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Feature: On all export modals added Filter Tab and Selectable Columns tab with default selected, also you can now export to a PDF

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This commit is contained in:
johnnyq
2026-07-30 00:46:15 -04:00
parent 729d22d19b
commit 3c8f812a16
61 changed files with 3997 additions and 829 deletions
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81
agent/post/quote.php
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@@ -685,62 +685,75 @@ if (isset($_GET['mark_quote_invoiced'])) {
}
if(isset($_POST['export_quotes_csv'])){
if (isset($_POST['export_quotes'])) {
validateCSRFToken();
// Exports are reads - see CONTRIBUTING.md
enforceUserPermission('module_sales');
if ($_POST['client_id']) {
$format = resolveExportFormat($_POST['export_quotes']);
// Filters inherited from the quotes page - mirrors agent/quotes.php
$filter_summary = [];
if (!empty($_POST['client_id'])) {
$client_id = intval($_POST['client_id']);
$client_query = "WHERE quote_client_id = $client_id";
// Get Client Name for logging
$client_query = "AND quote_client_id = $client_id";
$client_name = getFieldById('clients', $client_id, 'client_name');
$file_name_prepend = "$client_name-";
$filter_summary['Client'] = $client_name;
enforceClientAccess();
} else {
$client_query = 'WHERE 1=1';
$client_name = '';
$file_name_prepend = "$session_company_name";
$client_query = '';
$client_id = 0; // for Logging
$file_name_prepend = "$session_company_name-";
}
$sql = mysqli_query($mysqli,"SELECT * FROM quotes LEFT JOIN clients ON client_id = quote_client_id $client_query $access_permission_query ORDER BY quote_number ASC");
// Date Filter
$dtf = escapeSql(!empty($_POST['dtf']) ? $_POST['dtf'] : '1970-01-01');
$dtt = escapeSql(!empty($_POST['dtt']) ? $_POST['dtt'] : '2099-12-31');
$date_range = formatExportDateRange($dtf, $dtt);
if ($date_range) {
$filter_summary['Dated'] = $date_range;
}
// Search Filter
$q = escapeSql($_POST['q'] ?? '');
if (!empty($q)) {
$filter_summary['Search'] = $_POST['q'];
}
$sql = mysqli_query(
$mysqli,
"SELECT * FROM quotes
LEFT JOIN clients ON quote_client_id = client_id
LEFT JOIN categories ON quote_category_id = category_id
WHERE (CONCAT(quote_prefix,quote_number) LIKE '%$q%' OR quote_scope LIKE '%$q%' OR category_name LIKE '%$q%' OR quote_status LIKE '%$q%' OR quote_amount LIKE '%$q%' OR client_name LIKE '%$q%')
AND DATE(quote_date) BETWEEN '$dtf' AND '$dtt'
$access_permission_query
$client_query
ORDER BY quote_number ASC"
);
$num_rows = mysqli_num_rows($sql);
if($num_rows > 0){
$delimiter = ",";
$enclosure = '"';
$escape = '\\'; // backslash
$filename = sanitizeFilename($file_name_prepend . "Quotes-" . date('Y-m-d_H-i-s') . ".csv");
if ($num_rows > 0) {
//create a file pointer
$f = fopen('php://memory', 'w');
guardExportPdfRowCount($format, $num_rows);
//set column headers
$fields = array('Quote Number', 'Scope', 'Amount', 'Date', 'Status');
fputcsv($f, $fields, $delimiter, $enclosure, $escape);
$export = beginExport('quotes', $format, $file_name_prepend . 'Quotes', 'Quotes', summarizeExportFilters($filter_summary));
//output each row of the data, format line as csv and write to file pointer
while($row = $sql->fetch_assoc()){
$lineData = array($row['quote_prefix'] . $row['quote_number'], $row['quote_scope'], $row['quote_amount'], $row['quote_date'], $row['quote_status']);
fputcsv($f, array_map('escapeCsvFormula', $lineData), $delimiter, $enclosure, $escape);
while ($row = mysqli_fetch_assoc($sql)) {
$row['quote_number_display'] = $row['quote_prefix'] . $row['quote_number'];
addExportRow($export, $row);
}
//move back to beginning of file
fseek($f, 0);
//set headers to download file rather than displayed
header('Content-Type: text/csv');
header('Content-Disposition: attachment; filename="' . $filename . '";');
//output all remaining data on a file pointer
fpassthru($f);
finishExport($export);
}
logAudit("Quote", "Export", "$session_name exported $num_rows quote(s) to a CSV file");
flashAlert("Exported <strong>$num_rows</strong> quote(s)");
logAudit("Quote", "Export", "$session_name exported $num_rows quote(s) to a " . strtoupper($format) . " file", $client_id);
exit;