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Migrate Import/export clients to ajax-modals

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This commit is contained in:
johnnyq
2025-12-01 20:33:01 -05:00
parent 5bb410f80c
commit fe8df66c67
4 changed files with 87 additions and 79 deletions
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3
agent/modals/asset/asset_link_file.php
View File

@@ -48,7 +48,7 @@ ob_start();
AND asset_files.asset_id IS NULL
ORDER BY folders.folder_name ASC, files.file_name ASC
");
while ($row = mysqli_fetch_array($sql_files_select)) {
$file_id = intval($row['file_id']);
$file_name = nullable_htmlentities($row['file_name']);
@@ -70,4 +70,3 @@ ob_start();
<?php
require_once '../../../includes/modal_footer.php';
?>

43
agent/modals/client/client_export.php
View File

@@ -1,20 +1,25 @@
<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>&times;</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>
<?php
require_once '../../../includes/modal_header.php';
ob_start();
?>
<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>&times;</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>
<?php
require_once '../../../includes/modal_footer.php';

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

@@ -1,28 +1,32 @@
<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>&times;</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>
<?php
require_once '../../../includes/modal_header.php';
ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-users mr-2"></i>Import Clients</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</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>
<?php
require_once '../../../includes/modal_footer.php';