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clients.php
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<?php
// Default Column Sortby/Order Filter
$sort = "client_accessed_at";
$order = "DESC";
require_once "includes/inc_all.php";
// Perms
enforceUserPermission('module_client');
// Leads Filter
if (isset($_GET['leads']) && $_GET['leads'] == 1) {
$leads_filter = 1;
$leads_query = "AND client_lead = 1";
} else {
$leads_filter = 0;
$leads_query = "AND client_lead = 0";
}
// Tags Filter
if (isset($_GET['tags']) && is_array($_GET['tags']) && !empty($_GET['tags'])) {
// Sanitize each element of the status array
$sanitizedTags = array();
foreach ($_GET['tags'] as $tag) {
// Escape each status to prevent SQL injection
$sanitizedTags[] = "'" . intval($tag) . "'";
}
// Convert the sanitized tags into a comma-separated string
$sanitizedTagsString = implode(",", $sanitizedTags);
$tag_query = "AND tags.tag_id IN ($sanitizedTagsString)";
} else {
$tag_query = '';
}
// Industry Filter
if (isset($_GET['industry']) & !empty($_GET['industry'])) {
$industry_query = "AND (clients.client_type = '" . sanitizeInput($_GET['industry']) . "')";
$industry_filter = nullable_htmlentities($_GET['industry']);
} else {
// Default - any
$industry_query = '';
$industry_filter = '';
}
// Referral Filter
if (isset($_GET['referral']) & !empty($_GET['referral'])) {
$referral_query = "AND (clients.client_referral = '" . sanitizeInput($_GET['referral']) . "')";
$referral_filter = nullable_htmlentities($_GET['referral']);
} else {
// Default - any
$referral_query = '';
$referral_filter = '';
}
//Rebuild URL
$url_query_strings_sort = http_build_query($get_copy);
$sql = mysqli_query(
$mysqli,
"
SELECT SQL_CALC_FOUND_ROWS clients.*, contacts.*, locations.*, GROUP_CONCAT(tag_name)
FROM clients
LEFT JOIN contacts ON clients.client_id = contacts.contact_client_id AND contact_primary = 1
LEFT JOIN locations ON clients.client_id = locations.location_client_id AND location_primary = 1
LEFT JOIN client_tags ON client_tags.client_id = clients.client_id
LEFT JOIN tags ON tags.tag_id = client_tags.tag_id
WHERE (client_name LIKE '%$q%' OR client_type LIKE '%$q%' OR client_referral LIKE '%$q%'
OR contact_email LIKE '%$q%' OR contact_name LIKE '%$q%' OR contact_phone LIKE '%$phone_query%'
OR contact_mobile LIKE '%$phone_query%' OR location_address LIKE '%$q%'
OR location_city LIKE '%$q%' OR location_state LIKE '%$q%' OR location_zip LIKE '%$q%'
OR tag_name LIKE '%$q%' OR client_tax_id_number LIKE '%$q%')
AND client_$archive_query
AND DATE(client_created_at) BETWEEN '$dtf' AND '$dtt'
$leads_query
$access_permission_query
$tag_query
$industry_query
$referral_query
GROUP BY client_id
ORDER BY $sort $order
LIMIT $record_from, $record_to
");
$num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
?>
<div class="card card-dark">
<div class="card-header py-2">
<h3 class="card-title mt-2"><i class="fa fa-fw fa-user-friends mr-2"></i><?php if($leads_filter == 0){ echo "Client"; } else { echo "Lead"; } ?> Management</h3>
<div class="card-tools">
<?php if (lookupUserPermission("module_client") >= 2) { ?>
<div class="btn-group">
<button type="button" class="btn btn-primary" data-toggle="modal" data-target="#addClientModal">
<i class="fas fa-plus mr-2"></i>New
<?php if ($leads_filter == 0) { echo "Client"; } else { echo "Lead"; } ?>
</button>
<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-toggle="dropdown"></button>
<div class="dropdown-menu">
<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#importClientModal">
<i class="fa fa-fw fa-upload mr-2"></i>Import
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-dark" href="#" data-toggle="modal" data-target="#exportClientModal">
<i class="fa fa-fw fa-download mr-2"></i>Export
