mirror of
https://github.com/itflow-org/itflow
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342 lines
22 KiB
PHP
342 lines
22 KiB
PHP
<?php
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/*
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* A contract's fields, in tabs - for contract_add.php and contract_edit.php,
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* which set $form_contract (a contractRow(), or null when new), $form_copy (a
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* contract being copied, or null) and $form_client_id (0 to pick the client
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* here). Agreement: the template it starts from, the client, name, type,
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* contact, owner, and its term - start, length, end, renewal and notice.
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* Cover: support hours, hours included each month and when to tell the
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* owner they run low, rates, net terms and an SLA for each priority.
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* Terms: the agreement's words. Notes: internal. Picking a template fills
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* the fields from it, and the end date follows the start and term until it
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* is changed (js/contract_form.js). The server checks it all again
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* (contractFromInput()).
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*/
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isset($mysqli) || die("Direct file access is not allowed");
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$c = $form_contract ?? $form_copy ?? null;
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$c_new = empty($form_contract);
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$c_client_id = intval($c['contract_client_id'] ?? $form_client_id);
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$c_templates = $c_new ? contractTemplates() : [];
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$c_hints = contractDefaultHints(); // what a field left empty falls back to
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$c_slas = contractSlaChoices($c ? array_map(function ($part) use ($c) { return intval($c["contract_sla_{$part}_id"]); }, CONTRACT_SLA_PRIORITIES) : []);
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$c_value = function ($key, $default = '') use ($c) {
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return $c !== null && array_key_exists("contract_$key", $c) && $c["contract_$key"] !== null ? $c["contract_$key"] : $default;
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};
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$c_start = $c_new ? date('Y-m-d') : (string) $c_value('start_date');
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$c_term = intval($c_value('term_months', 12));
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$c_end = $c_new ? contractTermEnd($c_start, $c_term) : (string) $c_value('end_date');
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$c_money = function ($value) {
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return $value === '' || $value === null ? '' : number_format((float) $value, 2, '.', '');
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};
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$c_hours = function ($value) {
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return floatval($value) > 0 ? rtrim(rtrim(number_format(floatval($value), 2, '.', ''), '0'), '.') : '';
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};
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// The clients to pick from, and their contacts - shown for the client picked
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$c_clients = [];
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$c_contacts = [];
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$client_where = $c_client_id ? "client_id = $c_client_id" : "client_archived_at IS NULL " . clientScopeSql('clients.client_id');
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$sql = mysqli_query($mysqli, "SELECT client_id, client_name, client_abbreviation FROM clients WHERE $client_where ORDER BY client_name ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$c_clients[intval($row['client_id'])] = $row;
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}
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if ($c_clients) {
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$sql = mysqli_query($mysqli, "SELECT contact_id, contact_name, contact_title, contact_client_id, contact_primary FROM contacts
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WHERE contact_client_id IN (" . implode(',', array_keys($c_clients)) . ") AND (contact_archived_at IS NULL OR contact_id = " . intval($c_value('contact_id', 0)) . ")
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ORDER BY contact_primary DESC, contact_name ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$c_contacts[] = $row;
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}
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}
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$c_contact_id = intval($c_value('contact_id', 0));
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if ($c_new && !$c_contact_id && $c_client_id) {
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foreach ($c_contacts as $contact) {
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if (intval($contact['contact_primary']) === 1 && intval($contact['contact_client_id']) === $c_client_id) {
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$c_contact_id = intval($contact['contact_id']);
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break;
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}
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}
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}
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$c_owner_id = intval($c_value('owner_id', $c_new ? ($session_user_id ?? 0) : 0));
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$c_owners = [];
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$sql = mysqli_query($mysqli, "SELECT user_id, user_name FROM users WHERE user_type = 1 AND (user_archived_at IS NULL OR user_id = $c_owner_id) ORDER BY user_name ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$c_owners[intval($row['user_id'])] = $row['user_name'];
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}
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// The templates, for filling the fields from one
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$c_template_data = [];
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foreach ($c_templates as $template_id => $template) {
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$c_template_data[$template_id] = [
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'name' => $template['contract_template_name'], 'type' => $template['contract_template_type'], 'term_months' => intval($template['contract_template_term_months']),
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'auto_renew' => intval($template['contract_template_auto_renew']), 'notice_days' => intval($template['contract_template_notice_days']),
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'rate_standard' => $c_money($template['contract_template_rate_standard']), 'rate_after_hours' => $c_money($template['contract_template_rate_after_hours']),
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'net_terms' => $template['contract_template_net_terms'] === null ? '' : intval($template['contract_template_net_terms']), 'support_hours' => (string) $template['contract_template_support_hours'],
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'details' => documentHtmlPurify((string) $template['contract_template_details']),
