stage #1
88
ajax/ajax_invoice_apply_credit.php
Normal file
88
ajax/ajax_invoice_apply_credit.php
Normal file
@@ -0,0 +1,88 @@
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||||
<?php
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||||
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require_once '../includes/ajax_header.php';
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$invoice_id = intval($_GET['id']);
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$sql = mysqli_query(
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$mysqli,
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"SELECT * FROM invoices
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LEFT JOIN clients ON invoice_client_id = client_id
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LEFT JOIN contacts ON client_id = contact_client_id AND contact_primary = 1
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WHERE invoice_id = $invoice_id
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LIMIT 1"
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);
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$row = mysqli_fetch_array($sql);
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$invoice_id = intval($row['invoice_id']);
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$invoice_prefix = nullable_htmlentities($row['invoice_prefix']);
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$invoice_number = intval($row['invoice_number']);
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$invoice_amount = floatval($row['invoice_amount']);
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$client_id = intval($row['client_id']);
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$client_name = nullable_htmlentities($row['client_name']);
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$client_currency_code = nullable_htmlentities($row['client_currency_code']);
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$contact_name = nullable_htmlentities($row['contact_name']);
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$contact_email = nullable_htmlentities($row['contact_email']);
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// Get Credit Balance
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$sql_credit_balance = mysqli_query($mysqli, "SELECT SUM(credit_amount) AS credit_balance FROM credits WHERE credit_client_id = $client_id");
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$row = mysqli_fetch_array($sql_credit_balance);
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$credit_balance = floatval($row['credit_balance']);
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//Add up all the payments for the invoice and get the total amount paid to the invoice
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$sql_amount_paid = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS amount_paid FROM payments WHERE payment_invoice_id = $invoice_id");
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$row = mysqli_fetch_array($sql_amount_paid);
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$amount_paid = floatval($row['amount_paid']);
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$invoice_balance = $invoice_amount - $amount_paid;
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// Generate the HTML form content using output buffering.
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ob_start();
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?>
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||||
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<div class="modal-header bg-dark">
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<h5 class="modal-title"><i class="fa fa-fw fa-wallet mr-2"></i><?php echo "$invoice_prefix$invoice_number"; ?>: Apply Credit (Balance: <?php echo numfmt_format_currency($currency_format, $credit_balance, $client_currency_code); ?>)</h5>
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||||
<button type="button" class="close text-white" data-dismiss="modal">
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<span>×</span>
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</button>
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</div>
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||||
<form action="post.php" method="post" autocomplete="off">
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<input type="hidden" name="invoice_id" value="<?php echo $invoice_id; ?>">
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<input type="hidden" name="invoice_balance" value="<?php echo $invoice_balance; ?>">
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<input type="hidden" name="currency_code" value="<?php echo $client_currency_code; ?>">
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<div class="modal-body">
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<div class="form-group">
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<label>Credit Amount <strong class="text-danger">*</strong></label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-wallet"></i></span>
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</div>
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<input type="text" class="form-control" inputmode="numeric" pattern="[0-9]*\.?[0-9]{0,2}" name="amount" value="<?php echo number_format($credit_balance, 2, '.', ''); ?>" placeholder="0.00" required>
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||||
</div>
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</div>
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<?php if (!empty($config_smtp_host) && !empty($contact_email)) { ?>
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<div class="form-group">
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<label>Email Receipt</label>
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<div class="custom-control custom-checkbox">
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||||
<input type="checkbox" class="custom-control-input" id="customControlAutosizing" name="email_receipt" value="1" checked>
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||||
<label class="custom-control-label" for="customControlAutosizing"><?php echo $contact_email; ?></label>
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||||
</div>
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</div>
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<?php } ?>
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</div>
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<div class="modal-footer">
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<button type="submit" name="apply_credit" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Apply Credit</button>
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||||
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fas fa-times mr-2"></i>Cancel</button>
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||||
</div>
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||||
</form>
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<?php
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require_once "../includes/ajax_footer.php";
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@@ -36,7 +36,7 @@ $balance = $invoice_amount - $amount_paid;
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ob_start();
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?>
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||||
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<div class="modal-header">
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<div class="modal-header bg-dark">
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<h5 class="modal-title"><i class="fa fa-fw fa-credit-card mr-2"></i><?php echo "$invoice_prefix$invoice_number"; ?>: Make Payment</h5>
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<button type="button" class="close text-white" data-dismiss="modal">
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<span>×</span>
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@@ -46,7 +46,7 @@ ob_start();
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<input type="hidden" name="invoice_id" value="<?php echo $invoice_id; ?>">
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<input type="hidden" name="balance" value="<?php echo $balance; ?>">
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<input type="hidden" name="currency_code" value="<?php echo $client_currency_code; ?>">
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<div class="modal-body bg-white">
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<div class="modal-body">
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<div class="form-row">
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<div class="col-md">
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@@ -169,7 +169,7 @@ ob_start();
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</div>
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<div class="modal-footer bg-white">
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<div class="modal-footer">
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<button type="submit" name="add_payment" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Pay</button>
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<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fas fa-times mr-2"></i>Cancel</button>
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</div>
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852
clients.php
852
clients.php
@@ -80,38 +80,38 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
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?>
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<div class="card card-dark">
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<div class="card-header py-2">
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<h3 class="card-title mt-2"><i class="fa fa-fw fa-user-friends mr-2"></i><?php if($leads_filter == 0){ echo "Clients"; } else { echo "Leads"; } ?></h3>
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<div class="card-tools">
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<?php if (lookupUserPermission("module_client") >= 2) { ?>
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<div class="btn-group">
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<button type="button" class="btn btn-primary" data-toggle="modal" data-target="#addClientModal">
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<i class="fas fa-plus mr-2"></i>New
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<?php if ($leads_filter == 0) { echo "Client"; } else { echo "Lead"; } ?>
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</button>
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<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-toggle="dropdown"></button>
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<div class="dropdown-menu">
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<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#importClientModal">
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<i class="fa fa-fw fa-upload mr-2"></i>Import
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</a>
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<div class="dropdown-divider"></div>
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||||
<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#exportClientModal">
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<i class="fa fa-fw fa-download mr-2"></i>Export
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</a>
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</div>
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<div class="card">
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<div class="card-header bg-dark py-2">
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<h3 class="card-title mt-2"><i class="fa fa-fw fa-user-friends mr-2"></i><?php if($leads_filter == 0){ echo "Clients"; } else { echo "Leads"; } ?></h3>
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<div class="card-tools">
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<?php if (lookupUserPermission("module_client") >= 2) { ?>
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<div class="btn-group">
