-<%
-
-#find first month
-my $syear = $cgi->param('start_year'); # || 1899+$curyear;
-my $smonth = $cgi->param('start_month'); # || $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 = $cgi->param('end_year'); # || 1900+$curyear;
-my $emonth = $cgi->param('end_month'); # || $curmon+1;
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
#XXX or virtual
my( $agentnum, $agent ) = ('', '');
}
my $agentname = $agent ? $agent->agent.' ' : '';
-my @items = qw( invoiced netsales credits payments receipts );
-if ( $cgi->param('12mo') == 1 ) {
- @items = map $_.'_12mo', @items;
+my @classnums;
+if ( $cgi->param('cust_classnum') ) {
+ @classnums = grep /^\d+$/, $cgi->param('cust_classnum');
}
+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',
);
my %graph_suffix = (
- 'invoiced' => ' (invoiced)',
- 'netsales' => ' (invoiced - applied credits)',
- 'credits' => '',
- 'payments' => ' (payments)',
- 'receipts' => '/Cashflow (payments - refunds)',
+ '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;
-$label{$_.'_12mo'} = $label{$_}. " (previous 12 months)"
- foreach keys %label;
-
-$graph_label{$_.'_12mo'} = $graph_label{$_}. " (previous 12 months)"
- foreach keys %graph_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?
-%><%= include('elements/monthly.html',
- 'title' => $agentname.
- 'Sales, Credits and Receipts Summary',
- 'items' => \@items,
- 'labels' => \%label,
- 'graph_labels' => \%graph_label,
- 'colors' => \%color,
- 'links' => \%link,
- 'start_month' => $smonth,
- 'start_year' => $syear,
- 'end_month' => $emonth,
- 'end_year' => $eyear,
- 'agentnum' => $agentnum,
- 'nototal' => scalar($cgi->param('12mo')),
- )
-%>
+if ( $cgi->param('12mo') ) {
+ $label{$_} .= " (prev 12 months)"
+ foreach keys %label;
+
+ $graph_label{$_} .= " (prev 12 months)"
+ foreach keys %graph_label;
+}
+
+</%init>
projects / freeside.git / blobdiff