X-Git-Url: https://delta.frontaccounting.com/gitweb/?a=blobdiff_plain;f=sales%2Fmanage%2Fcustomers.php;h=7169596c89deb8485bd69dfe4c84765982164514;hb=a9e7141956ef0a60b58e9a627beee93cd35ed43c;hp=017d1607b7228da79224bc25810e03a83c832a62;hpb=179e8cf33e77512ca94cf8389ea36a253feebba7;p=fa-stable.git diff --git a/sales/manage/customers.php b/sales/manage/customers.php index 017d1607..7169596c 100644 --- a/sales/manage/customers.php +++ b/sales/manage/customers.php @@ -12,18 +12,28 @@ $page_security = 'SA_CUSTOMER'; $path_to_root = "../.."; +include_once($path_to_root . "/includes/db_pager.inc"); include_once($path_to_root . "/includes/session.inc"); -page(_("Customers"), @$_REQUEST['popup']); +$js = ""; +if ($SysPrefs->use_popup_windows) + $js .= get_js_open_window(900, 500); +if (user_use_date_picker()) + $js .= get_js_date_picker(); + +page(_($help_context = "Customers"), @$_REQUEST['popup'], false, "", $js); include_once($path_to_root . "/includes/date_functions.inc"); include_once($path_to_root . "/includes/banking.inc"); include_once($path_to_root . "/includes/ui.inc"); +include_once($path_to_root . "/includes/ui/contacts_view.inc"); +include_once($path_to_root . "/includes/ui/attachment.inc"); if (isset($_GET['debtor_no'])) { $_POST['customer_id'] = $_GET['debtor_no']; } -$new_customer = (!isset($_POST['customer_id']) || $_POST['customer_id'] == ""); + +$selected_id = get_post('customer_id',''); //-------------------------------------------------------------------------------------------- function can_process() @@ -68,34 +78,19 @@ function can_process() //-------------------------------------------------------------------------------------------- -function handle_submit() +function handle_submit(&$selected_id) { - global $path_to_root, $new_customer, $Ajax; + global $path_to_root, $Ajax, $SysPrefs; if (!can_process()) return; - if ($new_customer == false) + if ($selected_id) { - - $sql = "UPDATE ".TB_PREF."debtors_master SET name=" . db_escape($_POST['CustName']) . ", - debtor_ref=" . db_escape($_POST['cust_ref']) . ", - address=".db_escape($_POST['address']) . ", - tax_id=".db_escape($_POST['tax_id']) . ", - curr_code=".db_escape($_POST['curr_code']) . ", - email=".db_escape($_POST['email']) . ", - dimension_id=".db_escape($_POST['dimension_id']) . ", - dimension2_id=".db_escape($_POST['dimension2_id']) . ", - credit_status=".db_escape($_POST['credit_status']) . ", - payment_terms=".db_escape($_POST['payment_terms']) . ", - discount=" . input_num('discount') / 100 . ", - pymt_discount=" . input_num('pymt_discount') / 100 . ", - credit_limit=" . input_num('credit_limit') . ", - sales_type = ".db_escape($_POST['sales_type']) . ", - notes=".db_escape($_POST['notes']) . " - WHERE debtor_no = '". $_POST['customer_id'] . "'"; - - db_query($sql,"The customer could not be updated"); + update_customer($_POST['customer_id'], $_POST['CustName'], $_POST['cust_ref'], $_POST['address'], + $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'], + $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100, + input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']); update_record_status($_POST['customer_id'], $_POST['inactive'], 'debtors_master', 'debtor_no'); @@ -107,25 +102,37 @@ function handle_submit() { //it is a new customer begin_transaction(); - - $sql = "INSERT INTO ".TB_PREF."debtors_master (name, debtor_ref, address, tax_id, email, dimension_id, dimension2_id, - curr_code, credit_status, payment_terms, discount, pymt_discount,credit_limit, - sales_type, notes) VALUES (".db_escape($_POST['CustName']) .", " .db_escape($_POST['cust_ref']) .", " - .db_escape($_POST['address']) . ", " . db_escape($_POST['tax_id']) . "," - .db_escape($_POST['email']) . ", ".db_escape($_POST['dimension_id']) . ", " - .db_escape($_POST['dimension2_id']) . ", ".db_escape($_POST['curr_code']) . ", - " . db_escape($_POST['credit_status']) . ", ".db_escape($_POST['payment_terms']) . ", " . input_num('discount')/100 . ", - " . input_num('pymt_discount')/100 . ", " . input_num('credit_limit') - .", ".db_escape($_POST['sales_type']).", ".db_escape($_POST['notes']) . ")"; - - db_query($sql,"The customer could not be added"); - - $_POST['customer_id'] = db_insert_id(); - $new_customer = false; - commit_transaction(); + add_customer($_POST['CustName'], $_POST['cust_ref'], $_POST['address'], + $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'], + $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100, + input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']); + + $selected_id = $_POST['customer_id'] = db_insert_id(); + + if (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1) + { + add_branch($selected_id, $_POST['CustName'], $_POST['cust_ref'], + $_POST['address'], $_POST['salesman'], $_POST['area'], $_POST['tax_group_id'], '', + get_company_pref('default_sales_discount_act'), get_company_pref('debtors_act'), get_company_pref('default_prompt_payment_act'), + $_POST['location'], $_POST['address'], 0, $_POST['ship_via'], $_POST['notes'], $_POST['bank_account']); + + $selected_branch = db_insert_id(); + + add_crm_person($_POST['cust_ref'], $_POST['CustName'], '', $_POST['address'], + $_POST['phone'], $_POST['phone2'], $_POST['fax'], $_POST['email'], '', ''); + + $pers_id = db_insert_id(); + add_crm_contact('cust_branch', 'general', $selected_branch, $pers_id); + + add_crm_contact('customer', 'general', $selected_id, $pers_id); + } + commit_transaction(); display_notification(_("A new customer has been added.")); + if (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1) + display_notification(_("A default Branch has been automatically created, please check default Branch values by using link below.")); + $Ajax->activate('_page_body'); } } @@ -133,43 +140,32 @@ function handle_submit() if (isset($_POST['submit'])) { - handle_submit(); + handle_submit($selected_id); } //-------------------------------------------------------------------------------------------- if (isset($_POST['delete'])) { - //the link to delete a selected record was clicked instead of the submit button - $cancel_delete = 0; // PREVENT DELETES IF DEPENDENT RECORDS IN 'debtor_trans' - $sel_id = db_escape($_POST['customer_id']); - $sql= "SELECT COUNT(*) FROM ".TB_PREF."debtor_trans WHERE debtor_no=$sel_id"; - $result = db_query($sql,"check failed"); - $myrow = db_fetch_row($result); - if ($myrow[0] > 0) + + if (key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no')) { $cancel_delete = 1; display_error(_("This customer cannot be deleted because there are transactions that refer to it.")); } else { - $sql= "SELECT COUNT(*) FROM ".TB_PREF."sales_orders WHERE debtor_no=$sel_id"; - $result = db_query($sql,"check failed"); - $myrow = db_fetch_row($result); - if ($myrow[0] > 0) + if (key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no')) { $cancel_delete = 1; display_error(_("Cannot delete the customer record because orders have been created against it.")); } else { - $sql = "SELECT COUNT(*) FROM ".TB_PREF."cust_branch WHERE debtor_no=$sel_id"; - $result = db_query($sql,"check failed"); - $myrow = db_fetch_row($result); - if ($myrow[0] > 0) + if (key_in_foreign_table($selected_id, 'cust_branch', 'debtor_no')) { $cancel_delete = 1; display_error(_("Cannot delete this customer because there are branch records set up against it.")); @@ -180,29 +176,164 @@ if (isset($_POST['delete'])) if ($cancel_delete == 0) { //ie not cancelled the delete as a result of above tests - $sql = "DELETE FROM ".TB_PREF."debtors_master WHERE debtor_no=$sel_id"; - db_query($sql,"cannot delete customer"); + + delete_customer($selected_id); display_notification(_("Selected customer has been deleted.")); unset($_POST['customer_id']); - $new_customer = true; + $selected_id = ''; $Ajax->activate('_page_body'); } //end if Delete Customer } +function customer_settings($selected_id) +{ + global $SysPrefs, $path_to_root, $page_nested; + + if (!