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itflow/admin/modals/contract_template/contract_template_form.php
johnnyq 1e5bffff3c Rates, net terms and SLAs come from the client's contract, else the instance defaults: database 3.5.0 adds a default after-hours rate (Settings > Defaults, now Rates and terms), gives each client whose own rate, net terms or SLAs differ from the defaults an active Standard terms contract setting just those (12-month term renewing itself, starting the day the client was added or the day before its earliest contract, archived with an archived client), deletes per-client SLA assignments and drops clients.client_rate and client_net_terms; time bills at the contract's rate, its after-hours rate or the default after-hours rate, else the default rate, new invoices are due on the contract's net terms else the default, and new tickets get the contract's SLA else the default; a client's own terms still apply until the update runs; the client add and edit windows lose the rate, terms and SLA fields for a note saying what the client is billed on and where it comes from, the Clients list loses Set Hourly Rate and Set Net Terms and shows the contract's rate, the overview's Terms shows the after-hours rate and whether terms are a contract's or the defaults, a contract's page and document show what it leaves empty from another contract in force or the default so signed documents stay unchanged, contract windows show the defaults as placeholders, contract names take a proper possessive; the client import and API create make a Standard terms contract for a rate or terms that aren't the defaults (returning contract_id), API update reports them in not_kept; the client export gives the rates, terms and SLAs as billed; demo data puts each demo client's terms on a contract; changelog updated
2026-10-27 22:22:34 -04:00

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<?php
/*
* A contract template's fields, in tabs - for contract_template_add.php and
* contract_template_edit.php, which set $template (a contractTemplateRow(),
* or null when new). The same terms a contract has, without the client and
* its dates. The server checks them (contractFromInput()).
*/
isset($mysqli) || die("Direct file access is not allowed");
$t = $template ?? null;
$t_value = function ($key, $default = '') use ($t) {
return $t !== null && array_key_exists("contract_template_$key", $t) && $t["contract_template_$key"] !== null ? $t["contract_template_$key"] : $default;
};
$t_money = function ($value) {
return $value === '' || $value === null ? '' : number_format((float) $value, 2, '.', '');
};
$t_hours = function ($value) {
return floatval($value) > 0 ? rtrim(rtrim(number_format(floatval($value), 2, '.', ''), '0'), '.') : '';
};
$t_term = intval($t_value('term_months', 12));
$t_hints = contractDefaultHints(); // what a field left empty falls back to
$t_slas = contractSlaChoices($t ? array_map(function ($part) use ($t) { return intval($t["contract_template_sla_{$part}_id"]); }, CONTRACT_SLA_PRIORITIES) : []);
$tab = 'templateTab' . bin2hex(random_bytes(3));
?>
<ul class="nav nav-pills nav-justified mb-3" role="tablist">
<li class="nav-item"><a class="nav-link active" data-bs-toggle="pill" href="#<?= $tab ?>General" role="tab"><i class="fas fa-fw fa-file-contract me-1"></i>Template</a></li>
<li class="nav-item"><a class="nav-link" data-bs-toggle="pill" href="#<?= $tab ?>Cover" role="tab"><i class="fas fa-fw fa-shield-alt me-1"></i>Cover</a></li>
<li class="nav-item"><a class="nav-link" data-bs-toggle="pill" href="#<?= $tab ?>Terms" role="tab"><i class="fas fa-fw fa-file-alt me-1"></i>Terms</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane fade show active" id="<?= $tab ?>General" role="tabpanel">
<div class="row g-3 mb-3">
<div class="col-md-7">
<label class="form-label">Name <strong class="text-danger">*</strong></label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-tag"></i></span>
<input type="text" class="form-control" name="name" maxlength="255" placeholder="Managed Services - Gold" value="<?= escapeHtml($t_value('name')) ?>" required<?= $t ? '' : ' autofocus' ?>>
</div>
</div>
<div class="col-md-5">
<label class="form-label">Type</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-layer-group"></i></span>
<select class="form-select" name="type">
<?php foreach (CONTRACT_TYPES as $key => $type) { ?>
<option value="<?= $key ?>"<?= $t_value('type', 'managed') === $key ? ' selected' : '' ?> title="<?= escapeHtml($type['about']) ?>"><?= escapeHtml($type['label']) ?></option>
<?php } ?>
</select>
</div>
</div>
</div>
<div class="mb-3">
<label class="form-label">Description</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-align-left"></i></span>
<input type="text" class="form-control" name="description" maxlength="1000" placeholder="Who it suits, and what sets it apart" value="<?= escapeHtml($t_value('description')) ?>">
</div>
</div>
<div class="row g-3 align-items-end">
<div class="col-md-4">
<label class="form-label">Term</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-history"></i></span>
<select class="form-select" name="term_months">
