johnnyq
6ecc27e7ca
Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()
2026-11-09 01:22:35 -05:00
johnnyq
3143cdb115
Fix phone numbers keeping the 0 dialled at home after the country code (+49 0172 1234567) and click-to-call dialling it - formatPhoneNumber() now writes every country's numbers with Google libphonenumber's rules from the new functions/phone_formats.php, built by scripts/phone_formats_build.php from libphonenumber v9.0.43, taking off the national prefix and a typed-in country code where what is left is still a number of that country, with the international format after the code and the national format without it, German landlines split after their area code, Italy keeping its 0 and North America unchanged; the new phoneDialNumber() gives tel: links +code and the number without its prefix, used by contactPhoneLink(), vendorDialNumber() and every hand-built tel: link on the agent side, the client portal and the guest ticket page, and the ticket quick look now dials the extension after a pause instead of running it into the number; changelog updated
2026-11-05 13:16:06 -05:00
johnnyq
3c996a0b4b
Add agent mentions in ticket internal notes: typing @ in an internal note (reply box and Edit reply) offers the agents who can open the ticket by role and client access, each mention is saved with the agent's current name and told in ITFlow with a link to the note and by email from the ticket mailbox, the ticket shows Mentions you with the name highlighted, a Mentioned me view on the tickets list and board lists open tickets with a note that mentions you, edits tell only newly added agents and drop removed ones, redacting and archiving take mentions off, mentions in public notes, email replies and bulk replies stay plain text and tell nobody, database 3.5.3 adds ticket_reply_mentions, and the Mentioned in a note email is added to Mail Previews
2026-10-28 14:19:15 -04:00
johnnyq
1e5bffff3c
Rates, net terms and SLAs come from the client's contract, else the instance defaults: database 3.5.0 adds a default after-hours rate (Settings > Defaults, now Rates and terms), gives each client whose own rate, net terms or SLAs differ from the defaults an active Standard terms contract setting just those (12-month term renewing itself, starting the day the client was added or the day before its earliest contract, archived with an archived client), deletes per-client SLA assignments and drops clients.client_rate and client_net_terms; time bills at the contract's rate, its after-hours rate or the default after-hours rate, else the default rate, new invoices are due on the contract's net terms else the default, and new tickets get the contract's SLA else the default; a client's own terms still apply until the update runs; the client add and edit windows lose the rate, terms and SLA fields for a note saying what the client is billed on and where it comes from, the Clients list loses Set Hourly Rate and Set Net Terms and shows the contract's rate, the overview's Terms shows the after-hours rate and whether terms are a contract's or the defaults, a contract's page and document show what it leaves empty from another contract in force or the default so signed documents stay unchanged, contract windows show the defaults as placeholders, contract names take a proper possessive; the client import and API create make a Standard terms contract for a rate or terms that aren't the defaults (returning contract_id), API update reports them in not_kept; the client export gives the rates, terms and SLAs as billed; demo data puts each demo client's terms on a contract; changelog updated
2026-10-27 22:22:34 -04:00
johnnyq
6e03857c6c
Show whether each ticket reply was emailed and who to: replies are marked Email reply, Public note or Internal, an email reply lists each recipient with their email's state from the mail queue (sent, waiting, retrying, failed with why, cancelled) and a Mail Queue link for admins, sending says how many it went to or why it didn't go, and editing an emailed reply says the client keeps what was sent; database 3.4.8 adds ticket_replies.ticket_reply_emailed and ticket_reply_emailed_to and email_queue.email_ticket_reply_id, matching the mail queue's update and resolved emails to their replies; bulk reply, bulk resolve and the API record it too
2026-10-26 12:51:28 -04:00
johnnyq
77df925981
