2026-11-05 16:03:43 -05:00
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Add client onboarding: Onboard a client under New Client's arrow and in the client menu (also on a lead's row, a lead's Edit window and Get started's first client step) walks through the company, locations, people with portal access, the agreement from a contract template optionally sent to sign, billing with the agreement's recurring invoice (paused while out to sign), IT basics with domains and vendors and licenses from templates, and a kickoff project from a project template, each step saving as it goes with Skip for now and ticking itself off from what the client already has, a Finish onboarding card on the client overview until finished or closed, steps following the agent's role and enabled modules, database 3.5.2 adds client_onboardings, contractFromTemplateAdd() takes a status so a contract can start as a draft, and the audit log gets an Onboard action
2026-10-28 02:09:45 -04:00
Show whether each ticket reply was emailed and who to: replies are marked Email reply, Public note or Internal, an email reply lists each recipient with their email's state from the mail queue (sent, waiting, retrying, failed with why, cancelled) and a Mail Queue link for admins, sending says how many it went to or why it didn't go, and editing an emailed reply says the client keeps what was sent; database 3.4.8 adds ticket_replies.ticket_reply_emailed and ticket_reply_emailed_to and email_queue.email_ticket_reply_id, matching the mail queue's update and resolved emails to their replies; bulk reply, bulk resolve and the API record it too
2026-10-26 12:51:28 -04:00
Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors
2026-10-20 11:29:58 -04:00
Contracts: refuse impossible dates (2026-02-30) when adding, editing, activating, renewing, cancelling or starting from a template instead of failing on save; keep each term to the day of the month it started on or the last day of a shorter month so month-end contracts no longer drift (PHP, nightly renewal, the Renew window, templates, Standard terms and contract_form.js); withdraw signing requests still waiting on the client or a countersignature when a contract is cancelled, when it ends nightly or when its client is archived (singly or in bulk), and refuse signing or countersigning on ended, cancelled or archived-client contracts through the link, the portal and Countersign; leave archived clients' contracts alone nightly (no renewing, ending or reminders), keep them out of the all-clients list, Due soon and the side menu count, and refuse sending them to sign; count a self-renewing contract as due soon and remind about it only when its notice date falls within its term, so Standard terms and monthly contracts with 30 days' notice no longer remind every term; keep drawing and adding prepaid hours on a cancelled contract until its last day; refuse deleting a contract once tickets drew on its prepaid hours or it was signed by both, showing why in place of Delete; changelog updated
2026-10-28 23:51:45 -04:00
2026-11-05 16:03:43 -05:00
2026-11-05 16:03:43 -05:00
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
Rates, net terms and SLAs come from the client's contract, else the instance defaults: database 3.5.0 adds a default after-hours rate (Settings > Defaults, now Rates and terms), gives each client whose own rate, net terms or SLAs differ from the defaults an active Standard terms contract setting just those (12-month term renewing itself, starting the day the client was added or the day before its earliest contract, archived with an archived client), deletes per-client SLA assignments and drops clients.client_rate and client_net_terms; time bills at the contract's rate, its after-hours rate or the default after-hours rate, else the default rate, new invoices are due on the contract's net terms else the default, and new tickets get the contract's SLA else the default; a client's own terms still apply until the update runs; the client add and edit windows lose the rate, terms and SLA fields for a note saying what the client is billed on and where it comes from, the Clients list loses Set Hourly Rate and Set Net Terms and shows the contract's rate, the overview's Terms shows the after-hours rate and whether terms are a contract's or the defaults, a contract's page and document show what it leaves empty from another contract in force or the default so signed documents stay unchanged, contract windows show the defaults as placeholders, contract names take a proper possessive; the client import and API create make a Standard terms contract for a rate or terms that aren't the defaults (returning contract_id), API update reports them in not_kept; the client export gives the rates, terms and SLAs as billed; demo data puts each demo client's terms on a contract; changelog updated
2026-10-27 22:22:34 -04:00
2026-11-04 14:01:40 -05:00
