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accounting modules

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This commit is contained in:
Thanakorn S
2026-05-13 15:11:24 +07:00
parent 511360faa2
commit 04a683bd02
70 changed files with 4451 additions and 42 deletions
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app/revenue/manage_quotation.php
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<?php
session_start();
require '../config.php';
require '../include_header.php';
$quotation_id = (int)($_GET['id'] ?? 0);
?>
<body>
<?php require '../include_topbar.php'; ?>
<?php require '../include_sidebar_ac.php'; ?>
<main id="content" class="content py-15">
<div class="container-fluid">
<!-- Page header -->
<div class="row">
<div class="col-12">
<div class="mb-6 d-flex justify-content-between align-items-center">
<div>
<h1 class="fs-3 mb-1" id="page_title">
<?php echo $quotation_id ? 'Quotation Detail' : 'New Quotation'; ?>
</h1>
<p class="mb-0 text-muted" id="page_subtitle">
<?php echo $quotation_id ? '' : 'Create a new sales quotation'; ?>
</p>
</div>
<a href="<?php echo $server_url?>revenue/quotation.php" class="btn btn-light">
<i class="ti ti-arrow-left me-1"></i>Back
</a>
</div>
</div>
</div>
<div class="row g-5">
<!-- Left: Quotation form -->
<div class="col-lg-8">
<!-- Header card -->
<div class="card mb-5">
<div class="card-body p-5">
<h2 class="fs-5 mb-4">Quotation Information</h2>
<div class="row gx-5">
<div class="mb-3 col-lg-6">
<label class="form-label">Contact</label>
<input type="text" id="contact" class="form-control"
placeholder="Search contact..." autocomplete="off">
<input type="hidden" id="contact_id">
</div>
<div class="mb-3 col-lg-6">
<label class="form-label">Quotation Date</label>
<input type="text" id="quotation_date" class="form-control"
placeholder="DD/MM/YYYY" autocomplete="off">
</div>
<div class="mb-3 col-lg-6">
<label class="form-label">Valid Until</label>
<input type="text" id="valid_until" class="form-control"
placeholder="DD/MM/YYYY (optional)" autocomplete="off">
</div>
<div class="mb-3 col-lg-12">
<label class="form-label">Notes / Terms</label>
<textarea id="notes" class="form-control" rows="2"
placeholder="Payment terms, delivery conditions, notes..."></textarea>
</div>
</div>
</div>
</div>
<!-- Items card -->
<div class="card mb-5">
<div class="card-body p-5">
<div class="d-flex justify-content-between align-items-center mb-4">
<h2 class="fs-5 mb-0">Line Items</h2>
<button class="btn btn-sm btn-outline-primary" id="btn_add_item"
onclick="add_item_row()">
<i class="ti ti-plus me-1"></i>Add Line
</button>
</div>
<div class="table-responsive">
<table class="table mb-0" id="item_table">
<thead class="table-light">
<tr>
<th style="width:120px;">SKU</th>
<th>Description</th>
<th style="width:90px;">Qty</th>
<th style="width:120px;">Unit Price</th>
<th style="width:120px;">Total</th>
<th style="width:40px;"></th>
</tr>
</thead>
<tbody id="item_tbody"></tbody>
</table>
</div>
</div>
</div>
</div>
<!-- Right: Status + Summary + Actions -->
<div class="col-lg-4">
<!-- Status card (existing quotation) -->
<div class="card mb-5 d-none" id="status_card">
<div class="card-body p-4">
<h2 class="fs-5 mb-3">Status</h2>
<div id="badge_status" class="mb-2"></div>
<p class="mb-0 small fw-semibold text-muted" id="quotation_number_display"></p>
</div>
</div>
<!-- Totals -->
<div class="card mb-5">
<div class="card-body p-4">
<h2 class="fs-5 mb-3">Summary</h2>
<div class="d-flex justify-content-between mb-2">
<span class="text-muted">Subtotal</span>
<span id="summary_subtotal">0.00</span>
</div>
