johnnyq
3ee183a09a
Document templates stage 2, filled in from the client: placeholders [Client], [Website], [Site], [Address], [Site Phone], [Contact], [First Name], [Contact Email], [Contact Phone], [Agent], [Date], [Month], [Quarter] and [Year] are filled in across a template's name, summary and content when a document is made, using the client's primary site and contact unless another or none is picked; tables of records [Contacts], [Locations], [Assets], [Servers], [Workstations], [Network Equipment], [Printers], [Networks], [Domains], [Certificates], [Licenses], [Vendors] and [Services] put in the client's current records, as a table on a line of their own (an empty row when there are none) or as names in a sentence, all made safe; any other bracketed word is a fill-in asked for when a document is made, set up on the template page as text, date, list or yes/no, required or with help, renamed along with the template text, reset or removed, and dragged into order, with answers checked by ticketFillInAnswers and blanks left in the document; the template page gets Fill-ins and Filled in from the client cards with each kind of word marked in its own colour, and the editor gets a button for each placeholder and table to insert it at the cursor (js/document_template_form.js); New document for a client and Document from template draw the site and contact pickers and fill-ins once the template and client are picked (agent/ajax.php document_template_asks, agent/js/document_template_make.js) and open larger; copying a template copies its fill-ins; Draft it with AI is told the placeholders and tables; migration 3.2.6 adds document_template_fill_ins; fixed the fill-in add and reset messages showing raw HTML around the bracketed name on document and ticket templates; changelog updated
2026-10-18 19:47:57 -04:00
johnnyq
9fdc2f7032
Document templates stage 1: Admin > Document Templates on the standard list with full search across name, summary and what it says, Active and Archived tabs with counts, sortable Used (documents made from it and for how many clients), Last used and Changed (when and by whom), paging, and a row menu with Edit, New document for a client, Copy, Archive/Restore and Delete; the template page rebuilt on the ticket template page's layout showing what it says made safe with its bracketed words marked and listed as left to fill in, its use and latest documents with their client, who made and last changed it and its images, with New document for a client opening a window that makes one for the client picked and opens it; one shared New/Edit window with icons in front of each field, a summary, and Draft it with AI only when an AI model is set up for documentation; Copy takes copies of its images, Delete takes its image folder and unlinks its documents, and archived templates aren't offered for new documents; migration 3.2.5 adds documents.document_template_id so documents remember their template and its use is counted from the update, and the document page says which template it came from; new functions/document_template.php shared by the admin pages and add_document_from_template, which now takes the template's name and summary when none are given and checks the client exists; the Document from template window shows each template's summary and how often it has been used and can open with one picked, and its Add one in Admin link checks for an admin rather than role id 3; changelog updated
2026-10-18 15:37:03 -04:00
johnnyq
9bfd26d57b
Add titles to icon-only buttons
...
- title on 294 icon-only buttons, named for what each one does
- aria-label on the 7 show-password buttons (title becomes the popover
header) and the portal mobile nav toggle
- Fix dead add-category button on products filter, credential bulk tag
button now preselects Credential, drop duplicate inner-icon titles
2026-10-08 17:12:21 -04:00
johnnyq
a084e37c39
Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
2026-08-14 13:22:11 -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
b3f959ac55
Use Short echo tags across the code
2026-07-28 18:47:52 -04:00
johnnyq
6dbe84dee4
Update admin/ breadcrumbs to match plural file names
2026-07-15 00:48:16 -04:00
johnnyq
38a042d435
Remove _details and use singular filename for certain objects
2026-07-15 00:12:27 -04:00
johnnyq
2181e92e44
Removed valueOrDash Function was able to replace with ?: '-'
2026-07-14 18:13:34 -04:00
johnnyq
746e919aff
Replace Function getFallBack with valueOrDash()
2026-07-14 18:00:12 -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
99218d02ad
Document Templates: UI Enhancement / Cleanup Document templates
2026-03-03 11:16:36 -05:00
johnnyq
918b40afbe
Add missing CSRF Checks in admin area and settings
2026-03-02 22:15:36 -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
56f32a4da2
Finished migrating the last of the admin add modals to ajax-modal
2025-11-05 01:54:49 -05:00
johnnyq
41f957ea3b
Migrated admin modals to modals/ENTITY removed ajax_ and _modal prefixes from file names and use new ajax-modal syntax
2025-08-24 23:50:38 -04:00
johnnyq
9ee76213e1
Update more broken links from file dirextory consolidation
2025-07-29 14:32:43 -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
