-<%
-
-# #my ($sec,$min,$hour,$mday,$mon,$year,$wday,$yday,$isdst) = localtime(time);
-# my ($curmon,$curyear) = (localtime(time))[4,5];
-
-#find first month
-my $syear = $cgi->param('syear'); # || 1899+$curyear;
-my $smonth = $cgi->param('smonth'); # || $curmon+1;
+<% include('elements/monthly.html',
+ 'title' => $agentname. $referralname.
+ 'Sales, Credits and Receipts Summary',
+ 'items' => \@items,
+ 'labels' => \%label,
+ 'graph_labels' => \%graph_label,
+ 'colors' => \%color,
+ 'links' => \%link,
+ 'agentnum' => $agentnum,
+ 'refnum' => $refnum,
+ 'cust_classnum'=> \@classnums,
+ 'nototal' => scalar($cgi->param('12mo')),
+ )
+%>
+<%init>
-#find last month
-my $eyear = $cgi->param('eyear'); # || 1900+$curyear;
-my $emonth = $cgi->param('emonth'); # || $curmon+1;
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
#XXX or virtual
my( $agentnum, $agent ) = ('', '');
}
my $agentname = $agent ? $agent->agent.' ' : '';
-%>
-<%= include('/elements/header.html',
- $agentname. 'Sales, Credits and Receipts Summary'
- )
-%>
-
-<IMG SRC="money_time-graph.cgi?<%= $cgi->query_string %>" WIDTH="976" HEIGHT="384">
-<BR>
-
-<%= table('e8e8e8') %>
-<%
+my @classnums;
+if ( $cgi->param('cust_classnum') ) {
+ @classnums = grep /^\d+$/, $cgi->param('cust_classnum');
+}
-my @items = qw( invoiced netsales credits payments receipts );
-if ( $cgi->param('12mo') == 1 ) {
- @items = map $_.'_12mo', @items;
+my( $refnum, $part_referral ) = ('', '');
+if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ $refnum = $1;
+ $part_referral = qsearchs('part_referral', { 'refnum' => $refnum } );
+ die "refnum $refnum not found!" unless $part_referral;
}
+my $referralname = $part_referral ? $part_referral->referral.' ' : '';
+
+# need to clean this up. the false symmetry of "gross" and "net" everything
+# makes it aesthetically hard to make this report more useful.
+my @items = ($cgi->param('exclude_discount') ? 'invoiced' : 'gross');
+push @items,
+ qw( discounted netsales
+ credits netcredits
+ payments receipts
+ refunds netrefunds
+ cashflow netcashflow
+ );
my %label = (
- 'invoiced' => 'Gross Sales',
- 'netsales' => 'Net Sales',
- 'credits' => 'Credits',
- 'payments' => 'Gross Receipts',
- 'receipts' => 'Net Receipts',
+ 'gross' => 'Gross Sales',
+ 'invoiced' => 'Invoiced Sales',
+ 'netsales' => 'Net Sales',
+ 'discounted' => 'Discounts',
+ 'credits' => 'Gross Credits',
+ 'netcredits' => 'Net Credits',
+ 'payments' => 'Gross Receipts',
+ 'receipts' => 'Net Receipts',
+ 'refunds' => 'Gross Refunds',
+ 'netrefunds' => 'Net Refunds',
+ 'cashflow' => 'Gross Cashflow',
+ 'netcashflow' => 'Net Cashflow',
);
-$label{$_.'_12mo'} = $label{$_}. " (previous 12 months)"
- foreach keys %label;
+
+my %graph_suffix = (
+ 'gross' => ' (invoiced + discounts)',
+ 'invoiced' => '',
+ 'netsales' => ' (invoiced - applied credits)',
+ 'discounted' => '',
+ 'credits' => ' (credited)',
+ 'netcredits' => ' (applied credits)',
+ 'payments' => ' (payments)',
+ 'receipts' => ' (applied payments)',
+ 'refunds' => ' (refunds)',
+ 'netrefunds' => ' (applied refunds)',
+ 'cashflow' => ' (payments - refunds)',
+ 'netcashflow' => ' (applied payments - applied refunds)',
+);
+my %graph_label = map { $_ => $label{$_}.$graph_suffix{$_} } keys %label;
my %color = (
- 'invoiced' => '9999ff', #light blue
- 'netsales' => '0000cc', #blue
- 'credits' => 'cc0000', #red
- 'payments' => '99cc99', #light green
- 'receipts' => '00cc00', #green
+ 'gross' => '9999ff', #light blue
+ 'invoiced' => '9999ff', #light blue
+ 'netsales' => '0000cc', #blue
+ 'credits' => 'ff9999', #light red
+ 'netcredits' => 'cc0000', #red
+ 'payments' => '99cc99', #light green
+ 'receipts' => '00cc00', #green
+ 'refunds' => 'ffcc99', #light orange
+ 'netrefunds' => 'ff9900', #orange
+ 'cashflow' => '99cc33', #light olive
+ 'netcashflow' => '339900', #olive
+ 'discounted' => 'cc33cc', #purple-ish?