<?php $terms = CONTRACT_TERMS + (!isset(CONTRACT_TERMS[$t_term]) ? [$t_term => contractTermLabel($t_term)] : []);
ksort($terms);
foreach ($terms as $months => $label) { ?>
<option value="<?= $months ?>"<?= $months === $t_term ? ' selected' : '' ?>><?= escapeHtml($label) ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="col-md-4">
<label class="form-label">Notice to end it</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-bell"></i></span>
<input type="number" class="form-control" name="notice_days" min="0" max="365" value="<?= intval($t_value('notice_days', 30)) ?>">
<span class="input-group-text">days</span>
</div>
</div>
<div class="col-md-4">
<div class="form-check form-switch mb-2">
<input class="form-check-input" type="checkbox" role="switch" name="auto_renew" value="1" id="<?= $tab ?>AutoRenew"<?= intval($t_value('auto_renew', 1)) ? ' checked' : '' ?>>
<label class="form-check-label" for="<?= $tab ?>AutoRenew">Renews itself</label>
</div>
</div>
</div>
</div>
<div class="tab-pane fade" id="<?= $tab ?>Cover" role="tabpanel">
<div class="mb-3">
<label class="form-label">Support hours</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-business-time"></i></span>
<input type="text" class="form-control" name="support_hours" maxlength="100" placeholder="Mon-Fri 8am-6pm, emergencies 24/7" value="<?= escapeHtml($t_value('support_hours')) ?>">
</div>
</div>
<?php if (contractHoursReady()) { ?>
<div class="row g-3 mb-1">
<div class="col-md-6">
<label class="form-label">Hours included each month</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-hourglass-half"></i></span>
<input type="text" inputmode="decimal" class="form-control" name="monthly_hours" placeholder="None" value="<?= escapeHtml($t_hours($t_value('monthly_hours', 0))) ?>">
<span class="input-group-text">hours</span>
</div>
</div>
<div class="col-md-6">
<label class="form-label">Tell the owner under</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-bell"></i></span>
<input type="text" inputmode="decimal" class="form-control" name="hours_alert" placeholder="Don't tell" value="<?= escapeHtml($t_hours($t_value('hours_alert', 0))) ?>">
<span class="input-group-text">hours left</span>
</div>
</div>
</div>
<small class="text-secondary d-block mb-3">Tickets' time is drawn from the hours included each month - for that month only - and from any hours bought on the contract, before it is billed.</small>
<?php } ?>
<div class="row g-3 mb-3">
<div class="col-md-4">
<label class="form-label">Hourly rate</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-dollar-sign"></i></span>
<input type="text" inputmode="decimal" class="form-control" name="rate_standard" placeholder="<?= escapeHtml($t_hints['rate']) ?>" value="<?= escapeHtml($t_money($t_value('rate_standard', ''))) ?>">
</div>
</div>
<div class="col-md-4">
<label class="form-label">After hours</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-moon"></i></span>
<input type="text" inputmode="decimal" class="form-control" name="rate_after_hours" placeholder="<?= escapeHtml($t_hints['after_hours']) ?>" value="<?= escapeHtml($t_money($t_value('rate_after_hours', ''))) ?>">
</div>
</div>
<div class="col-md-4">
<label class="form-label">Net terms</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
<input type="number" class="form-control" name="net_terms" min="0" max="365" placeholder="<?= escapeHtml($t_hints['net_terms']) ?>" value="<?= escapeHtml((string) $t_value('net_terms', '')) ?>">
<span class="input-group-text">days</span>
</div>
</div>
</div>
<small class="text-secondary d-block mb-3">While the contract is in force, time bills at these rates - the after-hours one for tickets opened outside business hours - and new invoices are due on these terms. Leave one empty and the default in Admin > Settings > Defaults applies.</small>
<label class="form-label">SLA by ticket priority</label>
<?php foreach (CONTRACT_SLA_PRIORITIES as $priority => $part) { ?>
<div class="input-group mb-2">
<span class="input-group-text" style="width: 7rem;"><i class="fa fa-fw fa-stopwatch me-2"></i><?= $priority ?></span>
<select class="form-select" name="sla_<?= $part ?>" aria-label="<?= $priority ?> priority SLA">
<option value="0"><?= escapeHtml($t_hints['slas'][$priority]) ?></option>
<?php foreach ($t_slas as $sla_id => $sla) { ?>
<option value="<?= $sla_id ?>"<?= intval($t_value("sla_{$part}_id", 0)) === $sla_id ? ' selected' : '' ?>><?= escapeHtml($sla['sla_name'] . ' - ' . contractSlaTargets($sla)) ?><?= $sla['sla_archived_at'] ? ' (archived)' : '' ?></option>
<?php } ?>
</select>
</div>
<?php } ?>
<small class="text-secondary">From Admin > SLAs. While the contract is in force, the client's new tickets get them, and the default for a priority left on the default.</small>
</div>
<div class="tab-pane fade" id="<?= $tab ?>Terms" role="tabpanel">
<textarea class="form-control tinymce" name="details" rows="12" aria-label="Terms"><?= escapeHtml(documentHtmlPurify((string) $t_value('details'))) ?></textarea>
<?php require $_SERVER['DOCUMENT_ROOT'] . '/includes/contract_placeholders.php'; ?>
</div>
</div>
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