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files >> //home/kckglobal/cloud.kckglobal.net/application/views/admin/settings/includes/sales.php
<?php defined('BASEPATH') or exit('No direct script access allowed'); ?> <?php echo form_hidden('finance_settings'); ?> <div class="horizontal-scrollable-tabs panel-full-width-tabs"> <div class="scroller arrow-left"><i class="fa fa-angle-left"></i></div> <div class="scroller arrow-right"><i class="fa fa-angle-right"></i></div> <div class="horizontal-tabs"> <ul class="nav nav-tabs nav-tabs-horizontal" role="tablist"> <li role="presentation" class="active"> <a href="#general" aria-controls="general" role="tab" data-toggle="tab"><?php echo _l('settings_sales_heading_general'); ?></a> </li> <li role="presentation"> <a href="#invoice" aria-controls="invoice" role="tab" data-toggle="tab"><?php echo _l('invoices'); ?></a> </li> <li role="presentation"> <a href="#credit_notes" aria-controls="credit_notes" role="tab" data-toggle="tab"><?php echo _l('credit_notes'); ?></a> </li> <li role="presentation"> <a href="#estimates" aria-controls="estimates" role="tab" data-toggle="tab"><?php echo _l('settings_sales_heading_estimates'); ?></a> </li> <li role="presentation"> <a href="#proposals" aria-controls="proposals" role="tab" data-toggle="tab"><?php echo _l('proposals'); ?></a> </li> <?php hooks()->do_action('after_finance_settings_last_tab'); ?> </ul> </div> </div> <div class="tab-content mtop15"> <div role="tabpanel" class="tab-pane active" id="general"> <h4 class="bold"> <?php echo _l('settings_sales_general'); ?> </h4> <p class="text-muted"> <p><?php echo _l('settings_sales_general_note'); ?></p> </p> <hr /> <div class="row"> <div class="col-md-6"> <div class="form-group"> <label for="decimal_separator"><?php echo _l('settings_sales_decimal_separator'); ?></label> <select id="decimal_separator" class="selectpicker" name="settings[decimal_separator]" data-width="100%"> <option value="," <?php if (get_option('decimal_separator') == ',') { echo ' selected'; }; ?>>,</option> <option value="." <?php if (get_option('decimal_separator') == '.') { echo ' selected'; }; ?>>.</option> </select> </div> </div> <div class="col-md-6"> <div class="form-group"> <label for="thousand_separator"><?php echo _l('settings_sales_thousand_separator'); ?></label> <select id="thousand_separator" class="selectpicker" name="settings[thousand_separator]" data-width="100%" data-show-subtext="true"> <option value="," <?php if (get_option('thousand_separator') == ',') { echo ' selected'; }; ?>>,</option> <option value="." <?php if (get_option('thousand_separator') == '.') { echo ' selected'; }; ?>>.</option> <option value="'" data-subtext="apostrophe" <?php if (get_option('thousand_separator') == "'") { echo ' selected'; }; ?>>'</option> <option value="" data-subtext="none" <?php if (get_option('thousand_separator') == '') { echo ' selected'; }; ?>> </option> <option value=" " data-subtext="space" <?php if (get_option('thousand_separator') == ' ') { echo ' selected'; }; ?>> </option> </select> </div> </div> </div> <hr class="no-mtop" /> <i class="fa-regular fa-circle-question pull-left tw-mt-0.5 tw-mr-1" data-toggle="tooltip" data-title="<?php echo _l('invoices') . ', ' . _l('estimates') . ', ' . _l('proposals') ?>"></i> <?php echo render_input('settings[number_padding_prefixes]', 'settings_number_padding_prefix', get_option('number_padding_prefixes'), 'number', ['required' => true]); ?> <hr /> <?php render_yes_no_option('automatically_set_logged_in_staff_sales_agent', 'automatically_set_logged_in_staff_sales_agent', 'automatically_set_logged_in_staff_sales_agent_help'); ?> <hr /> <?php render_yes_no_option('show_tax_per_item', 'settings_show_tax_per_item'); ?> <hr /> <?php render_yes_no_option('remove_tax_name_from_item_table', 'remove_tax_name_from_item_table', 'remove_tax_name_from_item_table_help'); ?> <hr /> <?php render_yes_no_option('items_table_amounts_exclude_currency_symbol', 'items_table_amounts_exclude_currency_symbol'); ?> <hr /> <?php $default_tax = unserialize(get_option('default_tax')); ?> <div class="form-group"> <label for="default_tax"><?php echo _l('settings_default_tax'); ?></label> <?php echo $this->misc_model->get_taxes_dropdown_template('settings[default_tax][]', $default_tax); ?