johnnyq
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1e5bffff3c
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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
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2026-10-27 22:22:34 -04:00 |
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johnnyq
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1fd45bcffa
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Get started: the standard SLAs set a response time only - Urgent 1 business hour, High 2, Medium 4, Low 8 - with no resolution time, reuse an existing SLA only when it has the same response time and none, and the Support step shows Answered within alone, with Put right within only when an SLA already given has one
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2026-10-26 12:19:53 -04:00 |
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johnnyq
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52df79f8b0
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Show each starter content item as it will look under Pick which - a tag as its pill, a category as its chip, a product with its price and billing, with what each is for - and Preview the whole of a ticket, project, document, vendor or license template, canned response or product in a window, the words filled in as it is used marked; Maintenance > Starter Content gets Pick which too, its Add bringing only what is ticked and Will be added following the ticks, sharing admin/includes/starter_content_pick.php, admin/starter_content_preview.php and js/starter_content.js with Get started
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2026-10-25 15:04:11 -04:00 |
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johnnyq
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6d29583cef
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Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content - each pack or picked item by item - and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the starter content loaders take the items to load, the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started
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2026-10-25 14:46:02 -04:00 |
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johnnyq
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58e502ad38
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Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started
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2026-10-25 14:28:17 -04:00 |
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