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Author	SHA1	Message	Date
johnnyq	3ff116f0d3	Database updates: keep junk values from stopping the 26.11 update - 3.0.3 sets trip miles of a billion or more to 0 before trip_miles becomes decimal(10,1), 3.1.1 sets tax rates of 100,000% or more to 0 before tax_percent becomes decimal(9,4), and 3.5.0 leaves out a client rate of 100,000,000 or more when making Standard terms and skips clients already given them by a run that stopped part way, so an update that failed at any of these resumes cleanly when run again	2026-10-29 13:45:59 -04:00
johnnyq	e6382145ef	Bump ITFlow Version	2026-10-29 11:57:18 -04:00
johnnyq	8e24607a0a	Contracts: refuse impossible dates (2026-02-30) when adding, editing, activating, renewing, cancelling or starting from a template instead of failing on save; keep each term to the day of the month it started on or the last day of a shorter month so month-end contracts no longer drift (PHP, nightly renewal, the Renew window, templates, Standard terms and contract_form.js); withdraw signing requests still waiting on the client or a countersignature when a contract is cancelled, when it ends nightly or when its client is archived (singly or in bulk), and refuse signing or countersigning on ended, cancelled or archived-client contracts through the link, the portal and Countersign; leave archived clients' contracts alone nightly (no renewing, ending or reminders), keep them out of the all-clients list, Due soon and the side menu count, and refuse sending them to sign; count a self-renewing contract as due soon and remind about it only when its notice date falls within its term, so Standard terms and monthly contracts with 30 days' notice no longer remind every term; keep drawing and adding prepaid hours on a cancelled contract until its last day; refuse deleting a contract once tickets drew on its prepaid hours or it was signed by both, showing why in place of Delete; changelog updated	2026-10-28 23:51:45 -04:00
johnnyq	3c996a0b4b	Add agent mentions in ticket internal notes: typing @ in an internal note (reply box and Edit reply) offers the agents who can open the ticket by role and client access, each mention is saved with the agent's current name and told in ITFlow with a link to the note and by email from the ticket mailbox, the ticket shows Mentions you with the name highlighted, a Mentioned me view on the tickets list and board lists open tickets with a note that mentions you, edits tell only newly added agents and drop removed ones, redacting and archiving take mentions off, mentions in public notes, email replies and bulk replies stay plain text and tell nobody, database 3.5.3 adds ticket_reply_mentions, and the Mentioned in a note email is added to Mail Previews	2026-10-28 14:19:15 -04:00
johnnyq	8487416912	Add client onboarding: Onboard a client under New Client's arrow and in the client menu (also on a lead's row, a lead's Edit window and Get started's first client step) walks through the company, locations, people with portal access, the agreement from a contract template optionally sent to sign, billing with the agreement's recurring invoice (paused while out to sign), IT basics with domains and vendors and licenses from templates, and a kickoff project from a project template, each step saving as it goes with Skip for now and ticking itself off from what the client already has, a Finish onboarding card on the client overview until finished or closed, steps following the agent's role and enabled modules, database 3.5.2 adds client_onboardings, contractFromTemplateAdd() takes a status so a contract can start as a draft, and the audit log gets an Onboard action	2026-10-28 02:09:45 -04:00
johnnyq	568a907ff9	Add agent invites: New User now emails an invite by default so the agent chooses their own password on the new join.php page, and Set a password now stays as the other option with the email that contained the password removed; database 3.5.1 adds user_invites with only a hash of the link's token kept and the vault master key locked under that token until it is accepted, cancelled or runs out; new functions/user_invite.php; adds the Invited view to Users with Send again, Get the link (shown once, also used when mail is not set up) and Cancel invite; waiting invites count toward the agent user limit and a role with waiting invites cannot be archived; the Get started team step invites when mail is set up; the quick look shows whose invite an agent joined from; replaces the new account email preview with the invite email; the nightly job clears invites cancelled or run out more than 90 days ago; adds userAvatarStore(); updates the changelog	2026-10-28 01:16:49 -04:00