Contracts stage 4: a contract in force sets the client's SLA for new tickets, the hourly rate with an after-hours rate for tickets opened outside business hours, and net terms for new invoices, the one that started last first and the client's own where it is empty; Unbilled Time bills each ticket at its own rate with one line per rate, and the ticket invoice window, Add Tickets, quote from a ticket, Unbilled Work and Time Detail reports, New Invoice, copy, quote to invoice, the invoice page, client overview and client edit follow it; a recurring invoice made from or linked to a contract is paused while it is a draft, started when it is made active or renewed with missed runs skipped, and paused once when it ends or its cancellation takes effect; new functions/contract_billing.php; fixes agent names double-escaped in the prepaid hours history; DB 3.4.5 adds contract_recurring_invoice_id and contract_recurring_stopped_at and treats a 0.00 contract rate as empty
2026-10-25 01:06:59 -04:00
johnnyq
0f9038b1ed
Contracts stage 3: prepaid hours - hours included each month, and blocks bought with a price, expiry, note and an optional draft invoice; a nightly draw of billable ticket time, oldest ticket first from the hours that run out first, with Draw now and Put back, and a ticket the hours run out on staying in Unbilled Time at the usual rate; Prepaid hours card, a low hours email to the owner, and hours left on the contracts list, client overview, ticket, Unbilled Time and the client portal; [Monthly Hours] placeholder; new functions/contract_hours.php; DB 3.4.4 adds monthly hours and the alert level to contracts and templates, plus contract_blocks and contract_block_uses
2026-10-25 01:06:27 -04:00
johnnyq
359851c876
Security sweep of the 26.11 work: API contact lookup by phone or mobile kept to the key's clients; API credentials refuse a wrong decrypt password instead of saving unreadable usernames and passwords, link credential_vendor_id and credential_software_id, and drop another client's contact or asset; Products Receive window lists expenses only with Financial access and only for clients the agent can open; account ledger, reconcile page and ledger export show lines for clients the agent can't open as Another client with only date, kind and amount, with search and the client filter kept to reachable clients; Tax Collected folds unreachable exempt clients into one line; client-limited agents no longer see other clients' names in the export window client filters, Transfer to Client, company vendor expense lists, My Activity or the New Client duplicate check; Stripe switched off stops guest pay links and saving cards, and the Stripe return never books a payment twice; Admin > Cron job window is admins only; records per page needs the CSRF token and takes only the listed sizes; uploads/canned_responses closed to direct access; Admin > Debug no longer stops at the footer; report export audit log no longer double-escapes names; bulk interface network refuses a deleted network; API assets/update keeps the primary interface IP, MAC and network, tickets/resolve reports success, software/read by name works, clients/create takes the company currency, certificates/create returns its error, clients/archive logs as Client, and the 405 response no longer echoes the method; changelog database step count corrected to sixty
2026-10-23 12:09:07 -04:00
johnnyq
26437daa44
AI stage 4: Billing use case falling back to General; Write it with AI on quotes and invoices whose lines can still change - say what it is for and AI picks lines from the product catalog at catalog prices and frequency, labor in quarter hours at the client's rate, and anything else unpriced for the agent to set (AI never sets a price), with a suggested scope, client note and pre-send checks, optionally using the quote's ticket and the client's people, sites and devices (ticket and documentation only with Support); ticked lines added through billing_ai_lines, taxed by kind, scope and note kept on request, lines that can't go on listed; Write it on the ticket Invoice window describes the work done from replies and notes for the client under the usual ticket line, passwords never sent nor written back; new functions/ai_billing.php, ai_billing_draft and ai_ticket_invoice_description endpoints, billing_ai_writer modal, billing_draft and invoice_description features; callAiApi remove mode also strips made-up secret placeholders; changelog
2026-10-20 21:23:52 -04:00
johnnyq
808c27a0fc
AI stage 2: AI on tickets - Draft button in the ticket reply editor that writes the next reply from the ticket or from typed notes, for the reply type picked, leaving internal notes out of anything the client reads, with undo; richer ticket summary from the whole ticket with Save as a note, Copy and Again; Triage with AI suggesting a category and priority shown on the ticket to apply in part or dismiss, logged in the ticket history; automatic triage of new email, portal and API tickets with a Settings > Tickets mode of off, suggest or fill in and a new AI Triage cron job; Write up as a document drafting a knowledge base document from a ticket into the New Document form for the client or the company's own client record, linked to the ticket's asset, with passwords and keys left out as [removed]; new ticket features shown by name in AI Usage; database 3.3.9 adds config_ticket_ai_triage and ai_ticket_triage
