mirror of
https://github.com/itflow-org/itflow
synced 2026-11-11 07:01:16 +00:00
666 lines
50 KiB
PHP
666 lines
50 KiB
PHP
<?php
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/*
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* Client overview.
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*
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* Who the client is and how to reach them, what needs attention, then the
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* technical side (tickets, notes, contacts, favourites, schedule, projects,
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* services, renewals, assets) and the financial side (balance, payments,
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* recurring, unbilled work, open invoices). Each part shows to agents whose
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* role can read it.
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*
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* The figures come from functions/client_overview.php; the chart is drawn by
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* js/client_overview.js, which also saves the quick notes.
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*/
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// This page draws its own client header, with the same actions menu
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$client_top_head_skip = true;
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require_once "includes/inc_all_client.php";
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$access = clientOverviewAccess();
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$renewals = $access['docs'] ? clientOverviewRenewals($client_id) : null;
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$attention = clientOverviewAttention($client_id, $access, $renewals);
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$open_tickets = $access['tickets'] ? clientOverviewOpenTickets($client_id) : null;
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$open_projects = $access['tickets'] ? clientOverviewProjects($client_id) : null;
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$client_services = $access['docs'] ? clientOverviewServices($client_id) : null;
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$overview_contacts = clientOverviewContacts($client_id);
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$favorites = clientOverviewFavorites($client_id, $access);
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$upcoming = clientOverviewUpcoming($client_id, $access);
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$asset_summary = $access['docs'] ? clientOverviewAssets($client_id) : null;
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$shared_items = clientOverviewSharedItems($client_id);
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$activity = clientOverviewActivity($client_id);
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$money = $access['financial'] ? clientOverviewMoney($client_id, $balance, $recurring_monthly) : null;
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$open_invoices = $access['sales'] ? clientOverviewOpenInvoices($client_id) : null;
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$recurring_invoices = $access['sales'] ? clientOverviewRecurringInvoices($client_id) : null;
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$chart_data = [];
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if ($access['financial']) {
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$chart_data['monthly'] = clientOverviewMonthly($client_id);
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$chart_data['currency'] = $client_currency_code ?: $session_company_currency;
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}
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$priority_colors = ['Urgent' => 'dark', 'High' => 'danger', 'Medium' => 'warning', 'Low' => 'info'];
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$tone_text = ['danger' => 'text-danger-emphasis', 'warning' => 'text-warning-emphasis', 'info' => 'text-info-emphasis', 'secondary' => 'text-body'];
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$money_format = function ($amount) use ($currency_format, $client_currency_code, $session_company_currency) {
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return numfmt_format_currency($currency_format, floatval($amount), $client_currency_code ?: $session_company_currency);
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};
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?>
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<div class="itflow-dash itflow-ov">
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<!-- Who this is -->
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<div class="card mb-4">
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<div class="card-body">
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<div class="d-flex flex-wrap align-items-start gap-3">
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<span class="itflow-client-avatar itflow-client-avatar-lg text-bg-<?= $client_initials_tone ?>" aria-hidden="true"><?= $client_initials ?></span>
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<div class="flex-grow-1 overflow-hidden itflow-ov-hero-name">
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<h1 class="itflow-dash-greeting mb-1">
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<?= $client_name ?>
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<?php if ($client_is_lead) { ?><span class="badge rounded-pill text-bg-info align-middle fs-6 fw-normal ms-1">Lead</span><?php } ?>
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<?php if ($client_archived_at) { ?><span class="badge rounded-pill text-bg-secondary align-middle fs-6 fw-normal ms-1">Archived</span><?php } ?>
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<?php if (!empty($config_module_enable_accounting) && ($ov_tax = taxClient($client_id))['exempt']) { ?>
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<span class="badge rounded-pill align-middle fs-6 fw-normal ms-1 <?= $ov_tax['expired'] ? 'bg-warning-subtle text-warning-emphasis' : 'bg-success-subtle text-success-emphasis' ?>" title="<?= escapeHtml(taxExemptText($ov_tax)) ?>"><?= $ov_tax['expired'] ? 'Tax exempt - certificate expired' : 'Tax exempt' ?></span>
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<?php } ?>
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</h1>
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<div class="d-flex flex-wrap align-items-center gap-1">
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<?php if ($client_type) { ?>
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<span class="text-body-secondary me-2"><?= $client_type ?></span>
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<?php } ?>
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<?= tagPills('client', $client_id, $client_tags) ?>
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</div>
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</div>
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<div class="d-flex gap-2 ms-auto itflow-ov-hero-actions">
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<?php if (aiReady('General')) { ?>
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<button type="button" class="btn btn-outline-secondary ajax-modal" data-modal-url="modals/client/client_briefing.php?client_id=<?= $client_id ?>" data-modal-size="lg" title="How things stand with them, by AI - before a call, a visit or a quarterly review">
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<i class="fas fa-magic"></i><span class="d-none d-sm-inline ms-2">Briefing</span>