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'monthly_hours' => $c_hours($template['contract_template_monthly_hours'] ?? 0), 'hours_alert' => $c_hours($template['contract_template_hours_alert'] ?? 0),
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];
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foreach (CONTRACT_SLA_PRIORITIES as $part) {
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$c_template_data[$template_id]["sla_$part"] = intval($template["contract_template_sla_{$part}_id"]);
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}
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}
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$tab = 'contractTab' . bin2hex(random_bytes(3));
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?>
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<div data-contract-form>
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<?php if ($c_template_data) { ?>
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<script type="application/json" data-contract-templates><?= json_encode($c_template_data, JSON_HEX_TAG | JSON_HEX_AMP | JSON_HEX_APOS | JSON_HEX_QUOT) ?></script>
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<?php } ?>
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<ul class="nav nav-pills nav-justified mb-3" role="tablist">
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<li class="nav-item"><a class="nav-link active" data-bs-toggle="pill" href="#<?= $tab ?>Agreement" role="tab"><i class="fas fa-fw fa-file-contract me-1"></i>Agreement</a></li>
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<li class="nav-item"><a class="nav-link" data-bs-toggle="pill" href="#<?= $tab ?>Cover" role="tab"><i class="fas fa-fw fa-shield-alt me-1"></i>Cover</a></li>
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<li class="nav-item"><a class="nav-link" data-bs-toggle="pill" href="#<?= $tab ?>Terms" role="tab"><i class="fas fa-fw fa-file-alt me-1"></i>Terms</a></li>
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<li class="nav-item"><a class="nav-link" data-bs-toggle="pill" href="#<?= $tab ?>Notes" role="tab"><i class="fas fa-fw fa-sticky-note me-1"></i>Notes</a></li>
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</ul>
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<div class="tab-content">
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<div class="tab-pane fade show active" id="<?= $tab ?>Agreement" role="tabpanel">
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<?php if ($c_template_data) { ?>
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<div class="mb-3">
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<label class="form-label">Start from a template</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-clone"></i></span>
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<select class="form-select" name="template_id" data-contract-template>
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<option value="0">- None -</option>
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<?php foreach ($c_templates as $template_id => $template) { ?>
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<option value="<?= $template_id ?>"<?= intval($c_value('template_id', 0)) === $template_id ? ' selected' : '' ?>><?= escapeHtml($template['contract_template_name']) ?></option>
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<?php } ?>
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</select>
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</div>
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<small class="text-secondary">Fills in the type, term, cover and terms from it - change any of them after.</small>
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</div>
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<?php } else { ?>
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<input type="hidden" name="template_id" value="<?= intval($c_value('template_id', 0)) ?>">
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<?php if ($c_new && !empty($session_is_admin)) { ?>
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<p class="small text-secondary" data-contract-no-templates>
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<i class="fas fa-fw fa-clone me-1"></i>No contract templates yet - a template fills in the type, term, cover and terms of a new contract.
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<a href="/admin/contract_templates.php">Make one in Admin > Contract Templates</a>
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</p>
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<?php } ?>
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<?php } ?>
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<?php if (count($c_clients) > 1 || !$c_client_id) { ?>
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<div class="mb-3">
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<label class="form-label">Client <strong class="text-danger">*</strong></label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-user"></i></span>
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<select class="form-select select2" name="client_id" required data-contract-client>
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<option value="">- Pick a client -</option>
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<?php foreach ($c_clients as $client_option_id => $client_option) { ?>
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<option value="<?= $client_option_id ?>"<?= selectOptionClient($client_option_id, $client_option['client_name'], $client_option['client_abbreviation'] ?? '') ?>><?= escapeHtml($client_option['client_name']) ?></option>
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<?php } ?>
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</select>
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</div>
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</div>
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<?php } else { ?>
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<input type="hidden" name="client_id" value="<?= $c_client_id ?>" data-contract-client>
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<?php } ?>
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<div class="row g-3 mb-3">
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<div class="col-md-7">
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<label class="form-label">Name <strong class="text-danger">*</strong></label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-tag"></i></span>
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<input type="text" class="form-control" name="name" maxlength="255" placeholder="Managed Services Agreement" value="<?= escapeHtml($form_copy ? $c_value('name') . ' (copy)' : $c_value('name')) ?>" required<?= $c_new ? ' autofocus' : '' ?> data-contract-field="name">
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</div>
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</div>
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<div class="col-md-5">
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<label class="form-label">Type</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-layer-group"></i></span>
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<select class="form-select" name="type" data-contract-field="type">
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<?php foreach (CONTRACT_TYPES as $key => $type) { ?>
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<option value="<?= $key ?>"<?= $c_value('type', 'managed') === $key ? ' selected' : '' ?> title="<?= escapeHtml($type['about']) ?>"><?= escapeHtml($type['label']) ?></option>
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<?php } ?>
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</select>
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</div>
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</div>
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</div>
