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