X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=1b6f40b8a0b7f73b630fbb6379af2a013c063aa7;hb=2c757d7db4cb6a7b9655de13206fcc84fb7ce61f;hp=587665740d9808c27a5d960ae264182ad0ad6551;hpb=f7fd2a3e34da751cbc02bbf215e99c6dc89adc15;p=freeside.git diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index 587665740..1b6f40b8a 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,121 +1,240 @@ - <% -my $user = getotaker; +my $conf = new FS::Conf; +my $money_char = $conf->config('money_char') || '$'; -$cgi->param('beginning') =~ /^([ 0-9\-\/]{0,10})$/; -my $pbeginning = $1; -my $beginning = $1 ? str2time($1) : 0; +my $user = getotaker; -$cgi->param('ending') =~ /^([ 0-9\-\/]{0,10})$/; -my $pending = $1; -my $ending = ( $1 ? str2time($1) : 4294880896 ) + 86399; +my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi); -my $from_join_cust = " - FROM cust_bill_pkg +my $join_cust = " JOIN cust_bill USING ( invnum ) - JOIN cust_main USING ( custnum ) + LEFT JOIN cust_main USING ( custnum ) "; +my $from_join_cust = " + FROM cust_bill_pkg + $join_cust +"; my $join_pkg = " - JOIN cust_pkg USING ( pkgnum ) - JOIN part_pkg USING ( pkgpart ) -"; -my $where = " - WHERE _date >= $beginning AND _date <= $ending - AND ( county = ? OR ? = '' ) - AND ( state = ? OR ? = '' ) - AND ( country = ? ) - AND payby != 'COMP' + 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 - 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 - ) "; +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 $monthly_exempt_warning = 0; -my($total, $exempt, $taxable, $owed, $tax) = ( 0, 0, 0, 0, 0 ); +my($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; +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 $fromwhere = $from_join_cust. $join_pkg. $where; - my @param = @base_param; + my @param = @base_param; + my $mywhere = $where; if ( $r->taxclass ) { - $fromwhere .= " AND ( 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'; - my $a = scalar_sql($r, \@param, + ## 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 += $a; - $regions{$label}->{'total'} += $a; - - foreach my $e ( grep { $r->get($_.'tax') =~ /^Y/i } - qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) { - my $x = scalar_sql($r, \@param, - "SELECT SUM($e) $fromwhere AND $nottax" - ); - $exempt += $x; - $regions{$label}->{'exempt'} += $x; - } - - my($t, $x) = (0, 0); - foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i } - qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) { - $t += scalar_sql($r, \@param, - "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )" - ); + $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' " + ); - $x += scalar_sql($r, \@param, - "SELECT SUM($e) $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'} += $x_pkg; - my($sday,$smon,$syear) = (localtime($beginning) )[ 3, 4, 5 ]; - $monthly_exempt_warning=1 if $sday != 1 && $beginning; - $smon++; $syear+=1900; + ## calculate monthly exemption (texas tax) for this region - my $eending = ( $ending == 4294967295 ) ? time : $ending; - my($eday,$emon,$eyear) = (localtime($eending) )[ 3, 4, 5 ]; - $emon++; $eyear+=1900; + # count up all the cust_tax_exempt_pkg records associated with + # the actual line items. - my $monthly_exemption = scalar_sql($r, [ 'taxnum' ], - "SELECT SUM(amount) FROM cust_tax_exempt where taxnum = ? ". - " AND ( year > $syear OR ( year = $syear and month >= $smon ) )". - " AND ( year < $eyear OR ( year = $eyear and month <= $emon ) )" + 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" ); - #warn $r->taxnum(). ": $monthly_exemption\n"; - if ( $monthly_exemption ) { - $t -= $monthly_exemption; - $x += $monthly_exemption; - } +# if ( $x_monthly ) { +# #warn $r->taxnum(). ": $x_monthly\n"; +# $taxable -= $x_monthly; +# } - $taxable += $t; - $regions{$label}->{'taxable'} += $t; + $exempt_monthly += $x_monthly; + $regions{$label}->{'exempt_monthly'} += $x_monthly; - $exempt += $x; - $regions{$label}->{'exempt'} += $x; + my $taxable = $t - $x_cust - $x_pkg - $x_monthly; - $owed += $t * ($r->tax/100); - $regions{$label}->{'owed'} += $t * ($r->tax/100); + $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.'%' ) { @@ -126,9 +245,9 @@ foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) { } -my $taxwhere = "$from_join_cust $where"; +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', @@ -142,8 +261,8 @@ foreach my $r ( my $label = getlabel($r); - my $fromwhere = $join_pkg. $where; - my @param = @base_param; + #my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' "; + #my @param = @base_param; #match itemdesc if necessary! my $named_tax = @@ -157,30 +276,58 @@ foreach my $r ( $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 @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', - 'total' => $total, - 'exempt' => $exempt, - 'taxable' => $taxable, - 'rate' => '', - 'owed' => $owed, - 'tax' => $tax, + '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 ) { + 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; @@ -192,6 +339,10 @@ sub getlabel { $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; @@ -210,41 +361,175 @@ sub scalar_sql { %> -<%= header( "Sales Tax Report - $pbeginning through ".($pending||'now'), - menubar( 'Main Menu'=>$p, ) ) %> -<%= table() %> +<% +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') %> + - - Sales - Rate - Tax owed - Tax invoiced + + Sales + + Rate + + Tax owed + <% unless ( $cgi->param('show_taxclasses') ) { %> + Tax invoiced + <% } %> - Total - Non-taxable - Taxable + Total + + Non-taxable
(tax-exempt customer) + + Non-taxable
(tax-exempt package) + + Non-taxable
(monthly exemption) + + Taxable - <% foreach my $region ( @regions ) { %> + +<% my $bgcolor1 = '#eeeeee'; + my $bgcolor2 = '#ffffff'; + my $bgcolor; +%> + + <% foreach my $region ( @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'} %> - $<%= sprintf('%.2f', $region->{'total'} ) %> - $<%= sprintf('%.2f', $region->{'exempt'} ) %> - $<%= sprintf('%.2f', $region->{'taxable'} ) %> - <%= $region->{'rate'} %> - $<%= sprintf('%.2f', $region->{'owed'} ) %> - $<%= sprintf('%.2f', $region->{'tax'} ) %> + <%= $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'} ) %> + + <% } %> + <% } %> -<% if ( $monthly_exempt_warning ) { %> + +<% if ( $cgi->param('show_taxclasses') ) { %> +
- Partial-month tax reports (except for current month) may not be correct due - to month-granularity tax exemption (usually "texas tax"). For an accurate - report, start on the first of a month and end on the last day of a month (or - leave blank for to now). + <%= 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; + } + %> + + + Total + + <%= $money_char %><%= sprintf('%.2f', $tax ) %> + + + + + <% } %>