</a>
</div>
</div>
<?php } ?>
</div>
</div>
<div class="card-body p-2 p-md-3">
<form class="mb-4" autocomplete="off">
<input type="hidden" name="leads" value="<?php echo $leads_filter; ?>">
<input type="hidden" name="archived" value="<?php echo $archived; ?>">
<div class="row">
<div class="col-md-4">
<div class="input-group">
<input type="search" class="form-control" name="q" value="<?php if (isset($q)) { echo stripslashes(nullable_htmlentities($q)); } ?>" placeholder="Search <?php if($leads_filter == 0){ echo "clients"; } else { echo "leads"; } ?>" autofocus>
<div class="input-group-append">
<button class="btn btn-secondary" type="button" data-toggle="collapse" data-target="#advancedFilter"><i class="fas fa-filter"></i></button>
<button class="btn btn-primary"><i class="fa fa-search"></i></button>
</div>
</div>
</div>
<div class="col-md-8">
<div class="btn-toolbar float-right">
<div class="btn-group mr-2">
<a href="?leads=0" class="btn btn-<?php if ($leads_filter == 0){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-user-friends mr-2"></i>Clients</a>
<a href="?leads=1" class="btn btn-<?php if ($leads_filter == 1){ echo "primary"; } else { echo "default"; } ?>"><i class="fa fa-fw fa-bullhorn mr-2"></i>Leads</a>
</div>
<div class="btn-group mr-2">
<a href="?<?php echo $url_query_strings_sort ?>&archived=<?php if($archived == 1){ echo 0; } else { echo 1; } ?>"
class="btn btn-<?php if ($archived == 1) { echo "primary"; } else { echo "default"; } ?>">
<i class="fa fa-fw fa-archive mr-2"></i>Archived
</a>
</div>
</div>
</div>
</div>
<div
class="collapse mt-3
<?php
if (
isset($_GET['dtf'])
|| $industry_filter
|| $referral_filter
|| (isset($_GET['tags']) && is_array($_GET['tags']))
|| $_GET['canned_date'] !== "custom" )
{
echo "show";
}
?>
"
id="advancedFilter"
>
<div class="row">
<div class="col-md-2">
<div class="form-group">
<label>Canned date</label>
<select onchange="this.form.submit()" class="form-control select2" name="canned_date">
<option <?php if ($_GET['canned_date'] == "custom") { echo "selected"; } ?> value="custom">Custom</option>
<option <?php if ($_GET['canned_date'] == "today") { echo "selected"; } ?> value="today">Today</option>
<option <?php if ($_GET['canned_date'] == "yesterday") { echo "selected"; } ?> value="yesterday">Yesterday</option>
<option <?php if ($_GET['canned_date'] == "thisweek") { echo "selected"; } ?> value="thisweek">This Week</option>
<option <?php if ($_GET['canned_date'] == "lastweek") { echo "selected"; } ?> value="lastweek">Last Week</option>
<option <?php if ($_GET['canned_date'] == "thismonth") { echo "selected"; } ?> value="thismonth">This Month</option>
<option <?php if ($_GET['canned_date'] == "lastmonth") { echo "selected"; } ?> value="lastmonth">Last Month</option>
<option <?php if ($_GET['canned_date'] == "thisyear") { echo "selected"; } ?> value="thisyear">This Year</option>
<option <?php if ($_GET['canned_date'] == "lastyear") { echo "selected"; } ?> value="lastyear">Last Year</option>
</select>
</div>
</div>
<div class="col-md-2">
<div class="form-group">
<label>Date from</label>
<input onchange="this.form.submit()" type="date" class="form-control" name="dtf" max="2999-12-31" value="<?php echo nullable_htmlentities($dtf); ?>">
</div>
</div>
<div class="col-md-2">
<div class="form-group">
<label>Date to</label>
<input onchange="this.form.submit()" type="date" class="form-control" name="dtt" max="2999-12-31" value="<?php echo nullable_htmlentities($dtt); ?>">
</div>
</div>
<div class="col-md-2">
<div class="form-group">
<label>Tag</label>
<select onchange="this.form.submit()" class="form-control select2" name="tags[]" data-placeholder="- Select Tags -" multiple>
<?php
$sql_tags = mysqli_query($mysqli, "SELECT * FROM tags WHERE tag_type = 1");
