-<% include("/elements/header.html", "$agentname Tax Report - ".
- ( $beginning
- ? time2str('%h %o %Y ', $beginning )
- : ''
- ).
- 'through '.
- ( $ending == 4294967295
- ? 'now'
- : time2str('%h %o %Y', $ending )
- )
- )
-%>
+<& /elements/header.html, "$agentname Tax Report: ".
+ ( $beginning
+ ? time2str('%h %o %Y ', $beginning )
+ : ''
+ ).
+ 'through '.
+ ( $ending == 4294967295
+ ? 'now'
+ : time2str('%h %o %Y', $ending )
+ ). ' - ' . $taxname
+&>
<TD ALIGN="right">
Download full results<BR>
as <A HREF="<% $p.'search/report_tax-xls.cgi?'.$cgi->query_string%>">Excel spreadsheet</A>
</TD>
-<% include('/elements/table-grid.html') %>
-
+<STYLE type="text/css">
+TD.sectionhead {
+ background-color: #777777;
+ color: #ffffff;
+ font-weight: bold;
+ text-align: left;
+}
+.grid TH { background-color: #cccccc; padding: 0px 3px 2px }
+.row0 TD { background-color: #eeeeee; padding: 0px 3px 2px; text-align: right}
+.row1 TD { background-color: #ffffff; padding: 0px 3px 2px; text-align: right}
+TD.rowhead { font-weight: bold; text-align: left }
+.bigmath { font-size: large; font-weight: bold; font: sans-serif; text-align: center }
+</STYLE>
+<& /elements/table-grid.html &>
<TR>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" COLSPAN=9>Sales</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Rate</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Tax owed</TH>
-% unless ( $cgi->param('show_taxclasses') ) {
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Tax invoiced</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Tax credited</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=3>Tax collected</TH>
-% }
+ <TH ROWSPAN=3></TH>
+ <TH COLSPAN=5>Sales</TH>
+ <TH ROWSPAN=3></TH>
+ <TH ROWSPAN=3>Rate</TH>
+ <TH ROWSPAN=3></TH>
+ <TH ROWSPAN=3>Estimated tax</TH>
+ <TH ROWSPAN=3>Tax invoiced</TH>
+ <TH ROWSPAN=3></TH>
+ <TH ROWSPAN=3>Tax credited</TH>
+ <TH ROWSPAN=3></TH>
+ <TH ROWSPAN=3>Net tax due</TH>
</TR>
<TR>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Total</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=1>Non-taxable</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=1>Non-taxable</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=1>Non-taxable</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc" ROWSPAN=2>Taxable</TH>
+ <TH ROWSPAN=2>Total</TH>
+ <TH ROWSPAN=1>Non-taxable</TH>
+ <TH ROWSPAN=1>Non-taxable</TH>
+ <TH ROWSPAN=1>Non-taxable</TH>
+ <TH ROWSPAN=2>Taxable</TH>
</TR>
- <TR>
- <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>(tax-exempt customer)</FONT></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>(tax-exempt package)</FONT></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>(monthly exemption)</FONT></TH>
+ <TR STYLE="font-size:small">
+ <TH>(tax-exempt customer)</TH>
+ <TH>(tax-exempt package)</TH>
+ <TH>(monthly exemption)</TH>
</TR>
-% my $bgcolor1 = '#eeeeee';
-% my $bgcolor2 = '#ffffff';
-% my $bgcolor;
-%
-% foreach my $region ( @regions ) {
-%
-% my $link = '';
-% if ( $region->{'label'} eq $out ) {
-% $link = ';out=1';
-% } elsif ( $region->{'taxnums'} ) {
-% # might be nicer to specify this as country:state:city
-% $link = ';'.join(';', map { "taxnum=$_" } @{ $region->{'taxnums'} });
-% }
-%
-% if ( $bgcolor eq $bgcolor1 ) {
-% $bgcolor = $bgcolor2;
-% } else {
-% $bgcolor = $bgcolor1;
-% }
+% my $row = 0;
+% my $classlink = '';
+% my $descend;
+% $descend = sub {
