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Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5

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This commit is contained in:
johnnyq
2026-08-14 13:22:11 -04:00
parent 691059aab2
commit a084e37c39
458 changed files with 6069 additions and 8634 deletions
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128
agent/modals/client/client_add.php
View File

@@ -26,29 +26,27 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-user-plus mr-2"></i>New <?php if($leads_filter == 0){ echo "Client"; } else { echo "Lead"; } ?></h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-user-plus me-2"></i>New <?php if($leads_filter == 0){ echo "Client"; } else { echo "Lead"; } ?></h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></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>
<a class="nav-link active" data-bs-toggle="pill" href="#pills-details">Details</a>
</li>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-location">Location</a>
<a class="nav-link" data-bs-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>
<a class="nav-link" data-bs-toggle="pill" href="#pills-contact" id="contactNavPill">Contact</a>
</li>
<?php if ($config_module_enable_accounting) { ?>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-billing">Billing</a>
<a class="nav-link" data-bs-toggle="pill" href="#pills-billing">Billing</a>
</li>
<?php } ?>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-notes">Notes</a>
<a class="nav-link" data-bs-toggle="pill" href="#pills-notes">Notes</a>
</li>
</ul>
@@ -60,50 +58,40 @@ ob_start();
<div class="tab-pane fade show active" id="pills-details">
<div class="form-group">
<div class="mb-3">
<label>Name <strong class="text-danger">*</strong> / <span class="text-secondary">Is Lead</span></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-user"></i></span>
</div>
<input type="text" class="form-control" name="name" id="client_name" placeholder="Name or Company" maxlength="200" onfocusout="checkClientDuplicate()" required autofocus>
<div class="input-group-append">
<div class="input-group-text">
<input type="checkbox" name="lead" value="1" <?php if($leads_filter == 1){ echo "checked"; } ?>>
</div>
</div>
</div>
<div class="mt-2">
<span class="text-info" id="client_duplicate_info"></span>
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Shortened Name</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
</div>
<input type="text" class="form-control" name="abbreviation" placeholder="Shortned name for client - Max chars 6" maxlength="6" oninput="this.value = this.value.toUpperCase()">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Industry</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-briefcase"></i></span>
</div>
<input type="text" class="form-control" name="type" placeholder="Company Type" maxlength="200">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Referral</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-link"></i></span>
</div>
<select class="form-control select2" data-tags="true" name="referral">
<option value="">- Select Referral -</option>
<?php
@@ -114,31 +102,25 @@ ob_start();
<?php } ?>
</select>
<div class="input-group-append">
<button class="btn btn-secondary ajax-modal" type="button"
data-modal-url="../admin/modals/category/category_add.php?category=Referral">
<i class="fas fa-fw fa-plus"></i>
</button>
</div>
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Website</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-globe"></i></span>
</div>
<input type="text" class="form-control" name="website" placeholder="ex. google.com" maxlength="200">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Tags</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-tags"></i></span>
</div>
<select class="form-control select2" name="tags[]" data-placeholder="- Select Tags -"multiple>
<?php
@@ -150,12 +132,10 @@ ob_start();
<?php } ?>
</select>
<div class="input-group-append">
<button class="btn btn-secondary ajax-modal" type="button"
data-modal-url="../admin/modals/tag/tag_add.php?type=1">
<i class="fas fa-fw fa-plus"></i>
</button>
</div>
</div>
</div>
@@ -163,52 +143,42 @@ ob_start();
<div class="tab-pane fade" id="pills-location">
<div class="form-group">
<div class="mb-3">
<label>Address</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-map-marker-alt"></i></span>
</div>
<input type="text" class="form-control" name="address" placeholder="Street Address" maxlength="200">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>City</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-city"></i></span>
</div>
<input type="text" class="form-control" name="city" placeholder="City" maxlength="200">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>State / Province</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-flag"></i></span>
</div>
<input type="text" class="form-control" name="state" placeholder="State or Province" maxlength="200">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Postal Code</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fab fa-fw fa-usps"></i></span>
</div>
<input type="text" class="form-control" name="zip" placeholder="Zip or Postal Code" maxlength="200">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Country</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-globe-americas"></i></span>
</div>
<select class="form-control select2" name="country">
<option value="">- Select Country -</option>
<?php foreach($countries_array as $country_name) { ?>