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<button type="button" class="btn btn-primary" data-toggle="modal" data-target="#addClientModal">
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<i class="fas fa-plus mr-2"></i>New
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<?php if ($leads_filter == 0) { echo "Client"; } else { echo "Lead"; } ?>
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||||
</button>
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||||
<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-toggle="dropdown"></button>
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<div class="dropdown-menu">
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||||
<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#importClientModal">
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<i class="fa fa-fw fa-upload mr-2"></i>Import
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</a>
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<div class="dropdown-divider"></div>
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||||
<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#exportClientModal">
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<i class="fa fa-fw fa-download mr-2"></i>Export
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||||
</a>
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||||
</div>
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||||
<?php } ?>
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</div>
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</div>
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<?php } ?>
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</div>
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||||
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||||
<div class="card-body p-2 p-md-3">
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||||
<form class="mb-4" autocomplete="off">
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||||
<input type="hidden" name="leads" value="<?php echo $leads_filter; ?>">
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||||
<input type="hidden" name="archived" value="<?php echo $archived; ?>">
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||||
<div class="row">
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||||
<div class="col-md-4">
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||||
<div class="input-group mb-3 mb-sm-0">
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||||
</div>
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||||
<div class="card-header pb-1 pt-3">
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||||
<form autocomplete="off">
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<input type="hidden" name="leads" value="<?php echo $leads_filter; ?>">
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||||
<input type="hidden" name="archived" value="<?php echo $archived; ?>">
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||||
<div class="row">
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||||
<div class="col-md-4">
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||||
<div class="form-group">
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||||
<div class="input-group">
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||||
<input type="search" class="form-control" name="q" value="<?php if (isset($q)) { echo stripslashes(nullable_htmlentities($q)); } ?>" placeholder="Search <?php if($leads_filter == 0){ echo "clients"; } else { echo "leads"; } ?>" autofocus>
|
||||
<div class="input-group-append">
|
||||
<button class="btn btn-secondary" type="button" data-toggle="collapse" data-target="#advancedFilter"><i class="fas fa-filter"></i></button>
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||||
@@ -119,440 +119,450 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
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||||
</div>
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||||
</div>
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||||
</div>
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||||
<div class="col-md-8">
|
||||
<div class="btn-toolbar float-right">
|
||||
<div class="btn-group mr-2">
|
||||
<a href="?leads=0" class="btn btn-<?php if ($leads_filter == 0){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-user-friends mr-2"></i>Clients</a>
|
||||
<a href="?leads=1" class="btn btn-<?php if ($leads_filter == 1){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-bullhorn mr-2"></i>Leads</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-8">
|
||||
<div class="btn-toolbar form-group float-right">
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||||
<div class="btn-group mr-2">
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||||
<a href="?leads=0" class="btn btn-<?php if ($leads_filter == 0){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-user-friends mr-2"></i>Clients</a>
|
||||
<a href="?leads=1" class="btn btn-<?php if ($leads_filter == 1){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-bullhorn mr-2"></i>Leads</a>
|
||||
</div>
|
||||
|
||||
<div class="btn-group">
|
||||
<a href="?<?php echo $url_query_strings_sort ?>&archived=<?php if($archived == 1){ echo 0; } else { echo 1; } ?>"
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||||
class="btn btn-<?php if ($archived == 1) { echo "primary"; } else { echo "default"; } ?>">
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||||
<i class="fa fa-fw fa-archive mr-2"></i>Archived
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||||
</a>
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||||
<div class="dropdown ml-2" id="bulkActionButton" hidden>
|
||||
<button class="btn btn-secondary dropdown-toggle" type="button" data-toggle="dropdown">
|
||||
<i class="fas fa-fw fa-layer-group mr-2"></i>Bulk Action (<span id="selectedCount">0</span>)
|
||||
<div class="btn-group">
|
||||
<a href="?<?php echo $url_query_strings_sort ?>&archived=<?php if($archived == 1){ echo 0; } else { echo 1; } ?>"
|
||||
class="btn btn-<?php if ($archived == 1) { echo "primary"; } else { echo "default"; } ?>">
|
||||
<i class="fa fa-fw fa-archive mr-2"></i>Archived
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||||
</a>
|
||||
<div class="dropdown ml-2" id="bulkActionButton" hidden>
|
||||
<button class="btn btn-secondary dropdown-toggle" type="button" data-toggle="dropdown">
|
||||
<i class="fas fa-fw fa-layer-group mr-2"></i>Bulk Action (<span id="selectedCount">0</span>)
|
||||
</button>
|
||||
<div class="dropdown-menu">
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditHourlyRateModal">
|
||||
<i class="fas fa-fw fa-clock mr-2"></i>Set Hourly Rate
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||||
</a>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditIndustryModal">
|
||||
<i class="fas fa-fw fa-briefcase mr-2"></i>Set Industry
|
||||
</a>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditReferralModal">
|
||||
<i class="fas fa-fw fa-link mr-2"></i>Set Referral
|
||||
</a>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkAssignTagsModal">
|
||||
<i class="fas fa-fw fa-tags mr-2"></i>Assign Tags
|
||||
</a>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkSendEmailModal">
|
||||
<i class="fas fa-fw fa-paper-plane mr-2"></i>Send Email
|
||||
</a>
|
||||
<?php if ($archived) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<button class="dropdown-item text-info"
|
||||
type="submit" form="bulkActions" name="bulk_unarchive_clients">
|
||||
<i class="fas fa-fw fa-redo mr-2"></i>Restore
|
||||
</button>
|
||||
<div class="dropdown-menu">
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditHourlyRateModal">
|
||||
<i class="fas fa-fw fa-clock mr-2"></i>Set Hourly Rate
|
||||
</a>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditIndustryModal">
|
||||
<i class="fas fa-fw fa-briefcase mr-2"></i>Set Industry
|
||||
</a>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditReferralModal">
|
||||
<i class="fas fa-fw fa-link mr-2"></i>Set Referral
|
||||
</a>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkAssignTagsModal">
|
||||
<i class="fas fa-fw fa-tags mr-2"></i>Assign Tags
|
||||
</a>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkSendEmailModal">
|
||||
<i class="fas fa-fw fa-paper-plane mr-2"></i>Send Email
|
||||
</a>
|
||||
<?php if ($archived) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<button class="dropdown-item text-info"
|
||||
type="submit" form="bulkActions" name="bulk_unarchive_clients">
|
||||
<i class="fas fa-fw fa-redo mr-2"></i>Restore
|
||||
</button>
|
||||
<?php } else { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<button class="dropdown-item text-danger confirm-link"
|
||||
type="submit" form="bulkActions" name="bulk_archive_clients">
|
||||
<i class="fas fa-fw fa-archive mr-2"></i>Archive
|
||||
</button>
|
||||
<?php } ?>
|
||||
</div>
|
||||
<?php } else { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<button class="dropdown-item text-danger confirm-link"
|
||||
type="submit" form="bulkActions" name="bulk_archive_clients">
|
||||
<i class="fas fa-fw fa-archive mr-2"></i>Archive
|
||||
</button>
|
||||
<?php } ?>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="collapse mt-3
|
||||
<?php
|
||||
if (
|
||||
isset($_GET['dtf'])
|
||||
|| $industry_filter
|
||||
|| $referral_filter
|
||||
|| (isset($_GET['tags']) && is_array($_GET['tags']))
|
||||
|| $_GET['canned_date'] !== "custom" )
|
||||
{
|
||||
echo "show";
|
||||
}
|
||||
?>
|
||||
"
|
||||
id="advancedFilter"
|
||||
>
|
||||
<div class="row">
|
||||
<div class="col-md-2">
|
||||
<div class="form-group">
|
||||
<label>Canned date</label>
|
||||
<select onchange="this.form.submit()" class="form-control select2" name="canned_date">
|
||||
<option <?php if ($_GET['canned_date'] == "custom") { echo "selected"; } ?> value="custom">Custom</option>
|
||||
<option <?php if ($_GET['canned_date'] == "today") { echo "selected"; } ?> value="today">Today</option>
|
||||
<option <?php if ($_GET['canned_date'] == "yesterday") { echo "selected"; } ?> value="yesterday">Yesterday</option>
|
||||
<option <?php if ($_GET['canned_date'] == "thisweek") { echo "selected"; } ?> value="thisweek">This Week</option>
|
||||
<option <?php if ($_GET['canned_date'] == "lastweek") { echo "selected"; } ?> value="lastweek">Last Week</option>
|
||||
<option <?php if ($_GET['canned_date'] == "thismonth") { echo "selected"; } ?> value="thismonth">This Month</option>
|
||||
<option <?php if ($_GET['canned_date'] == "lastmonth") { echo "selected"; } ?> value="lastmonth">Last Month</option>
|
||||
<option <?php if ($_GET['canned_date'] == "thisyear") { echo "selected"; } ?> value="thisyear">This Year</option>
|
||||
<option <?php if ($_GET['canned_date'] == "lastyear") { echo "selected"; } ?> value="lastyear">Last Year</option>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
<div
|
||||
class="collapse
|
||||
<?php
|
||||
if (
|
||||
isset($_GET['dtf'])
|
||||
|| $industry_filter
|
||||
|| $referral_filter
|
||||
|| (isset($_GET['tags']) && is_array($_GET['tags']))
|
||||
|| $_GET['canned_date'] !== "custom" )
|
||||
{
|
||||
echo "show";
|
||||
}
|
||||
?>
|
||||
"
|
||||
id="advancedFilter"
|
||||
>
|
||||
<div class="row">
|
||||
<div class="col-md-2">
|
||||
<div class="form-group">
|
||||
<label>Canned date</label>
|
||||
<select onchange="this.form.submit()" class="form-control select2" name="canned_date">
|
||||
<option <?php if ($_GET['canned_date'] == "custom") { echo "selected"; } ?> value="custom">Custom</option>
|
||||
<option <?php if ($_GET['canned_date'] == "today") { echo "selected"; } ?> value="today">Today</option>
|
||||
<option <?php if ($_GET['canned_date'] == "yesterday") { echo "selected"; } ?> value="yesterday">Yesterday</option>
|
||||
<option <?php if ($_GET['canned_date'] == "thisweek") { echo "selected"; } ?> value="thisweek">This Week</option>
|
||||
<option <?php if ($_GET['canned_date'] == "lastweek") { echo "selected"; } ?> value="lastweek">Last Week</option>
|
||||
<option <?php if ($_GET['canned_date'] == "thismonth") { echo "selected"; } ?> value="thismonth">This Month</option>
|
||||
<option <?php if ($_GET['canned_date'] == "lastmonth") { echo "selected"; } ?> value="lastmonth">Last Month</option>
|
||||
