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/session.inc");
  16 $js = "";
  17 if ($use_popup_windows)
  18         $js .= get_js_open_window(900, 500);
  19 page(_($help_context = "Customers"), @$_REQUEST['popup'], false, "", $js);
  20
  21 include_once($path_to_root . "/includes/date_functions.inc");
  22 include_once($path_to_root . "/includes/banking.inc");
  23 include_once($path_to_root . "/includes/ui.inc");
  24 include_once($path_to_root . "/includes/ui/contacts_view.inc");
  25
  26 if (isset($_GET['debtor_no']))
  27 {
  28         $_POST['customer_id'] = $_GET['debtor_no'];
  29 }
  30
  31 $selected_id = get_post('customer_id','');
  32 //--------------------------------------------------------------------------------------------
  33
  34 function can_process()
  35 {
  36         if (strlen($_POST['CustName']) == 0)
  37         {
  38                 display_error(_("The customer name cannot be empty."));
  39                 set_focus('CustName');
  40                 return false;
  41         }
  42
  43         if (strlen($_POST['cust_ref']) == 0)
  44         {
  45                 display_error(_("The customer short name cannot be empty."));
  46                 set_focus('cust_ref');
  47                 return false;
  48         }
  49
  50         if (!check_num('credit_limit', 0))
  51         {
  52                 display_error(_("The credit limit must be numeric and not less than zero."));
  53                 set_focus('credit_limit');
  54                 return false;
  55         }
  56
  57         if (!check_num('pymt_discount', 0, 100))
  58         {
  59                 display_error(_("The payment discount must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  60                 set_focus('pymt_discount');
  61                 return false;
  62         }
  63
  64         if (!check_num('discount', 0, 100))
  65         {
  66                 display_error(_("The discount percentage must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  67                 set_focus('discount');
  68                 return false;
  69         }
  70
  71         return true;
  72 }
  73
  74 //--------------------------------------------------------------------------------------------
  75
  76 function handle_submit(&$selected_id)
  77 {
  78         global $path_to_root, $Ajax, $auto_create_branch;
  79
  80         if (!can_process())
  81                 return;
  82
  83         if ($selected_id)
  84         {
  85                 update_customer($_POST['customer_id'], $_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
  86                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
  87                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
  88                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
  89
  90                 update_record_status($_POST['customer_id'], $_POST['inactive'],
  91                         'debtors_master', 'debtor_no');
  92
  93                 $Ajax->activate('customer_id'); // in case of status change
  94                 display_notification(_("Customer has been updated."));
  95         }
  96         else
  97         {       //it is a new customer
  98
  99                 begin_transaction();
 100                 add_customer($_POST['CustName'], $_POST['cust_ref'], $_POST['address'],
 101                         $_POST['tax_id'], $_POST['curr_code'], $_POST['dimension_id'], $_POST['dimension2_id'],
 102                         $_POST['credit_status'], $_POST['payment_terms'], input_num('discount') / 100, input_num('pymt_discount') / 100,
 103                         input_num('credit_limit'), $_POST['sales_type'], $_POST['notes']);
 104
 105                 $selected_id = $_POST['customer_id'] = db_insert_id();
 106
 107                 if (isset($auto_create_branch) && $auto_create_branch == 1)
 108                 {
 109                 add_branch($selected_id, $_POST['CustName'], $_POST['cust_ref'],
 110                 $_POST['address'], $_POST['salesman'], $_POST['area'], $_POST['tax_group_id'], '',
 111                 get_company_pref('default_sales_discount_act'), get_company_pref('debtors_act'), get_company_pref('default_prompt_payment_act'),
 112                 get_company_pref('default location'), $_POST['address'], 0, 0, get_company_pref('default_ship_via'), $_POST['notes']);
 113
 114                 $selected_branch = db_insert_id();
 115
 116                         add_crm_person($_POST['CustName'], $_POST['cust_ref'], '', $_POST['address'],
 117                                 $_POST['phone'], $_POST['phone2'], $_POST['fax'], $_POST['email'], '', '');
 118
 119                         add_crm_contact('cust_branch', 'general', $selected_branch, db_insert_id());
 120                 }
 121                 commit_transaction();
 122
 123                 display_notification(_("A new customer has been added."));
 124
 125                 if (isset($auto_create_branch) && $auto_create_branch == 1)
 126                         display_notification(_("A default Branch has been automatically created, please check default Branch values by using link below."));
 127
 128                 $Ajax->activate('_page_body');
 129         }
 130 }
 131 //--------------------------------------------------------------------------------------------
 132
 133 if (isset($_POST['submit']))
 134 {
 135         handle_submit($selected_id);
 136 }