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</button>
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<?php } ?>
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<?php if ($access['add_ticket'] && !$client_archived_at) { ?>
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<button type="button" class="btn btn-primary ajax-modal" data-modal-url="modals/ticket/ticket_add.php?client_id=<?= $client_id ?>" data-modal-size="lg">
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<i class="fas fa-plus me-2"></i>New Ticket
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</button>
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<?php } ?>
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<?php if ($access['edit']) { ?>
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<div class="dropdown dropstart">
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<button class="btn btn-outline-secondary" title="More actions" type="button" data-bs-toggle="dropdown">
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<i class="fas fa-fw fa-ellipsis-v"></i>
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</button>
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<?php require 'includes/client_actions_menu.php'; ?>
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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 class="card-body border-top">
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<div class="row g-3">
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<?php require 'includes/client_details.php'; ?>
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</div>
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</div>
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</div>
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<?php if ($attention) { ?>
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<section class="mb-4" aria-labelledby="ovAttention">
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<h2 id="ovAttention" class="itflow-dash-section mb-2">Needs attention</h2>
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<div class="card mb-0 overflow-hidden">
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<div class="itflow-dash-rail">
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<?php foreach ($attention as $item) {
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$tone = $item['tone']; ?>
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<a href="<?= escapeHtml($item['url']) ?>" class="itflow-dash-rail-item" style="--itflow-dash-tone: var(--bs-<?= $tone ?>)">
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<span class="itflow-dash-rail-count <?= $tone_text[$tone] ?? 'text-body' ?>"><?= number_format(intval($item['count'])) ?></span>
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<span class="itflow-dash-rail-label"><i class="fas fa-fw fa-<?= $item['icon'] ?> <?= $tone_text[$tone] ?? '' ?>" aria-hidden="true"></i><?= escapeHtml($item['label']) ?></span>
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<?php if (!empty($item['detail'])) { ?><span class="itflow-dash-rail-detail"><?= escapeHtml($item['detail']) ?></span><?php } ?>
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</a>
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<?php } ?>
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</div>
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</div>
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</section>
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<?php } ?>
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<h2 class="itflow-dash-section mb-2">Technical</h2>
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<div class="row g-3 mb-3">
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<?php if ($open_tickets !== null) { ?>
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<div class="col-xl-8">
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<div class="card h-100 mb-0">
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<div class="card-header d-flex flex-wrap align-items-center gap-2">
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<h3 class="card-title mb-0 me-auto">Open tickets</h3>
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<span class="small text-body-secondary"><?= $open_tickets['opened_30'] ?> opened, <?= $open_tickets['resolved_30'] ?> resolved in the last 30 days</span>
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<?php if ($open_tickets['total']) { ?><a class="small ms-2" href="tickets.php?client_id=<?= $client_id ?>">View all <?= $open_tickets['total'] ?></a><?php } ?>
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</div>
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<?php if ($open_tickets['tickets']) { ?>
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<div class="list-group list-group-flush">
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<?php foreach ($open_tickets['tickets'] as $ticket) {
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$last_activity = $ticket['ticket_updated_at'] ?: $ticket['ticket_created_at'];
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$ticket_who = trim(implode(', ', array_filter([$ticket['contact_name'], $ticket['user_name'] ? 'assigned to ' . $ticket['user_name'] : 'unassigned'])));
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?>
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<a href="ticket.php?client_id=<?= $client_id ?>&ticket_id=<?= intval($ticket['ticket_id']) ?>" class="list-group-item list-group-item-action d-flex align-items-center gap-3 py-2">
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<span class="itflow-dash-dot bg-<?= $priority_colors[$ticket['ticket_priority']] ?? 'secondary' ?>" title="<?= escapeHtml($ticket['ticket_priority']) ?> priority"></span>
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<span class="flex-grow-1 overflow-hidden">
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<span class="d-block text-truncate"><span class="small text-body-secondary me-2"><?= escapeHtml($ticket['ticket_prefix'] . $ticket['ticket_number']) ?></span><?= escapeHtml($ticket['ticket_subject']) ?></span>
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<span class="d-block small text-body-secondary text-truncate"><?= escapeHtml(ucfirst($ticket_who)) ?></span>
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</span>
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<?php if ($ticket['sla_breached']) { ?>
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<span class="badge rounded-pill text-bg-danger" title="Past SLA"><i class="fas fa-stopwatch me-1" aria-hidden="true"></i>SLA</span>
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<?php } ?>
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<span class="d-none d-sm-inline"><?= ticketStatusHtml($ticket['ticket_status_name'], $ticket['ticket_status_color'], 'detail') ?></span>
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<span class="small text-body-secondary text-nowrap d-none d-md-inline" title="Last activity <?= escapeHtml($last_activity) ?>"><?= escapeHtml(timeAgo($last_activity)) ?></span>
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</a>
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<?php } ?>
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</div>
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<?php } else { ?>
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<div class="card-body text-center text-body-secondary py-5">
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<i class="fas fa-check-circle fa-2x mb-2 d-block text-success" aria-hidden="true"></i>
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No open tickets.
