mirror of
https://github.com/itflow-org/itflow
synced 2026-11-11 15:07:24 +00:00
354 lines
20 KiB
PHP
354 lines
20 KiB
PHP
<?php
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/*
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* Contact form fields - shared by contact_add.php and contact_edit.php, which
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* set $contact_form_mode ('add' | 'edit'), $client_id (0 = pick the client
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* here) and the $contact_* values (escaped, empty for a new contact) before
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* including this. Posts the field set agent/post/contact_model.php reads.
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*
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* Tabs like the other add / edit modals: Details (who and how to reach them),
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* Roles (primary, important, billing, technical, and texts once texting is set
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* up), Access (PIN and the client portal) and Notes (photo, notes, tags).
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*
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* Should not be accessed directly.
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*/
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isset($mysqli) || die("Direct file access is not allowed");
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// The client's locations - only once the client is known
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$location_options = [];
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if ($client_id) {
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$sql = mysqli_query($mysqli, "SELECT location_archived_at, location_id, location_name, location_primary FROM locations
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WHERE location_client_id = $client_id AND (location_archived_at IS NULL OR location_id = $contact_location_id)
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ORDER BY location_primary DESC, location_name ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$location_options[] = $row;
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}
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} else {
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$client_options = [];
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$sql = mysqli_query($mysqli, "SELECT client_id, client_name, client_abbreviation FROM clients WHERE client_archived_at IS NULL " . clientScopeSql('clients.client_id') . " ORDER BY client_name ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$client_options[] = $row;
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}
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}
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// Texts about their work - once texting is set up (functions/sms.php)
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$contact_texts = smsContactTextState($contact_form_mode === 'edit' ? intval($contact_id) : 0);
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// The roles, with what each one does
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$contact_roles = [
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'contact_important' => ['label' => 'Important', 'icon' => 'fa-star', 'value' => $contact_important, 'help' => 'Pinned to the top of the contacts list.'],
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'contact_billing' => ['label' => 'Billing', 'icon' => 'fa-file-invoice-dollar', 'value' => $contact_billing, 'help' => 'Receives invoices and quotes.'],
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'contact_technical' => ['label' => 'Technical', 'icon' => 'fa-tools', 'value' => $contact_technical, 'help' => 'Who to talk to about the technical side.'],
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];
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?>
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<!-- Tabs, like the other add / edit modals -->
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<ul class="nav nav-pills nav-fill flex-nowrap overflow-auto mb-3 itflow-asset-form-tabs" role="tablist">
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<li class="nav-item">
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<a class="nav-link active" data-bs-toggle="pill" href="#contactFormDetails"><i class="fas fa-fw fa-id-badge me-2 d-none d-sm-inline"></i>Details</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" data-bs-toggle="pill" href="#contactFormRoles"><i class="fas fa-fw fa-user-tag me-2 d-none d-sm-inline"></i>Roles</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" data-bs-toggle="pill" href="#contactFormAccess"><i class="fas fa-fw fa-lock me-2 d-none d-sm-inline"></i>Access</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" data-bs-toggle="pill" href="#contactFormNotes"><i class="fas fa-fw fa-sticky-note me-2 d-none d-sm-inline"></i>Notes</a>
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</li>
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</ul>
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<div class="tab-content">
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<!-- Who they are and how to reach them -->
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<div class="tab-pane fade show active" id="contactFormDetails">
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<div class="row g-3">
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<?php if (!$client_id) { ?>
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<div class="col-12">
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<label class="form-label">Client <strong class="text-danger">*</strong></label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-users fa-fw"></i></span>
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<select class="form-select select2" name="client_id" required>
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<option value="">- Select Client -</option>
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<?php foreach ($client_options as $client_option) { ?>
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<option value="<?= intval($client_option['client_id']) ?>"<?= selectOptionClient($client_option['client_id'], $client_option['client_name'], $client_option['client_abbreviation'] ?? '') ?>><?= escapeHtml($client_option['client_name']) ?></option>
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<?php } ?>
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</select>
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</div>
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<div class="form-text">Pick their location once they're saved.</div>
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</div>
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<?php } ?>
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<div class="col-md-6">
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<label class="form-label">Name <strong class="text-danger">*</strong></label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-user fa-fw"></i></span>