> </div> <div class="clearfix"></div> <hr /> <?php render_yes_no_option('remove_decimals_on_zero', 'remove_decimals_on_zero'); ?> <hr /> <h4 class="bold"><?php echo _l('settings_amount_to_words'); ?></h4> <p class="text-muted"><?php echo _l('settings_amount_to_words_desc') . '/' . mb_strtolower(_l('proposal')); ?> </p> <div class="row"> <div class="col-md-6"> <?php render_yes_no_option('total_to_words_enabled', 'settings_amount_to_words_enabled'); ?> </div> <div class="col-md-6"> <?php render_yes_no_option('total_to_words_lowercase', 'settings_total_to_words_lowercase'); ?> </div> </div> </div> <div role="tabpanel" class="tab-pane" id="invoice"> <div class="form-group"> <label class="control-label" for="invoice_prefix"><?php echo _l('settings_sales_invoice_prefix'); ?></label> <input type="text" name="settings[invoice_prefix]" class="form-control" value="<?php echo get_option('invoice_prefix'); ?>"> </div> <hr /> <i class="fa-regular fa-circle-question pull-left tw-mt-0.5 tw-mr-1" data-toggle="tooltip" data-title="<?php echo _l('settings_sales_next_invoice_number_tooltip'); ?>"></i> <?php echo render_input('settings[next_invoice_number]', 'settings_sales_next_invoice_number', get_option('next_invoice_number'), 'number', ['min' => 1]); ?> <hr /> <i class="fa-regular fa-circle-question pull-left tw-mt-0.5 tw-mr-1" data-toggle="tooltip" data-title="<?php echo _l('invoice_due_after_help'); ?>"></i> <?php echo render_input('settings[invoice_due_after]', 'settings_sales_invoice_due_after', get_option('invoice_due_after')); ?> <hr /> <?php echo render_yes_no_option('allow_staff_view_invoices_assigned', 'allow_staff_view_invoices_assigned'); ?> <hr /> <?php render_yes_no_option('view_invoice_only_logged_in', 'settings_sales_require_client_logged_in_to_view_invoice'); ?> <hr /> <?php render_yes_no_option('delete_only_on_last_invoice', 'settings_delete_only_on_last_invoice'); ?> <hr /> <?php render_yes_no_option('invoice_number_decrement_on_delete', 'settings_sales_decrement_invoice_number_on_delete', 'settings_sales_decrement_invoice_number_on_delete_tooltip'); ?> <hr /> <?php render_yes_no_option('exclude_invoice_from_client_area_with_draft_status', 'exclude_invoices_draft_from_client_area'); ?> <hr /> <?php render_yes_no_option('show_sale_agent_on_invoices', 'settings_show_sale_agent_on_invoices'); ?> <hr /> <?php render_yes_no_option('show_project_on_invoice', 'show_project_on_invoice'); ?> <hr /> <?php render_yes_no_option('show_total_paid_on_invoice', 'show_total_paid_on_invoice'); ?> <hr /> <?php render_yes_no_option('show_credits_applied_on_invoice', 'show_credits_applied_on_invoice'); ?> <hr /> <?php render_yes_no_option('show_amount_due_on_invoice', 'show_amount_due_on_invoice'); ?> <hr /> <?php render_yes_no_option('attach_invoice_to_payment_receipt_email', 'attach_invoice_to_payment_receipt_email'); ?> <hr /> <div class="form-group"> <label for="invoice_number_format" class="control-label clearfix"><?php echo _l('settings_sales_invoice_number_format'); ?></label> <div class="radio radio-primary radio-inline"> <input type="radio" id="number_based" name="settings[invoice_number_format]" value="1" <?php if (get_option('invoice_number_format') == '1') { echo 'checked'; } ?>> <label for="number_based"><?php echo _l('settings_sales_invoice_number_format_number_based'); ?></label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[invoice_number_format]" value="2" id="year_based" <?php if (get_option('invoice_number_format') == '2') { echo 'checked'; } ?>> <label for="year_based"><?php echo _l('settings_sales_invoice_number_format_year_based'); ?> (YYYY/000001)</label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[invoice_number_format]" value="3" id="short_year_based" <?php if (get_option('invoice_number_format') == '3') { echo 'checked'; } ?>> <label for="short_year_based">000001-YY</label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[invoice_number_format]" value="4" id="year_month_based" <?php if (get_option('invoice_number_format') == '4') { echo 'checked'; } ?>> <label for="year_month_based">000001/MM/YYYY</label> </div> <hr /> </div> <?php echo render_textarea('settings[predefined_clientnote_invoice]', 'settings_predefined_clientnote', get_option('predefined_clientnote_invoice'), ['rows' => 6]); ?> <?php echo render_textarea('settings[predefined_terms_invoice]', 'settings_predefined_predefined_term', get_option('predefined_terms_invoice'), ['rows' => 6]); ?