deny (fail closed) return false; } } /* * Enforce a capability at the top of a page or handler - a contact without it * is sent home with a note, rather than signed out for following a link. */ function enforceContactCan($capability) { if (!contactCan($capability)) { flashAlert("That part of the portal isn't open to you", 'error'); redirect("/client/index.php"); } } /** Whether an agent is looking at the portal as this contact (View as contact) - nothing is changed or recorded then. */ function portalViewingAs() { global $portal_view_as; return !empty($portal_view_as); } /* * Confirms the person at the keyboard is the account holder, before a change * that would let someone who hijacked a session take the account over or * defeat phone verification. * * Returns true for SSO contacts without checking anything: there is no local * password to compare against, and the identity provider has already done this * work. Gating them on a password they do not have would just lock them out. */ function portalReauthenticate($current_password) { global $mysqli, $session_user_id, $session_auth_method; if ($session_auth_method !== 'local') { return true; } if (empty($current_password)) { return false; } $sql = mysqli_query($mysqli, "SELECT user_password FROM users WHERE user_id = $session_user_id LIMIT 1"); $row = mysqli_fetch_assoc($sql); if (!$row || empty($row['user_password'])) { return false; } return password_verify($current_password, $row['user_password']); } /* * A timestamp a person can read, in the company's configured date and time * format rather than the raw DATETIME the database hands back. * * Today and yesterday are named instead of dated, because on an activity list * the recent rows are the ones being scanned and "Today at 4:12 PM" answers * "was that just now?" faster than a date does. Anything older gets the full * date, since by then the date is the useful part. * * Returns HTML-escaped output - callers print it directly. */ function portalDateTime($datetime) { global $config_date_format, $config_time_format; if (empty($datetime)) { return ''; } $timestamp = strtotime($datetime); if ($timestamp === false) { return escapeHtml($datetime); } $time = date($config_time_format, $timestamp); $day = date('Y-m-d', $timestamp); if ($day === date('Y-m-d')) { return escapeHtml("Today at $time"); } if ($day === date('Y-m-d', strtotime('-1 day'))) { return escapeHtml("Yesterday at $time"); } return escapeHtml(date($config_date_format, $timestamp) . " at $time"); } /* * The empty state for the portal's list pages - the same one the agent lists * use (emptyStateHtml()), so an empty list reads as empty rather than broken. * * Pass 'success' where empty is genuinely good news (nothing owed, nothing * unpaid) and it shows a tick. */ function portalEmptyState($message, $icon = 'fa-inbox', $type = 'secondary') { return emptyStateHtml([ 'title' => rtrim((string) $message, '.'), 'icon' => $type === 'success' ? 'fa-check' : $icon, 'filtered' => false, ]); } /* * The portal's sections, in menu order, as this contact may see them - the top * bar, the phone menu and the tab bar all draw from this. Each has a label, an * icon, the pages that light it up, and an href or children. */ function portalNav() { global $mysqli, $config_module_enable_accounting, $config_module_enable_itdoc; $nav = [ 'home' => ['label' => 'Home', 'icon' => 'fa-home', 'href' => '/client/index.php', 'pages' => ['index.php']], 'tickets' => ['label' => 'Tickets', 'icon' => 'fa-life-ring', 'href' => '/client/tickets.php', 'pages' => ['tickets.php', 'ticket.php', 'ticket_add.php', 'ticket_view_all.php']], ]; if (contactCan('accounting') && $config_module_enable_accounting == 1) { $cards = billingStripeProvider() !