mirror of
https://github.com/itflow-org/itflow
synced 2026-11-11 15:07:24 +00:00
358 lines
20 KiB
PHP
358 lines
20 KiB
PHP
<?php
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/*
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* Quote - one quote, from draft to answer to invoice.
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*
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* The header says where it stands - its status, and how long it has left
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* (or that it ran out) while it waits for an answer - with the next thing
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* to do: send a draft, record the client's answer, turn an accepted quote
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* into an invoice. The quote itself is on the left as the client sees it,
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* its lines edited in place until it is answered. On the right: what it
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* comes to - what is billed once and what each month, quarter or year, its
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* recurring lines kept apart - the ticket it was raised from, what it was
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* invoiced as, files the client sent back with their answer, and its history.
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*/
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// If client_id is in URI then show client Side Bar and client header
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if (isset($_GET['client_id'])) {
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require_once "includes/inc_all_client.php";
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$client_url = "client_id=$client_id&";
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} else {
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require_once "includes/inc_all.php";
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$client_url = '';
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}
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// Perms
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enforceUserPermission('module_sales');
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$quote_id = intval($_GET['quote_id'] ?? 0);
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$quote = billingRow('quote', $quote_id);
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if (!$quote || ($client_url && intval($quote['client_id']) !== intval($client_id))) {
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billingNotFound('quote', $client_url);
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require_once "../includes/footer.php";
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exit;
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}
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$client_id = intval($quote['client_id']);
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enforceClientAccess();
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$number = billingNumber('quote', $quote);
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$status = (string) $quote['quote_status'];
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$currency = (string) $quote['quote_currency_code'];
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$money = function ($amount) use ($currency) {
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return escapeHtml(billingMoney($amount, $currency));
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};
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$items = billingItems('quote', $quote_id);
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$totals = billingTotals('quote', $quote, $items);
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$made = in_array($status, ['Invoiced', 'Accepted'], true) ? quoteMadeFrom($quote_id) : [];
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$history = billingHistory('quote', $quote_id);
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$expired = quoteExpired($quote);
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$awaiting = in_array($status, ['Sent', 'Viewed'], true);
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$can_edit = lookupUserPermission('module_sales') >= 2;
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$can_delete = lookupUserPermission('module_sales') >= 3;
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$can_edit_lines = billingCanEditItems('quote', $quote);
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$mail_ready = !empty($config_smtp_provider) && billingEmailableContacts('quote', $client_id) > 0;
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$guest_url = billingGuestUrl('quote', $quote);
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$csrf = $_SESSION['csrf_token'];
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// The ticket it was raised from, and what the client sent back with their answer
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$ticket = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT ticket_id, ticket_prefix, ticket_number, ticket_subject FROM tickets WHERE ticket_quote_id = $quote_id LIMIT 1"));
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$files = [];
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$sql = mysqli_query($mysqli, "SELECT files.file_id, file_name, file_ext, file_size, file_created_at FROM quote_files JOIN files ON quote_files.file_id = files.file_id
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WHERE quote_id = $quote_id AND file_archived_at IS NULL ORDER BY file_name ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$files[] = $row;
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}
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// Override Tab Title // No Sanitizing needed as this var will only be used in the tab title
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$tab_title = $quote['client_name'];
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$page_title = $number;
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$paper = [
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'type' => 'quote',
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'row' => $quote,
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'items' => $items,
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'totals' => $totals,
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'edit' => $can_edit_lines,
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'notes_edit' => $can_edit,
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'taxes' => $can_edit_lines ? billingTaxes($quote['quote_created_at']) : [],
