itflow/agent/modals/client/client_statement.php

<?php

/*
 * Send a client's statement - their invoices for a period, open ones only or
 * paid too - to the contacts picked, with a note and the PDF, or download
 * it. ?client_id=. Posts send_statement.
 */

require_once '../../../includes/modal_header.php';

enforceUserPermission('module_sales', 2);

$client_id = intval($_GET['client_id']);

enforceClientAccess();

$sql = mysqli_query($mysqli, "SELECT client_currency_code, client_name FROM clients WHERE client_id = $client_id LIMIT 1");
$row = mysqli_fetch_assoc($sql);
$client_name = escapeHtml($row['client_name']);
$client_currency_code = escapeHtml($row['client_currency_code']);

if (empty($client_currency_code)) {
    $client_currency_code = $session_company_currency;
}

// What the client owes right now, shown as context so the agent knows roughly
// what is about to go out. Deliberately not filtered by the date range below -
// this is the standing balance, not a preview of the statement.
$row = mysqli_fetch_assoc(mysqli_query(
    $mysqli,
    "SELECT IFNULL(SUM(invoice_amount), 0) - IFNULL(SUM(amount_paid), 0) AS balance,
        COUNT(invoice_id) AS invoice_count FROM invoices
    LEFT JOIN (
        SELECT payment_invoice_id, SUM(payment_amount) AS amount_paid FROM payments
        WHERE payment_archived_at IS NULL
        GROUP BY payment_invoice_id
    ) AS invoice_payments ON payment_invoice_id = invoice_id
    WHERE invoice_client_id = $client_id
    AND invoice_status NOT IN ('Draft', 'Cancelled', 'Non-Billable')"
));
$outstanding_balance = floatval($row['balance']);

// Statement recipients follow the invoice rules - a statement is a billing
// document, so the same people who would get the invoice get the statement.
$sql_contacts = mysqli_query(
    $mysqli,
    "SELECT contact_billing, contact_email, contact_id, contact_photo, contact_name, contact_primary, contact_title
    FROM contacts
    WHERE contact_client_id = $client_id
    AND contact_archived_at IS NULL
    AND contact_email IS NOT NULL
    AND contact_email != ''
    " . documentContactFilterSql('invoice') . "
    ORDER BY contact_primary DESC, contact_billing DESC, contact_name ASC"
);

$contact_count = mysqli_num_rows($sql_contacts);

$default_contact_ids = [];
$sql_defaults = mysqli_query(
    $mysqli,
    "SELECT contact_id FROM contacts
    WHERE contact_client_id = $client_id
    AND contact_archived_at IS NULL
    AND contact_email IS NOT NULL
    AND contact_email != ''
    " . documentDefaultContactFilterSql('invoice')
);
while ($row = mysqli_fetch_assoc($sql_defaults)) {
    $default_contact_ids[] = intval($row['contact_id']);
}

ob_start();

?>

<div class="modal-header bg-dark">
    <h5 class="modal-title text-white">
        <i class="fa fa-fw fa-file-alt me-2"></i>Send Account Statement
        <span class="fw-normal text-white-50 ms-1"><?= $client_name ?></span>
    </h5>
    <button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off" id="clientStatement<?= $client_id ?>">
    <input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
    <input type="hidden" name="client_id" value="<?= $client_id ?>">

    <div class="modal-body">

        <?php if ($contact_count == 0) { ?>

            <p class="text-muted mb-0">
                This client has no primary or billing contact with an email address, so there is
                nobody to send a statement to. Flag a contact as billing first.
            </p>

        <?php } else { ?>

            <div class="alert alert-secondary">
                <i class="fa fa-fw fa-balance-scale me-2"></i>Current outstanding balance:
                <strong><?= numfmt_format_currency($currency_format, $outstanding_balance, $client_currency_code) ?></strong>
            </div>

            <h6 class="text-bold">Statement Options</h6>

            <div class="row g-2">
                <div class="col-sm-6 mb-3">
                    <label>From</label>
                    <div class="input-group">
                        <span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
                        <input type="date" class="form-control" name="dtf" max="2999-12-31" data-statement-option>
                    </div>
                    <small class="text-muted">Leave blank for all history</small>
                </div>
                <div class="col-sm-6 mb-3">
                    <label>To</label>
                    <div class="input-group">
                        <span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
                        <input type="date" class="form-control" name="dtt" max="2999-12-31" value="<?= date("Y-m-d") ?>" data-statement-option>
                    </div>
                </div>
            </div>

