Files
itflow/agent/expenses.php
johnnyq 9e55d52432 Vendors overhaul for daily MSP work: new vendor page built around calling them, with Call support (dials the extension), Email, Support site, a star, and a New menu (case/ticket with them, license from them, asset bought from them, portal login, document, upload, or expense and recurring expense for our own vendors), Support card (phone, hours, SLA, email, site), Account card (account number, PIN shown as dots with show and copy, account manager name, direct line and email), blur-to-save notes, an Also used by list of the agent's other clients with the same vendor by name or template, and tabs for Cases (open first, with their ticket number), Licenses (soonest renewal first), Assets (serial, order ref, warranty status), Domains (registrar, web host, DNS, mail), Services, Logins, Documents, Files and History; our own vendors show spend this year, last year and in all, recent expenses and recurring expenses; new vendor quick look; rebuilt vendors list with starred first, initials tiles coloured by vendor name, support line, hours and SLA, account number and PIN, chips for open cases, licenses, assets, domains, services and logins, an Ours / Clients' switch with an all-clients view in All Client Docs, wider search (account manager, emails, tags), tag filter and bulk Tags/Archive/Restore/Delete; shared tabbed vendor form (Details, Support, Account, Notes) with star, tags and start from template that fills every field; Add a Template to Clients to roll one vendor out to many clients, skipping those that have it; Admin Vendor Templates shows how many clients use each template and has Add to clients; vendor tags (tag type 6) with vendor tags in the Tags starter pack; ticket vendor block shows their ticket number, support line, hours, SLA, account number and PIN with copy buttons; vendor tiles in every vendor picker and quick look links across tickets, licenses, assets, domains, services and expense lists; search opens the vendor page; CSV export adds tags, open cases, account manager and PIN; logins, documents and files can be linked to a vendor and ones made from a vendor's page are linked to it; demo vendors get tags, a star and an account manager; database update 2.8.2 adds vendor_tags and vendor_contact_phone_country_code, vendor_contact_phone, vendor_contact_email (db.sql updated) and clears references to vendors that no longer exist; ticket vendor now validated against the ticket's client and removing a vendor from a ticket is logged as such; deleting a vendor from a template no longer unlinks every other vendor from that template; deleting a vendor clears it from assets, licenses, tickets and domains, and vendors with expenses, recurring expenses or payment provider fees are archived rather than deleted; vendor websites without a scheme open correctly; domain form vendor names escaped; new vendor templates keep the phone country code and pushing a template update with nothing ticked no longer errors; vendors API accepts the account manager fields; new functions/vendor.php (VENDOR_USES, vendorCan/vendorEnforce with client vendors on module_client and ours on module_financial, tile, link, website, PIN, form, tags, counts, delete check, reference clearing, also used by, spend, history), credential|vendor and file|vendor link relations, tag module_ours for our own vendors, handlers add_vendor_template_to_clients, favorite_vendor, unfavorite_vendor and ajax vendor_set_notes, vendor_model.php removed
2026-10-14 22:49:05 -04:00

358 lines
20 KiB
PHP

<?php
// Default Column Sortby/Order Filter
$sort = "expense_date";
$order = "DESC";
require_once "includes/inc_all.php";
// Perms
enforceUserPermission('module_financial');
// Account Filter
if (isset($_GET['account']) & !empty($_GET['account'])) {
$account_query = 'AND (expense_account_id = ' . intval($_GET['account']) . ')';
$account_filter = intval($_GET['account']);
} else {
// Default - any
$account_query = '';
$account_filter = '';
}
// Vendor Filter
if (isset($_GET['vendor']) & !empty($_GET['vendor'])) {
