johnnyq
01fbcda75d
Security sweep 2: API archive, unarchive, resolve and close now check the client named in the call the same as create, update and delete do (every call except read.php and time.php counts as a write); API asset, contact, network and document create/update keep linked contacts, locations, vendors, networks and folders within the record's own client; linking a contact to an asset refuses another client's contact, and unlinking only clears the contact it was linked to; agents limited to certain clients no longer see other clients' names in the asset import template file name, export filter summaries, or the messages from file moves, unlinks, ticket asset removal, bulk project add and bulk interface network; guest quote Accept and Decline post instead of being plain links and check the key with hash_equals; exports that match nothing say so instead of showing a blank page; about 30 handlers now stop with 'no longer exists' when their record was just deleted, instead of showing warnings or an error page and writing history for a record that is gone; restore_contact_note reads its own id parameter; ticket prefix pattern escaped for the v flag; missing user agent and array key parameters handled; CHANGELOG updated
2026-10-26 19:54:36 -04:00
johnnyq
ea23a2bad5
Audit logs stage 1: Admin > Audit Logs rebuilt on the standard list with search, sortable columns and paging, filters for date, who (agent, portal contact or ITFlow itself), client, type and action, and counted views for Changes, Deletions, Sign-ins, Security and Data out; each entry shows who with their avatar, the client, the type and action as a coloured label, the description without the name in front, the IP and device in words, and links to its record while it exists or says No longer here; a quick look with the full entry, the raw user agent, everything from that IP, the record's other entries and what the same person did 15 minutes either side; CSV/PDF export with the page's filters, view and picked columns, itself audited; new functions/audit_log.php, admin/modals/audit_log/audit_log.php and audit_log_export.php, admin/post/audit_log.php and audit_logs export columns; agent/files.php takes ?open= for a file's quick look; database 3.3.1 adds log_client_id and log_entity_id keys on logs, gives each action one name (Unarchive/Restored to Restore, Deleted, Merged, Closed, Reopened, Resolved and Sent to Delete, Merge, Close, Reopen, Resolve and Send, Client Access to Denied, saved card and payment provider Updates to Create or Delete, contract template Update to Edit, type client to Client) and repoints entries at the right record (reply edits and redactions to the ticket, API document edits to the document, reimbursements to the recording expense, API client restores to the client), guarded so it can run again; logAudit call sites in agent, admin, api, client, cron and functions use the same names and record ids
2026-10-18 22:36:25 -04:00
johnnyq
bf89a86ab1
Categories stage 3: list category filters offer only the categories their records have through categoryFilterOptionsHtml, archived ones marked (archived) and referrals that aren't categories marked (not set up), on expenses, recurring expenses, income, invoices, products, tickets, recurring tickets, client referrals and their export windows; new filters for quotes and recurring invoices by category, assets by status, licenses by software type and racks by type, each also in its export window and filter summary; asset type tabs count within the chosen status, and license tabs within software type and license type, fixing license counts that ignored the license type filter; Category export column for invoices, quotes and recurring invoices and Status column for assets, off until ticked; lists and quick looks show a category as its icon in its color through categoryMarkHtml, or its dot without one, on expenses, recurring expenses, income, transactions, tickets, recurring tickets and the ticket page; Admin > Categories usage counts link to the new filtered lists; read-only categories API at api/v1/categories/read.php with kind, id, name, archived and paging, checked per kind against the module that uses it, with usage counts for keys whose user sees every client; racks Archived button kept on one line; changelog updated
2026-10-17 20:42:29 -04:00
johnnyq
cd565b73c7
Taxes stage 2: Tax Collected report rebuilt for filing with an Invoiced basis (each sent invoice in the month of its date) or Paid basis (each payment carrying its share of its invoice), tax by part of each rate with registration numbers so a state's and a county's parts count apart and parts named alike add up in one row, sales before tax and net of discounts split into taxable, exempt and non-taxable, tax paid on purchases by part and net tax collected less paid, exempt sales by client with certificate and expiry, quarterly or monthly with a chart and CSV export of the tax table or the exempt sales, archived payments left out; expenses and recurring expenses record the tax included in them with a rate worked out from the amount as typed or typed over from the receipt, a tax amount with no rate allowed, refunds giving their tax back, recurring expenses copying it to each expense recorded, vendor defaults filling it in, and the list and quick looks showing it; exports gain invoice subtotal, discount, tax and tax by part, quote and recurring invoice tax, expense before tax, tax and tax rate, and client tax rate and exemption columns; API adds a taxes read endpoint with each rate's parts, subtotal, tax, tax by part and registration numbers on invoice and quote reads, and each line's rate on invoice item reads; Admin > Taxes explains naming parts alike and links the report; demo data names Allegheny County's state part PA Sales Tax and taxes the company's own-use purchases; removes the unused getMonthlyTax and getQuarterlyTax; database 3.1.2 adds expense and recurring expense tax rate and amount; changelog updated
