-<%
+<% include("/elements/header.html", "$agentname Tax Report - ".
+ ( $beginning
+ ? time2str('%h %o %Y ', $beginning )
+ : ''
+ ).
+ 'through '.
+ ( $ending == 4294967295
+ ? 'now'
+ : time2str('%h %o %Y', $ending )
+ )
+ )
+%>
+<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') %>
+
+ <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>
+% }
+ </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>
+ </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>
+
+% my $bgcolor1 = '#eeeeee';
+% my $bgcolor2 = '#ffffff';
+% my $bgcolor;
+%
+% foreach my $region ( @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 $diff = 0;
+% 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' ? '#eeee66' : '#ffff99';
+% #} elsif ( $diff ) {
+% $hicolor = $hicolor eq '#eeeeee' ? '#eeee99' : '#ffffcc';
+% }
+% }
+%
+%
+% 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( $region->{'total'} ) %></A>
+ </TD>
+ <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $baselink. $link %>;nottax=1;cust_tax=Y"
+ ><% &$money_sprintf( $region->{'exempt_cust'} ) %></A>
+ </TD>
+ <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $baselink. $link %>;nottax=1;pkg_tax=Y"
+ ><% &$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>
+
+% unless ( $cgi->param('show_taxclasses') ) {
+% my $invlink = $region->{'url_param_inv'}
+% ? ';'. $region->{'url_param_inv'}
+% : $link;
+
+ <<%$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>
+% }
+
+ </TR>
+% }
+
+</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%>><% $region->{'label'} %></TD>
+ <<%$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 ( $bgcolor eq $bgcolor1 ) {
+% $bgcolor = $bgcolor2;
+% } else {
+% $bgcolor = $bgcolor1;
+% }
+% my $td = qq(TD CLASS="grid" BGCOLOR="$bgcolor");
+
+ <TR>
+ <<%$td%>>Total</TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $baselink %>;istax=1"
+ ><% &$money_sprintf( $tot_tax ) %></A>
+ </TD>
+ <<%$td%>><FONT SIZE="+1"><B> - </B></FONT></TD>
+ <<%$td%> ALIGN="right">
+ <A HREF="<% $creditlink %>;istax=1"
+ ><% &$money_sprintf( $tot_credit ) %></A>
+ </TD>
+ <<%$td%>><FONT SIZE="+1"><B> = </B></FONT></TD>
+ <<%$td%> ALIGN="right">
+ <% &$money_sprintf( $tot_tax - $tot_credit ) %>
+ </TD>
+ </TR>
+
+ </TABLE>
+
+% }
+
+<% include('/elements/footer.html') %>
+
+<%init>
+
+die "access denied"
+ unless $FS::CurrentUser::CurrentUser->access_right('Financial reports');
+
+my $conf = new FS::Conf;
my $user = getotaker;
my($beginning, $ending) = FS::UI::Web::parse_beginning_ending($cgi);
-my $from_join_cust = "
- FROM cust_bill_pkg
- JOIN cust_bill USING ( invnum )
- JOIN cust_main USING ( custnum )
-";
-my $join_pkg = "
- JOIN cust_pkg USING ( pkgnum )
- JOIN part_pkg USING ( pkgpart )
-";
-my $where = "
- WHERE _date >= $beginning AND _date <= $ending
- AND ( county = ? OR ? = '' )
- AND ( state = ? OR ? = '' )
- AND country = ?
- AND payby != 'COMP'
-";
-my @base_param = qw( county county state state country );
+my $join_cust = ' JOIN cust_bill USING ( invnum )
+ LEFT JOIN cust_main USING ( custnum ) ';
+my $join_cust_pkg = $join_cust.
