Files
itflow/agent/unbilled_time.php
johnnyq afaaa5fc32 Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated
2026-10-17 13:00:54 -04:00

603 lines
43 KiB
PHP

<?php
/*
* Unbilled Time - billable tickets that are done (resolved or closed) and on
* no invoice yet: the time to bill. And, for agents who can see expenses,
* what we paid for clients to bill on to them (billable expenses on no
* invoice yet), at cost with its markup, and the trips out to them to bill
* (billable trips on no invoice yet), at the trip charge and rate.
*
* Every client: one row each with what is waiting - tickets, hours, what it
* comes to at their rate, the expenses, how long the oldest has waited.
* Tick clients and invoice them all at once, one draft each (or onto each
* one's newest draft).
*
* One client (?client_id=): every ticket, with its hours to bill filled in
* from the time logged and the rounding in Admin > Settings > Invoice, ready
* to change before it goes on, and every expense with its price. Tick the
* ones to bill and make an invoice, or add them to one of the client's
* drafts - or mark them not billable.
*
* functions/billing.php (Billing time) counts and bills the time,
* functions/expenses.php (Billing expenses on) the expenses and
* functions/trips.php (Mileage money) the trips; the handlers are in
* agent/post/billing.php.
*/
if (isset($_GET['client_id'])) {
require_once "includes/inc_all_client.php";
$client_view = true;
} else {
require_once "includes/inc_all.php";
$client_view = false;
$client_id = 0;
}
enforceUserPermission('module_sales');
$can_edit = lookupUserPermission('module_sales') >= 2;
$with_time = intval($config_module_enable_ticketing) === 1;
$with_expenses = lookupUserPermission('module_financial') >= 1;
$ready = intval($config_module_enable_accounting) === 1 && ($with_time || $with_expenses);
$can_bill_expenses = $can_edit && lookupUserPermission('module_financial') >= 2;
$rules = billingTimeRules();
$clients = $ready && $with_time ? billingUnbilledByClient($client_view ? $client_id : 0) : [];
$clients = $ready && $with_expenses ? tripUnbilledMerge(expenseUnbilledMerge($clients, $client_view ? $client_id : 0), $client_view ? $client_id : 0) : $clients;
$currency = (string) $session_company_currency;
$money = function ($amount) use ($currency) {
return escapeHtml(billingMoney($amount, $currency));
};
$total = ['tickets' => 0, 'seconds' => 0, 'hours' => 0.0, 'value' => 0.0, 'oldest' => 0, 'no_time' => 0, 'no_rate' => 0,
'expenses' => 0, 'expense_value' => 0.0, 'expense_cost' => 0.0, 'trips' => 0, 'trip_value' => 0.0];
foreach ($clients as $c) {
$total['tickets'] += count($c['tickets']);
$total['seconds'] += $c['seconds'];
$total['hours'] += $c['hours'];
$total['value'] += $c['value'];
$total['oldest'] = max($total['oldest'], $c['oldest']);
$total['no_time'] += $c['no_time'];
$total['no_rate'] += $c['tickets'] && $c['rate'] <= 0 ? 1 : 0;
$total['expenses'] += count($c['expenses'] ?? []);
$total['expense_value'] += $c['expense_value'] ?? 0;
$total['expense_cost'] += $c['expense_cost'] ?? 0;
$total['trips'] += count($c['trips'] ?? []);
$total['trip_value'] += $c['trip_value'] ?? 0;
}
// Expenses and trips together, where they share a column
$total['extras'] = $total['expenses'] + $total['trips'];
$total['extra_value'] = $total['expense_value'] + $total['trip_value'];
$extras_text = function ($expenses, $trips) {
$parts = [];
if ($expenses) {
$parts[] = $expenses . ' expense' . ($expenses === 1 ? '' : 's');
