27 Commits

Author SHA1 Message Date
johnnyq
6bb830ed3f Vendor templates stage 3: add a status page and support portal to vendors and vendor templates, linked from the vendor page, quick look, vendors list and its tickets and kept in step from the template, keep the account manager line and email on templates for new vendors only, add Export and Import of vendor templates with skip, add or replace for existing names and never account numbers or PINs, refresh the starter vendor templates with support sites, status pages, portals and what support asks for plus an Update for ones added before, carry the status page and portal in license template files, the API and exports, stop making a support site with a non-http scheme a link, and database 3.3.6 adds the new vendor and vendor template columns 2026-10-20 11:21:58 -04:00
johnnyq
cd03a7765d Vendor templates stage 2: keep client vendors in step with the template they were made from - saving a template updates the fields its vendors still shared, the template window gets the vendor window's tabs, a template page shows each client vendor as in step or the fields it differs in with Bring in line, Link and Unlink, lists hand-made vendors that look like it to link, and sets who should have it (no one, every client or clients with chosen tags) with coverage and Add to clients for those missing; the list gains Required and Out of step tabs, a client vendor shows its differences with Update from template, a client's Vendors list and overview show vendors missing, Add to clients no longer skips a client whose vendor from the template was archived, and database 3.3.5 adds vendor_template_required, vendor_template_required_tags and a vendor_template_id key on vendors 2026-10-20 11:20:45 -04:00
johnnyq
b5dc8883f1 Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated 2026-10-17 13:59:13 -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
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
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
806732c8f5 Display Phone number Country Codes 2026-08-26 14:19:32 -04:00
johnnyq
96f2c697c6 use intl js lib across all phone number fields 2026-08-26 13:53:27 -04:00
johnnyq
fdc2a8c2c3 Switch some bg-primary to bg-blue so they are consistent across themes, use new bs5 to reduce width on certain form inputs 2026-08-25 17:44:18 -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
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
b853c24c96 Remove a few more unused vendor contact modals and update the escaping in rename modal vendor_details.php to vendor.php 2026-07-23 13:26:06 -04:00
johnnyq
2c09ce097c More Client Enforcement in modals across the app 2026-07-16 13:10:02 -04:00
johnnyq
bcb244c245 Update skipped function renames in anything named vendor 2026-07-14 19:09:32 -04:00
johnnyq
5b49908438 Vendors: Add missing CSRF, need to update the permissions as a vendor can be client or global and permissions need to be set based off if the referal url has client_id or not 2026-03-02 17:20:00 -05:00
johnnyq
10c37946b1 UI: Update icoms for description inputs 2026-02-28 19:14:00 -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
e1a579387f Convert all Import / Export Modals to Ajax and a few other lingering modals that were not converted yet 2025-12-02 15:04:05 -05:00
johnnyq
c12bfb157e Migrate Add Ticket, Recurring Ticket, Project and Vendor to the new ajax-modal 2025-11-02 22:54:48 -05:00
johnnyq
7f6c0346af Add https:// prefix to vendor website field in vendor details modal 2025-10-25 13:09:25 -04:00
johnnyq
edabc5c33f rename /user/ to /agent/ and update links to use agent/ instead 2025-09-23 18:04:23 -04:00