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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 class="<?= $open_tickets !== null ? 'col-xl-4' : 'col-md-6 col-xl-4' ?>">
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<div class="card h-100 mb-0">
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<div class="card-header d-flex align-items-center">
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<h3 class="card-title mb-0 me-auto">Quick notes</h3>
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<span class="small text-body-secondary" data-notes-status><?= $access['edit'] ? 'Saves when you click away' : '' ?></span>
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</div>
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<div class="card-body pt-2 d-flex">
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<textarea class="form-control itflow-ov-notes" id="clientNotes" rows="8" placeholder="<?= $access['edit'] ? 'Gate codes, quirks, who to ask for - anything the next person should know' : 'No notes' ?>"
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data-client-id="<?= $client_id ?>" data-csrf="<?= $_SESSION['csrf_token'] ?>" aria-label="Quick notes" <?= $access['edit'] ? '' : 'readonly' ?>><?= $client_notes ?></textarea>
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</div>
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</div>
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</div>
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<div class="col-md-6 col-xl-4">
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<div class="card h-100 mb-0">
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<div class="card-header d-flex align-items-center">
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<h3 class="card-title mb-0 me-auto">Key contacts</h3>
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<a class="small" href="contacts.php?client_id=<?= $client_id ?>">All contacts</a>
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</div>
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<?php if ($overview_contacts) { ?>
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<div class="list-group list-group-flush">
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<?php foreach ($overview_contacts as $person) {
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$person_id = intval($person['contact_id']);
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$person_name = escapeHtml($person['contact_name']);
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$person_phone = escapeHtml(formatPhoneNumber($person['contact_phone'], $person['contact_phone_country_code']));
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$person_mobile = escapeHtml(formatPhoneNumber($person['contact_mobile'], $person['contact_mobile_country_code']));
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$person_email = escapeHtml($person['contact_email']);
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?>
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<div class="list-group-item d-flex gap-3 py-2">
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<?= contactAvatar($client_id, $person_id, $person['contact_name'], $person['contact_photo']) ?>
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<div class="overflow-hidden flex-grow-1">
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<a class="ajax-modal fw-semibold" href="#" data-modal-url="modals/contact/contact.php?client_id=<?= $client_id ?>&id=<?= $person_id ?>" data-modal-size="lg"><?= $person_name ?></a>
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<span class="ms-1"><?= contactFlagPills($person, false) ?></span>
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<?php if ($person['contact_title']) { ?><div class="small text-body-secondary text-truncate"><?= escapeHtml($person['contact_title']) ?></div><?php } ?>
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<div class="small d-flex flex-wrap column-gap-3">
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<?php if ($person_phone) { ?><a class="text-reset text-decoration-none text-nowrap" href="tel:<?= escapeHtml(preg_replace('/[^0-9+]/', '', (string) $person['contact_phone'])) ?>"><i class="fas fa-fw fa-phone text-body-secondary me-1" aria-hidden="true"></i><?= $person_phone ?><?= $person['contact_extension'] ? ' x' . escapeHtml($person['contact_extension']) : '' ?></a><?php } ?>
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<?php if ($person_mobile) { ?><a class="text-reset text-decoration-none text-nowrap" href="tel:<?= escapeHtml(preg_replace('/[^0-9+]/', '', (string) $person['contact_mobile'])) ?>"><i class="fas fa-fw fa-mobile-alt text-body-secondary me-1" aria-hidden="true"></i><?= $person_mobile ?></a><?php } ?>
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</div>
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<?php if ($person_email) { ?>
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<div class="small d-flex align-items-center">
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<a class="text-reset text-decoration-none text-truncate" href="mailto:<?= $person_email ?>"><i class="far fa-fw fa-envelope text-body-secondary me-1" aria-hidden="true"></i><?= $person_email ?></a>
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<button type="button" class="itflow-copy clipboardjs" title="Copy email" data-clipboard-text="<?= $person_email ?>"><i class="far fa-copy"></i></button>
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</div>
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<?php } ?>
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</div>
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</div>
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<?php } ?>
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</div>
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<?php } else { ?>
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<div class="card-body text-center text-body-secondary py-4 small">
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Mark contacts as primary, billing, technical or important and they show here.
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</div>
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<?php } ?>
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</div>
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</div>
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<?php if ($favorites['assets'] || $favorites['licenses'] || $favorites['credentials']) { ?>
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<div class="col-md-6 col-xl-4">
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<div class="card h-100 mb-0">
