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itflow
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Add Client Bulk Actions: Edit Tags, Referral, Industry, Set Hourly Rate, Send Bulk Email, Archive. Also added restore option to restore a client

This commit is contained in:
johnnyq 2025-07-21 18:27:31 -04:00
parent 50a8e67917
commit b100498dd7
8 changed files with 863 additions and 227 deletions
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505
clients.php
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@ -131,6 +131,45 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
class="btn btn-<?php if ($archived == 1) { echo "primary"; } else { echo "default"; } ?>">
<i class="fa fa-fw fa-archive mr-2"></i>Archived
</a>
<div class="dropdown ml-2" id="bulkActionButton" hidden>
<button class="btn btn-secondary dropdown-toggle" type="button" data-toggle="dropdown">
<i class="fas fa-fw fa-layer-group mr-2"></i>Bulk Action (<span id="selectedCount">0</span>)
</button>
<div class="dropdown-menu">
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditHourlyRateModal">
<i class="fas fa-fw fa-clock mr-2"></i>Set Hourly Rate
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditIndustryModal">
<i class="fas fa-fw fa-briefcase mr-2"></i>Set Industry
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditReferralModal">
<i class="fas fa-fw fa-link mr-2"></i>Set Referral
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkAssignTagsModal">
<i class="fas fa-fw fa-tags mr-2"></i>Assign Tags
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkSendEmailModal">
<i class="fas fa-fw fa-paper-plane mr-2"></i>Send Email
</a>
<?php if ($archived) { ?>
<div class="dropdown-divider"></div>
<button class="dropdown-item text-info"
type="submit" form="bulkActions" name="bulk_unarchive_clients">
<i class="fas fa-fw fa-redo mr-2"></i>Restore
</button>
<?php } else { ?>
<div class="dropdown-divider"></div>
<button class="dropdown-item text-danger confirm-link"
type="submit" form="bulkActions" name="bulk_archive_clients">
<i class="fas fa-fw fa-archive mr-2"></i>Archive
</button>
<?php } ?>
</div>
</div>
</div>
</div>
</div>
@ -246,251 +285,277 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</div>
</form>
<hr>
<div class="table-responsive-sm">
<table class="table table-striped table-hover table-borderless">
<thead class="<?php if ($num_rows[0] == 0) { echo "d-none"; } ?> text-nowrap">
<tr>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=client_name&order=<?php echo $disp; ?>">
Client Name <?php if ($sort == 'client_name') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=location_city&order=<?php echo $disp; ?>">
Primary Location <?php if ($sort == 'location_city') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=contact_name&order=<?php echo $disp; ?>">
Primary Contact
<?php if ($sort == 'contact_name') { echo $order_icon; } ?>
</a>
</th>
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?> <th class="text-right">Billing</th> <?php } ?>
<?php if (lookupUserPermission("module_client") >= 2) { ?> <th class="text-center">Action</th> <?php } ?>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_array($sql)) {
$client_id = intval($row['client_id']);
$client_name = nullable_htmlentities($row['client_name']);
$client_type = nullable_htmlentities($row['client_type']);
$location_id = intval($row['location_id']);
$location_country = nullable_htmlentities($row['location_country']);
$location_address = nullable_htmlentities($row['location_address']);
$location_city = nullable_htmlentities($row['location_city']);
$location_state = nullable_htmlentities($row['location_state']);
$location_zip = nullable_htmlentities($row['location_zip']);
if (empty($location_address) && empty($location_city) && empty($location_state) && empty($location_zip)) {
$location_address_display = "-";
} else {
$location_address_display = "<i class='fa fa-fw fa-map-marker-alt text-secondary mr-2'></i>$location_address<br><i class='fa fa-fw mr-2'></i>$location_city $location_state $location_zip<br><i class='fa fa-fw mr-2'></i><small>$location_country</small>";
}
$contact_id = intval($row['contact_id']);
$contact_name = nullable_htmlentities($row['contact_name']);
$contact_title = nullable_htmlentities($row['contact_title']);
$contact_phone_country_code = nullable_htmlentities($row['contact_phone_country_code']);
$contact_phone = nullable_htmlentities(formatPhoneNumber($row['contact_phone'], $contact_phone_country_code));
$contact_extension = nullable_htmlentities($row['contact_extension']);
$contact_mobile_country_code = nullable_htmlentities($row['contact_mobile_country_code']);
$contact_mobile = nullable_htmlentities(formatPhoneNumber($row['contact_mobile'], $contact_mobile_country_code));
$contact_email = nullable_htmlentities($row['contact_email']);
$client_website = nullable_htmlentities($row['client_website']);