@@ -220,33 +190,29 @@ ob_start();
<label>Location Phone / <span class="text-secondary">Extension</span></label>
<div class="form-row">
<div class="row g-2">
<div class="col-9">
<div class="form-group">
<div class="mb-3">
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-phone"></i></span>
</div>
<input type="tel" class="form-control col-2" name="location_phone_country_code" placeholder="+" maxlength="4">
<input type="tel" class="form-control" name="location_phone" placeholder="Phone Number" maxlength="200">
</div>
</div>
</div>
<div class="col-3">
<div class="form-group">
<div class="mb-3">
<input type="text" class="form-control" name="location_extension" placeholder="ext." maxlength="200">
</div>
</div>
</div>
<label>Location Fax</label>
<div class="form-row">
<div class="row g-2">
<div class="col-9">
<div class="form-group">
<div class="mb-3">
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-fax"></i></span>
</div>
<input type="tel" class="form-control col-2" name="location_fax_country_code" placeholder="+" maxlength="4">
<input type="tel" class="form-control" name="location_fax" placeholder="Fax Number" maxlength="200">
</div>
@@ -258,54 +224,46 @@ ob_start();
<div class="tab-pane fade" id="pills-contact">
<div class="form-group">
<div class="mb-3">
<label>Primary Contact <strong class="text-danger">*</strong></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-user-check"></i></span>
</div>
<input type="text" class="form-control" id="primaryContact" name="contact" placeholder="Primary Contact Person" maxlength="200" required autofocus>
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Title</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
</div>
<input type="text" class="form-control" name="title" placeholder="Title" maxlength="200">
</div>
</div>
<label>Contact Phone / <span class="text-secondary">Extension</span></label>
<div class="form-row">
<div class="row g-2">
<div class="col-9">
<div class="form-group">
<div class="mb-3">
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-phone"></i></span>
</div>
<input type="tel" class="form-control col-2" name="contact_phone_country_code" placeholder="+" maxlength="4">
<input type="tel" class="form-control" name="contact_phone" placeholder="Phone Number" maxlength="200">
</div>
</div>
</div>
<div class="col-3">
<div class="form-group">
<div class="mb-3">
<input type="text" class="form-control" name="contact_extension" placeholder="ext." maxlength="200">
</div>
</div>
</div>
<label>Mobile</label>
<div class="form-row">
<div class="row g-2">
<div class="col-9">
<div class="form-group">
<div class="mb-3">
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-mobile-alt"></i></span>
</div>
<input type="tel" class="form-control col-2" name="contact_mobile_country_code" placeholder="+" maxlength="4">
<input type="tel" class="form-control" name="contact_mobile" placeholder="Mobile Phone Number" maxlength="200">
</div>
@@ -313,12 +271,10 @@ ob_start();
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Contact Email</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-envelope"></i></span>
</div>
<input type="email" class="form-control" name="contact_email" placeholder="Contact's Email Address" maxlength="200">
</div>
</div>
@@ -329,22 +285,18 @@ ob_start();
<div class="tab-pane fade" id="pills-billing">
<div class="form-group">
<div class="mb-3">
<label>Hourly Rate</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-clock"></i></span>
</div>
<input type="text" class="form-control" inputmode="decimal" pattern="[0-9]*\.?[0-9]{0,2}" name="rate" placeholder="0.00" value="<?= "$config_default_hourly_rate" ?>">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Payment Terms</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
</div>
<select class="form-control select2" name="net_terms">
<?php foreach($net_terms_array as $net_term_value => $net_term_name) { ?>
<option <?php if ($config_default_net_terms == $net_term_value) { echo "selected"; } ?> value="<?= $net_term_value ?>"><?= $net_term_name ?></option>
@@ -353,12 +305,10 @@ ob_start();
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Tax ID</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-balance-scale"></i></span>
</div>
<input type="text" class="form-control" name="tax_id_number" placeholder="Tax ID Number" maxlength="255">
</div>
</div>
@@ -369,7 +319,7 @@ ob_start();
<?php } ?>
<div class="tab-pane fade" id="pills-notes">
<div class="form-group">
<div class="mb-3">
<textarea class="form-control" rows="10" name="notes" placeholder="Enter some notes"></textarea>
</div>
@@ -381,9 +331,9 @@ ob_start();
$sla_options[intval($sla_option_row['sla_id'])] = $sla_option_row['sla_name'];
}
if ($config_module_enable_ticketing && !empty($sla_options)) { ?>
<div class="form-group">
<div class="mb-3">
<label>Ticket SLAs</label>
<div class="form-row">
<div class="row g-2">
<?php foreach (['Low', 'Medium', 'High', 'Urgent'] as $sla_priority) { ?>
<div class="col-3">
<small class="text-secondary"><?= $sla_priority ?></small>
@@ -405,8 +355,8 @@ ob_start();
</div>
</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 Client</button>
<button type="button" class="btn btn-outline-secondary" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Close</button>
<button type="submit" name="add_client" class="btn btn-primary text-bold" onclick="promptPrimaryContact()"><i class="fa fa-check me-2"></i>Create Client</button>
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Close</button>
</div>
</form>

