johnnyq 3f90d2b0d0 Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated

2026-10-18 00:01:43 -04:00

..

accounts.php

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

ai.php

Fix AI

2026-08-06 19:18:34 -04:00

api_keys.php

Roles stage 3: roles and agents in the API and Admin > API Keys rebuilt; new api/v1/roles/read.php where an admin key reads every role with its level per module and agent count, archived on request, and any other key reads only its own user's role, and new api/v1/technicians/read.php listing agents with their role under Support at Read; API role refusals now say what the call needs and what the key's user has, naming the module, level and role, and technicians/time.php needs Read instead of Modify; Admin > API Keys shows each key's agent and role, what it can open and for which clients, whether it works (works until, expires in N days, expired, or won't work with the reason when its agent is disabled, archived, has no role or is missing) and when it was last used, with search by key or agent name; New and Edit windows show the picked agent's access as they are picked and offer only active agents, Create before ticking the copied box opens the Key tab, new keys default to a year and must end after today, and an expired key can be renamed and stay expired; handlers moved to functions/api_keys.php with validation, escaped messages and audit entries naming the agent and what an edit changed, fixing empty names on revoke, delete and bulk delete, a backslash shown for apostrophes in names, the bulk count of keys ticked rather than deleted, keys created already expired and expired keys that could not be renamed; database 3.1.7 adds api_keys.api_key_last_used_at, set at most once a minute in the configured timezone; changelog updated

2026-10-17 21:10:48 -04:00

app.php

Taxes stage 2: Tax Collected report rebuilt for filing with an Invoiced basis (each sent invoice in the month of its date) or Paid basis (each payment carrying its share of its invoice), tax by part of each rate with registration numbers so a state's and a county's parts count apart and parts named alike add up in one row, sales before tax and net of discounts split into taxable, exempt and non-taxable, tax paid on purchases by part and net tax collected less paid, exempt sales by client with certificate and expiry, quarterly or monthly with a chart and CSV export of the tax table or the exempt sales, archived payments left out; expenses and recurring expenses record the tax included in them with a rate worked out from the amount as typed or typed over from the receipt, a tax amount with no rate allowed, refunds giving their tax back, recurring expenses copying it to each expense recorded, vendor defaults filling it in, and the list and quick looks showing it; exports gain invoice subtotal, discount, tax and tax by part, quote and recurring invoice tax, expense before tax, tax and tax rate, and client tax rate and exemption columns; API adds a taxes read endpoint with each rate's parts, subtotal, tax, tax by part and registration numbers on invoice and quote reads, and each line's rate on invoice item reads; Admin > Taxes explains naming parts alike and links the report; demo data names Allegheny County's state part PA Sales Tax and taxes the company's own-use purchases; removes the unused getMonthlyTax and getQuarterlyTax; database 3.1.2 adds expense and recurring expense tax rate and amount; changelog updated

2026-10-17 13:27:53 -04:00

asset_interface.php

Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes

2026-10-15 20:33:28 -04:00

asset.php

Credentials makeover: rebuilt credentials list with kind icons, username copy, password show/copy and live 2FA code buttons fetched on demand, where it opens, what it is for (asset, contact, vendors, licenses, services), password age pills and last used, filters for Starred, With 2FA, No 2FA, Not changed in 90 days and Shared with counts, search across notes, second link, tags, asset and contact, open straight to a credential with ?open=ID; new credential quick look with login, age, last viewed by, links with unlink, notes, open share links with turn off, and history; tabbed new/edit form with password generator (passphrase or random), strength meter, 2FA secret that accepts spaces or an otpauth:// link and shows the current code to check, copy buttons on both links, prefill from asset, contact or vendor; new Change password window that dates and logs the change; new Share window from anywhere (contact or email, 1 hour to 1 month, gone after opened once by default, link copied); same login controls on asset and contact pages and quick looks, vendor Logins tab, license page and quick look, service quick look, client overview favourites and search; credential pickers show icons and say when a credential moves from another asset or contact; client overview Passwords due for a change attention item and Active share links limited to live links; rotation report with selectable span, per client counts and oldest first; more export columns; demo data gets 2FA secrets, varied password ages and logins attached to their assets. Fixes passwords being blanked when the vault session had expired, other clients' assets, contacts and tags accepted on save, bulk star using the wrong permission, credential links to assets and contacts not checking the client, the edit or link permission, or which asset or contact an unlink was for, credentials left pointing at deleted assets and contacts, share links left open after a credential was deleted, import carrying values between rows and accepting any file type, 2FA secrets saved with spaces or lowercase giving no code, the service quick look listing credentials without credential access and repeating assets, an asset login with only a username being lost, and the API not dating new passwords. Adds functions/credential.php and js/credentials.js; removes credential_model.php and the old credential show password/OTP scripts. No DB change.

