34 Commits

Author	SHA1	Message	Date
johnnyq	cd565b73c7	Taxes stage 2: Tax Collected report rebuilt for filing with an Invoiced basis (each sent invoice in the month of its date) or Paid basis (each payment carrying its share of its invoice), tax by part of each rate with registration numbers so a state's and a county's parts count apart and parts named alike add up in one row, sales before tax and net of discounts split into taxable, exempt and non-taxable, tax paid on purchases by part and net tax collected less paid, exempt sales by client with certificate and expiry, quarterly or monthly with a chart and CSV export of the tax table or the exempt sales, archived payments left out; expenses and recurring expenses record the tax included in them with a rate worked out from the amount as typed or typed over from the receipt, a tax amount with no rate allowed, refunds giving their tax back, recurring expenses copying it to each expense recorded, vendor defaults filling it in, and the list and quick looks showing it; exports gain invoice subtotal, discount, tax and tax by part, quote and recurring invoice tax, expense before tax, tax and tax rate, and client tax rate and exemption columns; API adds a taxes read endpoint with each rate's parts, subtotal, tax, tax by part and registration numbers on invoice and quote reads, and each line's rate on invoice item reads; Admin > Taxes explains naming parts alike and links the report; demo data names Allegheny County's state part PA Sales Tax and taxes the company's own-use purchases; removes the unused getMonthlyTax and getQuarterlyTax; database 3.1.2 adds expense and recurring expense tax rate and amount; changelog updated	2026-10-17 13:27:53 -04:00
johnnyq	afaaa5fc32	Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated	2026-10-17 13:00:54 -04:00
johnnyq	775edc53d8	Products makeover stage 1: products and services with cost and margin, the vendor they are bought from with its part number, internal notes and default billing of one time, monthly, quarterly or yearly per user or per device that fills in Billed on quotes and Counted on recurring invoices, a per-product Track stock switch so only tracked items move stock and refuse to be invoiced past the shelf while untracked ones are ordered as needed, rebuilt Products list with what catalog lines bring in each month on recurring, sales over 90 days with the top seller and stock value at cost, tabs for Services, Products, Recurring and Stocked, a vendor filter and part number search, a new product page with price, margin, 12 month sales, monthly recurring, stock with recent moves, recurring invoices, open quotes, invoices and history tabs, inline notes and Copy, one New and Edit window with live margin, rebuilt Add Stock, import by column heading with update by code for price lists, export with cost, margin, billing, vendor, part number and stock, agent-only margin on invoices, quotes and recurring invoices, a Products tab on our vendors' pages, search results opening the product page, billing defaults in the starter catalog and costs and vendors in the demo data. Fixes bulk Restore of archived products doing nothing, deleted products leaving stock behind, Add Stock recording zero units or a missing expense, and a backslash before an apostrophe in agent names in billing history. Adds DB 2.9.4 with product cost, vendor, part number, notes, frequency, seat source and track stock set for products with stock history plus product keys on line and stock tables, functions/products.php with productSave() as the one write path, productUsage() and billingMargin(), agent/product.php, a shared product_form.php, copy_product and product_set_notes handlers, removes product_model.php, and updates the 26.11 changelog	2026-10-16 15:23:05 -04:00
johnnyq	fee0a5cb80	Invoices, quotes and recurring invoices makeover stage 1: one shared document page for all three with inline line editing (product pick, live line totals, drag to reorder, lines locked once paid or answered), shared New/Edit form, late recurring invoices offer to skip to the next date without billing missed runs, Add Payment shows remaining balance and account balances, Batch Payment lists the invoices it will pay, Add Tickets takes several at once, new PDF layout for invoices, quotes and packing slips with pay/answer QR codes and paid/answered stamps, Letter or A4 by country, guest invoice Pay Now with other open invoices, guest quote Accept/Decline then signed copy or PO upload. Line amounts rounded to the cent on save, expired quotes can no longer be accepted from the link, Batch Payment skips non-billable invoices, recurring list creation-date filter removed. Fixes discount reset to zero on invoice/quote edit, stock not moving on invoice item quantity change, invoice status not updating on payment edit, autopay left behind on recurring invoice delete. Consolidates line items, totals, statuses and PDFs into functions/billing.php, includes/billing_paper.php, agent/post/billing.php and functions/billing_pdf.php with a single billing_items_order ajax reorder; removes the three item edit modals, link_invoice_to_ticket, guest_quote_upload_file_modal.php and js/product_autocomplete.js	2026-10-16 12:37:50 -04:00
