mirror of
https://github.com/itflow-org/itflow
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397 lines
26 KiB
PHP
397 lines
26 KiB
PHP
<?php
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/*
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* Unbilled Time - billable tickets that are done (resolved or closed) and on
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* no invoice yet: the time to bill.
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*
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* Every client: one row each with what is waiting - tickets, hours, what it
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* comes to at their rate, how long the oldest has waited. Tick clients and
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* invoice them all at once, one draft each (or onto each one's newest draft).
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*
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* One client (?client_id=): every ticket, with its hours to bill filled in
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* from the time logged and the rounding in Admin > Settings > Invoice, ready
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* to change before it goes on. Tick the ones to bill and make an invoice, or
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* add them to one of the client's drafts - or mark them not billable.
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*
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* functions/billing.php (Billing time) counts and bills; the handlers are in
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* agent/post/billing.php.
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*/
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if (isset($_GET['client_id'])) {
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require_once "includes/inc_all_client.php";
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$client_view = true;
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} else {
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require_once "includes/inc_all.php";
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$client_view = false;
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$client_id = 0;
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}
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enforceUserPermission('module_sales');
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$can_edit = lookupUserPermission('module_sales') >= 2;
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$ready = intval($config_module_enable_accounting) === 1 && intval($config_module_enable_ticketing) === 1;
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$rules = billingTimeRules();
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$clients = $ready ? billingUnbilledByClient($client_view ? $client_id : 0) : [];
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$currency = (string) $session_company_currency;
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$money = function ($amount) use ($currency) {
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return escapeHtml(billingMoney($amount, $currency));
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};
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$total = ['tickets' => 0, 'seconds' => 0, 'hours' => 0.0, 'value' => 0.0, 'oldest' => 0, 'no_time' => 0, 'no_rate' => 0];
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foreach ($clients as $c) {
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$total['tickets'] += count($c['tickets']);
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$total['seconds'] += $c['seconds'];
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$total['hours'] += $c['hours'];
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$total['value'] += $c['value'];
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$total['oldest'] = max($total['oldest'], $c['oldest']);
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$total['no_time'] += $c['no_time'];
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$total['no_rate'] += $c['rate'] <= 0 ? 1 : 0;
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}
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$this_client = $client_view ? ($clients[$client_id] ?? null) : null;
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$categories = billingCategories();
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$taxes = billingTaxes();
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$scope_options = ['Support - ' . date('F Y'), 'Support - ' . date('F Y', strtotime('first day of last month'))];
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$waiting_pill = function ($days) {
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$tone = $days > 30 ? 'danger' : ($days > 7 ? 'warning' : 'secondary');
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return '<span class="badge rounded-pill bg-' . $tone . '-subtle text-' . $tone . '-emphasis fw-normal">'
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. ($days <= 0 ? 'Today' : $days . ' day' . ($days === 1 ? '' : 's')) . '</span>';
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};
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$hours_text = function ($hours) {
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return billingQuantity($hours) . ' h';
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};
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?>
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<!-- What is waiting to be billed -->
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<div class="row g-3 mb-3">
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<div class="col-sm-6 col-xl-3">
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<div class="itflow-billing-stat">
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<div class="itflow-billing-stat-label"><i class="fas fa-file-invoice-dollar me-1"></i>To bill</div>
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<div class="itflow-billing-stat-value <?= $total['value'] > 0 ? 'text-info-emphasis' : '' ?>"><?= $money($total['value']) ?></div>
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<div class="itflow-billing-stat-note"><?= $client_view ? 'At ' . ($this_client && $this_client['rate'] > 0 ? $money($this_client['rate']) . ' an hour' . ($this_client['default_rate'] ? ', the default rate' : '') : 'no rate set') : 'At each client\'s hourly rate' ?></div>
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</div>
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</div>
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<div class="col-sm-6 col-xl-3">
