Files
itflow/client/functions.php

409 lines
19 KiB
PHP

<?php
/*
* Client Portal
* Functions
*/
/*
* Verifies a contact has access to a particular ticket ID, and that the ticket is in the correct state (open/closed) to perform an action
*/
function verifyContactTicketAccess($requested_ticket_id, $expected_ticket_state) {
// Access the global variables
global $mysqli, $session_contact_id, $session_contact_primary, $session_contact_is_technical_contact, $session_client_id;
// Setup
if ($expected_ticket_state == "Closed") {
// Closed tickets
$ticket_state_snippet = "ticket_status = 5";
} elseif ($expected_ticket_state == "Any") {
// Open or closed - reading, such as an attachment
$ticket_state_snippet = "1 = 1";
} else {
// Open (working/hold) tickets
$ticket_state_snippet = "ticket_status != 5";
}
// Verify the contact has access to the provided ticket ID
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT * FROM tickets WHERE ticket_id = $requested_ticket_id AND $ticket_state_snippet AND ticket_client_id = $session_client_id LIMIT 1"));
if ($row) {
$ticket_id = $row['ticket_id'];
if (intval($ticket_id) && ($session_contact_id == $row['ticket_contact_id'] || $session_contact_primary == 1 || $session_contact_is_technical_contact)) {
// Client is ticket owner, primary contact, or a technical contact
return true;
}
}
// Client is NOT ticket owner or primary/tech contact
return false;
}
/*
* Portal access control - single source of truth for what a logged-in contact can do.
* Primary contacts have full access; others are gated by their billing / technical flags.
* Capabilities are named by area so the rule for one can change without touching callers.
*/
function contactCan($capability) {
global $session_contact_primary, $session_contact_is_billing_contact, $session_contact_is_technical_contact;
// Primary contacts can do everything in the portal
if ($session_contact_primary == 1) {
return true;
}
switch ($capability) {
case 'accounting': // invoices, quotes, recurring invoices, saved payment methods
return (bool) $session_contact_is_billing_contact;
case 'itdoc': // assets, certificates, domains, documents, files
case 'contacts': // view / manage contacts
return (bool) $session_contact_is_technical_contact;
default: // unknown capability -> deny (fail closed)
return false;
}
}
/*
* Enforce a capability at the top of a page or handler - bounce the contact out if they lack it.
*/
function enforceContactCan($capability) {
if (!contactCan($capability)) {
redirect("post.php?logout");
}
}
/*
* Confirms the person at the keyboard is the account holder, before a change
* that would let someone who hijacked a session take the account over or
* defeat phone verification.
*
* Returns true for SSO contacts without checking anything: there is no local
* password to compare against, and the identity provider has already done this
* work. Gating them on a password they do not have would just lock them out.
*/
function portalReauthenticate($current_password) {
global $mysqli, $session_user_id;
if (($_SESSION['login_method'] ?? 'local') !== 'local') {
return true;
}
if (empty($current_password)) {
return false;
}
$sql = mysqli_query($mysqli, "SELECT user_password FROM users WHERE user_id = $session_user_id LIMIT 1");
$row = mysqli_fetch_assoc($sql);
if (!$row || empty($row['user_password'])) {
return false;
}
return password_verify($current_password, $row['user_password']);
}
/*
* A timestamp a person can read, in the company's configured date and time
* format rather than the raw DATETIME the database hands back.
*
* Today and yesterday are named instead of dated, because on an activity list
* the recent rows are the ones being scanned and "Today at 4:12 PM" answers
* "was that just now?" faster than a date does. Anything older gets the full
* date, since by then the date is the useful part.
*
* Returns HTML-escaped output - callers print it directly.
