1 <& elements/search.html,
2 'title' => emt('Line items'),
3 'name' => emt('line items'),
5 'count_query' => $count_query,
6 'count_addl' => [ $money_char. '%.2f total',
7 $unearned ? ( $money_char. '%.2f unearned revenue' ) : (),
13 emt('Owed'), # useful in 'paid' mode?
15 : ( emt('Setup charge') )
17 ( $use_usage eq 'usage'
19 : emt('Recurring charge')
22 ? ( emt('Charge start'), emt('Charge end') )
27 FS::UI::Web::cust_header(),
30 sub { $_[0]->pkgnum > 0
31 ? $_[0]->get('pkg') # possibly use override.pkg
32 : $_[0]->get('itemdesc') # but i think this correct
34 #strikethrough or "N/A ($amount)" or something these when
35 # they're not applicable to pkg_tax search
36 sub { my $cust_bill_pkg = shift;
39 sprintf($money_char.'%.2f',
40 $cust_bill_pkg->unearned_revenue)
43 sprintf($money_char.'%.2f', $cust_bill_pkg->setup );
47 ? ( $owed_sub, $payment_date_sub, )
50 sub { my $row = shift;
52 if ( $use_usage eq 'recurring' or $unearned ) {
53 $value = $row->recur - $row->usage;
54 } elsif ( $use_usage eq 'usage' ) {
59 sprintf($money_char.'%.2f', $value );
62 ? ( sub { time2str('%b %d %Y', shift->sdate ) },
63 # shift edate back a day
65 # (to avoid skipping a day during DST)
66 sub { time2str('%b %d %Y', shift->edate - 82799 ) },
71 sub { time2str('%b %d %Y', shift->_date ) },
72 \&FS::UI::Web::cust_fields,
76 'setup', #broken in $unearned case i guess
77 ( $unearned ? ('', '') : () ),
78 ( $use_usage eq 'recurring' or $unearned
84 ( $unearned ? ('sdate', 'edate') : () ),
92 ( $unearned ? ( '', '' ) : () ),
94 ( $unearned ? ( '', '' ) : () ),
97 ( map { $_ ne 'Cust. Status' ? $clink : '' }
98 FS::UI::Web::cust_header()
101 #'align' => 'rlrrrc'.FS::UI::Web::cust_aligns(),
103 ( $unearned ? 'rc' : '' ).
105 ( $unearned ? 'cc' : '' ).
107 FS::UI::Web::cust_aligns(),
112 ( $unearned ? ( '', '' ) : () ),
114 ( $unearned ? ( '', '' ) : () ),
117 FS::UI::Web::cust_colors(),
123 ( $unearned ? ( '', '' ) : () ),
125 ( $unearned ? ( '', '' ) : () ),
128 FS::UI::Web::cust_styles(),
133 #LOTS of false laziness below w/cust_credit_bill_pkg.cgi
136 unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
138 my $conf = new FS::Conf;
141 my $unearned_mode = '';
142 my $unearned_base = '';
143 my $unearned_sql = '';
145 my @select = ( 'cust_bill_pkg.*', 'cust_bill._date' );
146 my ($join_cust, $join_pkg ) = ('', '');
148 #here is the agent virtualization
150 $FS::CurrentUser::CurrentUser->agentnums_sql( 'table' => 'cust_main' );
152 my @where = ( $agentnums_sql );
154 my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
156 if ( $cgi->param('status') =~ /^([a-z]+)$/ ) {
157 push @where, FS::cust_main->cust_status_sql . " = '$1'";
160 if ( $cgi->param('distribute') == 1 ) {
161 push @where, "sdate <= $ending",
162 "edate > $beginning",
166 push @where, "cust_bill._date >= $beginning",
167 "cust_bill._date <= $ending";
170 if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
171 push @where, "cust_main.agentnum = $1";
174 if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
175 push @where, "cust_main.refnum = $1";
179 # not specified: all classes
182 my $use_override = $cgi->param('use_override');
183 if ( $cgi->param('classnum') =~ /^(\d+)$/ ) {
186 $comparison = "IS NULL";
188 $comparison = "= $1";
191 if ( $use_override ) {
193 part_pkg.classnum $comparison AND pkgpart_override IS NULL OR
194 override.classnum $comparison AND pkgpart_override IS NOT NULL
197 push @where, "part_pkg.classnum $comparison";
201 if ( $cgi->param('taxclass')
202 && ! $cgi->param('istax') #no part_pkg.taxclass in this case
203 #(should we save a taxclass or a link to taxnum
204 # in cust_bill_pkg or something like
205 # cust_bill_pkg_tax_location?)
209 #override taxclass when use_override is specified? probably
210 #if ( $use_override ) {
213 # ' ( '. join(' OR ',
215 # ' ( part_pkg.taxclass = '. dbh->quote($_).
