<%init>
-my $htmldoc = include('report_tax.cgi');
-my ($title) = ($htmldoc =~ /<title>\s*(.*)\s*<\/title>/i);
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
-# do this first so we can override the format if it's too many rows
-# attribs option: how to locate the table? It's the only one with class="grid".
-my $te = HTML::TableExtract->new(attribs => {class => 'grid'});
-$te->parse($htmldoc);
-my $table = $te->first_table_found;
+my $DEBUG = $cgi->param('debug') || 0;
-my $override = ($table->row_count >= 65536 ? 'XLSX' : '');
+my $conf = new FS::Conf;
+
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+
+my %params = (
+ beginning => $beginning,
+ ending => $ending,
+);
+$params{debug} = $DEBUG;
+
+my $agentname;
+if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ my $agent = FS::agent->by_key($1) or die "unknown agentnum $1";
+ $params{agentnum} = $1;
+ $agentname = $agent->agentname;
+}
+
+# credit date behavior: limit by the date of the credit application, or
+# the invoice?
+if ( $cgi->param('credit_date') eq 'cust_credit_bill' ) {
+ $params{credit_date} = 'cust_credit_bill';
+} else {
+ $params{credit_date} = 'cust_bill';
+}
+
+my $all = $cgi->param('all');
+my $report_class;
+
+if ( $all ) {
+ $report_class = 'FS::Report::Tax::All';
+} else {
+ $report_class = 'FS::Report::Tax::ByName';
+ $params{country} = $cgi->param('country');
+ $params{breakdown} = { map { $_ => 1 } $cgi->param('breakdown') };
+
+ # allow anything in here; FS::Report::Tax will treat it as unsafe
+ if ( length($cgi->param('taxname')) ) {
+ $params{taxname} = $cgi->param('taxname');
+ } else {
+ die "taxname required";
+ }
+}
+
+if ($DEBUG) {
+ warn "REPORT: $report_class\nPARAMS:\n".Dumper(\%params)."\n\n";
+}
+
+# generate the report
+my $report = $report_class->report(%params);
+my @rows = $report->table; # array of hashrefs
+
+my %pkgclass_name = map { $_->classnum, $_->classname } qsearch('pkg_class');
+$pkgclass_name{''} = 'Unclassified';
+
+my $override = (scalar(@rows) >= 65536 ? 'XLSX' : '');
my $format = $FS::CurrentUser::CurrentUser->spreadsheet_format($override);
my $filename = 'report_tax'.$format->{extension};
# hardcoded formats, this could be handled better
my $light_gray = $workbook->set_custom_color(63, '#eeeeee');
-my %format = (
+my %formatdef = (
title => {
size => 24,
align => 'center',
bg_color => 'silver',
},
+ sectionhead => {
+ size => 11,
+ bold => 1,
+ bg_color => 'silver',
+ },
colhead => {
size => 11,
bold => 1,
valign => 'vcenter',
text_wrap => 1,
},
+ colhead_small => {
+ size => 8,
+ bold => 1,
+ align => 'center',
+ valign => 'vcenter',
+ text_wrap => 1,
+ },
rowhead => {
size => 11,
valign => 'bottom',
text_wrap => 1,
},
- amount => {
+ currency => {
+ size => 11,
+ align => 'right',
+ valign => 'bottom',
+ num_format=> 8, # ($#,##0.00_);[Red]($#,##0.00)
+ },
+ number => {
size => 11,
align => 'right',
valign => 'bottom',
- num_format=> 8,
+ num_format=> 10, # 0.00%
},
- 'size-1' => {
- size => 7.5,
+ bigmath => {
+ size => 12,
align => 'center',
valign => 'vcenter',
bold => 1,
- text_wrap => 1,
},
- 'size+1' => {
- size => 12,
- align => 'center',
+ rowhead_outside => {
+ size => 11,
+ align => 'left',
valign => 'vcenter',
+ bg_color => 'gray',
bold => 1,
+ italic => 1,
},
- text => {
+ currency_outside => {
size => 11,
- text_wrap => 1,
+ align => 'right',
+ valign => 'vcenter',
+ bg_color => 'gray',
+ italic => 1,
+ num_format=> 8, # ($#,##0.00_);[Red]($#,##0.00)
},
+
);
my %default = (
font => 'Calibri',
- bg_color => $light_gray,
border => 1,
);
my @widths = ( #ick
- 18, (10.5, 3) x 6, 10.5, 10.5, 3, 10.5, 3, 10.5, 3, 10.5
+ 30, (13) x 6, 3, 7.5, 3, 11, 11, 3, 11, 3, 11
);
-foreach (keys(%format)) {
- my %f = (%default, %{$format{$_}});
- $format{$_} = $workbook->add_format(%f);
- $format{"m_$_"} = $workbook->add_format(%f); # for merged cells
