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
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
3ee183a09a
Document templates stage 2, filled in from the client: placeholders [Client], [Website], [Site], [Address], [Site Phone], [Contact], [First Name], [Contact Email], [Contact Phone], [Agent], [Date], [Month], [Quarter] and [Year] are filled in across a template's name, summary and content when a document is made, using the client's primary site and contact unless another or none is picked; tables of records [Contacts], [Locations], [Assets], [Servers], [Workstations], [Network Equipment], [Printers], [Networks], [Domains], [Certificates], [Licenses], [Vendors] and [Services] put in the client's current records, as a table on a line of their own (an empty row when there are none) or as names in a sentence, all made safe; any other bracketed word is a fill-in asked for when a document is made, set up on the template page as text, date, list or yes/no, required or with help, renamed along with the template text, reset or removed, and dragged into order, with answers checked by ticketFillInAnswers and blanks left in the document; the template page gets Fill-ins and Filled in from the client cards with each kind of word marked in its own colour, and the editor gets a button for each placeholder and table to insert it at the cursor (js/document_template_form.js); New document for a client and Document from template draw the site and contact pickers and fill-ins once the template and client are picked (agent/ajax.php document_template_asks, agent/js/document_template_make.js) and open larger; copying a template copies its fill-ins; Draft it with AI is told the placeholders and tables; migration 3.2.6 adds document_template_fill_ins; fixed the fill-in add and reset messages showing raw HTML around the bracketed name on document and ticket templates; changelog updated
2026-10-18 19:47:57 -04:00
johnnyq
81c80d8965
Canned responses stages 3 and 4: agents keep canned responses of their own in Your account > Canned Responses (on the standard list with Yours and Shared tabs, how often they used each, change, copy, archive and delete their own, Copy to yours from a shared one), offered to them alone and first in the picker as Yours; Save your reply as a canned response at the foot of the picker opens the draft with the ticket's contact, first name, client, ticket number, subject, link and agent swapped back to placeholders (canned_response_unfill, text only, a one-word subject left alone), offered on the ticket's category with a switch to put it back as written, and saves it in JSON without leaving the ticket so the reply stays and the new one goes straight into the picker; Admin > Canned Responses gains an Agents' own tab showing whose each is with Share with everyone, copies made there are shared, and admins can share their own or tick Share when saving a reply; files go with a response (Files tab, up to ten of the ticket attachment kinds, kept in uploads/canned_responses/<id>/, streamed by agent/canned_response_file.php to those who may use it), shown as chips under the picker with an x to leave one off, copied onto the ticket with the reply and sent with its email on a ticket and in Update & Reply; migration 3.2.4 adds canned_response_user_id and canned_response_created_by and the canned_response_files table, existing responses staying shared; the response window moves to includes/canned_response_form.php for the admin and account windows; export and import (functions/canned_response_transfer.php) of one, some or every shared response as a versioned JSON file with categories by name, what it sets up, status by name and files as base64, importing as shared with categories matched or made and leave, add as well or replace (keeping use and archived state), everything made safe and refused files named; an MSP starter pack of 27 canned responses in Starter Content loaded through the same import, with Update for the ones already added, and the Update button now driven by the pack registry; new Canned Responses report under Service Desk by response and by agent, filtered by client and by the agent who used it, admins seeing every agent's own; changelog updated
2026-10-18 15:36:00 -04:00
johnnyq
a65029431c
Canned responses stage 2: the picker above a reply box is a searchable list by name or what a response says, each with a line of it and what it sets up, Enter picking the first, and typing / in the reply box offers the same responses narrowed as you type; a response can set up the reply on a new Sets up tab - reply as an internal note, public note or email reply (a public note when there is nobody to email), the status after it and minutes added to the time worked (migration 3.2.3 adds canned_response_reply_type, canned_response_ticket_status and canned_response_minutes) - applied as it goes in with a line under the picker saying what was set, still changeable before sending, and shown on Admin > Canned Responses; sending a reply a response went into with something still in square brackets asks first, Fill them in selecting the first one to type over or Send anyway; Update & Reply on the tickets list gets the picker with the responses for the tickets' categories and every ticket, fills in [First Name], [Ticket], [Ticket Link] and the other placeholders for each ticket as it is sent, its email too, and counts a response picked into it as used on each; new agent/includes/inc_canned_response_picker.php and agent/js/canned_response_picker.js, the / menu from itflowCannedAutocompleter() in js/app.js, get_canned_response answering what a response sets up, cannedResponsePickerGroups() and cannedResponsePlaceholders() split from cannedResponseFill(); fixes clicking Send on a reply that didn't go clearing its time worked; changelog updated