$client_rate = floatval($row['client_rate']);
$client_currency_code = nullable_htmlentities($row['client_currency_code']);
$client_net_terms = intval($row['client_net_terms']);
$client_tax_id_number = nullable_htmlentities($row['client_tax_id_number']);
$client_referral = nullable_htmlentities($row['client_referral']);
$client_abbreviation = nullable_htmlentities($row['client_abbreviation']);
$client_notes = nullable_htmlentities($row['client_notes']);
$client_created_at = date('Y-m-d', strtotime($row['client_created_at']));
$client_updated_at = nullable_htmlentities($row['client_updated_at']);
$client_archived_at = nullable_htmlentities($row['client_archived_at']);
$client_is_lead = intval($row['client_lead']);
// Abbreviation
if (empty($client_abbreviation)) {
$client_abbreviation = shortenClient($client_name);
}
// Client Tags
$client_tag_name_display_array = array();
$client_tag_id_array = array();
$sql_client_tags = mysqli_query($mysqli, "SELECT * FROM client_tags LEFT JOIN tags ON client_tags.tag_id = tags.tag_id WHERE client_id = $client_id ORDER BY tag_name ASC");
while ($row = mysqli_fetch_array($sql_client_tags)) {
$client_tag_id = intval($row['tag_id']);
$client_tag_name = nullable_htmlentities($row['tag_name']);
$client_tag_color = nullable_htmlentities($row['tag_color']);
if (empty($client_tag_color)) {
$client_tag_color = "dark";
}
$client_tag_icon = nullable_htmlentities($row['tag_icon']);
if (empty($client_tag_icon)) {
$client_tag_icon = "tag";
}
$client_tag_id_array[] = $client_tag_id;
$client_tag_name_display_array[] = "<a href='clients.php?tags[]=$client_tag_id'><span class='badge text-light p-1 mr-1' style='background-color: $client_tag_color;'><i class='fa fa-fw fa-$client_tag_icon mr-2'></i>$client_tag_name</span></a>";
}
$client_tags_display = implode('', $client_tag_name_display_array);
//Add up all the payments for the invoice and get the total amount paid to the invoice
$sql_invoice_amounts = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_amounts FROM invoices WHERE invoice_client_id = $client_id AND invoice_status != 'Draft' AND invoice_status != 'Cancelled' AND invoice_status != 'Non-Billable' ");
$row = mysqli_fetch_array($sql_invoice_amounts);
$invoice_amounts = floatval($row['invoice_amounts']);
$sql_amount_paid = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS amount_paid FROM payments, invoices WHERE payment_invoice_id = invoice_id AND invoice_client_id = $client_id");
$row = mysqli_fetch_array($sql_amount_paid);
$amount_paid = floatval($row['amount_paid']);
$balance = $invoice_amounts - $amount_paid;
//set Text color on balance
if ($balance > 0) {
$balance_text_color = "text-danger font-weight-bold";
} else {
$balance_text_color = "";
}
//Get Monthly Recurring Total
$sql_recurring_monthly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_monthly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'month' AND recurring_invoice_client_id = $client_id");
$row = mysqli_fetch_array($sql_recurring_monthly_total);
$recurring_monthly_total = floatval($row['recurring_monthly_total']);
//Get Yearly Recurring Total
$sql_recurring_yearly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_yearly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'year' AND recurring_invoice_client_id = $client_id");
$row = mysqli_fetch_array($sql_recurring_yearly_total);
$recurring_yearly_total = floatval($row['recurring_yearly_total']) / 12;
$recurring_monthly = $recurring_monthly_total + $recurring_yearly_total;
?>
<form id="bulkActions" action="post.php" method="post" enctype="multipart/form-data">
<input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>">
<div class="table-responsive-sm">
<table class="table table-striped table-hover table-borderless">
<thead class="<?php if ($num_rows[0] == 0) { echo "d-none"; } ?> text-nowrap">
<tr>
<td>
<a data-toggle="tooltip" data-placement="right" title="Client ID: <?php echo $client_id; ?>" class="font-weight-bold" href="client_overview.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?></a>
<?php
if (!empty($client_type)) {
?>
<div class="text-secondary mt-1">
<?php echo $client_type; ?>
</div>
<?php } ?>
<?php
if (!empty($client_tags_display)) { ?>
<div class="mt-1">
<?php echo $client_tags_display; ?>
</div>
<?php } ?>
<div class="mt-1 text-secondary">
<small><strong>Abbreviation: </strong> <?php echo $client_abbreviation; ?></small><br>
<small><strong>Created: </strong> <?php echo $client_created_at; ?></small><br>
<td class="bg-light pr-0">
<div class="form-check">
<input class="form-check-input" id="selectAllCheckbox" type="checkbox" onclick="checkAll(this)">
</div>
</td>
<td><?php echo $location_address_display; ?></td>
<td>
<?php
if (empty($contact_name) && empty($contact_phone) && empty($contact_mobile) && empty($client_email)) {
echo "-";
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=client_name&order=<?php echo $disp; ?>">
