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itflow/client/index.php

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<?php
/*
* Client Portal
* Home - what needs this contact: tickets waiting on their reply or for them
* to confirm, approvals, invoices past due, quotes waiting for an answer,
* contracts waiting for a signature;
* their open tickets, the balance, the request forms they can use,
* renewals coming up and the devices they use.
*
* SCOPING: everything here is keyed to $session_client_id from the session,
* tickets through portalTicketScopeSql() (their own, or the whole company's
* for primary and technical contacts), and the money and IT sections are only
* read for a contact who may see them.
*/
header("Content-Security-Policy: default-src 'self'");
require_once "includes/inc_all.php";
$scope_sql = portalTicketScopeSql();
$sees_all = portalSeesAllTickets();
$can_billing = contactCan('accounting') && $config_module_enable_accounting == 1;
$can_it = $config_module_enable_itdoc && contactCan('itdoc');
$ticket_from = "FROM tickets LEFT JOIN ticket_statuses ON ticket_status = ticket_status_id WHERE $scope_sql AND tickets.ticket_archived_at IS NULL";
// Tickets - counted, and the ones that need the contact
$tabs = portalTicketTabs();
$counts = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT
COALESCE(SUM({$tabs['open']['where']}), 0) AS open_count,
COALESCE(SUM({$tabs['resolved']['where']}), 0) AS resolved_count
$ticket_from"));
$open_count = intval($counts['open_count']);
$resolved_count = intval($counts['resolved_count']);
$you_count = intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COUNT(*) $ticket_from AND {$tabs['you']['where']}"))[0]);
$needs_you = [];
$sql = mysqli_query($mysqli, "SELECT " . portalTicketColumnsSql() . " $ticket_from AND ({$tabs['you']['where']} OR {$tabs['resolved']['where']})
ORDER BY COALESCE(tickets.ticket_updated_at, tickets.ticket_created_at) DESC LIMIT 6");
while ($row = mysqli_fetch_assoc($sql)) {
$resolved = !empty($row['ticket_resolved_at']);
$needs_you[] = [
'href' => 'ticket.php?id=' . intval($row['ticket_id']),
'icon' => $resolved ? 'fa-check' : 'fa-reply',
'tone' => $resolved ? 'is-info' : '',
'title' => $row['ticket_subject'],
'line' => ($resolved ? 'Resolved - is it fixed? Close it, or reopen it' : 'We replied - waiting on you') . ' · ' . $row['ticket_prefix'] . $row['ticket_number'],
];
}
// Tasks on their tickets waiting for the client's approval
$sql = mysqli_query($mysqli, "SELECT tickets.ticket_id, ticket_prefix, ticket_number, task_name FROM task_approvals
JOIN tasks ON task_id = approval_task_id
JOIN tickets ON tickets.ticket_id = task_ticket_id
LEFT JOIN ticket_statuses ON ticket_status = ticket_status_id
WHERE $scope_sql AND approval_scope = 'client' AND approval_status = 'pending' AND task_completed_at IS NULL AND tickets.ticket_closed_at IS NULL
ORDER BY approval_id DESC LIMIT 4");
while ($row = mysqli_fetch_assoc($sql)) {
$needs_you[] = [
'href' => 'ticket.php?id=' . intval($row['ticket_id']),
'icon' => 'fa-clipboard-check',
'tone' => '',
'title' => 'Approve: ' . $row['task_name'],
'line' => 'Waiting for your approval · ' . $row['ticket_prefix'] . $row['ticket_number'],
];
}
// Money - what is owed, and what is past due
$balance = 0.0;
$overdue = 0.0;
$overdue_count = 0;
$next_due = null;
$client_currency = $session_company_currency;
if ($can_billing) {
$client_currency = mysqli_fetch_row(mysqli_query($mysqli, "SELECT client_currency_code FROM clients WHERE client_id = $session_client_id"))[0] ?: $session_company_currency;
foreach (billingClientOpenInvoices($session_client_id) as $invoice) {
$left = round(floatval($invoice['invoice_amount']) - floatval($invoice['paid']), 2);
$balance += $left;
if ($invoice['invoice_due'] < date('Y-m-d')) {
