itflow/quote.php

640 lines
33 KiB
PHP

<?php
// If client_id is in URI then show client Side Bar and client header
if (isset($_GET['client_id'])) {
require_once "includes/inc_all_client.php";
} else {
require_once "includes/inc_all.php";
}
// Perms
enforceUserPermission('module_sales');
if (isset($_GET['quote_id'])) {
$quote_id = intval($_GET['quote_id']);
$sql = mysqli_query(
$mysqli,
"SELECT * FROM quotes
LEFT JOIN clients ON quote_client_id = client_id
LEFT JOIN contacts ON clients.client_id = contacts.contact_client_id AND contact_primary = 1
LEFT JOIN locations ON clients.client_id = locations.location_client_id AND location_primary = 1
WHERE quote_id = $quote_id
$access_permission_query
LIMIT 1"
);
if (mysqli_num_rows($sql) == 0) {
if (isset($_GET['client_id'])) {
$backlink_append = "?client_id=$client_id";
} else {
$backlink_append = '';
}
echo "<h1 class='text-secondary pt-5' style='text-align: center'>There is no Quote here<br><small><a href='quotes.php$backlink_append'><i class='fas fa-arrow-left mr-2'></i>Back to Quotes</a></small></h1>";
require_once "includes/footer.php";
exit();
}
$row = mysqli_fetch_array($sql);
$quote_id = intval($row['quote_id']);
$quote_prefix = nullable_htmlentities($row['quote_prefix']);
$quote_number = intval($row['quote_number']);
$quote_scope = nullable_htmlentities($row['quote_scope']);
$quote_status = nullable_htmlentities($row['quote_status']);
$quote_date = nullable_htmlentities($row['quote_date']);
$quote_expire = nullable_htmlentities($row['quote_expire']);
$quote_amount = floatval($row['quote_amount']);
$quote_discount = floatval($row['quote_discount_amount']);
$quote_currency_code = nullable_htmlentities($row['quote_currency_code']);
$quote_note = nullable_htmlentities($row['quote_note']);
$quote_url_key = nullable_htmlentities($row['quote_url_key']);
$quote_created_at = nullable_htmlentities($row['quote_created_at']);
$category_id = intval($row['quote_category_id']);
$client_id = intval($row['client_id']);
$client_name = nullable_htmlentities($row['client_name']);
$location_address = nullable_htmlentities($row['location_address']);
$location_city = nullable_htmlentities($row['location_city']);
$location_state = nullable_htmlentities($row['location_state']);
$location_zip = nullable_htmlentities($row['location_zip']);
$location_country = nullable_htmlentities($row['location_country']);
$contact_email = nullable_htmlentities($row['contact_email']);
$contact_phone_country_code = nullable_htmlentities($row['contact_phone_country_code']);
$contact_phone = nullable_htmlentities(formatPhoneNumber($row['contact_phone'], $contact_phone_country_code));
$contact_extension = nullable_htmlentities($row['contact_extension']);
$contact_mobile_country_code = nullable_htmlentities($row['contact_mobile_country_code']);
$contact_mobile = nullable_htmlentities(formatPhoneNumber($row['contact_mobile'], $contact_mobile_country_code));
$client_website = nullable_htmlentities($row['client_website']);
$client_currency_code = nullable_htmlentities($row['client_currency_code']);
$client_net_terms = intval($row['client_net_terms']);
if ($client_net_terms == 0) {
$client_net_terms = $config_default_net_terms;
}
// Override Tab Title // No Sanitizing needed as this var will only be used in the tab title
$tab_title = $row['client_name'];
$page_title = "{$row['quote_prefix']}{$row['quote_number']}";
$sql = mysqli_query($mysqli, "SELECT * FROM companies, settings WHERE companies.company_id = settings.company_id AND companies.company_id = 1");