johnnyq	33b13206a5	Contracts from the client: New Client and Edit Client can start a contract from a template on the Billing tab, active from a picked day with the template's terms, the primary contact and the agent looking after it; the clients list gets a sortable Contract column showing the contract in force with its renewal and how many more are in force, or None with the next or draft contract or Start a contract, a Contract filter for one in force, none in force or one from a template, and a Start Contract bulk action; changelog updated	2026-10-27 23:39:30 -04:00
johnnyq	b4105b45bf	Clients list shows the hourly rate each client is billed at - its contract's, else the default marked (default), or its own before the 3.5.0 update; Admin > Contract Templates shows what a template leaves empty as the default for its rate, net terms and each priority's SLA, and Due on receipt for net terms of 0; changelog updated	2026-10-27 23:11:05 -04:00
johnnyq	1e5bffff3c	Rates, net terms and SLAs come from the client's contract, else the instance defaults: database 3.5.0 adds a default after-hours rate (Settings > Defaults, now Rates and terms), gives each client whose own rate, net terms or SLAs differ from the defaults an active Standard terms contract setting just those (12-month term renewing itself, starting the day the client was added or the day before its earliest contract, archived with an archived client), deletes per-client SLA assignments and drops clients.client_rate and client_net_terms; time bills at the contract's rate, its after-hours rate or the default after-hours rate, else the default rate, new invoices are due on the contract's net terms else the default, and new tickets get the contract's SLA else the default; a client's own terms still apply until the update runs; the client add and edit windows lose the rate, terms and SLA fields for a note saying what the client is billed on and where it comes from, the Clients list loses Set Hourly Rate and Set Net Terms and shows the contract's rate, the overview's Terms shows the after-hours rate and whether terms are a contract's or the defaults, a contract's page and document show what it leaves empty from another contract in force or the default so signed documents stay unchanged, contract windows show the defaults as placeholders, contract names take a proper possessive; the client import and API create make a Standard terms contract for a rate or terms that aren't the defaults (returning contract_id), API update reports them in not_kept; the client export gives the rates, terms and SLAs as billed; demo data puts each demo client's terms on a contract; changelog updated	2026-10-27 22:22:34 -04:00
johnnyq	954f1e3688	Contract templates: show Contract Templates in the admin menu under Templates when the accounting module is on (its link was still commented out from when contracts were hidden), show the Templates heading when accounting is the only module on, and when there are no templates yet tell an admin on New Contract where to make them; changelog updated	2026-10-27 17:48:21 -04:00
johnnyq	9ba21cf352	Assets: add NAS, UPS, PDU, Modem/ONT and NVR/DVR types from a new registry in functions/asset_type.php that sets each type's icon, tone, group, fields and details; the asset form shows only the fields a type uses (fields that already hold a value stay shown) and adds a Details section per type (CPU/RAM/storage, VM host/vCPUs, switch ports/SFP/PoE/management, NAS drives/capacity/RAID, UPS capacity/output/runtime/outlets/battery dates, PDU kind/outlets/input, modem circuit ID/ISP account, printer, phone, mobile, display, camera and NVR details) stored in a new asset_specs table (database 3.4.9); new or changed port and SFP counts add the missing interfaces, continuing the asset's numbering, skipping Wi-Fi, VLAN and management ports and never deleting any; the asset page and quick look show the details, a server or NAS lists the VMs that run on it, and Assigned and Warranty show only on types that use them; the list gets Servers & NAS and Power tabs, an optional Details column, a UPS battery badge, an Assigned picker only on assigned types, and New buttons named for what they add; nightly UPS Battery Due notifications at 45, 7 and 1 days as a Support notification; copy leaves out per-unit details, Transfer to Client carries details and interface types, export adds per-detail columns, import reads detail columns after the standard twelve (VM hosts by name, resolved after every row is in) and reports values it could not keep, and the API reads and writes asset_specs; racks, client portal, client export, overview, document templates and AI lists group the new types; fix asset import carrying physical location and notes into the next row, saving 0000-00-00 for a missing purchase date and warning on an unknown contact or location, save API and import types in the list's spelling, and keep interface types on transfer; changelog updated	2026-10-27 15:59:03 -04:00