Accounts Reconcile: reconcile an account against its bank or card statement from the account's menu on Accounts or Transactions - enter the statement's ending date and balance (what is owed, for a card) and notes, starting from where the last statement ended or the opening balance, with lines brought in from bank statements pre-ticked; tick what cleared with the cleared balance and difference updating as you go, each tick saved immediately so a statement can be finished later, pills for money in, money out, not ticked and ticked, search, tick and untick all shown, a bar keeping the difference and Finish in view, and Finish only once the difference is nothing; change the statement, discard it, or add a missing line with New Expense, New Income or New Transfer starting on the account; a history of reconciled statements with ending balance, lines cleared, money in and out and who reconciled it, with Undo on the latest putting it back in progress with its ticks; Transactions marks cleared lines linking to their statement, adds an Uncleared pill and a filter for one statement's lines, the export adds a Cleared column, and Accounts shows where each account is reconciled to; a cleared payment, other income, expense, transfer or reimbursement keeps its amount, date and account and can't be deleted until its statement is undone, which also blocks deleting its invoice or client (including through the API), refunding a cleared Stripe payment, bulk set account and bulk delete on cleared lines, and undoing a cleared reimbursement, with quick looks and edit windows showing where it cleared; the opening balance locks once an account has a reconciled statement and a ticked line moved to another account comes off its statement; reconciling needs write Financial access and undoing full access; new functions/reconcile.php, agent/reconcile.php, agent/post/reconcile.php and js/reconcile.js with ticking through agent/ajax.php; database 3.0.8 adds account_reconciliations and the reconciliation id on payments, revenues and expenses; demo data reconciles Operating Checking and the Business Visa monthly through last month; CHANGELOG updated
2026-10-16 23:12:22 -04:00
2026-11-05 16:03:43 -05:00
Assets: add NAS, UPS, PDU, Modem/ONT and NVR/DVR types from a new registry in functions/asset_type.php that sets each type's icon, tone, group, fields and details; the asset form shows only the fields a type uses (fields that already hold a value stay shown) and adds a Details section per type (CPU/RAM/storage, VM host/vCPUs, switch ports/SFP/PoE/management, NAS drives/capacity/RAID, UPS capacity/output/runtime/outlets/battery dates, PDU kind/outlets/input, modem circuit ID/ISP account, printer, phone, mobile, display, camera and NVR details) stored in a new asset_specs table (database 3.4.9); new or changed port and SFP counts add the missing interfaces, continuing the asset's numbering, skipping Wi-Fi, VLAN and management ports and never deleting any; the asset page and quick look show the details, a server or NAS lists the VMs that run on it, and Assigned and Warranty show only on types that use them; the list gets Servers & NAS and Power tabs, an optional Details column, a UPS battery badge, an Assigned picker only on assigned types, and New buttons named for what they add; nightly UPS Battery Due notifications at 45, 7 and 1 days as a Support notification; copy leaves out per-unit details, Transfer to Client carries details and interface types, export adds per-detail columns, import reads detail columns after the standard twelve (VM hosts by name, resolved after every row is in) and reports values it could not keep, and the API reads and writes asset_specs; racks, client portal, client export, overview, document templates and AI lists group the new types; fix asset import carrying physical location and notes into the next row, saving 0000-00-00 for a missing purchase date and warning on an unknown contact or location, save API and import types in the list's spelling, and keep interface types on transfer; changelog updated
2026-10-27 15:59:03 -04:00
Assets: add NAS, UPS, PDU, Modem/ONT and NVR/DVR types from a new registry in functions/asset_type.php that sets each type's icon, tone, group, fields and details; the asset form shows only the fields a type uses (fields that already hold a value stay shown) and adds a Details section per type (CPU/RAM/storage, VM host/vCPUs, switch ports/SFP/PoE/management, NAS drives/capacity/RAID, UPS capacity/output/runtime/outlets/battery dates, PDU kind/outlets/input, modem circuit ID/ISP account, printer, phone, mobile, display, camera and NVR details) stored in a new asset_specs table (database 3.4.9); new or changed port and SFP counts add the missing interfaces, continuing the asset's numbering, skipping Wi-Fi, VLAN and management ports and never deleting any; the asset page and quick look show the details, a server or NAS lists the VMs that run on it, and Assigned and Warranty show only on types that use them; the list gets Servers & NAS and Power tabs, an optional Details column, a UPS battery badge, an Assigned picker only on assigned types, and New buttons named for what they add; nightly UPS Battery Due notifications at 45, 7 and 1 days as a Support notification; copy leaves out per-unit details, Transfer to Client carries details and interface types, export adds per-detail columns, import reads detail columns after the standard twelve (VM hosts by name, resolved after every row is in) and reports values it could not keep, and the API reads and writes asset_specs; racks, client portal, client export, overview, document templates and AI lists group the new types; fix asset import carrying physical location and notes into the next row, saving 0000-00-00 for a missing purchase date and warning on an unknown contact or location, save API and import types in the list's spelling, and keep interface types on transfer; changelog updated
