-<%
+<& elements/search.html,
+ 'title' => emt('Line items'),
+ 'name' => emt('line items'),
+ 'query' => $query,
+ 'count_query' => $count_query,
+ 'count_addl' => \@total_desc,
+ 'header' => [
+ @pkgnum_header,
+ emt('Pkg Def'),
+ emt('Description'),
+ @post_desc_header,
+ @peritem_desc,
+ @currency_desc,
+ emt('Invoice'),
+ emt('Date'),
+ emt('Paid'),
+ emt('Credited'),
+ FS::UI::Web::cust_header(),
+ ],
+ 'fields' => [
+ @pkgnum,
+ sub { $_[0]->pkgnum > 0
+ ? $_[0]->get('pkgpart')
+ : ''
+ },
+ 'itemdesc', # is part_pkg.pkg if applicable
+ @post_desc,
+ #strikethrough or "N/A ($amount)" or something these when
+ # they're not applicable to pkg_tax search
+ @peritem_sub,
+ @currency_sub,
+ 'invnum',
+ sub { time2str('%b %d %Y', shift->_date ) },
+ sub { sprintf($money_char.'%.2f', shift->get('pay_amount')) },
+ sub { sprintf($money_char.'%.2f', shift->get('credit_amount')) },
+ \&FS::UI::Web::cust_fields,
+ ],
+ 'sort_fields' => [
+ @pkgnum_null,
+ '',
+ '',
+ @post_desc_null,
+ @peritem,
+ @currency,
+ 'invnum',
+ '_date',
+ 'pay_amount',
+ 'credit_amount',
+ FS::UI::Web::cust_sort_fields(),
+ ],
+ 'links' => [
+ @pkgnum_null,
+ '',
+ '',
+ @post_desc_null,
+ @peritem_null,
+ @currency_null,
+ $ilink,
+ $ilink,
+ $pay_link,
+ $credit_link,
+ ( map { $_ ne 'Cust. Status' ? $clink : '' }
+ FS::UI::Web::cust_header()
+ ),
+ ],
+ #'align' => 'rlrrrc'.FS::UI::Web::cust_aligns(),
+ 'align' => $pkgnum_align.
+ 'rl'.
+ $post_desc_align.
+ $peritem_align.
+ $currency_align.
+ 'rcrr'.
+ FS::UI::Web::cust_aligns(),
+ 'color' => [
+ @pkgnum_null,
+ '',
+ '',
+ @post_desc_null,
+ @peritem_null,
+ @currency_null,
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_colors(),
+ ],
+ 'style' => [
+ @pkgnum_null,
+ '',
+ '',
+ @post_desc_null,
+ @peritem_null,
+ @currency_null,
+ '',
+ '',
+ '',
+ '',
+ FS::UI::Web::cust_styles(),
+ ],
+&>
+<%doc>
-my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+Output control parameters:
+- distribute: Boolean. If true, recurring fees will be "prorated" for the
+ portion of the package date range (sdate-edate) that falls within the date
+ range of the report. Line items will be limited to those for which this
+ portion is > 0. This disables filtering on invoice date.
+
+- charges: 'S'etup, 'R'ecur, 'U'sage, or any string combination of those.
+
+Filtering parameters:
+- begin, end: Date range. Applies to invoice date, not necessarily package
+ date range. But see "distribute".
+
+- status: Customer status (active, suspended, etc.). This will filter on
+ _current_ customer status, not status at the time the invoice was generated.
+
+- agentnum: Filter on customer agent.
+
+- refnum: Filter on customer reference source.
+
+- cust_classnum: Filter on customer class.
+
+- classnum: Filter on package class.
+
+- report_optionnum: Filter on package report class. Can be a single report
+ class number or a comma-separated list (where 0 is "no report class"), or the
+ word "multiple".
+
+- use_override: Apply "classnum" and "taxclass" filtering based on the
+ override (bundle) pkgpart, rather than always using the true pkgpart.
+
+- nottax: Limit to items that are not taxes (pkgnum > 0 or feepart > 0).
+
+- istax: Limit to items that are taxes (pkgnum == 0 and feepart = null).
+
+- taxnum: Limit to items whose tax definition matches this taxnum.
+ With "nottax" that means items that are subject to that tax;
+ with "istax" it's the tax charges themselves. Can be a comma-separated
+ list to include multiple taxes.
+
+- country, state, county, city: Limit to items whose tax location
+ matches these fields. If "nottax" it's the tax location of the package;
+ if "istax" the location of the tax.
