139 Commits

Author	SHA1	Message	Date
johnnyq	980f394ee2	Send mail again on installs first set up with Microsoft 365 or Google OAuth on 26.11: cast the SMTP host to a string at both sendQueueEmail call sites, since it is NULL until a host is saved and the typed argument threw a TypeError that ended the mail queue run before anything was sent; catch any Throwable around each send so one failing email is marked failed and the rest still go out, where only PHPMailer's own Exception was caught and an Error left the email as Sending; add the changelog entries. Fix reported by toto707 on the forum	2026-11-10 16:25:07 -05:00
johnnyq	2a36534583	Add demo mode for a public demo like demo.itflow.org - $config_demo_mode = true; in config.php puts one-click sign-in buttons for Admin, Technician, Accountant and a client portal contact on the sign-in page and a demo notice on every page, and the new Demo Reset cron job rebuilds the demo nightly at 2:00 AM from db.sql with all starter content, the demo clients and the demo accounts, empties uploads except the logo and signs everyone out, keeping the company details, timezone and cron schedules; visitors can try everything except users and roles, their own sign-in details, mail, payment, AI and texting settings, API keys, backups, updates, cron, log forwarding, company, module and portal settings, custom links, starter content and share links, Debug is closed, guest links open only for someone signed in, queued email is cancelled with the reason, no sign-in alert emails are sent, certificate checks reach only public addresses on port 443, and the domain and certificate refreshers are left out; new functions/demo.php and cron/demo_reset.php, no database change, changelog, CONTRIBUTING and README updated	2026-11-06 17:46:40 -05:00
johnnyq	79e616614a	Set up a hosted instance and connect it in one command - Add Instance takes the address it will have, and the instance page gives a ready setup_cli command with the connection code and the client's company name, address, phone, website, tax ID, currency and primary contact as the first admin; setup_cli gains --manager-code and --manager-required (connects after setup, writes the managed line to config.php, exits 3 if it set up but could not connect), --ask-missing, --generate-password, --json and ITFLOW_SETUP_ environment variables for any option, and shows the cron job as a crontab line and for a hosting panel with the full PHP path; Managed Instances shows a connected instance whose cron has never run as Waiting for its cron job with the command to add, and the Managed Instances job says so in its notification; new managedSetupCommand(), the cron command in the instance report and the waiting state in managedInstanceHealth(), changelog updated	2026-11-06 14:29:27 -05:00
johnnyq	b391e2ce6c	Add Skyetel text messaging with two-way ticket texting, text to ticket for contacts, Text reply on tickets, a Texts inbox for unmatched numbers, verification codes and spam (codes masked, limited to credential access, every reveal audited, wiped after a day), STOP/START/HELP handling, a text log with retry and cancel in Maintenance > Text Messages, the Text Messages cron job, and texts to clients about their tickets, visits, visit reminders and invoices with per-contact opt-in from the contact, by text or in the client portal, quiet hours, and new settings in Tickets and Notifications (database 3.6.0 and 3.6.1)	2026-11-06 00:08:10 -05:00
johnnyq	87cdf79b28	Make managed mode off by default and turned on per side in config.php - $config_enable_managed_instances = true; adds Admin > Managed Instances, the api/managed endpoints and the Managed Instances cron job, and $config_enable_managed_by = true; (or $config_manager_required = true;) adds Admin > Managed By, the Manager Check-in cron job and support sign-in; with a side off its menu entry, pages, modal, post handler and cron job are gone, the manager endpoints answer 503 so instances keep their connection and retry, a connected instance stops checking in and its locks, read-only and suspended lift while its connection is kept, any open support session is ended, and the support user still takes no seat; new managerEnabled(), managedEnabled() and managedConnected(), the cron registry and health check leave out the jobs of a side that is off, changelog updated	2026-11-05 20:17:42 -05:00
