johnnyq
422088fb60
Invoices, quotes and recurring invoices makeover stage 2: per user, per device and per license recurring lines that take their quantity from the client's contacts (all or tagged), devices (ticked types or tagged, lost/stolen/retired left out) or a license's seats (in use or bought), counted again for every invoice with an optional contract minimum, set from a Counted choice on the add row or the full Quantity from section in Edit Line with a live count, marked on each line and listed in a new Seats card with Update now when the client has changed, quarterly frequency alongside monthly and yearly counted as a third in MRR on the dashboard, client pages, client portal and reports, period words {month} {quarter} {year} {period} filled into scope, notes and lines, schedule card showing the period the next invoice covers, recurring_invoice_anchor_day so month-end schedules return to the 31st after a short month, nightly run and Invoice Now consolidated into recurringInvoiceGenerate() which claims the run so it is billed once, refreshes seat counts and takes taxes at current rates, nightly run now bills runs missed by up to 7 days, Invoice Now bills the next run early and moves the schedule on from that run instead of restarting from today, recurring email goes to non-archived primary and billing contacts once per address and stays a draft when outgoing mail is not set up. Fixes portal recurring card ignoring yearly-only clients and counting archived ones, edit recurring invoice resetting the billing day. Adds DB 2.9.1, recurring_invoice_sync and recurring_seat_count handlers, itflowBillingSeatForm(), and updates the 26.11 changelog
2026-10-16 13:09:59 -04:00
johnnyq
a084e37c39
Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5
2026-08-14 13:22:11 -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
b3f959ac55
Use Short echo tags across the code
2026-07-28 18:47:52 -04:00
johnnyq
497ea3b669
Centralize client portal access checks through contactCan()
...
Replaces the duplicated primary/billing/technical checks across portal pages, post.php handlers, nav, and dashboard with contactCan()/enforceContactCan(). Same behavior, but the rules now live in one place instead of being copy-pasted, which is what let them drift before. file.php keeps its 404 response; ticket-visibility and approval-routing checks are intentionally left as-is.
2026-07-25 17:55:30 -04:00
johnnyq
9c65644adc
Update the rest of the PHP functions to use camelCase
2026-07-23 17:39:06 -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
0a30300bde
replace all instances of mysqli_fetch_array with mysqli_fetch_assoc for better performance and memory usage
2026-01-14 17:30:23 -05:00
johnnyq
ef1ec56270
Allow the Client to easily Pay an invoice from the client portal with a saved card
2025-09-03 17:09:17 -04:00
johnnyq
ed9b99e2f0
Fix unpaid invoices on client portal but also comment it out until ready for next release
2025-09-02 14:52:38 -04:00
johnnyq
9fe0d8417b
Feature: Added Client URI field to Assets which is exposed in the client portal can be used for remote desktop links etc
2025-07-31 15:54:07 -04:00
johnnyq
3e7d7f3801
Make Client Portal Dashboard Cards Linkable, added upaid invoices with ui for option to enter card manually, pay with saved card or pay entire balance
2025-07-15 18:23:20 -04:00
Marcus Hill
19af05ebee
Client Portal - Add company logo to header banner
2025-06-28 14:28:25 +01:00
johnnyq
5fb1070567
Show your Assigned Assets on the Client Portal Home Page
2025-06-26 18:45:23 -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
73da203dbb
Added Cards for Account Balance, Recurring Monthly for Billing Contacts and Domains Expiring for Technical Contacts to Client Portal
2025-05-31 17:47:08 -04:00
johnnyq
5f76a7989b
Move portal to client and rename and reorganize some client portal files
2025-01-23 17:12:11 -05:00