+ ' LEFT JOIN cust_pkg USING ( pkgnum )
+ LEFT JOIN part_pkg USING ( pkgpart ) ';
+$join_cust_pkg .= ' LEFT JOIN cust_location USING ( locationnum )'
+ if $conf->exists('tax-pkg_address');
+
+my $from_join_cust_pkg = " FROM cust_bill_pkg $join_cust_pkg ";
+
+my $where = "WHERE _date >= $beginning AND _date <= $ending ";
+
+my( $location_sql, @base_param ) = FS::cust_pkg->location_sql;
+$where .= " AND $location_sql ";
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;
+ $where .= ' AND cust_main.agentnum = '. $agent->agentnum;
+}
+
+sub gotcust {
+ my $table = shift;
+ my $prefix = @_ ? shift : '';
+ "
+ ( $table.${prefix}city = cust_main_county.city
+ OR cust_main_county.city = ''
+ OR cust_main_county.city IS NULL )
+ AND ( $table.${prefix}county = cust_main_county.county
+ OR cust_main_county.county = ''
+ OR cust_main_county.county IS NULL )
+ AND ( $table.${prefix}state = cust_main_county.state
+ OR cust_main_county.state = ''
+ OR cust_main_county.state IS NULL )
+ AND ( $table.${prefix}country = cust_main_county.country )
+ ";
+}
+
+my $gotcust;
+if ( $conf->exists('tax-ship_address') ) {
+
+ $gotcust = "
+ ( cust_main_county.country = cust_main.country
+ OR cust_main_county.country = cust_main.ship_country
+ )
+
+ AND
+
+ (
+ ( ( ship_last IS NULL OR ship_last = '' )
+ AND ". gotcust('cust_main'). "
+ )
+ OR
+ ( ship_last IS NOT NULL AND ship_last != ''
+ AND ". gotcust('cust_main', 'ship_'). "
+ )
+ )
+ ";
+
+} else {
+
+ $gotcust = gotcust('cust_main');
+
+}
+if ( $conf->exists('tax-pkg_address') ) {
+ $gotcust = "
+ ( cust_pkg.locationnum IS NULL AND $gotcust)
+ OR ( cust_pkg.locationnum IS NOT NULL AND ". gotcust('cust_location'). " )";
+ $gotcust =
+ "WHERE 0 < ( SELECT COUNT(*) FROM cust_pkg
+ LEFT JOIN cust_main USING ( custnum )
+ LEFT JOIN cust_location USING ( locationnum )
+ WHERE $gotcust
+ LIMIT 1
+ )
+ ";
+} else {
+ $gotcust =
+ "WHERE 0 < ( SELECT COUNT(*) FROM cust_main WHERE $gotcust LIMIT 1 )";
}
-my $gotcust = "
- WHERE 0 < ( SELECT COUNT(*) FROM cust_main
- WHERE ( cust_main.county = cust_main_county.county
- OR cust_main_county.county = ''
- OR cust_main_county.county IS NULL )
- AND ( cust_main.state = cust_main_county.state
- OR cust_main_county.state = ''
- OR cust_main_county.state IS NULL )
- AND ( cust_main.country = cust_main_county.country )
- LIMIT 1
- )
-";
-
-my $monthly_exempt_warning = 0;
-my($total, $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 = ();
-foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) {
+
+foreach my $r ( qsearch({ 'table' => 'cust_main_county',
+ 'extra_sql' => $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 ) );
+ $regions{$label}->{$_} = $r->$_() for (qw( county state country )); #taxname?
