johnnyq
8d5e5091ad
Expenses stage 3: billable expenses and pass-through costs - mark an expense for a client billable with a markup (default in Admin > Settings > Invoice), expenses to bill sit beside the time in Unbilled Time and go on a new or draft invoice with the tickets as a line each at a price that can be changed, the invoice gets an Expenses card with cost against billed and the margin plus an Add Expenses window, taking one off or deleting its line or invoice makes it to bill again (paid invoices keep it, cancelled ones keep the line), the quick look and list link billed expenses to their invoice with To bill and Billed pills and Bulk Set Billable, recurring expenses can be billed on each time or covered by one of the client's recurring invoices with a Costs card showing the monthly margin, expenses to bill counted in the menu, dashboard and client overview, export Billing and Billed On columns, demo data with recent client expenses to bill, database 3.0.1
2026-10-16 18:36:43 -04:00
johnnyq
94413424e4
Expenses stage 2: recurring expenses on a real schedule - monthly, quarterly or yearly on the day of the month they started on with the 31st falling back to a shorter month's last day, an optional end date for leases and financing after which they stop by themselves, the nightly run recording each one due today or missed by up to 7 nights dated the day it was due and telling the team about each with a link to it, one notice the day one falls too far behind in place of the nightly nag, Record Now dated today when early or the due date when late and safe to press twice, Move On to skip missed runs, Pause and Resume, a rebuilt list with cost a month, the next 30 days, running and need a look along the top, Active, Next 7 days, Late, Paused, Ended and All pills and vendor, category and client filters, a quick look with the schedule in words, the next dates, this year's total and the expenses it recorded, one New and Edit form that says the schedule as it is set and fills in from the vendor's last expense, recorded expenses carrying the payment method and reference and linked back with a filter and icon on the expenses list and a Recorded by line in their quick look, the dashboard figure, cash flow forecast and expense, recurring revenue and spend by vendor reports counting quarterly ones and end dates, the vendor page opening the quick look, demo data standing costs on their own days with insurance quarterly and linked to their history, fixes for edits moving the next date, new monthly ones starting in the picked month, recorded expenses losing the payment method, no way to pause and the list's date filter using the creation date, delete now needing full financial access, database 3.0.0 with frequency as month, quarter or year, anchor day and end date, the old day and month columns dropped and expense_recurring_expense_id backfilled, CHANGELOG updated
2026-10-16 18:02:00 -04:00
johnnyq
c93cb20f14
Expenses stage 1: rebuilt expenses list with this month against the same days last month, year so far with monthly average, recurring cost a month and expenses without a receipt in the last 90 days along the top, pills for client, no receipt and refunds with counts, vendor, category, client, date, account and payment method filters and a total of what the filters leave, an expense quick look showing the receipt inline with attach from the window, who entered it, refunds against it and the stock it paid for, one shared form for New, Edit, Copy and Refund with icons on every field, payment method saved from the default in Settings, vendor picks filling in the category, account and method of the last expense with them, refunds linked to the expense they give back and starting at what has not come back, receipts replaced or removed in Edit and served through agent/expense_receipt.php after the Financial and client checks with uploads/expenses closed to the web, bulk set category, account, payment method or client in one window and a single bulk delete, export with the list filters plus paid by, receipt and entered by columns, expenses in global search with open on load, the vendor page, Transactions and product stock history opening the quick look and Client Profitability linking direct costs to the client's expenses, fixes for the dead bulk delete button, bulk set client ignoring client restrictions, the New Expense window opening without write access, unlink warnings on empty receipts and photo receipts downloading as pdf, functions/expenses.php shared by the list, windows, export and search, database 2.9.9 with expense_created_by backfilled from the audit log and expense_refund_of_id, CHANGELOG updated
2026-10-16 17:43:11 -04:00
johnnyq
87c441b3b9
Billing stage 5: payment reminders on a schedule set in Invoice Settings (days before, on and after the due date, then every N days until paid, with a client opt-out on the Billing tab and no reminder for autopay invoices until late), Send Reminder and next-reminder status on the invoice page, a message and PDF attachment in the invoice, quote and statement Send windows, a statement PDF with aging and an optional monthly statement run, a new look for invoice, quote, reminder, receipt, statement and team notice emails sent to primary and billing contacts, late fee added as a proper invoice line, fixes for the quote answered notice link and batch payment receipts, database 2.9.8 and changelog
2026-10-16 17:12:10 -04:00
johnnyq
001cd9c658
Products makeover stage 4: price changes reach recurring invoices, drafts and quotes - every change to a product's price or cost kept with its source (edited, imported or from received stock) and who made it, on a Prices tab with the last change on the Pricing card, lines on recurring invoices, draft invoices and draft quotes still at an old price flagged on the product page, the Products page, each document and the dashboard Needs attention with what updating them adds a month, a new Update Prices page by product, client or document that picks lines at an old price, marks prices the product never had as their own and leaves them unpicked with the last change applied as the suggestion, Catalog price and same percent fills, editable new prices and a running monthly total, sent invoices and quotes left alone, changed lines recalculated with their tax and document total and noted in each document's history, saving a new price or importing a price list says how many lines are behind, deleting a product removes its price history, database 2.9.7 with the product_prices table, CHANGELOG updated