2026-10-14 23:33:29 -04:00

auth.php

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

backup.php

Remove unused overdue invoice setting move master cron switch out of notificaiton and into cron

2026-08-02 17:22:28 -04:00

billing_email.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

billing_pay.php

Client portal stage 2: billing in the portal - invoices and quotes open in the portal with PDF download and print, Pay invoices pays several invoices as one Stripe card payment with a saved card or a new card on a checkout page (one payment per invoice under a shared reference, booked once under a lock, one receipt and one paid notification), quotes accepted or declined with the contact's name and a note plus signed copy or PO upload, payments list with printable receipts, statement with aging and the shared statement PDF, recurring invoice page with autopay, Cards and autopay on one page, quotes waiting and past-due invoices on home, Ask us links prefill a ticket subject; shared billingQuoteAnswer and billingQuoteAddFiles used by the guest links too, new functions/billing_pay.php, Stripe-aware CSP for card pages with js/portal_stripe.js, nightly Stripe fee reconciled once per payment reference, Stripe refund limited to the payment's own amount, old add_payment_by_provider removed

2026-10-17 02:12:05 -04:00

billing_pdf.php

Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated

2026-10-17 13:00:54 -04:00

billing.php

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

calendar.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

categories.php

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

certificate.php

Services modernization: new services list with Needs attention, Review due, High importance, No review set, Starred and Archived views, dependency chips, in-place importance, bulk importance/category/review schedule, mark reviewed, star, archive/restore/delete and CSV/PDF export; new service page with service facts, backup and recovery, who to call (vendor and client contact details), auto-saving notes and tabs for the assets it runs on, logins, domains and certificates, documents, tickets and history; compact quick look; shared add/edit form with importance, category suggestions, a review schedule and dependency pickers on add; review modal with checklist and history note; attention flags for expiring or expired domains and certificates, certificate check problems, infrastructure out of warranty or out of action, and archived records still linked; Report a problem opens a prefilled ticket linked to the service, plus a service_tickets table, ticket page services list and link/unlink from both sides; services, domains and certificates added to the generic link system, legacy service link actions routed through it with same-client checks; services shown on the asset, contact and vendor pages, the asset/domain/certificate/credential quick looks, the document Linked card, the client overview (card, attention items, upcoming reviews), the dashboard, calendar, global search, client PDF pack and nightly review notifications; archived services left out of nav counts and lookups; services read endpoint in the API; demo data review schedules; database update 2.8.7 (archive and review columns, wider category and backup, link table dedupe with primary keys, service_domains foreign keys, service_tickets)

2026-10-15 17:32:09 -04:00

client_export_pdf.php

Rebuild client Export Data as a two-tab modal (client_export_data.php, js/client_export.js) backed by functions/client_export.php and a ClientExportPdf TCPDF subclass, with a Documentation PDF (cover, contents with page numbers, overview with key contacts and service levels, chapters for contacts, locations, networks, assets by type, racks, licenses, domains, certificates, services, vendors, credentials and files, and every document in full with its images) and a Full export zip (every record as CSV and JSON with a manifest, documents as HTML in their folders, files in their folders, ticket conversations with attachments, photos, the PDF and a README), offer only the sections the agent can access with record counts, add archived records and internal notes options, leave passwords and 2FA secrets out unless asked and then lock the PDF or zip with AES-256, stream ticket text and confine files to the client's upload folder, log every export to the audit log, remove client_download_pdf.php and the old client PDF pack functions from functions/export.php, and update the 26.11 changelog

