-<!-- mason kludge -->
<%
-my $user = getotaker;
+my $conf = new FS::Conf;
+my $money_char = $conf->config('money_char') || '$';
-$cgi->param('beginning') =~ /^([ 0-9\-\/]{0,10})$/;
-my $pbeginning = $1;
-my $beginning = $1 ? str2time($1) : 0;
+my $user = getotaker;
-$cgi->param('ending') =~ /^([ 0-9\-\/]{0,10})$/;
-my $pending = $1;
-my $ending = ( $1 ? str2time($1) : 4294880896 ) + 86399;
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
-my $from_join_cust = "
- FROM cust_bill_pkg
+my $join_cust = "
JOIN cust_bill USING ( invnum )
- JOIN cust_main USING ( custnum )
+ LEFT JOIN cust_main USING ( custnum )
";
+my $from_join_cust = "
+ FROM cust_bill_pkg
+ $join_cust
+";
my $join_pkg = "
- JOIN cust_pkg USING ( pkgnum )
- JOIN part_pkg USING ( pkgpart )
+ LEFT JOIN cust_pkg USING ( pkgnum )
+ LEFT JOIN part_pkg USING ( pkgpart )
";
my $where = "
WHERE _date >= $beginning AND _date <= $ending
AND ( county = ? OR ? = '' )
AND ( state = ? OR ? = '' )
- AND ( country = ? )
- AND payby != 'COMP'
+ AND country = ?
";
+# AND payby != 'COMP'
my @base_param = qw( county county state state country );
+my $agentname = '';
+if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
+ my $agent = qsearchs('agent', { 'agentnum' => $1 } );
+ die "agent not found" unless $agent;
+ $agentname = $agent->agent;
+ $where .= ' AND agentnum = '. $agent->agentnum;
+}
+
my $gotcust = "
WHERE 0 < ( SELECT COUNT(*) FROM cust_main
WHERE ( cust_main.county = cust_main_county.county
)
";
-my $monthly_exempt_warning = 0;
-my($total, $exempt, $taxable, $owed, $tax) = ( 0, 0, 0, 0, 0 );
+my($total, $tot_taxable, $owed, $tax) = ( 0, 0, 0, 0, 0 );
+my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 0 );
my $out = 'Out of taxable region(s)';
-my %regions;
+my %regions = ();
foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) {
#warn $r->county. ' '. $r->state. ' '. $r->country. "\n";
my $label = getlabel($r);
$regions{$label}->{'label'} = $label;
+ $regions{$label}->{'url_param'} = join(';', map "$_=".$r->$_(), qw( county state country ) );
- my $fromwhere = $from_join_cust. $join_pkg. $where;
- my @param = @base_param;
+ my @param = @base_param;
+ my $mywhere = $where;
if ( $r->taxclass ) {
- $fromwhere .= " AND ( taxclass = ? ) ";
+ $mywhere .= " AND taxclass = ? ";
push @param, 'taxclass';
+ $regions{$label}->{'url_param'} .= ';taxclass='. $r->taxclass
+ if $cgi->param('show_taxclasses');
}
+ my $fromwhere = $from_join_cust. $join_pkg. $mywhere. " AND payby != 'COMP' ";
+
+# my $label = getlabel($r);
+# $regions{$label}->{'label'} = $label;
+
my $nottax = 'pkgnum != 0';
- my $a = scalar_sql($r, \@param,
+ ## calculate total for this region
+
+ my $t = scalar_sql($r, \@param,
"SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax"
);
- $total += $a;
- $regions{$label}->{'total'} += $a;
-
- foreach my $e ( grep { $r->get($_.'tax') =~ /^Y/i }
- qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) {
- my $x = scalar_sql($r, \@param,
- "SELECT SUM($e) $fromwhere AND $nottax"
- );
- $exempt += $x;
- $regions{$label}->{'exempt'} += $x;
- }
-
- my($t, $x) = (0, 0);
- foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i }
- qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) {
- $t += scalar_sql($r, \@param,
- "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )"
- );
+ $total += $t;
+ $regions{$label}->{'total'} += $t;
+
+ ## calculate customer-exemption for this region
