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https://github.com/itflow-org/itflow
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457 lines
24 KiB
PHP
457 lines
24 KiB
PHP
<?php
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/*
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* What a contract sets while it is in force, and the recurring invoice that
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* bills it.
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*
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* In force: an active, ended or cancelled contract, from the day it starts
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* to its last day - and an active one that renews itself after that too,
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* until the nightly job renews it. While a contract is in force:
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* - a new ticket of the client's gets the contract's SLA for its priority
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* (getTicketSlaId() in functions/sla.php asks contractSlaFor() first),
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* ahead of the client's own in Admin > SLAs;
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* - time bills at the contract's rate - its after-hours rate for a ticket
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* opened outside the business days and hours in Admin > Settings (the
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* ones SLAs use) - going by the contract in force on the day the work was
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* done (contractTicketRate(), used by billingUnbilledTickets());
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* - a new invoice is due on the contract's net terms (contractNetTerms()).
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* Whatever the contract leaves empty, the client's own applies. When two
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* are in force, the one that started last is asked first.
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*
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* A contract can be linked to one of the client's recurring invoices
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* (contract_recurring_invoice_id, from database 3.4.5), or make one. It is
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* paused while the contract is a draft, runs while it is active (or
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* cancelled and still in force), and is paused once the contract ends -
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* once: contract_recurring_stopped_at notes it, so one started again by
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* hand is left alone. agent/contract.php shows it, with the Recurring
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* invoice window (agent/modals/contract/contract_recurring.php) and the
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* handlers in agent/post/contract.php.
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*/
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/** Whether the 3.4.5 update has run - a contract can be linked to a recurring invoice. */
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function contractBillingReady() {
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global $mysqli;
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static $ready = null;
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if ($ready === null) {
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if (defined('CURRENT_DATABASE_VERSION')) {
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$version = CURRENT_DATABASE_VERSION;
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} else {
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$result = mysqli_query($mysqli, "SELECT config_current_database_version FROM settings WHERE company_id = 1");
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$version = $result && ($row = mysqli_fetch_row($result)) ? (string) $row[0] : '0';
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}
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$ready = version_compare($version, '3.4.5', '>=');
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}
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return $ready;
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}
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/* ---------------------------------------------------------------- in force */
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/*
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* A client's contracts that are, were or will be in force - not drafts, not
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* archived, with a start date - the latest to start first. Kept for the
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* request; $refresh reads them again.
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*/
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function contractTermsContracts($client_id, $refresh = false) {
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global $mysqli;
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static $cache = [];
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$client_id = intval($client_id);
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if ($client_id <= 0 || !contractsReady()) {
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return [];
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}
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if ($refresh || !isset($cache[$client_id])) {
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$parts = implode(', ', array_map(function ($part) { return "contract_sla_{$part}_id"; }, CONTRACT_SLA_PRIORITIES));
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$rows = [];
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$sql = mysqli_query($mysqli, "SELECT contract_id, contract_name, contract_status, contract_start_date, contract_end_date, contract_auto_renew,
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contract_rate_standard, contract_rate_after_hours, contract_net_terms, $parts
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FROM contracts WHERE contract_client_id = $client_id AND contract_status IN ('Active', 'Ended', 'Cancelled') AND contract_archived_at IS NULL
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AND contract_start_date IS NOT NULL
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ORDER BY contract_start_date DESC, contract_id DESC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$rows[] = $row;
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}
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$cache[$client_id] = $rows;
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}
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return $cache[$client_id];
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}
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/** Whether a contract is in force on a day ('Y-m-d'). */
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function contractInForceOn(array $row, $date) {
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$start = (string) ($row['contract_start_date'] ?? '');
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$end = (string) ($row['contract_end_date'] ?? '');
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if (!in_array($row['contract_status'] ?? '', ['Active', 'Ended', 'Cancelled'], true) || $start === '' || $start > $date) {
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return false;
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}
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if ($end === '' || $end >= $date) {
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return true;
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}
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// Past its last day - an active one that renews itself is only waiting for tonight's renewal
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return $row['contract_status'] === 'Active' && intval($row['contract_auto_renew']) === 1;
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}
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/*
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* The contract in force for a client on a day that sets $what - 'rate',
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* 'net', an SLA priority part ('low', 'medium', 'high', 'urgent'), or ''
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* for any - the one that started last. Null when none does.
