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Email Invoice Only shows Billing and Primary, Quote shows Important Billing, Primary and Technical contacts that can be selected

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This commit is contained in:
johnnyq
2026-08-28 13:43:51 -04:00
parent 72e6f23e19
commit 68b15ca49b
5 changed files with 63 additions and 21 deletions
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22
agent/modals/quote/quote_email.php
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@@ -16,15 +16,19 @@ $client_id = intval($row['quote_client_id']);
enforceClientAccess();
// Wider than the invoice picker - see documentContactFilterSql(). A quote is
// read by whoever scoped the work as often as by whoever signs it.
$sql_contacts = mysqli_query(
$mysqli,
"SELECT contact_billing, contact_email, contact_id, contact_name, contact_primary, contact_title
"SELECT contact_billing, contact_email, contact_id, contact_important, contact_name,
contact_primary, contact_technical, 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 != ''
ORDER BY contact_primary DESC, contact_billing DESC, contact_name ASC"
" . documentContactFilterSql('quote') . "
ORDER BY contact_primary DESC, contact_billing DESC, contact_technical DESC, contact_name ASC"
);
$contact_count = mysqli_num_rows($sql_contacts);
@@ -48,9 +52,9 @@ ob_start();
<?php if ($contact_count == 0) { ?>
<p class="text-muted mb-0">
This client has no contacts with an email address, so there is nobody to send to.
Add a contact with an email address, or use Mark Sent to record that the quote
went out some other way.
This client has no primary, billing, technical or important contact with an email
address, so there is nobody to send a quote to. Flag a contact with one of those
roles, or use Mark Sent to record that the quote went out some other way.
</p>
<?php } else { ?>
@@ -68,6 +72,8 @@ ob_start();
$contact_title = escapeHtml($row['contact_title']);
$contact_primary = intval($row['contact_primary']);
$contact_billing = intval($row['contact_billing']);
$contact_technical = intval($row['contact_technical']);
$contact_important = intval($row['contact_important']);
// Default selection reproduces the old link: quotes went to
// the primary contact only. Billing contacts are listed and
@@ -88,6 +94,12 @@ ob_start();
<?php if ($contact_billing == 1) { ?>
<span class="badge text-bg-success ms-1">Billing</span>
<?php } ?>
<?php if ($contact_technical == 1) { ?>
<span class="badge text-bg-info ms-1">Technical</span>
<?php } ?>
<?php if ($contact_important == 1) { ?>
<span class="badge text-bg-warning ms-1">Important</span>
<?php } ?>
<?php if (!empty($contact_title)) { ?>
<span class="text-muted ms-1"><?= $contact_title ?></span>
<?php } ?>