16 Commits

Author	SHA1	Message	Date
johnnyq	359851c876	Security sweep of the 26.11 work: API contact lookup by phone or mobile kept to the key's clients; API credentials refuse a wrong decrypt password instead of saving unreadable usernames and passwords, link credential_vendor_id and credential_software_id, and drop another client's contact or asset; Products Receive window lists expenses only with Financial access and only for clients the agent can open; account ledger, reconcile page and ledger export show lines for clients the agent can't open as Another client with only date, kind and amount, with search and the client filter kept to reachable clients; Tax Collected folds unreachable exempt clients into one line; client-limited agents no longer see other clients' names in the export window client filters, Transfer to Client, company vendor expense lists, My Activity or the New Client duplicate check; Stripe switched off stops guest pay links and saving cards, and the Stripe return never books a payment twice; Admin > Cron job window is admins only; records per page needs the CSRF token and takes only the listed sizes; uploads/canned_responses closed to direct access; Admin > Debug no longer stops at the footer; report export audit log no longer double-escapes names; bulk interface network refuses a deleted network; API assets/update keeps the primary interface IP, MAC and network, tickets/resolve reports success, software/read by name works, clients/create takes the company currency, certificates/create returns its error, clients/archive logs as Client, and the 405 response no longer echoes the method; changelog database step count corrected to sixty	2026-10-23 12:09:07 -04:00
johnnyq	6bb830ed3f	Vendor templates stage 3: add a status page and support portal to vendors and vendor templates, linked from the vendor page, quick look, vendors list and its tickets and kept in step from the template, keep the account manager line and email on templates for new vendors only, add Export and Import of vendor templates with skip, add or replace for existing names and never account numbers or PINs, refresh the starter vendor templates with support sites, status pages, portals and what support asks for plus an Update for ones added before, carry the status page and portal in license template files, the API and exports, stop making a support site with a non-http scheme a link, and database 3.3.6 adds the new vendor and vendor template columns	2026-10-20 11:21:58 -04:00
johnnyq	cd03a7765d	Vendor templates stage 2: keep client vendors in step with the template they were made from - saving a template updates the fields its vendors still shared, the template window gets the vendor window's tabs, a template page shows each client vendor as in step or the fields it differs in with Bring in line, Link and Unlink, lists hand-made vendors that look like it to link, and sets who should have it (no one, every client or clients with chosen tags) with coverage and Add to clients for those missing; the list gains Required and Out of step tabs, a client vendor shows its differences with Update from template, a client's Vendors list and overview show vendors missing, Add to clients no longer skips a client whose vendor from the template was archived, and database 3.3.5 adds vendor_template_required, vendor_template_required_tags and a vendor_template_id key on vendors	2026-10-20 11:20:45 -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	f43d4a9127	Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages	2026-10-19 00:13:28 -04:00
johnnyq	53d0f8a841	Expenses stage 4: getting expenses in - Import Statement from the expenses menu brings a card or bank CSV in as expenses, reading lines before the header, commas, semicolons or tabs, Windows text and amounts like (12.00), 12.00 CR or 1.234,56, guessing the date and its format, description, memo, amount or money out and in columns, sign and reference and remembering them per account so the next statement goes straight to the review, matching each line to a vendor from what was picked for that merchant last time or a vendor name in the text (shortened names too) with its last category, suggesting a new vendor named from the line when nothing matches, locking lines imported before so a statement never comes in twice, leaving out lines that look entered by hand within 4 days and linking them, leaving out money in unless ticked, filling in the same merchant's other lines, bulk category and client and billing on, making new vendors once and opening the account's expenses for those dates, with remembered merchants to see or forget; paid personally expenses with who paid them that count as spent on their date but move no balance until paid back, a To reimburse pill with what each agent is owed, Reimburse paying back the ticked expenses from one account on one date as a Reimbursement in Transactions with undo for full financial access, quick look, list, vendor page, bulk, export and dashboard showing who paid and whether they were paid back, database 3.0.2 with expense_import_key, expense_paid_by, expense_reimbursement_id, expense_import_rules, reimbursements and account_import_map, CHANGELOG updated	2026-10-16 19:12:03 -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	c93cb20f14	Expenses stage 1: rebuilt expenses list with this month against the same days last month, year so far with monthly average, recurring cost a month and expenses without a receipt in the last 90 days along the top, pills for client, no receipt and refunds with counts, vendor, category, client, date, account and payment method filters and a total of what the filters leave, an expense quick look showing the receipt inline with attach from the window, who entered it, refunds