mirror of
https://github.com/itflow-org/itflow
synced 2026-11-11 15:07:24 +00:00
368 lines
21 KiB
PHP
368 lines
21 KiB
PHP
<?php
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/*
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* Client Portal
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* Home - what needs this contact: tickets waiting on their reply or for them
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* to confirm, approvals, invoices past due, quotes waiting for an answer;
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* their open tickets, the balance,
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* renewals coming up and the devices they use.
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*
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* SCOPING: everything here is keyed to $session_client_id from the session,
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* tickets through portalTicketScopeSql() (their own, or the whole company's
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* for primary and technical contacts), and the money and IT sections are only
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* read for a contact who may see them.
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*/
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header("Content-Security-Policy: default-src 'self'");
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require_once "includes/inc_all.php";
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$scope_sql = portalTicketScopeSql();
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$sees_all = portalSeesAllTickets();
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$can_billing = contactCan('accounting') && $config_module_enable_accounting == 1;
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$can_it = $config_module_enable_itdoc && contactCan('itdoc');
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$ticket_from = "FROM tickets LEFT JOIN ticket_statuses ON ticket_status = ticket_status_id WHERE $scope_sql AND tickets.ticket_archived_at IS NULL";
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// Tickets - counted, and the ones that need the contact
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$tabs = portalTicketTabs();
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$counts = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT
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COALESCE(SUM({$tabs['open']['where']}), 0) AS open_count,
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COALESCE(SUM({$tabs['resolved']['where']}), 0) AS resolved_count
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$ticket_from"));
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$open_count = intval($counts['open_count']);
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$resolved_count = intval($counts['resolved_count']);
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$you_count = intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COUNT(*) $ticket_from AND {$tabs['you']['where']}"))[0]);
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$needs_you = [];
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$sql = mysqli_query($mysqli, "SELECT " . portalTicketColumnsSql() . " $ticket_from AND ({$tabs['you']['where']} OR {$tabs['resolved']['where']})
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ORDER BY COALESCE(tickets.ticket_updated_at, tickets.ticket_created_at) DESC LIMIT 6");
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while ($row = mysqli_fetch_assoc($sql)) {
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$resolved = !empty($row['ticket_resolved_at']);
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$needs_you[] = [
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'href' => 'ticket.php?id=' . intval($row['ticket_id']),
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'icon' => $resolved ? 'fa-check' : 'fa-reply',
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'tone' => $resolved ? 'is-info' : '',
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'title' => $row['ticket_subject'],
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'line' => ($resolved ? 'Resolved - is it fixed? Close it, or reopen it' : 'We replied - waiting on you') . ' · ' . $row['ticket_prefix'] . $row['ticket_number'],
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];
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}
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// Tasks on their tickets waiting for the client's approval
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$sql = mysqli_query($mysqli, "SELECT tickets.ticket_id, ticket_prefix, ticket_number, task_name FROM task_approvals
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JOIN tasks ON task_id = approval_task_id
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JOIN tickets ON tickets.ticket_id = task_ticket_id
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LEFT JOIN ticket_statuses ON ticket_status = ticket_status_id
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WHERE $scope_sql AND approval_scope = 'client' AND approval_status = 'pending' AND task_completed_at IS NULL AND tickets.ticket_closed_at IS NULL
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ORDER BY approval_id DESC LIMIT 4");
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while ($row = mysqli_fetch_assoc($sql)) {
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$needs_you[] = [
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'href' => 'ticket.php?id=' . intval($row['ticket_id']),
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'icon' => 'fa-clipboard-check',
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'tone' => '',
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'title' => 'Approve: ' . $row['task_name'],
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'line' => 'Waiting for your approval · ' . $row['ticket_prefix'] . $row['ticket_number'],
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];
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}
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// Money - what is owed, and what is past due
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$balance = 0.0;
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$overdue = 0.0;
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$overdue_count = 0;
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$next_due = null;
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$client_currency = $session_company_currency;
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if ($can_billing) {
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$client_currency = mysqli_fetch_row(mysqli_query($mysqli, "SELECT client_currency_code FROM clients WHERE client_id = $session_client_id"))[0] ?: $session_company_currency;
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foreach (billingClientOpenInvoices($session_client_id) as $invoice) {