2026-10-16 00:47:01 -04:00

client_export.php

Invoices, quotes and recurring invoices makeover stage 4: quote lines billed one time or each month, quarter or year with a Billed choice on the add-a-line row and in Edit Line, quotes grouped into One-time, Each month, Each quarter and Each year with a total for each on the page, PDF and client view, lines dragged within their own group, Start Billing on accepted quotes putting one-time lines on a draft invoice due on the client's terms and each recurring part on a new recurring invoice from a chosen date, emailed or left as drafts, or added to one of the client's recurring invoices of the same frequency, with an option to bill the first period on the invoice, an Invoiced as card on the quote linking every invoice and recurring invoice it became including ones it added lines to, From links back on invoices and recurring invoices, monthly amounts in the quotes list and its totals, search, client portal, quote email, Send and Copy windows, quotes export and client export, and Quotes Pipeline valuing quotes at up front plus a year of recurring lines. Fixes Make Invoice invoicing a quote twice or one never accepted, and its audit entry using the current quote prefix instead of the quote's own. Adds DB 2.9.3 with item_frequency, quote_monthly_amount, invoice_quote_id and recurring_invoice_quote_id, linking invoices to their quotes from history, quoteConvert() as the one invoicing path claiming the quote in a transaction, quoteLineGroups(), quoteAmountText() and quoteMadeFrom(), reportCsv() totals written as given, and updates the 26.11 changelog

2026-10-16 14:14:53 -04:00

client_overview.php

Income modernized for MSP use: rebuilt Income list with cards for this month against the same days of last month, the year so far with a monthly average, recurring per month from running recurring invoices and still owed on invoices with the late part, pills for invoice payments, other income, paid online and no category, client/category/date filters with account and payment method under More filters, search by amount, reference and invoice number, footer total, sort whitelist and ?open=; new payment quick look with the invoice, paid in all and still owed, the other payments on it, online fee when recorded, Open Invoice, Email Receipt, Edit and Delete; new other income quick look with who entered it and what the client has paid in this year, with Edit, Copy and Delete; one New/Edit/Copy Other Income form with a client picker, an icon on every field, validation of every field and the currency taken from the account; other income now needs Financial write to add and change and Financial full to delete, payments keep their Sales and Financial rules; bulk Set Category (a payment's invoice takes it), Set Account, Set Payment Method, Set Client and Delete for other income, with payments left alone where they belong to their invoice; export with the list's filters plus Invoice and Paid Online columns; income counted the same everywhere through new functions/income.php, so uncategorised other income now counts on the dashboard, client overview, Income Summary, P&L, Income by Client and Client Profitability while transfers stay out; Income Summary and P&L No category rows and type links open the list, Transactions opens the quick looks, Accounts link to their transactions and income, search has an Income group; demo data adds quarterly rebates, interest and referral fees; income_model.php and the three old bulk modals removed; database 3.0.5 makes revenue_description text, adds revenue_created_by backfilled from the audit log and date keys on revenues and payments; CHANGELOG updated

2026-10-16 21:17:50 -04:00

contact.php

Contacts overhaul: rebuilt contacts list with role tabs and counts, avatars, flag pills, hover copy on phone/mobile/email, inline location picker, linked asset/credential/license/ticket chips and tag filter; contact page rebuilt to match the asset page with header actions, Reach/Details/Quick notes cards and tabbed Assets, Credentials, Tickets, Recurring, Licenses, Documents, Files, Services and Notes; add and edit contact share one tabbed form (Details, Roles, Access, Notes) with field icons, role switches, password generator, duplicate email check and photo removal; contact quick look redone to match the asset quick look; contact avatars now used everywhere a contact appears - contact pickers, ticket header, contact card, client replies, ticket list, kanban, assets, clients list, client header, overview key contacts, credentials, documents, services, invoice/quote/statement recipients, license users and global search - with each contact keeping the same colour throughout; ticket contact pickers show the name with title and role underneath; fixes: permission checks on the add contact modal and contact page/list actions, contact location limited to the contact's own client on add/edit/bulk assign, contacts list no longer selects user account columns, archived assets and credentials left off the contact page and quick look, saving a contact with the client portal disabled no longer clears their portal login method, replacing a photo no longer tries to delete a directory, sort column whitelisted, list counts and tags batched instead of per row, recurring ticket menu markup, undefined index notices, contacts list no longer scrolls sideways on phones, Edit Service shows avatars on unselected contacts and assets, license user labels toggle their checkbox; new functions/contact.php helpers (contactAvatar, contactLink, contactFlagPills, contactPhoneLink, contactAvatarData, contactOptionDescription), shared contact_form.php, contact_location quick pick, removed unused assetContactAvatar and clientOverviewPersonInitials