}
if ($trips) {
$parts[] = $trips . ' trip' . ($trips === 1 ? '' : 's');
}
return implode(', ', $parts);
};
$this_client = $client_view ? ($clients[$client_id] ?? null) : null;
$show_time = $with_time && (!$client_view || ($this_client && $this_client['tickets']));
$markup_text = function ($markup) {
return rtrim(rtrim(number_format(floatval($markup), 2, '.', ''), '0'), '.') . '%';
};
$categories = billingCategories();
$taxes = billingTaxes();
$scope_options = ['Support - ' . date('F Y'), 'Support - ' . date('F Y', strtotime('first day of last month'))];
$waiting_pill = function ($days) {
$tone = $days > 30 ? 'danger' : ($days > 7 ? 'warning' : 'secondary');
return '<span class="badge rounded-pill bg-' . $tone . '-subtle text-' . $tone . '-emphasis fw-normal">'
. ($days <= 0 ? 'Today' : $days . ' day' . ($days === 1 ? '' : 's')) . '</span>';
};
$hours_text = function ($hours) {
return billingQuantity($hours) . ' h';
};
?>
<!-- What is waiting to be billed -->
<div class="row g-3 mb-3">
<div class="col-sm-6 col-xl-3">
<div class="itflow-billing-stat">
<div class="itflow-billing-stat-label"><i class="fas fa-file-invoice-dollar me-1"></i>To bill</div>
<div class="itflow-billing-stat-value <?= $total['value'] + $total['extra_value'] > 0 ? 'text-info-emphasis' : '' ?>"><?= $money($total['value'] + $total['extra_value']) ?></div>
<div class="itflow-billing-stat-note">
<?php if ($total['extras']) { ?>
<?= $money($total['value']) ?> of time<?= $total['expenses'] ? ' &middot; ' . $money($total['expense_value']) . ' of expenses' : '' ?><?= $total['trips'] ? ' &middot; ' . $money($total['trip_value']) . ' of travel' : '' ?>
<?php } else { ?>
<?= $client_view ? 'At ' . ($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' ?>
<?php } ?>
</div>
</div>
</div>
<div class="col-sm-6 col-xl-3">
<div class="itflow-billing-stat">
<div class="itflow-billing-stat-label"><i class="fas fa-stopwatch me-1"></i>Hours</div>
<div class="itflow-billing-stat-value"><?= $hours_text($total['hours']) ?></div>
<div class="itflow-billing-stat-note"><?= billingDuration($total['seconds']) ?> logged, rounded <?= escapeHtml(billingTimeRulesText($rules)) ?></div>
</div>
</div>
<div class="col-sm-6 col-xl-3">
<div class="itflow-billing-stat">
<div class="itflow-billing-stat-label"><i class="fas fa-life-ring me-1"></i>Tickets<?= $total['extras'] ? ' &amp; ' . ($total['expenses'] && $total['trips'] ? 'more' : ($total['expenses'] ? 'expenses' : 'trips')) : '' ?></div>
<div class="itflow-billing-stat-value"><?= $total['tickets'] ?><?= $total['extras'] ? ' <span class="text-body-secondary fw-normal">+</span> ' . $total['extras'] : '' ?></div>
<div class="itflow-billing-stat-note">
<?= $client_view ? ($total['extras'] ? $total['tickets'] . ' ticket' . ($total['tickets'] === 1 ? '' : 's') . ', ' . $extras_text($total['expenses'], $total['trips']) : 'Resolved or closed, not invoiced') : count($clients) . ' client' . (count($clients) === 1 ? '' : 's') ?>
<?= $total['no_time'] ? ' &middot; <span class="text-warning-emphasis">' . $total['no_time'] . ' with no time logged</span>' : '' ?>
</div>
</div>
</div>
<div class="col-sm-6 col-xl-3">
<div class="itflow-billing-stat">
<div class="itflow-billing-stat-label"><i class="fas fa-hourglass-half me-1"></i>Waiting longest</div>
<div class="itflow-billing-stat-value <?= $total['oldest'] > 30 ? 'text-danger-emphasis' : '' ?>"><?= $total['tickets'] || $total['extras'] ? $total['oldest'] . ' day' . ($total['oldest'] === 1 ? '' : 's') : '-' ?></div>
