X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=111f22d3d6cf59d8bd5d2007d0ee82d1a82558f3;hb=ac01b85bf09d058d3cda097dffbf4e8fce5f4305;hp=569e6e79afa55803236d16367a786d1b0ba620a9;hpb=3ce7691203a7737406bf2d4442f7fd84b81f847e;p=freeside.git
diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi
index 569e6e79a..111f22d3d 100755
--- a/httemplate/search/report_tax.cgi
+++ b/httemplate/search/report_tax.cgi
@@ -1,539 +1,474 @@
-%
-%
-%my $conf = new FS::Conf;
-%my $money_char = $conf->config('money_char') || '$';
-%
-%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 $from_join_cust = "
-% FROM cust_bill_pkg
-% $join_cust
-%";
-%my $join_pkg = "
-% LEFT JOIN cust_pkg USING ( pkgnum )
-% LEFT JOIN part_pkg USING ( pkgpart )
-%";
-%
-%my $where = "WHERE _date >= $beginning AND _date <= $ending ";
-%my @base_param = qw( county county state state country );
-%if ( $conf->exists('tax-ship_address') ) {
-%
-% $where .= "
-% AND ( ( ( ship_last IS NULL OR ship_last = '' )
-% AND ( county = ? OR ? = '' )
-% AND ( state = ? OR ? = '' )
-% AND country = ?
-% )
-% OR ( ship_last IS NOT NULL AND ship_last != ''
-% AND ( ship_county = ? OR ? = '' )
-% AND ( ship_state = ? OR ? = '' )
-% AND ship_country = ?
-% )
-% )
-% ";
-% # AND payby != 'COMP'
-%
-% push @base_param, @base_param;
-%
-%} else {
-%
-% $where .= "
-% AND ( county = ? OR ? = '' )
-% AND ( state = ? OR ? = '' )
-% AND country = ?
-% ";
-% # AND payby != 'COMP'
-%
-%}
-%
-%my $agentname = '';
-%if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
-% my $agent = qsearchs('agent', { 'agentnum' => $1 } );
-% die "agent not found" unless $agent;
-% $agentname = $agent->agent;
-% $where .= ' AND agentnum = '. $agent->agentnum;
-%}
-%
-%my $gotcust = "
-% WHERE 0 < ( SELECT COUNT(*) FROM cust_main
-%";
-%if ( $conf->exists('tax-ship_address') ) {
-%
-% $gotcust .= "
-% WHERE
-%
-% ( 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 ( cust_main_county.country = cust_main.country )
-% AND ( cust_main_county.state = cust_main.state
-% OR cust_main_county.state = ''
-% OR cust_main_county.state IS NULL )
-% AND ( cust_main_county.county = cust_main.county
-% OR cust_main_county.county = ''
-% OR cust_main_county.county IS NULL )
-% )
-%
-% OR
-%
-% ( ship_last IS NOT NULL AND ship_last != ''
-% AND ( cust_main_county.country = cust_main.ship_country )
-% AND ( cust_main_county.state = cust_main.ship_state
-% OR cust_main_county.state = ''
-% OR cust_main_county.state IS NULL )
-% AND ( cust_main_county.county = cust_main.ship_county
-% OR cust_main_county.county = ''
-% OR cust_main_county.county IS NULL )
-% )
-%
-% )
-%
-% LIMIT 1
-% )
-% ";
-%
-%} else {
-%
-% $gotcust .= "
-% WHERE ( cust_main.county = cust_main_county.county
-% OR cust_main_county.county = ''
-% OR cust_main_county.county IS NULL )
-% AND ( cust_main.state = cust_main_county.state
