Feature: Added Send Account Statment in Client Invoices Drop Down with Date Options and options to only include paid invoices

agent/modals/client/client_statement.php

@@ -0,0 +1,192 @@
+<?php
+
+require_once '../../../includes/modal_header.php';
+
+enforceUserPermission('module_sales', 2);
+
+$client_id = intval($_GET['client_id']);
+
+enforceClientAccess();
+
+$sql = mysqli_query($mysqli, "SELECT client_currency_code, client_name FROM clients WHERE client_id = $client_id LIMIT 1");
+$row = mysqli_fetch_assoc($sql);
+$client_name = escapeHtml($row['client_name']);
+$client_currency_code = escapeHtml($row['client_currency_code']);
+
+if (empty($client_currency_code)) {
+    $client_currency_code = $session_company_currency;
+}
+
+// What the client owes right now, shown as context so the agent knows roughly
+// what is about to go out. Deliberately not filtered by the date range below -
+// this is the standing balance, not a preview of the statement.
+$row = mysqli_fetch_assoc(mysqli_query(
+    $mysqli,
+    "SELECT IFNULL(SUM(invoice_amount), 0) - IFNULL(SUM(amount_paid), 0) AS balance,
+        COUNT(invoice_id) AS invoice_count FROM invoices
+    LEFT JOIN (
+        SELECT payment_invoice_id, SUM(payment_amount) AS amount_paid FROM payments
+        WHERE payment_archived_at IS NULL
+        GROUP BY payment_invoice_id
+    ) AS invoice_payments ON payment_invoice_id = invoice_id
+    WHERE invoice_client_id = $client_id
+    AND invoice_status NOT IN ('Draft', 'Cancelled', 'Non-Billable')"
+));
+$outstanding_balance = floatval($row['balance']);
+
+// Statement recipients follow the invoice rules - a statement is a billing
+// document, so the same people who would get the invoice get the statement.
+$sql_contacts = mysqli_query(
+    $mysqli,
+    "SELECT contact_billing, contact_email, contact_id, contact_name, contact_primary, contact_title
+    FROM contacts
+    WHERE contact_client_id = $client_id
+    AND contact_archived_at IS NULL
+    AND contact_email IS NOT NULL
+    AND contact_email != ''
+    " . documentContactFilterSql('invoice') . "
+    ORDER BY contact_primary DESC, contact_billing DESC, contact_name ASC"
+);
+
+$contact_count = mysqli_num_rows($sql_contacts);
+
+$default_contact_ids = [];
+$sql_defaults = mysqli_query(
+    $mysqli,
+    "SELECT contact_id FROM contacts
+    WHERE contact_client_id = $client_id
+    AND contact_archived_at IS NULL
+    AND contact_email IS NOT NULL
+    AND contact_email != ''
+    " . documentDefaultContactFilterSql('invoice')
+);
+while ($row = mysqli_fetch_assoc($sql_defaults)) {
+    $default_contact_ids[] = intval($row['contact_id']);
+}
+
+ob_start();
+
+?>
+
+<div class="modal-header bg-dark">
+    <h5 class="modal-title text-white">
+        <i class="fa fa-fw fa-file-alt me-2"></i>Send Account Statement
+        <span class="text-muted ms-1"><?= $client_name ?></span>
+    </h5>
+    <button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
+</div>
+<form action="post.php" method="post" autocomplete="off">
+    <input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
+    <input type="hidden" name="client_id" value="<?= $client_id ?>">
+
+    <div class="modal-body">
+
+        <?php if ($contact_count == 0) { ?>
+
+            <p class="text-muted mb-0">
+                This client has no primary or billing contact with an email address, so there is
+                nobody to send a statement to. Flag a contact as billing first.
+            </p>
+
+        <?php } else { ?>
+
+            <div class="alert alert-secondary">
+                <i class="fa fa-fw fa-balance-scale me-2"></i>Current outstanding balance:
+                <strong><?= numfmt_format_currency($currency_format, $outstanding_balance, $client_currency_code) ?></strong>
+            </div>
+
+            <h6 class="text-bold">Statement Options</h6>
+
+            <div class="row g-2">
+                <div class="col-sm-6 mb-3">
+                    <label>From</label>
+                    <div class="input-group">
+                        <span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
+                        <input type="date" class="form-control" name="dtf" max="2999-12-31">
+                    </div>
+                    <small class="text-muted">Leave blank for all history</small>
+                </div>
+                <div class="col-sm-6 mb-3">
+                    <label>To</label>
+                    <div class="input-group">
+                        <span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
+                        <input type="date" class="form-control" name="dtt" max="2999-12-31" value="<?= date("Y-m-d") ?>">
+                    </div>
+                </div>
+            </div>
+
+            <div class="mb-3">
+                <div class="form-check">
+                    <input type="checkbox" class="form-check-input" id="statementIncludePaid" name="include_paid" value="1">
+                    <label class="form-check-label" for="statementIncludePaid">
+                        Include paid invoices
+                        <span class="text-muted">- off means outstanding items only</span>
+                    </label>
+                </div>
+            </div>
+
+            <hr>
+
+            <h6 class="text-bold">Email Options</h6>
+
+            <label class="mb-2">Send to <strong class="text-danger">*</strong></label>
+
+            <div class="list-group mb-0">
+
+                <?php
+
+                while ($row = mysqli_fetch_assoc($sql_contacts)) {
+                    $contact_id = intval($row['contact_id']);
+                    $contact_name = escapeHtml($row['contact_name']);
+                    $contact_email = escapeHtml($row['contact_email']);
+                    $contact_title = escapeHtml($row['contact_title']);
+                    $contact_primary = intval($row['contact_primary']);
+                    $contact_billing = intval($row['contact_billing']);
+
+                    $contact_checked = in_array($contact_id, $default_contact_ids, true);
+
+                    ?>
+
+                    <label class="list-group-item" for="statementContact<?= $contact_id ?>">
+                        <input type="checkbox" class="form-check-input me-2" name="contacts[]"
+                            id="statementContact<?= $contact_id ?>" value="<?= $contact_id ?>"
+                            <?php if ($contact_checked) { echo "checked"; } ?>>
+                        <strong><?= $contact_name ?></strong>
+                        <?php if ($contact_primary == 1) { ?>
+                            <span class="badge text-bg-primary ms-1">Primary</span>
+                        <?php } ?>
+                        <?php if ($contact_billing == 1) { ?>
+                            <span class="badge text-bg-success ms-1">Billing</span>
+                        <?php } ?>
+                        <?php if (!empty($contact_title)) { ?>
+                            <span class="text-muted ms-1"><?= $contact_title ?></span>
+                        <?php } ?>
+                        <br>
+                        <span class="text-muted ms-4"><?= $contact_email ?></span>
+                    </label>
+
+                    <?php
+
+                }
+
+                ?>
+
+            </div>
+
+        <?php } ?>
+
+    </div>
+    <div class="modal-footer">
+        <?php if ($contact_count > 0) { ?>
+            <button type="submit" name="send_statement" class="btn btn-primary text-bold">
+                <i class="fa fa-fw fa-paper-plane me-2"></i>Send Statement
+            </button>
+        <?php } ?>
+        <button type="button" class="btn btn-light" data-bs-dismiss="modal">
+            <i class="fa fa-fw fa-times me-2"></i>Cancel
+        </button>
+    </div>
+</form>
+
+<?php
+require_once '../../../includes/modal_footer.php';