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
|
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
|
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
|
8a992039fb
|
Categories stage 1: Admin > Categories rebuilt with the ten kinds in a side nav with counts and what each is for, each category shown as it looks on records (icon or dot in its color, asset statuses as their badge) with its description and what uses it linked to the filtered lists, search, sort by name, most used or order, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete only while unused, bulk merge, archive, restore and delete, drag or Move up and Move down ordering for the ordered kinds, names in use that are not categories listed with Add, one shared category window with live preview, color swatches or none and searchable icons or none, names unique per kind and held to their column length, renaming a kind kept by name carries the new name onto its records, merge moves every reference including budget months folded per month, payment provider fees and the mileage setting, all without touching record updated_at, database 3.1.5 normalizing category colors to #rrggbb and icons to fa-name, seed data in hex, new functions/categories.php, agent + window handler routed through the same validation, note-type icons fixed in pickers, Settings > Defaults payment methods read from Payment Methods, changelog updated
|
2026-10-17 15:22:59 -04:00 |
|
johnnyq
|
69484a8a2e
|
Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options
|
2026-10-13 12:41:29 -04:00 |
|
johnnyq
|
dc6b191eed
|
Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask
|
2026-08-14 17:08:40 -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
|
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
|
7bc47a58fe
|
Replace Function nullable_htmlentities() with just escapeHtml() and update all instances throughout
|
2026-07-14 17:10:45 -04:00 |
|
johnnyq
|
b79a6c390e
|
Move some arrays out of load global settings and into their own entity
|
2026-04-05 12:00:56 -04:00 |
|
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
|
c851e54e1d
|
Fix Decimal not showing on the iphone for specific fields associated to price cost percentage etc
|
2025-11-26 13:54:24 -05:00 |
|
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 |
|