mirror of https://github.com/itflow-org/itflow
495 lines
28 KiB
PHP
495 lines
28 KiB
PHP
<?php
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// Default Column Sortby/Order Filter
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$sort = "client_accessed_at";
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$order = "DESC";
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require_once "includes/inc_all.php";
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// Perms
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enforceUserPermission('module_client');
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// Leads Query
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$leads = 0;
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if (isset($_GET['leads'])) {
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$leads = intval($_GET['leads']);
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}
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if ($leads == 1){
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$leads_query = 1;
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} else {
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$leads_query = 0;
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}
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// Tags Filter
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if (isset($_GET['tags']) && is_array($_GET['tags']) && !empty($_GET['tags'])) {
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// Sanitize each element of the status array
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$sanitizedTags = array();
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foreach ($_GET['tags'] as $tag) {
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// Escape each status to prevent SQL injection
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$sanitizedTags[] = "'" . intval($tag) . "'";
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}
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// Convert the sanitized tags into a comma-separated string
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$sanitizedTagsString = implode(",", $sanitizedTags);
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$tag_query = "AND tags.tag_id IN ($sanitizedTagsString)";
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} else {
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$tag_query = '';
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}
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// Industry Filter
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if (isset($_GET['industry']) & !empty($_GET['industry'])) {
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$industry_query = "AND (clients.client_type = '" . sanitizeInput($_GET['industry']) . "')";
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$industry = nullable_htmlentities($_GET['industry']);
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} else {
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// Default - any
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$industry_query = '';
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$industry = '';
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}
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// Referral Filter
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if (isset($_GET['referral']) & !empty($_GET['referral'])) {
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$referral_query = "AND (clients.client_referral = '" . sanitizeInput($_GET['referral']) . "')";
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$referral = nullable_htmlentities($_GET['referral']);
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} else {
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// Default - any
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$referral_query = '';
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$referral = '';
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}
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//Rebuild URL
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$url_query_strings_sort = http_build_query($get_copy);
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$sql = mysqli_query(
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$mysqli,
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"
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SELECT SQL_CALC_FOUND_ROWS clients.*, contacts.*, locations.*, GROUP_CONCAT(tag_name)
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FROM clients
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LEFT JOIN contacts ON clients.client_id = contacts.contact_client_id AND contact_primary = 1
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LEFT JOIN locations ON clients.client_id = locations.location_client_id AND location_primary = 1
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LEFT JOIN client_tags ON client_tags.client_id = clients.client_id
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LEFT JOIN tags ON tags.tag_id = client_tags.tag_id
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WHERE (client_name LIKE '%$q%' OR client_type LIKE '%$q%' OR client_referral LIKE '%$q%'
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OR contact_email LIKE '%$q%' OR contact_name LIKE '%$q%' OR contact_phone LIKE '%$phone_query%'
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OR contact_mobile LIKE '%$phone_query%' OR location_address LIKE '%$q%'
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OR location_city LIKE '%$q%' OR location_state LIKE '%$q%' OR location_zip LIKE '%$q%'
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OR tag_name LIKE '%$q%' OR client_tax_id_number LIKE '%$q%')
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AND client_$archive_query
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AND DATE(client_created_at) BETWEEN '$dtf' AND '$dtt'
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AND client_lead = $leads
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$access_permission_query
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$tag_query
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$industry_query
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$referral_query
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GROUP BY client_id
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ORDER BY $sort $order
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LIMIT $record_from, $record_to
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");
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$num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
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?>
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<div class="card card-dark">
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<div class="card-header py-2">
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<h3 class="card-title mt-2"><i class="fa fa-fw fa-user-friends mr-2"></i><?php if($leads == 0){ echo "Client"; } else { echo "Lead"; } ?> Management</h3>
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<div class="card-tools">
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<?php if (lookupUserPermission("module_client") >= 2) { ?>
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<div class="btn-group">