+% my ($data, $label) = @_;
+% if ( ref $data eq 'ARRAY' ) {
+% # then we've reached the bottom
+% my (%taxnums, %values);
+% foreach (@$data) {
+% $taxnums{ $_->[0] } = $_->[1];
+% $values{ $_->[0] } = $_->[2];
+% }
+% # finally, output
+ <TR CLASS="row<% $row %>">
+% # Row label
+ <TD CLASS="rowhead"><% $label |h %></TD>
+% # Total Sales
+% my $sales = $money_sprintf->(
+% $values{taxable} +
+% $values{exempt_cust} +
+% $values{exempt_pkg} +
+% $values{exempt_monthly}
+% );
+% my %sales_taxnums;
+% foreach my $x (qw(taxable exempt_cust exempt_pkg exempt_monthly)) {
+% foreach (split(',', $taxnums{$x})) {
+% $sales_taxnums{$_} = 1;
+% }
+% }
+% my $sales_taxnums = join(',', keys %sales_taxnums);
+ <TD>
+ <A HREF="<% "$saleslink;$classlink;taxnum=$sales_taxnums" %>">
+ <% $sales %>
+ </A>
+ </TD>
+% # exemptions
+% foreach(qw(cust pkg)) {
+ <TD>
+ <A HREF="<% "$saleslink;$classlink;exempt_$_=Y;taxnum=".$taxnums{"exempt_$_"} %>">
+ <% $money_sprintf->($values{"exempt_$_"}) %>
+ </A>
+ </TD>
+% }
+ <TD>
+ <A HREF="<% "$exemptlink;$classlink;taxnum=".$taxnums{"exempt_monthly"} %>">
+ <% $money_sprintf->($values{"exempt_monthly"}) %>
+ </A>
+ </TD>
+% # taxable
+ <TD>
+ <A HREF="<% "$saleslink;$classlink;taxable=1;taxnum=$taxnums{taxable}" %>">
+ <% $money_sprintf->($values{taxable}) %>
+ </A>
+ </TD>
+% # tax rate
+% my $rate;
+% foreach(split(',', $taxnums{tax})) {
+% $rate ||= $taxrates{$_};
+% if ($rate != $taxrates{$_}) {
+% $rate = 'variable';
+% last;
+% }
+% }
+% $rate = sprintf('%.2f', $rate) . '%' if ($rate and $rate ne 'variable');
+ <TD CLASS="bigmath"> × </TD>
+ <TD><% $rate %></TD>
+% # estimated tax
+ <TD CLASS="bigmath"> = </TD>
+ <TD><% $rate eq 'variable'
+ ? ''
+ : $money_sprintf->( $values{taxable} * $rate / 100 ) %>
+ </TD>
+% # invoiced tax
+ <TD>
+ <A HREF="<% "$taxlink;$classlink;taxnum=$taxnums{taxable}" %>">
+ <% $money_sprintf->( $values{tax} ) %>
+ </A>
+ </TD>
+% # credited tax
+ <TD CLASS="bigmath"> − </TD>
+ <TD>
+ <A HREF="<% "$creditlink;$classlink;taxnum=$taxnums{credited}" %>">
+ <% $money_sprintf->( $values{credited} ) %>
+ </A>
+ </TD>
+% # net tax due
+ <TD CLASS="bigmath"> = </TD>
+ <TD><% $money_sprintf->( $values{tax} - $values{credited} ) %></TD>
+ </TR>
+
+% $row = $row ? 0 : 1;
%
-% my $hicolor = $bgcolor;
-% unless ( $cgi->param('show_taxclasses') ) {
-% my $diff = abs( sprintf( '%.2f', $region->{'owed'} )
-% - sprintf( '%.2f', $region->{'tax'} )
-% );
-% if ( $diff > 0.02 ) {
-% $hicolor = $hicolor eq '#eeeeee' ? '#eeee99' : '#ffffcc';
+% } else { # we're not at the lowest classification
+% my @keys = sort { $a <=> $b or $a cmp $b } keys(%$data);
+% foreach my $key (@keys) {
+% my $sublabel = join(', ', grep $_, $label, $key);
+% &{ $descend }($data->{$key}, $sublabel);
% }
% }
-%
-%
-% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
-% my $tdh = qq(TD CLASS="grid" BGCOLOR="$hicolor");
-% my $bigmath = '<FONT FACE="sans-serif" SIZE="+1"><B>';
-% my $bme = '</B></FONT>';
-
- <TR>
- <<%$td%>><% $region->{'label'} %></TD>
- <<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $link %>;nottax=1"
- ><% &$money_sprintf( $region->{'sales'} ) %></A>
- </TD>
-% if ( $region->{'label'} eq $out ) {
- <<%$td%> COLSPAN=12></TD>
-% } else { #not $out
- <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
- <<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $link %>;nottax=1;exempt_cust=Y"
- ><% &$money_sprintf( $region->{'exempt_cust'} ) %></A>