$row = mysqli_fetch_array($sql);
$company_id = intval($row['company_id']);
$company_name = nullable_htmlentities($row['company_name']);
$company_country = nullable_htmlentities($row['company_country']);
$company_address = nullable_htmlentities($row['company_address']);
$company_city = nullable_htmlentities($row['company_city']);
$company_state = nullable_htmlentities($row['company_state']);
$company_zip = nullable_htmlentities($row['company_zip']);
$company_phone_country_code = nullable_htmlentities($row['company_phone_country_code']);
$company_phone = nullable_htmlentities(formatPhoneNumber($row['company_phone'], $company_phone_country_code));
$company_email = nullable_htmlentities($row['company_email']);
$company_website = nullable_htmlentities($row['company_website']);
$company_logo = nullable_htmlentities($row['company_logo']);
$sql_history = mysqli_query($mysqli, "SELECT * FROM history WHERE history_quote_id = $quote_id ORDER BY history_id DESC");
//Set Badge color based off of quote status
if ($quote_status == "Sent") {
$quote_badge_color = "warning text-white";
} elseif ($quote_status == "Viewed") {
$quote_badge_color = "primary";
} elseif ($quote_status == "Accepted") {
$quote_badge_color = "success";
} elseif ($quote_status == "Declined") {
$quote_badge_color = "danger";
} elseif ($quote_status == "Invoiced") {
$quote_badge_color = "info";
} else {
$quote_badge_color = "secondary";
}
//Product autocomplete
$products_sql = mysqli_query($mysqli, "SELECT product_name AS label, product_description AS description, product_price AS price, product_tax_id AS tax FROM products WHERE product_archived_at IS NULL");
if (mysqli_num_rows($products_sql) > 0) {
while ($row = mysqli_fetch_array($products_sql)) {
$products[] = $row;
}
$json_products = json_encode($products);
}
// Quote File Attachments
$sql_quote_files = mysqli_query(
$mysqli,
"SELECT file_reference_name, file_name, file_created_at FROM quote_files LEFT JOIN files ON quote_files.file_id = files.file_id WHERE quote_id = $quote_id"
);
?>
<ol class="breadcrumb d-print-none">
<?php if (isset($_GET['client_id'])) { ?>
<li class="breadcrumb-item">
<a href="client_overview.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?></a>
</li>
<li class="breadcrumb-item">
<a href="quotes.php?client_id=<?php echo $client_id; ?>">Quotes</a>
</li>
<?php } else { ?>
<li class="breadcrumb-item">
<a href="quotes.php">Global Quotes</a>
</li>
<li class="breadcrumb-item">
<a href="quotes.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?> Quotes</a>
</li>
<?php } ?>
<li class="breadcrumb-item active"><?php echo "$quote_prefix$quote_number"; ?></li>
</ol>
<div class="card">
<div class="card-header d-print-none">
<?php if (lookupUserPermission("module_sales") >= 2) { ?>
<div class="row">
<div class="col-8">
<?php if ($quote_status == 'Draft') { ?>
<button class="btn btn-primary dropdown-toggle" type="button" data-toggle="dropdown">
<i class="fas fa-fw fa-paper-plane mr-2"></i>Send
</button>
<div class="dropdown-menu">
<?php if (!empty($config_smtp_host) && !empty($contact_email)) { ?>
<a class="dropdown-item" href="post.php?email_quote=<?php echo $quote_id; ?>">
<i class="fas fa-fw fa-paper-plane mr-2"></i>Send Email
</a>
<div class="dropdown-divider"></div>
<?php } ?>
<a class="dropdown-item" href="post.php?mark_quote_sent=<?php echo $quote_id; ?>">
<i class="fas fa-fw fa-check mr-2"></i>Mark Sent
</a>
</div>
<?php } ?>
