[freeside-commits] branch FREESIDE_4_BRANCH updated. ba71bae1f43dc98cdf24d6d6e4681145b5327ef9
Mark Wells
mark at 420.am
Tue Jul 7 12:02:34 PDT 2015
The branch, FREESIDE_4_BRANCH has been updated
via ba71bae1f43dc98cdf24d6d6e4681145b5327ef9 (commit)
from 45ac1a8f1af9c7d63d296497a305b82f07eccab6 (commit)
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not appeared on any other notification email; so we list those
revisions in full, below.
- Log -----------------------------------------------------------------
commit ba71bae1f43dc98cdf24d6d6e4681145b5327ef9
Author: Mark Wells <mark at freeside.biz>
Date: Tue Jul 7 11:31:42 2015 -0700
optionally include discounts in sales report, #37124
diff --git a/FS/FS/Report/Table.pm b/FS/FS/Report/Table.pm
index eef983d..cba968b 100644
--- a/FS/FS/Report/Table.pm
+++ b/FS/FS/Report/Table.pm
@@ -439,8 +439,8 @@ sub cust_pkg_recur_cost {
=item cust_bill_pkg: the total package charges on invoice line items.
-'charges': limit the type of charges included (setup, recur, usage).
-Should be a string containing one or more of 'S', 'R', or 'U'; if
+'charges': limit the type of charges included (setup, recur, usage, discount).
+Should be a string containing one or more of 'S', 'R', 'U', or 'D'; if
unspecified, defaults to all three.
'classnum': limit to this package class.
@@ -470,6 +470,7 @@ sub cust_bill_pkg {
$sum += $self->cust_bill_pkg_setup(@_) if $charges{S};
$sum += $self->cust_bill_pkg_recur(@_) if $charges{R};
$sum += $self->cust_bill_pkg_detail(@_) if $charges{U};
+ $sum += $self->cust_bill_pkg_discount(@_) if $charges{D};
if ($opt{'average_per_cust_pkg'}) {
my $count = $self->cust_bill_pkg_count_pkgnum(@_);
@@ -656,47 +657,28 @@ sub cust_bill_pkg_detail {
}
sub cust_bill_pkg_discount {
- my( $self, $speriod, $eperiod, $agentnum, %opt ) = @_;
-
- #need to do this the new multi-classnum way if it gets re-enabled
- #my $where = '';
- #my $comparison = '';
- #if ( $opt{'classnum'} =~ /^(\d+)$/ ) {
- # if ( $1 == 0 ) {
- # $comparison = "IS NULL";
- # } else {
- # $comparison = "= $1";
- # }
- #
- # if ( $opt{'use_override'} ) {
- # $where = "(
- # part_pkg.classnum $comparison AND pkgpart_override IS NULL OR
- # override.classnum $comparison AND pkgpart_override IS NOT NULL
- # )";
- # } else {
- # $where = "part_pkg.classnum $comparison";
- # }
- #}
+ my $self = shift;
+ my ($speriod, $eperiod, $agentnum, %opt) = @_;
+ # apply all the same constraints here as for setup/recur
$agentnum ||= $opt{'agentnum'};
- my $total_sql =
- " SELECT COALESCE( SUM( cust_bill_pkg_discount.amount ), 0 ) ";
+ my @where = (
+ '(pkgnum != 0 OR feepart IS NOT NULL)',
+ $self->with_classnum($opt{'classnum'}, $opt{'use_override'}),
+ $self->with_report_option(%opt),
+ $self->in_time_period_and_agent($speriod, $eperiod, $agentnum),
+ $self->with_refnum(%opt),
+ $self->with_cust_classnum(%opt)
+ );
- $total_sql .=
- " FROM cust_bill_pkg_discount
- LEFT JOIN cust_bill_pkg USING ( billpkgnum )
- LEFT JOIN cust_bill USING ( invnum )
- LEFT JOIN cust_main USING ( custnum )
- WHERE ". $self->in_time_period_and_agent($speriod, $eperiod, $agentnum);
- # LEFT JOIN cust_pkg_discount USING ( pkgdiscountnum )