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<div class="itflow-billing-stat">
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<div class="itflow-billing-stat-label"><i class="fas fa-stopwatch me-1"></i>Hours</div>
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<div class="itflow-billing-stat-value"><?= $hours_text($total['hours']) ?></div>
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<div class="itflow-billing-stat-note"><?= billingDuration($total['seconds']) ?> logged, rounded <?= escapeHtml(billingTimeRulesText($rules)) ?></div>
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</div>
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</div>
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<div class="col-sm-6 col-xl-3">
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<div class="itflow-billing-stat">
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<div class="itflow-billing-stat-label"><i class="fas fa-life-ring me-1"></i>Tickets</div>
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<div class="itflow-billing-stat-value"><?= $total['tickets'] ?></div>
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<div class="itflow-billing-stat-note">
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<?= $client_view ? 'Resolved or closed, not invoiced' : count($clients) . ' client' . (count($clients) === 1 ? '' : 's') ?>
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<?= $total['no_time'] ? ' · <span class="text-warning-emphasis">' . $total['no_time'] . ' with no time logged</span>' : '' ?>
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</div>
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</div>
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</div>
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<div class="col-sm-6 col-xl-3">
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<div class="itflow-billing-stat">
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<div class="itflow-billing-stat-label"><i class="fas fa-hourglass-half me-1"></i>Waiting longest</div>
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<div class="itflow-billing-stat-value <?= $total['oldest'] > 30 ? 'text-danger-emphasis' : '' ?>"><?= $total['tickets'] ? $total['oldest'] . ' day' . ($total['oldest'] === 1 ? '' : 's') : '-' ?></div>
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<div class="itflow-billing-stat-note">Since the ticket was done</div>
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</div>
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</div>
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</div>
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<?php if (!$ready) { ?>
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<div class="card">
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<div class="itflow-asset-empty py-5">
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<i class="fas fa-user-clock fa-2x mb-2 opacity-50"></i>
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<div>Unbilled Time needs both ticketing and accounting turned on, in Admin > Settings > Modules.</div>
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</div>
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</div>
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<?php } elseif (!$clients) { ?>
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<div class="card">
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<div class="card-header bg-dark py-2">
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<h3 class="card-title mt-2"><i class="fas fa-fw fa-user-clock me-2"></i>Unbilled Time</h3>
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</div>
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<div class="itflow-asset-empty py-5">
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<i class="fas fa-check-circle fa-2x mb-2 opacity-50"></i>
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<div>Nothing waiting to be billed<?= $client_view ? ' for ' . escapeHtml($client_name) : '' ?> - billable tickets that are done are all on an invoice.</div>
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<div class="small mt-1">A ticket shows here once it is billable and resolved or closed.</div>
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</div>
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</div>
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<?php } else { ?>
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<form action="post.php" method="post" autocomplete="off" data-unbilled="<?= $client_view ? 'client' : 'clients' ?>">
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<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
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<?php if ($client_view) { ?>
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<input type="hidden" name="client_id" value="<?= $client_id ?>">
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<?php } ?>
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<div class="row g-3">
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<div class="col-xl-8">
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<div class="card">
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<div class="card-header bg-dark py-2 d-flex align-items-center">
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<h3 class="card-title mt-2 me-auto"><i class="fas fa-fw fa-user-clock me-2"></i>Unbilled Time<?= $client_view ? '' : ' by client' ?></h3>
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<?php if ($client_view) { ?>
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<a class="btn btn-dark btn-sm me-1" href="unbilled_time.php" title="Every client's unbilled time"><i class="fas fa-users me-1"></i>All clients</a>
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<?php } ?>
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<a class="btn btn-dark btn-sm" href="reports/tickets_unbilled.php<?= $client_view ? "?client_id=$client_id" : '' ?>" title="The Unbilled Work report"><i class="fas fa-chart-bar me-1"></i>Report</a>
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</div>
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<div class="table-responsive">
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<table class="table table-hover align-middle mb-0 itflow-billing-table itflow-unbilled-table">
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<thead class="text-nowrap table-light">
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<tr>
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<?php if ($can_edit) { ?>
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<th class="checkbox-column border-end">