2026-10-14 18:33:18 -04:00

credential.php

Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated

2026-10-17 13:59:13 -04:00

dashboard.php

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

domain.php

Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated

2026-10-17 13:59:13 -04:00

email_preview.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

email.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

expense_import.php

Income Import Deposits: bring the money in on a bank statement in as payments on invoices, other income or transfers from the Income list's menu, reading the same CSV as the expense statement import with the columns kept on the account for both sides and a link from each side's review to the other without uploading again; each deposit is matched by an invoice number in its text or reference, the payer remembered from last time, a client's name in it, the only invoice or the oldest of one client's invoices owing the amount or everything one client owes together, a payment provider payout or a transfer from another account, and anything else as other income for a category and client; payments pay the client's oldest invoices first with one deposit paying several and a short one leaving the last part paid, picking a client ticks the invoices it pays and each line says what it pays off, two deposits on one invoice don't pay it twice and more than they owe blocks the import; deposits imported before are locked, ones matching a payment, other income, transfer or a day's payments entered by hand within 4 days are left out and linked when left out, and a payout into the payment provider's own account counts as recorded; every ticked deposit is checked before any is saved, invoices get their status and history, receipts can be emailed, the payment method is read from the text, and payments and other income say they came from a bank statement on their quick look; payments need write Sales access and client scope applies; remembered payers window with forget; the statement columns step moved to a shared include and the sign guess now reads deposit and charge words on the lines; new functions/income_import.php, agent/income_import.php, js/income_import.js and agent/post/income_import.php; database 3.0.6 adds payment_import_key, revenue_import_key and the income_import_rules table; CHANGELOG updated

2026-10-16 21:44:14 -04:00

expenses.php

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

export.php

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

files.php

Files and documents overhaul: rebuilt files list with folder tree (counts, open/close remembered, phone collapse), current folder path and folder menu, All/Documents/Uploads tabs with counts, colour-coded type tiles, shared and portal pills, updated time and author, linked record counts, permission-gated row menus, search across every folder from the top level showing where each result lives, grid view with real previews (image thumbnails, PDF first page, document and text excerpts) and an arrow-key previewer with a Details button, drag and drop files onto the list to upload into the folder on show, bulk move/archive/restore/delete for files and documents together; document page rebuilt like the asset and contact pages with header actions (Edit, Share, PDF, Print, Rename, Move, Link, portal visibility, Archive, Delete), Linked card, folder and portal card and a History card where versions can be viewed, restored (current content kept as a version) or deleted, revision table moved to print only; new file quick look with preview, folder, uploader, share status and links; document quick look and version viewer redone; one link modal for every relation (files, documents, assets, contacts, licenses, vendors) with type tabs and multi-select, offering only the client's own unarchived, not yet linked records, old link modals now open it; upload modal with drop box, file list and size checks; new and edit document share one form with folder and client portal switch; template, rename, move, bulk move, visibility and folder add/rename/delete modals modernized with folder tree pickers; asset and contact pages show the same file and document tiles and open the file quick look; fixes: folder, contact and asset ownership checked on upload, new document, template, move and bulk move, links limited to records of the same client, linking an existing link no longer errors, deleting a folder now moves its files, documents and subfolders up instead of orphaning them, file delete confirmation no longer builds its name into inline JS, permission checks added to the upload, new document, folder, visibility and link modals, upload modal script error that skipped the size check, skipped uploads now reported, mime type read from the uploaded file, per-row link modals that broke grid view, search with quotes double escaped, document search text stored without tags and with words spaced, bulk messages with empty counts, visibility wording, file rename icon, PDF export redirecting after output and needing write access, file and document deletes now remove their links and skip missing files on disk, duplicate asset to file link handler removed; developer: new functions/links.php (relation registry, linkAdd, linkRemove, linkRemoveAll, linkedRecords, linkCandidates, linkGroupsHtml), post/link.php with link_items and unlink_item plus the legacy link and unlink names, functions/files.php gains fileTypeInfo, fileTypeTile, documentTile, folderTree, folderPath, folderSubtree, folderOptionsHtml, folderOwnedId, delete helpers, documentContentRaw and documentHtmlPurify, new agent/js/files.js, modals/link/link.php, modals/file/file.php, modals/folder/folder_delete.php and modals/document/document_form.php, removed unused document_bulk_move.php, document_add_file_relation.php and js/file_delete_modal.js

