1 <% include("/elements/header.html", "$agentname Tax Report - ".
3 ? time2str('%h %o %Y ', $beginning )
7 ( $ending == 4294967295
9 : time2str('%h %o %Y', $ending )
14 <% include('/elements/table-grid.html') %>
17 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
18 <TH CLASS="grid" BGCOLOR="#cccccc" COLSPAN=9>Sales</TH>
19 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
20 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Rate</TH>
21 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
22 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax owed</TH>
23 % unless ( $cgi->param('show_taxclasses') ) {
24 <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax invoiced</TH>
29 <TH CLASS="grid" BGCOLOR="#cccccc">Total</TH>
30 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
31 <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt customer)</FONT></TH>
32 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
33 <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt package)</FONT></TH>
34 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
35 <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(monthly exemption)</FONT></TH>
36 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
37 <TH CLASS="grid" BGCOLOR="#cccccc">Taxable</TH>
40 % my $bgcolor1 = '#eeeeee';
41 % my $bgcolor2 = '#ffffff';
44 % foreach my $region ( @regions ) {
47 % if ( $region->{'label'} ne 'Total' ) {
48 % if ( $region->{'label'} eq $out ) {
51 % $link = ';'. $region->{'url_param'};
55 % if ( $bgcolor eq $bgcolor1 ) {
56 % $bgcolor = $bgcolor2;
58 % $bgcolor = $bgcolor1;
62 % my $hicolor = $bgcolor;
63 % unless ( $cgi->param('show_taxclasses') ) {
64 % my $diff = abs( sprintf( '%.2f', $region->{'owed'} )
65 % - sprintf( '%.2f', $region->{'tax'} )
67 % if ( $diff > 0.02 ) {
68 % # $hicolor = $hicolor eq '#eeeeee' ? '#eeee66' : '#ffff99';
69 % #} elsif ( $diff ) {
70 % $hicolor = $hicolor eq '#eeeeee' ? '#eeee99' : '#ffffcc';
75 % my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
76 % my $tdh = qq(TD CLASS="grid" BGCOLOR="$hicolor");
77 % my $bigmath = '<FONT FACE="sans-serif" SIZE="+1"><B>';
78 % my $bme = '</B></FONT>';
81 <<%$td%>><% $region->{'label'} %></TD>
82 <<%$td%> ALIGN="right">
83 <A HREF="<% $baselink. $link %>;nottax=1"
84 ><% &$money_sprintf( $region->{'total'} ) %></A>
86 <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
87 <<%$td%> ALIGN="right">
88 <A HREF="<% $baselink. $link %>;nottax=1;cust_tax=Y"
89 ><% &$money_sprintf( $region->{'exempt_cust'} ) %></A>
91 <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
92 <<%$td%> ALIGN="right">
93 <A HREF="<% $baselink. $link %>;nottax=1;pkg_tax=Y"
94 ><% &$money_sprintf( $region->{'exempt_pkg'} ) %></A>
96 <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
97 <<%$td%> ALIGN="right">
98 <A HREF="<% $exemptlink. $link %>"
99 ><% &$money_sprintf( $region->{'exempt_monthly'} ) %></A>
101 <<%$td%>><FONT SIZE="+1"><B> = </B></FONT></TD>
102 <<%$td%> ALIGN="right">
103 <A HREF="<% $baselink. $link %>;nottax=1;taxable=1"
104 ><% &$money_sprintf( $region->{'taxable'} ) %></A>
106 <<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath X $bme" %></TD>
107 <<%$td%> ALIGN="right"><% $region->{'rate'} %></TD>
108 <<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath = $bme" %></TD>
109 <<%$tdh%> ALIGN="right">
110 <% &$money_sprintf( $region->{'owed'} ) %>
113 % unless ( $cgi->param('show_taxclasses') ) {
114 <<%$tdh%> ALIGN="right">
115 <A HREF="<% $baselink. $link %>;istax=1"
116 ><% &$money_sprintf( $region->{'tax'} ) %></A>
125 % if ( $cgi->param('show_taxclasses') ) {
128 <% include('/elements/table-grid.html') %>
130 <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
131 <TH CLASS="grid" BGCOLOR="#cccccc">Tax invoiced</TH>
134 % #some false laziness w/above
135 % $bgcolor1 = '#eeeeee';
136 % $bgcolor2 = '#ffffff';
138 % foreach my $region ( @base_regions ) {
141 % #if ( $region->{'label'} ne 'Total' ) {
142 % if ( $region->{'label'} eq $out ) {
145 % $link = ';'. $region->{'url_param'};
149 % if ( $bgcolor eq $bgcolor1 ) {
150 % $bgcolor = $bgcolor2;
152 % $bgcolor = $bgcolor1;
154 % my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
157 <<%$td%>><% $region->{'label'} %></TD>
158 <<%$td%> ALIGN="right">
159 <A HREF="<% $baselink. $link %>;istax=1"
160 ><% &$money_sprintf( $region->{'tax'} ) %></A>
166 % if ( $bgcolor eq $bgcolor1 ) {
167 % $bgcolor = $bgcolor2;
169 % $bgcolor = $bgcolor1;
171 % my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
175 <<%$td%> ALIGN="right">
176 <A HREF="<% $baselink %>;istax=1"
177 ><% &$money_sprintf( $tot_tax ) %></A>
185 <% include('/elements/footer.html') %>
190 unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
192 my $conf = new FS::Conf;
194 my $user = getotaker;
196 my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
198 my $join_cust = ' JOIN cust_bill USING ( invnum )
199 LEFT JOIN cust_main USING ( custnum ) ';
200 my $join_cust_pkg = $join_cust.