$selected_id) + { + if (list_updated('customer_id') || !isset($_POST['CustName'])) { + $_POST['CustName'] = $_POST['cust_ref'] = $_POST['address'] = $_POST['tax_id'] = ''; + $_POST['dimension_id'] = 0; + $_POST['dimension2_id'] = 0; + $_POST['sales_type'] = -1; + $_POST['curr_code'] = get_company_currency(); + $_POST['credit_status'] = -1; + $_POST['payment_terms'] = $_POST['notes'] = ''; + + $_POST['discount'] = $_POST['pymt_discount'] = percent_format(0); + $_POST['credit_limit'] = price_format($SysPrefs->default_credit_limit()); + } + } + else + { + $myrow = get_customer($selected_id); + + $_POST['CustName'] = $myrow["name"]; + $_POST['cust_ref'] = $myrow["debtor_ref"]; + $_POST['address'] = $myrow["address"]; + $_POST['tax_id'] = $myrow["tax_id"]; + $_POST['dimension_id'] = $myrow["dimension_id"]; + $_POST['dimension2_id'] = $myrow["dimension2_id"]; + $_POST['sales_type'] = $myrow["sales_type"]; + $_POST['curr_code'] = $myrow["curr_code"]; + $_POST['credit_status'] = $myrow["credit_status"]; + $_POST['payment_terms'] = $myrow["payment_terms"]; + $_POST['discount'] = percent_format($myrow["discount"] * 100); + $_POST['pymt_discount'] = percent_format($myrow["pymt_discount"] * 100); + $_POST['credit_limit'] = price_format($myrow["credit_limit"]); + $_POST['notes'] = $myrow["notes"]; + $_POST['inactive'] = $myrow["inactive"]; + } + + start_outer_table(TABLESTYLE2); + table_section(1); + table_section_title(_("Name and Address")); + + text_row(_("Customer Name:"), 'CustName', $_POST['CustName'], 40, 80); + text_row(_("Customer Short Name:"), 'cust_ref', null, 30, 30); + textarea_row(_("Address:"), 'address', $_POST['address'], 35, 5); + + text_row(_("GSTNo:"), 'tax_id', null, 40, 40); + + + if (!$selected_id || is_new_customer($selected_id) || (!key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no') && + !key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no'))) + { + currencies_list_row(_("Customer's Currency:"), 'curr_code', $_POST['curr_code']); + } + else + { + label_row(_("Customer's Currency:"), $_POST['curr_code']); + hidden('curr_code', $_POST['curr_code']); + } + sales_types_list_row(_("Sales Type/Price List:"), 'sales_type', $_POST['sales_type']); + + if($selected_id) + record_status_list_row(_("Customer status:"), 'inactive'); + elseif (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1) + { + table_section_title(_("Branch")); + text_row(_("Phone:"), 'phone', null, 32, 30); + text_row(_("Secondary Phone Number:"), 'phone2', null, 32, 30); + text_row(_("Fax Number:"), 'fax', null, 32, 30); + email_row(_("E-mail:"), 'email', null, 35, 55); + text_row(_("Bank Account Number:"), 'bank_account', null, 30, 60); + sales_persons_list_row( _("Sales Person:"), 'salesman', null); + } + table_section(2); + + table_section_title(_("Sales")); + + percent_row(_("Discount Percent:"), 'discount', $_POST['discount']); + percent_row(_("Prompt Payment Discount Percent:"), 'pymt_discount', $_POST['pymt_discount']); + amount_row(_("Credit Limit:"), 'credit_limit', $_POST['credit_limit']); + + payment_terms_list_row(_("Payment Terms:"), 'payment_terms', $_POST['payment_terms']); + credit_status_list_row(_("Credit Status:"), 'credit_status', $_POST['credit_status']); + $dim = get_company_pref('use_dimension'); + if ($dim >= 1) + dimensions_list_row(_("Dimension")." 1:", 'dimension_id', $_POST['dimension_id'], true, " ", false, 1); + if ($dim > 1) + dimensions_list_row(_("Dimension")." 