X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=479b990442e957a3b3777cecd04fcd1d443348f2;hb=54a78752a0fc9a82c82dacd111289e886cca6532;hp=569e6e79afa55803236d16367a786d1b0ba620a9;hpb=c8cccb4a92adceb943c635fe62dad0d034462ce0;p=freeside.git
diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi
index 569e6e79a..479b99044 100755
--- a/httemplate/search/report_tax.cgi
+++ b/httemplate/search/report_tax.cgi
@@ -1,375 +1,4 @@
-%
-%
-%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", "$agentname Sales Tax Report - ".
+<% include("/elements/header.html", "$agentname Tax Report - ".
( $beginning
? time2str('%h %o %Y ', $beginning )
: ''
@@ -378,162 +7,629 @@
( $ending == 4294967295
? 'now'
: time2str('%h %o %Y', $ending )
- ),
- menubar( 'Main Menu'=>$p, )
+ )
)
%>
+
+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 |
+ |
+ Non-taxable |
+ |
+ Non-taxable |
+ |
+ Taxable |
+
- | Total |
- |
- Non-taxable
(tax-exempt customer) |
- |
- Non-taxable
(tax-exempt package) |
- |
- Non-taxable
(monthly exemption) |
- |
- Taxable |
+ (tax-exempt customer) |
+ (tax-exempt package) |
+ (monthly exemption) |
+
% my $bgcolor1 = '#eeeeee';
-% my $bgcolor2 = '#ffffff';
-% my $bgcolor;
+% 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'};
-% }
-% }
-%
-%
+% my $link = '';
+% if ( $region->{'label'} eq $out ) {
+% $link = ';out=1';
+% } elsif ( $region->{'taxnums'} ) {
+% # might be nicer to specify this as country:state:city
+% $link = ';'.join(';', map { "taxnum=$_" } @{ $region->{'taxnums'} });
+% }
+%
+% if ( $bgcolor eq $bgcolor1 ) {
+% $bgcolor = $bgcolor2;
+% } else {
+% $bgcolor = $bgcolor1;
+% }
+%
+% 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' ? '#eeee99' : '#ffffcc';
+% }
+% }
%
%
-%
-
+% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+% my $tdh = qq(TD CLASS="grid" BGCOLOR="$hicolor");
+% my $bigmath = '';
+% my $bme = '';
- | <% $region->{'label'} %> |
-
- <% $money_char %><% sprintf('%.2f', $region->{'total'} ) %>
+ <<%$td%>><% $region->{'label'} %> |
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'sales'} ) %>
- - |
-
- <% $money_char %><% sprintf('%.2f', $region->{'exempt_cust'} ) %>
+% if ( $region->{'label'} eq $out ) {
+ <<%$td%> COLSPAN=12> |
+% } else { #not $out
+ <<%$td%>> -
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'exempt_cust'} ) %>
- - |
-
- <% $money_char %><% sprintf('%.2f', $region->{'exempt_pkg'} ) %>
+ <<%$td%>> - |
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'exempt_pkg'} ) %>
- - |
-
- <% $money_char %><% sprintf('%.2f', $region->{'exempt_monthly'} ) %>
+ <<%$td%>> - |
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'exempt_monthly'} ) %>
- = |
-
- <% $money_char %><% sprintf('%.2f', $region->{'taxable'} ) %>
+ <<%$td%>> = |
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $region->{'taxable'} ) %>
- <% $region->{'label'} eq 'Total' ? '' : ' X ' %> |
- <% $region->{'rate'} %> |
- <% $region->{'label'} eq 'Total' ? '' : ' = ' %> |
-
- <% $money_char %><% sprintf('%.2f', $region->{'owed'} ) %>
+ <<%$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 ( $cgi->param('show_taxclasses') ) {
+% } # if !$out
+% unless ( $cgi->param('show_taxclasses') ) {
+% my $invlink = $region->{'url_param_inv'}
+% ? ';'. $region->{'url_param_inv'}
+% : $link;
-
- <% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %>
+% if ( $region->{'label'} eq $out ) {
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf_nonzero( $region->{'tax'} ) %>
|
-% }
+ <<%$td%>>
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf_nonzero( $region->{'credit'} ) %>
+
+ <<%$td%> COLSPAN=2>
+% } else { #not $out
+ <<%$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'} ) %>
+
+% }
+% } # not $out
% }
-
-% if ( $cgi->param('show_taxclasses') ) {
-
-
-
- <% 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'};
-% }
-% #}
-%
+% if ( $cgi->param('show_taxclasses') ) {
+
+ <% include('/elements/table-grid.html') %>
- | <% $region->{'label'} %> |
-
- <% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %>
- |
+ |
+ 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'};
+% }
%
% if ( $bgcolor eq $bgcolor1 ) {
% $bgcolor = $bgcolor2;
% } else {
% $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;
-
- | Total |
-
- <% $money_char %><% sprintf('%.2f', $tax ) %>
- |
-
+
+ <<%$td%>><% $region->{'label'} %>