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<input type="text" class="form-control" name="name" placeholder="Full name" maxlength="200" value="<?= $contact_name ?>" required <?= $contact_form_mode === 'add' ? 'autofocus' : '' ?>>
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</div>
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</div>
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<div class="col-md-6">
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<label class="form-label">Title</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-id-badge fa-fw"></i></span>
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<input type="text" class="form-control" name="title" placeholder="Office Manager" maxlength="200" value="<?= $contact_title ?>">
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</div>
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</div>
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<div class="col-md-6">
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<label class="form-label">Department / group</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-sitemap fa-fw"></i></span>
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<input type="text" class="form-control" name="department" placeholder="Accounting" maxlength="200" value="<?= $contact_department ?>">
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</div>
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</div>
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<?php if ($client_id) { ?>
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<div class="col-md-6">
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<label class="form-label">Location</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-map-marker-alt fa-fw"></i></span>
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<select class="form-select select2" name="location">
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<option value="">- Select Location -</option>
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<?php foreach ($location_options as $location_option) {
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$location_option_id = intval($location_option['location_id']); ?>
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<option value="<?= $location_option_id ?>" <?php if ($contact_location_id === $location_option_id) { echo "selected"; } ?><?= selectOptionData(['description' => $location_option['location_primary'] ? 'Primary' : '']) ?>><?= escapeHtml($location_option['location_name']) ?><?= $location_option['location_archived_at'] ? ' (archived)' : '' ?></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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<?php } ?>
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<div class="col-12"><div class="itflow-form-section mb-0 mt-2">Reach</div></div>
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<div class="col-md-8">
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<label class="form-label">Phone</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-phone fa-fw"></i></span>
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<input type="hidden" name="phone_country_code" value="<?= $contact_phone_country_code ?>">
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<input type="tel" class="form-control" name="phone" value="<?= $contact_phone ?>" placeholder="Phone number" maxlength="200" data-itflow-phone="phone_country_code">
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</div>
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</div>
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<div class="col-md-4">
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<label class="form-label">Extension</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-hashtag fa-fw"></i></span>
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<input type="text" class="form-control" name="extension" value="<?= $contact_extension ?>" placeholder="114" maxlength="200" inputmode="numeric">
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</div>
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</div>
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<div class="col-md-8">
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<label class="form-label">Mobile</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-mobile-alt fa-fw"></i></span>
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<input type="hidden" name="mobile_country_code" value="<?= $contact_mobile_country_code ?>">
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<input type="tel" class="form-control" name="mobile" value="<?= $contact_mobile ?>" placeholder="Mobile number" maxlength="200" data-itflow-phone="mobile_country_code">
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</div>
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</div>
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<div class="col-12">
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<label class="form-label">Email</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-envelope fa-fw"></i></span>
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<input type="email" class="form-control" name="email" id="contactFormEmail" placeholder="name@example.com" maxlength="200" value="<?= $contact_email ?>">
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</div>
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<?php if ($contact_form_mode === 'add') { ?>
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<div class="form-text text-info" id="contactFormEmailCheck"></div>
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<?php } ?>
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</div>
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</div>
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<?php if ($contact_form_mode === 'edit') { ?>
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<p class="text-body-secondary small text-end mt-3 mb-0">Contact ID <span class="font-monospace"><?= $contact_id ?></span></p>
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<?php } ?>
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</div>
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<!-- What they are to the client -->
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<div class="tab-pane fade" id="contactFormRoles">
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<div class="list-group">
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<label class="list-group-item form-switch d-flex gap-3 align-items-start py-3 ps-3">
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<input class="form-check-input flex-shrink-0 mt-1 ms-0" type="checkbox" role="switch" name="contact_primary" value="1"
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<?= $contact_primary ? 'checked disabled' : ($contact_primary_default ? 'checked' : '') ?>>
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<span>
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<span class="fw-semibold"><i class="fas fa-fw fa-crown text-success me-1"></i>Primary contact</span>
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<span class="d-block small text-body-secondary">
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<?= $contact_primary
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? 'The client\'s main contact. To change it, make someone else primary.'
