30 Commits

Author	SHA1	Message	Date
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	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	b5dc8883f1	Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated	2026-10-17 13:59:13 -04:00
johnnyq	a2a0823163	Trips stage 2: mileage money - Trips and Mileage in Admin > Settings > Invoice with miles or kilometers, the rate an agent is paid back for their own vehicle and the expense category it goes under, and what a trip bills a client as a trip charge, a rate a mile beyond the distance the charge covers and the invoice line name; the trip form has In their own vehicle starting as the driver's latest trip and Bill the client starting as the ticket is billable, each showing what it pays back or bills; the list gets To pay back and To bill pills, an owed card (Owed to you for agents without financial access), who is owed what and marks on each row; Pay Mileage pays one driver for the ticked trips at the usual or a past rate as a mileage expense per client paid personally by them under the mileage category to a Mileage vendor made on first use, paid back there and then from an account or later with Reimburse; Unbilled Time has Travel to bill beside the expenses at an editable price going on the client's invoice with their tickets and expenses, billing every client includes trips and Not billable writes them off; the invoice gets a Travel card with Add Trips and Take off Invoice, and deleting the line or invoice makes a trip to bill again; paid back and billed trips keep their distance, driver, vehicle, client and billable and can't be deleted, and deleting the mileage expense puts its trips back to pay; bulk Set Vehicle, Set Billable and Pay Mileage; the trip quick look shows what it pays back and bills and the mileage expense lists its trips; dashboard Trips to bill and Mileage to pay back, client overview Trips to bill and the Unbilled Time count include trips; export Vehicle, Paid Back and Billing columns; the Mileage report and dashboard chart follow the unit and the report rate starts at the mileage rate; demo data with recent trips in own vehicles and billable when trips bill; database 3.0.4 with trip_own_vehicle, trip_expense_id, trip_billable, trip_invoice_id, trip_invoice_item_id and the mileage and trip billing settings; CHANGELOG updated	2026-10-16 20:35:51 -04:00
johnnyq	9ff206af3d	Trips modernized for MSP use: rebuilt trips list with stat cards, pills (mine, for a client, for a ticket, our own), driver/client/date filters, search across site and ticket, footer total, bulk Set Driver/Set Client/Delete and export with driver, round trip, one way, site, ticket and odometer columns; new trip quick look with route, Google Maps directions, driver, client, site and ticket links, odometer, logged by and trips to the site, with Edit, Copy, Return Trip and Delete; one shared form for New, Edit, Copy and Return Trip with client sites and tickets, site address as destination, ticket fills purpose and site, known routes fill miles, one way miles with round trip total and optional odometer readings; Log a trip and a Trips card on tickets, a Trips tab on locations, Mileage report rows open the trip and show site and ticket with Site and Ticket CSV columns; every agent can log and manage their own trips while others' trips need Financial write and deleting them Financial full; trips follow ticket merge, client move and ticket or location delete; new functions/trips.php and handlers rewritten around tripSave and tripDelete, trip_model.php removed; demo data links trips to sites and onsite tickets; database 3.0.3 adds trip_location_id, trip_ticket_id and trip_created_by with backfill, makes trip_miles decimal and renames trip_end_odmeter to trip_end_odometer; CHANGELOG updated	2026-10-16 19:48:32 -04:00