Client Name <?php if ($sort == 'client_name') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=location_city&order=<?php echo $disp; ?>">
Primary Location <?php if ($sort == 'location_city') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=contact_name&order=<?php echo $disp; ?>">
Primary Contact
<?php if ($sort == 'contact_name') { echo $order_icon; } ?>
</a>
</th>
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?> <th class="text-right">Billing</th> <?php } ?>
<?php if (lookupUserPermission("module_client") >= 2) { ?> <th class="text-center">Action</th> <?php } ?>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_array($sql)) {
$client_id = intval($row['client_id']);
$client_name = nullable_htmlentities($row['client_name']);
$client_type = nullable_htmlentities($row['client_type']);
$location_id = intval($row['location_id']);
$location_country = nullable_htmlentities($row['location_country']);
$location_address = nullable_htmlentities($row['location_address']);
$location_city = nullable_htmlentities($row['location_city']);
$location_state = nullable_htmlentities($row['location_state']);
$location_zip = nullable_htmlentities($row['location_zip']);
if (empty($location_address) && empty($location_city) && empty($location_state) && empty($location_zip)) {
$location_address_display = "-";
} else {
$location_address_display = "<i class='fa fa-fw fa-map-marker-alt text-secondary mr-2'></i>$location_address<br><i class='fa fa-fw mr-2'></i>$location_city $location_state $location_zip<br><i class='fa fa-fw mr-2'></i><small>$location_country</small>";
}
$contact_id = intval($row['contact_id']);
$contact_name = nullable_htmlentities($row['contact_name']);
$contact_title = nullable_htmlentities($row['contact_title']);
$contact_phone_country_code = nullable_htmlentities($row['contact_phone_country_code']);
$contact_phone = nullable_htmlentities(formatPhoneNumber($row['contact_phone'], $contact_phone_country_code));
$contact_extension = nullable_htmlentities($row['contact_extension']);
$contact_mobile_country_code = nullable_htmlentities($row['contact_mobile_country_code']);
$contact_mobile = nullable_htmlentities(formatPhoneNumber($row['contact_mobile'], $contact_mobile_country_code));
$contact_email = nullable_htmlentities($row['contact_email']);
$client_website = nullable_htmlentities($row['client_website']);
$client_rate = floatval($row['client_rate']);
$client_currency_code = nullable_htmlentities($row['client_currency_code']);
$client_net_terms = intval($row['client_net_terms']);
$client_tax_id_number = nullable_htmlentities($row['client_tax_id_number']);
$client_referral = nullable_htmlentities($row['client_referral']);
$client_abbreviation = nullable_htmlentities($row['client_abbreviation']);
$client_notes = nullable_htmlentities($row['client_notes']);
$client_created_at = date('Y-m-d', strtotime($row['client_created_at']));
$client_updated_at = nullable_htmlentities($row['client_updated_at']);
$client_archived_at = nullable_htmlentities($row['client_archived_at']);
$client_is_lead = intval($row['client_lead']);
// Abbreviation
if (empty($client_abbreviation)) {
$client_abbreviation = shortenClient($client_name);
}
// Client Tags
$client_tag_name_display_array = array();
$client_tag_id_array = array();
$sql_client_tags = mysqli_query($mysqli, "SELECT * FROM client_tags LEFT JOIN tags ON client_tags.tag_id = tags.tag_id WHERE client_id = $client_id ORDER BY tag_name ASC");
while ($row = mysqli_fetch_array($sql_client_tags)) {
$client_tag_id = intval($row['tag_id']);
$client_tag_name = nullable_htmlentities($row['tag_name']);
$client_tag_color = nullable_htmlentities($row['tag_color']);
if (empty($client_tag_color)) {
$client_tag_color = "dark";
}
$client_tag_icon = nullable_htmlentities($row['tag_icon']);
if (empty($client_tag_icon)) {
$client_tag_icon = "tag";
}
if (!empty($contact_name)) { ?>
<div class="text-bold">
<i class="fa fa-fw fa-user text-secondary mr-2 mb-2"></i><a href="#"
data-toggle="ajax-modal"
data-modal-size="lg"
data-ajax-url="ajax/ajax_contact_details.php?client_id=<?php echo $client_id; ?>"
data-ajax-id="<?php echo $contact_id; ?>"><?php echo $contact_name; ?>
</a>
</div>
<?php } else {
echo "-";
}
$client_tag_id_array[] = $client_tag_id;
$client_tag_name_display_array[] = "<a href='clients.php?tags[]=$client_tag_id'><span class='badge text-light p-1 mr-1' style='background-color: $client_tag_color;'><i class='fa fa-fw fa-$client_tag_icon mr-2'></i>$client_tag_name</span></a>";
}
$client_tags_display = implode('', $client_tag_name_display_array);
if (!empty($contact_phone)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-phone text-secondary mr-2 mb-2"></i><?php echo $contact_phone; ?> <?php if (!empty($contact_extension)) { echo "x$contact_extension"; } ?>
</div>
<?php }
//Add up all the payments for the invoice and get the total amount paid to the invoice