<div class="d-flex justify-content-between align-items-center mb-2">
<span class="text-muted">Discount</span>
<input type="number" id="discount" class="form-control form-control-sm text-end"
style="width:110px;" value="0" min="0" step="any" oninput="recalc_totals()">
</div>
<div class="d-flex justify-content-between align-items-center mb-3">
<span class="text-muted">Tax (VAT)</span>
<input type="number" id="tax" class="form-control form-control-sm text-end"
style="width:110px;" value="0" min="0" step="any" oninput="recalc_totals()">
</div>
<hr>
<div class="d-flex justify-content-between fw-bold fs-5">
<span>Grand Total</span>
<span id="summary_grand_total">0.00</span>
</div>
</div>
</div>
<!-- Actions -->
<div class="card">
<div class="card-body p-4 d-flex flex-column gap-2">
<button class="btn btn-primary w-100" id="btn_save" onclick="save_quotation()">
<i class="ti ti-device-floppy me-1"></i>Save Draft
</button>
<button class="btn btn-info text-white w-100 d-none" id="btn_send"
onclick="change_status('send')">
<i class="ti ti-send me-1"></i>Mark as Sent
</button>
<button class="btn btn-success w-100 d-none" id="btn_accept"
onclick="change_status('accept')">
<i class="ti ti-circle-check me-1"></i>Mark as Accepted
</button>
<button class="btn btn-outline-danger w-100 d-none" id="btn_reject"
onclick="change_status('reject')">
<i class="ti ti-x me-1"></i>Mark as Rejected
</button>
<button class="btn btn-outline-secondary w-100 d-none" id="btn_reopen"
onclick="change_status('reopen')">
<i class="ti ti-refresh me-1"></i>Reopen as Draft
</button>
<button class="btn btn-outline-danger w-100 d-none" id="btn_cancel"
onclick="change_status('cancel')">
<i class="ti ti-ban me-1"></i>Cancel Quotation
</button>
<hr class="d-none" id="hr_convert">
<a href="javascript:void(0);" class="btn btn-success w-100 d-none" id="btn_convert"
onclick="convert_to_order()">
<i class="ti ti-transfer me-1"></i>Convert to Order
</a>
</div>
</div>
</div>
</div>
</div>
</main>
<?php require '../include_ending.php'; ?>
<script>
var quotation_id = <?php echo $quotation_id; ?>;
var quotation_data = null;
var item_index = 0;
var status_badge = {
'-1': '<span class="badge bg-secondary">Cancelled</span>',
'0': '<span class="badge bg-warning text-dark">Draft</span>',
'1': '<span class="badge bg-info text-white">Sent</span>',
'2': '<span class="badge bg-success">Accepted</span>',
'3': '<span class="badge bg-danger">Rejected</span>',
'5': '<span class="badge bg-primary">Converted</span>',
};
// ── Recalculate totals ────────────────────────────────────────────────────
function recalc_totals() {
var subtotal = 0;
$('#item_tbody tr').each(function() {
var qty = parseFloat($(this).find('.item_qty').val()) || 0;
var price = parseFloat($(this).find('.item_price').val()) || 0;
var total = qty * price;
$(this).find('.item_total').text(format_number(total, 2));
subtotal += total;
});
var discount = parseFloat($('#discount').val()) || 0;
var tax = parseFloat($('#tax').val()) || 0;
var grand = subtotal - discount + tax;
$('#summary_subtotal').text(format_number(subtotal, 2));
$('#summary_grand_total').text(format_number(grand, 2));
}
// ── Add item row ──────────────────────────────────────────────────────────
function add_item_row(item) {
item = item || {};
var idx = item_index++;
var row = `<tr id="item_row_${idx}">
<td>
<input type="text" class="form-control form-control-sm item_sku"
placeholder="SKU..." value="${escape_html(item.product_sku || '')}" autocomplete="off">
</td>
<td>
<input type="text" class="form-control form-control-sm item_desc"
