Commit Graph

23 Commits

Author SHA1 Message Date
johnnyq
06668d5004 Get started: Do it later and Skip all at the top while a step is still to do - Do it later goes to the dashboard and leaves Finish setting up there, Skip all asks first then skips every step (done ones too, so one that comes undone stays off the dashboard), goes to the dashboard and is logged with what was left to do; Go to ITFlow once every step is done or skipped; the footer's Don't show it on the dashboard removed (the dashboard card's x still dismisses); setup_cli.php --skip-get-started leaves Get started in Admin instead of opening it on first sign-in or showing it on the dashboard; CHANGELOG updated 2026-10-27 11:53:27 -04:00
johnnyq
211c24ac48 Setup wizard stage 3: make Finish list what to know before signing in and what to do after (HTTPS, the backup key with a copy button, the email link address, the cron line, mail, backups, starter content and the team) with telemetry off unless switched on and showing what it sends, restore a backup by drag and drop with upload progress and a done page and point oversized files at the command line, rework scripts/setup_cli.php to share the wizard's checks and install code, ask again on wrong answers, suggest region settings, end with the backup key and crontab line, honour --non-interactive and add --phone-country-code, --tax-id, --share-telemetry and --comments, and stop apostrophes in names and passwords with spaces breaking the command-line install 2026-10-20 11:25:50 -04:00
johnnyq
e7389a60be Accounts and transactions: each account gets a kind (checking, savings, credit card, cash, payment processor, other) with its own icon, and a credit card's balance reads as owed on the accounts page, its ledger, the dashboard and every account picker; the accounts page has cards for what the accounts hold, what is owed on cards and money in and out this month against the same days of last month with transfers left out, and each row shows its description, defaults, kind, currency, balance with opening balance, this month's in and out and latest line, with Pay the Card or Transfer from it, Archive once empty, an Archived pill with Restore, and Delete only for an account never used; New Account and Edit share one form with an editable opening balance that is logged, the currency locked once money is on the account, and every field checked; Transactions is rebuilt as each account's ledger with an account switcher or every account, In and Out columns, the running balance for one account, pills for money in, money out and transfers, category, client, kind, method and amount filters, search, footer totals and an export taking the same filters with Account, Who or What, Client, In and Out columns; Transfers fold into the Transfers pill of Transactions with the menu link and old transfers.php links kept, New Transfer, Pay the Card and Edit share one checked form with a Swap button that keeps both sides in step and takes the from account's currency, a transfer into a card is a card payment, and a new transfer quick look has Edit and Delete; archive and delete rules are enforced in the handlers, editing a transfer no longer takes the expense and revenue ids from the form, transfer legs record who entered them, and one balance rule leaving out archived rows is used everywhere; new functions/accounts.php and agent/modals/transfer/transfer.php, account_form.php and transfer_form.php, transfer_model.php removed; database 3.0.7 sets each account's kind from its name; demo data adds a Business Visa paid off monthly from Operating Checking; CHANGELOG updated 2026-10-16 22:26:45 -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
c30c12674a Sync DB Seed data between setup and setup cli 2026-08-03 22:41:31 -04:00
johnnyq
a27019511e Remove unused overdue invoice setting move master cron switch out of notificaiton and into cron 2026-08-02 17:22:28 -04:00
johnnyq
fc5cdeea82 Add UI Elements for Asset Notes similar to contact notes 2026-07-29 14:13:55 -04:00
johnnyq
63ad3256ee CLI Setup: Add repo_branch option defaults to master 2026-06-24 13:18:01 -04:00
johnnyq
78971d1ccb Setup cli: add categories to mimic setup web ui 2026-04-04 18:09:29 -04:00
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
a6f83493f8 Fix Payment Method Additons in setup 2025-07-07 23:22:35 -04:00
johnnyq
c76da10747 Add Payment Method to UI and switch Add Payment modals to use the new table 2025-07-07 16:37:51 -04:00
johnnyq
6a26b611fa Remove Phone Masking option in favor of Country Codes 2025-03-26 11:10:51 -04:00
johnnyq
c7f4e48a27 A Few more places to update recurring invoice vars 2025-03-11 22:38:13 -04:00
johnnyq
07c8398e0d Update user_roles naming in setup and setup_cli 2025-03-10 18:06:47 -04:00
johnnyq
aa87a11f12 Removed setup from the cron script wording 2025-01-29 15:59:21 -05:00
johnnyq
87e1371318 Move app_version.php and database_version.php to includes folder update all assocoiated links, remove 2 legacy php files maintence and legacy_debug 2025-01-24 21:25:04 -05:00
wrongecho
43ccf8a026 config.php has to be written to parent dir 2025-01-02 21:55:25 +00:00
wrongecho
b0a960547c config.php has to be written to parent dir 2025-01-02 21:43:23 +00:00
wrongecho
a529eca414 db.sql also needs to be called from the parent directory 2025-01-02 21:37:10 +00:00
wrongecho
7ebac0a674 Sonar recommendations 2025-01-02 21:30:18 +00:00
wrongecho
50371558c6 Adjust cron/cli scripts in subdir to load required scripts from parent 2025-01-02 21:27:14 +00:00
wrongecho
bf53d5b0fe Also move setup and update cli to scripts folder for better organisation 2024-12-31 11:49:48 +00:00