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