2026-10-16 16:35:29 -04:00
johnnyq
e2431748fa
Products makeover stage 3: sold hardware becomes client assets - products take an asset type, make, model and warranty in months, invoices with hardware get a Hardware card showing how many units are on the client's assets with their serials, an Add to Assets window with a row per unit for name, serial and assigned contact (Enter between serials for barcode scanning), make, model and warranty from the product counted from the invoice date, status and location for all, linking an asset the client already has or leaving rows for later, assets made this way are bought on the invoice date with its number as the order reference and link back to the invoice and product, a Client asset card and Assets tab on the product page, a Hardware tab and asset type on the products list, a dashboard Needs attention item for hardware sold in the last 90 days not yet on assets linking to a new invoices hardware filter, serials on the packing slip, asset type, make, model and warranty in product import and export, starter and demo hardware seeded with asset types, deleting a line or invoice unlinks its assets without removing them, database 2.9.6 with product asset columns and asset product, invoice and line links, CHANGELOG updated
2026-10-16 16:13:36 -04:00
johnnyq
d6e6bd146b
Products makeover stage 2: inventory ledger and alerts - every stock change recorded through productStockMove as received, sold, returned, counted or written off with unit cost, invoice or expense, note and agent, one Stock window to Receive, Count or Write off replacing Add Stock, a Stock tab on the product page with a running balance, Reorder at and Order per product with a To reorder tab, list and side nav badges, a dashboard Needs attention item and Low Stock notifications, a Count Stock page with live differences and a printable count sheet, an Inventory report with CSV exports, reorder columns and stock value in import and export, cancelling or deleting an invoice returns its stock from the net of its moves, copying an invoice or invoicing a quote carries the product link and is refused when tracked stock is short, recurring generated invoices link their products without moving stock, decimal stock quantities, database 2.9.5 with stock type, unit cost, invoice and user columns backfilled from existing notes, CHANGELOG updated
2026-10-16 15:48:29 -04:00
johnnyq
775edc53d8
Products makeover stage 1: products and services with cost and margin, the vendor they are bought from with its part number, internal notes and default billing of one time, monthly, quarterly or yearly per user or per device that fills in Billed on quotes and Counted on recurring invoices, a per-product Track stock switch so only tracked items move stock and refuse to be invoiced past the shelf while untracked ones are ordered as needed, rebuilt Products list with what catalog lines bring in each month on recurring, sales over 90 days with the top seller and stock value at cost, tabs for Services, Products, Recurring and Stocked, a vendor filter and part number search, a new product page with price, margin, 12 month sales, monthly recurring, stock with recent moves, recurring invoices, open quotes, invoices and history tabs, inline notes and Copy, one New and Edit window with live margin, rebuilt Add Stock, import by column heading with update by code for price lists, export with cost, margin, billing, vendor, part number and stock, agent-only margin on invoices, quotes and recurring invoices, a Products tab on our vendors' pages, search results opening the product page, billing defaults in the starter catalog and costs and vendors in the demo data. Fixes bulk Restore of archived products doing nothing, deleted products leaving stock behind, Add Stock recording zero units or a missing expense, and a backslash before an apostrophe in agent names in billing history. Adds DB 2.9.4 with product cost, vendor, part number, notes, frequency, seat source and track stock set for products with stock history plus product keys on line and stock tables, functions/products.php with productSave() as the one write path, productUsage() and billingMargin(), agent/product.php, a shared product_form.php, copy_product and product_set_notes handlers, removes product_model.php, and updates the 26.11 changelog
2026-10-16 15:23:05 -04:00
johnnyq
2fcdd6006b
Invoices, quotes and recurring invoices makeover stage 4: quote lines billed one time or each month, quarter or year with a Billed choice on the add-a-line row and in Edit Line, quotes grouped into One-time, Each month, Each quarter and Each year with a total for each on the page, PDF and client view, lines dragged within their own group, Start Billing on accepted quotes putting one-time lines on a draft invoice due on the client's terms and each recurring part on a new recurring invoice from a chosen date, emailed or left as drafts, or added to one of the client's recurring invoices of the same frequency, with an option to bill the first period on the invoice, an Invoiced as card on the quote linking every invoice and recurring invoice it became including ones it added lines to, From links back on invoices and recurring invoices, monthly amounts in the quotes list and its totals, search, client portal, quote email, Send and Copy windows, quotes export and client export, and Quotes Pipeline valuing quotes at up front plus a year of recurring lines. Fixes Make Invoice invoicing a quote twice or one never accepted, and its audit entry using the current quote prefix instead of the quote's own. Adds DB 2.9.3 with item_frequency, quote_monthly_amount, invoice_quote_id and recurring_invoice_quote_id, linking invoices to their quotes from history, quoteConvert() as the one invoicing path claiming the quote in a transaction, quoteLineGroups(), quoteAmountText() and quoteMadeFrom(), reportCsv() totals written as given, and updates the 26.11 changelog
