mirror of
https://github.com/itflow-org/itflow
synced 2026-02-28 19:04:52 +00:00
rename /user/ to /agent/ and update links to use agent/ instead
This commit is contained in:
johnnyq
385
agent/modals/client/client_add.php
Normal file
385
agent/modals/client/client_add.php
Normal file
@@ -0,0 +1,385 @@
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<div class="modal" id="addClientModal" tabindex="-1">
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<div class="modal-dialog">
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<div class="modal-content border-dark">
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<div class="modal-header bg-dark">
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<h5 class="modal-title"><i class="fa fa-fw fa-user-plus mr-2"></i>Creating New <?php if($leads_filter == 0){ echo "Client"; } else { echo "Lead"; } ?></h5>
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<button type="button" class="close text-white" data-dismiss="modal">
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<span>×</span>
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</button>
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</div>
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<ul class="modal-header nav nav-pills nav-justified">
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<li class="nav-item">
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<a class="nav-link active" data-toggle="pill" href="#pills-details">Details</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" data-toggle="pill" href="#pills-location">Location</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" data-toggle="pill" href="#pills-contact" id="contactNavPill">Contact</a>
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</li>
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<?php if ($config_module_enable_accounting) { ?>
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<li class="nav-item">
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<a class="nav-link" data-toggle="pill" href="#pills-billing">Billing</a>
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</li>
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<?php } ?>
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<li class="nav-item">
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<a class="nav-link" data-toggle="pill" href="#pills-notes">Notes</a>
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</li>
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</ul>
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<form action="post.php" method="post" autocomplete="off">
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<input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>">
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<div class="modal-body">
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<div class="tab-content">
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<div class="tab-pane fade show active" id="pills-details">
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<div class="form-group">
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<label>Name <strong class="text-danger">*</strong> / <span class="text-secondary">Is Lead</span></label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-user"></i></span>
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</div>
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<input type="text" class="form-control" name="name" placeholder="Name or Company" maxlength="200" required autofocus>
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<div class="input-group-append">
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<div class="input-group-text">
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<input type="checkbox" name="lead" value="1" <?php if($leads_filter == 1){ echo "checked"; } ?>>
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</div>
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</div>
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</div>
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</div>
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<div class="form-group">
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<label>Shortened Name</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
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</div>
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<input type="text" class="form-control" name="abbreviation" placeholder="Shortned name for client - Max chars 6" maxlength="6" oninput="this.value = this.value.toUpperCase()">
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</div>
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</div>
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<div class="form-group">
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<label>Industry</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-briefcase"></i></span>
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</div>
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<input type="text" class="form-control" name="type" placeholder="Company Type" maxlength="200">
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</div>
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</div>
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<div class="form-group">
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<label>Referral</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-link"></i></span>
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</div>
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<select class="form-control select2" data-tags="true" name="referral">
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<option value="">- Select Referral -</option>
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<?php
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$referral_sql = mysqli_query($mysqli, "SELECT * FROM categories WHERE category_type = 'Referral' AND category_archived_at IS NULL ORDER BY category_name ASC");