against it and the stock it paid for, one shared form for New, Edit, Copy and Refund with icons on every field, payment method saved from the default in Settings, vendor picks filling in the category, account and method of the last expense with them, refunds linked to the expense they give back and starting at what has not come back, receipts replaced or removed in Edit and served through agent/expense_receipt.php after the Financial and client checks with uploads/expenses closed to the web, bulk set category, account, payment method or client in one window and a single bulk delete, export with the list filters plus paid by, receipt and entered by columns, expenses in global search with open on load, the vendor page, Transactions and product stock history opening the quick look and Client Profitability linking direct costs to the client's expenses, fixes for the dead bulk delete button, bulk set client ignoring client restrictions, the New Expense window opening without write access, unlink warnings on empty receipts and photo receipts downloading as pdf, functions/expenses.php shared by the list, windows, export and search, database 2.9.9 with expense_created_by backfilled from the audit log and expense_refund_of_id, CHANGELOG updated	2026-10-16 17:43:11 -04:00
johnnyq	d6e6bd146b	Products makeover stage 2: inventory ledger and alerts - every stock change recorded through productStockMove as received, sold, returned, counted or written off with unit cost, invoice or expense, note and agent, one Stock window to Receive, Count or Write off replacing Add Stock, a Stock tab on the product page with a running balance, Reorder at and Order per product with a To reorder tab, list and side nav badges, a dashboard Needs attention item and Low Stock notifications, a Count Stock page with live differences and a printable count sheet, an Inventory report with CSV exports, reorder columns and stock value in import and export, cancelling or deleting an invoice returns its stock from the net of its moves, copying an invoice or invoicing a quote carries the product link and is refused when tracked stock is short, recurring generated invoices link their products without moving stock, decimal stock quantities, database 2.9.5 with stock type, unit cost, invoice and user columns backfilled from existing notes, CHANGELOG updated	2026-10-16 15:48:29 -04:00
johnnyq	775edc53d8	Products makeover stage 1: products and services with cost and margin, the vendor they are bought from with its part number, internal notes and default billing of one time, monthly, quarterly or yearly per user or per device that fills in Billed on quotes and Counted on recurring invoices, a per-product Track stock switch so only tracked items move stock and refuse to be invoiced past the shelf while untracked ones are ordered as needed, rebuilt Products list with what catalog lines bring in each month on recurring, sales over 90 days with the top seller and stock value at cost, tabs for Services, Products, Recurring and Stocked, a vendor filter and part number search, a new product page with price, margin, 12 month sales, monthly recurring, stock with recent moves, recurring invoices, open quotes, invoices and history tabs, inline notes and Copy, one New and Edit window with live margin, rebuilt Add Stock, import by column heading with update by code for price lists, export with cost, margin, billing, vendor, part number and stock, agent-only margin on invoices, quotes and recurring invoices, a Products tab on our vendors' pages, search results opening the product page, billing defaults in the starter catalog and costs and vendors in the demo data. Fixes bulk Restore of archived products doing nothing, deleted products leaving stock behind, Add Stock recording zero units or a missing expense, and a backslash before an apostrophe in agent names in billing history. Adds DB 2.9.4 with product cost, vendor, part number, notes, frequency, seat source and track stock set for products with stock history plus product keys on line and stock tables, functions/products.php with productSave() as the one write path, productUsage() and billingMargin(), agent/product.php, a shared product_form.php, copy_product and product_set_notes handlers, removes product_model.php, and updates the 26.11 changelog	2026-10-16 15:23:05 -04:00
johnnyq	df0c6a5bc8	Review pass over the modernized sections: add icons in front of the fields that were missing them (project form, bulk due and manager, project export; service form, depends-on pickers, bulk edit, review, link tickets and export; calendar event and calendar forms; rack and rack item forms; project template name; location and vendor extension; ticket bulk reply, bulk resolve and edit reply time worked; license renew date; client bulk ticket subject; credential share link), show names with apostrophes and quotes correctly in contact, asset, client, tag, ticket template and vendor template save messages, reword unclear or inconsistent messages and hints (ticket close, reply added, task approvals, bulk contact and asset messages, user and profile hints, VLAN, certificate and vendor PIN hints, with no vendor / location / network), singular and plural in bulk modal titles, US spelling in visible text, make the hidden attribute win over display utilities so the empty credential strength meter stays hidden, wrap pagination on narrow screens, and remove the unused credentialLink, projectLink and linkCounts helpers	2026-10-15 22:20:25 -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	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
