X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=120768d3bac52cc7ede603b50c6e216ff8e77274;hb=5bd2d2285220216acce024700f5f5ae108c988f4;hp=7eb07cf3ce08f47764f36f30bf02d144c856d1cd;hpb=6397a30ca9f53c90a503da8786925ec75535a699;p=freeside.git
diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi
index 7eb07cf3c..120768d3b 100755
--- a/httemplate/search/report_tax.cgi
+++ b/httemplate/search/report_tax.cgi
@@ -1,4 +1,4 @@
-<% include("/elements/header.html", "$agentname Sales Tax Report - ".
+<% include("/elements/header.html", "$agentname Tax Report - ".
( $beginning
? time2str('%h %o %Y ', $beginning )
: ''
@@ -10,31 +10,45 @@
)
)
%>
+
+Download full results
+as Excel spreadsheet
+ |
<% include('/elements/table-grid.html') %>
- |
+ |
Sales |
- |
- Rate |
- |
- Tax owed |
+ |
+ Rate |
+ |
+ Tax owed |
% unless ( $cgi->param('show_taxclasses') ) {
- Tax invoiced |
+ Tax invoiced |
+ |
+ Tax credited |
+ |
+ Tax collected |
% }
- Total |
- |
- Non-taxable (tax-exempt customer) |
- |
- Non-taxable (tax-exempt package) |
- |
- Non-taxable (monthly exemption) |
- |
- Taxable |
+ Total |
+ |
+ Non-taxable |
+ |
+ Non-taxable |
+ |
+ Non-taxable |
+ |
+ Taxable |
+
+
+
+ (tax-exempt customer) |
+ (tax-exempt package) |
+ (monthly exemption) |
% my $bgcolor1 = '#eeeeee';
@@ -44,12 +58,11 @@
% foreach my $region ( @regions ) {
%
% my $link = '';
-% if ( $region->{'label'} ne 'Total' ) {
-% if ( $region->{'label'} eq $out ) {
-% $link = ';out=1';
-% } else {
-% $link = ';'. $region->{'url_param'};
-% }
+% if ( $region->{'label'} eq $out ) {
+% $link = ';out=1';
+% } else {
+% $link = ';'. $region->{'url_param'}
+% if $region->{'url_param'};
% }
%
% if ( $bgcolor eq $bgcolor1 ) {
@@ -58,7 +71,22 @@
% $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 $bme = '';
@@ -85,20 +113,34 @@
<<%$td%>> =
<<%$td%> ALIGN="right">
- <% &$money_sprintf( $region->{'taxable'} ) %>
+ <% &$money_sprintf( $region->{'taxable'} ) %>
<<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath X $bme" %>
<<%$td%> ALIGN="right"><% $region->{'rate'} %>
<<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath = $bme" %>
- <<%$td%> ALIGN="right">
+ <<%$tdh%> ALIGN="right">
<% &$money_sprintf( $region->{'owed'} ) %>
% unless ( $cgi->param('show_taxclasses') ) {
- <<%$td%> ALIGN="right">
- {'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'} ) %>
+
% }
@@ -113,6 +155,10 @@
|
Tax invoiced |
+ |
+ Tax credited |
+ |
+ Tax collected |
% #some false laziness w/above
@@ -122,13 +168,12 @@
% foreach my $region ( @base_regions ) {
%
% my $link = '';
-% #if ( $region->{'label'} ne 'Total' ) {
-% if ( $region->{'label'} eq $out ) {
-% $link = ';out=1';
-% } else {
-% $link = ';'. $region->{'url_param'};
-% }
-% #}
+% if ( $region->{'label'} eq $out ) {
+% $link = ';out=1';
+% } else {
+% $link = ';'. $region->{'url_param'}
+% if $region->{'url_param'};
+% }
%
% if ( $bgcolor eq $bgcolor1 ) {
% $bgcolor = $bgcolor2;
@@ -136,6 +181,12 @@
% $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%>><% $region->{'label'} %>
@@ -143,6 +194,15 @@
<% &$money_sprintf( $region->{'tax'} ) %>
+ <<%$td%>> -
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'credit'} ) %>
+
+ <<%$td%>> =
+ <<%$tdh%> ALIGN="right">
+ <% &$money_sprintf( $region->{'tax'} - $region->{'credit'} ) %>
+
% }
@@ -158,7 +218,16 @@
<<%$td%>>Total
<<%$td%> ALIGN="right">
<% &$money_sprintf( $tax ) %>
+ ><% &$money_sprintf( $tot_tax ) %>
+
+ <<%$td%>> -
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $tot_credit ) %>
+
+ <<%$td%>> =
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $tot_tax - $tot_credit ) %>
@@ -206,7 +275,13 @@ sub gotcust {
my $table = shift;
my $prefix = @_ ? shift : '';
"
- ( $table.${prefix}county = cust_main_county.county
+ ( $table.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
@@ -259,9 +334,8 @@ if ( $conf->exists('tax-pkg_address') ) {
"WHERE 0 < ( SELECT COUNT(*) FROM cust_main WHERE $gotcust LIMIT 1 )";
}
-my($total, $tot_taxable, $owed, $tax) = ( 0, 0, 0, 0 );
-my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 0, 0 );
my $out = 'Out of taxable region(s)';
+# these are actually tax labels, not regions
my %regions = ();
foreach my $r ( qsearch({ 'table' => 'cust_main_county',
@@ -271,12 +345,17 @@ foreach my $r ( qsearch({ 'table' => 'cust_main_county',
{
#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->$_()),
- qw( county state country taxname )
- );
+ join(';', map "$_=".uri_escape($r->$_()), @url_param );
my @param = @base_param;
my $mywhere = $where;
@@ -285,56 +364,62 @@ foreach my $r ( qsearch({ 'table' => 'cust_main_county',
$mywhere .= " AND taxclass = ? ";
push @param, 'taxclass';
- $regions{$label}->{'url_param'} .= ';taxclass='. uri_escape($r->taxclass)
