4 Commits

Author SHA1 Message Date
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
bd7f67aa5b Enhancement: Files: Document and Files are easily distinguashable now with the option to choose all docs or just files. Thumbnails view now shows all files, Previews now available for documents, pdfs, txts etc, List view and Thumbnail view now retain in search param when navigating folders 2026-08-28 17:33:04 -04:00
johnnyq
497ea3b669 Centralize client portal access checks through contactCan()
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
3838d052f0 Add secure file handler for client ticket attachment and file view along with client and contact permission isolation, add the handler links in asset and contact 2026-07-15 18:35:32 -04:00