38
agent/modals/client/client_bulk_add_ticket.php
View File

@@ -12,10 +12,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fas fa-fw fa-life-ring mr-2"></i>New Tickets for <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fas fa-fw fa-life-ring me-2"></i>New Tickets for <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
@@ -24,24 +22,22 @@ ob_start();
<div class="modal-body">
<div class="form-group">
<div class="mb-3">
<label>Subject <strong class="text-danger">*</strong></label>
<input type="text" class="form-control" name="bulk_subject" placeholder="Enter a subject" maxlength="200" required>
</div>
<div class="form-group">
<div class="mb-3">
<textarea class="form-control tinymceTicket" id="textInput" name="bulk_details"></textarea>
</div>
<div class="row">
<div class="col">
<div class="form-group">
<div class="mb-3">
<label>Priority <strong class="text-danger">*</strong></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-thermometer-half"></i></span>
</div>
<select class="form-control select2" name="bulk_priority" required>
<option>Low</option>
<option>Medium</option>
@@ -53,12 +49,10 @@ ob_start();
</div>
<div class="col">
<div class="form-group">
<div class="mb-3">
<label>Category</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-layer-group"></i></span>
</div>
<select class="form-control select2" name="bulk_category">
<option value="0">- Not Categorized -</option>
<?php
@@ -81,12 +75,10 @@ ob_start();
<div class="row">
<div class="col">
<div class="form-group">
<div class="mb-3">
<label>Assign to</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-user-check"></i></span>
</div>
<select class="form-control select2" name="bulk_assigned_to">
<option value="0">Not Assigned</option>
<?php
@@ -108,12 +100,10 @@ ob_start();
<div class="col">
<div class="form-group">
<div class="mb-3">
<label>Project</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-project-diagram"></i></span>
</div>
<select class="form-control select2" name="bulk_project">
<option value="0">- None -</option>
<?php
@@ -132,10 +122,10 @@ ob_start();
</div>
<?php if ($config_module_enable_accounting) { ?>
<div class="form-group">
<div class="custom-control custom-switch">
<input type="checkbox" class="custom-control-input" name="bulk_billable" <?php if ($config_ticket_default_billable == 1) { echo "checked"; } ?> value="1" id="billableSwitch">
<label class="custom-control-label" for="billableSwitch">Billable</label>
<div class="mb-3">
<div class="form-check form-switch">
<input type="checkbox" class="form-check-input" name="bulk_billable" <?php if ($config_ticket_default_billable == 1) { echo "checked"; } ?> value="1" id="billableSwitch">
<label class="form-check-label" for="billableSwitch">Billable</label>
</div>
</div>
<?php } ?>
@@ -143,8 +133,8 @@ ob_start();
</div>
<div class="modal-footer">
<button type="submit" name="bulk_add_client_ticket" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Create</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fas fa-times mr-2"></i>Cancel</button>
<button type="submit" name="bulk_add_client_ticket" class="btn btn-primary text-bold"><i class="fas fa-check me-2"></i>Create</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fas fa-times me-2"></i>Cancel</button>
</div>
</form>

16
agent/modals/client/client_bulk_assign_tags.php
View File

@@ -11,10 +11,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-tags mr-2"></i>Assign Tags for <strong><?= $count ?></strong> Clients</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-tags me-2"></i>Assign Tags for <strong><?= $count ?></strong> Clients</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
@@ -24,17 +22,15 @@ ob_start();
<div class="modal-body">
<div class="form-group form-check">
<div class="mb-3 form-check">
<input type="checkbox" class="form-check-input" name="bulk_remove_tags" value="1">
<label class="form-check-label text-danger">Remove Existing Tags</label>
</div>
<div class="form-group">
<div class="mb-3">
<label>Tags</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-tags"></i></span>
</div>
<select class="form-control select2" name="bulk_tags[]" data-placeholder="Add some tags" multiple>
<?php
@@ -53,8 +49,8 @@ ob_start();
</div>
<div class="modal-footer">
<button type="submit" name="bulk_assign_client_tags" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Assign</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="bulk_assign_client_tags" class="btn btn-primary text-bold"><i class="fas fa-check me-2"></i>Assign</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>