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<div class="form-check">
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<input class="form-check-input" type="checkbox" checked data-unbilled-all title="Tick or untick them all" aria-label="All">
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</div>
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</th>
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<?php } ?>
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<?php if ($client_view) { ?>
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<th>Ticket</th>
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<th class="d-none d-md-table-cell">Done</th>
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<th class="text-end">Logged</th>
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<th class="text-end">Bill</th>
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<th class="text-end d-none d-sm-table-cell">Amount</th>
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<?php } else { ?>
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<th>Client</th>
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<th class="text-end">Tickets</th>
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<th class="text-end d-none d-lg-table-cell">Logged</th>
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<th class="text-end d-none d-sm-table-cell">Bill</th>
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<th class="text-end d-none d-lg-table-cell">Rate</th>
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<th class="text-end">Amount</th>
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<th class="d-none d-md-table-cell">Oldest</th>
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<th class="d-none d-sm-table-cell"></th>
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<?php } ?>
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</tr>
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</thead>
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<tbody>
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<?php if ($client_view) {
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foreach ($this_client['tickets'] as $ticket_id => $ticket) { ?>
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<tr data-unbilled-row data-rate="<?= floatval($ticket['rate']) ?>">
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<?php if ($can_edit) { ?>
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<td class="checkbox-column border-end">
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<div class="form-check">
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<input class="form-check-input" type="checkbox" name="ticket_ids[]" value="<?= $ticket_id ?>" checked data-unbilled-pick aria-label="Bill <?= escapeHtml($ticket['ticket_prefix'] . $ticket['ticket_number']) ?>">
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</div>
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</td>
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<?php } ?>
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<td class="min-w-0">
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<a href="ticket.php?client_id=<?= $client_id ?>&ticket_id=<?= $ticket_id ?>"><span class="font-monospace small me-1 text-nowrap"><?= escapeHtml($ticket['ticket_prefix'] . $ticket['ticket_number']) ?></span><?= escapeHtml($ticket['ticket_subject']) ?></a>
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<div class="small text-body-secondary">
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<?= $ticket['user_name'] ? escapeHtml($ticket['user_name']) : 'Unassigned' ?>
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<?php if (intval($ticket['ticket_onsite'])) { ?>
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<span class="badge rounded-pill bg-secondary-subtle text-secondary-emphasis fw-normal ms-1"><i class="fas fa-car-side me-1"></i>Onsite</span>
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<?php } ?>
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</div>
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</td>
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<td class="text-nowrap d-none d-md-table-cell">
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<div class="small"><?= escapeHtml(date('Y-m-d', strtotime((string) ($ticket['ticket_resolved_at'] ?: $ticket['ticket_closed_at'])))) ?></div>
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<?= $waiting_pill($ticket['waiting']) ?>
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</td>
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<td class="text-end text-nowrap <?= $ticket['seconds'] ? '' : 'text-warning-emphasis' ?>" <?= $ticket['seconds'] ? '' : 'title="No time logged - type the hours to bill, or leave it at 0 to put it on the invoice with no charge"' ?>><?= $ticket['seconds'] ? billingDuration($ticket['seconds']) : 'None' ?></td>
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<td class="text-end itflow-unbilled-hours">
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<?php if ($can_edit) { ?>
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<input type="text" class="form-control form-control-sm text-end" name="hours[<?= $ticket_id ?>]" value="<?= billingQuantity($ticket['hours']) ?>" inputmode="decimal" aria-label="Hours to bill" data-unbilled-hours>
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<?php } else { ?>
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<?= $hours_text($ticket['hours']) ?>
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<?php } ?>
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</td>
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<td class="text-end text-nowrap fw-semibold d-none d-sm-table-cell" data-unbilled-amount><?= $money($ticket['value']) ?></td>
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</tr>
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<?php }
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} else {
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foreach ($clients as $id => $c) {
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$draft = $c['drafts'] ? reset($c['drafts']) : null; ?>
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<tr data-unbilled-row data-value="<?= round($c['value'], 2) ?>" data-hours="<?= round($c['hours'], 2) ?>" data-tickets="<?= count($c['tickets']) ?>">
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<?php if ($can_edit) { ?>
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<td class="checkbox-column border-end">
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<div class="form-check">
