johnnyq
e84e3e7e49
Client portal stage 2: billing in the portal - invoices and quotes open in the portal with PDF download and print, Pay invoices pays several invoices as one Stripe card payment with a saved card or a new card on a checkout page (one payment per invoice under a shared reference, booked once under a lock, one receipt and one paid notification), quotes accepted or declined with the contact's name and a note plus signed copy or PO upload, payments list with printable receipts, statement with aging and the shared statement PDF, recurring invoice page with autopay, Cards and autopay on one page, quotes waiting and past-due invoices on home, Ask us links prefill a ticket subject; shared billingQuoteAnswer and billingQuoteAddFiles used by the guest links too, new functions/billing_pay.php, Stripe-aware CSP for card pages with js/portal_stripe.js, nightly Stripe fee reconciled once per payment reference, Stripe refund limited to the payment's own amount, old add_payment_by_provider removed
2026-10-17 02:12:05 -04:00
johnnyq
c6eadf3fa3
Client portal stage 1, look, home and tickets: a new light shell with the company logo or initials on the theme colour, sections shown by what each contact may open (Home, Tickets, Billing for billing contacts, Your IT for technical contacts, custom links), New ticket and an account menu with a dark mode switch kept in a cookie, a bottom tab bar and slide-in menu on phones, and the welcome banner removed; a rebuilt home showing what needs the contact (tickets waiting on their reply or to confirm, approvals, past-due invoices), open tickets, balance with Pay invoices, renewals in the next 45 days, their devices with warranty status and the company phone and email; tickets rebuilt with Open, Waiting on you, Resolved, Closed and All tabs with counts, search, paging and the whole company's tickets for primary and technical contacts with a Mine filter, the old all-tickets page redirecting there; a ticket page with progress steps, the conversation oldest first, approvals, details alongside, replies with drag and drop attachments, It's fixed, close or reopen and rating; New Ticket with priority, category, device and attachments; fixes downloading files from internal notes, files on closed tickets not downloading, new tickets linking to another client's device or a non-ticket category, empty replies and tickets being accepted, PHP warnings on Pay invoices and Recurring invoices with no payment provider, and Bootstrap icons and the editor setup blocked by the portal CSP, which now allows data: images; new js/portal.js and portal helpers in client/functions.php, ticketPortalStatusHtml removed; changelog updated
2026-10-17 01:28:27 -04:00
johnnyq
9bfd26d57b
Add titles to icon-only buttons
...
- title on 294 icon-only buttons, named for what each one does
- aria-label on the 7 show-password buttons (title becomes the popover
header) and the portal mobile nav toggle
- Fix dead add-category button on products filter, credential bulk tag
button now preselects Credential, drop duplicate inner-icon titles
2026-10-08 17:12:21 -04:00
wrongecho
fa4beea116
Client Portal - Use flexbox to fix layout breaking
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Updated header layout to use flexbox for better alignment and spacing thanks to @BoredManCodes
2026-09-06 20:24:05 +01:00
wrongecho
70cb378c12
Client Portal - Fix navbar
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Thanks to @BoredManCodes
2026-09-06 20:15:29 +01:00
johnnyq
c89e3a90d4
Add Proper footers to Guest Area and client portal
2026-08-31 13:24:32 -04:00
johnnyq
be20810d18
Use Datatables for User Activity on the client portal
2026-08-28 16:19:27 -04:00
johnnyq
10fb40f36f
Feature: Major spruce up of the client portal profile page, added Department, Location, Title, Phone with Edit, editing Pin, Recent signins and recent activity along with a seperate activity page
2026-08-28 16:08:23 -04:00
johnnyq
c10d4eb736
Add Account Statment in Client Portal with option to download as a PDF
2026-08-28 15:22:02 -04:00
johnnyq
93fc6cd2ef
Offset background color fix datepciker empty right column
2026-08-26 22:42:20 -04:00
johnnyq
0843dc94fb
Update AdminLTE from 4.7.0 to 4.8.5 and switched adminlte colors to use min version
2026-08-25 15:52:48 -04:00
johnnyq
f2b2082762
css
2026-08-19 13:48:55 -04:00
johnnyq
fc5dc82c29
Bump AdminLTE to 4.7.0 to fix print issues
2026-08-18 18:16:49 -04:00
johnnyq
858acbcd30
Bump AdminLTE which brings back AdminLTE colors
2026-08-18 12:24:31 -04:00
johnnyq
bcc73737e4
Apply custom css across the board including client portal and guest
2026-08-15 17:53:10 -04:00
johnnyq
2375e69f2d
Update badge classes to bg
2026-08-15 13:00:41 -04:00
johnnyq
73e10e72f2
Update filter bar, increase height on top navbar, primary buttons now inherit theme color
2026-08-15 12:55:24 -04:00
johnnyq
6fc94d9733
Migrated confirm modal to sweetalert2 lib
2026-08-14 17:38:21 -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
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()
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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
7bc47a58fe
Replace Function nullable_htmlentities() with just escapeHtml() and update all instances throughout
2026-07-14 17:10:45 -04:00
johnnyq
8da3a107fb
Rename plugins to libs and update all file references
2026-07-10 13:24:20 -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
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
6c6a988c2b
Fix custom Favicon
2025-10-02 11:42:30 -04:00
johnnyq
690007be5c
More Relative to Absolute web asset paths updates
2025-09-24 13:09:25 -04:00
johnnyq
9bc705bfa1
Updated Guest pay and Client Add Delete Payments, adjustedsetting saved payment per recurring invoice
2025-07-09 01:45:56 -04:00
Marcus Hill
19af05ebee
Client Portal - Add company logo to header banner
2025-06-28 14:28:25 +01:00
johnnyq
f0bcf975b6
Add Assets to the client Portal viewable by Primary and technical Contacts
2025-06-26 18:18:36 -04:00
johnnyq
c0f3343412
Client Portal Add Recurrung Invoices with option to Enable or Disable Auto Pay per recurring Invoice if Stripe is enabled and Client has a payment method. Also when removing saved auto payment methods delete all recurring payments for that client that are Stripe method also added this to the admin settings
2025-05-22 17:58:51 -04:00
wrongecho
cdc0422d31
Allow adding custom links to the client portal nav-bar
2025-02-04 16:04:44 +00:00
johnnyq
5f76a7989b
Move portal to client and rename and reorganize some client portal files
2025-01-23 17:12:11 -05:00