+
+## my $taxable = $t;
+
+# my($taxable, $x_cust) = (0, 0);
+# foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i }
+# qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) {
+# $taxable += scalar_sql($r, \@param,
+# "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )"
+# );
+#
+# $x_cust += scalar_sql($r, \@param,
+# "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'"
+# );
+# }
+
+ my $x_cust = scalar_sql($r, \@param,
+ "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur)
+ $fromwhere AND $nottax AND tax = 'Y' "
+ );
- $x += scalar_sql($r, \@param,
- "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'"
- );
- }
+ $exempt_cust += $x_cust;
+ $regions{$label}->{'exempt_cust'} += $x_cust;
+
+ ## calculate package-exemption for this region
+
+ my $x_pkg = scalar_sql($r, \@param,
+ "SELECT SUM(
+ ( CASE WHEN part_pkg.setuptax = 'Y'
+ THEN cust_bill_pkg.setup
+ ELSE 0
+ END
+ )
+ +
+ ( CASE WHEN part_pkg.recurtax = 'Y'
+ THEN cust_bill_pkg.recur
+ ELSE 0
+ END
+ )
+ )
+ $fromwhere
+ AND $nottax
+ AND (
+ ( part_pkg.setuptax = 'Y' AND cust_bill_pkg.setup > 0 )
+ OR ( part_pkg.recurtax = 'Y' AND cust_bill_pkg.recur > 0 )
+ )
+ AND ( tax != 'Y' OR tax IS NULL )
+ "
+ );
+ $exempt_pkg += $x_pkg;
+ $regions{$label}->{'exempt_pkg'} += $x_pkg;
- my($sday,$smon,$syear) = (localtime($beginning) )[ 3, 4, 5 ];
- $monthly_exempt_warning=1 if $sday != 1 && $beginning;
- $smon++; $syear+=1900;
+ ## calculate monthly exemption (texas tax) for this region
- my $eending = ( $ending == 4294967295 ) ? time : $ending;
- my($eday,$emon,$eyear) = (localtime($eending) )[ 3, 4, 5 ];
- $emon++; $eyear+=1900;
+ # count up all the cust_tax_exempt_pkg records associated with
+ # the actual line items.
- my $monthly_exemption = scalar_sql($r, [ 'taxnum' ],
- "SELECT SUM(amount) FROM cust_tax_exempt where taxnum = ? ".
- " AND ( year > $syear OR ( year = $syear and month >= $smon ) )".
- " AND ( year < $eyear OR ( year = $eyear and month <= $emon ) )"
+ my $x_monthly = scalar_sql($r, \@param,
+ "SELECT SUM(amount)
+ FROM cust_tax_exempt_pkg
+ JOIN cust_bill_pkg USING ( billpkgnum )
+ $join_cust $join_pkg
+ $mywhere"
);
- #warn $r->taxnum(). ": $monthly_exemption\n";
- if ( $monthly_exemption ) {
- $t -= $monthly_exemption;
- $x += $monthly_exemption;
- }
+# if ( $x_monthly ) {
+# #warn $r->taxnum(). ": $x_monthly\n";
+# $taxable -= $x_monthly;
+# }
- $taxable += $t;
- $regions{$label}->{'taxable'} += $t;
+ $exempt_monthly += $x_monthly;
+ $regions{$label}->{'exempt_monthly'} += $x_monthly;
- $exempt += $x;
- $regions{$label}->{'exempt'} += $x;
+ my $taxable = $t - $x_cust - $x_pkg - $x_monthly;
- $owed += $t * ($r->tax/100);
- $regions{$label}->{'owed'} += $t * ($r->tax/100);
+ $tot_taxable += $taxable;
+ $regions{$label}->{'taxable'} += $taxable;
+
+ $owed += $taxable * ($r->tax/100);
+ $regions{$label}->{'owed'} += $taxable * ($r->tax/100);
if ( defined($regions{$label}->{'rate'})
&& $regions{$label}->{'rate'} != $r->tax.'%' ) {
}
-my $taxwhere = "$from_join_cust $where";
+my $taxwhere = "$from_join_cust $where AND payby != 'COMP' ";
my @taxparam = @base_param;
-
+my %base_regions = ();
#foreach my $label ( keys %regions ) {
foreach my $r (
qsearch( 'cust_main_county',
my $label = getlabel($r);
- my $fromwhere = $join_pkg. $where;
+ my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' ";
my @param = @base_param;
#match itemdesc if necessary!