<option <?php if ($_GET['canned_date'] == "thisyear") { echo "selected"; } ?> value="thisyear">This Year</option>
|
||||
<option <?php if ($_GET['canned_date'] == "lastyear") { echo "selected"; } ?> value="lastyear">Last Year</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<div class="form-group">
|
||||
<label>Date from</label>
|
||||
<input onchange="this.form.submit()" type="date" class="form-control" name="dtf" max="2999-12-31" value="<?php echo nullable_htmlentities($dtf); ?>">
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<div class="form-group">
|
||||
<label>Date from</label>
|
||||
<input onchange="this.form.submit()" type="date" class="form-control" name="dtf" max="2999-12-31" value="<?php echo nullable_htmlentities($dtf); ?>">
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<div class="form-group">
|
||||
<label>Date to</label>
|
||||
<input onchange="this.form.submit()" type="date" class="form-control" name="dtt" max="2999-12-31" value="<?php echo nullable_htmlentities($dtt); ?>">
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<div class="form-group">
|
||||
<label>Date to</label>
|
||||
<input onchange="this.form.submit()" type="date" class="form-control" name="dtt" max="2999-12-31" value="<?php echo nullable_htmlentities($dtt); ?>">
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<div class="form-group">
|
||||
<label>Tag</label>
|
||||
<div class="input-group">
|
||||
|
||||
<select onchange="this.form.submit()" class="form-control select2" name="tags[]" data-placeholder="- Select Tags -" multiple>
|
||||
<?php
|
||||
$sql_tags_filter = mysqli_query($mysqli, "
|
||||
SELECT tags.tag_id, tags.tag_name
|
||||
FROM tags
|
||||
LEFT JOIN client_tags ON client_tags.tag_id = tags.tag_id
|
||||
WHERE tag_type = 1
|
||||
GROUP BY tags.tag_id
|
||||
HAVING COUNT(client_tags.client_id) > 0 OR tags.tag_id IN ($tag_filter)
|
||||
");
|
||||
while ($row = mysqli_fetch_array($sql_tags_filter)) {
|
||||
$tag_id = intval($row['tag_id']);
|
||||
$tag_name = nullable_htmlentities($row['tag_name']); ?>
|
||||
<select onchange="this.form.submit()" class="form-control select2" name="tags[]" data-placeholder="- Select Tags -" multiple>
|
||||
<?php
|
||||
$sql_tags_filter = mysqli_query($mysqli, "
|
||||
SELECT tags.tag_id, tags.tag_name
|
||||
FROM tags
|
||||
LEFT JOIN client_tags ON client_tags.tag_id = tags.tag_id
|
||||
WHERE tag_type = 1
|
||||
GROUP BY tags.tag_id
|
||||
HAVING COUNT(client_tags.client_id) > 0 OR tags.tag_id IN ($tag_filter)
|
||||
");
|
||||
while ($row = mysqli_fetch_array($sql_tags_filter)) {
|
||||
$tag_id = intval($row['tag_id']);
|
||||
$tag_name = nullable_htmlentities($row['tag_name']); ?>
|
||||
|
||||
<option value="<?php echo $tag_id ?>" <?php if (isset($_GET['tags']) && is_array($_GET['tags']) && in_array($tag_id, $_GET['tags'])) { echo 'selected'; } ?>> <?php echo $tag_name ?> </option>
|
||||
<option value="<?php echo $tag_id ?>" <?php if (isset($_GET['tags']) && is_array($_GET['tags']) && in_array($tag_id, $_GET['tags'])) { echo 'selected'; } ?>> <?php echo $tag_name ?> </option>
|
||||
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-2">
|
||||
<div class="form-group">
|
||||
<label>Industry</label>
|
||||
<select class="form-control select2" name="industry" onchange="this.form.submit()">
|
||||
<option value="">- All Industries -</option>
|
||||
</div>
|
||||
<div class="col-sm-2">
|
||||
<div class="form-group">
|
||||
<label>Industry</label>
|
||||
<select class="form-control select2" name="industry" onchange="this.form.submit()">
|
||||
<option value="">- All Industries -</option>
|
||||
|
||||
<?php
|
||||
$sql_industries_filter = mysqli_query($mysqli, "SELECT DISTINCT client_type FROM clients WHERE client_archived_at IS NULL AND client_type != '' ORDER BY client_type ASC");
|
||||
while ($row = mysqli_fetch_array($sql_industries_filter)) {
|
||||
$industry_name = nullable_htmlentities($row['client_type']);
|
||||
?>
|
||||
<option <?php if ($industry_name == $industry_filter) { echo "selected"; } ?>><?php echo $industry_name; ?></option>
|
||||
<?php
|
||||
}
|
||||
?>
|
||||
<?php
|
||||
$sql_industries_filter = mysqli_query($mysqli, "SELECT DISTINCT client_type FROM clients WHERE client_archived_at IS NULL AND client_type != '' ORDER BY client_type ASC");
|
||||
while ($row = mysqli_fetch_array($sql_industries_filter)) {
|
||||
$industry_name = nullable_htmlentities($row['client_type']);
|
||||
?>
|
||||
<option <?php if ($industry_name == $industry_filter) { echo "selected"; } ?>><?php echo $industry_name; ?></option>
|
||||
<?php
|
||||
}
|
||||
?>
|
||||
|
||||
</select>
|
||||
</div>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-2">
|
||||
<div class="form-group">
|
||||
<label>Referral</label>
|
||||
<select class="form-control select2" name="referral" onchange="this.form.submit()">
|
||||
<option value="">- All Referrals -</option>
|
||||
</div>
|
||||
<div class="col-sm-2">
|
||||
<div class="form-group">
|
||||
<label>Referral</label>
|
||||
<select class="form-control select2" name="referral" onchange="this.form.submit()">
|
||||
<option value="">- All Referrals -</option>
|
||||
|
||||
<?php
|
||||
$sql_referrals_filter = mysqli_query($mysqli, "SELECT DISTINCT client_referral FROM clients WHERE client_archived_at IS NULL AND client_referral != '' ORDER BY client_referral ASC");
|
||||
while ($row = mysqli_fetch_array($sql_referrals_filter)) {
|
||||
$referral_name = nullable_htmlentities($row['client_referral']);
|
||||
?>
|
||||
<option <?php if ($referral_name == $referral_filter) { echo "selected"; } ?>><?php echo $referral_name; ?></option>
|
||||
<?php
|
||||
}
|
||||
?>
|
||||
<?php
|
||||
$sql_referrals_filter = mysqli_query($mysqli, "SELECT DISTINCT client_referral FROM clients WHERE client_archived_at IS NULL AND client_referral != '' ORDER BY client_referral ASC");
|
||||
while ($row = mysqli_fetch_array($sql_referrals_filter)) {
|
||||
$referral_name = nullable_htmlentities($row['client_referral']);
|
||||
?>
|
||||
<option <?php if ($referral_name == $referral_filter) { echo "selected"; } ?>><?php echo $referral_name; ?></option>
|
||||
<?php
|
||||
}
|
||||
?>
|
||||
|
||||
</select>
|
||||
</div>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
<hr>
|
||||
<form id="bulkActions" action="post.php" method="post" enctype="multipart/form-data">
|
||||
<input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<div class="table-responsive-sm">
|
||||
<table class="table table-striped table-hover table-borderless">
|
||||
<thead class="<?php if ($num_rows[0] == 0) { echo "d-none"; } ?> text-nowrap">
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
<form id="bulkActions" action="post.php" method="post" enctype="multipart/form-data">
|
||||
<input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<div class="table-responsive-sm">
|
||||
<table class="table table-hover table-borderless mb-0">
|
||||
<thead class="<?php if ($num_rows[0] == 0) { echo "d-none"; } ?> text-nowrap bg-light">
|
||||
<tr>
|
||||
<td class="bg-light pr-0">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" id="selectAllCheckbox" type="checkbox" onclick="checkAll(this)">
|
||||
</div>
|
||||
</td>
|
||||
<th>
|
||||
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=client_name&order=<?php echo $disp; ?>">
|
||||
Client Name <?php if ($sort == 'client_name') { echo $order_icon; } ?>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=location_city&order=<?php echo $disp; ?>">
|
||||
Primary Location <?php if ($sort == 'location_city') { echo $order_icon; } ?>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=contact_name&order=<?php echo $disp; ?>">
|
||||
Primary Contact
|
||||
<?php if ($sort == 'contact_name') { echo $order_icon; } ?>
|
||||
</a>
|
||||
</th>
|
||||
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?> <th class="text-right">Billing</th> <?php } ?>
|
||||
<?php if (lookupUserPermission("module_client") >= 2) { ?> <th class="text-center">Action</th> <?php } ?>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php
|
||||
|
||||
while ($row = mysqli_fetch_array($sql)) {
|
||||
$client_id = intval($row['client_id']);
|
||||
$client_name = nullable_htmlentities($row['client_name']);
|
||||
$client_type = nullable_htmlentities($row['client_type']);
|
||||
$location_id = intval($row['location_id']);
|
||||
$location_country = nullable_htmlentities($row['location_country']);
|
||||
$location_address = nullable_htmlentities($row['location_address']);
|
||||
$location_city = nullable_htmlentities($row['location_city']);
|
||||
$location_state = nullable_htmlentities($row['location_state']);
|
||||
$location_zip = nullable_htmlentities($row['location_zip']);
|
||||
if (empty($location_address) && empty($location_city) && empty($location_state) && empty($location_zip)) {
|
||||
$location_address_display = "-";
|
||||
} else {
|
||||
$location_address_display = "<i class='fa fa-fw fa-map-marker-alt text-secondary mr-2'></i>$location_address<br><i class='fa fa-fw mr-2'></i>$location_city $location_state $location_zip<br><i class='fa fa-fw mr-2'></i><small>$location_country</small>";
|
||||
}
|
||||
$contact_id = intval($row['contact_id']);
|
||||
$contact_name = nullable_htmlentities($row['contact_name']);
|
||||
$contact_title = nullable_htmlentities($row['contact_title']);
|
||||
$contact_phone_country_code = nullable_htmlentities($row['contact_phone_country_code']);
|
||||
$contact_phone = nullable_htmlentities(formatPhoneNumber($row['contact_phone'], $contact_phone_country_code));
|
||||
$contact_extension = nullable_htmlentities($row['contact_extension']);
|
||||
$contact_mobile_country_code = nullable_htmlentities($row['contact_mobile_country_code']);
|
||||
$contact_mobile = nullable_htmlentities(formatPhoneNumber($row['contact_mobile'], $contact_mobile_country_code));
|
||||
$contact_email = nullable_htmlentities($row['contact_email']);
|
||||
$client_website = nullable_htmlentities($row['client_website']);
|
||||
$client_rate = floatval($row['client_rate']);
|
||||
$client_currency_code = nullable_htmlentities($row['client_currency_code']);
|
||||
$client_net_terms = intval($row['client_net_terms']);
|
||||
$client_tax_id_number = nullable_htmlentities($row['client_tax_id_number']);
|
||||
$client_referral = nullable_htmlentities($row['client_referral']);
|
||||
$client_abbreviation = nullable_htmlentities($row['client_abbreviation']);
|
||||
$client_notes = nullable_htmlentities($row['client_notes']);
|
||||
$client_created_at = date('Y-m-d', strtotime($row['client_created_at']));
|
||||
$client_updated_at = nullable_htmlentities($row['client_updated_at']);
|
||||
$client_archived_at = nullable_htmlentities($row['client_archived_at']);
|
||||
$client_is_lead = intval($row['client_lead']);
|
||||
|
||||
// Abbreviation
|
||||
if (empty($client_abbreviation)) {
|
||||
$client_abbreviation = shortenClient($client_name);
|
||||
}
|
||||
|
||||
// Client Tags
|
||||
|
||||
$client_tag_name_display_array = array();
|
||||
$client_tag_id_array = array();
|
||||
$sql_client_tags = mysqli_query($mysqli, "SELECT * FROM client_tags LEFT JOIN tags ON client_tags.tag_id = tags.tag_id WHERE client_id = $client_id ORDER BY tag_name ASC");
|
||||
while ($row = mysqli_fetch_array($sql_client_tags)) {
|
||||
|
||||
$client_tag_id = intval($row['tag_id']);
|
||||
$client_tag_name = nullable_htmlentities($row['tag_name']);
|
||||
$client_tag_color = nullable_htmlentities($row['tag_color']);
|
||||
if (empty($client_tag_color)) {
|
||||
$client_tag_color = "dark";
|
||||
}
|
||||
$client_tag_icon = nullable_htmlentities($row['tag_icon']);
|
||||
if (empty($client_tag_icon)) {
|
||||
$client_tag_icon = "tag";
|
||||
}
|
||||
|
||||
$client_tag_id_array[] = $client_tag_id;
|
||||
$client_tag_name_display_array[] = "<a href='clients.php?tags[]=$client_tag_id'><span class='badge text-light p-1 mr-1' style='background-color: $client_tag_color;'><i class='fa fa-fw fa-$client_tag_icon mr-2'></i>$client_tag_name</span></a>";
|
||||
}
|
||||
$client_tags_display = implode('', $client_tag_name_display_array);
|
||||
|
||||
//Add up all the payments for the invoice and get the total amount paid to the invoice
|
||||
$sql_invoice_amounts = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_amounts FROM invoices WHERE invoice_client_id = $client_id AND invoice_status != 'Draft' AND invoice_status != 'Cancelled' AND invoice_status != 'Non-Billable' ");
