mirror of
https://github.com/itflow-org/itflow
synced 2026-11-11 23:17:23 +00:00
407 lines
20 KiB
PHP
407 lines
20 KiB
PHP
<?php
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require_once '../../../includes/modal_header.php';
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// Filters
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$leads_filter = intval($_GET['lead'] ?? 0);
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// Selects
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$referral_sql = mysqli_query($mysqli, "SELECT category_name FROM categories WHERE category_type = 'Referral' AND category_archived_at IS NULL ORDER BY category_name ASC");
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$sql_tags_select = mysqli_query($mysqli, "SELECT tag_id, tag_name FROM tags WHERE tag_type = 1 ORDER BY tag_name ASC");
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$net_terms_array = array (
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'0'=>'On Receipt',
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'7'=>'7 Days',
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'10'=>'10 Days',
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'15'=>'15 Days',
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'30'=>'30 Days',
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'45'=>'45 Days',
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'60'=>'60 Days',
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'90'=>'90 Days'
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);
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ob_start();
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?>
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<div class="modal-header bg-dark">
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<h5 class="modal-title"><i class="fa fa-fw fa-user-plus me-2"></i>New <?php if($leads_filter == 0){ echo "Client"; } else { echo "Lead"; } ?></h5>
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<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
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</div>
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<ul class="modal-header nav nav-pills nav-justified">
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<li class="nav-item">
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<a class="nav-link active" data-bs-toggle="pill" href="#pills-details">Details</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" data-bs-toggle="pill" href="#pills-location">Location</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" data-bs-toggle="pill" href="#pills-contact" id="contactNavPill">Contact</a>
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</li>
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<?php if ($config_module_enable_accounting) { ?>
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<li class="nav-item">
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<a class="nav-link" data-bs-toggle="pill" href="#pills-billing">Billing</a>
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</li>
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<?php } ?>
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<li class="nav-item">
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<a class="nav-link" data-bs-toggle="pill" href="#pills-notes">Notes</a>
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</li>
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</ul>
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<form action="post.php" method="post" autocomplete="off">
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<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
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<div class="modal-body">
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<div class="tab-content">
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<div class="tab-pane fade show active" id="pills-details">
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<div class="mb-3">
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<label>Name <strong class="text-danger">*</strong> / <span class="text-secondary">Is Lead</span></label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-user"></i></span>
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<input type="text" class="form-control" name="name" id="client_name" placeholder="Name or Company" maxlength="200" onfocusout="checkClientDuplicate()" required autofocus>
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<div class="input-group-text">
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<input class="form-check-input" type="checkbox" name="lead" value="1" <?php if($leads_filter == 1){ echo "checked"; } ?>>
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</div>
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</div>
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<div class="mt-2">
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<span class="text-info" id="client_duplicate_info"></span>
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</div>
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</div>
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<div class="mb-3">
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<label>Shortened Name</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
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<input type="text" class="form-control" name="abbreviation" placeholder="Shortened name for client - Max chars 6" maxlength="6" oninput="this.value = this.value.toUpperCase()">
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</div>
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</div>
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<div class="mb-3">
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<label>Industry</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-briefcase"></i></span>
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<input type="text" class="form-control" name="type" placeholder="Company Type" maxlength="200">
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</div>
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</div>
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<div class="mb-3">
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<label>Referral</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-link"></i></span>
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<select class="form-select select2" data-tags="true" name="referral">
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<option value="">- Select Referral -</option>
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<?php
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while ($row = mysqli_fetch_assoc($referral_sql)) {
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$referral = escapeHtml($row['category_name']); ?>
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<option><?= $referral ?></option>
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<?php } ?>
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</select>
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<button class="btn btn-secondary ajax-modal" title="New category" type="button"
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data-modal-url="../admin/modals/category/category_add.php?category=Referral">
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<i class="fas fa-fw fa-plus"></i>
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</button>
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</div>
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</div>
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<div class="mb-3">
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<label>Website</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-globe"></i></span>
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<input type="text" class="form-control" name="website" placeholder="ex. google.com" maxlength="200">
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</div>
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</div>
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<div class="mb-3">
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<label>Tags</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-tags"></i></span>
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<select class="form-select select2" name="tags[]" data-placeholder="- Select Tags -"multiple>
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<?php
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while ($row = mysqli_fetch_assoc($sql_tags_select)) {
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$tag_id_select = intval($row['tag_id']);
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$tag_name_select = escapeHtml($row['tag_name']);
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?>
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<option value="<?= $tag_id_select ?>"><?= $tag_name_select ?></option>
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<?php } ?>
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</select>
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<button class="btn btn-secondary ajax-modal" title="New tag" type="button"