$tax += $x;
$regions{$label}->{'tax'} += $x;
+ if ( $cgi->param('show_taxclasses') ) {
+ my $base_label = getlabel($r, 'no_taxclass'=>1 );
+ $base_regions{$base_label}->{'label'} = $base_label;
+ $base_regions{$base_label}->{'url_param'} =
+ join(';', map "$_=".$r->$_(), qw( county state country ) );
+ $base_regions{$base_label}->{'tax'} += $x;
+ }
+
}
#ordering
-my @regions = map $regions{$_},
- sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
- keys %regions;
+my @regions =
+ map $regions{$_},
+ sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
+ keys %regions;
+
+my @base_regions =
+ map $base_regions{$_},
+ sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
+ keys %base_regions;
push @regions, {
- 'label' => 'Total',
- 'total' => $total,
- 'exempt' => $exempt,
- 'taxable' => $taxable,
- 'rate' => '',
- 'owed' => $owed,
- 'tax' => $tax,
+ 'label' => 'Total',
+ 'url_param' => '',
+ 'total' => $total,
+ 'exempt_cust' => $exempt_cust,
+ 'exempt_pkg' => $exempt_pkg,
+ 'exempt_monthly' => $exempt_monthly,
+ 'taxable' => $tot_taxable,
+ 'rate' => '',
+ 'owed' => $owed,
+ 'tax' => $tax,
};
#--
sub getlabel {
my $r = shift;
+ my %opt = @_;
my $label;
- if ( $r->tax == 0 ) {
+ if (
+ $r->tax == 0
+ && ! scalar( qsearch('cust_main_county', { 'state' => $r->state,
+ 'county' => $r->county,
+ 'country' => $r->country,
+ 'tax' => { op=>'>', value=>0 },
+ }
+ )
+ )
+
+ ) {
#kludge to avoid "will not stay shared" warning
my $out = 'Out of taxable region(s)';
$label = $out;
$label = $r->country;
$label = $r->state.", $label" if $r->state;
$label = $r->county." county, $label" if $r->county;
+ $label = "$label (". $r->taxclass. ")"
+ if $r->taxclass
+ && $cgi->param('show_taxclasses')
+ && ! $opt{'no_taxclass'};
#$label = $r->taxname. " ($label)" if $r->taxname;
}
return $label;
%>
-<%= header( "Sales Tax Report - $pbeginning through ".($pending||'now'),
- menubar( 'Main Menu'=>$p, ) ) %>
-<%= table() %>
+<%
+my $dateagentlink = "begin=$beginning;end=$ending";
+$dateagentlink .= ';agentnum='. $cgi->param('agentnum')
+ if length($agentname);
+my $baselink = $p. "search/cust_bill_pkg.cgi?$dateagentlink";
+my $exemptlink = $p. "search/cust_tax_exempt_pkg.cgi?$dateagentlink";
+%>
+
+<%= include("/elements/header.html", "$agentname Sales Tax Report - ".
+ ( $beginning
+ ? time2str('%h %o %Y ', $beginning )
+ : ''
+ ).
+ 'through '.
+ ( $ending == 4294967295
+ ? 'now'
+ : time2str('%h %o %Y', $ending )
+ ),
+ menubar( 'Main Menu'=>$p, )
+ )
+%>
+
+<%= include('/elements/table-grid.html') %>
+
<TR>
- <TH ROWSPAN=2></TH>
- <TH COLSPAN=3>Sales</TH>
- <TH ROWSPAN=2>Rate</TH>
- <TH ROWSPAN=2>Tax owed</TH>
- <TH ROWSPAN=2>Tax invoiced</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" COLSPAN=9>Sales</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Rate</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax owed</TH>
+ <% unless ( $cgi->param('show_taxclasses') ) { %>
+ <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Tax invoiced</TH>
+ <% } %>
</TR>
<TR>
- <TH>Total</TH>
- <TH>Non-taxable</TH>
- <TH>Taxable</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Total</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt customer)</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt package)</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(monthly exemption)</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Taxable</TH>
</TR>
- <% foreach my $region ( @regions ) { %>
+
+<% my $bgcolor1 = '#eeeeee';
+ my $bgcolor2 = '#ffffff';
+ my $bgcolor;
+%>
+
+ <% foreach my $region ( @regions ) {
+
+ if ( $bgcolor eq $bgcolor1 ) {
+ $bgcolor = $bgcolor2;
+ } else {
+ $bgcolor = $bgcolor1;
+ }
+
+ my $link = '';
+ if ( $region->{'label'} ne 'Total' ) {
+ if ( $region->{'label'} eq $out ) {
+ $link = ';out=1';
+ } else {
+ $link = ';'. $region->{'url_param'};