$vendor_query = 'AND (vendor_id = ' . intval($_GET['vendor']) . ')';
$vendor_filter = intval($_GET['vendor']);
} else {
// Default - any
$vendor_query = '';
$vendor_filter = '';
}
// Category Filter
if (isset($_GET['category']) & !empty($_GET['category'])) {
$category_query = 'AND (category_id = ' . intval($_GET['category']) . ')';
$category_filter = intval($_GET['category']);
} else {
// Default - any
$category_query = '';
$category_filter = '';
}
$sql = mysqli_query(
$mysqli,
"SELECT SQL_CALC_FOUND_ROWS account_name, category_name, client_name, expense_account_id, expense_amount,
expense_category_id, expense_client_id, expense_created_at, expense_currency_code,
expense_date, expense_description, expense_id, expense_receipt, expense_reference,
expense_vendor_id, vendor_name FROM expenses
LEFT JOIN categories ON expense_category_id = category_id
LEFT JOIN vendors ON expense_vendor_id = vendor_id
LEFT JOIN accounts ON expense_account_id = account_id
LEFT JOIN clients ON expense_client_id = client_id
WHERE expense_vendor_id > 0
AND DATE(expense_date) BETWEEN '$dtf' AND '$dtt'
$vendor_query
$category_query
AND (vendor_name LIKE '%$q%' OR client_name LIKE '%$q%' OR category_name LIKE '%$q%' OR account_name LIKE '%$q%' OR expense_description LIKE '%$q%' OR expense_amount LIKE '%$q%')
$account_query
" . clientScopeSql('expense_client_id') . "
ORDER BY $sort $order LIMIT $record_from, $record_to"
);
$num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
?>
<div class="card">
<div class="card-header bg-dark py-2">
<h3 class="card-title mt-2"><i class="fas fa-fw fa-shopping-cart me-2"></i>Expenses</h3>
<div class="card-tools">
<div class="btn-group">
<button type="button" class="btn btn-primary ajax-modal" data-modal-url="modals/expense/expense_add.php" data-modal-size="lg"><i class="fas fa-plus me-2"></i>New Expense</button>
<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-bs-toggle="dropdown"></button>
<div class="dropdown-menu">
<a class="dropdown-item text-dark ajax-modal" href="#"
data-modal-url="<?= buildExportModalUrl('modals/expense/expense_export.php', ['account', 'vendor', 'category', 'q'], ['dtf' => $dtf, 'dtt' => $dtt]) ?>">
<i class="fa fa-fw fa-download me-2"></i>Export
</a>
</div>
</div>
</div>
</div>
<div class="card-header py-3">
<form autocomplete="off">
<div class="row g-2 align-items-end">
<div class="col-sm-4">
<div class="input-group">
<input type="search" class="form-control" name="q" value="<?php if (isset($q)) { echo stripslashes(escapeHtml($q)); } ?>" placeholder="Search Expenses">
<button class="btn btn-secondary" title="More filters" type="button" data-bs-toggle="collapse" data-bs-target="#advancedFilter"><i class="fas fa-filter"></i></button>
<button class="btn btn-primary" title="Search"><i class="fa fa-search"></i></button>
</div>
</div>
<div class="col-sm-8">
<div class="btn-group float-end">
<div class="dropdown ms-2" id="bulkActionButton" hidden>
<button class="btn btn-secondary dropdown-toggle" type="button" data-bs-toggle="dropdown">
<i class="fas fa-fw fa-layer-group me-2"></i>Bulk Action (<span id="selectedCount">0</span>)
</button>
<div class="dropdown-menu">
<a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/expense/expense_bulk_edit_category.php"
data-bulk="true">
<i class="fas fa-fw fa-list me-2"></i>Set Category
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/expense/expense_bulk_edit_account.php"
data-bulk="true">
<i class="fas fa-fw fa-piggy-bank me-2"></i>Set Account
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item ajax-modal" href="#"
data-modal-url="modals/expense/expense_bulk_edit_client.php"
data-bulk="true">
<i class="fas fa-fw fa-user me-2"></i>Set Client
</a>
<?php if ($session_user_role == 3) { ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger text-bold ajax-modal" href="#"
data-modal-url="modals/expense/expense_bulk_delete.php"
data-bulk="true">
<i class="fas fa-fw fa-trash me-2"></i>Delete
</a>
<?php } ?>
</div>
</div>
</div>
</div>
</div>
<div class="collapse mt-3 <?php if (isset($_GET['dtf']) && $_GET['dtf'] !== '1970-01-01' || $account_filter || $vendor_filter || $category_filter) { echo"show"; } ?>" id="advancedFilter">