2026-10-27 15:59:03 -04:00
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
Roles stage 4: the money on invoices goes by Financial with Sales at Read through billingMoneyCan and enforceBillingMoney, so taking payments one at a time, by saved card or as a batch, changing them and emailing receipts, reminders and statements need write access to Financial, and deleting or refunding a payment needs full access, with the old Sales rules for reminders, statements and receipts still accepted; invoice, invoice list, Income and payment quick looks offer only what the role can do, the reminder window offers only the reminder to a role that cannot send the invoice, a reminder for a draft or with nothing owed still needs Sales, and Income bulk Set Category on payments needs Sales as it changes the invoice; database 3.1.8 gives the built-in Accountant full access to Financial when it still has its shipped levels, and new installs seed it that way; calendar events for a client follow the role's Clients level through calendarEventCan, Read to see, Modify to add, change, move, skip or send, Full to delete or Modify for the agent who added it, events an agent is on always show, events with no client stay open to everyone, and the calendar, dashboard and calendar links leave out other agents' client events for roles without Clients, with New event, the client picker and dragging following the same rule; the API now sets PHP and MySQL to ITFlow's timezone so what it creates, API ticket SLA times and key expiry go by local time, and inc_set_timezone.php only writes the session when one is open and no longer leaves its result and row variables behind; changelog updated
2026-10-17 21:52:10 -04:00
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
2026-10-17 00:47:32 -04:00
Add client onboarding: Onboard a client under New Client's arrow and in the client menu (also on a lead's row, a lead's Edit window and Get started's first client step) walks through the company, locations, people with portal access, the agreement from a contract template optionally sent to sign, billing with the agreement's recurring invoice (paused while out to sign), IT basics with domains and vendors and licenses from templates, and a kickoff project from a project template, each step saving as it goes with Skip for now and ticking itself off from what the client already has, a Finish onboarding card on the client overview until finished or closed, steps following the agent's role and enabled modules, database 3.5.2 adds client_onboardings, contractFromTemplateAdd() takes a status so a contract can start as a draft, and the audit log gets an Onboard action
2026-10-28 02:09:45 -04:00
2026-11-05 13:16:06 -05:00
2026-11-05 13:16:06 -05:00
2026-11-05 13:16:06 -05:00
Give tags a quieter look everywhere they show - the tag's colour as a faint wash, a fine edge and its icon, the name in the page's own text colour, pale colours darkened on white and dark ones lifted in dark mode - on lists, record pages, Admin > Tags, the tag window, global search, the tag picker and every Tags filter, through the one .itflow-tag style, a soft .itflow-select-badge for tag options (tagOptionLook()) and the search tag icon
2026-10-25 15:45:57 -04:00
2026-10-25 01:05:42 -04:00
Contracts: refuse impossible dates (2026-02-30) when adding, editing, activating, renewing, cancelling or starting from a template instead of failing on save; keep each term to the day of the month it started on or the last day of a shorter month so month-end contracts no longer drift (PHP, nightly renewal, the Renew window, templates, Standard terms and contract_form.js); withdraw signing requests still waiting on the client or a countersignature when a contract is cancelled, when it ends nightly or when its client is archived (singly or in bulk), and refuse signing or countersigning on ended, cancelled or archived-client contracts through the link, the portal and Countersign; leave archived clients' contracts alone nightly (no renewing, ending or reminders), keep them out of the all-clients list, Due soon and the side menu count, and refuse sending them to sign; count a self-renewing contract as due soon and remind about it only when its notice date falls within its term, so Standard terms and monthly contracts with 30 days' notice no longer remind every term; keep drawing and adding prepaid hours on a cancelled contract until its last day; refuse deleting a contract once tickets drew on its prepaid hours or it was signed by both, showing why in place of Delete; changelog updated
2026-10-28 23:51:45 -04:00
Contracts: refuse impossible dates (2026-02-30) when adding, editing, activating, renewing, cancelling or starting from a template instead of failing on save; keep each term to the day of the month it started on or the last day of a shorter month so month-end contracts no longer drift (PHP, nightly renewal, the Renew window, templates, Standard terms and contract_form.js); withdraw signing requests still waiting on the client or a countersignature when a contract is cancelled, when it ends nightly or when its client is archived (singly or in bulk), and refuse signing or countersigning on ended, cancelled or archived-client contracts through the link, the portal and Countersign; leave archived clients' contracts alone nightly (no renewing, ending or reminders), keep them out of the all-clients list, Due soon and the side menu count, and refuse sending them to sign; count a self-renewing contract as due soon and remind about it only when its notice date falls within its term, so Standard terms and monthly contracts with 30 days' notice no longer remind every term; keep drawing and adding prepaid hours on a cancelled contract until its last day; refuse deleting a contract once tickets drew on its prepaid hours or it was signed by both, showing why in place of Delete; changelog updated