while ($row = mysqli_fetch_array($sql_tags)) {
$tag_id = intval($row['tag_id']);
$tag_name = nullable_htmlentities($row['tag_name']); ?>
<option value="<?php echo $tag_id ?>" <?php if (isset($_GET['tags']) && is_array($_GET['tags']) && in_array($tag_id, $_GET['tags'])) { echo 'selected'; } ?>> <?php echo $tag_name ?> </option>
<?php } ?>
</select>
</div>
</div>
<div class="col-sm-2">
<div class="form-group">
<label>Industry</label>
<select class="form-control select2" name="industry" onchange="this.form.submit()">
<option value="">- All Industries -</option>
<?php
$sql_industries_filter = mysqli_query($mysqli, "SELECT DISTINCT client_type FROM clients WHERE client_archived_at IS NULL AND client_type != '' ORDER BY client_type ASC");
while ($row = mysqli_fetch_array($sql_industries_filter)) {
$industry_name = nullable_htmlentities($row['client_type']);
?>
<option <?php if ($industry_name == $industry_filter) { echo "selected"; } ?>><?php echo $industry_name; ?></option>
<?php
}
?>
</select>
</div>
</div>
<div class="col-sm-2">
<div class="form-group">
<label>Referral</label>
<select class="form-control select2" name="referral" onchange="this.form.submit()">
<option value="">- All Referrals -</option>
<?php
$sql_referrals_filter = mysqli_query($mysqli, "SELECT DISTINCT client_referral FROM clients WHERE client_archived_at IS NULL AND client_referral != '' ORDER BY client_referral ASC");
while ($row = mysqli_fetch_array($sql_referrals_filter)) {
$referral_name = nullable_htmlentities($row['client_referral']);
?>
<option <?php if ($referral_name == $referral_filter) { echo "selected"; } ?>><?php echo $referral_name; ?></option>
<?php
}
?>
</select>
</div>
</div>
</div>
</div>
</form>
<hr>
<div class="table-responsive-sm">
<table class="table table-striped table-hover table-borderless">
<thead class="<?php if ($num_rows[0] == 0) { echo "d-none"; } ?>">
<tr>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=client_name&order=<?php echo $disp; ?>">
Client Name <?php if ($sort == 'client_name') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=location_city&order=<?php echo $disp; ?>">
Primary Location <?php if ($sort == 'location_city') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=contact_name&order=<?php echo $disp; ?>">
Primary Contact
<?php if ($sort == 'contact_name') { echo $order_icon; } ?>
</a>
</th>
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?> <th class="text-right">Billing</th> <?php } ?>
<?php if (lookupUserPermission("module_client") >= 2) { ?> <th class="text-center">Action</th> <?php } ?>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_array($sql)) {
$client_id = intval($row['client_id']);
$client_name = nullable_htmlentities($row['client_name']);
$client_type = nullable_htmlentities($row['client_type']);
$location_id = intval($row['location_id']);
$location_country = nullable_htmlentities($row['location_country']);
$location_address = nullable_htmlentities($row['location_address']);
$location_city = nullable_htmlentities($row['location_city']);
$location_state = nullable_htmlentities($row['location_state']);
$location_zip = nullable_htmlentities($row['location_zip']);
if (empty($location_address) && empty($location_city) && empty($location_state) && empty($location_zip)) {
$location_address_display = "-";
} else {
$location_address_display = "$location_address<br>$location_city $location_state $location_zip";
}
$contact_id = intval($row['contact_id']);
$contact_name = nullable_htmlentities($row['contact_name']);
$contact_title = nullable_htmlentities($row['contact_title']);
$contact_phone = formatPhoneNumber($row['contact_phone']);
$contact_extension = nullable_htmlentities($row['contact_extension']);
$contact_mobile = formatPhoneNumber($row['contact_mobile']);