johnnyq	06668d5004	Get started: Do it later and Skip all at the top while a step is still to do - Do it later goes to the dashboard and leaves Finish setting up there, Skip all asks first then skips every step (done ones too, so one that comes undone stays off the dashboard), goes to the dashboard and is logged with what was left to do; Go to ITFlow once every step is done or skipped; the footer's Don't show it on the dashboard removed (the dashboard card's x still dismisses); setup_cli.php --skip-get-started leaves Get started in Admin instead of opening it on first sign-in or showing it on the dashboard; CHANGELOG updated	2026-10-27 11:53:27 -04:00
johnnyq	01fbcda75d	Security sweep 2: API archive, unarchive, resolve and close now check the client named in the call the same as create, update and delete do (every call except read.php and time.php counts as a write); API asset, contact, network and document create/update keep linked contacts, locations, vendors, networks and folders within the record's own client; linking a contact to an asset refuses another client's contact, and unlinking only clears the contact it was linked to; agents limited to certain clients no longer see other clients' names in the asset import template file name, export filter summaries, or the messages from file moves, unlinks, ticket asset removal, bulk project add and bulk interface network; guest quote Accept and Decline post instead of being plain links and check the key with hash_equals; exports that match nothing say so instead of showing a blank page; about 30 handlers now stop with 'no longer exists' when their record was just deleted, instead of showing warnings or an error page and writing history for a record that is gone; restore_contact_note reads its own id parameter; ticket prefix pattern escaped for the v flag; missing user agent and array key parameters handled; CHANGELOG updated	2026-10-26 19:54:36 -04:00
johnnyq	5dbd497c31	Close pickers when you click into a reply box and give each a Cancel: a click into a TinyMCE editor or any other iframe now closes the canned response list, select panels, quick picks, the tag picker, Bootstrap menus and date pickers (itflowDismissPopups() and the itflow:dismiss event), select and quick pick panels show their heading with Cancel on a desktop too (Done on multi selects), and the canned response list has Cancel beside its search, which puts you back in the reply	2026-10-26 16:33:35 -04:00
johnnyq	6e03857c6c	Show whether each ticket reply was emailed and who to: replies are marked Email reply, Public note or Internal, an email reply lists each recipient with their email's state from the mail queue (sent, waiting, retrying, failed with why, cancelled) and a Mail Queue link for admins, sending says how many it went to or why it didn't go, and editing an emailed reply says the client keeps what was sent; database 3.4.8 adds ticket_replies.ticket_reply_emailed and ticket_reply_emailed_to and email_queue.email_ticket_reply_id, matching the mail queue's update and resolved emails to their replies; bulk reply, bulk resolve and the API record it too	2026-10-26 12:51:28 -04:00
johnnyq	1fd45bcffa	Get started: the standard SLAs set a response time only - Urgent 1 business hour, High 2, Medium 4, Low 8 - with no resolution time, reuse an existing SLA only when it has the same response time and none, and the Support step shows Answered within alone, with Put right within only when an SLA already given has one	2026-10-26 12:19:53 -04:00
johnnyq	91e9792c3c	Give tags a quieter look everywhere they show - the tag's colour as a faint wash, a fine edge and its icon, the name in the page's own text colour, pale colours darkened on white and dark ones lifted in dark mode - on lists, record pages, Admin > Tags, the tag window, global search, the tag picker and every Tags filter, through the one .itflow-tag style, a soft .itflow-select-badge for tag options (tagOptionLook()) and the search tag icon	2026-10-25 15:45:57 -04:00
johnnyq	52df79f8b0	Show each starter content item as it will look under Pick which - a tag as its pill, a category as its chip, a product with its price and billing, with what each is for - and Preview the whole of a ticket, project, document, vendor or license template, canned response or product in a window, the words filled in as it is used marked; Maintenance > Starter Content gets Pick which too, its Add bringing only what is ticked and Will be added following the ticks, sharing admin/includes/starter_content_pick.php, admin/starter_content_preview.php and js/starter_content.js with Get started	2026-10-25 15:04:11 -04:00
johnnyq	6d29583cef	Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content - each pack or picked item by item - and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the starter content loaders take the items to load, the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started	2026-10-25 14:46:02 -04:00