2026-10-28 23:51:45 -04:00
Give tags a quieter look everywhere they show - the tag's colour as a faint wash, a fine edge and its icon, the name in the page's own text colour, pale colours darkened on white and dark ones lifted in dark mode - on lists, record pages, Admin > Tags, the tag window, global search, the tag picker and every Tags filter, through the one .itflow-tag style, a soft .itflow-select-badge for tag options (tagOptionLook()) and the search tag icon
2026-10-25 15:45:57 -04:00
Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started
2026-10-25 14:28:17 -04:00
AI stage 3: AI for clients and documents - Reword becomes a split button with tones (shorter, more formal, friendlier, plain English, organize into headings and lists, spelling and grammar only) and Translate into 30 languages with the last pick remembered, recorded as its own feature; client Briefing on the client overview for the last 30 days, quarter or year covering open work, recurring problems, upcoming renewals and scheduled work, money only for roles with Sales and things to bring up, never credentials or license keys, with Save as a document; Draft it with AI in New Document using what ITFlow knows of the client unless unticked, leaving unknowns in square brackets; Review with AI on a document's page giving a verdict, findings in order of importance and a summary to use, flagging passwords and keys written in it and never sending them, beside Mark reviewed; no database change
2026-10-20 20:20:23 -04:00
Give tags a quieter look everywhere they show - the tag's colour as a faint wash, a fine edge and its icon, the name in the page's own text colour, pale colours darkened on white and dark ones lifted in dark mode - on lists, record pages, Admin > Tags, the tag window, global search, the tag picker and every Tags filter, through the one .itflow-tag style, a soft .itflow-select-badge for tag options (tagOptionLook()) and the search tag icon
2026-10-25 15:45:57 -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
Expenses stage 1: rebuilt expenses list with this month against the same days last month, year so far with monthly average, recurring cost a month and expenses without a receipt in the last 90 days along the top, pills for client, no receipt and refunds with counts, vendor, category, client, date, account and payment method filters and a total of what the filters leave, an expense quick look showing the receipt inline with attach from the window, who entered it, refunds against it and the stock it paid for, one shared form for New, Edit, Copy and Refund with icons on every field, payment method saved from the default in Settings, vendor picks filling in the category, account and method of the last expense with them, refunds linked to the expense they give back and starting at what has not come back, receipts replaced or removed in Edit and served through agent/expense_receipt.php after the Financial and client checks with uploads/expenses closed to the web, bulk set category, account, payment method or client in one window and a single bulk delete, export with the list filters plus paid by, receipt and entered by columns, expenses in global search with open on load, the vendor page, Transactions and product stock history opening the quick look and Client Profitability linking direct costs to the client's expenses, fixes for the dead bulk delete button, bulk set client ignoring client restrictions, the New Expense window opening without write access, unlink warnings on empty receipts and photo receipts downloading as pdf, functions/expenses.php shared by the list, windows, export and search, database 2.9.9 with expense_created_by backfilled from the audit log and expense_refund_of_id, CHANGELOG updated
2026-10-16 17:43:11 -04:00
Roles stage 2: refusals now say why, naming the role and what it lacks, as a Not for your role card in place of a page with the layout and Back, inside the window for a window, back on the page with a message for a handler or Admin, and as a 403 JSON error from ajax.php, no longer leaving a stale not permitted message on the next page; actions a role can't do are no longer offered, covering the clients bulk menu at Read keeping Send Email, asset bulk tools and ticks at Read, asset bulk Delete below Full, editing an asset's recurring tickets at Read, report links for roles without that report with the dashboard Profit card opening Transactions instead, Credentials in All Client Docs, a contact's Assets, Documents, Files and Services tabs and a document's linked records for roles without Support, shared-link notifications for roles without Support, and the client delete window only included where Delete Client is offered; role window warns when modules are given with Clients at None; user quick look shows what the agent can open from their role and the user form shows the picked role's access; changelog updated