);
$color{$_.'_12mo'} = $color{$_}
foreach keys %color;
+my $ar = "agentnum=$agentnum;refnum=$refnum";
+$ar .= ";cust_classnum=$_" foreach @classnums;
+
my %link = (
- 'invoiced' => "${p}search/cust_bill.html?agentnum=$agentnum;",
- 'credits' => "${p}search/cust_credit.html?agentnum=$agentnum;",
- 'payments' => "${p}search/cust_pay.cgi?magic=_date;agentnum=$agentnum;",
+ 'gross' => "${p}search/cust_bill.html?$ar;",
+ 'invoiced' => "${p}search/cust_bill.html?$ar;invoiced=1;",
+ 'netsales' => "${p}search/cust_bill.html?$ar;net=1;",
+ 'credits' => "${p}search/cust_credit.html?$ar;",
+ 'netcredits' => "${p}search/cust_credit_bill.html?$ar;",
+ 'payments' => "${p}search/cust_pay.html?magic=_date;$ar;",
+ 'receipts' => "${p}search/cust_bill_pay.html?$ar;",
+ 'refunds' => "${p}search/cust_refund.html?magic=_date;$ar;",
+ 'netrefunds' => "${p}search/cust_credit_refund.html?$ar;",
+ 'discounted' => "${p}search/cust_bill_pkg_discount.html?$ar;",
);
# XXX link 12mo?
-my $report = new FS::Report::Table::Monthly (
- 'items' => \@items,
- 'start_month' => $smonth,
- 'start_year' => $syear,
- 'end_month' => $emonth,
- 'end_year' => $eyear,
- 'agentnum' => $agentnum,
-);
-my $data = $report->data;
-
-my @mon = qw(Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec);
+if ( $cgi->param('12mo') ) {
+ $label{$_} .= " (prev 12 months)"
+ foreach keys %label;
-%>
-
-<TR><TD></TD>
-<% foreach my $column ( @{$data->{label}} ) {
- #$column =~ s/^(\d+)\//$mon[$1-1]<BR>/e;
- $column =~ s/^(\d+)\//$mon[$1-1]<BR>/;
- %>
- <TH><%= $column %></TH>
-<% } %>
- <TH>Total</TH>
-</TR>
-
-<% foreach my $row (@items) { %>
- <TR><TH><FONT COLOR="#<%= $color{$row} %>"><%= $label{$row} %></FONT></TH>
- <% my $link = exists($link{$row})
- ? qq(<A HREF="$link{$row})
- : '';
- my @speriod = @{$data->{speriod}};
- my @eperiod = @{$data->{eperiod}};
- my $total = 0;
- %>
- <% foreach my $column ( @{$data->{$row}} ) { %>
- <TD ALIGN="right" BGCOLOR="#ffffff">
- <%= $link ? $link. 'begin='. shift(@speriod). ';end='. shift(@eperiod). '">' : '' %><FONT COLOR="#<%= $color{$row} %>">$<%= sprintf("%.2f", $column) %></FONT><%= $link ? '</A>' : '' %>
- </TD>
- <% $total += $column; %>
- <% } %>
- <TD ALIGN="right" BGCOLOR="#f5f6be">
- <%= $link ? $link. 'begin='. @{$data->{speriod}}[0]. ';end='. @{$data->{eperiod}}[-1]. '">' : '' %><FONT COLOR="#<%= $color{$row} %>">$<%= sprintf("%.2f", $total) %></FONT><%= $link ? '</A>' : '' %>
- </TD>
- </TR>
-<% } %>
-</TABLE>
+ $graph_label{$_} .= " (prev 12 months)"
+ foreach keys %graph_label;
+}
-<%= include('/elements/footer.html') %>
+</%init>
projects / freeside.git / blobdiff