+
+- taxname, taxnameNULL: With "nottax", limit to items whose tax location
+ matches a tax with this name. With "istax", limit to items that have
+ this tax name. taxnameNULL is equivalent to "taxname = '' OR taxname
+ = 'Tax'".
+
+- out: With "nottax", limit to items that don't match any tax definition.
+ With "istax", find tax items that are unlinked to their tax definitions.
+ Current Freeside (> July 2012) always creates tax links, but unlinked
+ items may result from an incomplete upgrade of legacy data.
+
+- locationtaxid: With "nottax", limit to packages matching this
+ tax_rate_location ID; with "tax", limit to taxes generated from that
+ location.
+
+- taxclass: Filter on package taxclass.
+
+- taxclassNULL: With "nottax", limit to items that would be subject to the
+ tax with taxclass = NULL. This doesn't necessarily mean part_pkg.taxclass
+ is NULL; it also includes taxclasses that don't have a tax in this region.
+
+- itemdesc: Limit to line items with this description. Note that non-tax
+ packages usually have a description of NULL. (Deprecated.)
+
+- report_group: Can contain '=' or '!=' followed by a string to limit to
+ line items where itemdesc starts with, or doesn't start with, the string.
+
+- cust_tax: Limit to customers who are tax-exempt. If "taxname" is also
+ specified, limit to customers who are also specifically exempt from that
+ tax.
+
+- pkg_tax: Limit to packages that are tax-exempt, and only include the
+ exempt portion (setup, recurring, or both) when calculating totals.
-my $join_cust = "
- JOIN cust_bill USING ( invnum )
- JOIN cust_main USING ( custnum )
-";
-
-my $join_pkg = "
- LEFT JOIN cust_pkg USING ( pkgnum )
- LEFT JOIN part_pkg USING ( pkgpart )
-";
-
-my $where = "
- WHERE _date >= $beginning AND _date <= $ending
- AND payby != 'COMP'
-";
-
-if ( $cgi->param('out') ) {
-
- $where .= "
- AND 0 = ( SELECT COUNT(*) FROM cust_main_county
- WHERE ( cust_main_county.county = cust_main.county
- OR cust_main_county.county IS NULL AND cust_main.county = ''
- OR cust_main_county.county = '' AND cust_main.county IS NULL
- )
- AND ( cust_main_county.state = cust_main.state
- OR cust_main_county.state IS NULL AND cust_main.state = ''
- OR cust_main_county.state = '' AND cust_main.state IS NULL
- )
- AND cust_main_county.country = cust_main.country
- AND cust_main_county.tax > 0
- )
- ";
-
-} elsif ( $cgi->param('country' ) ) {
-
- my $county = dbh->quote( $cgi->param('county') );
- my $state = dbh->quote( $cgi->param('state') );
- my $country = dbh->quote( $cgi->param('country') );
- $where .= "
- AND ( county = $county OR $county = '' )
- AND ( state = $state OR $state = '' )
- AND country = $country
- ";
- $where .= ' AND taxclass = '. dbh->quote( $cgi->param('taxclass') )
- if $cgi->param('taxclass');
+- taxable: Limit to packages that are subject to tax, i.e. where a
+ cust_bill_pkg_tax_location record exists.
+- credit: Limit to line items that received a credit application. The
+ amount of the credit will also be shown.
+
+</%doc>
+<%init>
+
+my $curuser = $FS::CurrentUser::CurrentUser;
+
+die "access denied" unless $curuser->access_right('Financial reports');
+
+my $conf = new FS::Conf;
+my $money_char = $conf->config('money_char') || '$';
+
+my @select = ( 'cust_bill_pkg.*', 'cust_bill._date' );
+my @total = ( 'COUNT(*)' );
+my @total_desc = ();
+
+my @peritem = ( 'setup', 'recur' );
+my @peritem_desc = ( 'Setup charges', 'Recurring charges' );
+
+my @currency_desc = ();
+my @currency_sub = ();
+my @currency = ();
+if ( $conf->config('currencies') ) {
+ @currency_desc = ( 'Setup billed', 'Recurring billed' );
+ @currency_sub = (
+ map {
+ my $what = $_;
+ sub { my $currency = $_[0]->get($what.'_billed_currency') or return '';
+ $currency. ' '. currency_symbol($currency, SYM_HTML).
