accounting workflows

This commit is contained in:
Thanakorn S
2026-05-20 10:17:02 +07:00
parent 04a683bd02
commit 7396db6ffc
199 changed files with 23539 additions and 5345 deletions
+91 -45
View File
@@ -2,60 +2,104 @@
session_start();
require '../../../assets/utils/db_auth.php';
require '../../../assets/utils/classes/OrderManager.php';
require '../../../assets/utils/classes/QuotationManager.php';
$quotation_id = (int)($data['quotation_id'] ?? 0);
$convert_items = $data['convert_items'] ?? [];
$quotation_id = (int)($data['quotation_id'] ?? 0);
if (!$quotation_id) {
exit(json_encode(['success' => 0, 'message' => 'Quotation ID required']));
exit(json_encode(['success' => 0, 'message' => 'Quotation ID required.']));
}
// Load quotation — must be Accepted (status=2)
$sth = $pdo2->prepare(
"SELECT q.*, c.contact_name
FROM ac_quotation q
LEFT JOIN md_contact c ON c.id = q.contact_id
WHERE q.id = :id AND q.company_id = :cid AND q.status = 2
LIMIT 1"
);
$sth->execute([':id' => $quotation_id, ':cid' => $company_id]);
$q = $sth->fetch(PDO::FETCH_ASSOC);
$qm = new QuotationManager($pdo2, $company_id);
if (!$q) {
exit(json_encode(['success' => 0, 'message' => 'Quotation not found or not in Accepted status']));
// Load quotation — must be Accepted
$q = $qm->getById($quotation_id);
if (!$q || (int)$q['status'] !== 2) {
exit(json_encode(['success' => 0, 'message' => 'Quotation not found or not in Accepted status.']));
}
// Check not already converted
if ((int)$q['order_id'] > 0) {
exit(json_encode(['success' => 0, 'message' => 'Quotation has already been converted to an order']));
$qt_items = $q['items'];
if (empty($qt_items)) {
exit(json_encode(['success' => 0, 'message' => 'Quotation has no items.']));
}
// Map quotation items → order items (warehouse_id left 0 = to be filled by WMS)
$qt_items = json_decode($q['items'] ?? '[]', true) ?: [];
if ((float)$q['total_remaining'] <= 0.000001) {
exit(json_encode(['success' => 0, 'message' => 'Quotation is already fully converted.']));
}
// Index by item_id for validation
$qt_by_id = [];
foreach ($qt_items as $qi) {
$qt_by_id[(int)$qi['item_id']] = $qi;
}
// Default to all remaining when caller sends no selection
if (empty($convert_items)) {
$convert_items = [];
foreach ($qt_items as $qi) {
$remaining = (float)$qi['remaining_qty'];
if ($remaining > 0.000001) {
$convert_items[] = ['item_id' => (int)$qi['item_id'], 'quantity' => $remaining];
}
}
}
// Validate quantities and build order items
$ord_items = [];
foreach ($qt_items as $i => $qi) {
$validated = [];
foreach ($convert_items as $ci) {
$item_id = (int)($ci['item_id'] ?? 0);
$qty = (float)($ci['quantity'] ?? 0);
if ($qty <= 0) continue;
if (!isset($qt_by_id[$item_id])) {
exit(json_encode(['success' => 0, 'message' => "Item #{$item_id} not found in this quotation."]));
}
$qi = $qt_by_id[$item_id];
$remaining = (float)$qi['remaining_qty'];
if ($qty - $remaining > 0.000001) {
$name = $qi['product_name'] ?: $qi['product_sku'];
exit(json_encode([
'success' => 0,
'message' => "Cannot convert {$qty} for \"{$name}\": only {$remaining} remaining.",
]));
}
$unit_price = (float)$qi['unit_price'];
$total_price = round($qty * $unit_price, 4);
$tax_amount = round($total_price * (float)($qi['tax_amount'] / max((float)$qi['total_price'], 0.000001)), 4);
$ord_items[] = [
'item_id' => $i,
'product_sku' => $qi['product_sku'] ?? '',
'product_name' => $qi['description'] ?? '',
'warehouse_id' => 0,
'zone' => '',
'aisle' => '',
'rack' => '',
'lot_number' => '',
'serial_number' => '',
'quantity' => (float)($qi['quantity'] ?? 0),
'price' => (float)($qi['unit_price'] ?? 0),
'total_price' => (float)($qi['total_price'] ?? 0),
'stock_out_id' => 0,
'item_id' => $item_id - 1,
'product_sku' => $qi['product_sku'],
'product_name' => $qi['product_name'],
'warehouse_id' => 0,
'lot_number' => '',
'quantity' => $qty,
'unit_price' => $unit_price,
'total_price' => $total_price,
'tax_amount' => $tax_amount,
'stock_out_id' => 0,
];
$validated[] = ['item_id' => $item_id, 'quantity' => $qty];
}
if (empty($ord_items)) {
exit(json_encode(['success' => 0, 'message' => 'No valid items to convert.']));
}
$order_data = [
'quotation_id' => $quotation_id,
'source' => 'quotation',
'source_id' => $quotation_id,
'contact_id' => (int)$q['contact_id'],
'department_id'=> (int)($q['department_id'] ?? 0),
'order_date' => date('Y-m-d'),
'items' => $ord_items,
'discount' => (float)$q['discount'],
'tax' => (float)$q['tax'],
'discount' => 0,
'shipping_fee' => 0,
'shipping_tracking_number' => '',
'notes' => $q['notes'] ?? '',
@@ -64,21 +108,23 @@ $order_data = [
try {
$new_order_id = null;
dbTransaction($pdo2, function($pdo) use ($order_data, $company_id, $logging, $quotation_id, &$new_order_id) {
$order = new OrderManager($pdo, $company_id);
$new_order_id = $order->saveOrder($order_data, $logging);
dbTransaction($pdo2, function($pdo) use (
$order_data, $company_id, $logging, $quotation_id, $validated, $qm, &$new_order_id
) {
$om = new OrderManager($pdo, $company_id);
$new_order_id = $om->saveOrder($order_data, $logging);
// Mark quotation as Converted and link order_id
$pdo->prepare(
"UPDATE ac_quotation SET status = 5, order_id = :oid
WHERE id = :id AND company_id = :cid"
)->execute([':oid' => $new_order_id, ':id' => $quotation_id, ':cid' => $company_id]);
$qm2 = new QuotationManager($pdo, $company_id);
$qm2->incrementConvertedQty($quotation_id, $validated);
});
$answer['success'] = 1;
$answer['message'] = 'Order created successfully';
$answer['message'] = 'Order created successfully.';
$answer['order_id'] = $new_order_id;
} catch (PDOException $e) {
$answer['message'] = 'Database error, please try again.';
http_response_code(500);
} catch (Exception $e) {
$answer['message'] = $e->getMessage();
http_response_code(400);
@@ -0,0 +1,29 @@
<?php
session_start();
require '../../../assets/utils/db_auth.php';
require_role($user_role, ['owner', 'admin', 'staff']);
require '../../../assets/utils/classes/InvoiceManager.php';
try {
$new_id = null;
dbTransaction($pdo2, function($pdo) use ($data, $company_id, $logging, &$new_id) {
$inv = new InvoiceManager($pdo, $company_id);
$new_id = $inv->createManualCreditNote($data, $logging);
});
$answer['success'] = 1;
$answer['new_id'] = $new_id;
$answer['message'] = 'Credit note created.';
} catch (PDOException $e) {
$answer['message'] = 'Database error, please try again.';
http_response_code(500);
} catch (Exception $e) {
$answer['message'] = $e->getMessage();
http_response_code(400);
}
exit(json_encode($answer));
?>
+54
View File
@@ -0,0 +1,54 @@
<?php
session_start();
require '../../../assets/utils/db_auth.php';
require '../../../assets/utils/classes/OrderManager.php';
$action = $data['action'] ?? '';
$data['items'] = json_decode($data['items'] ?? '[]', true) ?: [];
if (!in_array($action, ['create', 'update'], true)) {
exit(json_encode(['success' => 0, 'message' => 'Unknown action']));
}
if (empty($data['items'])) {
exit(json_encode(['success' => 0, 'message' => 'At least one item is required']));
}
try {
$new_id = null;
dbTransaction($pdo2, function($pdo) use ($data, $action, $company_id, $logging, &$new_id) {
$order = new OrderManager($pdo, $company_id);
if ($action === 'create') {
$data['source'] = 'revenue';
$data['source_id'] = 0;
} else {
$id = (int)($data['id'] ?? 0);
if (!$id) {
throw new Exception('Order ID required.');
}
$order->assertRevenueOrderEditable($id);
}
$new_id = $order->saveOrder($data, $logging);
});
$answer['success'] = 1;
$answer['message'] = $action === 'create' ? 'Sales order created' : 'Sales order updated';
if ($new_id) {
$answer['new_id'] = $new_id;
}
} catch (PDOException $e) {
$answer['message'] = 'Database error, please try again.';
http_response_code(500);
} catch (Exception $e) {
$answer['message'] = $e->getMessage();
http_response_code(400);
}
exit(json_encode($answer));
?>
+24 -96
View File
@@ -1,107 +1,35 @@
<?php
session_start();
require '../../../assets/utils/db_auth.php';
require '../../../assets/utils/classes/QuotationManager.php';
$action = $data['action'] ?? '';
$id = (int)($data['id'] ?? 0);
$items = json_decode($data['items'] ?? '[]', true) ?: [];
// ── Generate quotation number ─────────────────────────────────────────────────
function generate_quotation_number(PDO $pdo, int $cid): string {
$prefix = 'QT-' . date('Ym') . '-';
$sql = "SELECT quotation_number FROM ac_quotation
WHERE company_id = :cid AND quotation_number LIKE :prefix
ORDER BY id DESC LIMIT 1";
$sth = $pdo->prepare($sql);
$sth->execute([':cid' => $cid, ':prefix' => $prefix . '%']);
$last = $sth->fetchColumn();
$seq = $last ? ((int)substr($last, -4) + 1) : 1;
return $prefix . str_pad($seq, 4, '0', STR_PAD_LEFT);
}
$qm = new QuotationManager($pdo2, $company_id);
// ── Compute totals from items ─────────────────────────────────────────────────
function compute_totals(array $items, float $discount, float $tax): array {
$subtotal = array_sum(array_map(fn($i) => (float)($i['total_price'] ?? 0), $items));
$grand = $subtotal - $discount + $tax;
return [round($subtotal, 4), round(max(0, $grand), 4)];
}
if ($action === 'create') {
$items = json_decode($data['items'] ?? '[]', true) ?: [];
$discount = (float)($data['discount'] ?? 0);
$tax = (float)($data['tax'] ?? 0);
[$subtotal, $grand] = compute_totals($items, $discount, $tax);
$qnum = generate_quotation_number($pdo2, $company_id);
$sql = "INSERT INTO ac_quotation
(company_id, uuid, quotation_number, contact_id, quotation_date, valid_until,
status, subtotal, discount, tax, grand_total, items, notes, log, created_at)
VALUES
(:cid, :uuid, :qnum, :contact_id, :qdate, :valid_until,
0, :sub, :disc, :tax, :grand, :items, :notes, :log, NOW())";
$sth = $pdo2->prepare($sql);
$sth->execute([
':cid' => $company_id,
':uuid' => $uuid,
':qnum' => $qnum,
':contact_id' => (int)($data['contact_id'] ?? 0),
':qdate' => $data['quotation_date'] ?: null,
':valid_until'=> $data['valid_until'] ?: null,
':sub' => $subtotal,
':disc' => $discount,
':tax' => $tax,
':grand' => $grand,
':items' => json_encode($items),
':notes' => $data['notes'] ?? '',
':log' => json_encode($logging),
]);
$answer['success'] = 1;
$answer['message'] = 'Quotation created';
$answer['new_id'] = (int)$pdo2->lastInsertId();
$answer['quotation_number'] = $qnum;
} elseif ($action === 'update') {