- </TD>
- <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
- <<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $link %>;nottax=1;exempt_pkg=Y"
- ><% &$money_sprintf( $region->{'exempt_pkg'} ) %></A>
- </TD>
- <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
- <<%$td%> ALIGN="right">
- <A HREF="<% $exemptlink. $link %>"
- ><% &$money_sprintf( $region->{'exempt_monthly'} ) %></A>
- </TD>
- <<%$td%>><FONT SIZE="+1"><B> = </B></FONT></TD>
- <<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $link %>;nottax=1;taxable=1"
- ><% &$money_sprintf( $region->{'taxable'} ) %></A>
- </TD>
- <<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath X $bme" %></TD>
- <<%$td%> ALIGN="right"><% $region->{'rate'} %></TD>
- <<%$td%>><% $region->{'label'} eq 'Total' ? '' : "$bigmath = $bme" %></TD>
- <<%$tdh%> ALIGN="right">
- <% &$money_sprintf( $region->{'owed'} ) %>
- </TD>
-% } # if !$out
-% unless ( $cgi->param('show_taxclasses') ) {
-% my $invlink = $region->{'url_param_inv'}
-% ? ';'. $region->{'url_param_inv'}
-% : $link;
-
-% if ( $region->{'label'} eq $out ) {
- <<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $invlink %>;istax=1"
- ><% &$money_sprintf_nonzero( $region->{'tax'} ) %></A>
- </TD>
- <<%$td%>></TD>
- <<%$td%> ALIGN="right">
- <A HREF="<% $creditlink. $invlink %>;istax=1"
- ><% &$money_sprintf_nonzero( $region->{'credit'} ) %></A>
- </TD>
- <<%$td%> COLSPAN=2></TD>
-% } else { #not $out
- <<%$tdh%> ALIGN="right">
- <A HREF="<% $baselink. $invlink %>;istax=1"
- ><% &$money_sprintf( $region->{'tax'} ) %></A>
- </TD>
- <<%$tdh%>><FONT SIZE="+1"><B> - </B></FONT></TD>
- <<%$tdh%> ALIGN="right">
- <A HREF="<% $creditlink. $invlink %>;istax=1"
- ><% &$money_sprintf( $region->{'credit'} ) %></A>
- </TD>
- <<%$tdh%>><FONT SIZE="+1"><B> = </B></FONT></TD>
- <<%$tdh%> ALIGN="right">
- <% &$money_sprintf( $region->{'tax'} - $region->{'credit'} ) %>
- </TD>
+% };
+
+% my @pkgclasses = sort { $a <=> $b } keys %data;
+% foreach my $pkgclass (@pkgclasses) {
+% my $class = FS::pkg_class->by_key($pkgclass) ||
+% FS::pkg_class->new({ classname => 'Unclassified' });
+ <TBODY>
+% if ( $breakdown{pkgclass} ) {
+ <TR>
+ <TD COLSPAN=19 CLASS="sectionhead"><% $class->classname %></TD>
+ </TR>
% }
-% } # not $out
-
- </TR>
-% }
-
+% $row = 0;
+% $classlink = "classnum=".($pkgclass || 0) if $breakdown{pkgclass};
+% &{ $descend }( $data{$pkgclass}, '' );
+% # and now totals
+ </TBODY>
+ <TBODY CLASS="total">
+% &{ $descend }( $total{$pkgclass}, 'Total' );
+ </TBODY>
+% } # foreach $pkgclass
</TABLE>
-% if ( $cgi->param('show_taxclasses') ) {
-
- <BR>
- <% include('/elements/table-grid.html') %>
- <TR>
- <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Tax invoiced</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Tax credited</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Tax collected</TH>
- </TR>
-
-% #some false laziness w/above
-% $bgcolor1 = '#eeeeee';
-% $bgcolor2 = '#ffffff';
-%
-% foreach my $region ( @base_regions ) {
-%
-% my $link = '';
-% if ( $region->{'label'} eq $out ) {
-% $link = ';out=1';
-% } else {
-% $link = ';'. $region->{'url_param'}
-% if $region->{'url_param'};
-% }
-%
-% if ( $bgcolor eq $bgcolor1 ) {
-% $bgcolor = $bgcolor2;
-% } else {
-% $bgcolor = $bgcolor1;
-% }
-% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
-% my $tdh = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
-%
-% #?