+ $_[0]->get($what.'_billed_amount');
+ };
+ } qw( setup recur )
+ );
+ @currency = ( 'setup_billed_amount', 'recur_billed_amount' ); #for sorting
}
-$where .= ' AND pkgnum != 0' if $cgi->param('nottax');
+my @pkgnum_header = ();
+my @pkgnum = ();
+my @pkgnum_null;
+my $pkgnum_align = '';
+if ( $curuser->option('show_pkgnum') ) {
+ push @select, 'cust_bill_pkg.pkgnum';
+ push @pkgnum_header, 'Pkg Num';
+ push @pkgnum, sub { $_[0]->pkgnum > 0 ? $_[0]->pkgnum : '' };
+ push @pkgnum_null, '';
+ $pkgnum_align .= 'r';
+}
-$where .= ' AND pkgnum = 0' if $cgi->param('istax');
+my @post_desc_header = ();
+my @post_desc = ();
+my @post_desc_null = ();
+my $post_desc_align = '';
+if ( $conf->exists('enable_taxclasses') ) {
+ push @post_desc_header, 'Tax class';
+ push @post_desc, 'taxclass';
+ push @post_desc_null, '';
+ $post_desc_align .= 'l';
+}
-$where .= " AND tax = 'Y'" if $cgi->param('cust_tax');
+# used in several places
+my $itemdesc = 'COALESCE(cust_bill_pkg.itemdesc, part_fee.itemdesc, part_pkg.pkg, cust_bill_pkg.itemdesc)';
-my $count_query;
-if ( $cgi->param('pkg_tax') ) {
+# valid in both the tax and non-tax cases
+my $join_cust =
+ " LEFT JOIN cust_bill ON (cust_bill_pkg.invnum = cust_bill.invnum)".
+ # use cust_pkg.locationnum if it exists
+ FS::UI::Web::join_cust_main('cust_bill', 'cust_pkg');
- $count_query =
- "SELECT COUNT(*), SUM( ( CASE WHEN part_pkg.setuptax = 'Y'
- THEN cust_bill_pkg.setup
- ELSE 0 )
- +
- ( CASE WHEN part_pkg.recurtax = 'Y'
- THEN cust_bill_pkg.recur
- ELSE 0 )
- )";
+#agent virtualization
+my $agentnums_sql =
+ $FS::CurrentUser::CurrentUser->agentnums_sql( 'table' => 'cust_main' );
- $where .= " AND (
- ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
- OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 )
- )";
+my @where = ( $agentnums_sql );
+# date range
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+
+if ( $cgi->param('distribute') == 1 ) {
+ push @where, "sdate <= $ending",
+ "edate > $beginning",
+ ;
} else {
+ push @where, "cust_bill._date >= $beginning",
+ "cust_bill._date <= $ending";
+}
+
+# status
+if ( $cgi->param('status') =~ /^([a-z]+)$/ ) {
+ push @where, FS::cust_main->cust_status_sql . " = '$1'";
+}
+
+# agentnum
+if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ push @where, "cust_main.agentnum = $1";
+}
+
+# salesnum--see below
+# refnum
+if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ push @where, "cust_main.refnum = $1";
+}
+
+# cust_classnum (false laziness w/ elements/cust_main_dayranges.html, elements/cust_pay_or_refund.html, prepaid_income.html, cust_bill_pay.html, cust_bill_pkg_referral.html, unearned_detail.html, cust_credit.html, cust_credit_refund.html, cust_main::Search::search_sql)
+if ( grep { $_ eq 'cust_classnum' } $cgi->param ) {
+ my @classnums = grep /^\d*$/, $cgi->param('cust_classnum');
+ push @where, 'COALESCE( cust_main.classnum, 0) IN ( '.
+ join(',', map { $_ || '0' } @classnums ).
+ ' )'
+ if @classnums;
+}
+
- $count_query =
- "SELECT COUNT(*), SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)";
+# custnum
+if ( $cgi->param('custnum') =~ /^(\d+)$/ ) {
+ push @where, "cust_main.custnum = $1";
+}
+
+# we want the package and its definition if available
+my $join_pkg =
+' LEFT JOIN cust_pkg USING (pkgnum)
+ LEFT JOIN part_pkg USING (pkgpart)
+ LEFT JOIN part_fee USING (feepart)';
+my $part_pkg = 'part_pkg';
+# "Separate sub-packages from parents"
+my $use_override = $cgi->param('use_override') ? 1 : 0;
+if ( $use_override ) {
+ # still need the real part_pkg for tax applicability,
+ # so alias this one
+ $join_pkg .= " LEFT JOIN part_pkg AS override ON (
+ COALESCE(cust_bill_pkg.pkgpart_override, cust_pkg.pkgpart, 0) = override.pkgpart
+ )";
+ $part_pkg = 'override';
}
-$count_query += " FROM cust_bill_pkg $join_cust $join_pkg $where";
+push @select, "$part_pkg.pkgpart", "$part_pkg.pkg";
+push @select, "($itemdesc) AS itemdesc"; # available in all report modes
+
+push @select, "COALESCE($part_pkg.taxclass, part_fee.taxclass) AS taxclass"
+ if $conf->exists('enable_taxclasses');
+
+# the non-tax case
+if ( $cgi->param('nottax') ) {
+
+ push @where,
+ '(cust_bill_pkg.pkgnum > 0 OR cust_bill_pkg.feepart IS NOT NULL)';
+
+ my @tax_where; # will go into a subquery
+ my @exempt_where; # will also go into a subquery
+
+ # classnum (of override pkgpart if applicable)
+ # not specified: all classes
+ # 0: empty class
+ # N: classnum
+ if ( grep { $_ eq 'classnum' } $cgi->param ) {
+ my @classnums = grep /^\d+$/, $cgi->param('classnum');
+ push @where, "COALESCE(part_fee.classnum, $part_pkg.classnum, 0) IN ( ".