2026-10-20 18:58:14 -04:00
johnnyq
80cdc4de41
AI stage 1: rebuild AI Providers and AI Models in the standard list pattern with ready-made provider kinds (OpenAI, Anthropic, Azure OpenAI, Gemini, Mistral, Groq, OpenRouter, Ollama, LM Studio, OpenAI-compatible), Test that lists a provider's models, Save anyway for a provider that doesn't answer, a first model offered when adding the first provider, the API key no longer shown, from-to audit lines, and delete confirms that say what goes and what stops; model window with suggested models, use case notes and Try it; new AI Usage page logging each request by feature, user, client, model, tokens, time and failure, with totals, views and filters, pruned with the audit log; passwords, keys, 2FA links and card numbers taken out before sending and put back in the answer, on by default per provider; new Use AI role permission; Reword shown only when set up and allowed, placed first in the toolbar, with its own instructions, undo in one step and a fixed endpoint on admin pages; ticket summary and template drafts purified; Settings overview warns while AI requests keep failing; database 3.3.8 adds provider kind and redact, ai_usage and module_ai
2026-10-20 17:45:00 -04:00
johnnyq
81c80d8965
Canned responses stages 3 and 4: agents keep canned responses of their own in Your account > Canned Responses (on the standard list with Yours and Shared tabs, how often they used each, change, copy, archive and delete their own, Copy to yours from a shared one), offered to them alone and first in the picker as Yours; Save your reply as a canned response at the foot of the picker opens the draft with the ticket's contact, first name, client, ticket number, subject, link and agent swapped back to placeholders (canned_response_unfill, text only, a one-word subject left alone), offered on the ticket's category with a switch to put it back as written, and saves it in JSON without leaving the ticket so the reply stays and the new one goes straight into the picker; Admin > Canned Responses gains an Agents' own tab showing whose each is with Share with everyone, copies made there are shared, and admins can share their own or tick Share when saving a reply; files go with a response (Files tab, up to ten of the ticket attachment kinds, kept in uploads/canned_responses/<id>/, streamed by agent/canned_response_file.php to those who may use it), shown as chips under the picker with an x to leave one off, copied onto the ticket with the reply and sent with its email on a ticket and in Update & Reply; migration 3.2.4 adds canned_response_user_id and canned_response_created_by and the canned_response_files table, existing responses staying shared; the response window moves to includes/canned_response_form.php for the admin and account windows; export and import (functions/canned_response_transfer.php) of one, some or every shared response as a versioned JSON file with categories by name, what it sets up, status by name and files as base64, importing as shared with categories matched or made and leave, add as well or replace (keeping use and archived state), everything made safe and refused files named; an MSP starter pack of 27 canned responses in Starter Content loaded through the same import, with Update for the ones already added, and the Update button now driven by the pack registry; new Canned Responses report under Service Desk by response and by agent, filtered by client and by the agent who used it, admins seeing every agent's own; changelog updated
2026-10-18 15:36:00 -04:00
johnnyq
a65029431c
Canned responses stage 2: the picker above a reply box is a searchable list by name or what a response says, each with a line of it and what it sets up, Enter picking the first, and typing / in the reply box offers the same responses narrowed as you type; a response can set up the reply on a new Sets up tab - reply as an internal note, public note or email reply (a public note when there is nobody to email), the status after it and minutes added to the time worked (migration 3.2.3 adds canned_response_reply_type, canned_response_ticket_status and canned_response_minutes) - applied as it goes in with a line under the picker saying what was set, still changeable before sending, and shown on Admin > Canned Responses; sending a reply a response went into with something still in square brackets asks first, Fill them in selecting the first one to type over or Send anyway; Update & Reply on the tickets list gets the picker with the responses for the tickets' categories and every ticket, fills in [First Name], [Ticket], [Ticket Link] and the other placeholders for each ticket as it is sent, its email too, and counts a response picked into it as used on each; new agent/includes/inc_canned_response_picker.php and agent/js/canned_response_picker.js, the / menu from itflowCannedAutocompleter() in js/app.js, get_canned_response answering what a response sets up, cannedResponsePickerGroups() and cannedResponsePlaceholders() split from cannedResponseFill(); fixes clicking Send on a reply that didn't go clearing its time worked; changelog updated