$sql_invoice_amounts = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_amounts FROM invoices WHERE invoice_client_id = $client_id AND invoice_status != 'Draft' AND invoice_status != 'Cancelled' AND invoice_status != 'Non-Billable' ");
$row = mysqli_fetch_array($sql_invoice_amounts);
if (!empty($contact_mobile)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-mobile-alt text-secondary mr-2"></i><?php echo $contact_mobile; ?>
</div>
<?php }
$invoice_amounts = floatval($row['invoice_amounts']);
if (!empty($contact_email)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-envelope text-secondary mr-2"></i><a href="mailto:<?php echo $contact_email; ?>"><?php echo $contact_email; ?></a><button class='btn btn-sm clipboardjs' data-clipboard-text='<?php echo $contact_email; ?>'><i class='far fa-copy text-secondary'></i></button>
</div>
<?php } ?>
</td>
$sql_amount_paid = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS amount_paid FROM payments, invoices WHERE payment_invoice_id = invoice_id AND invoice_client_id = $client_id");
$row = mysqli_fetch_array($sql_amount_paid);
<!-- Show Billing if perms & if accounting module is enabled -->
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?>
<td class="text-right">
<div class="mt-1">
<span class="text-secondary">Balance</span> <span class="<?php echo $balance_text_color; ?>"><?php echo numfmt_format_currency($currency_format, $balance, $session_company_currency); ?></span>
</div>
<div class="mt-1">
<span class="text-secondary">Paid</span> <?php echo numfmt_format_currency($currency_format, $amount_paid, $session_company_currency); ?>
</div>
<div class="mt-1">
<span class="text-secondary">Monthly</span> <?php echo numfmt_format_currency($currency_format, $recurring_monthly, $session_company_currency); ?>
</div>
<div class="mt-1">
<span class="text-secondary">Hourly Rate</span> <?php echo numfmt_format_currency($currency_format, $client_rate, $session_company_currency); ?>
$amount_paid = floatval($row['amount_paid']);
$balance = $invoice_amounts - $amount_paid;
//set Text color on balance
if ($balance > 0) {
$balance_text_color = "text-danger font-weight-bold";
} else {
$balance_text_color = "";
}
//Get Monthly Recurring Total
$sql_recurring_monthly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_monthly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'month' AND recurring_invoice_client_id = $client_id");
$row = mysqli_fetch_array($sql_recurring_monthly_total);
$recurring_monthly_total = floatval($row['recurring_monthly_total']);
//Get Yearly Recurring Total
$sql_recurring_yearly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_yearly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'year' AND recurring_invoice_client_id = $client_id");
$row = mysqli_fetch_array($sql_recurring_yearly_total);
$recurring_yearly_total = floatval($row['recurring_yearly_total']) / 12;
$recurring_monthly = $recurring_monthly_total + $recurring_yearly_total;
?>
<tr>
<td class="pr-0 bg-light">
<div class="form-check">
<input class="form-check-input bulk-select" type="checkbox" name="client_ids[]" value="<?php echo $client_id ?>">
</div>
</td>
<?php } ?>
<!-- Actions -->
<?php if (lookupUserPermission("module_client") >= 2) { ?>
<td>
<div class="dropdown dropleft text-center">
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-h"></i>
</button>
<div class="dropdown-menu">
<a class="dropdown-item" href="#"
data-toggle="ajax-modal"
data-ajax-url="ajax/ajax_client_edit.php"
data-ajax-id="<?php echo $client_id; ?>">
<i class="fas fa-fw fa-edit mr-2"></i>Edit
</a>
<a data-toggle="tooltip" data-placement="right" title="Client ID: <?php echo $client_id; ?>" class="font-weight-bold" href="client_overview.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?></a>
<?php if (empty($client_archived_at)) { ?>
<?php
if (!empty($client_type)) {
?>
<div class="text-secondary mt-1">
<?php echo $client_type; ?>
</div>
<?php } ?>
<?php
if (!empty($client_tags_display)) { ?>
<div class="mt-1">
<?php echo $client_tags_display; ?>
</div>
<?php } ?>
<div class="mt-1 text-secondary">
<small><strong>Abbreviation: </strong> <?php echo $client_abbreviation; ?></small><br>
<small><strong>Created: </strong> <?php echo $client_created_at; ?></small><br>
</div>
</td>
<td><?php echo $location_address_display; ?></td>
<td>
<?php
if (empty($contact_name) && empty($contact_phone) && empty($contact_mobile) && empty($client_email)) {
echo "-";
}
if (!empty($contact_name)) { ?>
<div class="text-bold">
<i class="fa fa-fw fa-user text-secondary mr-2 mb-2"></i><a href="#"
data-toggle="ajax-modal"
data-modal-size="lg"
data-ajax-url="ajax/ajax_contact_details.php?client_id=<?php echo $client_id; ?>"
data-ajax-id="<?php echo $contact_id; ?>"><?php echo $contact_name; ?>
</a>
</div>
<?php } else {
echo "-";
}