-% OR cust_main_county.state = ''
-% OR cust_main_county.state IS NULL )
-% AND ( cust_main.country = cust_main_county.country )
-% LIMIT 1
-% )
-% ";
-%
-%}
-%
-%my($total, $tot_taxable, $owed, $tax) = ( 0, 0, 0, 0, 0 );
-%my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 0 );
-%my $out = 'Out of taxable region(s)';
-%my %regions = ();
-%foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) {
-% #warn $r->county. ' '. $r->state. ' '. $r->country. "\n";
-%
-% my $label = getlabel($r);
-% $regions{$label}->{'label'} = $label;
-% $regions{$label}->{'url_param'} = join(';', map "$_=".$r->$_(), qw( county state country ) );
-%
-% my @param = @base_param;
-% my $mywhere = $where;
-%
-% if ( $r->taxclass ) {
-% $mywhere .= " AND taxclass = ? ";
-% push @param, 'taxclass';
-% $regions{$label}->{'url_param'} .= ';taxclass='. $r->taxclass
-% if $cgi->param('show_taxclasses');
-% }
-%
-% my $fromwhere = $from_join_cust. $join_pkg. $mywhere. " AND payby != 'COMP' ";
-%
-%# my $label = getlabel($r);
-%# $regions{$label}->{'label'} = $label;
-%
-% my $nottax = 'pkgnum != 0';
-%
-% ## calculate total for this region
-%
-% my $t = scalar_sql($r, \@param,
-% "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax"
-% );
-% $total += $t;
-% $regions{$label}->{'total'} += $t;
-%
-% ## 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'"
-%# );
-%# }
-%
-% my $x_cust = scalar_sql($r, \@param,
-% "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur)
-% $fromwhere AND $nottax AND tax = 'Y' "
-% );
-%
-% $exempt_cust += $x_cust;
-% $regions{$label}->{'exempt_cust'} += $x_cust;
-%
-% ## calculate package-exemption for this region
-%
-% 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 )
-% "
-% );
-% $exempt_pkg += $x_pkg;
-% $regions{$label}->{'exempt_pkg'} += $x_pkg;
-%
-% ## calculate monthly exemption (texas tax) for this region
-%
-% # count up all the cust_tax_exempt_pkg records associated with
-% # the actual line items.
-%
-% my $x_monthly = scalar_sql($r, \@param,
-% "SELECT SUM(amount)
-% FROM cust_tax_exempt_pkg
-% JOIN cust_bill_pkg USING ( billpkgnum )
-% $join_cust $join_pkg
-% $mywhere"
-% );
-%# if ( $x_monthly ) {
-%# #warn $r->taxnum(). ": $x_monthly\n";
-%# $taxable -= $x_monthly;
-%# }
-%
-% $exempt_monthly += $x_monthly;
-% $regions{$label}->{'exempt_monthly'} += $x_monthly;
-%
-% my $taxable = $t - $x_cust - $x_pkg - $x_monthly;
-%
-% $tot_taxable += $taxable;
-% $regions{$label}->{'taxable'} += $taxable;
-%
-% $owed += $taxable * ($r->tax/100);
-% $regions{$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.'%';
-% }
-%
-%}
-%
-%my $taxwhere = "$from_join_cust $where AND payby != 'COMP' ";
-%my @taxparam = @base_param;
-%my %base_regions = ();
-%#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. " AND payby != 'COMP' ";
-% #my @param = @base_param;
-%
-% #match itemdesc if necessary!
