document number sequence

app/setting/api/engine/document_types.php

@@ -0,0 +1,47 @@
+<?php
+session_start();
+require_once '../../../assets/utils/db_auth.php';
+require_once '../../../assets/utils/classes/DocumentNumberManager.php';
+
+$mgr    = new DocumentNumberManager($pdo2, $company_id);
+$action = $data['action'] ?? '';
+
+try {
+    switch ($action) {
+
+        case 'list':
+            $answer['data']    = $mgr->getAllConfigs();
+            $answer['success'] = 1;
+            break;
+
+        case 'options':
+            $key = trim((string)($data['doc_type_key'] ?? ''));
+            if ($key === '') throw new Exception('doc_type_key is required.');
+            $answer['data']    = $mgr->getConfigsForType($key);
+            $answer['success'] = 1;
+            break;
+
+        case 'save':
+            require_role($user_role, ['owner', 'admin']);
+            $id  = isset($data['id']) && (int)$data['id'] > 0 ? (int)$data['id'] : null;
+            $new_id = $mgr->saveConfig($data, $id);
+            $answer['id']      = $new_id;
+            $answer['message'] = $id ? 'Configuration updated.' : 'Configuration saved.';
+            $answer['success'] = 1;
+            break;
+
+        case 'delete':
+            require_role($user_role, ['owner', 'admin']);
+            $mgr->deleteConfig((int)($data['id'] ?? 0));
+            $answer['message'] = 'Configuration deleted.';
+            $answer['success'] = 1;
+            break;
+
+        default:
+            $answer['message'] = 'Unknown action.';
+    }
+} catch (Exception $e) {
+    $answer['message'] = $e->getMessage();
+}
+
+exit(json_encode($answer));

