Files
itflow/agent/modals/client/client_edit.php
johnnyq b5dc8883f1 Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated
2026-10-17 13:59:13 -04:00

276 lines
14 KiB
PHP

<?php
require_once '../../../includes/modal_header.php';
enforceUserPermission('module_client', 2);
$client_id = intval($_GET['id']);
enforceClientAccess();
$sql = mysqli_query($mysqli, "SELECT client_abbreviation, client_archived_at, client_created_at, client_lead, client_name,
client_net_terms, client_notes, client_rate, client_reminders, client_referral, client_tax_id_number,
client_default_tax_id, client_tax_exempt, client_tax_exempt_number, client_tax_exempt_expires,
client_type, client_website FROM clients WHERE client_id = $client_id LIMIT 1");
$row = mysqli_fetch_assoc($sql);
$client_tax_row = $row;
$client_name = escapeHtml($row['client_name']);
$client_is_lead = intval($row['client_lead']);
$client_type = escapeHtml($row['client_type']);
$client_website = escapeHtml($row['client_website']);
$client_referral = escapeHtml($row['client_referral']);
$client_net_terms = intval($row['client_net_terms']);
$client_reminders = intval($row['client_reminders'] ?? 1);
$client_tax_id_number = escapeHtml($row['client_tax_id_number']);
$client_abbreviation = escapeHtml($row['client_abbreviation']);
$client_rate = floatval($row['client_rate']);
$client_notes = escapeHtml($row['client_notes']);
$client_created_at = escapeHtml($row['client_created_at']);
$client_archived_at = escapeHtml($row['client_archived_at']);
// Client SLA assignments
$client_sla_assignments = [];
$sql_client_slas = mysqli_query($mysqli, "SELECT sla_assignment_priority, sla_assignment_sla_id FROM sla_assignments WHERE sla_assignment_client_id = $client_id");
while ($client_sla_row = mysqli_fetch_assoc($sql_client_slas)) {
$client_sla_assignments[$client_sla_row['sla_assignment_priority']] = intval($client_sla_row['sla_assignment_sla_id']);
}
// Client Tags
$client_tag_id_array = array();
$sql_client_tags = mysqli_query($mysqli, "SELECT tag_id FROM client_tags WHERE client_id = $client_id");
while ($row = mysqli_fetch_assoc($sql_client_tags)) {
$client_tag_id = intval($row['tag_id']);
$client_tag_id_array[] = $client_tag_id;
}
$net_terms_array = array (
'0'=>'On Receipt',
'7'=>'7 Days',
'10'=>'10 Days',
'15'=>'15 Days',
'30'=>'30 Days',
'45'=>'45 Days',
'60'=>'60 Days',
'90'=>'90 Days'
);
ob_start();
?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class='fa fa-fw fa-user-edit me-2'></i>Editing Client: <strong><?= $client_name ?></strong></h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
<input type="hidden" name="client_id" value="<?= $client_id ?>">
<ul class="modal-header nav nav-pills nav-justified mb-3">
<li class="nav-item">
<a class="nav-link active" data-bs-toggle="pill" href="#pills-client-details<?= $client_id ?>">Details</a>
</li>
<?php if ($config_module_enable_accounting) { ?>
<li class="nav-item">
<a class="nav-link" data-bs-toggle="pill" href="#pills-client-billing<?= $client_id ?>">Billing</a>
</li>
<?php } ?>
<li class="nav-item">
<a class="nav-link" data-bs-toggle="pill" href="#pills-client-notes<?= $client_id ?>">Notes</a>
</li>
</ul>
<div class="modal-body">
<div class="tab-content">
<div class="tab-pane fade show active" id="pills-client-details<?= $client_id ?>">
<div class="mb-3">
<label>Name <strong class="text-danger">*</strong> / <span class="text-secondary">Is Lead</span></label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
<input type="text" class="form-control" name="name" placeholder="Name or Company" maxlength="200"
value="<?= $client_name ?>" required>
<div class="input-group-text">
<input class="form-check-input" type="checkbox" name="lead" value="1" <?php if($client_is_lead == 1){ echo "checked"; } ?>>
</div>
</div>
</div>
<div class="mb-3">
<label>Shortened Name</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
<input type="text" class="form-control" name="abbreviation" placeholder="Shortened name for client - Max chars 6" value="<?= $client_abbreviation ?>" maxlength="6" oninput="this.value = this.value.toUpperCase()">
</div>
</div>
<div class="mb-3">
<label>Industry</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-briefcase"></i></span>
<input type="text" class="form-control" name="type" placeholder="Industry" maxlength="200"
value="<?= $client_type ?>">
</div>
</div>
<div class="mb-3">
<label>Referral</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-link"></i></span>
<select class="form-select select2" data-tags="true" name="referral">
<option value="">- Select Referral -</option>
<?php
$referral_sql = mysqli_query($mysqli, "SELECT category_name, category_color, category_icon FROM categories WHERE category_type = 'Referral' AND (category_archived_at > '$client_created_at' OR category_archived_at IS NULL) ORDER BY category_name ASC");