if (!$id) { exit(json_encode(['success' => 0, 'message' => 'ID required'])); }
$items = json_decode($data['items'] ?? '[]', true) ?: [];
$discount = (float)($data['discount'] ?? 0);
$tax = (float)($data['tax'] ?? 0);
[$subtotal, $grand] = compute_totals($items, $discount, $tax);
$sql = "UPDATE ac_quotation SET
contact_id = :contact_id,
quotation_date = :qdate,
valid_until = :valid_until,
subtotal = :sub,
discount = :disc,
tax = :tax,
grand_total = :grand,
items = :items,
notes = :notes
WHERE id = :id AND company_id = :cid AND status = 0";
$sth = $pdo2->prepare($sql);
$sth->execute([
':contact_id' => (int)($data['contact_id'] ?? 0),
':qdate' => $data['quotation_date'] ?: null,
':valid_until' => $data['valid_until'] ?: null,
':sub' => $subtotal,
':disc' => $discount,
':tax' => $tax,
':grand' => $grand,
':items' => json_encode($items),
':notes' => $data['notes'] ?? '',
':id' => $id,
':cid' => $company_id,
]);
$answer['success'] = 1;
$answer['message'] = 'Quotation updated';
} else {
$answer['message'] = 'Unknown action';
try {
if ($action === 'create') {
require_role($user_role, ['owner', 'admin', 'staff']);
$new_id = $qm->save(array_merge($data, ['id' => 0, 'items' => $items]), $logging);
$answer['success'] = 1;
$answer['message'] = 'Quotation created.';
$answer['new_id'] = $new_id;
} elseif ($action === 'update') {
require_role($user_role, ['owner', 'admin', 'staff']);
$qm->save(array_merge($data, ['id' => $id, 'items' => $items]), $logging);
$answer['success'] = 1;
$answer['message'] = 'Quotation updated.';
} else {
throw new Exception('Unknown action.');
}
} catch (PDOException $e) {
$answer['message'] = 'Database error, please try again.';
http_response_code(500);
} catch (Exception $e) {
$answer['message'] = $e->getMessage();
http_response_code(400);
}
exit(json_encode($answer));
@@ -0,0 +1,40 @@
<?php
session_start();
require '../../../assets/utils/db_auth.php';
require_role($user_role, ['owner', 'admin', 'staff']);
require '../../../assets/utils/classes/OrderManager.php';
require '../../../assets/utils/classes/InvoiceManager.php';
$order_id = (int)($data['order_id'] ?? 0);
if (!$order_id) {
$answer['message'] = 'Invalid order ID.';
http_response_code(400);
exit(json_encode($answer));
}
try {
$new_id = null;
dbTransaction($pdo2, function($pdo) use ($order_id, $company_id, $logging, &$new_id) {
$order = new OrderManager($pdo, $company_id);
$order->assertRevenueOrder($order_id);
$inv = new InvoiceManager($pdo, $company_id);
$new_id = $inv->createFromOrder($order_id, $logging);
});
$answer['success'] = 1;
$answer['new_id'] = $new_id;
} catch (PDOException $e) {
$answer['message'] = 'Database error, please try again.';
http_response_code(500);
} catch (Exception $e) {
$answer['message'] = $e->getMessage();
http_response_code(400);
}
exit(json_encode($answer));
?>
+8 -13
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@@ -1,19 +1,14 @@
<?php
session_start();
require '../../../assets/utils/db_auth.php';
require '../../../assets/utils/classes/QuotationManager.php';
$sql = "SELECT
COUNT(*) AS total,
SUM(status = 0) AS draft,
SUM(status = 1) AS sent,
SUM(status = 2) AS accepted,
SUM(status = 3) AS rejected
FROM ac_quotation
WHERE company_id = :cid";
$sth = $pdo2->prepare($sql);
$sth->execute([':cid' => $company_id]);
$row = $sth->fetch(PDO::FETCH_ASSOC);
try {
$quotation = new QuotationManager($pdo2, $company_id);
$answer['output'] = $quotation->getStats();
$answer['success'] = 1;
} catch (Exception $e) {
$answer['message'] = $e->getMessage();
}
$answer['success'] = 1;
$answer['output'] = $row;
exit(json_encode($answer));
+8 -20
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@@ -1,32 +1,20 @@
<?php
session_start();
require '../../../assets/utils/db_auth.php';
require '../../../assets/utils/classes/QuotationManager.php';
$id = (int)($data['id'] ?? 0);
$qm = new QuotationManager($pdo2, $company_id);
if ($id) {
// Single quotation
$sql = "SELECT q.*, c.contact_name
FROM ac_quotation q
LEFT JOIN md_contact c ON c.id = q.contact_id
WHERE q.id = :id AND q.company_id = :cid
LIMIT 1";
$sth = $pdo2->prepare($sql);
$sth->execute([':id' => $id, ':cid' => $company_id]);
$row = $sth->fetch(PDO::FETCH_ASSOC);
if (!$row) { exit(json_encode(['success' => 0, 'message' => 'Not found'])); }
$row['items'] = json_decode($row['items'] ?? '[]', true);
$row = $qm->getById($id);
if (!$row) {
http_response_code(404);
exit(json_encode(['success' => 0, 'message' => 'Not found.']));
}
$answer['output'] = $row;
} else {
// List
$sql = "SELECT q.*, c.contact_name
FROM ac_quotation q
LEFT JOIN md_contact c ON c.id = q.contact_id
WHERE q.company_id = :cid
ORDER BY q.id DESC";
$sth = $pdo2->prepare($sql);
$sth->execute([':cid' => $company_id]);
$answer['output'] = $sth->fetchAll(PDO::FETCH_ASSOC);
$answer['output'] = $qm->getList();
}
$answer['success'] = 1;
@@ -1,42 +1,27 @@
<?php
session_start();
require '../../../assets/utils/db_auth.php';
require '../../../assets/utils/classes/QuotationManager.php';
$id = (int)($data['id'] ?? 0);
$action = $data['action_type'] ?? '';
$id = (int)($data['id'] ?? 0);
$action = $data['action_type'] ?? '';
if (!$id || !$action) {
exit(json_encode(['success' => 0, 'message' => 'ID and action required']));
exit(json_encode(['success' => 0, 'message' => 'ID and action are required.']));
}
// Load current status
$sth = $pdo2->prepare("SELECT status FROM ac_quotation WHERE id = :id AND company_id = :cid LIMIT 1");
$sth->execute([':id' => $id, ':cid' => $company_id]);
$row = $sth->fetch(PDO::FETCH_ASSOC);
if (!$row) { exit(json_encode(['success' => 0, 'message' => 'Not found'])); }
$qm = new QuotationManager($pdo2, $company_id);
$cur = (int)$row['status'];
$transitions = [
'send' => ['from' => [0], 'to' => 1, 'label' => 'Sent'],
'accept' => ['from' => [1], 'to' => 2, 'label' => 'Accepted'],
'reject' => ['from' => [1], 'to' => 3, 'label' => 'Rejected'],
'reopen' => ['from' => [1,2,3],'to' => 0, 'label' => 'Draft'],
'cancel' => ['from' => [0,1], 'to' => -1,'label' => 'Cancelled'],
];
if (!isset($transitions[$action])) {
exit(json_encode(['success' => 0, 'message' => 'Invalid action']));
try {
$qm->updateStatus($id, $action, $logging);
$answer['success'] = 1;
$answer['message'] = 'Status updated.';
} catch (PDOException $e) {
$answer['message'] = 'Database error, please try again.';
http_response_code(500);
} catch (Exception $e) {
$answer['message'] = $e->getMessage();
http_response_code(400);
}
$t = $transitions[$action];
if (!in_array($cur, $t['from'], true)) {
exit(json_encode(['success' => 0, 'message' => 'Transition not allowed from current status']));
}
$sth = $pdo2->prepare("UPDATE ac_quotation SET status = :status WHERE id = :id AND company_id = :cid");
$sth->execute([':status' => $t['to'], ':id' => $id, ':cid' => $company_id]);
$answer['success'] = 1;
$answer['message'] = 'Status updated to ' . $t['label'];
exit(json_encode($answer));
+400 -6
View File
@@ -11,18 +11,176 @@
<main id="content" class="content py-15">
<div class="container-fluid">
<div class="row mb-6">
<div class="row">
<div class="col-12">
<h1 class="fs-3 mb-1">Sales Invoices</h1>
<p class="mb-0 text-muted">Sales invoice management</p>
<div class="mb-6 d-flex justify-content-between align-items-center">
<div>
<h1 class="fs-3 mb-1">Sales Invoices</h1>
<p class="mb-0 text-muted">All sales invoices and credit notes</p>
</div>
<a href="<?php echo $server_url?>revenue/manage_credit_note.php" class="btn btn-primary">
<i class="ti ti-plus me-1"></i>New Credit Note
</a>
</div>
</div>
</div>
<div class="row g-5 mb-5">
<div class="col-lg-3 col-sm-6 col-12">
<div class="card p-4">
<div class="d-flex align-items-center gap-3">
<div class="icon-shape icon-md bg-primary bg-opacity-10 text-primary rounded-2">
<i class="ti ti-file-invoice fs-4"></i>
</div>
<div>
<p class="mb-0 text-muted small">Invoices</p>
<h3 class="fw-bold mb-0" id="stat_invoice">—</h3>
</div>
</div>
</div>
</div>
<div class="col-lg-3 col-sm-6 col-12">
<div class="card p-4">
<div class="d-flex align-items-center gap-3">
<div class="icon-shape icon-md bg-success bg-opacity-10 text-success rounded-2">
<i class="ti ti-circle-check fs-4"></i>
</div>
<div>
<p class="mb-0 text-muted small">Paid</p>
<h3 class="fw-bold mb-0" id="stat_paid">—</h3>
</div>
</div>
</div>
</div>
<div class="col-lg-3 col-sm-6 col-12">
<div class="card p-4">
<div class="d-flex align-items-center gap-3">
<div class="icon-shape icon-md bg-warning bg-opacity-10 text-warning rounded-2">
<i class="ti ti-clock fs-4"></i>
</div>
<div>
<p class="mb-0 text-muted small">Open</p>
<h3 class="fw-bold mb-0" id="stat_open">—</h3>
</div>
</div>
</div>
</div>
<div class="col-lg-3 col-sm-6 col-12">
<div class="card p-4">
<div class="d-flex align-items-center gap-3">
<div class="icon-shape icon-md bg-danger bg-opacity-10 text-danger rounded-2">
<i class="ti ti-file-minus fs-4"></i>
</div>
<div>
<p class="mb-0 text-muted small">Credit Notes</p>
<h3 class="fw-bold mb-0" id="stat_cn">—</h3>
</div>
</div>
</div>
</div>
</div>
<div class="row mb-5">
<div class="col-12">
<ul class="nav nav-tabs" id="invoice_tabs">
<li class="nav-item">
<a class="nav-link active" href="#" onclick="switch_tab('invoice'); return false;">
<i class="ti ti-file-invoice me-1"></i>Invoices
</a>
</li>
<li class="nav-item">
<a class="nav-link" href="#" onclick="switch_tab('credit_note'); return false;">
<i class="ti ti-file-minus me-1"></i>Credit Notes
</a>
</li>
</ul>
</div>
</div>
<div class="row g-5 mb-5">
<div class="col-12">
<div class="card">
<div class="card-body p-4">
<div class="row g-3 align-items-end">
<div class="col-lg-4">
<div class="position-relative">
<input type="text" id="search_input" class="form-control ps-9"
placeholder="Search invoice number, order number, or contact...">
<span class="position-absolute top-25 ms-4">
<i class="ti ti-search text-muted"></i>
</span>
</div>
</div>
<div class="col-lg-2">
<select id="filter_status" class="form-select">
<option value="">All Status</option>
<option value="0">Draft</option>
<option value="1">Issued</option>
<option value="2">Paid</option>
<option value="overdue">Overdue</option>
<option value="4">Void</option>
</select>
</div>
<div class="col-lg-2">
<select id="filter_dept" class="form-select">
<option value="">All Departments</option>
</select>
</div>
<div class="col-lg-2">
