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"), @$_REQUEST['popup'], 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($path_to_root . "/includes/ui/contacts_view.inc");
  29 include_once($path_to_root . "/includes/ui/attachment.inc");
  30
  31 if (isset($_GET['debtor_no']))
  32 {
  33         $_POST['customer_id'] = $_GET['debtor_no'];
  34 }
  35
  36 $selected_id = get_post('customer_id','');
  37 //--------------------------------------------------------------------------------------------
  38
  39 function can_process()
  40 {
  41         if (strlen($_POST['CustName']) == 0)
  42         {
  43                 display_error(_("The customer name cannot be empty."));
  44                 set_focus('CustName');
  45                 return false;
  46         }
  47
  48         if (strlen($_POST['cust_ref']) == 0)
  49         {
  50                 display_error(_("The customer short name cannot be empty."));
  51                 set_focus('cust_ref');
  52                 return false;
  53         }
  54
  55         if (!check_num('credit_limit', 0))
  56         {
  57                 display_error(_("The credit limit must be numeric and not less than zero."));
  58                 set_focus('credit_limit');
  59                 return false;
  60         }
  61
  62         if (!check_num('pymt_discount', 0, 100))
  63         {
  64                 display_error(_("The payment discount must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  65                 set_focus('pymt_discount');
  66                 return false;
  67         }
  68
  69         if (!check_num('discount', 0, 100))
  70         {
  71                 display_error(_("The discount percentage must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  72                 set_focus('discount');
  73                 return false;
  74         }
  75
  76         return true;
  77 }
  78
  79 //--------------------------------------------------------------------------------------------
  80
  81 function handle_submit(&$selected_id)
  82 {
  83         global $path_to_root, $Ajax, $SysPrefs;
  84
  85         if (!can_process())
  86                 return;
  87
  88         if ($selected_id)
  89         {
  90                 update_customer($_POST['customer_id'], $_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
  91                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
  92                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
  93                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
  94
  95                 update_record_status($_POST['customer_id'], $_POST['inactive'],
  96                         'debtors_master', 'debtor_no');
  97
  98                 $Ajax->activate('customer_id'); // in case of status change
  99                 display_notification(_("Customer has been updated."));
 100         }
 101         else
 102         {       //it is a new customer
 103
 104                 begin_transaction();
 105                 add_customer($_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
 106                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
 107                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
 108                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
 109
 110                 $selected_id = $_POST['customer_id'] = db_insert_id();
 111
 112                 if (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1)
 113                 {
 114                 add_branch($selected_id, $_POST['CustName'], $_POST['cust_ref'],
 115                 $_POST['address'], $_POST['salesman'], $_POST['area'], $_POST['tax_group_id'], '',
 116                 get_company_pref('default_sales_discount_act'), get_company_pref('debtors_act'), get_company_pref('default_prompt_payment_act'),
 117                 $_POST['location'], $_POST['address'], 0, $_POST['ship_via'], $_POST['notes'], $_POST['bank_account']);
 118
 119                 $selected_branch = db_insert_id();
 120
 121                         add_crm_person($_POST['cust_ref'], $_POST['CustName'], '', $_POST['address'],
 122                                 $_POST['phone'], $_POST['phone2'], $_POST['fax'], $_POST['email'], '', '');
 123
 124                         $pers_id = db_insert_id();
 125                         add_crm_contact('cust_branch', 'general', $selected_branch, $pers_id);
 126
 127                         add_crm_contact('customer', 'general', $selected_id, $pers_id);
 128                 }
 129                 commit_transaction();
 130
 131                 display_notification(_("A new customer has been added."));
 132
 133                 if (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1)
 134                         display_notification(_("A default Branch has been automatically created, please check default Branch values by using link below."));
 135
 136                 $Ajax->activate('_page_body');
 137         }
 138 }
 139 //--------------------------------------------------------------------------------------------
 140
 141 if (isset($_POST['submit']))
 142 {
 143         handle_submit($selected_id);
 144 }
 145 //--------------------------------------------------------------------------------------------
 146
 147 if (isset($_POST['delete']))
 148 {
 149
 150         $cancel_delete = 0;
 151
 152         // PREVENT DELETES IF DEPENDENT RECORDS IN 'debtor_trans'
 153
 154         if (key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no'))
 155         {
 156                 $cancel_delete = 1;
 157                 display_error(_("This customer cannot be deleted because there are transactions that refer to it."));