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: 'The client\'s main contact - one per client, and always important. Takes over from the current primary contact.' ?>
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</span>
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</span>
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</label>
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<?php foreach ($contact_roles as $role_name => $role) { ?>
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<label class="list-group-item form-switch d-flex gap-3 align-items-start py-3 ps-3">
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<input class="form-check-input flex-shrink-0 mt-1 ms-0" type="checkbox" role="switch" name="<?= $role_name ?>" value="1" <?= $role['value'] ? 'checked' : '' ?>>
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<span>
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<span class="fw-semibold"><i class="fas fa-fw <?= $role['icon'] ?> text-secondary me-1"></i><?= $role['label'] ?></span>
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<span class="d-block small text-body-secondary"><?= $role['help'] ?></span>
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</span>
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</label>
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<?php } ?>
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<?php if ($contact_texts['ready']) { ?>
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<input type="hidden" name="sms_opt_in_shown" value="1">
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<label class="list-group-item form-switch d-flex gap-3 align-items-start py-3 ps-3">
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<input class="form-check-input flex-shrink-0 mt-1 ms-0" type="checkbox" role="switch" name="contact_sms_opt_in" value="1" <?= $contact_texts['on'] ? 'checked' : '' ?>>
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<span>
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<span class="fw-semibold"><i class="fas fa-fw fa-sms text-secondary me-1"></i>Texts</span>
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<span class="d-block small text-body-secondary">
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Texts about their tickets, visits and invoices go to their mobile. Only with their say-so - or ask them by text from their page, or they turn it on in the client portal.
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<?php if ($contact_texts['on'] && $contact_texts['by'] !== '') { ?>
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<br>Agreed <?= escapeHtml(date('M j, Y', strtotime($contact_texts['at']))) ?> - <?= escapeHtml($contact_texts['by']) ?>.
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<?php } ?>
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<?php if ($contact_texts['stopped']) { ?>
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<br><span class="text-danger-emphasis">They replied STOP, so nothing is texted until they text START.</span>
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<?php } ?>
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</span>
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</span>
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</label>
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<?php } ?>
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</div>
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</div>
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<!-- How we know it's them, and the client portal -->
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<div class="tab-pane fade" id="contactFormAccess">
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<div class="row g-3">
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<div class="col-12">
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<label class="form-label">PIN</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-key fa-fw"></i></span>
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<input type="text" class="form-control font-monospace" name="pin" placeholder="Security code or PIN" maxlength="255" value="<?= $contact_pin ?>" autocomplete="off">
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</div>
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<div class="form-text">Ask for it to verify who's calling.</div>
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</div>
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<?php if ($config_client_portal_enable == 1) { ?>
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<div class="col-12"><div class="itflow-form-section mb-0 mt-2">Client portal</div></div>
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<div class="col-12 authForm">
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<label class="form-label">Login</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-user-circle fa-fw"></i></span>
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<select class="form-select select2 authMethod" name="auth_method">
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<option value="">- No access -</option>
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<option value="local" <?php if ($auth_method === 'local') { echo "selected"; } ?>>With a password</option>
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<option value="azure" <?php if ($auth_method === 'azure') { echo "selected"; } ?>>With their Microsoft (Entra ID) account</option>
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</select>
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</div>
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<div class="mt-3 passwordGroup" style="display: none;">
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<label class="form-label">Password<?= $contact_form_mode === 'add' ? '' : ' <span class="text-body-secondary fw-normal">- leave empty to keep the current one</span>' ?></label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-lock fa-fw"></i></span>
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<input type="password" class="form-control" data-toggle="password" id="contactFormPassword" name="contact_password" placeholder="Password" autocomplete="new-password">
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<span class="input-group-text"><i class="fa fa-fw fa-eye"></i></span>
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<button type="button" class="btn btn-outline-secondary" title="Generate a password" data-contact-form-generate>
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<i class="fas fa-fw fa-magic"></i>
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</button>
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</div>
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<div class="form-text">Leave it empty and they set their own from the invite, or with Forgot password.</div>
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</div>
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<div class="form-check mt-3 inviteGroup" style="display: none;">
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<input type="checkbox" class="form-check-input" name="send_email" value="1" id="contactFormSendEmail">
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<label class="form-check-label" for="contactFormSendEmail">Email them an invite to the portal</label>
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<div class="form-text mt-0">With a password login, a link to set their own password, good for <?= PORTAL_INVITE_LINK_DAYS ?> days - the email never has the password in it. With Microsoft, a link to sign in.</div>
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</div>
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</div>
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<?php } ?>
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</div>
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</div>
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<!-- Photo, notes and tags -->
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<div class="tab-pane fade" id="contactFormNotes">
