From 7f7880a4a79ea9ba5ecc9a4bbe1245466b1552a3 Mon Sep 17 00:00:00 2001
From: johnnyq <johnny@pittpc.com>
Date: Tue, 28 Jul 2026 12:49:57 -0400
Subject: [PATCH] Add Quick Payments view modal in Invoices

---
 agent/invoices.php                        |  15 ++-
 agent/modals/invoice/invoice_payments.php | 155 ++++++++++++++++++++++
 2 files changed, 167 insertions(+), 3 deletions(-)
 create mode 100644 agent/modals/invoice/invoice_payments.php

diff --git a/agent/invoices.php b/agent/invoices.php
index 4524b1cb..a1b865f1 100644
--- a/agent/invoices.php
+++ b/agent/invoices.php
@@ -391,9 +391,18 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
                             <td class="<?php echo $overdue_color; ?>"><?php echo $invoice_due; ?></td>
                             <td><?php echo $category_name; ?></td>
                             <td>
-                              <span class="p-2 badge badge-<?php echo $invoice_badge_color; ?>">
-                                  <?php echo $invoice_status; ?>
-                              </span>
+                              <?php if ($invoice_status == 'Paid' || $invoice_status == 'Partial') { ?>
+                                <a class="ajax-modal" href="#" title="View payments"
+                                    data-modal-url="modals/invoice/invoice_payments.php?invoice_id=<?php echo $invoice_id; ?>">
+                                  <span class="p-2 badge badge-<?php echo $invoice_badge_color; ?>">
+                                      <?php echo $invoice_status; ?>
+                                  </span>
+                                </a>
+                              <?php } else { ?>
+                                <span class="p-2 badge badge-<?php echo $invoice_badge_color; ?>">
+                                    <?php echo $invoice_status; ?>
+                                </span>
+                              <?php } ?>
                             </td>
                             <td><?= $recurring_invoice_display ?></td>
                             <td>
diff --git a/agent/modals/invoice/invoice_payments.php b/agent/modals/invoice/invoice_payments.php
new file mode 100644
index 00000000..7f45a8cd
--- /dev/null
+++ b/agent/modals/invoice/invoice_payments.php
@@ -0,0 +1,155 @@
+<?php
+
+require_once '../../../includes/modal_header.php';
+
+enforceUserPermission('module_sales');
+
+$invoice_id = intval($_GET['invoice_id']);
+
+$sql = mysqli_query($mysqli, "SELECT * FROM invoices WHERE invoice_id = $invoice_id LIMIT 1");
+$row = mysqli_fetch_assoc($sql);
+$invoice_prefix = escapeHtml($row['invoice_prefix']);
+$invoice_number = escapeHtml($row['invoice_number']);
+$invoice_status = escapeHtml($row['invoice_status']);
+$invoice_amount = floatval($row['invoice_amount']);
+$invoice_currency_code = escapeHtml($row['invoice_currency_code']);
+$client_id = intval($row['invoice_client_id']);
+
+enforceClientAccess();
+
+$invoice_badge_color = getInvoiceBadgeColor($invoice_status);
+
+$sql_payments = mysqli_query(
+    $mysqli,
+    "SELECT * FROM payments
+    LEFT JOIN accounts ON payment_account_id = account_id
+    WHERE payment_invoice_id = $invoice_id
+    AND payment_archived_at IS NULL
+    ORDER BY payment_date ASC, payment_id ASC"
+);
+
+// Amount paid, so the modal shows what is still outstanding alongside the payments
+$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT SUM(payment_amount) AS amount_paid FROM payments WHERE payment_invoice_id = $invoice_id AND payment_archived_at IS NULL"));
+$amount_paid = floatval($row['amount_paid']);
+
+$balance = $invoice_amount - $amount_paid;
+
+ob_start();
+
+?>
+
+<div class="modal-header bg-dark">
+    <h5 class="modal-title text-white">
+        <i class="fa fa-fw fa-credit-card mr-2"></i>Payments for <?php echo "$invoice_prefix$invoice_number"; ?>
+        <span class="p-2 ml-2 badge badge-<?php echo $invoice_badge_color; ?>"><?php echo $invoice_status; ?></span>
+    </h5>
+    <button type="button" class="close text-white" data-dismiss="modal">
+        <span>&times;</span>
+    </button>
+</div>
+<div class="modal-body">
+
+    <?php if (mysqli_num_rows($sql_payments) == 0) { ?>
+
+        <p class="text-muted mb-0">No payments have been recorded against this invoice.</p>
+
