use strict;
use vars qw( @ISA @EXPORT_OK $conf
- @cust_main_county %cust_main_county $countyflag );
+ @cust_main_county %cust_main_county $countyflag ); # $cityflag );
use Exporter;
-use FS::Record qw( qsearch dbh );
+use FS::Record qw( qsearch qsearchs dbh );
use FS::cust_bill_pkg;
use FS::cust_bill;
use FS::cust_pkg;
@cust_main_county = ();
$countyflag = '';
+#$cityflag = '';
#ask FS::UID to run this stuff for us later
$FS::UID::callback{'FS::cust_main_county'} = sub {
=item taxnum - primary key (assigned automatically for new tax rates)
-=item state
+=item district - tax district (optional)
+
+=item city
=item county
+=item state
+
=item country
=item tax - percentage
$self->exempt_amount(0) unless $self->exempt_amount;
$self->ut_numbern('taxnum')
- || $self->ut_anything('state')
+ || $self->ut_alphan('district')
+ || $self->ut_textn('city')
|| $self->ut_textn('county')
+ || $self->ut_anything('state')
|| $self->ut_text('country')
|| $self->ut_float('tax')
|| $self->ut_textn('taxclass') # ...
return '';
}
-=item taxline CUST_BILL_PKG, ...
+=item label OPTIONS
+
+Returns a label looking like "Anytown, Alameda County, CA, US".
+
+If the taxname field is set, it will look like
+"CA Sales Tax (Anytown, Alameda County, CA, US)".
+
+If the taxclass is set, then it will be
+"Anytown, Alameda County, CA, US (International)".
+
+Currently it will not contain the district, even if the city+county+state
+is not unique.
-Returns a listref of a name and an amount of tax calculated for the list of
-packages. Returns a scalar error message on error.
+OPTIONS may contain "no_taxclass" (hides taxclass) and/or "no_city"
+(hides city). It may also contain "out", in which case, if this
+region (district+city+county+state+country) contains no non-zero
+taxes, the label will read "Out of taxable region(s)".
=cut
-sub taxline {
+sub label {
+ my ($self, %opt) = @_;
+ if ( $opt{'out'}
+ and $self->tax == 0
+ and !defined(qsearchs('cust_main_county', {
+ 'district' => $self->district,
+ 'city' => $self->city,
+ 'county' => $self->county,
+ 'state' => $self->state,
+ 'country' => $self->country,
+ 'tax' => { op => '>', value => 0 },
+ })) )
+ {
+ return 'Out of taxable region(s)';
+ }
+ my $label = $self->country;
+ $label = $self->state.", $label" if $self->state;
+ $label = $self->county." County, $label" if $self->county;
+ if (!$opt{no_city}) {
+ $label = $self->city.", $label" if $self->city;
+ }
+ # ugly labels when taxclass and taxname are both non-null...
+ # but this is how the tax report does it
+ if (!$opt{no_taxclass}) {
+ $label = "$label (".$self->taxclass.')' if $self->taxclass;
+ }
+ $label = $self->taxname." ($label)" if $self->taxname;
+
+ $label;
+}
+
+=item sql_taxclass_sameregion
+
+Returns an SQL WHERE fragment or the empty string to search for entries
+with different tax classes.
+
+=cut
+
+#hmm, description above could be better...
+
+sub sql_taxclass_sameregion {
my $self = shift;
+ my $same_query = 'SELECT DISTINCT taxclass FROM cust_main_county '.
+ ' WHERE taxnum != ? AND country = ?';
+ my @same_param = ( 'taxnum', 'country' );
+ foreach my $opt_field (qw( state county )) {
+ if ( $self->$opt_field() ) {
+ $same_query .= " AND $opt_field = ?";
+ push @same_param, $opt_field;
+ } else {
+ $same_query .= " AND $opt_field IS NULL";
+ }
+ }
+
+ my @taxclasses = $self->_list_sql( \@same_param, $same_query );
+
+ return '' unless scalar(@taxclasses);
+
+ '( taxclass IS NULL OR ( '. #only if !$self->taxclass ??
+ join(' AND ', map { 'taxclass != '.dbh->quote($_) } @taxclasses ).
+ ' ) ) ';
+}
+
+sub _list_sql {
+ my( $self, $param, $sql ) = @_;
+ my $sth = dbh->prepare($sql) or die dbh->errstr;
+ $sth->execute( map $self->$_(), @$param )
+ or die "Unexpected error executing statement $sql: ". $sth->errstr;
+ map $_->[0], @{ $sth->fetchall_arrayref };
+}
+
+=item taxline TAXABLES_ARRAYREF, [ OPTION => VALUE ... ]
+
+Returns an hashref of a name and an amount of tax calculated for the
+line items (L<FS::cust_bill_pkg> objects) in TAXABLES_ARRAYREF. The line
+items must come from the same invoice. Returns a scalar error message
+on error.
+
+In addition to calculating the tax for the line items, this will calculate
+any appropriate tax exemptions and attach them to the line items.