 137 //--------------------------------------------------------------------------------------------
 138
 139 if (isset($_POST['delete']))
 140 {
 141
 142         $cancel_delete = 0;
 143
 144         // PREVENT DELETES IF DEPENDENT RECORDS IN 'debtor_trans'
 145
 146         if (key_in_foreign_table($selected_id, 'debtor_trans', 'debtor_no'))
 147         {
 148                 $cancel_delete = 1;
 149                 display_error(_("This customer cannot be deleted because there are transactions that refer to it."));
 150         }
 151         else
 152         {
 153                 if (key_in_foreign_table($selected_id, 'sales_orders', 'debtor_no'))
 154                 {
 155                         $cancel_delete = 1;
 156                         display_error(_("Cannot delete the customer record because orders have been created against it."));
 157                 }
 158                 else
 159                 {
 160                         if (key_in_foreign_table($selected_id, 'cust_branch', 'debtor_no'))
 161                         {
 162                                 $cancel_delete = 1;
 163                                 display_error(_("Cannot delete this customer because there are branch records set up against it."));
 164                                 //echo "<br> There are " . $myrow[0] . " branch records relating to this customer";
 165                         }
 166                 }
 167         }
 168
 169         if ($cancel_delete == 0)
 170         {       //ie not cancelled the delete as a result of above tests
 171
 172                 delete_customer($selected_id);
 173
 174                 display_notification(_("Selected customer has been deleted."));
 175                 unset($_POST['customer_id']);
 176                 $selected_id = '';
 177                 $Ajax->activate('_page_body');
 178         } //end if Delete Customer
 179 }
 180
 181 function customer_settings($selected_id)
 182 {
 183         global $SysPrefs, $path_to_root, $auto_create_branch;
 184
 185         if (!$selected_id)
 186         {
 187                 if (list_updated('customer_id') || !isset($_POST['CustName'])) {
 188                         $_POST['CustName'] = $_POST['cust_ref'] = $_POST['address'] = $_POST['tax_id']  = '';
 189                         $_POST['dimension_id'] = 0;
 190                         $_POST['dimension2_id'] = 0;
 191                         $_POST['sales_type'] = -1;
 192                         $_POST['curr_code']  = get_company_currency();
 193                         $_POST['credit_status']  = -1;
 194                         $_POST['payment_terms']  = $_POST['notes']  = '';
 195
 196                         $_POST['discount']  = $_POST['pymt_discount'] = percent_format(0);
 197                         $_POST['credit_limit']  = price_format($SysPrefs->default_credit_limit());
 198                 }
 199         }
 200         else
 201         {
 202                 $myrow = get_customer($selected_id);
 203
 204                 $_POST['CustName'] = $myrow["name"];
 205                 $_POST['cust_ref'] = $myrow["debtor_ref"];
 206                 $_POST['address']  = $myrow["address"];
 207                 $_POST['tax_id']  = $myrow["tax_id"];
 208                 $_POST['dimension_id']  = $myrow["dimension_id"];
 209                 $_POST['dimension2_id']  = $myrow["dimension2_id"];
 210                 $_POST['sales_type'] = $myrow["sales_type"];
 211                 $_POST['curr_code']  = $myrow["curr_code"];
 212                 $_POST['credit_status']  = $myrow["credit_status"];
 213                 $_POST['payment_terms']  = $myrow["payment_terms"];
 214                 $_POST['discount']  = percent_format($myrow["discount"] * 100);
 215                 $_POST['pymt_discount']  = percent_format($myrow["pymt_discount"] * 100);
 216                 $_POST['credit_limit']  = price_format($myrow["credit_limit"]);
 217                 $_POST['notes']  = $myrow["notes"];
 218                 $_POST['inactive'] = $myrow["inactive"];
 219         }
 220
 221         start_outer_table(TABLESTYLE2);
 222         table_section(1);
 223         table_section_title(_("Name and Address"));
 224
 225         text_row(_("Customer Name:"), 'CustName', $_POST['CustName'], 40, 80);
 226         text_row(_("Customer Short Name:"), 'cust_ref', null, 30, 30);
 227         textarea_row(_("Address:"), 'address', $_POST['address'], 35, 5);
 228
 229         text_row(_("GSTNo:"), 'tax_id', null, 40, 40);
 230
 231
 232         if (!$selected_id || is_new_customer($selected_id))
 233         {
 234                 currencies_list_row(_("Customer's Currency:"), 'curr_code', $_POST['curr_code']);
 235         }
 236         else
 237         {
 238                 label_row(_("Customer's Currency:"), $_POST['curr_code']);
 239                 hidden('curr_code', $_POST['curr_code']);
 240         }
 241         sales_types_list_row(_("Sales Type/Price List:"), 'sales_type', $_POST['sales_type']);
 242
 243         if($selected_id)
 244                 record_status_list_row(_("Customer status:"), 'inactive');
 245         elseif (isset($auto_create_branch) && $auto_create_branch == 1)
 246         {
 247                 table_section_title(_("Branch"));
 248                 text_row(_("Phone:"), 'phone', null, 32, 30);
 249                 text_row(_("Secondary Phone Number:"), 'phone2', null, 32, 30);
 250                 text_row(_("Fax Number:"), 'fax', null, 32, 30);
 251                 email_row(_("E-mail:"), 'email', null, 35, 55);