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<button type="button" class="btn btn-primary" data-toggle="modal" data-target="#addClientModal">
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<i class="fas fa-plus mr-2"></i>New
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<?php if ($leads == 0) { echo "Client"; } else { echo "Lead"; } ?>
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</button>
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<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-toggle="dropdown"></button>
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<div class="dropdown-menu">
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<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#importClientModal">
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<i class="fa fa-fw fa-upload mr-2"></i>Import
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</a>
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<div class="dropdown-divider"></div>
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<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#exportClientModal">
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<i class="fa fa-fw fa-download mr-2"></i>Export
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</a>
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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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<div class="card-body p-2 p-md-3">
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<form class="mb-4" autocomplete="off">
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<input type="hidden" name="leads" value="<?php echo $leads; ?>">
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<input type="hidden" name="archived" value="<?php echo $archived; ?>">
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<div class="row">
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<div class="col-md-4">
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<div class="input-group">
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<input type="search" class="form-control" name="q" value="<?php if (isset($q)) { echo stripslashes(nullable_htmlentities($q)); } ?>" placeholder="Search <?php if($leads == 0){ echo "clients"; } else { echo "leads"; } ?>" autofocus>
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<div class="input-group-append">
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<button class="btn btn-secondary" type="button" data-toggle="collapse" data-target="#advancedFilter"><i class="fas fa-filter"></i></button>
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<button class="btn btn-primary"><i class="fa fa-search"></i></button>
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</div>
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</div>
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</div>
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<div class="col-md-8">
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<div class="btn-toolbar float-right">
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<div class="btn-group mr-2">
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<a href="?leads=0" class="btn btn-<?php if ($leads == 0){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-user-friends mr-2"></i>Clients</a>
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<a href="?leads=1" class="btn btn-<?php if ($leads == 1){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-bullhorn mr-2"></i>Leads</a>
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</div>
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<div class="btn-group mr-2">
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<a href="?<?php echo $url_query_strings_sort ?>&archived=<?php if($archived == 1){ echo 0; } else { echo 1; } ?>"
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class="btn btn-<?php if ($archived == 1) { echo "primary"; } else { echo "default"; } ?>">
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<i class="fa fa-fw fa-archive mr-2"></i>Archived
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</a>
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</div>
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</div>
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</div>
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</div>
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<div
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class="collapse mt-3
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<?php
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if (
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isset($_GET['dtf'])
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|| isset($_GET['industry'])
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|| isset($_GET['referral'])
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|| (isset($_GET['tags']) && is_array($_GET['tags']))
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|| $_GET['canned_date'] !== "custom" )
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{
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echo "show";
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}
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?>
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"
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id="advancedFilter"
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>
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<div class="row">
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<div class="col-md-2">
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<div class="form-group">
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<label>Canned date</label>
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<select onchange="this.form.submit()" class="form-control select2" name="canned_date">
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<option <?php if ($_GET['canned_date'] == "custom") { echo "selected"; } ?> value="custom">Custom</option>
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<option <?php if ($_GET['canned_date'] == "today") { echo "selected"; } ?> value="today">Today</option>
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<option <?php if ($_GET['canned_date'] == "yesterday") { echo "selected"; } ?> value="yesterday">Yesterday</option>
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<option <?php if ($_GET['canned_date'] == "thisweek") { echo "selected"; } ?> value="thisweek">This Week</option>
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<option <?php if ($_GET['canned_date'] == "lastweek") { echo "selected"; } ?> value="lastweek">Last Week</option>
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<option <?php if ($_GET['canned_date'] == "thismonth") { echo "selected"; } ?> value="thismonth">This Month</option>
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<option <?php if ($_GET['canned_date'] == "lastmonth") { echo "selected"; } ?> value="lastmonth">Last Month</option>
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<option <?php if ($_GET['canned_date'] == "thisyear") { echo "selected"; } ?> value="thisyear">This Year</option>
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<option <?php if ($_GET['canned_date'] == "lastyear") { echo "selected"; } ?> value="lastyear">Last Year</option>