+ join(',', @classnums ).
+ ' )'
+ if @classnums;
+ }
+
+ if ( grep { $_ eq 'report_optionnum' } $cgi->param ) {
+ my $num = join(',', grep /^[\d,]+$/, $cgi->param('report_optionnum'));
+ my $not_num = join(',', grep /^[\d,]+$/, $cgi->param('not_report_optionnum'));
+ my $all = $cgi->param('all_report_options') ? 1 : 0;
+ push @where, # code reuse FTW
+ FS::Report::Table->with_report_option(
+ report_optionnum => $num,
+ not_report_optionnum => $not_num,
+ use_override => $use_override,
+ all_report_options => $all,
+ );
+ }
+
+ # taxclass
+ if ( $cgi->param('taxclassNULL') ) {
+ # a little different from 'taxclass' in that it applies to the
+ # effective taxclass, not the real one
+ push @tax_where, 'cust_main_county.taxclass IS NULL'
+ } elsif ( $cgi->param('taxclass') ) {
+ push @tax_where, "COALESCE(part_fee.taxclass, $part_pkg.taxclass) IN (" .
+ join(', ', map {dbh->quote($_)} $cgi->param('taxclass') ).
+ ')';
+ }
+
+ if ( $cgi->param('exempt_cust') eq 'Y' ) {
+ # tax-exempt customers
+ push @exempt_where, "(exempt_cust = 'Y' OR exempt_cust_taxname = 'Y')";
+
+ } elsif ( $cgi->param('exempt_pkg') eq 'Y' ) { # non-taxable package
+ # non-taxable package charges
+ push @exempt_where, "(exempt_setup = 'Y' OR exempt_recur = 'Y')";
+ }
+ # we don't handle exempt_monthly here
+
+ if ( $cgi->param('taxname') ) { # specific taxname
+ push @tax_where, "COALESCE(cust_main_county.taxname, 'Tax') = ".
+ dbh->quote($cgi->param('taxname'));
+ }
+
+ # country:state:county:city:district (may be repeated)
+ # You can also pass a big list of taxnums but that leads to huge URLs.
+ # Note that this means "packages whose tax is in this region", not
+ # "packages in this region". It's meant for links from the tax report.
+ if ( $cgi->param('region') ) {
+ my @orwhere;
+ foreach ( $cgi->param('region') ) {
+ my %loc;
+ @loc{qw(country state county city district)} =
+ split(':', $cgi->param('region'));
+ my $string = join(' AND ',
+ map {
+ if ( $loc{$_} ) {
+ "$_ = ".dbh->quote($loc{$_});
+ } else {
+ "$_ IS NULL";
+ }
+ } keys(%loc)
+ );
+ push @orwhere, "($string)";
+ }
+ push @tax_where, '(' . join(' OR ', @orwhere) . ')' if @orwhere;
+ }
+
+ # specific taxnums
+ if ( $cgi->param('taxnum') =~ /^([\d,]+)$/) {
+ push @tax_where, "cust_main_county.taxnum IN ($1)";
+ }
+
+ # If we're showing exempt items, we need to find those with
+ # cust_tax_exempt_pkg records matching the selected taxes.
+ # If we're showing taxable items, we need to find those with
+ # cust_bill_pkg_tax_location records. We also need to find the
+ # exemption records so that we can show the taxable amount.
+ # If we're showing all items, we need the union of those.
+ # If we're showing 'out' (items that aren't region/class taxable),
+ # then we need the set of all items minus the union of those.
+
+ # Always exclude cust_tax_exempt_pkg records with non-NULL creditbillpkgnum.