<div class="itflow-billing-stat-note"><?= $total['extras'] ? 'Since the ticket was done' . ($total['expenses'] ? ', the expense paid' : '') . ($total['trips'] ? ', the trip driven' : '') : 'Since the ticket was done' ?></div>
</div>
</div>
</div>
<?php if (!$ready) { ?>
<div class="card">
<div class="itflow-asset-empty py-5">
<i class="fas fa-user-clock fa-2x mb-2 opacity-50"></i>
<div>Unbilled Time needs accounting turned on<?= $with_expenses ? '' : ', and ticketing' ?>, in Admin &gt; Settings &gt; Modules.</div>
</div>
</div>
<?php } elseif (!$clients) { ?>
<div class="card">
<div class="card-header bg-dark py-2">
<h3 class="card-title mt-2"><i class="fas fa-fw fa-user-clock me-2"></i>Unbilled Time</h3>
</div>
<div class="itflow-asset-empty py-5">
<i class="fas fa-check-circle fa-2x mb-2 opacity-50"></i>
<div>Nothing waiting to be billed<?= $client_view ? ' for ' . escapeHtml($client_name) : '' ?> - billable tickets that are done<?= $with_expenses ? ', and billable expenses and trips,' : '' ?> are all on an invoice.</div>
<div class="small mt-1">A ticket shows here once it is billable and resolved or closed<?= $with_expenses ? ', an expense or a trip once it is marked billable to its client' : '' ?>.</div>
</div>
</div>
<?php } else { ?>
<form action="post.php" method="post" autocomplete="off" data-unbilled="<?= $client_view ? 'client' : 'clients' ?>">
<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
<?php if ($client_view) { ?>
<input type="hidden" name="client_id" value="<?= $client_id ?>">
<?php } ?>
<div class="row g-3">
<div class="col-xl-8">
<?php if ($client_view && !empty($this_client['expenses'])) { ?>
<!-- What we paid for them, to bill on -->
<div class="card mb-3">
<div class="card-header d-flex align-items-center">
<h3 class="card-title mb-0 me-auto"><i class="fas fa-fw fa-shopping-cart text-secondary me-2"></i>Expenses to bill <span class="badge rounded-pill bg-secondary-subtle text-secondary-emphasis fw-normal ms-1"><?= count($this_client['expenses']) ?></span></h3>
<a class="btn btn-sm btn-outline-secondary" href="expenses.php?client=<?= $client_id ?>&amp;show=to_bill" title="In the expenses list"><i class="fas fa-shopping-cart me-1"></i>Expenses</a>
</div>
<div class="table-responsive">
<table class="table table-hover align-middle mb-0 itflow-billing-table itflow-unbilled-table">
<thead class="text-nowrap table-light">
<tr>
<?php if ($can_bill_expenses) { ?>
<th class="checkbox-column border-end">
<div class="form-check">
<input class="form-check-input" type="checkbox" checked data-unbilled-expense-all title="Tick or untick them all" aria-label="All expenses">
</div>
</th>
<?php } ?>
<th>Expense</th>
<th class="d-none d-md-table-cell">Paid</th>
<th class="text-end">Cost</th>
<th class="text-end">Bill</th>
<th class="text-end d-none d-sm-table-cell">Margin</th>
</tr>
</thead>
<tbody>
<?php foreach ($this_client['expenses'] as $expense_id => $expense) {
[$line_name] = expenseBillLine($expense); ?>
<tr data-unbilled-expense-row data-cost="<?= $expense['cost'] ?>">
<?php if ($can_bill_expenses) { ?>
<td class="checkbox-column border-end">
<div class="form-check">
<input class="form-check-input" type="checkbox" name="expense_ids[]" value="<?= $expense_id ?>" checked data-unbilled-expense-pick aria-label="Bill <?= escapeHtml(expenseLabel($expense)) ?>">
</div>
</td>
<?php } ?>
<td class="min-w-0">
