X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=111f22d3d6cf59d8bd5d2007d0ee82d1a82558f3;hb=ac01b85bf09d058d3cda097dffbf4e8fce5f4305;hp=bfbc5fe5ac063a80a559f686b61e1c0d1478aab1;hpb=2a7f90bbc8958c0674bb470ecd8e4bed00e6a8c4;p=freeside.git diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index bfbc5fe5a..111f22d3d 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,794 +1,474 @@ -<% include("/elements/header.html", "$agentname Tax Report - ". - ( $beginning - ? time2str('%h %o %Y ', $beginning ) - : '' - ). - 'through '. - ( $ending == 4294967295 - ? 'now' - : time2str('%h %o %Y', $ending ) - ) - ) -%> +<& /elements/header.html, "$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 -<% include('/elements/table-grid.html') %> - + +<& /elements/table-grid.html &> - - Sales - - Rate - - Tax owed -% unless ( $cgi->param('show_taxclasses') ) { - Tax invoiced - - Tax credited - - Tax collected -% } + + Sales + + Rate + + Estimated tax + Tax invoiced + + Tax credited + + Net tax due - Total - - Non-taxable - - Non-taxable - - Non-taxable - - Taxable + Total + Non-taxable + Non-taxable + Non-taxable + Taxable - - (tax-exempt customer) - (tax-exempt package) - (monthly exemption) + + (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 $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]; % } -% } -% -% -% 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'}; +% # 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; +% } % } -% -% if ( $bgcolor eq $bgcolor1 ) { -% $bgcolor = $bgcolor2; -% } else { -% $bgcolor = $bgcolor1; +% my $sales_taxnums = join(',', keys %sales_taxnums); + + "> + <% $sales %> + + +% # exemptions +% foreach(qw(cust pkg)) { + + "> + <% $money_sprintf->($values{"exempt_$_"}) %> + + % } -% 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"); + + "> + <% $money_sprintf->($values{"exempt_monthly"}) %> + + +% # taxable + + "> + <% $money_sprintf->($values{taxable}) %> + + +% # tax rate +% my $rate; +% foreach(split(',', $taxnums{tax})) { +% $rate ||= $taxrates{$_}; +% if ($rate != $taxrates{$_}) { +% $rate = 'variable'; +% last; +% } +% } +% $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 ( $breakdown{pkgclass} ) { - <<%$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 ) %> - + <% $class->classname %> +% } +% $row = 0; +% $classlink = "classnum=".($pkgclass || 0) if $breakdown{pkgclass}; +% &{ $descend }( $data{$pkgclass}, '' ); +% # and now totals + + +% &{ $descend }( $total{$pkgclass}, 'Total' ); + +% } # foreach $pkgclass + - - -% } - -<% include('/elements/footer.html') %> - +<& /elements/footer.html &> <%init> die "access denied" unless $FS::CurrentUser::CurrentUser->access_right('Financial reports'); -my $conf = new FS::Conf; +my $DEBUG = $cgi->param('debug') || 0; -my $user = getotaker; +my $conf = new FS::Conf; my($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}district = cust_main_county.district - OR cust_main_county.district = '' - OR cust_main_county.district IS NULL ) - AND ( $table.${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') ) { - - $gotcust = " - ( cust_main_county.country = cust_main.country - OR cust_main_county.country = cust_main.ship_country - ) - - AND - - ( - ( ( ship_last IS NULL OR ship_last = '' ) - AND ". gotcust('cust_main'). " - ) - OR - ( ship_last IS NOT NULL AND ship_last != '' - AND ". gotcust('cust_main', 'ship_'). " - ) - ) - "; +my ($taxname, $country, %breakdown); +if ( $cgi->param('taxname') =~ /^([\w\s]+)$/ ) { + $taxname = $1; } else { - - $gotcust = gotcust('cust_main'); - + die "taxname required"; # UI prevents this } -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 - ) - "; + +if ( $cgi->param('country') =~ /^(\w\w)$/ ) { + $country = $1; } else { - $gotcust = - "WHERE 0 < ( SELECT COUNT(*) FROM cust_main WHERE $gotcust LIMIT 1 )"; + die "country required"; } -my $out = 'Out of