$overdue += $left;
$overdue_count++;
$needs_you[] = [
'href' => 'invoice.php?id=' . intval($invoice['invoice_id']),
'icon' => 'fa-file-invoice-dollar',
'tone' => 'is-danger',
'title' => 'Invoice ' . $invoice['invoice_prefix'] . $invoice['invoice_number'] . ' is past due',
'line' => numfmt_format_currency($currency_format, $left, $client_currency) . ' left - due ' . date('M j, Y', strtotime($invoice['invoice_due'])),
];
} elseif ($next_due === null || $invoice['invoice_due'] < $next_due) {
$next_due = $invoice['invoice_due'];
}
}
// Quotes waiting for their answer
$sql = mysqli_query($mysqli, "SELECT quote_id, quote_prefix, quote_number, quote_scope, quote_amount, quote_currency_code, quote_expire FROM quotes
WHERE quote_client_id = $session_client_id AND " . portalQuoteWaitingSql() . " ORDER BY quote_expire ASC LIMIT 4");
while ($row = mysqli_fetch_assoc($sql)) {
$needs_you[] = [
'href' => 'quote.php?id=' . intval($row['quote_id']),
'icon' => 'fa-comment-dollar',
'tone' => '',
'title' => 'Quote ' . $row['quote_prefix'] . $row['quote_number'] . ' is waiting for your answer',
'line' => trim($row['quote_scope'] . ' · ' . billingMoney($row['quote_amount'], $row['quote_currency_code']), ' ·') . ' · good until ' . date('M j', strtotime($row['quote_expire'])),
];
}
// Contracts waiting for their signature
if (contractsReady() && contractSignaturesReady()) {
$sql = mysqli_query($mysqli, "SELECT contract_id, contract_name, contract_type FROM contracts WHERE " . portalContractScopeSql() . " AND " . portalContractWaitingSql() . " ORDER BY contract_name ASC LIMIT 4");
while ($row = mysqli_fetch_assoc($sql)) {
$needs_you[] = [
'href' => 'contract.php?id=' . intval($row['contract_id']),
'icon' => 'fa-file-signature',
'tone' => '',
'title' => $row['contract_name'] . ' is waiting for your signature',
'line' => contractTypeLabel($row['contract_type']) . ' contract - read it and sign it here',
];
}
}
}
$pay_href = $can_billing && billingStripeProvider() ? 'unpaid_invoices.php' : 'invoices.php';
// Open tickets, newest first
$recent = mysqli_query($mysqli, "SELECT " . portalTicketColumnsSql() . ", contact_name FROM tickets
LEFT JOIN ticket_statuses ON ticket_status = ticket_status_id
LEFT JOIN contacts ON contact_id = tickets.ticket_contact_id
WHERE $scope_sql AND tickets.ticket_archived_at IS NULL AND {$tabs['open']['where']}
ORDER BY COALESCE(tickets.ticket_updated_at, tickets.ticket_created_at) DESC LIMIT 5");
// Renewals coming up in the next 45 days, and anything that lapsed in the last 30
$renewals = [];
if ($can_it) {
$window = "BETWEEN CURDATE() - INTERVAL 30 DAY AND CURDATE() + INTERVAL 45 DAY";
$sources = [
['domains.php', 'fa-globe', 'Domain', "SELECT domain_name, domain_expire, 0 FROM domains WHERE domain_client_id = $session_client_id AND domain_archived_at IS NULL AND domain_expire $window"],
['domains.php?tab=certificates', 'fa-lock', 'Certificate', "SELECT certificate_name, certificate_expire, 0 FROM certificates WHERE certificate_client_id = $session_client_id AND certificate_archived_at IS NULL AND certificate_expire $window"],
['licenses.php', 'fa-cube', 'License', "SELECT software_name, software_expire, 0 FROM software WHERE software_client_id = $session_client_id AND software_archived_at IS NULL AND software_expire $window"],
['asset.php?id=', 'fa-shield-alt', 'Warranty', "SELECT asset_name, asset_warranty_expire, asset_id FROM assets WHERE asset_client_id = $session_client_id AND asset_archived_at IS NULL AND asset_warranty_expire $window"],
];
foreach ($sources as [$href, $icon, $kind, $query]) {
$sql = mysqli_query($mysqli, $query);
while ($row = mysqli_fetch_row($sql)) {
$renewals[] = ['href' => $href . (intval($row[2]) ? intval($row[2]) : ''), 'icon' => $icon, 'kind' => $kind, 'name' => $row[0], 'date' => $row[1]];