johnnyq	58e502ad38	Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started	2026-10-25 14:28:17 -04:00
johnnyq	0e272910fb	Client portal: invite people by email from a client's Contacts (Invites tab with send again, cancel, search and sorting) or by the primary contact in the portal, several at once with optional names and roles, each joining from the emailed link with their own name, title, phone and password or Microsoft 365 and becoming a contact then, an existing contact with that address being given access instead; self sign-up from Create an account on the sign-in page for addresses at a client's Domains when it is on in Admin > Settings > Client portal and for that client, verified by an emailed link and joining as a plain contact with agents and the primary contact told; the same answer whatever address is entered, per address and per IP limits and a hidden field for bots; nightly clean-up of unused links; six new email previews; new functions/portal_invite.php, client/invite.php, client/join.php and client/signup.php, replacing the unused contact_invite modal; DB 3.4.6 adds portal_invites, client_portal_signup and config_client_portal_signup	2026-10-25 01:07:53 -04:00
johnnyq	77df925981	Contracts stage 4: a contract in force sets the client's SLA for new tickets, the hourly rate with an after-hours rate for tickets opened outside business hours, and net terms for new invoices, the one that started last first and the client's own where it is empty; Unbilled Time bills each ticket at its own rate with one line per rate, and the ticket invoice window, Add Tickets, quote from a ticket, Unbilled Work and Time Detail reports, New Invoice, copy, quote to invoice, the invoice page, client overview and client edit follow it; a recurring invoice made from or linked to a contract is paused while it is a draft, started when it is made active or renewed with missed runs skipped, and paused once when it ends or its cancellation takes effect; new functions/contract_billing.php; fixes agent names double-escaped in the prepaid hours history; DB 3.4.5 adds contract_recurring_invoice_id and contract_recurring_stopped_at and treats a 0.00 contract rate as empty	2026-10-25 01:06:59 -04:00
johnnyq	0f9038b1ed	Contracts stage 3: prepaid hours - hours included each month, and blocks bought with a price, expiry, note and an optional draft invoice; a nightly draw of billable ticket time, oldest ticket first from the hours that run out first, with Draw now and Put back, and a ticket the hours run out on staying in Unbilled Time at the usual rate; Prepaid hours card, a low hours email to the owner, and hours left on the contracts list, client overview, ticket, Unbilled Time and the client portal; [Monthly Hours] placeholder; new functions/contract_hours.php; DB 3.4.4 adds monthly hours and the alert level to contracts and templates, plus contract_blocks and contract_block_uses	2026-10-25 01:06:27 -04:00
johnnyq	d0620067a1	Contracts stage 2: each contract is a document with placeholders ([Client], [Start Date], [Rate], an [SLA] table and more) to preview, print or download as PDF; Send to sign emails a contact or anyone a link to sign with a drawn or typed signature, from the link or the client portal (Billing > Contracts and the home page list of ones waiting); Countersign makes a draft active and emails the PDF signed by both with its signing trail and document fingerprint; Signing card with copy link, send again, withdraw and earlier requests; changing the document while it is out for signature withdraws the request; contract emails in Mail > Previews; new functions/contract_signature.php and functions/contract_pdf.php, guest/guest_view_contract.php, client/contracts.php and client/contract.php; DB 3.4.3 adds contract_signatures and keeps any stored signature as a recorded round	2026-10-25 01:05:42 -04:00
johnnyq	0da515fff5	Contracts stage 1: new Contracts list and page under Billing and the client menu with type, term, start and end, auto renew, notice days, support hours, rates, net terms and an SLA per priority from Admin > SLAs (empty uses the client's own), stat tiles, Active, Due soon, Drafts, Ended and All tabs, search, type and client filters and sorting; New, Copy and Edit from a template with an owner and contact, Make active, Renew and Cancel; nightly renewal or ending and an owner reminder a month before the notice date; client overview attention items and the contract in the Financial row; Contract Templates rebuilt with Template, Cover and Terms tabs, copy, archive and restore; new functions/contract.php; fixes deleting a client that has a contract, a new template's after-hours rate not saving, rates cut to whole amounts, Net 30 saved as 0 and Edit blanking the rates; DB 3.4.2 turns the old response and resolution hours into SLAs and renewal frequency into term and auto renew, and normalises type, status and net terms	2026-10-25 01:05:09 -04:00