2026-10-17 20:44:50 -04:00
2026-08-28 17:33:04 -04:00
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
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
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
Roles stage 4: the money on invoices goes by Financial with Sales at Read through billingMoneyCan and enforceBillingMoney, so taking payments one at a time, by saved card or as a batch, changing them and emailing receipts, reminders and statements need write access to Financial, and deleting or refunding a payment needs full access, with the old Sales rules for reminders, statements and receipts still accepted; invoice, invoice list, Income and payment quick looks offer only what the role can do, the reminder window offers only the reminder to a role that cannot send the invoice, a reminder for a draft or with nothing owed still needs Sales, and Income bulk Set Category on payments needs Sales as it changes the invoice; database 3.1.8 gives the built-in Accountant full access to Financial when it still has its shipped levels, and new installs seed it that way; calendar events for a client follow the role's Clients level through calendarEventCan, Read to see, Modify to add, change, move, skip or send, Full to delete or Modify for the agent who added it, events an agent is on always show, events with no client stay open to everyone, and the calendar, dashboard and calendar links leave out other agents' client events for roles without Clients, with New event, the client picker and dragging following the same rule; the API now sets PHP and MySQL to ITFlow's timezone so what it creates, API ticket SLA times and key expiry go by local time, and inc_set_timezone.php only writes the session when one is open and no longer leaves its result and row variables behind; changelog updated
2026-10-17 21:52:10 -04:00
Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors
2026-10-20 11:29:58 -04:00
Rates, net terms and SLAs come from the client's contract, else the instance defaults: database 3.5.0 adds a default after-hours rate (Settings > Defaults, now Rates and terms), gives each client whose own rate, net terms or SLAs differ from the defaults an active Standard terms contract setting just those (12-month term renewing itself, starting the day the client was added or the day before its earliest contract, archived with an archived client), deletes per-client SLA assignments and drops clients.client_rate and client_net_terms; time bills at the contract's rate, its after-hours rate or the default after-hours rate, else the default rate, new invoices are due on the contract's net terms else the default, and new tickets get the contract's SLA else the default; a client's own terms still apply until the update runs; the client add and edit windows lose the rate, terms and SLA fields for a note saying what the client is billed on and where it comes from, the Clients list loses Set Hourly Rate and Set Net Terms and shows the contract's rate, the overview's Terms shows the after-hours rate and whether terms are a contract's or the defaults, a contract's page and document show what it leaves empty from another contract in force or the default so signed documents stay unchanged, contract windows show the defaults as placeholders, contract names take a proper possessive; the client import and API create make a Standard terms contract for a rate or terms that aren't the defaults (returning contract_id), API update reports them in not_kept; the client export gives the rates, terms and SLAs as billed; demo data puts each demo client's terms on a contract; changelog updated
2026-10-27 22:22:34 -04:00
Roles stage 4: the money on invoices goes by Financial with Sales at Read through billingMoneyCan and enforceBillingMoney, so taking payments one at a time, by saved card or as a batch, changing them and emailing receipts, reminders and statements need write access to Financial, and deleting or refunding a payment needs full access, with the old Sales rules for reminders, statements and receipts still accepted; invoice, invoice list, Income and payment quick looks offer only what the role can do, the reminder window offers only the reminder to a role that cannot send the invoice, a reminder for a draft or with nothing owed still needs Sales, and Income bulk Set Category on payments needs Sales as it changes the invoice; database 3.1.8 gives the built-in Accountant full access to Financial when it still has its shipped levels, and new installs seed it that way; calendar events for a client follow the role's Clients level through calendarEventCan, Read to see, Modify to add, change, move, skip or send, Full to delete or Modify for the agent who added it, events an agent is on always show, events with no client stay open to everyone, and the calendar, dashboard and calendar links leave out other agents' client events for roles without Clients, with New event, the client picker and dragging following the same rule; the API now sets PHP and MySQL to ITFlow's timezone so what it creates, API ticket SLA times and key expiry go by local time, and inc_set_timezone.php only writes the session when one is open and no longer leaves its result and row variables behind; changelog updated
