johnnyq
afaaa5fc32
Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated
2026-10-17 13:00:54 -04:00
johnnyq
e29369926f
Client portal stage 4: accounts - Your account rebuilt with details and an ask-us link, phone numbers, ticket email choices, password change needing the current password and 8 characters with an email notice, two-step sign-in with an authenticator app set up from a QR code, remembered browsers with Forget them, phone PIN and recent sign-ins with the device; activity rebuilt with signing-in and changes tabs and paging; sign-in asks portal users with two-step sign-in for a code, remembers the browser on request and locks an account after five wrong codes in ten minutes, matching portal users by contact_user_id; Admin > Client Portal can require two-step sign-in, sending anyone without it to set it up first, and agents can turn it off for a contact from the contact page; password links stored as SHA-256 and running out after an hour for Forgot password and a week for invites, the nightly run clearing only run-out links, Forgot password limited to one email per account every five minutes and ten requests per address in ten minutes, the reset page rebuilt with the password typed twice and a confirmation email, fixing the empty-token check that let anyone trigger the reset email; contacts choose every ticket email or replies and fixes only, and primary and technical contacts can hear about new tickets at their company or every update, honoured by agent, portal, email parser and recurring ticket emails; announcements for every client or one with tone and start and end dates on the portal home page, managed in Admin > Client Portal; View as contact opens the portal read only as a contact from the agent contact page, audited, with billing shown only when the agent's role reads sales and financial, nothing written or paid while viewing; agent contact page shows two-step status, last sign-in and ticket email choices; database 3.1.0 adds portal_announcements, contact ticket email columns and config_client_portal_require_mfa and hashes outstanding links; new functions/portal.php; changelog updated
2026-10-17 12:05:55 -04:00
johnnyq
6ef84c4547
Feature: Add Ticket Canned Responses
2026-08-15 17:29:17 -04:00
johnnyq
e2512b0f86
Fixed Side nav titles, Fixed ajax on bootstrap modals, fixed pagination all regressions
2026-08-14 18:32:33 -04:00
johnnyq
dc6b191eed
Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask
2026-08-14 17:08:40 -04:00
johnnyq
a084e37c39
Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
2026-08-14 13:22:11 -04:00
johnnyq
b8c9d5b4cf
Query Optimization: Select only needed columns instead of SELECT * on looped queries
2026-08-06 12:59:43 -04:00
johnnyq
c30c12674a
Sync DB Seed data between setup and setup cli
2026-08-03 22:41:31 -04:00
johnnyq
119334ab71
Cron Fix
2026-07-30 16:44:56 -04:00
johnnyq
d08ef6184a
Add optional ticket SLAs
...
Response/resolution targets stamped at creation from per-client/priority assignments, business-hours due date math, warn/breach alert stages via cron/ticket_sla.php, ticket list coloring, per-ticket SLA override, admin page for plans/assignments/business hours. DB update 2.5.0. No behavior change unless SLAs are assigned. Bulk reply now only counts Public replies as first response.
2026-07-29 00:00:42 -04:00
johnnyq
b3f959ac55
Use Short echo tags across the code
2026-07-28 18:47:52 -04:00
johnnyq
815802fb7c
Gate Admin UI Modals to Admin
2026-07-27 14:50:32 -04:00
johnnyq
9c65644adc
Update the rest of the PHP functions to use camelCase
2026-07-23 17:39:06 -04:00
johnnyq
d5a1305192
Reorg Admin Side nav menu
2026-07-21 14:17:16 -04:00
johnnyq
dfedc31c04
Update Tax to Tax Rates in admin side nav
2026-07-15 00:43:09 -04:00
johnnyq
dae7f09650
Remove _details, fix plural and singular file naming in admin, update admin post to match agent post
2026-07-15 00:38:34 -04:00
johnnyq
38a042d435
Remove _details and use singular filename for certain objects
2026-07-15 00:12:27 -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
29bea9517d
Removed the last of legacy validate functions and replaced with the new enforce fumctions.