|
||||
$row = mysqli_fetch_array($sql_invoice_amounts);
|
||||
|
||||
$invoice_amounts = floatval($row['invoice_amounts']);
|
||||
|
||||
$sql_amount_paid = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS amount_paid FROM payments, invoices WHERE payment_invoice_id = invoice_id AND invoice_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_amount_paid);
|
||||
|
||||
$amount_paid = floatval($row['amount_paid']);
|
||||
|
||||
$balance = $invoice_amounts - $amount_paid;
|
||||
//set Text color on balance
|
||||
if ($balance > 0) {
|
||||
$balance_text_color = "text-danger font-weight-bold";
|
||||
} else {
|
||||
$balance_text_color = "";
|
||||
}
|
||||
|
||||
// Get Credit Balance
|
||||
$sql_credit_balance = mysqli_query($mysqli, "SELECT SUM(credit_amount) AS credit_balance FROM credits WHERE credit_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_credit_balance);
|
||||
|
||||
$credit_balance = floatval($row['credit_balance']);
|
||||
|
||||
//Get Monthly Recurring Total
|
||||
$sql_recurring_monthly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_monthly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'month' AND recurring_invoice_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_recurring_monthly_total);
|
||||
|
||||
$recurring_monthly_total = floatval($row['recurring_monthly_total']);
|
||||
|
||||
//Get Yearly Recurring Total
|
||||
$sql_recurring_yearly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_yearly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'year' AND recurring_invoice_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_recurring_yearly_total);
|
||||
|
||||
$recurring_yearly_total = floatval($row['recurring_yearly_total']) / 12;
|
||||
|
||||
$recurring_monthly = $recurring_monthly_total + $recurring_yearly_total;
|
||||
|
||||
?>
|
||||
<tr>
|
||||
<td class="bg-light pr-0">
|
||||
<td class="pr-0 bg-light">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" id="selectAllCheckbox" type="checkbox" onclick="checkAll(this)">
|
||||
<input class="form-check-input bulk-select" type="checkbox" name="client_ids[]" value="<?php echo $client_id ?>">
|
||||
</div>
|
||||
</td>
|
||||
<th>
|
||||
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=client_name&order=<?php echo $disp; ?>">
|
||||
Client Name <?php if ($sort == 'client_name') { echo $order_icon; } ?>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=location_city&order=<?php echo $disp; ?>">
|
||||
Primary Location <?php if ($sort == 'location_city') { echo $order_icon; } ?>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=contact_name&order=<?php echo $disp; ?>">
|
||||
Primary Contact
|
||||
<?php if ($sort == 'contact_name') { echo $order_icon; } ?>
|
||||
</a>
|
||||
</th>
|
||||
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?> <th class="text-right">Billing</th> <?php } ?>
|
||||
<?php if (lookupUserPermission("module_client") >= 2) { ?> <th class="text-center">Action</th> <?php } ?>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php
|
||||
<td>
|
||||
<a data-toggle="tooltip" data-placement="right" title="Client ID: <?php echo $client_id; ?>" class="font-weight-bold" href="client_overview.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?></a>
|
||||
|
||||
while ($row = mysqli_fetch_array($sql)) {
|
||||
$client_id = intval($row['client_id']);
|
||||
$client_name = nullable_htmlentities($row['client_name']);
|
||||
$client_type = nullable_htmlentities($row['client_type']);
|
||||
$location_id = intval($row['location_id']);
|
||||
$location_country = nullable_htmlentities($row['location_country']);
|
||||
$location_address = nullable_htmlentities($row['location_address']);
|
||||
$location_city = nullable_htmlentities($row['location_city']);
|
||||
$location_state = nullable_htmlentities($row['location_state']);
|
||||
$location_zip = nullable_htmlentities($row['location_zip']);
|
||||
if (empty($location_address) && empty($location_city) && empty($location_state) && empty($location_zip)) {
|
||||
$location_address_display = "-";
|
||||
} else {
|
||||
$location_address_display = "<i class='fa fa-fw fa-map-marker-alt text-secondary mr-2'></i>$location_address<br><i class='fa fa-fw mr-2'></i>$location_city $location_state $location_zip<br><i class='fa fa-fw mr-2'></i><small>$location_country</small>";
|
||||
}
|
||||
$contact_id = intval($row['contact_id']);
|
||||
$contact_name = nullable_htmlentities($row['contact_name']);
|
||||
$contact_title = nullable_htmlentities($row['contact_title']);
|
||||
$contact_phone_country_code = nullable_htmlentities($row['contact_phone_country_code']);
|
||||
$contact_phone = nullable_htmlentities(formatPhoneNumber($row['contact_phone'], $contact_phone_country_code));
|
||||
$contact_extension = nullable_htmlentities($row['contact_extension']);
|
||||
$contact_mobile_country_code = nullable_htmlentities($row['contact_mobile_country_code']);
|
||||
$contact_mobile = nullable_htmlentities(formatPhoneNumber($row['contact_mobile'], $contact_mobile_country_code));
|
||||
$contact_email = nullable_htmlentities($row['contact_email']);
|
||||
$client_website = nullable_htmlentities($row['client_website']);
|
||||
$client_rate = floatval($row['client_rate']);
|
||||
$client_currency_code = nullable_htmlentities($row['client_currency_code']);
|
||||
$client_net_terms = intval($row['client_net_terms']);
|
||||
$client_tax_id_number = nullable_htmlentities($row['client_tax_id_number']);
|
||||
$client_referral = nullable_htmlentities($row['client_referral']);
|
||||
$client_abbreviation = nullable_htmlentities($row['client_abbreviation']);
|
||||
$client_notes = nullable_htmlentities($row['client_notes']);
|
||||
$client_created_at = date('Y-m-d', strtotime($row['client_created_at']));
|
||||
$client_updated_at = nullable_htmlentities($row['client_updated_at']);
|
||||
$client_archived_at = nullable_htmlentities($row['client_archived_at']);
|
||||
$client_is_lead = intval($row['client_lead']);
|
||||
<?php
|
||||
if (!empty($client_type)) {
|
||||
?>
|
||||
<div class="text-secondary mt-1">
|
||||
<?php echo $client_type; ?>
|
||||
</div>
|
||||
<?php } ?>
|
||||
<?php
|
||||
if (!empty($client_tags_display)) { ?>
|
||||
<div class="mt-1">
|
||||
<?php echo $client_tags_display; ?>
|
||||
</div>
|
||||
<?php } ?>
|
||||
<div class="mt-1 text-secondary">
|
||||
<small><strong>Abbreviation: </strong> <?php echo $client_abbreviation; ?></small><br>
|
||||
<small><strong>Created: </strong> <?php echo $client_created_at; ?></small><br>
|
||||
</div>
|
||||
|
||||
// Abbreviation
|
||||
if (empty($client_abbreviation)) {
|
||||
$client_abbreviation = shortenClient($client_name);
|
||||
}
|
||||
|
||||
// Client Tags
|
||||
|
||||
$client_tag_name_display_array = array();
|
||||
$client_tag_id_array = array();
|
||||
$sql_client_tags = mysqli_query($mysqli, "SELECT * FROM client_tags LEFT JOIN tags ON client_tags.tag_id = tags.tag_id WHERE client_id = $client_id ORDER BY tag_name ASC");
|
||||
while ($row = mysqli_fetch_array($sql_client_tags)) {
|
||||
|
||||
$client_tag_id = intval($row['tag_id']);
|
||||
$client_tag_name = nullable_htmlentities($row['tag_name']);
|
||||
$client_tag_color = nullable_htmlentities($row['tag_color']);
|
||||
if (empty($client_tag_color)) {
|
||||
$client_tag_color = "dark";
|
||||
}
|
||||
$client_tag_icon = nullable_htmlentities($row['tag_icon']);
|
||||
if (empty($client_tag_icon)) {
|
||||
$client_tag_icon = "tag";
|
||||
</td>
|
||||
<td><?php echo $location_address_display; ?></td>
|
||||
<td>
|
||||
<?php
|
||||
if (empty($contact_name) && empty($contact_phone) && empty($contact_mobile) && empty($client_email)) {
|
||||
echo "-";
|
||||
}
|
||||
|
||||
$client_tag_id_array[] = $client_tag_id;
|
||||
$client_tag_name_display_array[] = "<a href='clients.php?tags[]=$client_tag_id'><span class='badge text-light p-1 mr-1' style='background-color: $client_tag_color;'><i class='fa fa-fw fa-$client_tag_icon mr-2'></i>$client_tag_name</span></a>";
|
||||
}
|
||||
$client_tags_display = implode('', $client_tag_name_display_array);
|
||||
if (!empty($contact_name)) { ?>
|
||||
<div class="text-bold">
|
||||
<i class="fa fa-fw fa-user text-secondary mr-2 mb-2"></i><a href="#"
|
||||
data-toggle="ajax-modal"
|
||||
data-modal-size="lg"
|
||||
data-ajax-url="ajax/ajax_contact_details.php?client_id=<?php echo $client_id; ?>"
|
||||
data-ajax-id="<?php echo $contact_id; ?>"><?php echo $contact_name; ?>
|
||||
</a>
|
||||
</div>
|
||||
<?php } else {
|
||||
echo "-";
|
||||
}
|
||||
|
||||
//Add up all the payments for the invoice and get the total amount paid to the invoice
|
||||
$sql_invoice_amounts = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_amounts FROM invoices WHERE invoice_client_id = $client_id AND invoice_status != 'Draft' AND invoice_status != 'Cancelled' AND invoice_status != 'Non-Billable' ");
|
||||
$row = mysqli_fetch_array($sql_invoice_amounts);
|
||||
if (!empty($contact_phone)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-phone text-secondary mr-2 mb-2"></i><?php echo $contact_phone; ?> <?php if (!empty($contact_extension)) { echo "x$contact_extension"; } ?>
|
||||
</div>
|
||||
<?php }
|
||||
|
||||
$invoice_amounts = floatval($row['invoice_amounts']);
|
||||
if (!empty($contact_mobile)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-mobile-alt text-secondary mr-2"></i><?php echo $contact_mobile; ?>
|
||||
</div>
|
||||
<?php }
|
||||
|
||||
$sql_amount_paid = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS amount_paid FROM payments, invoices WHERE payment_invoice_id = invoice_id AND invoice_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_amount_paid);
|
||||
if (!empty($contact_email)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-envelope text-secondary mr-2"></i><a href="mailto:<?php echo $contact_email; ?>"><?php echo $contact_email; ?></a><button class='btn btn-sm clipboardjs' type="button" data-clipboard-text='<?php echo $contact_email; ?>'><i class='far fa-copy text-secondary'></i></button>
|
||||
</div>
|
||||
<?php } ?>
|
||||
</td>
|
||||
|
||||
$amount_paid = floatval($row['amount_paid']);
|
||||
|
||||
$balance = $invoice_amounts - $amount_paid;
|
||||
//set Text color on balance
|
||||
if ($balance > 0) {
|
||||
$balance_text_color = "text-danger font-weight-bold";
|
||||
} else {
|
||||
$balance_text_color = "";
|
||||
}
|
||||
|
||||
//Get Monthly Recurring Total
|
||||
$sql_recurring_monthly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_monthly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'month' AND recurring_invoice_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_recurring_monthly_total);
|
||||
|
||||
$recurring_monthly_total = floatval($row['recurring_monthly_total']);
|
||||
|
||||
//Get Yearly Recurring Total
|
||||
$sql_recurring_yearly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_yearly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'year' AND recurring_invoice_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_recurring_yearly_total);
|
||||
|
||||
$recurring_yearly_total = floatval($row['recurring_yearly_total']) / 12;
|
||||
|
||||
$recurring_monthly = $recurring_monthly_total + $recurring_yearly_total;
|
||||
|
||||
?>
|
||||
<tr>
|
||||
<td class="pr-0 bg-light">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input bulk-select" type="checkbox" name="client_ids[]" value="<?php echo $client_id ?>">
|
||||
<!-- Show Billing if perms & if accounting module is enabled -->
|
||||
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?>
|
||||
<td class="text-right">
|
||||
<div>
|
||||
<span class="text-secondary">Balance</span> <span class="<?php echo $balance_text_color; ?>"><?php echo numfmt_format_currency($currency_format, $balance, $session_company_currency); ?></span>
|
||||
</div>
|
||||
<div>
|
||||
<span class="text-secondary">Paid</span> <?php echo numfmt_format_currency($currency_format, $amount_paid, $session_company_currency); ?>
|
||||
</div>
|
||||
<div>
|
||||
<span class="text-secondary mr-2">Credit</span><span class="text-success"><?php echo numfmt_format_currency($currency_format, $credit_total, $session_company_currency); ?></span>
|
||||
</div>
|
||||
<div>
|
||||
<span class="text-secondary">Monthly</span> <?php echo numfmt_format_currency($currency_format, $recurring_monthly, $session_company_currency); ?>