2026-10-17 21:52:10 -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
2026-11-05 13:16:06 -05:00
Give tags a quieter look everywhere they show - the tag's colour as a faint wash, a fine edge and its icon, the name in the page's own text colour, pale colours darkened on white and dark ones lifted in dark mode - on lists, record pages, Admin > Tags, the tag window, global search, the tag picker and every Tags filter, through the one .itflow-tag style, a soft .itflow-select-badge for tag options (tagOptionLook()) and the search tag icon
2026-10-25 15:45:57 -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
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
2026-10-17 00:47:32 -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
Products makeover stage 2: inventory ledger and alerts - every stock change recorded through productStockMove as received, sold, returned, counted or written off with unit cost, invoice or expense, note and agent, one Stock window to Receive, Count or Write off replacing Add Stock, a Stock tab on the product page with a running balance, Reorder at and Order per product with a To reorder tab, list and side nav badges, a dashboard Needs attention item and Low Stock notifications, a Count Stock page with live differences and a printable count sheet, an Inventory report with CSV exports, reorder columns and stock value in import and export, cancelling or deleting an invoice returns its stock from the net of its moves, copying an invoice or invoicing a quote carries the product link and is refused when tracked stock is short, recurring generated invoices link their products without moving stock, decimal stock quantities, database 2.9.5 with stock type, unit cost, invoice and user columns backfilled from existing notes, CHANGELOG updated
2026-10-16 15:48:29 -04:00
Products makeover stage 4: price changes reach recurring invoices, drafts and quotes - every change to a product's price or cost kept with its source (edited, imported or from received stock) and who made it, on a Prices tab with the last change on the Pricing card, lines on recurring invoices, draft invoices and draft quotes still at an old price flagged on the product page, the Products page, each document and the dashboard Needs attention with what updating them adds a month, a new Update Prices page by product, client or document that picks lines at an old price, marks prices the product never had as their own and leaves them unpicked with the last change applied as the suggestion, Catalog price and same percent fills, editable new prices and a running monthly total, sent invoices and quotes left alone, changed lines recalculated with their tax and document total and noted in each document's history, saving a new price or importing a price list says how many lines are behind, deleting a product removes its price history, database 2.9.7 with the product_prices table, CHANGELOG updated
2026-10-16 16:35:29 -04:00
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
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
2026-10-17 00:47:32 -04:00
AI stage 4: Billing use case falling back to General; Write it with AI on quotes and invoices whose lines can still change - say what it is for and AI picks lines from the product catalog at catalog prices and frequency, labor in quarter hours at the client's rate, and anything else unpriced for the agent to set (AI never sets a price), with a suggested scope, client note and pre-send checks, optionally using the quote's ticket and the client's people, sites and devices (ticket and documentation only with Support); ticked lines added through billing_ai_lines, taxed by kind, scope and note kept on request, lines that can't go on listed; Write it on the ticket Invoice window describes the work done from replies and notes for the client under the usual ticket line, passwords never sent nor written back; new functions/ai_billing.php, ai_billing_draft and ai_ticket_invoice_description endpoints, billing_ai_writer modal, billing_draft and invoice_description features; callAiApi remove mode also strips made-up secret placeholders; changelog
2026-10-20 21:23:52 -04:00
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
Assets: add NAS, UPS, PDU, Modem/ONT and NVR/DVR types from a new registry in functions/asset_type.php that sets each type's icon, tone, group, fields and details; the asset form shows only the fields a type uses (fields that already hold a value stay shown) and adds a Details section per type (CPU/RAM/storage, VM host/vCPUs, switch ports/SFP/PoE/management, NAS drives/capacity/RAID, UPS capacity/output/runtime/outlets/battery dates, PDU kind/outlets/input, modem circuit ID/ISP account, printer, phone, mobile, display, camera and NVR details) stored in a new asset_specs table (database 3.4.9); new or changed port and SFP counts add the missing interfaces, continuing the asset's numbering, skipping Wi-Fi, VLAN and management ports and never deleting any; the asset page and quick look show the details, a server or NAS lists the VMs that run on it, and Assigned and Warranty show only on types that use them; the list gets Servers & NAS and Power tabs, an optional Details column, a UPS battery badge, an Assigned picker only on assigned types, and New buttons named for what they add; nightly UPS Battery Due notifications at 45, 7 and 1 days as a Support notification; copy leaves out per-unit details, Transfer to Client carries details and interface types, export adds per-detail columns, import reads detail columns after the standard twelve (VM hosts by name, resolved after every row is in) and reports values it could not keep, and the API reads and writes asset_specs; racks, client portal, client export, overview, document templates and AI lists group the new types; fix asset import carrying physical location and notes into the next row, saving 0000-00-00 for a missing purchase date and warning on an unknown contact or location, save API and import types in the list's spelling, and keep interface types on transfer; changelog updated
