johnnyq
9e55d52432
Vendors overhaul for daily MSP work: new vendor page built around calling them, with Call support (dials the extension), Email, Support site, a star, and a New menu (case/ticket with them, license from them, asset bought from them, portal login, document, upload, or expense and recurring expense for our own vendors), Support card (phone, hours, SLA, email, site), Account card (account number, PIN shown as dots with show and copy, account manager name, direct line and email), blur-to-save notes, an Also used by list of the agent's other clients with the same vendor by name or template, and tabs for Cases (open first, with their ticket number), Licenses (soonest renewal first), Assets (serial, order ref, warranty status), Domains (registrar, web host, DNS, mail), Services, Logins, Documents, Files and History; our own vendors show spend this year, last year and in all, recent expenses and recurring expenses; new vendor quick look; rebuilt vendors list with starred first, initials tiles coloured by vendor name, support line, hours and SLA, account number and PIN, chips for open cases, licenses, assets, domains, services and logins, an Ours / Clients' switch with an all-clients view in All Client Docs, wider search (account manager, emails, tags), tag filter and bulk Tags/Archive/Restore/Delete; shared tabbed vendor form (Details, Support, Account, Notes) with star, tags and start from template that fills every field; Add a Template to Clients to roll one vendor out to many clients, skipping those that have it; Admin Vendor Templates shows how many clients use each template and has Add to clients; vendor tags (tag type 6) with vendor tags in the Tags starter pack; ticket vendor block shows their ticket number, support line, hours, SLA, account number and PIN with copy buttons; vendor tiles in every vendor picker and quick look links across tickets, licenses, assets, domains, services and expense lists; search opens the vendor page; CSV export adds tags, open cases, account manager and PIN; logins, documents and files can be linked to a vendor and ones made from a vendor's page are linked to it; demo vendors get tags, a star and an account manager; database update 2.8.2 adds vendor_tags and vendor_contact_phone_country_code, vendor_contact_phone, vendor_contact_email (db.sql updated) and clears references to vendors that no longer exist; ticket vendor now validated against the ticket's client and removing a vendor from a ticket is logged as such; deleting a vendor from a template no longer unlinks every other vendor from that template; deleting a vendor clears it from assets, licenses, tickets and domains, and vendors with expenses, recurring expenses or payment provider fees are archived rather than deleted; vendor websites without a scheme open correctly; domain form vendor names escaped; new vendor templates keep the phone country code and pushing a template update with nothing ticked no longer errors; vendors API accepts the account manager fields; new functions/vendor.php (VENDOR_USES, vendorCan/vendorEnforce with client vendors on module_client and ours on module_financial, tile, link, website, PIN, form, tags, counts, delete check, reference clearing, also used by, spend, history), credential|vendor and file|vendor link relations, tag module_ours for our own vendors, handlers add_vendor_template_to_clients, favorite_vendor, unfavorite_vendor and ajax vendor_set_notes, vendor_model.php removed
2026-10-14 22:49:05 -04:00
johnnyq
57b8ced839
Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location
2026-10-14 22:06:41 -04:00
johnnyq
a33f98ffa5
