762 Commits

Author	SHA1	Message	Date
johnnyq	a7a052729e	Show only the picked client's contacts in the contract form and use the standard pickers across the contract modals: the form put every client's contacts in the page and hid the others with the hidden attribute, which Safari ignores on an option, so New Contract from the Contracts page listed them all there; it now renders only the contract's client's contacts and fetches them from get_client_contacts when a client is picked, with the primary picked; make every select in the contract and contract template modals a picker, with avatars and titles for contacts and owners, except frequency and tax in the recurring invoice modal, which match the recurring invoice form; add the changelog entries	2026-11-10 13:54:07 -05:00
johnnyq	6ecc27e7ca	Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()	2026-11-09 01:22:35 -05:00
johnnyq	b391e2ce6c	Add Skyetel text messaging with two-way ticket texting, text to ticket for contacts, Text reply on tickets, a Texts inbox for unmatched numbers, verification codes and spam (codes masked, limited to credential access, every reveal audited, wiped after a day), STOP/START/HELP handling, a text log with retry and cancel in Maintenance > Text Messages, the Text Messages cron job, and texts to clients about their tickets, visits, visit reminders and invoices with per-contact opt-in from the contact, by text or in the client portal, quiet hours, and new settings in Tickets and Notifications (database 3.6.0 and 3.6.1)	2026-11-06 00:08:10 -05:00
johnnyq	b5ceeb4eaf	Bill sign-ups through the API and follow up when an invoice is paid - a lead that pays an invoice in full becomes a client however it is paid (online, autopay, a recorded payment or a batch), with the new A lead that pays an invoice becomes a client switch in Admin > Settings > Invoices and billing, on by default; a non-billable open ticket tied to an invoice (one raised through the API with ticket_invoice_id, or a quote's tickets once it becomes the invoice) gets an internal note when the invoice is paid in full, goes from On Hold back to Open, and its assigned agent is notified in the app and by email, while billable tickets whose time is on an invoice are left alone; new API endpoints recurring_invoices/create (lines from products or spelled out, the client's currency, frequency, start date, optional first invoice made at once and emailed to the primary and billing contacts, or marked Sent so its link can be paid, the answer including the invoice reference, amount, due date and pay link), recurring_invoices/read and portal_invites/create (sent from the company rather than the key's agent); tickets/create takes ticket_status (an active status other than Resolved and Closed), ticket_invoice_id (one of the client's own invoices) and ticket_notify agents to tell only the team; database 3.5.9 adds settings.config_invoice_paid_lead_to_client; invoicePaidFollowUp() runs from triggerCustomAction() on invoice_pay, with recurringInvoiceCreate(), billingInvoiceIssue() and the paid kind of ticketAgentEmailContent() in support; the Clients list reads each contract's term, so Renews soon shows again and its PHP warning is gone; changelog updated	2026-11-05 19:00:16 -05:00
johnnyq	1649db51a5	Add secure link sharing for the client IT documentation PDF: new Export shared-link type started from Export Data (Share a link, carrying over the ticked sections) or Shared Links (Share the IT documentation), PDF built at share time with the sharing agent's permissions and stored in uploads/shares encrypted with the link-derived key, deleted when the link is ended, expires or is used up and swept by the nightly prune, PDF password required and the sharing protection policy applied when passwords and 2FA secrets are included, guest page with Download the PDF and a password hint, download notification and client audit entry, section picker takes an id prefix and preselected sections, changelog updated	2026-11-05 16:03:43 -05:00
johnnyq	3143cdb115	Fix phone numbers keeping the 0 dialled at home after the country code (+49 0172 1234567) and click-to-call dialling it - formatPhoneNumber() now writes every country's numbers with Google libphonenumber's rules from the new functions/phone_formats.php, built by scripts/phone_formats_build.php from libphonenumber v9.0.43, taking off the national prefix and a typed-in country code where what is left is still a number of that country, with the international format after the code and the national format without it, German landlines split after their area code, Italy keeping its 0 and North America unchanged; the new phoneDialNumber() gives tel: links +code and the number without its prefix, used by contactPhoneLink(), vendorDialNumber() and every hand-built tel: link on the agent side, the client portal and the guest ticket page, and the ticket quick look now dials the extension after a pause instead of running it into the number; changelog updated	2026-11-05 13:16:06 -05:00
