johnnyq
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e29369926f
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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
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2026-10-17 12:05:55 -04:00 |
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johnnyq
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c6eadf3fa3
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Client portal stage 1, look, home and tickets: a new light shell with the company logo or initials on the theme colour, sections shown by what each contact may open (Home, Tickets, Billing for billing contacts, Your IT for technical contacts, custom links), New ticket and an account menu with a dark mode switch kept in a cookie, a bottom tab bar and slide-in menu on phones, and the welcome banner removed; a rebuilt home showing what needs the contact (tickets waiting on their reply or to confirm, approvals, past-due invoices), open tickets, balance with Pay invoices, renewals in the next 45 days, their devices with warranty status and the company phone and email; tickets rebuilt with Open, Waiting on you, Resolved, Closed and All tabs with counts, search, paging and the whole company's tickets for primary and technical contacts with a Mine filter, the old all-tickets page redirecting there; a ticket page with progress steps, the conversation oldest first, approvals, details alongside, replies with drag and drop attachments, It's fixed, close or reopen and rating; New Ticket with priority, category, device and attachments; fixes downloading files from internal notes, files on closed tickets not downloading, new tickets linking to another client's device or a non-ticket category, empty replies and tickets being accepted, PHP warnings on Pay invoices and Recurring invoices with no payment provider, and Bootstrap icons and the editor setup blocked by the portal CSP, which now allows data: images; new js/portal.js and portal helpers in client/functions.php, ticketPortalStatusHtml removed; changelog updated
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2026-10-17 01:28:27 -04:00 |
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johnnyq
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9ff206af3d
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Trips modernized for MSP use: rebuilt trips list with stat cards, pills (mine, for a client, for a ticket, our own), driver/client/date filters, search across site and ticket, footer total, bulk Set Driver/Set Client/Delete and export with driver, round trip, one way, site, ticket and odometer columns; new trip quick look with route, Google Maps directions, driver, client, site and ticket links, odometer, logged by and trips to the site, with Edit, Copy, Return Trip and Delete; one shared form for New, Edit, Copy and Return Trip with client sites and tickets, site address as destination, ticket fills purpose and site, known routes fill miles, one way miles with round trip total and optional odometer readings; Log a trip and a Trips card on tickets, a Trips tab on locations, Mileage report rows open the trip and show site and ticket with Site and Ticket CSV columns; every agent can log and manage their own trips while others' trips need Financial write and deleting them Financial full; trips follow ticket merge, client move and ticket or location delete; new functions/trips.php and handlers rewritten around tripSave and tripDelete, trip_model.php removed; demo data links trips to sites and onsite tickets; database 3.0.3 adds trip_location_id, trip_ticket_id and trip_created_by with backfill, makes trip_miles decimal and renames trip_end_odmeter to trip_end_odometer; CHANGELOG updated
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2026-10-16 19:48:32 -04:00 |
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johnnyq
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3ec52974db
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Calendar modernization: calendar page rebuilt to load only the dates on screen with show or hide toggles for each calendar and for built-in sources (scheduled tickets, project start and due dates, service reviews, recurring tickets, renewals, invoices due), a filter for one agent, quick looks on click, drag to reschedule tickets and events that do not repeat, and a To schedule panel for dragging open unscheduled tickets onto the calendar; events get a shared add/edit form with repeats every N days/weeks/months/years with an optional end date and single skipped occurrences, a client site, location or meeting link, agents, client contacts and guest emails as attendees, iCalendar invitations with updates and cancellations sent to invited attendees, an event quick look with map and join links, .ics download and resend; each agent gets a personal subscription link for their schedule (their own or the whole team, busy only option, respects role and client access, stops when the account is disabled) with setup help for Google, Outlook, Apple, Nextcloud and Thunderbird; shared calendar feeds and invites now publish timed events with TZID and VTIMEZONE so repeating events keep their time across DST, with INTERVAL, UNTIL and EXDATE support; managing calendars is limited to admins; ticket schedule logic moved into functions/ticket.php and shared with the calendar, the schedule dialog shows the assigned agent's day, and ticket visit calendar files are rebuilt without zapcal as one-hour published events; mail queue sends invitations and cancellations as a text/calendar part and other calendar files as invite.ics; dashboard schedule shows only events the agent is on or added, client overview Coming up and client sidebar count use upcoming events, sites and contacts get New event shortcuts, demo data uses repeating events and attendees; database update 2.8.8 adds event repeat interval, until, skip, sequence and created by, attendee user and invited at, user_calendar_feeds, and widens email_queue.email_cal_str to text
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2026-10-15 19:17:17 -04:00 |
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johnnyq
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64d938db7f
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Tickets modernization: list redesign with Open/Mine/Unassigned/Needs reply/Waiting/Overdue/Scheduled/Closed/All views, whose-move indicator, SLA and due badges, in-row status/priority/agent pickers, collapsible filters and phone layout; kanban board redesign with drag-to-resolve/reopen rules and dark mode; new ticket quick look modal; New Ticket modal with asset/contact prefill and already-open warning; Edit Ticket modal rework; recurring tickets list rework with pause/resume, raise now, plain-language schedules, next-run preview and bulk actions, cron skips paused and raises missed runs once; shared ticket tables on asset/contact/location/vendor/project pages; Also open card on ticket detail; portal waiting-on-your-reply status; merge limited to same client; closed tickets no longer editable from modals or API; consistent access checks across ticket modals, post handlers and ajax endpoints; new functions/ticket.php helpers; removed recurring_ticket_model.php; DB 2.8.5 adds recurring_ticket_paused_at and cleans orphaned recurring ticket rows
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2026-10-15 15:29:10 -04:00 |
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