johnnyq	3b5c11c552	Add managed mode, so one ITFlow can manage others - Admin > Managed Instances adds an instance and gives a one-time connection code (a week) that the other ITFlow pastes into the new Admin > Managed By, after which it checks in every minute from the new Manager Check-in cron job with a health report (versions, update waiting and whether it has security fixes, cron, last backup, errors today, agents against the seat limit, clients, storage) and takes back what the manager sets; the manager lists each instance's version, health, seats and last check-in with a page per instance showing what needs a look, its requests and everything it reported, can update it by hand or automatically after a set number of days (security releases straight away, not retried for six hours after a failure), set its seat limit and white-label key (locked on the instance while set), make it read-only (look, export and download only, across agents, portal, guest links and the API) or suspended (a notice with the manager's message and contact, 503 for the API) with other cron jobs paused until it is active again, sign in to it as support through a signed one-time two-minute link into a two-hour session that takes no seat, can't open the vault and can't set passwords or make API keys, and remove it, while the new Managed Instances job notifies when one stops checking in and closes requests never answered; instances only call the manager, can disconnect unless config.php sets $config_manager_required, and the Update page and queue_update defer to the manager; database 3.5.8 adds managed_instances, managed_instance_commands, settings.config_manager_keys and settings.config_managed, the logic is in the new functions/managed.php with api/managed/enroll.php, api/managed/checkin.php, login_support.php and includes/managed_blocked.php, cronJobClaim() takes a paused reason that leaves a due job due, getAgentUserLimit() and getActiveAgentUserCount() honour the manager's limit and leave out the support user, the vault helpers read a missing session key as empty, the audit log knows the new types and actions, and the email parser no longer logs an App Logs error every minute while parsing is switched off; changelog updated	2026-11-05 15:22:41 -05:00
johnnyq	d7bc1bccf7	Make Maintenance > Update easier to follow - it opens with where the install stands (up to date, an update available, updating, the database still to finish, checking) and the one button for it, Update ITFlow in place of Queue Update, with what's new below it (the release notes between this install and the latest, read from the changelog by the update check, developer notes and commits folded away), what to do first including the ITFlow files changed on this install that updating would put back, the update shown running with the page refreshing itself and then when it finished or what stopped it, and this install's version, branch, database, commit, last check, last update, cron and the command to update from a shell alongside; database 3.5.7 adds settings.config_update_details, written by cron/update_check.php through the new updateCheckDetails(), updateChangelogSections() and updateChangelogHtml() render the release notes escaped, cron/app_update.php asks for a fresh check after an update, changelog updated	2026-11-05 14:25:19 -05:00
johnnyq	cf2c9c2d9b	Let clients pay the card fee - turn on Clients pay the card fee on Stripe in Admin > Payment Providers with Stripe's percent and fixed rate, and each card payment in the client portal, through an invoice's link, by autopay or from Charge Saved Card is grossed up so Stripe's fee comes out of it, with one fee per payment shared over its invoices; the fee is shown before paying (Pay invoices, checkout, the guest pay page, invoice pages, autopay and the Charge Saved Card window) and goes on each invoice as a Card Fee line with no tax when the payment is booked, carried in the PaymentIntent's itflow_fees metadata and checked against the amount received to the cent; a client can be let off it with No card fee on their Billing tab, refunding a card payment takes its Card Fee line back off, autopay and Charge Saved Card now compare cents instead of whole dollars, database 3.5.6 adds the provider and client columns, changelog updated	2026-11-05 12:47:06 -05:00
johnnyq	e472c95a11	Record Stripe fees every 15 minutes instead of once a night - a new Payment Provider Fees cron job runs the fee recorder that Nightly Tasks used to, Nightly Tasks no longer does, the recorder holds a lock so the job and Record fees now can't both record the same fee, and the payment provider screens no longer say fees are recorded each night	2026-11-04 14:38:32 -05:00
Wrongecho	16ee56c044	Add cron notification for expiring api keys	2026-11-03 14:42:26 +00:00
