johnnyq
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2fcdd6006b
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Invoices, quotes and recurring invoices makeover stage 4: quote lines billed one time or each month, quarter or year with a Billed choice on the add-a-line row and in Edit Line, quotes grouped into One-time, Each month, Each quarter and Each year with a total for each on the page, PDF and client view, lines dragged within their own group, Start Billing on accepted quotes putting one-time lines on a draft invoice due on the client's terms and each recurring part on a new recurring invoice from a chosen date, emailed or left as drafts, or added to one of the client's recurring invoices of the same frequency, with an option to bill the first period on the invoice, an Invoiced as card on the quote linking every invoice and recurring invoice it became including ones it added lines to, From links back on invoices and recurring invoices, monthly amounts in the quotes list and its totals, search, client portal, quote email, Send and Copy windows, quotes export and client export, and Quotes Pipeline valuing quotes at up front plus a year of recurring lines. Fixes Make Invoice invoicing a quote twice or one never accepted, and its audit entry using the current quote prefix instead of the quote's own. Adds DB 2.9.3 with item_frequency, quote_monthly_amount, invoice_quote_id and recurring_invoice_quote_id, linking invoices to their quotes from history, quoteConvert() as the one invoicing path claiming the quote in a transaction, quoteLineGroups(), quoteAmountText() and quoteMadeFrom(), reportCsv() totals written as given, and updates the 26.11 changelog
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2026-10-16 14:14:53 -04:00 |
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johnnyq
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fee0a5cb80
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Invoices, quotes and recurring invoices makeover stage 1: one shared document page for all three with inline line editing (product pick, live line totals, drag to reorder, lines locked once paid or answered), shared New/Edit form, late recurring invoices offer to skip to the next date without billing missed runs, Add Payment shows remaining balance and account balances, Batch Payment lists the invoices it will pay, Add Tickets takes several at once, new PDF layout for invoices, quotes and packing slips with pay/answer QR codes and paid/answered stamps, Letter or A4 by country, guest invoice Pay Now with other open invoices, guest quote Accept/Decline then signed copy or PO upload. Line amounts rounded to the cent on save, expired quotes can no longer be accepted from the link, Batch Payment skips non-billable invoices, recurring list creation-date filter removed. Fixes discount reset to zero on invoice/quote edit, stock not moving on invoice item quantity change, invoice status not updating on payment edit, autopay left behind on recurring invoice delete. Consolidates line items, totals, statuses and PDFs into functions/billing.php, includes/billing_paper.php, agent/post/billing.php and functions/billing_pdf.php with a single billing_items_order ajax reorder; removes the three item edit modals, link_invoice_to_ticket, guest_quote_upload_file_modal.php and js/product_autocomplete.js
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2026-10-16 12:37:50 -04:00 |
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johnnyq
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69484a8a2e
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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
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2026-10-13 12:41:29 -04:00 |
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johnnyq
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dc6b191eed
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Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask
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2026-08-14 17:08:40 -04:00 |
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johnnyq
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a084e37c39
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Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
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2026-08-14 13:22:11 -04:00 |
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johnnyq
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b3744e9ed5
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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
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2026-08-06 13:10:23 -04:00 |
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johnnyq
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b8c9d5b4cf
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Query Optimization: Select only needed columns instead of SELECT * on looped queries
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2026-08-06 12:59:43 -04:00 |
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johnnyq
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b3f959ac55
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Use Short echo tags across the code
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2026-07-28 18:47:52 -04:00 |
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johnnyq
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761b2a7af4
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Module permissions modal enforcement sweep to match its post counterpart
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2026-07-25 00:28:42 -04:00 |
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johnnyq
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7bc47a58fe
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Replace Function nullable_htmlentities() with just escapeHtml() and update all instances throughout
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2026-07-14 17:10:45 -04:00 |
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johnnyq
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317fe91359
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Add Missing clientEnforcement in various modals, already handled on POST also add client selection in edit trip and enforce client permissions on trips
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2026-07-09 16:07:54 -04:00 |
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johnnyq
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6f0a2a5a73
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quotes: enforceClientAccess
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2026-03-06 18:11:35 -05:00 |
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johnnyq
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2c47001b19
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Quote: Add missing CSRF checks and missing permission on export quote pdf
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2026-03-01 22:02:43 -05:00 |
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johnnyq
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0a30300bde
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replace all instances of mysqli_fetch_array with mysqli_fetch_assoc for better performance and memory usage
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2026-01-14 17:30:23 -05:00 |
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johnnyq
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edabc5c33f
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rename /user/ to /agent/ and update links to use agent/ instead
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2025-09-23 18:04:23 -04:00 |
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