X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=410fe46039135f45403deb9bf554a23afba81021;hb=0be54958813c9a4a5e24e32707b92e49881c7c0a;hp=cf5306c21d1f2153fec0170f0494cf7795b9bfd9;hpb=9cbacc11da67edfe35756d569f7797dc0d3fed36;p=freeside.git diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi old mode 100755 new mode 100644 index cf5306c21..410fe4603 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,342 +1,382 @@ -<% - -my $user = getotaker; - -my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi); -warn("***** $beginning $ending\n"); - -my $from_join_cust = " - FROM cust_bill_pkg - JOIN cust_bill USING ( invnum ) - JOIN cust_main USING ( custnum ) -"; -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' -"; -my @base_param = qw( county county state state country ); - -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; +<& /elements/header.html, $report->title &> + +Download full results
+as Excel spreadsheet + + + + +<& /elements/table-grid.html &> + + + + Sales + + Rate + + Estimated tax + Tax invoiced + + Tax credited + + Net tax due + + Tax collected + -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 - ) -"; - -my $monthly_exempt_warning = 0; -my($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 = (); -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; - - if ( $r->taxclass ) { - $fromwhere .= " AND taxclass = ? "; - push @param, 'taxclass'; - $regions{$label}->{'url_param'} .= ';taxclass='. $r->taxclass; - } - -# 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; + + Total + Non-taxable + Non-taxable + Non-taxable + Credited + Taxable + - ## calculate package-exemption for this region + + (tax-exempt customer) + (tax-exempt package) + (monthly exemption) + + + +% my $rownum = 0; +% my $prev_row = { pkgclass => 'DUMMY PKGCLASS' }; + + +% foreach my $row (@rows) { +% # before anything else: if this row's pkgclass is not the same as the +% # previous row's, then: +% if ( $row->{pkgclass} ne $prev_row->{pkgclass} ) { +% if ( $rownum > 0 ) { # start a new section +% $rownum = 0; + +% } +% if ( $params{breakdown}->{pkgclass} ) { # and caption the new section + + + <% $pkgclass_name{$row->{pkgclass}} %> + + +% } +% } # if $row->{pkgclass} ne ... + +% # construct base links that limit to the tax rates described by this row +% # cust_bill_pkg.cgi wants a list of specific taxnums (and package class) +% # cust_credit_bill_pkg.html wants a geographic scope (and package class) +% my $rowlink = ';taxnum=' . $row->{taxnums}; +% if ( $params{breakdown}->{pkgclass} ) { +% $rowlink .= ';classnum=' . ($row->{pkgclass} || 0); +% # $rowregion .= ';classnum=' . ($row->{pkgclass} || 0); +% } +% +% if ( $row->{total} ) { + +% } + +% # Row label +% # Special: If this report is showing all taxes, link the row label to +% # the detailed tax report for that taxname/country. + +% if ( $all ) { +% my $newcgi = CGI->new($cgi); +% $newcgi->delete('all'); +% $newcgi->param('country', $row->{country}); +% $newcgi->param('taxname', $row->{taxname}); +% $newcgi->param('breakdown', qw(city district)); + + + <% $row->{label} |h %> + + +% } else { # on the per-taxname report, just show the label with no link + + <% $row->{label} |h %> + +% } + + +% # Total sales + + <% $money_sprintf->( $row->{sales} ) %> + + +% # Exemptions: customer + + + <% $money_sprintf->( $row->{exempt_cust} ) %> + + +% # package + + + <% $money_sprintf->( $row->{exempt_pkg} ) %> + + +% # monthly (note this uses $exemptlink; it's a completely separate report) + + + <% $money_sprintf->( $row->{exempt_monthly} ) %> + + +% # credited sales + + + <% $money_sprintf->( $row->{sales_credited} ) %> + + +% # taxable sales + + "> + <% $money_sprintf->( $row->{taxable} ) %> + + + × + <% $row->{rate} %> +% # estimated tax + = + +% if ( $row->{estimated} ) { + <% $money_sprintf->( $row->{estimated} ) %> +% } + +% # invoiced tax + + + <% $money_sprintf->( $row->{tax} ) %> + + +% # credited tax + − + +%# currently broken + <% $money_sprintf->( $row->{tax_credited} ) %> +%# + +% # net tax due + = + <% $money_sprintf->( $row->{tax} - $row->{tax_credited} ) %> +% # tax collected +   + <% $money_sprintf->( $row->{tax_paid} ) %> + +% $rownum++; +% $prev_row = $row; +% } # foreach my $row +% # at the end of everything + +% # the all-taxes report doesn't have "out of region" +% if ( !