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<div class="card-header d-flex align-items-center">
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<h3 class="card-title mb-0 me-auto">Favorites</h3>
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<i class="fas fa-star text-warning" aria-hidden="true"></i>
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</div>
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<div class="list-group list-group-flush">
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<?php foreach ($favorites['assets'] as $asset) {
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$asset_ip = escapeHtml($asset['interface_ip']); ?>
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<div class="list-group-item d-flex align-items-center gap-2 py-2">
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<i class="fas fa-fw fa-<?= getAssetIcon($asset['asset_type']) ?> text-body-secondary" title="<?= escapeHtml($asset['asset_type']) ?>"></i>
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<span class="flex-grow-1 overflow-hidden">
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<a class="ajax-modal d-block text-truncate" href="#" data-modal-url="modals/asset/asset.php?id=<?= intval($asset['asset_id']) ?>" data-modal-size="lg"><?= escapeHtml($asset['asset_name']) ?></a>
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<span class="d-block small text-body-secondary text-truncate"><?= escapeHtml(trim($asset['asset_make'] . ' ' . $asset['asset_model'])) ?></span>
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</span>
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<?php if ($asset_ip) { ?>
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<span class="small text-nowrap"><?= $asset_ip ?><button type="button" class="itflow-copy clipboardjs" title="Copy IP" data-clipboard-text="<?= $asset_ip ?>"><i class="far fa-copy"></i></button></span>
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<?php } ?>
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</div>
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<?php } ?>
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<?php foreach ($favorites['licenses'] as $favorite_license) {
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$favorite_renewal = softwareRenewal($favorite_license['software_expire']); ?>
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<div class="list-group-item d-flex align-items-center gap-2 py-2">
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<i class="fas fa-fw <?= softwareTypeStyle($favorite_license['software_type'])['icon'] ?> text-body-secondary" title="License"></i>
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<span class="flex-grow-1 overflow-hidden">
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<a class="ajax-modal d-block text-truncate" href="#" data-modal-url="modals/software/software.php?id=<?= intval($favorite_license['software_id']) ?>" data-modal-size="lg"><?= escapeHtml($favorite_license['software_name']) ?></a>
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<span class="d-block small text-truncate text-<?= $favorite_renewal && $favorite_renewal['state'] !== 'active' ? $favorite_renewal['tone'] . '-emphasis' : 'body-secondary' ?>"><?= escapeHtml(implode(' · ', array_filter([$favorite_license['software_license_type'], $favorite_renewal ? $favorite_renewal['text'] : '']))) ?></span>
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</span>
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<?php if ($favorite_license['software_key']) { ?>
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<span class="small text-nowrap"><?= softwareKeyHtml($favorite_license['software_key']) ?></span>
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<?php } ?>
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</div>
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<?php } ?>
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<?php foreach ($favorites['credentials'] as $credential) {
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$credential_id = intval($credential['credential_id']);
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$credential_username = credentialUsername($credential);
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?>
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<div class="list-group-item d-flex align-items-center gap-2 py-2">
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<?= credentialTile($credential, 'sm') ?>
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<span class="flex-grow-1 min-w-0">
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<a class="ajax-modal d-block text-truncate" href="#" data-modal-url="modals/credential/credential.php?id=<?= $credential_id ?>"><?= escapeHtml($credential['credential_name']) ?></a>
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<span class="d-flex flex-wrap align-items-center column-gap-3 row-gap-1 small text-body-secondary">
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<?php if ($credential_username !== '') { ?>
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<span class="d-inline-flex align-items-center min-w-0"><?= credentialUsernameHtml($credential_username) ?></span>
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<?php } ?>
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<?= credentialPasswordHtml($credential_id) ?>
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<?= credentialOtpHtml($credential_id, trim((string) $credential['credential_otp_secret']) !== '') ?>
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</span>
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</span>
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</div>
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<?php } ?>
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</div>
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</div>
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</div>
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<?php } ?>
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<?php if ($upcoming) { ?>
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<div class="col-md-6 col-xl-4">
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<div class="card h-100 mb-0">
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<div class="card-header d-flex align-items-center">
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<h3 class="card-title mb-0 me-auto">Coming up <span class="small text-body-secondary fw-normal ms-1">14 days</span></h3>
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<a class="small" href="calendar.php?client_id=<?= $client_id ?>">Calendar</a>
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</div>