2026-10-18 12:59:36 -04:00
johnnyq
3dc1205a55
Ticket templates stage 2: fill-ins - words in square brackets other than the ones filled in from the ticket, like [Employee Name] or [Start Date], are asked for when a ticket is raised from a template on New Ticket, once for all tickets in the New Tickets windows of the assets and clients lists, and once on a recurring ticket for every ticket it raises, then filled in wherever they appear in the subject, details and tasks and kept on the ticket in a Fill-ins card where a blank one can be answered later and goes in where it is still waiting, with each change in the ticket's history; on the template's page each fill-in can be made text, a date, a list of choices or yes or no, required, given help, renamed along with its text and tasks, added without being in the text, and dragged into order (migration 3.2.0 adds ticket_template_fill_ins, ticket_fill_ins and recurring_ticket_fill_ins, and task_templates.task_template_when_fill_in and task_template_when_value); a template's task can be for one answer only, dropping out of New Ticket as answers are given and kept when its answer is not given or no longer offered; project template tickets keep their fill-ins unanswered to answer on the ticket; addTasksFromTicketTemplate replaced by ticketTemplateAddTasks; fixes Add Task adding a row for every time the New Ticket or recurring ticket window had been opened, and Save doing nothing when a required field was empty on a tab that was not showing; changelog updated
2026-10-18 00:44:01 -04:00
johnnyq
3f90d2b0d0
Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated
2026-10-18 00:01:43 -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
95dd3ef9c5
Tags stage 2: tags on five more record kinds (tickets, documents, [kind], [kind], [kind]) working like the other seven with tag pills and + picker on list, page and quick look, Tags field in New and Edit, list tag filter and tag-name search, Bulk Action Tags, export tag filter and Tags column; tickets list shows + only once a ticket has a tag, Tags under More filters with its own chip, board cards show tags, tag changes written to ticket history and merging moves non-archived tags; document tag filter in client Files and at top level across all folders excluding uploads, bulk Tags only tags ticked documents, cross-client document tags open a global search; global search matches tag names, shows the matching tag on each result and adds a Tags group; API tags read, update and create endpoints plus a tags list on every record read, per-kind permission checks and tag creation limited to admin keys; Tags starter pack and demo data cover the new kinds; changelog breaking change for tag-name matching in searches and upgrade note now 2.7.9 to 3.1.4; stage 1 tag test updated for twelve kinds
2026-10-17 15:17:14 -04:00
johnnyq
afaaa5fc32
Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated
2026-10-17 13:00:54 -04:00
johnnyq
1a51fc8dd6
Invoices, quotes and recurring invoices makeover stage 3: Unbilled Time page under Billing and in each client's menu with a count, listing every client's billable resolved or closed tickets not yet invoiced with time logged, hours to bill, rate, amount and oldest waiting, invoicing many clients at once onto a new draft each or each one's newest draft, and per client reviewing each ticket's hours before billing onto a new or existing draft with a line per ticket or one for all, live totals, and Not billable to write tickets off, Billing Time settings under Admin Settings Invoice for rounding to 6, 12, 15 or 30 minutes or the hour, nearest or always up, a per-ticket minimum and the line name, defaulting to the nearest 15 minutes, rebuilt ticket Invoice window showing time by agent, hours to bill and the client or default rate with add-to-draft and an open ticket warning, Add Tickets on an invoice now adds lines for the tickets' time with an option to attach without lines, client overview, dashboard and Unbilled Work report linking to it and counting unbilled time the same way, ticket billing written to ticket history instead of an internal note, invoices from tickets and copies due on the client's terms including On Receipt. Fixes ticket invoice line placed near the top of existing invoices, a ticket billable twice from two windows, no rate when the client had none set, and no hours filled in for tickets with 100 hours or more. Adds DB 2.9.2, billingTimeInvoice() as the one billing path with ticket claiming, billingUnbilledSql() and related helpers, unbilled_invoice, unbilled_invoice_clients and unbilled_write_off handlers, js/unbilled_time.js, and updates the 26.11 changelog