+
+ if ( $cgi->param('out') ) {
+ # separate from the rest, in that we're not going to join cust_main_county
+ # in the outer query
+
+ my @exclude = ( 'cust_tax_exempt_pkg.billpkgnum',
+ 'cust_bill_pkg_tax_location.taxable_billpkgnum'
+ );
+ foreach my $col (@exclude) {
+ my ($table) = split(/\./, $col);
+ my $this_where = 'WHERE ' . join(' AND ',
+ "$col = cust_bill_pkg.billpkgnum",
+ @tax_where
+ );
+
+ push @where,
+ "NOT EXISTS(SELECT 1 FROM $table
+ JOIN cust_main_county USING (taxnum)
+ $this_where
+ )";
+ }
+
+ } else {
+ # everything that returns things joined to a tax definition
+
+ if ( @exempt_where or @tax_where or $cgi->param('taxable') ) {
+
+ push @exempt_where, "cust_tax_exempt_pkg.creditbillpkgnum IS NULL";
+
+ # process exemption restrictions, including @tax_where
+ my $exempt_sub = 'SELECT SUM(amount) as exempt_amount, billpkgnum
+ FROM cust_tax_exempt_pkg JOIN cust_main_county USING (taxnum)';
+
+ $exempt_sub .= ' WHERE '.join(' AND ', @tax_where, @exempt_where);
+
+ $exempt_sub .= ' GROUP BY billpkgnum';
+
+ $join_pkg .= " LEFT JOIN ($exempt_sub) AS item_exempt
+ ON (cust_bill_pkg.billpkgnum = item_exempt.billpkgnum)";
+
+ }
+
+ if ( @tax_where or $cgi->param('taxable') ) {
+ # process tax restrictions
+ unshift @tax_where,
+ 'cust_main_county.tax > 0';
+
+ my $tax_sub = "SELECT taxable_billpkgnum
+ FROM cust_bill_pkg_tax_location
+ JOIN cust_main_county USING (taxnum)
+ WHERE ". join(' AND ', @tax_where).
+ " GROUP BY taxable_billpkgnum";
+
+ $join_pkg .= " LEFT JOIN ($tax_sub) AS item_tax
+ ON (cust_bill_pkg.billpkgnum = item_tax.taxable_billpkgnum)"
+ }
+
+ # now do something with that
+ if ( $cgi->param('taxable') ) {
+ # taxable query: needs sale amount - exempt amount
+ my $taxable = 'cust_bill_pkg.setup + cust_bill_pkg.recur '.
+ '- COALESCE(item_exempt.exempt_amount, 0)';
+
+ push @where, "item_tax.taxable_billpkgnum IS NOT NULL";
+ push @select, "($taxable) AS taxable_amount";
+ push @peritem, 'taxable_amount';
+ push @peritem_desc, 'Taxable';
+ push @total, "SUM($taxable)";
+ push @total_desc, "$money_char%.2f taxable";
+
+ } elsif ( $cgi->param('exempt_cust') or $cgi->param('exempt_pkg') ) {
+
+ push @where, 'item_exempt.billpkgnum IS NOT NULL';
+ push @select, 'item_exempt.exempt_amount';
+ push @peritem, 'exempt_amount';
+ push @peritem_desc, 'Exempt';
+ push @total, 'SUM(exempt_amount)';
+ push @total_desc, "$money_char%.2f tax-exempt";
+
+ } elsif ( @tax_where ) {
+ # union of taxable + all exempt_ cases
+ push @where,
+ '(item_tax.taxable_billpkgnum IS NOT NULL OR item_exempt.billpkgnum IS NOT NULL)';
+
+ }
+
+ } # handle all joins to cust_main_county
+
+ # setup/recur/usage separation
+ my %charges = map { $_ => 1 } split('', $cgi->param('charges') || 'SRU');
+
+ if ( $charges{S} and $charges{R} and $charges{U} ) {
+ # in this case, show discounts
+
+ $join_pkg .= ' JOIN (
+ SELECT billpkgnum, COALESCE(SUM(amount), 0) AS discounted
+ FROM cust_bill_pkg_discount RIGHT JOIN cust_bill_pkg USING (billpkgnum)
+ GROUP BY billpkgnum
+ ) AS _discount ON (cust_bill_pkg.billpkgnum = _discount.billpkgnum)
+ ';
+ push @select, '_discount.discounted';
+
+ push @peritem, 'discounted';
+ push @peritem_desc, 'Discount';
+ push @total, 'SUM(cust_bill_pkg.setup + cust_bill_pkg.recur + discounted)',
+ 'SUM(discounted)',
+ 'SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)';
+ push @total_desc, "$money_char%.2f gross sales",