<?php if ($quote_status == 'Sent' || $quote_status == 'Viewed') { ?>
<a class="btn btn-primary" href="post.php?accept_quote=<?php echo $quote_id; ?>">
<i class="fas fa-thumbs-up mr-2"></i>Accept
</a>
<a class="btn btn-default" href="post.php?decline_quote=<?php echo $quote_id; ?>">
<i class="fas fa-thumbs-down mr-2"></i>Decline
</a>
<?php } ?>
<?php if ($quote_status == 'Accepted') { ?>
<div class="btn-group fix-quote-dropdown">
<button type="button" class="btn btn-primary" data-toggle="modal" data-target="#addQuoteToInvoiceModal<?php echo $quote_id; ?>">
<i class="fas fa-check mr-2"></i>Invoice
</button>
<button type="button" class="btn btn-primary dropdown-toggle dropdown-icon" data-toggle="dropdown" aria-expanded="false">
<span class="sr-only">Toggle Dropdown</span>
</button>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item" href="post.php?mark_quote_invoiced=<?php echo $quote_id; ?>">
<i class="fas fa-fw fa-check mr-2"></i>Mark Invoiced
</a>
</div>
</div>
<?php } ?>
</div>
<div class="col-4">
<div class="dropdown dropleft text-center float-right">
<button class="btn btn-secondary" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-v"></i>
</button>
<div class="dropdown-menu">
<a class="dropdown-item" href="#"
data-toggle = "ajax-modal"
data-ajax-url = "ajax/ajax_quote_edit.php"
data-ajax-id = "<?php echo $quote_id; ?>"
>
<i class="fa fa-fw fa-edit text-secondary mr-2"></i>Edit
</a>
<?php if (lookupUserPermission("module_sales") >= 2) { ?>
<a class="dropdown-item" href="#"
data-toggle = "ajax-modal"
data-ajax-url = "ajax/ajax_quote_copy.php"
data-ajax-id = "<?php echo $quote_id; ?>"
>
<i class="fa fa-fw fa-copy text-secondary mr-2"></i>Copy
</a>
<?php } ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" onclick="window.print();">
<i class="fa fa-fw fa-print text-secondary mr-2"></i>Print
</a>
<a class="dropdown-item" href="post.php?export_quote_pdf=<?php echo $quote_id; ?>" target="_blank">
<i class="fa fa-fw fa-download text-secondary mr-2"></i>Download PDF
</a>
<?php if (!empty($config_smtp_host) && !empty($contact_email)) { ?>
<a class="dropdown-item" href="post.php?email_quote=<?php echo $quote_id; ?>">
<i class="fa fa-fw fa-paper-plane text-secondary mr-2"></i>Send Email
</a>
<?php } ?>
<a class="dropdown-item" target="_blank" href="guest/guest_view_quote.php?quote_id=<?php echo "$quote_id&url_key=$quote_url_key"; ?>">
<i class="fa fa-fw fa-link text-secondary mr-2"></i>Guest URL
</a>
<?php if (lookupUserPermission("module_sales") >= 3) { ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger text-bold confirm-link" href="post.php?delete_quote=<?php echo $quote_id; ?>">
<i class="fa fa-fw fa-times mr-2"></i>Delete
</a>
<?php } ?>
</div>
</div>
</div>
</div>
<?php } ?>
</div>
<div class="card-body">
<div class="row mb-3">
<?php if (file_exists("uploads/settings/$company_logo")) { ?>
<div class="col-sm-2">
<img class="img-fluid" src="<?php echo "uploads/settings/$company_logo"; ?>" alt="Company logo">
</div>
<?php } ?>
<div class="col-sm-6 <?php if (!file_exists("uploads/settings/$company_logo")) { echo "col-sm-8"; } ?>">
<ul class="list-unstyled">
<li><h4><strong><?php echo $company_name; ?></strong></h4></li>
<li><?php echo $company_address; ?></li>
<li><?php echo "$company_city $company_state $company_zip, $company_country"; ?></li>
<li><?php echo "$company_email | $company_phone"; ?></li>
<li><?php echo $company_website; ?></li>
</ul>
</div>
<div class="col-sm-4">
<h3 class="text-right"><strong>QUOTE</strong></h3>