$all and $report->{out_sales} > 0 ) { + + + + <% emt('Out of taxable region') %> + + + + <% $money_sprintf->( $report->{out_sales} ) %> + + + + + +% } + - 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_pkg += $x; - $regions{$label}->{'exempt_pkg'} += $x; - } +
+<& /elements/table-grid.html &> + + + + Total credits + Applied to + + + Taxable sales + Tax-exempt sales + Taxes + + + +% $rownum = 0; +% $prev_row = { pkgclass => 'DUMMY PKGCLASS' }; + + +% # mostly duplicates the stuff above... +% # but putting it all in one giant table is no good +% foreach my $row (@rows) { +% if ( $row->{pkgclass} ne $prev_row->{pkgclass} ) { +% if ( $rownum > 0 ) { # start a new section +% $rownum = 0; + +% } +% if ( $params{breakdown}->{pkgclass} ) { # and caption the new section + + + <% $pkgclass_name{$row->{pkgclass}} %> + + +% } +% } # if $row->{pkgclass} ne ... + +% my $rowlink = ';taxnum=' . $row->{taxnums}; +% +% if ( $row->{total} ) { + +% } + + <% $row->{label} |h %> + +% # Total credits + <% $money_sprintf->( $row->{credits} ) %> + +% # Credits to taxable sales + + + <% $money_sprintf->( $row->{sales_credited} ) %> + + +% # ... to exempt sales (link is the same, it shows both exempt and taxable) + + + <% $money_sprintf->( $row->{exempt_credited} ) %> + + +% # ... to taxes + +%# currently broken + <% $money_sprintf->( $row->{tax_credited} ) %> +%# + + +% $rownum++; +% $prev_row = $row; +% } # foreach my $row +% # "out of taxable region" for credits (there is a need for it) +% if ( !$all and $report->{out_credit} > 0 ) { +% my $creditlink = "cust_credit_bill_pkg.html?out=1;$dateagentlink"; +% if ( $params{'credit_date'} eq 'cust_credit_bill' ) { +% $creditlink =~ s/begin/credit_begin/; +% $creditlink =~ s/end/credit_end/; +% } +% $creditlink .= ";taxname=" . encode_entities($params{'taxname'}); + + + + <% emt('Out of taxable region') %> + + + + <% $money_sprintf->( $report->{out_credit} ) %> + + + + + +% } + + - ## calculate customer-exemption for this region - my($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 )" - ); +<& /elements/footer.html &> +<%init> - $x_cust += scalar_sql($r, \@param, - "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'" - ); - } +die "access denied" + unless $FS::CurrentUser::CurrentUser->access_right('Financial reports'); - $exempt_cust += $x_cust; - $regions{$label}->{'exempt_cust'} += $x_cust; +my $DEBUG = $cgi->param('debug') || 0; - ## calculate monthly exemption (texas tax) for this region +my $conf = new FS::Conf; - my($sday,$smon,$syear) = (localtime($beginning) )[ 3, 4, 5 ]; - $monthly_exempt_warning=1 if $sday != 1 && $beginning; - $smon++; $syear+=1900; +my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi); - my $eending = ( $ending == 4294967295 ) ? time : $ending; - my($eday,$emon,$eyear) = (localtime($eending) )[ 3, 4, 5 ]; - $emon++; $eyear+=1900; +my %params = ( + beginning => $beginning, + ending => $ending, +); +$params{debug} = $DEBUG; +my $agentname; - my $x_monthly = scalar_sql($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 ) )" - ); - if ( $x_monthly ) { - warn $r->taxnum(). ": $x_monthly\n"; - $taxable -= $x_monthly; - } +# filter by agentnum +if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) { + my $agent = FS::agent->by_key($1) or die "unknown agentnum $1"; + $params{agentnum} = $1; + $agentname = $agent->agentname; +} - $exempt_monthly += $x_monthly; - $regions{$label}->{'exempt_monthly'} += $x_monthly; +# credit date behavior: limit by the date of the credit application, or +# the invoice? +if ( $cgi->param('credit_date') eq 'cust_credit_bill' ) { + $params{credit_date} = 'cust_credit_bill'; +} else { + $params{credit_date} = 'cust_bill'; +} - $tot_taxable += $taxable; - $regions{$label}->{'taxable'} += $taxable; +my $all = $cgi->param('all'); +my $report_class; - $owed += $taxable * ($r->tax/100); - $regions{$label}->{'owed'} += $taxable * ($r->tax/100); +if ( $all ) { + # then show the master report, no country, no taxname, no breakdown + $report_class = 'FS::Report::Tax::All'; +} else { + $report_class = 'FS::Report::Tax::ByName'; + $params{country} = $cgi->param('country'); + $params{breakdown} = { map { $_ => 1 } $cgi->param('breakdown') }; - if ( defined($regions{$label}->{'rate'}) - && $regions{$label}->{'rate'} != $r->tax.'%' ) { - $regions{$label}->{'rate'} = 'variable'; + # allow anything in here; FS::Report::Tax will treat it as unsafe + if ( length($cgi->param('taxname')) ) { + $params{taxname} = $cgi->param('taxname'); } else { - $regions{$label}->{'rate'} = $r->tax.'%'; + die "taxname required"; } - } -my $taxwhere = "$from_join_cust $where"; -my @taxparam = @base_param; - -#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; - 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'} += $x; - +if ($DEBUG) { + warn "REPORT: $report_class\nPARAMS:\n".Dumper(\%params)."\n\n"; } -#ordering -my @regions = map $regions{$_}, - sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } - keys %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, +my $report = $report_class->report(%params); +my @rows = $report->table; # array of hashrefs + +my $money_char = $conf->config('money_char') || '$'; +my $money_sprintf = sub { + $money_char. sprintf('%.2f', shift); }; -#-- - -sub getlabel { - my $r = shift; - - 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 $r->taxclass; - #$label = $r->taxname. " ($label)" if $r->taxname; - } - return $label; +my $dateagentlink = "begin=$beginning;end=$ending"; +if ( $params{agentnum} ) { + $dateagentlink .= ';agentnum=' . $params{agentnum}; } - -#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 $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 $salescreditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;nottax=1;credit=1"; +if ( $params{'credit_date'} eq 'cust_credit_bill' ) { + $salescreditlink =~ s/begin/credit_begin/; + $salescreditlink =~ s/end/credit_end/; + $saleslink .= ";credit_begin=$beginning;credit_end=$ending"; } +#my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1;istax=1"; +#if ( $params{'credit_date'} eq 'cust_credit_bill' ) { +# $creditlink =~ s/begin/credit_begin/; +# $creditlink =~ s/end/credit_end/; +#} +my $creditlink = ''; # disabled until we find a sane way to do this -%> - -<% - -my $baselink = $p. "search/cust_bill_pkg.cgi?begin=$beginning;end=$ending"; - -%> - - -<%= header( "$agentname Sales Tax Report - ". - time2str('%h %o %Y through ', $beginning ). - ( $ending == 4294967295 - ? 'now' - : time2str('%h %o %Y', $ending ) - ), - menubar( 'Main Menu'=>$p, ) - ) -%> - -<%= include('/elements/table-grid.html') %> - - - - Sales - Rate - Tax owed - Tax invoiced - - - Total - Non-taxable
(tax-exempt customer) - Non-taxable
(tax-exempt package) - Non-taxable
(monthly exemption) - Taxable - - -<% my $bgcolor1 = '#eeeeee'; - my $bgcolor2 = '#ffffff'; - my $bgcolor; -%> - - <% foreach my $region ( @regions ) { - - if ( $bgcolor eq $bgcolor1 ) { - $bgcolor = $bgcolor2; - } else { - $bgcolor = $bgcolor1; - } - - my $link = $baselink; - 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_cust'} ) %> - - - $<%= sprintf('%.2f', $region->{'exempt_pkg'} ) %> - - - $<%= sprintf('%.2f', $region->{'exempt_monthly'} ) %> - - - $<%= sprintf('%.2f', $region->{'taxable'} ) %> - - <%= $region->{'rate'} %> - - $<%= sprintf('%.2f', $region->{'owed'} ) %> - - - $<%= sprintf('%.2f', $region->{'tax'} ) %> - - - <% } %> - - - -<% if ( $monthly_exempt_warning ) { %> -
- 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). -<% } %> - - - - +my %pkgclass_name = map { $_->classnum, $_->classname } qsearch('pkg_class'); +$pkgclass_name{''} = 'Unclassified'; +