-% 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;
-%
-% if ( $cgi->param('show_taxclasses') ) {
-% my $base_label = getlabel($r, 'no_taxclass'=>1 );
-% $base_regions{$base_label}->{'label'} = $base_label;
-% $base_regions{$base_label}->{'url_param'} =
-% join(';', map "$_=".$r->$_(), qw( county state country ) );
-% $base_regions{$base_label}->{'tax'} += $x;
-% }
-%
-%}
-%
-%#ordering
-%my @regions =
-% map $regions{$_},
-% sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
-% keys %regions;
-%
-%my @base_regions =
-% map $base_regions{$_},
-% sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
-% keys %base_regions;
-%
-%push @regions, {
-% 'label' => 'Total',
-% 'url_param' => '',
-% 'total' => $total,
-% 'exempt_cust' => $exempt_cust,
-% 'exempt_pkg' => $exempt_pkg,
-% 'exempt_monthly' => $exempt_monthly,
-% 'taxable' => $tot_taxable,
-% 'rate' => '',
-% 'owed' => $owed,
-% 'tax' => $tax,
-%};
-%
-%#--
-%
-%sub getlabel {
-% my $r = shift;
-% my %opt = @_;
-%
-% my $label;
-% if (
-% $r->tax == 0
-% && ! scalar( qsearch('cust_main_county', { 'state' => $r->state,
-% 'county' => $r->county,
-% 'country' => $r->country,
-% 'tax' => { op=>'>', value=>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;
-% $label = "$label (". $r->taxclass. ")"
-% if $r->taxclass
-% && $cgi->param('show_taxclasses')
-% && ! $opt{'no_taxclass'};
-% #$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 {
-% my( $r, $param, $sql ) = @_;
-% #warn "$sql\n";
-% my $sth = dbh->prepare($sql) or die dbh->errstr;
-% $sth->execute( map $r->$_(), @$param )
-% or die "Unexpected error executing statement $sql: ". $sth->errstr;
-% $sth->fetchrow_arrayref->[0] || 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";
-%
-
-
-<% include("/elements/header.html", "$agentname Sales Tax Report - ".
- ( $beginning
- ? time2str('%h %o %Y ', $beginning )
- : ''
- ).
- 'through '.
- ( $ending == 4294967295
- ? 'now'
- : time2str('%h %o %Y', $ending )
- ),
- menubar( 'Main Menu'=>$p, )
- )
-%>
-
-<% include('/elements/table-grid.html') %>
+<& /elements/header.html, "$agentname Tax Report: ".
+ ( $beginning
+ ? time2str('%h %o %Y ', $beginning )
+ : ''
+ ).
+ 'through '.
+ ( $ending == 4294967295
+ ? 'now'
+ : time2str('%h %o %Y', $ending )
+ ). ' - ' . $taxname
+&>
+
+Download full results
+as Excel spreadsheet
+ |
+
+<& /elements/table-grid.html &>
- |
- Sales |
- |
- Rate |
- |
- Tax owed |
-% unless ( $cgi->param('show_taxclasses') ) {
-
- Tax invoiced |
-% }
-
+ |
+ Sales |
+ |
+ Rate |
+ |
+ Estimated tax |
+ Tax invoiced |
+ |
+ Tax credited |
+ |
+ Net tax due |
+
- | Total |
- |
- Non-taxable
(tax-exempt customer) |
- |
- Non-taxable
(tax-exempt package) |
- |
- Non-taxable
(monthly exemption) |
- |
- Taxable |
+ Total |
+ Non-taxable |
+ Non-taxable |
+ Non-taxable |
+ Taxable |
-% my $bgcolor1 = '#eeeeee';
-% my $bgcolor2 = '#ffffff';
-% my $bgcolor;
-%
-% foreach my $region ( @regions ) {
-%
-% if ( $bgcolor eq $bgcolor1 ) {
-% $bgcolor = $bgcolor2;
-% } else {
-% $bgcolor = $bgcolor1;
+
+