 158         }
 159         else
 160         {
 161                 if (key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no'))
 162                 {
 163                         $cancel_delete = 1;
 164                         display_error(_("Cannot delete the customer record because orders have been created against it."));
 165                 }
 166                 else
 167                 {
 168                         if (key_in_foreign_table($selected_id, 'cust_branch', 'debtor_no'))
 169                         {
 170                                 $cancel_delete = 1;
 171                                 display_error(_("Cannot delete this customer because there are branch records set up against it."));
 172                                 //echo "<br> There are " . $myrow[0] . " branch records relating to this customer";
 173                         }
 174                 }
 175         }
 176
 177         if ($cancel_delete == 0)
 178         {       //ie not cancelled the delete as a result of above tests
 179
 180                 delete_customer($selected_id);
 181
 182                 display_notification(_("Selected customer has been deleted."));
 183                 unset($_POST['customer_id']);
 184                 $selected_id = '';
 185                 $Ajax->activate('_page_body');
 186         } //end if Delete Customer
 187 }
 188
 189 function customer_settings($selected_id)
 190 {
 191         global $SysPrefs, $path_to_root, $page_nested;
 192
 193         if (!$selected_id)
 194         {
 195                 if (list_updated('customer_id') || !isset($_POST['CustName'])) {
 196                         $_POST['CustName'] = $_POST['cust_ref'] = $_POST['address'] = $_POST['tax_id']  = '';
 197                         $_POST['dimension_id'] = 0;
 198                         $_POST['dimension2_id'] = 0;
 199                         $_POST['sales_type'] = -1;
 200                         $_POST['curr_code']  = get_company_currency();
 201                         $_POST['credit_status']  = -1;
 202                         $_POST['payment_terms']  = $_POST['notes']  = '';
 203
 204                         $_POST['discount']  = $_POST['pymt_discount'] = percent_format(0);
 205                         $_POST['credit_limit']  = price_format($SysPrefs->default_credit_limit());
 206                 }
 207         }
 208         else
 209         {
 210                 $myrow = get_customer($selected_id);
 211
 212                 $_POST['CustName'] = $myrow["name"];
 213                 $_POST['cust_ref'] = $myrow["debtor_ref"];
 214                 $_POST['address']  = $myrow["address"];
 215                 $_POST['tax_id']  = $myrow["tax_id"];
 216                 $_POST['dimension_id']  = $myrow["dimension_id"];
 217                 $_POST['dimension2_id']  = $myrow["dimension2_id"];
 218                 $_POST['sales_type'] = $myrow["sales_type"];
 219                 $_POST['curr_code']  = $myrow["curr_code"];
 220                 $_POST['credit_status']  = $myrow["credit_status"];
 221                 $_POST['payment_terms']  = $myrow["payment_terms"];
 222                 $_POST['discount']  = percent_format($myrow["discount"] * 100);
 223                 $_POST['pymt_discount']  = percent_format($myrow["pymt_discount"] * 100);
 224                 $_POST['credit_limit']  = price_format($myrow["credit_limit"]);
 225                 $_POST['notes']  = $myrow["notes"];
 226                 $_POST['inactive'] = $myrow["inactive"];
 227         }
 228
 229         start_outer_table(TABLESTYLE2);
 230         table_section(1);
 231         table_section_title(_("Name and Address"));
 232
 233         text_row(_("Customer Name:"), 'CustName', $_POST['CustName'], 40, 80);
 234         text_row(_("Customer Short Name:"), 'cust_ref', null, 30, 30);
 235         textarea_row(_("Address:"), 'address', $_POST['address'], 35, 5);
 236
 237         text_row(_("GSTNo:"), 'tax_id', null, 40, 40);
 238
 239
 240         if (!$selected_id || is_new_customer($selected_id) || (!key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no') &&
 241                 !key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no')))
 242         {
 243                 currencies_list_row(_("Customer's Currency:"), 'curr_code', $_POST['curr_code']);
 244         }
 245         else
 246         {
 247                 label_row(_("Customer's Currency:"), $_POST['curr_code']);
 248                 hidden('curr_code', $_POST['curr_code']);
 249         }
 250         sales_types_list_row(_("Sales Type/Price List:"), 'sales_type', $_POST['sales_type']);
 251
 252         if($selected_id)
 253                 record_status_list_row(_("Customer status:"), 'inactive');
 254         elseif (isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1)
 255         {
 256                 table_section_title(_("Branch"));
 257                 text_row(_("Phone:"), 'phone', null, 32, 30);
 258                 text_row(_("Secondary Phone Number:"), 'phone2', null, 32, 30);
 259                 text_row(_("Fax Number:"), 'fax', null, 32, 30);
 260                 email_row(_("E-mail:"), 'email', null, 35, 55);
 261                 text_row(_("Bank Account Number:"), 'bank_account', null, 30, 60);
 262                 sales_persons_list_row( _("Sales Person:"), 'salesman', null);
 263         }
 264         table_section(2);
 265
 266         table_section_title(_("Sales"));
 267
 268         percent_row(_("Discount Percent:"), 'discount', $_POST['discount']);
 269         percent_row(_("Prompt Payment Discount Percent:"), 'pymt_discount', $_POST['pymt_discount']);