14
agent/modals/client/client_bulk_edit_hourly_rate.php
View File

@@ -11,10 +11,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-clock mr-2"></i>Set Hourly Rate for <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-clock me-2"></i>Set Hourly Rate for <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
@@ -23,12 +21,10 @@ ob_start();
<div class="modal-body">
<div class="form-group">
<div class="mb-3">
<label>Hourly Rate</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-clock"></i></span>
</div>
<input type="text" class="form-control" inputmode="decimal" pattern="[0-9]*\.?[0-9]{0,2}" name="bulk_rate" placeholder="0.00" required>
</div>
</div>
@@ -36,8 +32,8 @@ ob_start();
</div>
<div class="modal-footer">
<button type="submit" name="bulk_edit_client_hourly_rate" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Save</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="bulk_edit_client_hourly_rate" class="btn btn-primary text-bold"><i class="fas fa-check me-2"></i>Save</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>

14
agent/modals/client/client_bulk_edit_industry.php
View File

@@ -11,10 +11,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-briefcase mr-2"></i>Set Industry for <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-briefcase me-2"></i>Set Industry for <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
@@ -23,12 +21,10 @@ ob_start();
<div class="modal-body">
<div class="form-group">
<div class="mb-3">
<label>Industry</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-briefcase"></i></span>
</div>
<input type="text" class="form-control" name="bulk_industry" placeholder="Enter an Industry" maxlength="200" required>
</div>
</div>
@@ -36,8 +32,8 @@ ob_start();
</div>
<div class="modal-footer">
<button type="submit" name="bulk_edit_client_industry" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Set</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="bulk_edit_client_industry" class="btn btn-primary text-bold"><i class="fas fa-check me-2"></i>Set</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>

14
agent/modals/client/client_bulk_edit_net_terms.php
View File

@@ -22,10 +22,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-calendar mr-2"></i>Set Net Terms for <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-calendar me-2"></i>Set Net Terms for <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
@@ -34,12 +32,10 @@ ob_start();
<div class="modal-body">
<div class="form-group">
<div class="mb-3">
<label>Invoice Net Terms</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
</div>
<select class="form-control select2" name="net_terms">
<option value="">- Net Terms -</option>
<?php foreach ($net_terms_array as $net_term_value => $net_term_name) { ?>
@@ -54,8 +50,8 @@ ob_start();
</div>
<div class="modal-footer">
<button type="submit" name="bulk_edit_client_net_terms" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Set</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="bulk_edit_client_net_terms" class="btn btn-primary text-bold"><i class="fas fa-check me-2"></i>Set</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>

16
agent/modals/client/client_bulk_edit_referral.php
View File

@@ -10,10 +10,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-link mr-2"></i>Set Referral for <strong><?= $count ?></strong> Clients</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-link me-2"></i>Set Referral for <strong><?= $count ?></strong> Clients</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
@@ -22,12 +20,10 @@ ob_start();
<div class="modal-body">
<div class="form-group">
<div class="mb-3">
<label>Referral</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-link"></i></span>
</div>
<select class="form-control select2" name="bulk_referral">
<option value="">- Select a Referral -</option>
<?php
@@ -38,20 +34,18 @@ ob_start();
<?php } ?>
</select>
<div class="input-group-append">
<button class="btn btn-secondary ajax-modal" type="button"
data-modal-url="/admin/modals/category/category_add.php?category=Referral">
<i class="fas fa-fw fa-plus"></i>
</button>
</div>
</div>
</div>
</div>
<div class="modal-footer">
<button type="submit" name="bulk_edit_client_referral" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Set</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="bulk_edit_client_referral" class="btn btn-primary text-bold"><i class="fas fa-check me-2"></i>Set</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>