2026-10-16 14:14:53 -04:00
johnnyq
1a51fc8dd6
Invoices, quotes and recurring invoices makeover stage 3: Unbilled Time page under Billing and in each client's menu with a count, listing every client's billable resolved or closed tickets not yet invoiced with time logged, hours to bill, rate, amount and oldest waiting, invoicing many clients at once onto a new draft each or each one's newest draft, and per client reviewing each ticket's hours before billing onto a new or existing draft with a line per ticket or one for all, live totals, and Not billable to write tickets off, Billing Time settings under Admin Settings Invoice for rounding to 6, 12, 15 or 30 minutes or the hour, nearest or always up, a per-ticket minimum and the line name, defaulting to the nearest 15 minutes, rebuilt ticket Invoice window showing time by agent, hours to bill and the client or default rate with add-to-draft and an open ticket warning, Add Tickets on an invoice now adds lines for the tickets' time with an option to attach without lines, client overview, dashboard and Unbilled Work report linking to it and counting unbilled time the same way, ticket billing written to ticket history instead of an internal note, invoices from tickets and copies due on the client's terms including On Receipt. Fixes ticket invoice line placed near the top of existing invoices, a ticket billable twice from two windows, no rate when the client had none set, and no hours filled in for tickets with 100 hours or more. Adds DB 2.9.2, billingTimeInvoice() as the one billing path with ticket claiming, billingUnbilledSql() and related helpers, unbilled_invoice, unbilled_invoice_clients and unbilled_write_off handlers, js/unbilled_time.js, and updates the 26.11 changelog
2026-10-16 13:42:06 -04:00
johnnyq
422088fb60
Invoices, quotes and recurring invoices makeover stage 2: per user, per device and per license recurring lines that take their quantity from the client's contacts (all or tagged), devices (ticked types or tagged, lost/stolen/retired left out) or a license's seats (in use or bought), counted again for every invoice with an optional contract minimum, set from a Counted choice on the add row or the full Quantity from section in Edit Line with a live count, marked on each line and listed in a new Seats card with Update now when the client has changed, quarterly frequency alongside monthly and yearly counted as a third in MRR on the dashboard, client pages, client portal and reports, period words {month} {quarter} {year} {period} filled into scope, notes and lines, schedule card showing the period the next invoice covers, recurring_invoice_anchor_day so month-end schedules return to the 31st after a short month, nightly run and Invoice Now consolidated into recurringInvoiceGenerate() which claims the run so it is billed once, refreshes seat counts and takes taxes at current rates, nightly run now bills runs missed by up to 7 days, Invoice Now bills the next run early and moves the schedule on from that run instead of restarting from today, recurring email goes to non-archived primary and billing contacts once per address and stays a draft when outgoing mail is not set up. Fixes portal recurring card ignoring yearly-only clients and counting archived ones, edit recurring invoice resetting the billing day. Adds DB 2.9.1, recurring_invoice_sync and recurring_seat_count handlers, itflowBillingSeatForm(), and updates the 26.11 changelog
2026-10-16 13:09:59 -04:00
johnnyq
c51323b88e
Rebuild guest sharing as Shared Links (functions/share.php, DB 2.9.0) with one Share window for credentials, documents and files plus secure notes and login requests that clients answer through an encrypted form and agents save to credentials, choices for expiry, view limit, a passphrase or a code emailed to the recipient with lockout after five wrong tries, optional 2FA codes, notify on open, email or copy or QR, the link secret kept after the # and only its hash stored, login, note and request payloads sealed with AES-256-GCM under a key derived from the secret and request keys held under the vault, a rebuilt guest page (guest/share.php, js/guest_share.js, guest/share_ajax.php) with click to reveal so link scanners cannot use up one-time links, copy buttons, rotating 2FA codes limited to the browser that opened it and a destroy button, POST-only file downloads confined to the client folder, a Shared Links page per client and under All Client Docs with open, sent back and ended filters, a quick look with access history by address and browser, turn off one, ticked or every open link for a client, secrets wiped when links end and ended links kept for 90 days, sharing policy under Admin Settings Security, old links still working until they expire, removal of share_modal.php, share_modal.js, credential_share.php, share_generate_link, get_share_totp_token and deactivate_shared_item, and an updated 26.11 changelog
2026-10-16 01:33:36 -04:00
johnnyq
15844faa9b
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
johnnyq
df0c6a5bc8
Review pass over the modernized sections: add icons in front of the fields that were missing them (project form, bulk due and manager, project export; service form, depends-on pickers, bulk edit, review, link tickets and export; calendar event and calendar forms; rack and rack item forms; project template name; location and vendor extension; ticket bulk reply, bulk resolve and edit reply time worked; license renew date; client bulk ticket subject; credential share link), show names with apostrophes and quotes correctly in contact, asset, client, tag, ticket template and vendor template save messages, reword unclear or inconsistent messages and hints (ticket close, reply added, task approvals, bulk contact and asset messages, user and profile hints, VLAN, certificate and vendor PIN hints, with no vendor / location / network), singular and plural in bulk modal titles, US spelling in visible text, make the hidden attribute win over display utilities so the empty credential strength meter stays hidden, wrap pagination on narrow screens, and remove the unused credentialLink, projectLink and linkCounts helpers