johnnyq	568a907ff9	Add agent invites: New User now emails an invite by default so the agent chooses their own password on the new join.php page, and Set a password now stays as the other option with the email that contained the password removed; database 3.5.1 adds user_invites with only a hash of the link's token kept and the vault master key locked under that token until it is accepted, cancelled or runs out; new functions/user_invite.php; adds the Invited view to Users with Send again, Get the link (shown once, also used when mail is not set up) and Cancel invite; waiting invites count toward the agent user limit and a role with waiting invites cannot be archived; the Get started team step invites when mail is set up; the quick look shows whose invite an agent joined from; replaces the new account email preview with the invite email; the nightly job clears invites cancelled or run out more than 90 days ago; adds userAvatarStore(); updates the changelog	2026-10-28 01:16:49 -04:00
johnnyq	9ba21cf352	Assets: add NAS, UPS, PDU, Modem/ONT and NVR/DVR types from a new registry in functions/asset_type.php that sets each type's icon, tone, group, fields and details; the asset form shows only the fields a type uses (fields that already hold a value stay shown) and adds a Details section per type (CPU/RAM/storage, VM host/vCPUs, switch ports/SFP/PoE/management, NAS drives/capacity/RAID, UPS capacity/output/runtime/outlets/battery dates, PDU kind/outlets/input, modem circuit ID/ISP account, printer, phone, mobile, display, camera and NVR details) stored in a new asset_specs table (database 3.4.9); new or changed port and SFP counts add the missing interfaces, continuing the asset's numbering, skipping Wi-Fi, VLAN and management ports and never deleting any; the asset page and quick look show the details, a server or NAS lists the VMs that run on it, and Assigned and Warranty show only on types that use them; the list gets Servers & NAS and Power tabs, an optional Details column, a UPS battery badge, an Assigned picker only on assigned types, and New buttons named for what they add; nightly UPS Battery Due notifications at 45, 7 and 1 days as a Support notification; copy leaves out per-unit details, Transfer to Client carries details and interface types, export adds per-detail columns, import reads detail columns after the standard twelve (VM hosts by name, resolved after every row is in) and reports values it could not keep, and the API reads and writes asset_specs; racks, client portal, client export, overview, document templates and AI lists group the new types; fix asset import carrying physical location and notes into the next row, saving 0000-00-00 for a missing purchase date and warning on an unknown contact or location, save API and import types in the list's spelling, and keep interface types on transfer; changelog updated	2026-10-27 15:59:03 -04:00
johnnyq	0e272910fb	Client portal: invite people by email from a client's Contacts (Invites tab with send again, cancel, search and sorting) or by the primary contact in the portal, several at once with optional names and roles, each joining from the emailed link with their own name, title, phone and password or Microsoft 365 and becoming a contact then, an existing contact with that address being given access instead; self sign-up from Create an account on the sign-in page for addresses at a client's Domains when it is on in Admin > Settings > Client portal and for that client, verified by an emailed link and joining as a plain contact with agents and the primary contact told; the same answer whatever address is entered, per address and per IP limits and a hidden field for bots; nightly clean-up of unused links; six new email previews; new functions/portal_invite.php, client/invite.php, client/join.php and client/signup.php, replacing the unused contact_invite modal; DB 3.4.6 adds portal_invites, client_portal_signup and config_client_portal_signup	2026-10-25 01:07:53 -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	0da515fff5	Contracts stage 1: new Contracts list and page under Billing and the client menu with type, term, start and end, auto renew, notice days, support hours, rates, net terms and an SLA per priority from Admin > SLAs (empty uses the client's own), stat tiles, Active, Due soon, Drafts, Ended and All tabs, search, type and client filters and sorting; New, Copy and Edit from a template with an owner and contact, Make active, Renew and Cancel; nightly renewal or ending and an owner reminder a month before the notice date; client overview attention items and the contract in the Financial row; Contract Templates rebuilt with Template, Cover and Terms tabs, copy, archive and restore; new functions/contract.php; fixes deleting a client that has a contract, a new template's after-hours rate not saving, rates cut to whole amounts, Net 30 saved as 0 and Edit blanking the rates; DB 3.4.2 turns the old response and resolution hours into SLAs and renewal frequency into term and auto renew, and normalises type, status and net terms	2026-10-25 01:05:09 -04:00