<h5 class="badge badge-<?php echo $quote_badge_color; ?> p-2 float-right">
<?php echo "$quote_status"; ?>
</h5>
<table class="table table-sm table-borderless">
<tr>
<th>Quote #:</th>
<td class="text-right"><?php echo "$quote_prefix$quote_number"; ?></td>
</tr>
<tr>
<th>Date:</th>
<td class="text-right"><?php echo $quote_date; ?></td>
</tr>
<tr>
<th>Expires:</th>
<td class="text-right"><?php echo $quote_expire; ?></td>
</tr>
</table>
</div>
</div>
<div class="row mb-3 bg-light p-3">
<div class="col">
<h6><strong>To:</strong></h6>
<ul class="list-unstyled mb-0">
<li><?php echo $client_name; ?></li>
<li><?php echo $location_address; ?></li>
<li><?php echo "$location_city $location_state $location_zip, $location_country"; ?></li>
<li><?php echo "$contact_email | $contact_phone $contact_extension"; ?></li>
</ul>
</div>
</div>
<?php $sql_items = mysqli_query($mysqli, "SELECT * FROM invoice_items WHERE item_quote_id = $quote_id ORDER BY item_order ASC"); ?>
<div class="row mb-3">
<div class="col-md-12">
<div class="card">
<div class="table-responsive">
<table class="table table-borderless" id="items">
<thead class="bg-light">
<tr>
<th class="d-print-none"></th>
<th>Item</th>
<th>Description</th>
<th class="text-center">Qty</th>
<th class="text-right">Unit Price</th>
<th class="text-right">Tax</th>
<th class="text-right">Amount</th>
</tr>
</thead>
<tbody>
<?php
$total_tax = 0.00;
$sub_total = 0.00;
while ($row = mysqli_fetch_array($sql_items)) {
$item_id = intval($row['item_id']);
$item_name = nullable_htmlentities($row['item_name']);
$item_description = nullable_htmlentities($row['item_description']);
$item_quantity = floatval($row['item_quantity']);
$item_price = floatval($row['item_price']);
$item_tax = floatval($row['item_tax']);
$item_total = floatval($row['item_total']);
$item_created_at = nullable_htmlentities($row['item_created_at']);
$tax_id = intval($row['item_tax_id']);
$total_tax = $item_tax + $total_tax;
$sub_total = $item_price * $item_quantity + $sub_total;
?>
<tr data-item-id="<?php echo $item_id; ?>">
<td class="d-print-none">
<?php if ($quote_status !== "Invoiced" && $quote_status !== "Accepted" && $quote_status !== "Declined" && lookupUserPermission("module_sales") >= 2) { ?>
<div class="btn-group">
<button type="button" class="btn btn-sm btn-link drag-handle">
<i class="fas fa-bars text-muted"></i>
</button>
<div class="dropdown">
<button class="btn btn-sm btn-light" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-v"></i>
</button>
<div class="dropdown-menu">
<a class="dropdown-item" href="#"
data-toggle="ajax-modal"
data-ajax-url="ajax/ajax_item_edit.php"
data-ajax-id="<?php echo $item_id; ?>"
>
<i class="fa fa-fw fa-edit mr-2"></i>Edit
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger confirm-link" href="post.php?delete_quote_item=<?php echo $item_id; ?>">
<i class="fa fa-fw fa-trash mr-2"></i>Delete
</a>
</div>
</div>
</div>
<?php } ?>
</td>
<td><?php echo $item_name; ?></td>
<td><?php echo nl2br($item_description); ?></td>
<td class="text-center"><?php echo number_format($item_quantity, 2); ?></td>
<td class="text-right"><?php echo numfmt_format_currency($currency_format, $item_price, $quote_currency_code); ?></td>
<td class="text-right"><?php echo numfmt_format_currency($currency_format, $item_tax, $quote_currency_code); ?></td>
<td class="text-right"><?php echo numfmt_format_currency($currency_format, $item_total, $quote_currency_code); ?></td>
</tr>
<?php
}
?>
