44 Commits

Author	SHA1	Message	Date
johnnyq	dfc708145d	Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log	2026-10-19 12:34:53 -04:00
johnnyq	a5a43e37ac	Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing	2026-10-19 00:56:52 -04:00
johnnyq	f74ad10dd8	License templates stage 1: Admin > License Templates on the standard list with full search across name, version, summary, type, license type and notes, Active and Archived tabs with counts, sortable columns for type, license type, licenses and clients using it, seats in use against seats bought, last used and last changed with who, a row menu and an empty state; a page for each template showing what a license made from it starts with, the licenses made from it with their client, seats and renewal, how many renew in the next 30 days or have lapsed, and who made and last changed it; New license for a client from the template page or the list picks the client and takes seats, key, purchase and renewal dates and order reference, saves and opens that client's Licenses; Copy, Archive, Restore and Delete, archived templates no longer offered on New License and deleting one leaving its licenses in place unlinked; the template window gets icons in front of each field, a summary line and notes every license should carry; licenses remember the template they were started from on New License and the license quick look shows From the template, linked for admins; migration 3.2.8 adds the template link to licenses and who made and changed each template, counting a license whose name exactly matches a single template's name as made from it so existing templates don't start at zero; t_licenses updated for the new gone or archived wording; changelog updated	2026-10-18 19:52:20 -04:00
johnnyq	afaaa5fc32	Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated	2026-10-17 13:00:54 -04:00
johnnyq	e29369926f	Client portal stage 4: accounts - Your account rebuilt with details and an ask-us link, phone numbers, ticket email choices, password change needing the current password and 8 characters with an email notice, two-step sign-in with an authenticator app set up from a QR code, remembered browsers with Forget them, phone PIN and recent sign-ins with the device; activity rebuilt with signing-in and changes tabs and paging; sign-in asks portal users with two-step sign-in for a code, remembers the browser on request and locks an account after five wrong codes in ten minutes, matching portal users by contact_user_id; Admin > Client Portal can require two-step sign-in, sending anyone without it to set it up first, and agents can turn it off for a contact from the contact page; password links stored as SHA-256 and running out after an hour for Forgot password and a week for invites, the nightly run clearing only run-out links, Forgot password limited to one email per account every five minutes and ten requests per address in ten minutes, the reset page rebuilt with the password typed twice and a confirmation email, fixing the empty-token check that let anyone trigger the reset email; contacts choose every ticket email or replies and fixes only, and primary and technical contacts can hear about new tickets at their company or every update, honoured by agent, portal, email parser and recurring ticket emails; announcements for every client or one with tone and start and end dates on the portal home page, managed in Admin > Client Portal; View as contact opens the portal read only as a contact from the agent contact page, audited, with billing shown only when the agent's role reads sales and financial, nothing written or paid while viewing; agent contact page shows two-step status, last sign-in and ticket email choices; database 3.1.0 adds portal_announcements, contact ticket email columns and config_client_portal_require_mfa and hashes outstanding links; new functions/portal.php; changelog updated	2026-10-17 12:05:55 -04:00
johnnyq	6ef84c4547	Feature: Add Ticket Canned Responses	2026-08-15 17:29:17 -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	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	b8c9d5b4cf	Query Optimization: Select only needed columns instead of SELECT * on looped queries	2026-08-06 12:59:43 -04:00
johnnyq	c30c12674a	Sync DB Seed data between setup and setup cli	2026-08-03 22:41:31 -04:00
johnnyq	119334ab71	Cron Fix	2026-07-30 16:44:56 -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	9c65644adc	Update the rest of the PHP functions to use camelCase	2026-07-23 17:39:06 -04:00
johnnyq	d5a1305192	Reorg Admin Side nav menu	2026-07-21 14:17:16 -04:00
johnnyq	dfedc31c04	Update Tax to Tax Rates in admin side nav	2026-07-15 00:43:09 -04:00
johnnyq	dae7f09650	Remove _details, fix plural and singular file naming in admin, update admin post to match agent post	2026-07-15 00:38:34 -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	99218d02ad	Document Templates: UI Enhancement / Cleanup Document templates	2026-03-03 11:16:36 -05:00
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	27fde82aff	Fixed Adding Payment provider not adding an account, now adding you can customize the income/expense account, expense category, and Expense vendor. Moved Saved Payment Provider Methods into Payment Providers as a link instead of on the admin side nav. Same with AI Provider and AI Models.	2025-12-12 16:42:09 -05:00
johnnyq	4a26ea7ed9	Hide Permission Modules on sidenav admin menu as this is not ready for custom modules	2025-12-05 12:46:44 -05:00
johnnyq	18429fda2c	Remove all side nav Quick adds	2025-11-23 14:53:39 -05:00
johnnyq	29e1b56e78	Hide contract side nav as its not yet complete	2025-11-16 17:58:07 -05:00
johnnyq	7230325e62	Migrate Ticket Template add to ajax-modal, add category type option if not defined, add product type if not defined	2025-11-12 17:04:53 -05:00
johnnyq	af8e733cfb	Added Quick Add Links to the majority of Side bars navs	2025-11-12 16:27:03 -05:00
johnnyq	abb97ad99f	[Feature] Added Asset Tags	2025-11-11 19:57:51 -05:00
johnnyq	1d3f206660	Addec Contract Templates Listing add modal and add post code	2025-11-07 17:55:19 -05:00
johnnyq	559506fc90	Added Access Modules to view current modules and to allow custom modules for the future for use in custom code directories	2025-10-23 15:55:54 -04:00
johnnyq	c66aa92365	Update All Side Nav Links to be absolute so the side bar includes can be navigatable when navs are included in custom code	2025-10-23 13:07:02 -04:00
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	6a7a02d220	Add Custom Links Admin Nav option	2025-10-01 13:48:52 -04:00
johnnyq	edabc5c33f	rename /user/ to /agent/ and update links to use agent/ instead	2025-09-23 18:04:23 -04:00
wrongecho	8c0d542d7d	Better logic handling for the default page redirects	2025-09-08 15:40:59 +01:00
johnnyq	9642babb7e	Fix issue with AI Settings displaying in Admin Menu if the module invoice/accouting module is turned off	2025-09-05 19:00:17 -04:00
johnnyq	9d9bfc65d5	Fix Active side nav for api keys	2025-09-03 18:46:01 -04:00
Marcus Hill	2c160d1ac9	Take you back to dashboard rather than a redirect	2025-08-30 15:31:49 +01:00
johnnyq	fd73f132bc	Fixed a few table names in Stripe Migration, Removed legacy stripe and AI settings	2025-08-28 11:44:29 -04:00
johnnyq	2333d81276	Update more broken links from file dirextory consolidation	2025-07-29 18:34:51 -04:00
johnnyq	95950700d8	Moved user items to user directory	2025-07-28 17:57:06 -04:00
johnnyq	0494bfc1cf	Moved admin_ to /admin, user_ to user report_ to /reports each have their own post includes modals directories created seperate headers and footer. Also did the same for xcustom, more work to me done	2025-07-28 13:32:28 -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