johnnyq	cf2c9c2d9b	Let clients pay the card fee - turn on Clients pay the card fee on Stripe in Admin > Payment Providers with Stripe's percent and fixed rate, and each card payment in the client portal, through an invoice's link, by autopay or from Charge Saved Card is grossed up so Stripe's fee comes out of it, with one fee per payment shared over its invoices; the fee is shown before paying (Pay invoices, checkout, the guest pay page, invoice pages, autopay and the Charge Saved Card window) and goes on each invoice as a Card Fee line with no tax when the payment is booked, carried in the PaymentIntent's itflow_fees metadata and checked against the amount received to the cent; a client can be let off it with No card fee on their Billing tab, refunding a card payment takes its Card Fee line back off, autopay and Charge Saved Card now compare cents instead of whole dollars, database 3.5.6 adds the provider and client columns, changelog updated	2026-11-05 12:47:06 -05:00
johnnyq	66d08c00be	Fix Transactions Money in and Money out on All accounts counting every transfer twice - a transfer is money moved between your own accounts, so across all accounts both of its lines are now left out of the totals, the Money in and Money out pills and their export, while the Transfers pill still lists them and a single account's view still counts them as money in and out of that account	2026-11-04 14:29:01 -05:00
johnnyq	aff6812036	Security: hold an agent who must set up MFA to the set up page on every request, not just at sign in, and fix the client portal two-step gate, which a path added to the URL or a second action sent with the set up one got past - both now go through requestIsMfaSetup(), which checks the script actually running and every key in the request; View as contact is refused while an agent still owes MFA set up, and agents are emailed when MFA is turned on	2026-11-04 14:01:40 -05:00
johnnyq	c24d13bfe8	Speed up Transactions, the Transfers pill, Reconcile and the transactions export: database update 3.5.4 indexes transfers.transfer_expense_id so the ledger no longer checks every expense against every transfer, accountLedgerSql() takes a with_balance flag so the running balance is only worked out where it shows (one account in date order and its export), and the Transfers summary cards come from the same pass as the pill counts and totals	2026-11-02 15:59:11 -05:00
johnnyq	8e24607a0a	Contracts: refuse impossible dates (2026-02-30) when adding, editing, activating, renewing, cancelling or starting from a template instead of failing on save; keep each term to the day of the month it started on or the last day of a shorter month so month-end contracts no longer drift (PHP, nightly renewal, the Renew window, templates, Standard terms and contract_form.js); withdraw signing requests still waiting on the client or a countersignature when a contract is cancelled, when it ends nightly or when its client is archived (singly or in bulk), and refuse signing or countersigning on ended, cancelled or archived-client contracts through the link, the portal and Countersign; leave archived clients' contracts alone nightly (no renewing, ending or reminders), keep them out of the all-clients list, Due soon and the side menu count, and refuse sending them to sign; count a self-renewing contract as due soon and remind about it only when its notice date falls within its term, so Standard terms and monthly contracts with 30 days' notice no longer remind every term; keep drawing and adding prepaid hours on a cancelled contract until its last day; refuse deleting a contract once tickets drew on its prepaid hours or it was signed by both, showing why in place of Delete; changelog updated	2026-10-28 23:51:45 -04:00
johnnyq	3c996a0b4b	Add agent mentions in ticket internal notes: typing @ in an internal note (reply box and Edit reply) offers the agents who can open the ticket by role and client access, each mention is saved with the agent's current name and told in ITFlow with a link to the note and by email from the ticket mailbox, the ticket shows Mentions you with the name highlighted, a Mentioned me view on the tickets list and board lists open tickets with a note that mentions you, edits tell only newly added agents and drop removed ones, redacting and archiving take mentions off, mentions in public notes, email replies and bulk replies stay plain text and tell nobody, database 3.5.3 adds ticket_reply_mentions, and the Mentioned in a note email is added to Mail Previews	2026-10-28 14:19:15 -04:00
johnnyq	8487416912	Add client onboarding: Onboard a client under New Client's arrow and in the client menu (also on a lead's row, a lead's Edit window and Get started's first client step) walks through the company, locations, people with portal access, the agreement from a contract template optionally sent to sign, billing with the agreement's recurring invoice (paused while out to sign), IT basics with domains and vendors and licenses from templates, and a kickoff project from a project template, each step saving as it goes with Skip for now and ticking itself off from what the client already has, a Finish onboarding card on the client overview until finished or closed, steps following the agent's role and enabled modules, database 3.5.2 adds client_onboardings, contractFromTemplateAdd() takes a status so a contract can start as a draft, and the audit log gets an Onboard action	2026-10-28 02:09:45 -04:00
