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 $path_to_root = "../..";
  14
  15 include($path_to_root . "/includes/db_pager.inc");
  16 include_once($path_to_root . "/includes/session.inc");
  17 $js = "";
  18 if ($use_popup_windows)
  19         $js .= get_js_open_window(900, 500);
  20 page(_($help_context = "Customers"), @$_REQUEST['popup'], false, "", $js);
  21
  22 include_once($path_to_root . "/includes/date_functions.inc");
  23 include_once($path_to_root . "/includes/banking.inc");
  24 include_once($path_to_root . "/includes/ui.inc");
  25 include_once($path_to_root . "/includes/ui/contacts_view.inc");
  26
  27 if (isset($_GET['debtor_no']))
  28 {
  29         $_POST['customer_id'] = $_GET['debtor_no'];
  30 }
  31
  32 $selected_id = get_post('customer_id','');
  33 //--------------------------------------------------------------------------------------------
  34
  35 function can_process()
  36 {
  37         if (strlen($_POST['CustName']) == 0)
  38         {
  39                 display_error(_("The customer name cannot be empty."));
  40                 set_focus('CustName');
  41                 return false;
  42         }
  43
  44         if (strlen($_POST['cust_ref']) == 0)
  45         {
  46                 display_error(_("The customer short name cannot be empty."));
  47                 set_focus('cust_ref');
  48                 return false;
  49         }
  50
  51         if (!check_num('credit_limit', 0))
  52         {
  53                 display_error(_("The credit limit must be numeric and not less than zero."));
  54                 set_focus('credit_limit');
  55                 return false;
  56         }
  57
  58         if (!check_num('pymt_discount', 0, 100))
  59         {
  60                 display_error(_("The payment discount must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  61                 set_focus('pymt_discount');
  62                 return false;
  63         }
  64
  65         if (!check_num('discount', 0, 100))
  66         {
  67                 display_error(_("The discount percentage must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  68                 set_focus('discount');
  69                 return false;
  70         }
  71
  72         return true;
  73 }
  74
  75 //--------------------------------------------------------------------------------------------
  76
  77 function handle_submit(&$selected_id)
  78 {
  79         global $path_to_root, $Ajax, $auto_create_branch;
  80
  81         if (!can_process())
  82                 return;
  83
  84         if ($selected_id)
  85         {
  86                 update_customer($_POST['customer_id'], $_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
  87                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
  88                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
  89                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
  90
  91                 update_record_status($_POST['customer_id'], $_POST['inactive'],
  92                         'debtors_master', 'debtor_no');
  93
  94                 $Ajax->activate('customer_id'); // in case of status change
  95                 display_notification(_("Customer has been updated."));
  96         }
  97         else
  98         {       //it is a new customer
  99
 100                 begin_transaction();
 101                 add_customer($_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
 102                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
 103                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
 104                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
 105
 106                 $selected_id = $_POST['customer_id'] = db_insert_id();
 107
 108                 if (isset($auto_create_branch) && $auto_create_branch == 1)
 109                 {
 110                 add_branch($selected_id, $_POST['CustName'], $_POST['cust_ref'],
 111                 $_POST['address'], $_POST['salesman'], $_POST['area'], $_POST['tax_group_id'], '',
 112                 get_company_pref('default_sales_discount_act'), get_company_pref('debtors_act'), get_company_pref('default_prompt_payment_act'),
 113                 get_company_pref('default location'), $_POST['address'], 0, 0, get_company_pref('default_ship_via'), $_POST['notes']);
 114
 115                 $selected_branch = db_insert_id();
 116
 117                         add_crm_person($_POST['CustName'], $_POST['cust_ref'], '', $_POST['address'],
 118                                 $_POST['phone'], $_POST['phone2'], $_POST['fax'], $_POST['email'], '', '');
 119
 120                         add_crm_contact('cust_branch', 'general', $selected_branch, db_insert_id());
 121                 }
 122                 commit_transaction();
 123
 124                 display_notification(_("A new customer has been added."));
 125
 126                 if (isset($auto_create_branch) && $auto_create_branch == 1)
 127                         display_notification(_("A default Branch has been automatically created, please check default Branch values by using link below."));
 128
 129                 $Ajax->activate('_page_body');
 130         }
 131 }
 132 //--------------------------------------------------------------------------------------------
 133
 134 if (isset($_POST['submit']))
 135 {
 136         handle_submit($selected_id);
 137 }
