=over 4
-=item signups: The number of customers signed up.
+=item signups: The number of customers signed up. Options are "refnum"
+(limit by advertising source) and "indirect" (boolean, tells us to limit
+to customers that have a referral_custnum that matches the advertising source).
=cut
sub signups {
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
- my @where = (
- $self->in_time_period_and_agent($speriod, $eperiod, $agentnum, 'signupdate')
+ my @where = ( $self->in_time_period_and_agent($speriod, $eperiod, $agentnum,
+ 'cust_main.signupdate')
);
- if ( $opt{'refnum'} ) {
+ my $join = '';
+ if ( $opt{'indirect'} ) {
+ $join = " JOIN cust_main AS referring_cust_main".
+ " ON (cust_main.referral_custnum = referring_cust_main.custnum)";
+
+ if ( $opt{'refnum'} ) {
+ push @where, "referring_cust_main.refnum = ".$opt{'refnum'};
+ }
+ }
+ elsif ( $opt{'refnum'} ) {
push @where, "refnum = ".$opt{'refnum'};
}
+ push @where, $self->with_cust_classnum(%opt);
+
$self->scalar_sql(
- "SELECT COUNT(*) FROM cust_main WHERE ".join(' AND ', @where)
+ "SELECT COUNT(*) FROM cust_main $join WHERE ".join(' AND ', @where)
);
}
sub invoiced { #invoiced
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
+ my $sql = 'SELECT SUM(cust_bill.charged) FROM cust_bill';
+ if ( $opt{'setuprecur'} ) {
+ $sql = 'SELECT SUM('.
+ FS::cust_bill_pkg->charged_sql($speriod, $eperiod, %opt).
+ ') FROM cust_bill_pkg JOIN cust_bill USING (invnum)';
+ }
+
$self->scalar_sql("
- SELECT SUM(charged)
- FROM cust_bill
+ $sql
LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
- . (%opt ? $self->for_custnum(%opt) : '')
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum).
+ $self->for_opts(%opt)
);
}
sub netsales { #net sales
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
- $self->invoiced($speriod,$eperiod,$agentnum,%opt)
- - $self->netcredits($speriod,$eperiod,$agentnum,%opt);
+ $self->invoiced( $speriod, $eperiod, $agentnum, %opt)
+ - $self->netcredits($speriod, $eperiod, $agentnum, %opt);
}
=item cashflow: payments - refunds
=cut
sub netcashflow {
- my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
- $self->receipts($speriod, $eperiod, $agentnum)
- - $self->netrefunds( $speriod, $eperiod, $agentnum);
+ $self->receipts( $speriod, $eperiod, $agentnum, %opt)
+ - $self->netrefunds( $speriod, $eperiod, $agentnum, %opt);
}
=item payments: The sum of payments received in the period.
SELECT SUM(paid)
FROM cust_pay
LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
- . (%opt ? $self->for_custnum(%opt) : '')
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum).
+ $self->for_opts(%opt)
);
}
=cut
sub credits {
- my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
$self->scalar_sql("
- SELECT SUM(amount)
+ SELECT SUM(cust_credit.amount)
FROM cust_credit
LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum).
+ $self->for_opts(%opt)
);
}
SELECT SUM(refund)
FROM cust_refund
LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum)
- . (%opt ? $self->for_custnum(%opt) : '')
+ WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum).
+ $self->for_opts(%opt)
);
}
sub netcredits {
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
+
+ my $sql = 'SELECT SUM(cust_credit_bill.amount) FROM cust_credit_bill';
+ if ( $opt{'setuprecur'} ) {
+ $sql = 'SELECT SUM('.
+ FS::cust_bill_pkg->credited_sql($speriod, $eperiod, %opt).
+ ') FROM cust_bill_pkg';
+ }
+
$self->scalar_sql("
- SELECT SUM(cust_credit_bill.amount)
- FROM cust_credit_bill
+ $sql
LEFT JOIN cust_bill USING ( invnum )
LEFT JOIN cust_main USING ( custnum )
WHERE ". $self->in_time_period_and_agent( $speriod,
$eperiod,
$agentnum,
'cust_bill._date'
- )
- . (%opt ? $self->for_custnum(%opt) : '')
+ ).
+ $self->for_opts(%opt)
);
}
=cut
sub receipts { #net payments
- my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
+
+ my $sql = 'SELECT SUM(cust_bill_pay.amount) FROM cust_bill_pay';
+ if ( $opt{'setuprecur'} ) {
+ $sql = 'SELECT SUM('.
