itflow

Update .gitignore and add custom directories to /admin /client /guest /user Example Documentation coming soon

2025-09-22 19:33:40 -04:00

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

activity.php

Client portal stage 4: accounts - Your account rebuilt with details and an ask-us link, phone numbers, ticket email choices, password change needing the current password and 8 characters with an email notice, two-step sign-in with an authenticator app set up from a QR code, remembered browsers with Forget them, phone PIN and recent sign-ins with the device; activity rebuilt with signing-in and changes tabs and paging; sign-in asks portal users with two-step sign-in for a code, remembers the browser on request and locks an account after five wrong codes in ten minutes, matching portal users by contact_user_id; Admin > Client Portal can require two-step sign-in, sending anyone without it to set it up first, and agents can turn it off for a contact from the contact page; password links stored as SHA-256 and running out after an hour for Forgot password and a week for invites, the nightly run clearing only run-out links, Forgot password limited to one email per account every five minutes and ten requests per address in ten minutes, the reset page rebuilt with the password typed twice and a confirmation email, fixing the empty-token check that let anyone trigger the reset email; contacts choose every ticket email or replies and fixes only, and primary and technical contacts can hear about new tickets at their company or every update, honoured by agent, portal, email parser and recurring ticket emails; announcements for every client or one with tone and start and end dates on the portal home page, managed in Admin > Client Portal; View as contact opens the portal read only as a contact from the agent contact page, audited, with billing shown only when the agent's role reads sales and financial, nothing written or paid while viewing; agent contact page shows two-step status, last sign-in and ticket email choices; database 3.1.0 adds portal_announcements, contact ticket email columns and config_client_portal_require_mfa and hashes outstanding links; new functions/portal.php; changelog updated

2026-10-17 12:05:55 -04:00

asset.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

assets.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

certificates.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

contact_add.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

contact_edit.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

contact.php

Fix phone numbers keeping the 0 dialled at home after the country code (+49 0172 1234567) and click-to-call dialling it - formatPhoneNumber() now writes every country's numbers with Google libphonenumber's rules from the new functions/phone_formats.php, built by scripts/phone_formats_build.php from libphonenumber v9.0.43, taking off the national prefix and a typed-in country code where what is left is still a number of that country, with the international format after the code and the national format without it, German landlines split after their area code, Italy keeping its 0 and North America unchanged; the new phoneDialNumber() gives tel: links +code and the number without its prefix, used by contactPhoneLink(), vendorDialNumber() and every hand-built tel: link on the agent side, the client portal and the guest ticket page, and the ticket quick look now dials the extension after a pause instead of running it into the number; changelog updated

2026-11-05 13:16:06 -05:00

contacts.php

Client portal: invite people by email from a client's Contacts (Invites tab with send again, cancel, search and sorting) or by the primary contact in the portal, several at once with optional names and roles, each joining from the emailed link with their own name, title, phone and password or Microsoft 365 and becoming a contact then, an existing contact with that address being given access instead; self sign-up from Create an account on the sign-in page for addresses at a client's Domains when it is on in Admin > Settings > Client portal and for that client, verified by an emailed link and joining as a plain contact with agents and the primary contact told; the same answer whatever address is entered, per address and per IP limits and a hidden field for bots; nightly clean-up of unused links; six new email previews; new functions/portal_invite.php, client/invite.php, client/join.php and client/signup.php, replacing the unused contact_invite modal; DB 3.4.6 adds portal_invites, client_portal_signup and config_client_portal_signup

2026-10-25 01:07:53 -04:00

contract.php

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

contracts.php

Contracts stage 3: prepaid hours - hours included each month, and blocks bought with a price, expiry, note and an optional draft invoice; a nightly draw of billable ticket time, oldest ticket first from the hours that run out first, with Draw now and Put back, and a ticket the hours run out on staying in Unbilled Time at the usual rate; Prepaid hours card, a low hours email to the owner, and hours left on the contracts list, client overview, ticket, Unbilled Time and the client portal; [Monthly Hours] placeholder; new functions/contract_hours.php; DB 3.4.4 adds monthly hours and the alert level to contracts and templates, plus contract_blocks and contract_block_uses

