X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=0bec85d700768fd323975b0ccb1495c05abed351;hp=bf3fc74ff06ebacf9421eed9480d864095879faa;hb=af0bf34fadc9bb398e54560657dce51987c975a9;hpb=e7438cef2fa745d473d7770bb0f6c37ff2dfd1e8 diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index bf3fc74ff..0bec85d70 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,70 +1,333 @@ -<% +<% include("/elements/header.html", "$agentname Sales Tax Report - ". + ( $beginning + ? time2str('%h %o %Y ', $beginning ) + : '' + ). + 'through '. + ( $ending == 4294967295 + ? 'now' + : time2str('%h %o %Y', $ending ) + ) + ) +%> + +<% include('/elements/table-grid.html') %> + + + + Sales + + Rate + + Tax owed +% unless ( $cgi->param('show_taxclasses') ) { + + Tax invoiced +% } + + + + Total + + Non-taxable
(tax-exempt customer) + + Non-taxable
(tax-exempt package) + + Non-taxable
(monthly exemption) + + Taxable + +% 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'}; +% } +% } +% +% +% +% +% + + + + <% $region->{'label'} %> + + <% $money_char %><% sprintf('%.2f', $region->{'total'} ) %> + + - + + <% $money_char %><% sprintf('%.2f', $region->{'exempt_cust'} ) %> + + - + + <% $money_char %><% sprintf('%.2f', $region->{'exempt_pkg'} ) %> + + - + + <% $money_char %><% sprintf('%.2f', $region->{'exempt_monthly'} ) %> + + = + + <% $money_char %><% sprintf('%.2f', $region->{'taxable'} ) %> + + <% $region->{'label'} eq 'Total' ? '' : ' X ' %> + <% $region->{'rate'} %> + <% $region->{'label'} eq 'Total' ? '' : ' = ' %> + + <% $money_char %><% sprintf('%.2f', $region->{'owed'} ) %> + +% unless ( $cgi->param('show_taxclasses') ) { + + + <% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %> + +% } + + +% } + + + +% if ( $cgi->param('show_taxclasses') ) { + + +
+ <% include('/elements/table-grid.html') %> + + + Tax invoiced + +% #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'}; +% } +% #} +% + + + + <% $region->{'label'} %> + + <% $money_char %><% sprintf('%.2f', $region->{'tax'} ) %> + + +% } +% +% if ( $bgcolor eq $bgcolor1 ) { +% $bgcolor = $bgcolor2; +% } else { +% $bgcolor = $bgcolor1; +% } +% + + + + Total + + <% $money_char %><% sprintf('%.2f', $tax ) %> + + + + +% } + + + + +<%init> + +die "access denied" + unless $FS::CurrentUser::CurrentUser->access_right('Financial reports'); + +my $conf = new FS::Conf; +my $money_char = $conf->config('money_char') || '$'; my $user = getotaker; my($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 ) -"; -my $where = " - WHERE _date >= $beginning AND _date <= $ending - AND ( county = ? OR ? = '' ) - AND ( state = ? OR ? = '' ) - AND country = ? - AND payby != 'COMP' + LEFT JOIN cust_pkg USING ( pkgnum ) + LEFT JOIN part_pkg USING ( pkgpart ) "; + +my $where = "WHERE _date >= $beginning AND _date <= $ending "; my @base_param = qw( county county state state country ); +if ( $conf->exists('tax-ship_address') ) { + + $where .= " + AND ( ( ( ship_last IS NULL OR ship_last = '' ) + AND ( county = ? OR ? = '' ) + AND ( state = ? OR ? = '' ) + AND country = ? + ) + OR ( ship_last IS NOT NULL AND ship_last != '' + AND ( ship_county = ? OR ? = '' ) + AND ( ship_state = ? OR ? = '' ) + AND ship_country = ? + ) + ) + "; + # AND payby != 'COMP' + + push @base_param, @base_param; + +} else { + + $where .= " + AND ( county = ? OR ? = '' ) + AND ( state = ? OR ? = '' ) + AND country = ? + "; + # AND payby != 'COMP' + +} 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; } 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 - ) "; +if ( $conf->exists('tax-ship_address') ) { + + $gotcust .= " + WHERE + + ( 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 ( cust_main_county.country = cust_main.country ) + AND ( cust_main_county.state = cust_main.state + OR cust_main_county.state = '' + OR cust_main_county.state IS NULL ) + AND ( cust_main_county.county = cust_main.county + OR cust_main_county.county = '' + OR cust_main_county.county IS NULL ) + ) + + OR + + ( ship_last IS NOT NULL AND ship_last != '' + AND ( cust_main_county.country = cust_main.ship_country ) + AND ( cust_main_county.state = cust_main.ship_state + OR cust_main_county.state = '' + OR cust_main_county.state IS NULL ) + AND ( cust_main_county.county = cust_main.ship_county + OR cust_main_county.county = '' + OR cust_main_county.county IS NULL ) + ) + + ) + + LIMIT 1 + ) + "; + +} else { + + $gotcust .