<div class="row g-3">
<div class="col-md-3">
<div>
<label class="form-label">Date range</label>
<input type="text" id="dateFilter" class="form-control" autocomplete="off">
<input type="hidden" name="canned_date" id="canned_date" value="<?= escapeHtml($_GET['canned_date']) ?? '' ?>">
<input type="hidden" name="dtf" id="dtf" value="<?= escapeHtml($dtf ?? '') ?>">
<input type="hidden" name="dtt" id="dtt" value="<?= escapeHtml($dtt ?? '') ?>">
</div>
</div>
<div class="col-sm-2">
<div>
<label class="form-label">Vendor</label>
<select class="form-select select2" name="vendor" onchange="this.form.submit()">
<option value="">- All Vendors -</option>
<?php
$sql_vendors_filter = mysqli_query($mysqli, "SELECT vendor_id, vendor_name FROM vendors WHERE EXISTS (SELECT 1 FROM expenses WHERE expense_vendor_id = vendor_id) ORDER BY vendor_name ASC");
while ($row = mysqli_fetch_assoc($sql_vendors_filter)) {
$vendor_id = intval($row['vendor_id']);
$vendor_name = escapeHtml($row['vendor_name']);
?>
<option <?php if ($vendor_filter == $vendor_id) { echo "selected"; } ?> value="<?= $vendor_id ?>"><?= $vendor_name ?></option>
<?php
}
?>
</select>
</div>
</div>
<div class="col-sm-2">
<div>
<label class="form-label">Category</label>
<select class="form-select select2" name="category" onchange="this.form.submit()">
<option value="">- All Categories -</option>
<?php
$sql_categories_filter = mysqli_query($mysqli, "SELECT category_id, category_name, category_color, category_icon FROM categories WHERE category_type = 'Expense' AND EXISTS (SELECT 1 FROM expenses WHERE expense_category_id = category_id) ORDER BY category_name ASC");
while ($row = mysqli_fetch_assoc($sql_categories_filter)) {
$category_id = intval($row['category_id']);
$category_name = escapeHtml($row['category_name']);
?>
<option <?php if ($category_filter == $category_id) { echo "selected"; } ?> value="<?= $category_id ?>"<?= selectOptionColor($row['category_color'] ?? '', $row['category_icon'] ?? '') ?>><?= $category_name ?></option>
<?php
}
?>
</select>
</div>
</div>
<div class="col-sm-2">
<div>
<label class="form-label">Account</label>
<select class="form-select select2" name="account" onchange="this.form.submit()">
<option value="">- All Accounts -</option>
<?php
$sql_accounts_filter = mysqli_query($mysqli, "SELECT account_id, account_name FROM accounts WHERE EXISTS (SELECT 1 FROM expenses WHERE expense_account_id = account_id) ORDER BY account_name ASC");
while ($row = mysqli_fetch_assoc($sql_accounts_filter)) {
$account_id = intval($row['account_id']);
$account_name = escapeHtml($row['account_name']);
?>
<option <?php if ($account_filter == $account_id) { echo "selected"; } ?> value="<?= $account_id ?>"><?= $account_name ?></option>
<?php
}
?>
</select>
</div>
</div>
</div>
</div>
</form>
</div>
<div class="table-responsive">
<table class="table table-striped table-borderless table-hover mb-0">
<thead class="text-dark <?php if ($num_rows[0] == 0) { echo "d-none"; } ?>">
<tr>
<td class="checkbox-column border-end">
<div class="form-check">
<input class="form-check-input" id="selectAllCheckbox" type="checkbox" onclick="checkAll(this)">
</div>
</td>
<th>
<a class="text-dark" href="?<?= $url_query_strings_sort ?>&sort=expense_date&order=<?= $disp ?>">
Date <?php if ($sort == 'expense_date') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?= $url_query_strings_sort ?>&sort=category_name&order=<?= $disp ?>">
Category <?php if ($sort == 'category_name') { echo $order_icon; } ?>
</a>
/
<a class="text-secondary" href="?<?= $url_query_strings_sort ?>&sort=expense_description&order=<?= $disp ?>">
Description <?php if ($sort == 'expense_description') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?= $url_query_strings_sort ?>&sort=vendor_name&order=<?= $disp ?>">
Vendor <?php if ($sort == 'vendor_name') { echo $order_icon; } ?>
</a>
</th>
<th class="text-end">
<a class="text-dark" href="?<?= $url_query_strings_sort ?>&sort=expense_amount&order=<?= $disp ?>">
