itflow

ai

AI stage 1: rebuild AI Providers and AI Models in the standard list pattern with ready-made provider kinds (OpenAI, Anthropic, Azure OpenAI, Gemini, Mistral, Groq, OpenRouter, Ollama, LM Studio, OpenAI-compatible), Test that lists a provider's models, Save anyway for a provider that doesn't answer, a first model offered when adding the first provider, the API key no longer shown, from-to audit lines, and delete confirms that say what goes and what stops; model window with suggested models, use case notes and Try it; new AI Usage page logging each request by feature, user, client, model, tokens, time and failure, with totals, views and filters, pruned with the audit log; passwords, keys, 2FA links and card numbers taken out before sending and put back in the answer, on by default per provider; new Use AI role permission; Reword shown only when set up and allowed, placed first in the toolbar, with its own instructions, undo in one step and a fixed endpoint on admin pages; ticket summary and template drafts purified; Settings overview warns while AI requests keep failing; database 3.3.8 adds provider kind and redact, ai_usage and module_ai

2026-10-20 17:45:00 -04:00

api

Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing

2026-10-19 00:56:52 -04:00

app_log

Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log

2026-10-19 12:34:53 -04:00

audit_log

Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing

2026-10-19 00:56:52 -04:00

canned_response

Canned responses stages 3 and 4: agents keep canned responses of their own in Your account > Canned Responses (on the standard list with Yours and Shared tabs, how often they used each, change, copy, archive and delete their own, Copy to yours from a shared one), offered to them alone and first in the picker as Yours; Save your reply as a canned response at the foot of the picker opens the draft with the ticket's contact, first name, client, ticket number, subject, link and agent swapped back to placeholders (canned_response_unfill, text only, a one-word subject left alone), offered on the ticket's category with a switch to put it back as written, and saves it in JSON without leaving the ticket so the reply stays and the new one goes straight into the picker; Admin > Canned Responses gains an Agents' own tab showing whose each is with Share with everyone, copies made there are shared, and admins can share their own or tick Share when saving a reply; files go with a response (Files tab, up to ten of the ticket attachment kinds, kept in uploads/canned_responses/<id>/, streamed by agent/canned_response_file.php to those who may use it), shown as chips under the picker with an x to leave one off, copied onto the ticket with the reply and sent with its email on a ticket and in Update & Reply; migration 3.2.4 adds canned_response_user_id and canned_response_created_by and the canned_response_files table, existing responses staying shared; the response window moves to includes/canned_response_form.php for the admin and account windows; export and import (functions/canned_response_transfer.php) of one, some or every shared response as a versioned JSON file with categories by name, what it sets up, status by name and files as base64, importing as shared with categories matched or made and leave, add as well or replace (keeping use and archived state), everything made safe and refused files named; an MSP starter pack of 27 canned responses in Starter Content loaded through the same import, with Update for the ones already added, and the Update button now driven by the pack registry; new Canned Responses report under Service Desk by response and by agent, filtered by client and by the agent who used it, admins seeing every agent's own; changelog updated

2026-10-18 15:36:00 -04:00

category

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

contract_template

Show only the picked client's contacts in the contract form and use the standard pickers across the contract modals: the form put every client's contacts in the page and hid the others with the hidden attribute, which Safari ignores on an option, so New Contract from the Contracts page listed them all there; it now renders only the contract's client's contacts and fetches them from get_client_contacts when a client is picked, with the primary picked; make every select in the contract and contract template modals a picker, with avatars and titles for contacts and owners, except frequency and tax in the recurring invoice modal, which match the recurring invoice form; add the changelog entries

2026-11-10 13:54:07 -05:00

cron

Security sweep of the 26.11 work: API contact lookup by phone or mobile kept to the key's clients; API credentials refuse a wrong decrypt password instead of saving unreadable usernames and passwords, link credential_vendor_id and credential_software_id, and drop another client's contact or asset; Products Receive window lists expenses only with Financial access and only for clients the agent can open; account ledger, reconcile page and ledger export show lines for clients the agent can't open as Another client with only date, kind and amount, with search and the client filter kept to reachable clients; Tax Collected folds unreachable exempt clients into one line; client-limited agents no longer see other clients' names in the export window client filters, Transfer to Client, company vendor expense lists, My Activity or the New Client duplicate check; Stripe switched off stops guest pay links and saving cards, and the Stripe return never books a payment twice; Admin > Cron job window is admins only; records per page needs the CSRF token and takes only the listed sizes; uploads/canned_responses closed to direct access; Admin > Debug no longer stops at the footer; report export audit log no longer double-escapes names; bulk interface network refuses a deleted network; API assets/update keeps the primary interface IP, MAC and network, tickets/resolve reports success, software/read by name works, clients/create takes the company currency, certificates/create returns its error, clients/archive logs as Client, and the 405 response no longer echoes the method; changelog database step count corrected to sixty