2:", 'dimension2_id', $_POST['dimension2_id'], true, " ", false, 2); + if ($dim < 1) + hidden('dimension_id', 0); + if ($dim < 2) + hidden('dimension2_id', 0); + + if ($selected_id) { + start_row(); + echo ''._('Customer branches').':'; + hyperlink_params_td($path_to_root . "/sales/manage/customer_branches.php", + ''. ($page_nested ? _("Select or &Add") : _("&Add or Edit ")).'', + "debtor_no=".$selected_id.($page_nested ? '&popup=1':'')); + end_row(); + } + + textarea_row(_("General Notes:"), 'notes', null, 35, 5); + if (!$selected_id && isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1) + { + table_section_title(_("Branch")); + locations_list_row(_("Default Inventory Location:"), 'location'); + shippers_list_row(_("Default Shipping Company:"), 'ship_via'); + sales_areas_list_row( _("Sales Area:"), 'area', null); + tax_groups_list_row(_("Tax Group:"), 'tax_group_id', null); + } + end_outer_table(1); + + div_start('controls'); + if (@$_REQUEST['popup']) hidden('popup', 1); + if (!$selected_id) + { + submit_center('submit', _("Add New Customer"), true, '', false); + } + else + { + submit_center_first('submit', _("Update Customer"), + _('Update customer data'), $page_nested ? true : false); + submit_return('select', $selected_id, _("Select this customer and return to document entry.")); + submit_center_last('delete', _("Delete Customer"), + _('Delete customer data if have been never used'), true); + } + div_end(); +} + +//-------------------------------------------------------------------------------------------- + check_db_has_sales_types(_("There are no sales types defined. Please define at least one sales type before adding a customer.")); -start_form(); +start_form(true); if (db_has_customers()) { - start_table("class = 'tablestyle_noborder'"); + start_table(TABLESTYLE_NOBORDER); start_row(); customer_list_cells(_("Select a customer: "), 'customer_id', null, _('New customer'), true, check_value('show_inactive')); check_cells(_("Show inactive:"), 'show_inactive', null, true); end_row(); end_table(); + if (get_post('_show_inactive_update')) { $Ajax->activate('customer_id'); set_focus('customer_id'); @@ -213,120 +344,44 @@ else hidden('customer_id'); } -if ($new_customer) -{ - $_POST['CustName'] = $_POST['cust_ref'] = $_POST['address'] = $_POST['tax_id'] = ''; - $_POST['dimension_id'] = 0; - $_POST['dimension2_id'] = 0; - $_POST['sales_type'] = -1; - $_POST['email'] = ''; - $_POST['curr_code'] = get_company_currency(); - $_POST['credit_status'] = -1; - $_POST['payment_terms'] = $_POST['notes'] = ''; - - $_POST['discount'] = $_POST['pymt_discount'] = percent_format(0); - $_POST['credit_limit'] = price_format($SysPrefs->default_credit_limit()); - $_POST['inactive'] = 0; -} -else -{ - - $sql = "SELECT * FROM ".TB_PREF."debtors_master WHERE debtor_no = ".db_escape($_POST['customer_id']); - $result = db_query($sql,"check failed"); - - $myrow = db_fetch($result); - - $_POST['CustName'] = $myrow["name"]; - $_POST['cust_ref'] = $myrow["debtor_ref"]; - $_POST['address'] = $myrow["address"]; - $_POST['tax_id'] = $myrow["tax_id"]; - $_POST['email'] = $myrow["email"]; - $_POST['dimension_id'] = $myrow["dimension_id"]; - $_POST['dimension2_id'] = $myrow["dimension2_id"]; - $_POST['sales_type'] = $myrow["sales_type"]; - $_POST['curr_code'] = $myrow["curr_code"]; - $_POST['credit_status'] = $myrow["credit_status"]; - $_POST['payment_terms'] = $myrow["payment_terms"]; - $_POST['discount'] = percent_format($myrow["discount"] * 100); - $_POST['pymt_discount'] = percent_format($myrow["pymt_discount"] * 100); - $_POST['credit_limit'] = price_format($myrow["credit_limit"]); - $_POST['notes'] = $myrow["notes"]; - $_POST['inactive'] = $myrow["inactive"]; -} - -start_outer_table($table_style2, 5); -table_section(1); -table_section_title(_("Name and Address")); - -text_row(_("Customer Name:"), 'CustName', $_POST['CustName'], 40, 