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*/
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function contractTermsOn($client_id, $date, $what = '') {
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$date = $date ?: date('Y-m-d');
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foreach (contractTermsContracts($client_id) as $row) {
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if (!contractInForceOn($row, $date)) {
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continue;
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}
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if ($what === 'rate' && floatval($row['contract_rate_standard']) <= 0 && floatval($row['contract_rate_after_hours']) <= 0) {
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continue;
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}
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if ($what === 'net' && $row['contract_net_terms'] === null) {
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continue;
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}
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if (in_array($what, CONTRACT_SLA_PRIORITIES, true) && !intval($row["contract_sla_{$what}_id"])) {
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continue;
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}
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return $row;
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}
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return null;
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}
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/** The contracts in force for a client today - the latest to start first. */
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function contractsInForce($client_id) {
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$today = date('Y-m-d');
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return array_values(array_filter(contractTermsContracts($client_id), function ($row) use ($today) {
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return contractInForceOn($row, $today);
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}));
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}
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/* ---------------------------------------------------------------- SLAs */
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/*
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* The SLA a contract in force today sets for a priority of the client's
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* tickets - 0 when none does (the client's own applies). An archived SLA
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* doesn't count.
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*/
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function contractSlaFor($client_id, $priority, $date = null) {
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global $mysqli;
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$part = CONTRACT_SLA_PRIORITIES[(string) $priority] ?? null;
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if (!$part) {
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return 0;
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}
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foreach (contractTermsContracts($client_id) as $row) {
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$sla_id = intval($row["contract_sla_{$part}_id"]);
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if (!$sla_id || !contractInForceOn($row, $date ?? date('Y-m-d'))) {
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continue;
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}
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if (mysqli_num_rows(mysqli_query($mysqli, "SELECT sla_id FROM slas WHERE sla_id = $sla_id AND sla_archived_at IS NULL LIMIT 1"))) {
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return $sla_id;
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}
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}
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return 0;
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}
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/* ---------------------------------------------------------------- rates */
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/*
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* Whether a moment is outside business hours - not a business day, a
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* closure day, or before or after the hours in Admin > Settings (the
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* calendar SLAs use). With no business calendar set up, nothing is.
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*/
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function contractAfterHours($datetime) {
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$settings = getSlaSettings();
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$ts = strtotime((string) $datetime);
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$days = $settings['business_days'];
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$start = (string) $settings['business_hours_start'];
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$end = (string) $settings['business_hours_end'];
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if (!$ts || empty($days) || $start === '' || $end === '' || $start >= $end) {
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return false;
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}
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$day = date('Y-m-d', $ts);
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if (!in_array(intval(date('N', $ts)), $days) || isset(getBusinessHolidays()[$day])) {
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return true;
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}
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return $ts < strtotime("$day $start") || $ts >= strtotime("$day $end");
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}
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/*
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* The hourly rate a ticket's time bills at, and where it comes from. The
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* contract in force on the day the work was done (resolved, else closed,
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* else opened): its after-hours rate when the ticket was opened outside
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* business hours and it has one, else its rate. Else the client's own,
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* else the default. $ticket has ticket_client_id, client_rate,
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* ticket_created_at, ticket_resolved_at, ticket_closed_at. [rate, source
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* (after_hours, contract, client or default), contract_id, contract_name,
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* note - in words].