+    <?php } else { ?>
+
+        <div class="table-responsive">
+            <table class="table table-striped table-borderless mb-0">
+                <thead class="text-dark text-nowrap">
+                <tr>
+                    <th>Date</th>
+                    <th class="text-right">Amount</th>
+                    <th>Method</th>
+                    <th>Reference</th>
+                    <th>Account</th>
+                </tr>
+                </thead>
+                <tbody>
+
+                <?php
+
+                while ($row = mysqli_fetch_assoc($sql_payments)) {
+                    $payment_id = intval($row['payment_id']);
+                    $payment_date = escapeHtml($row['payment_date']);
+                    $payment_amount = floatval($row['payment_amount']);
+                    $payment_currency_code = escapeHtml($row['payment_currency_code']);
+                    $payment_method = escapeHtml($row['payment_method']);
+                    $payment_reference = escapeHtml($row['payment_reference']);
+                    if (empty($payment_reference)) {
+                        $payment_reference_display = "-";
+                    } else {
+                        $payment_reference_display = $payment_reference;
+                    }
+                    $account_name = escapeHtml($row['account_name']);
+                    $account_archived_at = escapeHtml($row['account_archived_at']);
+                    if (empty($account_archived_at)) {
+                        $account_archived_display = "";
+                    } else {
+                        $account_archived_display = "Archived - ";
+                    }
+
+                    ?>
+
+                    <tr>
+                        <td>
+                            <?php if (lookupUserPermission("module_sales") >= 2) { ?>
+                                <a class="ajax-modal" href="#"
+                                    data-modal-size = "lg"
+                                    data-modal-url = "modals/payment/payment_edit.php?id=<?php echo $payment_id; ?>">
+                                    <?php echo $payment_date; ?>
+                                </a>
+                            <?php } else { ?>
+                                <?php echo $payment_date; ?>
+                            <?php } ?>
+                        </td>
+                        <td class="text-right text-monospace"><?php echo numfmt_format_currency($currency_format, $payment_amount, $payment_currency_code); ?></td>
+                        <td><?php echo $payment_method; ?></td>
+                        <td><?php echo $payment_reference_display; ?></td>
+                        <td><?php echo "$account_archived_display$account_name"; ?></td>
+                    </tr>
+
+                <?php
+
+                }
+
+                ?>
+
+                </tbody>
+            </table>
+        </div>
+
+    <?php } ?>
+
+    <hr>
+
+    <div class="row">
+        <div class="col-6 text-right ml-auto">
+            <table class="table table-sm table-borderless mb-0">
+                <tr>
+                    <td>Invoice Total:</td>
+                    <td class="text-right text-monospace"><?php echo numfmt_format_currency($currency_format, $invoice_amount, $invoice_currency_code); ?></td>
+                </tr>
+                <tr>
+                    <td>Amount Paid:</td>
+                    <td class="text-right text-monospace"><?php echo numfmt_format_currency($currency_format, $amount_paid, $invoice_currency_code); ?></td>
+                </tr>
+                <tr class="text-bold">
+                    <td>Balance:</td>
+                    <td class="text-right text-monospace"><?php echo numfmt_format_currency($currency_format, $balance, $invoice_currency_code); ?></td>
+                </tr>
+            </table>
+        </div>
+    </div>
+
+</div>
+<div class="modal-footer">
+    <a href="invoice.php?client_id=<?php echo $client_id; ?>&invoice_id=<?php echo $invoice_id; ?>" class="btn btn-primary text-bold">
+        <i class="fa fa-fw fa-file-invoice-dollar mr-2"></i>Open Invoice
+    </a>
+    <button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Close</button>
+</div>
+
+<?php
+require_once '../../../includes/modal_footer.php';