+ FS::cust_bill_pkg->paid_sql($speriod, $eperiod, %opt).
+ ') FROM cust_bill_pkg';
+ }
+
$self->scalar_sql("
- SELECT SUM(cust_bill_pay.amount)
- FROM cust_bill_pay
+ $sql
LEFT JOIN cust_bill USING ( invnum )
LEFT JOIN cust_main USING ( custnum )
WHERE ". $self->in_time_period_and_agent( $speriod,
$eperiod,
$agentnum,
'cust_bill._date'
- )
+ ).
+ $self->for_opts(%opt)
);
}
=cut
sub netrefunds {
- my( $self, $speriod, $eperiod, $agentnum ) = @_;
+ my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
$self->scalar_sql("
SELECT SUM(cust_credit_refund.amount)
FROM cust_credit_refund
$eperiod,
$agentnum,
'cust_credit._date'
- )
+ ).
+ $self->for_opts(%opt)
);
}
sub cust_pkg_setup_cost {
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
my $where = '';
- my $comparison = '';
- if ( $opt{'classnum'} =~ /^(\d+)$/ ) {
- if ( $1 == 0 ) {
- $comparison = 'IS NULL';
- }
- else {
- $comparison = "= $1";
- }
- $where = "AND part_pkg.classnum $comparison";
+
+ if ( $opt{'classnum'} ne '' ) {
+ my $classnums = $opt{'classnum'};
+ $classnums = [ $classnums ] if !ref($classnums);
+ @$classnums = grep /^\d+$/, @$classnums;
+ $where .= ' AND COALESCE(part_pkg.classnum,0) IN ('. join(',', @$classnums).
+ ')';
}
+
$agentnum ||= $opt{'agentnum'};
my $total_sql = " SELECT SUM(part_pkg.setup_cost) ";
sub cust_pkg_recur_cost {
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
my $where = '';
- my $comparison = '';
- if ( $opt{'classnum'} =~ /^(\d+)$/ ) {
- if ( $1 == 0 ) {
- $comparison = 'IS NULL';
- }
- else {
- $comparison = "= $1";
- }
- $where = " AND part_pkg.classnum $comparison";
+
+ if ( $opt{'classnum'} ne '' ) {
+ my $classnums = $opt{'classnum'};
+ $classnums = [ $classnums ] if !ref($classnums);
+ @$classnums = grep /^\d+$/, @$classnums;
+ $where .= ' AND COALESCE(part_pkg.classnum,0) IN ('. join(',', @$classnums).
+ ')';
}
+
$agentnum ||= $opt{'agentnum'};
# duplication of in_time_period_and_agent
# because we do it a little differently here
'use_override': for line items generated by an add-on package, use the class
of the add-on rather than the base package.
-'freq': limit to packages with this frequency. Currently uses the part_pkg
-frequency, so term discounted packages may give odd results.
-
'distribute': for non-monthly recurring charges, ignore the invoice
date. Instead, consider the line item's starting/ending dates. Determine
the fraction of the line item duration that falls within the specified
LEFT JOIN cust_main USING ( custnum )
LEFT JOIN cust_pkg USING ( pkgnum )
LEFT JOIN part_pkg USING ( pkgpart )
- LEFT JOIN part_pkg AS override ON pkgpart_override = override.pkgpart';
+ LEFT JOIN part_pkg AS override ON pkgpart_override = override.pkgpart
+ LEFT JOIN part_fee USING ( feepart )';
sub cust_bill_pkg_setup {
my $self = shift;
$agentnum ||= $opt{'agentnum'};
my @where = (
- 'pkgnum != 0',
+ '(pkgnum != 0 OR feepart IS NOT NULL)',
$self->with_classnum($opt{'classnum'}, $opt{'use_override'}),
+ $self->with_report_option(%opt),
$self->in_time_period_and_agent($speriod, $eperiod, $agentnum),
);
+ # yuck, false laziness
+ push @where, "cust_main.refnum = ". $opt{'refnum'} if $opt{'refnum'};
+
+ push @where, $self->with_cust_classnum(%opt);
+
my $total_sql = "SELECT COALESCE(SUM(cust_bill_pkg.setup),0)
FROM cust_bill_pkg
$cust_bill_pkg_join
my $cust_bill_pkg = $opt{'project'} ? 'v_cust_bill_pkg' : 'cust_bill_pkg';
my @where = (
- 'pkgnum != 0',
+ '(pkgnum != 0 OR feepart IS NOT NULL)',
$self->with_classnum($opt{'classnum'}, $opt{'use_override'}),
+ $self->with_report_option(%opt),
);
+ push @where, 'cust_main.refnum = '. $opt{'refnum'} if $opt{'refnum'};
+
+ push @where, $self->with_cust_classnum(%opt);
+
# subtract all usage from the line item regardless of date
my $item_usage;