taxable region(s)'; -# these are actually tax labels, not regions -my %regions = (); - -foreach my $r ( qsearch({ 'table' => 'cust_main_county', - 'extra_sql' => $gotcust, - }) - ) -{ - #warn $r->county. ' '. $r->state. ' '. $r->country. "\n"; - - # set up a %regions entry for this region's tax label - 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 { - - # SQL for "taxclass doesn't match any other tax in the region" - 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') - || $same_sql; - +# %breakdown: short name => field identifier +foreach ($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'; - # FROM cust_bill_pkg JOIN (whatever is needed to determine tax location) - # WHERE (matches tax location and agentnum and taxclass) - # takes parameters in @base_param, plus taxclass if there is one - my $fromwhere = "$from_join_cust_pkg $mywhere"; # AND payby != 'COMP' "; - - my $nottax = 'pkgnum != 0'; - - ## calculate total of sales (non-tax line items) 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'} += $t; - - #$regions{$label}->{subtotals}->{$r->taxnum} = $t; #useful debug +my $join_cust = ' JOIN cust_bill USING ( invnum ) + LEFT JOIN cust_main USING ( custnum ) '; - ## calculate customer-exemption for this region +my $join_cust_pkg = $join_cust. + ' LEFT JOIN cust_pkg USING ( pkgnum ) + LEFT JOIN part_pkg USING ( pkgpart ) '; - #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' "; - } +my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg "; - my $x_cust = scalar_sql($r, \@param, - "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) - $fromwhere AND $nottax AND $cust_exempt " - ); - - $regions{$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 ) - " - ); - $regions{$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_pkg - $mywhere" - ); - $regions{$label}->{'exempt_monthly'} += $x_monthly; - - my $taxable = $t - $x_cust - $x_pkg - $x_monthly; - $regions{$label}->{'taxable'} += $taxable; - - $regions{$label}->{'owed'} += $taxable * ($r->tax/100); - - if ( defined($regions{$label}->{'rate'}) - && $regions{$label}->{'rate'} != $r->tax.'%' ) { - $regions{$label}->{'rate'} = 'variable'; +# 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 { - $regions{$label}->{'rate'} = $r->tax.'%'; + $select .= "NULL AS $_, "; } } -#warn Dumper(\%regions); -# $regions{$label} now contains 'total', 'exempt_cust', 'exempt_pkg', -# 'exempt_monthly', summed over each set of regions with the same label. - -my $distinct = "country, state, county, city, district, - CASE WHEN taxname IS NULL THEN '' ELSE taxname END AS taxname"; -my $taxclass_distinct = - #a little bit unsure of this part... test? - #ah, it looks like it winds up being irrelevant as ->{'tax'} - # from $regions is not displayed when show_taxclasses is on - ( $cgi->param('show_taxclasses') - ? " CASE WHEN taxclass IS NULL THEN '' ELSE taxclass END " - : " '' " - )." AS taxclass"; - - -my %qsearch = ( - 'select' => "DISTINCT $distinct, $taxclass_distinct", - 'table' => 'cust_main_county', - 'hashref' => {}, - 'extra_sql' => $gotcust, -); - -my $taxfromwhere = " FROM cust_bill_pkg $join_cust "; -my $taxwhere = $where; -if ( $conf->exists('tax-pkg_address') ) { - - $taxfromwhere .= 'LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum ) - LEFT JOIN cust_location USING ( locationnum ) '; - - #quelle kludge - $taxwhere =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g; - +$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}"; } -my $creditfromwhere = $taxfromwhere. - " JOIN cust_credit_bill_pkg USING (billpkgnum"; -$creditfromwhere .= " ,billpkgtaxlocationnum" - if $conf->exists('tax-pkg_address'); -$creditfromwhere .= ")"; - -$taxfromwhere .= " $taxwhere "; #AND payby != 'COMP' "; -$creditfromwhere .