sales/manage/customers.php

   1 <?php
   2 /**********************************************************************
   3     Copyright (C) FrontAccounting, LLC.
   4         Released under the terms of the GNU General Public License, GPL,
   5         as published by the Free Software Foundation, either version 3
   6         of the License, or (at your option) any later version.
   7     This program is distributed in the hope that it will be useful,
   8     but WITHOUT ANY WARRANTY; without even the implied warranty of
   9     MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.
  10     See the License here <http://www.gnu.org/licenses/gpl-3.0.html>.
  11 ***********************************************************************/
  12 $page_security = 'SA_CUSTOMER';
  13 $path_to_root = "../..";
  14
  15 include_once($path_to_root . "/includes/session.inc");
  16 page(_($help_context = "Customers"), @$_REQUEST['popup']);
  17
  18 include_once($path_to_root . "/includes/date_functions.inc");
  19 include_once($path_to_root . "/includes/banking.inc");
  20 include_once($path_to_root . "/includes/ui.inc");
  21 include_once($path_to_root . "/includes/ui/contacts_view.inc");
  22
  23 if (isset($_GET['debtor_no']))
  24 {
  25         $_POST['customer_id'] = $_GET['debtor_no'];
  26 }
  27
  28 $selected_id = get_post('customer_id','');
  29 //--------------------------------------------------------------------------------------------
  30
  31 function can_process()
  32 {
  33         if (strlen($_POST['CustName']) == 0)
  34         {
  35                 display_error(_("The customer name cannot be empty."));
  36                 set_focus('CustName');
  37                 return false;
  38         }
  39
  40         if (strlen($_POST['cust_ref']) == 0)
  41         {
  42                 display_error(_("The customer short name cannot be empty."));
  43                 set_focus('cust_ref');
  44                 return false;
  45         }
  46
  47         if (!check_num('credit_limit', 0))
  48         {
  49                 display_error(_("The credit limit must be numeric and not less than zero."));
  50                 set_focus('credit_limit');
  51                 return false;
  52         }
  53
  54         if (!check_num('pymt_discount', 0, 100))
  55         {
  56                 display_error(_("The payment discount must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  57                 set_focus('pymt_discount');
  58                 return false;
  59         }
  60
  61         if (!check_num('discount', 0, 100))
  62         {
  63                 display_error(_("The discount percentage must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  64                 set_focus('discount');
  65                 return false;
  66         }
  67
  68         return true;
  69 }
  70
  71 //--------------------------------------------------------------------------------------------
  72
  73 function handle_submit(&$selected_id)
  74 {
  75         global $path_to_root, $Ajax;
  76
  77         if (!can_process())
  78                 return;
  79
  80         if ($selected_id)
  81         {
  82                 update_customer($_POST['customer_id'], $_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
  83                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
  84                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
  85                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
  86
  87                 update_record_status($_POST['customer_id'], $_POST['inactive'],
  88                         'debtors_master', 'debtor_no');
  89
  90                 $Ajax->activate('customer_id'); // in case of status change
  91                 display_notification(_("Customer has been updated."));
  92         }
  93         else
  94         {       //it is a new customer
  95
  96                 begin_transaction();
  97                 add_customer($_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
  98                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
  99                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
 100                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
 101
 102                 $selected_id = $_POST['customer_id'] = db_insert_id();
 103
 104         add_branch($selected_id, $_POST['CustName'], $_POST['cust_ref'],
 105                 $_POST['address'], $_POST['salesman'], $_POST['area'], $_POST['tax_group_id'], '',
 106                 get_company_pref('default_sales_discount_act'), get_company_pref('debtors_act'), get_company_pref('default_prompt_payment_act'),
 107                 $_POST['default_location'], $_POST['address'], 0, $_POST['group_no'],$_POST['default_ship_via'], $_POST['notes']);
 108
 109                 commit_transaction();
 110
 111                 display_notification(_("A new customer has been added."));
 112                 $Ajax->activate('_page_body');
 113         }
 114 }
 115 //--------------------------------------------------------------------------------------------