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$left = round(floatval($invoice['invoice_amount']) - floatval($invoice['paid']), 2);
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$balance += $left;
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if ($invoice['invoice_due'] < date('Y-m-d')) {
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$overdue += $left;
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$overdue_count++;
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$needs_you[] = [
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'href' => 'invoice.php?id=' . intval($invoice['invoice_id']),
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'icon' => 'fa-file-invoice-dollar',
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'tone' => 'is-danger',
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'title' => 'Invoice ' . $invoice['invoice_prefix'] . $invoice['invoice_number'] . ' is past due',
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'line' => numfmt_format_currency($currency_format, $left, $client_currency) . ' left - due ' . date('M j, Y', strtotime($invoice['invoice_due'])),
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];
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} elseif ($next_due === null || $invoice['invoice_due'] < $next_due) {
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$next_due = $invoice['invoice_due'];
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}
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}
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// Quotes waiting for their answer
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$sql = mysqli_query($mysqli, "SELECT quote_id, quote_prefix, quote_number, quote_scope, quote_amount, quote_currency_code, quote_expire FROM quotes
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WHERE quote_client_id = $session_client_id AND " . portalQuoteWaitingSql() . " ORDER BY quote_expire ASC LIMIT 4");
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while ($row = mysqli_fetch_assoc($sql)) {
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$needs_you[] = [
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'href' => 'quote.php?id=' . intval($row['quote_id']),
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'icon' => 'fa-comment-dollar',
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'tone' => '',
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'title' => 'Quote ' . $row['quote_prefix'] . $row['quote_number'] . ' is waiting for your answer',
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'line' => trim($row['quote_scope'] . ' · ' . billingMoney($row['quote_amount'], $row['quote_currency_code']), ' ·') . ' · good until ' . date('M j', strtotime($row['quote_expire'])),
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];
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}
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}
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$pay_href = $can_billing && billingStripeProvider() ? 'unpaid_invoices.php' : 'invoices.php';
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// Open tickets, newest first
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$recent = mysqli_query($mysqli, "SELECT " . portalTicketColumnsSql() . ", contact_name FROM tickets
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LEFT JOIN ticket_statuses ON ticket_status = ticket_status_id
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LEFT JOIN contacts ON contact_id = tickets.ticket_contact_id
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WHERE $scope_sql AND tickets.ticket_archived_at IS NULL AND {$tabs['open']['where']}
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ORDER BY COALESCE(tickets.ticket_updated_at, tickets.ticket_created_at) DESC LIMIT 5");
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// Renewals coming up in the next 45 days, and anything that lapsed in the last 30
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$renewals = [];
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if ($can_it) {
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$window = "BETWEEN CURDATE() - INTERVAL 30 DAY AND CURDATE() + INTERVAL 45 DAY";
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$sources = [
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['domains.php', 'fa-globe', 'Domain', "SELECT domain_name, domain_expire, 0 FROM domains WHERE domain_client_id = $session_client_id AND domain_archived_at IS NULL AND domain_expire $window"],
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['domains.php?tab=certificates', 'fa-lock', 'Certificate', "SELECT certificate_name, certificate_expire, 0 FROM certificates WHERE certificate_client_id = $session_client_id AND certificate_archived_at IS NULL AND certificate_expire $window"],
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['licenses.php', 'fa-cube', 'License', "SELECT software_name, software_expire, 0 FROM software WHERE software_client_id = $session_client_id AND software_archived_at IS NULL AND software_expire $window"],
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['asset.php?id=', 'fa-shield-alt', 'Warranty', "SELECT asset_name, asset_warranty_expire, asset_id FROM assets WHERE asset_client_id = $session_client_id AND asset_archived_at IS NULL AND asset_warranty_expire $window"],
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];
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foreach ($sources as [$href, $icon, $kind, $query]) {
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$sql = mysqli_query($mysqli, $query);
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while ($row = mysqli_fetch_row($sql)) {
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$renewals[] = ['href' => $href . (intval($row[2]) ? intval($row[2]) : ''), 'icon' => $icon, 'kind' => $kind, 'name' => $row[0], 'date' => $row[1]];
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}
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}
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usort($renewals, function ($a, $b) { return strcmp($a['date'], $b['date']); });
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}
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// The devices this contact uses
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$devices = [];
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$sql = mysqli_query($mysqli, "SELECT asset_id, asset_name, asset_type, asset_make, asset_model, asset_warranty_expire, asset_uri_client FROM assets
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WHERE asset_contact_id = $session_contact_id AND asset_client_id = $session_client_id AND asset_archived_at IS NULL ORDER BY asset_name ASC LIMIT 6");
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while ($row = mysqli_fetch_assoc($sql)) {
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$devices[] = $row;
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}
