Commit Graph

73 Commits

Author SHA1 Message Date
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
6ff9dbe9a4 Files and documents everywhere else: asset and contact quick looks list their documents and files with the same tiles and rows as the document page, files opening their quick look instead of a raw download; client overview share links show document and file tiles and open the document page or file quick look; service quick look shows linked documents as tiles and leaves out archived ones, service add and edit document pickers carry an icon and summary; global search shows file and document type tiles in the palette and on the results page, and a file result opens its folder narrowed to that file; quote attachments show their tile and size, open the file quick look and download through file.php instead of linking straight into the uploads folder; ticket attachments show their file type tile; client portal documents list shows the document tile, folder and summary with the last updated date; removed unused modals/asset/asset_documents.php 2026-10-14 20:47:30 -04:00
johnnyq
234afd25fb Contacts overhaul: rebuilt contacts list with role tabs and counts, avatars, flag pills, hover copy on phone/mobile/email, inline location picker, linked asset/credential/license/ticket chips and tag filter; contact page rebuilt to match the asset page with header actions, Reach/Details/Quick notes cards and tabbed Assets, Credentials, Tickets, Recurring, Licenses, Documents, Files, Services and Notes; add and edit contact share one tabbed form (Details, Roles, Access, Notes) with field icons, role switches, password generator, duplicate email check and photo removal; contact quick look redone to match the asset quick look; contact avatars now used everywhere a contact appears - contact pickers, ticket header, contact card, client replies, ticket list, kanban, assets, clients list, client header, overview key contacts, credentials, documents, services, invoice/quote/statement recipients, license users and global search - with each contact keeping the same colour throughout; ticket contact pickers show the name with title and role underneath; fixes: permission checks on the add contact modal and contact page/list actions, contact location limited to the contact's own client on add/edit/bulk assign, contacts list no longer selects user account columns, archived assets and credentials left off the contact page and quick look, saving a contact with the client portal disabled no longer clears their portal login method, replacing a photo no longer tries to delete a directory, sort column whitelisted, list counts and tags batched instead of per row, recurring ticket menu markup, undefined index notices, contacts list no longer scrolls sideways on phones, Edit Service shows avatars on unselected contacts and assets, license user labels toggle their checkbox; new functions/contact.php helpers (contactAvatar, contactLink, contactFlagPills, contactPhoneLink, contactAvatarData, contactOptionDescription), shared contact_form.php, contact_location quick pick, removed unused assetContactAvatar and clientOverviewPersonInitials 2026-10-14 18:33:18 -04:00
johnnyq
ec205ca633 Agent picker for project managers and recurring tickets: pick the manager on the project page and projects list, and the agent on recurring tickets, inline like ticket assignees 2026-10-13 13:56:47 -04:00
johnnyq
ae28b9fc34 Rework ticket detail page: Details panel with click-to-change properties and status menu, plain-language reply types with who-sees-it line, slimmer header with billing in the menu, clearer modal titles and labels; fix billable wiped on edit by non-sales agents, email reply offered with no mail provider, timer JS error on resolved tickets, unshown due date 2026-10-10 12:50:59 -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
1666305a1c UI: User Avatar pills for Assigned tickets, updated Icons for Ticket Mine and Unusassigned tickets 2026-09-29 18:02:05 -04:00
Wrongecho
d21d4c7fc0 Hide option to delete ticket when it is closed as we treat closed tickets as immutable 2026-09-01 12:23:00 +00:00
johnnyq
087c75f3d7 Dont show the reply card in ticket until a reply button is clicked 2026-08-29 00:21:40 -04:00
johnnyq
ac175e7dc0 Add SLA response target to ticket created emails, with a call-in note on High and Urgent 2026-08-27 15:03:31 -04:00
johnnyq
855a608ee4 Default to Public reply by default in Ticket Reply 2026-08-27 13:15:15 -04:00
johnnyq
6ef84c4547 Feature: Add Ticket Canned Responses 2026-08-15 17:29:17 -04:00
johnnyq
2375e69f2d Update badge classes to bg 2026-08-15 13:00:41 -04:00
johnnyq
8c0e5246b4 Fix Card Margin bottoms client header and ticket cards on the right 2026-08-14 19:08:15 -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
johnnyq
b3744e9ed5 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 2026-08-06 13:10:23 -04:00
johnnyq
b8c9d5b4cf Query Optimization: Select only needed columns instead of SELECT * on looped queries 2026-08-06 12:59:43 -04:00
johnnyq
ddd9c2b56a clientScopeSql sweep whicn now removed the extra unessesary client joins 2026-08-06 11:45:56 -04:00
johnnyq
b39f3c0b23 Redesing task bar and remove redundant task count in ticket details 2026-08-04 12:40:47 -04:00
johnnyq
f9ae7598ec Bump FullCalendar from 7.0.0 to 7.0.2 2026-08-04 12:39:04 -04:00
johnnyq
261bdab61a Gate SLA option in ticket details its gated everywhere else 2026-08-04 12:14:56 -04:00
johnnyq
cdb4a43b89 Major UI/UX overhaul on Tickets listing / Kanban and ticket details 2026-08-01 14:12:03 -04:00
johnnyq
729d22d19b Move Attachments to Assignment in new ticket get rid of help texts in reply for attachments and update changelog 2026-07-29 18:39:43 -04:00
johnnyq
2395a3ee16 Phase 2 of ticket attachements by agents 2026-07-29 18:10:34 -04:00
johnnyq
7c8c93c01c Feature allow agents to attach files to tickets in the app 2026-07-29 17:58:04 -04:00
johnnyq
162a597da9 Add SLA pausing, SLA reports, SLA filtering and kanban SLA state (phase 3)
Statuses can be flagged to pause the resolution clock; sla_history records the intervals a ticket's clock actually ran and the deadline is re-based on remaining budget when it resumes. Adds SLA Summary and SLA by Client reports, an SLA state filter on the ticket list, SLA colouring on kanban cards, and an Urgent column on the Tickets by Client report. DB update 2.5.1. Also fixes resolution SLA verdicts being skipped when resolving via kanban or the client portal.
