johnnyq
185129dd72
Payment Methods: rebuilt Admin > Payment Methods with each method's use (payments, income, expenses) linking to Transactions, when it was last used, In use and Archived tabs, search and sorting; a method is for money in, money out or both and each picker offers only the ones that fit, transfers all of them; renaming carries the new name to every payment, income, expense, recurring expense, reimbursement, transfer, autopay and the defaults; payment and expense defaults set from the list; archive and restore; delete only an unused method, a used one is merged into another; methods records use that are not in the list can be added in one click; one New/Edit window with field icons; new functions/payment_method.php with paymentMethods() moved there from functions/billing.php; fixes a rename splitting records under two names, editing a Stripe payment or one whose method is no longer listed, and duplicate names; DB 3.4.1 adds payment_method_use and payment_method_archived_at
2026-10-25 01:03:16 -04:00
johnnyq
f43d4a9127
Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages
2026-10-19 00:13:28 -04:00
johnnyq
bf89a86ab1
Categories stage 3: list category filters offer only the categories their records have through categoryFilterOptionsHtml, archived ones marked (archived) and referrals that aren't categories marked (not set up), on expenses, recurring expenses, income, invoices, products, tickets, recurring tickets, client referrals and their export windows; new filters for quotes and recurring invoices by category, assets by status, licenses by software type and racks by type, each also in its export window and filter summary; asset type tabs count within the chosen status, and license tabs within software type and license type, fixing license counts that ignored the license type filter; Category export column for invoices, quotes and recurring invoices and Status column for assets, off until ticked; lists and quick looks show a category as its icon in its color through categoryMarkHtml, or its dot without one, on expenses, recurring expenses, income, transactions, tickets, recurring tickets and the ticket page; Admin > Categories usage counts link to the new filtered lists; read-only categories API at api/v1/categories/read.php with kind, id, name, archived and paging, checked per kind against the module that uses it, with usage counts for keys whose user sees every client; racks Archived button kept on one line; changelog updated
2026-10-17 20:42:29 -04:00
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
cd565b73c7
Taxes stage 2: Tax Collected report rebuilt for filing with an Invoiced basis (each sent invoice in the month of its date) or Paid basis (each payment carrying its share of its invoice), tax by part of each rate with registration numbers so a state's and a county's parts count apart and parts named alike add up in one row, sales before tax and net of discounts split into taxable, exempt and non-taxable, tax paid on purchases by part and net tax collected less paid, exempt sales by client with certificate and expiry, quarterly or monthly with a chart and CSV export of the tax table or the exempt sales, archived payments left out; expenses and recurring expenses record the tax included in them with a rate worked out from the amount as typed or typed over from the receipt, a tax amount with no rate allowed, refunds giving their tax back, recurring expenses copying it to each expense recorded, vendor defaults filling it in, and the list and quick looks showing it; exports gain invoice subtotal, discount, tax and tax by part, quote and recurring invoice tax, expense before tax, tax and tax rate, and client tax rate and exemption columns; API adds a taxes read endpoint with each rate's parts, subtotal, tax, tax by part and registration numbers on invoice and quote reads, and each line's rate on invoice item reads; Admin > Taxes explains naming parts alike and links the report; demo data names Allegheny County's state part PA Sales Tax and taxes the company's own-use purchases; removes the unused getMonthlyTax and getQuarterlyTax; database 3.1.2 adds expense and recurring expense tax rate and amount; changelog updated
2026-10-17 13:27:53 -04:00
johnnyq
8d5e5091ad
