26 Commits

Author SHA1 Message Date
johnnyq
01fbcda75d Security sweep 2: API archive, unarchive, resolve and close now check the client named in the call the same as create, update and delete do (every call except read.php and time.php counts as a write); API asset, contact, network and document create/update keep linked contacts, locations, vendors, networks and folders within the record's own client; linking a contact to an asset refuses another client's contact, and unlinking only clears the contact it was linked to; agents limited to certain clients no longer see other clients' names in the asset import template file name, export filter summaries, or the messages from file moves, unlinks, ticket asset removal, bulk project add and bulk interface network; guest quote Accept and Decline post instead of being plain links and check the key with hash_equals; exports that match nothing say so instead of showing a blank page; about 30 handlers now stop with 'no longer exists' when their record was just deleted, instead of showing warnings or an error page and writing history for a record that is gone; restore_contact_note reads its own id parameter; ticket prefix pattern escaped for the v flag; missing user agent and array key parameters handled; CHANGELOG updated 2026-10-26 19:54:36 -04:00
johnnyq
2fcdd6006b Invoices, quotes and recurring invoices makeover stage 4: quote lines billed one time or each month, quarter or year with a Billed choice on the add-a-line row and in Edit Line, quotes grouped into One-time, Each month, Each quarter and Each year with a total for each on the page, PDF and client view, lines dragged within their own group, Start Billing on accepted quotes putting one-time lines on a draft invoice due on the client's terms and each recurring part on a new recurring invoice from a chosen date, emailed or left as drafts, or added to one of the client's recurring invoices of the same frequency, with an option to bill the first period on the invoice, an Invoiced as card on the quote linking every invoice and recurring invoice it became including ones it added lines to, From links back on invoices and recurring invoices, monthly amounts in the quotes list and its totals, search, client portal, quote email, Send and Copy windows, quotes export and client export, and Quotes Pipeline valuing quotes at up front plus a year of recurring lines. Fixes Make Invoice invoicing a quote twice or one never accepted, and its audit entry using the current quote prefix instead of the quote's own. Adds DB 2.9.3 with item_frequency, quote_monthly_amount, invoice_quote_id and recurring_invoice_quote_id, linking invoices to their quotes from history, quoteConvert() as the one invoicing path claiming the quote in a transaction, quoteLineGroups(), quoteAmountText() and quoteMadeFrom(), reportCsv() totals written as given, and updates the 26.11 changelog 2026-10-16 14:14:53 -04:00
johnnyq
fee0a5cb80 Invoices, quotes and recurring invoices makeover stage 1: one shared document page for all three with inline line editing (product pick, live line totals, drag to reorder, lines locked once paid or answered), shared New/Edit form, late recurring invoices offer to skip to the next date without billing missed runs, Add Payment shows remaining balance and account balances, Batch Payment lists the invoices it will pay, Add Tickets takes several at once, new PDF layout for invoices, quotes and packing slips with pay/answer QR codes and paid/answered stamps, Letter or A4 by country, guest invoice Pay Now with other open invoices, guest quote Accept/Decline then signed copy or PO upload. Line amounts rounded to the cent on save, expired quotes can no longer be accepted from the link, Batch Payment skips non-billable invoices, recurring list creation-date filter removed. Fixes discount reset to zero on invoice/quote edit, stock not moving on invoice item quantity change, invoice status not updating on payment edit, autopay left behind on recurring invoice delete. Consolidates line items, totals, statuses and PDFs into functions/billing.php, includes/billing_paper.php, agent/post/billing.php and functions/billing_pdf.php with a single billing_items_order ajax reorder; removes the three item edit modals, link_invoice_to_ticket, guest_quote_upload_file_modal.php and js/product_autocomplete.js 2026-10-16 12:37:50 -04:00
johnnyq
820103460f Add Top Bottom Margin for Guest Quote and Invoice Quote 2026-08-28 16:29:58 -04:00
johnnyq
2375e69f2d Update badge classes to bg 2026-08-15 13:00:41 -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
b3f959ac55 Use Short echo tags across the code 2026-07-28 18:47:52 -04:00
johnnyq
41b118ab87 Add formatAddress function and replace all addresses with it 2026-07-23 18:10:39 -04:00
johnnyq
b57ddc0e5c Replace Function sanitizeInput() with just escapeSql() and update all instances throughout 2026-07-14 17:17:50 -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
6122efc870 Updated all Queries related to invoice items to reflect their new tables quote, invoice, recurring invoice items 2026-03-07 19:35:44 -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
27e1d6a9cd remove net terms in quote add jquery to guest header 2025-10-08 01:18:55 -04:00
johnnyq
2ec4cdc4fb Ceated inc_all_guest.php and modulaized the guest header.php removed guest footer and used the global footer.php as they were very similar 2025-10-08 01:00:48 -04:00
johnnyq
00f5198bed Update appNotidfy links to use Absolute paths, updated gitignore 2025-09-25 13:31:16 -04:00
johnnyq
0db6853fde Updated Invoice, Quote Recurring Invoice UI to include a table border and added hover effects to line items 2025-07-24 13:02:57 -04:00
johnnyq
71911f418f Remove Unessesary Code 2025-06-17 14:32:35 -04:00
johnnyq
2741f78bd8 Fully Migrated Quote and Invoice to use TCPDF and elimiated PDFMake 2025-06-17 14:22:57 -04:00
johnnyq
409084c499 Update UI on Quote, Recurring Invoice and Guest views to match new optimized Invoice UI Layout 2025-06-16 15:49:38 -04:00
johnnyq
0b88ea85ae Display Country in Invoices, Quotes, Recurring Invoices, Clients, locations, client top head, and allow searching via country in Locations and Clients 2025-05-28 19:27:11 -04:00
johnnyq
07b29a7bdc Add Phone Country code in more places for proper phone number formatting 2025-03-26 13:36:56 -04:00
johnnyq
f1aa66119a Update pointers to the includes folder 2025-03-13 18:12:18 -04:00
wrongecho
04226101af Add ability for client to upload attachments to approved invoices 2025-02-03 22:19:32 +00:00
johnnyq
7a23cf245d Fix index.php, Move Guest files to /Guest directory, fix adminlte path 2025-01-11 15:48:10 -05:00