Commit Graph

31 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 467c681117 Add Saved Payment Options to recurring invoices and details for agents 2025-07-09 19:23:12 -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
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 8753655c9c Do not allow client portal logins with Contact users of a client that is archived 2025-07-03 14:18:14 -04:00
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 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
johnnyq 5fb1070567 Show your Assigned Assets on the Client Portal Home Page 2025-06-26 18:45:23 -04:00
johnnyq f0bcf975b6 Add Assets to the client Portal viewable by Primary and technical Contacts 2025-06-26 18:18:36 -04:00
johnnyq ffad0cdec9 Fix broken Documents in the Client Portal due to regression with splitting document templates 2025-06-26 16:45:00 -04:00
wrongecho a1b99c46c7 Client Portal - Don't allow tech contacts to edit themselves 2025-06-25 09:44:57 +01:00
johnnyq 674da36cd1 Do Not calculate Non-Billable Invoices towards a clients balance Convert Add Payment Modal to AJAX and add it as an option from the invoice listing page 2025-06-11 17:12:37 -04:00
johnnyq 73da203dbb Added Cards for Account Balance, Recurring Monthly for Billing Contacts and Domains Expiring for Technical Contacts to Client Portal 2025-05-31 17:47:08 -04:00
Marcus Hill 8631c06731 Stripe - Remove the locally stored payment identifiers (expiry/last 4) from the database when the client removes the stripe pm 2025-05-27 19:29:03 +01:00
johnnyq 3d1af05fc2 Updated DB to store Payment details 2025-05-23 15:41:52 -04:00
johnnyq c0f3343412 Client Portal Add Recurrung Invoices with option to Enable or Disable Auto Pay per recurring Invoice if Stripe is enabled and Client has a payment method. Also when removing saved auto payment methods delete all recurring payments for that client that are Stripe method also added this to the admin settings 2025-05-22 17:58:51 -04:00
wrongecho e1f212d30d Start recording ticket source (API, Email, Portal, Agent) 2025-04-28 14:51:38 +01:00
wrongecho c273cab36e Portal - View all ticket bugfix
View all tickets should display the ticket_number rather than the database ID
2025-04-04 14:50:36 +01:00
johnnyq 5b89e3dbee Add Phone Country code in even more places 2025-03-26 14:04:47 -04:00
johnnyq 7150b1545a Moved files check_login.php, get_settings.php, settings_localization_array.php, inc_set_timezone.php into the includes folder, we also moved /client/check_login.php into client/includes/ 2025-03-13 17:55:31 -04:00
Johnny 506783f022
Merge pull request #1167 from itflow-org/portal-custom-links
Allow adding custom links to the client portal nav-bar
2025-02-06 10:33:17 -05:00
wrongecho b147bc46cf Client Portal Tickets - Show category field, tidy the perms check 2025-02-05 10:21:06 +00:00
wrongecho cdc0422d31 Allow adding custom links to the client portal nav-bar 2025-02-04 16:04:44 +00:00
johnnyq 6473a84fb2 Bump plugin stripe-php from 10.5.0 to 16.4.0 and update links 2025-01-25 11:47:58 -05:00
johnnyq e9b011ea90 Update remainder strip lib links 2025-01-24 20:48:27 -05:00
wrongecho a3e94d1171 - Finish updating URLs from /portal to /client
- Add a basic Stripe management page to admin settings to remove cards/reset Stripe customer IDs
2025-01-24 15:08:09 +00:00
wrongecho 6f2ae10e39 Fix portal password reset link (portal -> client) 2025-01-24 09:01:49 +00:00
johnnyq 5f76a7989b Move portal to client and rename and reorganize some client portal files 2025-01-23 17:12:11 -05:00