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*/
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function contractTicketRate(array $ticket) {
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$done = substr((string) (($ticket['ticket_resolved_at'] ?? '') ?: (($ticket['ticket_closed_at'] ?? '') ?: ($ticket['ticket_created_at'] ?? ''))), 0, 10) ?: date('Y-m-d');
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$after = null;
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foreach (contractTermsContracts($ticket['ticket_client_id'] ?? 0) as $row) {
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if (!contractInForceOn($row, $done)) {
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continue;
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}
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// A rate of nothing is no rate - the client's own applies
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if (floatval($row['contract_rate_after_hours']) > 0) {
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$after = $after ?? contractAfterHours($ticket['ticket_created_at'] ?? '');
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if ($after) {
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return ['rate' => floatval($row['contract_rate_after_hours']), 'source' => 'after_hours', 'contract_id' => intval($row['contract_id']), 'contract_name' => $row['contract_name'],
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'note' => $row['contract_name'] . "'s after-hours rate - opened outside business hours"];
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}
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}
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if (floatval($row['contract_rate_standard']) > 0) {
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return ['rate' => floatval($row['contract_rate_standard']), 'source' => 'contract', 'contract_id' => intval($row['contract_id']), 'contract_name' => $row['contract_name'],
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'note' => $row['contract_name'] . "'s rate"];
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}
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}
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$client_rate = floatval($ticket['client_rate'] ?? 0);
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return ['rate' => billingTimeRate($client_rate), 'source' => $client_rate > 0 ? 'client' : 'default', 'contract_id' => 0, 'contract_name' => '',
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'note' => $client_rate > 0 ? "the client's rate" : 'the default rate'];
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}
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/*
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* A client's hourly rate today - the contract in force's, else the client's
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* own, else the default - for a price to start from. [rate, source, note].
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*/
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function contractClientRate($client_id) {
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return contractTicketRate(['ticket_client_id' => intval($client_id), 'client_rate' => getFieldById('clients', intval($client_id), 'client_rate'), 'ticket_resolved_at' => date('Y-m-d'),
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// A moment in business hours, so the standard rate is the one given
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'ticket_created_at' => '']);
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}
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/* ---------------------------------------------------------------- net terms */
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/** The days a client's invoice dated $date is due after - the contract in force's net terms, else the client's. */
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function contractNetTerms($client_id, $date, $client_terms = null) {
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$row = contractTermsOn($client_id, $date ?: date('Y-m-d'), 'net');
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if ($row) {
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return intval($row['contract_net_terms']);
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}
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return intval($client_terms ?? getFieldById('clients', intval($client_id), 'client_net_terms'));
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}
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/*
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* Every client with a contract in force today that sets net terms - client
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* id => [terms, contract name] - for windows that pick the client and say
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* when an invoice is due.
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*/
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function contractNetTermsToday() {
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global $mysqli;
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$terms = [];
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if (!contractsReady()) {
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return $terms;
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}
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$today = date('Y-m-d');
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$sql = mysqli_query($mysqli, "SELECT contract_client_id, contract_net_terms, contract_name FROM contracts
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WHERE contract_status IN ('Active', 'Ended', 'Cancelled') AND contract_archived_at IS NULL AND contract_net_terms IS NOT NULL
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AND contract_start_date IS NOT NULL AND contract_start_date <= '$today'
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AND (contract_end_date IS NULL OR contract_end_date >= '$today' OR (contract_status = 'Active' AND contract_auto_renew = 1))
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ORDER BY contract_start_date DESC, contract_id DESC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$terms[intval($row['contract_client_id'])] = $terms[intval($row['contract_client_id'])] ?? [intval($row['contract_net_terms']), $row['contract_name']];
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}
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return $terms;
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}
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/* ---------------------------------------------------------------- the recurring invoice */
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/** The recurring invoice a contract is linked to - with its client - or null. */
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function contractRecurringRow(array $row) {
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if (!contractBillingReady() || !intval($row['contract_recurring_invoice_id'] ?? 0)) {
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return null;
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}
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return billingRow('recurring', intval($row['contract_recurring_invoice_id']), false) ?: null;
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}
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/** The contract a recurring invoice is linked to - id and name - or null. */
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function contractForRecurring($recurring_invoice_id) {
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global $mysqli;
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if (!contractBillingReady() || !intval($recurring_invoice_id)) {
