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, $SysPrefs;
  83
  84         if (!can_process())
  85                 return;
  86
  87         if ($selected_id)
  88         {
  89                 update_customer($_POST['customer_id'], $_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
  90                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
  91                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
  92                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
  93
  94                 update_record_status($_POST['customer_id'], $_POST['inactive'],
  95                         'debtors_master', 'debtor_no');
  96
  97                 $Ajax->activate('customer_id'); // in case of status change
  98                 display_notification(_("Customer has been updated."));
  99         }
 100         else
 101         {       //it is a new customer
 102
 103                 begin_transaction();
 104                 add_customer($_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
 105                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
 106                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
 107                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
 108
 109                 $selected_id = $_POST['customer_id'] = db_insert_id();
 110
 111                 if (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1)
 112                 {
 113                 add_branch($selected_id, $_POST['CustName'], $_POST['cust_ref'],
 114                 $_POST['address'], $_POST['salesman'], $_POST['area'], $_POST['tax_group_id'], '',
 115                 get_company_pref('default_sales_discount_act'), get_company_pref('debtors_act'), get_company_pref('default_prompt_payment_act'),
 116                 $_POST['location'], $_POST['address'], 0, $_POST['ship_via'], $_POST['notes'], $_POST['bank_account']);
 117
 118                 $selected_branch = db_insert_id();
 119
 120                         add_crm_person($_POST['cust_ref'], $_POST['CustName'], '', $_POST['address'],
 121                                 $_POST['phone'], $_POST['phone2'], $_POST['fax'], $_POST['email'], '', '');
 122
 123                         $pers_id = db_insert_id();
 124                         add_crm_contact('cust_branch', 'general', $selected_branch, $pers_id);
 125
 126                         add_crm_contact('customer', 'general', $selected_id, $pers_id);
 127                 }
 128                 commit_transaction();
 129
 130                 display_notification(_("A new customer has been added."));
 131
 132                 if (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1)
 133                         display_notification(_("A default Branch has been automatically created, please check default Branch values by using link below."));
 134
 135                 $Ajax->activate('_page_body');
 136         }
 137 }
 138 //--------------------------------------------------------------------------------------------
 139
 140 if (isset($_POST['submit']))
 141 {
 142         handle_submit($selected_id);
 143 }
 144 //--------------------------------------------------------------------------------------------
 145
 146 if (isset($_POST['delete']))
 147 {
 148
 149         $cancel_delete = 0;
 150
 151         // PREVENT DELETES IF DEPENDENT RECORDS IN 'debtor_trans'
 152
 153         if (key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no'))
 154         {
 155                 $cancel_delete = 1;
 156                 display_error(_("This customer cannot be deleted because there are transactions that refer to it."));
 157         }
 158         else
 159         {
 160                 if (key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no'))
 161                 {
 162                         $cancel_delete = 1;
 163                         display_error(_("Cannot delete the customer record because orders have been created against it."));
 164                 }
 165                 else
 166                 {
 167                         if (key_in_foreign_table($selected_id, 'cust_branch', 'debtor_no'))
 168                         {
 169                                 $cancel_delete = 1;
 170                                 display_error(_("Cannot delete this customer because there are branch records set up against it."));
 171                                 //echo "<br> There are " . $myrow[0] . " branch records relating to this customer";
 172                         }
 173                 }
 174         }
 175
 176         if ($cancel_delete == 0)
 177         {       //ie not cancelled the delete as a result of above tests
 178
 179                 delete_customer($selected_id);
 180
 181                 display_notification(_("Selected customer has been deleted."));