while ($row = mysqli_fetch_assoc($referral_sql)) {
$referral = escapeHtml($row['category_name']);
?>
<option <?php if ($client_referral == $referral) {
echo "selected";
} ?><?= selectOptionColor($row['category_color'] ?? '', $row['category_icon'] ?? '') ?>>
<?= $referral ?>
</option>
<?php
}
?>
</select>
<button class="btn btn-secondary ajax-modal" title="New category" type="button"
data-modal-url="../admin/modals/category/category_add.php?category=Referral">
<i class="fas fa-fw fa-plus"></i>
</button>
</div>
</div>
<div class="mb-3">
<label>Website</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-globe"></i></span>
<input type="text" class="form-control" name="website" placeholder="ex. google.com" maxlength="200"
value="<?= $client_website ?>">
</div>
</div>
<div class="mb-3">
<label>Tags</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-tags"></i></span>
<select class="form-select select2" name="tags[]" data-placeholder="Add some tags" multiple<?= !empty($session_is_admin) ? ' data-tags="true"' : '' ?>>
<?= tagOptionsHtml('client', $client_tag_id_array) ?>
</select>
</div>
</div>
</div>
<?php if ($config_module_enable_accounting) { ?>
<div class="tab-pane fade" id="pills-client-billing<?= $client_id ?>">
<div class="mb-3">
<label>Hourly Rate</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-clock"></i></span>
<input type="text" class="form-control" inputmode="decimal"
pattern="[0-9]*\.?[0-9]{0,2}" name="rate" placeholder="0.00"
value="<?= number_format($client_rate, 2, '.', '') ?>">
</div>
</div>
<div class="mb-3">
<label>Invoice Net Terms</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
<select class="form-select select2" name="net_terms">
<option value="">- Net Terms -</option>
<?php foreach ($net_terms_array as $net_term_value => $net_term_name) { ?>
<option <?php if ($net_term_value == $client_net_terms) {
echo "selected";
} ?> value="<?= $net_term_value ?>">
<?= $net_term_name ?>
</option>
<?php } ?>
</select>
</div>
</div>
<div class="mb-3">
<label>Tax ID</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-balance-scale"></i></span>
<input type="text" class="form-control" name="tax_id_number" maxlength="255"
placeholder="Tax ID Number" value="<?= $client_tax_id_number ?>">
</div>
</div>
<?php
$client_tax = $client_tax_row;
$client_tax_key = $client_id;
require __DIR__ . '/client_tax_fields.php';
?>
<div class="mb-3">
<input type="hidden" name="reminders_field" value="1">
<div class="form-check form-switch">
<input type="checkbox" class="form-check-input" name="reminders" value="1" id="clientReminders<?= $client_id ?>" <?= $client_reminders ? 'checked' : '' ?>>
<label class="form-check-label" for="clientReminders<?= $client_id ?>">Payment reminders and statements</label>
</div>
<small class="text-secondary">Emailed as set in Invoice Settings. Off, this client gets neither - invoices can still be sent by hand.</small>
</div>
</div>
<?php } ?>
<div class="tab-pane fade" id="pills-client-notes<?= $client_id ?>">
<div class="mb-3">
<textarea class="form-control" rows="10" placeholder="Enter some notes" name="notes"><?= $client_notes ?></textarea>
</div>
<?php
// Ticket SLA assignments - only offered when active SLAs exist
$sla_options = [];
$sla_options_sql = mysqli_query($mysqli, "SELECT sla_id, sla_name FROM slas WHERE sla_archived_at IS NULL ORDER BY sla_name ASC");
while ($sla_option_row = mysqli_fetch_assoc($sla_options_sql)) {
$sla_options[intval($sla_option_row['sla_id'])] = $sla_option_row['sla_name'];
}
if ($config_module_enable_ticketing && !empty($sla_options)) { ?>
<div class="mb-3">
<label>Ticket SLAs</label>
<div class="row g-2">
<?php foreach (['Low', 'Medium', 'High', 'Urgent'] as $sla_priority) { $sla_current = $client_sla_assignments[$sla_priority] ?? 'default'; ?>
<div class="col-3">
<small class="text-secondary"><?= $sla_priority ?></small>
<select class="form-select" name="client_sla_<?= strtolower($sla_priority) ?>">
<option value="default" <?php if ($sla_current === 'default') { echo "selected"; } ?>>Default</option>
<option value="0" <?php if ($sla_current === 0) { echo "selected"; } ?>>None</option>
<?php foreach ($sla_options as $sla_option_id => $sla_option_name) { ?>
<option value="<?= $sla_option_id ?>" <?php if ($sla_current === $sla_option_id) { echo "selected"; } ?>><?= escapeHtml($sla_option_name) ?></option>
<?php } ?>
</select>
</div>
<?php } ?>
</div>
<small class="text-muted">Default follows the global SLA assignment for each priority.</small>
</div>
<?php } ?>
</div>
</div>
</div>
<div class="modal-footer">
<button type="submit" name="edit_client" class="btn btn-primary text-bold"><i class="fa fa-check me-2"></i>Save</button>
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>
<?php
require_once '../../../includes/modal_footer.php';