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<div class="row g-3">
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<div class="col-12">
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<label class="form-label">Notes</label>
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<textarea class="form-control" rows="6" name="notes" placeholder="Personal tidbits, how they like to be contacted, anything worth knowing"><?= $contact_notes ?></textarea>
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</div>
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<div class="col-12">
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<label class="form-label">Tags</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-tags fa-fw"></i></span>
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<select class="form-select select2" name="tags[]" data-placeholder="Add some tags" multiple<?= !empty($session_is_admin) ? ' data-tags="true"' : '' ?>>
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<?= tagOptionsHtml('contact', $contact_tag_id_array) ?>
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</select>
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</div>
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</div>
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<div class="col-12">
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<label class="form-label">Photo</label>
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<div class="d-flex align-items-center gap-3">
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<?= contactAvatar($client_id, $contact_id, html_entity_decode($contact_name), $contact_photo ? html_entity_decode($contact_photo) : '', 'lg') ?>
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<div class="flex-grow-1">
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<div class="input-group">
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<span class="input-group-text"><i class="fas fa-camera fa-fw"></i></span>
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<input type="file" class="form-control" name="file" accept="image/jpeg,image/png,image/gif,image/webp">
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</div>
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<?php if ($contact_photo) { ?>
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<div class="form-check mt-2">
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<input class="form-check-input" type="checkbox" name="remove_photo" value="1" id="contactFormRemovePhoto">
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<label class="form-check-label" for="contactFormRemovePhoto">Remove this photo</label>
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</div>
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<?php } ?>
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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>
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<script>
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itflowReady(function () {
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var form = document.getElementById('contactFormDetails').closest('form');
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// Client portal: the password only matters for a password login, and an invite needs a login
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form.querySelectorAll('.authMethod').forEach(function (select) {
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function sync() {
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select.closest('.authForm').querySelectorAll('.passwordGroup').forEach(function (group) {
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group.style.display = select.value === 'local' ? '' : 'none';
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});
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select.closest('.authForm').querySelectorAll('.inviteGroup').forEach(function (group) {
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group.style.display = select.value !== '' ? '' : 'none';
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if (select.value === '') {
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group.querySelector('input').checked = false;
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}
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});
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}
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select.addEventListener('change', sync);
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sync();
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});
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var generate = form.querySelector('[data-contact-form-generate]');
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if (generate) {
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generate.addEventListener('click', function () {
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itflowGet('ajax.php', { get_readable_pass: 'true' }, function (data) {
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form.querySelector('#contactFormPassword').value = JSON.parse(data);
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});
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});
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}
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// A new contact whose email is already on file somewhere
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var emailCheck = form.querySelector('#contactFormEmailCheck');
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if (emailCheck) {
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form.querySelector('#contactFormEmail').addEventListener('change', function () {
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var email = this.value.trim();
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if (email === '') {
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emailCheck.textContent = '';
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return;
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}
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itflowGet('ajax.php', { contact_email_check: 'true', email: email }, function (data) {
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emailCheck.innerHTML = JSON.parse(data).message || '';
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});
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});
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}
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// A required field on a tab that isn't showing: show that tab and point
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// at the field - otherwise the browser just quietly refuses to send
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var reported = false;
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form.addEventListener('invalid', function (e) {
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var pane = e.target.closest('.tab-pane');
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var tab = pane && form.querySelector('[data-bs-toggle="pill"][href="#' + pane.id + '"]');
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if (!tab || pane.classList.contains('active') || reported) {
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return;
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}
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reported = true;
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tab.addEventListener('shown.bs.tab', function () {
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reported = false;
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e.target.reportValidity();
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}, { once: true });
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bootstrap.Tab.getOrCreateInstance(tab).show();
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}, true);
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});
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</script>
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