*/
function portalDateTime($datetime) {
global $config_date_format, $config_time_format;
if (empty($datetime)) {
return '';
}
$timestamp = strtotime($datetime);
if ($timestamp === false) {
return escapeHtml($datetime);
}
$time = date($config_time_format, $timestamp);
$day = date('Y-m-d', $timestamp);
if ($day === date('Y-m-d')) {
return escapeHtml("Today at $time");
}
if ($day === date('Y-m-d', strtotime('-1 day'))) {
return escapeHtml("Yesterday at $time");
}
return escapeHtml(date($config_date_format, $timestamp) . " at $time");
}
/*
* The empty state for the portal's list pages - the same one the agent lists
* use (emptyStateHtml()), so an empty list reads as empty rather than broken.
*
* Pass 'success' where empty is genuinely good news (nothing owed, nothing
* unpaid) and it shows a tick.
*/
function portalEmptyState($message, $icon = 'fa-inbox', $type = 'secondary') {
return emptyStateHtml([
'title' => rtrim((string) $message, '.'),
'icon' => $type === 'success' ? 'fa-check' : $icon,
'filtered' => false,
]);
}
/*
* The portal's sections, in menu order, as this contact may see them - the top
* bar, the phone menu and the tab bar all draw from this. Each has a label, an
* icon, the pages that light it up, and an href or children.
*/
function portalNav() {
global $mysqli, $config_module_enable_accounting, $config_module_enable_itdoc;
$nav = [
'home' => ['label' => 'Home', 'icon' => 'fa-home', 'href' => '/client/index.php', 'pages' => ['index.php']],
'tickets' => ['label' => 'Tickets', 'icon' => 'fa-life-ring', 'href' => '/client/tickets.php', 'pages' => ['tickets.php', 'ticket.php', 'ticket_add.php', 'ticket_view_all.php']],
];
if (contactCan('accounting') && $config_module_enable_accounting == 1) {
$cards = billingStripeProvider() !== null;
$children = [
['label' => 'Invoices', 'icon' => 'fa-file-invoice-dollar', 'href' => '/client/invoices.php', 'pages' => ['invoices.php', 'invoice.php']],
];
if ($cards) {
$children[] = ['label' => 'Pay invoices', 'icon' => 'fa-hand-holding-usd', 'href' => '/client/unpaid_invoices.php', 'pages' => ['unpaid_invoices.php', 'pay.php']];
}
$children[] = ['label' => 'Quotes', 'icon' => 'fa-comment-dollar', 'href' => '/client/quotes.php', 'pages' => ['quotes.php', 'quote.php']];
$children[] = ['label' => 'Recurring invoices', 'icon' => 'fa-redo-alt', 'href' => '/client/recurring_invoices.php', 'pages' => ['recurring_invoices.php', 'recurring_invoice.php']];
$children[] = ['label' => 'Payments', 'icon' => 'fa-receipt', 'href' => '/client/payments.php', 'pages' => ['payments.php', 'receipt.php']];
$children[] = ['label' => 'Statement', 'icon' => 'fa-file-alt', 'href' => '/client/statement.php', 'pages' => ['statement.php']];
if ($cards) {
$children[] = ['label' => 'Cards & autopay', 'icon' => 'fa-credit-card', 'href' => '/client/saved_payment_methods.php', 'pages' => ['saved_payment_methods.php']];
}
$nav['billing'] = ['label' => 'Billing', 'icon' => 'fa-file-invoice-dollar', 'children' => $children, 'pages' => array_merge(...array_column($children, 'pages'))];
}
if ($config_module_enable_itdoc && contactCan('itdoc')) {
$children = [
['label' => 'Assets', 'icon' => 'fa-desktop', 'href' => '/client/assets.php', 'pages' => ['assets.php']],