+% if ( $region->{'label'} eq $out ) {
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf_nonzero( $region->{'tax'} ) %>
+
+ <<%$td%>>
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf_nonzero( $region->{'credit'} ) %>
+
+ <<%$td%> COLSPAN=2>
+% } else { #not $out
+ <<%$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 $out
+% } #foreach $region
-% }
+% } # if show_taxclasses
+
+<% include('/elements/footer.html') %>
+
+<%init>
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my $DEBUG = $cgi->param('debug') || 0;
+
+my $conf = new FS::Conf;
+
+my $out = 'Out of taxable region(s)';
+
+my %label_opt = ( out => 1 ); #enable 'Out of Taxable Region' label
+$label_opt{with_city} = 1 if $cgi->param('show_cities');
+$label_opt{with_district} = 1 if $cgi->param('show_districts');
+
+$label_opt{with_taxclass} = 1 if $cgi->param('show_taxclasses');
+
+my($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 ) ';
+
+my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
+
+# 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 ";
+my $group = "GROUP BY cust_main_county.taxnum";
+
+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);
+
+# general form
+my $exempt = "SELECT cust_main_county.taxnum, SUM(exempt_charged)
+ FROM cust_main_county
+ JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust $where AND $nottax $group";
+
+my $all_exempt = "SELECT SUM(exempt_charged)
+ FROM cust_main_county
+ JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ USING (taxnum)
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust $where AND $nottax";
+
+# sales to tax-exempt customers
+$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
+$sql{taxable} = "SELECT cust_main_county.taxnum,
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(exempt_charged, 0))
+ FROM cust_main_county
+ JOIN ($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 $where AND $nottax $group";
+
+# Here we're going to sum all line items that are taxable _at all_,
+# under any tax. exempt_charged is the sum of all exemptions for a
+# particular billpkgnum + taxnum; we take the taxnum that has the
+# smallest sum of exemptions and subtract that from the charged amount.
+$all_sql{taxable} = "SELECT
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(min_exempt, 0))
+ FROM cust_bill_pkg
+ JOIN (
+ SELECT invnum, pkgnum, MIN(exempt_charged) AS min_exempt
+ FROM ($pkg_tax) AS pkg_tax
+ JOIN cust_bill_pkg USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum, taxnum)
+ GROUP BY invnum, pkgnum
+ ) AS pkg_is_taxable
+ USING (invnum, pkgnum)
+ $join_cust $where AND $nottax";
+ # we don't join pkg_tax_exempt.taxnum here, because
+
+$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.
+
+# 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 )";
+
+my $istax = "cust_bill_pkg.pkgnum = 0";
+my $named_tax = "(
+ taxname = itemdesc
+ OR ( taxname IS NULL
+ AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )
+ )
+)";
+
+$sql{tax} = "SELECT cust_main_county.taxnum,
+ SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $where AND $istax AND $named_tax
+ $group";
+
+$all_sql{tax} = "SELECT SUM(cust_bill_pkg.setup)
+ FROM cust_bill_pkg
+ $join_cust
+ $where AND $istax";
+
+# sum of credits applied against billed tax
+my $creditfrom = $taxfrom .
+ ' JOIN cust_credit_bill_pkg USING (billpkgtaxlocationnum)';
+my $creditfromwhere = $where .
+ ' AND billpkgtaxratelocationnum IS NULL';
+
+$sql{credit} = "SELECT cust_main_county.taxnum,
+ SUM(cust_credit_bill_pkg.amount)
+ $creditfrom
+ $creditfromwhere AND $istax AND $named_tax
+ $group";
+
+$all_sql{credit} = "SELECT SUM(cust_credit_bill_pkg.amount)
+ FROM cust_credit_bill_pkg
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust
+ $where AND $istax";
+
+my %data;
+my %total = (owed => 0);
+foreach my $k (keys(%sql)) {
+ my $stmt = $sql{$k};
+ warn "\n".uc($k).":\n".$stmt."\n" if $DEBUG;
+ my $sth = dbh->prepare($stmt);
+ # two columns => key/value
+ $sth->execute
+ or die "failed to execute $k query: ".$sth->errstr;
+ $data{$k} = +{ map { @$_ } @{ $sth->fetchall_arrayref([]) } };
+
+ warn "\n".$all_sql{$k}."\n" if $DEBUG;
+ $total{$k} = FS::Record->scalar_sql( $all_sql{$k} );
+ warn Dumper($data{$k}) if $DEBUG > 1;
+}
+# so $data{tax}, for example, is now a hash with one entry
+# for each taxnum, containing the tax billed on that taxnum.