|
||||
</div>
|
||||
<div>
|
||||
<span class="text-secondary">Hourly Rate</span> <?php echo numfmt_format_currency($currency_format, $client_rate, $session_company_currency); ?>
|
||||
</div>
|
||||
</td>
|
||||
<?php } ?>
|
||||
|
||||
<!-- Actions -->
|
||||
<?php if (lookupUserPermission("module_client") >= 2) { ?>
|
||||
<td>
|
||||
<a data-toggle="tooltip" data-placement="right" title="Client ID: <?php echo $client_id; ?>" class="font-weight-bold" href="client_overview.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?></a>
|
||||
|
||||
<?php
|
||||
if (!empty($client_type)) {
|
||||
?>
|
||||
<div class="text-secondary mt-1">
|
||||
<?php echo $client_type; ?>
|
||||
</div>
|
||||
<?php } ?>
|
||||
<?php
|
||||
if (!empty($client_tags_display)) { ?>
|
||||
<div class="mt-1">
|
||||
<?php echo $client_tags_display; ?>
|
||||
</div>
|
||||
<?php } ?>
|
||||
<div class="mt-1 text-secondary">
|
||||
<small><strong>Abbreviation: </strong> <?php echo $client_abbreviation; ?></small><br>
|
||||
<small><strong>Created: </strong> <?php echo $client_created_at; ?></small><br>
|
||||
</div>
|
||||
|
||||
</td>
|
||||
<td><?php echo $location_address_display; ?></td>
|
||||
<td>
|
||||
<?php
|
||||
if (empty($contact_name) && empty($contact_phone) && empty($contact_mobile) && empty($client_email)) {
|
||||
echo "-";
|
||||
}
|
||||
|
||||
if (!empty($contact_name)) { ?>
|
||||
<div class="text-bold">
|
||||
<i class="fa fa-fw fa-user text-secondary mr-2 mb-2"></i><a href="#"
|
||||
<div class="dropdown dropleft text-center">
|
||||
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
|
||||
<i class="fas fa-ellipsis-v"></i>
|
||||
</button>
|
||||
<div class="dropdown-menu">
|
||||
<a class="dropdown-item" href="#"
|
||||
data-toggle="ajax-modal"
|
||||
data-modal-size="lg"
|
||||
data-ajax-url="ajax/ajax_contact_details.php?client_id=<?php echo $client_id; ?>"
|
||||
data-ajax-id="<?php echo $contact_id; ?>"><?php echo $contact_name; ?>
|
||||
</a>
|
||||
</div>
|
||||
<?php } else {
|
||||
echo "-";
|
||||
}
|
||||
data-ajax-url="ajax/ajax_client_edit.php"
|
||||
data-ajax-id="<?php echo $client_id; ?>">
|
||||
<i class="fas fa-fw fa-edit mr-2"></i>Edit
|
||||
</a>
|
||||
|
||||
if (!empty($contact_phone)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-phone text-secondary mr-2 mb-2"></i><?php echo $contact_phone; ?> <?php if (!empty($contact_extension)) { echo "x$contact_extension"; } ?>
|
||||
<?php if ($client_archived_at) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-info confirm-link" href="post.php?restore_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<i class="fas fa-fw fa-redo mr-2"></i>Restore
|
||||
</a>
|
||||
<?php } else { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-danger confirm-link" href="post.php?archive_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<i class="fas fa-fw fa-archive mr-2"></i>Archive
|
||||
</a>
|
||||
<?php } ?>
|
||||
</div>
|
||||
<?php }
|
||||
|
||||
if (!empty($contact_mobile)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-mobile-alt text-secondary mr-2"></i><?php echo $contact_mobile; ?>
|
||||
</div>
|
||||
<?php }
|
||||
|
||||
if (!empty($contact_email)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-envelope text-secondary mr-2"></i><a href="mailto:<?php echo $contact_email; ?>"><?php echo $contact_email; ?></a><button class='btn btn-sm clipboardjs' data-clipboard-text='<?php echo $contact_email; ?>'><i class='far fa-copy text-secondary'></i></button>
|
||||
</div>
|
||||
<?php } ?>
|
||||
</div>
|
||||
</td>
|
||||
<?php } ?>
|
||||
</tr>
|
||||
|
||||
<!-- Show Billing if perms & if accounting module is enabled -->
|
||||
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?>
|
||||
<td class="text-right">
|
||||
<div class="mt-1">
|
||||
<span class="text-secondary">Balance</span> <span class="<?php echo $balance_text_color; ?>"><?php echo numfmt_format_currency($currency_format, $balance, $session_company_currency); ?></span>
|
||||
</div>
|
||||
<div class="mt-1">
|
||||
<span class="text-secondary">Paid</span> <?php echo numfmt_format_currency($currency_format, $amount_paid, $session_company_currency); ?>
|
||||
</div>
|
||||
<div class="mt-1">
|
||||
<span class="text-secondary">Monthly</span> <?php echo numfmt_format_currency($currency_format, $recurring_monthly, $session_company_currency); ?>
|
||||
</div>
|
||||
<div class="mt-1">
|
||||
<span class="text-secondary">Hourly Rate</span> <?php echo numfmt_format_currency($currency_format, $client_rate, $session_company_currency); ?>
|
||||
</div>
|
||||
</td>
|
||||
<?php } ?>
|
||||
<?php
|
||||
} ?>
|
||||
|
||||
<!-- Actions -->
|
||||
<?php if (lookupUserPermission("module_client") >= 2) { ?>
|
||||
<td>
|
||||
<div class="dropdown dropleft text-center">
|
||||
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
|
||||
<i class="fas fa-ellipsis-h"></i>
|
||||
</button>
|
||||
<div class="dropdown-menu">
|
||||
<a class="dropdown-item" href="#"
|
||||
data-toggle="ajax-modal"
|
||||
data-ajax-url="ajax/ajax_client_edit.php"
|
||||
data-ajax-id="<?php echo $client_id; ?>">
|
||||
<i class="fas fa-fw fa-edit mr-2"></i>Edit
|
||||
</a>
|
||||
|
||||
<?php if ($client_archived_at) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-info confirm-link" href="post.php?restore_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<i class="fas fa-fw fa-redo mr-2"></i>Restore
|
||||
</a>
|
||||
<?php } else { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-danger confirm-link" href="post.php?archive_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<i class="fas fa-fw fa-archive mr-2"></i>Archive
|
||||
</a>
|
||||
<?php } ?>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<?php } ?>
|
||||
</tr>
|
||||
|
||||
<?php
|
||||
} ?>
|
||||
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<?php
|
||||
require_once "modals/client_bulk_edit_industry_modal.php";
|
||||
require_once "modals/client_bulk_edit_referral_modal.php";
|
||||
require_once "modals/client_bulk_edit_hourly_rate_modal.php";
|
||||
require_once "modals/client_bulk_assign_tags_modal.php";
|
||||
require_once "modals/client_bulk_email_modal.php";
|
||||
?>
|
||||
</form>
|
||||
<?php require_once "includes/filter_footer.php";
|
||||
?>
|
||||
</div>
|
||||
</div>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<?php
|
||||
require_once "modals/client_bulk_edit_industry_modal.php";
|
||||
require_once "modals/client_bulk_edit_referral_modal.php";
|
||||
require_once "modals/client_bulk_edit_hourly_rate_modal.php";
|
||||
require_once "modals/client_bulk_assign_tags_modal.php";
|
||||
require_once "modals/client_bulk_email_modal.php";
|
||||
?>
|
||||
</form>
|
||||
<!-- Ends Card Body -->
|
||||
<?php require_once "includes/filter_footer.php"; ?>
|
||||
|
||||
</div> <!-- End Card -->
|
||||
|
||||
<script src="js/bulk_actions.js"></script>
|
||||
|
||||
|
||||
@@ -3768,8 +3768,39 @@ if (LATEST_DATABASE_VERSION > CURRENT_DATABASE_VERSION) {
|
||||
mysqli_query($mysqli, "UPDATE `settings` SET `config_current_database_version` = '2.2.3'");
|
||||
}
|
||||
|
||||
/* 2025-07-21 - JQ For next release Pauyment Provider Switch Over
|
||||
if (CURRENT_DATABASE_VERSION == '2.2.3') {
|
||||
|
||||
mysqli_query($mysqli, "CREATE TABLE `credits` (
|
||||
`credit_id` INT(11) NOT NULL AUTO_INCREMENT,
|
||||
`credit_amount` DECIMAL(15,2) NOT NULL,
|
||||
`credit_reference` VARCHAR(250) DEFAULT NULL,
|
||||
`credit_created_at` DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP(),
|
||||
`credit_created_by` INT(11) NOT NULL,
|
||||
`credit_expire_at` DATE DEFAULT NULL,
|
||||
`credit_client_id` INT(11) NOT NULL,
|
||||
PRIMARY KEY (`credit_id`)
|
||||
)");
|
||||
|
||||
mysqli_query($mysqli, "ALTER TABLE `invoices` ADD `invoice_credit_amount` DECIMAL(15,2) NOT NULL DEFAULT 0.00 AFTER `invoice_discount_amount`");
|
||||
|
||||
mysqli_query($mysqli, "CREATE TABLE `discount_codes` (
|
||||
`discount_code_id` INT(11) NOT NULL AUTO_INCREMENT,
|
||||
`discount_code_description` VARCHAR(250) DEFAULT NULL,
|
||||
`discount_code_amount` DECIMAL(15,2) NOT NULL,
|
||||
`discount_code` VARCHAR(200) NOT NULL,
|
||||
`discount_code_created_at` DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP(),
|
||||
`discount_code_created_by` INT(11) NOT NULL,
|
||||
`discount_code_updated_at` DATETIME NULL ON UPDATE CURRENT_TIMESTAMP,
|
||||
`discount_code_archived_at` DATETIME NULL DEFAULT NULL,
|
||||
`discount_code_expire_at` DATE DEFAULT NULL,
|
||||
PRIMARY KEY (`discount_code_id`)
|
||||
)");
|
||||
|
||||
mysqli_query($mysqli, "UPDATE `settings` SET `config_current_database_version` = '2.2.4'");
|
||||
}
|
||||
|
||||
/* 2025-07-21 - JQ For next release Pauyment Provider Switch Over
|
||||
if (CURRENT_DATABASE_VERSION == '2.2.4') {
|
||||
|
||||
// Delete all Recurring Payments that are Stripe
|
||||
mysqli_query($mysqli, "DELETE FROM recurring_payments WHERE recurring_payment_method = 'Stripe'");
|
||||
@@ -3794,14 +3825,14 @@ if (LATEST_DATABASE_VERSION > CURRENT_DATABASE_VERSION) {
|
||||
DROP `config_ai_api_key`
|
||||
");
|
||||
|
||||
mysqli_query($mysqli, "UPDATE `settings` SET `config_current_database_version` = '2.2.4'");
|
||||
mysqli_query($mysqli, "UPDATE `settings` SET `config_current_database_version` = '2.2.5'");
|
||||
}
|
||||
/*
|
||||
*/
|
||||
|
||||
// if (CURRENT_DATABASE_VERSION == '2.2.4') {
|
||||
// // Insert queries here required to update to DB version 2.2.5
|
||||
// if (CURRENT_DATABASE_VERSION == '2.2.5') {
|
||||
// // Insert queries here required to update to DB version 2.2.6
|
||||
// // Then, update the database to the next sequential version
|
||||
// mysqli_query($mysqli, "UPDATE `settings` SET `config_current_database_version` = '2.2.5'");
|
||||
// mysqli_query($mysqli, "UPDATE `settings` SET `config_current_database_version` = '2.2.6'");
|
||||
// }
|
||||
|
||||
} else {
|
||||
|
||||
43
db.sql
43
db.sql
@@ -838,6 +838,25 @@ CREATE TABLE `credentials` (
|
||||
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci;
|
||||
/*!40101 SET character_set_client = @saved_cs_client */;
|
||||
|
||||
--
|
||||
-- Table structure for table `credits`
|
||||
--
|
||||
|
||||
DROP TABLE IF EXISTS `credits`;
|
||||
/*!40101 SET @saved_cs_client = @@character_set_client */;
|
||||
/*!40101 SET character_set_client = utf8mb4 */;
|
||||
CREATE TABLE `credits` (
|
||||
`credit_id` int(11) NOT NULL AUTO_INCREMENT,
|
||||
`credit_amount` decimal(15,2) NOT NULL,
|
||||
`credit_reference` varchar(250) DEFAULT NULL,
|
||||
`credit_created_at` datetime NOT NULL DEFAULT current_timestamp(),
|
||||
`credit_created_by` int(11) NOT NULL,
|
||||
`credit_expire_at` date DEFAULT NULL,
|
||||
`credit_client_id` int(11) NOT NULL,
|
||||
PRIMARY KEY (`credit_id`)
|
||||
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci;
|
||||
/*!40101 SET character_set_client = @saved_cs_client */;
|
||||
|
||||
--
|
||||
-- Table structure for table `custom_fields`
|
||||
--
|
||||
@@ -894,6 +913,27 @@ CREATE TABLE `custom_values` (
|
||||
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci;
|
||||
/*!40101 SET character_set_client = @saved_cs_client */;
|
||||
|
||||
--
|
||||
-- Table structure for table `discount_codes`
|
||||
--
|
||||
|
||||
DROP TABLE IF EXISTS `discount_codes`;
|
||||
/*!40101 SET @saved_cs_client = @@character_set_client */;
|
||||
/*!40101 SET character_set_client = utf8mb4 */;
|
||||
CREATE TABLE `discount_codes` (
|
||||
`discount_code_id` int(11) NOT NULL AUTO_INCREMENT,
|
||||
`discount_code_description` varchar(250) DEFAULT NULL,
|
||||
`discount_code_amount` decimal(15,2) NOT NULL,
|
||||
`discount_code` varchar(200) NOT NULL,
|
||||
`discount_code_created_at` datetime NOT NULL DEFAULT current_timestamp(),
|
||||
`discount_code_created_by` int(11) NOT NULL,
|
||||
`discount_code_updated_at` datetime DEFAULT NULL ON UPDATE current_timestamp(),
|
||||
`discount_code_archived_at` datetime DEFAULT NULL,
|
||||
`discount_code_expire_at` date DEFAULT NULL,
|
||||
PRIMARY KEY (`discount_code_id`)
|
||||
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci;
|
||||
/*!40101 SET character_set_client = @saved_cs_client */;
|
||||
|
||||
--
|
||||
-- Table structure for table `document_files`
|
||||
--
|
||||
@@ -1190,6 +1230,7 @@ CREATE TABLE `invoices` (
|
||||
`invoice_date` date NOT NULL,
|
||||
`invoice_due` date NOT NULL,