- $format{"t_$_"} = $workbook->add_format(%f, bg_color => 'yellow'); # totals
+
+my @format = ( {}, {}, {} ); # white row, gray row, yellow (totals) row
+foreach (keys(%formatdef)) {
+ my %f = (%default, %{$formatdef{$_}});
+ $format[0]->{$_} = $workbook->add_format(%f);
+ $format[1]->{$_} = $workbook->add_format(bg_color => $light_gray, %f);
+ $format[2]->{$_} = $workbook->add_format(bg_color => 'yellow',
+ italic => 1,
+ %f);
}
-my $ws = $workbook->add_worksheet('taxreport');
-
-my @sheet;
-$sheet[0][0] = {
- text => $title,
- format => 'title',
- colspan => '18',
-};
+my $ws = $workbook->add_worksheet('Sales and Tax');
+
+# main title
+$ws->merge_range(0, 0, 0, 14, $report->title, $format[0]->{title});
+$ws->set_row(0, 30);
# excel position
my $x = 0;
-my $y = 3;
-foreach my $row ($table->rows()) {
+my $y = 2;
+
+my $colhead = $format[0]->{colhead};
+# print header
+$ws->merge_range($y, 1, $y, 6, 'Sales', $colhead);
+$ws->merge_range($y, 7, $y+1, 9, 'Rate', $colhead);
+$ws->merge_range($y, 10, $y, 16, 'Tax', $colhead);
+
+$y++;
+$colhead = $format[0]->{colhead_small};
+$ws->write($y, 1, [ 'Total',
+ 'Exempt customer',
+ 'Exempt package',
+ 'Monthly exemption',
+ 'Credited',
+ 'Taxable' ], $colhead);
+$ws->write($y, 10, 'Estimated', $colhead);
+$ws->write($y, 11, 'Invoiced', $colhead);
+$ws->write($y, 13, 'Credited', $colhead);
+$ws->write($y, 15, 'Net due', $colhead);
+$ws->write($y, 16, 'Collected',$colhead);
+$y++;
+
+# print data
+my $rownum = 1;
+my $prev_row = { pkgclass => 'DUMMY PKGCLASS' };
+
+foreach my $row (@rows) {
$x = 0;
- $sheet[$y] = [];
- foreach my $cell (@$row) {
- if ($cell and ref($cell) eq 'HTML::ElementTable::DataElement') {
- my $f = 'text';
- if ( $cell->as_HTML =~ /font/i ) {
- my ($el) = $cell->content_list;
- $f = 'size'.$el->attr('size') if $el->attr('size');
- }
- elsif ( $cell->as_text =~ /^\$/ ) {
- $f = 'amount'
- }
- elsif ( $cell->tag eq 'th' ) {
- $f = 'colhead';
- }
- elsif ( $x == 0 ) {
- $f = 'rowhead';
- }
- $sheet[$y][$x] = {
- text => $cell->as_text,
- format => $f,
- rowspan => $cell->attr('rowspan'),
- colspan => $cell->attr('colspan'),
- };
+ if ( $row->{pkgclass} ne $prev_row->{pkgclass} ) {
+ $rownum = 1;
+ if ( $params{breakdown}->{pkgclass} ) {
+ $ws->merge_range($y, 0, $y, 15,
+ $pkgclass_name{$row->{pkgclass}},
+ $format[0]->{sectionhead}
+ );
+ $y++;
}
+ }
+ # pick a format set
+ my $f = $format[$rownum % 2];
+ if ( $row->{total} ) {
+ $f = $format[2];
+ }
+ $ws->write($y, $x, $row->{label}, $f->{rowhead});
+ $x++;
+ foreach (qw(sales exempt_cust exempt_pkg exempt_monthly sales_credited taxable)) {
+ $ws->write($y, $x, $row->{$_} || 0, $f->{currency});
$x++;
- } #for $cell
+ }
+ $ws->write_string($y, $x, " \N{U+00D7} ", $f->{bigmath}); # MULTIPLICATION SIGN
+ $x++;
+ my $rate = $row->{rate};
+ $rate = $rate / 100 if $rate =~ /^[\d\.]+$/;
+ $ws->write($y, $x, $rate, $f->{number});
+ $x++;
+ $ws->write_string($y, $x, " = ", $f->{bigmath});
+ $x++;
+ my $estimated = $row->{estimated} || 0;
+ $estimated = '' if $rate eq 'variable';
+ $ws->write($y, $x, $estimated, $f->{currency});
+ $x++;
+ $ws->write($y, $x, $row->{tax} || 0, $f->{currency});
+ $x++;
+ $ws->write_string($y, $x, " \N{U+2212} ", $f->{bigmath}); # MINUS SIGN
+ $x++;
+ $ws->write($y, $x, $row->{tax_credited} || 0, $f->{currency});
+ $x++;
+ $ws->write_string($y, $x, " = ", $f->{bigmath});
+ $x++;
+ $ws->write($y, $x, $row->{tax} - $row->{tax_credited}, $f->{currency});
+ $x++;
+ $ws->write($y, $x, $row->{tax_paid} || 0, $f->{currency});
+
+ $rownum++;
$y++;
+ $prev_row = $row;
+}
+
+# at the end of everything
+if ( $report->{out_sales} > 0 ) {
+ my $f = $format[0];
+ $ws->set_row($y, 30); # height
+ $ws->write($y, 0, mt('Out of taxable region'), $f->{rowhead_outside});
+ $ws->write($y, 1, $report->{out_sales}, $f->{currency_outside});
+ $y++;
+}
+
+# ewwwww...
