27 Commits

Author SHA1 Message Date
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
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
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
Wrongecho
c3429ecc8a Add ability for recurring invoices to be generated as draft to allow review and amendment prior to sending 2026-09-14 13:28:41 +00:00
Wrongecho
a41e738a9b Add ability for recurring invoices to be generated as draft to allow review and amendment prior to sending 2026-09-14 13:22:59 +00:00
johnnyq
8c0e5246b4 Fix Card Margin bottoms client header and ticket cards on the right 2026-08-14 19:08:15 -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
b8c9d5b4cf Query Optimization: Select only needed columns instead of SELECT * on looped queries 2026-08-06 12:59:43 -04:00
johnnyq
ddd9c2b56a clientScopeSql sweep whicn now removed the extra unessesary client joins 2026-08-06 11:45:56 -04:00
johnnyq
3c8f812a16 Feature: On all export modals added Filter Tab and Selectable Columns tab with default selected, also you can now export to a PDF 2026-07-30 00:46:15 -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
d2026a417f Add Client to top of the modals trips, ticket, recurring ticket, invoice, recurring invoice, quote and rework the UI for Ticket/Recurring ticket create Put Billable beside subject so it doesnt take up a whole row 2026-07-09 18:50:31 -04:00
johnnyq
21328c2dee clientEnforcement on Recurring Invoices and payments listings 2026-07-09 16:13:39 -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
6122efc870 Updated all Queries related to invoice items to reflect their new tables quote, invoice, recurring invoice items 2026-03-07 19:35:44 -05:00
johnnyq
6d2cb0aea3 Split out item edits into seperate posts and modals for editing invoice, quote and recurring invoice items 2026-03-07 12:12:27 -05:00
johnnyq
f653752026 Recurring Invoice: Add missing CSRF checks and missing permissions in POST 2026-03-01 22:37:51 -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