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while ($row = mysqli_fetch_array($referral_sql)) {
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$referral = nullable_htmlentities($row['category_name']); ?>
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<option><?php echo $referral; ?></option>
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<?php } ?>
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</select>
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<div class="input-group-append">
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<button class="btn btn-secondary ajax-modal" type="button"
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data-modal-url="../admin/modals/category/category_add.php?category=Referral">
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<i class="fas fa-fw fa-plus"></i>
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</button>
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</div>
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</div>
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</div>
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<div class="form-group">
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<label>Website</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-globe"></i></span>
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</div>
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<input type="text" class="form-control" name="website" placeholder="ex. google.com" maxlength="200">
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</div>
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</div>
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<div class="form-group">
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<label>Tags</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-tags"></i></span>
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</div>
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<select class="form-control select2" name="tags[]" data-placeholder="- Select Tags -"multiple>
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<?php
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$sql_tags_select = mysqli_query($mysqli, "SELECT * FROM tags WHERE tag_type = 1 ORDER BY tag_name ASC");
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while ($row = mysqli_fetch_array($sql_tags_select)) {
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$tag_id_select = intval($row['tag_id']);
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$tag_name_select = nullable_htmlentities($row['tag_name']);
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?>
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<option value="<?php echo $tag_id_select; ?>"><?php echo $tag_name_select; ?></option>
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<?php } ?>
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</select>
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<div class="input-group-append">
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<button class="btn btn-secondary ajax-modal" type="button"
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data-modal-url="../admin/modals/tag/tag_add.php?type=1">
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<i class="fas fa-fw fa-plus"></i>
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</button>
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</div>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="pills-location">
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<div class="form-group">
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<label>Address</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-map-marker-alt"></i></span>
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</div>
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<input type="text" class="form-control" name="address" placeholder="Street Address" maxlength="200">
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</div>
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</div>
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<div class="form-group">
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<label>City</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-city"></i></span>
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</div>
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<input type="text" class="form-control" name="city" placeholder="City" maxlength="200">
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</div>
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</div>
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<div class="form-group">
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<label>State / Province</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-flag"></i></span>
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</div>
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<input type="text" class="form-control" name="state" placeholder="State or Province" maxlength="200">
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</div>
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</div>
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<div class="form-group">
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<label>Postal Code</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fab fa-fw fa-usps"></i></span>
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</div>
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<input type="text" class="form-control" name="zip" placeholder="Zip or Postal Code" maxlength="200">
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</div>
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</div>
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<div class="form-group">
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<label>Country</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-globe-americas"></i></span>