<button class="btn btn-secondary w-100" onclick="retrieve_invoices()">
<i class="ti ti-search me-1"></i>Search
</button>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row">
<div class="col-12">
<div class="card p-5 text-center text-muted">
<i class="ti ti-file-invoice fs-1 mb-3 d-block"></i>
<p class="mb-0">Sales Invoices coming soon.</p>
<div class="card">
<div class="card-body p-5">
<div class="table-responsive">
<table class="table table-hover mb-0 table-centered" id="invoice_list">
<thead class="table-primary border-light">
<tr>
<th>Invoice #</th>
<th>Order #</th>
<th>Contact</th>
<th>Department</th>
<th>Issued Date</th>
<th>Due Date</th>
<th>Grand Total</th>
<th>GL Formula</th>
<th>Status</th>
<th>Action</th>
</tr>
</thead>
<tbody></tbody>
<tfoot></tfoot>
</table>
<table class="table table-hover mb-0 table-centered d-none" id="cn_list">
<thead class="table-warning border-light">
<tr>
<th>CN #</th>
<th>Order #</th>
<th>Ref Invoice #</th>
<th>Contact</th>
<th>Department</th>
<th>Date</th>
<th>Amount</th>
<th>GL Formula</th>
<th>Status</th>
<th>Action</th>
</tr>
</thead>
<tbody></tbody>
<tfoot></tfoot>
</table>
</div>
</div>
</div>
</div>
</div>
@@ -32,5 +190,241 @@
<?php require '../include_ending.php'; ?>
<script>
var current_tab = <?php echo json_encode($_GET['tab'] ?? 'invoice'); ?>;
var all_invoices = [];
var formula_map = {};
function is_invoice_overdue(status, due_date) {
if (String(status) !== '1' || !due_date) return false;
var d = new Date();
var today = d.getFullYear() + '-' + String(d.getMonth() + 1).padStart(2, '0') + '-' + String(d.getDate()).padStart(2, '0');
return due_date < today;
}
function invoice_status_badge(status, due_date, payment_state, doc_type) {
if (payment_state === 'partial') {
return '<span class="badge bg-warning text-dark">Partial</span>';
}
if (payment_state === 'paid') {
return doc_type === 'credit_note'
? '<span class="badge bg-success">Settled</span>'
: '<span class="badge bg-success">Paid</span>';
}
if (is_invoice_overdue(status, due_date)) {
return '<span class="badge bg-danger">Overdue</span>';
}
const map = {
'0': '<span class="badge bg-secondary">Draft</span>',
'1': '<span class="badge bg-info text-white">Issued</span>',
'2': '<span class="badge bg-success">Paid</span>',
'4': '<span class="badge bg-light text-dark">Void</span>',
};
return map[String(status)] || '—';
}
function switch_tab(tab) {
current_tab = tab;
$('#invoice_tabs .nav-link').each(function() {
var active = $(this).attr('onclick').includes("'" + tab + "'");
$(this).toggleClass('active', active);
});
$('#invoice_list').toggleClass('d-none', tab !== 'invoice');
$('#cn_list').toggleClass('d-none', tab !== 'credit_note');
if (tab === 'credit_note') {
$('#filter_status').html(`
<option value="">All Status</option>
<option value="1">Issued</option>
<option value="4">Void</option>
`);
} else {
$('#filter_status').html(`
<option value="">All Status</option>
<option value="0">Draft</option>
<option value="1">Issued</option>
<option value="2">Paid</option>
<option value="overdue">Overdue</option>
<option value="4">Void</option>
`);
}
retrieve_invoices();
}
function update_stats() {
$('#stat_invoice').text(format_number(all_invoices.filter(i => i.doc_type === 'invoice').length));
$('#stat_paid').text(format_number(all_invoices.filter(i => i.doc_type === 'invoice' && String(i.status) === '2').length));
$('#stat_open').text(format_number(all_invoices.filter(i => i.doc_type === 'invoice' && ['0', '1'].includes(String(i.status))).length));
$('#stat_cn').text(format_number(all_invoices.filter(i => i.doc_type === 'credit_note').length));
}
function load_formula_map() {
return ajax_request({
url: '<?php echo $server_url?>accounting/api/engine/account_formula.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: {},
onSuccess: function(res) {
formula_map = {};
$.each(res.output || [], function(i, f) {
formula_map[f.id] = f.formula_name;
});
}
});
}
function retrieve_stats_source() {
return ajax_request({
url: '<?php echo $server_url?>order/api/engine/retrieve_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: { doc_type: '' },
onSuccess: function(res) {
all_invoices = res.output || [];
update_stats();
}
});
}
function retrieve_invoices() {
return ajax_request({
url: '<?php echo $server_url?>order/api/engine/retrieve_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: { doc_type: current_tab },
onSuccess: function(res) {
var all = res.output || [];
var keyword = $('#search_input').val().toLowerCase();
var status = $('#filter_status').val();
var fil_dept = $('#filter_dept').val();
var data = all.filter(function(inv) {
var match_kw = !keyword ||
(inv.invoice_number || '').toLowerCase().includes(keyword) ||
(inv.order_number || '').toLowerCase().includes(keyword) ||
(inv.contact_name || '').toLowerCase().includes(keyword);
var match_status = status === ''
|| String(inv.status) === status
|| (status === 'overdue' && is_invoice_overdue(inv.status, inv.due_date));
var match_dept = !fil_dept || String(inv.department_id) === fil_dept;
return match_kw && match_status && match_dept;
});
if (current_tab === 'invoice') {
render_invoice_table(data);
} else {
render_cn_table(data);
}
}
});
}
function render_invoice_table(data) {
alasql('DROP TABLE IF EXISTS invoice_list');
alasql('CREATE TABLE invoice_list');
alasql.tables.invoice_list.data = data;
$('table#invoice_list tfoot').html(generate_pagination('invoice_list', data.length));
change_page_invoice_list(1);
}
function change_page_invoice_list(page_num) {
var offset = (page_num - 1) * prop_limit;
var rows = alasql(`SELECT * FROM invoice_list LIMIT ${prop_limit} OFFSET ${offset}`);
var body = '';
if (!rows.length) {
$('table#invoice_list tbody').html('<tr><td colspan="10" class="text-center py-5 text-muted">No invoices found.</td></tr>');
return;
}
$.each(rows, function(i, inv) {
var formula_name = inv.formula_id && formula_map[inv.formula_id]
? escape_html(formula_map[inv.formula_id])
: '<span class="text-muted">—</span>';
body += `<tr>
<td class="py-3 fw-semibold">${escape_html(inv.invoice_number || '')}</td>
<td class="py-3">${inv.order_number ? escape_html(inv.order_number) : '<span class="text-muted">—</span>'}</td>
<td class="py-3">${inv.contact_name ? escape_html(inv.contact_name) : '<span class="text-muted">—</span>'}</td>
<td class="py-3">${get_dept_label(inv.department_id)}</td>
<td class="py-3">${inv.issued_date ? format_date(inv.issued_date) : '<span class="text-muted">—</span>'}</td>
<td class="py-3">${inv.due_date ? format_date(inv.due_date) : '<span class="text-muted">—</span>'}</td>
<td class="py-3 fw-semibold">${format_number(inv.grand_total, 2)}</td>
<td class="py-3 small">${formula_name}</td>
<td class="py-3">${invoice_status_badge(inv.status, inv.due_date, inv.payment_state, inv.doc_type)}</td>
<td class="py-3">
<a href="<?php echo $server_url?>revenue/manage_invoice.php?id=${inv.id}" title="View">
<i class="ti ti-eye fs-5"></i>
</a>
</td>
</tr>`;
});
$('table#invoice_list tbody').html(body);
}
function render_cn_table(data) {
alasql('DROP TABLE IF EXISTS cn_list');
alasql('CREATE TABLE cn_list');
alasql.tables.cn_list.data = data;
$('table#cn_list tfoot').html(generate_pagination('cn_list', data.length));
change_page_cn_list(1);
}
function change_page_cn_list(page_num) {
var offset = (page_num - 1) * prop_limit;
var rows = alasql(`SELECT * FROM cn_list LIMIT ${prop_limit} OFFSET ${offset}`);
var body = '';
if (!rows.length) {
$('table#cn_list tbody').html('<tr><td colspan="10" class="text-center py-5 text-muted">No credit notes found.</td></tr>');
return;
}
$.each(rows, function(i, cn) {
var formula_name = cn.formula_id && formula_map[cn.formula_id]
? escape_html(formula_map[cn.formula_id])
: '<span class="text-muted">—</span>';
body += `<tr>
<td class="py-3 fw-semibold">${escape_html(cn.invoice_number || '')}</td>
<td class="py-3">${cn.order_number ? escape_html(cn.order_number) : '<span class="text-muted">—</span>'}</td>
<td class="py-3">${cn.ref_invoice_number ? escape_html(cn.ref_invoice_number) : '<span class="text-muted">—</span>'}</td>
<td class="py-3">${cn.contact_name ? escape_html(cn.contact_name) : '<span class="text-muted">—</span>'}</td>
<td class="py-3">${get_dept_label(cn.department_id)}</td>
<td class="py-3">${cn.issued_date ? format_date(cn.issued_date) : '<span class="text-muted">—</span>'}</td>
<td class="py-3 fw-semibold text-danger">${format_number(cn.grand_total, 2)}</td>
<td class="py-3 small">${formula_name}</td>
<td class="py-3">${invoice_status_badge(cn.status, cn.due_date, cn.payment_state, cn.doc_type)}</td>
<td class="py-3">
<a href="<?php echo $server_url?>revenue/manage_invoice.php?id=${cn.id}" title="View">
<i class="ti ti-eye fs-5"></i>
</a>
</td>
</tr>`;
});
$('table#cn_list tbody').html(body);
}
$(async function() {
try {
await load_dept_cache();
populate_dept_filter('filter_dept');
await retrieve_stats_source();
await load_formula_map();
$('#search_input').on('keyup', function(e) {
if (e.key === 'Enter') retrieve_invoices();
});
$('#filter_status, #filter_dept').on('change', retrieve_invoices);
if (current_tab !== 'invoice') {
switch_tab(current_tab);
} else {
await retrieve_invoices();
}
} catch(e) { console.log(e); }
});
</script>
</body>
</html>
+269
View File
@@ -0,0 +1,269 @@
<?php
session_start();
require '../config.php';
require '../include_header.php';
$ref_invoice_id = (int)($_GET['ref_invoice_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">
<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">New Credit Note</h1>
<p class="mb-0 text-muted">Accounting credit note without stock movement</p>
</div>
<a href="<?php echo $server_url?>revenue/invoice.php" class="btn btn-light">
<i class="ti ti-arrow-left me-1"></i>Back
</a>
</div>
</div>
</div>
<div class="row g-5">
<div class="col-lg-8">
<div class="card mb-5">
<div class="card-body p-5">
<h2 class="fs-5 mb-4">Credit Note Information</h2>
<div class="row gx-5">
<div class="mb-3 col-lg-6">
<label class="form-label">Reference Invoice ID</label>
<input type="number" id="ref_invoice_id" class="form-control"
value="<?php echo $ref_invoice_id ?: ''; ?>" min="0" placeholder="Optional">
</div>
<div class="mb-3 col-lg-6">
<label class="form-label">Contact</label>
<input type="text" id="contact" class="form-control contact_search"