 138 //--------------------------------------------------------------------------------------------
 139
 140 if (isset($_POST['delete']))
 141 {
 142
 143         $cancel_delete = 0;
 144
 145         // PREVENT DELETES IF DEPENDENT RECORDS IN 'debtor_trans'
 146
 147         if (key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no'))
 148         {
 149                 $cancel_delete = 1;
 150                 display_error(_("This customer cannot be deleted because there are transactions that refer to it."));
 151         }
 152         else
 153         {
 154                 if (key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no'))
 155                 {
 156                         $cancel_delete = 1;
 157                         display_error(_("Cannot delete the customer record because orders have been created against it."));
 158                 }
 159                 else
 160                 {
 161                         if (key_in_foreign_table($selected_id, 'cust_branch', 'debtor_no'))
 162                         {
 163                                 $cancel_delete = 1;
 164                                 display_error(_("Cannot delete this customer because there are branch records set up against it."));
 165                                 //echo "<br> There are " . $myrow[0] . " branch records relating to this customer";
 166                         }
 167                 }
 168         }
 169
 170         if ($cancel_delete == 0)
 171         {       //ie not cancelled the delete as a result of above tests
 172
 173                 delete_customer($selected_id);
 174
 175                 display_notification(_("Selected customer has been deleted."));
 176                 unset($_POST['customer_id']);
 177                 $selected_id = '';
 178                 $Ajax->activate('_page_body');
 179         } //end if Delete Customer
 180 }
 181
 182 function customer_settings($selected_id)
 183 {
 184         global $SysPrefs, $path_to_root, $auto_create_branch;
 185
 186         if (!$selected_id)
 187         {
 188                 if (list_updated('customer_id') || !isset($_POST['CustName'])) {
 189                         $_POST['CustName'] = $_POST['cust_ref'] = $_POST['address'] = $_POST['tax_id']  = '';
 190                         $_POST['dimension_id'] = 0;
 191                         $_POST['dimension2_id'] = 0;
 192                         $_POST['sales_type'] = -1;
 193                         $_POST['curr_code']  = get_company_currency();
 194                         $_POST['credit_status']  = -1;
 195                         $_POST['payment_terms']  = $_POST['notes']  = '';
 196
 197                         $_POST['discount']  = $_POST['pymt_discount'] = percent_format(0);
 198                         $_POST['credit_limit']  = price_format($SysPrefs->default_credit_limit());
 199                 }
 200         }
 201         else
 202         {
 203                 $myrow = get_customer($selected_id);
 204
 205                 $_POST['CustName'] = $myrow["name"];
 206                 $_POST['cust_ref'] = $myrow["debtor_ref"];
 207                 $_POST['address']  = $myrow["address"];
 208                 $_POST['tax_id']  = $myrow["tax_id"];
 209                 $_POST['dimension_id']  = $myrow["dimension_id"];
 210                 $_POST['dimension2_id']  = $myrow["dimension2_id"];
 211                 $_POST['sales_type'] = $myrow["sales_type"];
 212                 $_POST['curr_code']  = $myrow["curr_code"];
 213                 $_POST['credit_status']  = $myrow["credit_status"];
 214                 $_POST['payment_terms']  = $myrow["payment_terms"];
 215                 $_POST['discount']  = percent_format($myrow["discount"] * 100);
 216                 $_POST['pymt_discount']  = percent_format($myrow["pymt_discount"] * 100);
 217                 $_POST['credit_limit']  = price_format($myrow["credit_limit"]);
 218                 $_POST['notes']  = $myrow["notes"];
 219                 $_POST['inactive'] = $myrow["inactive"];
 220         }
 221
 222         start_outer_table(TABLESTYLE2);
 223         table_section(1);
 224         table_section_title(_("Name and Address"));
 225
 226         text_row(_("Customer Name:"), 'CustName', $_POST['CustName'], 40, 80);
 227         text_row(_("Customer Short Name:"), 'cust_ref', null, 30, 30);
 228         textarea_row(_("Address:"), 'address', $_POST['address'], 35, 5);
 229
 230         text_row(_("GSTNo:"), 'tax_id', null, 40, 40);
 231
 232
 233         if (!$selected_id || is_new_customer($selected_id))
 234         {
 235                 currencies_list_row(_("Customer's Currency:"), 'curr_code', $_POST['curr_code']);
 236         }
 237         else
 238         {
 239                 label_row(_("Customer's Currency:"), $_POST['curr_code']);
 240                 hidden('curr_code', $_POST['curr_code']);
 241         }
 242         sales_types_list_row(_("Sales Type/Price List:"), 'sales_type', $_POST['sales_type']);
 243
 244         if($selected_id)
 245                 record_status_list_row(_("Customer status:"), 'inactive');
 246         elseif (isset($auto_create_branch) && $auto_create_branch == 1)
 247         {
 248                 table_section_title(_("Branch"));
 249                 text_row(_("Phone:"), 'phone', null, 32, 30);
 250                 text_row(_("Secondary Phone Number:"), 'phone2', null, 32, 30);
 251                 text_row(_("Fax Number:"), 'fax', null, 32, 30);