 252         }
 253         table_section(2);
 254
 255         table_section_title(_("Sales"));
 256
 257         percent_row(_("Discount Percent:"), 'discount', $_POST['discount']);
 258         percent_row(_("Prompt Payment Discount Percent:"), 'pymt_discount', $_POST['pymt_discount']);
 259         amount_row(_("Credit Limit:"), 'credit_limit', $_POST['credit_limit']);
 260
 261         payment_terms_list_row(_("Payment Terms:"), 'payment_terms', $_POST['payment_terms']);
 262         credit_status_list_row(_("Credit Status:"), 'credit_status', $_POST['credit_status']);
 263         $dim = get_company_pref('use_dimension');
 264         if ($dim >= 1)
 265                 dimensions_list_row(_("Dimension")." 1:", 'dimension_id', $_POST['dimension_id'], true, " ", false, 1);
 266         if ($dim > 1)
 267                 dimensions_list_row(_("Dimension")." 2:", 'dimension2_id', $_POST['dimension2_id'], true, " ", false, 2);
 268         if ($dim < 1)
 269                 hidden('dimension_id', 0);
 270         if ($dim < 2)
 271                 hidden('dimension2_id', 0);
 272
 273         if ($selected_id)  {
 274                 start_row();
 275                 echo '<td class="label">'._('Customer branches').':</td>';
 276                 hyperlink_params_td($path_to_root . "/sales/manage/customer_branches.php",
 277                         '<b>'. (@$_REQUEST['popup'] ?  _("Select or &Add") : _("&Add or Edit ")).'</b>',
 278                         "debtor_no=".$selected_id.(@$_REQUEST['popup'] ? '&popup=1':''));
 279                 end_row();
 280         }
 281
 282         textarea_row(_("General Notes:"), 'notes', null, 35, 5);
 283         if (!$selected_id && isset($auto_create_branch) && $auto_create_branch == 1)
 284         {
 285                 table_section_title(_("Branch"));
 286                 sales_persons_list_row( _("Sales Person:"), 'salesman', null);
 287                 sales_areas_list_row( _("Sales Area:"), 'area', null);
 288                 tax_groups_list_row(_("Tax Group:"), 'tax_group_id', null);
 289         }
 290         end_outer_table(1);
 291
 292         div_start('controls');
 293         if (!$selected_id)
 294         {
 295                 submit_center('submit', _("Add New Customer"), true, '', 'default');
 296         }
 297         else
 298         {
 299                 submit_center_first('submit', _("Update Customer"),
 300                   _('Update customer data'), @$_REQUEST['popup'] ? true : 'default');
 301                 submit_return('select', $selected_id, _("Select this customer and return to document entry."));
 302                 submit_center_last('delete', _("Delete Customer"),
 303                   _('Delete customer data if have been never used'), true);
 304         }
 305         div_end();
 306 }
 307
 308 //--------------------------------------------------------------------------------------------
 309
 310 check_db_has_sales_types(_("There are no sales types defined. Please define at least one sales type before adding a customer."));
 311
 312 start_form();
 313
 314 if (db_has_customers())
 315 {
 316         start_table(TABLESTYLE_NOBORDER);
 317         start_row();
 318         customer_list_cells(_("Select a customer: "), 'customer_id', null,
 319                 _('New customer'), true, check_value('show_inactive'));
 320         check_cells(_("Show inactive:"), 'show_inactive', null, true);
 321         end_row();
 322         end_table();
 323
 324         if (get_post('_show_inactive_update')) {
 325                 $Ajax->activate('customer_id');
 326                 set_focus('customer_id');
 327         }
 328 }
 329 else
 330 {
 331         hidden('customer_id');
 332 }
 333
 334 if (!$selected_id)
 335         unset($_POST['_tabs_sel']); // force settings tab for new customer
 336
 337 tabbed_content_start('tabs', array(
 338                 'settings' => array(_('&General settings'), $selected_id),
 339                 'contacts' => array(_('&Contacts'), $selected_id),
 340                 'transactions' => array(_('&Transactions'), $selected_id),
 341                 'orders' => array(_('Sales &Orders'), $selected_id),
 342         ));
 343
 344         switch (get_post('_tabs_sel')) {
 345                 default:
 346                 case 'settings':
 347                         customer_settings($selected_id);
 348                         break;
 349                 case 'contacts':
 350                         $contacts = new contacts('contacts', $selected_id, 'customer');
 351                         $contacts->show();
 352                         break;
 353                 case 'transactions':
 354                         $_GET['customer_id'] = $selected_id;
 355                         $_GET['popup'] = 1;
 356                         $_SERVER['REQUEST_METHOD'] = 'GET';
 357                         include_once($path_to_root."/sales/inquiry/customer_inquiry.php");
 358                         break;
 359                 case 'orders':
 360                         $_GET['customer_id'] = $selected_id;
 361                         $_GET['popup'] = 1;
 362                         $_SERVER['REQUEST_METHOD'] = 'GET';
 363                         include_once($path_to_root."/sales/inquiry/sales_orders_view.php");
 364                         break;
 365         };
 366 br();
 367 tabbed_content_end();
 368
 369 hidden('popup', @$_REQUEST['popup']);
 370 end_form();
 371 end_page();
 372
 373 ?>