== null; $children = [ ['label' => 'Invoices', 'icon' => 'fa-file-invoice-dollar', 'href' => '/client/invoices.php', 'pages' => ['invoices.php', 'invoice.php']], ]; if ($cards) { $children[] = ['label' => 'Pay invoices', 'icon' => 'fa-hand-holding-usd', 'href' => '/client/unpaid_invoices.php', 'pages' => ['unpaid_invoices.php', 'pay.php']]; } $children[] = ['label' => 'Quotes', 'icon' => 'fa-comment-dollar', 'href' => '/client/quotes.php', 'pages' => ['quotes.php', 'quote.php']]; $children[] = ['label' => 'Recurring invoices', 'icon' => 'fa-redo-alt', 'href' => '/client/recurring_invoices.php', 'pages' => ['recurring_invoices.php', 'recurring_invoice.php']]; if (contractsReady() && intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COUNT(*) FROM contracts WHERE " . portalContractScopeSql()))[0] ?? 0)) { $children[] = ['label' => 'Contracts', 'icon' => 'fa-file-contract', 'href' => '/client/contracts.php', 'pages' => ['contracts.php', 'contract.php']]; } $children[] = ['label' => 'Payments', 'icon' => 'fa-receipt', 'href' => '/client/payments.php', 'pages' => ['payments.php', 'receipt.php']]; $children[] = ['label' => 'Statement', 'icon' => 'fa-file-alt', 'href' => '/client/statement.php', 'pages' => ['statement.php']]; if ($cards) { $children[] = ['label' => 'Cards & autopay', 'icon' => 'fa-credit-card', 'href' => '/client/saved_payment_methods.php', 'pages' => ['saved_payment_methods.php']]; } $nav['billing'] = ['label' => 'Billing', 'icon' => 'fa-file-invoice-dollar', 'children' => $children, 'pages' => array_merge(...array_column($children, 'pages'))]; } if ($config_module_enable_itdoc && contactCan('itdoc')) { $children = [ ['label' => 'Devices', 'icon' => 'fa-desktop', 'href' => '/client/assets.php', 'pages' => ['assets.php', 'asset.php']], ['label' => 'Licenses', 'icon' => 'fa-cube', 'href' => '/client/licenses.php', 'pages' => ['licenses.php']], ['label' => 'Domains & certificates', 'icon' => 'fa-globe', 'href' => '/client/domains.php', 'pages' => ['domains.php', 'certificates.php']], ['label' => 'Documents', 'icon' => 'fa-folder-open', 'href' => '/client/documents.php', 'pages' => ['documents.php', 'document.php', 'document_add.php', 'file.php']], ]; if (contactCan('contacts')) { $children[] = ['label' => 'Contacts', 'icon' => 'fa-address-book', 'href' => '/client/contacts.php', 'pages' => ['contacts.php', 'contact.php', 'contact_add.php', 'contact_edit.php']]; } $nav['it'] = ['label' => 'Your IT', 'icon' => 'fa-laptop', 'children' => $children, 'pages' => array_merge(...array_column($children, 'pages'))]; } // The links an admin set to show in the portal (Admin > Custom Links) foreach (customLinksFor(3) as $row) { $nav['link-' . intval($row['custom_link_id'])] = [ 'label' => (string) $row['custom_link_name'], 'icon_class' => 'fas fa-fw fa-' . $row['icon'], 'href' => $row['href'], 'new_tab' => intval($row['custom_link_new_tab']) === 1, 'title' => trim((string) $row['custom_link_description']), 'pages' => [basename((string) parse_url($row['href'], PHP_URL_PATH))], ]; } return $nav; } /** A round avatar - the photo when there is one, else initials on a tone picked from the name. */ function portalAvatarHtml($name, $photo_url = '', $size = '') { $class = 'itflow-portal-avatar' . ($size !== '' ? " itflow-portal-avatar-$size" : ''); if ($photo_url !== '') { return ''; } $initials = personInitials((string) $name) ?: '?'; $tone = 1 + (abs(crc32((string) $name)) % 6); return ''; } /* * ---------- tickets ---------- * * A ticket as the client sees it. The statuses agents work with (New, Open, * On Hold and any of their own) mean little to a client, so the portal says * where it stands for them: received, being worked on, waiting on them, on * hold, resolved for them to confirm, or closed. */ /** Whether this contact sees every ticket of their company, not only their own - primary and technical contacts. */ function portalSeesAllTickets() { global $session_contact_primary, $session_contact_is_technical_contact; return $session_contact_primary == 1 || $session_contact_is_technical_contact; } /** SQL: the tickets this contact may open - their company's, and only their own unless they see them all. */ function portalTicketScopeSql($mine_only = false) { global $session_client_id, $session_contact_id; $sql = "tickets.ticket_client_id = " . intval($session_client_id); if ($mine_only || !portalSeesAllTickets()) { $sql .