}
}
usort($renewals, function ($a, $b) { return strcmp($a['date'], $b['date']); });
}
// The devices this contact uses
$devices = [];
$sql = mysqli_query($mysqli, "SELECT asset_id, asset_name, asset_type, asset_make, asset_model, asset_warranty_expire, asset_uri_client FROM assets
WHERE asset_contact_id = $session_contact_id AND asset_client_id = $session_client_id AND asset_archived_at IS NULL ORDER BY asset_name ASC LIMIT 6");
while ($row = mysqli_fetch_assoc($sql)) {
$devices[] = $row;
}
// The request forms they can use - ticket templates offered in the portal
$request_forms = ticketTemplatePortalForms($session_client_id, $sees_all);
// How to reach us
$company = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT company_phone, company_phone_country_code, company_email, company_website FROM companies WHERE company_id = 1"));
$hour = intval(date('G'));
$greeting = $hour < 12 ? 'Good morning' : ($hour < 18 ? 'Good afternoon' : 'Good evening');
$first_name = strtok(trim((string) $contact['contact_name']), ' ') ?: '';
?>
<div class="itflow-portal-page-head">
<div>
<h1><?= escapeHtml(rtrim("$greeting, $first_name", ', ')) ?></h1>
<p><?= escapeHtml($session_client_name) ?></p>
</div>
<div class="d-flex flex-wrap gap-2">
<?php if ($can_billing && $balance > 0) { ?>
<a class="btn btn-outline-primary" href="<?= $pay_href ?>"><i class="fas fa-<?= $pay_href === 'unpaid_invoices.php' ? 'credit-card' : 'file-invoice-dollar' ?> me-2"></i><?= $pay_href === 'unpaid_invoices.php' ? 'Pay invoices' : 'Invoices' ?></a>
<?php } ?>
</div>
</div>
<?php foreach (portalAnnouncementsFor($session_client_id) as $announcement) {
$tone_key = isset(PORTAL_ANNOUNCEMENT_TONES[$announcement['announcement_tone']]) ? $announcement['announcement_tone'] : 'info';
$tone = PORTAL_ANNOUNCEMENT_TONES[$tone_key]; ?>
<section class="itflow-portal-announcement is-<?= $tone_key ?> mb-3" aria-label="<?= escapeHtml($tone['label']) ?>">
<span class="itflow-portal-announcement-icon" aria-hidden="true"><i class="fas <?= $tone['icon'] ?>"></i></span>
<div class="min-w-0">
<h2 class="itflow-portal-announcement-title"><?= escapeHtml($announcement['announcement_title']) ?></h2>
<?php if (trim((string) $announcement['announcement_body']) !== '') { ?>
<div class="itflow-portal-announcement-body"><?= portalAnnouncementBodyHtml($announcement['announcement_body']) ?></div>
<?php } ?>
<div class="small text-body-secondary mt-1"><?= escapeHtml($tone['label']) ?> · <?= escapeHtml(date('M j, Y', strtotime($announcement['announcement_starts_at'] ?: $announcement['announcement_created_at']))) ?></div>
</div>
</section>
<?php } ?>
<div class="row g-3 mb-4">
<div class="col-6 col-lg-3">
<a class="itflow-portal-stat" href="tickets.php">
<span class="itflow-portal-stat-icon"><i class="fas fa-life-ring"></i></span>
<span>
<span class="itflow-portal-stat-value d-block"><?= $open_count ?></span>
<span class="itflow-portal-stat-label"><?= $open_count === 1 ? 'Open ticket' : 'Open tickets' ?><?= $sees_all ? '' : ' of yours' ?></span>
</span>
</a>
</div>
<div class="col-6 col-lg-3">
<a class="itflow-portal-stat<?= $you_count ? ' itflow-portal-stat-alert' : '' ?>" href="tickets.php?tab=you">
<span class="itflow-portal-stat-icon"><i class="fas fa-reply"></i></span>
<span>
<span class="itflow-portal-stat-value d-block"><?= $you_count ?></span>
<span class="itflow-portal-stat-label">Waiting on you</span>
</span>
</a>
</div>
<?php if ($can_billing) { ?>
<div class="col-6 col-lg-3">
<a class="itflow-portal-stat<?= $overdue > 0 ? ' itflow-portal-stat-danger' : '' ?>" href="<?= $balance > 0 ? $pay_href : 'invoices.php' ?>">
<span class="itflow-portal-stat-icon"><i class="fas fa-file-invoice-dollar"></i></span>
<span class="min-w-0">