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<div class="itflow-dash-schedule">
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<?php
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$upcoming_day = null;
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foreach (array_slice($upcoming, 0, 10) as $item) {
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$item_day = dashboardDayLabel($item['when']);
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if ($item_day !== $upcoming_day) {
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$upcoming_day = $item_day; ?>
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<div class="itflow-dash-schedule-day"><?= escapeHtml($item_day) ?></div>
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<?php } ?>
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<a class="itflow-dash-schedule-item<?= !empty($item['modal']) ? ' ajax-modal' : '' ?>" href="<?= escapeHtml($item['url']) ?>"<?php if (!empty($item['modal'])) { ?> data-modal-size="lg" data-modal-url="<?= escapeHtml($item['modal']) ?>"<?php } ?>>
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<span class="itflow-dash-schedule-time"><?= $item['all_day'] ? 'All day' : escapeHtml(date('g:i A', strtotime($item['when']))) ?></span>
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<span class="itflow-dash-schedule-mark bg-<?= ['ticket' => 'primary', 'recurring' => 'info', 'event' => 'success', 'project' => 'warning', 'service' => 'secondary'][$item['kind']] ?>"></span>
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<span class="flex-grow-1 overflow-hidden">
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<span class="d-block text-truncate"><?php if ($item['ref']) { ?><span class="small text-body-secondary me-2"><?= escapeHtml($item['ref']) ?></span><?php } ?><?= escapeHtml($item['title']) ?></span>
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<?php if ($item['detail']) { ?><span class="d-block small text-body-secondary text-truncate"><?= escapeHtml($item['detail']) ?></span><?php } ?>
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</span>
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</a>
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<?php } ?>
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</div>
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</div>
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</div>
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<?php } ?>
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<?php if ($open_projects && $open_projects['total']) { ?>
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<div class="col-md-6 col-xl-4">
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<div class="card h-100 mb-0">
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<div class="card-header d-flex align-items-center">
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<h3 class="card-title mb-0 me-auto">Projects</h3>
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|
<a class="small" href="projects.php?client_id=<?= $client_id ?>">View all <?= $open_projects['total'] ?></a>
|
|
</div>
|
|
<div class="list-group list-group-flush">
|
|
<?php foreach ($open_projects['projects'] as $project_id => $project) {
|
|
$project_stats = $open_projects['stats'][$project_id]; ?>
|
|
<a href="<?= escapeHtml(projectUrl($project_id, $client_id)) ?>" class="list-group-item list-group-item-action py-2">
|
|
<span class="d-flex align-items-center gap-2">
|
|
<span class="flex-grow-1 text-truncate"><span class="small text-body-secondary me-2"><?= escapeHtml(projectReference($project)) ?></span><?= escapeHtml($project['project_name']) ?></span>
|
|
<?= projectDuePill($project) ?>
|
|
</span>
|
|
<div class="mt-1 small text-body-secondary"><?= projectProgressHtml($project_stats) ?></div>
|
|
</a>
|
|
<?php } ?>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<?php } ?>
|
|
|
|
<?php if ($client_services && $client_services['total']) { ?>
|
|
<div class="col-md-6 col-xl-4">
|
|
<div class="card h-100 mb-0">
|
|
<div class="card-header d-flex align-items-center">
|
|
<h3 class="card-title mb-0 me-auto">Services</h3>
|
|
<a class="small" href="services.php?client_id=<?= $client_id ?>">View all <?= $client_services['total'] ?></a>
|
|
</div>
|
|
<div class="list-group list-group-flush">
|
|
<?php foreach ($client_services['services'] as $service_id => $service) {
|
|
$service_issues = $client_services['issues'][$service_id];
|
|
$service_review = serviceReview($service);
|
|
$service_danger = in_array('danger', array_column($service_issues, 'tone'), true); ?>
|
|
<a href="<?= escapeHtml(serviceUrl($service_id, $client_id)) ?>" class="list-group-item list-group-item-action d-flex align-items-center gap-2 py-2">
|
|
<?= serviceTile($service['service_category'], 'sm') ?>
|
|
<span class="flex-grow-1 overflow-hidden">
|
|
<span class="d-block text-truncate"><?= escapeHtml($service['service_name']) ?></span>
|
|
<span class="d-block small text-truncate <?= $service_issues ? ($service_danger ? 'text-danger-emphasis' : 'text-warning-emphasis') : 'text-body-secondary' ?>">
|
|
<?php if ($service_issues) { ?>
|
|
<i class="fas fa-exclamation-triangle me-1"></i><?= escapeHtml($service_issues[0]['text']) ?>
|
|
<?php } else { ?>
|
|
<?= escapeHtml($service['service_category'] ?: $service['service_importance'] . ' importance') ?><?= in_array($service_review['state'], ['overdue', 'soon'], true) ? ' · ' . escapeHtml(lcfirst($service_review['text'])) : '' ?>
|
|
<?php } ?>
|
|
</span>
|
|
</span>
|
|
<?php if ($service['service_importance'] === 'High') { ?><?= serviceImportancePill('High') ?><?php } ?>
|
|
</a>
|
|
<?php } ?>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<?php } ?>
|
|
|
|
<?php if ($renewals !== null) { ?>
|
|
<div class="col-md-6 col-xl-4" id="clientRenewals">
|
|
<div class="card h-100 mb-0">
|
|
<div class="card-header d-flex align-items-center">
|
|
<h3 class="card-title mb-0 me-auto">Renewals</h3>
|
|
<span class="small text-body-secondary">Expired or due in <?= $renewals['days'] ?> days</span>
|
|
</div>
|
|
<?php if ($renewals['items']) { ?>
|
|
<div class="list-group list-group-flush">
|
|
<?php foreach (array_slice($renewals['items'], 0, 8) as $item) {
|
|
$expired = $item['days'] < 0;
|
|
$when = $item['days'] === 0 ? 'Today' : ($expired ? 'Expired ' . timeAgo($item['date']) : 'In ' . preg_replace('/^in /', '', timeAgo($item['date'])));
|
|
?>
|
|
<a href="<?= escapeHtml($item['url']) ?>" class="list-group-item list-group-item-action d-flex align-items-center gap-2 py-2">
|
|
<i class="fas fa-fw fa-<?= $item['icon'] ?> text-body-secondary" aria-hidden="true"></i>
|
|
<span class="flex-grow-1 overflow-hidden">
|
|
<span class="d-block text-truncate"><?= escapeHtml($item['name']) ?></span>