2026-10-18 12:59:36 -04:00
johnnyq
3dc1205a55
Ticket templates stage 2: fill-ins - words in square brackets other than the ones filled in from the ticket, like [Employee Name] or [Start Date], are asked for when a ticket is raised from a template on New Ticket, once for all tickets in the New Tickets windows of the assets and clients lists, and once on a recurring ticket for every ticket it raises, then filled in wherever they appear in the subject, details and tasks and kept on the ticket in a Fill-ins card where a blank one can be answered later and goes in where it is still waiting, with each change in the ticket's history; on the template's page each fill-in can be made text, a date, a list of choices or yes or no, required, given help, renamed along with its text and tasks, added without being in the text, and dragged into order (migration 3.2.0 adds ticket_template_fill_ins, ticket_fill_ins and recurring_ticket_fill_ins, and task_templates.task_template_when_fill_in and task_template_when_value); a template's task can be for one answer only, dropping out of New Ticket as answers are given and kept when its answer is not given or no longer offered; project template tickets keep their fill-ins unanswered to answer on the ticket; addTasksFromTicketTemplate replaced by ticketTemplateAddTasks; fixes Add Task adding a row for every time the New Ticket or recurring ticket window had been opened, and Save doing nothing when a required field was empty on a tab that was not showing; changelog updated
2026-10-18 00:44:01 -04:00
johnnyq
3f90d2b0d0
Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated
2026-10-18 00:01:43 -04:00
johnnyq
be002b6f29
Roles stage 4: the money on invoices goes by Financial with Sales at Read through billingMoneyCan and enforceBillingMoney, so taking payments one at a time, by saved card or as a batch, changing them and emailing receipts, reminders and statements need write access to Financial, and deleting or refunding a payment needs full access, with the old Sales rules for reminders, statements and receipts still accepted; invoice, invoice list, Income and payment quick looks offer only what the role can do, the reminder window offers only the reminder to a role that cannot send the invoice, a reminder for a draft or with nothing owed still needs Sales, and Income bulk Set Category on payments needs Sales as it changes the invoice; database 3.1.8 gives the built-in Accountant full access to Financial when it still has its shipped levels, and new installs seed it that way; calendar events for a client follow the role's Clients level through calendarEventCan, Read to see, Modify to add, change, move, skip or send, Full to delete or Modify for the agent who added it, events an agent is on always show, events with no client stay open to everyone, and the calendar, dashboard and calendar links leave out other agents' client events for roles without Clients, with New event, the client picker and dragging following the same rule; the API now sets PHP and MySQL to ITFlow's timezone so what it creates, API ticket SLA times and key expiry go by local time, and inc_set_timezone.php only writes the session when one is open and no longer leaves its result and row variables behind; changelog updated
2026-10-17 21:52:10 -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
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
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
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
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
1a613eab7b
Files and documents overhaul: rebuilt files list with folder tree (counts, open/close remembered, phone collapse), current folder path and folder menu, All/Documents/Uploads tabs with counts, colour-coded type tiles, shared and portal pills, updated time and author, linked record counts, permission-gated row menus, search across every folder from the top level showing where each result lives, grid view with real previews (image thumbnails, PDF first page, document and text excerpts) and an arrow-key previewer with a Details button, drag and drop files onto the list to upload into the folder on show, bulk move/archive/restore/delete for files and documents together; document page rebuilt like the asset and contact pages with header actions (Edit, Share, PDF, Print, Rename, Move, Link, portal visibility, Archive, Delete), Linked card, folder and portal card and a History card where versions can be viewed, restored (current content kept as a version) or deleted, revision table moved to print only; new file quick look with preview, folder, uploader, share status and links; document quick look and version viewer redone; one link modal for every relation (files, documents, assets, contacts, licenses, vendors) with type tabs and multi-select, offering only the client's own unarchived, not yet linked records, old link modals now open it; upload modal with drop box, file list and size checks; new and edit document share one form with folder and client portal switch; template, rename, move, bulk