- # LEFT JOIN discount USING ( discountnum )
- # LEFT JOIN cust_pkg USING ( pkgnum )
- # LEFT JOIN part_pkg USING ( pkgpart )
- # LEFT JOIN part_pkg AS override ON pkgpart_override = override.pkgpart
-
- return $self->scalar_sql($total_sql);
+ my $total_sql = "SELECT COALESCE(SUM(cust_bill_pkg_discount.amount), 0)
+ FROM cust_bill_pkg_discount
+ JOIN cust_bill_pkg USING (billpkgnum)
+ $cust_bill_pkg_join
+ WHERE " . join(' AND ', grep $_, @where);
+ $self->scalar_sql($total_sql);
}
##### package churn report #####
diff --git a/httemplate/graph/cust_bill_pkg.cgi b/httemplate/graph/cust_bill_pkg.cgi
index ea7fee9..b5486f4 100644
--- a/httemplate/graph/cust_bill_pkg.cgi
+++ b/httemplate/graph/cust_bill_pkg.cgi
@@ -27,6 +27,8 @@ my $bottom_link = "$link;";
my $use_usage = $cgi->param('use_usage') || 0;
my $use_setup = $cgi->param('use_setup') || 0;
+my $use_discount = $cgi->param('use_discount') || 2;
+
my $use_override = $cgi->param('use_override') ? 1 : 0;
my $average_per_cust_pkg = $cgi->param('average_per_cust_pkg') ? 1 : 0;
my $distribute = $cgi->param('distribute') ? 1 : 0;
@@ -41,11 +43,13 @@ if ( $average_per_cust_pkg ) {
}
my %charge_labels = (
+ 'SRU'=> 'setup + recurring',
'SR' => 'setup + recurring',
'RU' => 'recurring',
'S' => 'setup',
'R' => 'recurring',
'U' => 'usage',
+ 'D' => 'discount',
);
#XXX or virtual
@@ -186,6 +190,10 @@ elsif ( $use_usage == 2 ) {
$components[-1] =~ s/U//;
}
+if ( $use_discount == 1 ) {
+ push @components, 'D';
+} # else leave discounts off entirely; never combine them with setup/recur
+
# Categorization of line items goes
# Agent -> Referral -> Package class -> Component (setup/recur/usage)
# If per-agent totals are enabled, they go under the Agent level.
@@ -240,21 +248,26 @@ foreach my $agent ( $all_agent || $sel_agent || $FS::CurrentUser::CurrentUser->a
'charges' => $component,
);
- # XXX this is very silly. we should cache it server-side and
- # just put a cache identifier in the link
- my $rowlink = "$link;".
- ($all_agent ? '' : "agentnum=$row_agentnum;").
+ my $row_link = "$link;".
+ "charges=$component;".
+ "distribute=$distribute;";
+
+ if ( $component eq 'D' ) {
+ # discounts ignore 'charges' and 'distribute'
+ $row_link = "${p}search/cust_bill_pkg_discount.html?";
+ }
+
+ $row_link .= ($all_agent ? '' : "agentnum=$row_agentnum;").
($all_part_referral ? '' : "refnum=$row_refnum;").
(join('',map {"cust_classnum=$_;"} @cust_classnums)).
- "distribute=$distribute;".
- "use_override=$use_override;charges=$component;";
- $rowlink .= "$class_param=$_;" foreach @classnums;
+ "use_override=$use_override;";
+ $row_link .= "$class_param=$_;" foreach @classnums;
if ( $all_report_options ) {
push @row_params, 'all_report_options', 1;
- $rowlink .= 'all_report_options=1';
+ $row_link .= 'all_report_options=1';
}
push @params, \@row_params;
- push @links, $rowlink;
+ push @links, $row_link;
@colorbuf = @agent_colors unless @colorbuf;
push @colors, shift @colorbuf;
@@ -293,13 +306,22 @@ foreach my $agent ( $all_agent || $sel_agent || $FS::CurrentUser::CurrentUser->a
($all_part_referral ? () : ('refnum' => $row_refnum)),
'charges' => $component,
);
+
my $row_link = "$link;".