Expenses stage 3: billable expenses and pass-through costs - mark an expense for a client billable with a markup (default in Admin > Settings > Invoice), expenses to bill sit beside the time in Unbilled Time and go on a new or draft invoice with the tickets as a line each at a price that can be changed, the invoice gets an Expenses card with cost against billed and the margin plus an Add Expenses window, taking one off or deleting its line or invoice makes it to bill again (paid invoices keep it, cancelled ones keep the line), the quick look and list link billed expenses to their invoice with To bill and Billed pills and Bulk Set Billable, recurring expenses can be billed on each time or covered by one of the client's recurring invoices with a Costs card showing the monthly margin, expenses to bill counted in the menu, dashboard and client overview, export Billing and Billed On columns, demo data with recent client expenses to bill, database 3.0.1
2026-10-16 18:36:43 -04:00
johnnyq
94413424e4
Expenses stage 2: recurring expenses on a real schedule - monthly, quarterly or yearly on the day of the month they started on with the 31st falling back to a shorter month's last day, an optional end date for leases and financing after which they stop by themselves, the nightly run recording each one due today or missed by up to 7 nights dated the day it was due and telling the team about each with a link to it, one notice the day one falls too far behind in place of the nightly nag, Record Now dated today when early or the due date when late and safe to press twice, Move On to skip missed runs, Pause and Resume, a rebuilt list with cost a month, the next 30 days, running and need a look along the top, Active, Next 7 days, Late, Paused, Ended and All pills and vendor, category and client filters, a quick look with the schedule in words, the next dates, this year's total and the expenses it recorded, one New and Edit form that says the schedule as it is set and fills in from the vendor's last expense, recorded expenses carrying the payment method and reference and linked back with a filter and icon on the expenses list and a Recorded by line in their quick look, the dashboard figure, cash flow forecast and expense, recurring revenue and spend by vendor reports counting quarterly ones and end dates, the vendor page opening the quick look, demo data standing costs on their own days with insurance quarterly and linked to their history, fixes for edits moving the next date, new monthly ones starting in the picked month, recorded expenses losing the payment method, no way to pause and the list's date filter using the creation date, delete now needing full financial access, database 3.0.0 with frequency as month, quarter or year, anchor day and end date, the old day and month columns dropped and expense_recurring_expense_id backfilled, CHANGELOG updated
2026-10-16 18:02:00 -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
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
9bfd26d57b
Add titles to icon-only buttons
...
- title on 294 icon-only buttons, named for what each one does
- aria-label on the 7 show-password buttons (title becomes the popover
header) and the portal mobile nav toggle
- Fix dead add-category button on products filter, credential bulk tag
button now preselects Credential, drop duplicate inner-icon titles
2026-10-08 17:12:21 -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
a084e37c39
Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
2026-08-14 13:22:11 -04:00
johnnyq
b3744e9ed5
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
2026-08-06 13:10:23 -04:00
johnnyq
ddd9c2b56a
clientScopeSql sweep whicn now removed the extra unessesary client joins
2026-08-06 11:45:56 -04:00
johnnyq
4fec57709a
Recurring Expense: Fix edit not keeping client
2026-08-01 12:09:39 -04:00
johnnyq
b3f959ac55
Use Short echo tags across the code
2026-07-28 18:47:52 -04:00
johnnyq
761b2a7af4
Module permissions modal enforcement sweep to match its post counterpart
2026-07-25 00:28:42 -04:00
johnnyq
7bc47a58fe
Replace Function nullable_htmlentities() with just escapeHtml() and update all instances throughout
2026-07-14 17:10:45 -04:00
johnnyq
317fe91359
Add Missing clientEnforcement in various modals, already handled on POST also add client selection in edit trip and enforce client permissions on trips
2026-07-09 16:07:54 -04:00
johnnyq
e2547122a6
Update Var naming schemes to match the post var name
2026-03-08 14:25:12 -04:00
johnnyq
3d80d1519e
Recurring Expenses: Add missing CSRF, Add missing permission checks
2026-03-02 17:32:18 -05:00
johnnyq
0a30300bde
replace all instances of mysqli_fetch_array with mysqli_fetch_assoc for better performance and memory usage
2026-01-14 17:30:23 -05:00
johnnyq
c851e54e1d
Fix Decimal not showing on the iphone for specific fields associated to price cost percentage etc
2025-11-26 13:54:24 -05:00
johnnyq
41f9a2e6e2
Migrated add revenue, trip, quote, invoice, recurring invoice, product, document, folder, file, project, and asset interface over to the new ajax-modal
2025-11-03 14:06:44 -05:00
johnnyq
edabc5c33f
rename /user/ to /agent/ and update links to use agent/ instead
2025-09-23 18:04:23 -04:00