 182                 unset($_POST['customer_id']);
 183                 $selected_id = '';
 184                 $Ajax->activate('_page_body');
 185         } //end if Delete Customer
 186 }
 187
 188 function customer_settings($selected_id)
 189 {
 190         global $SysPrefs, $path_to_root, $page_nested;
 191
 192         if (!$selected_id)
 193         {
 194                 if (list_updated('customer_id') || !isset($_POST['CustName'])) {
 195                         $_POST['CustName'] = $_POST['cust_ref'] = $_POST['address'] = $_POST['tax_id']  = '';
 196                         $_POST['dimension_id'] = 0;
 197                         $_POST['dimension2_id'] = 0;
 198                         $_POST['sales_type'] = -1;
 199                         $_POST['curr_code']  = get_company_currency();
 200                         $_POST['credit_status']  = -1;
 201                         $_POST['payment_terms']  = $_POST['notes']  = '';
 202
 203                         $_POST['discount']  = $_POST['pymt_discount'] = percent_format(0);
 204                         $_POST['credit_limit']  = price_format($SysPrefs->default_credit_limit());
 205                 }
 206         }
 207         else
 208         {
 209                 $myrow = get_customer($selected_id);
 210
 211                 $_POST['CustName'] = $myrow["name"];
 212                 $_POST['cust_ref'] = $myrow["debtor_ref"];
 213                 $_POST['address']  = $myrow["address"];
 214                 $_POST['tax_id']  = $myrow["tax_id"];
 215                 $_POST['dimension_id']  = $myrow["dimension_id"];
 216                 $_POST['dimension2_id']  = $myrow["dimension2_id"];
 217                 $_POST['sales_type'] = $myrow["sales_type"];
 218                 $_POST['curr_code']  = $myrow["curr_code"];
 219                 $_POST['credit_status']  = $myrow["credit_status"];
 220                 $_POST['payment_terms']  = $myrow["payment_terms"];
 221                 $_POST['discount']  = percent_format($myrow["discount"] * 100);
 222                 $_POST['pymt_discount']  = percent_format($myrow["pymt_discount"] * 100);
 223                 $_POST['credit_limit']  = price_format($myrow["credit_limit"]);
 224                 $_POST['notes']  = $myrow["notes"];
 225                 $_POST['inactive'] = $myrow["inactive"];
 226         }
 227
 228         start_outer_table(TABLESTYLE2);
 229         table_section(1);
 230         table_section_title(_("Name and Address"));
 231
 232         text_row(_("Customer Name:"), 'CustName', $_POST['CustName'], 40, 80);
 233         text_row(_("Customer Short Name:"), 'cust_ref', null, 30, 30);
 234         textarea_row(_("Address:"), 'address', $_POST['address'], 35, 5);
 235
 236         text_row(_("GSTNo:"), 'tax_id', null, 40, 40);
 237
 238
 239         if (!$selected_id || is_new_customer($selected_id) || (!key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no') &&
 240                 !key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no')))
 241         {
 242                 currencies_list_row(_("Customer's Currency:"), 'curr_code', $_POST['curr_code']);
 243         }
 244         else
 245         {
 246                 label_row(_("Customer's Currency:"), $_POST['curr_code']);
 247                 hidden('curr_code', $_POST['curr_code']);
 248         }
 249         sales_types_list_row(_("Sales Type/Price List:"), 'sales_type', $_POST['sales_type']);
 250
 251         if($selected_id)
 252                 record_status_list_row(_("Customer status:"), 'inactive');
 253         elseif (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1)
 254         {
 255                 table_section_title(_("Branch"));
 256                 text_row(_("Phone:"), 'phone', null, 32, 30);
 257                 text_row(_("Secondary Phone Number:"), 'phone2', null, 32, 30);
 258                 text_row(_("Fax Number:"), 'fax', null, 32, 30);
 259                 email_row(_("E-mail:"), 'email', null, 35, 55);
 260                 text_row(_("Bank Account Number:"), 'bank_account', null, 30, 60);
 261                 sales_persons_list_row( _("Sales Person:"), 'salesman', null);
 262         }
 263         table_section(2);
 264
 265         table_section_title(_("Sales"));
 266
 267         percent_row(_("Discount Percent:"), 'discount', $_POST['discount']);
 268         percent_row(_("Prompt Payment Discount Percent:"), 'pymt_discount', $_POST['pymt_discount']);
 269         amount_row(_("Credit Limit:"), 'credit_limit', $_POST['credit_limit']);
 270
 271         payment_terms_list_row(_("Payment Terms:"), 'payment_terms', $_POST['payment_terms']);
 272         credit_status_list_row(_("Credit Status:"), 'credit_status', $_POST['credit_status']);
 273         $dim = get_company_pref('use_dimension');
 274         if ($dim >= 1)