johnnyq	33b13206a5	Contracts from the client: New Client and Edit Client can start a contract from a template on the Billing tab, active from a picked day with the template's terms, the primary contact and the agent looking after it; the clients list gets a sortable Contract column showing the contract in force with its renewal and how many more are in force, or None with the next or draft contract or Start a contract, a Contract filter for one in force, none in force or one from a template, and a Start Contract bulk action; changelog updated	2026-10-27 23:39:30 -04:00
johnnyq	b4105b45bf	Clients list shows the hourly rate each client is billed at - its contract's, else the default marked (default), or its own before the 3.5.0 update; Admin > Contract Templates shows what a template leaves empty as the default for its rate, net terms and each priority's SLA, and Due on receipt for net terms of 0; changelog updated	2026-10-27 23:11:05 -04:00
johnnyq	1e5bffff3c	Rates, net terms and SLAs come from the client's contract, else the instance defaults: database 3.5.0 adds a default after-hours rate (Settings > Defaults, now Rates and terms), gives each client whose own rate, net terms or SLAs differ from the defaults an active Standard terms contract setting just those (12-month term renewing itself, starting the day the client was added or the day before its earliest contract, archived with an archived client), deletes per-client SLA assignments and drops clients.client_rate and client_net_terms; time bills at the contract's rate, its after-hours rate or the default after-hours rate, else the default rate, new invoices are due on the contract's net terms else the default, and new tickets get the contract's SLA else the default; a client's own terms still apply until the update runs; the client add and edit windows lose the rate, terms and SLA fields for a note saying what the client is billed on and where it comes from, the Clients list loses Set Hourly Rate and Set Net Terms and shows the contract's rate, the overview's Terms shows the after-hours rate and whether terms are a contract's or the defaults, a contract's page and document show what it leaves empty from another contract in force or the default so signed documents stay unchanged, contract windows show the defaults as placeholders, contract names take a proper possessive; the client import and API create make a Standard terms contract for a rate or terms that aren't the defaults (returning contract_id), API update reports them in not_kept; the client export gives the rates, terms and SLAs as billed; demo data puts each demo client's terms on a contract; changelog updated	2026-10-27 22:22:34 -04:00
johnnyq	954f1e3688	Contract templates: show Contract Templates in the admin menu under Templates when the accounting module is on (its link was still commented out from when contracts were hidden), show the Templates heading when accounting is the only module on, and when there are no templates yet tell an admin on New Contract where to make them; changelog updated	2026-10-27 17:48:21 -04:00
johnnyq	9ba21cf352	Assets: add NAS, UPS, PDU, Modem/ONT and NVR/DVR types from a new registry in functions/asset_type.php that sets each type's icon, tone, group, fields and details; the asset form shows only the fields a type uses (fields that already hold a value stay shown) and adds a Details section per type (CPU/RAM/storage, VM host/vCPUs, switch ports/SFP/PoE/management, NAS drives/capacity/RAID, UPS capacity/output/runtime/outlets/battery dates, PDU kind/outlets/input, modem circuit ID/ISP account, printer, phone, mobile, display, camera and NVR details) stored in a new asset_specs table (database 3.4.9); new or changed port and SFP counts add the missing interfaces, continuing the asset's numbering, skipping Wi-Fi, VLAN and management ports and never deleting any; the asset page and quick look show the details, a server or NAS lists the VMs that run on it, and Assigned and Warranty show only on types that use them; the list gets Servers & NAS and Power tabs, an optional Details column, a UPS battery badge, an Assigned picker only on assigned types, and New buttons named for what they add; nightly UPS Battery Due notifications at 45, 7 and 1 days as a Support notification; copy leaves out per-unit details, Transfer to Client carries details and interface types, export adds per-detail columns, import reads detail columns after the standard twelve (VM hosts by name, resolved after every row is in) and reports values it could not keep, and the API reads and writes asset_specs; racks, client portal, client export, overview, document templates and AI lists group the new types; fix asset import carrying physical location and notes into the next row, saving 0000-00-00 for a missing purchase date and warning on an unknown contact or location, save API and import types in the list's spelling, and keep interface types on transfer; changelog updated	2026-10-27 15:59:03 -04:00