2026-10-15 22:20:25 -04:00
johnnyq
99ecc2d4a4
Modernize Administration > Users and the agent Account pages: new users list with Users/Admins/No MFA/Disabled/Archived views, role filter, status and MFA pills, remembered browsers, client access summary, last successful sign in with device and IP, seat badge, quick look modal, bulk role/require MFA/forget browsers/activate/disable, shared New/Edit user form with Details/Sign in/Client access tabs (icon prefixed inputs, picture preview, generated passwords, Only/Never client rules with search and set all), archive modal with ticket hand-over, restore requiring a new password, incident response limited to agents and forgetting remembered browsers, export role filter and MFA/last sign in/client access columns; Account pages reworked into Profile/Security/Preferences/Activity with current password required to change email, password or turn MFA off, inline SVG MFA QR code, remembered browser list with forget one/all, rows per page preference; adds functions/user.php shared helpers, validates email format and uniqueness, sets password hash and vault key from the exact typed password, purifies signatures, fixes Activity showing other agents' sign ins, removes dead user invite modal and user_model, and fixes the networks export link from All Clients with no filter
2026-10-15 21:29:40 -04:00
johnnyq
2fc9c7bfe3
Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes
2026-10-15 20:33:28 -04:00
johnnyq
3ec52974db
Calendar modernization: calendar page rebuilt to load only the dates on screen with show or hide toggles for each calendar and for built-in sources (scheduled tickets, project start and due dates, service reviews, recurring tickets, renewals, invoices due), a filter for one agent, quick looks on click, drag to reschedule tickets and events that do not repeat, and a To schedule panel for dragging open unscheduled tickets onto the calendar; events get a shared add/edit form with repeats every N days/weeks/months/years with an optional end date and single skipped occurrences, a client site, location or meeting link, agents, client contacts and guest emails as attendees, iCalendar invitations with updates and cancellations sent to invited attendees, an event quick look with map and join links, .ics download and resend; each agent gets a personal subscription link for their schedule (their own or the whole team, busy only option, respects role and client access, stops when the account is disabled) with setup help for Google, Outlook, Apple, Nextcloud and Thunderbird; shared calendar feeds and invites now publish timed events with TZID and VTIMEZONE so repeating events keep their time across DST, with INTERVAL, UNTIL and EXDATE support; managing calendars is limited to admins; ticket schedule logic moved into functions/ticket.php and shared with the calendar, the schedule dialog shows the assigned agent's day, and ticket visit calendar files are rebuilt without zapcal as one-hour published events; mail queue sends invitations and cancellations as a text/calendar part and other calendar files as invite.ics; dashboard schedule shows only events the agent is on or added, client overview Coming up and client sidebar count use upcoming events, sites and contacts get New event shortcuts, demo data uses repeating events and attendees; database update 2.8.8 adds event repeat interval, until, skip, sequence and created by, attendee user and invited at, user_calendar_feeds, and widens email_queue.email_cal_str to text
2026-10-15 19:17:17 -04:00
johnnyq
ade9d5aac3
Services modernization: new services list with Needs attention, Review due, High importance, No review set, Starred and Archived views, dependency chips, in-place importance, bulk importance/category/review schedule, mark reviewed, star, archive/restore/delete and CSV/PDF export; new service page with service facts, backup and recovery, who to call (vendor and client contact details), auto-saving notes and tabs for the assets it runs on, logins, domains and certificates, documents, tickets and history; compact quick look; shared add/edit form with importance, category suggestions, a review schedule and dependency pickers on add; review modal with checklist and history note; attention flags for expiring or expired domains and certificates, certificate check problems, infrastructure out of warranty or out of action, and archived records still linked; Report a problem opens a prefilled ticket linked to the service, plus a service_tickets table, ticket page services list and link/unlink from both sides; services, domains and certificates added to the generic link system, legacy service link actions routed through it with same-client checks; services shown on the asset, contact and vendor pages, the asset/domain/certificate/credential quick looks, the document Linked card, the client overview (card, attention items, upcoming reviews), the dashboard, calendar, global search, client PDF pack and nightly review notifications; archived services left out of nav counts and lookups; services read endpoint in the API; demo data review schedules; database update 2.8.7 (archive and review columns, wider category and backup, link table dedupe with primary keys, service_domains foreign keys, service_tickets)
2026-10-15 17:32:09 -04:00
johnnyq
bbb2456f0b