2026-10-23 12:09:07 -04:00

custom_link

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

document_template

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

mail_queue

Mail queue stage 2: keep why each email failed or who cancelled it in the new email_queue.email_error column (database 3.3.7), written by the worker on every failure path and cleared on send or retry, show and search it on the list, include it in failure alerts and alert when the last retry gives up, and rebuild the email view with its status, reason, recipients, tries, times, attachments, calendar file, Retry now, Cancel and Delete, showing the message in a sandboxed frame

2026-10-20 11:34:57 -04:00

managed_instance

Set up a hosted instance and connect it in one command - Add Instance takes the address it will have, and the instance page gives a ready setup_cli command with the connection code and the client's company name, address, phone, website, tax ID, currency and primary contact as the first admin; setup_cli gains --manager-code and --manager-required (connects after setup, writes the managed line to config.php, exits 3 if it set up but could not connect), --ask-missing, --generate-password, --json and ITFLOW_SETUP_ environment variables for any option, and shows the cron job as a crontab line and for a hosting panel with the full PHP path; Managed Instances shows a connected instance whose cron has never run as Waiting for its cron job with the command to add, and the Managed Instances job says so in its notification; new managedSetupCommand(), the cron command in the instance report and the waiting state in managedInstanceHealth(), changelog updated

2026-11-06 14:29:27 -05:00

payment_method

Payment Methods: rebuilt Admin > Payment Methods with each method's use (payments, income, expenses) linking to Transactions, when it was last used, In use and Archived tabs, search and sorting; a method is for money in, money out or both and each picker offers only the ones that fit, transfers all of them; renaming carries the new name to every payment, income, expense, recurring expense, reimbursement, transfer, autopay and the defaults; payment and expense defaults set from the list; archive and restore; delete only an unused method, a used one is merged into another; methods records use that are not in the list can be added in one click; one New/Edit window with field icons; new functions/payment_method.php with paymentMethods() moved there from functions/billing.php; fixes a rename splitting records under two names, editing a Stripe payment or one whose method is no longer listed, and duplicate names; DB 3.4.1 adds payment_method_use and payment_method_archived_at

2026-10-25 01:03:16 -04:00

payment_provider

Let clients pay the card fee - turn on Clients pay the card fee on Stripe in Admin > Payment Providers with Stripe's percent and fixed rate, and each card payment in the client portal, through an invoice's link, by autopay or from Charge Saved Card is grossed up so Stripe's fee comes out of it, with one fee per payment shared over its invoices; the fee is shown before paying (Pay invoices, checkout, the guest pay page, invoice pages, autopay and the Charge Saved Card window) and goes on each invoice as a Card Fee line with no tax when the payment is booked, carried in the PaymentIntent's itflow_fees metadata and checked against the amount received to the cent; a client can be let off it with No card fee on their Billing tab, refunding a card payment takes its Card Fee line back off, autopay and Charge Saved Card now compare cents instead of whole dollars, database 3.5.6 adds the provider and client columns, changelog updated

2026-11-05 12:47:06 -05:00

portal_announcement

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

portal_user

Point the Client portal tab's notice to Modules, where the client portal is switched on, instead of Settings > Client Portal, and give the sign-in field in the Turn on portal access window a sign-in icon so it doesn't show two keys

2026-11-10 15:47:40 -05:00

project_template

Review pass over the modernized sections: add icons in front of the fields that were missing them (project form, bulk due and manager, project export; service form, depends-on pickers, bulk edit, review, link tickets and export; calendar event and calendar forms; rack and rack item forms; project template name; location and vendor extension; ticket bulk reply, bulk resolve and edit reply time worked; license renew date; client bulk ticket subject; credential share link), show names with apostrophes and quotes correctly in contact, asset, client, tag, ticket template and vendor template save messages, reword unclear or inconsistent messages and hints (ticket close, reply added, task approvals, bulk contact and asset messages, user and profile hints, VLAN, certificate and vendor PIN hints, with no vendor / location / network), singular and plural in bulk modal titles, US spelling in visible text, make the hidden attribute win over display utilities so the empty credential strength meter stays hidden, wrap pagination on narrow screens, and remove the unused credentialLink, projectLink and linkCounts helpers