80); -text_row(_("Customer Short Name:"), 'cust_ref', null, 30, 30); -textarea_row(_("Address:"), 'address', $_POST['address'], 35, 5); - -email_row(_("E-mail:"), 'email', null, 40, 40); -text_row(_("GSTNo:"), 'tax_id', null, 40, 40); - - -if ($new_customer) -{ - currencies_list_row(_("Customer's Currency:"), 'curr_code', $_POST['curr_code']); -} -else -{ - label_row(_("Customer's Currency:"), $_POST['curr_code']); - hidden('curr_code', $_POST['curr_code']); -} -sales_types_list_row(_("Sales Type/Price List:"), 'sales_type', $_POST['sales_type']); - -table_section(2); - -table_section_title(_("Sales")); - -percent_row(_("Discount Percent:"), 'discount', $_POST['discount']); -percent_row(_("Prompt Payment Discount Percent:"), 'pymt_discount', $_POST['pymt_discount']); -amount_row(_("Credit Limit:"), 'credit_limit', $_POST['credit_limit']); - -payment_terms_list_row(_("Payment Terms:"), 'payment_terms', $_POST['payment_terms']); -credit_status_list_row(_("Credit Status:"), 'credit_status', $_POST['credit_status']); -$dim = get_company_pref('use_dimension'); -if ($dim >= 1) - dimensions_list_row(_("Dimension")." 1:", 'dimension_id', $_POST['dimension_id'], true, " ", false, 1); -if ($dim > 1) - dimensions_list_row(_("Dimension")." 2:", 'dimension2_id', $_POST['dimension2_id'], true, " ", false, 2); -if ($dim < 1) - hidden('dimension_id', 0); -if ($dim < 2) - hidden('dimension2_id', 0); - -if (!$new_customer) { - start_row(); - echo ''._('Customer branches').':'; - hyperlink_params_td($path_to_root . "/sales/manage/customer_branches.php", - ''. (@$_REQUEST['popup'] ? _("Select or &Add") : _("&Add or Edit ")).'', - "debtor_no=".$_POST['customer_id'].(@$_REQUEST['popup'] ? '&popup=1':'')); - end_row(); - -} - -textarea_row(_("General Notes:"), 'notes', null, 35, 5); -record_status_list_row(_("Customer status:"), 'inactive'); -end_outer_table(1); +//if (!$selected_id || list_updated('customer_id')) +if (!$selected_id) + unset($_POST['_tabs_sel']); // force settings tab for new customer + +tabbed_content_start('tabs', array( + 'settings' => array(_('&General settings'), $selected_id), + 'contacts' => array(_('&Contacts'), $selected_id), + 'transactions' => array(_('&Transactions'), (user_check_access('SA_SALESTRANSVIEW') ? $selected_id : null)), + 'orders' => array(_('Sales &Orders'), (user_check_access('SA_SALESTRANSVIEW') ? $selected_id : null)), + 'attachments' => array(_('Attachments'), (user_check_access('SA_ATTACHDOCUMENT') ? $selected_id : null)), + )); + + switch (get_post('_tabs_sel')) { + default: + case 'settings': + customer_settings($selected_id); + break; + case 'contacts': + $contacts = new contacts('contacts', $selected_id, 'customer'); + $contacts->show(); + break; + case 'transactions': + $_GET['customer_id'] = $selected_id; + include_once($path_to_root."/sales/inquiry/customer_inquiry.php"); + break; + case 'orders': + $_GET['customer_id'] = $selected_id; + include_once($path_to_root."/sales/inquiry/sales_orders_view.php"); + break; + case 'attachments': + $_GET['trans_no'] = $selected_id; + $_GET['type_no']= ST_CUSTOMER; + $attachments = new attachments('attachment', $selected_id, 'customers'); + $attachments->show(); + }; +br(); +tabbed_content_end(); -div_start('controls'); -if ($new_customer) -{ - submit_center('submit', _("Add New Customer"), true, '', 'default'); -} -else -{ - submit_center_first('submit', _("Update Customer"), - _('Update customer data'), @$_REQUEST['popup'] ? true : 'default'); - submit_return('select', get_post('customer_id'), _("Select this customer and return to document entry.")); - submit_center_last('delete', _("Delete Customer"), - _('Delete customer data if have been never used'), true); -} -div_end(); -hidden('popup', @$_REQUEST['popup']); end_form(); -end_page(); +end_page(@$_REQUEST['popup']); -?>