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'logo_url' => billingCompany()['logo_url'],
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'csrf' => $csrf,
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];
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?>
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<ol class="breadcrumb d-print-none">
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<li class="breadcrumb-item"><a href="client_overview.php?client_id=<?= $client_id ?>"><?= escapeHtml($quote['client_name']) ?></a></li>
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<li class="breadcrumb-item"><a href="quotes.php?client_id=<?= $client_id ?>">Quotes</a></li>
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<li class="breadcrumb-item active"><?= escapeHtml($number) ?></li>
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</ol>
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<!-- What it is, where it stands, and the next thing to do -->
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<div class="card mb-3 d-print-none">
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<div class="card-body d-flex flex-wrap align-items-center gap-3">
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<?= billingTile('quote', 'lg') ?>
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<div class="flex-grow-1 min-w-0">
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<h1 class="h4 fw-semibold mb-1 d-flex flex-wrap align-items-center gap-2">
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<span>Quote <?= escapeHtml($number) ?></span>
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<span class="fs-6"><?= quoteStatusBadge($quote) ?></span>
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<?php if (!$expired) { ?><span class="fs-6"><?= quoteExpiryPill($quote) ?></span><?php } ?>
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</h1>
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<div class="text-body-secondary small d-flex flex-wrap column-gap-3 row-gap-1">
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<span><i class="fas fa-fw fa-building me-1"></i><a class="text-reset" href="quotes.php?client_id=<?= $client_id ?>"><?= escapeHtml($quote['client_name']) ?></a></span>
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<?php if (trim((string) $quote['quote_scope']) !== '') { ?><span><i class="fas fa-fw fa-comment me-1"></i><?= escapeHtml($quote['quote_scope']) ?></span><?php } ?>
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<?php if ($quote['category_name']) { ?><span><i class="fas fa-fw fa-tag me-1"></i><?= escapeHtml($quote['category_name']) ?></span><?php } ?>
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<?php if ($ticket) { ?>
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<span><i class="fas fa-fw fa-life-ring me-1"></i>For <a class="text-reset" href="ticket.php?ticket_id=<?= intval($ticket['ticket_id']) ?>"><?= escapeHtml($ticket['ticket_prefix'] . $ticket['ticket_number']) ?></a></span>
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<?php } ?>
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<span title="<?= escapeHtml($quote['quote_created_at']) ?>"><i class="far fa-fw fa-clock me-1"></i>Created <?= escapeHtml(timeAgo($quote['quote_created_at'])) ?></span>
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</div>
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</div>
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<div class="d-flex flex-wrap gap-2">
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<?php if ($can_edit && $status === 'Draft') { ?>
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<div class="btn-group">
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<?php if ($mail_ready) { ?>
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<button type="button" class="btn btn-primary ajax-modal" data-modal-size="lg" data-modal-url="modals/quote/quote_email.php?quote_id=<?= $quote_id ?>">
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<i class="fas fa-paper-plane me-2"></i>Send
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</button>
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<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-bs-toggle="dropdown" aria-label="More ways to send"></button>
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<div class="dropdown-menu dropdown-menu-end">
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<button type="submit" class="dropdown-item confirm-link" form="quickSendQuote" name="quote_id" value="<?= $quote_id ?>"
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data-confirm-title="Send <?= escapeHtml($number) ?> now?" data-confirm-text="It goes to the client's primary contact." data-confirm-button="Send">
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<i class="fas fa-fw fa-bolt text-secondary me-2"></i>Quick Send
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</button>
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<a class="dropdown-item ajax-modal" href="#" data-modal-url="modals/quote/quote_mark_sent.php?quote_id=<?= $quote_id ?>">
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<i class="fas fa-fw fa-check text-secondary me-2"></i>Mark Sent<span class="text-body-secondary">...</span>
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</a>
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</div>
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<?php } else { ?>
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<button type="button" class="btn btn-primary ajax-modal" data-modal-url="modals/quote/quote_mark_sent.php?quote_id=<?= $quote_id ?>">
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<i class="fas fa-check me-2"></i>Mark Sent
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</button>
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<?php } ?>
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</div>
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<?php } ?>
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<?php if ($can_edit && $awaiting) { ?>
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<a class="btn btn-success confirm-link" href="post.php?accept_quote=<?= $quote_id ?>&csrf_token=<?= $csrf ?>"
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data-confirm-title="Mark <?= escapeHtml($number) ?> accepted?" data-confirm-text="For when the client said yes by phone or email - its lines are locked and it can be invoiced." data-confirm-button="Accepted">
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<i class="fas fa-thumbs-up me-2"></i>Accepted
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</a>
