2 Commits

Author	SHA1	Message	Date
johnnyq	2b087c8f46	Categories stage 2: every form and Bulk Action window picks a category the same way through categoryPicker and categoryOptionsHtml, in the kind's order with each category's color, icon and description, keeping a record's archived category marked (archived) and a status, type or referral that isn't a category marked (not set up) so saving changes neither; the + beside a category picker is admins only and opens the category window stacked over the form, saving in the background as JSON, picking the new category and leaving the form as it was, with a taken name shown in the window, on every form that picks one including a ticket's quote and invoice, Unbilled Time, payment providers, canned responses, the mileage setting and the Bulk Action windows; stacked windows shade the one underneath; agent/post/category.php removed so the window posts to admin/post.php from any page; typed referrals go through categoryEnsure, taking an existing referral's spelling in any case, matching archived ones and no longer making an empty referral on client add, edit and import; fixes the + reloading the page and losing the form, the quote made from a ticket creating an expense category, and a stray < in the license template type picker; changelog updated	2026-10-17 20:41:26 -04:00
johnnyq	e2431748fa	Products makeover stage 3: sold hardware becomes client assets - products take an asset type, make, model and warranty in months, invoices with hardware get a Hardware card showing how many units are on the client's assets with their serials, an Add to Assets window with a row per unit for name, serial and assigned contact (Enter between serials for barcode scanning), make, model and warranty from the product counted from the invoice date, status and location for all, linking an asset the client already has or leaving rows for later, assets made this way are bought on the invoice date with its number as the order reference and link back to the invoice and product, a Client asset card and Assets tab on the product page, a Hardware tab and asset type on the products list, a dashboard Needs attention item for hardware sold in the last 90 days not yet on assets linking to a new invoices hardware filter, serials on the packing slip, asset type, make, model and warranty in product import and export, starter and demo hardware seeded with asset types, deleting a line or invoice unlinks its assets without removing them, database 2.9.6 with product asset columns and asset product, invoice and line links, CHANGELOG updated	2026-10-16 16:13:36 -04:00