 116
 117 if (isset($_POST['submit']))
 118 {
 119         handle_submit($selected_id);
 120 }
 121 //--------------------------------------------------------------------------------------------
 122
 123 if (isset($_POST['delete']))
 124 {
 125
 126         $cancel_delete = 0;
 127
 128         // PREVENT DELETES IF DEPENDENT RECORDS IN 'debtor_trans'
 129
 130         if (key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no'))
 131         {
 132                 $cancel_delete = 1;
 133                 display_error(_("This customer cannot be deleted because there are transactions that refer to it."));
 134         }
 135         else
 136         {
 137                 if (key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no'))
 138                 {
 139                         $cancel_delete = 1;
 140                         display_error(_("Cannot delete the customer record because orders have been created against it."));
 141                 }
 142                 else
 143                 {
 144                         if (key_in_foreign_table($selected_id, 'cust_branch', 'debtor_no'))
 145                         {
 146                                 $cancel_delete = 1;
 147                                 display_error(_("Cannot delete this customer because there are branch records set up against it."));
 148                                 //echo "<br> There are " . $myrow[0] . " branch records relating to this customer";
 149                         }
 150                 }
 151         }
 152
 153         if ($cancel_delete == 0)
 154         {       //ie not cancelled the delete as a result of above tests
 155
 156                 delete_customer($selected_id);
 157
 158                 display_notification(_("Selected customer has been deleted."));
 159                 unset($_POST['customer_id']);
 160                 $selected_id = '';
 161                 $Ajax->activate('_page_body');
 162         } //end if Delete Customer
 163 }
 164
 165 function customer_settings($selected_id)
 166 {
 167         global $SysPrefs, $path_to_root;
 168
 169         if (!$selected_id)
 170         {
 171                 if (list_updated('customer_id') || !isset($_POST['CustName'])) {
 172                         $_POST['CustName'] = $_POST['cust_ref'] = $_POST['address'] = $_POST['tax_id']  = '';
 173                         $_POST['dimension_id'] = 0;
 174                         $_POST['dimension2_id'] = 0;
 175                         $_POST['sales_type'] = -1;
 176                         $_POST['curr_code']  = get_company_currency();
 177                         $_POST['credit_status']  = -1;
 178                         $_POST['payment_terms']  = $_POST['notes']  = '';
 179
 180                         $_POST['discount']  = $_POST['pymt_discount'] = percent_format(0);
 181                         $_POST['credit_limit']  = price_format($SysPrefs->default_credit_limit());
 182                 }
 183         }
 184         else
 185         {
 186                 $myrow = get_customer($selected_id);
 187
 188                 $_POST['CustName'] = $myrow["name"];
 189                 $_POST['cust_ref'] = $myrow["debtor_ref"];
 190                 $_POST['address']  = $myrow["address"];
 191                 $_POST['tax_id']  = $myrow["tax_id"];
 192                 $_POST['dimension_id']  = $myrow["dimension_id"];
 193                 $_POST['dimension2_id']  = $myrow["dimension2_id"];
 194                 $_POST['sales_type'] = $myrow["sales_type"];
 195                 $_POST['curr_code']  = $myrow["curr_code"];
 196                 $_POST['credit_status']  = $myrow["credit_status"];
 197                 $_POST['payment_terms']  = $myrow["payment_terms"];
 198                 $_POST['discount']  = percent_format($myrow["discount"] * 100);
 199                 $_POST['pymt_discount']  = percent_format($myrow["pymt_discount"] * 100);
 200                 $_POST['credit_limit']  = price_format($myrow["credit_limit"]);
 201                 $_POST['notes']  = $myrow["notes"];
 202                 $_POST['inactive'] = $myrow["inactive"];
 203         }
 204
 205         start_outer_table(TABLESTYLE2);
 206         table_section(1);
 207         table_section_title(_("Name and Address"));
 208
 209         text_row(_("Customer Name:"), 'CustName', $_POST['CustName'], 40, 80);
 210         text_row(_("Customer Short Name:"), 'cust_ref', null, 30, 30);
 211         textarea_row(_("Address:"), 'address', $_POST['address'], 35, 5);
 212
 213         text_row(_("GSTNo:"), 'tax_id', null, 40, 40);
 214
 215
 216         if (!$selected_id || is_new_customer($selected_id))
 217         {
 218                 currencies_list_row(_("Customer's Currency:"), 'curr_code', $_POST['curr_code']);
 219         }
 220         else
 221         {
 222                 label_row(_("Customer's Currency:"), $_POST['curr_code']);
 223                 hidden('curr_code', $_POST['curr_code']);
 224         }
 225         sales_types_list_row(_("Sales Type/Price List:"), 'sales_type', $_POST['sales_type']);
