Report: sales tax on orders

app/controllers/spree/admin/reports_controller_decorator.rb

@@ -6,6 +6,7 @@ require 'open_food_network/order_grouper'
 require 'open_food_network/customers_report'
 require 'open_food_network/users_and_enterprises_report'
 require 'open_food_network/order_cycle_management_report'
+require 'open_food_network/sales_tax_report'
 
 Spree::Admin::ReportsController.class_eval do
 
@@ -102,6 +103,36 @@ Spree::Admin::ReportsController.class_eval do
       send_data csv_string, :filename => "orders_and_distributors_#{timestamp}.csv"
     end
   end
+  
+  def sales_tax
+    params[:q] = {} unless params[:q]
+
+    if params[:q][:completed_at_gt].blank?
+      params[:q][:completed_at_gt] = Time.zone.now.beginning_of_month
+    else
+      params[:q][:completed_at_gt] = Time.zone.parse(params[:q][:completed_at_gt]).beginning_of_day rescue Time.zone.now.beginning_of_month
+    end
+
+    if params[:q] && !params[:q][:completed_at_lt].blank?
+      params[:q][:completed_at_lt] = Time.zone.parse(params[:q][:completed_at_lt]).end_of_day rescue ""
+    end
+    params[:q][:meta_sort] ||= "completed_at.desc"
+
+    @search = Spree::Order.complete.not_state(:canceled).managed_by(spree_current_user).search(params[:q])
+    orders = @search.result
+    @distributors = Enterprise.is_distributor.managed_by(spree_current_user)
+
+    @report = OpenFoodNetwork::SalesTaxReport.new orders
+    unless params[:csv]
+      render :html => @report
+    else
+      csv_string = CSV.generate do |csv|
+        csv << @report.header
+        @report.table.each { |row| csv << row }
+      end
+      send_data csv_string, :filename => "sales_tax.csv"
+    end
+  end
 
   def bulk_coop
     params[:q] = {} unless params[:q]
@@ -641,7 +672,8 @@ Spree::Admin::ReportsController.class_eval do
       :products_and_inventory => {:name => "Products & Inventory", :description => ''},
       :sales_total => { :name => "Sales Total", :description => "Sales Total For All Orders" },
       :users_and_enterprises => { :name => "Users & Enterprises", :description => "Enterprise Ownership & Status" },
-      :order_cycle_management => {:name => "Order Cycle Management", :description => ''}
+      :order_cycle_management => {:name => "Order Cycle Management", :description => ''},
+      :sales_tax => { :name => "Sales Tax", :description => "Sales Tax For Orders" }
     }
     # Return only reports the user is authorized to view.
     reports.select { |action| can? action, :report }

app/models/spree/ability_decorator.rb

@@ -153,7 +153,7 @@ class AbilityDecorator
     end
 
     # Reports page
-    can [:admin, :index, :customers, :orders_and_distributors, :group_buys, :bulk_coop, :payments, :orders_and_fulfillment, :products_and_inventory, :order_cycle_management], :report
+    can [:admin, :index, :customers, :group_buys, :bulk_coop, :sales_tax, :payments, :orders_and_distributors, :orders_and_fulfillment, :products_and_inventory, :order_cycle_management], :report
   end
 
 

config/routes.rb

@@ -123,7 +123,8 @@ Spree::Core::Engine.routes.prepend do
   match '/admin/reports/bulk_coop' => 'admin/reports#bulk_coop', :as => "bulk_coop_admin_reports",  :via  => [:get, :post]
   match '/admin/reports/payments' => 'admin/reports#payments', :as => "payments_admin_reports",  :via  => [:get, :post]
   match '/admin/reports/orders_and_fulfillment' => 'admin/reports#orders_and_fulfillment', :as => "orders_and_fulfillment_admin_reports",  :via  => [:get, :post]
-  match '/admin/reports/users_and_enterprises' => 'admin/reports#users_and_enterprises', :as => "users_and_enterprises_admin_reports",  :via  => [:get, :post]
+  match '/admin/reports/users_and_enterprises' => 'admin/reports#users_and_enterprises', :as => "users_and_enterprises_admin_reports",  :via => [:get, :post]
+  match '/admin/reports/sales_tax' => 'admin/reports#sales_tax', :as => "sales_tax_admin_reports",  :via  => [:get, :post]
   match '/admin/products/bulk_edit' => 'admin/products#bulk_edit', :as => "bulk_edit_admin_products"
   match '/admin/orders/bulk_management' => 'admin/orders#bulk_management', :as => "admin_bulk_order_management"
   match '/admin/reports/products_and_inventory' => 'admin/reports#products_and_inventory', :as => "products_and_inventory_admin_reports",  :via  => [:get, :post]

lib/open_food_network/sales_tax_report.rb

@@ -0,0 +1,49 @@
+
+module OpenFoodNetwork
+  class SalesTaxReport
+
+    def initialize orders
+      @orders = orders
+    end
+
+    def header
+      ["Order number", "Date", "Items", "Items total", "Taxable Items Total", "Sales Tax", 
+        "Delivery Charge", "Tax on Delivery", "Total Tax", "Customer", "Distributor"]
+    end
+
+    def table
+      sales_tax_details = []
+      @orders.each do |order|
+        totals = {"items" => 0, "items_total" => 0.0, "taxable_total" => 0.0, "sales_tax" => 0.0}
+        
+        order.line_items.each do |line_item|
+          totals["items"] += line_item.quantity
+          totals["items_total"] += line_item.price * line_item.quantity
+          
+          tax_rate = Spree::TaxRate.find_by_tax_category_id(line_item.variant.product.tax_category_id).andand.amount
+          
+          if tax_rate != nil && tax_rate != 0
+            totals["taxable_total"] += (line_item.price * line_item.quantity)
+            totals["sales_tax"] += (line_item.price * line_item.quantity) * tax_rate
+          end
+        end
+        
+        shipping_cost = order.adjustments.find_by_label("Shipping").andand.amount
+        shipping_cost = (shipping_cost == nil) ? 0.0 : shipping_cost
+        shipping_tax = (Spree::Config[:shipment_inc_vat] && shipping_cost != nil) ? shipping_cost * 0.2 : 0.0
+        
+        #config option for charging tax on shipping fee or not? exists, need to set rate...
+        #calculate additional tax for shipping...
+        #ignore non-shipping adjustments? any potential issues?
+        #show payment status? other necessary/useful info?
+        #check which orders are pulled, and which are filtered out... maybe have a dropdown to make it explicit...?
+        
+        sales_tax_details << [order.number, order.created_at, totals["items"], totals["items_total"],
+          totals["taxable_total"], totals["sales_tax"], shipping_cost, shipping_tax, totals["sales_tax"] + shipping_tax,
+          order.bill_address.full_name, order.distributor.andand.name]
+        
+      end
+      sales_tax_details
+    end
+  end
+end

spec/features/admin/reports_spec.rb

@@ -98,6 +98,15 @@ feature %q{
 
     page.should have_content 'Payment State'
   end
+  
+  scenario "Sales Tax report" do
+    login_to_admin_section
+    click_link 'Reports'
+    click_link 'Sales Tax'
+
+    page.should have_content 'Total Tax'
+    page.should have_select 'distributor_id'
+  end
 
   describe "orders & fulfilment reports" do
     it "loads the report page" do