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
be002b6f29
Roles stage 4: the money on invoices goes by Financial with Sales at Read through billingMoneyCan and enforceBillingMoney, so taking payments one at a time, by saved card or as a batch, changing them and emailing receipts, reminders and statements need write access to Financial, and deleting or refunding a payment needs full access, with the old Sales rules for reminders, statements and receipts still accepted; invoice, invoice list, Income and payment quick looks offer only what the role can do, the reminder window offers only the reminder to a role that cannot send the invoice, a reminder for a draft or with nothing owed still needs Sales, and Income bulk Set Category on payments needs Sales as it changes the invoice; database 3.1.8 gives the built-in Accountant full access to Financial when it still has its shipped levels, and new installs seed it that way; calendar events for a client follow the role's Clients level through calendarEventCan, Read to see, Modify to add, change, move, skip or send, Full to delete or Modify for the agent who added it, events an agent is on always show, events with no client stay open to everyone, and the calendar, dashboard and calendar links leave out other agents' client events for roles without Clients, with New event, the client picker and dragging following the same rule; the API now sets PHP and MySQL to ITFlow's timezone so what it creates, API ticket SLA times and key expiry go by local time, and inc_set_timezone.php only writes the session when one is open and no longer leaves its result and row variables behind; changelog updated
2026-10-17 21:52:10 -04:00
johnnyq
bf89a86ab1
Categories stage 3: list category filters offer only the categories their records have through categoryFilterOptionsHtml, archived ones marked (archived) and referrals that aren't categories marked (not set up), on expenses, recurring expenses, income, invoices, products, tickets, recurring tickets, client referrals and their export windows; new filters for quotes and recurring invoices by category, assets by status, licenses by software type and racks by type, each also in its export window and filter summary; asset type tabs count within the chosen status, and license tabs within software type and license type, fixing license counts that ignored the license type filter; Category export column for invoices, quotes and recurring invoices and Status column for assets, off until ticked; lists and quick looks show a category as its icon in its color through categoryMarkHtml, or its dot without one, on expenses, recurring expenses, income, transactions, tickets, recurring tickets and the ticket page; Admin > Categories usage counts link to the new filtered lists; read-only categories API at api/v1/categories/read.php with kind, id, name, archived and paging, checked per kind against the module that uses it, with usage counts for keys whose user sees every client; racks Archived button kept on one line; changelog updated
2026-10-17 20:42:29 -04:00
johnnyq
59e75764f8
Empty states: one shared empty state on every list page, drawn by includes/inc_empty_state.php from each page's $empty_state through the new emptyStateHtml() in functions/format.php - a grey round tile with the list's icon, a title, a line on what goes there and the page's own New and Import buttons when nothing has been added, No X match with a Clear filters button that keeps the client, archived and the current tab when a search or filters leave nothing, Nothing in {tab} with the tab's description for an empty pill and a tick for pills that flag trouble, and No archived X for an empty archive; pills count as views rather than filters; replaces the pages' own empty blocks so a filtered-to-nothing list no longer shows two messages; files, notifications and racks use it in their own layouts; adds emptyStateFiltered(), emptyStateClearUrl() and emptyStatePill() and the .itflow-empty-state styles; changelog updated
2026-10-17 00:47:32 -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
e2431748fa
Products makeover stage 3: sold hardware becomes client assets - products take an asset type, make, model and warranty in months, invoices with hardware get a Hardware card showing how many units are on the client's assets with their serials, an Add to Assets window with a row per unit for name, serial and assigned contact (Enter between serials for barcode scanning), make, model and warranty from the product counted from the invoice date, status and location for all, linking an asset the client already has or leaving rows for later, assets made this way are bought on the invoice date with its number as the order reference and link back to the invoice and product, a Client asset card and Assets tab on the product page, a Hardware tab and asset type on the products list, a dashboard Needs attention item for hardware sold in the last 90 days not yet on assets linking to a new invoices hardware filter, serials on the packing slip, asset type, make, model and warranty in product import and export, starter and demo hardware seeded with asset types, deleting a line or invoice unlinks its assets without removing them, database 2.9.6 with product asset columns and asset product, invoice and line links, CHANGELOG updated
2026-10-16 16:13:36 -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
69484a8a2e
Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options
2026-10-13 12:41:29 -04:00
johnnyq
9bfd26d57b
Add titles to icon-only buttons
...
- title on 294 icon-only buttons, named for what each one does
- aria-label on the 7 show-password buttons (title becomes the popover
header) and the portal mobile nav toggle
- Fix dead add-category button on products filter, credential bulk tag
button now preselects Credential, drop duplicate inner-icon titles
2026-10-08 17:12:21 -04:00
johnnyq
22921f5999
Add a Sub-line on the amount column in invoices for Balance of Partially paid invoices
2026-09-03 16:44:54 -04:00
johnnyq
feae4719da
Fix Unpaid widget miscalculating partially paid invoices
2026-09-03 12:38:52 -04:00
johnnyq
c07c10c610
Fix Guest Approve Modal Offscreen issue, added guest header and spruced up the UI a bit
2026-08-31 12:22:55 -04:00
johnnyq
156c51224d
Fix client portal review findings: PIN wipe, log indexing, statement currency (db 2.7.8)
...
