johnnyq
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b76bdd4b82
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License templates stage 3: a template can be required of every client or of clients with certain client tags (database 3.3.0, tags kept when tags are merged); the template page shows how many of those clients have it and lists the missing ones with Make and Make for the clients missing one; the list gains a Required tab and a coverage chip; a client's Licenses page shows the licenses it should have but doesn't, opening New License from the template, and the client overview counts them under Licenses missing; the template page lists its licenses by client with seats, renewal and billing state, with views for over seats, spare seats, renewing soon, expired and not billed, an action for each view and bulk Renew, True up seats and Bill seats; true-up sets seats bought to the seats in use or a typed number; Bill seats adds a line for the template's product to each client's recurring invoice that follows the license's seats bought or in use, using seats in use for licenses with no seat limit; the Renew window now posts to the agent handler so it also works from Admin
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2026-10-18 21:10:29 -04:00 |
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johnnyq
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0c12459eaf
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License templates stage 2: templates carry the seats a license starts with, a renewal term, a vendor from the vendor templates and the product they are sold as (database 3.2.9); a license made from one starts with its seats, gets a renewal date worked out from the purchase date and uses the client's vendor from that vendor template, or one with the same name, or has one made from the template by someone who can add vendors; New License fills in the seats, vendor and renewal date from the template and keeps the renewal date in step with the purchase date until one is typed in; Renew starts on the template's term; new licenses can be made for several clients at once with an option to skip clients that already have one; the template page and list show the new fields and the list search covers vendor and product; the license quick look shows the product and price to Sales users; deleting a vendor template or product removes it from the templates that used it
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2026-10-18 20:23:27 -04:00 |
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johnnyq
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f74ad10dd8
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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
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2026-10-18 19:52:20 -04:00 |
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