placeholder="Description..." value="${escape_html(item.description || '')}" autocomplete="off">
</td>
<td>
<input type="number" class="form-control form-control-sm item_qty"
value="${item.quantity || 1}" min="0.0001" step="any" oninput="recalc_totals()">
</td>
<td>
<input type="number" class="form-control form-control-sm item_price"
value="${item.unit_price || 0}" min="0" step="any" oninput="recalc_totals()">
</td>
<td class="item_total text-end align-middle">
${format_number((item.quantity || 1) * (item.unit_price || 0), 2)}
</td>
<td class="align-middle">
<a href="javascript:void(0);" class="link-danger remove_item_btn" onclick="remove_item(${idx})">
<i class="ti ti-trash fs-5"></i>
</a>
</td>
</tr>`;
$('#item_tbody').append(row);
recalc_totals();
}
function remove_item(idx) {
$(`#item_row_${idx}`).remove();
recalc_totals();
}
// ── Collect items from DOM ────────────────────────────────────────────────
function collect_items() {
var items = [];
$('#item_tbody tr').each(function() {
var sku = $(this).find('.item_sku').val().trim();
var desc = $(this).find('.item_desc').val().trim();
var qty = parseFloat($(this).find('.item_qty').val()) || 0;
var price = parseFloat($(this).find('.item_price').val()) || 0;
if (!desc && !sku && qty === 0) return;
items.push({
product_sku: sku,
description: desc,
quantity: qty,
unit_price: price,
total_price: parseFloat((qty * price).toFixed(4)),
});
});
return items;
}
// ── Set UI mode based on status ───────────────────────────────────────────
function set_mode(status) {
status = parseInt(status);
var is_draft = status === 0;
var is_sent = status === 1;
var is_accepted = status === 2;
var is_converted = status === 5;
var is_closed = status >= 2 || status === -1;
var is_editable = is_draft;
// Edit controls
$('#contact, #quotation_date, #valid_until, #notes, #discount, #tax, #btn_add_item')
.prop('disabled', !is_editable);
$('.item_sku, .item_desc, .item_qty, .item_price').prop('disabled', !is_editable);
$('.remove_item_btn').toggleClass('d-none', !is_editable);
// Action buttons
$('#btn_save').toggleClass('d-none', !is_draft);
$('#btn_send').toggleClass('d-none', !is_draft);
$('#btn_accept').toggleClass('d-none', !is_sent);
$('#btn_reject').toggleClass('d-none', !is_sent);
$('#btn_reopen').toggleClass('d-none', is_draft || is_closed);
$('#btn_cancel').toggleClass('d-none', is_closed || (is_draft && !quotation_id));
// Convert to Order — only on Accepted, not yet converted
var show_convert = is_accepted && !is_converted;
$('#hr_convert').toggleClass('d-none', !show_convert);
$('#btn_convert').toggleClass('d-none', !show_convert);
}
// ── Load existing quotation ───────────────────────────────────────────────
function retrieve_quotation() {
if (!quotation_id) return Promise.resolve();
return ajax_request({
url: '<?php echo $server_url?>revenue/api/engine/retrieve_quotation.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: { id: quotation_id },
onSuccess: function(res) {
quotation_data = res.output;
var q = quotation_data;
$('#page_title').text(q.quotation_number);
$('#page_subtitle').text('');
$('#status_card').removeClass('d-none');
$('#badge_status').html(status_badge[String(q.status)] || q.status);
$('#quotation_number_display').text(q.quotation_number);
$('#contact').val(q.contact_name || '');
$('#contact_id').val(q.contact_id || 0);
$('#quotation_date').val(q.quotation_date ? format_date(q.quotation_date) : '');
$('#valid_until').val(q.valid_until ? format_date(q.valid_until) : '');
$('#notes').val(q.notes || '');
$('#discount').val(parseFloat(q.discount) || 0);
$('#tax').val(parseFloat(q.tax) || 0);
$('#item_tbody').empty();
