X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fsearch%2Freport_tax.cgi;h=569e6e79afa55803236d16367a786d1b0ba620a9;hp=838335b780e462e91d88221da70d76f7cb14306b;hb=3ce7691203a7737406bf2d4442f7fd84b81f847e;hpb=a060dff493749162467afbdb5ccdb7144ea0c2d5 diff --git a/httemplate/search/report_tax.cgi b/httemplate/search/report_tax.cgi index 838335b78..569e6e79a 100755 --- a/httemplate/search/report_tax.cgi +++ b/httemplate/search/report_tax.cgi @@ -1,211 +1,537 @@ - -<% - -my $user = getotaker; - -$cgi->param('beginning') =~ /^([ 0-9\-\/]{0,10})$/; -my $pbeginning = $1; -my $beginning = $1 ? str2time($1) : 0; - -$cgi->param('ending') =~ /^([ 0-9\-\/]{0,10})$/; -my $pending = $1; -my $ending = ( $1 ? str2time($1) : 4294880896 ) + 86399; - -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 $gotcust = " - WHERE 0 < ( SELECT COUNT(*) FROM cust_main - WHERE ( cust_main.county = cust_main_county.county - OR cust_main_county.county = '' - OR cust_main_county.county IS NULL ) - AND ( cust_main.state = cust_main_county.state - OR cust_main_county.state = '' - OR cust_main_county.state IS NULL ) - AND ( cust_main.country = cust_main_county.country ) - LIMIT 1 - ) -"; - -my($total, $exempt, $taxable, $tax) = ( 0, 0, 0, 0 ); -my $out = 'Out of taxable region(s)'; -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; - - my $fromwhere = $from_join_cust. $join_pkg. $where; - my @param = @base_param; - - if ( $r->taxclass ) { - $fromwhere .= " AND ( taxclass = ? ) "; - push @param, 'taxclass'; - } - - my $nottax = 'pkgnum != 0'; - - my $a = scalar_sql($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; - } - - foreach my $e ( grep { $r->get($_.'tax') !~ /^Y/i } - qw( cust_bill_pkg.setup cust_bill_pkg.recur ) ) { - my $t = scalar_sql($r, \@param, - "SELECT SUM($e) $fromwhere AND $nottax AND ( tax != 'Y' OR tax IS NULL )" - ); - $taxable += $t; - $regions{$label}->{'taxable'} += $t; - $owed += $t * ($r->tax/100); - $regions{$label}->{'owed'} += $t * ($r->tax/100); - - my $x = scalar_sql($r, \@param, - "SELECT SUM($e) $fromwhere AND $nottax AND tax = 'Y'" - ); - $exempt += $x; - $regions{$label}->{'exempt'} += $x; - } - - if ( defined($regions{$label}->{'rate'}) - && $regions{$label}->{'rate'} != $r->tax.'%' ) { - $regions{$label}->{'rate'} = 'variable'; - } else { - $regions{$label}->{'rate'} = $r->tax.'%'; - } - -} - -my $taxwhere = "$from_join_cust $where"; -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"; - - my $label = getlabel($r); - - my $fromwhere = $join_pkg. $where; - my @param = @base_param; - - #match itemdesc if necessary! - my $named_tax = $r->taxname ? 'AND itemdesc = '. dbh->quote($r->taxname) : ''; - my $x = scalar_sql($r, \@taxparam, - "SELECT SUM(cust_bill_pkg.setup+cust_bill_pkg.recur) $taxwhere ". - "AND pkgnum = 0 $named_tax", - ); - $tax += $x; - $regions{$label}->{'tax'} += $x; - -} - -#ordering -my @regions = map $regions{$_}, - sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } - keys %regions; - -push @regions, { - 'label' => 'Total', - 'total' => $total, - 'exempt' => $exempt, - 'taxable' => $taxable, - 'rate' => '', - 'tax' => $tax, -}; - -#-- - -sub getlabel { - my $r = shift; - if ( $r->tax == 0 ) { - $label = $out; - } elsif ( $r->taxname ) { - $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 = $r->taxname. " ($label)" if $r->taxname; - } - return $label; -} - -#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 { - my( $r, $param, $sql ) = @_; - #warn "$sql\n"; - my $sth = dbh->prepare($sql) or die dbh->errstr; - $sth->execute( map $r->$_(), @$param ) - or die "Unexpected error executing statement $sql: ". $sth->errstr; - $sth->fetchrow_arrayref->[0] || 0; -} - +% +% +%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 $join_cust = " +% JOIN cust_bill USING ( invnum ) +% LEFT JOIN cust_main USING ( custnum ) +%"; +%my $from_join_cust = " +% FROM cust_bill_pkg +% $join_cust +%"; +%my $join_pkg = " +% 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; +%} +% +%my $gotcust = " +% WHERE 0 < ( SELECT COUNT(*) FROM cust_main +%"; +%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 { +% +% $gotcust .