 275                 dimensions_list_row(_("Dimension")." 1:", 'dimension_id', $_POST['dimension_id'], true, " ", false, 1);
 276         if ($dim > 1)
 277                 dimensions_list_row(_("Dimension")." 2:", 'dimension2_id', $_POST['dimension2_id'], true, " ", false, 2);
 278         if ($dim < 1)
 279                 hidden('dimension_id', 0);
 280         if ($dim < 2)
 281                 hidden('dimension2_id', 0);
 282
 283         if ($selected_id)  {
 284                 start_row();
 285                 echo '<td class="label">'._('Customer branches').':</td>';
 286                 hyperlink_params_td($path_to_root . "/sales/manage/customer_branches.php",
 287                         '<b>'. ($page_nested ?  _("Select or &Add") : _("&Add or Edit ")).'</b>',
 288                         "debtor_no=".$selected_id.($page_nested ? '&popup=1':''));
 289                 end_row();
 290         }
 291
 292         textarea_row(_("General Notes:"), 'notes', null, 35, 5);
 293         if (!$selected_id && isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1)
 294         {
 295                 table_section_title(_("Branch"));
 296                 locations_list_row(_("Default Inventory Location:"), 'location');
 297                 shippers_list_row(_("Default Shipping Company:"), 'ship_via');
 298                 sales_areas_list_row( _("Sales Area:"), 'area', null);
 299                 tax_groups_list_row(_("Tax Group:"), 'tax_group_id', null);
 300         }
 301         end_outer_table(1);
 302
 303         div_start('controls');
 304         if (@$_REQUEST['popup']) hidden('popup', 1);
 305         if (!$selected_id)
 306         {
 307                 submit_center('submit', _("Add New Customer"), true, '', 'default');
 308         }
 309         else
 310         {
 311                 submit_center_first('submit', _("Update Customer"),
 312                   _('Update customer data'), $page_nested ? true : 'default');
 313                 submit_return('select', $selected_id, _("Select this customer and return to document entry."));
 314                 submit_center_last('delete', _("Delete Customer"),
 315                   _('Delete customer data if have been never used'), true);
 316         }
 317         div_end();
 318 }
 319
 320 //--------------------------------------------------------------------------------------------
 321
 322 check_db_has_sales_types(_("There are no sales types defined. Please define at least one sales type before adding a customer."));
 323
 324 start_form();
 325
 326 if (db_has_customers())
 327 {
 328         start_table(TABLESTYLE_NOBORDER);
 329         start_row();
 330         customer_list_cells(_("Select a customer: "), 'customer_id', null,
 331                 _('New customer'), true, check_value('show_inactive'));
 332         check_cells(_("Show inactive:"), 'show_inactive', null, true);
 333         end_row();
 334         end_table();
 335
 336         if (get_post('_show_inactive_update')) {
 337                 $Ajax->activate('customer_id');
 338                 set_focus('customer_id');
 339         }
 340 }
 341 else
 342 {
 343         hidden('customer_id');
 344 }
 345
 346 //if (!$selected_id || list_updated('customer_id'))
 347 if (!$selected_id)
 348         unset($_POST['_tabs_sel']); // force settings tab for new customer
 349
 350 tabbed_content_start('tabs', array(
 351                 'settings' => array(_('&General settings'), $selected_id),
 352                 'contacts' => array(_('&Contacts'), $selected_id),
 353                 'transactions' => array(_('&Transactions'), (user_check_access('SA_SALESTRANSVIEW') ? $selected_id : null)),
 354                 'orders' => array(_('Sales &Orders'), (user_check_access('SA_SALESTRANSVIEW') ? $selected_id : null)),
 355         ));
 356
 357         switch (get_post('_tabs_sel')) {
 358                 default:
 359                 case 'settings':
 360                         customer_settings($selected_id);
 361                         break;
 362                 case 'contacts':
 363                         $contacts = new contacts('contacts', $selected_id, 'customer');
 364                         $contacts->show();
 365                         break;
 366                 case 'transactions':
 367                         $_GET['customer_id'] = $selected_id;
 368                         include_once($path_to_root."/sales/inquiry/customer_inquiry.php");
 369                         break;
 370                 case 'orders':
 371                         $_GET['customer_id'] = $selected_id;
 372                         include_once($path_to_root."/sales/inquiry/sales_orders_view.php");
 373                         break;
 374         };
 375 br();
 376 tabbed_content_end();
 377
 378 end_form();
 379 end_page();
 380