johnnyq	be374e9c2b	Rebuild Admin > Ticket Statuses: list on the standard pattern with In use and Switched off tabs, search, sortable headers, ticket counts linking to the tickets, SLA clock and client-reply columns and drag ordering for the pickers and board; one New/Edit window with badge preview, colour swatches and a description shown on hover across the app; per-status choice of whether a client reply by email or portal moves the ticket back to Open or leaves it; switch off and delete move a status's tickets to a chosen status with ticket history and SLA sync, and clear canned responses that set it; built-in statuses keep their names, stay on and have fixed SLA and reply behaviour enforced server-side; badges use readable text colour; the tickets filter keeps a switched-off status; database 3.4.0 adds ticket_status_description and ticket_status_client_reply; new functions/ticket_status.php	2026-10-24 15:14:10 -04:00
johnnyq	96076d295e	Ticket emails carry the conversation: the new message first, then earlier public replies newest first and the request, as short plain-text excerpts without pictures, cut when long, with the rest counted after four, never internal notes, archived replies or the portal's resolve, reopen and close lines; resolved, closed, work booked, watcher added, assigned to you, client replied and the SLA alerts all carry it, so resolving with the Resolve button or on the board no longer sends an empty Resolved email; the inbox preview line is the start of the message or what happened instead of the number and subject; the new ticket email to a client's colleagues shows what was asked for portal and agent tickets but never an emailed ticket's words, and the emailed-ticket confirmation still doesn't repeat them; the email parser cuts a plain-text reply at the reply line too; adds emailPlainText, ticketEmailHistory, ticketEmailExcerpt and ticketEmailPreview and a history block in emailHtml; changelog	2026-10-24 13:27:48 -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	8d3fbcb2ab	Payment Providers stage 3: the providers list shows card payments in the last 30 days with their total and the last payment date, and fees recorded in 30 days with a count of payments whose fee is still to record, flagged once more than two days old; adds Check connection, which reports the Stripe account the saved key belongs to or why it is not connected, and Record fees now, which runs the nightly fee reconciliation on demand through the same shared function the nightly job now uses; Settings > Invoices and billing shows how card payments stand under Paid online, and the Settings overview flags test keys, card payments going into an archived account, and Stripe fees not being recorded, with the Invoices and billing tile showing whether cards are on; overview warnings keep their button beside the text where there is room	2026-10-20 16:17:32 -04:00
johnnyq	0618ecfdd0	Mail queue stage 2: keep why each email failed or who cancelled it in the new email_queue.email_error column (database 3.3.7), written by the worker on every failure path and cleared on send or retry, show and search it on the list, include it in failure alerts and alert when the last retry gives up, and rebuild the email view with its status, reason, recipients, tries, times, attachments, calendar file, Retry now, Cancel and Delete, showing the message in a sandboxed frame	2026-10-20 11:34:57 -04:00
johnnyq	7e2971b610	Mail queue stage 1: rebuild the mail queue list with Waiting, Sending, Retrying, Failed, Sent and Cancelled tabs and counts, a status line per email, a banner when sending is off, cron is off or not running, the job is disabled or mail is waiting too long, and Retry now, Cancel and Delete per email and in bulk applied only where possible, add a Cancelled status, record the failure time for bad addresses, share the retry limits between the page and the worker, and fix the theme favicon reset failing on its audit entry	2026-10-20 11:34:23 -04:00
johnnyq	dfc708145d	Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log	2026-10-19 12:34:53 -04:00