|
|
<span class="d-block small text-body-secondary"><?= $item['label'] ?></span>
|
|
</span>
|
|
<span class="small text-nowrap text-end <?= $expired ? 'text-danger-emphasis' : 'text-warning-emphasis' ?>" title="<?= escapeHtml(date('M j, Y', strtotime($item['date']))) ?>"><?= escapeHtml($when) ?></span>
|
|
</a>
|
|
<?php } ?>
|
|
</div>
|
|
<?php if (count($renewals['items']) > 8) { ?>
|
|
<div class="card-footer small text-body-secondary py-2"><?= count($renewals['items']) - 8 ?> more not shown</div>
|
|
<?php } ?>
|
|
<?php } else { ?>
|
|
<div class="card-body text-center text-body-secondary py-4">
|
|
<i class="fas fa-check-circle fa-2x mb-2 d-block text-success" aria-hidden="true"></i>
|
|
Nothing expired or due in the next <?= $renewals['days'] ?> days.
|
|
</div>
|
|
<?php } ?>
|
|
</div>
|
|
</div>
|
|
<?php } ?>
|
|
|
|
<?php if ($asset_summary !== null && $asset_summary['total']) { ?>
|
|
<div class="col-md-6 col-xl-4">
|
|
<div class="card h-100 mb-0">
|
|
<div class="card-header d-flex align-items-center">
|
|
<h3 class="card-title mb-0 me-auto">Assets</h3>
|
|
<a class="small" href="assets.php?client_id=<?= $client_id ?>">View all <?= $asset_summary['total'] ?></a>
|
|
</div>
|
|
<div class="list-group list-group-flush">
|
|
<?php foreach ($asset_summary['groups'] as $group_key => $group) {
|
|
if (!$group['count']) {
|
|
continue;
|
|
} ?>
|
|
<a href="assets.php?client_id=<?= $client_id ?>&type=<?= $group_key ?>" class="list-group-item list-group-item-action d-flex align-items-center gap-2 py-2">
|
|
<i class="fas fa-fw fa-<?= $group['icon'] ?> text-body-secondary" aria-hidden="true"></i>
|
|
<span class="flex-grow-1"><?= $group['label'] ?></span>
|
|
<span class="fw-semibold"><?= $group['count'] ?></span>
|
|
</a>
|
|
<?php } ?>
|
|
</div>
|
|
<div class="card-footer small text-body-secondary py-2">
|
|
Warranty: <?= $asset_summary['warranty_active'] ?> covered<?php if ($asset_summary['warranty_expired']) { ?>, <span class="text-danger-emphasis"><?= $asset_summary['warranty_expired'] ?> expired</span><?php } ?><?php if ($asset_summary['warranty_unknown']) { ?>, <?= $asset_summary['warranty_unknown'] ?> not recorded<?php } ?>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<?php } ?>
|
|
|
|
<?php if ($shared_items) { ?>
|
|
<div class="col-md-6 col-xl-4">
|
|
<div class="card h-100 mb-0">
|
|
<div class="card-header d-flex align-items-center">
|
|
<h3 class="card-title mb-0 me-auto">Shared links</h3>
|
|
<a class="small" href="shares.php?client_id=<?= $client_id ?>">All shared links</a>
|
|
</div>
|
|
<div class="list-group list-group-flush">
|
|
<?php foreach ($shared_items as $item) {
|
|
$item_related_id = intval($item['item_related_id']);
|
|
$item_label = escapeHtml(shareName($item));
|
|
$item_type_info = shareTypes()[$item['item_type']] ?? ['label' => $item['item_type'], 'icon' => 'fa-share-alt'];
|
|
// Documents and files look and open as they do everywhere else
|
|
if ($item['item_type'] === 'Document' && $item['item_name']) {
|
|
$item_tile = documentTile('sm');
|
|
} elseif ($item['item_type'] === 'File' && $item['file_ext']) {
|
|
$item_tile = fileTypeTile($item['file_ext'], 'sm');
|
|
} elseif ($item['item_type'] === 'Credential' && $item['credential_uri'] !== null) {
|
|
$item_tile = credentialTile(['credential_name' => $item['item_name'], 'credential_uri' => $item['credential_uri'], 'credential_description' => $item['credential_description']], 'sm');
|
|
} else {
|
|
$item_tile = '<span class="itflow-link-icon" title="' . escapeHtml($item_type_info['label']) . '" aria-hidden="true"><i class="fas fa-fw ' . $item_type_info['icon'] . '"></i></span>';
|
|
}
|
|
$item_received = $item['item_type'] === 'Request' && $item['item_received_at'];
|
|
?>
|
|
<div class="list-group-item d-flex align-items-center gap-2 py-2">
|
|
<?= $item_tile ?>
|
|
<span class="flex-grow-1 overflow-hidden">
|
|
<a class="d-block text-truncate ajax-modal" href="#" data-modal-url="modals/share/share.php?id=<?= intval($item['item_id']) ?>"><?= $item_label ?></a>
|
|
<span class="d-block small text-body-secondary text-truncate">
|
|
<?php if ($item_received) { ?>
|
|
<span class="text-warning-emphasis"><i class="fas fa-inbox me-1"></i>Sent back <?= escapeHtml(timeAgo($item['item_received_at'])) ?> - save it</span>
|
|
<?php } else { ?>
|
|
<?= escapeHtml(ucfirst(($item['item_recipient'] ? $item['item_recipient'] . ', ' : '') . strtolower(shareViewsText($item)) . ', expires ' . timeAgo($item['item_expire_at']))) ?>
|
|
<?php } ?>
|
|
</span>
|
|
</span>
|
|
<?php if (!$item_received && shareCanMake($item['item_type'])) { ?><a class="btn btn-sm btn-link text-danger confirm-link" href="post.php?share_revoke=<?= intval($item['item_id']) ?>&csrf_token=<?= $_SESSION['csrf_token'] ?>" title="Turn off this link"><i class="fas fa-fw fa-unlink" aria-hidden="true"></i></a><?php } ?>
|
|
</div>
|
|
<?php } ?>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<?php } ?>
|
|
|
|
<div class="col-md-6 col-xl-4">
|
|
<div class="card h-100 mb-0">
|
|
<div class="card-header d-flex align-items-center">
|
|
<h3 class="card-title mb-0 me-auto">Recent activity</h3>
|
|
<a class="small" href="audit_log.php?client_id=<?= $client_id ?>">Audit log</a>
|
|
</div>
|
|
<?php if ($activity) { ?>
|
|
<div class="list-group list-group-flush">
|
|
<?php foreach ($activity as $log) { ?>
|
|
<div class="list-group-item py-2">
|
|
<div class="small"><?= escapeHtml($log['log_description']) ?></div>
|
|
<div class="small text-body-secondary" title="<?= escapeHtml($log['log_created_at']) ?>"><?= escapeHtml(timeAgo($log['log_created_at'])) ?></div>
|
|
</div>
|
|
<?php } ?>
|
|
</div>
|
|
<?php } else { ?>
|
|
<div class="card-body text-center text-body-secondary py-4 small">Nothing recorded yet.</div>
|
|
<?php } ?>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<?php if ($money !== null || $open_invoices !== null) { ?>
|
|
|
|
<h2 class="itflow-dash-section mt-4 mb-2">Financial</h2>
|
|
|
|
<?php if ($money !== null) { ?>
|
|
<div class="card mb-3 overflow-hidden">
|
|
<div class="itflow-dash-rail itflow-ov-stats">
|
|
<a href="invoices.php?client_id=<?= $client_id ?>&status=Unpaid" class="itflow-dash-rail-item">
|
|
<span class="small text-body-secondary">Balance</span>
|
|
<span class="itflow-dash-money-value <?= $money['overdue'] > 0.004 ? 'text-danger-emphasis' : '' ?>"><?= $money_format($money['balance']) ?></span>
|
|
<span class="small <?= $money['overdue'] > 0.004 ? 'text-danger-emphasis' : 'text-body-tertiary' ?>"><?= $money['overdue'] > 0.004 ? $money_format($money['overdue']) . ' overdue' : 'Nothing overdue' ?></span>
|
|
</a>
|
|
<a href="income.php?client_id=<?= $client_id ?>" class="itflow-dash-rail-item">
|
|
<span class="small text-body-secondary">Paid this year</span>