johnnyq	01fbcda75d	Security sweep 2: API archive, unarchive, resolve and close now check the client named in the call the same as create, update and delete do (every call except read.php and time.php counts as a write); API asset, contact, network and document create/update keep linked contacts, locations, vendors, networks and folders within the record's own client; linking a contact to an asset refuses another client's contact, and unlinking only clears the contact it was linked to; agents limited to certain clients no longer see other clients' names in the asset import template file name, export filter summaries, or the messages from file moves, unlinks, ticket asset removal, bulk project add and bulk interface network; guest quote Accept and Decline post instead of being plain links and check the key with hash_equals; exports that match nothing say so instead of showing a blank page; about 30 handlers now stop with 'no longer exists' when their record was just deleted, instead of showing warnings or an error page and writing history for a record that is gone; restore_contact_note reads its own id parameter; ticket prefix pattern escaped for the v flag; missing user agent and array key parameters handled; CHANGELOG updated	2026-10-26 19:54:36 -04:00
johnnyq	5dbd497c31	Close pickers when you click into a reply box and give each a Cancel: a click into a TinyMCE editor or any other iframe now closes the canned response list, select panels, quick picks, the tag picker, Bootstrap menus and date pickers (itflowDismissPopups() and the itflow:dismiss event), select and quick pick panels show their heading with Cancel on a desktop too (Done on multi selects), and the canned response list has Cancel beside its search, which puts you back in the reply	2026-10-26 16:33:35 -04:00
johnnyq	6e03857c6c	Show whether each ticket reply was emailed and who to: replies are marked Email reply, Public note or Internal, an email reply lists each recipient with their email's state from the mail queue (sent, waiting, retrying, failed with why, cancelled) and a Mail Queue link for admins, sending says how many it went to or why it didn't go, and editing an emailed reply says the client keeps what was sent; database 3.4.8 adds ticket_replies.ticket_reply_emailed and ticket_reply_emailed_to and email_queue.email_ticket_reply_id, matching the mail queue's update and resolved emails to their replies; bulk reply, bulk resolve and the API record it too	2026-10-26 12:51:28 -04:00
johnnyq	91e9792c3c	Give tags a quieter look everywhere they show - the tag's colour as a faint wash, a fine edge and its icon, the name in the page's own text colour, pale colours darkened on white and dark ones lifted in dark mode - on lists, record pages, Admin > Tags, the tag window, global search, the tag picker and every Tags filter, through the one .itflow-tag style, a soft .itflow-select-badge for tag options (tagOptionLook()) and the search tag icon	2026-10-25 15:45:57 -04:00
johnnyq	58e502ad38	Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started	2026-10-25 14:28:17 -04:00
johnnyq	0e272910fb	Client portal: invite people by email from a client's Contacts (Invites tab with send again, cancel, search and sorting) or by the primary contact in the portal, several at once with optional names and roles, each joining from the emailed link with their own name, title, phone and password or Microsoft 365 and becoming a contact then, an existing contact with that address being given access instead; self sign-up from Create an account on the sign-in page for addresses at a client's Domains when it is on in Admin > Settings > Client portal and for that client, verified by an emailed link and joining as a plain contact with agents and the primary contact told; the same answer whatever address is entered, per address and per IP limits and a hidden field for bots; nightly clean-up of unused links; six new email previews; new functions/portal_invite.php, client/invite.php, client/join.php and client/signup.php, replacing the unused contact_invite modal; DB 3.4.6 adds portal_invites, client_portal_signup and config_client_portal_signup	2026-10-25 01:07:53 -04:00
johnnyq	77df925981	Contracts stage 4: a contract in force sets the client's SLA for new tickets, the hourly rate with an after-hours rate for tickets opened outside business hours, and net terms for new invoices, the one that started last first and the client's own where it is empty; Unbilled Time bills each ticket at its own rate with one line per rate, and the ticket invoice window, Add Tickets, quote from a ticket, Unbilled Work and Time Detail reports, New Invoice, copy, quote to invoice, the invoice page, client overview and client edit follow it; a recurring invoice made from or linked to a contract is paused while it is a draft, started when it is made active or renewed with missed runs skipped, and paused once when it ends or its cancellation takes effect; new functions/contract_billing.php; fixes agent names double-escaped in the prepaid hours history; DB 3.4.5 adds contract_recurring_invoice_id and contract_recurring_stopped_at and treats a 0.00 contract rate as empty	2026-10-25 01:06:59 -04:00
