X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=587665740d9808c27a5d960ae264182ad0ad6551;hb=f2ccd32479007116f0008ffe67e933300b763b33;hp=aec91c415b09db92dabf36a8d018d2d810fc1116;hpb=29a82b24b37fee37588efb96928574ac1a452d88;p=freeside.git diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index aec91c415..587665740 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -11,58 +11,49 @@ $cgi->param('ending') =~ /^([ 0-9\-\/]{0,10})$/; my $pending = $1; my $ending = ( $1 ? str2time($1) : 4294880896 ) + 86399; -my($total, $exempt, $taxable, $tax) = ( 0, 0, 0, 0 ); +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 $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, $exempt, $taxable, $owed, $tax) = ( 0, 0, 0, 0, 0 ); my $out = 'Out of taxable region(s)'; my %regions; -foreach my $r ( - qsearch('cust_main_county', {}, '', - "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 - )" - ) -) { +foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) { #warn $r->county. ' '. $r->state. ' '. $r->country. "\n"; - my $label; - if ( $r->tax == 0 ) { - $label = $out; - } elsif ( $r->taxname ) { - $label = $r->taxname; - } else { - $label = $r->country; - $label = $r->state.", $label" if $r->state; - $label = $r->county." county, $label" if $r->county; - } - - 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 $taxwhere = my $fromwhere = " - FROM cust_bill_pkg - JOIN cust_bill USING ( invnum ) - JOIN cust_main USING ( custnum ) - "; - - $fromwhere .= $join_pkg. $where; - $taxwhere .= $where; + my $label = getlabel($r); + $regions{$label}->{'label'} = $label; - my @taxparam = my @param = qw( county county state state country ); + my $fromwhere = $from_join_cust. $join_pkg. $where; + my @param = @base_param; if ( $r->taxclass ) { $fromwhere .= " AND ( taxclass = ? ) "; @@ -86,21 +77,46 @@ foreach my $r ( $regions{$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 ) ) { - my $t = scalar_sql($r, \@param, + $t += scalar_sql($r, \@param, "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )" ); - $taxable += $t; - $regions{$label}->{'taxable'} += $t; - my $x = scalar_sql($r, \@param, + $x += scalar_sql($r, \@param, "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'" ); - $exempt += $x; - $regions{$label}->{'exempt'} += $x; } + my($sday,$smon,$syear) = (localtime($beginning) )[ 3, 4, 5 ]; + $monthly_exempt_warning=1 if $sday != 1 && $beginning; + $smon++; $syear+=1900; + + my $eending = ( $ending == 4294967295 ) ? time : $ending; + my($eday,$emon,$eyear) = (localtime($eending) )[ 3, 4, 5 ]; + $emon++; $eyear+=1900; + + 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 ) )" + ); + #warn $r->taxnum(). ": $monthly_exemption\n"; + if ( $monthly_exemption ) { + $t -= $monthly_exemption; + $x += $monthly_exemption; + } + + $taxable += $t; + $regions{$label}->{'taxable'} += $t; + + $exempt += $x; + $regions{$label}->{'exempt'} += $x; + + $owed += $t * ($r->tax/100); + $regions{$label}->{'owed'} += $t * ($r->tax/100); + if ( defined($regions{$label}->{'rate'}) && $regions{$label}->{'rate'} != $r->tax.'%' ) { $regions{$label}->{'rate'} = 'variable'; @@ -108,8 +124,32 @@ foreach my $r ( $regions{$label}->{'rate'} = $r->tax.'%'; } +} + +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) : ''; + 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", @@ -117,8 +157,6 @@ foreach my $r ( $tax += $x; $regions{$label}->{'tax'} += $x; - $regions{$label}->{'label'} = $label; - } #ordering @@ -132,11 +170,33 @@ push @regions, { 'exempt' => $exempt, 'taxable' => $taxable, 'rate' => '', + 'owed' => $owed, 'tax' => $tax, }; #-- +sub getlabel { + my $r = shift; + + my $label; + if ( $r->tax == 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 = $r->taxname. " ($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 { @@ -157,7 +217,8 @@ sub scalar_sql { Sales Rate - Tax + Tax owed + Tax invoiced Total @@ -171,12 +232,21 @@ sub scalar_sql { $<%= sprintf('%.2f', $region->{'exempt'} ) %> $<%= 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). +<% } %> +