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data-modal-url="../admin/modals/tag/tag_add.php?type=1">
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<i class="fas fa-fw fa-plus"></i>
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</button>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="pills-location">
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<div class="mb-3">
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<label>Address</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-map-marker-alt"></i></span>
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<input type="text" class="form-control" name="address" placeholder="Street Address" maxlength="200">
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</div>
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</div>
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<div class="mb-3">
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<label>City</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-city"></i></span>
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<input type="text" class="form-control" name="city" placeholder="City" maxlength="200">
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</div>
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</div>
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<div class="mb-3">
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<label>State / Province</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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<input type="text" class="form-control" name="state" placeholder="State or Province" maxlength="200">
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</div>
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</div>
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<div class="mb-3">
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<label>Postal Code</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fab fa-fw fa-usps"></i></span>
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<input type="text" class="form-control" name="zip" placeholder="Zip or Postal Code" maxlength="200">
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</div>
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</div>
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<div class="mb-3">
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<label>Country</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-globe-americas"></i></span>
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<select class="form-select select2" name="country">
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<option value="">- Select Country -</option>
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<?php foreach($countries_array as $country_name) { ?>
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<option <?php if ($session_company_country == $country_name) { echo "selected"; } ?> data-iso2="<?= $country_iso2_array[$country_name] ?? '' ?>"><?= $country_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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<label>Location Phone / <span class="text-secondary">Extension</span></label>
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<div class="row g-2">
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<div class="col-9">
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<div class="mb-3">
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-phone"></i></span>
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<input type="hidden" name="location_phone_country_code">
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<input type="tel" class="form-control" name="location_phone" placeholder="Phone Number" maxlength="200" data-itflow-phone="location_phone_country_code" data-itflow-phone-country-select="country">
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</div>
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</div>
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</div>
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<div class="col-3">
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<div class="mb-3">
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<input type="text" class="form-control" name="location_extension" placeholder="ext." maxlength="200">
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</div>
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</div>
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</div>
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<label>Location Fax</label>
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<div class="row g-2">
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<div class="col-9">
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<div class="mb-3">
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-fax"></i></span>
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<input type="hidden" name="location_fax_country_code">
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<input type="tel" class="form-control" name="location_fax" placeholder="Fax Number" maxlength="200" data-itflow-phone="location_fax_country_code" data-itflow-phone-country-select="country">
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="pills-contact">
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<div class="mb-3">
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<label>Primary Contact <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-check"></i></span>
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<input type="text" class="form-control" id="primaryContact" name="contact" placeholder="Primary Contact Person" maxlength="200" required autofocus>
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</div>
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</div>
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<div class="mb-3">
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<label>Title</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
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<input type="text" class="form-control" name="title" placeholder="Title" maxlength="200">
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</div>
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</div>
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<label>Contact Phone / <span class="text-secondary">Extension</span></label>
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<div class="row g-2">
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<div class="col-9">
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<div class="mb-3">
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-phone"></i></span>
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<input type="hidden" name="contact_phone_country_code">
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<input type="tel" class="form-control" name="contact_phone" placeholder="Phone Number" maxlength="200" data-itflow-phone="contact_phone_country_code">
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</div>
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</div>
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</div>
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<div class="col-3">
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<div class="mb-3">
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<input type="text" class="form-control" name="contact_extension" placeholder="ext." maxlength="200">
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</div>
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</div>
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</div>
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<label>Mobile</label>
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<div class="row g-2">
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<div class="col-9">
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<div class="mb-3">
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-mobile-alt"></i></span>
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<input type="hidden" name="contact_mobile_country_code">
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<input type="tel" class="form-control" name="contact_mobile" placeholder="Mobile Phone Number" maxlength="200" data-itflow-phone="contact_mobile_country_code">
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</div>
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</div>
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</div>
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</div>
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<div class="mb-3">
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<label>Contact Email</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-envelope"></i></span>
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<input type="email" class="form-control" name="contact_email" placeholder="Contact's Email Address" maxlength="200">
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</div>
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</div>
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</div>
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<?php if ($config_module_enable_accounting) { ?>