2026-10-14 20:35:41 -04:00

format.php

Categories stage 1: Admin > Categories rebuilt with the ten kinds in a side nav with counts and what each is for, each category shown as it looks on records (icon or dot in its color, asset statuses as their badge) with its description and what uses it linked to the filtered lists, search, sort by name, most used or order, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete only while unused, bulk merge, archive, restore and delete, drag or Move up and Move down ordering for the ordered kinds, names in use that are not categories listed with Add, one shared category window with live preview, color swatches or none and searchable icons or none, names unique per kind and held to their column length, renaming a kind kept by name carries the new name onto its records, merge moves every reference including budget months folded per month, payment provider fees and the mileage setting, all without touching record updated_at, database 3.1.5 normalizing category colors to #rrggbb and icons to fa-name, seed data in hex, new functions/categories.php, agent + window handler routed through the same validation, note-type icons fixed in pickers, Settings > Defaults payment methods read from Payment Methods, changelog updated

2026-10-17 15:22:59 -04:00

income_import.php

Income Import Deposits: bring the money in on a bank statement in as payments on invoices, other income or transfers from the Income list's menu, reading the same CSV as the expense statement import with the columns kept on the account for both sides and a link from each side's review to the other without uploading again; each deposit is matched by an invoice number in its text or reference, the payer remembered from last time, a client's name in it, the only invoice or the oldest of one client's invoices owing the amount or everything one client owes together, a payment provider payout or a transfer from another account, and anything else as other income for a category and client; payments pay the client's oldest invoices first with one deposit paying several and a short one leaving the last part paid, picking a client ticks the invoices it pays and each line says what it pays off, two deposits on one invoice don't pay it twice and more than they owe blocks the import; deposits imported before are locked, ones matching a payment, other income, transfer or a day's payments entered by hand within 4 days are left out and linked when left out, and a payout into the payment provider's own account counts as recorded; every ticked deposit is checked before any is saved, invoices get their status and history, receipts can be emailed, the payment method is read from the text, and payments and other income say they came from a bank statement on their quick look; payments need write Sales access and client scope applies; remembered payers window with forget; the statement columns step moved to a shared include and the sign guess now reads deposit and charge words on the lines; new functions/income_import.php, agent/income_import.php, js/income_import.js and agent/post/income_import.php; database 3.0.6 adds payment_import_key, revenue_import_key and the income_import_rules table; CHANGELOG updated

2026-10-16 21:44:14 -04:00

income.php

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

links.php

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

location.php

Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated

2026-10-17 13:59:13 -04:00

logging.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

network.php

Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes

2026-10-15 20:33:28 -04:00

notifications.php

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

payments.php

Backed out of Refunds which still keeps the fix to properly set the invoice status when payment is deleted

2026-07-28 22:03:35 -04:00

portal.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

products.php

Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated

2026-10-17 13:00:54 -04:00

project.php

Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated

2026-10-18 00:01:43 -04:00

rack.php

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

reconcile.php

Accounts: let an account's first statement start from the bank's balance on a start date, bringing everything before it forward as reconciled and locked in an opening reconciliation, with a one-time Correct the opening balance for any gap with the bank, and Undo removing it and restoring the opening balance; add a deposit picker to new transfers out of a Cash account that lists the waiting payments and other income, fills the amount and notes from the ticked ones and links them so they are not offered again, shows the deposit on the transfer, payment and income quick looks, and releases the links when the transfer is deleted, moved to another account, or an item moves account; DB 3.0.9 adds reconciliation_opening, reconciliation_adjustment, payment_deposit_transfer_id and revenue_deposit_transfer_id; changelog updated