2026-10-25 01:06:27 -04:00

document_add.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

document.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

documents.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

domains.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

file.php

Client portal stage 4: accounts - Your account rebuilt with details and an ask-us link, phone numbers, ticket email choices, password change needing the current password and 8 characters with an email notice, two-step sign-in with an authenticator app set up from a QR code, remembered browsers with Forget them, phone PIN and recent sign-ins with the device; activity rebuilt with signing-in and changes tabs and paging; sign-in asks portal users with two-step sign-in for a code, remembers the browser on request and locks an account after five wrong codes in ten minutes, matching portal users by contact_user_id; Admin > Client Portal can require two-step sign-in, sending anyone without it to set it up first, and agents can turn it off for a contact from the contact page; password links stored as SHA-256 and running out after an hour for Forgot password and a week for invites, the nightly run clearing only run-out links, Forgot password limited to one email per account every five minutes and ten requests per address in ten minutes, the reset page rebuilt with the password typed twice and a confirmation email, fixing the empty-token check that let anyone trigger the reset email; contacts choose every ticket email or replies and fixes only, and primary and technical contacts can hear about new tickets at their company or every update, honoured by agent, portal, email parser and recurring ticket emails; announcements for every client or one with tone and start and end dates on the portal home page, managed in Admin > Client Portal; View as contact opens the portal read only as a contact from the agent contact page, audited, with billing shown only when the agent's role reads sales and financial, nothing written or paid while viewing; agent contact page shows two-step status, last sign-in and ticket email choices; database 3.1.0 adds portal_announcements, contact ticket email columns and config_client_portal_require_mfa and hashes outstanding links; new functions/portal.php; changelog updated

2026-10-17 12:05:55 -04:00

functions.php

Contracts: refuse impossible dates (2026-02-30) when adding, editing, activating, renewing, cancelling or starting from a template instead of failing on save; keep each term to the day of the month it started on or the last day of a shorter month so month-end contracts no longer drift (PHP, nightly renewal, the Renew window, templates, Standard terms and contract_form.js); withdraw signing requests still waiting on the client or a countersignature when a contract is cancelled, when it ends nightly or when its client is archived (singly or in bulk), and refuse signing or countersigning on ended, cancelled or archived-client contracts through the link, the portal and Countersign; leave archived clients' contracts alone nightly (no renewing, ending or reminders), keep them out of the all-clients list, Due soon and the side menu count, and refuse sending them to sign; count a self-renewing contract as due soon and remind about it only when its notice date falls within its term, so Standard terms and monthly contracts with 30 days' notice no longer remind every term; keep drawing and adding prepaid hours on a cancelled contract until its last day; refuse deleting a contract once tickets drew on its prepaid hours or it was signed by both, showing why in place of Delete; changelog updated

2026-10-28 23:51:45 -04:00

index.php

Fix phone numbers keeping the 0 dialled at home after the country code (+49 0172 1234567) and click-to-call dialling it - formatPhoneNumber() now writes every country's numbers with Google libphonenumber's rules from the new functions/phone_formats.php, built by scripts/phone_formats_build.php from libphonenumber v9.0.43, taking off the national prefix and a typed-in country code where what is left is still a number of that country, with the international format after the code and the national format without it, German landlines split after their area code, Italy keeping its 0 and North America unchanged; the new phoneDialNumber() gives tel: links +code and the number without its prefix, used by contactPhoneLink(), vendorDialNumber() and every hand-built tel: link on the agent side, the client portal and the guest ticket page, and the ticket quick look now dials the extension after a pause instead of running it into the number; changelog updated

