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