placeholder="Search contact..." autocomplete="off">
<input type="hidden" id="contact_id">
</div>
<div class="mb-3 col-lg-12">
<label class="form-label">Reason / Notes</label>
<textarea id="notes" class="form-control" rows="3"
placeholder="Billing correction, service credit, tax adjustment..."></textarea>
</div>
</div>
</div>
</div>
<div class="card">
<div class="card-body p-5">
<div class="d-flex justify-content-between align-items-center mb-4">
<h2 class="fs-5 mb-0">Credit Lines</h2>
<button class="btn btn-sm btn-outline-primary" 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">
<thead class="table-light">
<tr>
<th>Description</th>
<th style="width:100px;">Qty</th>
<th style="width:130px;">Unit Price</th>
<th style="width:80px;">Tax%</th>
<th style="width:120px;" class="text-end">Total</th>
<th style="width:40px;"></th>
</tr>
</thead>
<tbody id="item_tbody"></tbody>
</table>
</div>
</div>
</div>
</div>
<div class="col-lg-4">
<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 mb-2">
<span class="text-muted">Tax</span>
<span id="summary_tax">0.00</span>
</div>
<div class="d-flex justify-content-between align-items-center mb-2">
<span class="text-muted small">Tax Adj.</span>
<input type="number" id="tax_adjustment" class="form-control form-control-sm text-end"
style="width:90px;" min="-0.3" max="0.3" step="0.01" value="0" oninput="recalc_totals()">
</div>
<hr>
<div class="d-flex justify-content-between fw-bold fs-5">
<span>Credit Total</span>
<span id="summary_grand_total" class="text-danger">0.00</span>
</div>
</div>
</div>
<div class="card">
<div class="card-body p-4 d-flex flex-column gap-2">
<button class="btn btn-primary w-100" onclick="save_credit_note()">
<i class="ti ti-device-floppy me-1"></i>Save Draft CN
</button>
<a href="<?php echo $server_url?>revenue/invoice.php" class="btn btn-light w-100">Cancel</a>
</div>
</div>
</div>
</div>
</div>
</main>
<?php require '../include_ending.php'; ?>
<script>
var item_index = 0;
function add_item_row(item) {
item = item || {};
var idx = item_index++;
var row = `<tr id="item_row_${idx}">
<td>
<input type="text" class="form-control form-control-sm item_desc"
value="${escape_html(item.product_name || '')}" placeholder="Credit description">
</td>
<td>
<input type="number" class="form-control form-control-sm item_qty"
value="${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="${item.price || 0}" min="0" step="any" oninput="recalc_totals()">
</td>
<td>
<input type="number" class="form-control form-control-sm item_tax_rate"
value="${parseFloat(item.tax_rate || 0).toFixed(2)}" min="0" max="100" step="0.01" oninput="recalc_totals()">
</td>
<td class="item_total text-end align-middle">0.00</td>
<td class="align-middle">
<a href="javascript:void(0);" class="link-danger" 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();
}
function recalc_totals() {
var subtotal = 0, tax_sum = 0;
$('#item_tbody tr').each(function() {
var qty = parseFloat($(this).find('.item_qty').val()) || 0;
var price = parseFloat($(this).find('.item_price').val()) || 0;
var tax_rate = parseFloat($(this).find('.item_tax_rate').val()) || 0;
var total = qty * price;
subtotal += total;
tax_sum += total * tax_rate / 100;
$(this).find('.item_total').text(format_number(total, 2));
});
var tax_adj = parseFloat($('#tax_adjustment').val()) || 0;
var tax = round_dp(tax_sum, 2) + tax_adj;
$('#summary_subtotal').text(format_number(subtotal, 2));
$('#summary_tax').text(format_number(tax, 2));
$('#summary_grand_total').text('-' + format_number(subtotal + tax, 2));
}
function collect_items() {
var items = [];
$('#item_tbody tr').each(function() {
var desc = $(this).find('.item_desc').val().trim();
var qty = parseFloat($(this).find('.item_qty').val()) || 0;
var price = parseFloat($(this).find('.item_price').val()) || 0;
var tax_rate = parseFloat($(this).find('.item_tax_rate').val()) || 0;
if (!desc && qty <= 0) return;
items.push({
product_sku: '',
product_name: desc,
quantity: qty,
price: price,
tax_rate: tax_rate,
tax_amount: round_dp(qty * price * tax_rate / 100, 4),
total_price: round_dp(qty * price, 4),
});
});
return items;
}
function load_ref_invoice() {
var ref_id = parseInt($('#ref_invoice_id').val()) || 0;
if (!ref_id) return;
ajax_request({
url: '<?php echo $server_url?>order/api/engine/retrieve_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: { invoice_id: ref_id },
onSuccess: function(res) {
var inv = res.output || {};
if (inv.doc_type !== 'invoice') return;
$('#contact').val(inv.contact_name || '');
$('#contact_id').val(inv.contact_id || 0);
}
});
}
function save_credit_note() {
var items = collect_items();
if (!items.length) {
bootbox.alert('Please add at least one credit line.');
return;
}
if (!$('#contact_id').val()) {
bootbox.alert('Please select a contact.');
return;
}
if (!$('#notes').val().trim()) {
bootbox.alert('Please enter the credit note reason.');
return;
}
ajax_request({
url: '<?php echo $server_url?>revenue/api/engine/manage_credit_note.php',
autoPrepare: true,
checkRequired: 0,
action: 'create',
data: {
ref_invoice_id: $('#ref_invoice_id').val() || 0,
contact_id: $('#contact_id').val() || 0,
items: JSON.stringify(items),
notes: $('#notes').val(),
tax_adjustment: parseFloat($('#tax_adjustment').val()) || 0,
},
onSuccess: function(res) {
if (res.new_id) {
window.location.href = '<?php echo $server_url?>revenue/manage_invoice.php?id=' + res.new_id;
}
}
});
}
$(document).on('contact:selected', '#contact', function(e, contact) {
$('#contact_id').val(contact.id);
});
$(function() {
add_item_row();
load_ref_invoice();
$('#ref_invoice_id').on('change', load_ref_invoice);
});
</script>
</body>
</html>
+392
View File
@@ -0,0 +1,392 @@
<?php
session_start();
require '../config.php';
require '../include_header.php';
$invoice_id = (int)($_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">
<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">Invoice Detail</h1>
<p class="mb-0 text-muted" id="page_subtitle">Revenue invoice management</p>
</div>
<a href="<?php echo $server_url?>revenue/invoice.php" class="btn btn-light">
<i class="ti ti-arrow-left me-1"></i>Back
</a>
</div>
</div>
</div>
<div class="row g-5">
<div class="col-lg-8">
<div class="card mb-5">
<div class="card-body p-5">
<h2 class="fs-5 mb-4">Items</h2>
<div class="table-responsive">
<table class="table mb-0">
<thead class="table-light">
<tr>
<th>Product</th>
<th class="text-end">Qty</th>
<th class="text-end">Unit Price</th>
<th class="text-end" style="width:60px;">Tax%</th>
<th class="text-end">Tax Amt</th>
<th class="text-end">Total</th>
</tr>
</thead>
<tbody id="item_tbody">
<tr><td colspan="4" class="text-center py-5 text-muted">Loading invoice...</td></tr>
</tbody>
<tfoot id="item_tfoot"></tfoot>
</table>
</div>
</div>
</div>
<div class="card d-none" id="cn_card">
<div class="card-body p-5">
<h2 class="fs-5 mb-4">Credit Notes</h2>
<div class="table-responsive">
<table class="table mb-0 table-hover">
<thead class="table-light">
<tr>
<th>CN #</th>
<th>Date</th>
<th class="text-end">Amount</th>
<th>Status</th>
<th></th>
</tr>
</thead>
<tbody id="cn_tbody"></tbody>
</table>
</div>
</div>
</div>
</div>
<div class="col-lg-4">
<div class="card mb-5">
<div class="card-body p-4">
<h2 class="fs-5 mb-3">Document Info</h2>
<div class="mb-3 d-flex gap-2">
<span id="badge_doc_type"></span>
<span id="badge_status"></span>
</div>
<div class="mb-2 small">
<span class="text-muted">Order:</span>
<span class="ms-1 fw-semibold" id="display_order">—</span>
</div>
<div class="mb-2 small">
<span class="text-muted">Contact:</span>
<span class="ms-1 fw-semibold" id="display_contact">—</span>
</div>
<div class="mb-2 small">
<span class="text-muted">Issued:</span>
<span class="ms-1" id="display_issued">—</span>
</div>
<div class="mb-2 small">
<span class="text-muted">Due:</span>
<span class="ms-1" id="display_due">—</span>
<input type="text" id="due_date" class="form-control form-control-sm mt-1 d-none"
placeholder="DD/MM/YYYY" autocomplete="off">
</div>
<div class="mt-3 small">
<span class="text-muted">GL Formula:</span>
<div class="d-flex gap-1 mt-1">
<select id="formula_id" class="form-select form-select-sm">
<option value="">— None —</option>
</select>
<button class="btn btn-outline-secondary btn-sm px-2" id="btn_save_formula"
onclick="save_formula()" title="Save formula">
<i class="ti ti-device-floppy"></i>
</button>
</div>
</div>
<div class="mt-3 small">
<span class="text-muted">Notes:</span>
<div class="mt-1" id="display_notes">—</div>
</div>
</div>
</div>
<div class="card">
<div class="card-body p-4 d-flex flex-column gap-2">
<button class="btn btn-outline-secondary w-100" onclick="print_invoice()">
<i class="ti ti-printer me-1"></i>Print / Save PDF
</button>
<button class="btn btn-primary w-100 d-none" id="btn_save" onclick="save_invoice()">
<i class="ti ti-device-floppy me-1"></i>Save
</button>
<button class="btn btn-success w-100 d-none" id="btn_issue" onclick="issue_invoice()">
<i class="ti ti-send me-1"></i>Issue Invoice
</button>
<a href="#" class="btn btn-outline-warning w-100 d-none" id="btn_create_cn">
<i class="ti ti-file-minus me-1"></i>Create Credit Note
</a>
<button class="btn btn-outline-danger w-100 d-none" id="btn_void" onclick="void_invoice()">
<i class="ti ti-ban me-1"></i>Void Invoice
</button>
</div>
</div>
</div>
</div>
</div>
</main>
<?php require '../include_ending.php'; ?>
<script>
var invoice_id = <?php echo $invoice_id; ?>;
function doc_type_badge(doc_type) {
const map = {
'invoice': '<span class="badge bg-primary">Invoice</span>',
'credit_note': '<span class="badge bg-warning text-dark">Credit Note</span>',
'supplier_credit_note': '<span class="badge bg-info text-white">Supplier Credit Note</span>',
};
return map[doc_type] || '—';
}
function is_invoice_overdue(status, due_date) {
if (String(status) !== '1' || !due_date) return false;
var d = new Date();
var today = d.getFullYear() + '-' + String(d.getMonth() + 1).padStart(2, '0') + '-' + String(d.getDate()).padStart(2, '0');
return due_date < today;
}
function invoice_status_badge(status, due_date, payment_state, doc_type) {
if (payment_state === 'partial') {
return '<span class="badge bg-warning text-dark">Partial</span>';
}
if (payment_state === 'paid') {
return doc_type === 'credit_note'