Projects modernization: projects list with Active/Mine/Overdue/Due soon/Stalled/Over budget/Ready to close/Completed/Archived/All views, ticket and task progress bars, time logged against budget with unbilled hours, due badges, manager changed in place, manager/client/created filters, bulk set manager, set due date, complete, reopen, archive, restore and delete, CSV/PDF export; project page with header actions, attention banners, tickets/tasks/time/due stat cards, Tickets/Tasks/Activity tabs, scope, details and team with hours; project quick look; New/Edit Project with client contact, start date, budget hours and template that can assign its tickets to the manager; Add tickets by picking or by number; add a project template's tickets to an existing project; template ticket subjects fill in [Client], [Project], [Month], [Quarter] and [Year]; project templates admin rework with ordered ticket templates, multi-add, duplicate, archive and restore; projects on the ticket page, client overview, dashboard, calendar, global search and client actions menu; New Ticket offers internal projects; tickets only join a project of their own client or an internal one; completing a project is checked on the server and completed projects can be reopened; deleting a project keeps its tickets; deleting a client deletes its projects; bulk ticket creation limits project choices to matching clients; project template reordering limited to admins; new manager notifications; new functions/project.php; removed project_link_closed_ticket.php; DB 2.8.6 adds project_start, project_budget_hours, project_contact_id and a ticket_project_id index, and cleans up orphaned projects, ticket project links and template links
2026-10-15 16:35:00 -04:00
johnnyq
64d938db7f
Tickets modernization: list redesign with Open/Mine/Unassigned/Needs reply/Waiting/Overdue/Scheduled/Closed/All views, whose-move indicator, SLA and due badges, in-row status/priority/agent pickers, collapsible filters and phone layout; kanban board redesign with drag-to-resolve/reopen rules and dark mode; new ticket quick look modal; New Ticket modal with asset/contact prefill and already-open warning; Edit Ticket modal rework; recurring tickets list rework with pause/resume, raise now, plain-language schedules, next-run preview and bulk actions, cron skips paused and raises missed runs once; shared ticket tables on asset/contact/location/vendor/project pages; Also open card on ticket detail; portal waiting-on-your-reply status; merge limited to same client; closed tickets no longer editable from modals or API; consistent access checks across ticket modals, post handlers and ajax endpoints; new functions/ticket.php helpers; removed recurring_ticket_model.php; DB 2.8.5 adds recurring_ticket_paused_at and cleans orphaned recurring ticket rows
2026-10-15 15:29:10 -04:00
johnnyq
e4c8130ebe
Certificates: Check now connects to the host and saves what it serves - issuer, issued and expiry dates, names covered, SHA-256 fingerprint and the PEM - with the result (OK, name mismatch, untrusted, expired or unreachable) and when it ran, and a check that reaches nothing keeps the certificate on file; New/Edit form split into tabs (Certificate, Paste or by hand, Notes) with a Check button that shows what the host serves before saving, the host tidied from a pasted web address, the name defaulting to the host, the domain picked from the host and limited to the client's own, and a PEM paste or issuer and expiry by hand for hosts ITFlow can't reach; new certificate quick look with the check result and what to do about it, names covered, fingerprint copy, PEM copy and .crt download, domain, services, notes and history; certificates list rebuilt with All/Starred/Expiring soon/Expired/Problems/Not checked pills, host and names covered, domain link, issuer filter, last check column, whitelisted sort, ?open= and bulk check/star/archive/restore/delete; short-lived (ACME) certificates only count as expiring soon inside 20 days and skip the 45-day alert; domain and service quick looks link certificates to their quick look (with New certificate from a domain), global search finds certificates by name, host, names covered or fingerprint, client overview gets a Certificate problems box and renewals open the certificate, dashboard links to Expiring soon, client portal shows expiry badges, export adds last check, names covered, fingerprint and more, documentation PDF adds host and last check; certificate refresher now checks hosts daily in a time-boxed batch, writes history and notifies when an OK certificate turns bad; nightly alerts skip archived certificates and open the certificate; API create uses the same form rules and checks the host; demo data adds firewall, remote access and RADIUS certificates with real check results. Fixes the delete audit log using an undefined name, the archive flash type, certificates linking to another client's domain, services linking to another client's certificates, PEM parsing assuming an issuer organisation, and the API create using an undefined variable. DB 2.8.4
2026-10-15 01:07:32 -04:00
johnnyq
75df17698b
Domains makeover: rebuilt domains list with expiry pills (red expired, amber close, blue close but auto-renewing), registrar and hosts shown once per vendor with their roles, SPF/DMARC/DKIM email pills, filters for Starred, Expiring in 45 days, Expired, No auto-renew and Email gaps with counts, registrar-or-host and tag filters, search across notes, hosts and tag names, safe column sorting, open straight to a domain with ?open=ID; new domain quick look with expiry, auto-renew, registration date and status, who registers it and hosts DNS, website and email, A/NS/MX records to copy, plain-language email checks (SPF strictness and duplicates, DMARC policy, DKIM at common selectors), certificates, services, the registrar and host logins, notes, TXT records, raw WHOIS and history; tabbed add/edit form that tidies pasted addresses to the domain, checks the name as it is typed (saved as, subdomain, already on the client), auto-renew switch, star, tags, client and our own vendors as registrar and hosts, Registrar does it all; add several domains at once from a pasted list; bulk look up now, set registrar or host, tags, star and unstar; domain tags (tag type 