|
||||
`invoice_discount_amount` decimal(15,2) NOT NULL DEFAULT 0.00,
|
||||
`invoice_credit_amount` decimal(15,2) NOT NULL DEFAULT 0.00,
|
||||
`invoice_amount` decimal(15,2) NOT NULL DEFAULT 0.00,
|
||||
`invoice_currency_code` varchar(200) NOT NULL,
|
||||
`invoice_note` text DEFAULT NULL,
|
||||
@@ -2718,4 +2759,4 @@ CREATE TABLE `vendors` (
|
||||
/*!40101 SET COLLATION_CONNECTION=@OLD_COLLATION_CONNECTION */;
|
||||
/*!40111 SET SQL_NOTES=@OLD_SQL_NOTES */;
|
||||
|
||||
-- Dump completed on 2025-07-08 14:06:43
|
||||
-- Dump completed on 2025-07-24 11:29:27
|
||||
|
||||
@@ -5,4 +5,4 @@
|
||||
* It is used in conjunction with database_updates.php
|
||||
*/
|
||||
|
||||
DEFINE("LATEST_DATABASE_VERSION", "2.2.3");
|
||||
DEFINE("LATEST_DATABASE_VERSION", "2.2.4");
|
||||
|
||||
@@ -15,19 +15,21 @@ if ($total_found_rows > 5) {
|
||||
|
||||
?>
|
||||
|
||||
<hr>
|
||||
<div class="card-footer pb-0 pt-3 border-top">
|
||||
|
||||
<div class="row">
|
||||
<div class="col-sm mb-2">
|
||||
<div class="col-sm">
|
||||
<form action="post.php" method="post">
|
||||
<select onchange="this.form.submit()" class="form-control select2 col-12 col-sm-3" name="change_records_per_page">
|
||||
<option <?php if ($user_config_records_per_page == 5) { echo "selected"; } ?> >5</option>
|
||||
<option <?php if ($user_config_records_per_page == 10) { echo "selected"; } ?> >10</option>
|
||||
<option <?php if ($user_config_records_per_page == 20) { echo "selected"; } ?> >20</option>
|
||||
<option <?php if ($user_config_records_per_page == 50) { echo "selected"; } ?> >50</option>
|
||||
<option <?php if ($user_config_records_per_page == 100) { echo "selected"; } ?> >100</option>
|
||||
<option <?php if ($user_config_records_per_page == 500) { echo "selected"; } ?> >500</option>
|
||||
</select>
|
||||
<div class="form-group">
|
||||
<select onchange="this.form.submit()" class="form-control select2 col-12 col-sm-3" name="change_records_per_page">
|
||||
<option <?php if ($user_config_records_per_page == 5) { echo "selected"; } ?> >5</option>
|
||||
<option <?php if ($user_config_records_per_page == 10) { echo "selected"; } ?> >10</option>
|
||||
<option <?php if ($user_config_records_per_page == 20) { echo "selected"; } ?> >20</option>
|
||||
<option <?php if ($user_config_records_per_page == 50) { echo "selected"; } ?> >50</option>
|
||||
<option <?php if ($user_config_records_per_page == 100) { echo "selected"; } ?> >100</option>
|
||||
<option <?php if ($user_config_records_per_page == 500) { echo "selected"; } ?> >500</option>
|
||||
</select>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
@@ -50,16 +52,13 @@ if ($total_found_rows > 5) {
|
||||
// Now output something like "Showing X to Y of Z records"
|
||||
?>
|
||||
|
||||
<div class="col-sm mb-2">
|
||||
<div class="col-sm">
|
||||
<p class="text-center">
|
||||
Showing <strong><?php echo $start; ?></strong> to <strong><?php echo $end; ?></strong> of <strong><?php echo $total_found_rows; ?></strong> records
|
||||
</p>
|
||||
|
||||
|
||||
<!--<p class="text-center mt-2"><?php echo $total_found_rows; ?></p> -->
|
||||
</div>
|
||||
<div class="col-sm mb-2">
|
||||
|
||||
<div class="col-sm">
|
||||
<ul class="pagination justify-content-sm-end">
|
||||
|
||||
<?php
|
||||
@@ -115,6 +114,7 @@ if ($total_found_rows > 5) {
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php
|
||||
|
||||
|
||||
@@ -46,5 +46,5 @@ header("X-Frame-Options: DENY");
|
||||
<script src="plugins/toastr/toastr.min.js"></script>
|
||||
|
||||
</head>
|
||||
<body class="hold-transition sidebar-mini layout-fixed layout-navbar-fixed dark-mode accent-<?php if (isset($_GET['client_id'])) { echo "blue"; } else { echo nullable_htmlentities($config_theme); } ?>">
|
||||
<body class="hold-transition sidebar-mini layout-fixed layout-navbar-fixed dark-moe accent-<?php if (isset($_GET['client_id'])) { echo "blue"; } else { echo nullable_htmlentities($config_theme); } ?>">
|
||||
<div class="wrapper text-sm">
|
||||
|
||||
@@ -131,6 +131,12 @@ if (isset($_GET['client_id'])) {
|
||||
|
||||
$recurring_monthly = $recurring_monthly_total + $recurring_yearly_total;
|
||||
|
||||
// Get Credit Balance
|
||||
$sql_credit_balance = mysqli_query($mysqli, "SELECT SUM(credit_amount) AS credit_balance FROM credits WHERE credit_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_credit_balance);
|
||||
|
||||
$credit_balance = floatval($row['credit_balance']);
|
||||
|
||||
// Badge Counts
|
||||
|
||||
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('contact_id') AS num FROM contacts WHERE contact_archived_at IS NULL AND contact_client_id = $client_id"));
|
||||
|
||||
@@ -1,176 +1,179 @@
|
||||
<div class="card d-print-none">
|
||||
<div class="card-body py-2">
|
||||
<div class="row">
|
||||
<div class="col">
|
||||
<a href="#" data-toggle="collapse" data-target="#clientHeader"><h4 class="text-secondary" data-toggle="tooltip" data-placement="right" title="Client ID: <?php echo $client_id; ?>"><strong><?php echo $client_name; ?></strong> <?php if ($client_archived_at) { echo "(archived)"; } ?></h4></a>
|
||||
</div>
|
||||
<div class="col">
|
||||
<?php if (lookupUserPermission("module_client") >= 2) { ?>
|
||||
<div class="dropdown dropleft text-center">
|
||||
<button class="btn btn-dark btn-sm float-right" type="button" data-toggle="dropdown">
|
||||
<i class="fas fa-fw fa-ellipsis-v"></i>
|
||||
</button>
|
||||
<div class="dropdown-menu">
|
||||
<a class="dropdown-item" href="#"
|
||||
data-toggle="ajax-modal"
|
||||
data-ajax-url="ajax/ajax_client_edit.php"
|
||||
data-ajax-id="<?php echo $client_id; ?>">
|
||||
<i class="fas fa-fw fa-edit mr-2"></i>Edit Client
|
||||
</a>
|
||||
<?php if (lookupUserPermission("module_client") >= 3) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#exportClientPDFModal">
|
||||
<i class="fas fa-fw fa-file-pdf mr-2"></i>Export Data
|
||||
</a>
|
||||
<?php } ?>
|
||||
|
||||
<?php if (empty($client_archived_at)) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-danger confirm-link" href="post.php?archive_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<i class="fas fa-fw fa-archive mr-2"></i>Archive Client
|
||||
</a>
|
||||
<?php } else { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-primary confirm-link" href="post.php?undo_archive_client=<?php echo $client_id; ?>">
|
||||
<i class="fas fa-fw fa-archive mr-2"></i>Unarchive Client
|
||||
</a>
|
||||
<?php } ?>
|
||||
|
||||
<?php if (lookupUserPermission("module_client") >= 3 && $client_archived_at) { ?>
|
||||
<div class="card-header pb-1 pt-2 px-3">
|
||||
<div class="card-title">
|
||||
<a href="#" data-toggle="collapse" data-target="#clientHeader"><h4 class="text-dark" data-toggle="tooltip" data-placement="right" title="Client ID: <?php echo $client_id; ?>"><strong><?php echo $client_name; ?></strong> <?php if ($client_archived_at) { echo "(archived)"; } ?></h4></a>
|
||||
</div>
|
||||
<?php if (!empty($client_tag_name_display_array)) { ?><div class="card-title ml-2"><?php echo $client_tags_display; ?></div> <?php } ?>
|
||||
<?php if (lookupUserPermission("module_client") >= 2) { ?>
|
||||
<div class="card-tools">
|
||||
<div class="dropdown dropleft text-center">
|
||||
<button class="btn btn-dark btn-sm" type="button" data-toggle="dropdown">
|
||||
<i class="fas fa-fw fa-ellipsis-v"></i>
|
||||
</button>
|
||||
<div class="dropdown-menu">
|
||||
<a class="dropdown-item" href="#"
|
||||
data-toggle="ajax-modal"
|
||||
data-ajax-url="ajax/ajax_client_edit.php"
|
||||
data-ajax-id="<?php echo $client_id; ?>">
|
||||
<i class="fas fa-fw fa-edit mr-2"></i>Edit Client
|
||||
</a>
|
||||
<?php if (lookupUserPermission("module_billing") >= 2) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-danger text-bold" href="#" data-toggle="modal" data-target="#deleteClientModal<?php echo $client_id; ?>">
|
||||
<i class="fas fa-fw fa-trash mr-2"></i>Delete Client
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#addCreditModal">
|
||||
<i class="fas fa-fw fa-wallet mr-2"></i>Add Credit
|
||||
</a>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
<?php if (lookupUserPermission("module_client") >= 3) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#exportClientPDFModal">
|
||||
<i class="fas fa-fw fa-file-pdf mr-2"></i>Export Data
|
||||
</a>
|
||||
<?php } ?>
|
||||
|
||||
<?php if (empty($client_archived_at)) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-danger confirm-link" href="post.php?archive_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<i class="fas fa-fw fa-archive mr-2"></i>Archive Client
|
||||
</a>
|
||||
<?php } else { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-primary confirm-link" href="post.php?undo_archive_client=<?php echo $client_id; ?>">
|
||||
<i class="fas fa-fw fa-archive mr-2"></i>Unarchive Client
|
||||
</a>
|
||||
<?php } ?>
|
||||
|
||||
<?php if (lookupUserPermission("module_client") >= 3 && $client_archived_at) { ?>
|
||||
<div class="dropdown-divider"></div>
|
||||
<a class="dropdown-item text-danger text-bold" href="#" data-toggle="modal" data-target="#deleteClientModal<?php echo $client_id; ?>">
|
||||
<i class="fas fa-fw fa-trash mr-2"></i>Delete Client
|
||||
</a>
|
||||
<?php } ?>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
<?php } ?>
|
||||
</div>
|
||||
</div>
|
||||
<?php } ?>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="collapse <?php if (basename($_SERVER["PHP_SELF"]) == "client_overview.php") { echo "show"; } ?>" id="clientHeader">
|
||||
|
||||
<div class="row">
|
||||
|
||||
<div class="col-md border-top">
|
||||
<h5 class="text-secondary mt-1">Primary Location</h5>
|
||||
<?php if (!empty($location_address)) { ?>
|
||||
<div class="collapse <?php if (basename($_SERVER["PHP_SELF"]) == "client_overview.php") { echo "show"; } ?>" id="clientHeader">
|
||||
|
||||
<div class="card-group mb-3">
|
||||
<div class="card card-body px-3 py-2">
|
||||
<h5>Primary Location</h5>
|
||||
<?php if (!empty($location_address)) { ?>
|
||||
<div>
|
||||
<a href="//maps.<?php echo $session_map_source; ?>.com/?q=<?php echo "$location_address $location_zip"; ?>" target="_blank">
|
||||
<i class="fa fa-fw fa-map-marker-alt text-secondary ml-1 mr-2"></i><?php echo $location_address; ?>
|
||||
<div>
|
||||
<a href="//maps.<?php echo $session_map_source; ?>.com/?q=<?php echo "$location_address $location_zip"; ?>" target="_blank">
|
||||
<i class="fa fa-fw fa-map-marker-alt text-secondary ml-1 mr-2"></i><?php echo $location_address; ?>
|
||||
<div>
|
||||
<i class="fa fa-fw ml-1 mr-2"></i><?php echo "$location_city $location_state $location_zip"; ?>
|
||||
</div>
|
||||
<div>
|
||||
<i class="fa fa-fw ml-1 mr-2"></i><small><?php echo $location_country; ?></small>
|
||||
</div>
|
||||
</a>
|
||||
<i class="fa fa-fw ml-1 mr-2"></i><?php echo "$location_city $location_state $location_zip"; ?>
|
||||
</div>
|
||||
<?php }
|
||||
|
||||
if (!empty($location_phone)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-phone text-secondary ml-1 mr-2"></i><a href="tel:<?php echo $location_phone?>"><?php echo $location_phone; ?></a>
|
||||
</div>
|
||||
<hr class="my-2">
|
||||
<?php }
|
||||
|
||||
if (!empty($client_website)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-globe text-secondary ml-1 mr-2"></i><a target="_blank" href="//<?php echo $client_website; ?>"><?php echo $client_website; ?></a>
|
||||
</div>
|
||||
<?php } ?>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-md border-left border-top">
|
||||
<h5 class="text-secondary mt-1">Primary Contact</h5>
|
||||
<?php
|
||||
|
||||
if (!empty($contact_name)) { ?>
|
||||
<div>
|
||||
<i class="fa fa-fw fa-user text-secondary ml-1 mr-2"></i><?php echo $contact_name; ?>
|
||||
<i class="fa fa-fw ml-1 mr-2"></i><small><?php echo $location_country; ?></small>
|
||||
</div>
|
||||
<?php }
|
||||
|
||||
if (!empty($contact_email)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-envelope text-secondary ml-1 mr-2"></i><a href="mailto:<?php echo $contact_email; ?>"><?php echo $contact_email; ?></a>
|
||||
</div>
|
||||
<?php
|
||||
}
|
||||
|
||||
if (!empty($contact_phone)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-phone text-secondary ml-1 mr-2"></i><a href="tel:<?php echo $contact_phone; ?>"><?php echo $contact_phone; ?></a>
|
||||
|
||||
<?php
|
||||
if (!empty($contact_extension)) {
|
||||
