X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=918383b6743c891aeeb17a63a6ceb2290cc6e836;hb=a29e87197c593e4e6b9eb8e66bf03ea61006a5af;hp=08b6d079698e9521675788b5016ba0a272a933e6;hpb=8f6a34b553a7ca9b7fc9c9cf5802ce418e3a5296;p=freeside.git diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index 08b6d0796..918383b67 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,63 +1,409 @@ - -<% +<% 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 +% unless ( $cgi->param('show_taxclasses') ) { + + 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 = ''; +% 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->{'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 ( $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'}; +% } +% #} +% + + + + <% $region->{'label'} %> + + <% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %> + + +% } +% +% if ( $bgcolor eq $bgcolor1 ) { +% $bgcolor = $bgcolor2; +% } else { +% $bgcolor = $bgcolor1; +% } +% + + + + Total + + <% $money_char %><% sprintf('%.2f', $tax ) %> + + + + +% } + + + + +<%init> + +die "access denied" + unless $FS::CurrentUser::CurrentUser->access_right('Financial reports'); + +my $conf = new FS::Conf; +my $money_char = $conf->config('money_char') || '$'; my $user = getotaker; -$cgi->param('beginning') =~ /^([ 0-9\-\/]{0,10})$/; -my $pbeginning = $1; -my $beginning = str2time($1) || 0; +my($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') ) { + + $gotcust .= " + WHERE + + ( cust_main_county.country = cust_main.country + OR cust_main_county.country = cust_main.ship_country + ) + + AND + + ( + + ( ( ship_last IS NULL OR ship_last = '' ) + AND ( cust_main_county.country = cust_main.country ) + AND ( cust_main_county.state = cust_main.state + OR cust_main_county.state = '' + OR cust_main_county.state IS NULL ) + AND ( cust_main_county.county = cust_main.county + OR cust_main_county.county = '' + OR cust_main_county.county IS NULL ) + ) + + OR + + ( ship_last IS NOT NULL AND ship_last != '' + AND ( cust_main_county.country = cust_main.ship_country ) + AND ( cust_main_county.state = cust_main.ship_state + OR cust_main_county.state = '' + OR cust_main_county.state IS NULL ) + AND ( cust_main_county.county = cust_main.ship_county + OR cust_main_county.county = '' + OR cust_main_county.county IS NULL ) + ) + + ) -$cgi->param('ending') =~ /^([ 0-9\-\/]{0,10})$/; -my $pending = $1; -my $ending = ( str2time($1) || 4294880896 ) + 86399; + 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, $exempt, $taxable, $tax) = ( 0, 0, 0, 0 ); +} + +my($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; -foreach my $r ( qsearch('cust_main_county', {}) ) { - 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 %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'); } - #match taxclass too? + my $fromwhere = $from_join_cust. $join_pkg. $mywhere. " AND payby != 'COMP' "; + +# my $label = getlabel($r); +# $regions{$label}->{'label'} = $label; - my $fromwhere = " - FROM cust_bill_pkg - JOIN cust_bill USING ( invnum ) - JOIN cust_main USING ( custnum ) - WHERE _date >= $beginning AND _date <= $ending - AND county = ? AND state = ? AND country = ? - "; my $nottax = 'pkgnum != 0'; - my $a = scalar_sql($r, - "SELECT SUM(setup+recur) $fromwhere AND $nottax" + ## 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( setup recur ) ) { - my $x = scalar_sql($r, - "SELECT SUM($e) $fromwhere AND $nottax" - ); - $exempt += $x; - $regions{$label}->{'exempt'} += $x; - } + $total += $t; + $regions{$label}->{'total'} += $t; - foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i } qw( setup recur ) ) { - my $x = scalar_sql($r, - "SELECT SUM($e) $fromwhere AND $nottax" - ); - $taxable += $x; - $regions{$label}->{'taxable'} += $x; - } + ## 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.'%' ) { @@ -66,74 +412,128 @@ foreach my $r ( qsearch('cust_main_county', {}) ) { $regions{$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) : ''; - my $x = scalar_sql($r, - "SELECT SUM(setup+recur) $fromwhere AND pkgnum = 0 $named_tax", + 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; - $regions{$label}->{'label'} = $label; + 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 { ( $b eq $out cmp $a eq $out ) || ( $a cmp $b ) } - 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' => '', - '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 + && ! 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, $sql ) = @_; + my( $r, $param, $sql ) = @_; + #warn "$sql\n"; my $sth = dbh->prepare($sql) or die dbh->errstr; - $sth->execute( map $r->$_(), qw( county state country ) ) + $sth->execute( map $r->$_(), @$param ) or die "Unexpected error executing statement $sql: ". $sth->errstr; $sth->fetchrow_arrayref->[0] || 0; } -%> - -<%= header( "Sales Tax Report - $pbeginning through ".($pending||'now'), - menubar( 'Main Menu'=>$p, ) ) %> -<%= table() %> - - - Sales - Rate - Tax - - - Total - Non-taxable - Taxable - - <% foreach my $region ( @regions ) { %> - - <%= $region->{'label'} %> - $<%= $region->{'total'} %> - $<%= $region->{'exempt'} %> - $<%= $region->{'taxable'} %> - <%= $region->{'rate'} %> - $<%= $region->{'tax'} %> - - <% } %> - - - - +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"; +