2026-10-16 13:42:06 -04:00
johnnyq
15844faa9b
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
johnnyq
df0c6a5bc8
Review pass over the modernized sections: add icons in front of the fields that were missing them (project form, bulk due and manager, project export; service form, depends-on pickers, bulk edit, review, link tickets and export; calendar event and calendar forms; rack and rack item forms; project template name; location and vendor extension; ticket bulk reply, bulk resolve and edit reply time worked; license renew date; client bulk ticket subject; credential share link), show names with apostrophes and quotes correctly in contact, asset, client, tag, ticket template and vendor template save messages, reword unclear or inconsistent messages and hints (ticket close, reply added, task approvals, bulk contact and asset messages, user and profile hints, VLAN, certificate and vendor PIN hints, with no vendor / location / network), singular and plural in bulk modal titles, US spelling in visible text, make the hidden attribute win over display utilities so the empty credential strength meter stays hidden, wrap pagination on narrow screens, and remove the unused credentialLink, projectLink and linkCounts helpers
2026-10-15 22:20:25 -04:00
johnnyq
3ec52974db
Calendar modernization: calendar page rebuilt to load only the dates on screen with show or hide toggles for each calendar and for built-in sources (scheduled tickets, project start and due dates, service reviews, recurring tickets, renewals, invoices due), a filter for one agent, quick looks on click, drag to reschedule tickets and events that do not repeat, and a To schedule panel for dragging open unscheduled tickets onto the calendar; events get a shared add/edit form with repeats every N days/weeks/months/years with an optional end date and single skipped occurrences, a client site, location or meeting link, agents, client contacts and guest emails as attendees, iCalendar invitations with updates and cancellations sent to invited attendees, an event quick look with map and join links, .ics download and resend; each agent gets a personal subscription link for their schedule (their own or the whole team, busy only option, respects role and client access, stops when the account is disabled) with setup help for Google, Outlook, Apple, Nextcloud and Thunderbird; shared calendar feeds and invites now publish timed events with TZID and VTIMEZONE so repeating events keep their time across DST, with INTERVAL, UNTIL and EXDATE support; managing calendars is limited to admins; ticket schedule logic moved into functions/ticket.php and shared with the calendar, the schedule dialog shows the assigned agent's day, and ticket visit calendar files are rebuilt without zapcal as one-hour published events; mail queue sends invitations and cancellations as a text/calendar part and other calendar files as invite.ics; dashboard schedule shows only events the agent is on or added, client overview Coming up and client sidebar count use upcoming events, sites and contacts get New event shortcuts, demo data uses repeating events and attendees; database update 2.8.8 adds event repeat interval, until, skip, sequence and created by, attendee user and invited at, user_calendar_feeds, and widens email_queue.email_cal_str to text
2026-10-15 19:17:17 -04:00
johnnyq
ade9d5aac3
Services modernization: new services list with Needs attention, Review due, High importance, No review set, Starred and Archived views, dependency chips, in-place importance, bulk importance/category/review schedule, mark reviewed, star, archive/restore/delete and CSV/PDF export; new service page with service facts, backup and recovery, who to call (vendor and client contact details), auto-saving notes and tabs for the assets it runs on, logins, domains and certificates, documents, tickets and history; compact quick look; shared add/edit form with importance, category suggestions, a review schedule and dependency pickers on add; review modal with checklist and history note; attention flags for expiring or expired domains and certificates, certificate check problems, infrastructure out of warranty or out of action, and archived records still linked; Report a problem opens a prefilled ticket linked to the service, plus a service_tickets table, ticket page services list and link/unlink from both sides; services, domains and certificates added to the generic link system, legacy service link actions routed through it with same-client checks; services shown on the asset, contact and vendor pages, the asset/domain/certificate/credential quick looks, the document Linked card, the client overview (card, attention items, upcoming reviews), the dashboard, calendar, global search, client PDF pack and nightly review notifications; archived services left out of nav counts and lookups; services read endpoint in the API; demo data review schedules; database update 2.8.7 (archive and review columns, wider category and backup, link table dedupe with primary keys, service_domains foreign keys, service_tickets)