58
agent/modals/client/client_bulk_email.php
View File

@@ -11,10 +11,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-envelope-open mr-2"></i>Send Emails to <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-envelope-open me-2"></i>Send Emails to <strong><?= $count ?></strong> Client(s)</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
@@ -24,9 +22,9 @@ ob_start();
<div class="modal-body">
<label>From Email / <span class="text-secondary">Display Name</span></label>
<div class="form-row">
<div class="row g-2">
<div class="form-group col-sm-6">
<div class="mb-3 col-sm-6">
<select type="text" class="form-control select2" name="mail_from">
<option value="<?= escapeHtml($config_mail_from_email) ?>">
<?= escapeHtml("$config_mail_from_name - $config_mail_from_email") ?></option>
@@ -39,64 +37,62 @@ ob_start();
</select>
</div>
<div class="form-group col-sm-6">
<div class="mb-3 col-sm-6">
<input type="text" class="form-control" name="mail_from_name" placeholder="From Name" maxlength="255"
value="<?= escapeHtml($config_mail_from_name) ?>">
</div>
</div>
<label>Recipients</label>
<div class="form-row">
<div class="row g-2">
<div class="col-md-3">
<div class="form-group">
<div class="custom-control custom-checkbox">
<input type="checkbox" class="custom-control-input" id="contactPrimaryCheckbox" name="primary_contacts" value="1">
<label class="custom-control-label" for="contactPrimaryCheckbox">Primary Contacts</label>
<div class="mb-3">
<div class="form-check">
<input type="checkbox" class="form-check-input" id="contactPrimaryCheckbox" name="primary_contacts" value="1">
<label class="form-check-label" for="contactPrimaryCheckbox">Primary Contacts</label>
</div>
</div>
</div>
<div class="col-md-3">
<div class="form-group">
<div class="custom-control custom-checkbox">
<input type="checkbox" class="custom-control-input" id="contactImportantCheckbox" name="important_contacts" value="1">
<label class="custom-control-label" for="contactImportantCheckbox">Important Contacts</label>
<div class="mb-3">
<div class="form-check">
<input type="checkbox" class="form-check-input" id="contactImportantCheckbox" name="important_contacts" value="1">
<label class="form-check-label" for="contactImportantCheckbox">Important Contacts</label>
</div>
</div>
</div>
<div class="col-md-3">
<div class="form-group">
<div class="custom-control custom-checkbox">
<input type="checkbox" class="custom-control-input" id="contactBillingCheckbox" name="billing_contacts" value="1">
<label class="custom-control-label" for="contactBillingCheckbox">Billing Contacts</label>
<div class="mb-3">
<div class="form-check">
<input type="checkbox" class="form-check-input" id="contactBillingCheckbox" name="billing_contacts" value="1">
<label class="form-check-label" for="contactBillingCheckbox">Billing Contacts</label>
</div>
</div>
</div>
<div class="col-md-3">
<div class="form-group">
<div class="custom-control custom-checkbox">
<input type="checkbox" class="custom-control-input" id="contactTechnicalCheckbox" name="technical_contacts" value="1">
<label class="custom-control-label" for="contactTechnicalCheckbox">Technical Contacts</label>
<div class="mb-3">
<div class="form-check">
<input type="checkbox" class="form-check-input" id="contactTechnicalCheckbox" name="technical_contacts" value="1">
<label class="form-check-label" for="contactTechnicalCheckbox">Technical Contacts</label>
</div>
</div>
</div>
</div>
<div class="form-group">
<div class="mb-3">
<input type="text" class="form-control" name="subject" placeholder="Subject" maxlength="255">
</div>
<div class="form-group">
<div class="mb-3">
<textarea class="form-control tinymce" name="body"
placeholder="Type an email in here"></textarea>
</div>
<div class="form-group">
<div class="mb-3">
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
</div>
<input type="datetime-local" class="form-control" name="queued_at">
</div>
</div>
@@ -104,8 +100,8 @@ ob_start();
</div>
<div class="modal-footer">
<button type="submit" name="bulk_send_client_email" class="btn btn-primary text-bold"><i class="fas fa-paper-plane mr-2"></i>Send</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="bulk_send_client_email" class="btn btn-primary text-bold"><i class="fas fa-paper-plane me-2"></i>Send</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>

