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 = 3;
  13 $path_to_root="../..";
  14
  15 include_once($path_to_root . "/includes/session.inc");
  16 page(_("Customers"));
  17
  18 include_once($path_to_root . "/includes/date_functions.inc");
  19 include_once($path_to_root . "/includes/banking.inc");
  20 include_once($path_to_root . "/includes/ui.inc");
  21
  22 if (isset($_GET['debtor_no']))
  23 {
  24         $_POST['customer_id'] = $_GET['debtor_no'];
  25 }
  26 $new_customer = (!isset($_POST['customer_id']) || $_POST['customer_id'] == "");
  27 //--------------------------------------------------------------------------------------------
  28
  29 function can_process()
  30 {
  31         if (strlen($_POST['CustName']) == 0)
  32         {
  33                 display_error(_("The customer name cannot be empty."));
  34                 set_focus('CustName');
  35                 return false;
  36         }
  37
  38         if (!check_num('credit_limit', 0))
  39         {
  40                 display_error(_("The credit limit must be numeric and not less than zero."));
  41                 set_focus('credit_limit');
  42                 return false;
  43         }
  44
  45         if (!check_num('pymt_discount', 0, 100))
  46         {
  47                 display_error(_("The payment discount must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  48                 set_focus('pymt_discount');
  49                 return false;
  50         }
  51
  52         if (!check_num('discount', 0, 100))
  53         {
  54                 display_error(_("The discount percentage must be numeric and is expected to be less than 100% and greater than or equal to 0."));
  55                 set_focus('discount');
  56                 return false;
  57         }
  58
  59         return true;
  60 }
  61
  62 //--------------------------------------------------------------------------------------------
  63
  64 function handle_submit()
  65 {
  66         global $path_to_root, $new_customer, $Ajax;
  67
  68         if (!can_process())
  69                 return;
  70
  71         if ($new_customer == false)
  72         {
  73
  74                 $sql = "UPDATE ".TB_PREF."debtors_master SET name=" . db_escape($_POST['CustName']) . ",
  75                         address=".db_escape($_POST['address']) . ",
  76                         tax_id=".db_escape($_POST['tax_id']) . ",
  77                         curr_code=".db_escape($_POST['curr_code']) . ",
  78                         email=".db_escape($_POST['email']) . ",
  79                         dimension_id=".db_escape($_POST['dimension_id']) . ",
  80                         dimension2_id=".db_escape($_POST['dimension2_id']) . ",
  81             credit_status=".db_escape($_POST['credit_status']) . ",
  82             payment_terms=".db_escape($_POST['payment_terms']) . ",
  83             discount=" . input_num('discount') / 100 . ",
  84             pymt_discount=" . input_num('pymt_discount') / 100 . ",
  85             credit_limit=" . input_num('credit_limit') . ",
  86             sales_type = ".db_escape($_POST['sales_type']) . "
  87             WHERE debtor_no = '". $_POST['customer_id'] . "'";
  88
  89                 db_query($sql,"The customer could not be updated");
  90
  91                 update_record_status($_POST['customer_id'], $_POST['inactive'],
  92                         'debtors_master', 'debtor_no');
  93
  94                 $Ajax->activate('customer_id'); // in case of status change
  95                 display_notification(_("Customer has been updated."));
  96         }
  97         else
  98         {       //it is a new customer
  99
 100                 begin_transaction();
 101
 102                 $sql = "INSERT INTO ".TB_PREF."debtors_master (name, address, tax_id, email, dimension_id, dimension2_id,
 103                         curr_code, credit_status, payment_terms, discount, pymt_discount,credit_limit,
 104                         sales_type) VALUES (".db_escape($_POST['CustName']) .", "
 105                         .db_escape($_POST['address']) . ", " . db_escape($_POST['tax_id']) . ","
 106                         .db_escape($_POST['email']) . ", ".db_escape($_POST['dimension_id']) . ", "
 107                         .db_escape($_POST['dimension2_id']) . ", ".db_escape($_POST['curr_code']) . ",
 108                         " . db_escape($_POST['credit_status']) . ", ".db_escape($_POST['payment_terms']) . ", " . input_num('discount')/100 . ",