Setting a PIN containing < or > silently cleared it: the length check ran before escapeSql(), whose strip_tags() then emptied the value, and the UPDATE stored the blank while flashing success. Length is now checked after sanitising.
Password and PIN changes require the current password. SSO contacts are exempt - no local password to check, and the IdP already did it.
New index on logs(log_user_id, log_client_id) for the portal profile and activity pages, which were scanning the whole table twice per profile view. admin/audit_logs.php's date filter rewritten as a half-open range so KEY log_created_at is usable - DATE(log_created_at) BETWEEN made it non-sargable.
Portal statement page and PDF now render in the client's currency, matching the guest view and the emailed statement.
Quick Send asks for confirmation; confirm-link extended to submit buttons.
Portal audit entries logged an empty name - client/post.php used , which only exists agent-side.
2026-08-28 16:38:42 -04:00
johnnyq
342502073e
Feature: Added Send Account Statment in Client Invoices Drop Down with Date Options and options to only include paid invoices
2026-08-28 14:50:15 -04:00
johnnyq
86ba041cdc
Add Quick Send Quote / Invoice to replicate the old single click to Send Email
2026-08-28 14:40:25 -04:00
johnnyq
72e6f23e19
Send Email and Mark Sent modals for invoices and quotes (db 2.7.7)
...
Send Email opens a contact picker instead of hardcoding the primary contact; Mark Sent asks how it went out and takes a note. Both log recipients / method / note to the document history. Handlers moved GET -> POST.
Fixes two pre-existing bugs in the email path: archived contacts were still receiving billing copies, and every copy was addressed to the primary contact by name.
2026-08-28 13:31:22 -04:00
johnnyq
6df101c217
Css fixes
2026-08-16 22:25:05 -04:00
johnnyq
2375e69f2d
Update badge classes to bg
2026-08-15 13:00:41 -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
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
9324d0822e
Drop more dead client left joins big saver is the badge counts
2026-08-06 12:14:43 -04:00
johnnyq
ddd9c2b56a
clientScopeSql sweep whicn now removed the extra unessesary client joins
2026-08-06 11:45:56 -04:00
johnnyq
3c8f812a16
Feature: On all export modals added Filter Tab and Selectable Columns tab with default selected, also you can now export to a PDF
2026-07-30 00:46:15 -04:00
johnnyq
b3f959ac55
Use Short echo tags across the code
2026-07-28 18:47:52 -04:00
johnnyq
7f7880a4a7
Add Quick Payments view modal in Invoices
2026-07-28 12:49:57 -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
b81e57db28
Show Invoice Stats in Invoice only for user permissable clients
2026-07-13 17:19:32 -04:00
johnnyq
c16a1753a5
Add text MonoSpace in places where it needs to be, reduced info icon size in clients, Fixed navigation highlight for files when in document details and is asset details
2026-06-25 18:06:39 -04:00
johnnyq
a819dff19a
Mail: Update mail configuration check to use smtp_provider instead of smtp_host as host is blank upon using oath2
2026-06-24 12:47:41 -04:00
johnnyq
65b53dd7f4
Tables: Removed removed -sm in table-responsive to fix some responsive issues also adding margin between top and bottom tags in clients and moved the tags in its own div
2026-03-26 13:30:07 -04:00
johnnyq
6e33c071ef
Hide New Invoice, Recurring Invoices, Tickets, revenues, products for appropriate permissions
2026-03-09 11:44:45 -04:00
johnnyq
b94604ae71
Assets List: Major UI / UX Update removed some columns to reduce space and add them as a secondary row instead
2026-03-03 15:20:11 -05:00
johnnyq
4440581f14
Invoice: Add missing CSRF checks and missing permissions
2026-03-01 22:22:21 -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
e1a579387f
Convert all Import / Export Modals to Ajax and a few other lingering modals that were not converted yet
2025-12-02 15:04:05 -05:00
johnnyq
96b8fcad3a
Fix Pay With a Saved Card in Invoice Listing if Saved Cards are on files for that client
2025-11-16 17:34:37 -05:00
johnnyq
8be0789f25
Converted even more bulk modals to the new ajax-modal
2025-11-06 20:36:30 -05:00
johnnyq
69253385c5
Update Invoice, Quote, Recurring Invoice Hyperlinks to take you directly to the client view instead of keeping you in global view. We also did this with tickets in the previous commit
2025-11-03 16:29:41 -05:00
johnnyq
41f9a2e6e2
Migrated add revenue, trip, quote, invoice, recurring invoice, product, document, folder, file, project, and asset interface over to the new ajax-modal
2025-11-03 14:06:44 -05:00
johnnyq
8268761ef4
Add Recurring Invoice Reference along with a link in Invoices
2025-11-01 16:17:11 -04:00
johnnyq
b8e2423dbd
Mugrated Payment Modals from invoice folder to payment modal folder
2025-10-30 14:46:49 -04:00
johnnyq
c5dd5f2b6f
Add Clause to not collapse advanced filter on all time aka if date from is set to the default 1970-01-01
2025-10-20 18:16:39 -04:00
johnnyq
ab77705ca2
Feature: Replace old date range to Date Range Picker JS for better date from/to handling
2025-10-20 18:04:00 -04:00
johnnyq
edabc5c33f
rename /user/ to /agent/ and update links to use agent/ instead
2025-09-23 18:04:23 -04:00
