johnnyq
2b087c8f46
Categories stage 2: every form and Bulk Action window picks a category the same way through categoryPicker and categoryOptionsHtml, in the kind's order with each category's color, icon and description, keeping a record's archived category marked (archived) and a status, type or referral that isn't a category marked (not set up) so saving changes neither; the + beside a category picker is admins only and opens the category window stacked over the form, saving in the background as JSON, picking the new category and leaving the form as it was, with a taken name shown in the window, on every form that picks one including a ticket's quote and invoice, Unbilled Time, payment providers, canned responses, the mileage setting and the Bulk Action windows; stacked windows shade the one underneath; agent/post/category.php removed so the window posts to admin/post.php from any page; typed referrals go through categoryEnsure, taking an existing referral's spelling in any case, matching archived ones and no longer making an empty referral on client add, edit and import; fixes the + reloading the page and losing the form, the quote made from a ticket creating an expense category, and a stray < in the license template type picker; changelog updated
2026-10-17 20:41:26 -04:00
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Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location
2026-10-14 22:06:41 -04:00
Racks makeover: rack page with to-scale front/rear elevation (click an empty U to add), front/rear mounting and full/half depth, non-asset items (patch panel, cable management, shelf, PDU, UPS, KVM, blanking panel), item edit/move, U and power capacity with largest free gap, front/rear photos, U1 top/bottom numbering, print view, Not racked yet list, rack cards with mini elevation and usage, Racks under All Client Docs, rack position on asset views. Fixes model wiped on every rack save, archive denied for non-admins, item edits taking the rack from the form instead of the item, no bounds check on positions, orphaned rack items on asset delete/transfer and orphaned racks on client delete. DB 2.8.0
2026-10-14 15:14:11 -04:00
Racks makeover: rack page with to-scale front/rear elevation (click an empty U to add), front/rear mounting and full/half depth, non-asset items (patch panel, cable management, shelf, PDU, UPS, KVM, blanking panel), item edit/move, U and power capacity with largest free gap, front/rear photos, U1 top/bottom numbering, print view, Not racked yet list, rack cards with mini elevation and usage, Racks under All Client Docs, rack position on asset views. Fixes model wiped on every rack save, archive denied for non-admins, item edits taking the rack from the form instead of the item, no bounds check on positions, orphaned rack items on asset delete/transfer and orphaned racks on client delete. DB 2.8.0
2026-10-14 15:14:11 -04:00
Review pass over the modernized sections: add icons in front of the fields that were missing them (project form, bulk due and manager, project export; service form, depends-on pickers, bulk edit, review, link tickets and export; calendar event and calendar forms; rack and rack item forms; project template name; location and vendor extension; ticket bulk reply, bulk resolve and edit reply time worked; license renew date; client bulk ticket subject; credential share link), show names with apostrophes and quotes correctly in contact, asset, client, tag, ticket template and vendor template save messages, reword unclear or inconsistent messages and hints (ticket close, reply added, task approvals, bulk contact and asset messages, user and profile hints, VLAN, certificate and vendor PIN hints, with no vendor / location / network), singular and plural in bulk modal titles, US spelling in visible text, make the hidden attribute win over display utilities so the empty credential strength meter stays hidden, wrap pagination on narrow screens, and remove the unused credentialLink, projectLink and linkCounts helpers
2026-10-15 22:20:25 -04:00
Racks makeover: rack page with to-scale front/rear elevation (click an empty U to add), front/rear mounting and full/half depth, non-asset items (patch panel, cable management, shelf, PDU, UPS, KVM, blanking panel), item edit/move, U and power capacity with largest free gap, front/rear photos, U1 top/bottom numbering, print view, Not racked yet list, rack cards with mini elevation and usage, Racks under All Client Docs, rack position on asset views. Fixes model wiped on every rack save, archive denied for non-admins, item edits taking the rack from the form instead of the item, no bounds check on positions, orphaned rack items on asset delete/transfer and orphaned racks on client delete. DB 2.8.0
2026-10-14 15:14:11 -04:00
Categories stage 2: every form and Bulk Action window picks a category the same way through categoryPicker and categoryOptionsHtml, in the kind's order with each category's color, icon and description, keeping a record's archived category marked (archived) and a status, type or referral that isn't a category marked (not set up) so saving changes neither; the + beside a category picker is admins only and opens the category window stacked over the form, saving in the background as JSON, picking the new category and leaving the form as it was, with a taken name shown in the window, on every form that picks one including a ticket's quote and invoice, Unbilled Time, payment providers, canned responses, the mileage setting and the Bulk Action windows; stacked windows shade the one underneath; agent/post/category.php removed so the window posts to admin/post.php from any page; typed referrals go through categoryEnsure, taking an existing referral's spelling in any case, matching archived ones and no longer making an empty referral on client add, edit and import; fixes the + reloading the page and losing the form, the quote made from a ticket creating an expense category, and a stray < in the license template type picker; changelog updated
2026-10-17 20:41:26 -04:00