8 Commits

Author	SHA1	Message	Date
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	9457442804	Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated	2026-10-17 23:26:25 -04:00
johnnyq	bcdfab996c	Fix approval Syntax	2026-08-31 17:52:44 -04:00
johnnyq	72e6f23e19	Send Email and Mark Sent modals for invoices and quotes (db 2.7.7) ... Send Email opens a contact picker instead of hardcoding the primary contact; Mark Sent asks how it went out and takes a note. Both log recipients / method / note to the document history. Handlers moved GET -> POST. Fixes two pre-existing bugs in the email path: archived contacts were still receiving billing copies, and every copy was addressed to the primary contact by name.	2026-08-28 13:31:22 -04:00
johnnyq	75028ba09a	Fix some Ticket History gaps	2026-08-01 14:33:37 -04:00
johnnyq	9d540f4bfe	Replace Function customAction() with triggerCustomAction()	2026-07-14 17:43:55 -04:00
johnnyq	f1836c70cd	Replace Function logAction() with logAudit()	2026-07-14 17:35:23 -04:00
johnnyq	a2a96f9752	Removed unused legacy functions and split the functions into their own file and use function.php to call them	2026-07-14 16:32:45 -04:00