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</select>
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</div>
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</div>
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<div class="col-md-2">
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<div class="form-group">
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<label>Date from</label>
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<input onchange="this.form.submit()" type="date" class="form-control" name="dtf" max="2999-12-31" value="<?php echo nullable_htmlentities($dtf); ?>">
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</div>
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</div>
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<div class="col-md-2">
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<div class="form-group">
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<label>Date to</label>
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<input onchange="this.form.submit()" type="date" class="form-control" name="dtt" max="2999-12-31" value="<?php echo nullable_htmlentities($dtt); ?>">
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</div>
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</div>
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<div class="col-md-2">
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<div class="form-group">
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<label>Tag</label>
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<select onchange="this.form.submit()" class="form-control select2" name="tags[]" data-placeholder="- Select Tags -" multiple>
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<?php
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$sql_tags = mysqli_query($mysqli, "SELECT * FROM tags WHERE tag_type = 1");
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while ($row = mysqli_fetch_array($sql_tags)) {
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$tag_id = intval($row['tag_id']);
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$tag_name = nullable_htmlentities($row['tag_name']); ?>
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<option value="<?php echo $tag_id ?>" <?php if (isset($_GET['tags']) && is_array($_GET['tags']) && in_array($tag_id, $_GET['tags'])) { echo 'selected'; } ?>> <?php echo $tag_name ?> </option>
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<?php } ?>
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</select>
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</div>
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</div>
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<div class="col-sm-2">
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<div class="form-group">
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<label>Industry</label>
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<select class="form-control select2" name="industry" onchange="this.form.submit()">
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<option value="" <?php if ($industry == "") { echo "selected"; } ?>>- All Industries -</option>
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<?php
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$sql_industries_filter = mysqli_query($mysqli, "SELECT DISTINCT client_type FROM clients WHERE client_archived_at IS NULL AND client_type != '' ORDER BY client_type ASC");
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while ($row = mysqli_fetch_array($sql_industries_filter)) {
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$industry_name = nullable_htmlentities($row['client_type']);
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?>
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<option <?php if ($industry_name == $industry) { echo "selected"; } ?>><?php echo $industry_name; ?></option>
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<?php
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}
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?>
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</select>
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</div>
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</div>
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<div class="col-sm-2">
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<div class="form-group">
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<label>Referral</label>
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<select class="form-control select2" name="referral" onchange="this.form.submit()">
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<option value="" <?php if ($referral == "") { echo "selected"; } ?>>- All Referrals -</option>
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<?php
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$sql_referrals_filter = mysqli_query($mysqli, "SELECT DISTINCT client_referral FROM clients WHERE client_archived_at IS NULL AND client_referral != '' ORDER BY client_referral ASC");
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while ($row = mysqli_fetch_array($sql_referrals_filter)) {
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$referral_name = nullable_htmlentities($row['client_referral']);
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?>
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<option <?php if ($referral_name == $referral) { echo "selected"; } ?>><?php echo $referral_name; ?></option>
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<?php
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}
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?>
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</select>
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</div>
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</div>
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</div>
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</div>
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</form>
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<hr>
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<div class="table-responsive-sm">
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<table class="table table-striped table-hover table-borderless">
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<thead class="<?php if ($num_rows[0] == 0) { echo "d-none"; } ?>">
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<tr>
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<th>
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<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=client_name&order=<?php echo $disp; ?>">
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Client Name <?php if ($sort == 'client_name') { echo $order_icon; } ?>
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</a>
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</th>
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<th>
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<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=location_city&order=<?php echo $disp; ?>">
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Primary Location <?php if ($sort == 'location_city') { echo $order_icon; } ?>
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</a>
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</th>
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<th>
