Commit Graph

238 Commits

Author SHA1 Message Date
johnnyq e0a5efdfaf Updated Contact Asset Counts to use more optimied query and added asset counts to client listing 2025-07-24 17:28:10 -04:00
johnnyq 197dd9f299 Initial Work on Client Account Credit System, DB Structure, Credit Balance Calculation, added Apply Credit and add Credit with Expire dates, Added DB Structure for Discount Codes, UI Rewrite on client top header now using grouped cards, more dark mode work as well 2025-07-24 11:31:45 -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 baccc8051e Fix Extra spacing before Contact Name in client listing 2025-06-18 23:13:06 -04:00
johnnyq 674da36cd1 Do Not calculate Non-Billable Invoices towards a clients balance Convert Add Payment Modal to AJAX and add it as an option from the invoice listing page 2025-06-11 17:12:37 -04:00
johnnyq 8b42b17121 Added more text no wrap to table headers 2025-05-29 00:18:37 -04:00
johnnyq db418ce662 Mobile UI/UX - Hide long New Button names and use plus icon only in mobile view, proper form group spacing in mobile as well 2025-05-28 23:39:44 -04:00
johnnyq 0b88ea85ae Display Country in Invoices, Quotes, Recurring Invoices, Clients, locations, client top head, and allow searching via country in Locations and Clients 2025-05-28 19:27:11 -04:00
johnnyq b5fa8ab4de Added Search by client Abbreviation to client and global search 2025-03-26 17:56:40 -04:00
johnnyq 07b29a7bdc Add Phone Country code in more places for proper phone number formatting 2025-03-26 13:36:56 -04:00
johnnyq c2adb92d28 Rework tag filter a bit to use array_map instead of looping through the get vars, update string wording to tag_filter and only show tags in the tag filter that are relatd to an entity and also include tags in the get var fixes 2025-03-22 18:32:56 -04:00
johnnyq 34e92d2223 Update Tags filter to only show tags available 2025-03-22 14:55:13 -04:00
johnnyq 619b93a545 Renamed Recurring to recurring_invoices updated a large portion of code, and updated many other fields to reflect recurring_invoice and not just recurring 2025-03-11 22:08:37 -04:00
johnnyq f23afdd85c Added Quick Category/Tag Add throughout utilizes the new ajax modal 2025-02-25 17:05:34 -05:00
johnnyq a994bb7e8c Update Links on Project and and client listing 2025-02-22 17:37:35 -05:00
johnnyq 69850f83d3 Add s 2025-02-22 13:31:27 -05:00
johnnyq 7e041d52df Move Client Overview to the bottom of the side nav 2025-02-22 13:22:53 -05:00
johnnyq 36e1df93bb Moved edit client, notification, and create contact note to the new ajax system, also updated the notificaiton count to be more efficient 2025-02-15 16:19:35 -05:00
johnnyq fc24bcb24f Moved Transfer Asset to Client to a Bulk Action and create Primary Interface when moving with MAC address 2025-02-10 16:58:39 -05:00
wrongecho 57deea2785 Hyperlink primary contact name on overview 2025-01-24 09:42:59 +00:00
wrongecho 6d94c32818 Hyperlink primary contact name on overview 2025-01-24 09:41:36 +00:00
johnnyq 606f3061d0 Simplify / rework some of the filter header logic and update filter vars in the rest of the code 2025-01-22 18:55:05 -05:00
johnnyq e403526321 Better var naming for filter vars for clients and contacts 2025-01-22 16:36:55 -05:00
johnnyq 0cb3cdc26d Moved all modals into /modals and updated all require links 2025-01-12 13:55:31 -05:00
johnnyq 98f9083bcb Structure rework: Moved most php files that are included to /includes renamed pagination.php to filter_footer.php, updated all file to reference new filter_footer and includes 2025-01-11 14:47:32 -05:00
johnnyq 807bbef3e2 Use Tag array instead of querying by tag name when clicking on a tag to reveal other items with the same tag, this allow more narrowed searches 2024-10-30 14:51:39 -04:00
wrongecho 10a223b5b8 Projects
- Add archive and unarchive ability
- Improve logic around Open > Close > Archive > Delete
- Change to new perms system
- TODO: CSRF
2024-09-30 21:27:42 +01:00
wrongecho 23f776efa3 Permissions - clients and tickets
Enforce new permissions model in clients and tickets
2024-09-20 21:10:24 +01:00
Johnny c9f3d17f12
Merge pull request #1057 from itflow-org/roles-enforce-1
Custom Roles & Permissions
2024-09-20 13:29:31 -04:00
johnnyq 55c832bde6 Feature: Inititial functionality for sort order icons on table headers 2024-09-20 13:01:41 -04:00
wrongecho 10fafacefe Custom Roles & Permissions
Initial enforcement of custom roles & permissions - only on some pages via GET for now.
2024-09-20 17:59:49 +01:00
Hugo Sampaio de49c8dba1 client-id-tooltip 2024-07-12 10:42:24 -03:00
johnnyq dcc0d77dd4 Added Client ID in the client listing and client top header 2024-07-09 15:26:07 -04:00
johnnyq 53550e5092 Updated Client Export Fields, and added Client Import along with download client sample file 2024-07-05 15:31:01 -04:00
johnnyq e8715979d5 Optimized Show/Unshow Archive Button Logic 2024-06-08 17:14:08 -04:00
johnnyq 24022eca55 Added Definable Client Abbreviation 2024-06-07 18:18:42 -04:00
johnnyq fb4c1e828f Fix Some Undefined Vars PHP Errors 2024-06-07 17:57:02 -04:00
johnnyq c2b7d03c22 Added Payment Method and Account Dropdown Filters to Payments 2024-06-07 16:48:57 -04:00
johnnyq 965c16c19d Fix broken Clients when restricting user client access 2024-06-06 12:06:26 -04:00
johnnyq c0207aa9ec Remove the Arrow Icon Next to the client in client listing 2024-06-01 16:54:44 -04:00
johnnyq 565f8162a4 Feature: Clients and Locations can now be searchable with multiple tags selected 2024-05-31 18:18:41 -04:00
johnnyq a7376fe08d DB Update Shorten Client Tag Fields and add Delete Client Tags to Delete Client and cleanup clients query 2024-05-31 16:46:50 -04:00
johnnyq ce0c394d3f Feature: User Client Access Permissions logic has been added, next up is the defining access via user managment 2024-05-10 12:25:38 -04:00
johnnyq 5f0068a64f Added Advanced Filter by Referral under clients 2024-04-18 21:33:15 -04:00
johnnyq c1f9ad6ea8 Allow to filter by industry under clients 2024-04-18 21:21:30 -04:00
Marcus Hill abf01384ca Client archiving
Relates to #510

- Ability to see archived clients
- Ability to un-archive a client
- To help prevent accidents, client deletion button now only shows once the client is archived
2024-04-07 09:52:23 +01:00
johnnyq 2afb467503 Feature: Submit form when drop down are selected 2024-03-23 17:16:06 -04:00
johnnyq 938f8bb4ae Wording change on Client Address to Location 2023-12-29 17:27:29 -05:00
johnnyq 02e0692b85 Fix Badge colors not working correctly after custom color tag update 2023-11-19 14:56:49 -05:00
johnnyq f6076ad97a Remove Quick Add Instead redirect them to the categories settings page when plus is clicked 2023-11-09 13:09:38 -05:00