Go to file
johnnyq 3ca92cd252 Added Truncated Description to Expense listing #203 2021-11-18 17:56:02 -05:00
css upgraded PHPMailer, AdminLTE, chartJS, Select2 Libraries 2020-01-21 00:45:16 -05:00
dist Bumped AdminLTE and its libraries from 3.0.4 to 3.1 This broke Calendar support will fix 2021-03-23 21:05:00 -04:00
js Updated Toolbar for summernote and some more phone adjustments 2021-09-12 14:58:50 -04:00
plugins Added Boostrap Password Reveal Library and clipboardJS library added copy to clipboard to client logins 2021-08-08 15:04:39 -04:00
uploads Created a tmp directory, added states array to setup add localhost default database host value to setup, added inputmask to setup 2019-08-22 13:24:36 -04:00
vendor Bumped PHPMailer from 6.4.0 to 6.5.1 2021-09-20 18:33:00 -04:00
.gitignore Created a tmp directory, added states array to setup add localhost default database host value to setup, added inputmask to setup 2019-08-22 13:24:36 -04:00
README.md Updated Toolbar for summernote and some more phone adjustments 2021-09-12 14:58:50 -04:00
accounts.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
add_account_modal.php UI Update on Trip Forms contact forms and location forms also Contact / Location under add /edit contact now add or edit the primary location and contact 2021-08-28 16:07:31 -04:00
add_asset_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_calendar_event_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
add_calendar_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_campaign_modal.php Initial start to mailing list support 2021-09-09 23:15:39 -04:00
add_category_modal.php Modifed color pickeer logic under categories, you can pick from 20 different colors and it will only show the color not used when adding or editing new, also updated categories listing to now be categrizerd 2021-02-15 17:10:01 -05:00
add_certificate_modal.php Added - filler to blank fields in all data listing, some other fixups of required fields etc 2021-08-19 01:48:19 -04:00
add_client_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
add_company_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
add_contact_modal.php Removed all Input masks for phone numbers, now need to work on formating phone numbers for display based off digit length 2021-09-11 21:51:36 -04:00
add_custom_link_modal.php Introduced Custom Extenal Links on main side Nav DB Structure updated Thanks @aftechno 2021-08-19 12:25:32 -04:00
add_document_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
add_domain_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
add_expense_copy_modal.php Set placeholder for expense description 2021-08-28 15:14:10 -04:00
add_expense_modal.php Set placeholder for expense description 2021-08-28 15:14:10 -04:00
add_expense_refund_modal.php Set placeholder for expense description 2021-08-28 15:14:10 -04:00
add_file_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
add_invoice_copy_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
add_invoice_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_invoice_recurring_modal.php Restored Accidentally Deleted Create Recurring from Invoice Code 2021-02-27 13:53:49 -05:00
add_location_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
add_login_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_network_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
add_payment_modal.php Fixed Email Receipt in Add Payment 2021-08-28 00:20:18 -04:00
add_product_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_quick_modal.php Added new category buttons to certian dropdowns to quickly add a category without going to setting then category also a few fixes here and there 2021-02-06 15:03:11 -05:00
add_quote_copy_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
add_quote_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_quote_to_invoice_modal.php Added Quote Prefix and Number to Quote to Invoice Header Modal 2021-08-28 00:15:36 -04:00
add_recurring_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_revenue_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
add_software_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
add_tax_modal.php Added seperate tax section and added the ability add taxes to invoice this update requires a new table called taxes see the db.sql file for the structure More to come 2021-01-15 15:07:27 -05:00
add_ticket_modal.php Adding Tickets under client details now shows a selectable contact also when adding a ticket it will automatically choose the primary_contact of the client if none are selected 2021-08-28 12:47:50 -04:00
add_transfer_modal.php Updated Add/Edit Transfer UI to include notes in one pane also removed experimental check deposit code in transfer it will not work with split payments between invoices therefore it wont work 2021-08-28 15:09:36 -04:00