johnnyq	0f9038b1ed	Contracts stage 3: prepaid hours - hours included each month, and blocks bought with a price, expiry, note and an optional draft invoice; a nightly draw of billable ticket time, oldest ticket first from the hours that run out first, with Draw now and Put back, and a ticket the hours run out on staying in Unbilled Time at the usual rate; Prepaid hours card, a low hours email to the owner, and hours left on the contracts list, client overview, ticket, Unbilled Time and the client portal; [Monthly Hours] placeholder; new functions/contract_hours.php; DB 3.4.4 adds monthly hours and the alert level to contracts and templates, plus contract_blocks and contract_block_uses	2026-10-25 01:06:27 -04:00
johnnyq	d0620067a1	Contracts stage 2: each contract is a document with placeholders ([Client], [Start Date], [Rate], an [SLA] table and more) to preview, print or download as PDF; Send to sign emails a contact or anyone a link to sign with a drawn or typed signature, from the link or the client portal (Billing > Contracts and the home page list of ones waiting); Countersign makes a draft active and emails the PDF signed by both with its signing trail and document fingerprint; Signing card with copy link, send again, withdraw and earlier requests; changing the document while it is out for signature withdraws the request; contract emails in Mail > Previews; new functions/contract_signature.php and functions/contract_pdf.php, guest/guest_view_contract.php, client/contracts.php and client/contract.php; DB 3.4.3 adds contract_signatures and keeps any stored signature as a recorded round	2026-10-25 01:05:42 -04:00
johnnyq	0da515fff5	Contracts stage 1: new Contracts list and page under Billing and the client menu with type, term, start and end, auto renew, notice days, support hours, rates, net terms and an SLA per priority from Admin > SLAs (empty uses the client's own), stat tiles, Active, Due soon, Drafts, Ended and All tabs, search, type and client filters and sorting; New, Copy and Edit from a template with an owner and contact, Make active, Renew and Cancel; nightly renewal or ending and an owner reminder a month before the notice date; client overview attention items and the contract in the Financial row; Contract Templates rebuilt with Template, Cover and Terms tabs, copy, archive and restore; new functions/contract.php; fixes deleting a client that has a contract, a new template's after-hours rate not saving, rates cut to whole amounts, Net 30 saved as 0 and Edit blanking the rates; DB 3.4.2 turns the old response and resolution hours into SLAs and renewal frequency into term and auto renew, and normalises type, status and net terms	2026-10-25 01:05:09 -04:00
johnnyq	185129dd72	Payment Methods: rebuilt Admin > Payment Methods with each method's use (payments, income, expenses) linking to Transactions, when it was last used, In use and Archived tabs, search and sorting; a method is for money in, money out or both and each picker offers only the ones that fit, transfers all of them; renaming carries the new name to every payment, income, expense, recurring expense, reimbursement, transfer, autopay and the defaults; payment and expense defaults set from the list; archive and restore; delete only an unused method, a used one is merged into another; methods records use that are not in the list can be added in one click; one New/Edit window with field icons; new functions/payment_method.php with paymentMethods() moved there from functions/billing.php; fixes a rename splitting records under two names, editing a Stripe payment or one whose method is no longer listed, and duplicate names; DB 3.4.1 adds payment_method_use and payment_method_archived_at	2026-10-25 01:03:16 -04:00
johnnyq	be374e9c2b	Rebuild Admin > Ticket Statuses: list on the standard pattern with In use and Switched off tabs, search, sortable headers, ticket counts linking to the tickets, SLA clock and client-reply columns and drag ordering for the pickers and board; one New/Edit window with badge preview, colour swatches and a description shown on hover across the app; per-status choice of whether a client reply by email or portal moves the ticket back to Open or leaves it; switch off and delete move a status's tickets to a chosen status with ticket history and SLA sync, and clear canned responses that set it; built-in statuses keep their names, stay on and have fixed SLA and reply behaviour enforced server-side; badges use readable text colour; the tickets filter keeps a switched-off status; database 3.4.0 adds ticket_status_description and ticket_status_client_reply; new functions/ticket_status.php	2026-10-24 15:14:10 -04:00