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</div>
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<select class="form-control select2" name="country">
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<option value="">- Select Country -</option>
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<?php foreach($countries_array as $country_name) { ?>
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<option <?php if ($session_company_country == $country_name) { echo "selected"; } ?> ><?php echo $country_name; ?></option>
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<?php } ?>
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</select>
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</div>
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</div>
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<label>Location Phone / <span class="text-secondary">Extension</span></label>
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<div class="form-row">
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<div class="col-9">
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<div class="form-group">
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-phone"></i></span>
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</div>
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<input type="tel" class="form-control col-2" name="location_phone_country_code" placeholder="+" maxlength="4">
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<input type="tel" class="form-control" name="location_phone" placeholder="Phone Number" maxlength="200">
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</div>
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</div>
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</div>
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<div class="col-3">
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<div class="form-group">
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<input type="text" class="form-control" name="location_extension" placeholder="ext." maxlength="200">
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</div>
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</div>
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</div>
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<label>Location Fax</label>
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<div class="form-row">
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<div class="col-9">
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<div class="form-group">
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-fax"></i></span>
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</div>
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<input type="tel" class="form-control col-2" name="location_fax_country_code" placeholder="+" maxlength="4">
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<input type="tel" class="form-control" name="location_fax" placeholder="Fax Number">
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="pills-contact">
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<div class="form-group">
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<label>Primary Contact <strong class="text-danger">*</strong></label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-user-check"></i></span>
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</div>
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<input type="text" class="form-control" id="primaryContact" name="contact" placeholder="Primary Contact Person" maxlength="200" required autofocus>
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</div>
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</div>
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<div class="form-group">
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<label>Title</label>
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
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</div>
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<input type="text" class="form-control" name="title" placeholder="Title" maxlength="200">
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</div>
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</div>
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<label>Contact Phone / <span class="text-secondary">Extension</span></label>
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<div class="form-row">
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<div class="col-9">
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<div class="form-group">
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<div class="input-group">
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<div class="input-group-prepend">
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<span class="input-group-text"><i class="fa fa-fw fa-phone"></i></span>
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</div>
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<input type="tel" class="form-control col-2" name="contact_phone_country_code" placeholder="+" maxlength="4">
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||||
<input type="tel" class="form-control" name="contact_phone" placeholder="Phone Number" maxlength="200">
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</div>
|
||||
</div>
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</div>
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<div class="col-3">
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||||
<div class="form-group">
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<input type="text" class="form-control" name="contact_extension" placeholder="ext." maxlength="200">
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</div>
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</div>
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</div>
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|
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<label>Mobile</label>