<a href="#" class="ajax-modal" data-modal-size="lg" data-modal-url="modals/expense/expense.php?id=<?= $expense_id ?>"><?= escapeHtml($line_name) ?></a>
<div class="small text-body-secondary"><?= escapeHtml(implode(' · ', array_filter([$expense['vendor_name'], $expense['category_name']]))) ?></div>
</td>
<td class="text-nowrap d-none d-md-table-cell">
<div class="small"><?= escapeHtml($expense['expense_date']) ?></div>
<?= $waiting_pill($expense['waiting']) ?>
</td>
<td class="text-end text-nowrap">
<?= $money($expense['cost']) ?>
<div class="small text-body-secondary">+ <?= $markup_text($expense['expense_markup']) ?></div>
</td>
<td class="text-end itflow-unbilled-price">
<?php if ($can_bill_expenses) { ?>
<input type="text" class="form-control form-control-sm text-end" name="expense_price[<?= $expense_id ?>]" value="<?= number_format($expense['price'], 2, '.', '') ?>" inputmode="decimal" aria-label="Price to bill" data-unbilled-expense-price>
<?php } else { ?>
<?= $money($expense['price']) ?>
<?php } ?>
</td>
<td class="text-end text-nowrap small text-body-secondary d-none d-sm-table-cell" data-unbilled-expense-margin><?= escapeHtml(expenseMarginText($expense['price'], $expense['cost'])) ?></td>
</tr>
<?php } ?>
</tbody>
</table>
</div>
<div class="card-footer small text-body-secondary">
At what it cost (less any refund) with its markup<?= $session_is_admin ? ' - <a href="/admin/settings_invoice.php#billable-expenses">the default markup</a>' : '' ?>. Change a price before billing; each goes on as a line of its own.
</div>
</div>
<?php } ?>
<?php if ($client_view && !empty($this_client['trips'])) { ?>
<!-- The driving out to them, to bill -->
<div class="card mb-3">
<div class="card-header d-flex align-items-center">
<h3 class="card-title mb-0 me-auto"><i class="fas fa-fw fa-route text-secondary me-2"></i>Travel to bill <span class="badge rounded-pill bg-secondary-subtle text-secondary-emphasis fw-normal ms-1"><?= count($this_client['trips']) ?></span></h3>
<a class="btn btn-sm btn-outline-secondary" href="trips.php?client_id=<?= $client_id ?>&amp;show=to_bill" title="In the trips list"><i class="fas fa-route me-1"></i>Trips</a>
</div>
<div class="table-responsive">
<table class="table table-hover align-middle mb-0 itflow-billing-table itflow-unbilled-table">
<thead class="text-nowrap table-light">
<tr>
<?php if ($can_bill_expenses) { ?>
<th class="checkbox-column border-end">
<div class="form-check">
<input class="form-check-input" type="checkbox" checked data-unbilled-trip-all title="Tick or untick them all" aria-label="All trips">
</div>
</th>
<?php } ?>
<th>Trip</th>
<th class="d-none d-md-table-cell">Driven</th>
<th class="text-end"><?= ucfirst(tripUnit()) ?></th>
<th class="text-end">Bill</th>
</tr>
</thead>
<tbody>
<?php foreach ($this_client['trips'] as $trip_id => $trip) { ?>
<tr data-unbilled-trip-row>
<?php if ($can_bill_expenses) { ?>
<td class="checkbox-column border-end">
<div class="form-check">
<input class="form-check-input" type="checkbox" name="trip_ids[]" value="<?= $trip_id ?>" checked data-unbilled-trip-pick aria-label="Bill <?= escapeHtml(tripLabel($trip)) ?>">
</div>
</td>
<?php } ?>
<td class="min-w-0 itflow-trip-route">
<a href="#" class="ajax-modal d-block text-truncate" data-modal-size="lg" data-modal-url="modals/trip/trip.php?id=<?= $trip_id ?>"><?= escapeHtml($trip['trip_purpose']) ?></a>
<div class="small text-body-secondary text-truncate">
<?php if (intval($trip['trip_ticket_id']) && $trip['ticket_number'] !== null) { ?><span class="font-monospace me-1"><?= escapeHtml(ticketReference($trip)) ?></span><?php } ?>
