Commit Graph

5933 Commits

Author SHA1 Message Date
johnnyq 6221fd67e1 Fix recurring expense next run date logic for monthly and annual frequencies 2025-07-23 11:47:31 -04:00
johnnyq 56c7c76ac6 Add option to filter footer 500 records per page 2025-07-22 16:15:09 -04:00
johnnyq a5aae51b1a Fix issue in some of the client overview entities archived will not remain selected after query, fixed issue where clients would not show in overview if in archived 2025-07-22 16:13:04 -04:00
johnnyq 14691fa367 Fix Archived Query for domains to not show archived clients 2025-07-22 15:51:57 -04:00
johnnyq 38b2a94231 Client Overview do not count Archived Clients entities and in services do not show services of archived clients 2025-07-22 15:46:17 -04:00
johnnyq 4c031c8f83 Increase the width for totals on invoices and Quotes PDF Exports 2025-07-21 21:31:39 -04:00
johnnyq b100498dd7 Add Client Bulk Actions: Edit Tags, Referral, Industry, Set Hourly Rate, Send Bulk Email, Archive. Also added restore option to restore a client 2025-07-21 18:27:31 -04:00
johnnyq 50a8e67917 Commented out deleting old Payment Provider Settings from DB until next release 2025-07-21 13:29:29 -04:00
wrongecho dfe0a0b1c7 Add default netid for asset int csv import to prevent errors 2025-07-21 09:18:30 +01:00
wrongecho 52dac2252a Add default purchase date for csv import to prevent error when undefined 2025-07-21 08:11:57 +01:00
johnnyq 5aee84e84f Add Credit card icon to the pay button 2025-07-15 18:27:09 -04:00
johnnyq 3e7d7f3801 Make Client Portal Dashboard Cards Linkable, added upaid invoices with ui for option to enter card manually, pay with saved card or pay entire balance 2025-07-15 18:23:20 -04:00
johnnyq 184aba4de4 Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models 2025-07-15 16:19:23 -04:00
johnnyq dd482b246f Use getFallBack function on MAC Address if no MAC is present show a - placeholder 2025-07-15 13:56:54 -04:00
johnnyq 717e6351e7 Add Option for Mac Address in Additonal Column and allow to filter by MAC 2025-07-15 13:54:25 -04:00
johnnyq c36b1cf50f Added Income Category Filter to Invoices 2025-07-15 13:34:05 -04:00
johnnyq 896da66caf Remove the Archive button from invoices as we dont archive invoices 2025-07-15 13:26:13 -04:00
johnnyq f72b7763c1 Added Bulk Actions to Invoices Assign Income Category 2025-07-15 13:24:28 -04:00
johnnyq 46c4a62046 Converted add payment to a dropdown under invoice to allow for the standard manaual add payment and to pay with a saved card or by entering a card manully 2025-07-14 17:36:03 -04:00
wrongecho da3a1d2ce4 Allow linking closed tickets to a project 2025-07-14 15:13:36 +01:00
johnnyq 35d6b51770 use table-sm for tickets to reduce padding and margin and remove ticket_compact_view 2025-07-10 16:11:02 -04:00
johnnyq 35cbfdd736 Rework Categories into a select box for tickets, which now makes it easier to see what category your viewing and one less click as the form auto submits upon selection 2025-07-10 16:04:52 -04:00
johnnyq a7b2522c87 Fix Invoice Link in ticket details when billed 2025-07-09 20:10:08 -04:00
johnnyq fe8baf2ca4 Fix pointer not switch to a finger when hovering over add contact in ticket details 2025-07-09 20:06:22 -04:00
johnnyq 300aef413c Fixed Email Notify not showing for recurring invoice 2025-07-09 19:32:24 -04:00
johnnyq 467c681117 Add Saved Payment Options to recurring invoices and details for agents 2025-07-09 19:23:12 -04:00
johnnyq 31a89c0641 Update Recurring Payment Auto pay in cron 2025-07-09 17:05:56 -04:00
johnnyq 5f94543d9b Add Easy Select Auto Pay option in Client Portal Recurring Invoices, fix guest pay 2025-07-09 15:58:13 -04:00
johnnyq 10fd74b4c4 Remove unused model 2025-07-09 01:46:56 -04:00
johnnyq 9bc705bfa1 Updated Guest pay and Client Add Delete Payments, adjustedsetting saved payment per recurring invoice 2025-07-09 01:45:56 -04:00
johnnyq 307d9892b2 No need for a sql delete on recurring payments when deleting a saved payment method as SQL cascadely deletes the recurring payment if saved payment method is deleted 2025-07-08 14:10:27 -04:00
johnnyq 93f4ea51fd Rework Payment Provider AI Provider Tables and logic add cascading deletes 2025-07-08 14:07:10 -04:00
johnnyq a6f83493f8 Fix Payment Method Additons in setup 2025-07-07 23:22:35 -04:00
johnnyq 7e17fdf851 Add new UI for Saved Payments for payment providers 2025-07-07 18:25:23 -04:00
johnnyq c76da10747 Add Payment Method to UI and switch Add Payment modals to use the new table 2025-07-07 16:37:51 -04:00
wrongecho 7c558ff842 Add location create endpoint 2025-07-07 13:47:17 +01:00
johnnyq a011dc4dea POST code for AI and Payment Providers 2025-07-06 17:01:28 -04:00
johnnyq fa9acef279 Fixed IMAP test button with error details 2025-07-06 12:47:26 -04:00
johnnyq ed0936059b Convert new lines to brs for contact notes 2025-07-06 11:50:12 -04:00
johnnyq 77597fd7a9 Update wording on Add Payment Processing, we plan on using the income/expense account to be named after provider name and category be processing fees and the vendor named after the provider name if payment processing expense is enabled 2025-07-04 18:07:59 -04:00
johnnyq 8d1bf3d245 UI add modal and listing work on Payment Providers 2025-07-04 17:48:54 -04:00
johnnyq e7503e8f55 Initial DB work to Generalize Payment Providers, allow multiple payment providers and client payment methods, also to move payment methods to its own table instead of in categories, started work on ai provider ui models 2025-07-04 16:52:30 -04:00
johnnyq 9b6be66623 Initial work on Adding Payment Methods for Online Payments in Client on Agent Side and initial work on AI Providers with multiple model support assigned to various sections and custom prompts 2025-07-04 15:42:26 -04:00
johnnyq 6bc7862232 UI Dashb oard resize some Dashboard cards 2025-07-03 18:14:20 -04:00
Johnny 69a8a9246d
Merge pull request #1226 from MydsiIversen/Document-enhancement-clientside
Enhanced the document function on the client side
2025-07-03 17:42:24 -04:00
johnnyq b87b801b04 Fix broken Table header Link buttons in contact details 2025-07-03 16:24:51 -04:00
johnnyq dba04a407a Fix Table Header Link Buttons in Asset Details 2025-07-03 16:19:55 -04:00
johnnyq e281a39512 Add title Icon for Bulk Set Status 2025-07-03 16:08:15 -04:00
johnnyq e0364183e2 Disable Certain Bulk Actions that are directly related to a client in client overview section instead are shown in the client section 2025-07-03 16:03:57 -04:00
Johnny 6af61cbb3c
Merge pull request #1225 from itflow-org/bulk-assign-phyloc
Add physical location modal - not working
2025-07-03 15:11:42 -04:00