-<% include('/graph/elements/monthly.html',
- #Dumper(
- 'title' => $title,
- 'graph_type' => 'none',
- 'items' => \@items,
- 'params' => \@params,
- 'labels' => \@labels,
- 'graph_labels' => \@labels,
- 'remove_empty' => 1,
- 'bottom_total' => 1,
- 'agentnum' => $agentnum,
- 'doublemonths' => \@doublemonths,
- 'nototal' => 1,
- )
-%>
+<& elements/grid-report.html,
+ title => $title,
+ rows => \@rows,
+ cells => \@cells,
+&>
<%init>
die "access denied"
unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
-my @doublemonths = ( 'Billed', 'Paid' );
-
my ($agentnum,$sel_agent);
-if ( $cgi->param('agentnum') eq 'all' ) {
- $agentnum = 0;
-}
-elsif ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$agentnum = $1;
$sel_agent = qsearchs('agent', { 'agentnum' => $agentnum } );
die "agentnum $agentnum not found!" unless $sel_agent;
}
my $title = $sel_agent ? $sel_agent->agent.' ' : '';
+
+my ($refnum,$sel_part_referral);
+if ( $cgi->param('refnum') =~ /^(\d+)$/ ) {
+ $refnum = $1;
+ $sel_part_referral = qsearchs('part_referral', { 'refnum' => $refnum } );
+ die "refnum $refnum not found!" unless $sel_part_referral;
+}
+$title .= $sel_part_referral->referral.' '
+ if $sel_part_referral;
+
$title .= 'Customer Accounting Summary Report';
-my @custs = ();
-@custs = qsearch('cust_main', {} );
+my @items = ('netsales', 'cashflow');
+my @params = ( [], [] );
+my $grossdiscount = $cgi->param('grossdiscount');
+my $setuprecur = $cgi->param('setuprecur');
+if ($setuprecur && $grossdiscount) {
+ #see blocks below for more details on each option
+ @items = ('gross', 'discounted', 'receipts', 'gross', 'discounted', 'receipts');
+ @params = (
+ [ setuprecur => 'setup' ],
+ [ setuprecur => 'setup' ],
+ [ setuprecur => 'setup' ],
+ [ setuprecur => 'recur' ],
+ [ setuprecur => 'recur' ],
+ [ setuprecur => 'recur' ],
+ );
+} elsif ($setuprecur) {
+ # instead of 'cashflow' (payments - refunds), use 'receipts'
+ # (applied payments), because it's divisible into setup and recur.
+ @items = ('netsales', 'receipts', 'netsales', 'receipts');
+ @params = (
+ [ setuprecur => 'setup' ],
+ [ setuprecur => 'setup' ],
+ [ setuprecur => 'recur' ],
+ [ setuprecur => 'recur' ],
+ );
+} elsif ($grossdiscount) {
+ # instead of 'netsales' (invoiced - netcredits)
+ # use 'gross' (invoiced + discounted) and 'discounted' (sum of discounts on invoices)
+ @items = ('gross', 'discounted', 'cashflow');
+ @params = ( [], [], [] );
+}
+
-my @items = ();
-my @params = ();
my @labels = ();
+my @cross_params = ();
my $status = $cgi->param('status');
die "invalid status" unless $status =~ /^\w+|$/;
-foreach my $cust_main ( @custs ) {
- next unless ($status eq '' || $status eq $cust_main->status);
- next unless ($agentnum == 0 || $cust_main->agentnum eq $agentnum);
+my %search_hash;
+foreach (qw(agentnum refnum status)) {
+ if ( defined $cgi->param($_) ) {
+ $search_hash{$_} = $cgi->param($_);
+ }
+}
+$search_hash{'classnum'} = [ $cgi->param('cust_classnum') ]
+ if grep { $_ eq 'cust_classnum' } $cgi->param;
+
+my $query = FS::cust_main::Search->search(\%search_hash);
+my @cust_main = qsearch($query);
- push @items, 'netsales', 'cashflow';
+foreach my $cust_main (@cust_main) {
+ push @cross_params, [ ('custnum' => $cust_main->custnum) ];
+}
+
+my %opt = (
+ items => \@items,
+ params => \@params,
+ cross_params => \@cross_params,
+ agentnum => $agentnum,
+ refnum => $refnum,
+);
+for ( qw(start_month start_year end_month end_year) ) {
+ if ( $cgi->param($_) =~ /^(\d+)$/ ) {
+ $opt{$_} = $1;
+ }
+}
+
+warn Dumper(OPTIONS => \%opt) if $cgi->param('debug');
+my $report = FS::Report::Table::Monthly->new(%opt);
+my $data = $report->data;
+warn Dumper(DATA => $data) if $cgi->param('debug') >= 2;
+
+my @total;
- push @labels, $cust_main->name;
+my @rows; # hashes of row info
+my @cells; # arrayrefs of cell info
+# We use Excel currency format, but not Excel dates, because
+# these are whole months and there's no nice way to express that.