app/setting/document_types.php

@@ -0,0 +1,254 @@
+<?php
+  session_start();
+  require '../config.php';
+  require '../include_header.php';
+?>
+
+<body>
+  <?php require '../include_topbar.php'; ?>
+  <?php require '../include_setting_sidebar.php'; ?>
+
+  <main id="content" class="content py-15">
+    <div class="container-fluid">
+
+      <!-- Page header -->
+      <div class="row">
+        <div class="col-12">
+          <div class="d-flex flex-column flex-md-row justify-content-between align-items-md-center mb-6 gap-3">
+            <div>
+              <h1 class="fs-3 mb-1">Document Numbering</h1>
+              <p class="mb-0">Configure prefix, format, and sequence digits for each document type</p>
+            </div>
+            <div>
+              <button class="btn btn-primary" onclick="open_add_modal()">
+                <i class="ti ti-plus me-1"></i>Add Prefix
+              </button>
+            </div>
+          </div>
+        </div>
+      </div>
+
+      <!-- Table -->
+      <div class="row">
+        <div class="col-12">
+          <div class="card">
+            <div class="card-body p-0">
+              <div class="table-responsive">
+                <table class="table table-hover mb-0" id="dt_table">
+                  <thead class="table-light">
+                    <tr>
+                      <th>Document Type</th>
+                      <th>Prefix</th>
+                      <th>Format</th>
+                      <th>Digits</th>
+                      <th>Manual Entry</th>
+                      <th class="text-end">Actions</th>
+                    </tr>
+                  </thead>
+                  <tbody id="dt_tbody">
+                    <tr><td colspan="6" class="text-center py-4 text-muted">Loading…</td></tr>
+                  </tbody>
+                </table>
+              </div>
+            </div>
+          </div>
+        </div>
+      </div>
+
+    </div>
+  </main>
+
+  <!-- Add / Edit modal -->
+  <div class="modal fade" id="dt_modal" tabindex="-1">
+    <div class="modal-dialog">
+      <div class="modal-content">
+        <div class="modal-header">
+          <h5 class="modal-title" id="dt_modal_title">Add Prefix</h5>
+          <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+        </div>
+        <div class="modal-body">
+          <input type="hidden" id="dt_id">
+          <div class="mb-3">
+            <label class="form-label">Document Type <span class="text-danger">*</span></label>
+            <select class="form-select" id="dt_key">
+              <option value="quotation">Quotation</option>
+              <option value="sales_order">Sales Order</option>
+              <option value="invoice">Sales Invoice</option>
+              <option value="credit_note">Sales Credit Note</option>
+              <option value="purchase_request">Purchase Request</option>
+              <option value="purchase_order">Purchase Order</option>
+              <option value="purchase_invoice">Purchase Invoice</option>
+              <option value="supplier_credit_note">Supplier Credit Note</option>
+              <option value="receipt">Receipt</option>
+              <option value="receipt_billing">Receipt Billing</option>
+              <option value="payment">Payment</option>
+              <option value="payment_billing">Payment Billing</option>
+              <option value="manual">Manual Journal</option>
+              <option value="return">Customer Return</option>
+              <option value="supplier_return">Supplier Return</option>
+            </select>
+          </div>
+          <div class="mb-3">
+            <label class="form-label">Prefix <span class="text-danger">*</span></label>
+            <input type="text" class="form-control text-uppercase" id="dt_prefix" maxlength="20" placeholder="e.g. INV">
+            <div class="form-text">Uppercase letters and numbers only. Will be auto-uppercased on save.</div>
+          </div>
+          <div class="mb-3">
+            <label class="form-label">Format</label>
+            <select class="form-select" id="dt_format">
+              <option value="YYMM">YYMM — e.g. INV-2605-00001</option>
+              <option value="YY">YY — e.g. INV-26-00001</option>
+              <option value="YYMMDD">YYMMDD — e.g. INV-260525-00001</option>
+              <option value="none">None — e.g. INV-00001</option>
+            </select>
+          </div>
+          <div class="mb-3">
+            <label class="form-label">Sequence Digits</label>
+            <input type="number" class="form-control" id="dt_digits" min="5" max="20" value="5">
+            <div class="form-text">Minimum 5. Zero-padded running number length.</div>
+          </div>
+          <div class="form-check form-switch">
+            <input class="form-check-input" type="checkbox" id="dt_manual" checked>
+            <label class="form-check-label" for="dt_manual">Allow manual number entry</label>
+          </div>
+        </div>
+        <div class="modal-footer">
+          <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
+          <button type="button" class="btn btn-primary" onclick="save_config()">Save</button>
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <script>
+  const API = '<?php echo $server_url; ?>setting/api/engine/document_types.php';
+
+  const FORMAT_LABELS = {
+    YY:     'YY',
+    YYMM:   'YYMM',
+    YYMMDD: 'YYMMDD',
+    none:   'None',
+  };
+
+  const KEY_LABELS = {
+    quotation:            'Quotation',
+    sales_order:          'Sales Order',
+    invoice:              'Sales Invoice',
+    credit_note:          'Sales Credit Note',
+    purchase_request:     'Purchase Request',
+    purchase_order:       'Purchase Order',
+    purchase_invoice:     'Purchase Invoice',
+    supplier_credit_note: 'Supplier Credit Note',
+    receipt:              'Receipt',
+    receipt_billing:      'Receipt Billing',
+    payment:              'Payment',
+    payment_billing:      'Payment Billing',
+    manual:               'Manual Journal',
+    return:               'Customer Return',
+    supplier_return:      'Supplier Return',
+  };
+
+  function load_configs() {
+    ajax_request({
+      url:         API,
+      autoPrepare: true,
+      action:      'list',
+      onSuccess: function(res) {
+        render_table(res.data || []);
+      }
+    });
+  }
+
+  function render_table(rows) {
+    const tbody = document.getElementById('dt_tbody');
+    if (!rows.length) {
+      tbody.innerHTML = '<tr><td colspan="6" class="text-center py-4 text-muted">No configurations found.</td></tr>';
+      return;
+    }
+    tbody.innerHTML = rows.map(r => `
+      <tr>
+        <td>${KEY_LABELS[r.doc_type_key] || r.doc_type_key}</td>
+        <td><span class="badge bg-secondary">${r.prefix}</span></td>
+        <td>${FORMAT_LABELS[r.format_type] || r.format_type}</td>
+        <td>${r.sequence_digits}</td>
+        <td>${r.allow_manual ? '<span class="badge bg-success-subtle text-success">Yes</span>' : '<span class="badge bg-secondary-subtle text-secondary">No</span>'}</td>
+        <td class="text-end">
+          <button class="btn btn-sm btn-outline-secondary me-1" onclick='open_edit_modal(${JSON.stringify(r)})'>
+            <i class="ti ti-pencil"></i>
+          </button>
+          ${r.id ? `<button class="btn btn-sm btn-outline-danger" onclick="delete_config(${r.id})">
+            <i class="ti ti-trash"></i>
+          </button>` : ''}
+        </td>
+      </tr>
+    `).join('');
+  }
+
+  function open_add_modal() {
+    document.getElementById('dt_modal_title').textContent = 'Add Prefix';
+    document.getElementById('dt_id').value     = '';
+    document.getElementById('dt_key').value    = 'quotation';
+    document.getElementById('dt_key').disabled = false;
+    document.getElementById('dt_prefix').value = '';
+    document.getElementById('dt_format').value = 'YYMM';
+    document.getElementById('dt_digits').value = '5';
+    document.getElementById('dt_manual').checked = true;
+    bootstrap.Modal.getOrCreateInstance(document.getElementById('dt_modal')).show();
+  }
+
+  function open_edit_modal(r) {
+    document.getElementById('dt_modal_title').textContent = 'Edit Prefix';
+    document.getElementById('dt_id').value     = r.id || '';
+    document.getElementById('dt_key').value    = r.doc_type_key;
+    document.getElementById('dt_key').disabled = true;
+    document.getElementById('dt_prefix').value = r.prefix;
+    document.getElementById('dt_format').value = r.format_type;
+    document.getElementById('dt_digits').value = r.sequence_digits;
+    document.getElementById('dt_manual').checked = r.allow_manual == 1;
+    bootstrap.Modal.getOrCreateInstance(document.getElementById('dt_modal')).show();
+  }
+
+  function save_config() {
+    const id     = document.getElementById('dt_id').value;
+    const key    = document.getElementById('dt_key').value;
+    const prefix = document.getElementById('dt_prefix').value.trim().toUpperCase();
+    const format = document.getElementById('dt_format').value;
+    const digits = parseInt(document.getElementById('dt_digits').value, 10);
+    const manual = document.getElementById('dt_manual').checked ? 1 : 0;
+
+    if (!prefix) { bootbox.alert('Prefix is required.'); return; }
+
+    ajax_request({
+      url:         API,
+      autoPrepare: true,
+      action:      'save',
+      data: { id: id || null, doc_type_key: key, prefix, format_type: format, sequence_digits: digits, allow_manual: manual },
+      onSuccess: function(res) {
+        bootstrap.Modal.getOrCreateInstance(document.getElementById('dt_modal')).hide();
+        bootbox.alert(res.message || 'Saved.');
+        load_configs();
+      }
+    });
+  }
+
+  function delete_config(id) {
+    bootbox.confirm('Delete this prefix configuration?', function(ok) {
+      if (!ok) return;
+      ajax_request({
+        url:         API,
+        autoPrepare: true,
+        action:      'delete',
+        data:        { id },
+        onSuccess: function(res) {
+          bootbox.alert(res.message || 'Deleted.');
+          load_configs();
+        }
+      });
+    });
+  }
+
+  load_configs();
+  </script>
+
+</body>
+</html>