11 Commits

Author	SHA1	Message	Date
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	59e75764f8	Empty states: one shared empty state on every list page, drawn by includes/inc_empty_state.php from each page's $empty_state through the new emptyStateHtml() in functions/format.php - a grey round tile with the list's icon, a title, a line on what goes there and the page's own New and Import buttons when nothing has been added, No X match with a Clear filters button that keeps the client, archived and the current tab when a search or filters leave nothing, Nothing in {tab} with the tab's description for an empty pill and a tick for pills that flag trouble, and No archived X for an empty archive; pills count as views rather than filters; replaces the pages' own empty blocks so a filtered-to-nothing list no longer shows two messages; files, notifications and racks use it in their own layouts; adds emptyStateFiltered(), emptyStateClearUrl() and emptyStatePill() and the .itflow-empty-state styles; changelog updated	2026-10-17 00:47:32 -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	49106e2a80	UI fixes: confirm irreversible actions, keep reply drafts guarded, re-enable CSP on portal recurring invoices ... - Add confirm-link to 14 one-click delete/disable links (asset, contact, files, templates, logo, MFA, calendar event, disable user, cancel schedule) - confirm_modal.js treats btn-danger / btn-outline-danger as destructive - Replace per-editor window.onbeforeunload with one guard over all editors - New js/autosubmit.js replaces inline onchange in the portal; CSP back on recurring_invoices.php - Fix blank user name in disable_user audit log	2026-10-08 16:47:12 -04:00
johnnyq	d98b8bc427	Add ps-3 to table columns that don't have a checkbox and made sure all table listings conform	2026-08-29 19:45:28 -04:00
johnnyq	6df101c217	Css fixes	2026-08-16 22:25:05 -04:00
johnnyq	a084e37c39	Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5	2026-08-14 13:22:11 -04:00
johnnyq	b8c9d5b4cf	Query Optimization: Select only needed columns instead of SELECT * on looped queries	2026-08-06 12:59:43 -04:00
johnnyq	b3f959ac55	Use Short echo tags across the code	2026-07-28 18:47:52 -04:00
johnnyq	38a042d435	Remove _details and use singular filename for certain objects	2026-07-15 00:12:27 -04:00