27 Commits

Author	SHA1	Message	Date
johnnyq	df668d83e6	Accounts Reconcile: reconcile an account against its bank or card statement from the account's menu on Accounts or Transactions - enter the statement's ending date and balance (what is owed, for a card) and notes, starting from where the last statement ended or the opening balance, with lines brought in from bank statements pre-ticked; tick what cleared with the cleared balance and difference updating as you go, each tick saved immediately so a statement can be finished later, pills for money in, money out, not ticked and ticked, search, tick and untick all shown, a bar keeping the difference and Finish in view, and Finish only once the difference is nothing; change the statement, discard it, or add a missing line with New Expense, New Income or New Transfer starting on the account; a history of reconciled statements with ending balance, lines cleared, money in and out and who reconciled it, with Undo on the latest putting it back in progress with its ticks; Transactions marks cleared lines linking to their statement, adds an Uncleared pill and a filter for one statement's lines, the export adds a Cleared column, and Accounts shows where each account is reconciled to; a cleared payment, other income, expense, transfer or reimbursement keeps its amount, date and account and can't be deleted until its statement is undone, which also blocks deleting its invoice or client (including through the API), refunding a cleared Stripe payment, bulk set account and bulk delete on cleared lines, and undoing a cleared reimbursement, with quick looks and edit windows showing where it cleared; the opening balance locks once an account has a reconciled statement and a ticked line moved to another account comes off its statement; reconciling needs write Financial access and undoing full access; new functions/reconcile.php, agent/reconcile.php, agent/post/reconcile.php and js/reconcile.js with ticking through agent/ajax.php; database 3.0.8 adds account_reconciliations and the reconciliation id on payments, revenues and expenses; demo data reconciles Operating Checking and the Business Visa monthly through last month; CHANGELOG updated	2026-10-16 23:12:22 -04:00
johnnyq	e7389a60be	Accounts and transactions: each account gets a kind (checking, savings, credit card, cash, payment processor, other) with its own icon, and a credit card's balance reads as owed on the accounts page, its ledger, the dashboard and every account picker; the accounts page has cards for what the accounts hold, what is owed on cards and money in and out this month against the same days of last month with transfers left out, and each row shows its description, defaults, kind, currency, balance with opening balance, this month's in and out and latest line, with Pay the Card or Transfer from it, Archive once empty, an Archived pill with Restore, and Delete only for an account never used; New Account and Edit share one form with an editable opening balance that is logged, the currency locked once money is on the account, and every field checked; Transactions is rebuilt as each account's ledger with an account switcher or every account, In and Out columns, the running balance for one account, pills for money in, money out and transfers, category, client, kind, method and amount filters, search, footer totals and an export taking the same filters with Account, Who or What, Client, In and Out columns; Transfers fold into the Transfers pill of Transactions with the menu link and old transfers.php links kept, New Transfer, Pay the Card and Edit share one checked form with a Swap button that keeps both sides in step and takes the from account's currency, a transfer into a card is a card payment, and a new transfer quick look has Edit and Delete; archive and delete rules are enforced in the handlers, editing a transfer no longer takes the expense and revenue ids from the form, transfer legs record who entered them, and one balance rule leaving out archived rows is used everywhere; new functions/accounts.php and agent/modals/transfer/transfer.php, account_form.php and transfer_form.php, transfer_model.php removed; database 3.0.7 sets each account's kind from its name; demo data adds a Business Visa paid off monthly from Operating Checking; CHANGELOG updated	2026-10-16 22:26:45 -04:00
johnnyq	a2a0823163	Trips stage 2: mileage money - Trips and Mileage in Admin > Settings > Invoice with miles or kilometers, the rate an agent is paid back for their own vehicle and the expense category it goes under, and what a trip bills a client as a trip charge, a rate a mile beyond the distance the charge covers and the invoice line name; the trip form has In their own vehicle starting as the driver's latest trip and Bill the client starting as the ticket is billable, each showing what it pays back or bills; the list gets To pay back and To bill pills, an owed card (Owed to you for agents without financial access), who is owed what and marks on each row; Pay Mileage pays one driver for the ticked trips at the usual or a past rate as a mileage expense per client paid personally by them under the mileage category to a Mileage vendor made on first use, paid back there and then from an account or later with Reimburse; Unbilled Time has Travel to bill beside the expenses at an editable price going on the client's invoice with their tickets and expenses, billing every client includes trips and Not billable writes them off; the invoice gets a Travel card with Add Trips and Take off Invoice, and deleting the line or invoice makes a trip to bill again; paid back and billed trips keep their distance, driver, vehicle, client and billable and can't be deleted, and deleting the mileage expense puts its trips back to pay; bulk Set Vehicle, Set Billable and Pay Mileage; the trip quick look shows what it pays back and bills and the mileage expense lists its trips; dashboard Trips to bill and Mileage to pay back, client overview Trips to bill and the Unbilled Time count include trips; export Vehicle, Paid Back and Billing columns; the Mileage report and dashboard chart follow the unit and the report rate starts at the mileage rate; demo data with recent trips in own vehicles and billable when trips bill; database 3.0.4 with trip_own_vehicle, trip_expense_id, trip_billable, trip_invoice_id, trip_invoice_item_id and the mileage and trip billing settings; CHANGELOG updated	2026-10-16 20:35:51 -04:00