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<a class="btn btn-outline-danger confirm-link" href="post.php?decline_quote=<?= $quote_id ?>&csrf_token=<?= $csrf ?>"
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data-confirm-title="Mark <?= escapeHtml($number) ?> declined?" data-confirm-text="The client said no - its lines are locked." data-confirm-button="Declined">
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<i class="fas fa-thumbs-down me-2"></i>Declined
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</a>
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<?php } ?>
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<?php if ($can_edit && $status === 'Accepted') { ?>
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<div class="btn-group">
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<button type="button" class="btn btn-primary ajax-modal" data-modal-url="modals/quote/quote_to_invoice.php?quote_id=<?= $quote_id ?>">
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<i class="fas fa-file-invoice-dollar me-2"></i><?= $totals['recurring'] ? 'Start Billing' : 'Make Invoice' ?>
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</button>
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<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-bs-toggle="dropdown" aria-label="More"></button>
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<div class="dropdown-menu dropdown-menu-end">
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<a class="dropdown-item confirm-link" href="post.php?mark_quote_invoiced=<?= $quote_id ?>&csrf_token=<?= $csrf ?>"
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data-confirm-text="For a quote billed some other way - it is marked invoiced without making an invoice.">
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<i class="fas fa-fw fa-check-double text-secondary me-2"></i>Mark Invoiced
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</a>
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</div>
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</div>
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<?php } ?>
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<?php if ($can_edit) { ?>
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<button type="button" class="btn btn-outline-secondary ajax-modal" data-modal-url="modals/quote/quote_edit.php?id=<?= $quote_id ?>">
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<i class="fas fa-edit me-2"></i>Edit
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</button>
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<?php } ?>
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<div class="dropdown dropstart">
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<button class="btn btn-outline-secondary" title="More actions" type="button" data-bs-toggle="dropdown">
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<i class="fas fa-fw fa-ellipsis-v"></i>
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</button>
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<div class="dropdown-menu">
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<a class="dropdown-item" href="post.php?export_quote_pdf=<?= $quote_id ?>&csrf_token=<?= $csrf ?>" target="_blank">
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<i class="fas fa-fw fa-file-pdf text-secondary me-2"></i>Download PDF
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</a>
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<a class="dropdown-item" href="#" onclick="window.print(); return false;">
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<i class="fas fa-fw fa-print text-secondary me-2"></i>Print
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</a>
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<div class="dropdown-divider"></div>
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<a class="dropdown-item clipboardjs" href="#" data-clipboard-text="<?= escapeHtml($guest_url) ?>">
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<i class="fas fa-fw fa-link text-secondary me-2"></i>Copy Client Link
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</a>
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<a class="dropdown-item" href="<?= escapeHtml($guest_url) ?>" target="_blank" rel="noopener">
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<i class="fas fa-fw fa-external-link-alt text-secondary me-2"></i>View as Client
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</a>
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<?php if ($can_edit) { ?>
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<?php if ($status !== 'Draft' && $mail_ready) { ?>
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<a class="dropdown-item ajax-modal" href="#" data-modal-size="lg" data-modal-url="modals/quote/quote_email.php?quote_id=<?= $quote_id ?>">
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<i class="fas fa-fw fa-paper-plane text-secondary me-2"></i>Send Again<span class="text-body-secondary">...</span>
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</a>
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<?php } ?>
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<div class="dropdown-divider"></div>
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<a class="dropdown-item ajax-modal" href="#" data-modal-url="modals/quote/quote_copy.php?id=<?= $quote_id ?>">
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<i class="fas fa-fw fa-copy text-secondary me-2"></i>Copy
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</a>
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<?php } ?>
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<?php if ($can_delete) { ?>
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<div class="dropdown-divider"></div>
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<a class="dropdown-item text-danger text-bold confirm-link" href="post.php?delete_quote=<?= $quote_id ?>&csrf_token=<?= $csrf ?>"
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data-confirm-text="<?= escapeHtml($number) ?> goes for good, with its lines and history.">
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<i class="fas fa-fw fa-trash me-2"></i>Delete
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</a>
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<?php } ?>
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</div>
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</div>
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</div>
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</div>
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</div>
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<?php if ($expired && $can_edit) { ?>