['label' => 'Documents', 'icon' => 'fa-folder-open', 'href' => '/client/documents.php', 'pages' => ['documents.php', 'document.php', 'file.php']],
['label' => 'Domains', 'icon' => 'fa-globe', 'href' => '/client/domains.php', 'pages' => ['domains.php']],
['label' => 'Certificates', 'icon' => 'fa-lock', 'href' => '/client/certificates.php', 'pages' => ['certificates.php']],
['label' => 'Contacts', 'icon' => 'fa-address-book', 'href' => '/client/contacts.php', 'pages' => ['contacts.php', 'contact_add.php', 'contact_edit.php']],
];
$nav['it'] = ['label' => 'Your IT', 'icon' => 'fa-laptop', 'children' => $children, 'pages' => array_merge(...array_column($children, 'pages'))];
}
// The links an admin set to show in the portal (Admin > Custom Links)
$sql = mysqli_query($mysqli, "SELECT custom_link_id, custom_link_icon, custom_link_name, custom_link_new_tab, custom_link_uri FROM custom_links
WHERE custom_link_location = 3 AND custom_link_archived_at IS NULL ORDER BY custom_link_order ASC, custom_link_name ASC");
while ($row = mysqli_fetch_assoc($sql)) {
$icon = preg_replace('/[^a-z0-9-]/', '', strtolower((string) $row['custom_link_icon']));
$nav['link-' . intval($row['custom_link_id'])] = [
'label' => (string) $row['custom_link_name'],
'icon_class' => 'fas fa-fw fa-' . ($icon !== '' ? $icon : 'external-link-alt'),
'href' => (string) $row['custom_link_uri'],
'new_tab' => intval($row['custom_link_new_tab']) === 1,
'pages' => [basename((string) $row['custom_link_uri'])],
];
}
return $nav;
}
/** A round avatar - the photo when there is one, else initials on a tone picked from the name. */
function portalAvatarHtml($name, $photo_url = '', $size = '') {
$class = 'itflow-portal-avatar' . ($size !== '' ? " itflow-portal-avatar-$size" : '');
if ($photo_url !== '') {
return '<img class="' . $class . '" src="' . escapeHtml($photo_url) . '" alt="">';
}
$initials = personInitials((string) $name) ?: '?';
$tone = 1 + (abs(crc32((string) $name)) % 6);
return '<span class="' . $class . ' itflow-portal-avatar-tone-' . $tone . '" aria-hidden="true">' . escapeHtml($initials) . '</span>';
}
/*
* ---------- tickets ----------
*
* A ticket as the client sees it. The statuses agents work with (New, Open,
* On Hold and any of their own) mean little to a client, so the portal says
* where it stands for them: received, being worked on, waiting on them, on
* hold, resolved for them to confirm, or closed.
*/
/** Whether this contact sees every ticket of their company, not only their own - primary and technical contacts. */
function portalSeesAllTickets() {
global $session_contact_primary, $session_contact_is_technical_contact;
return $session_contact_primary == 1 || $session_contact_is_technical_contact;
}
/** SQL: the tickets this contact may open - their company's, and only their own unless they see them all. */
function portalTicketScopeSql($mine_only = false) {
global $session_client_id, $session_contact_id;
$sql = "tickets.ticket_client_id = " . intval($session_client_id);
if ($mine_only || !portalSeesAllTickets()) {
$sql .= " AND tickets.ticket_contact_id = " . intval($session_contact_id);
}
return $sql;
}
/**
* Where a ticket stands for the client - key, label, icon and the badge class.
* From a row with ticket_status, ticket_resolved_at, ticket_closed_at,
* ticket_last_spoke (ticketLastSpokeSql()) and ticket_status_pauses_sla.