echo "<small>x$contact_extension</small>";
|
||||
}
|
||||
?>
|
||||
</div>
|
||||
<?php
|
||||
}
|
||||
|
||||
if (!empty($contact_mobile)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-mobile-alt text-secondary ml-1 mr-2"></i><a href="tel:<?php echo $contact_mobile; ?>"><?php echo $contact_mobile; ?></a>
|
||||
</div>
|
||||
<?php } ?>
|
||||
|
||||
</a>
|
||||
</div>
|
||||
<?php }
|
||||
|
||||
<?php if (lookupUserPermission("module_financial") >= 1 && $config_module_enable_accounting == 1) { ?>
|
||||
<div class="col-md border-left border-top">
|
||||
<h5 class="text-secondary mt-1">Billing</h5>
|
||||
<div class="ml-1 text-secondary">Hourly Rate
|
||||
<span class="text-dark float-right"> <?php echo numfmt_format_currency($currency_format, $client_rate, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<div class="ml-1 mt-1 text-secondary">Paid
|
||||
<span class="text-dark float-right"> <?php echo numfmt_format_currency($currency_format, $amount_paid, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<div class="ml-1 mt-1 text-secondary">Balance
|
||||
<span class="<?php if ($balance > 0) { echo "text-danger"; }else{ echo "text-dark"; } ?> float-right"> <?php echo numfmt_format_currency($currency_format, $balance, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<div class="ml-1 mt-1 text-secondary">Monthly Recurring
|
||||
<span class="text-dark float-right"> <?php echo numfmt_format_currency($currency_format, $recurring_monthly, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<div class="ml-1 mt-1 text-secondary">Net Terms
|
||||
<span class="text-dark float-right"><?php echo $client_net_terms; ?><small class="text-secondary ml-1">Days</small></span>
|
||||
</div>
|
||||
<?php if(!empty($client_tax_id_number)) { ?>
|
||||
<div class="ml-1 mt-1 text-secondary">Tax ID
|
||||
<span class="text-dark float-right"><?php echo $client_tax_id_number; ?></span>
|
||||
</div>
|
||||
<?php } ?>
|
||||
if (!empty($location_phone)) { ?>
|
||||
<div>
|
||||
<i class="fa fa-fw fa-phone text-secondary ml-1 mr-2"></i><a href="tel:<?php echo $location_phone?>"><?php echo $location_phone; ?></a>
|
||||
</div>
|
||||
<?php } ?>
|
||||
<hr class="my-2">
|
||||
<?php }
|
||||
|
||||
if (!empty($client_website)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-globe text-secondary ml-1 mr-2"></i><a target="_blank" href="//<?php echo $client_website; ?>"><?php echo $client_website; ?></a>
|
||||
</div>
|
||||
<?php } ?>
|
||||
</div>
|
||||
|
||||
<div class="card card-body px-3 py-2">
|
||||
<h5>Primary Contact</h5>
|
||||
<?php
|
||||
|
||||
if (!empty($contact_name)) { ?>
|
||||
<div>
|
||||
<i class="fa fa-fw fa-user text-secondary ml-1 mr-2"></i><?php echo $contact_name; ?>
|
||||
</div>
|
||||
<?php }
|
||||
|
||||
if (!empty($contact_email)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-envelope text-secondary ml-1 mr-2"></i><a href="mailto:<?php echo $contact_email; ?>"><?php echo $contact_email; ?></a>
|
||||
</div>
|
||||
<?php
|
||||
}
|
||||
|
||||
if (!empty($contact_phone)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-phone text-secondary ml-1 mr-2"></i><a href="tel:<?php echo $contact_phone; ?>"><?php echo $contact_phone; ?></a>
|
||||
|
||||
<?php if (lookupUserPermission("module_support") >= 1 && $config_module_enable_ticketing == 1) { ?>
|
||||
<div class="col-md border-left border-top">
|
||||
<h5 class="text-secondary mt-1">Support</h5>
|
||||
<div class="ml-1 text-secondary">Open Tickets
|
||||
<span class="text-dark float-right"><?php echo $num_active_tickets; ?></span>
|
||||
</div>
|
||||
<div class="ml-1 text-secondary mt-1">Closed Tickets
|
||||
<span class="text-dark float-right"><?php echo $num_closed_tickets; ?></span>
|
||||
</div>
|
||||
<?php
|
||||
if (!empty($client_tag_name_display_array)) { ?>
|
||||
<hr>
|
||||
<?php echo $client_tags_display; ?>
|
||||
<?php } ?>
|
||||
if (!empty($contact_extension)) {
|
||||
echo "<small>x$contact_extension</small>";
|
||||
}
|
||||
?>
|
||||
</div>
|
||||
<?php } ?>
|
||||
<?php
|
||||
}
|
||||
|
||||
if (!empty($contact_mobile)) { ?>
|
||||
<div class="mt-1">
|
||||
<i class="fa fa-fw fa-mobile-alt text-secondary ml-1 mr-2"></i><a href="tel:<?php echo $contact_mobile; ?>"><?php echo $contact_mobile; ?></a>
|
||||
</div>
|
||||
<?php } ?>
|
||||
</div>
|
||||
|
||||
<?php if (lookupUserPermission("module_financial") >= 1 && $config_module_enable_accounting == 1) { ?>
|
||||
|
||||
<div class="card card-body px-3 py-2">
|
||||
<h5>Billing</h5>
|
||||
<div class="ml-1 text-secondary">Hourly Rate
|
||||
<span class="text-dark float-right"> <?php echo numfmt_format_currency($currency_format, $client_rate, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<div class="ml-1 mt-1 text-secondary">Paid
|
||||
<span class="text-dark float-right"> <?php echo numfmt_format_currency($currency_format, $amount_paid, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<div class="ml-1 mt-1 text-secondary">Balance
|
||||
<span class="<?php if ($balance > 0) { echo "text-danger"; }else{ echo "text-dark"; } ?> float-right"> <?php echo numfmt_format_currency($currency_format, $balance, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<?php if ($credit_balance) { ?>
|
||||
<div class="ml-1 mt-1 text-secondary">Credit
|
||||
<span class="text-success float-right"><?php echo numfmt_format_currency($currency_format, $credit_balance, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<?php } ?>
|
||||
<div class="ml-1 mt-1 text-secondary">Monthly Recurring
|
||||
<span class="text-dark float-right"> <?php echo numfmt_format_currency($currency_format, $recurring_monthly, $client_currency_code); ?></span>
|
||||
</div>
|
||||
<div class="ml-1 mt-1 text-secondary">Net Terms
|
||||
<span class="text-dark float-right"><?php echo $client_net_terms; ?><small class="text-secondary ml-1">Days</small></span>
|
||||
</div>
|
||||
<?php if(!empty($client_tax_id_number)) { ?>
|
||||
<div class="ml-1 mt-1 text-secondary">Tax ID
|
||||
<span class="text-dark float-right"><?php echo $client_tax_id_number; ?></span>
|
||||
</div>
|
||||
<?php } ?>
|
||||
</div>
|
||||
<?php } ?>
|
||||
|
||||
<?php if (lookupUserPermission("module_support") >= 1 && $config_module_enable_ticketing == 1) { ?>
|
||||
<div class="card card-body px-3 py-2">
|
||||
<h5>Support</h5>
|
||||
<div class="ml-1 text-secondary">Open Tickets
|
||||
<span class="text-dark float-right"><?php echo $num_active_tickets; ?></span>
|
||||
</div>
|
||||
<div class="ml-1 text-secondary mt-1">Closed Tickets
|
||||
<span class="text-dark float-right"><?php echo $num_closed_tickets; ?></span>
|
||||
</div>
|
||||
</div>
|
||||
<?php } ?>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php
|
||||
|
||||
require_once "modals/client_credit_add_modal.php";
|
||||
require_once "modals/client_delete_modal.php";
|
||||
require_once "modals/client_download_pdf_modal.php";
|
||||
|
||||
20
invoice.php
20
invoice.php
@@ -47,6 +47,7 @@ if (isset($_GET['invoice_id'])) {
|
||||
$invoice_due = nullable_htmlentities($row['invoice_due']);
|
||||
$invoice_amount = floatval($row['invoice_amount']);
|
||||
$invoice_discount = floatval($row['invoice_discount_amount']);
|
||||
$invoice_credit = floatval($row['invoice_credit_amount']);
|
||||
$invoice_currency_code = nullable_htmlentities($row['invoice_currency_code']);
|
||||
$invoice_note = nullable_htmlentities($row['invoice_note']);
|
||||
$invoice_url_key = nullable_htmlentities($row['invoice_url_key']);
|
||||
@@ -142,6 +143,12 @@ if (isset($_GET['invoice_id'])) {
|
||||
|
||||
$balance = $invoice_amount - $amount_paid;
|
||||
|
||||
// Get Credit Balance
|
||||
$sql_credit_balance = mysqli_query($mysqli, "SELECT SUM(credit_amount) AS credit_balance FROM credits WHERE credit_client_id = $client_id");
|
||||
$row = mysqli_fetch_array($sql_credit_balance);
|
||||
|
||||
$credit_balance = floatval($row['credit_balance']);
|
||||
|
||||
//check to see if overdue
|
||||
if ($invoice_status !== "Paid" && $invoice_status !== "Draft" && $invoice_status !== "Cancelled" && $invoice_status !== "Non-Billable") {
|
||||
$unixtime_invoice_due = strtotime($invoice_due) + 86400;
|
||||
@@ -240,6 +247,9 @@ if (isset($_GET['invoice_id'])) {
|
||||
<?php if ($config_stripe_enable) { ?>
|
||||
<button type="button" class="btn btn-success dropdown-toggle dropdown-toggle-split" data-toggle="dropdown"></button>
|
||||
<div class="dropdown-menu">
|
||||
<?php if ($credit_balance) { ?>
|
||||
<a class="dropdown-item" href="#" data-toggle="ajax-modal" data-ajax-url="ajax/ajax_invoice_apply_credit.php" data-ajax-id="<?php echo $invoice_id; ?>"><i class="fas fa-fw fa-wallet mr-2"></i>Apply Credit (Balance: <?php echo numfmt_format_currency($currency_format, $credit_balance, $client_currency_code); ?>)</a>
|
||||
<?php } ?>
|
||||
<a class="dropdown-item" href="guest/guest_pay_invoice_stripe.php?invoice_id=<?php echo "$invoice_id&url_key=$invoice_url_key"; ?>">Enter Card Manually</a>
|
||||
<?php
|
||||
if (mysqli_num_rows($sql_saved_payment_methods) > 0) { ?>
|
||||
@@ -543,6 +553,16 @@ if (isset($_GET['invoice_id'])) {
|
||||
<?php
|
||||
}
|
||||
?>
|
||||
<?php
|
||||
if ($invoice_credit > 0) {
|
||||
?>
|
||||
<tr>
|
||||
<td>Credit:</td>
|
||||
<td class="text-right">-<?php echo numfmt_format_currency($currency_format, $invoice_credit, $invoice_currency_code); ?></td>
|
||||
</tr>
|
||||
<?php
|
||||
}
|
||||
?>
|
||||
<?php if ($total_tax > 0) { ?>
|
||||
<tr>
|
||||
<td>Tax:</td>
|
||||
|
||||
@@ -7,32 +7,31 @@
|
||||
<span>×</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<ul class="modal-header nav nav-pills nav-justified">
|
||||
<li class="nav-item">
|
||||
<a class="nav-link active" data-toggle="pill" href="#pills-details">Details</a>
|
||||
</li>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-location">Location</a>
|
||||
</li>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-contact" id="contactNavPill">Contact</a>
|
||||
</li>
|
||||
<?php if ($config_module_enable_accounting) { ?>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-billing">Billing</a>
|
||||
</li>
|
||||
<?php } ?>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-notes">Notes</a>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<form action="post.php" method="post" autocomplete="off">
|
||||
<input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<div class="modal-body">
|
||||
|
||||
<ul class="nav nav-pills nav-justified mb-3">
|
||||
<li class="nav-item">
|
||||
<a class="nav-link active" data-toggle="pill" href="#pills-details">Details</a>
|
||||
</li>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-location">Location</a>
|
||||
</li>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-contact" id="contactNavPill">Contact</a>
|
||||
</li>
|
||||
<?php if ($config_module_enable_accounting) { ?>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-billing">Billing</a>
|
||||
</li>
|
||||
<?php } ?>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-notes">Notes</a>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<hr>
|
||||
|
||||
<div class="tab-content">
|
||||
|
||||
<div class="tab-pane fade show active" id="pills-details">
|
||||
@@ -373,7 +372,7 @@
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="submit" name="add_client" class="btn btn-primary text-bold" onclick="promptPrimaryContact()"><i class="fa fa-check mr-2"></i>Create</button>
|
||||
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Close</button>
|
||||
<button type="button" class="btn btn-outline-secondary" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Close</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
82
modals/client_credit_add_modal.php
Normal file
82
modals/client_credit_add_modal.php
Normal file
@@ -0,0 +1,82 @@
|
||||
<div class="modal" id="addCreditModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content border-dark">
|
||||
<div class="modal-header bg-dark">
|
||||
<h5 class="modal-title"><i class="fa fa-fw fa-wallet mr-2"></i>Adding <strong>Credit</strong> (Credit Balance: <?php echo numfmt_format_currency($currency_format, $credit_balance, $client_currency_code); ?>)</h5>
|
||||
<button type="button" class="close text-white" data-dismiss="modal">
|
||||
<span>×</span>
|
||||
</button>
|
||||
</div>
|
||||
<form action="post.php" method="post" autocomplete="off">
|
||||
<input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<div class="modal-body">