if (!empty($contact_phone)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-phone text-secondary mr-2 mb-2"></i><?php echo $contact_phone; ?> <?php if (!empty($contact_extension)) { echo "x$contact_extension"; } ?>
</div>
<?php }
if (!empty($contact_mobile)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-mobile-alt text-secondary mr-2"></i><?php echo $contact_mobile; ?>
</div>
<?php }
if (!empty($contact_email)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-envelope text-secondary mr-2"></i><a href="mailto:<?php echo $contact_email; ?>"><?php echo $contact_email; ?></a><button class='btn btn-sm clipboardjs' data-clipboard-text='<?php echo $contact_email; ?>'><i class='far fa-copy text-secondary'></i></button>
</div>
<?php } ?>
</td>
<!-- Show Billing if perms & if accounting module is enabled -->
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?>
<td class="text-right">
<div class="mt-1">
<span class="text-secondary">Balance</span> <span class="<?php echo $balance_text_color; ?>"><?php echo numfmt_format_currency($currency_format, $balance, $session_company_currency); ?></span>
</div>
<div class="mt-1">
<span class="text-secondary">Paid</span> <?php echo numfmt_format_currency($currency_format, $amount_paid, $session_company_currency); ?>
</div>
<div class="mt-1">
<span class="text-secondary">Monthly</span> <?php echo numfmt_format_currency($currency_format, $recurring_monthly, $session_company_currency); ?>
</div>
<div class="mt-1">
<span class="text-secondary">Hourly Rate</span> <?php echo numfmt_format_currency($currency_format, $client_rate, $session_company_currency); ?>
</div>
</td>
<?php } ?>
<!-- Actions -->
<?php if (lookupUserPermission("module_client") >= 2) { ?>
<td>
<div class="dropdown dropleft text-center">
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-h"></i>
</button>
<div class="dropdown-menu">
<a class="dropdown-item" href="#"
data-toggle="ajax-modal"
data-ajax-url="ajax/ajax_client_edit.php"
data-ajax-id="<?php echo $client_id; ?>">
<i class="fas fa-fw fa-edit mr-2"></i>Edit
</a>
<?php if ($client_archived_at) { ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-info confirm-link" href="post.php?restore_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
<i class="fas fa-fw fa-redo mr-2"></i>Restore
</a>
<?php } else { ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger confirm-link" href="post.php?archive_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
<i class="fas fa-fw fa-archive mr-2"></i>Archive
</a>
<?php } ?>
<?php } ?>
</div>
</div>
</div>
</td>
<?php } ?>
</tr>
</td>
<?php } ?>
</tr>
<?php
} ?>
<?php
} ?>
</tbody>
</table>
</div>
</tbody>
</table>
</div>
<?php
require_once "modals/client_bulk_edit_industry_modal.php";
require_once "modals/client_bulk_edit_referral_modal.php";
require_once "modals/client_bulk_edit_hourly_rate_modal.php";
require_once "modals/client_bulk_assign_tags_modal.php";
require_once "modals/client_bulk_email_modal.php";
?>
</form>
<?php require_once "includes/filter_footer.php";
?>
</div>
</div>
<script src="js/bulk_actions.js"></script>
<?php
require_once "modals/client_add_modal.php";
require_once "modals/client_import_modal.php";

48
modals/client_bulk_assign_tags_modal.php Normal file
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@ -0,0 +1,48 @@
<div class="modal" id="bulkAssignTagsModal" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-tags mr-2"></i>Bulk Assign Tags</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<div class="modal-body bg-white">
<input type="hidden" name="bulk_remove_tags" value="0">
<div class="form-group 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">
<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
$sql_tags_select = mysqli_query($mysqli, "SELECT * FROM tags WHERE tag_type = 1 ORDER BY tag_name ASC");
while ($row = mysqli_fetch_array($sql_tags_select)) {
$tag_id_select = intval($row['tag_id']);
$tag_name_select = nullable_htmlentities($row['tag_name']);
?>
<option value="<?php echo $tag_id_select; ?>"><?php echo $tag_name_select; ?></option>
<?php } ?>
</select>
</div>
</div>
</div>
<div class="modal-footer bg-white">
<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>
</div>
</div>
</div>
</div>

31
modals/client_bulk_edit_hourly_rate_modal.php Normal file
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@ -0,0 +1,31 @@
<div class="modal" id="bulkEditHourlyRateModal" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-clock mr-2"></i>Bulk Edit Hourly Rate</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<div class="modal-body bg-white">
<div class="form-group">
<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="numeric" pattern="[0-9]*\.?[0-9]{0,2}" name="bulk_rate" placeholder="0.00">
</div>
</div>
</div>
<div class="modal-footer bg-white">
<button type="submit" name="bulk_edit_client_hourly_rate" 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>
</div>