2026-10-17 00:11:25 -04:00

reports.php

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

request.php

Cron runs all jobs from a single dispatcher cron.php which should now be run every minute and all other cron jobs eliminated from cron

2026-07-30 13:48:39 -04:00

roles.php

Roles stage 1: Admin > Roles rebuilt showing each role's access per module as level-colored pills or Admin - everything, its agents with a link to Users filtered by role, search, Current and Archived tabs, and Edit, Copy, Archive, Restore and Delete greyed out with the reason when blocked; one role window for New, Edit and Copy with an Admin switch and a None, Read, Modify or Full level per module, each level listing what it allows, Reports limited to None and Read, and a copy dropping the Built-in description prefix; hardcoded role 3 checks replaced by guards so admin can't be taken off your own role or the only admins' role, archive needs no active agents, delete needs no agents at all, and names are unique in any case with the description optional; Administrator role can now be opened and renamed; role names escaped in flash messages, fixing an XSS; audit log records what changed on a role; lookupUserPermission reads the role's levels once per request instead of one query per check; new functions/roles.php, shared role_form.php and js/role_form.js; database 3.1.6 removes orphaned and duplicate user_role_permissions rows, clamps levels to 3 and adds a primary key on role and module; changelog updated

2026-10-17 20:43:45 -04:00

sanitize.php

Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes

2026-10-15 20:33:28 -04:00

search.php

Tags stage 2: tags on five more record kinds (tickets, documents, [kind], [kind], [kind]) working like the other seven with tag pills and + picker on list, page and quick look, Tags field in New and Edit, list tag filter and tag-name search, Bulk Action Tags, export tag filter and Tags column; tickets list shows + only once a ticket has a tag, Tags under More filters with its own chip, board cards show tags, tag changes written to ticket history and merging moves non-archived tags; document tag filter in client Files and at top level across all folders excluding uploads, bulk Tags only tags ticked documents, cross-client document tags open a global search; global search matches tag names, shows the matching tag on each result and adds a Tags group; API tags read, update and create endpoints plus a tags list on every record read, per-kind permission checks and tag creation limited to admin keys; Tags starter pack and demo data cover the new kinds; changelog breaking change for tag-name matching in searches and upgrade note now 2.7.9 to 3.1.4; stage 1 tag test updated for twelve kinds

2026-10-17 15:17:14 -04:00

security.php

Fix Generate readable passwords

2026-08-17 12:59:24 -04:00

service.php

Services modernization: new services list with Needs attention, Review due, High importance, No review set, Starred and Archived views, dependency chips, in-place importance, bulk importance/category/review schedule, mark reviewed, star, archive/restore/delete and CSV/PDF export; new service page with service facts, backup and recovery, who to call (vendor and client contact details), auto-saving notes and tabs for the assets it runs on, logins, domains and certificates, documents, tickets and history; compact quick look; shared add/edit form with importance, category suggestions, a review schedule and dependency pickers on add; review modal with checklist and history note; attention flags for expiring or expired domains and certificates, certificate check problems, infrastructure out of warranty or out of action, and archived records still linked; Report a problem opens a prefilled ticket linked to the service, plus a service_tickets table, ticket page services list and link/unlink from both sides; services, domains and certificates added to the generic link system, legacy service link actions routed through it with same-client checks; services shown on the asset, contact and vendor pages, the asset/domain/certificate/credential quick looks, the document Linked card, the client overview (card, attention items, upcoming reviews), the dashboard, calendar, global search, client PDF pack and nightly review notifications; archived services left out of nav counts and lookups; services read endpoint in the API; demo data review schedules; database update 2.8.7 (archive and review columns, wider category and backup, link table dedupe with primary keys, service_domains foreign keys, service_tickets)

