7 Commits

Author	SHA1	Message	Date
johnnyq	87c441b3b9	Billing stage 5: payment reminders on a schedule set in Invoice Settings (days before, on and after the due date, then every N days until paid, with a client opt-out on the Billing tab and no reminder for autopay invoices until late), Send Reminder and next-reminder status on the invoice page, a message and PDF attachment in the invoice, quote and statement Send windows, a statement PDF with aging and an optional monthly statement run, a new look for invoice, quote, reminder, receipt, statement and team notice emails sent to primary and billing contacts, late fee added as a proper invoice line, fixes for the quote answered notice link and batch payment receipts, database 2.9.8 and changelog	2026-10-16 17:12:10 -04:00
johnnyq	2fcdd6006b	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	2026-10-16 14:14:53 -04:00
johnnyq	fee0a5cb80	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	2026-10-16 12:37:50 -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	86ba041cdc	Add Quick Send Quote / Invoice to replicate the old single click to Send Email	2026-08-28 14:40:25 -04:00
johnnyq	68b15ca49b	Email Invoice Only shows Billing and Primary, Quote shows Important Billing, Primary and Technical contacts that can be selected	2026-08-28 13:43:51 -04:00
johnnyq	72e6f23e19	Send Email and Mark Sent modals for invoices and quotes (db 2.7.7) ... Send Email opens a contact picker instead of hardcoding the primary contact; Mark Sent asks how it went out and takes a note. Both log recipients / method / note to the document history. Handlers moved GET -> POST. Fixes two pre-existing bugs in the email path: archived contacts were still receiving billing copies, and every copy was addressed to the primary contact by name.	2026-08-28 13:31:22 -04:00