28 Commits

Author	SHA1	Message	Date
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	33b13206a5	Contracts from the client: New Client and Edit Client can start a contract from a template on the Billing tab, active from a picked day with the template's terms, the primary contact and the agent looking after it; the clients list gets a sortable Contract column showing the contract in force with its renewal and how many more are in force, or None with the next or draft contract or Start a contract, a Contract filter for one in force, none in force or one from a template, and a Start Contract bulk action; changelog updated	2026-10-27 23:39:30 -04:00
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	2b087c8f46	Categories stage 2: every form and Bulk Action window picks a category the same way through categoryPicker and categoryOptionsHtml, in the kind's order with each category's color, icon and description, keeping a record's archived category marked (archived) and a status, type or referral that isn't a category marked (not set up) so saving changes neither; the + beside a category picker is admins only and opens the category window stacked over the form, saving in the background as JSON, picking the new category and leaving the form as it was, with a taken name shown in the window, on every form that picks one including a ticket's quote and invoice, Unbilled Time, payment providers, canned responses, the mileage setting and the Bulk Action windows; stacked windows shade the one underneath; agent/post/category.php removed so the window posts to admin/post.php from any page; typed referrals go through categoryEnsure, taking an existing referral's spelling in any case, matching archived ones and no longer making an empty referral on client add, edit and import; fixes the + reloading the page and losing the form, the quote made from a ticket creating an expense category, and a stray < in the license template type picker; changelog updated	2026-10-17 20:41:26 -04:00
johnnyq	b5dc8883f1	Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated	2026-10-17 13:59:13 -04:00
johnnyq	afaaa5fc32	Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated	2026-10-17 13:00:54 -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	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
wrongecho	97fe67341a	Fix typo in placeholder for abbreviation input	2026-09-06 20:33:10 +01:00
johnnyq	96f2c697c6	use intl js lib across all phone number fields	2026-08-26 13:53:27 -04:00
johnnyq	fdc2a8c2c3	Switch some bg-primary to bg-blue so they are consistent across themes, use new bs5 to reduce width on certain form inputs	2026-08-25 17:44:18 -04:00
johnnyq	e2512b0f86	Fixed Side nav titles, Fixed ajax on bootstrap modals, fixed pagination all regressions	2026-08-14 18:32:33 -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	89fba247c5	Add some missing maxlength form options to prevent info overflow and result in error 500	2026-08-02 16:08:01 -04:00
johnnyq	07c73a6a04	Add Urgent Priority, move Per Client SLA Settings to notes tab in client add / edit modal remove unnessesary sla admin setting for client overide	2026-07-29 00:49:31 -04:00
johnnyq	d5ed05017b	Allow selecting client SLA assignments on client create/edit	2026-07-29 00:21:13 -04:00
johnnyq	b3f959ac55	Use Short echo tags across the code	2026-07-28 18:47:52 -04:00
johnnyq	9c65644adc	Update the rest of the PHP functions to use camelCase	2026-07-23 17:39:06 -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	b79a6c390e	Move some arrays out of load global settings and into their own entity	2026-04-05 12:00:56 -04:00
johnnyq	2193cd8d3e	switched from mysqli_fetch_array to mysqli_fetch_assoc in client modals	2026-01-10 16:09:03 -05:00
johnnyq	c851e54e1d	Fix Decimal not showing on the iphone for specific fields associated to price cost percentage etc	2025-11-26 13:54:24 -05:00
johnnyq	723a423b06	After ticket Creation Redirect to ticket details with Client Side bar and Top bar, Remove Currency code from Client Add / Edit defaults to company currency for now	2025-11-07 14:27:22 -05:00
wrongecho	2850c35bdc	Flag duplicate clients/leads when using the client_add modal	2025-11-01 18:48:23 +00:00
johnnyq	bf31c333a6	Migrate Add Client Modal to the new Ajax Modal	2025-10-28 16:56:27 -04:00
johnnyq	edabc5c33f	rename /user/ to /agent/ and update links to use agent/ instead	2025-09-23 18:04:23 -04:00