johnnyq	185129dd72	Payment Methods: rebuilt Admin > Payment Methods with each method's use (payments, income, expenses) linking to Transactions, when it was last used, In use and Archived tabs, search and sorting; a method is for money in, money out or both and each picker offers only the ones that fit, transfers all of them; renaming carries the new name to every payment, income, expense, recurring expense, reimbursement, transfer, autopay and the defaults; payment and expense defaults set from the list; archive and restore; delete only an unused method, a used one is merged into another; methods records use that are not in the list can be added in one click; one New/Edit window with field icons; new functions/payment_method.php with paymentMethods() moved there from functions/billing.php; fixes a rename splitting records under two names, editing a Stripe payment or one whose method is no longer listed, and duplicate names; DB 3.4.1 adds payment_method_use and payment_method_archived_at	2026-10-25 01:03:16 -04:00
johnnyq	be374e9c2b	Rebuild Admin > Ticket Statuses: list on the standard pattern with In use and Switched off tabs, search, sortable headers, ticket counts linking to the tickets, SLA clock and client-reply columns and drag ordering for the pickers and board; one New/Edit window with badge preview, colour swatches and a description shown on hover across the app; per-status choice of whether a client reply by email or portal moves the ticket back to Open or leaves it; switch off and delete move a status's tickets to a chosen status with ticket history and SLA sync, and clear canned responses that set it; built-in statuses keep their names, stay on and have fixed SLA and reply behaviour enforced server-side; badges use readable text colour; the tickets filter keeps a switched-off status; database 3.4.0 adds ticket_status_description and ticket_status_client_reply; new functions/ticket_status.php	2026-10-24 15:14:10 -04:00
johnnyq	fb9534b0a2	Rebuild Admin > Debug as a system health page: problems and warnings first with what to do and where, key figures along the top, checks by section (ITFlow and database version, updates, cron and jobs, mail queue and email to tickets, backups, PHP version, extensions and limits, HTTPS, certificate, base URL and HTTPS only, folders and disk space, server and clock drift, errors logged), database size, biggest tables and structure compared with db.sql ignoring integer display widths, uploads by folder, and a Copy for support plain-text report without host names, paths or keys; row counts use the database's estimate with a Count exactly option, the uploads scan stops after a few seconds, the certificate is checked against config_base_url instead of the request host, HTTPS counts X-Forwarded-Proto, every query degrades instead of failing when the database is behind the code, and the page no longer closes the database before the footer; new functions/system_health.php	2026-10-24 14:46:01 -04:00
johnnyq	2b401cb405	Custom Links rebuilt: tabs for the agent menu, top bar, client portal, admin menu and reports menu with counts plus All and Archived, search by name, address or description, sortable columns, each link with its icon, description, address and new-tab marker, links whose address can't work flagged; drag into order on a menu's tab or move up and down, new links at the end of their menu in place of the Order number; one add and edit window with a live preview of the link in its menu, an icon picker with search, a description shown on hover and a new-tab switch that follows the address until changed; copy, open, archive, restore and confirmed delete; addresses limited to web addresses, ITFlow pages, mailto, tel and the remote tool schemes asset links allow, with javascript and data refused and old ones drawn as going nowhere; menus read one shared helper, the agent menu's links sit under Tools even without Reports, the admin menu's get a Links heading, new-tab links get a small arrow, links without an icon get the link arrow and every link shows its description on hover; fixes mailto and tel links showing as unsupported in the side menus, the portal menu taking any address, the delete message missing the name and the new-tab tick never showing; edits audit what changed from what to what; adds functions/custom_link.php and js/custom_link_form.js, no database change; changelog	2026-10-24 14:03:40 -04:00