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<input class="form-check-input" type="checkbox" name="client_ids[]" value="<?= $id ?>" checked data-unbilled-pick aria-label="Bill <?= escapeHtml($c['client_name']) ?>">
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</div>
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</td>
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<?php } ?>
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<td>
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<a class="fw-semibold" href="unbilled_time.php?client_id=<?= $id ?>"><?= escapeHtml($c['client_name']) ?></a>
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<?php if ($c['drafts']) { ?>
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<div class="small text-body-secondary" title="Newest draft">
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<i class="fas fa-pencil-ruler me-1"></i><?= count($c['drafts']) ?> draft<?= count($c['drafts']) === 1 ? '' : 's' ?> · <?= escapeHtml(billingNumber('invoice', $draft)) ?>
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</div>
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<?php } ?>
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</td>
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<td class="text-end">
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<?= count($c['tickets']) ?>
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<?php if ($c['no_time']) { ?>
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<div class="small text-warning-emphasis text-nowrap" title="No time logged - they go on the invoice with no charge unless you open the client and type the hours"><?= $c['no_time'] ?> with no time</div>
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<?php } ?>
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</td>
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<td class="text-end text-nowrap d-none d-lg-table-cell"><?= billingDuration($c['seconds']) ?></td>
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<td class="text-end text-nowrap d-none d-sm-table-cell"><?= $hours_text($c['hours']) ?></td>
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<td class="text-end text-nowrap d-none d-lg-table-cell">
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<?php if ($c['rate'] > 0) { ?>
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<?= $money($c['rate']) ?><?= $c['default_rate'] ? '<div class="small text-body-tertiary" title="The client has no rate of its own">default</div>' : '' ?>
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<?php } else { ?>
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<span class="small text-warning-emphasis" title="Set an hourly rate on the client, or a default in Admin > Settings > Defaults">No rate</span>
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<?php } ?>
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</td>
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<td class="text-end text-nowrap fw-semibold"><?= $money($c['value']) ?></td>
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<td class="text-nowrap d-none d-md-table-cell"><?= $waiting_pill($c['oldest']) ?></td>
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<td class="text-end d-none d-sm-table-cell">
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<a class="btn btn-sm btn-outline-secondary text-nowrap" href="unbilled_time.php?client_id=<?= $id ?>">Review</a>
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</td>
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</tr>
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<?php }
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} ?>
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</tbody>
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</table>
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</div>
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<div class="card-footer small text-body-secondary">
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Time is rounded <?= escapeHtml(billingTimeRulesText($rules)) ?>, per ticket<?= $session_is_admin ? ' - <a href="/admin/settings_invoice.php#billing-time">change how</a>' : '' ?>.
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<?= $client_view ? 'Change the hours before billing - a ticket left at 0 goes on the invoice with no charge.' : 'Review a client to change the hours on its tickets first.' ?>
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</div>
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</div>
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</div>
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<?php if ($can_edit) { ?>
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<!-- How they go on -->
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<div class="col-xl-4">
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<div class="card itflow-unbilled-panel">
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<div class="card-header">
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<h3 class="card-title mb-0"><i class="fas fa-fw fa-file-invoice-dollar text-secondary me-2"></i>Bill <?= $client_view ? 'them' : 'these clients' ?></h3>
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</div>
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<div class="card-body">
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<div class="row g-3">
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<?php if ($client_view) { ?>
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<div class="col-12">
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<label class="form-label">Invoice</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-file-invoice"></i></span>
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<select class="form-select" name="invoice_id" data-unbilled-target>
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<option value="0">A new draft invoice</option>
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<?php foreach ($this_client['drafts'] as $draft_id => $draft) { ?>
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<option value="<?= $draft_id ?>">Add to <?= escapeHtml(billingNumber('invoice', $draft)) ?><?= trim((string) $draft['invoice_scope']) !== '' ? ' - ' . escapeHtml($draft['invoice_scope']) : '' ?> (<?= $money($draft['invoice_amount']) ?>)</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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<div class="col-12">
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<label class="form-label">Invoices</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-file-invoice"></i></span>
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<select class="form-select" name="target" data-unbilled-target>