2026-10-17 13:27:53 -04:00
johnnyq
87c441b3b9
Billing stage 5: payment reminders on a schedule set in Invoice Settings (days before, on and after the due date, then every N days until paid, with a client opt-out on the Billing tab and no reminder for autopay invoices until late), Send Reminder and next-reminder status on the invoice page, a message and PDF attachment in the invoice, quote and statement Send windows, a statement PDF with aging and an optional monthly statement run, a new look for invoice, quote, reminder, receipt, statement and team notice emails sent to primary and billing contacts, late fee added as a proper invoice line, fixes for the quote answered notice link and batch payment receipts, database 2.9.8 and changelog
2026-10-16 17:12:10 -04:00
johnnyq
775edc53d8
Products makeover stage 1: products and services with cost and margin, the vendor they are bought from with its part number, internal notes and default billing of one time, monthly, quarterly or yearly per user or per device that fills in Billed on quotes and Counted on recurring invoices, a per-product Track stock switch so only tracked items move stock and refuse to be invoiced past the shelf while untracked ones are ordered as needed, rebuilt Products list with what catalog lines bring in each month on recurring, sales over 90 days with the top seller and stock value at cost, tabs for Services, Products, Recurring and Stocked, a vendor filter and part number search, a new product page with price, margin, 12 month sales, monthly recurring, stock with recent moves, recurring invoices, open quotes, invoices and history tabs, inline notes and Copy, one New and Edit window with live margin, rebuilt Add Stock, import by column heading with update by code for price lists, export with cost, margin, billing, vendor, part number and stock, agent-only margin on invoices, quotes and recurring invoices, a Products tab on our vendors' pages, search results opening the product page, billing defaults in the starter catalog and costs and vendors in the demo data. Fixes bulk Restore of archived products doing nothing, deleted products leaving stock behind, Add Stock recording zero units or a missing expense, and a backslash before an apostrophe in agent names in billing history. Adds DB 2.9.4 with product cost, vendor, part number, notes, frequency, seat source and track stock set for products with stock history plus product keys on line and stock tables, functions/products.php with productSave() as the one write path, productUsage() and billingMargin(), agent/product.php, a shared product_form.php, copy_product and product_set_notes handlers, removes product_model.php, and updates the 26.11 changelog
2026-10-16 15:23:05 -04:00
johnnyq
2fcdd6006b
Invoices, quotes and recurring invoices makeover stage 4: quote lines billed one time or each month, quarter or year with a Billed choice on the add-a-line row and in Edit Line, quotes grouped into One-time, Each month, Each quarter and Each year with a total for each on the page, PDF and client view, lines dragged within their own group, Start Billing on accepted quotes putting one-time lines on a draft invoice due on the client's terms and each recurring part on a new recurring invoice from a chosen date, emailed or left as drafts, or added to one of the client's recurring invoices of the same frequency, with an option to bill the first period on the invoice, an Invoiced as card on the quote linking every invoice and recurring invoice it became including ones it added lines to, From links back on invoices and recurring invoices, monthly amounts in the quotes list and its totals, search, client portal, quote email, Send and Copy windows, quotes export and client export, and Quotes Pipeline valuing quotes at up front plus a year of recurring lines. Fixes Make Invoice invoicing a quote twice or one never accepted, and its audit entry using the current quote prefix instead of the quote's own. Adds DB 2.9.3 with item_frequency, quote_monthly_amount, invoice_quote_id and recurring_invoice_quote_id, linking invoices to their quotes from history, quoteConvert() as the one invoicing path claiming the quote in a transaction, quoteLineGroups(), quoteAmountText() and quoteMadeFrom(), reportCsv() totals written as given, and updates the 26.11 changelog
2026-10-16 14:14:53 -04:00
johnnyq
fee0a5cb80
Invoices, quotes and recurring invoices makeover stage 1: one shared document page for all three with inline line editing (product pick, live line totals, drag to reorder, lines locked once paid or answered), shared New/Edit form, late recurring invoices offer to skip to the next date without billing missed runs, Add Payment shows remaining balance and account balances, Batch Payment lists the invoices it will pay, Add Tickets takes several at once, new PDF layout for invoices, quotes and packing slips with pay/answer QR codes and paid/answered stamps, Letter or A4 by country, guest invoice Pay Now with other open invoices, guest quote Accept/Decline then signed copy or PO upload. Line amounts rounded to the cent on save, expired quotes can no longer be accepted from the link, Batch Payment skips non-billable invoices, recurring list creation-date filter removed. Fixes discount reset to zero on invoice/quote edit, stock not moving on invoice item quantity change, invoice status not updating on payment edit, autopay left behind on recurring invoice delete. Consolidates line items, totals, statuses and PDFs into functions/billing.php, includes/billing_paper.php, agent/post/billing.php and functions/billing_pdf.php with a single billing_items_order ajax reorder; removes the three item edit modals, link_invoice_to_ticket, guest_quote_upload_file_modal.php and js/product_autocomplete.js
2026-10-16 12:37:50 -04:00
johnnyq
86ba041cdc
Add Quick Send Quote / Invoice to replicate the old single click to Send Email
2026-08-28 14:40:25 -04:00
johnnyq
72e6f23e19
Send Email and Mark Sent modals for invoices and quotes (db 2.7.7)
...