move, visibility and folder add/rename/delete modals modernized with folder tree pickers; asset and contact pages show the same file and document tiles and open the file quick look; fixes: folder, contact and asset ownership checked on upload, new document, template, move and bulk move, links limited to records of the same client, linking an existing link no longer errors, deleting a folder now moves its files, documents and subfolders up instead of orphaning them, file delete confirmation no longer builds its name into inline JS, permission checks added to the upload, new document, folder, visibility and link modals, upload modal script error that skipped the size check, skipped uploads now reported, mime type read from the uploaded file, per-row link modals that broke grid view, search with quotes double escaped, document search text stored without tags and with words spaced, bulk messages with empty counts, visibility wording, file rename icon, PDF export redirecting after output and needing write access, file and document deletes now remove their links and skip missing files on disk, duplicate asset to file link handler removed; developer: new functions/links.php (relation registry, linkAdd, linkRemove, linkRemoveAll, linkedRecords, linkCandidates, linkGroupsHtml), post/link.php with link_items and unlink_item plus the legacy link and unlink names, functions/files.php gains fileTypeInfo, fileTypeTile, documentTile, folderTree, folderPath, folderSubtree, folderOptionsHtml, folderOwnedId, delete helpers, documentContentRaw and documentHtmlPurify, new agent/js/files.js, modals/link/link.php, modals/file/file.php, modals/folder/folder_delete.php and modals/document/document_form.php, removed unused document_bulk_move.php, document_add_file_relation.php and js/file_delete_modal.js
2026-10-14 20:35:41 -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
032e555f87
Replace copy buttons with hover over copy buttons
2026-10-14 17:27:27 -04:00
johnnyq
cce7b15a03
Main Side Nav displays logo and company name more effiently
2026-10-14 14:43:30 -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
2c8fb8753c
Fix Copy Paste Buttons in certain areas
2026-10-06 22:21:22 -04:00
johnnyq
b15ef69bf4
Fix pretty content js helper in modals, fixes the issue with images going out of the boundry of the modal window
2026-09-29 17:22:53 -04:00
Wrongecho
d416406746
Scale sidebar business name to fit (@BoredManCodes)
2026-09-07 15:41:22 +00:00
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
e2512b0f86
Fixed Side nav titles, Fixed ajax on bootstrap modals, fixed pagination all regressions
2026-08-14 18:32:33 -04:00
johnnyq
bbbfff7413
All Jquery removed replaced with stand JS and non jqery dependent libs
2026-08-14 17:28:06 -04:00
johnnyq
2354dd1511
Migrate fully away from Jquery Stage 1
2026-08-14 17:11:01 -04:00
johnnyq
dc6b191eed
Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask
2026-08-14 17:08:40 -04:00
johnnyq
0fe6d51bdb
Theme Fixes for adminlte 4
2026-08-14 14:11:13 -04:00
johnnyq
a084e37c39
Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
2026-08-14 13:22:11 -04:00
johnnyq
cdb4a43b89
Major UI/UX overhaul on Tickets listing / Kanban and ticket details
2026-08-01 14:12:03 -04:00
johnnyq
e74307eaea
Feature: Add Dynamic Task editing in add ticket and add recurring ticket, recurring tickets now have their own task table as well
2026-07-29 17:48:41 -04:00
johnnyq
d01024931b
Retire v1 Ticket and merge into 1 add ticket
2026-07-29 17:24:55 -04:00
johnnyq
8a092852cf
Fixed Asset section in recurring ticket if global added project in add ticket
2026-07-29 16:52:47 -04:00
johnnyq
b1c57fc5c7
Feature: Add new js function to retrieve and Audit log Password reveals, still need to get the edit modals
2026-07-15 20:32:50 -04:00
johnnyq
a81edc122d
Add CSRF Checks on Agent ajax endpoints that would update / delete or add something to the db
2026-03-05 17:12:44 -05:00
johnnyq
f39e6ccbc9
Remove old ticket merge code, rename kanban_v2 to to just kanban
2026-02-03 17:20:19 -05:00
johnnyq
ccd5605d97
Remove unused code
2025-12-29 18:03:53 -05:00
johnnyq
f2d4eb0486
Fix Ticket Template auto filling
2025-12-29 17:46:23 -05:00
wrongecho
293a2b800e
Merge pull request #1244 from Flos/fix-timer-sleeping-chrome-tab-and-initialise-on-reload
...
Fix ticket timer, to initialise on reload and after tab sleeping
2025-11-06 16:18:46 +00:00
johnnyq
9fcaf9f5cc
[Feature] Updated Invoice Ticket to include more details in the description, predefined along with optional Invoice Title, helper texts below qty and price to show how it gets its information, fixed ticket number not showing in ticket reply when adding ticket to an existing invoice. Add to Existing Invoice is default if open invoices exist, migrated many more ticket related modals to use ajax-modal
2025-11-04 17:48:21 -05:00
Flos
b09e4938b7
Fix ticket timer, to initialise on reload and after tab sleeping
...
When the tab was reloaded, the timer was not initialized again.
When the tab was in background and the tab was sleeping, the timer showed the wrong time
2025-11-01 23:23:25 +01:00
wrongecho
975b52a43d
Time tracking - show H/M/S placeholders if timer auto-start is disabled
2025-10-15 12:29:26 +01:00
wrongecho
ca6a903b8f
Keepalive
...
- Fix directory path
- Remove duplicate file
- Add to client portal
2025-09-24 08:39:45 +01:00
johnnyq
edabc5c33f
rename /user/ to /agent/ and update links to use agent/ instead
2025-09-23 18:04:23 -04:00