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<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=contact_name&order=<?php echo $disp; ?>">
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Primary Contact
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<?php if ($sort == 'contact_name') { echo $order_icon; } ?>
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</a>
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</th>
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<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?> <th class="text-right">Billing</th> <?php } ?>
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<?php if (lookupUserPermission("module_client") >= 2) { ?> <th class="text-center">Action</th> <?php } ?>
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</tr>
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</thead>
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<tbody>
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<?php
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while ($row = mysqli_fetch_array($sql)) {
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$client_id = intval($row['client_id']);
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$client_name = nullable_htmlentities($row['client_name']);
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$client_type = nullable_htmlentities($row['client_type']);
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$location_id = intval($row['location_id']);
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$location_country = nullable_htmlentities($row['location_country']);
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$location_address = nullable_htmlentities($row['location_address']);
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$location_city = nullable_htmlentities($row['location_city']);
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$location_state = nullable_htmlentities($row['location_state']);
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$location_zip = nullable_htmlentities($row['location_zip']);
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if (empty($location_address) && empty($location_city) && empty($location_state) && empty($location_zip)) {
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$location_address_display = "-";
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} else {
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$location_address_display = "$location_address<br>$location_city $location_state $location_zip";
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}
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$contact_id = intval($row['contact_id']);
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$contact_name = nullable_htmlentities($row['contact_name']);
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$contact_title = nullable_htmlentities($row['contact_title']);
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$contact_phone = formatPhoneNumber($row['contact_phone']);
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$contact_extension = nullable_htmlentities($row['contact_extension']);
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$contact_mobile = formatPhoneNumber($row['contact_mobile']);
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$contact_email = nullable_htmlentities($row['contact_email']);
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$client_website = nullable_htmlentities($row['client_website']);
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$client_rate = floatval($row['client_rate']);
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$client_currency_code = nullable_htmlentities($row['client_currency_code']);
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$client_net_terms = intval($row['client_net_terms']);
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$client_tax_id_number = nullable_htmlentities($row['client_tax_id_number']);
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$client_referral = nullable_htmlentities($row['client_referral']);
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$client_abbreviation = nullable_htmlentities($row['client_abbreviation']);
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$client_notes = nullable_htmlentities($row['client_notes']);
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$client_created_at = date('Y-m-d', strtotime($row['client_created_at']));
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$client_updated_at = nullable_htmlentities($row['client_updated_at']);
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$client_archived_at = nullable_htmlentities($row['client_archived_at']);
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$client_is_lead = intval($row['client_lead']);
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// Client Tags
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$client_tag_name_display_array = array();
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$client_tag_id_array = array();
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$sql_client_tags = mysqli_query($mysqli, "SELECT * FROM client_tags LEFT JOIN tags ON client_tags.tag_id = tags.tag_id WHERE client_id = $client_id ORDER BY tag_name ASC");
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while ($row = mysqli_fetch_array($sql_client_tags)) {
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$client_tag_id = intval($row['tag_id']);
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$client_tag_name = nullable_htmlentities($row['tag_name']);
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$client_tag_color = nullable_htmlentities($row['tag_color']);
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if (empty($client_tag_color)) {
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$client_tag_color = "dark";
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}
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$client_tag_icon = nullable_htmlentities($row['tag_icon']);
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if (empty($client_tag_icon)) {
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$client_tag_icon = "tag";
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}
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$client_tag_id_array[] = $client_tag_id;
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$client_tag_name_display_array[] = "<a href='clients.php?tags[]=$client_tag_id'><span class='badge text-light p-1 mr-1' style='background-color: $client_tag_color;'><i class='fa fa-fw fa-$client_tag_icon mr-2'></i>$client_tag_name</span></a>";
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}
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$client_tags_display = implode('', $client_tag_name_display_array);
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//Add up all the payments for the invoice and get the total amount paid to the invoice
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$sql_invoice_amounts = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_amounts FROM invoices WHERE invoice_client_id = $client_id AND invoice_status NOT LIKE 'Draft' AND invoice_status NOT LIKE 'Cancelled' ");
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$row = mysqli_fetch_array($sql_invoice_amounts);
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$invoice_amounts = floatval($row['invoice_amounts']);