Licenses: rebuilt the license list with Renewing soon, Expired, Over seats and No seats assigned tabs, a seat bar (used against bought, red when over) and colour-coded renewal on each row, license type and renewal filters, optional key, purchase and order reference columns, search by vendor, order reference and individual keys, and bulk Renew, Archive, Restore and Delete; new license page (license.php) with renewal and over-seats status in the header, License and Vendor cards (key, order ref, purchase date, vendor account number, phone, email, website, hours, SLA, all copyable), notes that save on blur, and tabs for Seats (each device and user with the key they were given), Keys, Credentials, Documents, Files and History from the audit log; new license quick look used everywhere a license is shown; New and Edit share one tabbed form (Details, License, Seats, Notes) with device and user pickers, a live seat counter, renewal shortcuts and a template picker that replaces the separate Create from Template modal; Renew modal for one license or a bulk selection that moves the renewal date by a term or to a set date, previews the new date for each license and records a new order reference; Manage Seats modal; individual keys pasted one per line and handed out to devices and users, which gives them a seat, with the key returned to the pool when they come off the license; Renewal Ticket opens New Ticket with the subject and details filled in; New Document and Upload from a license link the result to it; devices, users, credentials and files now link to licenses through the shared link modal, which shows the seats left on each license and offers every license type, not just Device; the asset and contact pages and quick looks list licenses with their seats, renewal and the key to install, and get New License; the client overview gets a Licenses over seats card under Needs attention, starred licenses under Favorites and renewals that open the license page; global search finds licenses by name, vendor, order reference or key; the vendor quick look lists that vendor's licenses; the dashboard card opens the Renewing tab; the export gains seats used, individual keys, vendor, order reference and client columns; admin license templates share the license type list and show type icons. Uses the existing software_keys, key assignment, software_credentials and software_files tables. Fixes editing a Subscription or Open Source license clearing its license type, archiving a license removing all of its seats (seats are now kept, matching the API), license forms and seat handlers accepting another client's assets, contacts or vendor, a 500 on duplicate seat links and on forms missing fields, and an extra query per row in the export; license deletes now respect the destructive deletes setting. No DB change
2026-10-14 21:31:30 -04:00
johnnyq
032e555f87
Replace copy buttons with hover over copy buttons
2026-10-14 17:27:27 -04:00
johnnyq
2d6e40bcf6
Racks makeover: rack page with to-scale front/rear elevation (click an empty U to add), front/rear mounting and full/half depth, non-asset items (patch panel, cable management, shelf, PDU, UPS, KVM, blanking panel), item edit/move, U and power capacity with largest free gap, front/rear photos, U1 top/bottom numbering, print view, Not racked yet list, rack cards with mini elevation and usage, Racks under All Client Docs, rack position on asset views. Fixes model wiped on every rack save, archive denied for non-admins, item edits taking the rack from the form instead of the item, no bounds check on positions, orphaned rack items on asset delete/transfer and orphaned racks on client delete. DB 2.8.0
2026-10-14 15:14:11 -04:00
johnnyq
40ca4a6e6c
Add optional agent user limit set in config.php ($config_agent_user_limit, unset or 0 = unlimited): blocks adding, activating or restoring agent users once the limit is reached, and shows X of Y agent users on the Users page with New User disabled at the limit
2026-10-13 15:34:10 -04:00
johnnyq
69484a8a2e
Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options
2026-10-13 12:41:29 -04:00
johnnyq
9bfd26d57b
Add titles to icon-only buttons
...
- title on 294 icon-only buttons, named for what each one does
- aria-label on the 7 show-password buttons (title becomes the popover
header) and the portal mobile nav toggle
- Fix dead add-category button on products filter, credential bulk tag
button now preselects Credential, drop duplicate inner-icon titles
2026-10-08 17:12:21 -04:00
johnnyq
49106e2a80
UI fixes: confirm irreversible actions, keep reply drafts guarded, re-enable CSP on portal recurring invoices
...