+
+ my @url_param = qw( county state country taxname );
+ push @url_param, 'city' if $cgi->param('show_cities') && $r->city();
+
+ $regions{$label}->{'url_param'} =
+ join(';', map "$_=".uri_escape($r->$_()), @url_param );
- my $fromwhere = $from_join_cust. $join_pkg. $where;
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;
+ $regions{$label}->{'url_param'} .= ';taxclass='. uri_escape($r->taxclass);
+ #no, always# if $cgi->param('show_taxclasses');
+
+ $regions{$label}->{'taxclass'} = $r->taxclass;
+
+ } else {
+
+ $regions{$label}->{'url_param'} .= ';taxclassNULL=1'
+ if $cgi->param('show_taxclasses');
+
+ my $same_sql = $r->sql_taxclass_sameregion;
+ $mywhere .= " AND $same_sql" if $same_sql;
+
}
+ my $fromwhere = "$from_join_cust_pkg $mywhere"; # AND payby != 'COMP' ";
+
# my $label = getlabel($r);
# $regions{$label}->{'label'} = $label;
## 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 += $t;
+ my $t_sql =
+ "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $fromwhere AND $nottax";
+ my $t = scalar_sql($r, \@param, $t_sql);
$regions{$label}->{'total'} += $t;
- ## calculate package-exemption for this region
-
- 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_pkg += $x;
- $regions{$label}->{'exempt_pkg'} += $x;
- }
+ #if ( $label eq $out ) # && $t ) {
+ # warn "adding $t for ".
+ # join('/', map $r->$_, qw( taxclass county state country ) ). "\n";
+ # #warn $t_sql if $r->state eq 'FL';
+ #}
## calculate customer-exemption for this region
- my($t, $x_cust) = (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 )"
- );
-
- $x_cust += scalar_sql($r, \@param,
- "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'"
- );
+## 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'"
+# );
+# }
+
+ #false laziness -ish w/report_tax.cgi
+ my $cust_exempt;
+ if ( $r->taxname ) {
+ my $q_taxname = dbh->quote($r->taxname);
+ $cust_exempt =
+ "( tax = 'Y'
+ OR EXISTS ( SELECT 1 FROM cust_main_exemption
+ WHERE cust_main_exemption.custnum = cust_main.custnum
+ AND cust_main_exemption.taxname = $q_taxname
+ )
+ )
+ ";
+ } else {
+ $cust_exempt = " tax = 'Y' ";
}
- $exempt_cust += $x_cust;
+ my $x_cust = scalar_sql($r, \@param,
+ "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur)
+ $fromwhere AND $nottax AND $cust_exempt "
+ );
+
$regions{$label}->{'exempt_cust'} += $x_cust;
+
+ ## calculate package-exemption for this region
- ## calculate monthly exemption (texas tax) 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 )
+ "
+ );
+ $regions{$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 $x_monthly = scalar_sql($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_pkg
+ $mywhere"
);
- if ( $x_monthly ) {
- warn $r->taxnum(). ": $x_monthly\n";
- $t -= $x_monthly;
- }
-
- $exempt_monthly += $x_monthly;
$regions{$label}->{'exempt_monthly'} += $x_monthly;
- $taxable += $t;
- $regions{$label}->{'taxable'} += $t;
+ my $taxable = $t - $x_cust - $x_pkg - $x_monthly;
+ $regions{$label}->{'taxable'} += $taxable;
- $owed += $t * ($r->tax/100);
- $regions{$label}->{'owed'} += $t * ($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 $distinct = "country, state, county, city,
+ CASE WHEN taxname IS NULL THEN '' ELSE taxname END AS taxname";
+my $taxclass_distinct =
+ #a little bit unsure of this part... test?
+ #ah, it looks like it winds up being irrelevant as ->{'tax'}
+ # from $regions is not displayed when show_taxclasses is on
+ ( $cgi->param('show_taxclasses')
+ ? " CASE WHEN taxclass IS NULL THEN '' ELSE taxclass END "
+ : " '' "
+ )." AS taxclass";
+
+
+my %qsearch = (
+ 'select' => "DISTINCT $distinct, $taxclass_distinct",
+ 'table' => 'cust_main_county',
+ 'hashref' => {},
+ 'extra_sql' => $gotcust,
+);
+
+my $taxfromwhere = " FROM cust_bill_pkg $join_cust ";
+my $taxwhere = $where;
+if ( $conf->exists('tax-pkg_address') ) {
+
+ $taxfromwhere .= 'LEFT JOIN cust_bill_pkg_tax_location USING ( billpkgnum )
+ LEFT JOIN cust_location USING ( locationnum ) ';
+
+ #quelle kludge
+ $taxwhere =~ s/cust_pkg\.locationnum/cust_bill_pkg_tax_location.locationnum/g;
+
+}
+my $creditfromwhere = $taxfromwhere.