? '<span class="badge bg-success">Settled</span>'
: '<span class="badge bg-success">Paid</span>';
}
if (is_invoice_overdue(status, due_date)) {
return '<span class="badge bg-danger">Overdue</span>';
}
const map = {
'0': '<span class="badge bg-secondary">Draft</span>',
'1': '<span class="badge bg-info text-white">Issued</span>',
'2': '<span class="badge bg-success">Paid</span>',
'4': '<span class="badge bg-light text-dark">Void</span>',
};
return map[String(status)] || '—';
}
function display_text(value) {
return value ? escape_html(value) : '<span class="text-muted">—</span>';
}
function retrieve_invoice() {
return ajax_request({
url: '<?php echo $server_url?>order/api/engine/retrieve_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: { invoice_id: invoice_id },
onSuccess: function(res) {
var inv = res.output || {};
$('#page_title').text(inv.invoice_number || 'Invoice Detail');
$('#page_subtitle').text(inv.doc_type === 'credit_note' ? 'Revenue credit note management' : 'Revenue invoice management');
$('#badge_doc_type').html(doc_type_badge(inv.doc_type));
$('#badge_status').html(invoice_status_badge(inv.status, inv.due_date, inv.payment_state, inv.doc_type));
$('#display_order').html(inv.order_number ? escape_html(inv.order_number) : '<span class="text-muted">—</span>');
$('#display_contact').html(display_text(inv.contact_name));
$('#display_issued').html(inv.issued_date ? format_date(inv.issued_date) : '<span class="text-muted">—</span>');
$('#display_due').html(inv.due_date ? format_date(inv.due_date) : '<span class="text-muted">—</span>');
$('#due_date').val(inv.due_date ? format_date(inv.due_date) : '');
$('#display_notes').html(inv.notes ? escape_html(inv.notes).replace(/\n/g, '<br>') : '<span class="text-muted">—</span>');
var rows = '';
$.each(inv.items || [], function(i, item) {
var name = item.product_name || item.product_sku || '';
rows += `<tr>
<td>${escape_html(name)}</td>
<td class="text-end">${format_number(item.quantity, 2)}</td>
<td class="text-end">${format_number(item.unit_price, 2)}</td>
<td class="text-end">${format_number(item.tax_rate, 2)}</td>
<td class="text-end">${format_number(item.tax_amount, 4)}</td>
<td class="text-end">${format_number(item.total_price, 2)}</td>
</tr>`;
});
$('#item_tbody').html(rows || '<tr><td colspan="6" class="text-center py-5 text-muted">No items found.</td></tr>');
var is_draft = parseInt(inv.status) === 0;
var is_editable_doc = inv.doc_type === 'invoice' || inv.doc_type === 'credit_note';
var tax_adj_val = parseFloat(inv.tax_adjustment) || 0;
var tax_adj_cell = (is_draft && is_editable_doc)
? `<input type="number" id="tax_adjustment" class="form-control form-control-sm text-end d-inline-block" style="width:90px;" min="-0.3" max="0.3" step="0.01" value="${tax_adj_val.toFixed(2)}">`
: `${format_number(tax_adj_val, 2)}`;
var tfoot = `
<tr><td colspan="5" class="text-muted border-bottom-0">Subtotal</td><td class="text-end border-bottom-0">${format_number(inv.subtotal, 2)}</td></tr>
<tr><td colspan="5" class="text-muted border-bottom-0">Discount</td><td class="text-end border-bottom-0">${format_number(inv.discount, 2)}</td></tr>
<tr><td colspan="5" class="text-muted border-bottom-0">Tax</td><td class="text-end border-bottom-0">${format_number(inv.tax, 2)}</td></tr>
<tr><td colspan="5" class="text-muted border-bottom-0">Tax Adj.</td><td class="text-end border-bottom-0">${tax_adj_cell}</td></tr>
<tr><td colspan="5" class="text-muted">Shipping</td><td class="text-end">${format_number(inv.shipping_fee, 2)}</td></tr>
<tr><td colspan="5" class="fw-bold">Grand Total</td><td class="text-end fw-bold">${format_number(inv.grand_total, 2)}</td></tr>`;
$('#item_tfoot').html(tfoot);
if (res.credit_notes && res.credit_notes.length) {
var cn_rows = '';
$.each(res.credit_notes, function(i, cn) {
cn_rows += `<tr>
<td>${escape_html(cn.invoice_number || '')}</td>
<td>${cn.issued_date ? format_date(cn.issued_date) : '—'}</td>
<td class="text-end text-danger">${format_number(cn.grand_total, 2)}</td>
<td>${invoice_status_badge(cn.status, cn.due_date, cn.payment_state, cn.doc_type)}</td>
<td><a href="<?php echo $server_url?>revenue/manage_invoice.php?id=${cn.id}"><i class="ti ti-eye fs-5"></i></a></td>
</tr>`;
});
$('#cn_tbody').html(cn_rows);
$('#cn_card').removeClass('d-none');
}
var gl_type = inv.doc_type === 'credit_note' ? 'credit_note' : 'invoice';
var selected_formula = inv.formula_id || '';
ajax_request({
url: '<?php echo $server_url?>accounting/api/engine/account_formula.php',
autoPrepare: true,
checkRequired: 0,
action: 'get_by_type',
data: { document_type: gl_type },
onSuccess: function(fres) {
var opts = '<option value="">— None —</option>';
$.each(fres.output || [], function(i, f) {
var sel = String(f.id) === String(selected_formula) ? ' selected' : '';
opts += '<option value="' + f.id + '"' + sel + '>' + escape_html(f.formula_name) + '</option>';
});
$('#formula_id').html(opts);
}
});
set_action_mode(inv);
}
});
}
function save_invoice() {
ajax_request({
url: '<?php echo $server_url?>order/api/engine/manage_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'update',
data: {
id: invoice_id,
tax_adjustment: parseFloat($('#tax_adjustment').val()) || 0,
},
onSuccess: function() { retrieve_invoice(); }
});
}
function set_action_mode(inv) {
var is_invoice = inv.doc_type === 'invoice';
var is_credit_note = inv.doc_type === 'credit_note';
var status = parseInt(inv.status);
$('#btn_save_formula').prop('disabled', status === 4);
$('#btn_save').toggleClass('d-none', !((is_invoice || is_credit_note) && status === 0));
$('#btn_issue')
.toggleClass('d-none', !((is_invoice || is_credit_note) && status === 0))
.html(is_credit_note
? '<i class="ti ti-send me-1"></i>Issue Credit Note'
: '<i class="ti ti-send me-1"></i>Issue Invoice');
$('#btn_create_cn')
.toggleClass('d-none', !(is_invoice && status >= 1 && status !== 4))
.attr('href', '<?php echo $server_url?>revenue/manage_credit_note.php?ref_invoice_id=' + invoice_id);
$('#btn_void').toggleClass('d-none', !((is_invoice || is_credit_note) && status >= 1 && status !== 4));
$('#due_date').toggleClass('d-none', !(is_invoice && status === 0));
$('#display_due').toggleClass('d-none', is_invoice && status === 0);
}
function issue_invoice() {
var due_date = $('#due_date').val().trim();
var is_credit_note = $('#page_subtitle').text().toLowerCase().includes('credit note');
if (!is_credit_note && !due_date) {
bootbox.alert('Please enter a due date before issuing this invoice.');
return;
}
bootbox.confirm({
message: 'Issue this invoice?',
buttons: {
confirm: { label: 'Issue', className: 'btn-success' },
cancel: { label: 'Back', className: 'btn-secondary' }
},
callback: function(result) {
if (!result) return;
ajax_request({
url: '<?php echo $server_url?>order/api/engine/issue_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'update',
data: {
id: invoice_id,
due_date: due_date ? due_date.split('/').reverse().join('-') : ''
},
onSuccess: function() { retrieve_invoice(); }
});
}
});
}
function void_invoice() {
bootbox.confirm({
message: '<strong>Void this invoice?</strong><br>This action cannot be undone.',
buttons: {
confirm: { label: 'Void Invoice', className: 'btn-danger' },
cancel: { label: 'Back', className: 'btn-secondary' }
},
callback: function(result) {
if (!result) return;
ajax_request({
url: '<?php echo $server_url?>order/api/engine/update_invoice_status.php',
autoPrepare: true,
checkRequired: 0,
action: 'update',
data: { invoice_id: invoice_id, status: 4 },
onSuccess: function() { retrieve_invoice(); }
});
}
});
}
function print_invoice() {
if (!invoice_id) return;
window.open('<?php echo $server_url?>order/print_invoice.php?id=' + invoice_id, '_blank');
}
function save_formula() {
ajax_request({
url: '<?php echo $server_url?>order/api/engine/manage_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'save_formula',
data: { id: invoice_id, formula_id: $('#formula_id').val() || null },
onSuccess: function() {
bootbox.alert({ message: 'GL formula saved.', size: 'small' });
}
});
}
$(function() {
if (invoice_id) retrieve_invoice();
flatpickr('#due_date', { dateFormat: 'd/m/Y', allowInput: true });
});
</script>
</body>
</html>
+481
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<?php
session_start();
require '../config.php';
require '../include_header.php';
$order_id = (int)($_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">
<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 $order_id ? 'Sales Order Detail' : 'New Sales Order'; ?>
</h1>
<p class="mb-0 text-muted" id="page_subtitle">
<?php echo $order_id ? '' : 'Create a pending sales order for WMS warehouse assignment'; ?>
</p>
</div>
<a href="<?php echo $server_url?>revenue/order.php" class="btn btn-light">
<i class="ti ti-arrow-left me-1"></i>Back
</a>
</div>
</div>
</div>
<div class="row g-5">
<div class="col-lg-8">
<div class="card mb-5">
<div class="card-body p-5">
<h2 class="fs-5 mb-4">Order 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 contact_search"
placeholder="Search contact..." autocomplete="off">
<input type="hidden" id="contact_id">
</div>
<div class="mb-3 col-lg-6">
<label class="form-label">Order Date</label>
<input type="text" id="order_date" class="form-control"
placeholder="DD/MM/YYYY" autocomplete="off">
</div>
<div class="mb-3 col-lg-12">
<label class="form-label">Notes</label>
<textarea id="notes" class="form-control" rows="2"
placeholder="Internal notes..."></textarea>
</div>
</div>
</div>
</div>
<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">Order 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 Item
</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:80px;">Tax%</th>
<th style="width:120px;">Total</th>
<th style="width:40px;"></th>
</tr>
</thead>
<tbody id="item_tbody"></tbody>
</table>
</div>
</div>
</div>
</div>
<div class="col-lg-4">
<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="order_number_display"></p>
</div>
</div>
<div class="alert alert-warning mb-5" id="wms_status_alert">
<div class="d-flex gap-2">
<i class="ti ti-building-warehouse mt-1"></i>
<div>
<div class="fw-semibold" id="wms_status_title">Pending WMS assignment</div>
<div class="small" id="wms_status_message">
This order will be sent to WMS as pending. WMS staff assign warehouses before confirmation.