216 # ' AND pkgpart_override IS NULL '.
218 # ' override.taxclass = '. dbh->quote($_).
219 # ' AND pkgpart_override IS NOT NULL '.
222 # $cgi->param('taxclass')
228 push @where, ' part_pkg.taxclass IN ( '.
229 join(', ', map dbh->quote($_), $cgi->param('taxclass') ).
236 my @loc_param = qw( district city county state country );
238 if ( $cgi->param('out') ) {
240 my ( $loc_sql, @param ) = FS::cust_pkg->location_sql( 'ornull' => 1 );
241 while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
242 $loc_sql =~ s/\?/'cust_main_county.'.shift(@param)/e;
245 $loc_sql =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g
246 if $cgi->param('istax');
250 SELECT COUNT(*) FROM cust_main_county
251 WHERE cust_main_county.tax > 0
256 #not linked to by anything, but useful for debugging "out of taxable region"
257 if ( grep $cgi->param($_), @loc_param ) {
259 my %ph = map { $_ => dbh->quote( scalar($cgi->param($_)) ) } @loc_param;
261 my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
262 while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
263 $loc_sql =~ s/\?/$ph{shift(@param)}/e;
266 push @where, $loc_sql;
270 } elsif ( $cgi->param('country') ) {
272 my @counties = $cgi->param('county');
274 if ( scalar(@counties) > 1 ) {
276 #hacky, could be more efficient. care if it is ever used for more than the
277 # tax-report_groups filtering kludge
280 ' ( '. join(' OR ', map {
282 my %ph = ( 'county' => dbh->quote($_),
283 map { $_ => dbh->quote( $cgi->param($_) ) }
284 qw( district city state country )
287 my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
288 while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
289 $loc_sql =~ s/\?/$ph{shift(@param)}/e;
298 push @where, $locs_sql;
302 my %ph = map { $_ => dbh->quote( scalar($cgi->param($_)) ) } @loc_param;
304 my ( $loc_sql, @param ) = FS::cust_pkg->location_sql;
305 while ( $loc_sql =~ /\?/ ) { #easier to do our own substitution
306 $loc_sql =~ s/\?/$ph{shift(@param)}/e;
309 push @where, $loc_sql;
313 if ( $cgi->param('istax') ) {
314 if ( $cgi->param('taxname') ) {
315 push @where, 'itemdesc = '. dbh->quote( $cgi->param('taxname') );
316 #} elsif ( $cgi->param('taxnameNULL') {
318 push @where, "( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
320 } elsif ( $cgi->param('nottax') ) {
321 #what can we usefully do with "taxname" ???? look up a class???
323 #warn "neither nottax nor istax parameters specified";
326 if ( $cgi->param('taxclassNULL')
327 && ! $cgi->param('istax') #no part_pkg.taxclass in this case
328 #(see comment above?)
331 my %hash = ( 'country' => scalar($cgi->param('country')) );
332 foreach (qw( state county )) {
333 $hash{$_} = scalar($cgi->param($_)) if $cgi->param($_);
335 my $cust_main_county = qsearchs('cust_main_county', \%hash);
336 die "unknown base region for empty taxclass" unless $cust_main_county;
338 my $same_sql = $cust_main_county->sql_taxclass_sameregion;
339 $same_sql =~ s/taxclass/part_pkg.taxclass/g;
340 push @where, $same_sql if $same_sql;
344 } elsif ( scalar( grep( /locationtaxid/, $cgi->param ) ) ) {
346 push @where, FS::tax_rate_location->location_sql(
347 map { $_ => (scalar($cgi->param($_)) || '') }
348 qw( district city county state locationtaxid )
353 # unearned revenue mode
354 if ( $cgi->param('unearned_now') =~ /^(\d+)$/ ) {
357 $unearned_mode = $cgi->param('mode');
359 push @where, "cust_bill_pkg.sdate < $unearned",
360 "cust_bill_pkg.edate > $unearned",
361 "cust_bill_pkg.recur != 0",
362 "part_pkg.freq != '0'";
364 if ( !$cgi->param('include_monthly') ) {
366 "part_pkg.freq != '1'",
367 "part_pkg.freq NOT LIKE '%h'",
368 "part_pkg.freq NOT LIKE '%d'",
369 "part_pkg.freq NOT LIKE '%w'";
372 my $usage_sql = FS::cust_bill_pkg->usage_sql;
373 push @select, "($usage_sql) AS usage"; # we need this
374 my $paid_sql = 'GREATEST(' .
