johnnyq
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b5dc8883f1
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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
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2026-10-17 13:59:13 -04:00 |
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johnnyq
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9e55d52432
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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
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2026-10-14 22:49:05 -04:00 |
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johnnyq
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dc6b191eed
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Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask
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2026-08-14 17:08:40 -04:00 |
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johnnyq
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a084e37c39
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Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
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2026-08-14 13:22:11 -04:00 |
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johnnyq
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3c8f812a16
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Feature: On all export modals added Filter Tab and Selectable Columns tab with default selected, also you can now export to a PDF
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2026-07-30 00:46:15 -04:00 |
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johnnyq
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5b49908438
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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
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2026-03-02 17:20:00 -05:00 |
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johnnyq
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e1a579387f
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Convert all Import / Export Modals to Ajax and a few other lingering modals that were not converted yet
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2025-12-02 15:04:05 -05:00 |
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johnnyq
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edabc5c33f
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rename /user/ to /agent/ and update links to use agent/ instead
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2025-09-23 18:04:23 -04:00 |
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