<?= escapeHtml($trip['location_name'] ?? $trip['trip_destination']) ?> &middot; <?= escapeHtml($trip['driver_name'] ?? '') ?>
</div>
</td>
<td class="text-nowrap d-none d-md-table-cell">
<div class="small"><?= escapeHtml($trip['trip_date']) ?></div>
<?= $waiting_pill($trip['waiting']) ?>
</td>
<td class="text-end text-nowrap">
<?= number_format(floatval($trip['trip_miles']), 1) ?>
<?php if (intval($trip['round_trip'])) { ?><i class="fas fa-sync-alt text-body-tertiary small ms-1" title="Round trip"></i><?php } ?>
</td>
<td class="text-end itflow-unbilled-price">
<?php if ($can_bill_expenses) { ?>
<input type="text" class="form-control form-control-sm text-end" name="trip_price[<?= $trip_id ?>]" value="<?= number_format($trip['price'], 2, '.', '') ?>" inputmode="decimal" aria-label="Price to bill" data-unbilled-trip-price>
<?php } else { ?>
<?= $money($trip['price']) ?>
<?php } ?>
</td>
</tr>
<?php } ?>
</tbody>
</table>
</div>
<div class="card-footer small text-body-secondary">
<?= tripBillingOn() ? 'At ' . escapeHtml(tripBillRuleText()) : 'Trips have no charge or rate set, so they bill nothing' ?><?= $session_is_admin ? ' - <a href="/admin/settings_invoice.php#mileage">the trip rates</a>' : '' ?>. Change a price before billing; each goes on as a line of its own.
</div>
</div>
<?php } ?>
<div class="card">
<div class="card-header bg-dark py-2 d-flex align-items-center">
<h3 class="card-title mt-2 me-auto"><i class="fas fa-fw fa-user-clock me-2"></i>Unbilled Time<?= $client_view ? '' : ' by client' ?></h3>
<?php if ($client_view) { ?>
<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>
<?php } ?>
<?php if ($with_time) { ?>
<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>
<?php } ?>
</div>
<?php if ($client_view && !$show_time) { ?>
<div class="card-body small text-body-secondary"><i class="fas fa-check-circle me-1"></i>No unbilled tickets for <?= escapeHtml($client_name) ?><?= $with_time ? ' - their billable tickets that are done are all on an invoice' : '' ?>.</div>
<?php } else { ?>
<div class="table-responsive">
<table class="table table-hover align-middle mb-0 itflow-billing-table itflow-unbilled-table">
<thead class="text-nowrap table-light">
<tr>
<?php if ($can_edit) { ?>
<th class="checkbox-column border-end">
<div class="form-check">
<input class="form-check-input" type="checkbox" checked data-unbilled-all title="Tick or untick them all" aria-label="All">
</div>
</th>
<?php } ?>
<?php if ($client_view) { ?>
<th>Ticket</th>
<th class="d-none d-md-table-cell">Done</th>
<th class="text-end">Logged</th>
<th class="text-end">Bill</th>
<th class="text-end d-none d-sm-table-cell">Amount</th>
<?php } else { ?>
<th>Client</th>
<?php if ($with_time) { ?>
<th class="text-end">Tickets</th>
<th class="text-end d-none d-lg-table-cell">Logged</th>
<th class="text-end d-none d-sm-table-cell">Bill</th>
<th class="text-end d-none d-lg-table-cell">Rate</th>
<?php } ?>
<?php if ($with_expenses) { ?>
<th class="text-end <?= $with_time ? 'd-none d-md-table-cell' : '' ?>"><?= $total['trips'] ? ($total['expenses'] ? 'Expenses &amp; travel' : 'Travel') : 'Expenses' ?></th>
<?php } ?>
<th class="text-end">Amount</th>
<th class="d-none d-md-table-cell">Oldest</th>
<th class="d-none d-sm-table-cell"></th>
<?php } ?>
</tr>
</thead>
<tbody>
<?php if ($client_view) {
foreach ($this_client['tickets'] as $ticket_id => $ticket) { ?>