+ }
+ }
+
+
+
+
+ %>
+
<TR>
- <TD><%= $region->{'label'} %></TD>
- <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'total'} ) %></TD>
- <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'exempt'} ) %></TD>
- <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'taxable'} ) %></TD>
- <TD ALIGN="right"><%= $region->{'rate'} %></TD>
- <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'owed'} ) %></TD>
- <TD ALIGN="right">$<%= sprintf('%.2f', $region->{'tax'} ) %></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><%= $region->{'label'} %></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <A HREF="<%= $baselink. $link %>;nottax=1"><%= $money_char %><%= sprintf('%.2f', $region->{'total'} ) %></A>
+ </TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <A HREF="<%= $baselink. $link %>;nottax=1;cust_tax=Y"><%= $money_char %><%= sprintf('%.2f', $region->{'exempt_cust'} ) %></A>
+ </TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <A HREF="<%= $baselink. $link %>;nottax=1;pkg_tax=Y"><%= $money_char %><%= sprintf('%.2f', $region->{'exempt_pkg'} ) %></A>
+ </TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <A HREF="<%= $exemptlink. $link %>"><%= $money_char %><%= sprintf('%.2f', $region->{'exempt_monthly'} ) %></A>
+ </TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><FONT SIZE="+1"><B> = </B></FONT></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <%= $money_char %><%= sprintf('%.2f', $region->{'taxable'} ) %></A>
+ </TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><%= $region->{'label'} eq 'Total' ? '' : '<FONT FACE="sans-serif" SIZE="+1"><B> X </B></FONT>' %></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"><%= $region->{'rate'} %></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><%= $region->{'label'} eq 'Total' ? '' : '<FONT FACE="sans-serif" SIZE="+1"><B> = </B></FONT>' %></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <%= $money_char %><%= sprintf('%.2f', $region->{'owed'} ) %>
+ </TD>
+ <% unless ( $cgi->param('show_taxclasses') ) { %>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <A HREF="<%= $baselink. $link %>;istax=1"><%= $money_char %><%= sprintf('%.2f', $region->{'tax'} ) %></A>
+ </TD>
+ <% } %>
</TR>
+
<% } %>
</TABLE>
-<% if ( $monthly_exempt_warning ) { %>
+
+<% if ( $cgi->param('show_taxclasses') ) { %>
+
<BR>
- Partial-month tax reports (except for current month) may not be correct due
- to month-granularity tax exemption (usually "texas tax"). For an accurate
- report, start on the first of a month and end on the last day of a month (or
- leave blank for to now).
+ <%= include('/elements/table-grid.html') %>
+ <TR>
+ <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Tax invoiced</TH>
+ </TR>
+
+ <% #some false laziness w/above
+ $bgcolor1 = '#eeeeee';
+ $bgcolor2 = '#ffffff';
+ foreach my $region ( @base_regions ) {
+
+ if ( $bgcolor eq $bgcolor1 ) {
+ $bgcolor = $bgcolor2;
+ } else {
+ $bgcolor = $bgcolor1;
+ }
+
+ my $link = '';
+ #if ( $region->{'label'} ne 'Total' ) {
+ if ( $region->{'label'} eq $out ) {
+ $link = ';out=1';
+ } else {
+ $link = ';'. $region->{'url_param'};
+ }
+ #}
+ %>
+
+ <TR>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>"><%= $region->{'label'} %></TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <A HREF="<%= $baselink. $link %>;istax=1"><%= $money_char %><%= sprintf('%.2f', $region->{'tax'} ) %></A>
+ </TD>
+ </TR>
+
+ <% } %>
+
+ <%
+ if ( $bgcolor eq $bgcolor1 ) {
+ $bgcolor = $bgcolor2;
+ } else {
+ $bgcolor = $bgcolor1;
+ }
+ %>
+
+ <TR>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>">Total</TD>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
+ <A HREF="<%= $baselink %>;istax=1"><%= $money_char %><%= sprintf('%.2f', $tax ) %></A>
+ </TD>
+ </TR>
+
+ </TABLE>
+
<% } %>
</BODY>
projects / freeside.git / blobdiff