johnnyq
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be002b6f29
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Roles stage 4: the money on invoices goes by Financial with Sales at Read through billingMoneyCan and enforceBillingMoney, so taking payments one at a time, by saved card or as a batch, changing them and emailing receipts, reminders and statements need write access to Financial, and deleting or refunding a payment needs full access, with the old Sales rules for reminders, statements and receipts still accepted; invoice, invoice list, Income and payment quick looks offer only what the role can do, the reminder window offers only the reminder to a role that cannot send the invoice, a reminder for a draft or with nothing owed still needs Sales, and Income bulk Set Category on payments needs Sales as it changes the invoice; database 3.1.8 gives the built-in Accountant full access to Financial when it still has its shipped levels, and new installs seed it that way; calendar events for a client follow the role's Clients level through calendarEventCan, Read to see, Modify to add, change, move, skip or send, Full to delete or Modify for the agent who added it, events an agent is on always show, events with no client stay open to everyone, and the calendar, dashboard and calendar links leave out other agents' client events for roles without Clients, with New event, the client picker and dragging following the same rule; the API now sets PHP and MySQL to ITFlow's timezone so what it creates, API ticket SLA times and key expiry go by local time, and inc_set_timezone.php only writes the session when one is open and no longer leaves its result and row variables behind; changelog updated
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2026-10-17 21:52:10 -04:00 |
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johnnyq
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8a992039fb
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Categories stage 1: Admin > Categories rebuilt with the ten kinds in a side nav with counts and what each is for, each category shown as it looks on records (icon or dot in its color, asset statuses as their badge) with its description and what uses it linked to the filtered lists, search, sort by name, most used or order, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete only while unused, bulk merge, archive, restore and delete, drag or Move up and Move down ordering for the ordered kinds, names in use that are not categories listed with Add, one shared category window with live preview, color swatches or none and searchable icons or none, names unique per kind and held to their column length, renaming a kind kept by name carries the new name onto its records, merge moves every reference including budget months folded per month, payment provider fees and the mileage setting, all without touching record updated_at, database 3.1.5 normalizing category colors to #rrggbb and icons to fa-name, seed data in hex, new functions/categories.php, agent + window handler routed through the same validation, note-type icons fixed in pickers, Settings > Defaults payment methods read from Payment Methods, changelog updated
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2026-10-17 15:22:59 -04:00 |
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johnnyq
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6af0634f47
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Ticket SLA: Fix on hold to pause only after first reply, show resolved closed and onhold as fixed on paused sla in the list
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2026-08-15 19:55:40 -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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