|
|
<span class="itflow-dash-money-value"><?= $money_format($money['paid_ytd']) ?></span>
|
|
<?php if ($money['paid_change'] !== null) { ?>
|
|
<span class="small"><span class="fw-semibold <?= $money['paid_change'] >= 0 ? 'text-success-emphasis' : 'text-danger-emphasis' ?>"><i class="fas fa-arrow-<?= $money['paid_change'] >= 0 ? 'up' : 'down' ?> me-1" aria-hidden="true"></i><?= abs($money['paid_change']) ?>%</span> <span class="text-body-tertiary">vs last year</span></span>
|
|
<?php } else { ?>
|
|
<span class="small text-body-tertiary">Nothing last year to compare</span>
|
|
<?php } ?>
|
|
</a>
|
|
<a href="recurring_invoices.php?client_id=<?= $client_id ?>" class="itflow-dash-rail-item">
|
|
<span class="small text-body-secondary">Recurring</span>
|
|
<span class="itflow-dash-money-value"><?= $money_format($money['recurring']) ?><span class="fs-6 fw-normal text-body-secondary">/mo</span></span>
|
|
<span class="small text-body-tertiary"><?= $num_recurring_invoices ?> recurring invoice<?= $num_recurring_invoices === 1 ? '' : 's' ?></span>
|
|
</a>
|
|
<?php if ($access['tickets'] || $money['unbilled_expenses']) {
|
|
$unbilled_total = $money['unbilled_value'] + $money['unbilled_expense_value']; ?>
|
|
<a href="unbilled_time.php?client_id=<?= $client_id ?>" class="itflow-dash-rail-item">
|
|
<span class="small text-body-secondary">Not yet invoiced</span>
|
|
<span class="itflow-dash-money-value <?= $unbilled_total > 0 ? 'text-info-emphasis' : '' ?>"><?= $money_format($unbilled_total) ?></span>
|
|
<span class="small text-body-tertiary">
|
|
<?php if ($access['tickets']) { ?><?= $money['unbilled_tickets'] ?> ticket<?= $money['unbilled_tickets'] === 1 ? '' : 's' ?><?= $money['unbilled_seconds'] && !$money['unbilled_expenses'] ? ', ' . dashboardDuration($money['unbilled_seconds']) . ' logged' : '' ?><?php } ?><?= $access['tickets'] && $money['unbilled_expenses'] ? ', ' : '' ?><?= $money['unbilled_expenses'] ? $money['unbilled_expenses'] . ' expense' . ($money['unbilled_expenses'] === 1 ? '' : 's') : '' ?>
|
|
</span>
|
|
</a>
|
|
<?php } ?>
|
|
<?php if ($access['sales'] && contractsReady()) {
|
|
$overview_contracts = contractClientActive($client_id);
|
|
$overview_contract = $overview_contracts[0] ?? null;
|
|
// Prepaid hours left across them
|
|
$overview_hours = contractHoursLeftFor(array_column($overview_contracts, 'contract_id'));
|
|
$overview_hours_left = round(array_sum(array_column($overview_hours, 'left')), 2); ?>
|
|
<a href="<?= $overview_contract && count($overview_contracts) === 1 ? 'contract.php?client_id=' . $client_id . '&contract_id=' . intval($overview_contract['contract_id']) : 'contracts.php?client_id=' . $client_id ?>" class="itflow-dash-rail-item" data-overview-contract>
|
|
<span class="small text-body-secondary">Contract</span>
|
|
<?php if ($overview_contract) {
|
|
$overview_state = contractState($overview_contract); ?>
|
|
<span class="fs-5 fw-semibold text-truncate" title="<?= escapeHtml($overview_contract['contract_name']) ?>"><?= escapeHtml($overview_contract['contract_name']) ?></span>
|
|
<span class="small <?= in_array($overview_state['key'], ['ending', 'renewing'], true) ? 'text-' . ($overview_state['key'] === 'ending' ? 'warning' : 'primary') . '-emphasis' : 'text-body-tertiary' ?>"><?= escapeHtml($overview_state['when']) ?><?= count($overview_contracts) > 1 ? ' · ' . (count($overview_contracts) - 1) . ' more' : '' ?></span>
|
|
<?php if ($overview_hours) { ?>
|
|
<span class="small <?= $overview_hours_left > 0 ? 'text-body-tertiary' : 'text-warning-emphasis' ?>" data-overview-hours><i class="fas fa-hourglass-half me-1" aria-hidden="true"></i><?= escapeHtml(contractHoursText($overview_hours_left)) ?> prepaid left</span>
|
|
<?php } ?>
|
|
<?php } else { ?>
|
|
<span class="fs-5 fw-semibold text-body-tertiary">None</span>
|
|
<span class="small text-body-tertiary">No contract in force</span>
|
|
<?php } ?>
|
|
</a>
|
|
<?php } ?>
|
|
<div class="itflow-dash-rail-item">
|
|
<?php
|
|
// The contract in force sets the rate and net terms, where it has them - else the defaults
|
|
$overview_terms = contractClientTerms($client_id);
|
|
$overview_rate = $overview_terms['rate'];
|
|
[$overview_net, $overview_net_from] = $overview_terms['net_terms'];
|
|
[$overview_after, $overview_after_from] = $overview_terms['after_hours'];
|
|
$overview_from = $overview_rate['contract_name'] ?: ($overview_net_from ?: $overview_after_from);
|
|
?>
|
|
<span class="small text-body-secondary">Terms</span>
|
|
<span class="itflow-dash-money-value"><?= $money_format($overview_rate['rate']) ?><span class="fs-6 fw-normal text-body-secondary">/hr</span></span>
|
|
<span class="small text-body-tertiary"><?= $overview_net ? "Net $overview_net" : 'Due on receipt' ?><?= $overview_after > 0 ? ', ' . $money_format($overview_after) . '/hr after hours' : '' ?><?= $client_tax_id_number ? ", tax ID $client_tax_id_number" : '' ?></span>
|
|
<?php if ($overview_from !== '') { ?>
|
|
<span class="small text-body-tertiary text-truncate" data-overview-terms-contract title="While it is in force, the contract's rates and net terms apply - the defaults for what it leaves empty"><i class="fas fa-file-contract me-1" aria-hidden="true"></i>From <?= escapeHtml($overview_from) ?></span>
|
|
<?php } else { ?>
|
|
<span class="small text-body-tertiary text-truncate" data-overview-terms-default title="No contract in force sets them - the defaults in Admin > Settings > Defaults apply"><i class="fas fa-sliders-h me-1" aria-hidden="true"></i>The defaults</span>
|
|
<?php } ?>
|
|
<?php
|
|
$overview_tax = taxClient($client_id);
|
|
$overview_rate = taxRow(taxDefaultFor($client_id));
|
|
?>
|
|
<span class="small <?= $overview_tax['exempt'] && $overview_tax['expired'] ? 'text-warning-emphasis' : 'text-body-tertiary' ?>"<?= $overview_tax['exempt'] ? ' title="' . escapeHtml(taxExemptText($overview_tax)) . '"' : '' ?>>
|
|
<?= $overview_tax['exempt'] ? ($overview_tax['expired'] ? 'Tax exempt - certificate expired' : 'Tax exempt') : ($overview_rate ? 'Tax: ' . escapeHtml(taxLabel($overview_rate)) : 'No tax rate') ?>
|
|
</span>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<?php } ?>
|
|
|
|
<div class="row g-3 mb-3">
|
|
<?php if ($open_invoices !== null) { ?>
|
|
<div class="col-xl-8">
|
|
<div class="card h-100 mb-0">
|
|
<div class="card-header d-flex align-items-center">
|
|
<h3 class="card-title mb-0 me-auto">Unpaid invoices</h3>
|
|
<a class="small" href="invoices.php?client_id=<?= $client_id ?>">All invoices</a>
|
|
</div>
|
|
<?php if ($open_invoices['invoices']) { ?>
|
|
<div class="list-group list-group-flush">
|
|
<?php foreach ($open_invoices['invoices'] as $invoice) {
|
|
$days_over = (int) (new DateTime('today'))->diff(new DateTime($invoice['invoice_due']))->format('%r%a') * -1;