2026-10-15 17:32:09 -04:00

share.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

sla.php

Emails stage 1: one email layout for everything ITFlow sends in new functions/email.php, with emailHtml carrying the billing look plus the reply line kept first, inbox preview text, a quoted message block made safe through documentHtmlPurify with images pointed at the install, a callout and a contact line, emailFrom reading the sender from the settings as saved, and emailQueue escaping raw values for the mail queue with a greeting and footnote per recipient, billingEmailHtml now a wrapper so billing emails are unchanged; ticket emails to clients rebuilt on it through ticketEmailContent and ticketMailSend, replacing ticketMailContactAndWatchers, ticketMailCompany and getTicketSlaEmailNotice, covering a ticket opened by an agent, on a schedule or from an email, replies, resolved with when it closes and a reopen button, closed with a feedback button, watcher added, the reply to a closed ticket, public replies through the API, bulk reply and bulk resolve, and task approval requests, each saying why the recipient gets it instead of the collaborator block, new tickets showing the SLA response time and asking Urgent and High tickets to phone, subjects unchanged so threading and parsing keep working; tickets auto-closed by the nightly run now send the closed email when client notifications are on; fixes scheduled tickets never emailing the contact or the new-ticket address because recurringTicketRaise did not load those settings, and a backslash before apostrophes in the subject and sender name of the emailed-ticket reply; changelog updated

2026-10-17 22:19:44 -04:00

software.php

Vendors overhaul for daily MSP work: new vendor page built around calling them, with Call support (dials the extension), Email, Support site, a star, and a New menu (case/ticket with them, license from them, asset bought from them, portal login, document, upload, or expense and recurring expense for our own vendors), Support card (phone, hours, SLA, email, site), Account card (account number, PIN shown as dots with show and copy, account manager name, direct line and email), blur-to-save notes, an Also used by list of the agent's other clients with the same vendor by name or template, and tabs for Cases (open first, with their ticket number), Licenses (soonest renewal first), Assets (serial, order ref, warranty status), Domains (registrar, web host, DNS, mail), Services, Logins, Documents, Files and History; our own vendors show spend this year, last year and in all, recent expenses and recurring expenses; new vendor quick look; rebuilt vendors list with starred first, initials tiles coloured by vendor name, support line, hours and SLA, account number and PIN, chips for open cases, licenses, assets, domains, services and logins, an Ours / Clients' switch with an all-clients view in All Client Docs, wider search (account manager, emails, tags), tag filter and bulk Tags/Archive/Restore/Delete; shared tabbed vendor form (Details, Support, Account, Notes) with star, tags and start from template that fills every field; Add a Template to Clients to roll one vendor out to many clients, skipping those that have it; Admin Vendor Templates shows how many clients use each template and has Add to clients; vendor tags (tag type 6) with vendor tags in the Tags starter pack; ticket vendor block shows their ticket number, support line, hours, SLA, account number and PIN with copy buttons; vendor tiles in every vendor picker and quick look links across tickets, licenses, assets, domains, services and expense lists; search opens the vendor page; CSV export adds tags, open cases, account manager and PIN; logins, documents and files can be linked to a vendor and ones made from a vendor's page are linked to it; demo vendors get tags, a star and an account manager; database update 2.8.2 adds vendor_tags and vendor_contact_phone_country_code, vendor_contact_phone, vendor_contact_email (db.sql updated) and clears references to vendors that no longer exist; ticket vendor now validated against the ticket's client and removing a vendor from a ticket is logged as such; deleting a vendor from a template no longer unlinks every other vendor from that template; deleting a vendor clears it from assets, licenses, tickets and domains, and vendors with expenses, recurring expenses or payment provider fees are archived rather than deleted; vendor websites without a scheme open correctly; domain form vendor names escaped; new vendor templates keep the phone country code and pushing a template update with nothing ticked no longer errors; vendors API accepts the account manager fields; new functions/vendor.php (VENDOR_USES, vendorCan/vendorEnforce with client vendors on module_client and ours on module_financial, tile, link, website, PIN, form, tags, counts, delete check, reference clearing, also used by, spend, history), credential|vendor and file|vendor link relations, tag module_ours for our own vendors, handlers add_vendor_template_to_clients, favorite_vendor, unfavorite_vendor and ajax vendor_set_notes, vendor_model.php removed