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return null;
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}
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return mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT contract_id, contract_name, contract_status, contract_start_date, contract_end_date, contract_auto_renew, contract_client_id
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FROM contracts WHERE contract_recurring_invoice_id = " . intval($recurring_invoice_id) . " AND contract_archived_at IS NULL ORDER BY contract_id DESC LIMIT 1")) ?: null;
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}
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/** The client's recurring invoices a contract can be linked to - not archived, not another contract's. */
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function contractRecurringChoices($client_id, $contract_id) {
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global $mysqli;
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$rows = [];
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$sql = mysqli_query($mysqli, "SELECT recurring_invoice_id, recurring_invoice_prefix, recurring_invoice_number, recurring_invoice_scope, recurring_invoice_frequency, recurring_invoice_amount,
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recurring_invoice_status, recurring_invoice_next_date
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FROM recurring_invoices WHERE recurring_invoice_client_id = " . intval($client_id) . " AND recurring_invoice_archived_at IS NULL
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AND NOT EXISTS (SELECT 1 FROM contracts WHERE contract_recurring_invoice_id = recurring_invoice_id AND contract_id <> " . intval($contract_id) . " AND contract_archived_at IS NULL)
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ORDER BY recurring_invoice_status DESC, recurring_invoice_number ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$rows[intval($row['recurring_invoice_id'])] = $row;
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}
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return $rows;
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}
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/** Whether a contract's recurring invoice should be running now - active, or cancelled and still in force. */
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function contractRecurringShouldRun(array $row, $today = null) {
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$today = $today ?? date('Y-m-d');
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$status = (string) $row['contract_status'];
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return $status === 'Active' || ($status === 'Cancelled' && !empty($row['contract_end_date']) && $row['contract_end_date'] >= $today);
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}
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/** A recurring invoice's amount and how often - "$1,500.00 a month". */
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function contractRecurringAmountText(array $recurring) {
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return billingMoney($recurring['recurring_invoice_amount'], $recurring['recurring_invoice_currency_code'] ?? '') . ' a ' . recurringInvoicePeriodWord($recurring['recurring_invoice_frequency']);
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}
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/*
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* Start a contract's recurring invoice - its next run moved on to the first
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* that hasn't passed, so missed runs aren't billed. Whether it changed.
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*/
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function contractRecurringStart(array $row, $by) {
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global $mysqli;
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$recurring = contractRecurringRow($row);
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mysqli_query($mysqli, "UPDATE contracts SET contract_recurring_stopped_at = NULL WHERE contract_id = " . intval($row['contract_id']));
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if (!$recurring || !empty($recurring['recurring_invoice_archived_at']) || intval($recurring['recurring_invoice_status']) === 1) {
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return false;
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}
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$id = intval($recurring['recurring_invoice_id']);
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$next = (string) $recurring['recurring_invoice_next_date'];
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$moved = $next < date('Y-m-d') ? recurringInvoiceCatchUp($recurring) : $next;
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mysqli_query($mysqli, "UPDATE recurring_invoices SET recurring_invoice_status = 1, recurring_invoice_next_date = '" . escapeSql($moved) . "' WHERE recurring_invoice_id = $id");
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billingLog('recurring', $id, 'Active', "Started with contract {$row['contract_name']} by $by" . ($moved !== $next ? ' - the next run moved on to ' . date('M j, Y', strtotime($moved)) : ''));
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logAudit('Recurring Invoice', 'Edit', escapeSql("$by started recurring invoice " . billingNumber('recurring', $recurring) . " with contract {$row['contract_name']}"), intval($row['contract_client_id']), $id);
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return true;
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}
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/* Pause a contract's recurring invoice - $why, for its history. Whether it changed. */
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function contractRecurringStop(array $row, $by, $why) {
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global $mysqli;
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$recurring = contractRecurringRow($row);
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mysqli_query($mysqli, "UPDATE contracts SET contract_recurring_stopped_at = NOW() WHERE contract_id = " . intval($row['contract_id']));
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if (!$recurring || intval($recurring['recurring_invoice_status']) !== 1) {
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return false;
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}
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$id = intval($recurring['recurring_invoice_id']);
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mysqli_query($mysqli, "UPDATE recurring_invoices SET recurring_invoice_status = 0 WHERE recurring_invoice_id = $id");
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billingLog('recurring', $id, 'Paused', "Paused with contract {$row['contract_name']} by $by - $why");
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logAudit('Recurring Invoice', 'Edit', escapeSql("$by paused recurring invoice " . billingNumber('recurring', $recurring) . " with contract {$row['contract_name']} - $why"), intval($row['contract_client_id']), $id);
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return true;
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}
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/*
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* Make a contract's recurring invoice match where the contract stands -
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* running while it is active (or cancelled and still in force), paused
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* while it is a draft or once it has ended. 'started', 'stopped' or ''.
