johnnyq
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6221fd67e1
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Fix recurring expense next run date logic for monthly and annual frequencies
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2025-07-23 11:47:31 -04:00 |
johnnyq
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56c7c76ac6
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Add option to filter footer 500 records per page
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2025-07-22 16:15:09 -04:00 |
johnnyq
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a5aae51b1a
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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
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2025-07-22 16:13:04 -04:00 |
johnnyq
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14691fa367
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Fix Archived Query for domains to not show archived clients
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2025-07-22 15:51:57 -04:00 |
johnnyq
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38b2a94231
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Client Overview do not count Archived Clients entities and in services do not show services of archived clients
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2025-07-22 15:46:17 -04:00 |
johnnyq
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4c031c8f83
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Increase the width for totals on invoices and Quotes PDF Exports
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2025-07-21 21:31:39 -04:00 |
johnnyq
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b100498dd7
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Add Client Bulk Actions: Edit Tags, Referral, Industry, Set Hourly Rate, Send Bulk Email, Archive. Also added restore option to restore a client
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2025-07-21 18:27:31 -04:00 |
johnnyq
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50a8e67917
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Commented out deleting old Payment Provider Settings from DB until next release
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2025-07-21 13:29:29 -04:00 |
wrongecho
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dfe0a0b1c7
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Add default netid for asset int csv import to prevent errors
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2025-07-21 09:18:30 +01:00 |
wrongecho
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52dac2252a
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Add default purchase date for csv import to prevent error when undefined
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2025-07-21 08:11:57 +01:00 |
johnnyq
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5aee84e84f
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Add Credit card icon to the pay button
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2025-07-15 18:27:09 -04:00 |
johnnyq
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3e7d7f3801
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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
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2025-07-15 18:23:20 -04:00 |
johnnyq
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184aba4de4
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Finished UI work for AI Providers and Models, AI is set to use the new AI Provider and Models
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2025-07-15 16:19:23 -04:00 |
johnnyq
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dd482b246f
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Use getFallBack function on MAC Address if no MAC is present show a - placeholder
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2025-07-15 13:56:54 -04:00 |
johnnyq
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717e6351e7
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Add Option for Mac Address in Additonal Column and allow to filter by MAC
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2025-07-15 13:54:25 -04:00 |
johnnyq
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c36b1cf50f
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Added Income Category Filter to Invoices
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2025-07-15 13:34:05 -04:00 |
johnnyq
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896da66caf
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Remove the Archive button from invoices as we dont archive invoices
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2025-07-15 13:26:13 -04:00 |
johnnyq
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f72b7763c1
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Added Bulk Actions to Invoices Assign Income Category
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2025-07-15 13:24:28 -04:00 |
johnnyq
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46c4a62046
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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
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2025-07-14 17:36:03 -04:00 |
wrongecho
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da3a1d2ce4
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Allow linking closed tickets to a project
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2025-07-14 15:13:36 +01:00 |
johnnyq
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35d6b51770
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use table-sm for tickets to reduce padding and margin and remove ticket_compact_view
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2025-07-10 16:11:02 -04:00 |
johnnyq
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35cbfdd736
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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
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2025-07-10 16:04:52 -04:00 |
johnnyq
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a7b2522c87
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Fix Invoice Link in ticket details when billed
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2025-07-09 20:10:08 -04:00 |
johnnyq
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fe8baf2ca4
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Fix pointer not switch to a finger when hovering over add contact in ticket details
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2025-07-09 20:06:22 -04:00 |
johnnyq
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300aef413c
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Fixed Email Notify not showing for recurring invoice
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2025-07-09 19:32:24 -04:00 |
johnnyq
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467c681117
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Add Saved Payment Options to recurring invoices and details for agents
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2025-07-09 19:23:12 -04:00 |
johnnyq
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31a89c0641
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Update Recurring Payment Auto pay in cron
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2025-07-09 17:05:56 -04:00 |
johnnyq
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5f94543d9b
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Add Easy Select Auto Pay option in Client Portal Recurring Invoices, fix guest pay
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2025-07-09 15:58:13 -04:00 |
johnnyq
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10fd74b4c4
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Remove unused model
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2025-07-09 01:46:56 -04:00 |
johnnyq
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9bc705bfa1
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Updated Guest pay and Client Add Delete Payments, adjustedsetting saved payment per recurring invoice
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2025-07-09 01:45:56 -04:00 |
johnnyq
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307d9892b2
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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
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2025-07-08 14:10:27 -04:00 |
johnnyq
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93f4ea51fd
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Rework Payment Provider AI Provider Tables and logic add cascading deletes
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2025-07-08 14:07:10 -04:00 |
johnnyq
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a6f83493f8
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Fix Payment Method Additons in setup
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2025-07-07 23:22:35 -04:00 |
johnnyq
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7e17fdf851
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Add new UI for Saved Payments for payment providers
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2025-07-07 18:25:23 -04:00 |
johnnyq
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c76da10747
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Add Payment Method to UI and switch Add Payment modals to use the new table
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2025-07-07 16:37:51 -04:00 |
wrongecho
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7c558ff842
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Add location create endpoint
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2025-07-07 13:47:17 +01:00 |
johnnyq
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a011dc4dea
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POST code for AI and Payment Providers
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2025-07-06 17:01:28 -04:00 |
johnnyq
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fa9acef279
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Fixed IMAP test button with error details
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2025-07-06 12:47:26 -04:00 |
johnnyq
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ed0936059b
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Convert new lines to brs for contact notes
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2025-07-06 11:50:12 -04:00 |
johnnyq
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77597fd7a9
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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
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2025-07-04 18:07:59 -04:00 |
johnnyq
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8d1bf3d245
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UI add modal and listing work on Payment Providers
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2025-07-04 17:48:54 -04:00 |
johnnyq
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e7503e8f55
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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
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2025-07-04 16:52:30 -04:00 |
johnnyq
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9b6be66623
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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
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2025-07-04 15:42:26 -04:00 |
johnnyq
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6bc7862232
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UI Dashb oard resize some Dashboard cards
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2025-07-03 18:14:20 -04:00 |
Johnny
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69a8a9246d
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Merge pull request #1226 from MydsiIversen/Document-enhancement-clientside
Enhanced the document function on the client side
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2025-07-03 17:42:24 -04:00 |
johnnyq
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b87b801b04
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Fix broken Table header Link buttons in contact details
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2025-07-03 16:24:51 -04:00 |
johnnyq
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dba04a407a
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Fix Table Header Link Buttons in Asset Details
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2025-07-03 16:19:55 -04:00 |
johnnyq
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e281a39512
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Add title Icon for Bulk Set Status
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2025-07-03 16:08:15 -04:00 |
johnnyq
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e0364183e2
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Disable Certain Bulk Actions that are directly related to a client in client overview section instead are shown in the client section
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2025-07-03 16:03:57 -04:00 |
Johnny
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6af61cbb3c
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Merge pull request #1225 from itflow-org/bulk-assign-phyloc
Add physical location modal - not working
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2025-07-03 15:11:42 -04:00 |