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Migrate Import/export clients to ajax-modals

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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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62
agent/clients.php
View File

@@ -92,11 +92,13 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</button> </button>
<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-toggle="dropdown"></button> <button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-toggle="dropdown"></button>
<div class="dropdown-menu"> <div class="dropdown-menu">
<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#importClientModal"> <a class="dropdown-item text-dark ajax-modal" href="#"
data-modal-url="modals/client/client_import.php">
<i class="fa fa-fw fa-upload mr-2"></i>Import <i class="fa fa-fw fa-upload mr-2"></i>Import
</a> </a>
<div class="dropdown-divider"></div> <div class="dropdown-divider"></div>
<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#exportClientModal"> <a class="dropdown-item text-dark ajax-modal" href="#"
data-modal-url="modals/client/client_export.php">
<i class="fa fa-fw fa-download mr-2"></i>Export <i class="fa fa-fw fa-download mr-2"></i>Export
</a> </a>
</div> </div>
@@ -128,7 +130,7 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</div> </div>
<div class="btn-group"> <div class="btn-group">
<a href="?<?php echo $url_query_strings_sort ?>&archived=<?php if($archived == 1){ echo 0; } else { echo 1; } ?>" <a href="?<?php echo $url_query_strings_sort ?>&archived=<?php if($archived == 1){ echo 0; } else { echo 1; } ?>"
class="btn btn-<?php if ($archived == 1) { echo "primary"; } else { echo "default"; } ?>"> class="btn btn-<?php if ($archived == 1) { echo "primary"; } else { echo "default"; } ?>">
<i class="fa fa-fw fa-archive mr-2"></i>Archived <i class="fa fa-fw fa-archive mr-2"></i>Archived
</a> </a>
@@ -137,38 +139,38 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
<i class="fas fa-fw fa-layer-group"></i><span class="d-none d-sm-inline ml-2">Action</span> (<span id="selectedCount">0</span>) <i class="fas fa-fw fa-layer-group"></i><span class="d-none d-sm-inline ml-2">Action</span> (<span id="selectedCount">0</span>)
</button> </button>
<div class="dropdown-menu"> <div class="dropdown-menu">
<a class="dropdown-item ajax-modal" href="#" <a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/client/client_bulk_add_ticket.php" data-modal-url="modals/client/client_bulk_add_ticket.php"
data-modal-size="lg" data-modal-size="lg"
data-bulk="true"> data-bulk="true">
<i class="fas fa-fw fa-life-ring mr-2"></i>Open Tickets <i class="fas fa-fw fa-life-ring mr-2"></i>Open Tickets
</a> </a>
<div class="dropdown-divider"></div> <div class="dropdown-divider"></div>
<a class="dropdown-item ajax-modal" href="#" <a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/client/client_bulk_edit_hourly_rate.php" data-modal-url="modals/client/client_bulk_edit_hourly_rate.php"
data-bulk="true"> data-bulk="true">
<i class="fas fa-fw fa-clock mr-2"></i>Set Hourly Rate <i class="fas fa-fw fa-clock mr-2"></i>Set Hourly Rate
</a> </a>
<div class="dropdown-divider"></div> <div class="dropdown-divider"></div>
<a class="dropdown-item ajax-modal" href="#" <a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/client/client_bulk_edit_industry.php" data-modal-url="modals/client/client_bulk_edit_industry.php"
data-bulk="true"> data-bulk="true">
<i class="fas fa-fw fa-briefcase mr-2"></i>Set Industry <i class="fas fa-fw fa-briefcase mr-2"></i>Set Industry
</a> </a>
<div class="dropdown-divider"></div> <div class="dropdown-divider"></div>
<a class="dropdown-item ajax-modal" href="#" <a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/client/client_bulk_edit_referral.php" data-modal-url="modals/client/client_bulk_edit_referral.php"
data-bulk="true"> data-bulk="true">
<i class="fas fa-fw fa-link mr-2"></i>Set Referral <i class="fas fa-fw fa-link mr-2"></i>Set Referral
</a> </a>
<div class="dropdown-divider"></div> <div class="dropdown-divider"></div>
<a class="dropdown-item ajax-modal" href="#" <a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/client/client_bulk_assign_tags.php" data-modal-url="modals/client/client_bulk_assign_tags.php"
data-bulk="true"> data-bulk="true">
<i class="fas fa-fw fa-tags mr-2"></i>Assign Tags <i class="fas fa-fw fa-tags mr-2"></i>Assign Tags
</a> </a>
<div class="dropdown-divider"></div> <div class="dropdown-divider"></div>
<a class="dropdown-item ajax-modal" href="#" <a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/client/client_bulk_email.php" data-modal-url="modals/client/client_bulk_email.php"
data-modal-size="lg" data-modal-size="lg"
data-bulk="true"> data-bulk="true">
@@ -193,15 +195,15 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</div> </div>
</div> </div>
</div> </div>
<div <div
class="collapse class="collapse
<?php <?php
if (isset($_GET['dtf']) && $_GET['dtf'] !== '1970-01-01' if (isset($_GET['dtf']) && $_GET['dtf'] !== '1970-01-01'
|| $industry_filter || $industry_filter
|| $referral_filter || $referral_filter
|| (isset($_GET['tags']) && is_array($_GET['tags'])) || (isset($_GET['tags']) && is_array($_GET['tags']))
) )
{ echo "show"; } { echo "show"; }
?> ?>
" "
id="advancedFilter" id="advancedFilter"
@@ -220,10 +222,10 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