7) with a starter pack; refresher looks up a batch of up to 50 a run, never-checked, stale and soon-to-expire first; expiry alerts skip archived domains and clients, mention auto-renew and open the domain; vendor Domains tab opens the quick look and adds a domain with that vendor as registrar, our vendors get a Client domains tab; service quick look, overview renewals and search open the domain; client portal shows days to expiry and auto-renew; more export columns and filters; demo data with auto-renew, varied DMARC and DKIM, WHOIS lines and campaign domains near expiry. Fixes lookups, edits, the refresher and API updates wiping expiry dates and records when a lookup came back empty, edits logged without a client and dropping a past expiry date, every edit running slow lookups, expiry alerts for archived domains, deleted domains left on services and certificates, bulk archive needing delete rights and list actions limited to admins, registrar and host pickers accepting another client's vendors and dropping our own on save, services linking other clients' domains, a new client's website domain not added when its expiry could not be found, the WHOIS summary cut at 254 characters, and API names, vendors and duplicates not checked. Adds functions/domain.php helpers, domain quick look and shared form, domain_check lookup; removes domain_model.php. DB 2.8.3
2026-10-15 00:09:09 -04:00
johnnyq
fecd1cabff
Credentials makeover: rebuilt credentials list with kind icons, username copy, password show/copy and live 2FA code buttons fetched on demand, where it opens, what it is for (asset, contact, vendors, licenses, services), password age pills and last used, filters for Starred, With 2FA, No 2FA, Not changed in 90 days and Shared with counts, search across notes, second link, tags, asset and contact, open straight to a credential with ?open=ID; new credential quick look with login, age, last viewed by, links with unlink, notes, open share links with turn off, and history; tabbed new/edit form with password generator (passphrase or random), strength meter, 2FA secret that accepts spaces or an otpauth:// link and shows the current code to check, copy buttons on both links, prefill from asset, contact or vendor; new Change password window that dates and logs the change; new Share window from anywhere (contact or email, 1 hour to 1 month, gone after opened once by default, link copied); same login controls on asset and contact pages and quick looks, vendor Logins tab, license page and quick look, service quick look, client overview favourites and search; credential pickers show icons and say when a credential moves from another asset or contact; client overview Passwords due for a change attention item and Active share links limited to live links; rotation report with selectable span, per client counts and oldest first; more export columns; demo data gets 2FA secrets, varied password ages and logins attached to their assets. Fixes passwords being blanked when the vault session had expired, other clients' assets, contacts and tags accepted on save, bulk star using the wrong permission, credential links to assets and contacts not checking the client, the edit or link permission, or which asset or contact an unlink was for, credentials left pointing at deleted assets and contacts, share links left open after a credential was deleted, import carrying values between rows and accepting any file type, 2FA secrets saved with spaces or lowercase giving no code, the service quick look listing credentials without credential access and repeating assets, an asset login with only a username being lost, and the API not dating new passwords. Adds functions/credential.php and js/credentials.js; removes credential_model.php and the old credential show password/OTP scripts. No DB change.
2026-10-14 23:33:29 -04:00
johnnyq
9e55d52432
Vendors overhaul for daily MSP work: new vendor page built around calling them, with Call support (dials the extension), Email, Support site, a star, and a New menu (case/ticket with them, license from them, asset bought from them, portal login, document, upload, or expense and recurring expense for our own vendors), Support card (phone, hours, SLA, email, site), Account card (account number, PIN shown as dots with show and copy, account manager name, direct line and email), blur-to-save notes, an Also used by list of the agent's other clients with the same vendor by name or template, and tabs for Cases (open first, with their ticket number), Licenses (soonest renewal first), Assets (serial, order ref, warranty status), Domains (registrar, web host, DNS, mail), Services, Logins, Documents, Files and History; our own vendors show spend this year, last year and in all, recent expenses and recurring expenses; new vendor quick look; rebuilt vendors list with starred first, initials tiles coloured by vendor name, support line, hours and SLA, account number and PIN, chips for open cases, licenses, assets, domains, services and logins, an Ours / Clients' switch with an all-clients view in All Client Docs, wider search (account manager, emails, tags), tag filter and bulk Tags/Archive/Restore/Delete; shared tabbed vendor form (Details, Support, Account, Notes) with star, tags and start from template that fills every field; Add a Template to Clients to roll one vendor out to many clients, skipping those that have it; Admin Vendor Templates shows how many clients use each template and has Add to clients; vendor tags (tag type 6) with vendor tags in the Tags starter pack; ticket vendor block shows their ticket number, support line, hours, SLA, account number and PIN with copy buttons; vendor tiles in every vendor picker and quick look links across tickets, licenses, assets, domains, services and expense lists; search opens the vendor page; CSV export adds tags, open cases, account manager and PIN; logins, documents and files can be linked to a vendor and ones made from a vendor's page are linked to it; demo vendors get tags, a star and an account manager; database