2026-10-14 22:49:05 -04:00

tags.php

Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated

2026-10-18 00:01:43 -04:00

tax.php

Taxes stage 2: Tax Collected report rebuilt for filing with an Invoiced basis (each sent invoice in the month of its date) or Paid basis (each payment carrying its share of its invoice), tax by part of each rate with registration numbers so a state's and a county's parts count apart and parts named alike add up in one row, sales before tax and net of discounts split into taxable, exempt and non-taxable, tax paid on purchases by part and net tax collected less paid, exempt sales by client with certificate and expiry, quarterly or monthly with a chart and CSV export of the tax table or the exempt sales, archived payments left out; expenses and recurring expenses record the tax included in them with a rate worked out from the amount as typed or typed over from the receipt, a tax amount with no rate allowed, refunds giving their tax back, recurring expenses copying it to each expense recorded, vendor defaults filling it in, and the list and quick looks showing it; exports gain invoice subtotal, discount, tax and tax by part, quote and recurring invoice tax, expense before tax, tax and tax rate, and client tax rate and exemption columns; API adds a taxes read endpoint with each rate's parts, subtotal, tax, tax by part and registration numbers on invoice and quote reads, and each line's rate on invoice item reads; Admin > Taxes explains naming parts alike and links the report; demo data names Allegheny County's state part PA Sales Tax and taxes the company's own-use purchases; removes the unused getMonthlyTax and getQuarterlyTax; database 3.1.2 adds expense and recurring expense tax rate and amount; changelog updated

2026-10-17 13:27:53 -04:00

ticket_fields.php

Emails stage 2: agent and staff emails in the shared email layout with an Open in ITFlow button - assigned to you (assignee pick, Bulk Action, New Ticket and Edit, several at once as one list, recurring tickets the same way, nothing when assigning yourself), new ticket to the new-ticket address (portal, email or scheduled, with what they wrote), client replied to the assigned agent (portal or email, with the reply), SLA at risk and missed to the SLA alert address and the assigned agent, scheduled work and its cancellation to the agent, contact and watchers with the calendar file, a new agent's sign in details, account changes, new device and failed MFA sign in alerts, a login sent back through a shared link, the Admin > Mail test email and the portal's saved card confirmation; nothing is queued when outgoing mail is not set up; fixes backslashes before apostrophes in the parser's new ticket and reply emails, emails skipped when no SMTP host was set for Microsoft 365 or Google mail, and the saved card email's wording; adds emailSettings(), emailReady() and cal_str to functions/email.php, the ticket agent email functions, userMailNewAccount() and userMailSignInAlert(), a new sendSlaAlert() signature, removes userQueueMail() and updates the changelog

2026-10-17 22:47:52 -04:00

ticket_template.php

Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated

2026-10-18 00:01:43 -04:00

ticket.php

Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated

2026-10-18 00:01:43 -04:00

trips.php

Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated

2026-10-17 13:00:54 -04:00

user.php

Emails stage 2: agent and staff emails in the shared email layout with an Open in ITFlow button - assigned to you (assignee pick, Bulk Action, New Ticket and Edit, several at once as one list, recurring tickets the same way, nothing when assigning yourself), new ticket to the new-ticket address (portal, email or scheduled, with what they wrote), client replied to the assigned agent (portal or email, with the reply), SLA at risk and missed to the SLA alert address and the assigned agent, scheduled work and its cancellation to the agent, contact and watchers with the calendar file, a new agent's sign in details, account changes, new device and failed MFA sign in alerts, a login sent back through a shared link, the Admin > Mail test email and the portal's saved card confirmation; nothing is queued when outgoing mail is not set up; fixes backslashes before apostrophes in the parser's new ticket and reply emails, emails skipped when no SMTP host was set for Microsoft 365 or Google mail, and the saved card email's wording; adds emailSettings(), emailReady() and cal_str to functions/email.php, the ticket agent email functions, userMailNewAccount() and userMailSignInAlert(), a new sendSlaAlert() signature, removes userQueueMail() and updates the changelog

2026-10-17 22:47:52 -04:00

vendor.php

Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated

2026-10-17 13:59:13 -04:00