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// How to reach us
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$company = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT company_phone, company_phone_country_code, company_email, company_website FROM companies WHERE company_id = 1"));
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$hour = intval(date('G'));
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$greeting = $hour < 12 ? 'Good morning' : ($hour < 18 ? 'Good afternoon' : 'Good evening');
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$first_name = strtok(trim((string) $contact['contact_name']), ' ') ?: '';
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?>
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<div class="itflow-portal-page-head">
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<div>
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<h1><?= escapeHtml(rtrim("$greeting, $first_name", ', ')) ?></h1>
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<p><?= escapeHtml($session_client_name) ?></p>
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</div>
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<div class="d-flex flex-wrap gap-2">
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<?php if ($can_billing && $balance > 0) { ?>
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<a class="btn btn-outline-primary" href="<?= $pay_href ?>"><i class="fas fa-<?= $pay_href === 'unpaid_invoices.php' ? 'credit-card' : 'file-invoice-dollar' ?> me-2"></i><?= $pay_href === 'unpaid_invoices.php' ? 'Pay invoices' : 'Invoices' ?></a>
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<?php } ?>
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</div>
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</div>
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<?php foreach (portalAnnouncementsFor($session_client_id) as $announcement) {
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$tone_key = isset(PORTAL_ANNOUNCEMENT_TONES[$announcement['announcement_tone']]) ? $announcement['announcement_tone'] : 'info';
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$tone = PORTAL_ANNOUNCEMENT_TONES[$tone_key]; ?>
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<section class="itflow-portal-announcement is-<?= $tone_key ?> mb-3" aria-label="<?= escapeHtml($tone['label']) ?>">
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<span class="itflow-portal-announcement-icon" aria-hidden="true"><i class="fas <?= $tone['icon'] ?>"></i></span>
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<div class="min-w-0">
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<h2 class="itflow-portal-announcement-title"><?= escapeHtml($announcement['announcement_title']) ?></h2>
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<?php if (trim((string) $announcement['announcement_body']) !== '') { ?>
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<div class="itflow-portal-announcement-body"><?= portalAnnouncementBodyHtml($announcement['announcement_body']) ?></div>
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<?php } ?>
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<div class="small text-body-secondary mt-1"><?= escapeHtml($tone['label']) ?> · <?= escapeHtml(date('M j, Y', strtotime($announcement['announcement_starts_at'] ?: $announcement['announcement_created_at']))) ?></div>
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</div>
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</section>
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<?php } ?>
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<div class="row g-3 mb-4">
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<div class="col-6 col-lg-3">
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<a class="itflow-portal-stat" href="tickets.php">
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<span class="itflow-portal-stat-icon"><i class="fas fa-life-ring"></i></span>
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<span>
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<span class="itflow-portal-stat-value d-block"><?= $open_count ?></span>
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<span class="itflow-portal-stat-label"><?= $open_count === 1 ? 'Open ticket' : 'Open tickets' ?><?= $sees_all ? '' : ' of yours' ?></span>
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</span>
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</a>
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</div>
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<div class="col-6 col-lg-3">
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<a class="itflow-portal-stat<?= $you_count ? ' itflow-portal-stat-alert' : '' ?>" href="tickets.php?tab=you">
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<span class="itflow-portal-stat-icon"><i class="fas fa-reply"></i></span>
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<span>
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<span class="itflow-portal-stat-value d-block"><?= $you_count ?></span>
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<span class="itflow-portal-stat-label">Waiting on you</span>
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</span>
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</a>
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</div>
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<?php if ($can_billing) { ?>
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<div class="col-6 col-lg-3">
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<a class="itflow-portal-stat<?= $overdue > 0 ? ' itflow-portal-stat-danger' : '' ?>" href="<?= $balance > 0 ? $pay_href : 'invoices.php' ?>">
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<span class="itflow-portal-stat-icon"><i class="fas fa-file-invoice-dollar"></i></span>
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<span class="min-w-0">
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<span class="itflow-portal-stat-value d-block"><?= numfmt_format_currency($currency_format, $balance, $client_currency) ?></span>
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<span class="itflow-portal-stat-label">
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<?php if ($overdue > 0) { ?>
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<?= numfmt_format_currency($currency_format, $overdue, $client_currency) ?> past due
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<?php } elseif ($balance > 0 && $next_due) { ?>
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Due <?= date('M j', strtotime($next_due)) ?>
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<?php } else { ?>
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Nothing owed
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<?php } ?>
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</span>
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</span>