= " AND tickets.ticket_contact_id = " . intval($session_contact_id); } return $sql; } /** * Where a ticket stands for the client - key, label, icon and the badge class. * From a row with ticket_status, ticket_resolved_at, ticket_closed_at, * ticket_last_spoke (ticketLastSpokeSql()) and ticket_status_pauses_sla. */ function portalTicketState($row) { if (!empty($row['ticket_closed_at'])) { return ['key' => 'closed', 'label' => 'Closed', 'icon' => 'fa-check-circle', 'class' => 'itflow-portal-state-closed']; } if (!empty($row['ticket_resolved_at'])) { return ['key' => 'resolved', 'label' => 'Resolved', 'icon' => 'fa-check', 'class' => 'itflow-portal-state-resolved']; } if (($row['ticket_last_spoke'] ?? null) === 'Public') { return ['key' => 'you', 'label' => 'Waiting on you', 'icon' => 'fa-reply', 'class' => 'itflow-portal-state-you']; } if (intval($row['ticket_status_pauses_sla'] ?? 0) === 1) { return ['key' => 'hold', 'label' => $row['ticket_status_name'] ?: 'On hold', 'icon' => 'fa-pause', 'class' => 'itflow-portal-state-hold']; } if (intval($row['ticket_status'] ?? 0) === 1 && empty($row['ticket_last_spoke'])) { return ['key' => 'new', 'label' => 'Received', 'icon' => 'fa-inbox', 'class' => 'itflow-portal-state-new']; } return ['key' => 'progress', 'label' => 'In progress', 'icon' => 'fa-tools', 'class' => 'itflow-portal-state-progress']; } /** The state as a badge. */ function portalTicketStateHtml($row) { $state = portalTicketState($row); return '' . escapeHtml($state['label']) . ''; } /** The ticket list's tabs - each with its label, icon and SQL. Needs tickets joined to ticket_statuses. */ function portalTicketTabs() { $spoke = ticketLastSpokeSql(); return [ 'open' => ['label' => 'Open', 'icon' => 'fa-folder-open', 'where' => TICKET_OPEN_SQL], 'you' => ['label' => 'Waiting on you', 'icon' => 'fa-reply', 'where' => TICKET_OPEN_SQL . " AND $spoke = 'Public'"], 'resolved' => ['label' => 'Resolved', 'icon' => 'fa-check', 'where' => 'tickets.ticket_resolved_at IS NOT NULL AND tickets.ticket_closed_at IS NULL'], 'closed' => ['label' => 'Closed', 'icon' => 'fa-check-circle', 'where' => 'tickets.ticket_closed_at IS NOT NULL'], 'all' => ['label' => 'All', 'icon' => 'fa-list', 'where' => '1 = 1'], ]; } /** The columns a ticket list or page needs for portalTicketState(), with the ticket's own. */ function portalTicketColumnsSql() { return "tickets.ticket_id, tickets.ticket_prefix, tickets.ticket_number, tickets.ticket_subject, tickets.ticket_status, tickets.ticket_priority, tickets.ticket_created_at, tickets.ticket_updated_at, tickets.ticket_resolved_at, tickets.ticket_closed_at, tickets.ticket_contact_id, ticket_statuses.ticket_status_name, ticket_statuses.ticket_status_pauses_sla, " . ticketLastSpokeSql() . " AS ticket_last_spoke"; } /** Whether what the editor sent says nothing - only tags, spaces and non-breaking spaces, and no picture. */ function portalHtmlIsEmpty($html) { $html = (string) $html; if (stripos($html, '' . escapeHtml($state['label']) . ''; } /** * Where an invoice stands for the client: invoiceState() (state, balance, * paid, days) with a label, icon and class - paid, cancelled, overdue, or * when it is due. */ function portalInvoiceState(array $row, $paid) { $state = invoiceState($row, $paid); $days = $state['days']; switch ($state['state']) { case 'paid': return $state + ['label' => 'Paid', 'icon' => 'fa-check', 'class' => 'itflow-portal-state-resolved']; case 'cancelled': return $state + ['label' => 'Cancelled', 'icon' => 'fa-ban', 'class' => 'itflow-portal-state-closed']; case 'nonbillable': return $state + ['label' => 'No charge', 'icon' => 'fa-minus-circle', 'class' => 'itflow-portal-state-closed']; case 'draft': return $state + ['label' => 'Draft', 'icon' => 'fa-pencil-alt', 'class' => 'itflow-portal-state-closed']; case 'overdue': return $state + ['label' => -$days . ' ' . (-$days === 1 ? 