 109                         " . input_num('pymt_discount')/100 . ", " . input_num('credit_limit') . ", ".db_escape($_POST['sales_type']) . ")";
 110
 111                 db_query($sql,"The customer could not be added");
 112
 113                 $_POST['customer_id'] = db_insert_id();
 114                 $new_customer = false;
 115                 commit_transaction();
 116
 117                 display_notification(_("A new customer has been added."));
 118
 119                 $Ajax->activate('_page_body');
 120         }
 121 }
 122 //--------------------------------------------------------------------------------------------
 123
 124 if (isset($_POST['submit']))
 125 {
 126         handle_submit();
 127 }
 128 //--------------------------------------------------------------------------------------------
 129
 130 if (isset($_POST['select']))
 131 {
 132         context_return(array('customer_id' => $_POST['customer_id'],
 133                 'branch_id' => '')); // this fires customer history checks
 134 }
 135 //--------------------------------------------------------------------------------------------
 136
 137 if (isset($_POST['delete']))
 138 {
 139
 140         //the link to delete a selected record was clicked instead of the submit button
 141
 142         $cancel_delete = 0;
 143
 144         // PREVENT DELETES IF DEPENDENT RECORDS IN 'debtor_trans'
 145
 146         $sql= "SELECT COUNT(*) FROM ".TB_PREF."debtor_trans WHERE debtor_no='" . $_POST['customer_id'] . "'";
 147         $result = db_query($sql,"check failed");
 148         $myrow = db_fetch_row($result);
 149         if ($myrow[0] > 0)
 150         {
 151                 $cancel_delete = 1;
 152                 display_error(_("This customer cannot be deleted because there are transactions that refer to it."));
 153         }
 154         else
 155         {
 156                 $sql= "SELECT COUNT(*) FROM ".TB_PREF."sales_orders WHERE debtor_no='" . $_POST['customer_id'] . "'";
 157                 $result = db_query($sql,"check failed");
 158                 $myrow = db_fetch_row($result);
 159                 if ($myrow[0] > 0)
 160                 {
 161                         $cancel_delete = 1;
 162                         display_error(_("Cannot delete the customer record because orders have been created against it."));
 163                 }
 164                 else
 165                 {
 166                         $sql = "SELECT COUNT(*) FROM ".TB_PREF."cust_branch WHERE debtor_no='" . $_POST['customer_id'] . "'";
 167                         $result = db_query($sql,"check failed");
 168                         $myrow = db_fetch_row($result);
 169                         if ($myrow[0] > 0)
 170                         {
 171                                 $cancel_delete = 1;
 172                                 display_error(_("Cannot delete this customer because there are branch records set up against it."));
 173                                 //echo "<br> There are " . $myrow[0] . " branch records relating to this customer";
 174                         }
 175                 }
 176         }
 177
 178         if ($cancel_delete == 0)
 179         {       //ie not cancelled the delete as a result of above tests
 180                 $sql = "DELETE FROM ".TB_PREF."debtors_master WHERE debtor_no='" . $_POST['customer_id'] . "'";
 181                 db_query($sql,"cannot delete customer");
 182
 183                 display_notification(_("Selected customer has been deleted."));
 184                 unset($_POST['customer_id']);
 185                 $new_customer = true;
 186                 $Ajax->activate('_page_body');
 187         } //end if Delete Customer
 188 }
 189
 190 check_db_has_sales_types(_("There are no sales types defined. Please define at least one sales type before adding a customer."));
 191
 192 start_form();
 193
 194 if (db_has_customers())
 195 {
 196         start_table("class = 'tablestyle_noborder'");
 197         start_row();
 198         check_cells(_("Show inactive:"), 'show_inactive', null, true);
 199         customer_list_cells(_("Select a customer: "), 'customer_id', null,
 200                 _('New customer'), true, check_value('show_inactive'));
 201         end_row();
 202         end_table();
 203         if (get_post('_show_inactive_update'))
 204                 $Ajax->activate('customer_id');
 205 }
 206 else
