable, $x_cust) = (0, 0);
+# foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i }
+# qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) {
+# $taxable += scalar_sql($r, \@param,
+# "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )"
+# );
#
+# $x_cust += scalar_sql($r, \@param,
+# "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'"
+# );
+# }
+
+ #false laziness -ish w/report_tax.cgi
+ my $cust_exempt;
+ if ( $r->taxname ) {
+ my $q_taxname = dbh->quote($r->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' ";
+ }
-use strict;
-use vars qw( $conf $cgi $beginning $ending );
-use CGI;
-use CGI::Carp qw(fatalsToBrowser);
-use FS::UID qw(cgisuidsetup);
-use FS::CGI qw(popurl idiot header table);
-use FS::Record qw(qsearch qsearchs);
-use FS::Conf;
+ my $x_cust = scalar_sql($r, \@param,
+ "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur)
+ $fromwhere AND $nottax AND $cust_exempt "
+ );
-$cgi = new CGI;
-&cgisuidsetup($cgi);
+ $regions{$label}->{'exempt_cust'} += $x_cust;
+
+ ## calculate package-exemption for this region
-$conf = new FS::Conf;
+ my $x_pkg = scalar_sql($r, \@param,
+ "SELECT SUM(
+ ( CASE WHEN part_pkg.setuptax = 'Y'
+ THEN cust_bill_pkg.setup
+ ELSE 0
+ END
+ )
+ +
+ ( CASE WHEN part_pkg.recurtax = 'Y'
+ THEN cust_bill_pkg.recur
+ ELSE 0
+ END
+ )
+ )
+ $fromwhere
+ AND $nottax
+ AND (
+ ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
+ OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 )
+ )
+ AND ( tax != 'Y' OR tax IS NULL )
+ "
+ );
+ $regions{$label}->{'exempt_pkg'} += $x_pkg;
-$cgi->param('beginning') =~ /^([ 0-9\-\/]{0,10})$/;
-$beginning = $1;
+ ## calculate monthly exemption (texas tax) for this region
-$cgi->param('ending') =~ /^([ 0-9\-\/]{0,10})$/;
-$ending = $1;
+ # count up all the cust_tax_exempt_pkg records associated with
+ # the actual line items.
- print $cgi->header( '-expires' => '-2m' ),
- header('Tax Report Results');
+ my $x_monthly = scalar_sql($r, \@param,
+ "SELECT SUM(amount)
+ FROM cust_tax_exempt_pkg
+ JOIN cust_bill_pkg USING ( billpkgnum )
+ $join_cust_pkg
+ $mywhere"
+ );
+ $regions{$label}->{'exempt_monthly'} += $x_monthly;
- open (REPORT, "/usr/bin/freeside-tax-report -v -s $beginning -d $ending freeside |");
+ my $taxable = $t - $x_cust - $x_pkg - $x_monthly;
+ $regions{$label}->{'taxable'} += $taxable;
- print '';
- while() {
- print $_;
+ $regions{$label}->{'owed'} += $taxable * ($r->tax/100);
+
+ if ( defined($regions{$label}->{'rate'})
+ && $regions{$label}->{'rate'} != $r->tax.'%' ) {
+ $regions{$label}->{'rate'} = 'variable';
+ } else {
+ $regions{$label}->{'rate'} = $r->tax.'%';
}
- print '
';
- print '