<div class="form-group"> <div class="form-group">
<label>Tag</label> <label>Tag</label>
<select onchange="this.form.submit()" class="form-control select2" name="tags[]" data-placeholder="- Select Tags -" multiple> <select onchange="this.form.submit()" class="form-control select2" name="tags[]" data-placeholder="- Select Tags -" multiple>
<?php <?php
$sql_tags_filter = mysqli_query($mysqli, " $sql_tags_filter = mysqli_query($mysqli, "
SELECT tags.tag_id, tags.tag_name SELECT tags.tag_id, tags.tag_name
FROM tags FROM tags
LEFT JOIN client_tags ON client_tags.tag_id = tags.tag_id LEFT JOIN client_tags ON client_tags.tag_id = tags.tag_id
WHERE tag_type = 1 WHERE tag_type = 1
GROUP BY tags.tag_id GROUP BY tags.tag_id
@@ -281,7 +283,7 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</div> </div>
</form> </form>
</div> </div>
<form id="bulkActions" action="post.php" method="post"> <form id="bulkActions" action="post.php" method="post">
<input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>"> <input type="hidden" name="csrf_token" value="<?php echo $_SESSION['csrf_token'] ?>">
<div class="table-responsive-sm"> <div class="table-responsive-sm">
@@ -364,11 +366,11 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
} }
// Counts // Counts
// Contact Count // Contact Count
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('contact_id') AS num FROM contacts WHERE contact_client_id = $client_id AND contact_archived_at IS NULL")); $row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('contact_id') AS num FROM contacts WHERE contact_client_id = $client_id AND contact_archived_at IS NULL"));
$contact_count = $row['num']; $contact_count = $row['num'];
if ($contact_count) { if ($contact_count) {
$contact_count_display = "<a href='contacts.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-dark p-2' title='Contacts ($contact_count)'><i class='fas fa-fw fa-users mr-2'></i>$contact_count</a>"; $contact_count_display = "<a href='contacts.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-dark p-2' title='Contacts ($contact_count)'><i class='fas fa-fw fa-users mr-2'></i>$contact_count</a>";
} else { } else {
$contact_count_display = ''; $contact_count_display = '';
@@ -377,34 +379,34 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
// Vendors Count // Vendors Count
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('vendor_id') AS num FROM vendors WHERE vendor_client_id = $client_id AND vendor_archived_at IS NULL")); $row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('vendor_id') AS num FROM vendors WHERE vendor_client_id = $client_id AND vendor_archived_at IS NULL"));
$vendor_count = $row['num']; $vendor_count = $row['num'];
if ($vendor_count) { if ($vendor_count) {
$vendor_count_display = "<a href='vendors.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-dark p-2' title='Vendors ($vendor_count)'><i class='fas fa-fw fa-building mr-2'></i>$vendor_count</a>"; $vendor_count_display = "<a href='vendors.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-dark p-2' title='Vendors ($vendor_count)'><i class='fas fa-fw fa-building mr-2'></i>$vendor_count</a>";
} else { } else {
$vendor_count_display = ''; $vendor_count_display = '';
} }
// Asset Count // Asset Count
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('asset_id') AS num FROM assets WHERE asset_client_id = $client_id AND asset_archived_at IS NULL")); $row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('asset_id') AS num FROM assets WHERE asset_client_id = $client_id AND asset_archived_at IS NULL"));
$asset_count = $row['num']; $asset_count = $row['num'];
if ($asset_count) { if ($asset_count) {
$asset_count_display = "<a href='assets.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-secondary p-2' title='Assets ($asset_count)'><i class='fas fa-fw fa-desktop mr-2'></i>$asset_count</a>"; $asset_count_display = "<a href='assets.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-secondary p-2' title='Assets ($asset_count)'><i class='fas fa-fw fa-desktop mr-2'></i>$asset_count</a>";
} else { } else {
$asset_count_display = ''; $asset_count_display = '';
} }
// Credential Count // Credential Count
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('credential_id') AS num FROM credentials WHERE credential_client_id = $client_id AND credential_archived_at IS NULL")); $row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('credential_id') AS num FROM credentials WHERE credential_client_id = $client_id AND credential_archived_at IS NULL"));
$credential_count = $row['num']; $credential_count = $row['num'];
if ($credential_count) { if ($credential_count) {
$credential_count_display = "<a href='credentials.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-secondary p-2' title='Credentials ($credential_count)'><i class='fas fa-fw fa-key mr-2'></i>$credential_count</a>"; $credential_count_display = "<a href='credentials.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-secondary p-2' title='Credentials ($credential_count)'><i class='fas fa-fw fa-key mr-2'></i>$credential_count</a>";
} else { } else {
$credential_count_display = ''; $credential_count_display = '';
} }
// Software Count // Software Count
