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Code Issues Packages Projects Releases Wiki Activity

tidying up

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2019-03-18 20:13:24 -04:00
parent 791eef7a83
commit abd5396ae0
6 changed files with 78 additions and 49 deletions
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24
README.md
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@@ -1,6 +1,22 @@
## CRM
### Features
* Manage Clients
* Contacts
* Locations
* Assets
* Licenses
* Logins
* Files
* Technical Notes
* Invoicing
* Quotes / Estimates
* Accounting
* P&L Reports
* Income Expense Summary
* Mileage Tracking
## PittPC
Manage Clients, Invoices and Accounting for a small IT Company
## Technologies Used ### Technologies Used
PHP/MySQL, Bootstrap (SBAdmin), Datatables, Jquery * PHP/MySQL
* SB Admin Bootstrap CSS Framework
* Jquery

30
add_account_modal.php
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@@ -1,5 +1,5 @@
<div class="modal fade" id="addAccountModal" tabindex="-1"> <div class="modal fade" id="addAccountModal" tabindex="-1">
<div class="modal-dialog modal-lg"> <div class="modal-dialog">
<div class="modal-content"> <div class="modal-content">
<div class="modal-header"> <div class="modal-header">
<h5 class="modal-title"><i class="fa fa-piggy-bank"></i> New Account</h5> <h5 class="modal-title"><i class="fa fa-piggy-bank"></i> New Account</h5>
@@ -9,24 +9,22 @@
</div> </div>
<form action="post.php" method="post" autocomplete="off"> <form action="post.php" method="post" autocomplete="off">
<div class="modal-body"> <div class="modal-body">
<div class="form-row"> <div class="form-group">
<div class="form-group col-sm-8"> <label>Account Name</label>
<label>Account Name</label> <div class="input-group">
<div class="input-group"> <div class="input-group-prepend">
<div class="input-group-prepend"> <span class="input-group-text"><i class="fa fa-university"></i></span>
<span class="input-group-text"><i class="fa fa-university"></i></span>
</div>
<input type="text" class="form-control" name="name" placeholder="Account name" required>
</div> </div>
<input type="text" class="form-control" name="name" placeholder="Account name" required>
</div> </div>
<div class="form-group col-sm-4"> </div>
<label>Opening Balance</label> <div class="form-group">
<div class="input-group"> <label>Opening Balance</label>
<div class="input-group-prepend"> <div class="input-group">
<span class="input-group-text"><i class="fa fa-hand-holding-usd"></i></span> <div class="input-group-prepend">
</div> <span class="input-group-text"><i class="fa fa-dollar-sign"></i></span>
<input type="number" class="form-control" step="0.01" min="0" name="opening_balance" placeholder="Opening Balance" required>
</div> </div>
<input type="number" class="form-control" step="0.01" min="0" name="opening_balance" placeholder="Opening Balance" required>
</div> </div>
</div> </div>
</div> </div>

35
add_client_contact_modal.php
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@@ -1,5 +1,5 @@
<div class="modal fade" id="addClientContactModal" tabindex="-1"> <div class="modal fade" id="addClientContactModal" tabindex="-1">
<div class="modal-dialog modal-lg"> <div class="modal-dialog">
<div class="modal-content"> <div class="modal-content">
<div class="modal-header"> <div class="modal-header">
<h5 class="modal-title"><i class="fa fa-user-plus"></i> New Contact</h5> <h5 class="modal-title"><i class="fa fa-user-plus"></i> New Contact</h5>
@@ -9,7 +9,7 @@
</div> </div>
<form action="post.php" method="post" autocomplete="off"> <form action="post.php" method="post" autocomplete="off">
<input type="hidden" name="client_id" value="<?php echo $client_id; ?>"> <input type="hidden" name="client_id" value="<?php echo $client_id; ?>">
<div class="modal-body"> <div class="modal-body">
<div class="form-group"> <div class="form-group">
<label>Name</label> <label>Name</label>
<div class="input-group"> <div class="input-group">
@@ -19,6 +19,7 @@
<input type="text" class="form-control" name="name" placeholder="Full Name" required> <input type="text" class="form-control" name="name" placeholder="Full Name" required>
</div> </div>
</div> </div>
<div class="form-group"> <div class="form-group">
<label>Title</label> <label>Title</label>
<div class="input-group"> <div class="input-group">
@@ -28,24 +29,24 @@
<input type="text" class="form-control" name="title" placeholder="Title" required> <input type="text" class="form-control" name="title" placeholder="Title" required>
</div> </div>
</div> </div>
<div class="form-row">
<div class="form-group col-sm"> <div class="form-group">
<label>Phone</label> <label>Phone</label>
<div class="input-group"> <div class="input-group">
<div class="input-group-prepend"> <div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-phone"></i></span> <span class="input-group-text"><i class="fa fa-phone"></i></span>
</div>
<input type="text" class="form-control" name="phone" placeholder="Phone Number" data-inputmask="'mask': '999-999-9999'" required>
</div> </div>
<input type="text" class="form-control" name="phone" placeholder="Phone Number" data-inputmask="'mask': '999-999-9999'" required>
</div> </div>
<div class="form-group col-sm"> </div>
<label>Email</label>
<div class="input-group"> <div class="form-group">
<div class="input-group-prepend"> <label>Email</label>
<span class="input-group-text"><i class="fa fa-envelope"></i></span> <div class="input-group">
</div> <div class="input-group-prepend">
<input type="email" class="form-control" name="email" placeholder="Email Address" required> <span class="input-group-text"><i class="fa fa-envelope"></i></span>
</div> </div>
<input type="email" class="form-control" name="email" placeholder="Email Address" required>
</div> </div>
</div> </div>
</div> </div>

