johnnyq
185129dd72
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
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Trips modernized for MSP use: rebuilt trips list with stat cards, pills (mine, for a client, for a ticket, our own), driver/client/date filters, search across site and ticket, footer total, bulk Set Driver/Set Client/Delete and export with driver, round trip, one way, site, ticket and odometer columns; new trip quick look with route, Google Maps directions, driver, client, site and ticket links, odometer, logged by and trips to the site, with Edit, Copy, Return Trip and Delete; one shared form for New, Edit, Copy and Return Trip with client sites and tickets, site address as destination, ticket fills purpose and site, known routes fill miles, one way miles with round trip total and optional odometer readings; Log a trip and a Trips card on tickets, a Trips tab on locations, Mileage report rows open the trip and show site and ticket with Site and Ticket CSV columns; every agent can log and manage their own trips while others' trips need Financial write and deleting them Financial full; trips follow ticket merge, client move and ticket or location delete; new functions/trips.php and handlers rewritten around tripSave and tripDelete, trip_model.php removed; demo data links trips to sites and onsite tickets; database 3.0.3 adds trip_location_id, trip_ticket_id and trip_created_by with backfill, makes trip_miles decimal and renames trip_end_odmeter to trip_end_odometer; CHANGELOG updated
2026-10-16 19:48:32 -04:00
Trips stage 2: mileage money - Trips and Mileage in Admin > Settings > Invoice with miles or kilometers, the rate an agent is paid back for their own vehicle and the expense category it goes under, and what a trip bills a client as a trip charge, a rate a mile beyond the distance the charge covers and the invoice line name; the trip form has In their own vehicle starting as the driver's latest trip and Bill the client starting as the ticket is billable, each showing what it pays back or bills; the list gets To pay back and To bill pills, an owed card (Owed to you for agents without financial access), who is owed what and marks on each row; Pay Mileage pays one driver for the ticked trips at the usual or a past rate as a mileage expense per client paid personally by them under the mileage category to a Mileage vendor made on first use, paid back there and then from an account or later with Reimburse; Unbilled Time has Travel to bill beside the expenses at an editable price going on the client's invoice with their tickets and expenses, billing every client includes trips and Not billable writes them off; the invoice gets a Travel card with Add Trips and Take off Invoice, and deleting the line or invoice makes a trip to bill again; paid back and billed trips keep their distance, driver, vehicle, client and billable and can't be deleted, and deleting the mileage expense puts its trips back to pay; bulk Set Vehicle, Set Billable and Pay Mileage; the trip quick look shows what it pays back and bills and the mileage expense lists its trips; dashboard Trips to bill and Mileage to pay back, client overview Trips to bill and the Unbilled Time count include trips; export Vehicle, Paid Back and Billing columns; the Mileage report and dashboard chart follow the unit and the report rate starts at the mileage rate; demo data with recent trips in own vehicles and billable when trips bill; database 3.0.4 with trip_own_vehicle, trip_expense_id, trip_billable, trip_invoice_id, trip_invoice_item_id and the mileage and trip billing settings; CHANGELOG updated
2026-10-16 20:35:51 -04:00
Trips stage 2: mileage money - Trips and Mileage in Admin > Settings > Invoice with miles or kilometers, the rate an agent is paid back for their own vehicle and the expense category it goes under, and what a trip bills a client as a trip charge, a rate a mile beyond the distance the charge covers and the invoice line name; the trip form has In their own vehicle starting as the driver's latest trip and Bill the client starting as the ticket is billable, each showing what it pays back or bills; the list gets To pay back and To bill pills, an owed card (Owed to you for agents without financial access), who is owed what and marks on each row; Pay Mileage pays one driver for the ticked trips at the usual or a past rate as a mileage expense per client paid personally by them under the mileage category to a Mileage vendor made on first use, paid back there and then from an account or later with Reimburse; Unbilled Time has Travel to bill beside the expenses at an editable price going on the client's invoice with their tickets and expenses, billing every client includes trips and Not billable writes them off; the invoice gets a Travel card with Add Trips and Take off Invoice, and deleting the line or invoice makes a trip to bill again; paid back and billed trips keep their distance, driver, vehicle, client and billable and can't be deleted, and deleting the mileage expense puts its trips back to pay; bulk Set Vehicle, Set Billable and Pay Mileage; the trip quick look shows what it pays back and bills and the mileage expense lists its trips; dashboard Trips to bill and Mileage to pay back, client overview Trips to bill and the Unbilled Time count include trips; export Vehicle, Paid Back and Billing columns; the Mileage report and dashboard chart follow the unit and the report rate starts at the mileage rate; demo data with recent trips in own vehicles and billable when trips bill; database 3.0.4 with trip_own_vehicle, trip_expense_id, trip_billable, trip_invoice_id, trip_invoice_item_id and the mileage and trip billing settings; CHANGELOG updated
2026-10-16 20:35:51 -04:00
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