+
+# oddball cases:
+# "out of taxable region" sales
+my %out;
+my $out_sales_sql =
+ "SELECT SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)
+ FROM (cust_bill_pkg $join_cust)
+ LEFT JOIN ($pkg_tax) AS pkg_tax USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum)
+ $where AND $nottax
+ AND pkg_tax.taxnum IS NULL AND pkg_tax_exempt.taxnum IS NULL"
+;
+
+$out_sales_sql =~ s/EXEMPT_WHERE//;
+
+$out{sales} = FS::Record->scalar_sql($out_sales_sql);
+
+# unlinked tax collected (for diagnostics)
+my $out_tax_sql =
+ "SELECT SUM(cust_bill_pkg.setup)
+ FROM (cust_bill_pkg $join_cust)
+ LEFT JOIN cust_bill_pkg_tax_location USING (billpkgnum)
+ $where AND $istax AND cust_bill_pkg_tax_location.billpkgnum IS NULL"
+;
+$out{tax} = FS::Record->scalar_sql($out_tax_sql);
+# unlinked tax credited (for diagnostics)
+my $out_credit_sql =
+ "SELECT SUM(cust_credit_bill_pkg.amount)
+ FROM cust_credit_bill_pkg
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $join_cust
+ $where AND $istax AND cust_credit_bill_pkg.billpkgtaxlocationnum IS NULL"
+;
+$out{credit} = FS::Record->scalar_sql($out_credit_sql);
+
+# all sales
+$total{sales} = FS::Record->scalar_sql(
+ "SELECT SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)
+ FROM cust_bill_pkg $join_cust $where AND $nottax"
+);
+
+#tax-report_groups filtering
+my($group_op, $group_value) = ( '', '' );
+if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ ) {
+ ( $group_op, $group_value ) = ( $1, $2 );
+}
+my $group_test = sub { # to be applied to a tax label
+ 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";
+ }
+};
+
+# if show_taxclasses is on, %base_regions will contain the same data
+# as %regions, but with taxclasses merged together (and ignoring report_group
+# filtering).
+my (%regions, %base_regions);
+my $tot_tax = 0;
+my $tot_credit = 0;
+
+my @loc_params = qw(country state county);
+push @loc_params, 'city' if $cgi->param('show_cities');
+push @loc_params, 'district' if $cgi->param('show_districts');
+
+foreach my $r ( qsearch({ 'table' => 'cust_main_county', })) {
+ my $taxnum = $r->taxnum;
+ # set up a %regions entry for this region's tax label
+ my $label = $r->label(%label_opt);
+ next if $label eq $out;
+ $regions{$label} ||= { label => $label };
+
+ $regions{$label}->{$_} = $r->get($_) foreach @loc_params;
+ $regions{$label}->{taxnums} ||= [];
+ push @{ $regions{$label}->{taxnums} }, $r->taxnum;
+
+ my %x; # keys are data items (like 'tax', 'exempt_cust', etc.)
+ foreach my $k (keys %data) {
+ next unless exists($data{$k}->{$taxnum});
+ $x{$k} = $data{$k}->{$taxnum};
+ $regions{$label}->{$k} += $x{$k};
+ if ( $k eq 'taxable' or $k =~ /^exempt/ ) {
+ $regions{$label}->{'sales'} += $x{$k};
+ }
+ }
+
+ my $owed = $data{'taxable'}->{$taxnum} * ($r->tax/100);
+ $regions{$label}->{'owed'} += $owed;
+ $total{'owed'} += $owed;
+
+ if ( defined($regions{$label}->{'rate'})
+ && $regions{$label}->{'rate'} != $r->tax.'%' ) {
+ $regions{$label}->{'rate'} = 'variable';
+ } else {
+ $regions{$label}->{'rate'} = $r->tax.'%';
+ }
+
+ if ( $cgi->param('show_taxclasses') ) {
+ my $base_label = $r->label(%label_opt, 'with_taxclass' => 0);
+ $base_regions{$base_label} ||=
+ {
+ label => $base_label,
+ tax => 0,
+ credit => 0,
+ };
+ $base_regions{$base_label}->{tax} += $x{tax};
+ $base_regions{$base_label}->{credit} += $x{credit};
+ }
+
+}
+
+my @regions = map { $_->{label} }
+ sort {
+ ($b eq $out) <=> ($a eq $out)
+ or $a->{country} cmp $b->{country}
+ or $a->{state} cmp $b->{state}
+ or $a->{county} cmp $b->{county}
+ or $a->{city} cmp $b->{city}
+ }
+ grep { $_->{sales} > 0 or $_->{tax} > 0 or $_->{credit} > 0 }
+ values %regions;
+
+#tax-report_groups filtering
+@regions = grep &{$group_test}($_), @regions
+ if $group_op;
+
+#calculate totals
+my %taxclasses = ();
+my %county = ();
+my %state = ();
+my %country = ();
+foreach my $label (@regions) {
+ $taxclasses{$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
+@regions =
+ map $regions{$_},
+ sort { $a cmp $b }
+ @regions;
+
+my @base_regions =
+ map $base_regions{$_},
+ sort { $a cmp $b }
+ keys %base_regions;
+
+#add "Out of taxable" and total lines
+%out = ( %out,
+ 'label' => $out,
+ 'rate' => ''
+);
+%total = ( %total,
+ 'label' => 'Total',
+ 'url_param' => $total_url_param,
+ 'url_param_inv' => $total_url_param_invoiced,
+ 'rate' => '',
+);
+push @regions, \%out, \%total;
+push @base_regions, \%out, \%total;
+
+#--
-
-