- if $cgi->param('show_taxclasses');
+ $regions{$label}->{'url_param'} .= ';taxclass='. uri_escape($r->taxclass);
+ #no, always# if $cgi->param('show_taxclasses');
- } else {
+ $regions{$label}->{'taxclass'} = $r->taxclass;
- $regions{$label}->{'url_param'} .= ';taxclassNULL=1'
- if $cgi->param('show_taxclasses');
+ } 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;
- my $fromwhere = "$from_join_cust_pkg $mywhere AND payby != 'COMP' ";
+ }
-# my $label = getlabel($r);
-# $regions{$label}->{'label'} = $label;
+ # 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 for this region
+ ## calculate total of sales (non-tax line items) for this region
- my $t = scalar_sql($r, \@param,
- "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax"
- );
- $total += $t;
+ 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'} += $t;
- ## calculate customer-exemption for this region
+ #$regions{$label}->{subtotals}->{$r->taxnum} = $t; #useful debug
-## my $taxable = $t;
+ ## calculate customer-exemption for this region
-# my($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' ";
+ }
my $x_cust = scalar_sql($r, \@param,
"SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur)
- $fromwhere AND $nottax AND tax = 'Y' "
+ $fromwhere AND $nottax AND $cust_exempt "
);
- $exempt_cust += $x_cust;
$regions{$label}->{'exempt_cust'} += $x_cust;
## calculate package-exemption for this region
@@ -362,7 +447,6 @@ foreach my $r ( qsearch({ 'table' => 'cust_main_county',
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
@@ -377,20 +461,11 @@ foreach my $r ( qsearch({ 'table' => 'cust_main_county',
$join_cust_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'})
@@ -399,10 +474,12 @@ foreach my $r ( qsearch({ 'table' => 'cust_main_county',
} else {
$regions{$label}->{'rate'} = $r->tax.'%';
}
-
}
+#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,
+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?
@@ -432,11 +509,28 @@ if ( $conf->exists('tax-pkg_address') ) {
$taxwhere =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g;
}
-$taxfromwhere .= " $taxwhere AND payby != 'COMP' ";
-my @taxparam = @base_param;
+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
-#need to pass in $taxfromwhere & @taxparam???
+# 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;
@@ -449,23 +543,71 @@ my $_taxamount_sub = sub {
my $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ".
" $taxfromwhere AND cust_bill_pkg.pkgnum = 0 $named_tax";
- scalar_sql($r, \@taxparam, $sql );
+ scalar_sql($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 $named_tax";
+
+ scalar_sql($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 $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);
- $tax += $x unless $cgi->param('show_taxclasses');
$regions{$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');
}
@@ -486,34 +628,96 @@ if ( $cgi->param('show_taxclasses') ) {
);
$base_regions{$base_label}->{'tax'} += $x;
- $tax += $x;
+ $tot_tax += $x;
+
+ ## calculate credit for this region
+
+ $x = &{$_creditamount_sub}($r);
+
+ $base_regions{$base_label}->{'credit'} += $x;
+ $tot_credit += $x;
+
}
}
+my @regions = keys %regions;
+
+#tax-report_groups filtering
+@regions = grep &{$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;
+}
+
+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 ) ;
+
+}
#ordering
-my @regions =
+@regions =
map $regions{$_},
sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
- keys %regions;
+ @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' => '',
+ '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' => $owed,
- 'tax' => $tax,
+ 'owed' => $tot_owed,
+ 'tax' => $tot_tax,
+ 'credit' => $tot_credit,
};
#--
@@ -530,8 +734,10 @@ sub getlabel {
my $label;
if (
$r->tax == 0
- && ! scalar( qsearch('cust_main_county', { 'state' => $r->state,
+ && ! scalar( qsearch('cust_main_county', { 'district'=> $r->district,
+ 'city' => $r->city,
'county' => $r->county,
+ 'state' => $r->state,
'country' => $r->country,
'tax' => { op=>'>', value=>0 },
}
@@ -542,23 +748,36 @@ sub getlabel {
#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;
+ if ( $cgi->param('show_cities') and $r->city ) {
+ $label = $r->city . ", $label";
+ if ( $cgi->param('show_districts') and $r->district ) {
+ $label = '#' . $r->district . ", $label";
+ }
+ }
$label = "$label (". $r->taxclass. ")"
if $r->taxclass
&& $cgi->param('show_taxclasses')
&& ! $opt{'no_taxclass'};
- #$label = $r->taxname. " ($label)" if $r->taxname;
+ $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 {
@@ -575,5 +794,6 @@ $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";
+my $creditlink = $p. "search/cust_credit_bill_pkg.html?$dateagentlink";
%init>