johnnyq	fecd1cabff	Credentials makeover: rebuilt credentials list with kind icons, username copy, password show/copy and live 2FA code buttons fetched on demand, where it opens, what it is for (asset, contact, vendors, licenses, services), password age pills and last used, filters for Starred, With 2FA, No 2FA, Not changed in 90 days and Shared with counts, search across notes, second link, tags, asset and contact, open straight to a credential with ?open=ID; new credential quick look with login, age, last viewed by, links with unlink, notes, open share links with turn off, and history; tabbed new/edit form with password generator (passphrase or random), strength meter, 2FA secret that accepts spaces or an otpauth:// link and shows the current code to check, copy buttons on both links, prefill from asset, contact or vendor; new Change password window that dates and logs the change; new Share window from anywhere (contact or email, 1 hour to 1 month, gone after opened once by default, link copied); same login controls on asset and contact pages and quick looks, vendor Logins tab, license page and quick look, service quick look, client overview favourites and search; credential pickers show icons and say when a credential moves from another asset or contact; client overview Passwords due for a change attention item and Active share links limited to live links; rotation report with selectable span, per client counts and oldest first; more export columns; demo data gets 2FA secrets, varied password ages and logins attached to their assets. Fixes passwords being blanked when the vault session had expired, other clients' assets, contacts and tags accepted on save, bulk star using the wrong permission, credential links to assets and contacts not checking the client, the edit or link permission, or which asset or contact an unlink was for, credentials left pointing at deleted assets and contacts, share links left open after a credential was deleted, import carrying values between rows and accepting any file type, 2FA secrets saved with spaces or lowercase giving no code, the service quick look listing credentials without credential access and repeating assets, an asset login with only a username being lost, and the API not dating new passwords. Adds functions/credential.php and js/credentials.js; removes credential_model.php and the old credential show password/OTP scripts. No DB change.	2026-10-14 23:33:29 -04:00
johnnyq	9e55d52432	Vendors overhaul for daily MSP work: new vendor page built around calling them, with Call support (dials the extension), Email, Support site, a star, and a New menu (case/ticket with them, license from them, asset bought from them, portal login, document, upload, or expense and recurring expense for our own vendors), Support card (phone, hours, SLA, email, site), Account card (account number, PIN shown as dots with show and copy, account manager name, direct line and email), blur-to-save notes, an Also used by list of the agent's other clients with the same vendor by name or template, and tabs for Cases (open first, with their ticket number), Licenses (soonest renewal first), Assets (serial, order ref, warranty status), Domains (registrar, web host, DNS, mail), Services, Logins, Documents, Files and History; our own vendors show spend this year, last year and in all, recent expenses and recurring expenses; new vendor quick look; rebuilt vendors list with starred first, initials tiles coloured by vendor name, support line, hours and SLA, account number and PIN, chips for open cases, licenses, assets, domains, services and logins, an Ours / Clients' switch with an all-clients view in All Client Docs, wider search (account manager, emails, tags), tag filter and bulk Tags/Archive/Restore/Delete; shared tabbed vendor form (Details, Support, Account, Notes) with star, tags and start from template that fills every field; Add a Template to Clients to roll one vendor out to many clients, skipping those that have it; Admin Vendor Templates shows how many clients use each template and has Add to clients; vendor tags (tag type 6) with vendor tags in the Tags starter pack; ticket vendor block shows their ticket number, support line, hours, SLA, account number and PIN with copy buttons; vendor tiles in every vendor picker and quick look links across tickets, licenses, assets, domains, services and expense lists; search opens the vendor page; CSV export adds tags, open cases, account manager and PIN; logins, documents and files can be linked to a vendor and ones made from a vendor's page are linked to it; demo vendors get tags, a star and an account manager; database update 2.8.2 adds vendor_tags and vendor_contact_phone_country_code, vendor_contact_phone, vendor_contact_email (db.sql updated) and clears references to vendors that no longer exist; ticket vendor now validated against the ticket's client and removing a vendor from a ticket is logged as such; deleting a vendor from a template no longer unlinks every other vendor from that template; deleting a vendor clears it from assets, licenses, tickets and domains, and vendors with expenses, recurring expenses or payment provider fees are archived rather than deleted; vendor websites without a scheme open correctly; domain form vendor names escaped; new vendor templates keep the phone country code and pushing a template update with nothing ticked no longer errors; vendors API accepts the account manager fields; new functions/vendor.php (VENDOR_USES, vendorCan/vendorEnforce with client vendors on module_client and ours on module_financial, tile, link, website, PIN, form, tags, counts, delete check, reference clearing, also used by, spend, history), credential|vendor and file|vendor link relations, tag module_ours for our own vendors, handlers add_vendor_template_to_clients, favorite_vendor, unfavorite_vendor and ajax vendor_set_notes, vendor_model.php removed	2026-10-14 22:49:05 -04:00