= " +% WHERE ( cust_main.county = cust_main_county.county +% OR cust_main_county.county = '' +% OR cust_main_county.county IS NULL ) +% AND ( cust_main.state = cust_main_county.state +% OR cust_main_county.state = '' +% OR cust_main_county.state IS NULL ) +% AND ( cust_main.country = cust_main_county.country ) +% LIMIT 1 +% ) +% "; +% +%} +% +%my($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 = (); +%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 @param = @base_param; +% my $mywhere = $where; +% +% if ( $r->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'; +% +% ## 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; +% $regions{$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' " +% ); +% +% $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; +% +% ## calculate monthly exemption (texas tax) for this region +% +% # count up all the cust_tax_exempt_pkg records associated with +% # the actual line items. +% +% 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; +%# } +% +% $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; +% +% $owed += $taxable * ($r->tax/100); +% $regions{$label}->{'owed'} += $taxable * ($r->tax/100); +% +% if ( defined($regions{$label}->{'rate'}) +% && $regions{$label}->{'rate'} != $r->tax.'%' ) { +% $regions{$label}->{'rate'} = 'variable'; +% } else { +% $regions{$label}->{'rate'} = $r->tax.'%'; +% } +% +%} +% +%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', +% {}, +% 'DISTINCT ON (country, state, county, taxname) *', +% $gotcust +% ) +%) { +% +% #warn join('-', map { $r->$_() } qw( country state county taxname ) )."\n"; +% +% my $label = getlabel($r); +% +% #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; +% $regions{$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 @base_regions = +% map $base_regions{$_}, +% sort { ( ($a eq $out) cmp ($b eq $out) ) || ($b cmp $a) } +% keys %base_regions; +% +%push @regions, { +% '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 +% && ! 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; +% } elsif ( $r->taxname ) { +% $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 +% && $cgi->param('show_taxclasses') +% && ! $opt{'no_taxclass'}; +% #$label = $r->taxname. " ($label)" if $r->taxname; +% } +% return $label; +%} +% +%#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 { +% my( $r, $param, $sql ) = @_; +% #warn "$sql\n"; +% my $sth = dbh->prepare($sql) or die dbh->errstr; +% $sth->execute( map $r->$_(), @$param ) +% or die "Unexpected error executing statement $sql: ". $sth->errstr; +% $sth->fetchrow_arrayref->[0] || 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 $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, ) + ) %> -<%= header( "Sales Tax Report - $pbeginning through ".($pending||'now'), - menubar( 'Main Menu'=>$p, ) ) %> -<%= table() %> +<% include('/elements/table-grid.html') %> + - - Sales - Rate - Tax owed - Tax invoiced + + Sales + + Rate + + Tax owed +% unless ( $cgi->param('show_taxclasses') ) { + + Tax invoiced +% } + - Total - Non-taxable - Taxable + Total + + Non-taxable
(tax-exempt customer) + + Non-taxable
(tax-exempt package) + + Non-taxable
(monthly exemption) + + Taxable - <% 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'}; +% } +% } +% +% +% +% +% + + - <%= $region->{'label'} %> - $<%= sprintf('%.2f', $region->{'total'} ) %> - $<%= sprintf('%.2f', $region->{'exempt'} ) %> - $<%= sprintf('%.2f', $region->{'taxable'} ) %> - <%= $region->{'rate'} %> - $<%= sprintf('%.2f', $region->{'owed'} ) %> - $<%= sprintf('%.2f', $region->{'tax'} ) %> + <% $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 ) %> + + + + +% } +