'day' : 'days') . ' overdue', 'icon' => 'fa-exclamation-circle', 'class' => 'itflow-portal-state-late']; } if ($days === 0) { return $state + ['label' => 'Due today', 'icon' => 'fa-clock', 'class' => 'itflow-portal-state-you']; } if ($days <= 7) { return $state + ['label' => "Due in $days " . ($days === 1 ? 'day' : 'days'), 'icon' => 'fa-clock', 'class' => 'itflow-portal-state-you']; } return $state + ['label' => 'Due ' . date('M j', strtotime((string) $row['invoice_due'])), 'icon' => 'fa-clock', 'class' => 'itflow-portal-state-new']; } /** Where a quote stands for the client - waiting for their answer, run out, accepted or declined - with a label, icon and class. */ function portalQuoteState(array $row) { $status = (string) $row['quote_status']; if (in_array($status, ['Accepted', 'Invoiced'], true)) { return ['key' => 'accepted', 'label' => 'Accepted', 'icon' => 'fa-thumbs-up', 'class' => 'itflow-portal-state-resolved']; } if ($status === 'Declined') { return ['key' => 'declined', 'label' => 'Declined', 'icon' => 'fa-thumbs-down', 'class' => 'itflow-portal-state-closed']; } if (quoteExpired($row)) { return ['key' => 'expired', 'label' => 'Expired', 'icon' => 'fa-hourglass-end', 'class' => 'itflow-portal-state-hold']; } return ['key' => 'waiting', 'label' => 'Waiting for you', 'icon' => 'fa-reply', 'class' => 'itflow-portal-state-you']; } /** SQL: quotes waiting for the client's answer - sent or viewed, and not run out. */ function portalQuoteWaitingSql() { return "quote_status IN ('Sent', 'Viewed') AND quote_expire >= CURDATE()"; } /** * The contact opened an invoice or quote in the portal - marked viewed, in * its history and told to the agents (billingGuestViewed()), once each time * they sign in rather than on every look. */ function portalBillingViewed($type, array $row) { if (portalViewingAs()) { return; } global $contact; $key = $type . ':' . intval($row[billingType($type)['col'] . '_id']); if (!empty($_SESSION['portal_viewed'][$key])) { return; } $_SESSION['portal_viewed'][$key] = 1; billingGuestViewed($type, $row, (string) ($contact['contact_name'] ?? '')); } /** The ask-us link for a document - a new ticket with its subject filled in. */ function portalAskUrl($subject) { return 'ticket_add.php?' . http_build_query(['subject' => $subject]); } /* * ---------- Contracts ---------- * * The client's agreements with us, for primary and billing contacts: the * ones waiting for their signature, the ones in force and the rest - never a * draft that hasn't been sent to sign. Signed here as from the emailed link * (functions/contract_signature.php), as the contact signed in. */ /** Contract pages and handlers: billing's gate, and the contracts update run. */ function portalContractsGate() { portalBillingGate(); if (!contractsReady()) { redirect('/client/index.php'); } } /** SQL: a contract sent to sign and not withdrawn - out for signature, or signed (3.4.3 on). */ function portalContractSentSql($client_signed = null) { if (!contractSignaturesReady()) { return '0'; } return "EXISTS (SELECT 1 FROM contract_signatures WHERE contract_signature_contract_id = contract_id AND contract_signature_url_key <> '' AND contract_signature_sent_at IS NOT NULL AND contract_signature_withdrawn_at IS NULL" . ($client_signed === false ? ' AND contract_signature_client_signed_at IS NULL' : '') . ")"; } /** SQL: the session client's contracts the portal shows - not drafts, unless sent to sign. */ function portalContractScopeSql() { global $session_client_id; return "contract_client_id = " . intval($session_client_id) . " AND contract_archived_at IS NULL AND (contract_status <> 'Draft' OR " . portalContractSentSql() . ")"; } /** SQL: contracts waiting for the client's signature. */ function portalContractWaitingSql() { return portalContractSentSql(false); } /* * The round of signing a contract shows in the portal - the latest when it * is out for signature or waiting for us, else the latest signed by both - * or null, for the contract as it is today. */ function portalContractRound($contract_id) { $rounds = contractSignatureRounds($contract_id); if ($rounds && contractSignaturePending($rounds[0]) && !empty($rounds[0]['contract_signature_url_key'])) { return $rounds[0]; } return contractSignatureSigned($rounds); } /** Where a contract stands for the client - with a label, icon and class. $round from portalContractRound(). */ function portalContractState(array $row, $round = null) { $signing = contractSignatureState($round); if ($signing && in_array($signing['key'], ['sent', 'viewed'], true)) { return ['key' => 'waiting', 'label' => 'Waiting for your signature', 'icon' => 'fa-file-signature', 'class' => 'itflow-portal-state-you']; } if ($signing && $signing['key'] === 'countersign') { return ['key' => 'countersign', 'label' => 'Signed - with us to countersign', 'icon' => 'fa-pen-nib', 'class' => 'itflow-portal-state-progress']; } $state = contractState($row); switch ($state['key']) { case 'draft': return ['key' => 'draft', 'label' => 'Being prepared', 'icon' => 'fa-pencil-alt', 'class' => 'itflow-portal-state-hold']; case 'upcoming': return ['key' => 'upcoming', 'label' => $state['when'], 'icon' => 'fa-hourglass-start', 'class' => 'itflow-portal-state-new']; case 'ending': return ['key' => 'ending', 'label' => $state['when'], 'icon' => 'fa-hourglass-end', 'class' => 'itflow-portal-state-hold']; case 'ended': return ['key' => 'ended', 'label' => 'Ended', 'icon' => 'fa-flag-checkered', 'class' => 'itflow-portal-state-closed']; case 'cancelled': return ['key' => 'cancelled', 'label' => 'Cancelled', 'icon' => 'fa-ban', 'class' => 'itflow-portal-state-closed']; } return ['key' => 'active', 'label' => 'In force', 'icon' => 'fa-check-circle', 'class' => 'itflow-portal-state-resolved']; } /* * ---------- Your IT ---------- * * Devices, licenses, domains and certificates, documents and contacts, for * primary and technical contacts - and any contact's own devices. Every query * is keyed to the session's client. */ /** Your IT pages: a primary or technical contact, with the IT documentation module on - anyone else is sent away. */ function portalItGate() { global $config_module_enable_itdoc; enforceContactCan('itdoc'); if (!$config_module_enable_itdoc) { redirect('/client/index.php'); } } /** SQL: the devices this contact may open - all of their company's for a primary or technical contact, else the ones they use. */ function portalAssetScopeSql() { global $session_client_id, $session_contact_id, $config_module_enable_itdoc; $sql = "asset_client_id = " . intval($session_client_id) . " AND asset_archived_at IS NULL"; if (!($config_module_enable_itdoc && contactCan('itdoc'))) { $sql .= " AND asset_contact_id = " . intval($session_contact_id); } return $sql; } /** The tabs on Devices - each kind with its label, icon and SQL on asset_type; Other is whatever the rest don't take. */ function portalAssetGroups() { $kinds = [ 'computers' => ['Computers', 'fa-desktop', ['Desktop', 'Laptop']], 'servers' => ['Servers', 'fa-server', ['Server', 'Virtual Machine']], 'network' => ['Network', 'fa-network-wired', ['Switch', 'Firewall/Router', 'Access Point']], 'phones' => ['Phones & tablets', 'fa-mobile-alt', ['Phone', 'Mobile Phone', 'Tablet']], ]; $groups = ['all' => ['label' => 'All', 'icon' => 'fa-list', 'where' => '1 = 1']]; $taken = []; foreach ($kinds as $key => [$label, $icon, $types]) { $in = "'" . implode("', '", array_map('escapeSql', $types)) . "'"; $groups[$key] = ['label' => $label, 'icon' => $icon, 'where' => "asset_type IN ($in)"]; $taken[] = $in; } $groups['other'] = ['label' => 'Other', 'icon' => 'fa-print', 'where' => "asset_type NOT IN (" . implode(', ', $taken) . ")"]; return $groups; } /** A grey square tile with an icon - devices, licenses, domains and documents in the portal's lists. */ function portalTile($icon, $size = '') { return ''; } /** A renewal, warranty or expiry from softwareRenewal() and its kin, as a portal state - for portalStateBadge(). Null without a date. */ function portalRenewalState($renewal, $active_label = '') { if (!