add_trip_copy_modal.php UI Update on Trip Forms contact forms and location forms also Contact / Location under add /edit contact now add or edit the primary location and contact 2021-08-28 16:07:31 -04:00
add_trip_modal.php Fixed Required Field Marker for miles / round trip 2021-09-03 18:22:59 -04:00
add_user_modal.php Added Password Reveal to all password fields, also updated the password update logic 2021-08-09 23:34:34 -04:00
add_vendor_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
admin_side_nav.php Started working on a seperate side nav for admin settings to cleanup the main side nav 2021-08-19 13:06:45 -04:00
alerts.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
alerts_archived.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
api.php Added amount field to recurring listings 2019-09-18 13:32:37 -04:00
assets.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
base32static.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
blank.php Added TOTP Key 2FA Function to client logins 2021-08-18 22:29:22 -04:00
calendar_events.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
campaigns.php Initial start to mailing list support 2021-09-09 23:15:39 -04:00
categories.php Deletes and Archivs are now red text 2021-08-11 17:45:11 -04:00
check_login.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
checkout.php Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
client.js Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
client.php Do not show Primary Contact or Location in clients listing or client details if Contact or Location was deleted aka archived 2021-09-12 00:08:45 -04:00
client_assets.php Moved Asset Icons from Type to the front of name in client asset listing 2021-08-29 21:45:18 -04:00
client_certificates.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_contact_details_modal.php Number of Records per page is now configurable 2021-01-15 19:51:40 -05:00
client_contacts.php Removed Extra Scope under edit Quote 2021-11-13 12:44:33 -05:00
client_documents.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
client_domains.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_events.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_files.php Fix Client File Link 2021-09-21 23:48:55 -04:00
client_invoices.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_locations.php Phone numbers are all now formatted correctly per their length 2021-09-11 22:41:50 -04:00
client_logins.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_networks.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_payments.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_print.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_print_old.php Initial work on client contracts, Added Contracts Table 2021-04-30 17:54:14 -04:00
client_quotes.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_recurring.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_routes.php Changed notes to documents DB Structure updated 2021-01-26 19:16:51 -05:00
client_side_nav.php Added Canned Dates to the rest of listings 2021-08-10 22:21:53 -04:00
client_software.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
client_tickets.php forgot the w in row 2021-08-28 13:17:59 -04:00
client_trips.php Fixed an issue where if you edited a trip under clients it would break the client relation with the trip 2021-10-21 11:23:39 -04:00
client_vendors.php Phone numbers are all now formatted correctly per their length 2021-09-11 22:41:50 -04:00
clients-test.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
clients.php Removed Unnessary DIVs under invoice/quote/recurring notes 2021-11-09 15:17:38 -05:00
companies.php New File upload logic complete Breaking changes New db dump 2021-09-21 22:22:55 -04:00
create.php Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
cron.php Added Certificate Expiration Notification as well as add the client name for both domain and certificate expiring alerts 2021-09-23 10:15:23 -04:00
custom_links.php Touch ups on External Links 2021-08-19 12:40:46 -04:00
dashboard.php Fix mis-spelling on dashboard 2021-11-17 13:08:05 -05:00
db.sql DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
delete_client_modal.php Fixed up UI Invoice PDF and No Records 2021-04-06 17:41:41 -04:00
edit_account_modal.php UI Update on Trip Forms contact forms and location forms also Contact / Location under add /edit contact now add or edit the primary location and contact 2021-08-28 16:07:31 -04:00
edit_asset_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
edit_calendar_event_modal.php Hide Email if Email not configured or client does not have an email in add calendar event and edit calendar event 2021-08-19 13:40:06 -04:00
edit_category_modal.php Made current Color Big and on top for edit category color 2021-02-15 17:18:25 -05:00
edit_certificate_modal.php Added - filler to blank fields in all data listing, some other fixups of required fields etc 2021-08-19 01:48:19 -04:00