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</a>
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</div>
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<?php } ?>
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<?php if ($can_it) { ?>
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<div class="col-6 col-lg-3">
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<a class="itflow-portal-stat" href="#renewals">
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<span class="itflow-portal-stat-icon"><i class="fas fa-calendar-alt"></i></span>
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<span>
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<span class="itflow-portal-stat-value d-block"><?= count($renewals) ?></span>
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<span class="itflow-portal-stat-label"><?= count($renewals) === 1 ? 'Renewal' : 'Renewals' ?> coming up</span>
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</span>
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</a>
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</div>
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<?php } ?>
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</div>
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<div class="row g-4">
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<div class="col-lg-8">
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<section class="itflow-portal-panel mb-4">
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<div class="itflow-portal-panel-head">
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<h2><i class="fas fa-bell"></i>Needs you</h2>
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</div>
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<?php if (!$needs_you) { ?>
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<?= emptyStateHtml(['title' => "You're all caught up", 'text' => 'Nothing is waiting on you right now.', 'icon' => 'fa-check', 'filtered' => false]) ?>
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<?php } else { ?>
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<ul class="itflow-portal-list">
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<?php foreach (array_slice($needs_you, 0, 8) as $item) { ?>
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<li>
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<a class="itflow-portal-todo" href="<?= escapeHtml($item['href']) ?>">
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<span class="itflow-portal-todo-icon <?= $item['tone'] ?>"><i class="fas <?= $item['icon'] ?>"></i></span>
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<span class="itflow-portal-todo-main">
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<div><?= escapeHtml($item['title']) ?></div>
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<div><?= escapeHtml($item['line']) ?></div>
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</span>
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<i class="fas fa-chevron-right text-body-secondary small"></i>
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</a>
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</li>
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<?php } ?>
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</ul>
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<?php } ?>
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</section>
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<section class="itflow-portal-panel">
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<div class="itflow-portal-panel-head">
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<h2><i class="fas fa-life-ring"></i><?= $sees_all ? 'Open tickets' : 'Your open tickets' ?></h2>
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<a href="tickets.php">All tickets</a>
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</div>
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<?php if (!mysqli_num_rows($recent)) { ?>
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<?= emptyStateHtml(['title' => 'No open tickets', 'text' => 'Something not working? Raise a ticket and we will pick it up.', 'icon' => 'fa-life-ring', 'filtered' => false,
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'actions' => [['label' => 'New ticket', 'href' => 'ticket_add.php']]]) ?>
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<?php } else { ?>
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<ul class="itflow-portal-list">
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<?php while ($row = mysqli_fetch_assoc($recent)) {
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$updated = $row['ticket_updated_at'] ?: $row['ticket_created_at']; ?>
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<li>
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<a class="itflow-portal-ticket" href="ticket.php?id=<?= intval($row['ticket_id']) ?>">
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<span class="itflow-portal-ticket-main">
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<span class="itflow-portal-ticket-subject d-block"><?= escapeHtml($row['ticket_subject']) ?></span>
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<span class="itflow-portal-ticket-meta">
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<span><?= escapeHtml($row['ticket_prefix'] . $row['ticket_number']) ?></span>
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<?php if ($sees_all && !empty($row['contact_name'])) { ?><span><i class="fas fa-user me-1"></i><?= escapeHtml($row['contact_name']) ?></span><?php } ?>
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</span>
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</span>
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<span class="itflow-portal-ticket-side">
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<?= portalTicketStateHtml($row) ?>
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<small title="<?= escapeHtml($updated) ?>"><?= timeAgo($updated) ?></small>
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</span>
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</a>
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</li>
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<?php } ?>
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</ul>
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<?php } ?>
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</section>
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</div>
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<div class="col-lg-4">
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<?php if ($devices) { ?>
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<section class="itflow-portal-panel mb-4">
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<div class="itflow-portal-panel-head">
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<h2><i class="fas fa-desktop"></i>Your devices</h2>