johnnyq	2b401cb405	Custom Links rebuilt: tabs for the agent menu, top bar, client portal, admin menu and reports menu with counts plus All and Archived, search by name, address or description, sortable columns, each link with its icon, description, address and new-tab marker, links whose address can't work flagged; drag into order on a menu's tab or move up and down, new links at the end of their menu in place of the Order number; one add and edit window with a live preview of the link in its menu, an icon picker with search, a description shown on hover and a new-tab switch that follows the address until changed; copy, open, archive, restore and confirmed delete; addresses limited to web addresses, ITFlow pages, mailto, tel and the remote tool schemes asset links allow, with javascript and data refused and old ones drawn as going nowhere; menus read one shared helper, the agent menu's links sit under Tools even without Reports, the admin menu's get a Links heading, new-tab links get a small arrow, links without an icon get the link arrow and every link shows its description on hover; fixes mailto and tel links showing as unsupported in the side menus, the portal menu taking any address, the delete message missing the name and the new-tab tick never showing; edits audit what changed from what to what; adds functions/custom_link.php and js/custom_link_form.js, no database change; changelog	2026-10-24 14:03:40 -04:00
johnnyq	359851c876	Security sweep of the 26.11 work: API contact lookup by phone or mobile kept to the key's clients; API credentials refuse a wrong decrypt password instead of saving unreadable usernames and passwords, link credential_vendor_id and credential_software_id, and drop another client's contact or asset; Products Receive window lists expenses only with Financial access and only for clients the agent can open; account ledger, reconcile page and ledger export show lines for clients the agent can't open as Another client with only date, kind and amount, with search and the client filter kept to reachable clients; Tax Collected folds unreachable exempt clients into one line; client-limited agents no longer see other clients' names in the export window client filters, Transfer to Client, company vendor expense lists, My Activity or the New Client duplicate check; Stripe switched off stops guest pay links and saving cards, and the Stripe return never books a payment twice; Admin > Cron job window is admins only; records per page needs the CSRF token and takes only the listed sizes; uploads/canned_responses closed to direct access; Admin > Debug no longer stops at the footer; report export audit log no longer double-escapes names; bulk interface network refuses a deleted network; API assets/update keeps the primary interface IP, MAC and network, tickets/resolve reports success, software/read by name works, clients/create takes the company currency, certificates/create returns its error, clients/archive logs as Client, and the 405 response no longer echoes the method; changelog database step count corrected to sixty	2026-10-23 12:09:07 -04:00
johnnyq	26437daa44	AI stage 4: Billing use case falling back to General; Write it with AI on quotes and invoices whose lines can still change - say what it is for and AI picks lines from the product catalog at catalog prices and frequency, labor in quarter hours at the client's rate, and anything else unpriced for the agent to set (AI never sets a price), with a suggested scope, client note and pre-send checks, optionally using the quote's ticket and the client's people, sites and devices (ticket and documentation only with Support); ticked lines added through billing_ai_lines, taxed by kind, scope and note kept on request, lines that can't go on listed; Write it on the ticket Invoice window describes the work done from replies and notes for the client under the usual ticket line, passwords never sent nor written back; new functions/ai_billing.php, ai_billing_draft and ai_ticket_invoice_description endpoints, billing_ai_writer modal, billing_draft and invoice_description features; callAiApi remove mode also strips made-up secret placeholders; changelog	2026-10-20 21:23:52 -04:00
johnnyq	e76fb69928	AI stage 3: AI for clients and documents - Reword becomes a split button with tones (shorter, more formal, friendlier, plain English, organize into headings and lists, spelling and grammar only) and Translate into 30 languages with the last pick remembered, recorded as its own feature; client Briefing on the client overview for the last 30 days, quarter or year covering open work, recurring problems, upcoming renewals and scheduled work, money only for roles with Sales and things to bring up, never credentials or license keys, with Save as a document; Draft it with AI in New Document using what ITFlow knows of the client unless unticked, leaving unknowns in square brackets; Review with AI on a document's page giving a verdict, findings in order of importance and a summary to use, flagging passwords and keys written in it and never sending them, beside Mark reviewed; no database change	2026-10-20 20:20:23 -04:00