+ | (tax-exempt customer) |
+ (tax-exempt package) |
+ (monthly exemption) |
+
+
+% my $row = 0;
+% my $classlink = '';
+% my $descend;
+% $descend = sub {
+% my ($data, $label) = @_;
+% if ( ref $data eq 'ARRAY' ) {
+% # then we've reached the bottom
+% my (%taxnums, %values);
+% foreach (@$data) {
+% $taxnums{ $_->[0] } = $_->[1];
+% $values{ $_->[0] } = $_->[2];
+% }
+% # finally, output
+
+% # Row label
+ | <% $label |h %> |
+% # Total Sales
+% my $sales = $money_sprintf->(
+% $values{taxable} +
+% $values{exempt_cust} +
+% $values{exempt_pkg} +
+% $values{exempt_monthly}
+% );
+% my %sales_taxnums;
+% foreach my $x (qw(taxable exempt_cust exempt_pkg exempt_monthly)) {
+% foreach (split(',', $taxnums{$x})) {
+% $sales_taxnums{$_} = 1;
% }
-%
-% my $link = '';
-% if ( $region->{'label'} ne 'Total' ) {
-% if ( $region->{'label'} eq $out ) {
-% $link = ';out=1';
-% } else {
-% $link = ';'. $region->{'url_param'};
-% }
+% }
+% my $sales_taxnums = join(',', keys %sales_taxnums);
+
+ ">
+ <% $sales %>
+
+ |
+% # exemptions
+% foreach(qw(cust pkg)) {
+
+ ">
+ <% $money_sprintf->($values{"exempt_$_"}) %>
+
+ |
+% }
+
+ ">
+ <% $money_sprintf->($values{"exempt_monthly"}) %>
+
+ |
+% # taxable
+
+ ">
+ <% $money_sprintf->($values{taxable}) %>
+
+ |
+% # tax rate
+% my $rate;
+% foreach(split(',', $taxnums{tax})) {
+% $rate ||= $taxrates{$_};
+% if ($rate != $taxrates{$_}) {
+% $rate = 'variable';
+% last;
% }
-%
-%
-%
-%
-%
-
-
-
- | <% $region->{'label'} %> |
-
- <% $money_char %><% sprintf('%.2f', $region->{'total'} ) %>
- |
- - |
-
- <% $money_char %><% sprintf('%.2f', $region->{'exempt_cust'} ) %>
- |
- - |
-
- <% $money_char %><% sprintf('%.2f', $region->{'exempt_pkg'} ) %>
- |
- - |
-
- <% $money_char %><% sprintf('%.2f', $region->{'exempt_monthly'} ) %>
- |
- = |
-
- <% $money_char %><% sprintf('%.2f', $region->{'taxable'} ) %>
- |
- <% $region->{'label'} eq 'Total' ? '' : ' X ' %> |
- <% $region->{'rate'} %> |
- <% $region->{'label'} eq 'Total' ? '' : ' = ' %> |
-
- <% $money_char %><% sprintf('%.2f', $region->{'owed'} ) %>
- |
-% unless ( $cgi->param('show_taxclasses') ) {
-
-
- <% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %>
- |
-% }
-
-
-% }
+% }
+% $rate = sprintf('%.2f', $rate) . '%' if ($rate and $rate ne 'variable');
+ × |
+ <% $rate %> |
+% # estimated tax
+ = |
+ <% $rate eq 'variable'
+ ? ''
+ : $money_sprintf->( $values{taxable} * $rate / 100 ) %>
+ |
+% # invoiced tax
+
+ ">
+ <% $money_sprintf->( $values{tax} ) %>
+
+ |
+% # credited tax
+ − |
+
+ ">
+ <% $money_sprintf->( $values{credited} ) %>
+
+ |
+% # net tax due
+ = |
+ <% $money_sprintf->( $values{tax} - $values{credited} ) %> |
+
+% $row = $row ? 0 : 1;
+%
+% } else { # we're not at the lowest classification
+% my @keys = sort { $a <=> $b or $a cmp $b } keys(%$data);
+% foreach my $key (@keys) {
+% my $sublabel = join(', ', grep $_, $label, $key);
+% &{ $descend }($data->{$key}, $sublabel);
+% }
+% }
+% };
+% my @pkgclasses = sort { $a <=> $b } keys %data;
+% foreach my $pkgclass (@pkgclasses) {