2026-07-14 16:49:14 -04:00
johnnyq
99218d02ad
Document Templates: UI Enhancement / Cleanup Document templates
2026-03-03 11:16:36 -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
27fde82aff
Fixed Adding Payment provider not adding an account, now adding you can customize the income/expense account, expense category, and Expense vendor. Moved Saved Payment Provider Methods into Payment Providers as a link instead of on the admin side nav. Same with AI Provider and AI Models.
2025-12-12 16:42:09 -05:00
johnnyq
4a26ea7ed9
Hide Permission Modules on sidenav admin menu as this is not ready for custom modules
2025-12-05 12:46:44 -05:00
johnnyq
18429fda2c
Remove all side nav Quick adds
2025-11-23 14:53:39 -05:00
johnnyq
29e1b56e78
Hide contract side nav as its not yet complete
2025-11-16 17:58:07 -05:00
johnnyq
7230325e62
Migrate Ticket Template add to ajax-modal, add category type option if not defined, add product type if not defined
2025-11-12 17:04:53 -05:00
johnnyq
af8e733cfb
Added Quick Add Links to the majority of Side bars navs
2025-11-12 16:27:03 -05:00
johnnyq
abb97ad99f
[Feature] Added Asset Tags
2025-11-11 19:57:51 -05:00
johnnyq
1d3f206660
Addec Contract Templates Listing add modal and add post code
2025-11-07 17:55:19 -05:00
johnnyq
559506fc90
Added Access Modules to view current modules and to allow custom modules for the future for use in custom code directories
2025-10-23 15:55:54 -04:00
johnnyq
c66aa92365
Update All Side Nav Links to be absolute so the side bar includes can be navigatable when navs are included in custom code
2025-10-23 13:07:02 -04:00
johnnyq
16242be74e
Update Client Nav to use Absolute links and updated more of the inc_alls to use Document Server Root
2025-10-07 13:44:08 -04:00
johnnyq
6a7a02d220
Add Custom Links Admin Nav option
2025-10-01 13:48:52 -04:00
johnnyq
e6bcf0e12f
Started updating href paths to absolute paths instead of relative paths as itflow should be installed in document root anyway and not a sub-directory
2025-09-24 12:56:01 -04:00
johnnyq
edabc5c33f
rename /user/ to /agent/ and update links to use agent/ instead
2025-09-23 18:04:23 -04:00
wrongecho
8c0d542d7d
Better logic handling for the default page redirects
2025-09-08 15:40:59 +01:00
johnnyq
9642babb7e
Fix issue with AI Settings displaying in Admin Menu if the module invoice/accouting module is turned off
2025-09-05 19:00:17 -04:00
johnnyq
9d9bfc65d5
Fix Active side nav for api keys
2025-09-03 18:46:01 -04:00
Marcus Hill
2c160d1ac9
Take you back to dashboard rather than a redirect
2025-08-30 15:31:49 +01:00
johnnyq
fd73f132bc
Fixed a few table names in Stripe Migration, Removed legacy stripe and AI settings
2025-08-28 11:44:29 -04:00
johnnyq
08dd6147f2
Migrate Dark/light mode to a user settings instead of global setting, created new include called router.php to dynamically prepend ../../ to asset pathes based off currect directory depth
2025-08-05 13:32:19 -04:00
johnnyq
2333d81276
Update more broken links from file dirextory consolidation
2025-07-29 18:34:51 -04:00
johnnyq
38e2e50a29
More progress on consolidating files into user and admin
2025-07-28 22:48:44 -04:00
johnnyq
95950700d8
Moved user items to user directory
2025-07-28 17:57:06 -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
johnnyq
4906e06bf1
Initialized migrating modals into entity folders and modals out of ajax and start working on moving admin items to new admin directory
2025-07-27 21:24:14 -04:00