</div>
</div>
</div>

31
modals/client_bulk_edit_industry_modal.php Normal file
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@ -0,0 +1,31 @@
<div class="modal" id="bulkEditIndustryModal" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-briefcase mr-2"></i>Bulk Edit Industry</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<div class="modal-body bg-white">
<div class="form-group">
<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">
</div>
</div>
</div>
<div class="modal-footer bg-white">
<button type="submit" name="bulk_edit_client_industry" 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>
</div>
</div>
</div>
</div>

49
modals/client_bulk_edit_referral_modal.php Normal file
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@ -0,0 +1,49 @@
<div class="modal" id="bulkEditReferralModal" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-link mr-2"></i>Bulk Edit Referral</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<div class="modal-body bg-white">
<div class="form-group">
<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
$referral_sql = mysqli_query($mysqli, "SELECT * FROM categories WHERE category_type = 'Referral' AND category_archived_at IS NULL ORDER BY category_name ASC");
while ($row = mysqli_fetch_array($referral_sql)) {
$referral = nullable_htmlentities($row['category_name']); ?>
<option><?php echo $referral; ?></option>
<?php } ?>
</select>
<div class="input-group-append">
<button class="btn btn-secondary" type="button"
data-toggle="ajax-modal"
data-modal-size="sm"
data-ajax-url="ajax/ajax_category_add.php?category=Referral">
<i class="fas fa-fw fa-plus"></i>
</button>
</div>
</div>
</div>
</div>
<div class="modal-footer bg-white">
<button type="submit" name="bulk_edit_client_referral" 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>
</div>
</div>
</div>
</div>

100
modals/client_bulk_email_modal.php Normal file
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@ -0,0 +1,100 @@
<div class="modal" id="bulkSendEmailModal" tabindex="-1">
<div class="modal-dialog modal-lg">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-envelope-open mr-2"></i>Bulk Send Email</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<div class="modal-body bg-white">
<label>From Email / <span class="text-secondary">Display Name</span></label>
<div class="form-row">
<div class="form-group col-sm-6">
<select type="text" class="form-control select2" name="mail_from">
<option value="<?php echo nullable_htmlentities($config_mail_from_email); ?>">
<?php echo nullable_htmlentities("$config_mail_from_name - $config_mail_from_email"); ?></option>
<option value="<?php echo nullable_htmlentities($config_invoice_from_email); ?>">
<?php echo nullable_htmlentities("$config_invoice_from_name - $config_invoice_from_email"); ?></option>
<option value="<?php echo nullable_htmlentities($config_quote_from_email); ?>">
<?php echo nullable_htmlentities("$config_quote_from_name - $config_quote_from_email"); ?></option>
<option value="<?php echo nullable_htmlentities($config_ticket_from_email); ?>">
<?php echo nullable_htmlentities("$config_ticket_from_name - $config_ticket_from_email"); ?></option>
</select>
</div>
<div class="form-group col-sm-6">
<input type="text" class="form-control" name="mail_from_name" placeholder="From Name" maxlength="255"
value="<?php echo nullable_htmlentities($config_mail_from_name); ?>">
</div>
</div>
<label>Recipients</label>
<div class="form-row">
<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>
</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>
</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>
</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>
</div>
</div>
</div>
<div class="form-group">
<input type="text" class="form-control" name="subject" placeholder="Subject" maxlength="255">
</div>
<div class="form-group">
<textarea class="form-control tinymce" name="body"
placeholder="Type an email in here"></textarea>
</div>
<div class="form-group">
<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>
</div>
<div class="modal-footer bg-white">
<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>
</div>
</div>
</div>
</div>

320
post/user/client.php
View File

@ -184,11 +184,12 @@ if (isset($_GET['archive_client'])) {
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_GET['undo_archive_client'])) {
if (isset($_GET['restore_client'])) {
validateCSRFToken($_GET['csrf_token']);
enforceUserPermission('module_client', 2);
$client_id = intval($_GET['undo_archive_client']);
$client_id = intval($_GET['restore_client']);
// Get Client Name
$sql = mysqli_query($mysqli, "SELECT * FROM clients WHERE client_id = $client_id");
@ -198,9 +199,9 @@ if (isset($_GET['undo_archive_client'])) {
mysqli_query($mysqli, "UPDATE clients SET client_archived_at = NULL WHERE client_id = $client_id");
// Logging