+ "− $money_char%.2f discounted",
+ "= $money_char%.2f invoiced";
+
+ } elsif ( $charges{R} and $charges{U} ) {
+
+ # hide rows with no recurring fee, and show the sum of recurring fees only
+ push @where, 'cust_bill_pkg.recur > 0';
+ push @total, "SUM(cust_bill_pkg.recur)";
+ push @total_desc, "$money_char%.2f recurring";
+
+ } elsif ( $charges{R} and !$charges{U} ) {
+
+ my $recur_no_usage = FS::cust_bill_pkg->charged_sql('', '',
+ setuprecur => 'recur', no_usage => 1);
+ push @select, "($recur_no_usage) AS recur_no_usage";
+ $peritem[1] = 'recur_no_usage';
+ $peritem_desc[1] = 'Recurring charges (excluding usage)';
+ push @total, "SUM($recur_no_usage)";
+ push @total_desc, "$money_char%.2f recurring";
+ if ( !$charges{S} ) {
+ push @where, "($recur_no_usage) > 0";
+ }
+
+ } elsif ( !$charges{R} and $charges{U} ) {
+
+ my $usage = FS::cust_bill_pkg->usage_sql();
+ push @select, "($usage) AS _usage";
+ # there's already a method named 'usage'
+ $peritem[1] = '_usage';
+ $peritem_desc[1] = 'Usage charge';
+ push @total, "SUM($usage)";
+ push @total_desc, "$money_char%.2f usage charges";
+ if ( !$charges{S} ) {
+ push @where, "($usage) > 0";
+ }
+
+ } elsif ( $charges{S} ) {
+
+ push @where, "cust_bill_pkg.setup > 0";
+ push @total, "SUM(cust_bill_pkg.setup)";
+ push @total_desc, "$money_char%.2f setup";
+
+ } # else huh? you have to have SOME charges
+
+} elsif ( $cgi->param('istax') ) {
+
+ # ensure that it is a tax:
+ push @where, 'cust_bill_pkg.pkgnum = 0',
+ 'cust_bill_pkg.feepart IS NULL';
+
+ # We MUST NOT join cust_bill_pkg to any table that it's 1:many to.
+ # Otherwise we get duplication of the cust_bill_pkg records,
+ # inaccurate totals, nonsensical paging behavior, etc.
+ # We CAN safely join it to a subquery that has unique billpkgnums, and
+ # that's what we'll do.
+
+ my $tax_subquery;
+ my @tax_where;
+
+ # tax location when using tax_rate_location
+ if ( $cgi->param('vendortax') ) {
+
+ $tax_subquery = '
+ SELECT billpkgnum, SUM(amount) as tax_total
+ FROM cust_bill_pkg_tax_rate_location AS tax
+ JOIN tax_rate_location USING (taxratelocationnum)
+ ';
+ foreach (qw( state county city locationtaxid)) {
+ if ( scalar($cgi->param($_)) ) {
+ my $place = dbh->quote( $cgi->param($_) );
+ push @tax_where, "tax_rate_location.$_ = $place";
+ }
+ }
+
+ # itemdesc, for breakdown from the vendor tax report
+ # (this is definitely used)
+ if ( $cgi->param('itemdesc') ) {
+ if ( $cgi->param('itemdesc') eq 'Tax' ) {
+ push @where, "($itemdesc = 'Tax' OR $itemdesc is null)";
+ } else {
+ push @where, "$itemdesc = ". dbh->quote($cgi->param('itemdesc'));
+ }
+ }
+
+ } else { # the internal-tax case
+
+ my $tax_select = 'SELECT tax.billpkgnum, SUM(tax.amount) as tax_total';
+ my $tax_from = ' FROM cust_bill_pkg_tax_location AS tax JOIN cust_main_county USING (taxnum)';
+
+ # package classnum
+ if ( grep { $_ eq 'classnum' } $cgi->param ) {
+ my @classnums = grep /^\d*$/, $cgi->param('classnum');
+ $tax_from .= '
+ JOIN cust_bill_pkg AS taxed_item
+ ON (tax.taxable_billpkgnum = taxed_item.billpkgnum)
+ LEFT JOIN cust_pkg AS taxed_pkg ON (taxed_item.pkgnum = taxed_pkg.pkgnum)
+ LEFT JOIN part_pkg AS taxed_part_pkg ON (taxed_pkg.pkgpart = taxed_part_pkg.pkgpart)
+ LEFT JOIN part_fee AS taxed_part_fee ON (taxed_item.feepart = taxed_part_fee.feepart)
+ ';
+ push @tax_where,
+ "COALESCE(taxed_part_pkg.classnum, taxed_part_fee.classnum,0) IN ( ".