2026-10-27 15:59:03 -04:00
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
2026-11-02 15:59:11 -05:00
Roles stage 2: refusals now say why, naming the role and what it lacks, as a Not for your role card in place of a page with the layout and Back, inside the window for a window, back on the page with a message for a handler or Admin, and as a 403 JSON error from ajax.php, no longer leaving a stale not permitted message on the next page; actions a role can't do are no longer offered, covering the clients bulk menu at Read keeping Send Email, asset bulk tools and ticks at Read, asset bulk Delete below Full, editing an asset's recurring tickets at Read, report links for roles without that report with the dashboard Profit card opening Transactions instead, Credentials in All Client Docs, a contact's Assets, Documents, Files and Services tabs and a document's linked records for roles without Support, shared-link notifications for roles without Support, and the client delete window only included where Delete Client is offered; role window warns when modules are given with Clients at None; user quick look shows what the agent can open from their role and the user form shows the picked role's access; changelog updated
2026-10-17 20:44:50 -04:00
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
Contracts stage 4: a contract in force sets the client's SLA for new tickets, the hourly rate with an after-hours rate for tickets opened outside business hours, and net terms for new invoices, the one that started last first and the client's own where it is empty; Unbilled Time bills each ticket at its own rate with one line per rate, and the ticket invoice window, Add Tickets, quote from a ticket, Unbilled Work and Time Detail reports, New Invoice, copy, quote to invoice, the invoice page, client overview and client edit follow it; a recurring invoice made from or linked to a contract is paused while it is a draft, started when it is made active or renewed with missed runs skipped, and paused once when it ends or its cancellation takes effect; new functions/contract_billing.php; fixes agent names double-escaped in the prepaid hours history; DB 3.4.5 adds contract_recurring_invoice_id and contract_recurring_stopped_at and treats a 0.00 contract rate as empty
2026-10-25 01:06:59 -04:00
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
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
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
2026-11-05 16:03:43 -05:00
License templates stage 3: a template can be required of every client or of clients with certain client tags (database 3.3.0, tags kept when tags are merged); the template page shows how many of those clients have it and lists the missing ones with Make and Make for the clients missing one; the list gains a Required tab and a coverage chip; a client's Licenses page shows the licenses it should have but doesn't, opening New License from the template, and the client overview counts them under Licenses missing; the template page lists its licenses by client with seats, renewal and billing state, with views for over seats, spare seats, renewing soon, expired and not billed, an action for each view and bulk Renew, True up seats and Bill seats; true-up sets seats bought to the seats in use or a typed number; Bill seats adds a line for the template's product to each client's recurring invoice that follows the license's seats bought or in use, using seats in use for licenses with no seat limit; the Renew window now posts to the agent handler so it also works from Admin
2026-10-18 21:10:29 -04:00
2026-08-28 17:33:04 -04:00
2026-10-24 15:14:10 -04:00
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
2026-11-05 13:16:06 -05:00
2026-10-28 14:19:15 -04:00
2026-11-04 14:29:01 -05:00
Accounts and transactions: each account gets a kind (checking, savings, credit card, cash, payment processor, other) with its own icon, and a credit card's balance reads as owed on the accounts page, its ledger, the dashboard and every account picker; the accounts page has cards for what the accounts hold, what is owed on cards and money in and out this month against the same days of last month with transfers left out, and each row shows its description, defaults, kind, currency, balance with opening balance, this month's in and out and latest line, with Pay the Card or Transfer from it, Archive once empty, an Archived pill with Restore, and Delete only for an account never used; New Account and Edit share one form with an editable opening balance that is logged, the currency locked once money is on the account, and every field