*/
function portalTicketState($row) {
if (!empty($row['ticket_closed_at'])) {
return ['key' => 'closed', 'label' => 'Closed', 'icon' => 'fa-check-circle', 'class' => 'itflow-portal-state-closed'];
}
if (!empty($row['ticket_resolved_at'])) {
return ['key' => 'resolved', 'label' => 'Resolved', 'icon' => 'fa-check', 'class' => 'itflow-portal-state-resolved'];
}
if (($row['ticket_last_spoke'] ?? null) === 'Public') {
return ['key' => 'you', 'label' => 'Waiting on you', 'icon' => 'fa-reply', 'class' => 'itflow-portal-state-you'];
}
if (intval($row['ticket_status_pauses_sla'] ?? 0) === 1) {
return ['key' => 'hold', 'label' => $row['ticket_status_name'] ?: 'On hold', 'icon' => 'fa-pause', 'class' => 'itflow-portal-state-hold'];
}
if (intval($row['ticket_status'] ?? 0) === 1 && empty($row['ticket_last_spoke'])) {
return ['key' => 'new', 'label' => 'Received', 'icon' => 'fa-inbox', 'class' => 'itflow-portal-state-new'];
}
return ['key' => 'progress', 'label' => 'In progress', 'icon' => 'fa-tools', 'class' => 'itflow-portal-state-progress'];
}
/** The state as a badge. */
function portalTicketStateHtml($row) {
$state = portalTicketState($row);
return '<span class="itflow-portal-state ' . $state['class'] . '"><i class="fas fa-fw ' . $state['icon'] . '"></i>' . escapeHtml($state['label']) . '</span>';
}
/** The ticket list's tabs - each with its label, icon and SQL. Needs tickets joined to ticket_statuses. */
function portalTicketTabs() {
$spoke = ticketLastSpokeSql();
return [
'open' => ['label' => 'Open', 'icon' => 'fa-folder-open', 'where' => TICKET_OPEN_SQL],
'you' => ['label' => 'Waiting on you', 'icon' => 'fa-reply', 'where' => TICKET_OPEN_SQL . " AND $spoke = 'Public'"],
'resolved' => ['label' => 'Resolved', 'icon' => 'fa-check', 'where' => 'tickets.ticket_resolved_at IS NOT NULL AND tickets.ticket_closed_at IS NULL'],
'closed' => ['label' => 'Closed', 'icon' => 'fa-check-circle', 'where' => 'tickets.ticket_closed_at IS NOT NULL'],
'all' => ['label' => 'All', 'icon' => 'fa-list', 'where' => '1 = 1'],
];
}
/** The columns a ticket list or page needs for portalTicketState(), with the ticket's own. */
function portalTicketColumnsSql() {
return "tickets.ticket_id, tickets.ticket_prefix, tickets.ticket_number, tickets.ticket_subject, tickets.ticket_status, tickets.ticket_priority,
tickets.ticket_created_at, tickets.ticket_updated_at, tickets.ticket_resolved_at, tickets.ticket_closed_at, tickets.ticket_contact_id,
ticket_statuses.ticket_status_name, ticket_statuses.ticket_status_pauses_sla, " . ticketLastSpokeSql() . " AS ticket_last_spoke";
}
/** Whether what the editor sent says nothing - only tags, spaces and non-breaking spaces, and no picture. */
function portalHtmlIsEmpty($html) {
$html = (string) $html;
if (stripos($html, '<img') !== false) {
return false;
}
return preg_replace('/[\s\x{00A0}]+/u', '', html_entity_decode(strip_tags($html), ENT_QUOTES, 'UTF-8')) === '';
}
/** The reply lines the portal writes itself when a contact resolves, reopens or closes - shown as a line in the conversation, not a message. */
function portalTicketEventText($html) {
$text = trim(html_entity_decode(strip_tags((string) $html), ENT_QUOTES, 'UTF-8'));
return preg_match('/^Ticket (resolved|reopened|closed) by .{1,200}\.$/', $text) ? $text : '';
}
/*
* ---------- billing ----------
*
* Invoices, quotes, recurring invoices, payments and the statement, for
* primary and billing contacts. Every query is keyed to the session's client;
* paying by card is functions/billing_pay.php.