 270         amount_row(_("Credit Limit:"), 'credit_limit', $_POST['credit_limit']);
 271
 272         payment_terms_list_row(_("Payment Terms:"), 'payment_terms', $_POST['payment_terms']);
 273         credit_status_list_row(_("Credit Status:"), 'credit_status', $_POST['credit_status']);
 274         $dim = get_company_pref('use_dimension');
 275         if ($dim >= 1)
 276                 dimensions_list_row(_("Dimension")." 1:", 'dimension_id', $_POST['dimension_id'], true, " ", false, 1);
 277         if ($dim > 1)
 278                 dimensions_list_row(_("Dimension")." 2:", 'dimension2_id', $_POST['dimension2_id'], true, " ", false, 2);
 279         if ($dim < 1)
 280                 hidden('dimension_id', 0);
 281         if ($dim < 2)
 282                 hidden('dimension2_id', 0);
 283
 284         if ($selected_id)  {
 285                 start_row();
 286                 echo '<td class="label">'._('Customer branches').':</td>';
 287                 hyperlink_params_td($path_to_root . "/sales/manage/customer_branches.php",
 288                         '<b>'. ($page_nested ?  _("Select or &Add") : _("&Add or Edit ")).'</b>',
 289                         "debtor_no=".$selected_id.($page_nested ? '&popup=1':''));
 290                 end_row();
 291         }
 292
 293         textarea_row(_("General Notes:"), 'notes', null, 35, 5);
 294         if (!$selected_id && isset($SysPrefs->auto_create_branch) && $SysPrefs->auto_create_branch == 1)
 295         {
 296                 table_section_title(_("Branch"));
 297                 locations_list_row(_("Default Inventory Location:"), 'location');
 298                 shippers_list_row(_("Default Shipping Company:"), 'ship_via');
 299                 sales_areas_list_row( _("Sales Area:"), 'area', null);
 300                 tax_groups_list_row(_("Tax Group:"), 'tax_group_id', null);
 301         }
 302         end_outer_table(1);
 303
 304         div_start('controls');
 305         if (@$_REQUEST['popup']) hidden('popup', 1);
 306         if (!$selected_id)
 307         {
 308                 submit_center('submit', _("Add New Customer"), true, '', false);
 309         }
 310         else
 311         {
 312                 submit_center_first('submit', _("Update Customer"),
 313                   _('Update customer data'), $page_nested ? true : false);
 314                 submit_return('select', $selected_id, _("Select this customer and return to document entry."));
 315                 submit_center_last('delete', _("Delete Customer"),
 316                   _('Delete customer data if have been never used'), true);
 317         }
 318         div_end();
 319 }
 320
 321 //--------------------------------------------------------------------------------------------
 322
 323 check_db_has_sales_types(_("There are no sales types defined. Please define at least one sales type before adding a customer."));
 324
 325 start_form(true);
 326
 327 if (db_has_customers())
 328 {
 329         start_table(TABLESTYLE_NOBORDER);
 330         start_row();
 331         customer_list_cells(_("Select a customer: "), 'customer_id', null,
 332                 _('New customer'), true, check_value('show_inactive'));
 333         check_cells(_("Show inactive:"), 'show_inactive', null, true);
 334         end_row();
 335         end_table();
 336
 337         if (get_post('_show_inactive_update')) {
 338                 $Ajax->activate('customer_id');
 339                 set_focus('customer_id');
 340         }
 341 }
 342 else
 343 {
 344         hidden('customer_id');
 345 }
 346
 347 //if (!$selected_id || list_updated('customer_id'))
 348 if (!$selected_id)
 349         unset($_POST['_tabs_sel']); // force settings tab for new customer
 350
 351 tabbed_content_start('tabs', array(
 352                 'settings' => array(_('&General settings'), $selected_id),
 353                 'contacts' => array(_('&Contacts'), $selected_id),
 354                 'transactions' => array(_('&Transactions'), (user_check_access('SA_SALESTRANSVIEW') ? $selected_id : null)),
 355                 'orders' => array(_('Sales &Orders'), (user_check_access('SA_SALESTRANSVIEW') ? $selected_id : null)),
 356                 'attachments' => array(_('Attachments'), (user_check_access('SA_ATTACHDOCUMENT') ? $selected_id : null)),
 357         ));
 358
 359         switch (get_post('_tabs_sel')) {
 360                 default:
 361                 case 'settings':
 362                         customer_settings($selected_id);
 363                         break;
 364                 case 'contacts':
 365                         $contacts = new contacts('contacts', $selected_id, 'customer');
 366                         $contacts->show();
 367                         break;
 368                 case 'transactions':
 369                         $_GET['customer_id'] = $selected_id;
 370                         include_once($path_to_root."/sales/inquiry/customer_inquiry.php");
 371                         break;
 372                 case 'orders':
 373                         $_GET['customer_id'] = $selected_id;
 374                         include_once($path_to_root."/sales/inquiry/sales_orders_view.php");
 375                         break;
 376                 case 'attachments':
 377                         $_GET['trans_no'] = $selected_id;
 378                         $_GET['type_no']= ST_CUSTOMER;
 379                         $attachments = new attachments('attachment', $selected_id, 'customers');
 380                         $attachments->show();
 381         };
 382 br();
 383 tabbed_content_end();
 384
 385 end_form();
 386 end_page(@$_REQUEST['popup']);
 387