375 FS::cust_bill_pkg->paid_sql($unearned, '', setuprecur => 'recur') .
378 push @select, "$paid_sql AS paid_no_usage"; # need this either way
380 if ( $unearned_mode eq 'paid' ) {
381 # then use the amount paid, minus usage charges
382 $unearned_base = $paid_sql;
385 # use the amount billed, minus usage charges and credits
386 $unearned_base = "GREATEST( cust_bill_pkg.recur - ".
387 FS::cust_bill_pkg->credited_sql($unearned, '', setuprecur => 'recur') .
389 # include only rows that have some non-usage, non-credited portion
391 # whatever we're using as the base, only show rows where it's positive
392 push @where, "$unearned_base > 0";
394 my $period = "CAST(cust_bill_pkg.edate - cust_bill_pkg.sdate AS REAL)";
395 my $elapsed = "GREATEST( $unearned - cust_bill_pkg.sdate, 0 )";
396 my $remaining = "(1 - $elapsed/$period)";
398 $unearned_sql = "CAST( $unearned_base * $remaining AS DECIMAL(10,2) )";
399 push @select, "$unearned_sql AS unearned_revenue";
401 # last payment/credit date
402 my %t = (pay => 'cust_bill_pay', credit => 'cust_credit_bill');
403 foreach my $x (qw(pay credit)) {
405 my $link = $table.'_pkg';
406 my $pkey = dbdef->table($table)->primary_key;
407 my $last_date_sql = "SELECT MAX(_date)
408 FROM $table JOIN $link USING ($pkey)
409 WHERE $link.billpkgnum = cust_bill_pkg.billpkgnum
410 AND $table._date <= $unearned";
411 push @select, "($last_date_sql) AS last_$x";
416 if ( $cgi->param('itemdesc') ) {
417 if ( $cgi->param('itemdesc') eq 'Tax' ) {
418 push @where, "(itemdesc='Tax' OR itemdesc is null)";
420 push @where, 'itemdesc='. dbh->quote($cgi->param('itemdesc'));
424 if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ && $cgi->param('istax') ) {
425 my ( $group_op, $group_value ) = ( $1, $2 );
426 if ( $group_op eq '=' ) {
427 #push @where, 'itemdesc LIKE '. dbh->quote($group_value.'%');
428 push @where, 'itemdesc = '. dbh->quote($group_value);
429 } elsif ( $group_op eq '!=' ) {
430 push @where, '( itemdesc != '. dbh->quote($group_value) .' OR itemdesc IS NULL )';
432 die "guru meditation #00de: group_op $group_op\n";
437 push @where, 'cust_bill_pkg.pkgnum != 0' if $cgi->param('nottax');
438 push @where, 'cust_bill_pkg.pkgnum = 0' if $cgi->param('istax');
440 if ( $cgi->param('cust_tax') ) {
441 #false laziness -ish w/report_tax.cgi
443 if ( $cgi->param('taxname') ) {
444 my $q_taxname = dbh->quote($cgi->param('taxname'));
447 OR EXISTS ( SELECT 1 FROM cust_main_exemption
448 WHERE cust_main_exemption.custnum = cust_main.custnum
449 AND cust_main_exemption.taxname = $q_taxname )
453 $cust_exempt = " tax = 'Y' ";
456 push @where, $cust_exempt;
459 my $use_usage = $cgi->param('use_usage');
462 if ( $cgi->param('pkg_tax') ) {
467 ( CASE WHEN part_pkg.setuptax = 'Y'
468 THEN cust_bill_pkg.setup
473 ( CASE WHEN part_pkg.recurtax = 'Y'
474 THEN cust_bill_pkg.recur
481 push @where, "( ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
482 OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 ) )",
483 "( tax != 'Y' OR tax IS NULL )";
485 } elsif ( $cgi->param('taxable') ) {
487 my $setup_taxable = "(
488 CASE WHEN part_pkg.setuptax = 'Y'
490 ELSE cust_bill_pkg.setup
494 my $recur_taxable = "(
495 CASE WHEN part_pkg.recurtax = 'Y'
497 ELSE cust_bill_pkg.recur
502 SELECT COALESCE( SUM(amount), 0 ) FROM cust_tax_exempt_pkg
503 WHERE cust_tax_exempt_pkg.billpkgnum = cust_bill_pkg.billpkgnum
507 "SELECT COUNT(*), SUM( $setup_taxable + $recur_taxable - $exempt )";
510 #not tax-exempt package (setup or recur)
512 ( ( part_pkg.setuptax != 'Y' OR part_pkg.setuptax IS NULL )
513 AND cust_bill_pkg.setup > 0 )
515 ( ( part_pkg.recurtax != 'Y' OR part_pkg.recurtax IS NULL )
516 AND cust_bill_pkg.recur > 0 )
518 #not a tax_exempt customer
519 "( tax != 'Y' OR tax IS NULL )";