johnnyq	a5a43e37ac	Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing	2026-10-19 00:56:52 -04:00
johnnyq	ea23a2bad5	Audit logs stage 1: Admin > Audit Logs rebuilt on the standard list with search, sortable columns and paging, filters for date, who (agent, portal contact or ITFlow itself), client, type and action, and counted views for Changes, Deletions, Sign-ins, Security and Data out; each entry shows who with their avatar, the client, the type and action as a coloured label, the description without the name in front, the IP and device in words, and links to its record while it exists or says No longer here; a quick look with the full entry, the raw user agent, everything from that IP, the record's other entries and what the same person did 15 minutes either side; CSV/PDF export with the page's filters, view and picked columns, itself audited; new functions/audit_log.php, admin/modals/audit_log/audit_log.php and audit_log_export.php, admin/post/audit_log.php and audit_logs export columns; agent/files.php takes ?open= for a file's quick look; database 3.3.1 adds log_client_id and log_entity_id keys on logs, gives each action one name (Unarchive/Restored to Restore, Deleted, Merged, Closed, Reopened, Resolved and Sent to Delete, Merge, Close, Reopen, Resolve and Send, Client Access to Denied, saved card and payment provider Updates to Create or Delete, contract template Update to Edit, type client to Client) and repoints entries at the right record (reply edits and redactions to the ticket, API document edits to the document, reimbursements to the recording expense, API client restores to the client), guarded so it can run again; logAudit call sites in agent, admin, api, client, cron and functions use the same names and record ids	2026-10-18 22:36:25 -04:00
johnnyq	9457442804	Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated	2026-10-17 23:26:25 -04:00
johnnyq	0a4aabbf9a	Emails stage 2: agent and staff emails in the shared email layout with an Open in ITFlow button - assigned to you (assignee pick, Bulk Action, New Ticket and Edit, several at once as one list, recurring tickets the same way, nothing when assigning yourself), new ticket to the new-ticket address (portal, email or scheduled, with what they wrote), client replied to the assigned agent (portal or email, with the reply), SLA at risk and missed to the SLA alert address and the assigned agent, scheduled work and its cancellation to the agent, contact and watchers with the calendar file, a new agent's sign in details, account changes, new device and failed MFA sign in alerts, a login sent back through a shared link, the Admin > Mail test email and the portal's saved card confirmation; nothing is queued when outgoing mail is not set up; fixes backslashes before apostrophes in the parser's new ticket and reply emails, emails skipped when no SMTP host was set for Microsoft 365 or Google mail, and the saved card email's wording; adds emailSettings(), emailReady() and cal_str to functions/email.php, the ticket agent email functions, userMailNewAccount() and userMailSignInAlert(), a new sendSlaAlert() signature, removes userQueueMail() and updates the changelog	2026-10-17 22:47:52 -04:00
johnnyq	5f88ce4f8a	Emails stage 1: one email layout for everything ITFlow sends in new functions/email.php, with emailHtml carrying the billing look plus the reply line kept first, inbox preview text, a quoted message block made safe through documentHtmlPurify with images pointed at the install, a callout and a contact line, emailFrom reading the sender from the settings as saved, and emailQueue escaping raw values for the mail queue with a greeting and footnote per recipient, billingEmailHtml now a wrapper so billing emails are unchanged; ticket emails to clients rebuilt on it through ticketEmailContent and ticketMailSend, replacing ticketMailContactAndWatchers, ticketMailCompany and getTicketSlaEmailNotice, covering a ticket opened by an agent, on a schedule or from an email, replies, resolved with when it closes and a reopen button, closed with a feedback button, watcher added, the reply to a closed ticket, public replies through the API, bulk reply and bulk resolve, and task approval requests, each saying why the recipient gets it instead of the collaborator block, new tickets showing the SLA response time and asking Urgent and High tickets to phone, subjects unchanged so threading and parsing keep working; tickets auto-closed by the nightly run now send the closed email when client notifications are on; fixes scheduled tickets never emailing the contact or the new-ticket address because recurringTicketRaise did not load those settings, and a backslash before apostrophes in the subject and sender name of the emailed-ticket reply; changelog updated	2026-10-17 22:19:44 -04:00