</div>
</div>
</div>
</div>
<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 mb-2">
<span class="text-muted">Tax</span>
<span id="summary_tax" class="fw-semibold">0.00</span>
</div>
<div class="d-flex justify-content-between align-items-center mb-2">
<span class="text-muted small">Tax Adj.</span>
<input type="number" id="tax_adjustment" class="form-control form-control-sm text-end"
style="width:90px;" value="0" min="-0.3" max="0.3" step="0.01" oninput="recalc_totals()">
</div>
<div class="d-flex justify-content-between align-items-center mb-3">
<span class="text-muted">Shipping</span>
<input type="number" id="shipping_fee" 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>
<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_order()">
<i class="ti ti-device-floppy me-1"></i>Save Pending SO
</button>
<button class="btn btn-outline-primary w-100 d-none" id="btn_invoice" onclick="proceed_to_invoice()">
<i class="ti ti-file-invoice me-1"></i>Create Invoice
</button>
<a href="#" class="btn btn-outline-primary w-100 d-none" id="link_invoice">
<i class="ti ti-file-invoice me-1"></i>View Invoice
</a>
<button class="btn btn-outline-danger w-100 d-none" id="btn_cancel" onclick="cancel_order()">
<i class="ti ti-x me-1"></i>Cancel Order
</button>
<a href="<?php echo $server_url?>revenue/order.php" class="btn btn-light w-100">
Back
</a>
</div>
</div>
</div>
</div>
</div>
</main>
<?php require '../include_ending.php'; ?>
<script>
// custom.js globals: remove_item(), init_product_search_inputs(), escape_html(), format_number()
var order_id = <?php echo $order_id; ?>;
var order_data = null;
var item_index = 0;
var status_badge = {
'-2': '<span class="badge bg-danger">Pending Warehouse</span>',
'-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">Confirmed</span>',
};
function recalc_totals() {
var subtotal = 0;
var tax_sum = 0;
$('#item_tbody tr').each(function() {
var qty = parseFloat($(this).find('.item_qty').val()) || 0;
var price = parseFloat($(this).find('.item_price').val()) || 0;
var tax_rate = parseFloat($(this).find('.item_tax_rate').val()) || 0;
var total = qty * price;
var tax_amt = round_dp(total * tax_rate / 100, 4);
$(this).find('.item_total').text(format_number(total, 2));
$(this).find('.item_tax_amount').val(tax_amt);
subtotal += total;
tax_sum += tax_amt;
});
var discount = parseFloat($('#discount').val()) || 0;
var tax_adjustment = parseFloat($('#tax_adjustment').val()) || 0;
var shipping = parseFloat($('#shipping_fee').val()) || 0;
var derived_tax = round_dp(tax_sum, 2);
$('#summary_subtotal').text(format_number(subtotal, 2));
$('#summary_tax').text(format_number(derived_tax, 2));
$('#summary_grand_total').text(format_number(subtotal - discount + derived_tax + tax_adjustment + shipping, 2));
}
function add_item_row(item) {
item = item || {};
var idx = item_index++;
var row = `<tr id="item_row_${idx}">
<td>
<input type="text" class="form-control form-control-sm item_sku product_search"
placeholder="SKU..." value="${escape_html(item.product_sku || '')}" autocomplete="off"
data-product-name-target=".item_desc">
</td>
<td>
<input type="text" class="form-control form-control-sm item_desc"
placeholder="Description..." value="${escape_html(item.product_name || 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 || item.price || 0}" min="0" step="any" oninput="recalc_totals()">
</td>
<td>
<input type="number" class="form-control form-control-sm item_tax_rate"
value="${parseFloat(item.tax_rate || 0).toFixed(2)}" min="0" max="100" step="0.01" oninput="recalc_totals()">
<input type="hidden" class="item_tax_amount" value="${item.tax_amount || 0}">
</td>
<td class="item_total text-end align-middle">
${format_number((item.quantity || 1) * (item.unit_price || item.price || 0), 2)}
</td>
<td class="align-middle">
<a href="javascript:void(0);" class="link-danger remove_item_btn" onclick="remove_item(${idx})">
<i class="ti ti-trash fs-5"></i>
</a>
</td>
</tr>`;
$('#item_tbody').append(row);
if (window.init_product_search_inputs) {
window.init_product_search_inputs(`#item_row_${idx}`);
}
recalc_totals();
}
function collect_items() {
var items = [];
var idx = 0;
$('#item_tbody tr').each(function() {
var sku = $(this).find('.item_sku').val().trim();
var name = $(this).find('.item_desc').val().trim();
var qty = parseFloat($(this).find('.item_qty').val()) || 0;
var price = parseFloat($(this).find('.item_price').val()) || 0;
var tax_rate = parseFloat($(this).find('.item_tax_rate').val()) || 0;
var tax_amt = parseFloat($(this).find('.item_tax_amount').val()) || 0;
if (!sku || qty <= 0) { idx++; return; }
items.push({
item_id: idx,
product_sku: sku,
product_name: name,
warehouse_id: 0,
zone: '',
aisle: '',
rack: '',
lot_number: '',
serial_number: '',
quantity: qty,
unit_price: price,
total_price: round_dp(qty * price, 4),
tax_rate: tax_rate,
tax_amount: tax_amt,
stock_out_id: 0,
});
idx++;
});
return items;
}
function set_mode(status, has_active_invoice, active_invoice_id) {
status = parseInt(status);
has_active_invoice = has_active_invoice || false;
active_invoice_id = parseInt(active_invoice_id) || 0;
var editable = status === -2;
$('#contact, #order_date, #notes, #discount, #tax_adjustment, #shipping_fee, #btn_add_item')
.prop('disabled', !editable);
$('.item_sku, .item_desc, .item_qty, .item_price, .item_tax_rate').prop('disabled', !editable);
$('.remove_item_btn').toggleClass('d-none', !editable);
$('#btn_save').toggleClass('d-none', !editable);
if (status === -2) {
$('#wms_status_title').text('Pending WMS assignment');
$('#wms_status_message').text('This order is pending. WMS staff will assign warehouses before confirmation.');
} else if (status === 0) {
$('#wms_status_title').text('Managed on WMS side');
$('#wms_status_message').text('This order is now Draft in WMS. Continue warehouse assignment and confirmation from the WMS order screen.');
} else {
$('#wms_status_title').text('Managed on WMS side');
$('#wms_status_message').text('This order has moved beyond Revenue editing. Continue operational updates from the WMS order screen.');
}
$('#btn_cancel').toggleClass('d-none', status !== -2);
var is_existing = order_id > 0;
var can_invoice = is_existing && status >= 1 && status !== -1 && !has_active_invoice;
var invoice_title = !is_existing ? 'Save the order before creating an invoice'
: status < 1 ? 'WMS must confirm the sales order before accounting can create an invoice'
: status === -1 ? 'Cancelled orders cannot be invoiced'
: has_active_invoice ? 'An active invoice already exists for this order'
: '';
$('#btn_invoice')
.toggleClass('d-none', !is_existing || has_active_invoice)
.prop('disabled', !can_invoice)
.attr('title', invoice_title);
$('#link_invoice')
.toggleClass('d-none', !has_active_invoice || !active_invoice_id)
.attr('href', active_invoice_id
? '<?php echo $server_url?>revenue/manage_invoice.php?id=' + active_invoice_id
: '#');
}
function retrieve_order() {
if (!order_id) return Promise.resolve();
return ajax_request({
url: '<?php echo $server_url?>order/api/engine/retrieve_order.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: { id: order_id },
onSuccess: function(res) {
order_data = res.output;
var o = order_data;
if (!['revenue', 'quotation'].includes(String(o.source || ''))) {
bootbox.alert('This is not a Revenue sales order.');
return;
}
$('#page_title').text(o.order_number);
$('#page_subtitle').text(parseInt(o.status) === -2 ? 'Pending sales order' : 'View sales order');
$('#status_card').removeClass('d-none');
$('#badge_status').html(status_badge[String(o.status)] || o.status);
$('#order_number_display').text(o.order_number);
$('#contact').val(o.contact_name || '');
$('#contact_id').val(o.contact_id || 0);
$('#order_date').val(o.order_date ? format_date(o.order_date) : '');
$('#notes').val(o.notes || '');
$('#discount').val(o.discount || 0);
$('#tax_adjustment').val(o.tax_adjustment || 0);
$('#shipping_fee').val(o.shipping_fee || 0);
$('#item_tbody').empty();
item_index = 0;
(o.items || []).forEach(function(item) { add_item_row(item); });
recalc_totals();
set_mode(o.status, res.has_active_invoice, res.active_invoice_id);
}
});
}
function save_order() {
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_order.php',
autoPrepare: true,
checkRequired: 0,
action: order_id ? 'update' : 'create',
data: {
id: order_id,
contact_id: $('#contact_id').val() || 0,
order_date: to_iso_date($('#order_date').val()),
items: JSON.stringify(items),
discount: $('#discount').val() || 0,
tax_adjustment: $('#tax_adjustment').val() || 0,
shipping_fee: $('#shipping_fee').val() || 0,
notes: $('#notes').val(),
},
onSuccess: function(res) {
if (!order_id && res.new_id) {
window.location.href = '<?php echo $server_url?>revenue/manage_order.php?id=' + res.new_id;
} else {
retrieve_order();
}
}
});
}
function proceed_to_invoice() {
if (!order_id) return;
bootbox.confirm({
message: 'Create an invoice from this sales order?',
buttons: {
confirm: { label: 'Create Invoice', 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/proceed_to_invoice.php',
autoPrepare: true,
checkRequired: 0,
action: 'create',
data: { order_id: order_id },
onSuccess: function(res) {
if (res.new_id) {
window.location.href = '<?php echo $server_url?>revenue/manage_invoice.php?id=' + res.new_id;
} else {
retrieve_order();
}
}
});
}
});
}
function cancel_order() {
bootbox.confirm({
message: 'Cancel this pending sales order? It will be removed from WMS queue.',
buttons: {
confirm: { label: 'Yes, Cancel', className: 'btn-danger' },
cancel: { label: 'Back', className: 'btn-secondary' }
},
callback: function(result) {
if (!result) return;
ajax_request({
url: '<?php echo $server_url?>order/api/engine/cancel_order.php',
autoPrepare: true,
checkRequired: 0,
action: 'update',
data: { id: order_id },