+
+Options may include 'custnum' and 'invoice_date' in case the cust_bill_pkg
+objects belong to an invoice that hasn't been inserted yet.
+
+Options may include 'exemptions', an arrayref of L<FS::cust_tax_exempt_pkg>
+objects belonging to the same customer, to be counted against the monthly
+tax exemption limit if there is one.
+
+=cut
+
+# XXX this should just return a cust_bill_pkg object for the tax,
+# but that requires changing stuff in tax_rate.pm also.
+
+sub taxline {
+ my( $self, $taxables, %opt ) = @_;
+ return 'taxline called with no line items' unless @$taxables;
+
local $SIG{HUP} = 'IGNORE';
local $SIG{INT} = 'IGNORE';
local $SIG{QUIT} = 'IGNORE';
my $name = $self->taxname || 'Tax';
my $amount = 0;
- foreach my $cust_bill_pkg (@_) {
+ my $cust_bill = $taxables->[0]->cust_bill;
+ my $custnum = $cust_bill ? $cust_bill->custnum : $opt{'custnum'};
+ my $invoice_date = $cust_bill ? $cust_bill->_date : $opt{'invoice_date'};
+ my $cust_main = FS::cust_main->by_key($custnum) if $custnum > 0;
+ if (!$cust_main) {
+ # better way to handle this? should we just assume that it's taxable?
+ die "unable to calculate taxes for an unknown customer\n";
+ }
- my $cust_bill = $cust_bill_pkg->cust_pkg->cust_bill;
- my $part_pkg = $cust_bill_pkg->part_pkg;
-
- my $taxable_charged = 0;
- $taxable_charged += $cust_bill_pkg->setup
- unless $part_pkg->setuptax =~ /^Y$/i
- || $self->setuptax =~ /^Y$/i;
- $taxable_charged += $cust_bill_pkg->recur
- unless $part_pkg->recurtax =~ /^Y$/i
- || $self->recurtax =~ /^Y$/i;
-
- return [ $name, 0 ]
- unless $taxable_charged;
+ # set a flag if the customer is tax-exempt
+ my $exempt_cust;
+ my $conf = FS::Conf->new;
+ if ( $conf->exists('cust_class-tax_exempt') ) {
+ my $cust_class = $cust_main->cust_class;
+ $exempt_cust = $cust_class->tax if $cust_class;
+ } else {
+ $exempt_cust = $cust_main->tax;
+ }
+
+ # set a flag if the customer is exempt from this tax here
+ my $exempt_cust_taxname = $cust_main->tax_exemption($self->taxname)
+ if $self->taxname;
+
+ # Gather any exemptions that are already attached to these cust_bill_pkgs
+ # so that we can deduct them from the customer's monthly limit.
+ my @existing_exemptions = @{ $opt{'exemptions'} };
+ push @existing_exemptions, @{ $_->cust_tax_exempt_pkg }
+ for @$taxables;
+
+ foreach my $cust_bill_pkg (@$taxables) {
+
+ my $cust_pkg = $cust_bill_pkg->cust_pkg;
+ my $part_pkg = $cust_bill_pkg->part_pkg;
+
+ my @new_exemptions;
+ my $taxable_charged = $cust_bill_pkg->setup + $cust_bill_pkg->recur
+ or next; # don't create zero-amount exemptions
+
+ # XXX the following procedure should probably be in cust_bill_pkg
+
+ if ( $exempt_cust ) {
+
+ push @new_exemptions, FS::cust_tax_exempt_pkg->new({
+ amount => $taxable_charged,
+ exempt_cust => 'Y',
+ });
+ $taxable_charged = 0;
+
+ } elsif ( $exempt_cust_taxname ) {
+
+ push @new_exemptions, FS::cust_tax_exempt_pkg->new({
+ amount => $taxable_charged,
+ exempt_cust_taxname => 'Y',
+ });
+ $taxable_charged = 0;
+
+ }
+
+ if ( ($part_pkg->setuptax eq 'Y' or $self->setuptax eq 'Y')
+ and $cust_bill_pkg->setup > 0 and $taxable_charged > 0 ) {
+
+ push @new_exemptions, FS::cust_tax_exempt_pkg->new({
+ amount => $cust_bill_pkg->setup,
+ exempt_setup => 'Y'
+ });
+ $taxable_charged -= $cust_bill_pkg->setup;
+
+ }
+ if ( ($part_pkg->recurtax eq 'Y' or $self->recurtax eq 'Y')
+ and $cust_bill_pkg->recur > 0 and $taxable_charged > 0 ) {
+
+ push @new_exemptions, FS::cust_tax_exempt_pkg->new({
+ amount => $cust_bill_pkg->recur,
+ exempt_recur => 'Y'
+ });
+ $taxable_charged -= $cust_bill_pkg->recur;
+
+ }
- if ( $self->exempt_amount && $self->exempt_amount > 0 ) {
+ if ( $self->exempt_amount && $self->exempt_amount > 0
+ and $taxable_charged > 0 ) {
#my ($mon,$year) = (localtime($cust_bill_pkg->sdate) )[4,5];
my ($mon,$year) =
- (localtime( $cust_bill_pkg->sdate || $cust_bill->_date ) )[4,5];
+ (localtime( $cust_bill_pkg->sdate || $invoice_date ) )[4,5];
$mon++;
- my $freq = $part_pkg->freq || 1;
+ $year += 1900;
+ my $freq = $cust_bill_pkg->freq;
+ unless ($freq) {
+ $freq = $part_pkg->freq || 1; # less trustworthy fallback
+ }
if ( $freq !~ /(\d+)$/ ) {
$dbh->rollback if $oldAutoCommit;
return "daily/weekly package definitions not (yet?)".