> </div> <div role="tabpanel" class="tab-pane" id="credit_notes"> <div class="form-group"> <label class="control-label" for="credit_note_prefix"><?php echo _l('credit_note_number_prefix'); ?></label> <input type="text" name="settings[credit_note_prefix]" id="credit_note_prefix" class="form-control" value="<?php echo get_option('credit_note_prefix'); ?>"> </div> <hr /> <i class="fa-regular fa-circle-question pull-left tw-mt-0.5 tw-mr-1" data-toggle="tooltip" data-title="<?php echo _l('settings_sales_next_invoice_number_tooltip'); ?>"></i> <?php echo render_input('settings[next_credit_note_number]', 'settings_sales_next_credit_note_number', get_option('next_credit_note_number'), 'number', ['min' => 1]); ?> <hr /> <div class="form-group"> <label for="credit_note_number_format" class="control-label clearfix"><?php echo _l('settings_sales_credit_note_number_format'); ?></label> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[credit_note_number_format]" value="1" id="cn_number_based" <?php if (get_option('credit_note_number_format') == '1') { echo 'checked'; } ?>> <label for="cn_number_based"><?php echo _l('settings_sales_invoice_number_format_number_based'); ?></label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[credit_note_number_format]" value="2" id="cn_year_based" <?php if (get_option('credit_note_number_format') == '2') { echo 'checked'; } ?>> <label for="cn_year_based"><?php echo _l('settings_sales_invoice_number_format_year_based'); ?> (YYYY/000001)</label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[credit_note_number_format]" value="3" id="cn_short_year_based" <?php if (get_option('credit_note_number_format') == '3') { echo 'checked'; } ?>> <label for="cn_short_year_based">000001-YY</label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[credit_note_number_format]" value="4" id="cn_year_month_based" <?php if (get_option('credit_note_number_format') == '4') { echo 'checked'; } ?>> <label for="cn_year_month_based">000001/MM/YYYY</label> </div> </div> <hr /> <?php render_yes_no_option('credit_note_number_decrement_on_delete', 'credit_note_number_decrement_on_delete', 'credit_note_number_decrement_on_delete_help'); ?> <hr /> <?php render_yes_no_option('show_project_on_credit_note', 'show_project_on_credit_note'); ?> <hr /> <?php echo render_textarea('settings[predefined_clientnote_credit_note]', 'settings_predefined_clientnote', get_option('predefined_clientnote_credit_note'), ['rows' => 6]); ?> <?php echo render_textarea('settings[predefined_terms_credit_note]', 'settings_predefined_predefined_term', get_option('predefined_terms_credit_note'), ['rows' => 6]); ?> </div> <div role="tabpanel" class="tab-pane" id="estimates"> <div class="form-group"> <label class="control-label" for="estimate_prefix"><?php echo _l('settings_sales_estimate_prefix'); ?></label> <input type="text" name="settings[estimate_prefix]" class="form-control" value="<?php echo get_option('estimate_prefix'); ?>"> </div> <hr /> <i class="fa-regular fa-circle-question pull-left tw-mt-0.5 tw-mr-1" data-toggle="tooltip" data-title="<?php echo _l('settings_sales_next_estimate_number_tooltip'); ?>"></i> <?php echo render_input('settings[next_estimate_number]', 'settings_sales_next_estimate_number', get_option('next_estimate_number'), 'number', ['min' => 1]); ?> <hr /> <i class="fa-regular fa-circle-question pull-left tw-mt-0.5 tw-mr-1" data-toggle="tooltip" data-title="<?php echo _l('invoice_due_after_help'); ?>"></i> <?php echo render_input('settings[estimate_due_after]', 'estimate_due_after', get_option('estimate_due_after')); ?> <hr /> <?php render_yes_no_option('delete_only_on_last_estimate', 'settings_delete_only_on_last_estimate'); ?> <hr /> <?php render_yes_no_option('estimate_number_decrement_on_delete', 'settings_sales_decrement_estimate_number_on_delete', 'settings_sales_decrement_estimate_number_on_delete_tooltip'); ?> <hr /> <?php echo render_yes_no_option('allow_staff_view_estimates_assigned', 'allow_staff_view_estimates_assigned'); ?> <hr /> <?php render_yes_no_option('view_estimate_only_logged_in', 'settings_sales_require_client_logged_in_to_view_estimate'); ?> <hr /> <?php render_yes_no_option('show_sale_agent_on_estimates', 'settings_show_sale_agent_on_estimates'); ?