X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=bfc76d787e242a817696d57702256c67acec2165;hb=a3493ac498ed57b754f776390fb20239a11e4a04;hp=8b1c095b68027893a139d4eb278e07f3e24f62eb;hpb=7c17ae7d898fcbaa1b95c821b72b2250e02a0f3b;p=freeside.git diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index 8b1c095b6..bfc76d787 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,107 +1,142 @@ - <% my $user = getotaker; -$cgi->param('beginning') =~ /^([ 0-9\-\/]{0,10})$/; -my $pbeginning = $1; -my $beginning = $1 ? 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 = ( $1 ? 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 $taxclass_flag = 0; +my($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', {}, '', - "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 %regions = (); +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 $fromwhere = " - FROM cust_bill_pkg - JOIN cust_bill USING ( invnum ) - JOIN cust_main USING ( custnum ) - LEFT OUTER JOIN cust_pkg USING ( pkgnum ) - LEFT OUTER JOIN part_pkg USING ( pkgpart ) - WHERE _date >= $beginning AND _date <= $ending - AND ( county = ? OR ? = '' ) - AND ( state = ? OR ? = '' ) - AND ( country = ? ) - AND payby != 'COMP' - "; - my @param = qw( county county state state country ); # taxclass); - - my $num_others = - scalar_sql( $r, [qw( country state state county county taxname taxname )], - "SELECT COUNT(*) FROM cust_main_county - WHERE country = ? - AND ( state = ? OR ( state IS NULL AND ? = '' ) ) - AND ( county = ? OR ( county IS NULL AND ? = '' ) ) - AND ( taxname = ? OR ( taxname IS NULL AND ? = '' ) ) " - ); + my $label = getlabel($r); + $regions{$label}->{'label'} = $label; + $regions{$label}->{'url_param'} = join(';', map "$_=".$r->$_(), qw( county state country ) ); - die "didn't even find self?" unless $num_others; + my $fromwhere = $from_join_cust. $join_pkg. $where; + my @param = @base_param; - if ( $num_others > 1 ) { - $fromwhere .= " AND ( taxclass = ? ) "; + if ( $r->taxclass ) { + $fromwhere .= " AND taxclass = ? "; push @param, 'taxclass'; + $regions{$label}->{'url_param'} .= ';taxclass='. $r->taxclass + if $cgi->param('show_taxclasses'); + $taxclass_flag = 1; } +# my $label = getlabel($r); +# $regions{$label}->{'label'} = $label; + my $nottax = 'pkgnum != 0'; - my $a = scalar_sql($r, \@param, + ## 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( 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'} += $x; } + ## calculate customer-exemption for this region + + my($taxable, $x_cust) = (0, 0); foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i } qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) { - my $t = scalar_sql($r, \@param, + $taxable += scalar_sql($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, + $x_cust += scalar_sql($r, \@param, "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'" ); - $exempt += $x; - $regions{$label}->{'exempt'} += $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'; @@ -109,35 +144,111 @@ foreach my $r ( $regions{$label}->{'rate'} = $r->tax.'%'; } +} + +my $taxwhere = "$from_join_cust $where"; +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; + my @param = @base_param; + #match itemdesc if necessary! - my $named_tax = $r->taxname ? 'AND itemdesc = '. dbh->quote($r->taxname) : ''; - my $x = scalar_sql($r, \@param, - "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere ". + 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 { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } - 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') + && ! $opt{'no_taxclasses'}; + #$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 { @@ -151,33 +262,148 @@ sub scalar_sql { %> -<%= 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 ). + ( $ending == 4294967295 + ? 'now' + : time2str('%h %o %Y', $ending ) + ), + menubar( 'Main Menu'=>$p, ) + ) +%> + +<%= include('/elements/table-grid.html') %> + - - Sales - Rate - Tax + + Sales + Rate + Tax owed + <% unless ( $cgi->param('show_taxclasses') ) { %> + 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'} %> - $<%= sprintf('%.2f', $region->{'total'} ) %> - $<%= sprintf('%.2f', $region->{'exempt'} ) %> - $<%= sprintf('%.2f', $region->{'taxable'} ) %> - <%= $region->{'rate'} %> - $<%= sprintf('%.2f', $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'} ) %> + + <% unless ( $cgi->param('show_taxclasses') ) { %> + + $<%= sprintf('%.2f', $region->{'tax'} ) %> + + <% } %> + <% } %> + +<% if ( $cgi->param('show_taxclasses') ) { %> + +
+ <%= include('/elements/table-grid.html') %> + + + Tax invoiced + + + <% #some false laziness w/above + foreach my $region ( @base_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'} %> + + $<%= 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). +<% } %> +