Commit Graph

5922 Commits

Author SHA1 Message Date
johnnyq 3e7d7f3801 Make Client Portal Dashboard Cards Linkable, added upaid invoices with ui for option to enter card manually, pay with saved card or pay entire balance 2025-07-15 18:23:20 -04:00
johnnyq 184aba4de4 Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
johnnyq dd482b246f Use getFallBack function on MAC Address if no MAC is present show a - placeholder 2025-07-15 13:56:54 -04:00
johnnyq 717e6351e7 Add Option for Mac Address in Additonal Column and allow to filter by MAC 2025-07-15 13:54:25 -04:00
johnnyq c36b1cf50f Added Income Category Filter to Invoices 2025-07-15 13:34:05 -04:00
johnnyq 896da66caf Remove the Archive button from invoices as we dont archive invoices 2025-07-15 13:26:13 -04:00
johnnyq f72b7763c1 Added Bulk Actions to Invoices Assign Income Category 2025-07-15 13:24:28 -04:00
johnnyq 46c4a62046 Converted add payment to a dropdown under invoice to allow for the standard manaual add payment and to pay with a saved card or by entering a card manully 2025-07-14 17:36:03 -04:00
wrongecho da3a1d2ce4 Allow linking closed tickets to a project 2025-07-14 15:13:36 +01:00
johnnyq 35d6b51770 use table-sm for tickets to reduce padding and margin and remove ticket_compact_view 2025-07-10 16:11:02 -04:00
johnnyq 35cbfdd736 Rework Categories into a select box for tickets, which now makes it easier to see what category your viewing and one less click as the form auto submits upon selection 2025-07-10 16:04:52 -04:00
johnnyq a7b2522c87 Fix Invoice Link in ticket details when billed 2025-07-09 20:10:08 -04:00
johnnyq fe8baf2ca4 Fix pointer not switch to a finger when hovering over add contact in ticket details 2025-07-09 20:06:22 -04:00
johnnyq 300aef413c Fixed Email Notify not showing for recurring invoice 2025-07-09 19:32:24 -04:00
johnnyq 467c681117 Add Saved Payment Options to recurring invoices and details for agents 2025-07-09 19:23:12 -04:00
johnnyq 31a89c0641 Update Recurring Payment Auto pay in cron 2025-07-09 17:05:56 -04:00
johnnyq 5f94543d9b Add Easy Select Auto Pay option in Client Portal Recurring Invoices, fix guest pay 2025-07-09 15:58:13 -04:00
johnnyq 10fd74b4c4 Remove unused model 2025-07-09 01:46:56 -04:00
johnnyq 9bc705bfa1 Updated Guest pay and Client Add Delete Payments, adjustedsetting saved payment per recurring invoice 2025-07-09 01:45:56 -04:00
johnnyq 307d9892b2 No need for a sql delete on recurring payments when deleting a saved payment method as SQL cascadely deletes the recurring payment if saved payment method is deleted 2025-07-08 14:10:27 -04:00
johnnyq 93f4ea51fd Rework Payment Provider AI Provider Tables and logic add cascading deletes 2025-07-08 14:07:10 -04:00
johnnyq a6f83493f8 Fix Payment Method Additons in setup 2025-07-07 23:22:35 -04:00
johnnyq 7e17fdf851 Add new UI for Saved Payments for payment providers 2025-07-07 18:25:23 -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
wrongecho 7c558ff842 Add location create endpoint 2025-07-07 13:47:17 +01:00
johnnyq a011dc4dea POST code for AI and Payment Providers 2025-07-06 17:01:28 -04:00
johnnyq fa9acef279 Fixed IMAP test button with error details 2025-07-06 12:47:26 -04:00
johnnyq ed0936059b Convert new lines to brs for contact notes 2025-07-06 11:50:12 -04:00
johnnyq 77597fd7a9 Update wording on Add Payment Processing, we plan on using the income/expense account to be named after provider name and category be processing fees and the vendor named after the provider name if payment processing expense is enabled 2025-07-04 18:07:59 -04:00
johnnyq 8d1bf3d245 UI add modal and listing work on Payment Providers 2025-07-04 17:48:54 -04:00
johnnyq e7503e8f55 Initial DB work to Generalize Payment Providers, allow multiple payment providers and client payment methods, also to move payment methods to its own table instead of in categories, started work on ai provider ui models 2025-07-04 16:52:30 -04:00
johnnyq 9b6be66623 Initial work on Adding Payment Methods for Online Payments in Client on Agent Side and initial work on AI Providers with multiple model support assigned to various sections and custom prompts 2025-07-04 15:42:26 -04:00
johnnyq 6bc7862232 UI Dashb oard resize some Dashboard cards 2025-07-03 18:14:20 -04:00
Johnny 69a8a9246d
Merge pull request #1226 from MydsiIversen/Document-enhancement-clientside
Enhanced the document function on the client side
2025-07-03 17:42:24 -04:00
johnnyq b87b801b04 Fix broken Table header Link buttons in contact details 2025-07-03 16:24:51 -04:00
johnnyq dba04a407a Fix Table Header Link Buttons in Asset Details 2025-07-03 16:19:55 -04:00
johnnyq e281a39512 Add title Icon for Bulk Set Status 2025-07-03 16:08:15 -04:00
johnnyq e0364183e2 Disable Certain Bulk Actions that are directly related to a client in client overview section instead are shown in the client section 2025-07-03 16:03:57 -04:00
Johnny 6af61cbb3c
Merge pull request #1225 from itflow-org/bulk-assign-phyloc
Add physical location modal - not working
2025-07-03 15:11:42 -04:00
johnnyq 67dc012caa Small wording hints on file uploads instead of upload File its just upload and added the title of the upload modal from upload files to upload file(s) 2025-07-03 14:44:30 -04:00
johnnyq 8753655c9c Do not allow client portal logins with Contact users of a client that is archived 2025-07-03 14:18:14 -04:00
wrongecho 873dc1f76d Fix contact location if not provided in api call 2025-07-01 11:50:20 +01:00
wrongecho d781130b49 Merge branch 'develop' of https://github.com/itflow-org/itflow into develop 2025-07-01 10:52:05 +01:00
wrongecho effbf241e6 Fix default rate and net terms if not provided in api call 2025-07-01 10:51:56 +01:00
Mads Iversen 396a67b198 - Enhanced the document retrieval process by including the document description in the SQL query.
- Implemented file upload capabilities, allowing users to attach files to documents with support for various formats (PDF, Word, text).
- Created modals for adding new documents and uploading files, improving user experience.
- Added functions for formatting file sizes and retrieving appropriate icons based on file extensions.
- Updated the document display logic to handle attached files, providing inline previews for PDFs and images.
2025-06-30 14:41:12 +02:00
Marcus Hill 1939e06a24 Start using the new modal when creating tickets. This allows us to select both the client and contact, along with a client-specific asset, location and vendor 2025-06-28 17:56:55 +01:00
Marcus Hill 3f21e73b2e Comment ticket collabs, still broken 2025-06-28 15:55:13 +01:00
Marcus Hill bc9529c488 Client Portal - Allow client choose asset during ticket creation 2025-06-28 15:49:17 +01:00
Marcus Hill 19af05ebee Client Portal - Add company logo to header banner 2025-06-28 14:28:25 +01:00
Marcus Hill eb11e5b2f8 Bugfix: Company logo not being removed properly from db 2025-06-28 14:27:51 +01:00