checked; Transactions is rebuilt as each account's ledger with an account switcher or every account, In and Out columns, the running balance for one account, pills for money in, money out and transfers, category, client, kind, method and amount filters, search, footer totals and an export taking the same filters with Account, Who or What, Client, In and Out columns; Transfers fold into the Transfers pill of Transactions with the menu link and old transfers.php links kept, New Transfer, Pay the Card and Edit share one checked form with a Swap button that keeps both sides in step and takes the from account's currency, a transfer into a card is a card payment, and a new transfer quick look has Edit and Delete; archive and delete rules are enforced in the handlers, editing a transfer no longer takes the expense and revenue ids from the form, transfer legs record who entered them, and one balance rule leaving out archived rows is used everywhere; new functions/accounts.php and agent/modals/transfer/transfer.php, account_form.php and transfer_form.php, transfer_model.php removed; database 3.0.7 sets each account's kind from its name; demo data adds a Business Visa paid off monthly from Operating Checking; CHANGELOG updated
2026-10-16 22:26:45 -04:00
Roles stage 2: refusals now say why, naming the role and what it lacks, as a Not for your role card in place of a page with the layout and Back, inside the window for a window, back on the page with a message for a handler or Admin, and as a 403 JSON error from ajax.php, no longer leaving a stale not permitted message on the next page; actions a role can't do are no longer offered, covering the clients bulk menu at Read keeping Send Email, asset bulk tools and ticks at Read, asset bulk Delete below Full, editing an asset's recurring tickets at Read, report links for roles without that report with the dashboard Profit card opening Transactions instead, Credentials in All Client Docs, a contact's Assets, Documents, Files and Services tabs and a document's linked records for roles without Support, shared-link notifications for roles without Support, and the client delete window only included where Delete Client is offered; role window warns when modules are given with Clients at None; user quick look shows what the agent can open from their role and the user form shows the picked role's access; changelog updated
2026-10-17 20:44:50 -04:00
Rates, net terms and SLAs come from the client's contract, else the instance defaults: database 3.5.0 adds a default after-hours rate (Settings > Defaults, now Rates and terms), gives each client whose own rate, net terms or SLAs differ from the defaults an active Standard terms contract setting just those (12-month term renewing itself, starting the day the client was added or the day before its earliest contract, archived with an archived client), deletes per-client SLA assignments and drops clients.client_rate and client_net_terms; time bills at the contract's rate, its after-hours rate or the default after-hours rate, else the default rate, new invoices are due on the contract's net terms else the default, and new tickets get the contract's SLA else the default; a client's own terms still apply until the update runs; the client add and edit windows lose the rate, terms and SLA fields for a note saying what the client is billed on and where it comes from, the Clients list loses Set Hourly Rate and Set Net Terms and shows the contract's rate, the overview's Terms shows the after-hours rate and whether terms are a contract's or the defaults, a contract's page and document show what it leaves empty from another contract in force or the default so signed documents stay unchanged, contract windows show the defaults as placeholders, contract names take a proper possessive; the client import and API create make a Standard terms contract for a rate or terms that aren't the defaults (returning contract_id), API update reports them in not_kept; the client export gives the rates, terms and SLAs as billed; demo data puts each demo client's terms on a contract; changelog updated
2026-10-27 22:22:34 -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
Give tags a quieter look everywhere they show - the tag's colour as a faint wash, a fine edge and its icon, the name in the page's own text colour, pale colours darkened on white and dark ones lifted in dark mode - on lists, record pages, Admin > Tags, the tag window, global search, the tag picker and every Tags filter, through the one .itflow-tag style, a soft .itflow-select-badge for tag options (tagOptionLook()) and the search tag icon
2026-10-25 15:45:57 -04:00
johnnyq
1649db51a5
Add secure link sharing for the client IT documentation PDF: new Export shared-link type started from Export Data (Share a link, carrying over the ticked sections) or Shared Links (Share the IT documentation), PDF built at share time with the sharing agent's permissions and stored in uploads/shares encrypted with the link-derived key, deleted when the link is ended, expires or is used up and swept by the nightly prune, PDF password required and the sharing protection policy applied when passwords and 2FA secrets are included, guest page with Download the PDF and a password hint, download notification and client audit entry, section picker takes an id prefix and preselected sections, changelog updated