<span class="itflow-portal-stat-value d-block"><?= numfmt_format_currency($currency_format, $balance, $client_currency) ?></span>
<span class="itflow-portal-stat-label">
<?php if ($overdue > 0) { ?>
<?= numfmt_format_currency($currency_format, $overdue, $client_currency) ?> past due
<?php } elseif ($balance > 0 && $next_due) { ?>
Due <?= date('M j', strtotime($next_due)) ?>
<?php } else { ?>
Nothing owed
<?php } ?>
</span>
</span>
</a>
</div>
<?php } ?>
<?php if ($can_it) { ?>
<div class="col-6 col-lg-3">
<a class="itflow-portal-stat" href="#renewals">
<span class="itflow-portal-stat-icon"><i class="fas fa-calendar-alt"></i></span>
<span>
<span class="itflow-portal-stat-value d-block"><?= count($renewals) ?></span>
<span class="itflow-portal-stat-label"><?= count($renewals) === 1 ? 'Renewal' : 'Renewals' ?> coming up</span>
</span>
</a>
</div>
<?php } ?>
</div>
<div class="row g-4">
<div class="col-lg-8">
<section class="itflow-portal-panel mb-4">
<div class="itflow-portal-panel-head">
<h2><i class="fas fa-bell"></i>Needs you</h2>
</div>
<?php if (!$needs_you) { ?>
<?= emptyStateHtml(['title' => "You're all caught up", 'text' => 'Nothing is waiting on you right now.', 'icon' => 'fa-check', 'filtered' => false]) ?>
<?php } else { ?>
<ul class="itflow-portal-list">
<?php foreach (array_slice($needs_you, 0, 8) as $item) { ?>
<li>
<a class="itflow-portal-todo" href="<?= escapeHtml($item['href']) ?>">
<span class="itflow-portal-todo-icon <?= $item['tone'] ?>"><i class="fas <?= $item['icon'] ?>"></i></span>
<span class="itflow-portal-todo-main">
<div><?= escapeHtml($item['title']) ?></div>
<div><?= escapeHtml($item['line']) ?></div>
</span>
<i class="fas fa-chevron-right text-body-secondary small"></i>
</a>
</li>
<?php } ?>
</ul>
<?php } ?>
</section>
<section class="itflow-portal-panel">
<div class="itflow-portal-panel-head">
<h2><i class="fas fa-life-ring"></i><?= $sees_all ? 'Open tickets' : 'Your open tickets' ?></h2>
<a href="tickets.php">All tickets</a>
</div>
<?php if (!mysqli_num_rows($recent)) { ?>
<?= emptyStateHtml(['title' => 'No open tickets', 'text' => 'Something not working? Raise a ticket and we will pick it up.', 'icon' => 'fa-life-ring', 'filtered' => false,
'actions' => [['label' => 'New ticket', 'href' => 'ticket_add.php']]]) ?>
<?php } else { ?>
<ul class="itflow-portal-list">
<?php while ($row = mysqli_fetch_assoc($recent)) {
$updated = $row['ticket_updated_at'] ?: $row['ticket_created_at']; ?>
<li>
<a class="itflow-portal-ticket" href="ticket.php?id=<?= intval($row['ticket_id']) ?>">
<span class="itflow-portal-ticket-main">
<span class="itflow-portal-ticket-subject d-block"><?= escapeHtml($row['ticket_subject']) ?></span>
<span class="itflow-portal-ticket-meta">
<span><?= escapeHtml($row['ticket_prefix'] . $row['ticket_number']) ?></span>
<?php if ($sees_all && !empty($row['contact_name'])) { ?><span><i class="fas fa-user me-1"></i><?= escapeHtml($row['contact_name']) ?></span><?php } ?>
</span>
</span>
<span class="itflow-portal-ticket-side">
<?= portalTicketStateHtml($row) ?>
<small title="<?= escapeHtml($updated) ?>"><?= timeAgo($updated) ?></small>
</span>
</a>
</li>
<?php } ?>
</ul>
<?php } ?>
</section>
</div>
<div class="col-lg-4">
<?php if ($request_forms) { ?>
<section class="itflow-portal-panel mb-4">
<div class="itflow-portal-panel-head">
<h2><i class="fas fa-clipboard-list"></i>Ask for something</h2>
<?php if (count($request_forms) > 5) { ?><a href="ticket_add.php">All <?= count($request_forms) ?></a><?php } ?>
</div>
<ul class="itflow-portal-list">
<?php foreach (array_slice($request_forms, 0, 5) as $row) { ?>
<li>
<a class="itflow-portal-todo" href="ticket_add.php?form=<?= intval($row['ticket_template_id']) ?>">
<span class="itflow-portal-tile itflow-portal-tile-sm"><i class="fas fa-fw <?= ticketTemplatePortalIcon($row) ?>"></i></span>