johnnyq	e29369926f	Client portal stage 4: accounts - Your account rebuilt with details and an ask-us link, phone numbers, ticket email choices, password change needing the current password and 8 characters with an email notice, two-step sign-in with an authenticator app set up from a QR code, remembered browsers with Forget them, phone PIN and recent sign-ins with the device; activity rebuilt with signing-in and changes tabs and paging; sign-in asks portal users with two-step sign-in for a code, remembers the browser on request and locks an account after five wrong codes in ten minutes, matching portal users by contact_user_id; Admin > Client Portal can require two-step sign-in, sending anyone without it to set it up first, and agents can turn it off for a contact from the contact page; password links stored as SHA-256 and running out after an hour for Forgot password and a week for invites, the nightly run clearing only run-out links, Forgot password limited to one email per account every five minutes and ten requests per address in ten minutes, the reset page rebuilt with the password typed twice and a confirmation email, fixing the empty-token check that let anyone trigger the reset email; contacts choose every ticket email or replies and fixes only, and primary and technical contacts can hear about new tickets at their company or every update, honoured by agent, portal, email parser and recurring ticket emails; announcements for every client or one with tone and start and end dates on the portal home page, managed in Admin > Client Portal; View as contact opens the portal read only as a contact from the agent contact page, audited, with billing shown only when the agent's role reads sales and financial, nothing written or paid while viewing; agent contact page shows two-step status, last sign-in and ticket email choices; database 3.1.0 adds portal_announcements, contact ticket email columns and config_client_portal_require_mfa and hashes outstanding links; new functions/portal.php; changelog updated	2026-10-17 12:05:55 -04:00
johnnyq	e84e3e7e49	Client portal stage 2: billing in the portal - invoices and quotes open in the portal with PDF download and print, Pay invoices pays several invoices as one Stripe card payment with a saved card or a new card on a checkout page (one payment per invoice under a shared reference, booked once under a lock, one receipt and one paid notification), quotes accepted or declined with the contact's name and a note plus signed copy or PO upload, payments list with printable receipts, statement with aging and the shared statement PDF, recurring invoice page with autopay, Cards and autopay on one page, quotes waiting and past-due invoices on home, Ask us links prefill a ticket subject; shared billingQuoteAnswer and billingQuoteAddFiles used by the guest links too, new functions/billing_pay.php, Stripe-aware CSP for card pages with js/portal_stripe.js, nightly Stripe fee reconciled once per payment reference, Stripe refund limited to the payment's own amount, old add_payment_by_provider removed	2026-10-17 02:12:05 -04:00
johnnyq	94413424e4	Expenses stage 2: recurring expenses on a real schedule - monthly, quarterly or yearly on the day of the month they started on with the 31st falling back to a shorter month's last day, an optional end date for leases and financing after which they stop by themselves, the nightly run recording each one due today or missed by up to 7 nights dated the day it was due and telling the team about each with a link to it, one notice the day one falls too far behind in place of the nightly nag, Record Now dated today when early or the due date when late and safe to press twice, Move On to skip missed runs, Pause and Resume, a rebuilt list with cost a month, the next 30 days, running and need a look along the top, Active, Next 7 days, Late, Paused, Ended and All pills and vendor, category and client filters, a quick look with the schedule in words, the next dates, this year's total and the expenses it recorded, one New and Edit form that says the schedule as it is set and fills in from the vendor's last expense, recorded expenses carrying the payment method and reference and linked back with a filter and icon on the expenses list and a Recorded by line in their quick look, the dashboard figure, cash flow forecast and expense, recurring revenue and spend by vendor reports counting quarterly ones and end dates, the vendor page opening the quick look, demo data standing costs on their own days with insurance quarterly and linked to their history, fixes for edits moving the next date, new monthly ones starting in the picked month, recorded expenses losing the payment method, no way to pause and the list's date filter using the creation date, delete now needing full financial access, database 3.0.0 with frequency as month, quarter or year, anchor day and end date, the old day and month columns dropped and expense_recurring_expense_id backfilled, CHANGELOG updated	2026-10-16 18:02:00 -04:00