<tr data-unbilled-row data-rate="<?= floatval($ticket['rate']) ?>">
<?php if ($can_edit) { ?>
<td class="checkbox-column border-end">
<div class="form-check">
<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']) ?>">
</div>
</td>
<?php } ?>
<td class="min-w-0">
<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>
<div class="small text-body-secondary">
<?= $ticket['user_name'] ? escapeHtml($ticket['user_name']) : 'Unassigned' ?>
<?php if (intval($ticket['ticket_onsite'])) { ?>
<span class="badge rounded-pill bg-secondary-subtle text-secondary-emphasis fw-normal ms-1"><i class="fas fa-car-side me-1"></i>Onsite</span>
<?php } ?>
</div>
</td>
<td class="text-nowrap d-none d-md-table-cell">
<div class="small"><?= escapeHtml(date('Y-m-d', strtotime((string) ($ticket['ticket_resolved_at'] ?: $ticket['ticket_closed_at'])))) ?></div>
<?= $waiting_pill($ticket['waiting']) ?>
</td>
<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>
<td class="text-end itflow-unbilled-hours">
<?php if ($can_edit) { ?>
<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>
<?php } else { ?>
<?= $hours_text($ticket['hours']) ?>
<?php } ?>
</td>
<td class="text-end text-nowrap fw-semibold d-none d-sm-table-cell" data-unbilled-amount><?= $money($ticket['value']) ?></td>
</tr>
<?php }
} else {
foreach ($clients as $id => $c) {
$draft = $c['drafts'] ? reset($c['drafts']) : null; ?>
<tr data-unbilled-row data-value="<?= round($c['value'] + ($c['expense_value'] ?? 0) + ($c['trip_value'] ?? 0), 2) ?>" data-hours="<?= round($c['hours'], 2) ?>" data-tickets="<?= count($c['tickets']) ?>" data-expenses="<?= count($c['expenses'] ?? []) ?>" data-trips="<?= count($c['trips'] ?? []) ?>">
<?php if ($can_edit) { ?>
<td class="checkbox-column border-end">
<div class="form-check">
<input class="form-check-input" type="checkbox" name="client_ids[]" value="<?= $id ?>" checked data-unbilled-pick aria-label="Bill <?= escapeHtml($c['client_name']) ?>">
</div>
</td>
<?php } ?>
<td>
<a class="fw-semibold" href="unbilled_time.php?client_id=<?= $id ?>"><?= escapeHtml($c['client_name']) ?></a>
<?php if ($c['drafts']) { ?>
<div class="small text-body-secondary" title="Newest draft">
<i class="fas fa-pencil-ruler me-1"></i><?= count($c['drafts']) ?> draft<?= count($c['drafts']) === 1 ? '' : 's' ?> &middot; <?= escapeHtml(billingNumber('invoice', $draft)) ?>
</div>
<?php } ?>
</td>
<?php if ($with_time) { ?>
<td class="text-end">
<?= count($c['tickets']) ?: '<span class="text-body-secondary">-</span>' ?>
<?php if ($c['no_time']) { ?>
<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>
<?php } ?>
</td>
<td class="text-end text-nowrap d-none d-lg-table-cell"><?= $c['tickets'] ? billingDuration($c['seconds']) : '<span class="text-body-secondary">-</span>' ?></td>
<td class="text-end text-nowrap d-none d-sm-table-cell"><?= $c['tickets'] ? $hours_text($c['hours']) : '<span class="text-body-secondary">-</span>' ?></td>
<td class="text-end text-nowrap d-none d-lg-table-cell">
<?php if (!$c['tickets']) { ?>
<span class="text-body-secondary">-</span>
<?php } elseif ($c['rate'] > 0) { ?>
<?= $money($c['rate']) ?><?= $c['default_rate'] ? '<div class="small text-body-tertiary" title="The client has no rate of its own">default</div>' : '' ?>
<?php } else { ?>
<span class="small text-warning-emphasis" title="Set an hourly rate on the client, or a default in Admin > Settings > Defaults">No rate</span>
<?php } ?>
</td>
<?php } ?>
<?php if ($with_expenses) { ?>
<td class="text-end text-nowrap <?= $with_time ? 'd-none d-md-table-cell' : '' ?>">
