Commit Graph

6380 Commits

Author SHA1 Message Date
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
johnnyq
67dc012caa Small wording hints on file uploads instead of upload File its just upload and added the title of the upload modal from upload files to upload file(s) 2025-07-03 14:44:30 -04:00
johnnyq
8753655c9c Do not allow client portal logins with Contact users of a client that is archived 2025-07-03 14:18:14 -04:00
wrongecho
873dc1f76d Fix contact location if not provided in api call 2025-07-01 11:50:20 +01:00