$renewal) { return null; } if ($renewal['state'] === 'expired') { return ['label' => 'Expired', 'icon' => 'fa-calendar-times', 'class' => 'itflow-portal-state-late']; } if ($renewal['state'] === 'soon') { return ['label' => $renewal['text'], 'icon' => 'fa-hourglass-half', 'class' => 'itflow-portal-state-you']; } return ['label' => $active_label !== '' ? $active_label : $renewal['text'], 'icon' => 'fa-calendar-check', 'class' => 'itflow-portal-state-resolved']; } /** A contact's roles in words - Primary contact, Billing, Technical - or [] for none. */ function portalContactRoles(array $row) { if (intval($row['contact_primary'] ?? 0)) { return ['Primary contact']; } $roles = []; if (intval($row['contact_billing'] ?? 0)) { $roles[] = 'Billing'; } if (intval($row['contact_technical'] ?? 0)) { $roles[] = 'Technical'; } return $roles; } /** * Give a contact of this client portal access and email them how to sign in - * a link to set their password, or for Microsoft a link to the sign-in page. * Makes their portal user when they have none, turns it back on when it was * off, and sends the invite again when it is on. $by is the primary contact * doing it. ['ok' => bool, 'error' => why not, 'emailed' => bool]. */ function portalContactInvite($contact_id, $method, $by) { global $mysqli, $session_client_id; $contact_id = intval($contact_id); $client_id = intval($session_client_id); $contact = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT contact_id, contact_name, contact_email, contact_user_id, client_name, user_id, user_auth_method FROM contacts JOIN clients ON client_id = contact_client_id LEFT JOIN users ON user_id = contact_user_id WHERE contact_id = $contact_id AND contact_client_id = $client_id AND contact_archived_at IS NULL LIMIT 1")); if (!$contact) { return ['ok' => false, 'error' => "That person isn't here", 'emailed' => false]; } if (!isset(portalSignInMethods()[$method])) { $method = 'local'; } $name = (string) $contact['contact_name']; $email = trim((string) $contact['contact_email']); if (userCheckIdentity(['name' => $name, 'email' => $email], intval($contact['user_id']), $error) === null) { return ['ok' => false, 'error' => strip_tags($error), 'emailed' => false]; } $name_sql = escapeSql($name); $email_sql = escapeSql($email); $method_sql = escapeSql($method); $user_id = intval($contact['user_id']); if ($user_id) { mysqli_query($mysqli, "UPDATE users SET user_name = '$name_sql', user_email = '$email_sql', user_auth_method = '$method_sql', user_status = 1, user_archived_at = NULL WHERE user_id = $user_id AND user_type = 2"); } else { $hash = escapeSql(password_hash(randomString(), PASSWORD_DEFAULT)); mysqli_query($mysqli, "INSERT INTO users SET user_name = '$name_sql', user_email = '$email_sql', user_password = '$hash', user_auth_method = '$method_sql', user_type = 2"); $user_id = intval(mysqli_insert_id($mysqli)); mysqli_query($mysqli, "UPDATE contacts SET contact_user_id = $user_id WHERE contact_id = $contact_id AND contact_client_id = $client_id"); } // The email - a link to set their password, or for Microsoft the sign-in page (functions/portal.php) $emailed = portalMailInvite($user_id, $by); if (!$emailed && $method !== 'local') { portalPasswordLinkClear($user_id); } return ['ok' => true, 'error' => '', 'emailed' => $emailed]; } /** Turn a contact's portal access off - they are signed out on their next click (check_login.php) and their reset link stops working. */ function portalContactAccessOff($contact_id) { global $mysqli, $session_client_id; $contact_id = intval($contact_id); $client_id = intval($session_client_id); $user_id = intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT contact_user_id FROM contacts WHERE contact_id = $contact_id AND contact_client_id = $client_id"))[0] ?? 0); if ($user_id) { mysqli_query($mysqli, "UPDATE users SET user_auth_method = '', user_password_reset_token = NULL, user_password_reset_token_expire = NULL WHERE user_id = $user_id AND user_type = 2"); } return $user_id > 0; }