<% include("/elements/header.html", "$agentname Sales Tax Report - ". ( $beginning ? time2str('%h %o %Y ', $beginning ) : '' ). 'through '. ( $ending == 4294967295 ? 'now' : time2str('%h %o %Y', $ending ) ) ) %> <% 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 $user = getotaker; my($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 cust_main.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 ) ) ) 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, $tot_taxable, $owed, $tax) = ( 0, 0, 0, 0 ); my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 0, 0 ); my $out = 'Out of taxable region(s)'; my %regions = (); foreach my $r ( qsearch({ 'table' => 'cust_main_county', 'extra_sql' => $gotcust, }) ) { #warn $r->county. ' '. $r->state. ' '. $r->country. "\n"; my $label = getlabel($r); $regions{$label}->{'label'} = $label; $regions{$label}->{'url_param'} = join(';', map "$_=".uri_escape($r->$_()), qw( county state country taxname ) ); my @param = @base_param; my $mywhere = $where; if ( $r->taxclass ) { $mywhere .= " AND taxclass = ? "; push @param, 'taxclass'; $regions{$label}->{'url_param'} .= ';taxclass='. uri_escape($r->taxclass) if $cgi->param('show_taxclasses'); } else { $regions{$label}->{'url_param'} .= ';taxclassNULL=1' if $cgi->param('show_taxclasses'); my $same_sql = $r->sql_taxclass_sameregion; $mywhere .= " AND $same_sql" if $same_sql; } my $fromwhere = $from_join_cust. $join_pkg. $mywhere. " AND payby != 'COMP' "; # my $label = getlabel($r); # $regions{$label}->{'label'} = $label; my $nottax = 'pkgnum != 0'; ## 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 += $t; $regions{$label}->{'total'} += $t; ## 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.'%' ) { $regions{$label}->{'rate'} = 'variable'; } else { $regions{$label}->{'rate'} = $r->tax.'%'; } } my $distinct = "country, state, county, CASE WHEN taxname IS NULL THEN '' ELSE taxname END AS taxname"; my $taxclass_distinct = #a little bit unsure of this part... test? #ah, it looks like it winds up being irrelevant as ->{'tax'} # from $regions is not displayed when show_taxclasses is on ( $cgi->param('show_taxclasses') ? " CASE WHEN taxclass IS NULL THEN '' ELSE taxclass END " : " '' " )." AS taxclass"; my %qsearch = ( 'select' => "DISTINCT $distinct, $taxclass_distinct", 'table' => 'cust_main_county', 'hashref' => {}, 'extra_sql' => $gotcust, ); my $taxwhere = "$from_join_cust $where AND payby != 'COMP' "; my @taxparam = @base_param; #should i be a cust_main_county method or something #need to pass in $taxwhere & @taxparam??? my $_taxamount_sub = sub { my $r = shift; #match itemdesc if necessary! my $named_tax = $r->taxname ? 'AND itemdesc = '. dbh->quote($r->taxname) : "AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )"; my $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ". " $taxwhere AND pkgnum = 0 $named_tax"; scalar_sql($r, \@taxparam, $sql ); }; #foreach my $label ( keys %regions ) { foreach my $r ( qsearch(\%qsearch) ) { #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; my $x = &{$_taxamount_sub}($r); $tax += $x unless $cgi->param('show_taxclasses'); $regions{$label}->{'tax'} += $x; } my %base_regions = (); if ( $cgi->param('show_taxclasses') ) { $qsearch{'select'} = "DISTINCT $distinct"; foreach my $r ( qsearch(\%qsearch) ) { my $x = &{$_taxamount_sub}($r); my $base_label = getlabel($r, 'no_taxclass'=>1 ); $base_regions{$base_label}->{'label'} = $base_label; $base_regions{$base_label}->{'url_param'} = join(';', map "$_=". uri_escape($r->$_()), qw( county state country taxname ) ); $base_regions{$base_label}->{'tax'} += $x; $tax += $x; } } #ordering 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', '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, $param, $sql ) = @_; #warn "$sql\n"; my $sth = dbh->prepare($sql) or die dbh->errstr; $sth->execute( map $r->$_(), @$param ) or die "Unexpected error executing statement $sql: ". $sth->errstr; $sth->fetchrow_arrayref->[0] || 0; } 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";