johnnyq	9ff206af3d	Trips modernized for MSP use: rebuilt trips list with stat cards, pills (mine, for a client, for a ticket, our own), driver/client/date filters, search across site and ticket, footer total, bulk Set Driver/Set Client/Delete and export with driver, round trip, one way, site, ticket and odometer columns; new trip quick look with route, Google Maps directions, driver, client, site and ticket links, odometer, logged by and trips to the site, with Edit, Copy, Return Trip and Delete; one shared form for New, Edit, Copy and Return Trip with client sites and tickets, site address as destination, ticket fills purpose and site, known routes fill miles, one way miles with round trip total and optional odometer readings; Log a trip and a Trips card on tickets, a Trips tab on locations, Mileage report rows open the trip and show site and ticket with Site and Ticket CSV columns; every agent can log and manage their own trips while others' trips need Financial write and deleting them Financial full; trips follow ticket merge, client move and ticket or location delete; new functions/trips.php and handlers rewritten around tripSave and tripDelete, trip_model.php removed; demo data links trips to sites and onsite tickets; database 3.0.3 adds trip_location_id, trip_ticket_id and trip_created_by with backfill, makes trip_miles decimal and renames trip_end_odmeter to trip_end_odometer; CHANGELOG updated	2026-10-16 19:48:32 -04:00
johnnyq	8d5e5091ad	Expenses stage 3: billable expenses and pass-through costs - mark an expense for a client billable with a markup (default in Admin > Settings > Invoice), expenses to bill sit beside the time in Unbilled Time and go on a new or draft invoice with the tickets as a line each at a price that can be changed, the invoice gets an Expenses card with cost against billed and the margin plus an Add Expenses window, taking one off or deleting its line or invoice makes it to bill again (paid invoices keep it, cancelled ones keep the line), the quick look and list link billed expenses to their invoice with To bill and Billed pills and Bulk Set Billable, recurring expenses can be billed on each time or covered by one of the client's recurring invoices with a Costs card showing the monthly margin, expenses to bill counted in the menu, dashboard and client overview, export Billing and Billed On columns, demo data with recent client expenses to bill, database 3.0.1	2026-10-16 18:36:43 -04:00
johnnyq	d6e6bd146b	Products makeover stage 2: inventory ledger and alerts - every stock change recorded through productStockMove as received, sold, returned, counted or written off with unit cost, invoice or expense, note and agent, one Stock window to Receive, Count or Write off replacing Add Stock, a Stock tab on the product page with a running balance, Reorder at and Order per product with a To reorder tab, list and side nav badges, a dashboard Needs attention item and Low Stock notifications, a Count Stock page with live differences and a printable count sheet, an Inventory report with CSV exports, reorder columns and stock value in import and export, cancelling or deleting an invoice returns its stock from the net of its moves, copying an invoice or invoicing a quote carries the product link and is refused when tracked stock is short, recurring generated invoices link their products without moving stock, decimal stock quantities, database 2.9.5 with stock type, unit cost, invoice and user columns backfilled from existing notes, CHANGELOG updated	2026-10-16 15:48:29 -04:00
johnnyq	1a51fc8dd6	Invoices, quotes and recurring invoices makeover stage 3: Unbilled Time page under Billing and in each client's menu with a count, listing every client's billable resolved or closed tickets not yet invoiced with time logged, hours to bill, rate, amount and oldest waiting, invoicing many clients at once onto a new draft each or each one's newest draft, and per client reviewing each ticket's hours before billing onto a new or existing draft with a line per ticket or one for all, live totals, and Not billable to write tickets off, Billing Time settings under Admin Settings Invoice for rounding to 6, 12, 15 or 30 minutes or the hour, nearest or always up, a per-ticket minimum and the line name, defaulting to the nearest 15 minutes, rebuilt ticket Invoice window showing time by agent, hours to bill and the client or default rate with add-to-draft and an open ticket warning, Add Tickets on an invoice now adds lines for the tickets' time with an option to attach without lines, client overview, dashboard and Unbilled Work report linking to it and counting unbilled time the same way, ticket billing written to ticket history instead of an internal note, invoices from tickets and copies due on the client's terms including On Receipt. Fixes ticket invoice line placed near the top of existing invoices, a ticket billable twice from two windows, no rate when the client had none set, and no hours filled in for tickets with 100 hours or more. Adds DB 2.9.2, billingTimeInvoice() as the one billing path with ticket claiming, billingUnbilledSql() and related helpers, unbilled_invoice, unbilled_invoice_clients and unbilled_write_off handlers, js/unbilled_time.js, and updates the 26.11 changelog	2026-10-16 13:42:06 -04:00
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	cce7b15a03	Main Side Nav displays logo and company name more effiently	2026-10-14 14:43:30 -04:00
Wrongecho	d416406746	Scale sidebar business name to fit (@BoredManCodes)	2026-09-07 15:41:22 +00:00
johnnyq	35ddd1a64d	Feature: Designate a client record as your organization currently only provdes a direct link when you click company name in top of the side nav	2026-08-15 20:36:56 -04:00
johnnyq	35239b563d	Resize top nav and compoents	2026-08-14 18:53:20 -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	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	04014da21f	Combined Payments and Revenues as one View called income keeps all income in one place and still can add revenue not related to invoice	2026-07-26 01:10:52 -04:00
johnnyq	9c65644adc	Update the rest of the PHP functions to use camelCase	2026-07-23 17:39:06 -04:00
johnnyq	97ab1df762	Feature: Add Transactions, reorg Main side nav	2026-07-21 13:21:23 -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
wrongecho	39affa5528	Show trips on main nav for everyone if accounting enabled	2026-01-15 10:04:48 +00:00
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	18429fda2c	Remove all side nav Quick adds	2025-11-23 14:53:39 -05:00
johnnyq	af8e733cfb	Added Quick Add Links to the majority of Side bars navs	2025-11-12 16:27:03 -05:00
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	edabc5c33f	rename /user/ to /agent/ and update links to use agent/ instead	2025-09-23 18:04:23 -04:00