17
client.php
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@@ -20,6 +20,23 @@ if(isset($_GET['client_id'])){
} }
$client_website = $row['client_website']; $client_website = $row['client_website'];
//Badge Counts
$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_contact_id') AS num FROM client_contacts WHERE client_id = $client_id"));
$num_contacts = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_location_id') AS num FROM client_locations WHERE client_id = $client_id"));
$num_locations = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_asset_id') AS num FROM client_assets WHERE client_id = $client_id"));
$num_assets = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_vendor_id') AS num FROM client_vendors WHERE client_id = $client_id"));
$num_vendors = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_login_id') AS num FROM client_logins WHERE client_id = $client_id"));
$num_logins = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('invoice_id') AS num FROM invoices WHERE client_id = $client_id"));
$num_invoices = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli,"SELECT COUNT('client_note_id') AS num FROM client_notes WHERE client_id = $client_id"));
$num_notes = $row['num'];
?> ?>
<div class="row"> <div class="row">
<div class="col-8"> <div class="col-8">

5
client_nav.php
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@@ -3,7 +3,10 @@
<a class="nav-link active" href="?client_id=<?php echo $client_id; ?>&tab=details">Details</a> <a class="nav-link active" href="?client_id=<?php echo $client_id; ?>&tab=details">Details</a>
</li> </li>
<li class="nav-item"> <li class="nav-item">
<a class="nav-link" href="?client_id=<?php echo $client_id; ?>&tab=contacts">Contacts</a> <a class="nav-link" href="?client_id=<?php echo $client_id; ?>&tab=contacts">
Contacts
<span class="badge badge-pill badge-dark"><?php echo $num_contacts; ?></span>
</a>
</li> </li>
<li class="nav-item"> <li class="nav-item">
<a class="nav-link" href="?client_id=<?php echo $client_id; ?>&tab=locations">Locations</a> <a class="nav-link" href="?client_id=<?php echo $client_id; ?>&tab=locations">Locations</a>

16
side_nav.php
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@@ -11,12 +11,6 @@
<i class="fas fa-fw fa-users"></i> <i class="fas fa-fw fa-users"></i>
<span>Clients</span></a> <span>Clients</span></a>
</li> </li>
<li class="nav-item">
<a class="nav-link" href="assets.php">
<i class="fas fa-fw fa-laptop"></i>
<span>Assets</span>
</a>
</li>
<li class="nav-item"> <li class="nav-item">
<a class="nav-link" href="vendors.php"> <a class="nav-link" href="vendors.php">
<i class="fas fa-fw fa-briefcase"></i> <i class="fas fa-fw fa-briefcase"></i>
@@ -65,10 +59,10 @@
<span>Reports</span> <span>Reports</span>
</a> </a>
<div class="dropdown-menu" aria-labelledby="pagesDropdown"> <div class="dropdown-menu" aria-labelledby="pagesDropdown">
<a class="dropdown-item" href="register.html">Income Summary</a> <a class="dropdown-item" href="report_expense_income_summary.php">Income Summary</a>
<a class="dropdown-item" href="forgot-password.html">Expense Summary</a> <a class="dropdown-item" href="report_expense_summary.php">Expense Summary</a>
<a class="dropdown-item" href="forgot-password.html">Income vs Expense</a> <a class="dropdown-item" href="report_income_vs_expense.php">Income vs Expense</a>
<a class="dropdown-item" href="login.html">Profit & Loss</a> <a class="dropdown-item" href="report_profit_loss.php">Profit & Loss</a>
</div> </div>
</li> </li>
@@ -80,7 +74,7 @@
<div class="dropdown-menu" aria-labelledby="pagesDropdown"> <div class="dropdown-menu" aria-labelledby="pagesDropdown">
<a class="dropdown-item" href="settings-general.php">General</a> <a class="dropdown-item" href="settings-general.php">General</a>
<a class="dropdown-item" href="categories.php">Categories</a> <a class="dropdown-item" href="categories.php">Categories</a>
<a class="dropdown-item" href="forgot-password.html">Users</a> <a class="dropdown-item" href="users.php">Users</a>
</div> </div>
</li> </li>
</ul> </ul>