if ( $opt{'project'} ) {
$item_usage = 'usage'; #already calculated
}
else {
- $item_usage = '( SELECT COALESCE(SUM(amount),0)
+ $item_usage = '( SELECT COALESCE(SUM(cust_bill_pkg_detail.amount),0)
FROM cust_bill_pkg_detail
WHERE cust_bill_pkg_detail.billpkgnum = cust_bill_pkg.billpkgnum )';
}
my $recur_fraction = '';
if ( $opt{'distribute'} ) {
+ $where[0] = 'pkgnum != 0'; # specifically exclude fees
push @where, "cust_main.agentnum = $agentnum" if $agentnum;
push @where,
"$cust_bill_pkg.sdate < $eperiod",
sub cust_bill_pkg_detail {
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
- my @where = ( "cust_bill_pkg.pkgnum != 0" );
+ my @where =
+ ( "(cust_bill_pkg.pkgnum != 0 OR cust_bill_pkg.feepart IS NOT NULL)" );
+
+ push @where, 'cust_main.refnum = '. $opt{'refnum'} if $opt{'refnum'};
+
+ push @where, $self->with_cust_classnum(%opt);
$agentnum ||= $opt{'agentnum'};
push @where,
$self->with_classnum($opt{'classnum'}, $opt{'use_override'}),
$self->with_usageclass($opt{'usageclass'}),
+ $self->with_report_option(%opt),
;
if ( $opt{'distribute'} ) {
- # then limit according to the usage time, not the billing date
+ # exclude fees
+ $where[0] = 'cust_bill_pkg.pkgnum != 0';
+ # and limit according to the usage time, not the billing date
push @where, $self->in_time_period_and_agent($speriod, $eperiod, $agentnum,
'cust_bill_pkg_detail.startdate'
);
);
}
- my $total_sql = " SELECT SUM(amount) ";
+ my $total_sql = " SELECT SUM(cust_bill_pkg_detail.amount) ";
$total_sql .=
" / CASE COUNT(cust_pkg.*) WHEN 0 THEN 1 ELSE COUNT(cust_pkg.*) END "
LEFT JOIN cust_pkg ON cust_bill_pkg.pkgnum = cust_pkg.pkgnum
LEFT JOIN part_pkg USING ( pkgpart )
LEFT JOIN part_pkg AS override ON pkgpart_override = override.pkgpart
+ LEFT JOIN part_fee USING ( feepart )
WHERE ".join( ' AND ', grep $_, @where );
$self->scalar_sql($total_sql);
sub cust_bill_pkg_discount {
my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
+ #need to do this the new multi-classnum way if it gets re-enabled
#my $where = '';
#my $comparison = '';
#if ( $opt{'classnum'} =~ /^(\d+)$/ ) {
$sql;
}
-sub for_custnum {
+sub for_opts {
my ( $self, %opt ) = @_;
- return '' unless $opt{'custnum'};
- $opt{'custnum'} =~ /^\d+$/ ? " and custnum = $opt{custnum} " : '';
+ my $sql = '';
+ if ( $opt{'custnum'} =~ /^(\d+)$/ ) {
+ $sql .= " and custnum = $1 ";
+ }
+ if ( $opt{'refnum'} =~ /^(\d+)$/ ) {
+ $sql .= " and refnum = $1 ";
+ }
+ if ( my $where = $self->with_cust_classnum(%opt) ) {
+ $sql .= " and $where";
+ }
+
+ $sql;
}
sub with_classnum {
- my $self = shift;
- my ($classnum, $use_override) = @_;
- return '' unless $classnum =~ /^\d+$/;
- my $comparison;
- if ( $classnum == 0 ) {
- $comparison = 'IS NULL';
- }
- else {
- $comparison = "= $classnum";
- }
+ my ($self, $classnum, $use_override) = @_;
+ return '' if $classnum eq '';
+
+ $classnum = [ $classnum ] if !ref($classnum);
+ @$classnum = grep /^\d+$/, @$classnum;
+ my $in = 'IN ('. join(',', @$classnum). ')';
+
+ my $expr = "
+ ( COALESCE(part_pkg.classnum, 0) $in AND pkgpart_override IS NULL)
+ OR ( COALESCE(part_fee.classnum, 0) $in AND feepart IS NOT NULL )";
if ( $use_override ) {
- return "(
- part_pkg.classnum $comparison AND pkgpart_override IS NULL OR
- override.classnum $comparison AND pkgpart_override IS NOT NULL
- )";
- }
- else {
- return "part_pkg.classnum $comparison";
+ $expr .= "
+ OR ( COALESCE(override.classnum, 0) $in AND pkgpart_override IS NOT NULL )";
}
+ "( $expr )";
}
sub with_usageclass {
return "cust_bill_pkg_detail.classnum $comparison";
}
+sub with_report_option {
+ my ($self, %opt) = @_;
+ # %opt can contain:
+ # - report_optionnum: a comma-separated list of numbers. Zero means to
+ # include packages with _no_ report classes.