= " $taxwhere AND billpkgtaxratelocationnum IS NULL"; #AND payby != 'COMP' "; - -#should i be a cust_main_county method or something -# yes. yes, you should. - -# $taxfromwhere: Most of a query to find cust_bill_pkg records linked to a -# customer matching a given state/county/city/district (and within the date -# range for the report). -# @base_param: A list of the fields from cust_main_county to use as parameters. - -# $_taxamount_sub: Takes a cust_main_county and returns the sum of taxes billed -# within the report period for all customers located in that county. If -# the cust_main_county has a taxname, limits to taxes with that name; otherwise -# includes all line items with pkgnum = 0 and description either 'Tax' or empty. - -my $_taxamount_sub = sub { - my $r = shift; - - #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 $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ". - " $taxfromwhere AND cust_bill_pkg.pkgnum = 0 $named_tax"; - - scalar_sql($r, [ @base_param ], $sql ); -}; - -# $_creditamount_sub: As above, but returns the sum of credits applied - -my $_creditamount_sub = sub { - my $r = shift; - - #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 $sql = "SELECT SUM(cust_credit_bill_pkg.amount) ". - " $creditfromwhere AND cust_bill_pkg.pkgnum = 0 $named_tax"; +$select_all .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, "; - scalar_sql($r, [ @base_param ], $sql ); -}; - -#tax-report_groups filtering -my($group_op, $group_value) = ( '', '' ); -if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ ) { - ( $group_op, $group_value ) = ( $1, $2 ); +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 $group_test = sub { - my $label = shift; - return 1 unless $group_op; #in case we get called inadvertantly - if ( $label eq $out ) { #don't display "out of taxable region" in this case - 0; - } elsif ( $group_op eq '=' ) { - $label =~ /^$group_value/; - } elsif ( $group_op eq '!=' ) { - $label !~ /^$group_value/; - } else { - die "guru meditation #00de: group_op $group_op\n"; - } -}; - -my $tot_tax = 0; -my $tot_credit = 0; -#foreach my $label ( keys %regions ) { -foreach my $r ( qsearch(\%qsearch) ) { - - #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n"; - - my $label = getlabel($r); - if ( $group_op ) { - next unless &{$group_test}($label); - } - - #my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' "; - #my @param = @base_param; - - my $x = &{$_taxamount_sub}($r); - - $regions{$label}->{'tax'} += $x; - $tot_tax += $x unless $cgi->param('show_taxclasses'); - - ## calculate credit for this region - - $x = &{$_creditamount_sub}($r); - - $regions{$label}->{'credit'} += $x; - $tot_credit += $x unless $cgi->param('show_taxclasses'); +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 %base_regions = (); -if ( $cgi->param('show_taxclasses') ) { - - $qsearch{'select'} = "DISTINCT $distinct"; - foreach my $r ( qsearch(\%qsearch) ) { - - my $x = &{$_taxamount_sub}($r); - - my $base_label = getlabel($r, 'no_taxclass'=>1 ); - $base_regions{$base_label}->{'label'} = $base_label; - - $base_regions{$base_label}->{'url_param'} = - join(';', map "$_=". uri_escape($r->$_()), - qw( county state country taxname ) - ); - - $base_regions{$base_label}->{'tax'} += $x; - $tot_tax += $x; - - ## calculate credit for this region - - $x = &{$_creditamount_sub}($r); - - $base_regions{$base_label}->{'credit'} += $x; - $tot_credit += $x; - - } - +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'); + $taxclass_name{''} = 'Unclassified'; } - -my @regions = keys %regions; - -#tax-report_groups filtering -@regions = grep &{$group_test}($_), @regions - if $group_op; - -#calculate totals -my( $total, $tot_taxable, $tot_owed ) = ( 0, 0, 0 ); -my( $exempt_cust, $exempt_pkg, $exempt_monthly, $tot_credit ) = ( 0, 0, 0, 0 ); -my %taxclasses = (); -my %county = (); -my %state = (); -my %country = (); -foreach (@regions) { - $total += $regions{$_}->{'total'}; - $tot_taxable += $regions{$_}->{'taxable'}; - $tot_owed += $regions{$_}->{'owed'}; - $exempt_cust += $regions{$_}->{'exempt_cust'}; - $exempt_pkg += $regions{$_}->{'exempt_pkg'}; - $exempt_monthly += $regions{$_}->{'exempt_monthly'}; - $tot_credit += $regions{$_}->{'credit'}; - $taxclasses{$regions{$_}->{'taxclass'}} = 1 - if $regions{$_}->{'taxclass'}; - $county{$regions{$_}->{'county'}} = 1; - $state{$regions{$_}->{'state'}} = 1; - $country{$regions{$_}->{'country'}} = 1; +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] ]; + } } - -my $total_url_param = ''; -my $total_url_param_invoiced = ''; -if ( $group_op ) { - - my @country = keys %country; - warn "WARNING: multiple countries on this grouped report; total links broken" - if scalar(@country) > 1; - my $country = $country[0]; - - my @state = keys %state; - warn "WARNING: multiple countries on this grouped report; total links broken" - if scalar(@state) > 1; - my $state = $state[0]; - - $total_url_param_invoiced = - $total_url_param = - 'report_group='.uri_escape("$group_op $group_value").';'. - join(';', map 'taxclass='.uri_escape($_), keys %taxclasses ); - $total_url_param .= ';'. - "country=$country;state=".uri_escape($state).';'. - join(';', map 'county='.uri_escape($_), keys %county ) ; - +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; -#ordering -@regions = - map $regions{$_}, - sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } - @regions; - -my @base_regions = - map $base_regions{$_}, - sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } - keys %base_regions; - -#add total line -push @regions, { - 'label' => 'Total', - 'url_param' => $total_url_param, - 'url_param_inv' => $total_url_param_invoiced, - 'total' => $total, - 'exempt_cust' => $exempt_cust, - 'exempt_pkg' => $exempt_pkg, - 'exempt_monthly' => $exempt_monthly, - 'taxable' => $tot_taxable, - 'rate' => '', - 'owed' => $tot_owed, - 'tax' => $tot_tax, - 'credit' => $tot_credit, -}; - -#-- +# $data{$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 ); }; -sub getlabel { - my $r = shift; - my %opt = @_; - - my $label; - if ( - $r->tax == 0 - && ! scalar( qsearch('cust_main_county', { 'district'=> $r->district, - 'city' => $r->city, - 'county' => $r->county, - 'state' => $r->state, - 'country' => $r->country, - 'tax' => { op=>'>', value=>0 }, - } - ) - ) - - ) { - #kludge to avoid "will not stay shared" warning - my $out = 'Out of taxable region(s)'; - $label = $out; - } else { - $label = $r->country; - $label = $r->state.", $label" if $r->state; - $label = $r->county." county, $label" if $r->county; - $label = $r->city. ", $label" if $r->city && $cgi->param('show_cities'); - $label = "$label (". $r->taxclass. ")" - if $r->taxclass - && $cgi->param('show_taxclasses') - && ! $opt{'no_taxclass'}; - $label = $r->taxname. " ($label)" if $r->taxname; - } - return $label; -} - -#my %count_taxname = (); #cache -#sub count_taxname { -# my $taxname = shift; -# return $count_taxname{$taxname} if exists $count_taxname{$taxname}; -# my $sql = 'SELECT COUNT(*) FROM cust_main_county WHERE taxname = ?'; -# my $sth = dbh->prepare($sql) or die dbh->errstr; -# $sth->execute( $taxname ) -# or die "Unexpected error executing statement $sql: ". $sth->errstr; -# $count_taxname{$taxname} = $sth->fetchrow_arrayref->[0]; -#} - -#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 $saleslink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;nottax=1"; +my $taxlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;istax=1"; my $exemptlink = $p. "search/cust_tax_exempt_pkg.cgi?$dateagentlink"; -my $creditlink = $p. "search/cust_credit_bill_pkg.html?$dateagentlink"; +my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1;istax=1"; + +my %taxrates; +foreach my $tax ( + qsearch('cust_main_county', { + country => $country, + tax => { op => '>', value => 0 } + }) ) + { + $taxrates{$tax->taxnum} = $tax->tax; +}