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$sql_amount_paid = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS amount_paid FROM payments, invoices WHERE payment_invoice_id = invoice_id AND invoice_client_id = $client_id");
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$row = mysqli_fetch_array($sql_amount_paid);
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$amount_paid = floatval($row['amount_paid']);
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$balance = $invoice_amounts - $amount_paid;
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//set Text color on balance
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if ($balance > 0) {
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$balance_text_color = "text-danger font-weight-bold";
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} else {
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$balance_text_color = "";
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}
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//Get Monthly Recurring Total
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$sql_recurring_monthly_total = mysqli_query($mysqli, "SELECT SUM(recurring_amount) AS recurring_monthly_total FROM recurring WHERE recurring_status = 1 AND recurring_frequency = 'month' AND recurring_client_id = $client_id");
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$row = mysqli_fetch_array($sql_recurring_monthly_total);
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$recurring_monthly_total = floatval($row['recurring_monthly_total']);
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//Get Yearly Recurring Total
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$sql_recurring_yearly_total = mysqli_query($mysqli, "SELECT SUM(recurring_amount) AS recurring_yearly_total FROM recurring WHERE recurring_status = 1 AND recurring_frequency = 'year' AND recurring_client_id = $client_id");
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$row = mysqli_fetch_array($sql_recurring_yearly_total);
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$recurring_yearly_total = floatval($row['recurring_yearly_total']) / 12;
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$recurring_monthly = $recurring_monthly_total + $recurring_yearly_total;
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?>
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<tr>
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<td>
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<a data-toggle="tooltip" data-placement="right" title="Client ID: <?php echo $client_id; ?>" class="font-weight-bold" href="client_overview.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?></a>
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<?php
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if (!empty($client_type)) {
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?>
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<div class="text-secondary mt-1">
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<?php echo $client_type; ?>
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</div>
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<?php } ?>
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<?php
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if (!empty($client_tags_display)) { ?>
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<div class="mt-1">
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<?php echo $client_tags_display; ?>
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</div>
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<?php } ?>
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<div class="mt-1 text-secondary">
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<small><strong>Created: </strong> <?php echo $client_created_at; ?></small>
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</div>
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</td>
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<td><?php echo $location_address_display; ?></td>
|
|
<td>
|
|
<?php
|
|
if (empty($contact_name) && empty($contact_phone) && empty($contact_mobile) && empty($client_email)) {
|
|
echo "-";
|
|
}
|
|
|
|
if (!empty($contact_name)) { ?>
|
|
<div class="text-bold">
|
|
<i class="fa fa-fw fa-user text-secondary mr-2 mb-2"></i><?php echo $contact_name; ?>
|
|
</div>
|
|
<?php } else {
|
|
echo "-";
|
|
}
|
|
|
|
if (!empty($contact_phone)) { ?>
|
|
<div class="mt-1">
|
|
<i class="fa fa-fw fa-phone text-secondary mr-2 mb-2"></i><?php echo $contact_phone; ?> <?php if (!empty($contact_extension)) { echo "x$contact_extension"; } ?>
|
|
</div>
|
|
<?php }
|
|
|
|
if (!empty($contact_mobile)) { ?>
|
|
<div class="mt-1">
|
|
<i class="fa fa-fw fa-mobile-alt text-secondary mr-2"></i><?php echo $contact_mobile; ?>
|
|
</div>
|
|
<?php }
|
|
|
|
if (!empty($contact_email)) { ?>
|
|
<div class="mt-1">
|
|
<i class="fa fa-fw fa-envelope text-secondary mr-2"></i><a href="mailto:<?php echo $contact_email; ?>"><?php echo $contact_email; ?></a><button class='btn btn-sm clipboardjs' data-clipboard-text='<?php echo $contact_email; ?>'><i class='far fa-copy text-secondary'></i></button>
|
|
</div>
|
|
<?php } ?>
|
|
</td>
|
|
|
|
<!-- Show Billing if perms & if accounting module is enabled -->
|
|
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?>
|
|
<td class="text-right">
|
|
<div class="mt-1">
|
|
<span class="text-secondary">Balance</span> <span class="<?php echo $balance_text_color; ?>"><?php echo numfmt_format_currency($currency_format, $balance, $session_company_currency); ?></span>
|
|
</div>
|
|
<div class="mt-1">
|
|
<span class="text-secondary">Paid</span> <?php echo numfmt_format_currency($currency_format, $amount_paid, $session_company_currency); ?>
|
|
</div>
|
|
<div class="mt-1">
|
|
<span class="text-secondary">Monthly</span> <?php echo numfmt_format_currency($currency_format, $recurring_monthly, $session_company_currency); ?>
|
|
</div>
|
|
<div class="mt-1">
|
|
<span class="text-secondary">Hourly Rate</span> <?php echo numfmt_format_currency($currency_format, $client_rate, $session_company_currency); ?>
|
|
</div>
|
|
</td>
|
|
<?php } ?>
|
|
|
|
<!-- Actions -->
|
|
<?php if (lookupUserPermission("module_client") >= 2) { ?>
|
|
<td>
|
|
<div class="dropdown dropleft text-center">
|
|
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
|
|
<i class="fas fa-ellipsis-h"></i>
|
|
</button>
|
|
<div class="dropdown-menu">
|
|
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#editClientModal<?php echo $client_id; ?>">
|
|
<i class="fas fa-fw fa-edit mr-2"></i>Edit
|
|
</a>
|
|
|
|
<?php if (empty($client_archived_at)) { ?>
|
|
<div class="dropdown-divider"></div>
|
|
<a class="dropdown-item text-danger confirm-link" href="post.php?archive_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
|
|
<i class="fas fa-fw fa-archive mr-2"></i>Archive
|
|
</a>
|
|
<?php } ?>
|
|
|
|
</div>
|
|
</div>
|
|
</td>
|
|
<?php } ?>
|
|
</tr>
|
|
|
|
<?php
|
|
|
|
require "client_edit_modal.php";
|
|
|
|
|
|
} ?>
|
|
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
<?php require_once "includes/filter_footer.php";
|
|
?>
|
|
</div>
|
|
</div>
|
|
|
|
<?php
|
|
require_once "client_add_modal.php";
|
|
|
|
require_once "client_import_modal.php";
|
|
|
|
require_once "client_export_modal.php";
|
|
|
|
require_once "includes/footer.php";
|
|
|