johnnyq
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86381b775c
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Canned responses stage 1: Admin > Canned Responses on the standard list showing what each says, the ticket categories it is offered on, how often it has gone into a reply and when it last did, searched, filtered by where it is offered (a category or every ticket), sorted by name, use or last use, paged, with Active and Archived tabs; a response can be offered on several ticket categories or on every ticket (migration 3.2.2 moves canned_response_category_id into canned_response_categories, one whose category had been deleted staying on every ticket, and adds canned_response_uses); one shared add and edit window with the placeholders under the editor to click in where the cursor is; Copy, Archive and Restore alongside Delete; [Contact], [First Name], [Client], [Ticket], [Subject], [Ticket Link], [Asset], [Site], [Project], [Agent] (the agent replying), [Date], [Month], [Quarter] and [Year] filled in from the ticket as a response goes into a reply after the client access check, anything else in brackets left for the agent to fill in; the picker lists the ticket's own category first then every ticket's, and each reply records which responses went into it; Admin > Categories counts the canned responses on a ticket category, links to them and moves them on merge through link-table support in categoryKinds(); new functions/canned_response.php and js/canned_response_form.js; changelog updated
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2026-10-18 11:53:51 -04:00 |
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johnnyq
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bf89a86ab1
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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
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2026-10-17 20:42:29 -04:00 |
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johnnyq
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2b087c8f46
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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
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2026-10-17 20:41:26 -04:00 |
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johnnyq
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8a992039fb
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Categories stage 1: Admin > Categories rebuilt with the ten kinds in a side nav with counts and what each is for, each category shown as it looks on records (icon or dot in its color, asset statuses as their badge) with its description and what uses it linked to the filtered lists, search, sort by name, most used or order, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete only while unused, bulk merge, archive, restore and delete, drag or Move up and Move down ordering for the ordered kinds, names in use that are not categories listed with Add, one shared category window with live preview, color swatches or none and searchable icons or none, names unique per kind and held to their column length, renaming a kind kept by name carries the new name onto its records, merge moves every reference including budget months folded per month, payment provider fees and the mileage setting, all without touching record updated_at, database 3.1.5 normalizing category colors to #rrggbb and icons to fa-name, seed data in hex, new functions/categories.php, agent + window handler routed through the same validation, note-type icons fixed in pickers, Settings > Defaults payment methods read from Payment Methods, changelog updated
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2026-10-17 15:22:59 -04:00 |
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