36
agent/modals/client/client_credit_add.php
View File

@@ -2,31 +2,25 @@
<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: <?= numfmt_format_currency($currency_format, $credit_balance, $client_currency_code) ?>)</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-wallet me-2"></i>Adding <strong>Credit</strong> (Credit Balance: <?= numfmt_format_currency($currency_format, $credit_balance, $client_currency_code) ?>)</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'] ?>">
<div class="modal-body">
<div class="form-group">
<div class="mb-3">
<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>Type<strong class="text-danger ml-2">*</strong></label>
<div class="mb-3">
<label>Type<strong class="text-danger ms-2">*</strong></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-th-list"></i></span>
</div>
<select class="form-control select2" name="type" required>
<option value="0">- Select Credit Type -</option>
<option value="manual">Manual</option>
@@ -36,22 +30,18 @@
</div>
</div>
<div class="form-group">
<label>Amount<strong class="text-danger ml-2">*</strong></label>
<div class="mb-3">
<label>Amount<strong class="text-danger ms-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="decimal" pattern="[0-9]*\.?[0-9]{0,2}" name="amount" placeholder="0.00" required>
</div>
</div>
<div class="form-group">
<label>Note<strong class="text-danger ml-2">*</strong></label>
<div class="mb-3">
<label>Note<strong class="text-danger ms-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="note" placeholder="Enter a note" maxlength="250">
</div>
</div>
@@ -60,12 +50,10 @@
<input type="hidden" name="client" value="<?= $client_id ?>">
<?php } else { ?>
<div class="form-group">
<div class="mb-3">
<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
@@ -88,8 +76,8 @@
</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>
<button type="submit" name="add_credit" class="btn btn-primary text-bold"><i class="fa fa-fw fa-check me-2"></i>Add</button>
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>
</div>

4
agent/modals/client/client_delete.php
View File

@@ -6,11 +6,11 @@
<i class="far fa-10x fa-times-circle text-danger mb-3 mt-3"></i>
<h2>Are you really, really, really sure?</h2>
<h6 class="mb-4 text-secondary">Do you really want to <b>delete <i><?= $client_name ?></i> and ALL associated data</b>? This includes <i><?= $client_name ?></i>'s documents, tickets, files, payments, invoices, logs, etc.<br>See <a href="https://forum.itflow.org/d/1147-deleting-a-client-deletes-payments" target="_blank">this</a> forum post.<br><br>This process cannot be undone.</h6>
<div class="form-group">
<div class="mb-3">
<input type="hidden" id="clientName<?= $client_id ?>" value="<?= $client_name ?>">
<input class="form-control" type="text" id="clientNameProvided<?= $client_id ?>" onkeyup="validateClientNameDelete(<?= $client_id ?>)" placeholder="Type '<?= $client_name ?>' to confirm data deletion">
</div>
<button type="button" class="btn btn-outline-secondary btn-lg px-5 mr-4" data-dismiss="modal">Cancel</button>
<button type="button" class="btn btn-outline-secondary btn-lg px-5 me-4" data-bs-dismiss="modal">Cancel</button>
<a class="btn btn-danger btn-lg px-5 disabled" id="clientDeleteButton<?= $client_id ?>" href="post.php?delete_client=<?= $client_id ?>&csrf_token=<?= $_SESSION['csrf_token'] ?>">Yes, Delete!</a>
</div>
</div>

10
agent/modals/client/client_download_pdf.php
View File

@@ -2,10 +2,8 @@
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-file-pdf mr-2"></i>Export PDF</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-file-pdf me-2"></i>Export PDF</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off" target="_blank">
<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
@@ -16,8 +14,8 @@
</ul>
</div>
<div class="modal-footer">
<button type="submit" name="export_client_pdf" class="btn btn-primary text-bold"><i class="fa fa-fw fa-download mr-2"></i>Export</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="export_client_pdf" class="btn btn-primary text-bold"><i class="fa fa-fw fa-download me-2"></i>Export</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>
</div>

