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