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<div class="row g-3 mb-3">
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<div class="col-md-6">
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<label class="form-label">Contact at the client</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-address-card"></i></span>
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<select class="form-select" name="contact_id" data-contract-contact>
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<option value="0">- None -</option>
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<?php foreach ($c_contacts as $contact) { ?>
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<option value="<?= intval($contact['contact_id']) ?>" data-client="<?= intval($contact['contact_client_id']) ?>"<?= intval($contact['contact_id']) === $c_contact_id ? ' selected' : '' ?><?= $c_client_id && intval($contact['contact_client_id']) !== $c_client_id ? ' hidden' : '' ?>><?= escapeHtml($contact['contact_name'] . ($contact['contact_title'] ? " - {$contact['contact_title']}" : '')) ?></option>
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<?php } ?>
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</select>
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</div>
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</div>
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<div class="col-md-6">
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<label class="form-label">Owner</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-user-tie"></i></span>
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<select class="form-select" name="owner_id">
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<option value="0">- No one -</option>
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<?php foreach ($c_owners as $user_id => $user_name) { ?>
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<option value="<?= $user_id ?>"<?= $user_id === $c_owner_id ? ' selected' : '' ?>><?= escapeHtml($user_name) ?></option>
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<?php } ?>
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</select>
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</div>
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<small class="text-secondary">Reminded before it renews or ends.</small>
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</div>
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</div>
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<?php if ($c_new) { ?>
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<div class="mb-3">
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<label class="form-label">Status</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-flag"></i></span>
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<select class="form-select" name="status">
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<option value="Active">Active - in force from its start date</option>
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<option value="Draft">Draft - not in force yet</option>
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</select>
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</div>
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</div>
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<?php } ?>
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<div class="row g-3 mb-3">
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<div class="col-md-4">
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<label class="form-label">Starts</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-calendar-day"></i></span>
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<input type="date" class="form-control" name="start_date" value="<?= escapeHtml($c_start) ?>" data-contract-start>
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</div>
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</div>
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<div class="col-md-4">
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<label class="form-label">Term</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-history"></i></span>
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<select class="form-select" name="term_months" data-contract-field="term_months" data-contract-term>
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<?php $terms = CONTRACT_TERMS + ($c_term && !isset(CONTRACT_TERMS[$c_term]) ? [$c_term => contractTermLabel($c_term)] : []);
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ksort($terms);
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foreach ($terms as $months => $label) { ?>
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<option value="<?= $months ?>"<?= $months === $c_term ? ' selected' : '' ?>><?= escapeHtml($label) ?></option>
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<?php } ?>
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</select>
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</div>
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</div>
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<div class="col-md-4">
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<label class="form-label">Ends</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-calendar-check"></i></span>
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<input type="date" class="form-control" name="end_date" value="<?= escapeHtml($c_end) ?>" data-contract-end<?= $c_new ? '' : ' data-touched="1"' ?>>
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</div>
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</div>
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</div>
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<div class="row g-3 align-items-end">
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<div class="col-md-6">
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<div class="form-check form-switch mb-2">
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<input class="form-check-input" type="checkbox" role="switch" name="auto_renew" value="1" id="<?= $tab ?>AutoRenew"<?= intval($c_value('auto_renew', 1)) ? ' checked' : '' ?> data-contract-field="auto_renew">
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<label class="form-check-label" for="<?= $tab ?>AutoRenew">Renews itself for another term</label>
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</div>
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</div>
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<div class="col-md-6">
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<label class="form-label">Notice to end it</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-bell"></i></span>
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<input type="number" class="form-control" name="notice_days" min="0" max="365" value="<?= intval($c_value('notice_days', 30)) ?>" data-contract-field="notice_days">
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<span class="input-group-text">days</span>
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</div>
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</div>
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</div>
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<small class="text-secondary d-block mt-2" data-contract-notice-note></small>
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</div>
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<div class="tab-pane fade" id="<?= $tab ?>Cover" role="tabpanel">
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<div class="mb-3">
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<label class="form-label">Support hours</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-business-time"></i></span>
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<input type="text" class="form-control" name="support_hours" maxlength="100" placeholder="Mon-Fri 8am-6pm, emergencies 24/7" value="<?= escapeHtml($c_value('support_hours')) ?>" data-contract-field="support_hours">