johnnyq	96076d295e	Ticket emails carry the conversation: the new message first, then earlier public replies newest first and the request, as short plain-text excerpts without pictures, cut when long, with the rest counted after four, never internal notes, archived replies or the portal's resolve, reopen and close lines; resolved, closed, work booked, watcher added, assigned to you, client replied and the SLA alerts all carry it, so resolving with the Resolve button or on the board no longer sends an empty Resolved email; the inbox preview line is the start of the message or what happened instead of the number and subject; the new ticket email to a client's colleagues shows what was asked for portal and agent tickets but never an emailed ticket's words, and the emailed-ticket confirmation still doesn't repeat them; the email parser cuts a plain-text reply at the reply line too; adds emailPlainText, ticketEmailHistory, ticketEmailExcerpt and ticketEmailPreview and a history block in emailHtml; changelog	2026-10-24 13:27:48 -04:00
johnnyq	9a793bee98	Guest ticket page rebuilt to match the client portal's ticket: logo, status badge and progress, conversation oldest first with each message's files, details, request details and a Contact us panel; shows when you will reply while the SLA response time is still ahead, work booked on the ticket (onsite with the site's address, or remote) with Add to calendar, and tasks waiting for client approval; Reply by email with the ticket number in the subject when the ticket mailbox is parsed, Reply in the client portal, and Call on Urgent and High tickets; close, reopen and rating are now form posts that act once, reopen restarts the resolution SLA and notifies agents, close stops the SLA clock, and the rating takes Good or Bad only and only once; the link key must match exactly, the page sends no referrer and can't be framed, files come through new guest_ticket_attachment.php with the portal's rules and download logging, never the parsed email; fixes contact photos not showing and the rating custom action never running; adds ticketByGuestKey, ticketGuestPath, ticketScheduleRow and ticketScheduleIcs, which ticketSetSchedule now uses for its calendar file; changelog	2026-10-24 12:55:22 -04:00
johnnyq	359851c876	Security sweep of the 26.11 work: API contact lookup by phone or mobile kept to the key's clients; API credentials refuse a wrong decrypt password instead of saving unreadable usernames and passwords, link credential_vendor_id and credential_software_id, and drop another client's contact or asset; Products Receive window lists expenses only with Financial access and only for clients the agent can open; account ledger, reconcile page and ledger export show lines for clients the agent can't open as Another client with only date, kind and amount, with search and the client filter kept to reachable clients; Tax Collected folds unreachable exempt clients into one line; client-limited agents no longer see other clients' names in the export window client filters, Transfer to Client, company vendor expense lists, My Activity or the New Client duplicate check; Stripe switched off stops guest pay links and saving cards, and the Stripe return never books a payment twice; Admin > Cron job window is admins only; records per page needs the CSRF token and takes only the listed sizes; uploads/canned_responses closed to direct access; Admin > Debug no longer stops at the footer; report export audit log no longer double-escapes names; bulk interface network refuses a deleted network; API assets/update keeps the primary interface IP, MAC and network, tickets/resolve reports success, software/read by name works, clients/create takes the company currency, certificates/create returns its error, clients/archive logs as Client, and the 405 response no longer echoes the method; changelog database step count corrected to sixty	2026-10-23 12:09:07 -04:00
wrongecho	554d9344d3	Change NumberFormatter locale from 'und' to 'en'	2026-10-22 10:56:25 +01:00
johnnyq	26437daa44	AI stage 4: Billing use case falling back to General; Write it with AI on quotes and invoices whose lines can still change - say what it is for and AI picks lines from the product catalog at catalog prices and frequency, labor in quarter hours at the client's rate, and anything else unpriced for the agent to set (AI never sets a price), with a suggested scope, client note and pre-send checks, optionally using the quote's ticket and the client's people, sites and devices (ticket and documentation only with Support); ticked lines added through billing_ai_lines, taxed by kind, scope and note kept on request, lines that can't go on listed; Write it on the ticket Invoice window describes the work done from replies and notes for the client under the usual ticket line, passwords never sent nor written back; new functions/ai_billing.php, ai_billing_draft and ai_ticket_invoice_description endpoints, billing_ai_writer modal, billing_draft and invoice_description features; callAiApi remove mode also strips made-up secret placeholders; changelog	2026-10-20 21:23:52 -04:00