> <hr /> <?php render_yes_no_option('show_project_on_estimate', 'show_project_on_estimate'); ?> <hr /> <?php render_yes_no_option('estimate_auto_convert_to_invoice_on_client_accept', 'settings_estimate_auto_convert_to_invoice_on_client_accept'); ?> <hr /> <?php render_yes_no_option('exclude_estimate_from_client_area_with_draft_status', 'settings_exclude_estimate_from_client_area_with_draft_status'); ?> <hr /> <div class="form-group"> <label for="estimate_number_format" class="control-label clearfix"><?php echo _l('settings_sales_estimate_number_format'); ?></label> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[estimate_number_format]" value="1" id="e_number_based" <?php if (get_option('estimate_number_format') == '1') { echo 'checked'; } ?>> <label for="e_number_based"><?php echo _l('settings_sales_estimate_number_format_number_based'); ?></label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[estimate_number_format]" value="2" id="e_year_based" <?php if (get_option('estimate_number_format') == '2') { echo 'checked'; } ?>> <label for="e_year_based"><?php echo _l('settings_sales_estimate_number_format_year_based'); ?> (YYYY/000001)</label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[estimate_number_format]" value="3" id="e_short_year_based" <?php if (get_option('estimate_number_format') == '3') { echo 'checked'; } ?>> <label for="e_short_year_based">000001-YY</label> </div> <div class="radio radio-primary radio-inline"> <input type="radio" name="settings[estimate_number_format]" value="4" id="e_year_month_based" <?php if (get_option('estimate_number_format') == '4') { echo 'checked'; } ?>> <label for="e_year_month_based">000001/MM/YYYY</label> </div> <hr /> </div> <div class="row"> <div class="col-md-12"> <?php echo render_input('settings[estimates_pipeline_limit]', 'pipeline_limit_status', get_option('estimates_pipeline_limit')); ?> </div> <div class="col-md-7"> <label for="default_proposals_pipeline_sort" class="control-label"><?php echo _l('default_pipeline_sort'); ?></label> <select name="settings[default_estimates_pipeline_sort]" id="default_estimates_pipeline_sort" class="selectpicker" data-width="100%" data-none-selected-text="<?php echo _l('dropdown_non_selected_tex'); ?>"> <option value="datecreated" <?php if (get_option('default_estimates_pipeline_sort') == 'datecreated') { echo 'selected'; }?>><?php echo _l('estimates_sort_datecreated'); ?></option> <option value="date" <?php if (get_option('default_estimates_pipeline_sort') == 'date') { echo 'selected'; }?>><?php echo _l('estimates_sort_estimate_date'); ?></option> <option value="pipeline_order" <?php if (get_option('default_estimates_pipeline_sort') == 'pipeline_order') { echo 'selected'; }?>><?php echo _l('estimates_sort_pipeline'); ?></option> <option value="expirydate" <?php if (get_option('default_estimates_pipeline_sort') == 'expirydate') { echo 'selected'; }?>><?php echo _l('estimates_sort_expiry_date'); ?></option> </select> </div> <div class="col-md-5"> <div class="mtop30 text-right"> <div class="radio radio-inline radio-primary"> <input type="radio" id="k_desc_estimate" name="settings[default_estimates_pipeline_sort_type]" value="asc" <?php if (get_option('default_estimates_pipeline_sort_type') == 'asc') { echo 'checked'; } ?>> <label for="k_desc_estimate"><?php echo _l('order_ascending'); ?></label> </div> <div class="radio radio-inline radio-primary"> <input type="radio" id="k_asc_estimate" name="settings[default_estimates_pipeline_sort_type]" value="desc" <?php if (get_option('default_estimates_pipeline_sort_type') == 'desc') { echo 'checked'; } ?>> <label for="k_asc_estimate"><?php echo _l('order_descending'); ?></label> </div> </div> </div> <div class="clearfix"></div> </div> <hr /> <?php echo render_textarea('settings[predefined_clientnote_estimate]', 'settings_predefined_clientnote', get_option('predefined_clientnote_estimate'), ['rows' => 6]); ?> <?php echo render_textarea('settings[predefined_terms_estimate]', 'settings_predefined_predefined_term', get_option('predefined_terms_estimate'), ['rows' => 6]); ?> </div> <div role="tabpanel" class="tab-pane" id="proposals"> <?php echo render_input('settings[proposal_number_prefix]', 'proposal_number_prefix', get_option('proposal_number_prefix')); ?> <hr /> <i class="fa-regular fa-circle-question pull-left tw-mt-0.5 tw-mr-1" data-toggle="tooltip" data-title="<?php echo _l('invoice_due_after_help'); ?