Amount <?php if ($sort == 'expense_amount') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?= $url_query_strings_sort ?>&sort=account_name&order=<?= $disp ?>">
Account <?php if ($sort == 'account_name') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?= $url_query_strings_sort ?>&sort=client_name&order=<?= $disp ?>">
Client <?php if ($sort == 'client_name') { echo $order_icon; } ?>
</a>
</th>
<th class="text-center">Action</th>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_assoc($sql)) {
$expense_id = intval($row['expense_id']);
$expense_date = escapeHtml($row['expense_date']);
$expense_amount = floatval($row['expense_amount']);
$expense_currency_code = escapeHtml($row['expense_currency_code']);
$expense_description = escapeHtml($row['expense_description']);
$expense_receipt = escapeHtml($row['expense_receipt']);
$expense_reference = escapeHtml($row['expense_reference']);
$expense_created_at = escapeHtml($row['expense_created_at']);
$expense_vendor_id = intval($row['expense_vendor_id']);
$vendor_name = escapeHtml($row['vendor_name']);
$expense_category_id = intval($row['expense_category_id']);
$category_name = escapeHtml($row['category_name']);
$account_name = escapeHtml($row['account_name']);
$expense_account_id = intval($row['expense_account_id']);
$client_name = escapeHtml($row['client_name']) ?: '-';
$expense_client_id = intval($row['expense_client_id']);
if (empty($expense_receipt)) {
$receipt_attached = "";
} else {
$path_info = pathinfo($expense_receipt);
$ext = $path_info['extension'];
$receipt_attached = "<a class='text-secondary me-2' target='_blank' href='../uploads/expenses/$expense_receipt' download='$expense_date-$vendor_name-$category_name-$expense_id.$ext'><i class='fa fa-file'></i></a>";
}
?>
<tr>
<td class="checkbox-column bg-light border-end">
<div class="form-check">
<input class="form-check-input bulk-select" type="checkbox" name="expense_ids[]" value="<?= $expense_id ?>">
</div>
</td>
<td>
<?= $receipt_attached ?>
<a class="text-dark ajax-modal" href="#" title="Created: <?= $expense_created_at ?>"
data-modal-size="lg"
data-modal-url="modals/expense/expense_edit.php?id=<?= $expense_id ?>">
<?= $expense_date ?>
</a>
</td>
<td>
<?= $category_name ?>
<div class="text-secondary"><small><?= truncate($expense_description, 60) ?></small></div>
</td>
<td><?= $expense_vendor_id ? vendorLink($expense_vendor_id, $vendor_name, ['page' => true]) : '-' ?></td>
<td class="text-end font-monospace"><?= numfmt_format_currency($currency_format, $expense_amount, $expense_currency_code) ?></td>
<td><?= $account_name ?></td>
<td><?= $client_name ?></td>
<td>
<div class="dropdown dropstart text-center">
<button class="btn btn-secondary btn-sm" title="More actions" type="button" data-bs-toggle="dropdown">
<i class="fas fa-ellipsis-h"></i>
</button>
<div class="dropdown-menu">
<?php
if (!empty($expense_receipt)) { ?>
<a class="dropdown-item" href="<?= "../uploads/expenses/$expense_receipt" ?>" download="<?= "$expense_date-$vendor_name-$category_name-$expense_id.pdf" ?>">
<i class="fas fa-fw fa-download me-2"></i>Download
</a>
<div class="dropdown-divider"></div>
<?php } ?>
<a class="dropdown-item ajax-modal" href="#"
data-modal-size="lg"
data-modal-url="modals/expense/expense_edit.php?id=<?= $expense_id ?>">
<i class="fas fa-fw fa-edit me-2"></i>Edit
</a>
<a class="dropdown-item ajax-modal" href="#"
data-modal-size="lg"
data-modal-url="modals/expense/expense_copy.php?id=<?= $expense_id ?>">
<i class="fas fa-fw fa-copy me-2"></i>Copy
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item ajax-modal" href="#"
data-modal-size="lg"
data-modal-url="modals/expense/expense_refund.php?id=<?= $expense_id ?>">
<i class="fas fa-fw fa-undo-alt me-2"></i>Refund
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger text-bold confirm-link" href="post.php?delete_expense=<?= $expense_id ?>&csrf_token=<?= $_SESSION['csrf_token'] ?>">
<i class="fas fa-fw fa-trash me-2"></i>Delete
</a>
</div>
</div>
</td>
</tr>
<?php
}
?>
</tbody>
</table>
</div>
<?php require_once "../includes/filter_footer.php"; ?>
</div>
<script src="/js/bulk_actions.js"></script>
<?php
require_once "../includes/footer.php";