johnnyq	e76fb69928	AI stage 3: AI for clients and documents - Reword becomes a split button with tones (shorter, more formal, friendlier, plain English, organize into headings and lists, spelling and grammar only) and Translate into 30 languages with the last pick remembered, recorded as its own feature; client Briefing on the client overview for the last 30 days, quarter or year covering open work, recurring problems, upcoming renewals and scheduled work, money only for roles with Sales and things to bring up, never credentials or license keys, with Save as a document; Draft it with AI in New Document using what ITFlow knows of the client unless unticked, leaving unknowns in square brackets; Review with AI on a document's page giving a verdict, findings in order of importance and a summary to use, flagging passwords and keys written in it and never sending them, beside Mark reviewed; no database change	2026-10-20 20:20:23 -04:00
johnnyq	808c27a0fc	AI stage 2: AI on tickets - Draft button in the ticket reply editor that writes the next reply from the ticket or from typed notes, for the reply type picked, leaving internal notes out of anything the client reads, with undo; richer ticket summary from the whole ticket with Save as a note, Copy and Again; Triage with AI suggesting a category and priority shown on the ticket to apply in part or dismiss, logged in the ticket history; automatic triage of new email, portal and API tickets with a Settings > Tickets mode of off, suggest or fill in and a new AI Triage cron job; Write up as a document drafting a knowledge base document from a ticket into the New Document form for the client or the company's own client record, linked to the ticket's asset, with passwords and keys left out as [removed]; new ticket features shown by name in AI Usage; database 3.3.9 adds config_ticket_ai_triage and ai_ticket_triage	2026-10-20 18:58:14 -04:00
johnnyq	80cdc4de41	AI stage 1: rebuild AI Providers and AI Models in the standard list pattern with ready-made provider kinds (OpenAI, Anthropic, Azure OpenAI, Gemini, Mistral, Groq, OpenRouter, Ollama, LM Studio, OpenAI-compatible), Test that lists a provider's models, Save anyway for a provider that doesn't answer, a first model offered when adding the first provider, the API key no longer shown, from-to audit lines, and delete confirms that say what goes and what stops; model window with suggested models, use case notes and Try it; new AI Usage page logging each request by feature, user, client, model, tokens, time and failure, with totals, views and filters, pruned with the audit log; passwords, keys, 2FA links and card numbers taken out before sending and put back in the answer, on by default per provider; new Use AI role permission; Reword shown only when set up and allowed, placed first in the toolbar, with its own instructions, undo in one step and a fixed endpoint on admin pages; ticket summary and template drafts purified; Settings overview warns while AI requests keep failing; database 3.3.8 adds provider kind and redact, ai_usage and module_ai	2026-10-20 17:45:00 -04:00
johnnyq	8d3fbcb2ab	Payment Providers stage 3: the providers list shows card payments in the last 30 days with their total and the last payment date, and fees recorded in 30 days with a count of payments whose fee is still to record, flagged once more than two days old; adds Check connection, which reports the Stripe account the saved key belongs to or why it is not connected, and Record fees now, which runs the nightly fee reconciliation on demand through the same shared function the nightly job now uses; Settings > Invoices and billing shows how card payments stand under Paid online, and the Settings overview flags test keys, card payments going into an archived account, and Stripe fees not being recorded, with the Invoices and billing tile showing whether cards are on; overview warnings keep their button beside the text where there is room	2026-10-20 16:17:32 -04:00
johnnyq	7ca39973d0	Payment Providers stage 2: Saved Cards rebuilt in the standard list pattern showing whose card it is, the card brand and last four digits, expiry with expired and soon flags, and the recurring invoices that autopay with it and their next date, flagging an expired card on autopay as one that will be declined; adds All, On autopay and Expired tabs with counts, client and provider filters, search by customer and payment method ID, and sort by expiry; the Payment Providers list links to each provider's cards and autopay; removing a card names the autopay that stops, detaches it at Stripe, records the stopped autopay in each recurring invoice's history and states when Stripe could not be reached	2026-10-20 15:26:22 -04:00