+ " JOIN cust_credit_bill_pkg USING (billpkgnum";
+$creditfromwhere .= " ,billpkgtaxlocationnum"
+ if $conf->exists('tax-pkg_address');
+$creditfromwhere .= ")";
+
+$taxfromwhere .= " $taxwhere "; #AND payby != 'COMP' ";
+$creditfromwhere .= " $taxwhere AND billpkgtaxratelocationnum IS NULL"; #AND payby != 'COMP' ";
+
my @taxparam = @base_param;
-#foreach my $label ( keys %regions ) {
-foreach my $r (
- qsearch( 'cust_main_county',
- {},
- 'DISTINCT ON (country, state, county, taxname) *',
- $gotcust
- )
-) {
- #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n";
+#should i be a cust_main_county method or something
+#need to pass in $taxfromwhere & @taxparam???
+my $_taxamount_sub = sub {
+ my $r = shift;
- my $label = getlabel($r);
+ #match itemdesc if necessary!
+ my $named_tax =
+ $r->taxname
+ ? 'AND itemdesc = '. dbh->quote($r->taxname)
+ : "AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
- my $fromwhere = $join_pkg. $where;
- my @param = @base_param;
+ my $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ".
+ " $taxfromwhere AND cust_bill_pkg.pkgnum = 0 $named_tax";
+
+ scalar_sql($r, \@taxparam, $sql );
+};
+
+my $_creditamount_sub = sub {
+ my $r = shift;
#match itemdesc if necessary!
my $named_tax =
$r->taxname
? 'AND itemdesc = '. dbh->quote($r->taxname)
: "AND ( itemdesc IS NULL OR itemdesc = '' OR itemdesc = 'Tax' )";
- my $x = scalar_sql($r, \@taxparam,
- "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $taxwhere ".
- "AND pkgnum = 0 $named_tax",
- );
- $tax += $x;
+
+ my $sql = "SELECT SUM(cust_credit_bill_pkg.amount) ".
+ " $creditfromwhere AND cust_bill_pkg.pkgnum = 0 $named_tax";
+
+ scalar_sql($r, \@taxparam, $sql );
+};
+
+#tax-report_groups filtering
+my($group_op, $group_value) = ( '', '' );
+if ( $cgi->param('report_group') =~ /^(=|!=) (.*)$/ ) {
+ ( $group_op, $group_value ) = ( $1, $2 );
+}
+my $group_test = sub {
+ 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";
+ }
+};
+
+my $tot_tax = 0;
+my $tot_credit = 0;
+#foreach my $label ( keys %regions ) {
+foreach my $r ( qsearch(\%qsearch) ) {
+
+ #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n";
+
+ my $label = getlabel($r);
+ if ( $group_op ) {
+ next unless &{$group_test}($label);
+ }
+
+ #my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' ";
+ #my @param = @base_param;
+
+ my $x = &{$_taxamount_sub}($r);
+
$regions{$label}->{'tax'} += $x;
+ $tot_tax += $x unless $cgi->param('show_taxclasses');
+
+ ## calculate credit for this region
+
+ $x = &{$_creditamount_sub}($r);
+
+ $regions{$label}->{'credit'} += $x;
+ $tot_credit += $x unless $cgi->param('show_taxclasses');
+
+}
+
+my %base_regions = ();
+if ( $cgi->param('show_taxclasses') ) {
+
+ $qsearch{'select'} = "DISTINCT $distinct";
+ foreach my $r ( qsearch(\%qsearch) ) {
+
+ my $x = &{$_taxamount_sub}($r);
+
+ my $base_label = getlabel($r, 'no_taxclass'=>1 );
+ $base_regions{$base_label}->{'label'} = $base_label;
+
+ $base_regions{$base_label}->{'url_param'} =
+ join(';', map "$_=". uri_escape($r->$_()),
+ qw( county state country taxname )
+ );
+
+ $base_regions{$base_label}->{'tax'} += $x;
+ $tot_tax += $x;
+
+ ## calculate credit for this region
+
+ $x = &{$_creditamount_sub}($r);
+
+ $base_regions{$base_label}->{'credit'} += $x;
+ $tot_credit += $x;
+
+ }
+
+}
+
+my @regions = keys %regions;
+
+#tax-report_groups filtering
+@regions = grep &{$group_test}($_), @regions
+ if $group_op;
+
+#calculate totals
+my( $total, $tot_taxable, $tot_owed ) = ( 0, 0, 0 );
+my( $exempt_cust, $exempt_pkg, $exempt_monthly, $tot_credit ) = ( 0, 0, 0, 0 );