- ($all_agent ? '' : "agentnum=$row_agentnum;").
+ "charges=$component;".
+ "distribute=$distribute;";
+
+ if ( $component eq 'D' ) {
+ # discounts ignore 'charges' and 'distribute'
+ $row_link ="${p}search/cust_bill_pkg_discount.html?";
+ }
+
+ $row_link .= ($all_agent ? '' : "agentnum=$row_agentnum;").
($all_part_referral ? '' : "refnum=$row_refnum;").
(join('',map {"cust_classnum=$_;"} @cust_classnums)).
"$class_param=$row_classnum;".
- "distribute=$distribute;".
- "use_override=$use_override;charges=$component;";
+ "use_override=$use_override;";
+
if ( $class_param eq 'report_optionnum' ) {
push @row_params,
'all_report_options' => 1,
@@ -366,17 +388,6 @@ foreach my $agent ( $all_agent || $sel_agent || $FS::CurrentUser::CurrentUser->a
}
-# may be useful at some point...
-#if ( $average_per_cust_pkg ) {
-# @items = map { ('cust_bill_pkg', 'cust_bill_pkg_count_pkgnum') } @items;
-# @labels = map { $_, "Packages" } @labels;
-# @params = map { $_, $_ } @params;
-# @links = map { $_, $_ } @links;
-# @colors = map { $_, $_ } @colors;
-# @no_graph = map { $_, 1 } @no_graph;
-#}
-#
-
#use Data::Dumper;
if ( $cgi->param('debug') == 1 ) {
$FS::Report::Table::DEBUG = 1;
diff --git a/httemplate/graph/report_cust_bill_pkg.html b/httemplate/graph/report_cust_bill_pkg.html
index 76d3a6c..1db86e3 100644
--- a/httemplate/graph/report_cust_bill_pkg.html
+++ b/httemplate/graph/report_cust_bill_pkg.html
@@ -190,6 +190,12 @@ window.onload = class_mode_changed;
'onchange'=> 'enable_agent_totals',
&>
% }
+<& /elements/tr-select.html,
+ 'label' => 'Discounts',
+ 'field' => 'use_discount',
+ 'options' => [ 1, 2 ],
+ 'labels' => { 1 => 'Separate', 2 => 'Do not show' },
+&>
<TR>
<TD ALIGN="right">Colors</TD>
diff --git a/httemplate/search/cust_bill_pkg.cgi b/httemplate/search/cust_bill_pkg.cgi
index 91fe4e0..6c2cfde 100644
--- a/httemplate/search/cust_bill_pkg.cgi
+++ b/httemplate/search/cust_bill_pkg.cgi
@@ -193,8 +193,8 @@ my $conf = new FS::Conf;
my $money_char = $conf->config('money_char') || '$';
my @select = ( 'cust_bill_pkg.*', 'cust_bill._date' );
-my @total = ( 'COUNT(*)', 'SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)');
-my @total_desc = ( $money_char.'%.2f total' ); # sprintf strings
+my @total = ( 'COUNT(*)' );
+my @total_desc = ();
my @peritem = ( 'setup', 'recur' );
my @peritem_desc = ( 'Setup charges', 'Recurring charges' );
@@ -516,14 +516,32 @@ if ( $cgi->param('nottax') ) {
# setup/recur/usage separation
my %charges = map { $_ => 1 } split('', $cgi->param('charges') || 'SRU');
- if ( $charges{R} and $charges{U} ) {
+ if ( $charges{S} and $charges{R} and $charges{U} ) {
+ # in this case, show discounts
- # default, don't change @peritem or @total
- if ( !$charges{S} ) {
- push @where, 'cust_bill_pkg.recur > 0';
- $total[1] = "SUM(cust_bill_pkg.recur)";
- $total_desc[0] = "$money_char%.2f recurring";
- }
+ $join_pkg .= ' JOIN (
+ SELECT billpkgnum, COALESCE(SUM(amount), 0) AS discounted
+ FROM cust_bill_pkg_discount RIGHT JOIN cust_bill_pkg USING (billpkgnum)
+ GROUP BY billpkgnum