item_index = 0;
(q.items || []).forEach(function(item) { add_item_row(item); });
recalc_totals();
set_mode(q.status);
}
});
}
// ── Save draft ────────────────────────────────────────────────────────────
function save_quotation() {
var items = collect_items();
if (!items.length) {
bootbox.alert('Please add at least one line item.');
return;
}
ajax_request({
url: '<?php echo $server_url?>revenue/api/engine/manage_quotation.php',
autoPrepare: true,
checkRequired: 0,
action: quotation_id ? 'update' : 'create',
data: {
id: quotation_id,
contact_id: $('#contact_id').val() || 0,
quotation_date: to_iso_date($('#quotation_date').val()),
valid_until: to_iso_date($('#valid_until').val()),
items: JSON.stringify(items),
discount: $('#discount').val() || 0,
tax: $('#tax').val() || 0,
notes: $('#notes').val(),
},
onSuccess: function(res) {
if (!quotation_id && res.new_id) {
window.location.href = '<?php echo $server_url?>revenue/manage_quotation.php?id=' + res.new_id;
} else {
retrieve_quotation();
}
}
});
}
// ── Change status ─────────────────────────────────────────────────────────
function change_status(action_type) {
var labels = {
send: 'Mark this quotation as Sent to customer?',
accept: 'Mark this quotation as Accepted?',
reject: 'Mark this quotation as Rejected?',
reopen: 'Reopen this quotation as Draft?',
cancel: 'Cancel this quotation?',
};
bootbox.confirm({
message: labels[action_type] || 'Confirm?',
buttons: {
confirm: { label: 'Confirm', className: 'btn-primary' },
cancel: { label: 'Back', className: 'btn-secondary' }
},
callback: function(result) {
if (!result) return;
ajax_request({
url: '<?php echo $server_url?>revenue/api/engine/update_quotation_status.php',
autoPrepare: true,
checkRequired: 0,
action: 'update',
data: { id: quotation_id, action_type: action_type },
onSuccess: function() {
retrieve_quotation();
}
});
}
});
}
// ── Convert to Order ─────────────────────────────────────────────────────
function convert_to_order() {
bootbox.confirm({
message: 'Convert this quotation to a Pending sales order? WMS staff will assign warehouse locations before confirming.',
buttons: {
confirm: { label: 'Convert to Order', className: 'btn-success' },
cancel: { label: 'Back', className: 'btn-secondary' }
},
callback: function(result) {
if (!result) return;
ajax_request({
url: '<?php echo $server_url?>revenue/api/engine/convert_quotation.php',
autoPrepare: true,
checkRequired: 0,
action: 'create',
data: { quotation_id: quotation_id },
onSuccess: function(res) {
retrieve_quotation(); // reload — status now shows Converted
}
});
}
});
}
// ── Contact autocomplete ──────────────────────────────────────────────────
function init_contact_search() {
$('#contact').autocomplete({
source: function(req, res) {
ajax_request({
url: '<?php echo $server_url?>contact/api/engine/contact.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: { keyword: req.term },
onSuccess: function(data) {
res((data.output || []).map(c => ({
label: c.contact_name,
value: c.contact_name,
id: c.id,
})));
}
});
},
select: function(e, ui) {
$('#contact_id').val(ui.item.id);
}
});
}
// ── Boot ──────────────────────────────────────────────────────────────────
$(async function() {
try {
if (quotation_id) {
await retrieve_quotation();
} else {
var today = flatpickr.formatDate(new Date(), 'd/m/Y');
$('#quotation_date').val(today);
add_item_row();
set_mode(0);
}
flatpickr('#quotation_date', { dateFormat: 'd/m/Y', allowInput: true });
flatpickr('#valid_until', { dateFormat: 'd/m/Y', allowInput: true });
init_contact_search();
} catch(e) { console.log(e); }
});
</script>
</body>
</html>