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<div class="tab-pane fade" id="pills-billing">
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<div class="mb-3">
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<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-clock"></i></span>
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<input type="text" class="form-control" inputmode="decimal" pattern="[0-9]*\.?[0-9]{0,2}" name="rate" placeholder="0.00" value="<?= "$config_default_hourly_rate" ?>">
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</div>
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</div>
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<div class="mb-3">
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<label>Payment Terms</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
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<select class="form-select select2" name="net_terms">
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<?php foreach($net_terms_array as $net_term_value => $net_term_name) { ?>
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<option <?php if ($config_default_net_terms == $net_term_value) { echo "selected"; } ?> value="<?= $net_term_value ?>"><?= $net_term_name ?></option>
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<?php } ?>
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</select>
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</div>
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</div>
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<div class="mb-3">
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<label>Tax ID</label>
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<div class="input-group">
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<span class="input-group-text"><i class="fa fa-fw fa-balance-scale"></i></span>
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<input type="text" class="form-control" name="tax_id_number" placeholder="Tax ID Number" maxlength="255">
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</div>
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</div>
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<?php
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$client_tax = [];
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$client_tax_key = 'New';
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require __DIR__ . '/client_tax_fields.php';
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?>
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<div class="mb-3">
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<input type="hidden" name="reminders_field" value="1">
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<div class="form-check form-switch">
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<input type="checkbox" class="form-check-input" name="reminders" value="1" id="clientRemindersNew" checked>
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<label class="form-check-label" for="clientRemindersNew">Payment reminders and statements</label>
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</div>
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<small class="text-secondary">Emailed as set in Invoice Settings. Off, this client gets neither - invoices can still be sent by hand.</small>
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</div>
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</div>
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<?php } ?>
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<div class="tab-pane fade" id="pills-notes">
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<div class="mb-3">
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<textarea class="form-control" rows="10" name="notes" placeholder="Enter some notes"></textarea>
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</div>
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<?php
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// Ticket SLA assignments - only offered when active SLAs exist
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$sla_options = [];
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$sla_options_sql = mysqli_query($mysqli, "SELECT sla_id, sla_name FROM slas WHERE sla_archived_at IS NULL ORDER BY sla_name ASC");
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while ($sla_option_row = mysqli_fetch_assoc($sla_options_sql)) {
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$sla_options[intval($sla_option_row['sla_id'])] = $sla_option_row['sla_name'];
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}
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if ($config_module_enable_ticketing && !empty($sla_options)) { ?>
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<div class="mb-3">
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<label>Ticket SLAs</label>
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<div class="row g-2">
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<?php foreach (['Low', 'Medium', 'High', 'Urgent'] as $sla_priority) { ?>
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<div class="col-3">
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<small class="text-secondary"><?= $sla_priority ?></small>
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<select class="form-select" name="client_sla_<?= strtolower($sla_priority) ?>">
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<option value="default">Default</option>
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<option value="0">None</option>
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<?php foreach ($sla_options as $sla_option_id => $sla_option_name) { ?>
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<option value="<?= $sla_option_id ?>"><?= escapeHtml($sla_option_name) ?></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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</div>
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<small class="text-muted">Default follows the global SLA assignment for each priority.</small>
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</div>
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<?php } ?>
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</div>
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</div>
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</div>
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<div class="modal-footer">
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<button type="submit" name="add_client" class="btn btn-primary text-bold" onclick="promptPrimaryContact()"><i class="fa fa-check me-2"></i>Create Client</button>
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<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Close</button>
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</div>
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</form>
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<script>
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// Checks/prompts that the primary contact field (required) is populated
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function promptPrimaryContact() {
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let primaryContactField = document.getElementById("primaryContact").value;
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if (primaryContactField == null || primaryContactField === "") {
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document.getElementById("contactNavPill").click();
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}
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}
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</script>
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<script>
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// Checks for duplicate clients
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function checkClientDuplicate() {
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var name = document.getElementById("client_name").value;
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//Send a GET request to ajax.php as ajax.php?client_duplicate_check=true&name=NAME
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itflowGet(
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"ajax.php",
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{client_duplicate_check: 'true', name: name},
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function(data) {
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//If we get a response from ajax.php, parse it as JSON
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const client_duplicate_data = JSON.parse(data);
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document.getElementById("client_duplicate_info").innerHTML = client_duplicate_data.message;
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}
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);
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}
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</script>
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<?php
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require_once '../../../includes/modal_footer.php';
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