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<div class="form-row">
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||||
<div class="col-9">
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||||
<div class="form-group">
|
||||
<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">
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<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>
|
||||
|
||||
</div>
|
||||
|
||||
<?php if ($config_module_enable_accounting) { ?>
|
||||
|
||||
<div class="tab-pane fade" id="pills-billing">
|
||||
|
||||
<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="rate" placeholder="0.00" value="<?php echo "$config_default_hourly_rate"; ?>">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Currency <strong class="text-danger">*</strong></label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-money-bill"></i></span>
|
||||
</div>
|
||||
<select class="form-control select2" name="currency_code" required>
|
||||
<option value="">- Select Currency -</option>
|
||||
<?php foreach($currencies_array as $currency_code => $currency_name) { ?>
|
||||
<option <?php if ($session_company_currency == $currency_code) { echo "selected"; } ?> value="<?php echo $currency_code; ?>"><?php echo "$currency_code - $currency_name"; ?></option>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Payment Terms</label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
|
||||
</div>
|
||||
<select class="form-control select2" name="net_terms">
|
||||
<?php foreach($net_terms_array as $net_term_value => $net_term_name) { ?>
|
||||
<option <?php if ($config_default_net_terms == $net_term_value) { echo "selected"; } ?> value="<?php echo $net_term_value; ?>"><?php echo $net_term_name; ?></option>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<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>
|
||||
|
||||
</div>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
<div class="tab-pane fade" id="pills-notes">
|
||||
<div class="form-group">
|
||||
<textarea class="form-control" rows="10" name="notes" placeholder="Enter some notes"></textarea>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</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</button>
|
||||
<button type="button" class="btn btn-outline-secondary" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Close</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// Checks/prompts that the primary contact field (required) is populated
|
||||
function promptPrimaryContact() {
|
||||
let primaryContactField = document.getElementById("primaryContact").value;
|
||||
if (primaryContactField == null || primaryContactField === "") {
|
||||
document.getElementById("contactNavPill").click();
|
||||
}
|
||||
}
|
||||
</script>
|
||||
48
agent/modals/client/client_bulk_assign_tags.php
Normal file
48
agent/modals/client/client_bulk_assign_tags.php
Normal file
@@ -0,0 +1,48 @@
|
||||
<div class="modal" id="bulkAssignTagsModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header bg-dark">
|
||||
<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>×</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="modal-body">
|
||||
<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">
|
||||
<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
agent/modals/client/client_bulk_edit_hourly_rate.php
Normal file
31
agent/modals/client/client_bulk_edit_hourly_rate.php
Normal file
@@ -0,0 +1,31 @@
|
||||
<div class="modal" id="bulkEditHourlyRateModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header bg-dark">
|
||||
<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>×</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="modal-body">
|
||||
|
||||
<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">
|
||||
<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
agent/modals/client/client_bulk_edit_industry.php
Normal file
31
agent/modals/client/client_bulk_edit_industry.php
Normal file
@@ -0,0 +1,31 @@
|
||||
<div class="modal" id="bulkEditIndustryModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header bg-dark">
|
||||
<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>×</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="modal-body">
|
||||
|
||||
<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">
|
||||
<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
agent/modals/client/client_bulk_edit_referral.php
Normal file
49
agent/modals/client/client_bulk_edit_referral.php
Normal file
@@ -0,0 +1,49 @@
|
||||
<div class="modal" id="bulkEditReferralModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header bg-dark">
|
||||
<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>×</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="modal-body">
|
||||
|
||||
<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 $referral; ?></option>
|
||||
<?php } ?>
|
||||
|
||||
</select>
|
||||
<div class="input-group-append">
|
||||
<button class="btn btn-secondary" type="button"
|
||||
data-toggle="ajax-modal"
|
||||
data-modal-size="sm"
|
||||
data-ajax-url="ajax/ajax_category_add.php?category=Referral">
|
||||
<i class="fas fa-fw fa-plus"></i>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="modal-footer">
|
||||
<button type="submit" name="bulk_edit_client_referral" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Assign</button>
|
||||
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
100
agent/modals/client/client_bulk_email.php
Normal file
100
agent/modals/client/client_bulk_email.php
Normal file
@@ -0,0 +1,100 @@
|
||||
<div class="modal" id="bulkSendEmailModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-lg">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header bg-dark">
|
||||
<h5 class="modal-title"><i class="fa fa-fw fa-envelope-open mr-2"></i>Bulk Send Email</h5>
|
||||
<button type="button" class="close text-white" data-dismiss="modal">
|
||||
<span>×</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="modal-body">
|
||||
|
||||
