clients.php

<?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 tags array
    $sanitizedTags = array_map('intval', $_GET['tags']);
    // Convert the sanitized tags into a comma-separated string
    $tag_filter = implode(",", $sanitizedTags);
    $tag_query = "AND tags.tag_id IN ($tag_filter)";
} else {
    $tag_filter = 0;
    $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 = '';
}

$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_abbreviation 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 '%$q%' OR location_country LIKE '%$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($leads_filter == 0){ echo "Clients"; } else { echo "Leads"; } ?></h3>
            <div class="card-tools">
                <?php if (lookupUserPermission("module_client") >= 2) { ?>
                    <div class="btn-group">
                        <button type="button" class="btn btn-primary" data-toggle="modal" data-target="#addClientModal">
                            <i class="fas fa-plus mr-2"></i>New
                            <?php if ($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 $archived; ?>">
                <div class="row">
                    <div class="col-md-4">
                        <div class="input-group mb-3 mb-sm-0">
                            <input type="search" class="form-control" name="q" value="<?php if (isset($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">
                                <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">
                            <label>Tag</label>
                            <div class="input-group">
                                
                                <select onchange="this.form.submit()" class="form-control select2" name="tags[]" data-placeholder="- Select Tags -" multiple>
                                    <?php 
                                    $sql_tags_filter = mysqli_query($mysqli, "
                                        SELECT tags.tag_id, tags.tag_name
                                        FROM tags 
                                        LEFT JOIN client_tags ON client_tags.tag_id = tags.tag_id
                                        WHERE tag_type = 1
                                        GROUP BY tags.tag_id
                                        HAVING COUNT(client_tags.client_id) > 0 OR tags.tag_id IN ($tag_filter)
                                    ");
                                    while ($row = mysqli_fetch_array($sql_tags_filter)) {
                                        $tag_id = intval($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"; } ?> text-nowrap">
                    <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 {
                            $location_address_display = "<i class='fa fa-fw fa-map-marker-alt text-secondary mr-2'></i>$location_address<br><i class='fa fa-fw mr-2'></i>$location_city $location_state $location_zip<br><i class='fa fa-fw mr-2'></i><small>$location_country</small>";
                        }
                        $contact_id = intval($row['contact_id']);
                        $contact_name = nullable_htmlentities($row['contact_name']);
                        $contact_title = nullable_htmlentities($row['contact_title']);
                        $contact_phone_country_code = nullable_htmlentities($row['contact_phone_country_code']);
                        $contact_phone = nullable_htmlentities(formatPhoneNumber($row['contact_phone'], $contact_phone_country_code));
                        $contact_extension = nullable_htmlentities($row['contact_extension']);
                        $contact_mobile_country_code = nullable_htmlentities($row['contact_mobile_country_code']);
                        $contact_mobile = nullable_htmlentities(formatPhoneNumber($row['contact_mobile'], $contact_mobile_country_code));
                        $contact_email = nullable_htmlentities($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 != 'Draft' AND invoice_status != 'Cancelled' AND invoice_status != 'Non-Billable' ");
                        $row = mysqli_fetch_array($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_invoice_amount) AS recurring_monthly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'month' AND recurring_invoice_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_invoice_amount) AS recurring_yearly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'year' AND recurring_invoice_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="#"
                                            data-toggle="ajax-modal"
                                            data-modal-size="lg"
                                            data-ajax-url="ajax/ajax_contact_details.php?client_id=<?php echo $client_id; ?>"
                                            data-ajax-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="ajax-modal"
                                                data-ajax-url="ajax/ajax_client_edit.php"
                                                data-ajax-id="<?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
                    } ?>

                    </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";