20 Commits

Author	SHA1	Message	Date
johnnyq	5a3f4ba6f5	Document templates stage 4, export, import, starter pack and report: Admin > Document Templates gets a menu beside New with Import, Export, the report and the starter pack, and each template page gets an Export link; the file carries each template's summary, its text with images embedded, its fill-ins and review interval, leaving who should have one to each install; importing a template already there by name can leave it, add the file's copy alongside or replace it (keeping its documents and who should have one), new ones come in required of no one, content goes through the HTML purifier, and images that only point at the other install's uploads are left out with the message saying how many; the MSP starter pack is rebuilt as 14 templates (Asset Inventory and Vendors and Escalation new) that fill in from the client, pull in its sites, networks, equipment, servers, domains, licenses, vendors and contacts as tables, ask for the rest with typed fill-ins, set 6 or 12 month reviews on the ones that go stale, and are required of no one out of the box; Update on Starter Content now covers document templates, bringing older starter templates up to the new versions while keeping their documents and who should have one; new Document Templates report under Clients & Documentation by template (documents made in the period against the period before, current documents, clients with one, coverage of the clients it is required of, documents due a review) and by client (what each should have, has and is missing, and documents due), filtered by client or by the agent who made them, each table exportable as CSV, and client-restricted users seeing only their clients; no database change; changelog updated	2026-10-18 19:50:42 -04:00
johnnyq	32b5288338	Document templates stage 3, the client standard and reviews: a template can be required of every client or of clients with chosen tags (leads and archived clients not counted, a template whose tags are all deleted applying to none rather than every client), with the template page showing how many clients have one with a bar and the clients missing it each with a Make button, and Admin > Document Templates showing the count on each template plus a new Required tab; documents can be made for several clients at once, one per client filled in from its own client, for a picked list or every missing client in one click, with fill-ins answered once for all and clients that already have one skipped unless unticked; a client's Files shows the documents it should have along the top opening Document from template with that template picked, the client overview shows a Documents missing count, and Document from template lists missing templates first; a template can ask for its documents to be reviewed every 3 or 6 months, yearly or every 2 years, a document falling due when not edited or marked reviewed for that long, with the document page showing Review due or the next review and who did the last one plus a Mark reviewed button, a Review due tab in Files listing due documents across every folder, and due counts on the client overview, the template page and the list, documents from archived templates not counted; an older document written before its template can be linked to it from its page so it counts and follows the template's review schedule; migration 3.2.7; fixed tag merges dropping merged tags from ticket templates (merges now carry over ticket template and required template tags) and deleting a document template marking all its documents as updated; changelog updated	2026-10-18 19:49:20 -04:00
johnnyq	3ee183a09a	Document templates stage 2, filled in from the client: placeholders [Client], [Website], [Site], [Address], [Site Phone], [Contact], [First Name], [Contact Email], [Contact Phone], [Agent], [Date], [Month], [Quarter] and [Year] are filled in across a template's name, summary and content when a document is made, using the client's primary site and contact unless another or none is picked; tables of records [Contacts], [Locations], [Assets], [Servers], [Workstations], [Network Equipment], [Printers], [Networks], [Domains], [Certificates], [Licenses], [Vendors] and [Services] put in the client's current records, as a table on a line of their own (an empty row when there are none) or as names in a sentence, all made safe; any other bracketed word is a fill-in asked for when a document is made, set up on the template page as text, date, list or yes/no, required or with help, renamed along with the template text, reset or removed, and dragged into order, with answers checked by ticketFillInAnswers and blanks left in the document; the template page gets Fill-ins and Filled in from the client cards with each kind of word marked in its own colour, and the editor gets a button for each placeholder and table to insert it at the cursor (js/document_template_form.js); New document for a client and Document from template draw the site and contact pickers and fill-ins once the template and client are picked (agent/ajax.php document_template_asks, agent/js/document_template_make.js) and open larger; copying a template copies its fill-ins; Draft it with AI is told the placeholders and tables; migration 3.2.6 adds document_template_fill_ins; fixed the fill-in add and reset messages showing raw HTML around the bracketed name on document and ticket templates; changelog updated	2026-10-18 19:47:57 -04:00
johnnyq	9fdc2f7032	Document templates stage 1: Admin > Document Templates on the standard list with full search across name, summary and what it says, Active and Archived tabs with counts, sortable Used (documents made from it and for how many clients), Last used and Changed (when and by whom), paging, and a row menu with Edit, New document for a client, Copy, Archive/Restore and Delete; the template page rebuilt on the ticket template page's layout showing what it says made safe with its bracketed words marked and listed as left to fill in, its use and latest documents with their client, who made and last changed it and its images, with New document for a client opening a window that makes one for the client picked and opens it; one shared New/Edit window with icons in front of each field, a summary, and Draft it with AI only when an AI model is set up for documentation; Copy takes copies of its images, Delete takes its image folder and unlinks its documents, and archived templates aren't offered for new documents; migration 3.2.5 adds documents.document_template_id so documents remember their template and its use is counted from the update, and the document page says which template it came from; new functions/document_template.php shared by the admin pages and add_document_from_template, which now takes the template's name and summary when none are given and checks the client exists; the Document from template window shows each template's summary and how often it has been used and can open with one picked, and its Add one in Admin link checks for an admin rather than role id 3; changelog updated	2026-10-18 15:37:03 -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	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	b3f959ac55	Use Short echo tags across the code	2026-07-28 18:47:52 -04:00
johnnyq	6dbe84dee4	Update admin/ breadcrumbs to match plural file names	2026-07-15 00:48:16 -04:00
johnnyq	38a042d435	Remove _details and use singular filename for certain objects	2026-07-15 00:12:27 -04:00
johnnyq	2181e92e44	Removed valueOrDash Function was able to replace with ?: '-'	2026-07-14 18:13:34 -04:00
johnnyq	746e919aff	Replace Function getFallBack with valueOrDash()	2026-07-14 18:00:12 -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	99218d02ad	Document Templates: UI Enhancement / Cleanup Document templates	2026-03-03 11:16:36 -05:00
johnnyq	918b40afbe	Add missing CSRF Checks in admin area and settings	2026-03-02 22:15:36 -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	56f32a4da2	Finished migrating the last of the admin add modals to ajax-modal	2025-11-05 01:54:49 -05:00
johnnyq	41f957ea3b	Migrated admin modals to modals/ENTITY removed ajax_ and _modal prefixes from file names and use new ajax-modal syntax	2025-08-24 23:50:38 -04:00
johnnyq	9ee76213e1	Update more broken links from file dirextory consolidation	2025-07-29 14:32:43 -04:00
johnnyq	0494bfc1cf	Moved admin_ to /admin, user_ to user report_ to /reports each have their own post includes modals directories created seperate headers and footer. Also did the same for xcustom, more work to me done	2025-07-28 13:32:28 -04:00