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	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	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	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	234afd25fb	Contacts overhaul: rebuilt contacts list with role tabs and counts, avatars, flag pills, hover copy on phone/mobile/email, inline location picker, linked asset/credential/license/ticket chips and tag filter; contact page rebuilt to match the asset page with header actions, Reach/Details/Quick notes cards and tabbed Assets, Credentials, Tickets, Recurring, Licenses, Documents, Files, Services and Notes; add and edit contact share one tabbed form (Details, Roles, Access, Notes) with field icons, role switches, password generator, duplicate email check and photo removal; contact quick look redone to match the asset quick look; contact avatars now used everywhere a contact appears - contact pickers, ticket header, contact card, client replies, ticket list, kanban, assets, clients list, client header, overview key contacts, credentials, documents, services, invoice/quote/statement recipients, license users and global search - with each contact keeping the same colour throughout; ticket contact pickers show the name with title and role underneath; fixes: permission checks on the add contact modal and contact page/list actions, contact location limited to the contact's own client on add/edit/bulk assign, contacts list no longer selects user account columns, archived assets and credentials left off the contact page and quick look, saving a contact with the client portal disabled no longer clears their portal login method, replacing a photo no longer tries to delete a directory, sort column whitelisted, list counts and tags batched instead of per row, recurring ticket menu markup, undefined index notices, contacts list no longer scrolls sideways on phones, Edit Service shows avatars on unselected contacts and assets, license user labels toggle their checkbox; new functions/contact.php helpers (contactAvatar, contactLink, contactFlagPills, contactPhoneLink, contactAvatarData, contactOptionDescription), shared contact_form.php, contact_location quick pick, removed unused assetContactAvatar and clientOverviewPersonInitials	2026-10-14 18:33:18 -04:00
johnnyq	67e511a914	Tags everywhere: the same tag pills on every list and detail page, and an inline tag picker that saves as you tick (single records and bulk, with make-a-tag for admins) in place of the Assign Tags modals	2026-10-13 13:22:58 -04:00
johnnyq	81062aea0e	Client overview redesign with technical and financial sections; client header on all client pages gets initials, industry, tags, open tickets and balance due, and an expandable panel matching the overview	2026-10-10 15:51:07 -04:00
johnnyq	362a6dcfd2	Client side nav: coloured initials and client name under an All clients link, aligned with the menu, click to switch clients	2026-10-10 13:49:47 -04:00
johnnyq	877474b7f0	Speed up client context pages - badge counts are now one query per table instead of one per number (43 -> 27 queries per page load, invoices scanned once instead of eight times)	2026-08-27 22:47:09 -04:00
johnnyq	a084e37c39	Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5	2026-08-14 13:22:11 -04:00
johnnyq	b3744e9ed5	More sweeps to replace select * with actual returned column names dramatically reduces php memory usage and speeds up processing dramatically especially in the crons since they run all the time	2026-08-06 13:10:23 -04:00
johnnyq	04014da21f	Combined Payments and Revenues as one View called income keeps all income in one place and still can add revenue not related to invoice	2026-07-26 01:10:52 -04:00
johnnyq	e7698f15bd	Make better use of formatAddress function for clients listing	2026-07-24 12:22:15 -04:00
johnnyq	058e31c290	Fix Truncated Client name in side nav needs to be truncated before escaped	2026-07-20 19:31:31 -04:00
johnnyq	7bc47a58fe	Replace Function nullable_htmlentities() with just escapeHtml() and update all instances throughout	2026-07-14 17:10:45 -04:00
johnnyq	8fc3dfed1f	New Function enforceClientAccess() and added to contact post and client inc all This enforces user client access if set at post and in other places easily	2026-03-06 13:05:11 -05:00
johnnyq	0a30300bde	replace all instances of mysqli_fetch_array with mysqli_fetch_assoc for better performance and memory usage	2026-01-14 17:30:23 -05:00
johnnyq	1e6e7fd6d8	If ticket doesn't have a client dont show client section	2025-11-15 16:51:31 -05:00
johnnyq	a85f898ef5	Fix No records exist if client_id in the uri is non existent	2025-11-02 13:13:51 -05:00
johnnyq	16242be74e	Update Client Nav to use Absolute links and updated more of the inc_alls to use Document Server Root	2025-10-07 13:44:08 -04:00
johnnyq	e6bcf0e12f	Started updating href paths to absolute paths instead of relative paths as itflow should be installed in document root anyway and not a sub-directory	2025-09-24 12:56:01 -04:00
johnnyq	edabc5c33f	rename /user/ to /agent/ and update links to use agent/ instead	2025-09-23 18:04:23 -04:00