Trips modernized for MSP use: rebuilt trips list with stat cards, pills (mine, for a client, for a ticket, our own), driver/client/date filters, search across site and ticket, footer total, bulk Set Driver/Set Client/Delete and export with driver, round trip, one way, site, ticket and odometer columns; new trip quick look with route, Google Maps directions, driver, client, site and ticket links, odometer, logged by and trips to the site, with Edit, Copy, Return Trip and Delete; one shared form for New, Edit, Copy and Return Trip with client sites and tickets, site address as destination, ticket fills purpose and site, known routes fill miles, one way miles with round trip total and optional odometer readings; Log a trip and a Trips card on tickets, a Trips tab on locations, Mileage report rows open the trip and show site and ticket with Site and Ticket CSV columns; every agent can log and manage their own trips while others' trips need Financial write and deleting them Financial full; trips follow ticket merge, client move and ticket or location delete; new functions/trips.php and handlers rewritten around tripSave and tripDelete, trip_model.php removed; demo data links trips to sites and onsite tickets; database 3.0.3 adds trip_location_id, trip_ticket_id and trip_created_by with backfill, makes trip_miles decimal and renames trip_end_odmeter to trip_end_odometer; CHANGELOG updated
2026-10-16 19:48:32 -04:00
Trips modernized for MSP use: rebuilt trips list with stat cards, pills (mine, for a client, for a ticket, our own), driver/client/date filters, search across site and ticket, footer total, bulk Set Driver/Set Client/Delete and export with driver, round trip, one way, site, ticket and odometer columns; new trip quick look with route, Google Maps directions, driver, client, site and ticket links, odometer, logged by and trips to the site, with Edit, Copy, Return Trip and Delete; one shared form for New, Edit, Copy and Return Trip with client sites and tickets, site address as destination, ticket fills purpose and site, known routes fill miles, one way miles with round trip total and optional odometer readings; Log a trip and a Trips card on tickets, a Trips tab on locations, Mileage report rows open the trip and show site and ticket with Site and Ticket CSV columns; every agent can log and manage their own trips while others' trips need Financial write and deleting them Financial full; trips follow ticket merge, client move and ticket or location delete; new functions/trips.php and handlers rewritten around tripSave and tripDelete, trip_model.php removed; demo data links trips to sites and onsite tickets; database 3.0.3 adds trip_location_id, trip_ticket_id and trip_created_by with backfill, makes trip_miles decimal and renames trip_end_odmeter to trip_end_odometer; CHANGELOG updated
2026-10-16 19:48:32 -04:00
Trips modernized for MSP use: rebuilt trips list with stat cards, pills (mine, for a client, for a ticket, our own), driver/client/date filters, search across site and ticket, footer total, bulk Set Driver/Set Client/Delete and export with driver, round trip, one way, site, ticket and odometer columns; new trip quick look with route, Google Maps directions, driver, client, site and ticket links, odometer, logged by and trips to the site, with Edit, Copy, Return Trip and Delete; one shared form for New, Edit, Copy and Return Trip with client sites and tickets, site address as destination, ticket fills purpose and site, known routes fill miles, one way miles with round trip total and optional odometer readings; Log a trip and a Trips card on tickets, a Trips tab on locations, Mileage report rows open the trip and show site and ticket with Site and Ticket CSV columns; every agent can log and manage their own trips while others' trips need Financial write and deleting them Financial full; trips follow ticket merge, client move and ticket or location delete; new functions/trips.php and handlers rewritten around tripSave and tripDelete, trip_model.php removed; demo data links trips to sites and onsite tickets; database 3.0.3 adds trip_location_id, trip_ticket_id and trip_created_by with backfill, makes trip_miles decimal and renames trip_end_odmeter to trip_end_odometer; CHANGELOG updated
2026-10-16 19:48:32 -04:00
Trips stage 2: mileage money - Trips and Mileage in Admin > Settings > Invoice with miles or kilometers, the rate an agent is paid back for their own vehicle and the expense category it goes under, and what a trip bills a client as a trip charge, a rate a mile beyond the distance the charge covers and the invoice line name; the trip form has In their own vehicle starting as the driver's latest trip and Bill the client starting as the ticket is billable, each showing what it pays back or bills; the list gets To pay back and To bill pills, an owed card (Owed to you for agents without financial access), who is owed what and marks on each row; Pay Mileage pays one driver for the ticked trips at the usual or a past rate as a mileage expense per client paid personally by them under the mileage category to a Mileage vendor made on first use, paid back there and then from an account or later with Reimburse; Unbilled Time has Travel to bill beside the expenses at an editable price going on the client's invoice with their tickets and expenses, billing every client includes trips and Not billable writes them off; the invoice gets a Travel card with Add Trips and Take off Invoice, and deleting the line or invoice makes a trip to bill again; paid back and billed trips keep their distance, driver, vehicle, client and billable and can't be deleted, and deleting the mileage expense puts its trips back to pay; bulk Set Vehicle, Set Billable and Pay Mileage; the trip quick look shows what it pays back and bills and the mileage expense lists its trips; dashboard Trips to bill and Mileage to pay back, client overview Trips to bill and the Unbilled Time count include trips; export Vehicle, Paid Back and Billing columns; the Mileage report and dashboard chart follow the unit and the report rate starts at the mileage rate; demo data with recent trips in own vehicles and billable when trips bill; database 3.0.4 with trip_own_vehicle, trip_expense_id, trip_billable, trip_invoice_id, trip_invoice_item_id and the mileage and trip billing settings; CHANGELOG updated
2026-10-16 20:35:51 -04:00
Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages
2026-10-19 00:13:28 -04:00