johnnyq	87c441b3b9	Billing stage 5: payment reminders on a schedule set in Invoice Settings (days before, on and after the due date, then every N days until paid, with a client opt-out on the Billing tab and no reminder for autopay invoices until late), Send Reminder and next-reminder status on the invoice page, a message and PDF attachment in the invoice, quote and statement Send windows, a statement PDF with aging and an optional monthly statement run, a new look for invoice, quote, reminder, receipt, statement and team notice emails sent to primary and billing contacts, late fee added as a proper invoice line, fixes for the quote answered notice link and batch payment receipts, database 2.9.8 and changelog	2026-10-16 17:12:10 -04:00
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	c51323b88e	Rebuild guest sharing as Shared Links (functions/share.php, DB 2.9.0) with one Share window for credentials, documents and files plus secure notes and login requests that clients answer through an encrypted form and agents save to credentials, choices for expiry, view limit, a passphrase or a code emailed to the recipient with lockout after five wrong tries, optional 2FA codes, notify on open, email or copy or QR, the link secret kept after the # and only its hash stored, login, note and request payloads sealed with AES-256-GCM under a key derived from the secret and request keys held under the vault, a rebuilt guest page (guest/share.php, js/guest_share.js, guest/share_ajax.php) with click to reveal so link scanners cannot use up one-time links, copy buttons, rotating 2FA codes limited to the browser that opened it and a destroy button, POST-only file downloads confined to the client folder, a Shared Links page per client and under All Client Docs with open, sent back and ended filters, a quick look with access history by address and browser, turn off one, ticked or every open link for a client, secrets wiped when links end and ended links kept for 90 days, sharing policy under Admin Settings Security, old links still working until they expire, removal of share_modal.php, share_modal.js, credential_share.php, share_generate_link, get_share_totp_token and deactivate_shared_item, and an updated 26.11 changelog	2026-10-16 01:33:36 -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	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	e4c8130ebe	Certificates: Check now connects to the host and saves what it serves - issuer, issued and expiry dates, names covered, SHA-256 fingerprint and the PEM - with the result (OK, name mismatch, untrusted, expired or unreachable) and when it ran, and a check that reaches nothing keeps the certificate on file; New/Edit form split into tabs (Certificate, Paste or by hand, Notes) with a Check button that shows what the host serves before saving, the host tidied from a pasted web address, the name defaulting to the host, the domain picked from the host and limited to the client's own, and a PEM paste or issuer and expiry by hand for hosts ITFlow can't reach; new certificate quick look with the check result and what to do about it, names covered, fingerprint copy, PEM copy and .crt download, domain, services, notes and history; certificates list rebuilt with All/Starred/Expiring soon/Expired/Problems/Not checked pills, host and names covered, domain link, issuer filter, last check column, whitelisted sort, ?open= and bulk check/star/archive/restore/delete; short-lived (ACME) certificates only count as expiring soon inside 20 days and skip the 45-day alert; domain and service quick looks link certificates to their quick look (with New certificate from a domain), global search finds certificates by name, host, names covered or fingerprint, client overview gets a Certificate problems box and renewals open the certificate, dashboard links to Expiring soon, client portal shows expiry badges, export adds last check, names covered, fingerprint and more, documentation PDF adds host and last check; certificate refresher now checks hosts daily in a time-boxed batch, writes history and notifies when an OK certificate turns bad; nightly alerts skip archived certificates and open the certificate; API create uses the same form rules and checks the host; demo data adds firewall, remote access and RADIUS certificates with real check results. Fixes the delete audit log using an undefined name, the archive flash type, certificates linking to another client's domain, services linking to another client's certificates, PEM parsing assuming an issuer organisation, and the API create using an undefined variable. DB 2.8.4	2026-10-15 01:07:32 -04:00