$contact_email = nullable_htmlentities($row['contact_email']);
$client_website = nullable_htmlentities($row['client_website']);
$client_rate = floatval($row['client_rate']);
$client_currency_code = nullable_htmlentities($row['client_currency_code']);
$client_net_terms = intval($row['client_net_terms']);
$client_tax_id_number = nullable_htmlentities($row['client_tax_id_number']);
$client_referral = nullable_htmlentities($row['client_referral']);
$client_abbreviation = nullable_htmlentities($row['client_abbreviation']);
$client_notes = nullable_htmlentities($row['client_notes']);
$client_created_at = date('Y-m-d', strtotime($row['client_created_at']));
$client_updated_at = nullable_htmlentities($row['client_updated_at']);
$client_archived_at = nullable_htmlentities($row['client_archived_at']);
$client_is_lead = intval($row['client_lead']);
// Abbreviation
if (empty($client_abbreviation)) {
$client_abbreviation = shortenClient($client_name);
}
// Client Tags
$client_tag_name_display_array = array();
$client_tag_id_array = array();
$sql_client_tags = mysqli_query($mysqli, "SELECT * FROM client_tags LEFT JOIN tags ON client_tags.tag_id = tags.tag_id WHERE client_id = $client_id ORDER BY tag_name ASC");
while ($row = mysqli_fetch_array($sql_client_tags)) {
$client_tag_id = intval($row['tag_id']);
$client_tag_name = nullable_htmlentities($row['tag_name']);
$client_tag_color = nullable_htmlentities($row['tag_color']);
if (empty($client_tag_color)) {
$client_tag_color = "dark";
}
$client_tag_icon = nullable_htmlentities($row['tag_icon']);
if (empty($client_tag_icon)) {
$client_tag_icon = "tag";
}
$client_tag_id_array[] = $client_tag_id;
$client_tag_name_display_array[] = "<a href='clients.php?tags[]=$client_tag_id'><span class='badge text-light p-1 mr-1' style='background-color: $client_tag_color;'><i class='fa fa-fw fa-$client_tag_icon mr-2'></i>$client_tag_name</span></a>";
}
$client_tags_display = implode('', $client_tag_name_display_array);
//Add up all the payments for the invoice and get the total amount paid to the invoice
$sql_invoice_amounts = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_amounts FROM invoices WHERE invoice_client_id = $client_id AND invoice_status NOT LIKE 'Draft' AND invoice_status NOT LIKE 'Cancelled' ");
$row = mysqli_fetch_array($sql_invoice_amounts);
$invoice_amounts = floatval($row['invoice_amounts']);
$sql_amount_paid = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS amount_paid FROM payments, invoices WHERE payment_invoice_id = invoice_id AND invoice_client_id = $client_id");
$row = mysqli_fetch_array($sql_amount_paid);
$amount_paid = floatval($row['amount_paid']);
$balance = $invoice_amounts - $amount_paid;
//set Text color on balance
if ($balance > 0) {
$balance_text_color = "text-danger font-weight-bold";
} else {
$balance_text_color = "";
}
//Get Monthly Recurring Total
$sql_recurring_monthly_total = mysqli_query($mysqli, "SELECT SUM(recurring_amount) AS recurring_monthly_total FROM recurring WHERE recurring_status = 1 AND recurring_frequency = 'month' AND recurring_client_id = $client_id");
$row = mysqli_fetch_array($sql_recurring_monthly_total);
$recurring_monthly_total = floatval($row['recurring_monthly_total']);
//Get Yearly Recurring Total
$sql_recurring_yearly_total = mysqli_query($mysqli, "SELECT SUM(recurring_amount) AS recurring_yearly_total FROM recurring WHERE recurring_status = 1 AND recurring_frequency = 'year' AND recurring_client_id = $client_id");
$row = mysqli_fetch_array($sql_recurring_yearly_total);
$recurring_yearly_total = floatval($row['recurring_yearly_total']) / 12;
$recurring_monthly = $recurring_monthly_total + $recurring_yearly_total;
?>
<tr>
<td>