<?php if ($c['expenses'] || !empty($c['trips'])) { ?>
<?= $money($c['expense_value'] + ($c['trip_value'] ?? 0)) ?>
<div class="small text-body-secondary"><?= $extras_text(count($c['expenses']), count($c['trips'] ?? [])) ?></div>
<?php } else { ?>
<span class="text-body-secondary">-</span>
<?php } ?>
</td>
<?php } ?>
<td class="text-end text-nowrap fw-semibold"><?= $money($c['value'] + ($c['expense_value'] ?? 0) + ($c['trip_value'] ?? 0)) ?></td>
<td class="text-nowrap d-none d-md-table-cell"><?= $waiting_pill($c['oldest']) ?></td>
<td class="text-end d-none d-sm-table-cell">
<a class="btn btn-sm btn-outline-secondary text-nowrap" href="unbilled_time.php?client_id=<?= $id ?>">Review</a>
</td>
</tr>
<?php }
} ?>
</tbody>
</table>
</div>
<?php if ($with_time) { ?>
<div class="card-footer small text-body-secondary">
Time is rounded <?= escapeHtml(billingTimeRulesText($rules)) ?>, per ticket<?= $session_is_admin ? ' - <a href="/admin/settings_invoice.php#billing-time">change how</a>' : '' ?>.
<?= $client_view ? 'Change the hours before billing - a ticket left at 0 goes on the invoice with no charge.' : 'Review a client to change the hours on its tickets' . ($with_expenses ? ' and the prices of its expenses and trips' : '') . ' first.' ?>
</div>
<?php } ?>
<?php } ?>
</div>
</div>
<?php if ($can_edit) { ?>
<!-- How they go on -->
<div class="col-xl-4">
<div class="card itflow-unbilled-panel">
<div class="card-header">
<h3 class="card-title mb-0"><i class="fas fa-fw fa-file-invoice-dollar text-secondary me-2"></i>Bill <?= $client_view ? 'them' : 'these clients' ?></h3>
</div>
<div class="card-body">
<div class="row g-3">
<?php if ($client_view) { ?>
<div class="col-12">
<label class="form-label">Invoice</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-file-invoice"></i></span>
<select class="form-select" name="invoice_id" data-unbilled-target>
<option value="0">A new draft invoice</option>
<?php foreach ($this_client['drafts'] as $draft_id => $draft) { ?>
<option value="<?= $draft_id ?>">Add to <?= escapeHtml(billingNumber('invoice', $draft)) ?><?= trim((string) $draft['invoice_scope']) !== '' ? ' - ' . escapeHtml($draft['invoice_scope']) : '' ?> (<?= $money($draft['invoice_amount']) ?>)</option>
<?php } ?>
</select>
</div>
</div>
<?php } else { ?>
<div class="col-12">
<label class="form-label">Invoices</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-file-invoice"></i></span>
<select class="form-select" name="target" data-unbilled-target>
<option value="new">A new draft for each client</option>
<option value="draft">Each client's newest draft, or a new one</option>
</select>
</div>
</div>
<?php } ?>
<div class="col-sm-6 col-xl-12" data-unbilled-new>
<label class="form-label">Invoice date <strong class="text-danger">*</strong></label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
<input type="date" class="form-control" name="date" max="2999-12-31" value="<?= date('Y-m-d') ?>" required>
</div>
</div>
<div class="col-sm-6 col-xl-12" data-unbilled-new>
<label class="form-label">Category <strong class="text-danger">*</strong></label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-tag"></i></span>
<select class="form-select" name="category" required>
<option value="">- Category -</option>
<?php foreach ($categories as $category_id => $category) { ?>