edit_client_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
edit_company_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
edit_contact_modal.php Removed Extra Scope under edit Quote 2021-11-13 12:44:33 -05:00
edit_custom_link_modal.php Introduced Custom Extenal Links on main side Nav DB Structure updated Thanks @aftechno 2021-08-19 12:25:32 -04:00
edit_document_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
edit_domain_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_expense_modal.php Fixed Receipt Path under edit expense 2021-10-17 14:59:50 -04:00
edit_invoice_modal.php Did the same as previous commit for edit Quote Invoice Recurring 2021-08-29 22:12:16 -04:00
edit_item_modal.php Combined edit invoice, quote and recurring item into 1 edit item 2021-02-08 13:11:56 -05:00
edit_location_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
edit_login_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
edit_network_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_product_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_quote_modal.php Removed Extra Scope under edit Quote 2021-11-13 12:44:33 -05:00
edit_recurring_modal.php Did the same as previous commit for edit Quote Invoice Recurring 2021-08-29 22:12:16 -04:00
edit_revenue_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_software_modal.php Remove Currency Selection from invoice, quote and recurring as this will be determined by your company currency in settings, the payment is what matters as this is where it will be converted 2021-08-29 22:07:46 -04:00
edit_tax_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
edit_ticket_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_ticket_reply_modal.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
edit_transfer_modal.php Updated Add/Edit Transfer UI to include notes in one pane also removed experimental check deposit code in transfer it will not work with split payments between invoices therefore it wont work 2021-08-28 15:09:36 -04:00
edit_trip_modal.php UI Update on Trip Forms contact forms and location forms also Contact / Location under add /edit contact now add or edit the primary location and contact 2021-08-28 16:07:31 -04:00
edit_user_modal.php Removed Extra Scope under edit Quote 2021-11-13 12:44:33 -05:00
edit_vendor_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
expenses.php Added Truncated Description to Expense listing #203 2021-11-18 17:56:02 -05:00
footer.php Added Boostrap Password Reveal Library and clipboardJS library added copy to clipboard to client logins 2021-08-08 15:04:39 -04:00
functions.php Added Truncated Description to Expense listing #203 2021-11-18 17:56:02 -05:00
get_settings.php Added all country currencies 2021-11-04 00:31:19 -04:00
global.css Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
global_search.php More Security fixes escaping search and sortby GET vars 2019-08-31 15:38:16 -04:00
guest_footer.php Removed extra > in guest view footer 2021-02-27 14:09:26 -05:00
guest_header.php Fixed issue with guests requiring a login when viewing invoices by email. Removed check_login from guest header 2019-11-20 11:48:05 -05:00
guest_pay_invoice.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
guest_post.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
guest_view_invoice.php Made Invoice / Quote and Recurring more mobile responsive 2021-11-09 15:42:21 -05:00
guest_view_quote.php Made Invoice / Quote and Recurring more mobile responsive 2021-11-09 15:42:21 -05:00
header.php BREAKING CHANGE New file upload method for contacts to not specify full path in database to reduce the db load and size as well as give better error control 2021-09-20 22:10:57 -04:00
index.php Fix broken link in index.php 2021-09-26 14:05:16 -05:00
invoice.php Made Invoice / Quote and Recurring more mobile responsive 2021-11-09 15:42:21 -05:00
invoice_note_modal.php Fixed Edit Client Contact Title it was missing 2021-08-29 14:01:04 -04:00
invoices.php Added Monthly and Yearly Recurring Invoice Amount Totals to the dashboard 2021-11-17 13:02:09 -05:00
login.php Fix Recent Logins Log front not updating due to VAR name 2021-08-31 13:24:33 -04:00
logout.php The start of client logins has begun, now can link a user with a client to allow client logins, clients can only view client.php there is more work to be done 2019-05-27 12:28:41 -04:00
logs.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
pagination.php Fixed up UI Invoice PDF and No Records 2021-04-06 17:41:41 -04:00
payments.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
post.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
products.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
quote.php Made Invoice / Quote and Recurring more mobile responsive 2021-11-09 15:42:21 -05:00
quote_note_modal.php Fixed Edit Client Contact Title it was missing 2021-08-29 14:01:04 -04:00