johnnyq	3ec52974db	Calendar modernization: calendar page rebuilt to load only the dates on screen with show or hide toggles for each calendar and for built-in sources (scheduled tickets, project start and due dates, service reviews, recurring tickets, renewals, invoices due), a filter for one agent, quick looks on click, drag to reschedule tickets and events that do not repeat, and a To schedule panel for dragging open unscheduled tickets onto the calendar; events get a shared add/edit form with repeats every N days/weeks/months/years with an optional end date and single skipped occurrences, a client site, location or meeting link, agents, client contacts and guest emails as attendees, iCalendar invitations with updates and cancellations sent to invited attendees, an event quick look with map and join links, .ics download and resend; each agent gets a personal subscription link for their schedule (their own or the whole team, busy only option, respects role and client access, stops when the account is disabled) with setup help for Google, Outlook, Apple, Nextcloud and Thunderbird; shared calendar feeds and invites now publish timed events with TZID and VTIMEZONE so repeating events keep their time across DST, with INTERVAL, UNTIL and EXDATE support; managing calendars is limited to admins; ticket schedule logic moved into functions/ticket.php and shared with the calendar, the schedule dialog shows the assigned agent's day, and ticket visit calendar files are rebuilt without zapcal as one-hour published events; mail queue sends invitations and cancellations as a text/calendar part and other calendar files as invite.ics; dashboard schedule shows only events the agent is on or added, client overview Coming up and client sidebar count use upcoming events, sites and contacts get New event shortcuts, demo data uses repeating events and attendees; database update 2.8.8 adds event repeat interval, until, skip, sequence and created by, attendee user and invited at, user_calendar_feeds, and widens email_queue.email_cal_str to text	2026-10-15 19:17:17 -04:00
johnnyq	40ca4a6e6c	Add optional agent user limit set in config.php ($config_agent_user_limit, unset or 0 = unlimited): blocks adding, activating or restoring agent users once the limit is reached, and shows X of Y agent users on the Users page with New User disabled at the limit	2026-10-13 15:34:10 -04:00
johnnyq	e7015d1595	Fix undefined item name when selecting from product list in quote or recurring invoice	2026-09-03 18:35:46 -04:00
johnnyq	a0fe18fff1	Fix Tax Summary double counting tax on partially paid invoices	2026-09-03 13:12:31 -04:00
johnnyq	86ba041cdc	Add Quick Send Quote / Invoice to replicate the old single click to Send Email	2026-08-28 14:40:25 -04:00
johnnyq	68b15ca49b	Email Invoice Only shows Billing and Primary, Quote shows Important Billing, Primary and Technical contacts that can be selected	2026-08-28 13:43:51 -04:00
johnnyq	72e6f23e19	Send Email and Mark Sent modals for invoices and quotes (db 2.7.7) ... Send Email opens a contact picker instead of hardcoding the primary contact; Mark Sent asks how it went out and takes a note. Both log recipients / method / note to the document history. Handlers moved GET -> POST. Fixes two pre-existing bugs in the email path: archived contacts were still receiving billing copies, and every copy was addressed to the primary contact by name.	2026-08-28 13:31:22 -04:00
johnnyq	069f587c1d	Implemented Check for updates which removs the last shell exec from web ui, and reimplemented db_update switch to update_cli.php	2026-08-26 23:38:23 -04:00
johnnyq	51c925522c	Remove thr web updater this is now either queued from the web or ran from the shell to update	2026-08-26 22:53:29 -04:00
johnnyq	6af0634f47	Ticket SLA: Fix on hold to pause only after first reply, show resolved closed and onhold as fixed on paused sla in the list	2026-08-15 19:55:40 -04:00
johnnyq	4c4c172f59	Feature: queued Updates which now eliminates the need for shell_exec from the webui, but if enabled you can still update from the webui the old way too	2026-08-15 16:41:42 -04:00
johnnyq	2375e69f2d	Update badge classes to bg	2026-08-15 13:00:41 -04:00
johnnyq	04991a0d79	Fix ticket schedule cancellation never cancelling the calendar event	2026-08-08 13:00:01 -04:00
johnnyq	db96766ab0	Fix Error on Scheduling Tickets, Fixed Zapcal Path	2026-08-07 12:44:56 -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	6b5be0f881	Rework Update UI and fix banch	2026-08-02 18:07:24 -04:00
johnnyq	23a09f54fc	Reworked getFieldById to remove escaping and and reworked everything that uses the function to also escape, was causing double escaping in many places this standardizes the function	2026-08-01 15:33:48 -04:00
johnnyq	75028ba09a	Fix some Ticket History gaps	2026-08-01 14:33:37 -04:00
johnnyq	2395a3ee16	Phase 2 of ticket attachements by agents	2026-07-29 18:10:34 -04:00
johnnyq	e74307eaea	Feature: Add Dynamic Task editing in add ticket and add recurring ticket, recurring tickets now have their own task table as well	2026-07-29 17:48:41 -04:00
johnnyq	bc64c9e3d1	Feature: Abiliry to assign Ticket Templates to Recurring Tickets	2026-07-29 15:55:14 -04:00
johnnyq	7ccdc942fe	Bump imapEngine from v1.25.2 to v1.25.3	2026-07-23 00:59:07 -04:00
johnnyq	ee7ef71855	Correct plugins to libs path for zapCal library in functions	2026-07-14 18:15:32 -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	b8873039a4	Rename Functions: flash_alert, sanitizeFilename and display_folder_options using camelCase instead to match other custom php functions	2026-07-14 17:41:41 -04:00
johnnyq	29a0b3ead8	Replace Function fetchUpdates() with checkForUpdates()	2026-07-14 17:31:54 -04:00
johnnyq	b57ddc0e5c	Replace Function sanitizeInput() with just escapeSql() and update all instances throughout	2026-07-14 17:17:50 -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	a2a96f9752	Removed unused legacy functions and split the functions into their own file and use function.php to call them	2026-07-14 16:32:45 -04:00