19 Commits

Author	SHA1	Message	Date
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	c51323b88e	Rebuild guest sharing as Shared Links (functions/share.php, DB 2.9.0) with one Share window for credentials, documents and files plus secure notes and login requests that clients answer through an encrypted form and agents save to credentials, choices for expiry, view limit, a passphrase or a code emailed to the recipient with lockout after five wrong tries, optional 2FA codes, notify on open, email or copy or QR, the link secret kept after the # and only its hash stored, login, note and request payloads sealed with AES-256-GCM under a key derived from the secret and request keys held under the vault, a rebuilt guest page (guest/share.php, js/guest_share.js, guest/share_ajax.php) with click to reveal so link scanners cannot use up one-time links, copy buttons, rotating 2FA codes limited to the browser that opened it and a destroy button, POST-only file downloads confined to the client folder, a Shared Links page per client and under All Client Docs with open, sent back and ended filters, a quick look with access history by address and browser, turn off one, ticked or every open link for a client, secrets wiped when links end and ended links kept for 90 days, sharing policy under Admin Settings Security, old links still working until they expire, removal of share_modal.php, share_modal.js, credential_share.php, share_generate_link, get_share_totp_token and deactivate_shared_item, and an updated 26.11 changelog	2026-10-16 01:33:36 -04:00
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	b3744e9ed5	More sweeps to replace select * with actual returned column names dramatically reduces php memory usage and speeds up processing dramatically especially in the crons since they run all the time	2026-08-06 13:10:23 -04:00
johnnyq	a27019511e	Remove unused overdue invoice setting move master cron switch out of notificaiton and into cron	2026-08-02 17:22:28 -04:00
johnnyq	b79a6c390e	Move some arrays out of load global settings and into their own entity	2026-04-05 12:00:56 -04:00
johnnyq	fae74a8b1e	Software: Add Additional License Types	2026-04-05 11:48:07 -04:00
johnnyq	02d217402c	Categories: Moved note type, software type, rack type to be creatable/editable Categories with common defaults and descriptions	2026-03-31 18:05:16 -04:00
johnnyq	383897ee27	Assets: Moved asset status to be creatable/editable Categories with common defaults and descriptions also Add category description to add / edit modals and description underneath category name	2026-03-30 17:25:51 -04:00
johnnyq	d8359e1049	Network Interface Types: Moved to creatable/editable Categories with common defaults	2026-03-30 15:24:09 -04:00
johnnyq	129e95fd3a	Added Net 45 Days, removed 14 Days as this isnt typically used anywhere	2026-02-19 12:34:30 -05:00
johnnyq	bf1d0655c4	Update Ticket list ui smaller badge for ticket and smaller task progress bar and more natural dates	2026-01-28 22:52:56 -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	dc0715da57	Added SMTP Provider and the ability to share OAUTH keys with IMAP for M365 Mail Auth	2025-09-15 17:23:00 -04:00
johnnyq	3a5b18f3dd	Added Beta support for Microsoft IMAP OAUTH2 must use new mail parser for it to work cron/ticket_email_parser.php	2025-09-12 15:56:44 -04:00
wrongecho	8c0d542d7d	Better logic handling for the default page redirects	2025-09-08 15:40:59 +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	9caa42975d	rename get_settings.php to load_global_settings.php and update all requires	2025-08-06 17:48:23 -04:00