64
agent/modals/client/client_edit.php
View File

@@ -57,10 +57,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class='fa fa-fw fa-user-edit mr-2'></i>Editing Client: <strong><?= $client_name ?></strong></h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class='fa fa-fw fa-user-edit me-2'></i>Editing Client: <strong><?= $client_name ?></strong></h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
@@ -69,15 +67,15 @@ ob_start();
<ul class="modal-header nav nav-pills nav-justified mb-3">
<li class="nav-item">
<a class="nav-link active" data-toggle="pill" href="#pills-client-details<?= $client_id ?>">Details</a>
<a class="nav-link active" data-bs-toggle="pill" href="#pills-client-details<?= $client_id ?>">Details</a>
</li>
<?php if ($config_module_enable_accounting) { ?>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-client-billing<?= $client_id ?>">Billing</a>
<a class="nav-link" data-bs-toggle="pill" href="#pills-client-billing<?= $client_id ?>">Billing</a>
</li>
<?php } ?>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-client-notes<?= $client_id ?>">Notes</a>
<a class="nav-link" data-bs-toggle="pill" href="#pills-client-notes<?= $client_id ?>">Notes</a>
</li>
</ul>
@@ -87,49 +85,39 @@ ob_start();
<div class="tab-pane fade show active" id="pills-client-details<?= $client_id ?>">
<div class="form-group">
<div class="mb-3">
<label>Name <strong class="text-danger">*</strong> / <span class="text-secondary">Is Lead</span></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
</div>
<input type="text" class="form-control" name="name" placeholder="Name or Company" maxlength="200"
value="<?= $client_name ?>" required>
<div class="input-group-append">
<div class="input-group-text">
<input type="checkbox" name="lead" value="1" <?php if($client_is_lead == 1){ echo "checked"; } ?>>
</div>
</div>
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Shortened Name</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
</div>
<input type="text" class="form-control" name="abbreviation" placeholder="Shortned name for client - Max chars 6" value="<?= $client_abbreviation ?>" maxlength="6" oninput="this.value = this.value.toUpperCase()">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Industry</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-briefcase"></i></span>
</div>
<input type="text" class="form-control" name="type" placeholder="Industry" maxlength="200"
value="<?= $client_type ?>">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Referral</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-link"></i></span>
</div>
<select class="form-control select2" data-tags="true" name="referral">
<option value="">- Select Referral -</option>
<?php
@@ -148,32 +136,26 @@ ob_start();
}
?>
</select>
<div class="input-group-append">
<button class="btn btn-secondary ajax-modal" type="button"
data-modal-url="../admin/modals/category/category_add.php?category=Referral">
<i class="fas fa-fw fa-plus"></i>
</button>
</div>
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Website</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-globe"></i></span>
</div>
<input type="text" class="form-control" name="website" placeholder="ex. google.com" maxlength="200"
value="<?= $client_website ?>">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Tags</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-tags"></i></span>
</div>
<select class="form-control select2" name="tags[]" data-placeholder="Add some tags" multiple>
<?php
@@ -186,12 +168,10 @@ ob_start();
<?php } ?>
</select>
<div class="input-group-append">
<button class="btn btn-secondary ajax-modal" type="button"
data-modal-url="../admin/modals/tag/tag_add.php?type=1">
<i class="fas fa-fw fa-plus"></i>
</button>
</div>
</div>
</div>
@@ -201,24 +181,20 @@ ob_start();
<div class="tab-pane fade" id="pills-client-billing<?= $client_id ?>">
<div class="form-group">
<div class="mb-3">
<label>Hourly Rate</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-clock"></i></span>
</div>
<input type="text" class="form-control" inputmode="decimal"
pattern="[0-9]*\.?[0-9]{0,2}" name="rate" placeholder="0.00"
value="<?= number_format($client_rate, 2, '.', '') ?>">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Invoice Net Terms</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
</div>
<select class="form-control select2" name="net_terms">
<option value="">- Net Terms -</option>
<?php foreach ($net_terms_array as $net_term_value => $net_term_name) { ?>
@@ -232,12 +208,10 @@ ob_start();
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Tax ID</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-balance-scale"></i></span>
</div>
<input type="text" class="form-control" name="tax_id_number" maxlength="255"
placeholder="Tax ID Number" value="<?= $client_tax_id_number ?>">
</div>
@@ -250,7 +224,7 @@ ob_start();
<div class="tab-pane fade" id="pills-client-notes<?= $client_id ?>">
<div class="form-group">
<div class="mb-3">
<textarea class="form-control" rows="10" placeholder="Enter some notes" name="notes"><?= $client_notes ?></textarea>
</div>
@@ -262,9 +236,9 @@ ob_start();
$sla_options[intval($sla_option_row['sla_id'])] = $sla_option_row['sla_name'];
}
if ($config_module_enable_ticketing && !empty($sla_options)) { ?>
<div class="form-group">
<div class="mb-3">
<label>Ticket SLAs</label>
<div class="form-row">
<div class="row g-2">
<?php foreach (['Low', 'Medium', 'High', 'Urgent'] as $sla_priority) { $sla_current = $client_sla_assignments[$sla_priority] ?? 'default'; ?>
<div class="col-3">
<small class="text-secondary"><?= $sla_priority ?></small>
@@ -287,8 +261,8 @@ ob_start();
</div>
</div>
<div class="modal-footer">
<button type="submit" name="edit_client" class="btn btn-primary text-bold"><i class="fa fa-check mr-2"></i>Save</button>
<button type="button" class="btn btn-outline-secondary" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="edit_client" class="btn btn-primary text-bold"><i class="fa fa-check me-2"></i>Save</button>
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>