- Add confirm-link to 14 one-click delete/disable links (asset, contact,
files, templates, logo, MFA, calendar event, disable user, cancel schedule)
- confirm_modal.js treats btn-danger / btn-outline-danger as destructive
- Replace per-editor window.onbeforeunload with one guard over all editors
- New js/autosubmit.js replaces inline onchange in the portal; CSP back on
recurring_invoices.php
- Fix blank user name in disable_user audit log
2026-10-08 16:47:12 -04:00
Wrongecho
a41e738a9b
Add ability for recurring invoices to be generated as draft to allow review and amendment prior to sending
2026-09-14 13:22:59 +00:00
johnnyq
bcdfab996c
Fix approval Syntax
2026-08-31 17:52:44 -04:00
johnnyq
accc1948be
Fix Color Class
2026-08-31 12:46:00 -04:00
johnnyq
c07c10c610
Fix Guest Approve Modal Offscreen issue, added guest header and spruced up the UI a bit
2026-08-31 12:22:55 -04:00
Wrongecho
5a925f8784
Move payment provider post vars to a model to reduce repetition
2026-08-30 15:12:14 +01:00
Wrongecho
318eb7cf77
Stripe - Warn the user if the secret key is not valid during provider add/edit
2026-08-30 15:06:32 +01:00
johnnyq
d98b8bc427
Add ps-3 to table columns that don't have a checkbox and made sure all table listings conform
2026-08-29 19:45:28 -04:00
johnnyq
950d02d6ab
Fix: Six ajax modals had dead JS - DOMContentLoaded had already fired before their scripts were injected. New itflowReady() helper restores jQuery .ready() semantics. Fixes notification pagination, asset OS autocomplete, contact auth toggle, AI ticket summary, AI document template generation
2026-08-28 19:41:00 -04:00
johnnyq
3277567b87
Demo Data Take 6
2026-08-28 19:23:36 -04:00
johnnyq
8d25337774
Added More Client to Demo Seed, even better relations, filled out more missing data spots etc
2026-08-28 19:09:42 -04:00
johnnyq
bfa53dfd66
Rewrite of the demo data seed includes more alternative products including FOSS more accurate historical relations, break fix mix with managed clients and services
2026-08-28 18:17:36 -04:00
johnnyq
156c51224d
Fix client portal review findings: PIN wipe, log indexing, statement currency (db 2.7.8)
...
Setting a PIN containing < or > silently cleared it: the length check ran before escapeSql(), whose strip_tags() then emptied the value, and the UPDATE stored the blank while flashing success. Length is now checked after sanitising.
Password and PIN changes require the current password. SSO contacts are exempt - no local password to check, and the IdP already did it.
New index on logs(log_user_id, log_client_id) for the portal profile and activity pages, which were scanning the whole table twice per profile view. admin/audit_logs.php's date filter rewritten as a half-open range so KEY log_created_at is usable - DATE(log_created_at) BETWEEN made it non-sargable.
Portal statement page and PDF now render in the client's currency, matching the guest view and the emailed statement.
Quick Send asks for confirmation; confirm-link extended to submit buttons.
Portal audit entries logged an empty name - client/post.php used , which only exists agent-side.
2026-08-28 16:38:42 -04:00
johnnyq
72e6f23e19
Send Email and Mark Sent modals for invoices and quotes (db 2.7.7)
...
Send Email opens a contact picker instead of hardcoding the primary contact; Mark Sent asks how it went out and takes a note. Both log recipients / method / note to the document history. Handlers moved GET -> POST.
Fixes two pre-existing bugs in the email path: archived contacts were still receiving billing copies, and every copy was addressed to the primary contact by name.
2026-08-28 13:31:22 -04:00
johnnyq
27c5502de2
Index the per-parent child fetches and the mail queue loop (db 2.7.6)
2026-08-28 00:11:22 -04:00
johnnyq
8f884f789a
Cleanup - fix two broken script paths and drop 29 dead/duplicate files (348KB of unused FullCalendar themes)
2026-08-28 00:01:44 -04:00
johnnyq
0838ed07ec
Add indexes on the client-scoped columns (db 2.7.5)
...
None of the *_client_id columns carried an index, so agent/includes/inc_all_client.php was doing a full table scan per badge count before the page rendered a byte - 27 of them. The main agent context runs 8 counts and the admin context none, which is why the client side nav was the only one that felt slow.
24 indexes, shaped (<entity>_client_id, <entity>_archived_at) where the query pairs the two and the client column alone otherwise. The archived column is always trailing and never an index of its own - on a healthy instance nearly every row has it NULL, so it cannot lead. recurring_tickets, services, invoices, recurring_invoices and calendar_events get a single column because their queries carry no archived filter; invoices is in that group because the money total there spans archived rows on purpose. payments.payment_invoice_id and transfers.transfer_revenue_id are join keys rather than client scoping but sit on the same page's critical path.
