johnnyq
b5ceeb4eaf
Bill sign-ups through the API and follow up when an invoice is paid - a lead that pays an invoice in full becomes a client however it is paid (online, autopay, a recorded payment or a batch), with the new A lead that pays an invoice becomes a client switch in Admin > Settings > Invoices and billing, on by default; a non-billable open ticket tied to an invoice (one raised through the API with ticket_invoice_id, or a quote's tickets once it becomes the invoice) gets an internal note when the invoice is paid in full, goes from On Hold back to Open, and its assigned agent is notified in the app and by email, while billable tickets whose time is on an invoice are left alone; new API endpoints recurring_invoices/create (lines from products or spelled out, the client's currency, frequency, start date, optional first invoice made at once and emailed to the primary and billing contacts, or marked Sent so its link can be paid, the answer including the invoice reference, amount, due date and pay link), recurring_invoices/read and portal_invites/create (sent from the company rather than the key's agent); tickets/create takes ticket_status (an active status other than Resolved and Closed), ticket_invoice_id (one of the client's own invoices) and ticket_notify agents to tell only the team; database 3.5.9 adds settings.config_invoice_paid_lead_to_client; invoicePaidFollowUp() runs from triggerCustomAction() on invoice_pay, with recurringInvoiceCreate(), billingInvoiceIssue() and the paid kind of ticketAgentEmailContent() in support; the Clients list reads each contract's term, so Renews soon shows again and its PHP warning is gone; changelog updated
2026-11-05 19:00:16 -05:00
..
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
Bill sign-ups through the API and follow up when an invoice is paid - a lead that pays an invoice in full becomes a client however it is paid (online, autopay, a recorded payment or a batch), with the new A lead that pays an invoice becomes a client switch in Admin > Settings > Invoices and billing, on by default; a non-billable open ticket tied to an invoice (one raised through the API with ticket_invoice_id, or a quote's tickets once it becomes the invoice) gets an internal note when the invoice is paid in full, goes from On Hold back to Open, and its assigned agent is notified in the app and by email, while billable tickets whose time is on an invoice are left alone; new API endpoints recurring_invoices/create (lines from products or spelled out, the client's currency, frequency, start date, optional first invoice made at once and emailed to the primary and billing contacts, or marked Sent so its link can be paid, the answer including the invoice reference, amount, due date and pay link), recurring_invoices/read and portal_invites/create (sent from the company rather than the key's agent); tickets/create takes ticket_status (an active status other than Resolved and Closed), ticket_invoice_id (one of the client's own invoices) and ticket_notify agents to tell only the team; database 3.5.9 adds settings.config_invoice_paid_lead_to_client; invoicePaidFollowUp() runs from triggerCustomAction() on invoice_pay, with recurringInvoiceCreate(), billingInvoiceIssue() and the paid kind of ticketAgentEmailContent() in support; the Clients list reads each contract's term, so Renews soon shows again and its PHP warning is gone; changelog updated
2026-11-05 19:00:16 -05:00
Tags stage 2: tags on five more record kinds (tickets, documents, [kind], [kind], [kind]) working like the other seven with tag pills and + picker on list, page and quick look, Tags field in New and Edit, list tag filter and tag-name search, Bulk Action Tags, export tag filter and Tags column; tickets list shows + only once a ticket has a tag, Tags under More filters with its own chip, board cards show tags, tag changes written to ticket history and merging moves non-archived tags; document tag filter in client Files and at top level across all folders excluding uploads, bulk Tags only tags ticked documents, cross-client document tags open a global search; global search matches tag names, shows the matching tag on each result and adds a Tags group; API tags read, update and create endpoints plus a tags list on every record read, per-kind permission checks and tag creation limited to admin keys; Tags starter pack and demo data cover the new kinds; changelog breaking change for tag-name matching in searches and upgrade note now 2.7.9 to 3.1.4; stage 1 tag test updated for twelve kinds
2026-10-17 15:17:14 -04:00
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
2026-10-15 15:29:10 -04:00
2026-10-15 15:29:10 -04:00