+ ) AS _discount ON (cust_bill_pkg.billpkgnum = _discount.billpkgnum)
+ ';
+ push @select, '_discount.discounted';
+
+ push @peritem, 'discounted';
+ push @peritem_desc, 'Discount';
+ push @total, 'SUM(cust_bill_pkg.setup + cust_bill_pkg.recur + discounted)',
+ 'SUM(discounted)',
+ 'SUM(cust_bill_pkg.setup + cust_bill_pkg.recur)';
+ push @total_desc, "$money_char%.2f gross sales",
+ "− $money_char%.2f discounted",
+ "= $money_char%.2f invoiced";
+
+ } elsif ( $charges{R} and $charges{U} ) {
+
+ # hide rows with no recurring fee, and show the sum of recurring fees only
+ push @where, 'cust_bill_pkg.recur > 0';
+ push @total, "SUM(cust_bill_pkg.recur)";
+ push @total_desc, "$money_char%.2f recurring";
} elsif ( $charges{R} and !$charges{U} ) {
@@ -532,8 +550,8 @@ if ( $cgi->param('nottax') ) {
push @select, "($recur_no_usage) AS recur_no_usage";
$peritem[1] = 'recur_no_usage';
$peritem_desc[1] = 'Recurring charges (excluding usage)';
- $total[1] = "SUM($recur_no_usage)";
- $total_desc[0] = "$money_char%.2f recurring";
+ push @total, "SUM($recur_no_usage)";
+ push @total_desc, "$money_char%.2f recurring";
if ( !$charges{S} ) {
push @where, "($recur_no_usage) > 0";
}
@@ -545,8 +563,8 @@ if ( $cgi->param('nottax') ) {
# there's already a method named 'usage'
$peritem[1] = '_usage';
$peritem_desc[1] = 'Usage charge';
- $total[1] = "SUM($usage)";
- $total_desc[0] = "$money_char%.2f usage charges";
+ push @total, "SUM($usage)";
+ push @total_desc, "$money_char%.2f usage charges";
if ( !$charges{S} ) {
push @where, "($usage) > 0";
}
@@ -554,8 +572,8 @@ if ( $cgi->param('nottax') ) {
} elsif ( $charges{S} ) {
push @where, "cust_bill_pkg.setup > 0";
- $total[1] = "SUM(cust_bill_pkg.setup)";
- $total_desc[0] = "$money_char%.2f setup";
+ push @total, "SUM(cust_bill_pkg.setup)";
+ push @total_desc, "$money_char%.2f setup";
} # else huh? you have to have SOME charges
@@ -578,10 +596,11 @@ if ( $cgi->param('nottax') ) {
}
}
- $total[1] = 'SUM(
+ push @total, 'SUM(
COALESCE(cust_bill_pkg_tax_rate_location.amount,
cust_bill_pkg.setup + cust_bill_pkg.recur)
)';
+ push @total_desc, "$money_char%.2f total";
} else { # the internal-tax case
@@ -591,8 +610,9 @@ if ( $cgi->param('nottax') ) {
';
# don't double-count the components of consolidated taxes
- $total[0] = 'COUNT(DISTINCT cust_bill_pkg.billpkgnum)';
- $total[1] = 'SUM(cust_bill_pkg_tax_location.amount)';
+ @total = ( 'COUNT(DISTINCT cust_bill_pkg.billpkgnum)',
+ 'SUM(cust_bill_pkg_tax_location.amount)' );
+ @total_desc = "$money_char%.2f total";
# package classnum
if ( grep { $_ eq 'classnum' } $cgi->param ) {
-----------------------------------------------------------------------
Summary of changes:
FS/FS/Report/Table.pm | 58 ++++++++++------------------
httemplate/graph/cust_bill_pkg.cgi | 57 ++++++++++++++++-----------
httemplate/graph/report_cust_bill_pkg.html | 6 +++
httemplate/search/cust_bill_pkg.cgi | 56 ++++++++++++++++++---------
4 files changed, 98 insertions(+), 79 deletions(-)
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