quotes.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
recurring.php Fix issue where recurring invoices would not display if they were never sent out 2021-08-28 01:38:01 -04:00
recurring_invoice.php Made Invoice / Quote and Recurring more mobile responsive 2021-11-09 15:42:21 -05:00
recurring_note_modal.php Fixed Edit Client Contact Title it was missing 2021-08-29 14:01:04 -04:00
report_expense_summary.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
report_income_summary.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
report_profit_loss.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
report_tax_summary.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
revenues.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
rfc6238.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
robots.txt First commit 2019-03-13 17:40:00 +00:00
settings-alerts.php Fix alert settings switch buttons not working 2021-02-06 19:42:45 -05:00
settings-backup.php Settings UI Tocuh ups 2021-02-04 11:56:25 -05:00
settings-defaults.php More Currency Code Updates, would like to do conversions and add currency icons at a later date also set default country so it doesnt have to be selected each time 2021-02-14 18:06:32 -05:00
settings-general.php Added Password Reveal to all password fields, also updated the password update logic 2021-08-09 23:34:34 -04:00
settings-invoice-quotes.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
settings-mail.php Added Password Reveal to all password fields, also updated the password update logic 2021-08-09 23:34:34 -04:00
settings-nav.php Add Receipt link to edit Expense if one was uploaded 2021-02-15 19:56:09 -05:00
settings-online-payment.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
settings-ticket.php Settings UI Tocuh ups 2021-02-04 11:56:25 -05:00
settings-update.php Add Receipt link to edit Expense if one was uploaded 2021-02-15 19:56:09 -05:00
settings-user.php New File upload logic complete Breaking changes New db dump 2021-09-21 22:22:55 -04:00
setup.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
side_nav.php Initial start to mailing list support 2021-09-09 23:15:39 -04:00
taxes.php Deletes and Archivs are now red text 2021-08-11 17:45:11 -04:00
test_calendar_domains.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_client_payments_by_invoice.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
test_client_print_side_nav.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_contacts.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
test_delete_confirm_modal.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_domains.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
test_export_excel_example.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_noclients.php Added selectable num of records on each listing page, fixed up Pagination Records UI, added new stripe library, further worked on stripe integration, fixed mispelling in client details 2021-02-10 11:21:38 -05:00
test_print_profit_loss.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_report_income_summary_2.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_starter_new.php Fixed Input Masks, Spruced up Invoice PDF Template 2021-03-31 19:57:50 -04:00
test_transactions.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
ticket.php Removed Unnessary DIVs under invoice/quote/recurring notes 2021-11-09 15:17:38 -05:00
tickets.php Fixed contact selected with edit ticket under ticket listing views 2021-08-28 13:11:02 -04:00
top_nav.php New File upload logic complete Breaking changes New db dump 2021-09-21 22:22:55 -04:00
transfers.php Fixed Edit Transfer 2021-08-28 01:10:27 -04:00
trips.php BREAKING CHANGES: Major Backend Code Changes Updated Foreign keys to prepend their table names ex invoice_client_id, switched most queries over to JOIN instead of = Combined contacts and location into client removed client email, phone etc fields, tons of small bug fixes, and other small UI changes all across the board 2021-08-27 23:14:06 -04:00
user_clients_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
user_companies_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
user_logs.php Removed Records per page as a setting and added it as session variable define at 10 by default when logged in DB Structure Updated 2021-02-10 13:40:28 -05:00
users.php Removed Extra Scope under edit Quote 2021-11-13 12:44:33 -05:00
vendors.php Phone numbers are all now formatted correctly per their length 2021-09-11 22:41:50 -04:00
view_document_modal.php DB Update, reworked upcoming tagging feature in SQL, Added Province and Postal Code to address labels, changed the field document_details to document_content in SQL 2021-11-08 18:07:36 -05:00
view_file_modal.php New File upload logic complete Breaking changes New db dump 2021-09-21 22:22:55 -04:00

