johnnyq
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211c24ac48
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Setup wizard stage 3: make Finish list what to know before signing in and what to do after (HTTPS, the backup key with a copy button, the email link address, the cron line, mail, backups, starter content and the team) with telemetry off unless switched on and showing what it sends, restore a backup by drag and drop with upload progress and a done page and point oversized files at the command line, rework scripts/setup_cli.php to share the wizard's checks and install code, ask again on wrong answers, suggest region settings, end with the backup key and crontab line, honour --non-interactive and add --phone-country-code, --tax-id, --share-telemetry and --comments, and stop apostrophes in names and passwords with spaces breaking the command-line install
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2026-10-20 11:25:50 -04:00 |
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johnnyq
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e7389a60be
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Accounts and transactions: each account gets a kind (checking, savings, credit card, cash, payment processor, other) with its own icon, and a credit card's balance reads as owed on the accounts page, its ledger, the dashboard and every account picker; the accounts page has cards for what the accounts hold, what is owed on cards and money in and out this month against the same days of last month with transfers left out, and each row shows its description, defaults, kind, currency, balance with opening balance, this month's in and out and latest line, with Pay the Card or Transfer from it, Archive once empty, an Archived pill with Restore, and Delete only for an account never used; New Account and Edit share one form with an editable opening balance that is logged, the currency locked once money is on the account, and every field checked; Transactions is rebuilt as each account's ledger with an account switcher or every account, In and Out columns, the running balance for one account, pills for money in, money out and transfers, category, client, kind, method and amount filters, search, footer totals and an export taking the same filters with Account, Who or What, Client, In and Out columns; Transfers fold into the Transfers pill of Transactions with the menu link and old transfers.php links kept, New Transfer, Pay the Card and Edit share one checked form with a Swap button that keeps both sides in step and takes the from account's currency, a transfer into a card is a card payment, and a new transfer quick look has Edit and Delete; archive and delete rules are enforced in the handlers, editing a transfer no longer takes the expense and revenue ids from the form, transfer legs record who entered them, and one balance rule leaving out archived rows is used everywhere; new functions/accounts.php and agent/modals/transfer/transfer.php, account_form.php and transfer_form.php, transfer_model.php removed; database 3.0.7 sets each account's kind from its name; demo data adds a Business Visa paid off monthly from Operating Checking; CHANGELOG updated
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2026-10-16 22:26:45 -04:00 |
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johnnyq
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b3744e9ed5
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More sweeps to replace select * with actual returned column names dramatically reduces php memory usage and speeds up processing dramatically especially in the crons since they run all the time
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2026-08-06 13:10:23 -04:00 |
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johnnyq
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c30c12674a
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Sync DB Seed data between setup and setup cli
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2026-08-03 22:41:31 -04:00 |
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johnnyq
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a27019511e
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Remove unused overdue invoice setting move master cron switch out of notificaiton and into cron
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2026-08-02 17:22:28 -04:00 |
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johnnyq
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fc5cdeea82
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Add UI Elements for Asset Notes similar to contact notes
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2026-07-29 14:13:55 -04:00 |
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johnnyq
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63ad3256ee
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CLI Setup: Add repo_branch option defaults to master
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2026-06-24 13:18:01 -04:00 |
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johnnyq
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78971d1ccb
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Setup cli: add categories to mimic setup web ui
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2026-04-04 18:09:29 -04:00 |
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johnnyq
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0a30300bde
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replace all instances of mysqli_fetch_array with mysqli_fetch_assoc for better performance and memory usage
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2026-01-14 17:30:23 -05:00 |
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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 |
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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 |
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johnnyq
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6a26b611fa
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Remove Phone Masking option in favor of Country Codes
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2025-03-26 11:10:51 -04:00 |
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johnnyq
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c7f4e48a27
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A Few more places to update recurring invoice vars
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2025-03-11 22:38:13 -04:00 |
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johnnyq
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07c8398e0d
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Update user_roles naming in setup and setup_cli
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2025-03-10 18:06:47 -04:00 |
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johnnyq
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aa87a11f12
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Removed setup from the cron script wording
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2025-01-29 15:59:21 -05:00 |
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johnnyq
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87e1371318
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Move app_version.php and database_version.php to includes folder update all assocoiated links, remove 2 legacy php files maintence and legacy_debug
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2025-01-24 21:25:04 -05:00 |
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wrongecho
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43ccf8a026
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config.php has to be written to parent dir
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2025-01-02 21:55:25 +00:00 |
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wrongecho
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b0a960547c
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config.php has to be written to parent dir
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2025-01-02 21:43:23 +00:00 |
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wrongecho
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a529eca414
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db.sql also needs to be called from the parent directory
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2025-01-02 21:37:10 +00:00 |
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wrongecho
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7ebac0a674
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Sonar recommendations
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2025-01-02 21:30:18 +00:00 |
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wrongecho
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50371558c6
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Adjust cron/cli scripts in subdir to load required scripts from parent
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2025-01-02 21:27:14 +00:00 |
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wrongecho
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bf53d5b0fe
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Also move setup and update cli to scripts folder for better organisation
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2024-12-31 11:49:48 +00:00 |
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