Migration checks information_schema.STATISTICS before each ALTER, since MySQL has no ADD INDEX IF NOT EXISTS and re-adding is an error - safe to re-run and safe where an index was added by hand. db.sql carries the same keys so fresh installs skip the update step.
Wider than the side nav: these are the columns clientScopeSql() filters on, so every client-scoped list page was paying for their absence. Expect the ALTERs to be the slow part of the upgrade on a mature instance.
2026-08-27 22:59:14 -04:00
johnnyq
12ed62326a
Add Holiday / Closure Days to SLA to pause SLA timer on defined days, also has a US Holiday Importer
2026-08-27 17:58:02 -04:00
johnnyq
069f587c1d
Implemented Check for updates which removs the last shell exec from web ui, and reimplemented db_update switch to update_cli.php
2026-08-26 23:38:23 -04:00
johnnyq
14c38b9814
Remove DB Update from WebUI as this is handled by the update_cli backend
2026-08-26 22:59:17 -04:00
johnnyq
51c925522c
Remove thr web updater this is now either queued from the web or ran from the shell to update
2026-08-26 22:53:29 -04:00
johnnyq
e637da615e
Added More Meaningful nothing matches filters or no records exist
2026-08-26 15:12:16 -04:00
johnnyq
806732c8f5
Display Phone number Country Codes
2026-08-26 14:19:32 -04:00
johnnyq
96f2c697c6
use intl js lib across all phone number fields
2026-08-26 13:53:27 -04:00
johnnyq
c6d642fbe7
Use new lte skin preview class for themes instead of colored circles
2026-08-25 18:31:33 -04:00
johnnyq
fdc2a8c2c3
Switch some bg-primary to bg-blue so they are consistent across themes, use new bs5 to reduce width on certain form inputs
2026-08-25 17:44:18 -04:00
johnnyq
1381add82b
Feature: Added network IPs section to document network IP and their hostnames
2026-08-25 12:19:02 -04:00
johnnyq
ffda605195
Add Fake Demo Data Seed stretching over 2 year span
2026-08-24 16:44:09 -04:00
johnnyq
6df101c217
Css fixes
2026-08-16 22:25:05 -04:00
johnnyq
35ddd1a64d
Feature: Designate a client record as your organization currently only provdes a direct link when you click company name in top of the side nav
2026-08-15 20:36:56 -04:00
johnnyq
6af0634f47
Ticket SLA: Fix on hold to pause only after first reply, show resolved closed and onhold as fixed on paused sla in the list
2026-08-15 19:55:40 -04:00
johnnyq
6ef84c4547
Feature: Add Ticket Canned Responses
2026-08-15 17:29:17 -04:00
johnnyq
4c4c172f59
Feature: queued Updates which now eliminates the need for shell_exec from the webui, but if enabled you can still update from the webui the old way too
2026-08-15 16:41:42 -04:00
johnnyq
bdab434707
Fix Margins in various areas
2026-08-15 13:34:38 -04:00
johnnyq
56d9e04eac
Update Theme select to use new bootstrap 5 radio button
2026-08-15 13:17:32 -04:00
johnnyq
2375e69f2d
Update badge classes to bg
2026-08-15 13:00:41 -04:00
johnnyq
c44fa30792
Fix Mail settings tabs regression and user menu coloring
2026-08-15 12:29:39 -04:00
johnnyq
e2512b0f86
Fixed Side nav titles, Fixed ajax on bootstrap modals, fixed pagination all regressions
2026-08-14 18:32:33 -04:00
johnnyq
bbbfff7413
All Jquery removed replaced with stand JS and non jqery dependent libs
2026-08-14 17:28:06 -04:00
johnnyq
dc6b191eed
Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask
2026-08-14 17:08:40 -04:00
johnnyq
a084e37c39
Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
2026-08-14 13:22:11 -04:00
wrongecho
691059aab2
Debug - bump php memory flag to 512M
2026-08-13 09:45:01 +01:00