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('software_id') AS num FROM software WHERE software_client_id = $client_id AND software_archived_at IS NULL")); $row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('software_id') AS num FROM software WHERE software_client_id = $client_id AND software_archived_at IS NULL"));
$software_count = $row['num']; $software_count = $row['num'];
if ($software_count) { if ($software_count) {
$software_count_display = "<a href='software.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-secondary p-2' title='Licenses ($software_count)'><i class='fas fa-fw fa-cube mr-2'></i>$software_count</a>"; $software_count_display = "<a href='software.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-secondary p-2' title='Licenses ($software_count)'><i class='fas fa-fw fa-cube mr-2'></i>$software_count</a>";
} else { } else {
$software_count_display = ''; $software_count_display = '';
@@ -413,7 +415,7 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
// Ticket Count // Ticket Count
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('ticket_id') AS num FROM tickets WHERE ticket_client_id = $client_id AND ticket_archived_at IS NULL")); $row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('ticket_id') AS num FROM tickets WHERE ticket_client_id = $client_id AND ticket_archived_at IS NULL"));
$ticket_count = $row['num']; $ticket_count = $row['num'];
if ($ticket_count) { if ($ticket_count) {
$ticket_count_display = "<a href='tickets.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-secondary p-2' title='Tickets ($ticket_count)'><i class='fas fa-fw fa-life-ring mr-2'></i>$ticket_count</a>"; $ticket_count_display = "<a href='tickets.php?client_id=$client_id' class='mr-2 mb-1 badge badge-pill badge-secondary p-2' title='Tickets ($ticket_count)'><i class='fas fa-fw fa-life-ring mr-2'></i>$ticket_count</a>";
} else { } else {
$ticket_count_display = ''; $ticket_count_display = '';
@@ -518,10 +520,10 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
} }
if (!empty($contact_name)) { ?> if (!empty($contact_name)) { ?>
<div class="text-bold"> <div class="text-bold">
<i class="fa fa-fw fa-user text-secondary mr-2 mb-2"></i><a class="ajax-modal" href="#" <i class="fa fa-fw fa-user text-secondary mr-2 mb-2"></i><a class="ajax-modal" href="#"
data-modal-url="modals/contact/contact_details.php?client_id=<?= $client_id ?>&id=<?= $contact_id ?>" data-modal-size="lg"><?= $contact_name; ?> data-modal-url="modals/contact/contact_details.php?client_id=<?= $client_id ?>&id=<?= $contact_id ?>" data-modal-size="lg"><?= $contact_name; ?>
</a> </a>
</div> </div>
<?php } else { <?php } else {
@@ -617,12 +619,10 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</form> </form>
<!-- Ends Card Body --> <!-- Ends Card Body -->
<?php require_once "../includes/filter_footer.php"; ?> <?php require_once "../includes/filter_footer.php"; ?>
</div> <!-- End Card --> </div> <!-- End Card -->
<script src="../js/bulk_actions.js"></script> <script src="../js/bulk_actions.js"></script>
<?php <?php
require_once "modals/client/client_import.php";
require_once "modals/client/client_export.php";
require_once "../includes/footer.php"; require_once "../includes/footer.php";

3
agent/modals/asset/asset_link_file.php
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@@ -48,7 +48,7 @@ ob_start();
AND asset_files.asset_id IS NULL AND asset_files.asset_id IS NULL
ORDER BY folders.folder_name ASC, files.file_name ASC ORDER BY folders.folder_name ASC, files.file_name ASC
"); ");
while ($row = mysqli_fetch_array($sql_files_select)) { while ($row = mysqli_fetch_array($sql_files_select)) {
$file_id = intval($row['file_id']); $file_id = intval($row['file_id']);
$file_name = nullable_htmlentities($row['file_name']); $file_name = nullable_htmlentities($row['file_name']);
@@ -70,4 +70,3 @@ ob_start();
<?php <?php
require_once '../../../includes/modal_footer.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"> <?php
<div class="modal-dialog">
<div class="modal-content"> require_once '../../../includes/modal_header.php';
<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> ob_start();
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span> ?>
</button>
</div> <div class="modal-header bg-dark">
<form action="post.php" method="post" autocomplete="off"> <h5 class="modal-title"><i class="fas fa-fw fa-download mr-2"></i>Export Clients to CSV</h5>
<div class="modal-body"> <button type="button" class="close text-white" data-dismiss="modal">
</div> <span>&times;</span>
<div class="modal-footer"> </button>
<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> </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"> <?php
<div class="modal-dialog">
<div class="modal-content"> require_once '../../../includes/modal_header.php';
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-users mr-2"></i>Import Clients</h5> ob_start();
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span> ?>
</button> <div class="modal-header bg-dark">
</div> <h5 class="modal-title"><i class="fa fa-fw fa-users mr-2"></i>Import Clients</h5>
<form action="post.php" method="post" enctype="multipart/form-data" autocomplete="off"> <button type="button" class="close text-white" data-dismiss="modal">
<div class="modal-body"> <span>&times;</span>
<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> </button>
<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> </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';