+for my $x (0..scalar(@widths)-1) {
+ $ws->set_column($x, $x, $widths[$x]);
}
-$y = 0;
-foreach my $row (@sheet) {
+# do the same for the credit worksheet
+$ws = $workbook->add_worksheet('Credits');
+
+my $title = $report->title;
+$title =~ s/Tax Report/Credits/;
+# main title
+$ws->merge_range(0, 0, 0, 14, $title, $format[0]->{title});
+$ws->set_row(0, 30); # height
+# excel position
+$x = 0;
+$y = 2;
+
+$colhead = $format[0]->{colhead};
+# print header
+$ws->merge_range($y, 1, $y+1, 1, 'Total', $colhead);
+$ws->merge_range($y, 2, $y, 4, 'Applied to', $colhead);
+
+$y++;
+$colhead = $format[0]->{colhead_small};
+$ws->write($y, 2, [ 'Taxable sales',
+ 'Tax-exempt sales',
+ 'Taxes'
+ ], $colhead);
+$y++;
+
+# print data
+$rownum = 1;
+$prev_row = { pkgclass => 'DUMMY PKGCLASS' };
+
+foreach my $row (@rows) {
$x = 0;
- my $t_row = 1 if($row->[0]->{'text'} eq 'Total');
- foreach my $cell (@$row) {
- if ($cell) {
- my $f = $cell->{format};
- if ($cell->{rowspan} > 1 or $cell->{colspan} > 1) {
- my $range = xl_range_formula(
- 'Taxreport',
- $y,
- $y - 1 + ($cell->{rowspan} || 1),
- $x,
- $x - 1 + ($cell->{colspan} || 1)
- );
- $ws->merge_range($range, $cell->{text}, $format{"m_$f"});
- }
- else {
- $f = "t_$f" if $t_row;
- $ws->write($y, $x, $cell->{text}, $format{$f});
- }
- } #if $cell
+ if ( $row->{pkgclass} ne $prev_row->{pkgclass} ) {
+ $rownum = 1;
+ if ( $params{breakdown}->{pkgclass} ) {
+ $ws->merge_range($y, 0, $y, 4,
+ $pkgclass_name{$row->{pkgclass}},
+ $format[0]->{sectionhead}
+ );
+ $y++;
+ }
+ }
+ # pick a format set
+ my $f = $format[$rownum % 2];
+ if ( $row->{total} ) {
+ $f = $format[2];
+ }
+ $ws->write($y, $x, $row->{label}, $f->{rowhead});
+ $x++;
+ foreach (qw(credits sales_credited exempt_credited tax_credited)) {
+ $ws->write($y, $x, $row->{$_} || 0, $f->{currency});
$x++;
}
+
+ $rownum++;
$y++;
+ $prev_row = $row;
}
-for my $x (0..scalar(@widths)-1) {
+if ( $report->{out_credit} > 0 ) {
+ my $f = $format[0];
+ $ws->set_row($y, 30); # height
+ $ws->write($y, 0, mt('Out of taxable region'), $f->{rowhead_outside});
+ $ws->write($y, 1, $report->{out_credit}, $f->{currency_outside});
+ $y++;
+}
+
+
+for my $x (0..4) {
$ws->set_column($x, $x, $widths[$x]);
}
+
$workbook->close;
http_header('Content-Length' => length($data));
projects / freeside.git / blobdiff