201 ' LEFT JOIN cust_pkg USING ( pkgnum )
202 LEFT JOIN part_pkg USING ( pkgpart ) ';
203 $join_cust_pkg .= ' LEFT JOIN cust_location USING ( locationnum )'
204 if $conf->exists('tax-pkg_address');
206 my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
208 my $where = "WHERE _date >= $beginning AND _date <= $ending ";
210 my( $location_sql, @base_param ) = FS::cust_pkg->location_sql;
211 $where .= " AND $location_sql ";
214 if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
215 my $agent = qsearchs('agent', { 'agentnum' => $1 } );
216 die "agent not found" unless $agent;
217 $agentname = $agent->agent;
218 $where .= ' AND cust_main.agentnum = '. $agent->agentnum;
223 my $prefix = @_ ? shift : '';
225 ( $table.${prefix}county = cust_main_county.county
226 OR cust_main_county.county = ''
227 OR cust_main_county.county IS NULL )
228 AND ( $table.${prefix}state = cust_main_county.state
229 OR cust_main_county.state = ''
230 OR cust_main_county.state IS NULL )
231 AND ( $table.${prefix}country = cust_main_county.country )
236 if ( $conf->exists('tax-ship_address') ) {
239 ( cust_main_county.country = cust_main.country
240 OR cust_main_county.country = cust_main.ship_country
246 ( ( ship_last IS NULL OR ship_last = '' )
247 AND ". gotcust('cust_main'). "
250 ( ship_last IS NOT NULL AND ship_last != ''
251 AND ". gotcust('cust_main', 'ship_'). "
258 $gotcust = gotcust('cust_main');
261 if ( $conf->exists('tax-pkg_address') ) {
263 ( cust_pkg.locationnum IS NULL AND $gotcust)
264 OR ( cust_pkg.locationnum IS NOT NULL AND ". gotcust('cust_location'). " )";
266 "WHERE 0 < ( SELECT COUNT(*) FROM cust_pkg
267 LEFT JOIN cust_main USING ( custnum )
268 LEFT JOIN cust_location USING ( locationnum )
275 "WHERE 0 < ( SELECT COUNT(*) FROM cust_main WHERE $gotcust LIMIT 1 )";
278 my $out = 'Out of taxable region(s)';
281 foreach my $r ( qsearch({ 'table' => 'cust_main_county',
282 'extra_sql' => $gotcust,
286 #warn $r->county. ' '. $r->state. ' '. $r->country. "\n";
288 my $label = getlabel($r);
289 $regions{$label}->{'label'} = $label;
290 $regions{$label}->{'url_param'} =
291 join(';', map "$_=".uri_escape($r->$_()),
292 qw( county state country taxname )
295 my @param = @base_param;
296 my $mywhere = $where;
298 if ( $r->taxclass ) {
300 $mywhere .= " AND taxclass = ? ";
301 push @param, 'taxclass';
302 $regions{$label}->{'url_param'} .= ';taxclass='. uri_escape($r->taxclass);
303 #no, always# if $cgi->param('show_taxclasses');
307 $regions{$label}->{'url_param'} .= ';taxclassNULL=1'
308 if $cgi->param('show_taxclasses');
310 my $same_sql = $r->sql_taxclass_sameregion;
311 $mywhere .= " AND $same_sql" if $same_sql;
315 my $fromwhere = "$from_join_cust_pkg $mywhere"; # AND payby != 'COMP' ";
317 # my $label = getlabel($r);
318 # $regions{$label}->{'label'} = $label;
320 my $nottax = 'pkgnum != 0';
322 ## calculate total for this region
325 "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax";
326 my $t = scalar_sql($r, \@param, $t_sql);
327 $regions{$label}->{'total'} += $t;
329 #if ( $label eq $out ) # && $t ) {
330 # warn "adding $t for ".