|
||||
|
||||
<div class="form-group">
|
||||
<label>Expire</label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-calendar-day"></i></span>
|
||||
</div>
|
||||
<input type="date" class="form-control" name="expire" max="2999-12-31">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Amount<strong class="text-danger ml-2">*</strong></label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-dollar-sign"></i></span>
|
||||
</div>
|
||||
<input type="text" class="form-control" inputmode="numeric" pattern="[0-9]*\.?[0-9]{0,2}" name="amount" placeholder="0.00" required>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Reference<strong class="text-danger ml-2">*</strong></label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-file-alt"></i></span>
|
||||
</div>
|
||||
<input type="text" class="form-control" name="reference" placeholder="Enter a reference" maxlength="250">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php if (isset($_GET['client_id'])) { ?>
|
||||
<input type="hidden" name="client" value="<?php echo $client_id; ?>">
|
||||
<?php } else { ?>
|
||||
|
||||
<div class="form-group col-md">
|
||||
<label>Client</label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-user"></i></span>
|
||||
</div>
|
||||
<select class="form-control select2" name="client" required>
|
||||
<option value="0">- Client (Optional) -</option>
|
||||
<?php
|
||||
|
||||
$sql = mysqli_query($mysqli, "SELECT client_id, client_name FROM clients ORDER BY client_name ASC");
|
||||
while ($row = mysqli_fetch_array($sql)) {
|
||||
$client_id = intval($row['client_id']);
|
||||
$client_name = nullable_htmlentities($row['client_name']);
|
||||
?>
|
||||
<option value="<?php echo $client_id; ?>"><?php echo $client_name; ?></option>
|
||||
|
||||
<?php
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="submit" name="add_credit" class="btn btn-primary text-bold"><i class="fa fa-fw fa-check mr-2"></i>Add</button>
|
||||
<button type="button" class="btn btn-secondary" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
29
post/user/credit.php
Normal file
29
post/user/credit.php
Normal file
@@ -0,0 +1,29 @@
|
||||
<?php
|
||||
|
||||
/*
|
||||
* ITFlow - GET/POST request handler for credits
|
||||
*/
|
||||
|
||||
defined('FROM_POST_HANDLER') || die("Direct file access is not allowed");
|
||||
|
||||
if (isset($_POST['add_credit'])) {
|
||||
|
||||
validateCSRFToken($_POST['csrf_token']);
|
||||
enforceUserPermission('module_sales', 2);
|
||||
|
||||
$client_id = intval($_POST['client']);
|
||||
$amount = floatval($_POST['amount']);
|
||||
$expire = sanitizeInput($_POST['expire']);
|
||||
$reference = sanitizeInput($_POST['reference']);
|
||||
|
||||
mysqli_query($mysqli,"INSERT INTO credits SET credit_amount = $amount, credit_reference = '$reference', credit_created_by = $session_user_id, credit_client_id = $client_id");
|
||||
|
||||
$credit_id = mysqli_insert_id($mysqli);
|
||||
|
||||
// Logging
|
||||
logAction("Credit", "Create", "$session_name added " . numfmt_format_currency($currency_format, $amount, $session_company_currency) . "", $client_id, $credit_id);
|
||||
|
||||
$_SESSION['alert_message'] = "" . numfmt_format_currency($currency_format, $amount, $session_company_currency) . " Credit Added ";
|
||||
|
||||
header("Location: " . $_SERVER["HTTP_REFERER"]);
|
||||
}
|
||||
@@ -894,6 +894,170 @@ if (isset($_POST['add_payment'])) {
|
||||
}
|
||||
}
|
||||
|
||||
if (isset($_POST['apply_credit'])) {
|
||||
enforceUserPermission('module_sales', 2);
|
||||
enforceUserPermission('module_financial', 2);
|
||||
|
||||
$invoice_id = intval($_POST['invoice_id']);
|
||||
$amount = floatval($_POST['amount']);
|
||||
$invoice_balance = floatval($_POST['invoice_balance']);
|
||||
$currency_code = sanitizeInput($_POST['currency_code']);
|
||||
$email_receipt = intval($_POST['email_receipt'] ?? 0);
|
||||
|
||||
$client_id = getFieldByID('invoices',$invoice_id,'invoice_client_id');
|
||||
$invoice_prefix = getFieldByID('invoices',$invoice_id,'invoice_prefix');
|
||||
$invoice_number = getFieldByID('invoices',$invoice_id,'invoice_number');
|
||||
$invoice_status = getFieldByID('invoices',$invoice_id,'invoice_status');
|
||||
|
||||
//Check to see if amount entered is greater than the balance of the invoice
|
||||
if ($amount > $invoice_balance) {
|
||||
$_SESSION['alert_message'] = "Credit is more than the balance";
|
||||
header("Location: " . $_SERVER["HTTP_REFERER"]);
|
||||
} else {
|
||||
mysqli_query($mysqli,"UPDATE invoices SET invoice_credit_amount = $amount WHERE invoice_id = $invoice_id");
|
||||
|
||||
/*
|
||||
//Add up all the payments for the invoice and get the total amount paid to the invoice
|
||||
$sql_total_payments_amount = mysqli_query($mysqli,"SELECT SUM(payment_amount) AS payments_amount FROM payments WHERE payment_invoice_id = $invoice_id");
|
||||
$row = mysqli_fetch_array($sql_total_payments_amount);
|
||||
$total_payments_amount = floatval($row['payments_amount']);
|
||||
|
||||
//Get the invoice total
|
||||
$sql = mysqli_query($mysqli,"SELECT * FROM invoices
|
||||
LEFT JOIN clients ON invoice_client_id = client_id
|
||||
LEFT JOIN contacts ON clients.client_id = contacts.contact_client_id AND contact_primary = 1
|
||||
WHERE invoice_id = $invoice_id"
|
||||
);
|
||||
|
||||
$row = mysqli_fetch_array($sql);
|
||||
$invoice_amount = floatval($row['invoice_amount']);
|
||||
$invoice_prefix = sanitizeInput($row['invoice_prefix']);
|
||||
$invoice_number = intval($row['invoice_number']);
|
||||
$invoice_url_key = sanitizeInput($row['invoice_url_key']);
|
||||
$invoice_currency_code = sanitizeInput($row['invoice_currency_code']);
|
||||
$client_id = intval($row['client_id']);
|
||||
$client_name = sanitizeInput($row['client_name']);
|
||||
$contact_name = sanitizeInput($row['contact_name']);
|
||||
$contact_email = sanitizeInput($row['contact_email']);
|
||||
$contact_phone = sanitizeInput(formatPhoneNumber($row['contact_phone'], $row['contact_phone_country_code']));
|
||||
$contact_extension = preg_replace("/[^0-9]/", '',$row['contact_extension']);
|
||||
$contact_mobile = sanitizeInput(formatPhoneNumber($row['contact_mobile'], $row['contact_mobile_country_code']));
|
||||
|
||||
$sql = mysqli_query($mysqli,"SELECT * FROM companies WHERE company_id = 1");
|
||||
$row = mysqli_fetch_array($sql);
|
||||
|
||||
$company_name = sanitizeInput($row['company_name']);
|
||||
$company_country = sanitizeInput($row['company_country']);
|
||||
$company_address = sanitizeInput($row['company_address']);
|
||||
$company_city = sanitizeInput($row['company_city']);
|
||||
$company_state = sanitizeInput($row['company_state']);
|
||||
$company_zip = sanitizeInput($row['company_zip']);
|
||||
$company_phone = sanitizeInput(formatPhoneNumber($row['company_phone'], $row['company_phone_country_code']));
|
||||
$company_email = sanitizeInput($row['company_email']);
|
||||
$company_website = sanitizeInput($row['company_website']);
|
||||
$company_logo = sanitizeInput($row['company_logo']);
|
||||
|
||||
// Sanitize Config vars from get_settings.php
|
||||
$config_invoice_from_name = sanitizeInput($config_invoice_from_name);
|
||||
$config_invoice_from_email = sanitizeInput($config_invoice_from_email);
|
||||
|
||||
//Calculate the Invoice balance
|
||||
$invoice_balance = $invoice_amount - $total_payments_amount;
|
||||
|
||||
$email_data = [];
|
||||
|
||||
//Determine if invoice has been paid then set the status accordingly
|
||||
if ($invoice_balance == 0) {
|
||||
|
||||
$invoice_status = "Paid";
|
||||
|
||||
if ($email_receipt == 1) {
|
||||
|
||||
$subject = "Payment Received - Invoice $invoice_prefix$invoice_number";
|
||||
$body = "Hello $contact_name,<br><br>We have received your payment in full for the amount of " . numfmt_format_currency($currency_format, $amount, $invoice_currency_code) . " for invoice <a href=\'https://$config_base_url/guest/guest_view_invoice.php?invoice_id=$invoice_id&url_key=$invoice_url_key\'>$invoice_prefix$invoice_number</a>. Please keep this email as a receipt for your records.<br><br>Amount Paid: " . numfmt_format_currency($currency_format, $amount, $invoice_currency_code) . "<br>Payment Method: $payment_method<br>Payment Reference: $reference<br><br>Thank you for your business!<br><br><br>--<br>$company_name - Billing Department<br>$config_invoice_from_email<br>$company_phone";
|
||||
|
||||
// Queue Mail
|
||||
$email = [
|
||||
'from' => $config_invoice_from_email,
|
||||
'from_name' => $config_invoice_from_name,
|
||||
'recipient' => $contact_email,
|
||||
'recipient_name' => $contact_name,
|
||||
'subject' => $subject,
|
||||
'body' => $body
|
||||
];
|
||||
|
||||
$email_data[] = $email;
|
||||
|
||||
// Add email to queue
|
||||
if (!empty($email)) {
|
||||
addToMailQueue($email_data);
|
||||
}
|
||||
|
||||
// Get Email ID for reference
|
||||
$email_id = mysqli_insert_id($mysqli);
|
||||
|
||||
// Email Logging
|
||||
mysqli_query($mysqli,"INSERT INTO history SET history_status = 'Sent', history_description = 'Payment Receipt sent to mail queue ID: $email_id!', history_invoice_id = $invoice_id");
|
||||
logAction("Invoice", "Payment", "Payment receipt for invoice $invoice_prefix$invoice_number queued to $contact_email Email ID: $email_id", $client_id, $invoice_id);
|
||||
|
||||
}
|
||||
|
||||
} else {
|
||||
|
||||
$invoice_status = "Partial";
|
||||
|
||||
if ($email_receipt == 1) {
|
||||
|
||||
$subject = "Partial Payment Received - Invoice $invoice_prefix$invoice_number";
|
||||
$body = "Hello $contact_name,<br><br>We have received partial payment in the amount of " . numfmt_format_currency($currency_format, $amount, $invoice_currency_code) . " and it has been applied to invoice <a href=\'https://$config_base_url/guest/guest_view_invoice.php?invoice_id=$invoice_id&url_key=$invoice_url_key\'>$invoice_prefix$invoice_number</a>. Please keep this email as a receipt for your records.<br><br>Amount Paid: " . numfmt_format_currency($currency_format, $amount, $invoice_currency_code) . "<br>Payment Method: $payment_method<br>Payment Reference: $reference<br>Invoice Balance: " . numfmt_format_currency($currency_format, $invoice_balance, $invoice_currency_code) . "<br><br>Thank you for your business!<br><br><br>~<br>$company_name - Billing<br>$config_invoice_from_email<br>$company_phone";
|
||||
|
||||
// Queue Mail
|
||||
$email = [
|
||||
'from' => $config_invoice_from_email,
|
||||
'from_name' => $config_invoice_from_name,
|
||||
'recipient' => $contact_email,
|
||||
'recipient_name' => $contact_name,
|
||||
'subject' => $subject,
|
||||
'body' => $body
|
||||
];
|
||||
|
||||
$email_data[] = $email;
|
||||
|
||||
// Add email to queue
|
||||
if (!empty($email)) {
|
||||
addToMailQueue($email_data);
|
||||
}
|
||||
|
||||
// Get Email ID for reference
|
||||
$email_id = mysqli_insert_id($mysqli);
|
||||
|
||||
// Email Logging
|
||||
mysqli_query($mysqli,"INSERT INTO history SET history_status = 'Sent', history_description = 'Payment Receipt sent to mail queue ID: $email_id!', history_invoice_id = $invoice_id");
|
||||
logAction("Invoice", "Payment", "Payment receipt for invoice $invoice_prefix$invoice_number queued to $contact_email Email ID: $email_id", $client_id, $invoice_id);
|
||||
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
//Update Invoice Status
|
||||
mysqli_query($mysqli,"UPDATE invoices SET invoice_status = '$invoice_status' WHERE invoice_id = $invoice_id");
|
||||
|
||||
*/
|
||||
|
||||
//Add Payment to History
|
||||
mysqli_query($mysqli,"INSERT INTO history SET history_status = '$invoice_status', history_description = 'Credit applied', history_invoice_id = $invoice_id");
|
||||
|
||||
// Logging
|
||||
logAction("Invoice", "Payment", "Credit" . numfmt_format_currency($currency_format, $amount, $session_company_currency) . " added to invoice $invoice_prefix$invoice_number", $client_id, $invoice_id);
|
||||
|
||||
customAction('invoice_pay', $invoice_id);
|
||||
|
||||
$_SESSION['alert_message'] .= "Credit amount <strong>" . numfmt_format_currency($currency_format, $amount, $session_company_currency) . "</strong> applied";
|
||||
|
||||
header("Location: " . $_SERVER["HTTP_REFERER"]);
|
||||
}
|
||||
}
|
||||
|
||||
if (isset($_GET['add_payment_stripe'])) {
|
||||
|
||||
enforceUserPermission('module_sales', 2);
|
||||
|
||||
Reference in New Issue
Block a user