2026-10-15 17:32:09 -04:00
johnnyq
bbb2456f0b
Projects modernization: projects list with Active/Mine/Overdue/Due soon/Stalled/Over budget/Ready to close/Completed/Archived/All views, ticket and task progress bars, time logged against budget with unbilled hours, due badges, manager changed in place, manager/client/created filters, bulk set manager, set due date, complete, reopen, archive, restore and delete, CSV/PDF export; project page with header actions, attention banners, tickets/tasks/time/due stat cards, Tickets/Tasks/Activity tabs, scope, details and team with hours; project quick look; New/Edit Project with client contact, start date, budget hours and template that can assign its tickets to the manager; Add tickets by picking or by number; add a project template's tickets to an existing project; template ticket subjects fill in [Client], [Project], [Month], [Quarter] and [Year]; project templates admin rework with ordered ticket templates, multi-add, duplicate, archive and restore; projects on the ticket page, client overview, dashboard, calendar, global search and client actions menu; New Ticket offers internal projects; tickets only join a project of their own client or an internal one; completing a project is checked on the server and completed projects can be reopened; deleting a project keeps its tickets; deleting a client deletes its projects; bulk ticket creation limits project choices to matching clients; project template reordering limited to admins; new manager notifications; new functions/project.php; removed project_link_closed_ticket.php; DB 2.8.6 adds project_start, project_budget_hours, project_contact_id and a ticket_project_id index, and cleans up orphaned projects, ticket project links and template links
2026-10-15 16:35:00 -04:00
johnnyq
64d938db7f
Tickets modernization: list redesign with Open/Mine/Unassigned/Needs reply/Waiting/Overdue/Scheduled/Closed/All views, whose-move indicator, SLA and due badges, in-row status/priority/agent pickers, collapsible filters and phone layout; kanban board redesign with drag-to-resolve/reopen rules and dark mode; new ticket quick look modal; New Ticket modal with asset/contact prefill and already-open warning; Edit Ticket modal rework; recurring tickets list rework with pause/resume, raise now, plain-language schedules, next-run preview and bulk actions, cron skips paused and raises missed runs once; shared ticket tables on asset/contact/location/vendor/project pages; Also open card on ticket detail; portal waiting-on-your-reply status; merge limited to same client; closed tickets no longer editable from modals or API; consistent access checks across ticket modals, post handlers and ajax endpoints; new functions/ticket.php helpers; removed recurring_ticket_model.php; DB 2.8.5 adds recurring_ticket_paused_at and cleans orphaned recurring ticket rows
2026-10-15 15:29:10 -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
57b8ced839
Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location
2026-10-14 22:06:41 -04:00
johnnyq
a33f98ffa5
Licenses: rebuilt the license list with Renewing soon, Expired, Over seats and No seats assigned tabs, a seat bar (used against bought, red when over) and colour-coded renewal on each row, license type and renewal filters, optional key, purchase and order reference columns, search by vendor, order reference and individual keys, and bulk Renew, Archive, Restore and Delete; new license page (license.php) with renewal and over-seats status in the header, License and Vendor cards (key, order ref, purchase date, vendor account number, phone, email, website, hours, SLA, all copyable), notes that save on blur, and tabs for Seats (each device and user with the key they were given), Keys, Credentials, Documents, Files and History from the audit log; new license quick look used everywhere a license is shown; New and Edit share one tabbed form (Details, License, Seats, Notes) with device and user pickers, a live seat counter, renewal shortcuts and a template picker that replaces the separate Create from Template modal; Renew modal for one license or a bulk selection that moves the