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<div class="alert alert-warning d-flex flex-wrap align-items-center gap-2 d-print-none">
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<i class="fas fa-hourglass-end"></i>
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<span class="me-auto">It ran out on <?= escapeHtml($quote['quote_expire']) ?> without an answer - the client can still see it but can't accept it.</span>
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<button type="button" class="btn btn-sm btn-warning ajax-modal" data-modal-url="modals/quote/quote_edit.php?id=<?= $quote_id ?>"><i class="fas fa-calendar-plus me-1"></i>Extend</button>
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</div>
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<?php } ?>
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<?= taxDocWarning('quote', $quote_id, $client_id, $items, billingLinesOpen('quote', $status), $can_edit) ?>
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<div class="row g-3">
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<!-- The quote, as the client sees it -->
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<div class="col-xl-8 itflow-paper-col">
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<?php require "../includes/billing_paper.php"; ?>
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</div>
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<div class="col-xl-4 d-print-none">
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<div class="card mb-3">
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<div class="card-header">
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<h3 class="card-title mb-0"><i class="fas fa-fw fa-comment-dollar text-secondary me-2"></i>Quote</h3>
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</div>
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<div class="card-body">
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<?php if ($totals['recurring']) { ?>
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<div class="d-flex flex-wrap gap-4 mb-3">
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<?php foreach ($totals['groups'] as $frequency => $group) {
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if ($frequency === '' && !$group['items'] && $group['discount'] == 0) {
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continue;
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} ?>
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<div>
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<div class="itflow-billing-stat-label"><?= $frequency === '' ? 'Up front' : escapeHtml($group['label']) ?></div>
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<div class="itflow-billing-stat-value"><?= $money($group['total']) ?></div>
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</div>
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<?php } ?>
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</div>
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<?php } else { ?>
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<div class="itflow-billing-stat-label">Total</div>
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<div class="itflow-billing-stat-value mb-3"><?= $money($totals['total']) ?></div>
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<?php } ?>
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<dl class="itflow-asset-dl mb-0">
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<dt>Status</dt><dd><?= quoteStatusBadge($quote) ?></dd>
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<dt>Dated</dt><dd><?= escapeHtml($quote['quote_date']) ?></dd>
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<dt>Valid until</dt>
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<dd>
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<?= escapeHtml($quote['quote_expire']) ?>
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<?php if ($awaiting || $status === 'Draft') { ?><div class="mt-1"><?= quoteExpiryPill($quote) ?></div><?php } ?>
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</dd>
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<?php $margin_html = billingMarginHtml('quote', $items, $currency); if ($margin_html) { ?>
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<dt>Margin</dt><dd><?= $margin_html ?></dd>
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<?php } ?>
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<?php $reprice_doc = $can_edit && $status === 'Draft' ? productRepriceCount(['kind' => 'quote', 'doc_id' => $quote_id]) : null; if ($reprice_doc && $reprice_doc['lines']) { ?>
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<dt>Prices</dt>
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<dd><a class="text-warning-emphasis" href="products_reprice.php?kind=quote&doc_id=<?= $quote_id ?>"><i class="fas fa-tags me-1"></i><?= intval($reprice_doc['lines']) ?> line<?= $reprice_doc['lines'] == 1 ? '' : 's' ?> at an old price</a></dd>
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<?php } ?>
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<?php if ($status === 'Draft') { ?>
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<dt>Client</dt><dd class="text-body-secondary">Not sent yet - the client can't see it</dd>
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<?php } elseif ($awaiting) { ?>
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<dt>Client</dt><dd class="text-body-secondary"><?= $status === 'Viewed' ? 'Has opened it' : "Hasn't opened it yet" ?> - they can accept or decline it from the link</dd>
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<?php } ?>
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</dl>
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</div>
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</div>
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<?php if ($made) { ?>
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<!-- What it was invoiced as -->
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<div class="card mb-3">
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<div class="card-header">
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<h3 class="card-title mb-0"><i class="fas fa-fw fa-file-invoice-dollar text-secondary me-2"></i>Invoiced as</h3>
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</div>
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<div class="list-group list-group-flush">
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<?php foreach ($made as $made_doc) {
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$made_type = $made_doc['type'];