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<?php if ($can_it) { ?><a href="assets.php">All devices</a><?php } ?>
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</div>
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<ul class="itflow-portal-list">
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<?php foreach ($devices as $device) {
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$warranty = assetWarranty($device['asset_warranty_expire']);
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$what = trim($device['asset_make'] . ' ' . $device['asset_model']) ?: $device['asset_type'];
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?>
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<li>
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<a class="itflow-portal-todo" href="asset.php?id=<?= intval($device['asset_id']) ?>">
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<span class="itflow-portal-todo-icon is-info"><i class="fas fa-<?= getAssetIcon($device['asset_type']) ?>"></i></span>
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<span class="itflow-portal-todo-main">
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<div><?= escapeHtml($device['asset_name']) ?></div>
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<div>
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<?= escapeHtml($what) ?>
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<?php if ($warranty && $warranty['tone'] !== 'success') { ?>
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· <span class="text-<?= $warranty['tone'] ?>-emphasis">Warranty <?= escapeHtml(strtolower($warranty['short'])) ?></span>
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<?php } ?>
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</div>
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</span>
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<i class="fas fa-chevron-right text-body-secondary small"></i>
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</a>
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</li>
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<?php } ?>
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</ul>
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</section>
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<?php } ?>
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<?php if ($can_it) { ?>
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<section class="itflow-portal-panel mb-4" id="renewals">
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<div class="itflow-portal-panel-head">
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<h2><i class="fas fa-calendar-alt"></i>Coming up</h2>
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</div>
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<?php if (!$renewals) { ?>
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<?= emptyStateHtml(['title' => 'Nothing renewing soon', 'text' => 'Domains, certificates, licenses and warranties due in the next 45 days show here.', 'icon' => 'fa-check', 'filtered' => false]) ?>
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<?php } else { ?>
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<ul class="itflow-portal-list">
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<?php foreach (array_slice($renewals, 0, 8) as $item) {
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$lapsed = $item['date'] < date('Y-m-d'); ?>
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<li>
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<a class="itflow-portal-todo" href="<?= escapeHtml($item['href']) ?>">
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<span class="itflow-portal-todo-icon<?= $lapsed ? ' is-danger' : '' ?>"><i class="fas <?= $item['icon'] ?>"></i></span>
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<span class="itflow-portal-todo-main">
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<div><?= escapeHtml($item['name']) ?></div>
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<div><?= escapeHtml($item['kind']) ?> · <?= $lapsed ? 'expired' : 'renews' ?> <?= escapeHtml(date('M j, Y', strtotime($item['date']))) ?> (<?= timeAgo($item['date']) ?>)</div>
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</span>
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<i class="fas fa-chevron-right text-body-secondary small"></i>
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</a>
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</li>
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<?php } ?>
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</ul>
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<?php } ?>
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</section>
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<?php } ?>
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<?php if (!empty($company['company_phone']) || !empty($company['company_email'])) { ?>
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<section class="itflow-portal-panel">
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<div class="itflow-portal-panel-head">
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<h2><i class="fas fa-headset"></i>Need us fast?</h2>
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</div>
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<div class="itflow-portal-panel-body">
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<p class="text-body-secondary small mb-2">For anything urgent, call us - and raise a ticket so it is on record.</p>
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<?php if (!empty($company['company_phone'])) { ?>
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<div class="mb-1"><i class="fas fa-fw fa-phone me-2 text-body-secondary"></i><a href="tel:<?= escapeHtml(preg_replace('/[^0-9+]/', '', ($company['company_phone_country_code'] ? '+' . $company['company_phone_country_code'] : '') . $company['company_phone'])) ?>"><?= escapeHtml(formatPhoneNumber($company['company_phone'], $company['company_phone_country_code'])) ?></a></div>
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<?php } ?>
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<?php if (!empty($company['company_email'])) { ?>
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<div><i class="fas fa-fw fa-envelope me-2 text-body-secondary"></i><a href="mailto:<?= escapeHtml($company['company_email']) ?>"><?= escapeHtml($company['company_email']) ?></a></div>
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<?php } ?>
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</div>
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</section>
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<?php } ?>
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</div>
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</div>
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<?php require_once "includes/footer.php"; ?>
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