+% my $class = FS::pkg_class->by_key($pkgclass) ||
+% FS::pkg_class->new({ classname => 'Unclassified' });
+
+% if ( $breakdown{pkgclass} ) {
+
+ | <% $class->classname %> |
+
+% }
+% $row = 0;
+% $classlink = "classnum=".($pkgclass || 0) if $breakdown{pkgclass};
+% &{ $descend }( $data{$pkgclass}, '' );
+% # and now totals
+
+
+% &{ $descend }( $total{$pkgclass}, 'Total' );
+
+% } # foreach $pkgclass
-% if ( $cgi->param('show_taxclasses') ) {
+<& /elements/footer.html &>
+<%init>
-
- <% include('/elements/table-grid.html') %>
-
- |
- Tax invoiced |
-
-% #some false laziness w/above
-% $bgcolor1 = '#eeeeee';
-% $bgcolor2 = '#ffffff';
-% foreach my $region ( @base_regions ) {
-%
-% if ( $bgcolor eq $bgcolor1 ) {
-% $bgcolor = $bgcolor2;
-% } else {
-% $bgcolor = $bgcolor1;
-% }
-%
-% my $link = '';
-% #if ( $region->{'label'} ne 'Total' ) {
-% if ( $region->{'label'} eq $out ) {
-% $link = ';out=1';
-% } else {
-% $link = ';'. $region->{'url_param'};
-% }
-% #}
-%
-
-
-
- | <% $region->{'label'} %> |
-
- <% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %>
- |
-
-% }
-%
-% if ( $bgcolor eq $bgcolor1 ) {
-% $bgcolor = $bgcolor2;
-% } else {
-% $bgcolor = $bgcolor1;
-% }
-%
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+my $DEBUG = $cgi->param('debug') || 0;
-
- | Total |
-
- <% $money_char %><% sprintf('%.2f', $tax ) %>
- |
-
+my $conf = new FS::Conf;
+
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+
+my ($taxname, $country, %breakdown);
+
+if ( $cgi->param('taxname') =~ /^([\w\s]+)$/ ) {
+ $taxname = $1;
+} else {
+ die "taxname required"; # UI prevents this
+}
+
+if ( $cgi->param('country') =~ /^(\w\w)$/ ) {
+ $country = $1;
+} else {
+ die "country required";
+}
+
+# %breakdown: short name => field identifier
+foreach ($cgi->param('breakdown')) {
+ if ( $_ eq 'taxclass' ) {
+ $breakdown{'taxclass'} = 'part_pkg.taxclass';
+ } elsif ( $_ eq 'pkgclass' ) {
+ $breakdown{'pkgclass'} = 'part_pkg.classnum';
+ } elsif ( $_ eq 'city' ) {
+ $breakdown{'city'} = 'cust_main_county.city';
+ $breakdown{'district'} = 'cust_main_county.district';
+ }
+}
+# always break these down
+$breakdown{'state'} = 'cust_main_county.state';
+$breakdown{'county'} = 'cust_main_county.county';
+
+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 ) ';
+
+my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
+
+# all queries MUST be linked to both cust_bill and cust_main_county
+
+# either or both of these can be used to link cust_bill_pkg to cust_main_county
+my $pkg_tax = "SELECT SUM(amount) as tax_amount, invnum, taxnum, ".
+ "cust_bill_pkg_tax_location.pkgnum ".
+ "FROM cust_bill_pkg_tax_location JOIN cust_bill_pkg USING (billpkgnum) ".
+ "GROUP BY billpkgnum, invnum, taxnum, cust_bill_pkg_tax_location.pkgnum";
+
+my $pkg_tax_exempt = "SELECT SUM(amount) AS exempt_charged, billpkgnum, taxnum ".
+ "FROM cust_tax_exempt_pkg EXEMPT_WHERE GROUP BY billpkgnum, taxnum";
+
+my $where = "WHERE _date >= $beginning AND _date <= $ending ".
+ "AND COALESCE(cust_main_county.taxname,'Tax') = '$taxname' ".
