X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=479b990442e957a3b3777cecd04fcd1d443348f2;hb=63973c641c4be00765fa27e55c57cc5b9aa4da19;hp=dd6779a617ef78f980ce575a7dde1e2860b00b38;hpb=4783789db90ba00a0e57077464c689bd082ffb0f;p=freeside.git diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index dd6779a61..479b99044 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 ) : '' @@ -10,216 +10,273 @@ ) ) %> + +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') ) { - - - <% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %> +% } # if !$out +% unless ( $cgi->param('show_taxclasses') ) { +% my $invlink = $region->{'url_param_inv'} +% ? ';'. $region->{'url_param_inv'} +% : $link; + +% 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; % } -% - - - - Total - - <% $money_char %><% sprintf('%.2f', $tax ) %> - - +% 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'} %> +% 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 $money_char = $conf->config('money_char') || '$'; -my $user = getotaker; +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 $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 ". - "AND (duplicate IS NULL or duplicate = '')"; -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' +my $join_cust = ' JOIN cust_bill USING ( invnum ) + LEFT JOIN cust_main USING ( custnum ) '; - push @base_param, @base_param; +my $join_cust_pkg = $join_cust. + ' LEFT JOIN cust_pkg USING ( pkgnum ) + LEFT JOIN part_pkg USING ( pkgpart ) '; -} else { +my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg "; - $where .= " - AND ( county = ? OR ? = '' ) - AND ( state = ? OR ? = '' ) - AND country = ? - "; - # AND payby != 'COMP' +# 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 ( $cgi->param('agentnum') =~ /^(\d+)$/ ) { @@ -229,191 +286,236 @@ if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) { $where .= ' AND cust_main.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 $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 $DEBUG > 1; } - -my($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'); - +# 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"; + } +}; - $regions{$label}->{'url_param'} .= ';taxclassNULL=1' - if $cgi->param('show_taxclasses'); - - my $same_sql = $r->sql_taxclass_sameregion; - $mywhere .= " AND $same_sql" if $same_sql; - +# 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 $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); + 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.'%' ) { @@ -422,140 +524,112 @@ foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) { $regions{$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 $taxwhere = "$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 - country, - state, - county, - CASE WHEN taxname IS NULL THEN '' ELSE taxname END AS taxname,". - - #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" - , - $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 $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ". - " $taxwhere AND pkgnum = 0 $named_tax"; - - my $x = scalar_sql($r, \@taxparam, $sql ); - $tax += $x; - $regions{$label}->{'tax'} += $x; +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; +} - 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; - } +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; + sort { $a cmp $b } + @regions; my @base_regions = map $base_regions{$_}, - sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } + sort { $a cmp $b } 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, -}; +#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; #-- -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 $money_char = $conf->config('money_char') || '$'; +my $money_sprintf = sub { + $money_char. sprintf('%.2f', shift ); +}; +my $money_sprintf_nonzero = sub { + $_[0] == 0 ? '' : &$money_sprintf($_[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"; +my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1";