>"></i> <?php echo render_input('settings[proposal_due_after]', 'proposal_due_after', get_option('proposal_due_after'), 'number'); ?> <hr /> <div class="row"> <div class="col-md-12"> <?php echo render_input('settings[proposals_pipeline_limit]', 'pipeline_limit_status', get_option('proposals_pipeline_limit')); ?> <hr /> </div> <div class="col-md-7"> <label for="default_proposals_pipeline_sort" class="control-label"><?php echo _l('default_pipeline_sort'); ?></label> <select name="settings[default_proposals_pipeline_sort]" id="default_proposals_pipeline_sort" class="selectpicker" data-width="100%" data-none-selected-text="<?php echo _l('dropdown_non_selected_tex'); ?>"> <option value="datecreated" <?php if (get_option('default_proposals_pipeline_sort') == 'datecreated') { echo 'selected'; }?>><?php echo _l('proposals_sort_datecreated'); ?></option> <option value="date" <?php if (get_option('default_proposals_pipeline_sort') == 'date') { echo 'selected'; }?>><?php echo _l('proposals_sort_proposal_date'); ?></option> <option value="pipeline_order" <?php if (get_option('default_proposals_pipeline_sort') == 'pipeline_order') { echo 'selected'; }?>><?php echo _l('proposals_sort_pipeline'); ?></option> <option value="open_till" <?php if (get_option('default_proposals_pipeline_sort') == 'open_till') { echo 'selected'; }?>><?php echo _l('proposals_sort_open_till'); ?></option> </select> </div> <div class="col-md-5"> <div class="mtop30 text-right"> <div class="radio radio-inline radio-primary"> <input type="radio" id="k_desc_proposal" name="settings[default_proposals_pipeline_sort_type]" value="asc" <?php if (get_option('default_proposals_pipeline_sort_type') == 'asc') { echo 'checked'; } ?>> <label for="k_desc_proposal"><?php echo _l('order_ascending'); ?></label> </div> <div class="radio radio-inline radio-primary"> <input type="radio" id="k_asc_proposal" name="settings[default_proposals_pipeline_sort_type]" value="desc" <?php if (get_option('default_proposals_pipeline_sort_type') == 'desc') { echo 'checked'; } ?>> <label for="k_asc_proposal"><?php echo _l('order_descending'); ?></label> </div> </div> </div> <div class="clearfix"></div> </div> <hr /> <?php render_yes_no_option('show_project_on_proposal', 'show_project_on_proposal'); ?> <hr /> <?php render_yes_no_option('exclude_proposal_from_client_area_with_draft_status', 'exclude_proposal_from_client_area_with_draft_status'); ?> <hr /> <?php render_yes_no_option('proposal_auto_convert_to_invoice_on_client_accept', 'proposal_auto_convert_to_invoice_on_client_accept'); ?> <hr /> <?php render_yes_no_option('allow_staff_view_proposals_assigned', 'allow_staff_view_proposals_assigned'); ?> <hr /> <?php echo render_textarea('settings[proposal_info_format]', 'proposal_info_format', clear_textarea_breaks(get_option('proposal_info_format')), ['rows' => 8, 'style' => 'line-height:20px;']); ?> <p> <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{proposal_to}</a>, <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{address}</a>, <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{city}</a>, <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{state}</a>, <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{zip_code}</a>, <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{country_code}</a>, <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{country_name}</a>, <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{phone}</a>, <a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{email}</a> </p> <?php $custom_fields = get_custom_fields('proposal'); if (count($custom_fields) > 0) { echo '<hr />'; echo '<p class="no-mbot font-medium"><b>' . _l('custom_fields') . '</b></p>'; if (total_rows(db_prefix() . 'customfields', ['fieldto' => 'proposal', 'show_on_client_portal' => 1]) == 0) { echo '<p>' . _l('custom_field_pdf_html_help') . '</p>'; echo '<hr />'; } echo '<ul class="list-group">'; foreach ($custom_fields as $field) { echo '<li class="list-group-item"><b>' . $field['name'] . '</b>: ' . '<a href="#" class="settings-textarea-merge-field" data-to="proposal_info_format">{cf_' . $field['id'] . '}</a></li>'; } echo '</ul>'; echo '<hr />'; } ?> </div> <?php hooks()->do_action('after_finance_settings_tabs_content'); ?> </div>
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