logAction("Client", "Unarchive", "$session_name unarchived client $client_name", $client_id, $client_id);
logAction("Client", "Restored", "$session_name restored client $client_name", $client_id);
$_SESSION['alert_message'] = "Client <strong>$client_name</strong> unarchived";
$_SESSION['alert_message'] = "Client <strong>$client_name</strong> restored";
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
@ -589,6 +590,317 @@ if (isset($_GET['download_clients_csv_template'])) {
}
if (isset($_POST['bulk_edit_client_industry'])) {
enforceUserPermission('module_client', 2);
validateCSRFToken($_POST['csrf_token']);
$industry = sanitizeInput($_POST['bulk_industry']);
if (isset($_POST['client_ids'])) {
$count = count($_POST['client_ids']);
foreach($_POST['client_ids'] as $client_id) {
$client_id = intval($client_id);
$sql = mysqli_query($mysqli,"SELECT client_name FROM clients WHERE client_id = $client_id");
$row = mysqli_fetch_array($sql);
$client_name = sanitizeInput($row['client_name']);
mysqli_query($mysqli,"UPDATE clients SET client_type = '$industry' WHERE client_id = $client_id");
//Logging
logAction("Client", "Edit", "$session_name set Industry to $industry for $client_name", $client_id);
}
// Bulk Log
logAction("Client", "Bulk Edit", "$session_name set the department $industry for $count client(s)", $client_id);
$_SESSION['alert_message'] = "Set the Industry to <strong>$industry</strong> for <strong>$count</strong> clients";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST['bulk_edit_client_referral'])) {
enforceUserPermission('module_client', 2);
validateCSRFToken($_POST['csrf_token']);
$referral = sanitizeInput($_POST['bulk_referral']);
if (isset($_POST['client_ids'])) {
$count = count($_POST['client_ids']);
foreach($_POST['client_ids'] as $client_id) {
$client_id = intval($client_id);
$sql = mysqli_query($mysqli,"SELECT client_name FROM clients WHERE client_id = $client_id");
$row = mysqli_fetch_array($sql);
$client_name = sanitizeInput($row['client_name']);
mysqli_query($mysqli,"UPDATE clients SET client_referral = '$referral' WHERE client_id = $client_id");
//Logging
logAction("Client", "Edit", "$session_name set Referral to $referral for $client_name", $client_id);
}
// Bulk Log
logAction("Client", "Bulk Edit", "$session_name set the referral $referral for $count client(s)", $client_id);
$_SESSION['alert_message'] = "Set the Referral to <strong>$referral</strong> for <strong>$count</strong> clients";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST['bulk_edit_client_hourly_rate'])) {
enforceUserPermission('module_client', 2);
validateCSRFToken($_POST['csrf_token']);
$rate = floatval($_POST['bulk_rate']);
if (isset($_POST['client_ids'])) {
$count = count($_POST['client_ids']);
foreach($_POST['client_ids'] as $client_id) {
$client_id = intval($client_id);
$sql = mysqli_query($mysqli,"SELECT client_name FROM clients WHERE client_id = $client_id");
$row = mysqli_fetch_array($sql);
$client_name = sanitizeInput($row['client_name']);
mysqli_query($mysqli,"UPDATE clients SET client_rate = '$rate' WHERE client_id = $client_id");
//Logging
logAction("Client", "Edit", "$session_name set Hourly Rate to" . numfmt_format_currency($currency_format, $rate, $session_company_currency) . "for $client_name", $client_id);
}
// Bulk Log
logAction("Client", "Bulk Edit", "$session_name set the hourly rate" . numfmt_format_currency($currency_format, $rate, $session_company_currency) . "for $count client(s)", $client_id);
$_SESSION['alert_message'] = "Set the Hourly Rate to <strong>" . numfmt_format_currency($currency_format, $rate, $session_company_currency) . "</strong> for <strong>$count</strong> client(s)";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST['bulk_assign_client_tags'])) {
enforceUserPermission('module_client', 2);
validateCSRFToken($_POST['csrf_token']);
if (isset($_POST['client_ids'])) {
$count = count($_POST['client_ids']);
foreach($_POST['client_ids'] as $client_id) {
$client_id = intval($client_id);
$sql = mysqli_query($mysqli,"SELECT client_name FROM clients WHERE client_id = $client_id");
$row = mysqli_fetch_array($sql);
$client_name = sanitizeInput($row['client_name']);
if ($_POST['bulk_remove_tags']) {
mysqli_query($mysqli, "DELETE FROM client_tags WHERE client_id = $client_id");
}
if (isset($_POST['bulk_tags'])) {
foreach($_POST['bulk_tags'] as $tag) {
$tag = intval($tag);
$sql = mysqli_query($mysqli,"SELECT * FROM client_tags WHERE client_id = $client_id AND tag_id = $tag");
if (mysqli_num_rows($sql) == 0) {
mysqli_query($mysqli, "INSERT INTO client_tags SET client_id = $client_id, tag_id = $tag");
}
}
}
logAction("Client", "Edit", "$session_name added tags to $client_name", $client_id, $client_id);
}
logAction("Client", "Bulk Edit", "$session_name added tags for $count clients", $client_id);
$_SESSION['alert_message'] = "Assigned tags for <strong>$count</strong> clients";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST['bulk_send_client_email']) && isset($_POST['client_ids'])) {