520 #not covered in full by a monthly tax exemption (texas tax)
521 "0 < ( $setup_taxable + $recur_taxable - $exempt )",
526 $count_query = "SELECT COUNT(*), ";
528 $count_query = "SELECT COUNT(DISTINCT billpkgnum), ";
532 $count_query .= "SUM( $unearned_base ), SUM( $unearned_sql )";
533 } elsif ( $use_usage eq 'recurring' ) {
534 $count_query .= "SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - usage)";
535 } elsif ( $use_usage eq 'usage' ) {
536 $count_query .= "SUM(usage)";
537 } elsif ( scalar( grep( /locationtaxid/, $cgi->param ) ) ) {
538 $count_query .= "SUM( COALESCE(cust_bill_pkg_tax_rate_location.amount, cust_bill_pkg.setup + cust_bill_pkg.recur))";
539 } elsif ( $cgi->param('iscredit') eq 'rate') {
540 $count_query .= "SUM( cust_credit_bill_pkg.amount )";
542 $count_query .= "SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)";
547 $join_cust = ' JOIN cust_bill USING ( invnum )
548 LEFT JOIN cust_main USING ( custnum ) ';
550 if ( $cgi->param('nottax') ) {
552 $join_pkg .= ' LEFT JOIN cust_pkg USING ( pkgnum )
553 LEFT JOIN part_pkg USING ( pkgpart )
554 LEFT JOIN part_pkg AS override
555 ON pkgpart_override = override.pkgpart ';
556 $join_pkg .= ' LEFT JOIN cust_location USING ( locationnum ) '
557 if $conf->exists('tax-pkg_address');
559 } elsif ( $cgi->param('istax') ) {
561 #false laziness w/report_tax.cgi $taxfromwhere
562 if ( scalar( grep( /locationtaxid/, $cgi->param ) ) ||
563 $cgi->param('iscredit') eq 'rate') {
566 ' LEFT JOIN cust_bill_pkg_tax_rate_location USING ( billpkgnum ) '.
567 ' LEFT JOIN tax_rate_location USING ( taxratelocationnum ) ';
569 } elsif ( $conf->exists('tax-pkg_address') ) {
571 $join_pkg .= ' LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
572 LEFT JOIN cust_location USING ( locationnum ) ';
574 #quelle kludge, somewhat false laziness w/report_tax.cgi
575 s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g for @where;
578 if ( $cgi->param('iscredit') ) {
579 $join_pkg .= ' JOIN cust_credit_bill_pkg USING ( billpkgnum';
580 if ( $cgi->param('iscredit') eq 'rate' ) {
581 $join_pkg .= ', billpkgtaxratelocationnum )';
582 } elsif ( $conf->exists('tax-pkg_address') ) {
583 $join_pkg .= ', billpkgtaxlocationnum )';
584 push @where, "billpkgtaxratelocationnum IS NULL";
587 push @where, "billpkgtaxratelocationnum IS NULL";
594 warn "neiether nottax nor istax parameters specified";
596 $join_pkg = ' LEFT JOIN cust_pkg USING ( pkgnum )
597 LEFT JOIN part_pkg USING ( pkgpart ) ';
601 my $where = ' WHERE '. join(' AND ', @where);
605 " FROM (SELECT cust_bill_pkg.setup, cust_bill_pkg.recur,
606 ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_bill_pkg_detail
607 WHERE cust_bill_pkg.billpkgnum = cust_bill_pkg_detail.billpkgnum
608 ) AS usage FROM cust_bill_pkg $join_cust $join_pkg $where
611 $count_query .= " FROM cust_bill_pkg $join_cust $join_pkg $where";
614 push @select, 'part_pkg.pkg',
616 unless $cgi->param('istax');
618 push @select, 'cust_main.custnum',
619 FS::UI::Web::cust_sql_fields();
622 'table' => 'cust_bill_pkg',
623 'addl_from' => "$join_cust $join_pkg",
625 'select' => join(",\n", @select ),
626 'extra_sql' => $where,
627 'order_by' => 'ORDER BY cust_bill._date, billpkgnum',
630 my $ilink = [ "${p}view/cust_bill.cgi?", 'invnum' ];
631 my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ];
633 my $conf = new FS::Conf;
634 my $money_char = $conf->config('money_char') || '$';
637 $money_char . shift->get('owed') # owed_recur is not correct here
639 my $payment_date_sub = sub {
640 #my $cust_bill_pkg = shift;
641 my @cust_pay = sort { $a->_date <=> $b->_date }
642 map $_->cust_bill_pay->cust_pay,
643 shift->cust_bill_pay_pkg('recur') #recur :/
645 time2str('%b %d %Y', $cust_pay[-1]->_date );