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*/
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function contractRecurringFollow($contract_id, $by, $today = null) {
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$row = contractRow($contract_id);
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if (!$row || !contractRecurringRow($row)) {
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return '';
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}
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if (contractRecurringShouldRun($row, $today)) {
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return contractRecurringStart($row, $by) ? 'started' : '';
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}
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$why = $row['contract_status'] === 'Draft' ? 'it is a draft' : ($row['contract_status'] === 'Cancelled' ? 'it was cancelled' : 'it ended');
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return contractRecurringStop($row, $by, $why) ? 'stopped' : '';
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}
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/* Link a contract to one of the client's recurring invoices, and have it follow the contract. 'started', 'stopped' or ''. */
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function contractRecurringLink(array $row, $recurring_invoice_id, $by) {
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global $mysqli;
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mysqli_query($mysqli, "UPDATE contracts SET contract_recurring_invoice_id = " . intval($recurring_invoice_id) . ", contract_recurring_stopped_at = NULL WHERE contract_id = " . intval($row['contract_id']));
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$recurring = billingRow('recurring', intval($recurring_invoice_id), false);
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if ($recurring) {
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billingLog('recurring', intval($recurring_invoice_id), intval($recurring['recurring_invoice_status']) ? 'Active' : 'Paused', "Linked to contract {$row['contract_name']} by $by - it starts and stops with it");
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}
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return contractRecurringFollow(intval($row['contract_id']), $by);
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}
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/* Unlink it - the recurring invoice stays as it is. */
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function contractRecurringUnlink(array $row, $by) {
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global $mysqli;
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$recurring = contractRecurringRow($row);
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mysqli_query($mysqli, "UPDATE contracts SET contract_recurring_invoice_id = 0, contract_recurring_stopped_at = NULL WHERE contract_id = " . intval($row['contract_id']));
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if ($recurring) {
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billingLog('recurring', intval($recurring['recurring_invoice_id']), intval($recurring['recurring_invoice_status']) ? 'Active' : 'Paused', "Unlinked from contract {$row['contract_name']} by $by");
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}
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}
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/*
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* A new recurring invoice from the Recurring invoice window - [fields,
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* error]: the amount each time, how often, the first invoice's date, the
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* line, the category, the tax and whether it is emailed by itself.
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*/
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|
function contractRecurringFromInput(array $in) {
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$amount = trim((string) ($in['amount'] ?? '')) === '' ? null : billingNumberInput($in['amount']);
|
|
$start = trim((string) ($in['start'] ?? ''));
|
|
$parsed = DateTime::createFromFormat('!Y-m-d', $start);
|
|
$f = [
|
|
'amount' => $amount === null ? 0.0 : round($amount, 2),
|
|
'frequency' => validateRecurringFrequency((string) ($in['frequency'] ?? 'month')),
|
|
'start' => $parsed && $parsed->format('Y-m-d') === $start ? $start : '',
|
|
'item_name' => mb_substr(trim(strip_tags((string) ($in['item_name'] ?? ''))), 0, 200),
|
|
'description' => mb_substr(trim(strip_tags((string) ($in['description'] ?? ''))), 0, 1000),
|
|
'category_id' => max(0, intval($in['category'] ?? 0)),
|
|
'tax_id' => intval($in['tax_id'] ?? 0),
|
|
'auto_send' => !empty($in['auto_send']) ? 1 : 0,
|
|
];
|
|
if ($amount === null || $f['amount'] <= 0 || $f['amount'] >= 1e9) {
|
|
return [$f, 'Give the amount each time - more than nothing, such as 1,500.00.'];
|
|
}
|
|
if ($f['start'] === '') {
|
|
return [$f, 'Give the day of the first invoice.'];
|
|
}
|
|
if ($f['item_name'] === '') {
|
|
return [$f, 'Give the line a name.'];
|
|
}
|
|
return [$f, ''];
|
|
}
|
|
|
|
/* A first invoice date to suggest - the day the contract starts when that is still to come, else the first of next month. */
|
|
function contractRecurringFirstDate(array $row) {
|
|
$start = (string) ($row['contract_start_date'] ?? '');
|
|
return $start !== '' && $start > date('Y-m-d') ? $start : date('Y-m-d', strtotime('first day of next month'));
|
|
}
|
|
|
|
/*
|
|
* Make a recurring invoice for a contract - one line, in the company's
|
|
* currency, its scope the contract's name - and link it. Running only
|
|
* while the contract is. [id, number, state ('started', 'stopped' or '')].