+ # - not_report_optionnum: a comma-separated list. Packages that have
+ # any of these report options will be excluded from the result.
+ # Zero does nothing.
+ # - use_override: also matches line items that are add-ons to a package
+ # matching the report class.
+ # - all_report_options: returns only packages that have ALL of the
+ # report classes listed in $num. Otherwise, will return packages that
+ # have ANY of those classes.
+
+ my @num = ref($opt{'report_optionnum'})
+ ? @{ $opt{'report_optionnum'} }
+ : split(/\s*,\s*/, $opt{'report_optionnum'});
+ my @not_num = ref($opt{'not_report_optionnum'})
+ ? @{ $opt{'not_report_optionnum'} }
+ : split(/\s*,\s*/, $opt{'not_report_optionnum'});
+ my $null;
+ $null = 1 if ( grep {$_ == 0} @num );
+ @num = grep {$_ > 0} @num;
+ @not_num = grep {$_ > 0} @not_num;
+
+ # brute force
+ my $table = $opt{'use_override'} ? 'override' : 'part_pkg';
+ my $op = ' OR ';
+ if ( $opt{'all_report_options'} ) {
+ if ( @num and $null ) {
+ return 'false'; # mutually exclusive criteria, so just bail out
+ }
+ $op = ' AND ';
+ }
+ my @where_num = map {
+ "EXISTS(SELECT 1 FROM part_pkg_option ".
+ "WHERE optionname = 'report_option_$_' ".
+ "AND part_pkg_option.pkgpart = $table.pkgpart)"
+ } @num;
+ if ( $null ) {
+ push @where_num, "NOT EXISTS(SELECT 1 FROM part_pkg_option ".
+ "WHERE optionname LIKE 'report_option_%' ".
+ "AND part_pkg_option.pkgpart = $table.pkgpart)";
+ }
+ my @where_not_num = map {
+ "NOT EXISTS(SELECT 1 FROM part_pkg_option ".
+ "WHERE optionname = 'report_option_$_' ".
+ "AND part_pkg_option.pkgpart = $table.pkgpart)"
+ } @not_num;
+
+ my @where;
+ if (@where_num) {
+ push @where, '( '.join($op, @where_num).' )';
+ }
+ if (@where_not_num) {
+ push @where, '( '.join(' AND ', @where_not_num).' )';
+ }
+
+ return @where;
+ # this messes up totals
+ #if ( $opt{'use_override'} ) {
+ # # then also allow the non-override package to match
+ # delete $opt{'use_override'};
+ # $comparison = "( $comparison OR " . $self->with_report_option(%opt) . ")";
+ #}
+
+}
+
+sub with_cust_classnum {
+ my ($self, %opt) = @_;
+ if ( $opt{'cust_classnum'} ) {
+ my $classnums = $opt{'cust_classnum'};
+ $classnums = [ $classnums ] if !ref($classnums);
+ @$classnums = grep /^\d+$/, @$classnums;
+ return 'cust_main.classnum in('. join(',',@$classnums) .')'
+ if @$classnums;
+ }
+ ();
+}
+
+
sub scalar_sql {
my( $self, $sql ) = ( shift, shift );
my $sth = dbh->prepare($sql) or die dbh->errstr;
# sdate/edate overlapping the ROI, for performance
"INSERT INTO v_cust_bill_pkg (
SELECT cust_bill_pkg.*,
- (SELECT COALESCE(SUM(amount),0) FROM cust_bill_pkg_detail
+ (SELECT COALESCE(SUM(cust_bill_pkg_detail.amount),0)
+ FROM cust_bill_pkg_detail
WHERE cust_bill_pkg_detail.billpkgnum = cust_bill_pkg.billpkgnum),
cust_bill._date,
cust_pkg.expire
projects / freeside.git / blobdiff