+ "AND cust_main_county.country = '$country'";
+# SELECT/GROUP clauses for first-level queries
+my $select = "SELECT ";
+my $group = "GROUP BY ";
+foreach (qw(pkgclass taxclass state county city district)) {
+ if ( $breakdown{$_} ) {
+ $select .= "$breakdown{$_} AS $_, ";
+ $group .= "$breakdown{$_}, ";
+ } else {
+ $select .= "NULL AS $_, ";
+ }
+}
+$select .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, ";
+$group =~ s/, $//;
+
+# SELECT/GROUP clauses for second-level (totals) queries
+# breakdown by package class only, if anything
+my $select_all = "SELECT NULL AS pkgclass, ";
+my $group_all = "";
+if ( $breakdown{pkgclass} ) {
+ $select_all = "SELECT $breakdown{pkgclass} AS pkgclass, ";
+ $group_all = "GROUP BY $breakdown{pkgclass}";
+}
+$select_all .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, ";
+
+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;
+}
+
+my $nottax = 'cust_bill_pkg.pkgnum != 0';
+
+# 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
+ $group";
+
+$all_sql{taxable} = "$select_all
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(exempt_charged, 0))
+ FROM cust_main_county
+ JOIN ($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
+ $group_all";
+
+$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 ( $breakdown{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 $istax = "cust_bill_pkg.pkgnum = 0";
+
+$sql{tax} = "$select SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $where AND $istax
+ $group";
+
+$all_sql{tax} = "$select_all SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $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
+ $group";
+
+$all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
+ $creditfrom
+ $creditwhere AND $istax
+ $group_all";
+
+my %data;
+my %total;
+my %taxclass_name = { '' => '' };
+if ( $breakdown{taxclass} ) {
+ $taxclass_name{$_->taxclassnum} = $_->taxclass
+ foreach qsearch('tax_class');
+ $taxclass_name{''} = 'Unclassified';
+}
+foreach my $k (keys(%sql)) {
+ my $stmt = $sql{$k};
+ warn "\n".uc($k).":\n".$stmt."\n" if $DEBUG;
+ my $sth = dbh->prepare($stmt);
+ # eight columns: pkgclass, taxclass, state, county, city, district
+ # taxnums (comma separated), value
+ # *sigh*
+ $sth->execute
+ or die "failed to execute $k query: ".$sth->errstr;
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ my $bin = $data
+ {$row->[0]}
+ {$taxclass_name{$row->[1]}}
+ {$row->[2]}
+ {$row->[3] ? $row->[3] . ' County' : ''}
+ {$row->[4]}
+ {$row->[5]}
+ ||= [];
+ push @$bin, [ $k, $row->[6], $row->[7] ];
+ }
+}
+warn "DATA:\n".Dumper(\%data) if $DEBUG > 1;
+
+foreach my $k (keys %all_sql) {
+ warn "\nTOTAL ".uc($k).":\n".$all_sql{$k}."\n" if $DEBUG;
+ my $sth = dbh->prepare($all_sql{$k});
+ # three columns: pkgclass, taxnums (comma separated), value
+ $sth->execute
+ or die "failed to execute $k totals query: ".$sth->errstr;
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ my $bin = $total{$row->[0]} ||= [];
+ push @$bin, [ $k, $row->[1], $row->[2] ];
+ }
+}
+warn "TOTALS:\n".Dumper(\%total) if $DEBUG > 1;
-
-% }
+# $data{$pkgclass}{$taxclass}{$state}{$county}{$city}{$district} = [
+# [ 'taxable', taxnums, amount ],
+# [ 'exempt_cust', taxnums, amount ],
+# ...
+# ]
+# non-requested grouping levels simply collapse into key = ''
+my $money_char = $conf->config('money_char') || '$';
+my $money_sprintf = sub {
+ $money_char. sprintf('%.2f', shift );
+};
-
-