            <div class="mb-3">
                <div class="form-check">
                    <input type="checkbox" class="form-check-input" id="statementIncludePaid" name="include_paid" value="1" data-statement-option>
                    <label class="form-check-label" for="statementIncludePaid">
                        Include paid invoices
                        <span class="text-muted">- off means outstanding items only</span>
                    </label>
                </div>
            </div>

            <a class="btn btn-sm btn-outline-secondary mb-1" href="post.php?export_client_statement_pdf=<?= $client_id ?>&amp;csrf_token=<?= $_SESSION['csrf_token'] ?>" target="_blank" data-statement-pdf>
                <i class="fas fa-fw fa-file-pdf me-1"></i>Download PDF
            </a>

            <hr>

            <h6 class="text-bold">Email Options</h6>

            <label class="mb-2">Send to <strong class="text-danger">*</strong></label>

            <div class="list-group mb-0">

                <?php

                while ($row = mysqli_fetch_assoc($sql_contacts)) {
                    $contact_id = intval($row['contact_id']);
                    $contact_name = escapeHtml($row['contact_name']);
                    $contact_email = escapeHtml($row['contact_email']);
                    $contact_title = escapeHtml($row['contact_title']);

                    $contact_checked = in_array($contact_id, $default_contact_ids, true);

                    ?>

                    <label class="list-group-item d-flex align-items-center gap-2" for="statementContact<?= $contact_id ?>">
                        <input type="checkbox" class="form-check-input flex-shrink-0 m-0" name="contacts[]"
                            id="statementContact<?= $contact_id ?>" value="<?= $contact_id ?>"
                            <?php if ($contact_checked) { echo "checked"; } ?>>
                        <?= contactAvatar($client_id, $contact_id, $row['contact_name'], $row['contact_photo'], 'sm') ?>
                        <span class="min-w-0">
                            <span class="d-flex flex-wrap align-items-center column-gap-1">
                                <strong><?= $contact_name ?></strong>
                                <?= contactFlagPills($row, false) ?>
                                <?php if ($contact_title) { ?><span class="text-body-secondary small"><?= $contact_title ?></span><?php } ?>
                            </span>
                            <span class="d-block small text-body-secondary text-truncate"><?= $contact_email ?></span>
                        </span>
                    </label>

                    <?php

                }

                ?>

            </div>

            <label class="form-label mt-3">Message <span class="text-body-secondary fw-normal small">in the email, above the statement</span></label>
            <div class="input-group mb-3">
                <span class="input-group-text align-items-start pt-2"><i class="fas fa-fw fa-comment"></i></span>
                <textarea class="form-control" name="note" rows="2" maxlength="2000" placeholder="Optional - a word of your own"></textarea>
            </div>

            <div class="form-check form-switch mb-0">
                <input class="form-check-input" type="checkbox" role="switch" name="attach_pdf" value="1" id="statementPdf<?= $client_id ?>" <?= billingReminderRules()['attach_pdf'] ? 'checked' : '' ?>>
                <label class="form-check-label" for="statementPdf<?= $client_id ?>">Attach the statement as a PDF</label>
            </div>

        <?php } ?>

    </div>
    <div class="modal-footer">
        <?php if ($contact_count > 0) { ?>
            <button type="submit" name="send_statement" class="btn btn-primary text-bold">
                <i class="fa fa-fw fa-paper-plane me-2"></i>Send Statement
            </button>
        <?php } ?>
        <button type="button" class="btn btn-light" data-bs-dismiss="modal">
            <i class="fa fa-fw fa-times me-2"></i>Cancel
        </button>
    </div>
</form>

<script>
(function () {
    // Download PDF follows the period and options picked
    var form = document.getElementById('clientStatement<?= $client_id ?>');
    if (!form || form.dataset.wired) {
        return;
    }
    form.dataset.wired = '1';
    var link = form.querySelector('[data-statement-pdf]');
    if (!link) {
        return;
    }
    var base = link.getAttribute('href');
    function update() {
        var url = base;
        form.querySelectorAll('[data-statement-option]').forEach(function (input) {
            if (input.type === 'checkbox' ? input.checked : input.value) {
                url += '&' + encodeURIComponent(input.name) + '=' + encodeURIComponent(input.type === 'checkbox' ? '1' : input.value);
            }
        });
        link.setAttribute('href', url);
    }
    form.addEventListener('change', update);
    update();
})();
</script>

<?php
require_once '../../../includes/modal_footer.php';