+ join(',', @classnums ).
+ ' )'
+ if @classnums;
+ }
+
+ # taxclass
+ if ( $cgi->param('taxclassNULL') ) {
+ push @tax_where, 'cust_main_county.taxclass IS NULL';
+ }
+
+ # taxname
+ if ( $cgi->param('taxnameNULL') ) {
+ push @tax_where, 'cust_main_county.taxname IS NULL OR '.
+ 'cust_main_county.taxname = \'Tax\'';
+ } elsif ( $cgi->param('taxname') ) {
+ push @tax_where, 'cust_main_county.taxname = '.
+ dbh->quote($cgi->param('taxname'));
+ }
+
+ # itemdesc, for breakdown from the vendor tax report
+ # (is this even used? vendor tax report shouldn't use cust_bill_pkg.cgi)
+ if ( $cgi->param('itemdesc') ) {
+ if ( $cgi->param('itemdesc') eq 'Tax' ) {
+ push @where, "($itemdesc = 'Tax' OR $itemdesc is null)";
+ } else {
+ push @where, "$itemdesc = ". dbh->quote($cgi->param('itemdesc'));
+ }
+ }
+
+ # specific taxnums (the usual way)
+ if ( $cgi->param('taxnum') =~ /^([\d,]+)$/) {
+ push @tax_where, "cust_main_county.taxnum IN ($1)";
+ }
+
+ $tax_subquery = "$tax_select $tax_from";
+
+ } # end of internal-tax case
+
+ if (@tax_where) {
+ $tax_subquery .= '
+ WHERE ' . join(' AND ', map "($_)", @tax_where);
+ }
+ $tax_subquery .= ' GROUP BY tax.billpkgnum ';
+
+ # now join THAT into the main report
+ # (inner join, so that tax line items that don't match the tax_where
+ # conditions don't appear in the output.)
+
+ $join_pkg .= " JOIN ($tax_subquery) AS _istax USING (billpkgnum) ";
+
+ push @select, 'tax_total';
+
+ @peritem = ( 'setup' ); # total tax on the invoice, not just the filtered tax
+ @peritem_desc = ( 'Tax charge' );
+
+ @total = ( 'COUNT(cust_bill_pkg.billpkgnum)',
+ 'SUM(cust_bill_pkg.setup)' );
+ @total_desc = ( "$money_char%.2f total tax" );
+
+ if ( @tax_where ) {
+ # then also show the filtered tax
+ push @peritem, 'tax_total';
+ push @peritem_desc, 'Tax in category';
+ push @total, 'SUM(tax_total)';
+ push @total_desc, "$money_char%.2f tax in this category";
+ # would also be nice to include a line explaining what the category is
+ }
+
+} # nottax / istax
+
+#total payments
+my $pay_sub = "SELECT SUM(cust_bill_pay_pkg.amount)
+ FROM cust_bill_pay_pkg
+ WHERE cust_bill_pkg.billpkgnum = cust_bill_pay_pkg.billpkgnum
+ ";
+push @select, "($pay_sub) AS pay_amount";
+
+# showing credited amount, optionally with date filtering
+my $credit_where = '';
+if ( $cgi->param('credit_begin') or $cgi->param('credit_end') ) {
+ my($cr_begin, $cr_end) = FS::UI::Web::parse_beginning_ending($cgi, 'credit');
+ $credit_where = "WHERE cust_credit_bill._date >= $cr_begin " .