+# This is the historical behavior for monthly reports.
+
+# header row
+$rows[0] = {};
+$cells[0] = [
+ { header => 1, rowspan => 2, colspan => ($setuprecur ? 4 : 3) },
+ map {
+ { header => 1, colspan => ($grossdiscount ? 3 : 2), value => time2str('%b %Y', $_) },
+ } @{ $data->{speriod} }
+];
+my $ncols = scalar(@{ $data->{speriod} });
+
+$rows[1] = {};
+$cells[1] = [
+ map {
+ ( ($grossdiscount
+ ? (
+ { header => 1, value => mt('Gross') },
+ { header => 1, value => mt('Discount') }
+ )
+ : { header => 1, value => mt('Billed') }
+ ),
+ { header => 1, value => mt('Paid') },
+ ) } (1..$ncols)
+];
+
+# use PDL; # ha ha, I just might.
+my $row = 0;
+foreach my $cust_main (@cust_main) { # correspond to cross_params
+ my $skip = 1; # skip the customer iff ALL of their values are zero
+ for my $subrow (0..($setuprecur ? 1 : 0)) { # the setup/recur axis
+ push @rows, { class => $subrow ? 'shaded' : '' };
+ my @thisrow;
+ if ( $subrow == 0 ) {
+ # customer name
+ push @thisrow,
+ { value => $cust_main->name,
+ header => 1,
+ rowspan => ($setuprecur ? 2 : 1),
+ },
+ { value => $cust_main->state, #cust_main->bill_location->state,
+ header => 1,
+ rowspan => ($setuprecur ? 2 : 1),
+ },
+ { value => $cust_main->salesnum ? $cust_main->sales->salesperson : '',
+ header => 1,
+ rowspan => ($setuprecur ? 2 : 1),
+ },
+ ;
+ }
+ if ( $setuprecur ) {
+ # subheading
+ push @thisrow,
+ { value => $subrow ? mt('recurring') : mt('setup'),
+ header => 1 };
+ }
+ for my $col (0..$ncols-1) { # the month
+ for my $subcol (0..($grossdiscount ? 2 : 1)) { # the billed/paid or gross/discount/paid axis
+ my $item = $subrow * ($grossdiscount ? 3 : 2) + $subcol;
+ my $value = $data->{data}[$item][$col][$row];
+ $skip = 0 if abs($value) > 0.005;
+ push @thisrow, { value => sprintf('%0.2f', $value), format => 'money' };
+ $total[( ($ncols * $subrow) + $col ) * ($grossdiscount ? 3 : 2) + $subcol] += $value;
+ } #subcol
+ } #col
+ push @cells, \@thisrow;
+ } #subrow
+ if ( $skip ) {
+ # all values are zero--remove the rows we just added
+ pop @rows;
+ pop @cells;
+ if ( $setuprecur ) {
+ pop @rows;
+ pop @cells;
+ }
+ }
+ $row++;
+}
+for my $subrow (0..($setuprecur ? 1 : 0)) {
+ push @rows, { class => ($subrow ? 'totalshaded' : 'total') };
+ my @thisrow;
+ if ( $subrow == 0 ) {
+ push @thisrow,
+ { value => mt('Total'),
+ header => 1,
+ colspan => 3,
+ rowspan => ($setuprecur ? 2 : 1), };
+ }
+ if ( $setuprecur ) {
+ push @thisrow,
+ { value => $subrow ? mt('recurring') : mt('setup'),
+ header => 1 };
+ }
+ for my $col (0..($ncols * ($grossdiscount ? 3 : 2))-1) { # month and billed/paid or gross/discount/paid axis
+ my $value = $total[($subrow * $ncols * ($grossdiscount ? 3 : 2)) + $col];
+ push @thisrow, { value => sprintf('%0.2f', $value), format => 'money' };
+ }
+ push @cells, \@thisrow;
+} #subrow
- push @params, [ ('custnum' => $cust_main->custnum),
- ],
- [ ('custnum' => $cust_main->custnum),
- ];
+if ( $cgi->param('debug') >= 3 ) {
+ warn Dumper(\@rows, \@cells);
}
+my $title = 'Customer Accounting Summary';
</%init>
projects / freeside.git / blobdiff