|
|
*/
|
|
function contractRecurringCreate(array $row, array $f, $by) {
|
|
global $mysqli, $config_recurring_invoice_prefix, $session_company_currency;
|
|
$client_id = intval($row['contract_client_id']);
|
|
$number = billingNextNumber('recurring');
|
|
$prefix = escapeSql($config_recurring_invoice_prefix);
|
|
$scope = escapeSql(mb_substr((string) $row['contract_name'], 0, 255));
|
|
$currency = escapeSql($session_company_currency);
|
|
$start = escapeSql($f['start']);
|
|
$status = contractRecurringShouldRun($row) ? 1 : 0;
|
|
mysqli_query($mysqli, "INSERT INTO recurring_invoices SET recurring_invoice_prefix = '$prefix', recurring_invoice_number = $number, recurring_invoice_scope = '$scope',
|
|
recurring_invoice_frequency = '" . escapeSql($f['frequency']) . "', recurring_invoice_next_date = '$start', recurring_invoice_anchor_day = DAY('$start'), recurring_invoice_status = $status,
|
|
recurring_invoice_amount = 0, recurring_invoice_currency_code = '$currency', recurring_invoice_auto_send = " . intval($f['auto_send']) . ", recurring_invoice_email_notify = 1,
|
|
recurring_invoice_category_id = " . intval($f['category_id']) . ", recurring_invoice_client_id = $client_id");
|
|
$recurring_id = intval(mysqli_insert_id($mysqli));
|
|
billingItemSave('recurring', $recurring_id, ['name' => $f['item_name'], 'description' => $f['description'], 'qty' => 1, 'price' => $f['amount'], 'tax_id' => taxChoice($f['tax_id'], $client_id, 'goods')]);
|
|
billingRecalc('recurring', $recurring_id);
|
|
$ref = billingNumber('recurring', billingRow('recurring', $recurring_id, false));
|
|
billingLog('recurring', $recurring_id, $status ? 'Active' : 'Paused', "Made for contract {$row['contract_name']} by $by - first invoice on " . date('M j, Y', strtotime($f['start'])));
|
|
logAudit('Recurring Invoice', 'Create', escapeSql("$by made recurring invoice $ref for contract {$row['contract_name']}"), $client_id, $recurring_id);
|
|
mysqli_query($mysqli, "UPDATE contracts SET contract_recurring_invoice_id = $recurring_id, contract_recurring_stopped_at = " . ($status ? 'NULL' : 'NOW()') . " WHERE contract_id = " . intval($row['contract_id']));
|
|
return [$recurring_id, $ref, $status ? 'started' : 'stopped'];
|
|
}
|
|
|
|
/*
|
|
* The night's recurring invoices, from contractsNightly(): a contract that
|
|
* has ended, or was cancelled and is past its last day, pauses its
|
|
* recurring invoice - once. How many were paused.
|
|
*/
|
|
function contractRecurringNightly($today = null) {
|
|
global $mysqli;
|
|
if (!contractBillingReady()) {
|
|
return 0;
|
|
}
|
|
$today = escapeSql($today ?? date('Y-m-d'));
|
|
$stopped = 0;
|
|
$sql = mysqli_query($mysqli, "SELECT contract_id FROM contracts WHERE contract_recurring_invoice_id > 0 AND contract_recurring_stopped_at IS NULL AND contract_archived_at IS NULL
|
|
AND (contract_status = 'Ended' OR (contract_status = 'Cancelled' AND contract_end_date < '$today'))");
|
|
while ($id = mysqli_fetch_row($sql)) {
|
|
$stopped += contractRecurringFollow(intval($id[0]), 'ITFlow', $today) === 'stopped' ? 1 : 0;
|
|
// Paused already or not, the contract is done with it
|
|
mysqli_query($mysqli, "UPDATE contracts SET contract_recurring_stopped_at = NOW() WHERE contract_id = " . intval($id[0]) . " AND contract_recurring_stopped_at IS NULL");
|
|
}
|
|
return $stopped;
|
|
}
|