 252                 email_row(_("E-mail:"), 'email', null, 35, 55);
 253         }
 254         table_section(2);
 255
 256         table_section_title(_("Sales"));
 257
 258         percent_row(_("Discount Percent:"), 'discount', $_POST['discount']);
 259         percent_row(_("Prompt Payment Discount Percent:"), 'pymt_discount', $_POST['pymt_discount']);
 260         amount_row(_("Credit Limit:"), 'credit_limit', $_POST['credit_limit']);
 261
 262         payment_terms_list_row(_("Payment Terms:"), 'payment_terms', $_POST['payment_terms']);
 263         credit_status_list_row(_("Credit Status:"), 'credit_status', $_POST['credit_status']);
 264         $dim = get_company_pref('use_dimension');
 265         if ($dim >= 1)
 266                 dimensions_list_row(_("Dimension")." 1:", 'dimension_id', $_POST['dimension_id'], true, " ", false, 1);
 267         if ($dim > 1)
 268                 dimensions_list_row(_("Dimension")." 2:", 'dimension2_id', $_POST['dimension2_id'], true, " ", false, 2);
 269         if ($dim < 1)
 270                 hidden('dimension_id', 0);
 271         if ($dim < 2)
 272                 hidden('dimension2_id', 0);
 273
 274         if ($selected_id)  {
 275                 start_row();
 276                 echo '<td class="label">'._('Customer branches').':</td>';
 277                 hyperlink_params_td($path_to_root . "/sales/manage/customer_branches.php",
 278                         '<b>'. (@$_REQUEST['popup'] ?  _("Select or &Add") : _("&Add or Edit ")).'</b>',
 279                         "debtor_no=".$selected_id.(@$_REQUEST['popup'] ? '&popup=1':''));
 280                 end_row();
 281         }
 282
 283         textarea_row(_("General Notes:"), 'notes', null, 35, 5);
 284         if (!$selected_id && isset($auto_create_branch) && $auto_create_branch == 1)
 285         {
 286                 table_section_title(_("Branch"));
 287                 sales_persons_list_row( _("Sales Person:"), 'salesman', null);
 288                 sales_areas_list_row( _("Sales Area:"), 'area', null);
 289                 tax_groups_list_row(_("Tax Group:"), 'tax_group_id', null);
 290         }
 291         end_outer_table(1);
 292
 293         div_start('controls');
 294         if (!$selected_id)
 295         {
 296                 submit_center('submit', _("Add New Customer"), true, '', 'default');
 297         }
 298         else
 299         {
 300                 submit_center_first('submit', _("Update Customer"),
 301                   _('Update customer data'), @$_REQUEST['popup'] ? true : 'default');
 302                 submit_return('select', $selected_id, _("Select this customer and return to document entry."));
 303                 submit_center_last('delete', _("Delete Customer"),
 304                   _('Delete customer data if have been never used'), true);
 305         }
 306         div_end();
 307 }
 308
 309 //--------------------------------------------------------------------------------------------
 310
 311 check_db_has_sales_types(_("There are no sales types defined. Please define at least one sales type before adding a customer."));
 312
 313 start_form();
 314
 315 if (db_has_customers())
 316 {
 317         start_table(TABLESTYLE_NOBORDER);
 318         start_row();
 319         customer_list_cells(_("Select a customer: "), 'customer_id', null,
 320                 _('New customer'), true, check_value('show_inactive'));
 321         check_cells(_("Show inactive:"), 'show_inactive', null, true);
 322         end_row();
 323         end_table();
 324
 325         if (get_post('_show_inactive_update')) {
 326                 $Ajax->activate('customer_id');
 327                 set_focus('customer_id');
 328         }
 329 }
 330 else
 331 {
 332         hidden('customer_id');
 333 }
 334
 335 if (!$selected_id)
 336         unset($_POST['_tabs_sel']); // force settings tab for new customer
 337
 338 tabbed_content_start('tabs', array(
 339                 'settings' => array(_('&General settings'), $selected_id),
 340                 'contacts' => array(_('&Contacts'), $selected_id),
 341                 'transactions' => array(_('&Transactions'), $selected_id),
 342                 'orders' => array(_('Sales &Orders'), $selected_id),
 343         ));
 344
 345         switch (get_post('_tabs_sel')) {
 346                 default:
 347                 case 'settings':
 348                         customer_settings($selected_id);
 349                         break;
 350                 case 'contacts':
 351                         $contacts = new contacts('contacts', $selected_id, 'customer');
 352                         $contacts->show();
 353                         break;
 354                 case 'transactions':
 355                         $_GET['customer_id'] = $selected_id;
 356                         $_GET['popup'] = 1;
 357                         include_once($path_to_root."/sales/inquiry/customer_inquiry.php");
 358                         break;
 359                 case 'orders':
 360                         $_GET['customer_id'] = $selected_id;
 361                         $_GET['popup'] = 1;
 362                         include_once($path_to_root."/sales/inquiry/sales_orders_view.php");
 363                         break;
 364         };
 365 br();
 366 tabbed_content_end();
 367
 368 hidden('popup', @$_REQUEST['popup']);
 369 end_form();
 370 end_page();
 371
 372 ?>