johnnyq	808c27a0fc	AI stage 2: AI on tickets - Draft button in the ticket reply editor that writes the next reply from the ticket or from typed notes, for the reply type picked, leaving internal notes out of anything the client reads, with undo; richer ticket summary from the whole ticket with Save as a note, Copy and Again; Triage with AI suggesting a category and priority shown on the ticket to apply in part or dismiss, logged in the ticket history; automatic triage of new email, portal and API tickets with a Settings > Tickets mode of off, suggest or fill in and a new AI Triage cron job; Write up as a document drafting a knowledge base document from a ticket into the New Document form for the client or the company's own client record, linked to the ticket's asset, with passwords and keys left out as [removed]; new ticket features shown by name in AI Usage; database 3.3.9 adds config_ticket_ai_triage and ai_ticket_triage	2026-10-20 18:58:14 -04:00
johnnyq	80cdc4de41	AI stage 1: rebuild AI Providers and AI Models in the standard list pattern with ready-made provider kinds (OpenAI, Anthropic, Azure OpenAI, Gemini, Mistral, Groq, OpenRouter, Ollama, LM Studio, OpenAI-compatible), Test that lists a provider's models, Save anyway for a provider that doesn't answer, a first model offered when adding the first provider, the API key no longer shown, from-to audit lines, and delete confirms that say what goes and what stops; model window with suggested models, use case notes and Try it; new AI Usage page logging each request by feature, user, client, model, tokens, time and failure, with totals, views and filters, pruned with the audit log; passwords, keys, 2FA links and card numbers taken out before sending and put back in the answer, on by default per provider; new Use AI role permission; Reword shown only when set up and allowed, placed first in the toolbar, with its own instructions, undo in one step and a fixed endpoint on admin pages; ticket summary and template drafts purified; Settings overview warns while AI requests keep failing; database 3.3.8 adds provider kind and redact, ai_usage and module_ai	2026-10-20 17:45:00 -04:00
johnnyq	cd52393138	Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page	2026-10-20 12:56:01 -04:00
johnnyq	c20015ab45	Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins	2026-10-20 11:30:27 -04:00
johnnyq	928fc5f10a	Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors	2026-10-20 11:29:58 -04:00
johnnyq	1b0169f421	Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch	2026-10-20 11:29:24 -04:00
johnnyq	717c6234d5	Vendor templates stage 4: add Reports > Vendor Templates showing per template the client vendors added in the period against the one before, clients with one, out of step and missing account numbers, coverage of the clients that should have it, and licenses, assets, cases and spend by permission, plus a by-client view of the vendors each should have and is missing, with CSV export, linked from the vendor templates list and template page	2026-10-20 11:23:09 -04:00
johnnyq	6bb830ed3f	Vendor templates stage 3: add a status page and support portal to vendors and vendor templates, linked from the vendor page, quick look, vendors list and its tickets and kept in step from the template, keep the account manager line and email on templates for new vendors only, add Export and Import of vendor templates with skip, add or replace for existing names and never account numbers or PINs, refresh the starter vendor templates with support sites, status pages, portals and what support asks for plus an Update for ones added before, carry the status page and portal in license template files, the API and exports, stop making a support site with a non-http scheme a link, and database 3.3.6 adds the new vendor and vendor template columns	2026-10-20 11:21:58 -04:00
johnnyq	cd03a7765d	Vendor templates stage 2: keep client vendors in step with the template they were made from - saving a template updates the fields its vendors still shared, the template window gets the vendor window's tabs, a template page shows each client vendor as in step or the fields it differs in with Bring in line, Link and Unlink, lists hand-made vendors that look like it to link, and sets who should have it (no one, every client or clients with chosen tags) with coverage and Add to clients for those missing; the list gains Required and Out of step tabs, a client vendor shows its differences with Update from template, a client's Vendors list and overview show vendors missing, Add to clients no longer skips a client whose vendor from the template was archived, and database 3.3.5 adds vendor_template_required, vendor_template_required_tags and a vendor_template_id key on vendors	2026-10-20 11:20:45 -04:00
johnnyq	dfc708145d	Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log	2026-10-19 12:34:53 -04:00
johnnyq	a5a43e37ac	Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing	2026-10-19 00:56:52 -04:00
johnnyq	f43d4a9127	Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages	2026-10-19 00:13:28 -04:00