<label>From Email / <span class="text-secondary">Display Name</span></label>
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-sm-6">
|
||||
<select type="text" class="form-control select2" name="mail_from">
|
||||
<option value="<?php echo nullable_htmlentities($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">
|
||||
<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>
|
||||
97
agent/modals/client/client_credit_add.php
Normal file
97
agent/modals/client/client_credit_add.php
Normal file
@@ -0,0 +1,97 @@
|
||||
<div class="modal" id="addCreditModal" tabindex="-1">
|
||||
<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: <?php echo numfmt_format_currency($currency_format, $credit_balance, $client_currency_code); ?>)</h5>
|
||||
<button type="button" class="close text-white" data-dismiss="modal">
|
||||
<span>×</span>
|
||||
</button>
|
||||
</div>
|
||||
<form action="post.php" method="post" autocomplete="off">
|
||||
<input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>">
|
||||
<div class="modal-body">
|
||||
|
||||
<div class="form-group">
|
||||
<label>Expire</label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-calendar-day"></i></span>
|
||||
</div>
|
||||
<input type="date" class="form-control" name="expire" max="2999-12-31">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Type<strong class="text-danger ml-2">*</strong></label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-th-list"></i></span>
|
||||
</div>
|
||||
<select class="form-control select2" name="type" required>
|
||||
<option value="0">- Select Credit Type -</option>
|
||||
<option value="manual">Manual</option>
|
||||
<option value="prepaid">Prepaid</option>
|
||||
<option value="promotion">Promotion</option>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Amount<strong class="text-danger ml-2">*</strong></label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-dollar-sign"></i></span>
|
||||
</div>
|
||||
<input type="text" class="form-control" inputmode="numeric" pattern="[0-9]*\.?[0-9]{0,2}" name="amount" placeholder="0.00" required>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Note<strong class="text-danger ml-2">*</strong></label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-file-alt"></i></span>
|
||||
</div>
|
||||
<input type="text" class="form-control" name="note" placeholder="Enter a note" maxlength="250">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php if (isset($_GET['client_id'])) { ?>
|
||||
<input type="hidden" name="client" value="<?php echo $client_id; ?>">
|
||||
<?php } else { ?>
|
||||
|
||||
<div class="form-group">
|
||||
<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
|
||||
|
||||
$sql = mysqli_query($mysqli, "SELECT client_id, client_name FROM clients ORDER BY client_name ASC");
|
||||
while ($row = mysqli_fetch_array($sql)) {
|
||||
$client_id = intval($row['client_id']);
|
||||
$client_name = nullable_htmlentities($row['client_name']);
|
||||
?>
|
||||
<option value="<?php echo $client_id; ?>"><?php echo $client_name; ?></option>
|
||||
|
||||
<?php
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
</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>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
20
agent/modals/client/client_delete.php
Normal file
20
agent/modals/client/client_delete.php
Normal file
@@ -0,0 +1,20 @@
|
||||
<div class="modal" id="deleteClientModal<?php echo $client_id; ?>" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-body">
|
||||
<div class="mb-4" style="text-align: center;">
|
||||
<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 <?php echo $client_name; ?> and ALL associated data</b>? This includes <?php echo $client_name; ?>'s documents, tickets, files, financial data, logs, etc. <br><br>This process cannot be undone.</h6>
|
||||
<div class="form-group">
|
||||
<input type="hidden" id="clientName<?php echo $client_id ?>" value="<?php echo $client_name; ?>">
|
||||
<input class="form-control" type="text" id="clientNameProvided<?php echo $client_id ?>" onkeyup="validateClientNameDelete(<?php echo $client_id ?>)" placeholder="Type '<?php echo $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>
|
||||
<a class="btn btn-danger btn-lg px-5 disabled" id="clientDeleteButton<?php echo $client_id ?>" href="post.php?delete_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">Yes, Delete!</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<script src="../js/client_delete_confirm.js"></script>
|
||||
185
agent/modals/client/client_download_pdf.php
Normal file
185
agent/modals/client/client_download_pdf.php
Normal file
@@ -0,0 +1,185 @@
|
||||
<div class="modal" id="exportClientPDFModal" tabindex="-1">
|
||||
<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>×</span>
|
||||
</button>
|
||||
</div>
|
||||
<form action="post.php" method="post" autocomplete="off" target="_blank">
|
||||
<input type="hidden" name="client_id" value="<?php echo $client_id; ?>">
|
||||
<div class="modal-body">
|
||||
<ul class="list-group">
|
||||
<div class="row">
|
||||
<div class="col-sm-6">
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="contacts" name="export_contacts" value="1" checked>
|
||||
<label for="contacts" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-users mr-2'></i>Contacts
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="locations" name="export_locations" value="1" checked>
|
||||
<label for="locations" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-map-marker-alt mr-2'></i>Locations
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="assets" name="export_assets" value="1" checked>
|
||||
<label for="assets" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-desktop mr-2'></i>Assets
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="software" name="export_software" value="1" checked>
|
||||
<label for="software" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-cube mr-2'></i>Software / Licenses
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="credentials" name="export_credentials" value="1">