<a data-toggle="tooltip" data-placement="right" title="Client ID: <?php echo $client_id; ?>" class="font-weight-bold" href="client_overview.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?></a>
<?php
if (!empty($client_type)) {
?>
<div class="text-secondary mt-1">
<?php echo $client_type; ?>
</div>
<?php } ?>
<?php
if (!empty($client_tags_display)) { ?>
<div class="mt-1">
<?php echo $client_tags_display; ?>
</div>
<?php } ?>
<div class="mt-1 text-secondary">
<small><strong>Abbreviation: </strong> <?php echo $client_abbreviation; ?></small><br>
<small><strong>Created: </strong> <?php echo $client_created_at; ?></small><br>
</div>
</td>
<td><?php echo $location_address_display; ?></td>
<td>
<?php
if (empty($contact_name) && empty($contact_phone) && empty($contact_mobile) && empty($client_email)) {
echo "-";
}
if (!empty($contact_name)) { ?>
<div class="text-bold">
<i class="fa fa-fw fa-user text-secondary mr-2 mb-2"></i><a href="client_contact_details.php?client_id=<?php echo $client_id ?>&contact_id=<?php echo $contact_id ?>"><?php echo $contact_name; ?></a>
</div>
<?php } else {
echo "-";
}
if (!empty($contact_phone)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-phone text-secondary mr-2 mb-2"></i><?php echo $contact_phone; ?> <?php if (!empty($contact_extension)) { echo "x$contact_extension"; } ?>
</div>
<?php }
if (!empty($contact_mobile)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-mobile-alt text-secondary mr-2"></i><?php echo $contact_mobile; ?>
</div>
<?php }
if (!empty($contact_email)) { ?>
<div class="mt-1">
<i class="fa fa-fw fa-envelope text-secondary mr-2"></i><a href="mailto:<?php echo $contact_email; ?>"><?php echo $contact_email; ?></a><button class='btn btn-sm clipboardjs' data-clipboard-text='<?php echo $contact_email; ?>'><i class='far fa-copy text-secondary'></i></button>
</div>
<?php } ?>
</td>
<!-- Show Billing if perms & if accounting module is enabled -->
<?php if ((lookupUserPermission("module_financial") >= 1) && $config_module_enable_accounting == 1) { ?>
<td class="text-right">
<div class="mt-1">
<span class="text-secondary">Balance</span> <span class="<?php echo $balance_text_color; ?>"><?php echo numfmt_format_currency($currency_format, $balance, $session_company_currency); ?></span>
</div>
<div class="mt-1">
<span class="text-secondary">Paid</span> <?php echo numfmt_format_currency($currency_format, $amount_paid, $session_company_currency); ?>
</div>
<div class="mt-1">
<span class="text-secondary">Monthly</span> <?php echo numfmt_format_currency($currency_format, $recurring_monthly, $session_company_currency); ?>
</div>
<div class="mt-1">
<span class="text-secondary">Hourly Rate</span> <?php echo numfmt_format_currency($currency_format, $client_rate, $session_company_currency); ?>
</div>
</td>
<?php } ?>
<!-- Actions -->
<?php if (lookupUserPermission("module_client") >= 2) { ?>
<td>
<div class="dropdown dropleft text-center">
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-h"></i>
</button>
<div class="dropdown-menu">
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#editClientModal<?php echo $client_id; ?>">
<i class="fas fa-fw fa-edit mr-2"></i>Edit
</a>
<?php if (empty($client_archived_at)) { ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger confirm-link" href="post.php?archive_client=<?php echo $client_id; ?>&csrf_token=<?php echo $_SESSION['csrf_token'] ?>">
<i class="fas fa-fw fa-archive mr-2"></i>Archive
</a>
<?php } ?>
</div>
</div>
</td>
<?php } ?>
</tr>
<?php
require "modals/client_edit_modal.php";
} ?>
</tbody>
</table>
</div>
<?php require_once "includes/filter_footer.php";
?>
</div>
</div>
<?php
require_once "modals/client_add_modal.php";
require_once "modals/client_import_modal.php";
require_once "modals/client_export_modal.php";
require_once "includes/footer.php";