331 # join('/', map $r->$_, qw( taxclass county state country ) ). "\n";
332 # #warn $t_sql if $r->state eq 'FL';
335 ## calculate customer-exemption for this region
339 # my($taxable, $x_cust) = (0, 0);
340 # foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i }
341 # qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) {
342 # $taxable += scalar_sql($r, \@param,
343 # "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )"
346 # $x_cust += scalar_sql($r, \@param,
347 # "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'"
351 my $x_cust = scalar_sql($r, \@param,
352 "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur)
353 $fromwhere AND $nottax AND tax = 'Y' "
356 $regions{$label}->{'exempt_cust'} += $x_cust;
358 ## calculate package-exemption for this region
360 my $x_pkg = scalar_sql($r, \@param,
362 ( CASE WHEN part_pkg.setuptax = 'Y'
363 THEN cust_bill_pkg.setup
368 ( CASE WHEN part_pkg.recurtax = 'Y'
369 THEN cust_bill_pkg.recur
377 ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
378 OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 )
380 AND ( tax != 'Y' OR tax IS NULL )
383 $regions{$label}->{'exempt_pkg'} += $x_pkg;
385 ## calculate monthly exemption (texas tax) for this region
387 # count up all the cust_tax_exempt_pkg records associated with
388 # the actual line items.
390 my $x_monthly = scalar_sql($r, \@param,
392 FROM cust_tax_exempt_pkg
393 JOIN cust_bill_pkg USING ( billpkgnum )
397 $regions{$label}->{'exempt_monthly'} += $x_monthly;
399 my $taxable = $t - $x_cust - $x_pkg - $x_monthly;
400 $regions{$label}->{'taxable'} += $taxable;
402 $regions{$label}->{'owed'} += $taxable * ($r->tax/100);
404 if ( defined($regions{$label}->{'rate'})
405 && $regions{$label}->{'rate'} != $r->tax.'%' ) {
406 $regions{$label}->{'rate'} = 'variable';
408 $regions{$label}->{'rate'} = $r->tax.'%';
413 my $distinct = "country, state, county,
414 CASE WHEN taxname IS NULL THEN '' ELSE taxname END AS taxname";
415 my $taxclass_distinct =
416 #a little bit unsure of this part... test?
417 #ah, it looks like it winds up being irrelevant as ->{'tax'}
418 # from $regions is not displayed when show_taxclasses is on
419 ( $cgi->param('show_taxclasses')
420 ? " CASE WHEN taxclass IS NULL THEN '' ELSE taxclass END "
426 'select' => "DISTINCT $distinct, $taxclass_distinct",
427 'table' => 'cust_main_county',
429 'extra_sql' => $gotcust,
432 my $taxfromwhere = " FROM cust_bill_pkg $join_cust ";
433 my $taxwhere = $where;
434 if ( $conf->exists('tax-pkg_address') ) {
436 $taxfromwhere .= 'LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
437 LEFT JOIN cust_location USING ( locationnum ) ';
440 $taxwhere =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g;
443 $taxfromwhere .= " $taxwhere "; #AND payby != 'COMP' ";
444 my @taxparam = @base_param;
446 #should i be a cust_main_county method or something
447 #need to pass in $taxfromwhere & @taxparam???
448 my $_taxamount_sub = sub {
451 #match itemdesc if necessary!
454 ? 'AND itemdesc = '. dbh->quote($r->taxname)
455 : "AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
457 my $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ".