|
||||
<label for="credentials" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-key mr-2'></i>Credentials
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="networks" name="export_networks" value="1" checked>
|
||||
<label for="networks" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-network-wired mr-2'></i>Networks
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="certificates" name="export_certificates" value="1" checked>
|
||||
<label for="certificates" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-lock mr-2'></i>Certificates
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="domains" name="export_domains" value="1" checked>
|
||||
<label for="domains" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-globe mr-2'></i>Domains
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="tickets" name="export_tickets" value="1" checked>
|
||||
<label for="tickets" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-life-ring mr-2'></i>Tickets
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-sm-6">
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="recurring_tickets" name="export_recurring_tickets" value="1" checked>
|
||||
<label for="recurring_tickets" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-clock mr-2'></i>Recurring Tickets
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="vendors" name="export_vendors" value="1" checked>
|
||||
<label for="vendors" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-building mr-2'></i>Vendors
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="invoices" name="export_invoices" value="1" checked>
|
||||
<label for="invoices" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-file-invoice mr-2'></i>Invoices
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="recurring_invoices" name="export_recurring_invoices" value="1" checked>
|
||||
<label for="recurring_invoices" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-sync mr-2'></i>Recurring Invoices
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="quotes" name="export_quotes" value="1" checked>
|
||||
<label for="quotes" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-file mr-2'></i>Quotes
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="payments" name="export_payments" value="1" checked>
|
||||
<label for="payments" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-credit-card mr-2'></i>Payments
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="trips" name="export_trips" value="1" checked>
|
||||
<label for="trips" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-route mr-2'></i>Trips
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<li class="list-group-item">
|
||||
<div class="custom-control custom-checkbox">
|
||||
<input class="custom-control-input" type="checkbox" id="logs" name="export_logs" value="1" checked>
|
||||
<label for="logs" class="custom-control-label">
|
||||
<i class='fas fa-fw fa-eye mr-2'></i>Audit Log
|
||||
</label>
|
||||
</div>
|
||||
</li>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</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>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
261
agent/modals/client/client_edit.php
Normal file
261
agent/modals/client/client_edit.php
Normal file
@@ -0,0 +1,261 @@
|
||||
<?php
|
||||
|
||||
require_once '../../../includes/modal_header.php';
|
||||
|
||||
$client_id = intval($_GET['id']);
|
||||
|
||||
$sql = mysqli_query($mysqli, "SELECT * FROM clients WHERE client_id = $client_id LIMIT 1");
|
||||
|
||||
$row = mysqli_fetch_array($sql);
|
||||
$client_name = nullable_htmlentities($row['client_name']);
|
||||
$client_is_lead = intval($row['client_lead']);
|
||||
$client_type = nullable_htmlentities($row['client_type']);
|
||||
$client_website = nullable_htmlentities($row['client_website']);
|
||||
$client_referral = nullable_htmlentities($row['client_referral']);
|
||||
$client_currency_code = nullable_htmlentities($row['client_currency_code']);
|
||||
$client_net_terms = intval($row['client_net_terms']);
|
||||
$client_tax_id_number = nullable_htmlentities($row['client_tax_id_number']);
|
||||
$client_abbreviation = nullable_htmlentities($row['client_abbreviation']);
|
||||
$client_rate = floatval($row['client_rate']);
|
||||
$client_notes = nullable_htmlentities($row['client_notes']);
|
||||
$client_created_at = nullable_htmlentities($row['client_created_at']);
|
||||
$client_archived_at = nullable_htmlentities($row['client_archived_at']);
|
||||
|
||||
// Client Tags
|
||||
$client_tag_id_array = array();
|
||||
$sql_client_tags = mysqli_query($mysqli, "SELECT tag_id FROM client_tags WHERE client_id = $client_id");
|
||||
while ($row = mysqli_fetch_array($sql_client_tags)) {
|
||||
$client_tag_id = intval($row['tag_id']);
|
||||
$client_tag_id_array[] = $client_tag_id;
|
||||
}
|
||||
|
||||
// Generate the HTML form content using output buffering.
|
||||
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><?php echo $client_name; ?></strong></h5>
|
||||
<button type="button" class="close text-white" data-dismiss="modal">
|
||||
<span>×</span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<form action="post.php" method="post" autocomplete="off">
|
||||
<input type="hidden" name="client_id" value="<?php echo $client_id; ?>">
|
||||
|
||||
<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<?php echo $client_id; ?>">Details</a>
|
||||
</li>
|
||||
<?php if ($config_module_enable_accounting) { ?>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-client-billing<?php echo $client_id; ?>">Billing</a>
|
||||
</li>
|
||||
<?php } ?>
|
||||
<li class="nav-item">
|
||||
<a class="nav-link" data-toggle="pill" href="#pills-client-notes<?php echo $client_id; ?>">Notes</a>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<div class="modal-body">
|
||||
|
||||
<div class="tab-content">
|
||||
|
||||
<div class="tab-pane fade show active" id="pills-client-details<?php echo $client_id; ?>">
|
||||
|
||||
<div class="form-group">
|
||||