 207 {
 208         hidden('customer_id');
 209 }
 210
 211 if ($new_customer)
 212 {
 213         $_POST['CustName'] = $_POST['address'] = $_POST['tax_id']  = '';
 214         $_POST['dimension_id'] = 0;
 215         $_POST['dimension2_id'] = 0;
 216         $_POST['sales_type'] = -1;
 217         $_POST['email'] = '';
 218         $_POST['curr_code']  = get_company_currency();
 219         $_POST['credit_status']  = -1;
 220         $_POST['payment_terms']  = '';
 221         $_POST['discount']  = $_POST['pymt_discount'] = percent_format(0);
 222         $_POST['credit_limit']  = price_format(sys_prefs::default_credit_limit());
 223         $_POST['inactive'] = 0;
 224 }
 225 else
 226 {
 227
 228         $sql = "SELECT * FROM ".TB_PREF."debtors_master WHERE debtor_no = '" . $_POST['customer_id'] . "'";
 229         $result = db_query($sql,"check failed");
 230
 231         $myrow = db_fetch($result);
 232
 233         $_POST['CustName'] = $myrow["name"];
 234         $_POST['address']  = $myrow["address"];
 235         $_POST['tax_id']  = $myrow["tax_id"];
 236         $_POST['email']  = $myrow["email"];
 237         $_POST['dimension_id']  = $myrow["dimension_id"];
 238         $_POST['dimension2_id']  = $myrow["dimension2_id"];
 239         $_POST['sales_type'] = $myrow["sales_type"];
 240         $_POST['curr_code']  = $myrow["curr_code"];
 241         $_POST['credit_status']  = $myrow["credit_status"];
 242         $_POST['payment_terms']  = $myrow["payment_terms"];
 243         $_POST['discount']  = percent_format($myrow["discount"] * 100);
 244         $_POST['pymt_discount']  = percent_format($myrow["pymt_discount"] * 100);
 245         $_POST['credit_limit']  = price_format($myrow["credit_limit"]);
 246         $_POST['inactive'] = $myrow["inactive"];
 247 }
 248
 249 start_outer_table($table_style2, 5);
 250 table_section(1);
 251 table_section_title(_("Name and Address"));
 252
 253 text_row(_("Customer Name:"), 'CustName', $_POST['CustName'], 40, 80);
 254 textarea_row(_("Address:"), 'address', $_POST['address'], 35, 5);
 255
 256 email_row(_("E-mail:"), 'email', null, 40, 40);
 257 text_row(_("GSTNo:"), 'tax_id', null, 40, 40);
 258
 259
 260 if ($new_customer)
 261 {
 262         currencies_list_row(_("Customer's Currency:"), 'curr_code', $_POST['curr_code']);
 263 }
 264 else
 265 {
 266         label_row(_("Customer's Currency:"), $_POST['curr_code']);
 267         hidden('curr_code', $_POST['curr_code']);
 268 }
 269 sales_types_list_row(_("Sales Type/Price List:"), 'sales_type', $_POST['sales_type']);
 270
 271 table_section(2);
 272
 273 table_section_title(_("Sales"));
 274
 275 percent_row(_("Discount Percent:"), 'discount', $_POST['discount']);
 276 percent_row(_("Prompt Payment Discount Percent:"), 'pymt_discount', $_POST['pymt_discount']);
 277 amount_row(_("Credit Limit:"), 'credit_limit', $_POST['credit_limit']);
 278
 279 payment_terms_list_row(_("Payment Terms:"), 'payment_terms', $_POST['payment_terms']);
 280 credit_status_list_row(_("Credit Status:"), 'credit_status', $_POST['credit_status']);
 281 $dim = get_company_pref('use_dimension');
 282 if ($dim >= 1)
 283         dimensions_list_row(_("Dimension")." 1:", 'dimension_id', $_POST['dimension_id'], true, " ", false, 1);
 284 if ($dim > 1)
 285         dimensions_list_row(_("Dimension")." 2:", 'dimension2_id', $_POST['dimension2_id'], true, " ", false, 2);
 286 if ($dim < 1)
 287         hidden('dimension_id', 0);
 288 if ($dim < 2)
 289         hidden('dimension2_id', 0);
 290
 291 if (!$new_customer)  {
 292         start_row();
 293         echo '<td>'._('Customer branches').':</td>';
 294         hyperlink_params_td($path_to_root . "/sales/manage/customer_branches.php",
 295                 '<b>'. (count($_SESSION['Context']) ?  _("Select or &Add") : _("&Add or Edit ")).'</b>',
 296                 "debtor_no=".$_POST['customer_id']);
 297         end_row();
 298
 299 }
 300
 301 record_status_list_row(_("Customer status:"), 'inactive');
 302 end_outer_table(1);
 303
 304 div_start('controls');
 305 if ($new_customer)
 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'), true);
 313         submit_return('select', _("Return"), _("Select this customer and return to document entry."), 'default');
 314         submit_center_last('delete', _("Delete Customer"),
 315           _('Delete customer data if have been never used'), true);
 316 }
 317 div_end();
 318 end_form();
 319 end_page();
 320
 321 ?>