 226
 227         if($selected_id)
 228                 record_status_list_row(_("Customer status:"), 'inactive');
 229         else
 230         {
 231                 table_section_title(_("Branch"));
 232                 locations_list_row(_("Default Inventory Location:"), 'default_location', null);
 233                 shippers_list_row(_("Default Shipping Company:"), 'default_ship_via', null);
 234                 tax_groups_list_row(_("Tax Group:"), 'tax_group_id', null);
 235         }
 236         table_section(2);
 237
 238         table_section_title(_("Sales"));
 239
 240         percent_row(_("Discount Percent:"), 'discount', $_POST['discount']);
 241         percent_row(_("Prompt Payment Discount Percent:"), 'pymt_discount', $_POST['pymt_discount']);
 242         amount_row(_("Credit Limit:"), 'credit_limit', $_POST['credit_limit']);
 243
 244         payment_terms_list_row(_("Payment Terms:"), 'payment_terms', $_POST['payment_terms']);
 245         credit_status_list_row(_("Credit Status:"), 'credit_status', $_POST['credit_status']);
 246         $dim = get_company_pref('use_dimension');
 247         if ($dim >= 1)
 248                 dimensions_list_row(_("Dimension")." 1:", 'dimension_id', $_POST['dimension_id'], true, " ", false, 1);
 249         if ($dim > 1)
 250                 dimensions_list_row(_("Dimension")." 2:", 'dimension2_id', $_POST['dimension2_id'], true, " ", false, 2);
 251         if ($dim < 1)
 252                 hidden('dimension_id', 0);
 253         if ($dim < 2)
 254                 hidden('dimension2_id', 0);
 255
 256         if ($selected_id)  {
 257                 start_row();
 258                 echo '<td class="label">'._('Customer branches').':</td>';
 259                 hyperlink_params_td($path_to_root . "/sales/manage/customer_branches.php",
 260                         '<b>'. (@$_REQUEST['popup'] ?  _("Select or &Add") : _("&Add or Edit ")).'</b>',
 261                         "debtor_no=".$selected_id.(@$_REQUEST['popup'] ? '&popup=1':''));
 262                 end_row();
 263         }
 264
 265         textarea_row(_("General Notes:"), 'notes', null, 35, 5);
 266         if (!$selected_id)
 267         {
 268                 table_section_title(_("Branch"));
 269                 sales_persons_list_row( _("Sales Person:"), 'salesman', null);
 270                 sales_areas_list_row( _("Sales Area:"), 'area', null);
 271                 sales_groups_list_row(_("Sales Group:"), 'group_no', null, true);
 272         }
 273         end_outer_table(1);
 274
 275         div_start('controls');
 276         if (!$selected_id)
 277         {
 278                 submit_center('submit', _("Add New Customer"), true, '', 'default');
 279         }
 280         else
 281         {
 282                 submit_center_first('submit', _("Update Customer"),
 283                   _('Update customer data'), @$_REQUEST['popup'] ? true : 'default');
 284                 submit_return('select', $selected_id, _("Select this customer and return to document entry."));
 285                 submit_center_last('delete', _("Delete Customer"),
 286                   _('Delete customer data if have been never used'), true);
 287         }
 288         div_end();
 289 }
 290
 291 //--------------------------------------------------------------------------------------------
 292
 293 check_db_has_sales_types(_("There are no sales types defined. Please define at least one sales type before adding a customer."));
 294
 295 start_form();
 296
 297 if (db_has_customers())
 298 {
 299         start_table(TABLESTYLE_NOBORDER);
 300         start_row();
 301         customer_list_cells(_("Select a customer: "), 'customer_id', null,
 302                 _('New customer'), true, check_value('show_inactive'));
 303         check_cells(_("Show inactive:"), 'show_inactive', null, true);
 304         end_row();
 305         end_table();
 306
 307         if (get_post('_show_inactive_update')) {
 308                 $Ajax->activate('customer_id');
 309                 set_focus('customer_id');
 310         }
 311 }
 312 else
 313 {
 314         hidden('customer_id');
 315 }
 316
 317 if (!$selected_id)
 318         unset($_POST['_tabs_sel']); // force settings tab for new customer
 319
 320 tabbed_content_start('tabs', array(
 321                 'settings' => array(_('&General settings'), $selected_id),
 322                 'contacts' => array(_('&Contacts'), $selected_id),
 323         ));
 324
 325         switch (get_post('_tabs_sel')) {
 326                 default:
 327                 case 'settings':
 328                         customer_settings($selected_id);
 329                         break;
 330                 case 'contacts':
 331                         $contacts = new contacts('contacts', $selected_id, 'customer');
 332                         $contacts->show();
 333                         break;
 334                 case 'orders':
 335         };
 336 br();
 337 tabbed_content_end();
 338
 339 hidden('popup', @$_REQUEST['popup']);
 340 end_form();
 341 end_page();
 342
 343 ?>