johnnyq
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3ee183a09a
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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
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2026-10-18 19:47:57 -04:00 |
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johnnyq
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9fdc2f7032
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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
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2026-10-18 15:37:03 -04:00 |
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johnnyq
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af51c4316f
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Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present
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2026-07-24 13:40:37 -04:00 |
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johnnyq
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b8873039a4
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Rename Functions: flash_alert, sanitizeFilename and display_folder_options using camelCase instead to match other custom php functions
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2026-07-14 17:41:41 -04:00 |
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johnnyq
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f1836c70cd
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Replace Function logAction() with logAudit()
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2026-07-14 17:35:23 -04:00 |
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johnnyq
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b57ddc0e5c
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Replace Function sanitizeInput() with just escapeSql() and update all instances throughout
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2026-07-14 17:17:50 -04:00 |
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johnnyq
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918b40afbe
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Add missing CSRF Checks in admin area and settings
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2026-03-02 22:15:36 -05:00 |
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johnnyq
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155b8598ff
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Introduce cleanupUnusedImages function to delete referenced files that have been deleted when editing content which as been added to document template edit. Did not do this for documents as they are versioned and images will remain until the document is fully deleted
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2025-11-23 15:36:11 -05:00 |
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johnnyq
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a99b19a1b5
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Update add and edit Document template to extract base64 images and place them into files instead also delete the document_template/document_template_id folder when deleting a document template
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2025-11-23 15:09:03 -05:00 |
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johnnyq
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fae7e76721
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Remove logging comments as its implied in admin also if returning 1 field for logging use getFieldById Function
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2025-08-01 18:08:02 -04:00 |
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johnnyq
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012b0f1a77
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Update Admin posts to use new functions flash_alert and getFieldById which greatly cleans up and reduces the code also removed logging comments as implied by the function logAction
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2025-08-01 17:21:35 -04:00 |
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johnnyq
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d2dac1915d
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Update admin, user, guest and client post to use new redirect function
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2025-08-01 15:25:52 -04:00 |
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johnnyq
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0494bfc1cf
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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
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2025-07-28 13:32:28 -04:00 |
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