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</div>
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</div>
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<?php if (contractHoursReady()) { ?>
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<div class="row g-3 mb-1">
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<div class="col-md-6">
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<label class="form-label">Hours included each month</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-hourglass-half"></i></span>
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<input type="text" inputmode="decimal" class="form-control" name="monthly_hours" placeholder="None" value="<?= escapeHtml($c_hours($c_value('monthly_hours', 0))) ?>" data-contract-field="monthly_hours">
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<span class="input-group-text">hours</span>
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</div>
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</div>
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<div class="col-md-6">
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<label class="form-label">Tell the owner under</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-bell"></i></span>
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<input type="text" inputmode="decimal" class="form-control" name="hours_alert" placeholder="Don't tell" value="<?= escapeHtml($c_hours($c_value('hours_alert', 0))) ?>" data-contract-field="hours_alert">
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<span class="input-group-text">hours left</span>
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</div>
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</div>
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</div>
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<small class="text-secondary d-block mb-3">Tickets' time is drawn from the hours included each month - for that month only - and from any hours bought on the contract, before it is billed.</small>
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<?php } ?>
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<div class="row g-3 mb-3">
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<div class="col-md-4">
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<label class="form-label">Hourly rate</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-dollar-sign"></i></span>
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<input type="text" inputmode="decimal" class="form-control" name="rate_standard" placeholder="<?= escapeHtml($c_hints['rate']) ?>" value="<?= escapeHtml($c_money($c_value('rate_standard', ''))) ?>" data-contract-field="rate_standard">
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</div>
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</div>
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<div class="col-md-4">
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<label class="form-label">After hours</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-moon"></i></span>
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<input type="text" inputmode="decimal" class="form-control" name="rate_after_hours" placeholder="<?= escapeHtml($c_hints['after_hours']) ?>" value="<?= escapeHtml($c_money($c_value('rate_after_hours', ''))) ?>" data-contract-field="rate_after_hours">
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</div>
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</div>
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<div class="col-md-4">
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<label class="form-label">Net terms</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
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<input type="number" class="form-control" name="net_terms" min="0" max="365" placeholder="<?= escapeHtml($c_hints['net_terms']) ?>" value="<?= escapeHtml((string) $c_value('net_terms', '')) ?>" data-contract-field="net_terms">
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<span class="input-group-text">days</span>
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</div>
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</div>
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</div>
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<small class="text-secondary d-block mb-3">While the contract is in force, time bills at these rates - the after-hours one for tickets opened outside business hours - and new invoices are due on these terms. Leave one empty and the default in Admin > Settings > Defaults applies.</small>
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<label class="form-label">SLA by ticket priority</label>
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<?php foreach (CONTRACT_SLA_PRIORITIES as $priority => $part) { ?>
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<div class="input-group mb-2">
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<span class="input-group-text" style="width: 7rem;"><i class="fa fa-fw fa-stopwatch me-2"></i><?= $priority ?></span>
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<select class="form-select" name="sla_<?= $part ?>" data-contract-field="sla_<?= $part ?>" aria-label="<?= $priority ?> priority SLA">
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<option value="0"><?= escapeHtml($c_hints['slas'][$priority]) ?></option>
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<?php foreach ($c_slas as $sla_id => $sla) { ?>
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<option value="<?= $sla_id ?>"<?= intval($c_value("sla_{$part}_id", 0)) === $sla_id ? ' selected' : '' ?>><?= escapeHtml($sla['sla_name'] . ' - ' . contractSlaTargets($sla)) ?><?= $sla['sla_archived_at'] ? ' (archived)' : '' ?></option>
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<?php } ?>
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</select>
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</div>
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<?php } ?>
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<small class="text-secondary">From Admin > SLAs. While the contract is in force, the client's new tickets get them, and the default for a priority left on the default.</small>
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</div>
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<div class="tab-pane fade" id="<?= $tab ?>Terms" role="tabpanel">
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<textarea class="form-control tinymce" name="details" rows="12" aria-label="Terms" data-contract-field="details"><?= escapeHtml(documentHtmlPurify((string) $c_value('details'))) ?></textarea>
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<?php require $_SERVER['DOCUMENT_ROOT'] . '/includes/contract_placeholders.php'; ?>
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</div>
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<div class="tab-pane fade" id="<?= $tab ?>Notes" role="tabpanel">
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<div class="input-group">
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<span class="input-group-text align-items-start pt-2"><i class="fa fa-fw fa-sticky-note"></i></span>
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<textarea class="form-control" name="notes" rows="8" maxlength="10000" placeholder="For your team - what was agreed, who to talk to about renewing"><?= escapeHtml($c_value('notes')) ?></textarea>
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</div>
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<small class="text-secondary">Only agents see these.</small>
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</div>
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</div>
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</div>
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<script src="/js/contract_form.js"></script>
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