2026-07-29 13:02:27 -04:00
johnnyq
07c73a6a04 Add Urgent Priority, move Per Client SLA Settings to notes tab in client add / edit modal remove unnessesary sla admin setting for client overide 2026-07-29 00:49:31 -04:00
johnnyq
d08ef6184a Add optional ticket SLAs
Response/resolution targets stamped at creation from per-client/priority assignments, business-hours due date math, warn/breach alert stages via cron/ticket_sla.php, ticket list coloring, per-ticket SLA override, admin page for plans/assignments/business hours. DB update 2.5.0. No behavior change unless SLAs are assigned. Bulk reply now only counts Public replies as first response.
2026-07-29 00:00:42 -04:00
johnnyq
b3f959ac55 Use Short echo tags across the code 2026-07-28 18:47:52 -04:00
johnnyq
41d029937a More Client Scoping fixes 2026-07-16 14:29:23 -04:00
johnnyq
c8f616ebee Ticket UI: Migrated ticket Attachments to a small table class 2026-07-15 13:52:52 -04:00
johnnyq
33a2929ab6 Feature: Secure File Download Handler for ticket attachments Implemented 2026-07-15 13:42:19 -04:00
johnnyq
38a042d435 Remove _details and use singular filename for certain objects 2026-07-15 00:12:27 -04:00
johnnyq
7bc47a58fe Replace Function nullable_htmlentities() with just escapeHtml() and update all instances throughout 2026-07-14 17:10:45 -04:00
johnnyq
8da3a107fb Rename plugins to libs and update all file references 2026-07-10 13:24:20 -04:00
johnnyq
b00014771d tickets: Add Tooltip to Approve task 2026-03-10 13:58:39 -04:00
johnnyq
a81edc122d Add CSRF Checks on Agent ajax endpoints that would update / delete or add something to the db 2026-03-05 17:12:44 -05:00
wrongecho
dee5085f4a Allow associating a quote with a ticket 2026-03-02 10:54:44 +00:00
johnnyq
308dc6e550 Ticket Tasks: Add missing CSRF checks and other CSRF checks missed in he previous commits 2026-03-01 21:45:26 -05:00
johnnyq
63f6faf1e8 Ticket: Add missing CSRF checks 2026-03-01 21:14:58 -05:00
johnnyq
f9d0a8bf43 Ticket: Dont display Updated at if null, Move Subject from top ticket bar to header in ticket details, add additional comments about the client_permission_overide 2026-02-14 15:48:40 -05:00
johnnyq
ccaf15268c Add a 0 IN ticket_client_id for no client tickets so agents that are restricted to certain clients and still view no clients in tickets list by using a , also restrict change clients on tickets for restricted agents 2026-02-14 15:06:17 -05:00
johnnyq
3148906cfe ticket Details: Restrict Access to ticket details by restricted Agents 2026-02-14 12:30:49 -05:00
johnnyq
f39e6ccbc9 Remove old ticket merge code, rename kanban_v2 to to just kanban 2026-02-03 17:20:19 -05:00
johnnyq
6aefe99c2f Update ticket Merge with a dropdown select box to select a ticket instead of entering a number manually 2026-02-03 16:08:33 -05:00
johnnyq
ae3386f2d5 Fix Vendor phone formatting in Ticket details 2026-01-29 16:36:10 -05:00
johnnyq
bf1d0655c4 Update Ticket list ui smaller badge for ticket and smaller task progress bar and more natural dates 2026-01-28 22:52:56 -05:00