+ "AND cust_credit_bill._date <= $cr_end";
+}
+
+my $credit_sub = "SELECT SUM(cust_credit_bill_pkg.amount) AS credit_amount, billpkgnum
+ FROM cust_credit_bill_pkg
+ JOIN cust_credit_bill USING (creditbillnum)
+ $credit_where
+ GROUP BY billpkgnum";
+
+$join_pkg .= " LEFT JOIN ($credit_sub) AS item_credit
+ ON (cust_bill_pkg.billpkgnum = item_credit.billpkgnum)";
+push @select, 'credit_amount';
+
+# standard customer fields
+push @select, 'cust_main.custnum', FS::UI::Web::cust_sql_fields();
+
+#salesnum
+if ( $cgi->param('salesnum') =~ /^(\d+)$/ ) {
+
+ my $salesnum = $1;
+ my $sales = FS::sales->by_key($salesnum)
+ or die "salesnum $salesnum not found";
+
+ my $subsearch = $sales->cust_bill_pkg_search('', '',
+ 'cust_main_sales' => ($cgi->param('cust_main_sales') ? 1 : 0),
+ 'paid' => ($cgi->param('paid') ? 1 : 0),
+ 'classnum' => scalar($cgi->param('classnum'))
+ );
+ $join_pkg .= " JOIN sales_pkg_class ON ( COALESCE(sales_pkg_class.classnum, 0) = COALESCE( part_fee.classnum, part_pkg.classnum, 0) )";
+
+ my $extra_sql = $subsearch->{extra_sql};
+ $extra_sql =~ s/^WHERE//;
+ push @where, $extra_sql;
+
+ $cgi->param('classnum', 0) unless $cgi->param('classnum');
+}
+
+#credit flag (include only those that have credit(s) applied)
+if ( $cgi->param('credit') ) {
+ push @where, 'credit_amount > 0';
+}
+
+my $where = join(' AND ', @where);
+$where &&= "WHERE $where";
my $query = {
'table' => 'cust_bill_pkg',
- 'addl_from' => "$join_cust $join_pkg",
+ 'addl_from' => "$join_pkg $join_cust",
'hashref' => {},
- 'select' => join(', ',
- 'cust_bill_pkg.*',
- 'cust_bill._date',
- 'part_pkg.pkg',
- 'cust_main.custnum',
- FS::UI::Web::cust_sql_fields(),
- ),
+ 'select' => join(",\n", @select ),
'extra_sql' => $where,
+ 'order_by' => 'ORDER BY cust_bill._date, cust_bill_pkg.billpkgnum',
};
+my $count_query =
+ 'SELECT ' . join(',', @total) .
+ " FROM cust_bill_pkg $join_pkg $join_cust
+ $where";
+
+@peritem_desc = map {emt($_)} @peritem_desc;
+my @peritem_sub = map {
+ my $field = $_;
+ if ($field =~ /_text$/) { # kludge for credit reason/username fields
+ sub {$_[0]->get($field)};
+ } else {
+ sub { sprintf($money_char.'%.2f', $_[0]->get($field)) }
+ }
+} @peritem;
+my @peritem_null = map { '' } @peritem; # placeholders
+my $peritem_align = 'r' x scalar(@peritem);
+
+@currency_desc = map {emt($_)} @currency_desc;
+my @currency_null = map { '' } @currency; # placeholders
+my $currency_align = 'r' x scalar(@currency);
+
my $ilink = [ "${p}view/cust_bill.cgi?", 'invnum' ];
my $clink = [ "${p}view/cust_main.cgi?", 'custnum' ];
-my $conf = new FS::Conf;
-my $money_char = $conf->config('money_char') || '$';
+my $pay_link = ''; #[, 'billpkgnum', ];
+my $credit_param = '';
+foreach ('credit_begin', 'credit_end') {
+ if ( $cgi->param($_) ) {
+ $credit_param .= "$_=" . $cgi->param($_) . ';';
+ }
+}
+my $credit_link = [ "${p}search/cust_credit_bill_pkg.html?${credit_param}billpkgnum=", 'billpkgnum', ];
-%><%= include( 'elements/search.html',
- 'title' => 'Line items',
- 'name' => 'line items',
- 'query' => $query,
- 'count_query' => $count_query,
- 'count_addl' => [ $money_char. '%.2f total', ],
- 'header' => [
- '#',
- 'Description',
- 'Setup charge',
- 'Recurring charge',
- 'Invoice',
- 'Date',
- FS::UI::Web::cust_header(),
- ],
- 'fields' => [
- 'billpkgnum',
- sub { $_[0]->pkgnum > 0
- ? $_[0]->get('pkg')
- : $_[0]->get('itemdesc')
- },
- #strikethrough or "N/A ($amount)" or something these when
- # they're not applicable to pkg_tax search
- sub { sprintf($money_char.'%.2f', shift->setup ) },
- sub { sprintf($money_char.'%.2f', shift->recur ) },
- 'invnum',
- sub { time2str('%b %d %Y', shift->_date ) },
- \&FS::UI::Web::cust_fields,
- ],
- 'links' => [
- '',
- '',
- '',
- '',
- $ilink,
- $ilink,
- ( map { $clink } FS::UI::Web::cust_header() ),
- ],
- 'align' => 'rlrrrc',
- )
-%>
+warn "\n\nQUERY:\n".Dumper($query)."\n\nCOUNT_QUERY:\n$count_query\n\n"
+ if $cgi->param('debug');
+</%init>
projects / freeside.git / blobdiff