2026-11-05 13:16:06 -05:00

invite.php

Client portal: invite people by email from a client's Contacts (Invites tab with send again, cancel, search and sorting) or by the primary contact in the portal, several at once with optional names and roles, each joining from the emailed link with their own name, title, phone and password or Microsoft 365 and becoming a contact then, an existing contact with that address being given access instead; self sign-up from Create an account on the sign-in page for addresses at a client's Domains when it is on in Admin > Settings > Client portal and for that client, verified by an emailed link and joining as a plain contact with agents and the primary contact told; the same answer whatever address is entered, per address and per IP limits and a hidden field for bots; nightly clean-up of unused links; six new email previews; new functions/portal_invite.php, client/invite.php, client/join.php and client/signup.php, replacing the unused contact_invite modal; DB 3.4.6 adds portal_invites, client_portal_signup and config_client_portal_signup

2026-10-25 01:07:53 -04:00

invoice.php

Let clients pay the card fee - turn on Clients pay the card fee on Stripe in Admin > Payment Providers with Stripe's percent and fixed rate, and each card payment in the client portal, through an invoice's link, by autopay or from Charge Saved Card is grossed up so Stripe's fee comes out of it, with one fee per payment shared over its invoices; the fee is shown before paying (Pay invoices, checkout, the guest pay page, invoice pages, autopay and the Charge Saved Card window) and goes on each invoice as a Card Fee line with no tax when the payment is booked, carried in the PaymentIntent's itflow_fees metadata and checked against the amount received to the cent; a client can be let off it with No card fee on their Billing tab, refunding a card payment takes its Card Fee line back off, autopay and Charge Saved Card now compare cents instead of whole dollars, database 3.5.6 adds the provider and client columns, changelog updated

2026-11-05 12:47:06 -05:00

invoices.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

join.php

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

licenses.php

Client portal stage 3: Your IT - Devices with tabs by kind (Computers, Servers, Network, Phones and tablets, Other) with counts, an Everyone's or Mine filter, search and warranty badges when expired or expiring; a device page with make and model, serial, OS, user, location, purchase date and age, warranty, status, open tickets and licenses on it, Report a problem opening a new ticket with the device picked and plain contacts reaching their own devices from home; Licenses with All, Renewing soon and Expired tabs showing seats in use and renewal state without license keys; Domains and certificates on one page with registrar, DNS, website and email vendors, expiry and auto-renew, and a certificates tab with short-lived certificates shown as renewing themselves, the old certificates page redirecting there; Documents as a help library of client-visible documents with folder tabs and full-text search, a document page keeping its own tables and colours under a widened style policy, files to open or download with the first PDF or image shown inline, Print and Ask us about it, and new documents written in the editor or uploaded as a file with an agent notification; Contacts listing everyone primary first with roles and search, and the primary contact alone adding and editing contacts, giving portal access with an emailed set-password or Microsoft 365 invite, resending it, turning access off and marking someone as left, which turns off access and opens an offboarding ticket, all audited and notified; home renewals and devices linking to their pages; fixes a technical contact being able to change the primary contact's login email, revoked contacts staying signed in, portal documents recording the contact id as author, the upload stub going in unescaped and gated pages leaving a bare header; check_login ends sessions without a sign-in method, header.php buffers output so gates redirect properly, enforceContactCan sends contacts home with a message instead of logging them out, add_contact and edit_contact replaced by portal_contact_save, portal_contact_access and portal_contact_left, new Your IT helpers in client/functions.php and portal tile, roles, PDF and document styles; changelog updated