<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="<?php echo $client_name; ?>" required>
|
||||
<div class="input-group-append">
|
||||
<div class="input-group-text">
|
||||
<input type="checkbox" name="lead" value="1" <?php if($client_is_lead == 1){ echo "checked"; } ?>>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<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="<?php echo $client_abbreviation; ?>" maxlength="6" oninput="this.value = this.value.toUpperCase()">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<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="type" placeholder="Industry"
|
||||
value="<?php echo $client_type; ?>">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<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" data-tags="true" name="referral">
|
||||
<option value="">- Select Referral -</option>
|
||||
<?php
|
||||
|
||||
$referral_sql = mysqli_query($mysqli, "SELECT * FROM categories WHERE category_type = 'Referral' AND (category_archived_at > '$client_created_at' OR category_archived_at IS NULL) ORDER BY category_name ASC");
|
||||
while ($row = mysqli_fetch_array($referral_sql)) {
|
||||
$referral = nullable_htmlentities($row['category_name']);
|
||||
?>
|
||||
<option <?php if ($client_referral == $referral) {
|
||||
echo "selected";
|
||||
} ?>>
|
||||
<?php echo $referral; ?>
|
||||
</option>
|
||||
|
||||
<?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">
|
||||
<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="<?php echo $client_website; ?>">
|
||||
</div>
|
||||
</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="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 $tag_id_select; ?>" <?php if (in_array($tag_id_select, $client_tag_id_array)) { echo "selected"; } ?>><?php echo $tag_name_select; ?></option>
|
||||
<?php } ?>
|
||||
|
||||
</select>
|
||||
<div class="input-group-append">
|
||||
<button class="btn btn-secondary ajax-modal" type="button"
|
||||
data-modal-url="../admin/modals/tag/tag_add.php?type=1">
|
||||
<i class="fas fa-fw fa-plus"></i>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<?php if ($config_module_enable_accounting) { ?>
|
||||
|
||||
<div class="tab-pane fade" id="pills-client-billing<?php echo $client_id; ?>">
|
||||
|
||||
<div class="form-group">
|
||||
<label>Hourly Rate</label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-clock"></i></span>
|
||||
</div>
|
||||
<input type="text" class="form-control" inputmode="numeric"
|
||||
pattern="[0-9]*\.?[0-9]{0,2}" name="rate" placeholder="0.00"
|
||||
value="<?php echo number_format($client_rate, 2, '.', ''); ?>">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Currency <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-money-bill"></i></span>
|
||||
</div>
|
||||
<select class="form-control select2" name="currency_code" required>
|
||||
<option value="">- Currency -</option>
|
||||
<?php foreach ($currencies_array as $currency_code => $currency_name) { ?>
|
||||
<option <?php if ($client_currency_code == $currency_code) {
|
||||
echo "selected";
|
||||
} ?> value="<?php echo $currency_code; ?>">
|
||||
<?php echo "$currency_code - $currency_name"; ?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<label>Invoice Net Terms</label>
|
||||
<div class="input-group">
|
||||
<div class="input-group-prepend">
|
||||
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
|
||||
</div>
|
||||
<select class="form-control select2" name="net_terms">
|
||||
<option value="">- Net Terms -</option>
|
||||
<?php foreach ($net_terms_array as $net_term_value => $net_term_name) { ?>
|
||||
<option <?php if ($net_term_value == $client_net_terms) {
|
||||
echo "selected";
|
||||
} ?> value="<?php echo $net_term_value; ?>">
|
||||
<?php echo $net_term_name; ?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group">
|
||||
<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="<?php echo $client_tax_id_number; ?>">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
<div class="tab-pane fade" id="pills-client-notes<?php echo $client_id; ?>">
|
||||
|
||||
<div class="form-group">
|
||||
<textarea class="form-control" rows="10" placeholder="Enter some notes" name="notes"><?php echo $client_notes; ?></textarea>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
</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>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<?php
|
||||
require_once '../../../includes/modal_footer.php';
|
||||
20
agent/modals/client/client_export.php
Normal file
20
agent/modals/client/client_export.php
Normal file
@@ -0,0 +1,20 @@
|
||||
<div class="modal" id="exportClientModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header bg-dark">
|
||||
<h5 class="modal-title"><i class="fas fa-fw fa-download mr-2"></i>Export Clients to CSV</h5>
|
||||
<button type="button" class="close text-white" data-dismiss="modal">
|
||||
<span>×</span>
|
||||
</button>
|
||||
</div>
|
||||
<form action="post.php" method="post" autocomplete="off">
|
||||
<div class="modal-body">
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="submit" name="export_clients_csv" class="btn btn-primary text-bold"><i class="fas fa-fw fa-download mr-2"></i>Download CSV</button>
|
||||
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fas fa-times mr-2"></i>Cancel</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
28
agent/modals/client/client_import.php
Normal file
28
agent/modals/client/client_import.php
Normal file
@@ -0,0 +1,28 @@
|
||||
<div class="modal" id="importClientModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<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>×</span>
|
||||
</button>
|
||||
</div>
|
||||
<form action="post.php" method="post" enctype="multipart/form-data" autocomplete="off">
|
||||
<div class="modal-body">
|
||||
<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>
|
||||
<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>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
Reference in New Issue
Block a user