johnnyq	ea23a2bad5	Audit logs stage 1: Admin > Audit Logs rebuilt on the standard list with search, sortable columns and paging, filters for date, who (agent, portal contact or ITFlow itself), client, type and action, and counted views for Changes, Deletions, Sign-ins, Security and Data out; each entry shows who with their avatar, the client, the type and action as a coloured label, the description without the name in front, the IP and device in words, and links to its record while it exists or says No longer here; a quick look with the full entry, the raw user agent, everything from that IP, the record's other entries and what the same person did 15 minutes either side; CSV/PDF export with the page's filters, view and picked columns, itself audited; new functions/audit_log.php, admin/modals/audit_log/audit_log.php and audit_log_export.php, admin/post/audit_log.php and audit_logs export columns; agent/files.php takes ?open= for a file's quick look; database 3.3.1 adds log_client_id and log_entity_id keys on logs, gives each action one name (Unarchive/Restored to Restore, Deleted, Merged, Closed, Reopened, Resolved and Sent to Delete, Merge, Close, Reopen, Resolve and Send, Client Access to Denied, saved card and payment provider Updates to Create or Delete, contract template Update to Edit, type client to Client) and repoints entries at the right record (reply edits and redactions to the ticket, API document edits to the document, reimbursements to the recording expense, API client restores to the client), guarded so it can run again; logAudit call sites in agent, admin, api, client, cron and functions use the same names and record ids	2026-10-18 22:36:25 -04:00
johnnyq	ad271aaa87	License templates stage 4: export license templates to a file (every current one, the ones picked including archived, or one from its page or row), carrying what a license starts with, the vendor template without account number, code or contact, and the product name, but not who should have it; import a file, skipping, copying or replacing templates already here by name, matching vendor templates by name or creating them from the file, matching current products by name without creating any, and on replace keeping licenses, who should have it and the template's own product unless the file's product is here; add a License Templates starter pack of 20 common MSP licenses with type, licensing, renewal term, notes and vendor, linked to the products of the same name once Products & Services is loaded, plus an Update that refreshes the ones already here; add Import, Export, the report and the starter pack to the New License Template menu; add a License Templates report by template and by client covering licenses made, seats in use against bought, renewals, coverage of the clients that should have one and, for Sales users, licenses billed and their monthly value, with CSV export	2026-10-18 21:42:31 -04:00
johnnyq	b76bdd4b82	License templates stage 3: a template can be required of every client or of clients with certain client tags (database 3.3.0, tags kept when tags are merged); the template page shows how many of those clients have it and lists the missing ones with Make and Make for the clients missing one; the list gains a Required tab and a coverage chip; a client's Licenses page shows the licenses it should have but doesn't, opening New License from the template, and the client overview counts them under Licenses missing; the template page lists its licenses by client with seats, renewal and billing state, with views for over seats, spare seats, renewing soon, expired and not billed, an action for each view and bulk Renew, True up seats and Bill seats; true-up sets seats bought to the seats in use or a typed number; Bill seats adds a line for the template's product to each client's recurring invoice that follows the license's seats bought or in use, using seats in use for licenses with no seat limit; the Renew window now posts to the agent handler so it also works from Admin	2026-10-18 21:10:29 -04:00
johnnyq	0c12459eaf	License templates stage 2: templates carry the seats a license starts with, a renewal term, a vendor from the vendor templates and the product they are sold as (database 3.2.9); a license made from one starts with its seats, gets a renewal date worked out from the purchase date and uses the client's vendor from that vendor template, or one with the same name, or has one made from the template by someone who can add vendors; New License fills in the seats, vendor and renewal date from the template and keeps the renewal date in step with the purchase date until one is typed in; Renew starts on the template's term; new licenses can be made for several clients at once with an option to skip clients that already have one; the template page and list show the new fields and the list search covers vendor and product; the license quick look shows the product and price to Sales users; deleting a vendor template or product removes it from the templates that used it	2026-10-18 20:23:27 -04:00