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<option value="new">A new draft for each client</option>
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<option value="draft">Each client's newest draft, or a new one</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="col-sm-6 col-xl-12" data-unbilled-new>
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<label class="form-label">Invoice date <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-calendar"></i></span>
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<input type="date" class="form-control" name="date" max="2999-12-31" value="<?= date('Y-m-d') ?>" required>
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</div>
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</div>
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<div class="col-sm-6 col-xl-12" data-unbilled-new>
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<label class="form-label">Category <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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<select class="form-select" name="category" required>
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<option value="">- Category -</option>
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<?php foreach ($categories as $category_id => $category) { ?>
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<option value="<?= intval($category_id) ?>"<?= selectOptionColor($category['category_color'] ?? '', $category['category_icon'] ?? '') ?>><?= escapeHtml($category['category_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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<div class="col-12" data-unbilled-new>
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<label class="form-label">Scope</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-comment"></i></span>
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<input type="text" class="form-control" name="scope" maxlength="255" value="<?= escapeHtml($scope_options[0]) ?>" list="unbilledScopes">
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<datalist id="unbilledScopes">
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<?php foreach ($scope_options as $scope_option) { ?>
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<option value="<?= escapeHtml($scope_option) ?>"></option>
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<?php } ?>
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</datalist>
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</div>
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</div>
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<div class="col-12">
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<label class="form-label">Line</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-cube"></i></span>
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<input type="text" class="form-control" name="item_name" maxlength="200" value="<?= escapeHtml($rules['item_name']) ?>" required>
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</div>
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</div>
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<?php if ($client_view) { ?>
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<div class="col-sm-6 col-xl-12">
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<label class="form-label">Rate <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-dollar-sign"></i></span>
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<input type="text" class="form-control text-end" name="price" inputmode="decimal" value="<?= number_format($this_client['rate'], 2, '.', '') ?>" required data-unbilled-rate>
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</div>
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<div class="form-text">An hour<?= $this_client['default_rate'] ? ' - the default, the client has no rate' : " - the client's rate" ?></div>
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</div>
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<?php } ?>
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<div class="<?= $client_view ? 'col-sm-6 col-xl-12' : 'col-12' ?>">
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<label class="form-label">Tax</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-percent"></i></span>
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|
<select class="form-select" name="tax_id" data-unbilled-tax>
|
|
<option value="0" data-percent="0">No tax</option>
|
|
<?php foreach ($taxes as $tax_id => $tax) { ?>
|
|
<option value="<?= intval($tax_id) ?>" data-percent="<?= floatval($tax['tax_percent']) ?>"><?= escapeHtml($tax['tax_name'] . ' ' . billingQuantity($tax['tax_percent']) . '%') ?></option>
|
|
<?php } ?>
|
|
</select>
|
|
</div>
|
|
</div>
|
|
<div class="col-12">
|
|
<label class="form-label">Lines</label>
|
|
<div class="input-group">
|
|
<span class="input-group-text"><i class="fa fa-fw fa-list"></i></span>
|
|
<select class="form-select" name="lines">
|
|
<option value="each">A line for each ticket</option>
|
|
<option value="one">One line for all of them</option>
|
|
</select>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="card-footer">
|
|
<div class="d-flex justify-content-between align-items-end mb-3">
|
|
<div class="small text-body-secondary" data-unbilled-summary></div>
|
|
<div class="fs-4 fw-semibold itflow-money" data-unbilled-total></div>
|
|
</div>
|
|
<div class="d-flex flex-wrap gap-2">
|
|
<button type="submit" name="<?= $client_view ? 'unbilled_invoice' : 'unbilled_invoice_clients' ?>" value="1" class="btn btn-primary text-bold flex-grow-1" data-unbilled-submit>
|
|
<i class="fas fa-check me-2"></i><span data-unbilled-submit-label><?= $client_view ? 'Make Invoice' : 'Make Invoices' ?></span>
|
|
</button>
|
|
<?php if ($client_view) { ?>
|
|
<button type="submit" name="unbilled_write_off" value="1" class="btn btn-outline-danger confirm-link" formnovalidate
|
|
data-confirm-title="Mark them not billable?" data-confirm-text="The ticked tickets stop being billable and leave this list. Their time stays logged on them, and each one's history says it." data-confirm-button="Not billable">
|
|
<i class="fas fa-ban me-2"></i>Not billable
|
|
</button>
|
|
<?php } ?>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<?php } ?>
|
|
</div>
|
|
</form>
|
|
|
|
<?php } ?>
|
|
|
|
<script src="/js/billing_items.js"></script>
|
|
<script src="/js/unbilled_time.js"></script>
|
|
<script>
|
|
document.addEventListener('DOMContentLoaded', function () {
|
|
itflowUnbilledTime({
|
|
currency: <?= json_encode($currency) ?>,
|
|
locale: <?= json_encode(str_replace('_', '-', (string) $session_company_locale)) ?>
|
|
});
|
|
});
|
|
</script>
|
|
|
|
<?php require_once "../includes/footer.php";
|