458 " $taxfromwhere AND cust_bill_pkg.pkgnum = 0 $named_tax";
460 scalar_sql($r, \@taxparam, $sql );
463 #tax-report_groups filtering
464 my($group_op, $group_value) = ( '', '' );
465 if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ ) {
466 ( $group_op, $group_value ) = ( $1, $2 );
468 my $group_test = sub {
470 return 1 unless $group_op; #in case we get called inadvertantly
471 if ( $label eq $out ) { #don't display "out of taxable region" in this case
473 } elsif ( $group_op eq '=' ) {
474 $label =~ /^$group_value/;
475 } elsif ( $group_op eq '!=' ) {
476 $label !~ /^$group_value/;
478 die "guru meditation #00de: group_op $group_op\n";
483 #foreach my $label ( keys %regions ) {
484 foreach my $r ( qsearch(\%qsearch) ) {
486 #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n";
488 my $label = getlabel($r);
490 next unless &{$group_test}($label);
493 #my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' ";
494 #my @param = @base_param;
496 my $x = &{$_taxamount_sub}($r);
498 $regions{$label}->{'tax'} += $x;
499 $tot_tax += $x unless $cgi->param('show_taxclasses');
503 my %base_regions = ();
504 if ( $cgi->param('show_taxclasses') ) {
506 $qsearch{'select'} = "DISTINCT $distinct";
507 foreach my $r ( qsearch(\%qsearch) ) {
509 my $x = &{$_taxamount_sub}($r);
511 my $base_label = getlabel($r, 'no_taxclass'=>1 );
512 $base_regions{$base_label}->{'label'} = $base_label;
514 $base_regions{$base_label}->{'url_param'} =
515 join(';', map "$_=". uri_escape($r->$_()),
516 qw( county state country taxname )
519 $base_regions{$base_label}->{'tax'} += $x;
525 my @regions = keys %regions;
527 #tax-report_groups filtering
528 @regions = grep &{$group_test}($_), @regions
531 #now calculate totals
532 my( $total, $tot_taxable, $tot_owed ) = ( 0, 0, 0 );
533 my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 0, 0 );
535 $total += $regions{$_}->{'total'};
536 $tot_taxable += $regions{$_}->{'taxable'};
537 $tot_owed += $regions{$_}->{'owed'};
538 $exempt_cust += $regions{$_}->{'exempt_cust'};
539 $exempt_pkg += $regions{$_}->{'exempt_pkg'};
540 $exempt_monthly += $regions{$_}->{'exempt_monthly'};
546 sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
550 map $base_regions{$_},
551 sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
558 'exempt_cust' => $exempt_cust,
559 'exempt_pkg' => $exempt_pkg,
560 'exempt_monthly' => $exempt_monthly,
561 'taxable' => $tot_taxable,
569 my $money_char = $conf->config('money_char') || '$';
570 my $money_sprintf = sub {
571 $money_char. sprintf('%.2f', shift );
581 && ! scalar( qsearch('cust_main_county', { 'state' => $r->state,
582 'county' => $r->county,
583 'country' => $r->country,
584 'tax' => { op=>'>', value=>0 },
590 #kludge to avoid "will not stay shared" warning
591 my $out = 'Out of taxable region(s)';
593 # } elsif ( $r->taxname && count_taxname($r->taxname) == 1 ) {
594 # $label = $r->taxname;
595 ## $regions{$label}->{'taxname'} = $label;
596 ## push @{$regions{$label}->{$_}}, $r->$_() foreach qw( county state country );
598 $label = $r->country;
599 $label = $r->state.", $label" if $r->state;
600 $label = $r->county." county, $label" if $r->county;
601 $label = "$label (". $r->taxclass. ")"
603 && $cgi->param('show_taxclasses')
604 && ! $opt{'no_taxclass'};
605 $label = $r->taxname. " ($label)" if $r->taxname;
610 #my %count_taxname = (); #cache
612 # my $taxname = shift;
613 # return $count_taxname{$taxname} if exists $count_taxname{$taxname};
614 # my $sql = 'SELECT COUNT(*) FROM cust_main_county WHERE taxname = ?';
615 # my $sth = dbh->prepare($sql) or die dbh->errstr;
616 # $sth->execute( $taxname )
617 # or die "Unexpected error executing statement $sql: ". $sth->errstr;
618 # $count_taxname{$taxname} = $sth->fetchrow_arrayref->[0];
621 #false laziness w/FS::Report::Table::Monthly (sub should probably be moved up
622 #to FS::Report or FS::Record or who the fuck knows where)
624 my( $r, $param, $sql ) = @_;
626 my $sth = dbh->prepare($sql) or die dbh->errstr;
627 $sth->execute( map $r->$_(), @$param )
628 or die "Unexpected error executing statement $sql: ". $sth->errstr;
629 $sth->fetchrow_arrayref->[0] || 0;
632 my $dateagentlink = "begin=$beginning;end=$ending";
633 $dateagentlink .= ';agentnum='. $cgi->param('agentnum')
634 if length($agentname);
635 my $baselink = $p. "search/cust_bill_pkg.cgi?$dateagentlink";
636 my $exemptlink = $p. "search/cust_tax_exempt_pkg.cgi?$dateagentlink";