mirror of
https://github.com/itflow-org/itflow
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104 lines
7.0 KiB
PHP
104 lines
7.0 KiB
PHP
<?php
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/*
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* Onboarding - the agreement: the client's contracts so far, and one to
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* start from a template - from a day, looked after by an agent - which can
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* go to one of their people to sign (client_onboarding_agreement). Sent to
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* sign, it is a draft until it is countersigned, and active from then; not
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* sent, it is active from that day.
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*/
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defined('FROM_CLIENT_ONBOARDING') || die("Direct file access is not allowed");
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$co_templates = contractTemplates();
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$co_contracts = [];
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$co_sql = mysqli_query($mysqli, "SELECT * FROM contracts WHERE contract_client_id = $client_id AND contract_archived_at IS NULL ORDER BY contract_id DESC");
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while ($co_contract = mysqli_fetch_assoc($co_sql)) {
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$co_contracts[] = $co_contract;
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}
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$co_signers = [];
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$co_sql = mysqli_query($mysqli, "SELECT contact_id, contact_name, contact_email, contact_primary FROM contacts
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WHERE contact_client_id = $client_id AND contact_archived_at IS NULL AND contact_email LIKE '%@%' ORDER BY contact_primary DESC, contact_billing DESC, contact_name ASC");
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while ($co_signer = mysqli_fetch_assoc($co_sql)) {
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$co_signers[intval($co_signer['contact_id'])] = $co_signer['contact_name'] . ' - ' . $co_signer['contact_email'];
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}
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$co_agents = [];
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$co_sql = mysqli_query($mysqli, "SELECT user_id, user_name FROM users WHERE user_type = 1 AND user_status = 1 AND user_archived_at IS NULL ORDER BY user_name ASC");
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while ($co_agent = mysqli_fetch_assoc($co_sql)) {
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$co_agents[intval($co_agent['user_id'])] = $co_agent['user_name'];
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}
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$co_sign_ready = contractSignaturesReady();
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// The template a client's agreement is most likely on - one of a managed type, else the first
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$co_template_pick = '';
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foreach ($co_templates as $co_template_id => $co_template) {
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if ($co_template_pick === '' || ($co_template['contract_template_type'] === 'managed' && $co_templates[$co_template_pick]['contract_template_type'] !== 'managed')) {
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$co_template_pick = (string) $co_template_id;
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}
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}
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?>
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<?php if ($co_contracts) { ?>
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<ul class="list-unstyled itflow-gs-people mb-4" data-co-contracts="<?= count($co_contracts) ?>">
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<?php foreach ($co_contracts as $co_contract) { ?>
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<li data-co-contract="<?= intval($co_contract['contract_id']) ?>">
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<span class="itflow-gs-person-initials" aria-hidden="true"><i class="fas fa-file-contract"></i></span>
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<div class="min-w-0 flex-grow-1">
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<a href="/agent/contract.php?contract_id=<?= intval($co_contract['contract_id']) ?>" class="fw-semibold text-truncate d-block" target="_blank"><?= escapeHtml($co_contract['contract_name']) ?></a>
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<div class="small text-body-secondary text-truncate"><?= escapeHtml(contractTypeLabel($co_contract['contract_type'])) ?>, <?= escapeHtml(strtolower(contractTermLabel($co_contract['contract_term_months']))) ?>
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<?= !empty($co_contract['contract_start_date']) ? ' - from ' . escapeHtml(date('M j, Y', strtotime($co_contract['contract_start_date']))) : '' ?>
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<?php if ($co_sign_ready && contractSignaturePendingFor(intval($co_contract['contract_id']))) { ?> - out to sign<?php } ?>
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</div>
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</div>
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<?= contractStateHtml($co_contract) ?>
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</li>
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<?php } ?>
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</ul>
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<h2 class="h6 fw-semibold">Start another</h2>
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<?php } ?>
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<?php if (!$co_templates) { ?>
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<div class="alert alert-info small mb-0" data-co-no-templates>
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<i class="fas fa-info-circle me-1"></i>There are no contract templates yet. Make one in <a href="/admin/contract_templates.php">Admin > Contract Templates</a>, or write the contract on the client's <a href="/agent/contracts.php?client_id=<?= $client_id ?>">Contracts</a> and come back - this step then ticks itself off.
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</div>
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<?php } else { ?>
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<form action="post.php" method="post" autocomplete="off" data-gs-form data-co-form="agreement">
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<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
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<input type="hidden" name="client_id" value="<?= $client_id ?>">
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<div class="row g-3 mb-3">
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<div class="col-12">
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<?php $co_template_choices = [];
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foreach ($co_templates as $co_template_id => $co_template) {
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$co_template_choices[$co_template_id] = $co_template['contract_template_name'] . ' - ' . contractTypeLabel($co_template['contract_template_type']) . ', ' . strtolower(contractTermLabel($co_template['contract_template_term_months']));
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} ?>
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<?= settingsSelect('template_id', $co_template_pick, $co_template_choices, ['id' => 'coTemplate', 'icon' => 'fa-file-contract', 'label' => 'Template', 'required' => true,
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'help' => 'Its rates, net terms, SLAs, support hours and terms - change them on the contract afterwards if this client\'s differ.']) ?>
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</div>
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<div class="col-sm-6">
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<?= settingsInput('start', date('Y-m-d'), ['id' => 'coContractStart', 'icon' => 'fa-calendar-day', 'type' => 'date', 'label' => 'From', 'required' => true, 'max' => '2999-12-31']) ?>
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</div>
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<div class="col-sm-6">
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<?= settingsSelect('owner_id', (string) intval($session_user_id), ['0' => '- Nobody -'] + $co_agents, ['id' => 'coContractOwner', 'icon' => 'fa-user-tie', 'label' => 'Looked after by']) ?>
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</div>
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<?php if ($co_sign_ready) { ?>
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<div class="col-12">
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<div class="itflow-gs-optional">
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<?= settingsSwitch('send', $co_signers ? '1' : '', ['id' => 'coContractSend', 'label' => 'Send it to them to sign', 'disabled' => !$co_signers, 'data' => ['gs-reveal' => 'coContractSendTo'],
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'help' => $co_signers ? 'A draft until you have countersigned it, then active from the day above.' : 'Nobody here has an email address yet - add them on People, or send it from the contract later.']) ?>
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<?php if ($co_signers) { ?>
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<div id="coContractSendTo" class="row g-3 mt-0">
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<div class="col-12">
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<?= settingsSelect('signer_id', (string) array_key_first($co_signers), $co_signers, ['id' => 'coContractSigner', 'icon' => 'fa-signature', 'label' => 'To']) ?>
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</div>
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<div class="col-12">
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<?= settingsTextarea('note', '', ['id' => 'coContractNote', 'label' => 'A note with it', 'rows' => 2, 'maxlength' => 2000, 'placeholder' => 'Looking forward to working with you.']) ?>
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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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<?php } ?>
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</div>
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<button type="submit" name="client_onboarding_agreement" value="1" class="btn btn-primary" data-gs-save><i class="fas fa-file-signature me-2"></i>Start the contract</button>
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</form>
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<?php } ?>
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