johnnyq	75df17698b	Domains makeover: rebuilt domains list with expiry pills (red expired, amber close, blue close but auto-renewing), registrar and hosts shown once per vendor with their roles, SPF/DMARC/DKIM email pills, filters for Starred, Expiring in 45 days, Expired, No auto-renew and Email gaps with counts, registrar-or-host and tag filters, search across notes, hosts and tag names, safe column sorting, open straight to a domain with ?open=ID; new domain quick look with expiry, auto-renew, registration date and status, who registers it and hosts DNS, website and email, A/NS/MX records to copy, plain-language email checks (SPF strictness and duplicates, DMARC policy, DKIM at common selectors), certificates, services, the registrar and host logins, notes, TXT records, raw WHOIS and history; tabbed add/edit form that tidies pasted addresses to the domain, checks the name as it is typed (saved as, subdomain, already on the client), auto-renew switch, star, tags, client and our own vendors as registrar and hosts, Registrar does it all; add several domains at once from a pasted list; bulk look up now, set registrar or host, tags, star and unstar; domain tags (tag type 7) with a starter pack; refresher looks up a batch of up to 50 a run, never-checked, stale and soon-to-expire first; expiry alerts skip archived domains and clients, mention auto-renew and open the domain; vendor Domains tab opens the quick look and adds a domain with that vendor as registrar, our vendors get a Client domains tab; service quick look, overview renewals and search open the domain; client portal shows days to expiry and auto-renew; more export columns and filters; demo data with auto-renew, varied DMARC and DKIM, WHOIS lines and campaign domains near expiry. Fixes lookups, edits, the refresher and API updates wiping expiry dates and records when a lookup came back empty, edits logged without a client and dropping a past expiry date, every edit running slow lookups, expiry alerts for archived domains, deleted domains left on services and certificates, bulk archive needing delete rights and list actions limited to admins, registrar and host pickers accepting another client's vendors and dropping our own on save, services linking other clients' domains, a new client's website domain not added when its expiry could not be found, the WHOIS summary cut at 254 characters, and API names, vendors and duplicates not checked. Adds functions/domain.php helpers, domain quick look and shared form, domain_check lookup; removes domain_model.php. DB 2.8.3	2026-10-15 00:09:09 -04:00
Wrongecho	c4843095b2	Potential fix for Stripe charges being off by a cent	2026-09-22 16:01:46 +00:00
Wrongecho	a41e738a9b	Add ability for recurring invoices to be generated as draft to allow review and amendment prior to sending	2026-09-14 13:22:59 +00:00
johnnyq	3acb1ad754	Fix ticket creation emails always saying Open, API tickets staying New when assigned, and the bulk assignee list filter	2026-09-03 17:18:32 -04:00
johnnyq	ac175e7dc0	Add SLA response target to ticket created emails, with a call-in note on High and Urgent	2026-08-27 15:03:31 -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
johnnyq	069f587c1d	Implemented Check for updates which removs the last shell exec from web ui, and reimplemented db_update switch to update_cli.php	2026-08-26 23:38:23 -04:00
wrongecho	baf1164f08	Notify when mail parser skips an autogenerated ticket	2026-08-20 09:30:43 +01:00
johnnyq	6af0634f47	Ticket SLA: Fix on hold to pause only after first reply, show resolved closed and onhold as fixed on paused sla in the list	2026-08-15 19:55:40 -04:00
johnnyq	4c4c172f59	Feature: queued Updates which now eliminates the need for shell_exec from the webui, but if enabled you can still update from the webui the old way too	2026-08-15 16:41:42 -04:00
johnnyq	076f45abb0	Remove Stale SMTP IMAP host if switching Standard SMTP.IMAP to OAUTH	2026-08-09 23:59:54 -04:00