<tr class="d-print-none" <?php if ($quote_status == "Invoiced" || $quote_status == "Accepted" || $quote_status == "Declined" || lookupUserPermission("module_sales") <= 1) {
echo "hidden";
} ?>>
<form action="post.php" method="post" autocomplete="off">
<input type="hidden" name="quote_id" value="<?php echo $quote_id; ?>">
<input type="hidden" name="item_order" value="<?php
//find largest order number and add 1
$sql = mysqli_query($mysqli, "SELECT MAX(item_order) AS item_order FROM invoice_items WHERE item_quote_id = $quote_id");
$row = mysqli_fetch_array($sql);
$item_order = intval($row['item_order']) + 1;
echo $item_order;
?>">
<td></td>
<td>
<input type="text" class="form-control" name="name" id="name" placeholder="Item" required>
</td>
<td>
<textarea class="form-control" rows="2" name="description" id="desc" placeholder="Enter a Description"></textarea>
</td>
<td>
<input type="text" class="form-control" inputmode="numeric" pattern="-?[0-9]*\.?[0-9]{0,2}" id="qty" style="text-align: center;" name="qty" placeholder="Qty">
</td>
<td>
<input type="text" class="form-control" inputmode="numeric" pattern="-?[0-9]*\.?[0-9]{0,2}" id="price" style="text-align: right;" name="price" placeholder="Price (<?php echo $quote_currency_code; ?>)">
</td>
<td>
<select class="form-control select2" id="tax" name="tax_id" required>
<option value="0">No Tax</option>
<?php
$taxes_sql = mysqli_query($mysqli, "SELECT tax_id, tax_name, tax_percent FROM taxes WHERE tax_archived_at IS NULL ORDER BY tax_name ASC");
while ($row = mysqli_fetch_array($taxes_sql)) {
$tax_id = intval($row['tax_id']);
$tax_name = nullable_htmlentities($row['tax_name']);
$tax_percent = floatval($row['tax_percent']);
?>
<option value="<?php echo $tax_id; ?>"><?php echo "$tax_name $tax_percent%"; ?></option>
<?php
}
?>
</select>
</td>
<td class="text-center">
<button class="btn btn-light text-success" type="submit" name="add_quote_item">
<i class="fa fa-check"></i>
</button>
</td>
</form>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div class="row mb-3">
<div class="col-sm-7">
<div class="card">
<div class="card-header text-bold">
Notes:
<div class="card-tools d-print-none">
<?php if (lookupUserPermission("module_sales") >= 2) { ?>
<a href="#" class="btn btn-light btn-tool" data-toggle="modal" data-target="#quoteNoteModal">
<i class="fas fa-edit"></i>
</a>
<?php } ?>
</div>
</div>
<div class="card-body">
<?php echo nl2br($quote_note); ?>
</div>
</div>
</div>
<div class="col-sm-3 offset-sm-2">
<table class="table table-borderless">
<tbody>
<tr>
<td>Subtotal:</td>
<td class="text-right"><?php echo numfmt_format_currency($currency_format, $sub_total, $quote_currency_code); ?></td>
</tr>
<?php if ($quote_discount > 0) { ?>
<tr>
<td>Discount:</td>
<td class="text-right">-<?php echo numfmt_format_currency($currency_format, $quote_discount, $quote_currency_code); ?></td>
</tr>
<?php } ?>
<?php if ($total_tax > 0) { ?>
<tr>
<td>Tax:</td>
<td class="text-right"><?php echo numfmt_format_currency($currency_format, $total_tax, $quote_currency_code); ?></td>
</tr>
<?php } ?>
<tr class="h5 text-bold border-top">
<td>Total:</td>
<td class="text-right"><?php echo numfmt_format_currency($currency_format, $quote_amount, $quote_currency_code); ?></td>
</tr>
</tbody>
</table>
</div>
</div>
<hr class="d-none d-print-block mt-5">
<div class="d-none d-print-block text-center"><?php echo nl2br(nullable_htmlentities($config_quote_footer)); ?></div>
</div>
</div>