-% my $invlink = $region->{'url_param_inv'}
-% ? ';'. $region->{'url_param_inv'}
-% : $link;
-
- <TR>
- <<%$td%>><% $region->{'label'} %></TD>
-% if ( $region->{'label'} eq $out ) {
- <<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $invlink %>;istax=1"
- ><% &$money_sprintf_nonzero( $region->{'tax'} ) %></A>
- </TD>
- <<%$td%>></TD>
- <<%$td%> ALIGN="right">
- <A HREF="<% $creditlink. $invlink %>;istax=1"
- ><% &$money_sprintf_nonzero( $region->{'credit'} ) %></A>
- </TD>
- <<%$td%> COLSPAN=2></TD>
-% } else { #not $out
- <<%$td%> ALIGN="right">
- <A HREF="<% $baselink. $link %>;istax=1"
- ><% &$money_sprintf( $region->{'tax'} ) %></A>
- </TD>
- <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
- <<%$tdh%> ALIGN="right">
- <A HREF="<% $creditlink. $invlink %>;istax=1"
- ><% &$money_sprintf( $region->{'credit'} ) %></A>
- </TD>
- <<%$td%>><FONT SIZE="+1"><B> = </B></FONT></TD>
- <<%$tdh%> ALIGN="right">
- <% &$money_sprintf( $region->{'tax'} - $region->{'credit'} ) %>
- </TD>
- </TR>
-% } # if $out
-% } #foreach $region
-
- </TABLE>
-
-% } # if show_taxclasses
-
-<% include('/elements/footer.html') %>
-
+<& /elements/footer.html &>
<%init>
die "access denied"
my $conf = new FS::Conf;
-my $out = 'Out of taxable region(s)';
+my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
-my %label_opt = ( out => 1 ); #enable 'Out of Taxable Region' label
-$label_opt{with_city} = 1 if $cgi->param('show_cities');
-$label_opt{with_district} = 1 if $cgi->param('show_districts');
+my ($taxname, $country, %breakdown);
-$label_opt{with_taxclass} = 1 if $cgi->param('show_taxclasses');
+if ( $cgi->param('taxname') =~ /^([\w\s]+)$/ ) {
+ $taxname = $1;
+} else {
+ die "taxname required"; # UI prevents this
+}
-my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
+if ( $cgi->param('country') =~ /^(\w\w)$/ ) {
+ $country = $1;
+} else {
+ die "country required";
+}
-my $join_cust = ' JOIN cust_bill USING ( invnum )
+# %breakdown: short name => field identifier
+foreach ($cgi->param('breakdown')) {
+ if ( $_ eq 'taxclass' ) {
+ $breakdown{'taxclass'} = 'part_pkg.taxclass';
+ } elsif ( $_ eq 'pkgclass' ) {
+ $breakdown{'pkgclass'} = 'part_pkg.classnum';
+ } elsif ( $_ eq 'city' ) {
+ $breakdown{'city'} = 'cust_main_county.city';
+ $breakdown{'district'} = 'cust_main_county.district';
+ }
+}
+# always break these down
+$breakdown{'state'} = 'cust_main_county.state';
+$breakdown{'county'} = 'cust_main_county.county';
+
+my $join_cust = ' JOIN cust_bill USING ( invnum )
LEFT JOIN cust_main USING ( custnum ) ';
my $join_cust_pkg = $join_cust.
my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
+# all queries MUST be linked to both cust_bill and cust_main_county
+
# either or both of these can be used to link cust_bill_pkg to cust_main_county
my $pkg_tax = "SELECT SUM(amount) as tax_amount, invnum, taxnum, ".
"cust_bill_pkg_tax_location.pkgnum ".
my $pkg_tax_exempt = "SELECT SUM(amount) AS exempt_charged, billpkgnum, taxnum ".
"FROM cust_tax_exempt_pkg EXEMPT_WHERE GROUP BY billpkgnum, taxnum";
-my $where = "WHERE _date >= $beginning AND _date <= $ending ";
-my $group = "GROUP BY cust_main_county.taxnum";
+my $where = "WHERE _date >= $beginning AND _date <= $ending ".
+ "AND COALESCE(cust_main_county.taxname,'Tax') = '$taxname' ".