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$made_url = $made_type === 'invoice' ? 'invoice.php?invoice_id=' . intval($made_doc['id']) : 'recurring_invoice.php?recurring_invoice_id=' . intval($made_doc['id']); ?>
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<a class="list-group-item list-group-item-action d-flex align-items-center gap-2" href="<?= $made_url ?>">
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<?= billingTile($made_type, 'sm') ?>
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<div class="flex-grow-1 min-w-0">
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<div class="fw-semibold"><?= escapeHtml($made_doc['prefix'] . $made_doc['number']) ?></div>
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<div class="small text-body-secondary"><?= $made_type === 'invoice' ? 'Invoice' : 'Recurring, ' . strtolower(recurringInvoiceFrequencies()[$made_doc['frequency']] ?? 'monthly') . ($made_doc['added'] ? ', lines added' : '') ?> · <?= escapeHtml($made_doc['status']) ?></div>
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</div>
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<div class="text-end text-nowrap fw-semibold"><?= escapeHtml(billingMoney($made_doc['amount'], $made_doc['currency'])) ?></div>
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</a>
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<?php } ?>
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</div>
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</div>
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<?php } ?>
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<?php if ($files) { ?>
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<div class="card mb-3">
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<div class="card-header">
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<h3 class="card-title mb-0"><i class="fas fa-fw fa-paperclip text-secondary me-2"></i>From the client <span class="badge rounded-pill bg-secondary-subtle text-secondary-emphasis fw-normal ms-1"><?= count($files) ?></span></h3>
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</div>
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<div class="list-group list-group-flush">
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<?php /* Through the file quick look and agent/file.php, which check access - not a link straight into the uploads folder */ ?>
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<?php foreach ($files as $file) {
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$file_id = intval($file['file_id']); ?>
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<div class="list-group-item d-flex align-items-center gap-2">
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<?= fileTypeTile($file['file_ext'], 'sm') ?>
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<div class="flex-grow-1 min-w-0">
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<a class="ajax-modal text-break" href="#" data-modal-size="lg" data-modal-url="modals/file/file.php?id=<?= $file_id ?>"><?= escapeHtml($file['file_name']) ?></a>
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<div class="small text-body-secondary"><?= formatBytes(intval($file['file_size'])) ?> · <span title="<?= escapeHtml($file['file_created_at']) ?>"><?= escapeHtml(timeAgo($file['file_created_at'])) ?></span></div>
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</div>
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<a class="btn btn-sm btn-link text-body-secondary" href="file.php?file_id=<?= $file_id ?>" title="Download"><i class="fas fa-fw fa-download"></i></a>
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</div>
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<?php } ?>
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</div>
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</div>
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<?php } ?>
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<div class="card mb-3">
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<div class="card-header">
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<h3 class="card-title mb-0"><i class="fas fa-fw fa-history text-secondary me-2"></i>History</h3>
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</div>
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<?= billingHistoryHtml($history) ?>
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</div>
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</div>
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</div>
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<?php if ($can_edit && $mail_ready) { ?>
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<!-- Quick Send posts this, the button carrying the quote id as its own name/value -->
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<form id="quickSendQuote" action="post.php" method="post" class="d-none">
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<input type="hidden" name="csrf_token" value="<?= $csrf ?>">
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<input type="hidden" name="email_quote" value="1">
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<input type="hidden" name="quick_send" value="1">
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</form>
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<?php } ?>
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<script src="/js/inline_notes.js"></script>
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<script src="/libs/SortableJS/Sortable.min.js"></script>
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<script src="/js/billing_items.js"></script>
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<script>
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document.addEventListener('DOMContentLoaded', function () {
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itflowBillingItems({
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products: <?= $can_edit_lines ? getProductsForAutocomplete($mysqli, intval($quote['client_id'])) : '[]' ?>,
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csrf: <?= json_encode($csrf) ?>,
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|
currency: <?= json_encode($currency) ?>,
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locale: <?= json_encode(str_replace('_', '-', (string) $session_company_locale)) ?>
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});
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|
});
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|
</script>
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<?php require_once "../includes/footer.php";
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