2 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
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