onSuccess: function() {
retrieve_order();
}
});
}
});
}
$(document).on('contact:selected', '#contact', function(e, contact) {
$('#contact_id').val(contact.id);
});
$(document).on('product:selected', '.item_sku', function(e, product) {
var $row = $(this).closest('tr');
var price = parseFloat(product.price || 0);
if (!(parseFloat($row.find('.item_price').val()) > 0) && price > 0) {
$row.find('.item_price').val(price);
}
$row.find('.item_tax_rate').val(parseFloat(product.tax_rate || 0).toFixed(2));
recalc_totals();
});
$(async function() {
try {
if (order_id) {
await retrieve_order();
} else {
$('#order_date').val(flatpickr.formatDate(new Date(), 'd/m/Y'));
add_item_row();
set_mode(-2, false, 0);
}
flatpickr('#order_date', { dateFormat: 'd/m/Y', allowInput: true });
} catch(e) { console.log(e); }
});
</script>
</body>
</html>
+79 -59
View File
@@ -45,7 +45,7 @@
<div class="mb-3 col-lg-6">
<label class="form-label">Contact</label>
<input type="text" id="contact" class="form-control"
<input type="text" id="contact" class="form-control contact_search"
placeholder="Search contact..." autocomplete="off">
<input type="hidden" id="contact_id">
</div>
@@ -62,6 +62,13 @@
placeholder="DD/MM/YYYY (optional)" autocomplete="off">
</div>
<div class="mb-3 col-lg-6">
<label class="form-label">Department</label>
<select id="department_id" class="form-select">
<option value="0">— No Department —</option>
</select>
</div>
<div class="mb-3 col-lg-12">
<label class="form-label">Notes / Terms</label>
<textarea id="notes" class="form-control" rows="2"
@@ -91,6 +98,7 @@
<th>Description</th>
<th style="width:90px;">Qty</th>
<th style="width:120px;">Unit Price</th>
<th style="width:80px;">Tax%</th>
<th style="width:120px;">Total</th>
<th style="width:40px;"></th>
</tr>
@@ -129,10 +137,14 @@
<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 mb-2">
<span class="text-muted">Tax</span>
<span id="summary_tax" class="fw-semibold">0.00</span>
</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()">
<span class="text-muted small">Tax Adj.</span>
<input type="number" id="tax_adjustment" class="form-control form-control-sm text-end"
style="width:90px;" value="0" min="-0.3" max="0.3" step="0.01" oninput="recalc_totals()">
</div>
<hr>
<div class="d-flex justify-content-between fw-bold fs-5">
@@ -193,6 +205,7 @@
<?php require '../include_ending.php'; ?>
<script>
// custom.js globals: remove_item(), init_product_search_inputs(), escape_html(), format_number()
var quotation_id = <?php echo $quotation_id; ?>;
var quotation_data = null;
@@ -211,19 +224,26 @@
// ── Recalculate totals ────────────────────────────────────────────────────
function recalc_totals() {
var subtotal = 0;
var tax_sum = 0;
$('#item_tbody tr').each(function() {
var qty = parseFloat($(this).find('.item_qty').val()) || 0;
var price = parseFloat($(this).find('.item_price').val()) || 0;
var total = qty * price;
var qty = parseFloat($(this).find('.item_qty').val()) || 0;
var price = parseFloat($(this).find('.item_price').val()) || 0;
var tax_rate = parseFloat($(this).find('.item_tax_rate').val()) || 0;
var total = qty * price;
var tax_amt = round_dp(total * tax_rate / 100, 4);
$(this).find('.item_total').text(format_number(total, 2));
$(this).find('.item_tax_amount').val(tax_amt);
subtotal += total;
tax_sum += tax_amt;
});
var discount = parseFloat($('#discount').val()) || 0;
var tax = parseFloat($('#tax').val()) || 0;
var grand = subtotal - discount + tax;
var discount = parseFloat($('#discount').val()) || 0;
var tax_adjustment = parseFloat($('#tax_adjustment').val()) || 0;
var derived_tax = round_dp(tax_sum, 2);
var grand = subtotal - discount + derived_tax + tax_adjustment;
$('#summary_subtotal').text(format_number(subtotal, 2));
$('#summary_tax').text(format_number(derived_tax, 2));
$('#summary_grand_total').text(format_number(grand, 2));
}
@@ -234,12 +254,13 @@
var idx = item_index++;
var row = `<tr id="item_row_${idx}">
<td>
<input type="text" class="form-control form-control-sm item_sku"
placeholder="SKU..." value="${escape_html(item.product_sku || '')}" autocomplete="off">
<input type="text" class="form-control form-control-sm item_sku product_search"
placeholder="SKU..." value="${escape_html(item.product_sku || '')}" autocomplete="off"
data-product-name-target=".item_desc">
</td>
<td>
<input type="text" class="form-control form-control-sm item_desc"
placeholder="Description..." value="${escape_html(item.description || '')}" autocomplete="off">
placeholder="Description..." value="${escape_html(item.product_name || item.description || '')}" autocomplete="off">
</td>
<td>
<input type="number" class="form-control form-control-sm item_qty"
@@ -249,6 +270,11 @@
<input type="number" class="form-control form-control-sm item_price"
value="${item.unit_price || 0}" min="0" step="any" oninput="recalc_totals()">
</td>
<td>
<input type="number" class="form-control form-control-sm item_tax_rate"
value="${parseFloat(item.tax_rate || 0).toFixed(2)}" min="0" max="100" step="0.01" oninput="recalc_totals()">
<input type="hidden" class="item_tax_amount" value="${item.tax_amount || 0}">
</td>
<td class="item_total text-end align-middle">
${format_number((item.quantity || 1) * (item.unit_price || 0), 2)}
</td>
@@ -259,30 +285,34 @@
</td>
</tr>`;
$('#item_tbody').append(row);
if (window.init_product_search_inputs) {
window.init_product_search_inputs(`#item_row_${idx}`);
}
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;
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($(this).find('.item_price').val()) || 0;
var tax_rate = parseFloat($(this).find('.item_tax_rate').val()) || 0;
var tax_amt = parseFloat($(this).find('.item_tax_amount').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)),
product_sku: sku,
product_name: desc,
description: desc,
quantity: qty,
unit_price: price,
total_price: round_dp(qty * price, 4),
tax_rate: tax_rate,
tax_amount: tax_amt,
});
});
return items;
@@ -300,9 +330,9 @@
var is_editable = is_draft;
// Edit controls
$('#contact, #quotation_date, #valid_until, #notes, #discount, #tax, #btn_add_item')
$('#contact, #quotation_date, #valid_until, #department_id, #notes, #discount, #tax_adjustment, #btn_add_item')
.prop('disabled', !is_editable);
$('.item_sku, .item_desc, .item_qty, .item_price').prop('disabled', !is_editable);
$('.item_sku, .item_desc, .item_qty, .item_price, .item_tax_rate').prop('disabled', !is_editable);
$('.remove_item_btn').toggleClass('d-none', !is_editable);
// Action buttons
@@ -343,9 +373,10 @@
$('#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) : '');
$('#department_id').val(q.department_id || 0);
$('#notes').val(q.notes || '');
$('#discount').val(parseFloat(q.discount) || 0);
$('#tax').val(parseFloat(q.tax) || 0);
$('#tax_adjustment').val(parseFloat(q.tax_adjustment) || 0);
$('#item_tbody').empty();
item_index = 0;
@@ -374,12 +405,13 @@
data: {
id: quotation_id,
contact_id: $('#contact_id').val() || 0,
department_id: $('#department_id').val() || 0,
quotation_date: to_iso_date($('#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(),
discount: $('#discount').val() || 0,
tax_adjustment: $('#tax_adjustment').val() || 0,
notes: $('#notes').val(),
},
onSuccess: function(res) {
if (!quotation_id && res.new_id) {
@@ -441,7 +473,7 @@
action: 'create',
data: { quotation_id: quotation_id },
onSuccess: function(res) {
retrieve_quotation(); // reload — status now shows Converted
window.location.href = '<?php echo $server_url?>revenue/manage_order.php?id=' + res.order_id;
}
});
}
@@ -449,35 +481,14 @@
}
// ── 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);
}
});
}
$(document).on('contact:selected', '#contact', function(e, contact) {
$('#contact_id').val(contact.id);
});
// ── Boot ──────────────────────────────────────────────────────────────────
$(async function() {
try {
load_departments('department_id');
if (quotation_id) {
await retrieve_quotation();
} else {
@@ -489,11 +500,20 @@
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); }
});
$(document).on('product:selected', '.item_sku', function(e, product) {
var $row = $(this).closest('tr');
var price = parseFloat(product.price || 0);
if (!(parseFloat($row.find('.item_price').val()) > 0) && price > 0) {
$row.find('.item_price').val(price);
}
$row.find('.item_tax_rate').val(parseFloat(product.tax_rate || 0).toFixed(2));
recalc_totals();
});
</script>
</body>
+235 -6
View File
@@ -13,16 +13,135 @@
<div class="row mb-6">
<div class="col-12">
<h1 class="fs-3 mb-1">Sales Orders</h1>
<p class="mb-0 text-muted">Sales order management</p>
<div class="d-flex justify-content-between align-items-center">
<div>
<h1 class="fs-3 mb-1">Sales Orders</h1>
<p class="mb-0 text-muted">Revenue sales orders and quotation conversions</p>
</div>
<a href="<?php echo $server_url?>revenue/manage_order.php" class="btn btn-primary">
<i class="ti ti-plus me-1"></i>New Sales Order
</a>
</div>
</div>
</div>
<div class="row">
<div class="row g-5 mb-5">
<div class="col-lg-3 col-sm-6 col-12">
<div class="card p-4">
<div class="d-flex align-items-center gap-3">
<div class="icon-shape icon-md bg-primary bg-opacity-10 text-primary rounded-2">
<i class="ti ti-shopping-cart fs-4"></i>
</div>
<div>
<p class="mb-0 text-muted small">Total</p>
<h3 class="fw-bold mb-0" id="stat_total">—</h3>
</div>
</div>
</div>
</div>
<div class="col-lg-3 col-sm-6 col-12">
<div class="card p-4">
<div class="d-flex align-items-center gap-3">
<div class="icon-shape icon-md bg-danger bg-opacity-10 text-danger rounded-2">
<i class="ti ti-building-warehouse fs-4"></i>
</div>
<div>
<p class="mb-0 text-muted small">Pending Warehouse</p>
<h3 class="fw-bold mb-0" id="stat_pending">—</h3>
</div>
</div>
</div>
</div>
<div class="col-lg-3 col-sm-6 col-12">
<div class="card p-4">
<div class="d-flex align-items-center gap-3">
