Commit Graph

156 Commits

Author SHA1 Message Date
johnnyq 16242be74e Update Client Nav to use Absolute links and updated more of the inc_alls to use Document Server Root 2025-10-07 13:44:08 -04:00
johnnyq e6bcf0e12f Started updating href paths to absolute paths instead of relative paths as itflow should be installed in document root anyway and not a sub-directory 2025-09-24 12:56:01 -04:00
johnnyq edabc5c33f rename /user/ to /agent/ and update links to use agent/ instead 2025-09-23 18:04:23 -04:00
johnnyq 6b6c70f1df added extra ../ to href for css and js in header and footer to allow code to be placed deeper within the directory structure moved reports to /user/reports, this should also fix the new custom directories 2025-09-23 17:05:12 -04:00
johnnyq 9ee76213e1 Update more broken links from file dirextory consolidation 2025-07-29 14:32:43 -04:00
johnnyq 95950700d8 Moved user items to user directory 2025-07-28 17:57:06 -04:00
johnnyq 4906e06bf1 Initialized migrating modals into entity folders and modals out of ajax and start working on moving admin items to new admin directory 2025-07-27 21:24:14 -04:00
johnnyq 699546f531 In Client Import Clarify CSV as Primary Contact Name instead of just Contact Name same with Location name use Primary Location Name, makes it much clearer when importing clients 2025-07-25 14:21:55 -04:00
johnnyq 6307099bc1 Clarified Importing contacts when inporting clients in the client import modal window 2025-07-25 12:18:17 -04:00
johnnyq 197dd9f299 Initial Work on Client Account Credit System, DB Structure, Credit Balance Calculation, added Apply Credit and add Credit with Expire dates, Added DB Structure for Discount Codes, UI Rewrite on client top header now using grouped cards, more dark mode work as well 2025-07-24 11:31:45 -04:00
johnnyq 712804d2a8 Preparing for Dark mode theme: Started Fixing models so they look better in dark mode 2025-07-23 17:02:20 -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 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 f72b7763c1 Added Bulk Actions to Invoices Assign Income Category 2025-07-15 13:24:28 -04:00
wrongecho da3a1d2ce4 Allow linking closed tickets to a project 2025-07-14 15:13:36 +01:00
johnnyq 467c681117 Add Saved Payment Options to recurring invoices and details for agents 2025-07-09 19:23:12 -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 c76da10747 Add Payment Method to UI and switch Add Payment modals to use the new table 2025-07-07 16:37:51 -04:00
johnnyq a011dc4dea POST code for AI and Payment Providers 2025-07-06 17:01:28 -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 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
Marcus Hill 1939e06a24 Start using the new modal when creating tickets. This allows us to select both the client and contact, along with a client-specific asset, location and vendor 2025-06-28 17:56:55 +01:00
Marcus Hill 77e9d72f92 Add physical location modal - not working 2025-06-28 13:37:44 +01:00
Marcus Hill ec344cbaa7 Allow entering multiple ticket watchers at once 2025-06-28 12:30:42 +01:00
johnnyq 98723b76cf Added Bulk Actions Set Network, Type and Delete to Asset Interfaces 2025-06-27 01:31:23 -04:00
johnnyq 6b0855cff8 Fix Exports while in Client Overview some were failing due to missing client_id var and some were not logging the client_id if in the client section 2025-06-26 15:49:49 -04:00
johnnyq 9a449c35ac Fix No content in Edit Recurring Invoice Note Modal 2025-06-18 16:18:01 -04:00
wrongecho 3b3e323ce5 Assets - Import CSV now takes purchase date too (MUST be in format YYYY-MM-DD, Excel is annoying and will silently reformat this at random) 2025-06-18 14:48:13 +01:00
johnnyq e7e7272002 Migrated Vendor Templates to its own table, lots of code modifications here 2025-06-17 22:44:54 -04:00
johnnyq 473fa2671d Migrate Document templates to its own table 2025-06-17 19:00:56 -04:00
johnnyq 27595b2c4a UI Add Ticket to Invoice - Removed Warning about Draf Invoices increase modal size to large and move input to a row to reduce uneessary veritical space being occupied. 2025-06-16 13:13:48 -04:00
johnnyq 5d2b14259c Added Ticket Due Date basic functionality to tickets 2025-06-12 17:13:17 -04:00
johnnyq 7c3332570a Add Ticket Category UI for Recurring Tickets 2025-06-11 18:11:08 -04:00
johnnyq 674da36cd1 Do Not calculate Non-Billable Invoices towards a clients balance Convert Add Payment Modal to AJAX and add it as an option from the invoice listing page 2025-06-11 17:12:37 -04:00
johnnyq a462ab36f8 Ticket add / edit / builk sort categories alphabeticaly 2025-06-11 14:56:23 -04:00
johnnyq fec8eaef70 Remove xml from the allowed upload list, if you must zip it up 2025-06-07 01:28:13 -04:00
johnnyq fed87c93ab Migrated contact link models to the new ajax models this fixes the issue of the overlapping var contact_name and improves page load and performance in contact details 2025-05-21 12:18:42 -04:00
johnnyq f53b77b556 Migrated asset link models to the new ajax models this fixes the issue of the overlapping var asset_name and improves page load and performance in asset details 2025-05-21 11:51:18 -04:00
wrongecho 8d937ac8f5 Fix add asset modal icon not showing 2025-05-20 11:39:35 +01:00
wrongecho be66ad9a4c Quotes / Invoicing
- Ability to manually mark a quote as invoiced (weird css fix for this, we can remove the custom css if we make the parent button just a dropdown, but don't want to introduce extra clicks)
- When converting a quote to an invoice, show the new invoice number in the quote history
- Quotes can now be sent from the main Send dropdown, instead of having to use the send button in the options menu / main quotes.php page
2025-05-14 10:41:32 +01:00
Marcus Hill b85fa38b67 Project - Show client abbreviation in open ticket link modal 2025-05-11 12:19:34 +01:00
Marcus Hill 546246d7c5 Project - Allow editing client after creation 2025-05-11 12:14:20 +01:00
Marcus Hill 1400983d8c Projects/Tickets
- Hide new project button for users that only have support read access
- Hide new ticket button for users that only have support read access
- Enforce client access restrictions for viewing project details based off project client
- Prevent selecting the 'Select tickets' text when linking ticket
2025-05-11 11:45:47 +01:00
Marcus Hill 429dfa5ca4 Allow file upload extensions: .bat, .stk 2025-05-04 21:38:11 +01:00
johnnyq 3e708059c6 Fix not showing File folders instead of Document Folders when creating a document. 2025-04-13 11:55:14 -04:00