update 2.8.2 adds vendor_tags and vendor_contact_phone_country_code, vendor_contact_phone, vendor_contact_email (db.sql updated) and clears references to vendors that no longer exist; ticket vendor now validated against the ticket's client and removing a vendor from a ticket is logged as such; deleting a vendor from a template no longer unlinks every other vendor from that template; deleting a vendor clears it from assets, licenses, tickets and domains, and vendors with expenses, recurring expenses or payment provider fees are archived rather than deleted; vendor websites without a scheme open correctly; domain form vendor names escaped; new vendor templates keep the phone country code and pushing a template update with nothing ticked no longer errors; vendors API accepts the account manager fields; new functions/vendor.php (VENDOR_USES, vendorCan/vendorEnforce with client vendors on module_client and ours on module_financial, tile, link, website, PIN, form, tags, counts, delete check, reference clearing, also used by, spend, history), credential|vendor and file|vendor link relations, tag module_ours for our own vendors, handlers add_vendor_template_to_clients, favorite_vendor, unfavorite_vendor and ajax vendor_set_notes, vendor_model.php removed
2026-10-14 22:49:05 -04:00
johnnyq
57b8ced839
Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location
2026-10-14 22:06:41 -04:00
johnnyq
a33f98ffa5
Licenses: rebuilt the license list with Renewing soon, Expired, Over seats and No seats assigned tabs, a seat bar (used against bought, red when over) and colour-coded renewal on each row, license type and renewal filters, optional key, purchase and order reference columns, search by vendor, order reference and individual keys, and bulk Renew, Archive, Restore and Delete; new license page (license.php) with renewal and over-seats status in the header, License and Vendor cards (key, order ref, purchase date, vendor account number, phone, email, website, hours, SLA, all copyable), notes that save on blur, and tabs for Seats (each device and user with the key they were given), Keys, Credentials, Documents, Files and History from the audit log; new license quick look used everywhere a license is shown; New and Edit share one tabbed form (Details, License, Seats, Notes) with device and user pickers, a live seat counter, renewal shortcuts and a template picker that replaces the separate Create from Template modal; Renew modal for one license or a bulk selection that moves the renewal date by a term or to a set date, previews the new date for each license and records a new order reference; Manage Seats modal; individual keys pasted one per line and handed out to devices and users, which gives them a seat, with the key returned to the pool when they come off the license; Renewal Ticket opens New Ticket with the subject and details filled in; New Document and Upload from a license link the result to it; devices, users, credentials and files now link to licenses through the shared link modal, which shows the seats left on each license and offers every license type, not just Device; the asset and contact pages and quick looks list licenses with their seats, renewal and the key to install, and get New License; the client overview gets a Licenses over seats card under Needs attention, starred licenses under Favorites and renewals that open the license page; global search finds licenses by name, vendor, order reference or key; the vendor quick look lists that vendor's licenses; the dashboard card opens the Renewing tab; the export gains seats used, individual keys, vendor, order reference and client columns; admin license templates share the license type list and show type icons. Uses the existing software_keys, key assignment, software_credentials and software_files tables. Fixes editing a Subscription or Open Source license clearing its license type, archiving a license removing all of its seats (seats are now kept, matching the API), license forms and seat handlers accepting another client's assets, contacts or vendor, a 500 on duplicate seat links and on forms missing fields, and an extra query per row in the export; license deletes now respect the destructive deletes setting. No DB change
2026-10-14 21:31:30 -04:00
johnnyq
032e555f87
Replace copy buttons with hover over copy buttons
2026-10-14 17:27:27 -04:00
johnnyq
2d6e40bcf6
Racks makeover: rack page with to-scale front/rear elevation (click an empty U to add), front/rear mounting and full/half depth, non-asset items (patch panel, cable management, shelf, PDU, UPS, KVM, blanking panel), item edit/move, U and power capacity with largest free gap, front/rear photos, U1 top/bottom numbering, print view, Not racked yet list, rack cards with mini elevation and usage, Racks under All Client Docs, rack position on asset views. Fixes model wiped on every rack save, archive denied for non-admins, item edits taking the rack from the form instead of the item, no bounds check on positions, orphaned rack items on asset delete/transfer and orphaned racks on client delete. DB 2.8.0
2026-10-14 15:14:11 -04:00
johnnyq
40ca4a6e6c
Add optional agent user limit set in config.php ($config_agent_user_limit, unset or 0 = unlimited): blocks adding, activating or restoring agent users once the limit is reached, and shows X of Y agent users on the Users page with New User disabled at the limit
2026-10-13 15:34:10 -04:00
johnnyq
69484a8a2e
Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options
2026-10-13 12:41:29 -04:00
johnnyq
9bfd26d57b
Add titles to icon-only buttons
...
- title on 294 icon-only buttons, named for what each one does
- aria-label on the 7 show-password buttons (title becomes the popover
header) and the portal mobile nav toggle
- Fix dead add-category button on products filter, credential bulk tag
button now preselects Credential, drop duplicate inner-icon titles
2026-10-08 17:12:21 -04:00
johnnyq
49106e2a80
UI fixes: confirm irreversible actions, keep reply drafts guarded, re-enable CSP on portal recurring invoices
...