<div class="icon-shape icon-md bg-warning bg-opacity-10 text-warning rounded-2">
<i class="ti ti-pencil fs-4"></i>
</div>
<div>
<p class="mb-0 text-muted small">Draft</p>
<h3 class="fw-bold mb-0" id="stat_draft">—</h3>
</div>
</div>
</div>
</div>
<div class="col-lg-3 col-sm-6 col-12">
<div class="card p-4">
<div class="d-flex align-items-center gap-3">
<div class="icon-shape icon-md bg-success bg-opacity-10 text-success rounded-2">
<i class="ti ti-circle-check fs-4"></i>
</div>
<div>
<p class="mb-0 text-muted small">Confirmed+</p>
<h3 class="fw-bold mb-0" id="stat_confirmed">—</h3>
</div>
</div>
</div>
</div>
</div>
<div class="row g-5">
<div class="col-12">
<div class="card p-5 text-center text-muted">
<i class="ti ti-shopping-cart fs-1 mb-3 d-block"></i>
<p class="mb-0">Sales Orders coming soon.</p>
<div class="card">
<div class="card-body p-4">
<div class="row g-3 align-items-end">
<div class="col-lg-4">
<div class="position-relative">
<input type="text" id="search_input" class="form-control ps-9"
placeholder="Search order number, source, contact, or tracking...">
<span class="position-absolute top-25 ms-4">
<i class="ti ti-search text-muted"></i>
</span>
</div>
</div>
<div class="col-lg-2">
<select id="filter_status" class="form-select">
<option value="">All Status</option>
<option value="-2">Pending Warehouse</option>
<option value="-1">Cancelled</option>
<option value="0">Draft</option>
<option value="1">Confirmed</option>
</select>
</div>
<div class="col-lg-2">
<select id="filter_dept" class="form-select">
<option value="">All Departments</option>
</select>
</div>
<div class="col-lg-2">
<button class="btn btn-secondary w-100" onclick="retrieve_orders()">
<i class="ti ti-search me-1"></i>Search
</button>
</div>
</div>
</div>
</div>
</div>
<div class="col-12">
<div class="card">
<div class="card-body p-5">
<div class="table-responsive">
<table class="table table-hover mb-0 table-centered" id="revenue_order_list">
<thead class="table-primary border-light">
<tr>
<th>Order #</th>
<th>Source</th>
<th>Date</th>
<th>Contact</th>
<th>Department</th>
<th>Items</th>
<th>Grand Total</th>
<th>Status</th>
<th>Tracking #</th>
<th>Action</th>
</tr>
</thead>
<tbody></tbody>
<tfoot></tfoot>
</table>
</div>
</div>
</div>
</div>
</div>
@@ -32,5 +151,115 @@
<?php require '../include_ending.php'; ?>
<script>
function order_status_badge(status) {
const map = {
'-2': '<span class="badge bg-danger">Pending Warehouse</span>',
'-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">Confirmed</span>',
};
return map[String(status)] || '<span class="badge bg-light text-dark">—</span>';
}
function order_items_count(items) {
if (Array.isArray(items)) return items.length;
try { return JSON.parse(items || '[]').length; }
catch(e) { return 0; }
}
function retrieve_orders() {
return ajax_request({
url: '<?php echo $server_url?>order/api/engine/retrieve_order.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
onSuccess: function(res) {
var all = (res.output || []).filter(function(o) {
return ['quotation', 'revenue'].includes(String(o.source || ''));
});
var keyword = $('#search_input').val().toLowerCase();
var status = $('#filter_status').val();
var fil_dept = $('#filter_dept').val();
var data = all.filter(function(o) {
var source_id = String(o.source_id || '');
var source = String(o.source || '');
var source_label = source === 'revenue' ? 'direct' : source;
var match_kw = !keyword ||
(o.order_number || '').toLowerCase().includes(keyword) ||
(o.contact_name || '').toLowerCase().includes(keyword) ||
(o.shipping_tracking_number || '').toLowerCase().includes(keyword) ||
source_label.includes(keyword) ||
source_id.includes(keyword);
var match_status = status === '' || String(o.status) === status;
var match_dept = !fil_dept || String(o.department_id) === fil_dept;
return match_kw && match_status && match_dept;
});
$('#stat_total').text(format_number(all.length));
$('#stat_pending').text(format_number(all.filter(o => String(o.status) === '-2').length));
$('#stat_draft').text(format_number(all.filter(o => String(o.status) === '0').length));
$('#stat_confirmed').text(format_number(all.filter(o => parseInt(o.status) >= 1).length));
alasql('CREATE TABLE IF NOT EXISTS revenue_order_list');
alasql.tables.revenue_order_list.data = data;
$('table#revenue_order_list tfoot').html(generate_pagination('revenue_order_list', data.length));
change_page_revenue_order_list(1);
}
});
}
function change_page_revenue_order_list(page_num) {
var offset = (page_num - 1) * prop_limit;
var rows = alasql(`SELECT * FROM revenue_order_list LIMIT ${prop_limit} OFFSET ${offset}`);
var body = '';
if (!rows.length) {
$('table#revenue_order_list tbody').html(
'<tr><td colspan="9" class="text-center py-5 text-muted">No quotation sales orders found.</td></tr>'
);
return;
}
$.each(rows, function(i, o) {
var item_count = order_items_count(o.items);
var source = String(o.source || '');
var source_display = source === 'quotation' && parseInt(o.source_id) > 0
? `<a href="<?php echo $server_url?>revenue/manage_quotation.php?id=${o.source_id}">Quotation #${o.source_id}</a>`
: (source === 'revenue' ? 'Direct' : '<span class="text-muted">—</span>');
body += `<tr>
<td class="py-3 fw-semibold">${escape_html(o.order_number || '')}</td>
<td class="py-3">${source_display}</td>
<td class="py-3">${format_date(o.order_date)}</td>
<td class="py-3">${escape_html(o.contact_name || '—')}</td>
<td class="py-3">${get_dept_label(o.department_id)}</td>
<td class="py-3">${item_count} item${item_count !== 1 ? 's' : ''}</td>
<td class="py-3 fw-semibold">${format_number(o.grand_total, 2)}</td>
<td class="py-3">${order_status_badge(o.status)}</td>
<td class="py-3">${o.shipping_tracking_number ? escape_html(o.shipping_tracking_number) : '<span class="text-muted">—</span>'}</td>
<td class="py-3">
<a href="<?php echo $server_url?>revenue/manage_order.php?id=${o.id}" title="View SO">
<i class="ti ti-eye fs-5"></i>
</a>
</td>
</tr>`;
});
$('table#revenue_order_list tbody').html(body);
}
$(async function() {
await load_dept_cache();
populate_dept_filter('filter_dept');
retrieve_orders();
$('#search_input').on('keyup', function(e) {
if (e.key === 'Enter') retrieve_orders();
});
$('#filter_status, #filter_dept').on('change', retrieve_orders);
});
</script>
</body>
</html>
+19 -7
View File
@@ -89,7 +89,7 @@
<div class="card">
<div class="card-body p-4">
<div class="row g-3 align-items-end">
<div class="col-lg-6">
<div class="col-lg-4">
<div class="position-relative">
<input type="text" id="search_input" class="form-control ps-9"
placeholder="Search quotation number or contact...">
@@ -98,7 +98,7 @@
</span>
</div>
</div>
<div class="col-lg-3">
<div class="col-lg-2">
<select id="filter_status" class="form-select">
<option value="">All Status</option>
<option value="0">Draft</option>
@@ -109,7 +109,12 @@
<option value="-1">Cancelled</option>
</select>
</div>
<div class="col-lg-3">
<div class="col-lg-2">
<select id="filter_dept" class="form-select">
<option value="">All Departments</option>
</select>
</div>
<div class="col-lg-2">
<button class="btn btn-secondary w-100" onclick="retrieve_quotations()">
<i class="ti ti-search me-1"></i>Search
</button>
@@ -130,6 +135,7 @@
<th>Date</th>
<th>Valid Until</th>
<th>Contact</th>
<th>Department</th>
<th>Items</th>
<th>Grand Total</th>
<th>Status</th>
@@ -172,13 +178,15 @@
var keyword = $('#search_input').val().toLowerCase();
var fil_status = $('#filter_status').val();
var fil_dept = $('#filter_dept').val();
var data = all.filter(function(q) {
var match_kw = !keyword ||
var match_kw = !keyword ||
(q.quotation_number || '').toLowerCase().includes(keyword) ||
(q.contact_name || '').toLowerCase().includes(keyword);
var match_st = fil_status === '' || String(q.status) === fil_status;
return match_kw && match_st;
var match_st = fil_status === '' || String(q.status) === fil_status;
var match_dept = !fil_dept || String(q.department_id) === fil_dept;
return match_kw && match_st && match_dept;
});
// Stats from full list (unfiltered)
@@ -208,6 +216,7 @@
<td class="py-3">${format_date(q.quotation_date)}</td>
<td class="py-3">${q.valid_until ? format_date(q.valid_until) : '<span class="text-muted">—</span>'}</td>
<td class="py-3">${escape_html(q.contact_name || '—')}</td>
<td class="py-3">${get_dept_label(q.department_id)}</td>
<td class="py-3">${items.length} item${items.length !== 1 ? 's' : ''}</td>
<td class="py-3 fw-semibold">${format_number(q.grand_total, 2)}</td>
<td class="py-3">${status_badge[String(q.status)] || q.status}</td>
@@ -222,11 +231,14 @@
$('table#quotation_list tbody').html(body);
}
$(function() {
$(async function() {
await load_dept_cache();
populate_dept_filter('filter_dept');
retrieve_quotations();
$('#search_input').on('keyup', function(e) {
if (e.key === 'Enter') retrieve_quotations();
});
$('#filter_status, #filter_dept').on('change', retrieve_quotations);
});
</script>
+2 -34
View File
@@ -1,36 +1,4 @@
<?php
session_start();
require '../config.php';
require '../include_header.php';
header('Location: ../finance/receipt.php');
exit;
?>
<body>
<?php require '../include_topbar.php'; ?>
<?php require '../include_sidebar_ac.php'; ?>
<main id="content" class="content py-15">
<div class="container-fluid">
<div class="row mb-6">
<div class="col-12">
<h1 class="fs-3 mb-1">Receipts</h1>
<p class="mb-0 text-muted">Customer receipts</p>
</div>
</div>
<div class="row">
<div class="col-12">
<div class="card p-5 text-center text-muted">
<i class="ti ti-cash fs-1 mb-3 d-block"></i>
<p class="mb-0">Receipts coming soon.</p>
</div>
</div>
</div>
</div>
</main>
<?php require '../include_ending.php'; ?>
</body>
</html>
+5
View File
@@ -0,0 +1,5 @@
<?php
$id = (int)($_GET['id'] ?? 0);
header('Location: manage_invoice.php?id=' . $id);
exit;
?>