Files
itflow/admin/modals/tax/tax_archive.php
johnnyq afaaa5fc32 Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated
2026-10-17 13:00:54 -04:00

69 lines
3.5 KiB
PHP

<?php
/*
* Archive a tax - no longer offered for new lines - and, when products,
* clients, recurring invoices, drafts or the default use it, move them to
* another rate (functions/tax.php: taxArchive()).
*/
require_once '../../includes/modal_header.php';
$tax_id = intval($_GET['id'] ?? 0);
$tax = taxRow($tax_id);
ob_start();
if (!$tax || $tax['tax_archived_at']) { ?>
<div class="modal-body text-center text-secondary py-5">That tax is already archived.</div>
<?php } else {
$usage = taxUsage($tax_id);
$drafts = count(taxDocIds('invoice', $tax_id)) + count(taxDocIds('quote', $tax_id));
$uses = [];
foreach (['products' => ['product', 'products'], 'clients' => ['client', 'clients'], 'recurring' => ['recurring invoice', 'recurring invoices']] as $key => [$one, $many]) {
if ($usage[$key]) {
$uses[] = number_format($usage[$key]) . ' ' . ($usage[$key] === 1 ? $one : $many);
}
}
if ($drafts) {
$uses[] = $drafts . ' draft ' . ($drafts === 1 ? 'invoice or quote' : 'invoices and quotes');
}
$others = billingTaxes();
unset($others[$tax_id]); ?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fas fa-fw fa-archive me-2"></i>Archive tax: <strong><?= escapeHtml(taxLabel($tax)) ?></strong></h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
<input type="hidden" name="tax_id" value="<?= $tax_id ?>">
<div class="modal-body">
<p>It won't be offered for new lines. Invoices and quotes already billed with it keep it.</p>
<?php if ($uses || $usage['default']) { ?>
<div class="alert alert-warning small">
<i class="fas fa-fw fa-exclamation-triangle me-1"></i>Still used by <?= escapeHtml($uses ? implode(', ', $uses) : 'nothing but the default') ?><?= $uses && $usage['default'] ? ', and it is the default' : '' ?>.
</div>
<div class="mb-2">
<label class="form-label">Move them to</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-exchange-alt"></i></span>
<select class="form-select" name="move_to">
<option value="0">Leave them where they are</option>
<?php foreach ($others as $id => $other) { ?>
<option value="<?= intval($id) ?>"><?= escapeHtml(taxLabel($other)) ?></option>
<?php } ?>
</select>
</div>
<small class="text-secondary">Left where they are, recurring invoices and drafts keep charging it, products and clients fall back to the next rate along for new lines<?= $usage['default'] ? ', and there is no default until you pick one' : '' ?>.</small>
</div>
<?php } ?>
</div>
<div class="modal-footer">
<button type="submit" name="archive_tax" class="btn btn-danger text-bold"><i class="fas fa-archive me-2"></i>Archive</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fas fa-times me-2"></i>Cancel</button>
</div>
</form>
<?php }
require_once '../../../includes/modal_footer.php';