> ## Documentation Index
> Fetch the complete documentation index at: https://mintlify.com/emmanueljarquin-sys/GrupoMecsaCMS/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Management

> Manage your client directory with logos, categories, and metadata

## Overview

The Clients module allows you to maintain a comprehensive directory of your business clients. Each client record includes a logo, category assignment, and metadata for organization and display purposes.

## Key Features

<CardGroup cols={2}>
  <Card title="Logo Management" icon="image">
    Upload and store client logos in Supabase Storage
  </Card>

  <Card title="Category Organization" icon="folder-tree">
    Organize clients by business categories
  </Card>

  <Card title="Pagination" icon="list">
    Browse large client lists with configurable page sizes
  </Card>

  <Card title="CRUD Operations" icon="pencil">
    Create, view, update, and delete client records
  </Card>
</CardGroup>

## Adding a New Client

<Steps>
  <Step title="Navigate to Clients">
    Access the Clients module from the sidebar menu.
  </Step>

  <Step title="Click 'New Client'">
    Click the "Agregar Cliente" button to open the creation form.
  </Step>

  <Step title="Fill in Client Details">
    Required fields:

    * **Name** (`nombre`): Client company name
    * **Category** (`categoria`): Select from existing categories
    * **Logo**: Upload an image file (PNG, JPG, SVG)
  </Step>

  <Step title="Submit the Form">
    The system will:

    * Validate the input
    * Upload the logo to Supabase Storage
    * Generate the next client ID
    * Insert the record into the database
  </Step>
</Steps>

## Logo Upload Process

Logos are stored in Supabase Storage with category-based paths:

```php clientes.php theme={null}
$bucket = "clientes";
$nombre_original = basename($_FILES['logo']['name']);
$extension = pathinfo($nombre_original, PATHINFO_EXTENSION);

// Sanitize filename
$nombre_seguro = preg_replace('/[^A-Za-z0-9_-]/', '_', pathinfo($nombre_original, PATHINFO_FILENAME));
$nombre_final = $nombre_seguro . '.' . strtolower($extension);

// Category-based path
$ruta_supabase = "$categoria/logos/$nombre_final";

$contenido = file_get_contents($_FILES['logo']['tmp_name']);

$ch = curl_init();
curl_setopt_array($ch, [
    CURLOPT_URL => "$supabase_url/storage/v1/object/$bucket/$ruta_supabase",
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST => "PUT",
    CURLOPT_POSTFIELDS => $contenido,
    CURLOPT_HTTPHEADER => array_merge(get_supabase_headers(), [
        "Content-Type: application/octet-stream"
    ])
]);
$upload_resp = curl_exec($ch);
$upload_code = curl_getinfo($ch, CURLINFO_HTTP_CODE);
curl_close($ch);
```

### Storage Path Structure

```
clientes/
  ├── categoria1/
  │   └── logos/
  │       ├── client1.png
  │       └── client2.jpg
  └── categoria2/
      └── logos/
          └── client3.svg
```

## Client Record Structure

```json theme={null}
{
  "id": 1,
  "nombre": "Company Name",
  "categoria": 5,
  "logo_url": "categoria1/logos/company.png",
  "created_at": "2024-01-15T10:30:00Z"
}
```

## Pagination

The client list supports pagination for better performance:

```php clientes.php theme={null}
$page = intval($_GET['page'] ?? 1);
$perPage = intval($_GET['rowsPerPage'] ?? 10);
$offset = ($page - 1) * $perPage;
```

**Default Settings:**

* **Rows per page**: 10
* **Configurable**: Users can change the page size
* **URL parameters**: `?page=2&rowsPerPage=20`

## Category Integration

Clients are organized by categories defined in the `categorias` table. Each client must be assigned to a valid category.

<Info>
  Categories help organize clients by industry, service type, or any custom classification system.
</Info>

### Category Selection

When creating or editing a client:

```php theme={null}
$selected_cat_id = isset($_POST['categoria']) ? intval($_POST['categoria']) : 0;

if (empty($nombre) || $selected_cat_id <= 0) {
    die("<script>alert('❌ Faltan datos requeridos o categoría inválida'); window.history.back();</script>");
}
```

## Editing Clients

To update an existing client:

<Steps>
  <Step title="Select Client">
    Click the edit button next to the client you want to modify.
  </Step>

  <Step title="Modify Fields">
    Update any of the following:

    * Client name
    * Category assignment
    * Logo (optional - upload a new one to replace)
  </Step>

  <Step title="Save Changes">
    Submit the form to update the record in the database.
  </Step>
</Steps>

<Note>
  When uploading a new logo, the old logo file remains in storage. Consider implementing cleanup routines for unused files.
</Note>

## Deleting Clients

Deleting a client:

<Warning>
  Deleting a client does not automatically remove their logo from Supabase Storage. The file will remain unless manually deleted.
</Warning>

<Steps>
  <Step title="Select Client">
    Click the delete button for the client you want to remove.
  </Step>

  <Step title="Confirm Deletion">
    Confirm the action in the dialog prompt.
  </Step>

  <Step title="Record Removed">
    The client record is permanently deleted from the database.
  </Step>
</Steps>

## Viewing Client Projects

Clients are linked to projects in the [Projects module](/modules/projects). When viewing a client, you can see all associated projects.

## Database Table

**Table Name**: `clientes`

| Column       | Type        | Description                    |
| ------------ | ----------- | ------------------------------ |
| `id`         | integer     | Auto-incrementing primary key  |
| `nombre`     | text        | Client company name            |
| `categoria`  | integer     | Foreign key to `categorias.id` |
| `logo_url`   | text        | Storage path to logo file      |
| `created_at` | timestamptz | Record creation timestamp      |

## API Endpoints

The Clients module uses Supabase REST API:

* **GET** `/rest/v1/clientes` - List all clients
* **POST** `/rest/v1/clientes` - Create new client
* **PATCH** `/rest/v1/clientes?id=eq.{id}` - Update client
* **DELETE** `/rest/v1/clientes?id=eq.{id}` - Delete client

## Best Practices

<Tip>
  Use consistent logo file formats (PNG or SVG) for better display quality across devices.
</Tip>

<Tip>
  Organize categories thoughtfully before adding many clients - restructuring later can be time-consuming.
</Tip>

## Troubleshooting

### Logo Upload Fails

**Possible causes:**

* File size exceeds server limits
* Invalid file format
* Insufficient storage permissions

**Solution**: Check PHP `upload_max_filesize` and Supabase Storage bucket policies.

### Category Not Found

**Problem**: "Categoría inválida" error

**Solution**: Ensure you've selected a valid category from the dropdown. If no categories exist, create one in the [Categories module](/modules/content) first.

## Next Steps

<CardGroup cols={2}>
  <Card title="Projects" icon="diagram-project" href="/modules/projects">
    Link clients to projects
  </Card>

  <Card title="Dashboard" icon="gauge" href="/modules/dashboard">
    View client statistics
  </Card>
</CardGroup>