renewal date by a term or to a set date, previews the new date for each license and records a new order reference; Manage Seats modal; individual keys pasted one per line and handed out to devices and users, which gives them a seat, with the key returned to the pool when they come off the license; Renewal Ticket opens New Ticket with the subject and details filled in; New Document and Upload from a license link the result to it; devices, users, credentials and files now link to licenses through the shared link modal, which shows the seats left on each license and offers every license type, not just Device; the asset and contact pages and quick looks list licenses with their seats, renewal and the key to install, and get New License; the client overview gets a Licenses over seats card under Needs attention, starred licenses under Favorites and renewals that open the license page; global search finds licenses by name, vendor, order reference or key; the vendor quick look lists that vendor's licenses; the dashboard card opens the Renewing tab; the export gains seats used, individual keys, vendor, order reference and client columns; admin license templates share the license type list and show type icons. Uses the existing software_keys, key assignment, software_credentials and software_files tables. Fixes editing a Subscription or Open Source license clearing its license type, archiving a license removing all of its seats (seats are now kept, matching the API), license forms and seat handlers accepting another client's assets, contacts or vendor, a 500 on duplicate seat links and on forms missing fields, and an extra query per row in the export; license deletes now respect the destructive deletes setting. No DB change
2026-10-14 21:31:30 -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
5d129bd4aa
Simplify Ticket to Invoice Line Description
2026-10-14 13:06:37 -04:00
johnnyq
ec205ca633
Agent picker for project managers and recurring tickets: pick the manager on the project page and projects list, and the agent on recurring tickets, inline like ticket assignees
2026-10-13 13:56:47 -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
ae28b9fc34
Rework ticket detail page: Details panel with click-to-change properties and status menu, plain-language reply types with who-sees-it line, slimmer header with billing in the menu, clearer modal titles and labels; fix billable wiped on edit by non-sales agents, email reply offered with no mail provider, timer JS error on resolved tickets, unshown due date
2026-10-10 12:50:59 -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
49106e2a80
UI fixes: confirm irreversible actions, keep reply drafts guarded, re-enable CSP on portal recurring invoices
...
- Add confirm-link to 14 one-click delete/disable links (asset, contact,
files, templates, logo, MFA, calendar event, disable user, cancel schedule)
- confirm_modal.js treats btn-danger / btn-outline-danger as destructive
- Replace per-editor window.onbeforeunload with one guard over all editors
- New js/autosubmit.js replaces inline onchange in the portal; CSP back on
recurring_invoices.php
- Fix blank user name in disable_user audit log
2026-10-08 16:47:12 -04:00
johnnyq
c3018b7584
Restore the ability to manually typc a value in select boxes with data-tags=true including add ticket watcher
2026-10-01 15:11:58 -04:00
johnnyq
98f8de68ae
When opening a ticket on the Agent Area automatically assign ticket to self but the option to Unusassigned remains
2026-09-03 17:10:15 -04:00
johnnyq
950d02d6ab
Fix: Six ajax modals had dead JS - DOMContentLoaded had already fired before their scripts were injected. New itflowReady() helper restores jQuery .ready() semantics. Fixes notification pagination, asset OS autocomplete, contact auth toggle, AI ticket summary, AI document template generation
2026-08-28 19:41:00 -04:00
johnnyq
bf04d6a757
Ticket default to Medium Priority unless specified, as this is just good practice
2026-08-27 13:04:19 -04:00
wrongecho
f94181c68f
Merge branch 'develop' of https://github.com/itflow-org/itflow into develop
2026-08-20 09:02:17 +01:00
wrongecho
3a64d53ca6
Bug: Fix not being able to open ticket for clients marked as a lead
2026-08-20 09:02:03 +01:00
johnnyq
1c5803dc12
Removed dead libs pdfmake dropzone and popper, fixed missing label for ids and migrated datatables to use bootstrap 5 libs instead of of 4
2026-08-14 17:50:17 -04:00
johnnyq
bbbfff7413
All Jquery removed replaced with stand JS and non jqery dependent libs
2026-08-14 17:28:06 -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
9324d0822e
Drop more dead client left joins big saver is the badge counts
2026-08-06 12:14:43 -04:00
johnnyq
ddd9c2b56a
clientScopeSql sweep whicn now removed the extra unessesary client joins
2026-08-06 11:45:56 -04:00