+ "AND cust_main_county.country = '$country'";
+# SELECT/GROUP clauses for first-level queries
+my $select = "SELECT ";
+my $group = "GROUP BY ";
+foreach (qw(pkgclass taxclass state county city district)) {
+ if ( $breakdown{$_} ) {
+ $select .= "$breakdown{$_} AS $_, ";
+ $group .= "$breakdown{$_}, ";
+ } else {
+ $select .= "NULL AS $_, ";
+ }
+}
+$select .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, ";
+$group =~ s/, $//;
+
+# SELECT/GROUP clauses for second-level (totals) queries
+# breakdown by package class only, if anything
+my $select_all = "SELECT NULL AS pkgclass, ";
+my $group_all = "";
+if ( $breakdown{pkgclass} ) {
+ $select_all = "SELECT $breakdown{pkgclass} AS pkgclass, ";
+ $group_all = "GROUP BY $breakdown{pkgclass}";
+}
+$select_all .= "array_to_string(array_agg(DISTINCT(cust_main_county.taxnum)), ',') AS taxnums, ";
my $agentname = '';
if ( $cgi->param('agentnum') =~ /^(\d+)$/ ) {
$where .= ' AND cust_main.agentnum = '. $agent->agentnum;
}
-my $nottax = 'cust_bill_pkg.pkgnum != 0';
+my $nottax =
+ '(cust_bill_pkg.pkgnum != 0 OR cust_bill_pkg.feepart IS NOT NULL)';
# one query for each column of the report
# plus separate queries for the totals row
my (%sql, %all_sql);
+# SALES QUERIES (taxable sales, all types of exempt sales)
+# -------------
+
# general form
-my $exempt = "SELECT cust_main_county.taxnum, SUM(exempt_charged)
+my $exempt = "$select SUM(exempt_charged)
FROM cust_main_county
JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
USING (taxnum)
JOIN cust_bill_pkg USING (billpkgnum)
- $join_cust $where AND $nottax $group";
+ $join_cust_pkg $where AND $nottax
+ $group";
-my $all_exempt = "SELECT SUM(exempt_charged)
+my $all_exempt = "$select_all SUM(exempt_charged)
FROM cust_main_county
JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
USING (taxnum)
JOIN cust_bill_pkg USING (billpkgnum)
- $join_cust $where AND $nottax";
+ $join_cust_pkg $where AND $nottax
+ $group_all";
# sales to tax-exempt customers
$sql{exempt_cust} = $exempt;
$all_sql{exempt_monthly} =~ s/EXEMPT_WHERE/WHERE exempt_monthly = 'Y'/;
# taxable sales
-$sql{taxable} = "SELECT cust_main_county.taxnum,
+$sql{taxable} = "$select
SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(exempt_charged, 0))
FROM cust_main_county
JOIN ($pkg_tax) AS pkg_tax USING (taxnum)
LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
ON (pkg_tax_exempt.billpkgnum = cust_bill_pkg.billpkgnum
AND pkg_tax_exempt.taxnum = cust_main_county.taxnum)
- $join_cust $where AND $nottax $group";
-
-# Here we're going to sum all line items that are taxable _at all_,
-# under any tax. exempt_charged is the sum of all exemptions for a
-# particular billpkgnum + taxnum; we take the taxnum that has the
-# smallest sum of exemptions and subtract that from the charged amount.
-$all_sql{taxable} = "SELECT
- SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(min_exempt, 0))
- FROM cust_bill_pkg
- JOIN (
- SELECT invnum, pkgnum, MIN(exempt_charged) AS min_exempt
- FROM ($pkg_tax) AS pkg_tax
- JOIN cust_bill_pkg USING (invnum, pkgnum)
- LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum, taxnum)
- GROUP BY invnum, pkgnum
- ) AS pkg_is_taxable
- USING (invnum, pkgnum)
- $join_cust $where AND $nottax";
- # we don't join pkg_tax_exempt.taxnum here, because
+ $join_cust_pkg $where AND $nottax
+ $group";
+
+$all_sql{taxable} = "$select_all
+ SUM(cust_bill_pkg.setup + cust_bill_pkg.recur - COALESCE(exempt_charged, 0))
+ FROM cust_main_county
+ JOIN ($pkg_tax) AS pkg_tax USING (taxnum)
+ JOIN cust_bill_pkg USING (invnum, pkgnum)
+ LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt
+ ON (pkg_tax_exempt.billpkgnum = cust_bill_pkg.billpkgnum
+ AND pkg_tax_exempt.taxnum = cust_main_county.taxnum)
+ $join_cust_pkg $where AND $nottax
+ $group_all";
$sql{taxable} =~ s/EXEMPT_WHERE//; # unrestricted
$all_sql{taxable} =~ s/EXEMPT_WHERE//;
# there isn't one for 'sales', because we calculate sales by adding up
# the taxable and exempt columns.
+# TAX QUERIES (billed tax, credited tax)
+# -----------
+
# sum of billed tax:
# join cust_bill_pkg to cust_main_county via cust_bill_pkg_tax_location
my $taxfrom = " FROM cust_bill_pkg
LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
LEFT JOIN cust_main_county USING ( taxnum )";
+if ( $breakdown{pkgclass} ) {
+ # If we're not grouping by package class, this is unnecessary, and
+ # probably really expensive.