johnnyq	a165189cc3	Payment Providers stage 1: list rebuilt in the standard pattern showing on or off, live or test mode from the keys, where payments go, the card limit, whether fees are recorded, saved cards with autopay and the last card payment; providers can be turned off and on, and delete states the saved cards, autopay and client links that go with it; Add and Edit share one window that no longer shows the secret key and checks the keys, the live and test mode match, the card limit and the fee vendor and category, and checks new keys with Stripe before anything is saved, showing problems beside each field; fees use a single record-fees switch with vendor and category; changes are logged from old to new value with keys logged only as changed; fixes a rejected Stripe key being saved, the empty provider name and PHP warnings on edit, the ignored enable expense switch, and the stale Online Payment path in the account archive message	2026-10-20 14:16:27 -04:00
johnnyq	cd52393138	Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page	2026-10-20 12:56:01 -04:00
johnnyq	23297082ae	Mail queue stage 3: show failed and stuck mail on the Settings overview and Mail tile, a mail queue summary on the Mail Tests tab and a failed-this-week count on the Mail Queue menu item, add Mail Queue to the Ctrl K search for admins, and say where to watch a test email go	2026-10-20 11:35:36 -04:00
johnnyq	0618ecfdd0	Mail queue stage 2: keep why each email failed or who cancelled it in the new email_queue.email_error column (database 3.3.7), written by the worker on every failure path and cleared on send or retry, show and search it on the list, include it in failure alerts and alert when the last retry gives up, and rebuild the email view with its status, reason, recipients, tries, times, attachments, calendar file, Retry now, Cancel and Delete, showing the message in a sandboxed frame	2026-10-20 11:34:57 -04:00
johnnyq	7e2971b610	Mail queue stage 1: rebuild the mail queue list with Waiting, Sending, Retrying, Failed, Sent and Cancelled tabs and counts, a status line per email, a banner when sending is off, cron is off or not running, the job is disabled or mail is waiting too long, and Retry now, Cancel and Delete per email and in bulk applied only where possible, add a Cancelled status, record the failure time for bad addresses, share the retry limits between the page and the worker, and fix the theme favicon reset failing on its audit entry	2026-10-20 11:34:23 -04:00
johnnyq	c20015ab45	Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins	2026-10-20 11:30:27 -04:00
johnnyq	928fc5f10a	Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors	2026-10-20 11:29:58 -04:00
johnnyq	1b0169f421	Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch	2026-10-20 11:29:24 -04:00
johnnyq	211c24ac48	Setup wizard stage 3: make Finish list what to know before signing in and what to do after (HTTPS, the backup key with a copy button, the email link address, the cron line, mail, backups, starter content and the team) with telemetry off unless switched on and showing what it sends, restore a backup by drag and drop with upload progress and a done page and point oversized files at the command line, rework scripts/setup_cli.php to share the wizard's checks and install code, ask again on wrong answers, suggest region settings, end with the backup key and crontab line, honour --non-interactive and add --phone-country-code, --tax-id, --share-telemetry and --comments, and stop apostrophes in names and passwords with spaces breaking the command-line install	2026-10-20 11:25:50 -04:00
johnnyq	88c1471335	Setup wizard stage 2: check the account, company and region steps in the browser and on the server with errors beside each field and typed values kept, confirm the password and preview the avatar and logo, give the company phone its country code and save the website without its scheme, start the region on the country's currency and language, the browser's locale and timezone with a sample of money and dates, keep spaces at either end of a password, and only accept real pictures and listed languages, currencies and timezones	2026-10-20 11:25:10 -04:00
johnnyq	9b95bb6d07	Setup wizard stage 1: rebuild the setup wizard as a centred installer with a step bar and each step in its own file under setup/steps, split checks into required and recommended with fixes and Check again, make the database step explain connection failures, refuse a database that already has tables, create the tables before writing config.php and show its contents when it cannot be written, make each step wait for the one before, show the messages after each step, stop Finish halting on the telemetry reply or landing back on setup from a cached config.php, fix the show-password and copy buttons, and fit the wizard on a phone	2026-10-20 11:24:37 -04:00