- Add confirm-link to 14 one-click delete/disable links (asset, contact,
files, templates, logo, MFA, calendar event, disable user, cancel schedule)
- confirm_modal.js treats btn-danger / btn-outline-danger as destructive
- Replace per-editor window.onbeforeunload with one guard over all editors
- New js/autosubmit.js replaces inline onchange in the portal; CSP back on
recurring_invoices.php
- Fix blank user name in disable_user audit log
2026-10-08 16:47:12 -04:00
Wrongecho
a41e738a9b
Add ability for recurring invoices to be generated as draft to allow review and amendment prior to sending
2026-09-14 13:22:59 +00:00
johnnyq
bcdfab996c
Fix approval Syntax
2026-08-31 17:52:44 -04:00
johnnyq
accc1948be
Fix Color Class
2026-08-31 12:46:00 -04:00
johnnyq
c07c10c610
Fix Guest Approve Modal Offscreen issue, added guest header and spruced up the UI a bit
2026-08-31 12:22:55 -04:00
Wrongecho
5a925f8784
Move payment provider post vars to a model to reduce repetition
2026-08-30 15:12:14 +01:00
Wrongecho
318eb7cf77
Stripe - Warn the user if the secret key is not valid during provider add/edit
2026-08-30 15:06:32 +01:00
johnnyq
d98b8bc427
Add ps-3 to table columns that don't have a checkbox and made sure all table listings conform
2026-08-29 19:45:28 -04:00
johnnyq
950d02d6ab
Fix: Six ajax modals had dead JS - DOMContentLoaded had already fired before their scripts were injected. New itflowReady() helper restores jQuery .ready() semantics. Fixes notification pagination, asset OS autocomplete, contact auth toggle, AI ticket summary, AI document template generation
2026-08-28 19:41:00 -04:00
johnnyq
3277567b87
Demo Data Take 6
2026-08-28 19:23:36 -04:00
johnnyq
8d25337774
Added More Client to Demo Seed, even better relations, filled out more missing data spots etc
2026-08-28 19:09:42 -04:00
johnnyq
bfa53dfd66
Rewrite of the demo data seed includes more alternative products including FOSS more accurate historical relations, break fix mix with managed clients and services
2026-08-28 18:17:36 -04:00
johnnyq
156c51224d
Fix client portal review findings: PIN wipe, log indexing, statement currency (db 2.7.8)
...
Setting a PIN containing < or > silently cleared it: the length check ran before escapeSql(), whose strip_tags() then emptied the value, and the UPDATE stored the blank while flashing success. Length is now checked after sanitising.
Password and PIN changes require the current password. SSO contacts are exempt - no local password to check, and the IdP already did it.
New index on logs(log_user_id, log_client_id) for the portal profile and activity pages, which were scanning the whole table twice per profile view. admin/audit_logs.php's date filter rewritten as a half-open range so KEY log_created_at is usable - DATE(log_created_at) BETWEEN made it non-sargable.
Portal statement page and PDF now render in the client's currency, matching the guest view and the emailed statement.
Quick Send asks for confirmation; confirm-link extended to submit buttons.
Portal audit entries logged an empty name - client/post.php used , which only exists agent-side.
2026-08-28 16:38:42 -04:00
johnnyq
72e6f23e19
Send Email and Mark Sent modals for invoices and quotes (db 2.7.7)
...
Send Email opens a contact picker instead of hardcoding the primary contact; Mark Sent asks how it went out and takes a note. Both log recipients / method / note to the document history. Handlers moved GET -> POST.
Fixes two pre-existing bugs in the email path: archived contacts were still receiving billing copies, and every copy was addressed to the primary contact by name.
2026-08-28 13:31:22 -04:00
johnnyq
27c5502de2
Index the per-parent child fetches and the mail queue loop (db 2.7.6)
2026-08-28 00:11:22 -04:00
johnnyq
8f884f789a
Cleanup - fix two broken script paths and drop 29 dead/duplicate files (348KB of unused FullCalendar themes)
2026-08-28 00:01:44 -04:00
johnnyq
0838ed07ec
Add indexes on the client-scoped columns (db 2.7.5)
...
None of the *_client_id columns carried an index, so agent/includes/inc_all_client.php was doing a full table scan per badge count before the page rendered a byte - 27 of them. The main agent context runs 8 counts and the admin context none, which is why the client side nav was the only one that felt slow.
24 indexes, shaped (<entity>_client_id, <entity>_archived_at) where the query pairs the two and the client column alone otherwise. The archived column is always trailing and never an index of its own - on a healthy instance nearly every row has it NULL, so it cannot lead. recurring_tickets, services, invoices, recurring_invoices and calendar_events get a single column because their queries carry no archived filter; invoices is in that group because the money total there spans archived rows on purpose. payments.payment_invoice_id and transfers.transfer_revenue_id are join keys rather than client scoping but sit on the same page's critical path.
Migration checks information_schema.STATISTICS before each ALTER, since MySQL has no ADD INDEX IF NOT EXISTS and re-adding is an error - safe to re-run and safe where an index was added by hand. db.sql carries the same keys so fresh installs skip the update step.
Wider than the side nav: these are the columns clientScopeSql() filters on, so every client-scoped list page was paying for their absence. Expect the ALTERs to be the slow part of the upgrade on a mature instance.
2026-08-27 22:59:14 -04:00
johnnyq
12ed62326a
Add Holiday / Closure Days to SLA to pause SLA timer on defined days, also has a US Holiday Importer
2026-08-27 17:58:02 -04:00
johnnyq
069f587c1d
Implemented Check for updates which removs the last shell exec from web ui, and reimplemented db_update switch to update_cli.php
2026-08-26 23:38:23 -04:00