+ $taxfrom .= "
+ LEFT JOIN cust_bill_pkg AS taxable
+ ON (cust_bill_pkg_tax_location.taxable_billpkgnum = taxable.billpkgnum)
+ LEFT JOIN cust_pkg ON (taxable.pkgnum = cust_pkg.pkgnum)
+ LEFT JOIN part_pkg USING (pkgpart)";
+}
+
my $istax = "cust_bill_pkg.pkgnum = 0";
-my $named_tax = "(
- taxname = itemdesc
- OR ( taxname IS NULL
- AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )
- )
-)";
-
-$sql{tax} = "SELECT cust_main_county.taxnum,
- SUM(cust_bill_pkg_tax_location.amount)
+
+$sql{tax} = "$select SUM(cust_bill_pkg_tax_location.amount)
$taxfrom
- $where AND $istax AND $named_tax
+ $where AND $istax
$group";
-$all_sql{tax} = "SELECT SUM(cust_bill_pkg.setup)
- FROM cust_bill_pkg
- $join_cust
- $where AND $istax";
+$all_sql{tax} = "$select_all SUM(cust_bill_pkg_tax_location.amount)
+ $taxfrom
+ $where AND $istax
+ $group_all";
# sum of credits applied against billed tax
+# ($creditfrom includes join of taxable item to part_pkg if with_pkgclass
+# is on)
my $creditfrom = $taxfrom .
' JOIN cust_credit_bill_pkg USING (billpkgtaxlocationnum)';
-my $creditfromwhere = $where .
+my $creditwhere = $where .
' AND billpkgtaxratelocationnum IS NULL';
-$sql{credit} = "SELECT cust_main_county.taxnum,
- SUM(cust_credit_bill_pkg.amount)
+$sql{credit} = "$select SUM(cust_credit_bill_pkg.amount)
$creditfrom
- $creditfromwhere AND $istax AND $named_tax
+ $creditwhere AND $istax
$group";
-$all_sql{credit} = "SELECT SUM(cust_credit_bill_pkg.amount)
- FROM cust_credit_bill_pkg
- JOIN cust_bill_pkg USING (billpkgnum)
- $join_cust
- $where AND $istax";
+$all_sql{credit} = "$select_all SUM(cust_credit_bill_pkg.amount)
+ $creditfrom
+ $creditwhere AND $istax
+ $group_all";
my %data;
-my %total = (owed => 0);
+my %total;
+my %taxclass_name = { '' => '' };
+if ( $breakdown{taxclass} ) {
+ $taxclass_name{$_->taxclassnum} = $_->taxclass
+ foreach qsearch('tax_class');
+ $taxclass_name{''} = 'Unclassified';
+}
foreach my $k (keys(%sql)) {
my $stmt = $sql{$k};
warn "\n".uc($k).":\n".$stmt."\n" if $DEBUG;
my $sth = dbh->prepare($stmt);
- # two columns => key/value
+ # eight columns: pkgclass, taxclass, state, county, city, district
+ # taxnums (comma separated), value
+ # *sigh*
$sth->execute
or die "failed to execute $k query: ".$sth->errstr;
- $data{$k} = +{ map { @$_ } @{ $sth->fetchall_arrayref([]) } };
-
- warn "\n".$all_sql{$k}."\n" if $DEBUG;
- $total{$k} = FS::Record->scalar_sql( $all_sql{$k} );
- warn Dumper($data{$k}) if $DEBUG > 1;
-}
-# so $data{tax}, for example, is now a hash with one entry
-# for each taxnum, containing the tax billed on that taxnum.