#call the whole thing off if this customer has any old
#exemption records...
my @cust_tax_exempt =
- qsearch( 'cust_tax_exempt' => { custnum=> $cust_bill->custnum } );
+ qsearch( 'cust_tax_exempt' => { custnum=> $custnum } );
if ( @cust_tax_exempt ) {
$dbh->rollback if $oldAutoCommit;
return
AND taxnum = ?
AND year = ?
AND month = ?
+ AND exempt_monthly = 'Y'
";
my $sth = dbh->prepare($sql) or do {
$dbh->rollback if $oldAutoCommit;
return "fatal: can't lookup exising exemption: ". dbh->errstr;
};
$sth->execute(
- $cust_bill->custnum,
+ $custnum,
$self->taxnum,
- 1900+$year,
+ $year,
$mon,
) or do {
$dbh->rollback if $oldAutoCommit;
return "fatal: can't lookup exising exemption: ". dbh->errstr;
};
my $existing_exemption = $sth->fetchrow_arrayref->[0] || 0;
+
+ foreach ( grep { $_->taxnum == $self->taxnum &&
+ $_->exempt_monthly eq 'Y' &&
+ $_->month == $mon &&
+ $_->year == $year
+ } @existing_exemptions
+ )
+ {
+ $existing_exemption += $_->amount;
+ }
my $remaining_exemption =
$self->exempt_amount - $existing_exemption;
my $addl = $remaining_exemption > $taxable_per_month
? $taxable_per_month
: $remaining_exemption;
+ push @new_exemptions, FS::cust_tax_exempt_pkg->new({
+ amount => sprintf('%.2f', $addl),
+ exempt_monthly => 'Y',
+ year => $year,
+ month => $mon,
+ });
$taxable_charged -= $addl;
-
- my $cust_tax_exempt_pkg = new FS::cust_tax_exempt_pkg ( {
- 'billpkgnum' => $cust_bill_pkg->billpkgnum,
- 'taxnum' => $self->taxnum,
- 'year' => 1900+$year,
- 'month' => $mon,
- 'amount' => sprintf("%.2f", $addl ),
- } );
- my $error = $cust_tax_exempt_pkg->insert;
- if ( $error ) {
- $dbh->rollback if $oldAutoCommit;
- return "fatal: can't insert cust_tax_exempt_pkg: $error";
- }
- } # if $remaining_exemption > 0
-
- #++
+ }
+ last if $taxable_charged < 0.005;
+ # if they're using multiple months of exemption for a multi-month
+ # package, then record the exemptions in separate months
$mon++;
- #until ( $mon < 12 ) { $mon -= 12; $year++; }
- until ( $mon < 13 ) { $mon -= 12; $year++; }
+ if ( $mon > 12 ) {
+ $mon -= 12;
+ $year++;
+ }
} #foreach $which_month
+ } # if exempt_amount
+
+ $_->taxnum($self->taxnum) foreach @new_exemptions;
+
+ #if ( $cust_bill_pkg->billpkgnum ) {
- } #if $tax->exempt_amount
+ #no, need to do this to e.g. calculate tax credit amounts
+ #die "tried to calculate tax exemptions on a previously billed line item\n";
+ # this is unnecessary
+# foreach my $cust_tax_exempt_pkg (@new_exemptions) {
+# my $error = $cust_tax_exempt_pkg->insert;
+# if ( $error ) {
+# $dbh->rollback if $oldAutoCommit;
+# return "can't insert cust_tax_exempt_pkg: $error";
+# }
+# }
+ #}
+
+ # attach them to the line item
+ push @{ $cust_bill_pkg->cust_tax_exempt_pkg }, @new_exemptions;
+ push @existing_exemptions, @new_exemptions;
+
+ # If we were smart, we'd also generate a cust_bill_pkg_tax_location
+ # record at this point, but that would require redesigning more stuff.
$taxable_charged = sprintf( "%.2f", $taxable_charged);
- $amount += $taxable_charged * $self->tax / 100
- }
+ $amount += $taxable_charged * $self->tax / 100;
+ } #foreach $cust_bill_pkg
+
+ return {
+ 'name' => $name,
+ 'amount' => $amount,
+ };
- $dbh->commit or die $dbh->errstr if $oldAutoCommit;
- return [ $name, $amount ]
}
=back
projects / freeside.git / blobdiff