+my %taxclasses = ();
+my %county = ();
+my %state = ();
+my %country = ();
+foreach (@regions) {
+ $total += $regions{$_}->{'total'};
+ $tot_taxable += $regions{$_}->{'taxable'};
+ $tot_owed += $regions{$_}->{'owed'};
+ $exempt_cust += $regions{$_}->{'exempt_cust'};
+ $exempt_pkg += $regions{$_}->{'exempt_pkg'};
+ $exempt_monthly += $regions{$_}->{'exempt_monthly'};
+ $tot_credit += $regions{$_}->{'credit'};
+ $taxclasses{$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 ) ;
}
#ordering
-my @regions = map $regions{$_},
- sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
- keys %regions;
+@regions =
+ map $regions{$_},
+ sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
+ @regions;
+
+my @base_regions =
+ map $base_regions{$_},
+ sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) }
+ keys %base_regions;
+#add total line
push @regions, {
'label' => 'Total',
- 'url_param' => '',
+ 'url_param' => $total_url_param,
+ 'url_param_inv' => $total_url_param_invoiced,
'total' => $total,
'exempt_cust' => $exempt_cust,
'exempt_pkg' => $exempt_pkg,
'exempt_monthly' => $exempt_monthly,
- 'taxable' => $taxable,
+ 'taxable' => $tot_taxable,
'rate' => '',
- 'owed' => $owed,
- 'tax' => $tax,
+ 'owed' => $tot_owed,
+ 'tax' => $tot_tax,
+ 'credit' => $tot_credit,
};
#--
+my $money_char = $conf->config('money_char') || '$';
+my $money_sprintf = sub {
+ $money_char. sprintf('%.2f', shift );
+};
+
sub getlabel {
my $r = shift;
+ my %opt = @_;
my $label;
if (
$r->tax == 0
- && ! scalar( qsearch('cust_main_county', { 'state' => $r->state,
+ && ! scalar( qsearch('cust_main_county', { 'city' => $r->city,
'county' => $r->county,
+ 'state' => $r->state,
'country' => $r->country,
'tax' => { op=>'>', value=>0 },
}
#kludge to avoid "will not stay shared" warning
my $out = 'Out of taxable region(s)';
$label = $out;
- } elsif ( $r->taxname ) {
- $label = $r->taxname;
-# $regions{$label}->{'taxname'} = $label;
-# push @{$regions{$label}->{$_}}, $r->$_() foreach qw( county state country );
+# } elsif ( $r->taxname && count_taxname($r->taxname) == 1 ) {
+# $label = $r->taxname;
+## $regions{$label}->{'taxname'} = $label;
+## push @{$regions{$label}->{$_}}, $r->$_() foreach qw( county state country );
} else {
$label = $r->country;
$label = $r->state.", $label" if $r->state;
$label = $r->county." county, $label" if $r->county;
- $label = "$label (". $r->taxclass. ")" if $r->taxclass;
- #$label = $r->taxname. " ($label)" if $r->taxname;
+ $label = $r->city. ", $label" if $r->city && $cgi->param('show_cities');
+ $label = "$label (". $r->taxclass. ")"
+ if $r->taxclass
+ && $cgi->param('show_taxclasses')
+ && ! $opt{'no_taxclass'};
+ $label = $r->taxname. " ($label)" if $r->taxname;
}
return $label;
}
+#my %count_taxname = (); #cache
+#sub count_taxname {
+# my $taxname = shift;
+# return $count_taxname{$taxname} if exists $count_taxname{$taxname};
+# my $sql = 'SELECT COUNT(*) FROM cust_main_county WHERE taxname = ?';
+# my $sth = dbh->prepare($sql) or die dbh->errstr;
+# $sth->execute( $taxname )
+# or die "Unexpected error executing statement $sql: ". $sth->errstr;
+# $count_taxname{$taxname} = $sth->fetchrow_arrayref->[0];
+#}
+
#false laziness w/FS::Report::Table::Monthly (sub should probably be moved up
#to FS::Report or FS::Record or who the fuck knows where)
sub scalar_sql {
$sth->fetchrow_arrayref->[0] || 0;
}
-%>
-
-<%
-
-my $baselink = $p. "search/cust_bill_pkg.cgi?begin=$beginning;end=$ending";
-
-%>
-
-
-<%= header( "$agentname Sales Tax Report - ".