<span class="itflow-portal-todo-main">
<div><?= escapeHtml(ticketTemplatePortalTitle($row)) ?></div>
<?php if (trim((string) $row['ticket_template_portal_description']) !== '') { ?><div><?= escapeHtml($row['ticket_template_portal_description']) ?></div><?php } ?>
</span>
<i class="fas fa-chevron-right text-body-secondary small"></i>
</a>
</li>
<?php } ?>
</ul>
</section>
<?php } ?>
<?php if ($devices) { ?>
<section class="itflow-portal-panel mb-4">
<div class="itflow-portal-panel-head">
<h2><i class="fas fa-desktop"></i>Your devices</h2>
<?php if ($can_it) { ?><a href="assets.php">All devices</a><?php } ?>
</div>
<ul class="itflow-portal-list">
<?php foreach ($devices as $device) {
$warranty = assetWarranty($device['asset_warranty_expire']);
$what = trim($device['asset_make'] . ' ' . $device['asset_model']) ?: $device['asset_type'];
?>
<li>
<a class="itflow-portal-todo" href="asset.php?id=<?= intval($device['asset_id']) ?>">
<span class="itflow-portal-todo-icon is-info"><i class="fas fa-<?= getAssetIcon($device['asset_type']) ?>"></i></span>
<span class="itflow-portal-todo-main">
<div><?= escapeHtml($device['asset_name']) ?></div>
<div>
<?= escapeHtml($what) ?>
<?php if ($warranty && $warranty['tone'] !== 'success') { ?>
· <span class="text-<?= $warranty['tone'] ?>-emphasis">Warranty <?= escapeHtml(strtolower($warranty['short'])) ?></span>
<?php } ?>
</div>
</span>
<i class="fas fa-chevron-right text-body-secondary small"></i>
</a>
</li>
<?php } ?>
</ul>
</section>
<?php } ?>
<?php if ($can_it) { ?>
<section class="itflow-portal-panel mb-4" id="renewals">
<div class="itflow-portal-panel-head">
<h2><i class="fas fa-calendar-alt"></i>Coming up</h2>
</div>
<?php if (!$renewals) { ?>
<?= emptyStateHtml(['title' => 'Nothing renewing soon', 'text' => 'Domains, certificates, licenses and warranties due in the next 45 days show here.', 'icon' => 'fa-check', 'filtered' => false]) ?>
<?php } else { ?>
<ul class="itflow-portal-list">
<?php foreach (array_slice($renewals, 0, 8) as $item) {
$lapsed = $item['date'] < date('Y-m-d'); ?>
<li>
<a class="itflow-portal-todo" href="<?= escapeHtml($item['href']) ?>">
<span class="itflow-portal-todo-icon<?= $lapsed ? ' is-danger' : '' ?>"><i class="fas <?= $item['icon'] ?>"></i></span>
<span class="itflow-portal-todo-main">
<div><?= escapeHtml($item['name']) ?></div>
<div><?= escapeHtml($item['kind']) ?> · <?= $lapsed ? 'expired' : 'renews' ?> <?= escapeHtml(date('M j, Y', strtotime($item['date']))) ?> (<?= timeAgo($item['date']) ?>)</div>
</span>
<i class="fas fa-chevron-right text-body-secondary small"></i>
</a>
</li>
<?php } ?>
</ul>
<?php } ?>
</section>
<?php } ?>
<?php if (!empty($company['company_phone']) || !empty($company['company_email'])) { ?>
<section class="itflow-portal-panel">
<div class="itflow-portal-panel-head">
<h2><i class="fas fa-headset"></i>Need us fast?</h2>
</div>
<div class="itflow-portal-panel-body">
<p class="text-body-secondary small mb-2">For anything urgent, call us - and raise a ticket so it is on record.</p>
<?php if (!empty($company['company_phone'])) { ?>
<div class="mb-1"><i class="fas fa-fw fa-phone me-2 text-body-secondary"></i><a href="tel:<?= escapeHtml(phoneDialNumber($company['company_phone'], $company['company_phone_country_code'])) ?>"><?= escapeHtml(formatPhoneNumber($company['company_phone'], $company['company_phone_country_code'])) ?></a></div>
<?php } ?>
<?php if (!empty($company['company_email'])) { ?>
<div><i class="fas fa-fw fa-envelope me-2 text-body-secondary"></i><a href="mailto:<?= escapeHtml($company['company_email']) ?>"><?= escapeHtml($company['company_email']) ?></a></div>
<?php } ?>
</div>
</section>
<?php } ?>
</div>
</div>
<?php require_once "includes/footer.php"; ?>
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