10 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
422088fb60 Invoices, quotes and recurring invoices makeover stage 2: per user, per device and per license recurring lines that take their quantity from the client's contacts (all or tagged), devices (ticked types or tagged, lost/stolen/retired left out) or a license's seats (in use or bought), counted again for every invoice with an optional contract minimum, set from a Counted choice on the add row or the full Quantity from section in Edit Line with a live count, marked on each line and listed in a new Seats card with Update now when the client has changed, quarterly frequency alongside monthly and yearly counted as a third in MRR on the dashboard, client pages, client portal and reports, period words {month} {quarter} {year} {period} filled into scope, notes and lines, schedule card showing the period the next invoice covers, recurring_invoice_anchor_day so month-end schedules return to the 31st after a short month, nightly run and Invoice Now consolidated into recurringInvoiceGenerate() which claims the run so it is billed once, refreshes seat counts and takes taxes at current rates, nightly run now bills runs missed by up to 7 days, Invoice Now bills the next run early and moves the schedule on from that run instead of restarting from today, recurring email goes to non-archived primary and billing contacts once per address and stays a draft when outgoing mail is not set up. Fixes portal recurring card ignoring yearly-only clients and counting archived ones, edit recurring invoice resetting the billing day. Adds DB 2.9.1, recurring_invoice_sync and recurring_seat_count handlers, itflowBillingSeatForm(), and updates the 26.11 changelog 2026-10-16 13:09:59 -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
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
edabc5c33f rename /user/ to /agent/ and update links to use agent/ instead 2025-09-23 18:04:23 -04:00