2026-10-15 22:20:25 -04:00

role

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

sla

Add Holiday / Closure Days to SLA to pause SLA timer on defined days, also has a US Holiday Importer

2026-08-27 17:58:02 -04:00

sms_provider

Add Skyetel text messaging with two-way ticket texting, text to ticket for contacts, Text reply on tickets, a Texts inbox for unmatched numbers, verification codes and spam (codes masked, limited to credential access, every reveal audited, wiped after a day), STOP/START/HELP handling, a text log with retry and cancel in Maintenance > Text Messages, the Text Messages cron job, and texts to clients about their tickets, visits, visit reminders and invoices with per-contact opt-in from the contact, by text or in the client portal, quiet hours, and new settings in Tickets and Notifications (database 3.6.0 and 3.6.1)

2026-11-06 00:08:10 -05:00

software_template

License templates stage 4: export license templates to a file (every current one, the ones picked including archived, or one from its page or row), carrying what a license starts with, the vendor template without account number, code or contact, and the product name, but not who should have it; import a file, skipping, copying or replacing templates already here by name, matching vendor templates by name or creating them from the file, matching current products by name without creating any, and on replace keeping licenses, who should have it and the template's own product unless the file's product is here; add a License Templates starter pack of 20 common MSP licenses with type, licensing, renewal term, notes and vendor, linked to the products of the same name once Products & Services is loaded, plus an Update that refreshes the ones already here; add Import, Export, the report and the starter pack to the New License Template menu; add a License Templates report by template and by client covering licenses made, seats in use against bought, renewals, coverage of the clients that should have one and, for Sales users, licenses billed and their monthly value, with CSV export

2026-10-18 21:42:31 -04:00

tag

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

tax

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

ticket_status

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

ticket_template

Ticket templates stage 4: export and import - Admin > Ticket Templates exports every current template, the ones picked or one from its page as a versioned JSON file with its tasks and the answers they are for, fill-ins, request form, category and tags (not its agent or its request form's clients), and imports one checked and made safe with categories and tags matched by name or made, an existing name left alone, added as well under a name of its own or replaced keeping its tickets, agent and request form switch and clients, and request forms always coming in turned off (functions/ticket_template_transfer.php with export_ticket_templates, export_ticket_template and import_ticket_templates); the MSP starter ticket templates are rebuilt in that format with typed fill-ins, category, priority, tags and due time, tasks for answers and request forms for Onboard a new employee, Someone is leaving, Ask for a new computer and Report a suspicious email, plus new Software Request and Access Change Request templates, loaded through the same import, with Update on Starter Content to bring templates added from the old pack up to date; new Ticket Templates report under Service Desk showing each template's tickets raised by agents, from the portal, by recurring tickets and by projects, resolved, open now, time to resolve, time logged and last use, with the unused ones listed; changelog updated

2026-10-18 01:39:40 -04:00

user

Add agent invites: New User now emails an invite by default so the agent chooses their own password on the new join.php page, and Set a password now stays as the other option with the email that contained the password removed; database 3.5.1 adds user_invites with only a hash of the link's token kept and the vault master key locked under that token until it is accepted, cancelled or runs out; new functions/user_invite.php; adds the Invited view to Users with Send again, Get the link (shown once, also used when mail is not set up) and Cancel invite; waiting invites count toward the agent user limit and a role with waiting invites cannot be archived; the Get started team step invites when mail is set up; the quick look shows whose invite an agent joined from; replaces the new account email preview with the invite email; the nightly job clears invites cancelled or run out more than 90 days ago; adds userAvatarStore(); updates the changelog

2026-10-28 01:16:49 -04:00

vendor_template

Vendor templates stage 3: add a status page and support portal to vendors and vendor templates, linked from the vendor page, quick look, vendors list and its tickets and kept in step from the template, keep the account manager line and email on templates for new vendors only, add Export and Import of vendor templates with skip, add or replace for existing names and never account numbers or PINs, refresh the starter vendor templates with support sites, status pages, portals and what support asks for plus an Update for ones added before, carry the status page and portal in license template files, the API and exports, stop making a support site with a non-http scheme a link, and database 3.3.6 adds the new vendor and vendor template columns

2026-10-20 11:21:58 -04:00