-
-# oddball cases:
-# "out of taxable region" sales
-my %out;
-my $out_sales_sql =
- "SELECT SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)
- FROM (cust_bill_pkg $join_cust)
- LEFT JOIN ($pkg_tax) AS pkg_tax USING (invnum, pkgnum)
- LEFT JOIN ($pkg_tax_exempt) AS pkg_tax_exempt USING (billpkgnum)
- $where AND $nottax
- AND pkg_tax.taxnum IS NULL AND pkg_tax_exempt.taxnum IS NULL"
-;
-
-$out_sales_sql =~ s/EXEMPT_WHERE//;
-
-$out{sales} = FS::Record->scalar_sql($out_sales_sql);
-
-# unlinked tax collected (for diagnostics)
-my $out_tax_sql =
- "SELECT SUM(cust_bill_pkg.setup)
- FROM (cust_bill_pkg $join_cust)
- LEFT JOIN cust_bill_pkg_tax_location USING (billpkgnum)
- $where AND $istax AND cust_bill_pkg_tax_location.billpkgnum IS NULL"
-;
-$out{tax} = FS::Record->scalar_sql($out_tax_sql);
-# unlinked tax credited (for diagnostics)
-my $out_credit_sql =
- "SELECT SUM(cust_credit_bill_pkg.amount)
- FROM cust_credit_bill_pkg
- JOIN cust_bill_pkg USING (billpkgnum)
- $join_cust
- $where AND $istax AND cust_credit_bill_pkg.billpkgtaxlocationnum IS NULL"
-;
-$out{credit} = FS::Record->scalar_sql($out_credit_sql);
-
-# all sales
-$total{sales} = FS::Record->scalar_sql(
- "SELECT SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)
- FROM cust_bill_pkg $join_cust $where AND $nottax"
-);
-
-#tax-report_groups filtering
-my($group_op, $group_value) = ( '', '' );
-if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ ) {
- ( $group_op, $group_value ) = ( $1, $2 );
-}
-my $group_test = sub { # to be applied to a tax label
- my $label = shift;
- return 1 unless $group_op; #in case we get called inadvertantly
- if ( $label eq $out ) { #don't display "out of taxable region" in this case
- 0;
- } elsif ( $group_op eq '=' ) {
- $label =~ /^$group_value/;
- } elsif ( $group_op eq '!=' ) {
- $label !~ /^$group_value/;
- } else {
- die "guru meditation #00de: group_op $group_op\n";
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ my $bin = $data
+ {$row->[0]}
+ {$taxclass_name{$row->[1]}}
+ {$row->[2]}
+ {$row->[3] ? $row->[3] . ' County' : ''}
+ {$row->[4]}
+ {$row->[5]}
+ ||= [];
+ push @$bin, [ $k, $row->[6], $row->[7] ];
}
-};
-
-# if show_taxclasses is on, %base_regions will contain the same data
-# as %regions, but with taxclasses merged together (and ignoring report_group
-# filtering).
-my (%regions, %base_regions);
-my $tot_tax = 0;
-my $tot_credit = 0;
-
-my @loc_params = qw(country state county);
-push @loc_params, 'city' if $cgi->param('show_cities');
-push @loc_params, 'district' if $cgi->param('show_districts');
-
-foreach my $r ( qsearch({ 'table' => 'cust_main_county', })) {
- my $taxnum = $r->taxnum;
- # set up a %regions entry for this region's tax label
- my $label = $r->label(%label_opt);
- next if $label eq $out;
- $regions{$label} ||= { label => $label };
-
- $regions{$label}->{$_} = $r->get($_) foreach @loc_params;
- $regions{$label}->{taxnums} ||= [];
- push @{ $regions{$label}->{taxnums} }, $r->taxnum;
-
- my %x; # keys are data items (like 'tax', 'exempt_cust', etc.)