<?php if (mysqli_num_rows($sql_quote_files) > 0) { ?>
<div class="row mb-3">
<div class="col-sm d-print-none">
<div class="card">
<div class="card-header text-bold">
<i class="fa fa-paperclip mr-2"></i>Attachments
<div class="card-tools">
<button type="button" class="btn btn-tool" data-card-widget="collapse">
<i class="fas fa-minus"></i>
</button>
<button type="button" class="btn btn-tool" data-card-widget="remove">
<i class="fas fa-times"></i>
</button>
</div>
</div>
<div class="card-body">
<table class="table">
<thead>
<tr>
<th>File Name</th>
<th>Upload date</th>
</tr>
</thead>
<tbody>
<?php
while ($quote_file = mysqli_fetch_array($sql_quote_files)) {
$name = nullable_htmlentities($quote_file['file_name']);
$ref_name = nullable_htmlentities($quote_file['file_reference_name']);
$created = nullable_htmlentities($quote_file['file_created_at']);
?>
<tr>
<td><a target="_blank" href="/uploads/clients/<?php echo $client_id ?>/<?php echo $ref_name ?>"><?php echo $name; ?></a></td>
<td><?php echo $created; ?></td>
</tr>
<?php
}
?>
</tbody>
</table>
</div>
</div>
</div>
</div>
<?php } ?>
<div class="row mb-3">
<div class="col-sm d-print-none">
<div class="card">
<div class="card-header text-bold">
<i class="fa fa-history mr-2"></i>History
<div class="card-tools">
<button type="button" class="btn btn-tool" data-card-widget="collapse">
<i class="fas fa-minus"></i>
</button>
<button type="button" class="btn btn-tool" data-card-widget="remove">
<i class="fas fa-times"></i>
</button>
</div>
</div>
<div class="card-body">
<table class="table">
<thead>
<tr>
<th>Date</th>
<th>Status</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_array($sql_history)) {
$history_created_at = nullable_htmlentities($row['history_created_at']);
$history_status = nullable_htmlentities($row['history_status']);
$history_description = nullable_htmlentities($row['history_description']);
?>
<tr>
<td><?php echo $history_created_at; ?></td>
<td><?php echo $history_status; ?></td>
<td><?php echo $history_description; ?></td>
</tr>
<?php
}
?>
</tbody>
</table>
</div>
</div>
</div>
</div>
<?php
require_once "modals/quote_to_invoice_modal.php";
require_once "modals/quote_note_modal.php";
}
require_once "includes/footer.php";
?>
<!-- JSON Autocomplete / type ahead -->
<!-- //TODO: Move to js/ -->
<link rel="stylesheet" href="plugins/jquery-ui/jquery-ui.min.css">
<script src="plugins/jquery-ui/jquery-ui.min.js"></script>
<script>
$(function() {
var availableProducts = <?php echo $json_products ?? '""' ?>;
$("#name").autocomplete({
source: availableProducts,
select: function(event, ui) {
$("#name").val(ui.item.label); // Product name field - this seemingly has to referenced as label
$("#desc").val(ui.item.description); // Product description field
$("#qty").val(1); // Product quantity field automatically make it a 1
$("#price").val(ui.item.price); // Product price field
$("#tax").val(ui.item.tax); // Tax field
return false;
}
});
});
</script>
<script src="plugins/SortableJS/Sortable.min.js"></script>
<script>
new Sortable(document.querySelector('table#items tbody'), {
handle: '.drag-handle',
animation: 150,
onEnd: function (evt) {
const rows = document.querySelectorAll('table#items tbody tr');
const positions = Array.from(rows).map((row, index) => ({
id: row.dataset.itemId,
order: index
}));
$.post('ajax.php', {
update_quote_items_order: true,
quote_id: <?php echo $quote_id; ?>,
positions: positions
});
}
});
</script>
<link rel="stylesheet" href="css/quote_dropdowns_fix.css">