*/
/** Billing pages and handlers: a primary or billing contact, with the accounting module on - anyone else is sent away. */
function portalBillingGate() {
global $config_module_enable_accounting;
enforceContactCan('accounting');
if ($config_module_enable_accounting != 1) {
redirect('/client/index.php');
}
}
/** A badge from a state - label, icon and class (portalInvoiceState(), portalQuoteState()). */
function portalStateBadge(array $state) {
return '<span class="itflow-portal-state ' . $state['class'] . '"><i class="fas fa-fw ' . $state['icon'] . '"></i>' . escapeHtml($state['label']) . '</span>';
}
/**
* Where an invoice stands for the client: invoiceState() (state, balance,
* paid, days) with a label, icon and class - paid, cancelled, overdue, or
* when it is due.
*/
function portalInvoiceState(array $row, $paid) {
$state = invoiceState($row, $paid);
$days = $state['days'];
switch ($state['state']) {
case 'paid':
return $state + ['label' => 'Paid', 'icon' => 'fa-check', 'class' => 'itflow-portal-state-resolved'];
case 'cancelled':
return $state + ['label' => 'Cancelled', 'icon' => 'fa-ban', 'class' => 'itflow-portal-state-closed'];
case 'nonbillable':
return $state + ['label' => 'No charge', 'icon' => 'fa-minus-circle', 'class' => 'itflow-portal-state-closed'];
case 'draft':
return $state + ['label' => 'Draft', 'icon' => 'fa-pencil-alt', 'class' => 'itflow-portal-state-closed'];
case 'overdue':
return $state + ['label' => -$days . ' ' . (-$days === 1 ? 'day' : 'days') . ' overdue', 'icon' => 'fa-exclamation-circle', 'class' => 'itflow-portal-state-late'];
}
if ($days === 0) {
return $state + ['label' => 'Due today', 'icon' => 'fa-clock', 'class' => 'itflow-portal-state-you'];
}
if ($days <= 7) {
return $state + ['label' => "Due in $days " . ($days === 1 ? 'day' : 'days'), 'icon' => 'fa-clock', 'class' => 'itflow-portal-state-you'];
}
return $state + ['label' => 'Due ' . date('M j', strtotime((string) $row['invoice_due'])), 'icon' => 'fa-clock', 'class' => 'itflow-portal-state-new'];
}
/** Where a quote stands for the client - waiting for their answer, run out, accepted or declined - with a label, icon and class. */
function portalQuoteState(array $row) {
$status = (string) $row['quote_status'];
if (in_array($status, ['Accepted', 'Invoiced'], true)) {
return ['key' => 'accepted', 'label' => 'Accepted', 'icon' => 'fa-thumbs-up', 'class' => 'itflow-portal-state-resolved'];
}
if ($status === 'Declined') {
return ['key' => 'declined', 'label' => 'Declined', 'icon' => 'fa-thumbs-down', 'class' => 'itflow-portal-state-closed'];
}
if (quoteExpired($row)) {
return ['key' => 'expired', 'label' => 'Expired', 'icon' => 'fa-hourglass-end', 'class' => 'itflow-portal-state-hold'];
}
return ['key' => 'waiting', 'label' => 'Waiting for you', 'icon' => 'fa-reply', 'class' => 'itflow-portal-state-you'];
}
/** SQL: quotes waiting for the client's answer - sent or viewed, and not run out. */
function portalQuoteWaitingSql() {
return "quote_status IN ('Sent', 'Viewed') AND quote_expire >= CURDATE()";
}
/**
* The contact opened an invoice or quote in the portal - marked viewed, in
* its history and told to the agents (billingGuestViewed()), once each time
* they sign in rather than on every look.
*/
function portalBillingViewed($type, array $row) {
global $contact;
$key = $type . ':' . intval($row[billingType($type)['col'] . '_id']);
if (!empty($_SESSION['portal_viewed'][$key])) {
return;
}
$_SESSION['portal_viewed'][$key] = 1;
billingGuestViewed($type, $row, (string) ($contact['contact_name'] ?? ''));
}
/** The ask-us link for a document - a new ticket with its subject filled in. */
function portalAskUrl($subject) {
return 'ticket_add.php?' . http_build_query(['subject' => $subject]);
}