|
|
?>
|
|
<a href="invoice.php?client_id=<?= $client_id ?>&invoice_id=<?= intval($invoice['invoice_id']) ?>" class="list-group-item list-group-item-action d-flex align-items-center gap-3 py-2">
|
|
<span class="flex-grow-1 overflow-hidden">
|
|
<span class="d-block text-truncate"><span class="fw-semibold me-2"><?= escapeHtml($invoice['invoice_prefix'] . $invoice['invoice_number']) ?></span><span class="text-body-secondary"><?= escapeHtml($invoice['invoice_scope']) ?></span></span>
|
|
<span class="d-block small <?= $days_over > 0 ? 'text-danger-emphasis' : 'text-body-secondary' ?>">
|
|
<?= $days_over > 0 ? "$days_over day" . ($days_over === 1 ? '' : 's') . ' overdue' : 'Due ' . escapeHtml(date('M j', strtotime($invoice['invoice_due']))) ?>
|
|
<?= $invoice['invoice_status'] === 'Partial' ? ', part paid' : '' ?>
|
|
</span>
|
|
</span>
|
|
<span class="fw-semibold text-nowrap"><?= $money_format($invoice['balance']) ?></span>
|
|
</a>
|
|
<?php } ?>
|
|
</div>
|
|
<?php if ($open_invoices['total'] > count($open_invoices['invoices'])) { ?>
|
|
<a class="card-footer small text-decoration-none py-2" href="invoices.php?client_id=<?= $client_id ?>&status=Unpaid"><?= $open_invoices['total'] - count($open_invoices['invoices']) ?> more unpaid</a>
|
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<?php } ?>
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<?php } else { ?>
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<div class="card-body text-center text-body-secondary py-4">
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<i class="fas fa-check-circle fa-2x mb-2 d-block text-success" aria-hidden="true"></i>
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All invoices are paid.
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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 class="col-xl-4">
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<div class="card h-100 mb-0">
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|
<div class="card-header d-flex align-items-center">
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<h3 class="card-title mb-0 me-auto">Recurring invoices</h3>
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<a class="small" href="recurring_invoices.php?client_id=<?= $client_id ?>">View all</a>
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</div>
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<?php if ($recurring_invoices) { ?>
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<div class="list-group list-group-flush">
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|
<?php foreach ($recurring_invoices as $recurring) { ?>
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<a href="recurring_invoice.php?client_id=<?= $client_id ?>&recurring_invoice_id=<?= intval($recurring['recurring_invoice_id']) ?>" class="list-group-item list-group-item-action d-flex align-items-center gap-3 py-2">
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|
<span class="flex-grow-1 overflow-hidden">
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|
<span class="d-block text-truncate"><?= escapeHtml($recurring['recurring_invoice_scope'] ?: $recurring['recurring_invoice_prefix'] . $recurring['recurring_invoice_number']) ?></span>
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<span class="d-block small text-body-secondary"><?= recurringInvoiceFrequencies()[$recurring['recurring_invoice_frequency']] ?? 'Monthly' ?>, next <?= escapeHtml(date('M j', strtotime($recurring['recurring_invoice_next_date']))) ?></span>
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</span>
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<span class="fw-semibold text-nowrap"><?= $money_format($recurring['recurring_invoice_amount']) ?></span>
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</a>
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<?php } ?>
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</div>
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<?php } else { ?>
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<div class="card-body text-center text-body-secondary py-4 small">No recurring invoices.</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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|
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<?php if ($chart_data) { ?>
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|
<div class="col-12">
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|
<div class="card mb-0">
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|
<div class="card-header d-flex align-items-center">
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|
<h3 class="card-title mb-0 me-auto">Invoiced and paid</h3>
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|
<span class="small text-body-secondary">Last 12 months</span>
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</div>
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<?php if (array_sum($chart_data['monthly']['invoiced']) + array_sum($chart_data['monthly']['paid']) > 0) { ?>
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|
<div class="card-body">
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<div class="itflow-dash-chart"><canvas id="clientMonthly" aria-label="Invoiced and paid per month"></canvas></div>
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</div>
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<?php } else { ?>
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<div class="card-body text-center text-body-secondary py-4 small">Nothing invoiced or paid in the last 12 months.</div>
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<?php } ?>
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</div>
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</div>
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|
<?php } ?>
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</div>
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|
|
|
<?php } ?>
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|
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</div>
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|
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|
|
|
<?php require_once "../includes/footer.php"; ?>
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|
|
|
<?php if ($chart_data) { ?>
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|
<script>window.itflowClientOverviewData = <?= json_encode($chart_data, JSON_HEX_TAG | JSON_HEX_AMP | JSON_INVALID_UTF8_SUBSTITUTE) ?>;</script>
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|
<?php } ?>
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|
<script src="/js/client_overview.js"></script>
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