= " + 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, $exempt_monthly ) = ( 0, 0 ); +} + +my($total, $tot_taxable, $owed, $tax) = ( 0, 0, 0, 0 ); +my( $exempt_cust, $exempt_pkg, $exempt_monthly ) = ( 0, 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 "$_=".uri_escape($r->$_()), + qw( county state country taxname ) + ); - $regions{$label}->{'url_param'} = join(';', map "$_=".$r->$_(), qw( county state country ) ); - - 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) + if $cgi->param('show_taxclasses'); + + } 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. $join_pkg. $mywhere. " AND payby != 'COMP' "; + # my $label = getlabel($r); # $regions{$label}->{'label'} = $label; @@ -78,57 +341,80 @@ foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) { $total += $t; $regions{$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'} += $x; - } - ## calculate customer-exemption for this region - my($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 $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' " + ); $exempt_cust += $x_cust; $regions{$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 ) + " + ); + $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 $x_monthly = scalar_sql($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 $join_pkg + $mywhere" ); - if ( $x_monthly ) { - warn $r->taxnum(). ": $x_monthly\n"; - $taxable -= $x_monthly; - } +# if ( $x_monthly ) { +# #warn $r->taxnum(). ": $x_monthly\n"; +# $taxable -= $x_monthly; +# } $exempt_monthly += $x_monthly; $regions{$label}->{'exempt_monthly'} += $x_monthly; + my $taxable = $t - $x_cust - $x_pkg - $x_monthly; + $tot_taxable += $taxable; $regions{$label}->{'taxable'} += $taxable; @@ -144,43 +430,94 @@ foreach my $r (qsearch('cust_main_county', {}, '', $gotcust) ) { } -my $taxwhere = "$from_join_cust $where"; +my $distinct = "country, state, county, + 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 $taxwhere = "$from_join_cust $where AND payby != 'COMP' "; my @taxparam = @base_param; +#should i be a cust_main_county method or something +#need to pass in $taxwhere & @taxparam??? +my $_taxamount_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 $sql = "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) ". + " $taxwhere AND pkgnum = 0 $named_tax"; + + scalar_sql($r, \@taxparam, $sql ); +}; + #foreach my $label ( keys %regions ) { -foreach my $r ( - qsearch( 'cust_main_county', - {}, - 'DISTINCT ON (country, state, county, taxname) *', - $gotcust - ) -) { +foreach my $r ( qsearch(\%qsearch) ) { #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n"; my $label = getlabel($r); - my $fromwhere = $join_pkg. $where; - my @param = @base_param; + #my $fromwhere = $join_pkg. $where. " AND payby != 'COMP' "; + #my @param = @base_param; - #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 $x = &{$_taxamount_sub}($r); + + $tax += $x unless $cgi->param('show_taxclasses'); $regions{$label}->{'tax'} += $x; } +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; + $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', @@ -199,6 +536,7 @@ push @regions, { sub getlabel { my $r = shift; + my %opt = @_; my $label; if ( @@ -223,7 +561,10 @@ sub getlabel { $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; + $label = "$label (". $r->taxclass. ")" + if $r->taxclass + && $cgi->param('show_taxclasses') + && ! $opt{'no_taxclass'}; #$label = $r->taxname. " ($label)" if $r->taxname; } return $label; @@ -240,102 +581,10 @@ 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') %> - - - - Sales - Rate - Tax owed - Tax invoiced - - - Total - Non-taxable
(tax-exempt customer) - Non-taxable
(tax-exempt package) - Non-taxable
(monthly exemption) - Taxable - - -<% 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'}; - } - } - %> - - <%= $region->{'label'} %> - - $<%= sprintf('%.2f', $region->{'total'} ) %> - - - $<%= sprintf('%.2f', $region->{'exempt_cust'} ) %> - - - $<%= sprintf('%.2f', $region->{'exempt_pkg'} ) %> - - - $<%= sprintf('%.2f', $region->{'exempt_monthly'} ) %> - - - $<%= sprintf('%.2f', $region->{'taxable'} ) %> - - <%= $region->{'rate'} %> - - $<%= sprintf('%.2f', $region->{'owed'} ) %> - - - $<%= sprintf('%.2f', $region->{'tax'} ) %> - - - <% } %> - - - -<% if ( $monthly_exempt_warning ) { %> -
- 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). -<% } %> - - - - +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"; +