$client_ids = array_map('intval', $_POST['client_ids']);
$count = count($client_ids);
// Email metadata
$mail_from = sanitizeInput($_POST['mail_from']);
$mail_from_name = sanitizeInput($_POST['mail_from_name']);
$subject = sanitizeInput($_POST['subject']);
$body = mysqli_real_escape_string($mysqli, $_POST['body']);
$queued_at = sanitizeInput($_POST['queued_at']);
// Build contact type filters
$filters = [];
if (!empty($_POST['primary_contacts'])) {
$filters[] = "contact_primary = 1";
}
if (!empty($_POST['important_contacts'])) {
$filters[] = "contact_important = 1";
}
if (!empty($_POST['billing_contacts'])) {
$filters[] = "contact_billing = 1";
}
if (!empty($_POST['technical_contacts'])) {
$filters[] = "contact_technical = 1";
}
$contact_filter_query = '';
if (!empty($filters)) {
$contact_filter_query = ' AND (' . implode(' OR ', $filters) . ')';
}
// Prepare client ID list for SQL
$client_ids_str = implode(',', $client_ids);
// SQL to fetch matching contacts
$sql = "SELECT * FROM contacts
WHERE contact_client_id IN ($client_ids_str)
$contact_filter_query";
$result = mysqli_query($mysqli, $sql);
$data = [];
$unique_contacts = [];
while ($row = mysqli_fetch_array($result)) {
$contact_email = sanitizeInput($row['contact_email']);
// Skip if email is missing or invalid
if (empty($contact_email) || !filter_var($contact_email, FILTER_VALIDATE_EMAIL)) {
continue;
}
// Skip duplicates (same email)
if (isset($unique_contacts[$contact_email])) {
continue;
}
$unique_contacts[$contact_email] = true;
$contact_name = sanitizeInput($row['contact_name']);
$data[] = [
'from' => $mail_from,
'from_name' => $mail_from_name,
'recipient' => $contact_email,
'recipient_name' => $contact_name,
'subject' => $subject,
'body' => $body,
'queued_at' => $queued_at
];
}
if (!empty($data)) {
addToMailQueue($data);
logAction("Bulk Mail", "Send", "$session_name sent " . count($data) . " messages via bulk mail");
$_SESSION['alert_message'] = "<strong>" . count($data) . "</strong> messages queued";
} else {
$_SESSION['alert_message'] = "No valid contacts found to queue emails.";
}
// Redirect back
header("Location: " . $_SERVER["HTTP_REFERER"]);
exit;
}
if (isset($_POST['bulk_archive_clients'])) {
enforceUserPermission('module_client', 2);
validateCSRFToken($_POST['csrf_token']);
if (isset($_POST['client_ids'])) {
$count = 0;
foreach ($_POST['client_ids'] as $client_id) {
$client_id = intval($client_id);
$sql = mysqli_query($mysqli,"SELECT client_name FROM clients WHERE client_id = $client_id");
$row = mysqli_fetch_array($sql);
$client_name = sanitizeInput($row['client_name']);
mysqli_query($mysqli,"UPDATE clients SET client_archived_at = NOW() WHERE client_id = $client_id");
logAction("Client", "Archive", "$session_name archived $client_name", $client_id);
$count++;
}
// Bulk Logging
logAction("Client", "Bulk Archive", "$session_name archived $count clients", $client_id);
$_SESSION['alert_type'] = "error";
$_SESSION['alert_message'] = "Archived $count client(s)";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST['bulk_unarchive_clients'])) {
enforceUserPermission('module_client', 2);
validateCSRFToken($_POST['csrf_token']);
if (isset($_POST['client_ids'])) {
$count = count($_POST['client_ids']);
foreach ($_POST['client_ids'] as $client_id) {
$client_id = intval($client_id);
$sql = mysqli_query($mysqli,"SELECT client_name FROM clients WHERE client_id = $client_id");
$row = mysqli_fetch_array($sql);
$client_name = sanitizeInput($row['client_name']);
mysqli_query($mysqli,"UPDATE clients SET client_archived_at = NULL WHERE client_id = $client_id");
// Individual Contact logging
logAction("client", "Restore", "$session_name restored $client_name", $client_id);
}
// Bulk Logging
logAction("Client", "Bulk Restore", "$session_name restored $count client(s)", $client_id);
$_SESSION['alert_message'] = "You restored <strong>$count</strong> client(s)";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST["export_client_pdf"])) {
// Enforce permissions

6
post/user/contact.php
View File

@ -661,14 +661,14 @@ if (isset($_POST['bulk_unarchive_contacts'])) {
mysqli_query($mysqli,"UPDATE contacts SET contact_archived_at = NULL WHERE contact_id = $contact_id");
// Individual Contact logging
logAction("Contact", "Unarchive", "$session_name unarchived $contact_name", $client_id, $contact_id);
logAction("Contact", "Restore", "$session_name restored $contact_name", $client_id, $contact_id);
}
// Bulk Logging
logAction("Contact", "Bulk Unarchive", "$session_name Unarchived $count contacts", $client_id);
logAction("Contact", "Bulk Restore", "$session_name restored $count contacts", $client_id);
$_SESSION['alert_message'] = "You unarchived <strong>$count</strong> contact(s)";
$_SESSION['alert_message'] = "Restored <strong>$count</strong> contact(s)";
}