README.md

IT Documentation Accounting and Invoicing System for Small MSPs.

Online Demo

Features

  • Client Documentation

    • Contacts
    • Locations (Head Quarters, Satellite locations)
    • Vendors (ISP, WebHost, MailHost etc)
    • Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
    • Password Manager (AES Encrypted in DB)
    • Domain Names
    • Software (Manage Applications Licenses)
    • Networks
    • Files (PDF Contracts, Manuals, Router Backup Configs, etc)
    • Documents (Tech Docs, How-tos, Notes, etc)
    • Tickets
    • Client Documentation (Single Downloadable PDF of all documentation for a client)
  • Client Portal

    • Invoice, Quotes and Payment information
    • More to come soon...
  • Invoicing

    • Automatically Emails Past Due Invoices to clients
    • Auto Email Receipts upon receiving payments
    • Automatic Recurring Invoices
  • Quotes

    • Automated customer approval process using a link that sent via email
    • Turn Quotes into invoices with a signle click
  • Accounting

    • Expense Tracking (Track Internal Business Expenses such as Office Supplies, Professional Services, Equipment etc)
    • Profit and Loss Reports
    • Income/Expense Summaries
    • Travel Mileage Tracking (Track your mileage to and from clients and other points of business)
    • Account Transfers / Deposits (Keep track of money transfers from account to account)
    • Accounts
  • Alerting/Notifications

    • Low Account Balances
    • Domains to expire
    • Password reset reminder for customers
    • Past Due Invoices
    • Software License Expiration
  • Calendar

    • Schedule Jobs
    • Overview of Invoices, Domains that are expiring, etc
    • Schedule Events
    • Automatic Email Reminders of upcoming calendar events to customers
  • Dashboard

    • Overview of business financials
  • API

    • XML Phonebook download for VOIP Phones
    • FreePBX Integrated called ID (When call comes in it queries the Database and displays the company name on your caller ID as well as alerts you in the CRM)
    • Pull Emails for Mailing list Integration
    • Check account Balances using FreePBX IVR
  • Multi-Tenant - One Instance Multiple Companies and Users

  • Audit Logging - Logs actions of users on the system

  • Permission / Roles

  • 2FA Login Support (TOTP)

Installation Instructions

  • Change directory to your webroot
  • git clone https://github.com/johnnyq/itflow.git .
  • Create a MySQL/MariaDB database
  • Point your browser to your Web Server
  • Go through the Setup Process
  • Login
  • Start inputing some data

Requirements

  • Webserver (Apache, NGINX)
  • PHP7+
  • MariaDB / MySQL

Technologies Used

  • Backend / PHP libs

    • PHP
    • MariaDB / MySQL
    • PHPmailer
  • CSS

    • Bootstrap
    • AdminLTE
    • fontawesome
  • JS Libraries

    • chart.js
    • moments.js
    • Jquery
    • pdfmake
    • Select2
    • SummerNote
    • FullCalendar.io

API Calls

  • Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client thats calling) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
  • XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
  • Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
  • Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your blanace is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.

Future Todo

  • MeshCentral / TacticalRMM Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
  • CalDAV to integrate with 3rd party calendars
  • CardDAV to integrate with 3rd party Address books
  • Stripe Integration for online payments
  • Toast Alerts with recent caller that matches caller ID in database which allows you to click on the toast alerts and bring up the clients account right away.
  • Built-in mailing list used for alerts and marketing
  • WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)