12 Commits

Author	SHA1	Message	Date
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	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	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	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	cd7ebc0a5f	Security: enforce per-user client restrictions on client, financial and bulk handlers and per-client reports ... Agents restricted from a client could still edit, archive, restore or delete it, run bulk actions on it (edits, tags, archive, email, tickets) and add credits. Every selected client is now checked before anything is written. Expense, trip and recurring expense edits now check the client the record already belongs to, not just the submitted one. Recurring expense delete, revenue edit/delete and task approval handlers gained the same check. Per-client reports and the dashboard payment/ticket lists now hide clients the agent is denied. Company-wide totals are unchanged.	2026-10-08 16:17:46 -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	b3f959ac55	Use Short echo tags across the code	2026-07-28 18:47:52 -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	203b161e82	Add Billing Time Increment Option in Client Ticket Time Detail Report, this option will later be available globally	2026-03-04 18:33:08 -05:00
johnnyq	ad16e92763	Use true Decimal minute reporting in Client Time Audit Detail Report	2026-03-02 18:06:54 -05:00
johnnyq	1bee085b33	Add Report for Client Detail Time Auditing	2026-02-13 13:35:02 -05:00