38
agent/modals/client/client_export.php
View File

@@ -38,10 +38,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fas fa-fw fa-download mr-2"></i>Export Clients</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fas fa-fw fa-download me-2"></i>Export Clients</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<?php exportTabsNav(); ?>
@@ -53,22 +51,18 @@ ob_start();
<?php exportTabsFiltersOpen(); ?>
<div class="form-group">
<div class="mb-3">
<label>Search</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-search"></i></span>
</div>
<input type="text" class="form-control" name="q" value="<?= stripslashes(escapeHtml($q_filter)) ?>" placeholder="Name, contact, address, tag">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Showing</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-user-friends"></i></span>
</div>
<select class="form-control select2" name="leads">
<option value="">- Clients -</option>
<option <?php if ($leads_filter === '1') { echo "selected"; } ?> value="1">Leads</option>
@@ -76,12 +70,10 @@ ob_start();
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Industry</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-industry"></i></span>
</div>
<select class="form-control select2" name="industry">
<option value="">- All Industries -</option>
<?php
@@ -97,12 +89,10 @@ ob_start();
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Referral</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-share-alt"></i></span>
</div>
<select class="form-control select2" name="referral">
<option value="">- All Referrals -</option>
<?php
@@ -118,12 +108,10 @@ ob_start();
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Tags</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-tags"></i></span>
</div>
<select class="form-control select2" name="tags[]" data-placeholder="- All Tags -" multiple>
<?php
$sql_tags_filter = mysqli_query($mysqli, "SELECT tag_id, tag_name FROM tags WHERE tag_type = 1 ORDER BY tag_name ASC");
@@ -139,32 +127,26 @@ ob_start();
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Created From</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
</div>
<input type="date" class="form-control" name="dtf" value="<?= $date_from_filter ?>" max="2999-12-31">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Created To</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
</div>
<input type="date" class="form-control" name="dtt" value="<?= $date_to_filter ?>" max="2999-12-31">
</div>
</div>
<div class="form-group">
<div class="mb-3">
<label>Archived</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-archive"></i></span>
</div>
<select class="form-control select2" name="archived">
<option <?php if (!$archived_filter) { echo "selected"; } ?> value="0">Active only</option>
<option <?php if ($archived_filter) { echo "selected"; } ?> value="1">Archived only</option>

14
agent/modals/client/client_import.php
View File

@@ -6,10 +6,8 @@ ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-users mr-2"></i>Import Clients</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
<h5 class="modal-title"><i class="fa fa-fw fa-users me-2"></i>Import Clients</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" enctype="multipart/form-data" autocomplete="off">
<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
@@ -17,15 +15,15 @@ ob_start();
<p><strong>Importing Multiple Contacts:</strong><br>When importing a client, only one contact (which will become the primary contact) and one location (which will become the primary location) can be added initially. To add additional contacts, you will need to click into each client, navigate to the Contacts section, and import multiple contacts individually for each client.</p>
<p><strong>Format csv file with headings & data:</strong><br>Client Name, Industry, Referral, Website, Primary Location Name, Location Phone, Location Address, City, State, Postal Code, Country, Primary Contact Name, Title, Contact Phone, Extension, Contact Mobile, Contact Email, Hourly Rate, Currency, Payment Terms, Tax ID, Abbreviation</p>
<hr>
<div class="form-group my-4">
<input type="file" class="form-control-file" name="file" accept=".csv" required>
<div class="mb-3 my-4">
<input type="file" class="form-control" name="file" accept=".csv" required>
</div>
<hr>
<div>Download: <a class="text-bold" href="post.php?download_clients_csv_template">sample csv template</a></div>
</div>
<div class="modal-footer">
<button type="submit" name="import_clients_csv" class="btn btn-primary text-strong"><i class="fas fa-upload mr-2"></i>Import</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
<button type="submit" name="import_clients_csv" class="btn btn-primary text-strong"><i class="fas fa-upload me-2"></i>Import</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>