- time2str('%h %o %Y through ', $beginning ).
- ( $cgi->param('ending') == 4294967295
- ? 'now'
- : time2str('%h %o %Y', $ending )
- ),
- menubar( 'Main Menu'=>$p, )
- )
-%>
-
-<%= include('/elements/table-grid.html') %>
-
- <TR>
- <TH CLASS="grid" BGCOLOR="#cccccc"ROWSPAN=2></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"COLSPAN=5>Sales</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"ROWSPAN=2>Rate</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"ROWSPAN=2>Tax owed</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc"ROWSPAN=2>Tax invoiced</TH>
- </TR>
- <TR>
- <TH CLASS="grid" BGCOLOR="#cccccc">Total</TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt customer)</FONT></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(tax-exempt package)</FONT></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Non-taxable<BR><FONT SIZE=-1>(monthly exemption)</FONT></TH>
- <TH CLASS="grid" BGCOLOR="#cccccc">Taxable</TH>
- </TR>
-
-<% my $bgcolor1 = '#eeeeee';
- my $bgcolor2 = '#ffffff';
- my $bgcolor;
-%>
-
- <% foreach my $region ( @regions ) {
-
- if ( $bgcolor eq $bgcolor1 ) {
- $bgcolor = $bgcolor2;
- } else {
- $bgcolor = $bgcolor1;
- }
-
- my $link = $baselink;
- 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="<%= $link %>;nottax=1">$<%= sprintf('%.2f', $region->{'total'} ) %></A>
- </TD>
- <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
- <A HREF="<%= $link %>;nottax=1;cust_tax=Y">$<%= sprintf('%.2f', $region->{'exempt_cust'} ) %></A>
- </TD>
- <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
- <A HREF="<%= $link %>;nottax=1;pkg_tax=Y">$<%= sprintf('%.2f', $region->{'exempt_pkg'} ) %></A>
- </TD>
- <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
- $<%= sprintf('%.2f', $region->{'exempt_monthly'} ) %></A>
- </TD>
- <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
- $<%= sprintf('%.2f', $region->{'taxable'} ) %></A>
- </TD>
- <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right"><%= $region->{'rate'} %></TD>
- <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
- $<%= sprintf('%.2f', $region->{'owed'} ) %>
- </TD>
- <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>" ALIGN="right">
- <A HREF="<%= $link %>;istax=1">$<%= sprintf('%.2f', $region->{'tax'} ) %></A>
- </TD>
- </TR>
- <% } %>
-
-</TABLE>
-
-<% if ( $monthly_exempt_warning ) { %>
- <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).
-<% } %>
-
-</BODY>
-</HTML>
-
+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";
+my $creditlink = $p. "search/cust_credit_bill_pkg.html?$dateagentlink";
+</%init>
projects / freeside.git / blobdiff