- foreach my $k (keys %data) {
- next unless exists($data{$k}->{$taxnum});
- $x{$k} = $data{$k}->{$taxnum};
- $regions{$label}->{$k} += $x{$k};
- if ( $k eq 'taxable' or $k =~ /^exempt/ ) {
- $regions{$label}->{'sales'} += $x{$k};
- }
- }
-
- my $owed = $data{'taxable'}->{$taxnum} * ($r->tax/100);
- $regions{$label}->{'owed'} += $owed;
- $total{'owed'} += $owed;
-
- if ( defined($regions{$label}->{'rate'})
- && $regions{$label}->{'rate'} != $r->tax.'%' ) {
- $regions{$label}->{'rate'} = 'variable';
- } else {
- $regions{$label}->{'rate'} = $r->tax.'%';
- }
-
- if ( $cgi->param('show_taxclasses') ) {
- my $base_label = $r->label(%label_opt, 'with_taxclass' => 0);
- $base_regions{$base_label} ||=
- {
- label => $base_label,
- tax => 0,
- credit => 0,
- };
- $base_regions{$base_label}->{tax} += $x{tax};
- $base_regions{$base_label}->{credit} += $x{credit};
- }
-
}
+warn "DATA:\n".Dumper(\%data) if $DEBUG > 1;
-my @regions = map { $_->{label} }
- sort {
- ($b eq $out) <=> ($a eq $out)
- or $a->{country} cmp $b->{country}
- or $a->{state} cmp $b->{state}
- or $a->{county} cmp $b->{county}
- or $a->{city} cmp $b->{city}
- }
- grep { $_->{sales} > 0 or $_->{tax} > 0 or $_->{credit} > 0 }
- values %regions;
-
-#tax-report_groups filtering
-@regions = grep &{$group_test}($_), @regions
- if $group_op;
-
-#calculate totals
-my %taxclasses = ();
-my %county = ();
-my %state = ();
-my %country = ();
-foreach my $label (@regions) {
- $taxclasses{$regions{$_}->{'taxclass'}} = 1
- if $regions{$_}->{'taxclass'};
- $county{$regions{$_}->{'county'}} = 1;
- $state{$regions{$_}->{'state'}} = 1;
- $country{$regions{$_}->{'country'}} = 1;
-}
-
-my $total_url_param = '';
-my $total_url_param_invoiced = '';
-if ( $group_op ) {
-
- my @country = keys %country;
- warn "WARNING: multiple countries on this grouped report; total links broken"
- if scalar(@country) > 1;
- my $country = $country[0];
-
- my @state = keys %state;
- warn "WARNING: multiple countries on this grouped report; total links broken"
- if scalar(@state) > 1;
- my $state = $state[0];
-
- $total_url_param_invoiced =
- $total_url_param =
- 'report_group='.uri_escape("$group_op $group_value").';'.
- join(';', map 'taxclass='.uri_escape($_), keys %taxclasses );
- $total_url_param .= ';'.
- "country=$country;state=".uri_escape($state).';'.
- join(';', map 'county='.uri_escape($_), keys %county ) ;
-
+foreach my $k (keys %all_sql) {
+ warn "\nTOTAL ".uc($k).":\n".$all_sql{$k}."\n" if $DEBUG;
+ my $sth = dbh->prepare($all_sql{$k});
+ # three columns: pkgclass, taxnums (comma separated), value
+ $sth->execute
+ or die "failed to execute $k totals query: ".$sth->errstr;
+ while ( my $row = $sth->fetchrow_arrayref ) {
+ my $bin = $total{$row->[0]} ||= [];
+ push @$bin, [ $k, $row->[1], $row->[2] ];
+ }
}
+warn "TOTALS:\n".Dumper(\%total) if $DEBUG > 1;
-#ordering
-@regions =
- map $regions{$_},
- sort { $a cmp $b }
- @regions;
-
-my @base_regions =
- map $base_regions{$_},
- sort { $a cmp $b }
- keys %base_regions;
-
-#add "Out of taxable" and total lines
-%out = ( %out,
- 'label' => $out,
- 'rate' => ''
-);
-%total = ( %total,
- 'label' => 'Total',
- 'url_param' => $total_url_param,
- 'url_param_inv' => $total_url_param_invoiced,
- 'rate' => '',
-);
-push @regions, \%out, \%total;
-push @base_regions, \%out, \%total;
-
-#--
+# $data{$pkgclass}{$taxclass}{$state}{$county}{$city}{$district} = [
+# [ 'taxable', taxnums, amount ],
+# [ 'exempt_cust', taxnums, amount ],
+# ...
+# ]
+# non-requested grouping levels simply collapse into key = ''
my $money_char = $conf->config('money_char') || '$';
my $money_sprintf = sub {
$money_char. sprintf('%.2f', shift );
};
-my $money_sprintf_nonzero = sub {
- $_[0] == 0 ? '' : &$money_sprintf($_[0])
-};
my $dateagentlink = "begin=$beginning;end=$ending";
$dateagentlink .= ';agentnum='. $cgi->param('agentnum')
if length($agentname);
-my $baselink = $p. "search/cust_bill_pkg.cgi?$dateagentlink";
+my $saleslink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;nottax=1";
+my $taxlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;istax=1";
my $exemptlink = $p. "search/cust_tax_exempt_pkg.cgi?$dateagentlink";
-my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1";
+my $creditlink = $p. "search/cust_bill_pkg.cgi?$dateagentlink;credit=1;istax=1";
+
+my %taxrates;
+foreach my $tax (
+ qsearch('cust_main_county', {
+ country => $country,
+ tax => { op => '>', value => 0 }
+ }) )
+ {
+ $taxrates{$tax->taxnum} = $tax->tax;
+}
</%init>
projects / freeside.git / blobdiff