<option value="<?= intval($category_id) ?>"<?= selectOptionColor($category['category_color'] ?? '', $category['category_icon'] ?? '') ?>><?= escapeHtml($category['category_name']) ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="col-12" data-unbilled-new>
<label class="form-label">Scope</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-comment"></i></span>
<input type="text" class="form-control" name="scope" maxlength="255" value="<?= escapeHtml($scope_options[0]) ?>" list="unbilledScopes">
<datalist id="unbilledScopes">
<?php foreach ($scope_options as $scope_option) { ?>
<option value="<?= escapeHtml($scope_option) ?>"></option>
<?php } ?>
</datalist>
</div>
</div>
<?php if ($show_time) { ?>
<div class="col-12">
<label class="form-label">Line</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-cube"></i></span>
<input type="text" class="form-control" name="item_name" maxlength="200" value="<?= escapeHtml($rules['item_name']) ?>" required>
</div>
</div>
<?php } ?>
<?php if ($client_view && $show_time) { ?>
<div class="col-sm-6 col-xl-12">
<label class="form-label">Rate <strong class="text-danger">*</strong></label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-dollar-sign"></i></span>
<input type="text" class="form-control text-end" name="price" inputmode="decimal" value="<?= number_format($this_client['rate'], 2, '.', '') ?>" required data-unbilled-rate>
</div>
<div class="form-text">An hour<?= $this_client['default_rate'] ? ' - the default, the client has no rate' : " - the client's rate" ?></div>
</div>
<?php } ?>
<div class="<?= $client_view ? 'col-sm-6 col-xl-12' : 'col-12' ?>">
<label class="form-label">Tax</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-percent"></i></span>
<select class="form-select" name="tax_id" data-unbilled-tax>
<?= taxOptionsHtml($taxes, TAX_USUAL, $client_view ? "Each line's usual rate" : "Each client's usual rates", $client_view ? floatval(taxRow(taxDefaultFor($client_id, 'time'))['tax_percent'] ?? 0) : 0) ?>
</select>
</div>
</div>
<?php if ($show_time) { ?>
<div class="col-12">
<label class="form-label">Lines</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-list"></i></span>
<select class="form-select" name="lines">
<option value="each">A line for each ticket</option>
<option value="one">One line for all of them</option>
</select>
</div>
<?php if ($total['extras']) { ?>
<div class="form-text"><?= ucfirst($total['expenses'] && $total['trips'] ? 'expenses and trips' : ($total['expenses'] ? 'expenses' : 'trips')) ?> go on with a line each, at their price<?= $client_view ? '' : ($total['expenses'] ? ' - an expense at cost with its markup' : '') ?>.</div>
<?php } ?>
</div>
<?php } ?>
</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<?= $total['extras'] ? ', ' . ($total['expenses'] && $total['trips'] ? 'expenses and trips' : ($total['expenses'] ? 'expenses' : 'trips')) : '' ?> stop being billable and leave this list. <?= $total['tickets'] ? "Their time stays logged on them, and each one's history says it." : 'They stay as our cost.' ?>" data-confirm-button="Not billable">
<i class="fas fa-ban me-2"></i>Not billable
</button>
<?php } ?>
</div>
</div>
</div>
</div>
<?php } ?>
</div>
</form>
<?php } ?>
<script src="/js/billing_items.js"></script>
<script src="/js/unbilled_time.js"></script>
<script>
document.addEventListener('DOMContentLoaded', function () {
itflowUnbilledTime({
currency: <?= json_encode($currency) ?>,
locale: <?= json_encode(str_replace('_', '-', (string) $session_company_locale)) ?>
});
});
</script>
<?php require_once "../includes/footer.php";