Send Email opens a contact picker instead of hardcoding the primary contact; Mark Sent asks how it went out and takes a note. Both log recipients / method / note to the document history. Handlers moved GET -> POST.
Fixes two pre-existing bugs in the email path: archived contacts were still receiving billing copies, and every copy was addressed to the primary contact by name.
2026-08-28 13:31:22 -04:00
johnnyq
2375e69f2d
Update badge classes to bg
2026-08-15 13:00:41 -04:00
johnnyq
8c0e5246b4
Fix Card Margin bottoms client header and ticket cards on the right
2026-08-14 19:08:15 -04:00
johnnyq
f7548af234
Fix Export Missing coluns due to the select star sweep
2026-08-09 14:33:06 -04:00
johnnyq
64423cbefa
Fix Client PDF Export
2026-08-06 18:51:09 -04:00
johnnyq
f8899e592f
More Select * Queries convert
2026-08-06 13:57:46 -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
b8c9d5b4cf
Query Optimization: Select only needed columns instead of SELECT * on looped queries
2026-08-06 12:59:43 -04:00
johnnyq
ddd9c2b56a
clientScopeSql sweep whicn now removed the extra unessesary client joins
2026-08-06 11:45:56 -04:00
johnnyq
3c8f812a16
Feature: On all export modals added Filter Tab and Selectable Columns tab with default selected, also you can now export to a PDF
2026-07-30 00:46:15 -04:00
johnnyq
5c4805b822
Neutralize CSV formula injection in generated exports using the new created escapeCsvFormula Function
2026-07-24 18:12:45 -04:00
johnnyq
af51c4316f
Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present
2026-07-24 13:40:37 -04:00
johnnyq
41b118ab87
Add formatAddress function and replace all addresses with it
2026-07-23 18:10:39 -04:00
johnnyq
41d029937a
More Client Scoping fixes
2026-07-16 14:29:23 -04:00
johnnyq
9d540f4bfe
Replace Function customAction() with triggerCustomAction()
2026-07-14 17:43:55 -04:00
johnnyq
b8873039a4
Rename Functions: flash_alert, sanitizeFilename and display_folder_options using camelCase instead to match other custom php functions
2026-07-14 17:41:41 -04:00
johnnyq
f1836c70cd
Replace Function logAction() with logAudit()
2026-07-14 17:35:23 -04:00
johnnyq
b57ddc0e5c
Replace Function sanitizeInput() with just escapeSql() and update all instances throughout
2026-07-14 17:17:50 -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
065e674a68
Quotes: Fix Quote Copy missing client
2026-04-04 17:38:12 -04:00
johnnyq
6122efc870
Updated all Queries related to invoice items to reflect their new tables quote, invoice, recurring invoice items
2026-03-07 19:35:44 -05:00
johnnyq
6d2cb0aea3
Split out item edits into seperate posts and modals for editing invoice, quote and recurring invoice items
2026-03-07 12:12:27 -05:00
johnnyq
6f0a2a5a73
quotes: enforceClientAccess
2026-03-06 18:11:35 -05:00
wrongecho
dee5085f4a
Allow associating a quote with a ticket
2026-03-02 10:54:44 +00:00
johnnyq
2c47001b19
Quote: Add missing CSRF checks and missing permission on export quote pdf
2026-03-01 22:02:43 -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
a79ce23ae5
Fix randomString() to generate cryptographically secure URL-safe tokens, reduced url keys to 32 Characters for performance and easy copy and paste and compatibility while still mainitaining ubreakable cryptographic keys
2025-12-18 14:24:53 -05:00
johnnyq
e1a579387f
Convert all Import / Export Modals to Ajax and a few other lingering modals that were not converted yet
2025-12-02 15:04:05 -05:00
johnnyq
99e2487d2b
Fix dupe race condition with ticket, invoice, quote, project, recurring ticket numbering when being created in parallel Atomically update and get the next ticket number in one SQL query everywhere.
2025-11-28 14:14:46 -05:00
johnnyq
26ab43c57f
Fix Mail Queue link when sending a test email, updated the quote send email wording to Quote sent
2025-11-12 14:50:05 -05:00
johnnyq
edabc5c33f
rename /user/ to /agent/ and update links to use agent/ instead
2025-09-23 18:04:23 -04:00
