X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=b73910a48060bcdab89b6776ab57d360dab95568;hb=113de1f1167d9bc194e467b14a9d2f7f673d687f;hp=08b6d079698e9521675788b5016ba0a272a933e6;hpb=8f6a34b553a7ca9b7fc9c9cf5802ce418e3a5296;p=freeside.git diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index 08b6d0796..b73910a48 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,64 +1,140 @@ - <% 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); -$cgi->param('ending') =~ /^([ 0-9\-\/]{0,10})$/; -my $pending = $1; -my $ending = ( str2time($1) || 4294880896 ) + 86399; +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 <= $ending + AND ( county = ? OR ? = '' ) + AND ( state = ? OR ? = '' ) + AND country = ? + AND payby != 'COMP' +"; +my @base_param = qw( county county state state country ); -my($total, $exempt, $taxable, $tax) = ( 0, 0, 0, 0 ); +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 + 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', {}) ) { - 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 $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; } - #match taxclass too? +# 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; + $total += $t; + $regions{$label}->{'total'} += $t; + + ## calculate package-exemption for this region - foreach my $e ( grep { $r->get($_.'tax') =~ /^Y/i } qw( setup recur ) ) { - my $x = scalar_sql($r, + 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 += $x; - $regions{$label}->{'exempt'} += $x; + $exempt_pkg += $x; + $regions{$label}->{'exempt_pkg'} += $x; } - foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i } qw( setup recur ) ) { - my $x = scalar_sql($r, - "SELECT SUM($e) $fromwhere AND $nottax" + ## calculate customer-exemption for this region + + my($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 )" + ); + + $x_cust += scalar_sql($r, \@param, + "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'" ); - $taxable += $x; - $regions{$label}->{'taxable'} += $x; } + $exempt_cust += $x_cust; + $regions{$label}->{'exempt_cust'} += $x_cust; + + ## calculate monthly exemption (texas tax) for this region + + my($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 $x_monthly = scalar_sql($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; + } + + $exempt_monthly += $x_monthly; + $regions{$label}->{'exempt_monthly'} += $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'; @@ -66,73 +142,199 @@ foreach my $r ( qsearch('cust_main_county', {}) ) { $regions{$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 $x = scalar_sql($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; - } #ordering my @regions = map $regions{$_}, - sort { ( $b eq $out cmp $a eq $out ) || ( $a cmp $b ) } + sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } keys %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 $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; +} + #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() %> +<% + +my $baselink = $p. "search/cust_bill_pkg.cgi?begin=$beginning;end=$ending"; + +%> + + +<%= header( "$agentname Sales Tax Report - ". + time2str('%h %o %Y through ', $beginning ). + ( $cgi->param('ending') == 4294967295 + ? 'now' + : time2str('%h %o %Y', $ending ) + ), + menubar( 'Main Menu'=>$p, ) + ) +%> + +<%= include('/elements/table-grid.html') %> + - - Sales - Rate - Tax + + Sales + Rate + Tax owed + Tax invoiced - Total - Non-taxable - Taxable + Total + Non-taxable
(tax-exempt customer) + Non-taxable
(tax-exempt package) + Non-taxable
(monthly exemption) + Taxable - <% foreach my $region ( @regions ) { %> + +<% 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'} %> - $<%= $region->{'total'} %> - $<%= $region->{'exempt'} %> - $<%= $region->{'taxable'} %> - <%= $region->{'rate'} %> - $<%= $region->{'tax'} %> + <%= $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). +<% } %> +