johnnyq
5d9b48e83e
Roles stage 2: refusals now say why, naming the role and what it lacks, as a Not for your role card in place of a page with the layout and Back, inside the window for a window, back on the page with a message for a handler or Admin, and as a 403 JSON error from ajax.php, no longer leaving a stale not permitted message on the next page; actions a role can't do are no longer offered, covering the clients bulk menu at Read keeping Send Email, asset bulk tools and ticks at Read, asset bulk Delete below Full, editing an asset's recurring tickets at Read, report links for roles without that report with the dashboard Profit card opening Transactions instead, Credentials in All Client Docs, a contact's Assets, Documents, Files and Services tabs and a document's linked records for roles without Support, shared-link notifications for roles without Support, and the client delete window only included where Delete Client is offered; role window warns when modules are given with Clients at None; user quick look shows what the agent can open from their role and the user form shows the picked role's access; changelog updated
2026-10-17 20:44:50 -04:00
johnnyq
afaaa5fc32
Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated
2026-10-17 13:00:54 -04:00
johnnyq
5a12ac4898
Rebuild client Export Data as a two-tab modal (client_export_data.php, js/client_export.js) backed by functions/client_export.php and a ClientExportPdf TCPDF subclass, with a Documentation PDF (cover, contents with page numbers, overview with key contacts and service levels, chapters for contacts, locations, networks, assets by type, racks, licenses, domains, certificates, services, vendors, credentials and files, and every document in full with its images) and a Full export zip (every record as CSV and JSON with a manifest, documents as HTML in their folders, files in their folders, ticket conversations with attachments, photos, the PDF and a README), offer only the sections the agent can access with record counts, add archived records and internal notes options, leave passwords and 2FA secrets out unless asked and then lock the PDF or zip with AES-256, stream ticket text and confine files to the client's upload folder, log every export to the audit log, remove client_download_pdf.php and the old client PDF pack functions from functions/export.php, and update the 26.11 changelog
2026-10-16 00:47:01 -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
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
f395d224fa
Collapsable Client Top Head collapsable is remembered upon navigation
2026-08-29 00:59:49 -04:00
johnnyq
f6e03b2196
Add Chevron to show top client collapse
2026-08-29 00:46:30 -04:00
johnnyq
20b8fb5379
Make Add Primary links small
2026-08-28 00:44:47 -04:00
johnnyq
097891ed96
Add Primary Location / Contact if missing link modals
2026-08-28 00:26:40 -04:00
johnnyq
8c0e5246b4
Fix Card Margin bottoms client header and ticket cards on the right
2026-08-14 19:08:15 -04:00
johnnyq
a084e37c39
Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
2026-08-14 13:22:11 -04:00
johnnyq
942fe41b18
Apply further gating to client pdf export
2026-08-06 19:03:47 -04:00
johnnyq
d01024931b
Retire v1 Ticket and merge into 1 add ticket
2026-07-29 17:24:55 -04:00
johnnyq
b3f959ac55
Use Short echo tags across the code
2026-07-28 18:47:52 -04:00
johnnyq
41b118ab87
Add formatAddress function and replace all addresses with it
2026-07-23 18:10:39 -04:00
johnnyq
c16a1753a5
Add text MonoSpace in places where it needs to be, reduced info icon size in clients, Fixed navigation highlight for files when in document details and is asset details
2026-06-25 18:06:39 -04:00
johnnyq
220e1d4e24
Make new ticket first in client top head
2026-03-03 15:51:50 -05:00
johnnyq
3481431eb5
Add New ticket button in client top header button, spruce up credential favorites on overview
2026-03-03 15:50:14 -05:00
johnnyq
308dc6e550
Ticket Tasks: Add missing CSRF checks and other CSRF checks missed in he previous commits
2026-03-01 21:45:26 -05:00
johnnyq
edabc5c33f
rename /user/ to /agent/ and update links to use agent/ instead
2025-09-23 18:04:23 -04:00