2026-10-17 02:40:59 -04:00

login_microsoft.php

Add managed mode, so one ITFlow can manage others - Admin > Managed Instances adds an instance and gives a one-time connection code (a week) that the other ITFlow pastes into the new Admin > Managed By, after which it checks in every minute from the new Manager Check-in cron job with a health report (versions, update waiting and whether it has security fixes, cron, last backup, errors today, agents against the seat limit, clients, storage) and takes back what the manager sets; the manager lists each instance's version, health, seats and last check-in with a page per instance showing what needs a look, its requests and everything it reported, can update it by hand or automatically after a set number of days (security releases straight away, not retried for six hours after a failure), set its seat limit and white-label key (locked on the instance while set), make it read-only (look, export and download only, across agents, portal, guest links and the API) or suspended (a notice with the manager's message and contact, 503 for the API) with other cron jobs paused until it is active again, sign in to it as support through a signed one-time two-minute link into a two-hour session that takes no seat, can't open the vault and can't set passwords or make API keys, and remove it, while the new Managed Instances job notifies when one stops checking in and closes requests never answered; instances only call the manager, can disconnect unless config.php sets $config_manager_required, and the Update page and queue_update defer to the manager; database 3.5.8 adds managed_instances, managed_instance_commands, settings.config_manager_keys and settings.config_managed, the logic is in the new functions/managed.php with api/managed/enroll.php, api/managed/checkin.php, login_support.php and includes/managed_blocked.php, cronJobClaim() takes a paused reason that leaves a due job due, getAgentUserLimit() and getActiveAgentUserCount() honour the manager's limit and leave out the support user, the vault helpers read a missing session key as empty, the audit log knows the new types and actions, and the email parser no longer logs an App Logs error every minute while parsing is switched off; changelog updated

2026-11-05 15:22:41 -05:00

login_reset.php

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

pay.php

Let clients pay the card fee - turn on Clients pay the card fee on Stripe in Admin > Payment Providers with Stripe's percent and fixed rate, and each card payment in the client portal, through an invoice's link, by autopay or from Charge Saved Card is grossed up so Stripe's fee comes out of it, with one fee per payment shared over its invoices; the fee is shown before paying (Pay invoices, checkout, the guest pay page, invoice pages, autopay and the Charge Saved Card window) and goes on each invoice as a Card Fee line with no tax when the payment is booked, carried in the PaymentIntent's itflow_fees metadata and checked against the amount received to the cent; a client can be let off it with No card fee on their Billing tab, refunding a card payment takes its Card Fee line back off, autopay and Charge Saved Card now compare cents instead of whole dollars, database 3.5.6 adds the provider and client columns, changelog updated

2026-11-05 12:47:06 -05:00

payments.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

pdf.php

Contracts stage 2: each contract is a document with placeholders ([Client], [Start Date], [Rate], an [SLA] table and more) to preview, print or download as PDF; Send to sign emails a contact or anyone a link to sign with a drawn or typed signature, from the link or the client portal (Billing > Contracts and the home page list of ones waiting); Countersign makes a draft active and emails the PDF signed by both with its signing trail and document fingerprint; Signing card with copy link, send again, withdraw and earlier requests; changing the document while it is out for signature withdraws the request; contract emails in Mail > Previews; new functions/contract_signature.php and functions/contract_pdf.php, guest/guest_view_contract.php, client/contracts.php and client/contract.php; DB 3.4.3 adds contract_signatures and keeps any stored signature as a recorded round

2026-10-25 01:05:42 -04:00

post.php

Bug fixes

2026-11-07 12:26:58 -05:00

profile.php

Add Skyetel text messaging with two-way ticket texting, text to ticket for contacts, Text reply on tickets, a Texts inbox for unmatched numbers, verification codes and spam (codes masked, limited to credential access, every reveal audited, wiped after a day), STOP/START/HELP handling, a text log with retry and cancel in Maintenance > Text Messages, the Text Messages cron job, and texts to clients about their tickets, visits, visit reminders and invoices with per-contact opt-in from the contact, by text or in the client portal, quiet hours, and new settings in Tickets and Notifications (database 3.6.0 and 3.6.1)

2026-11-06 00:08:10 -05:00

quote.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

quotes.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

receipt.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

recurring_invoice.php

Let clients pay the card fee - turn on Clients pay the card fee on Stripe in Admin > Payment Providers with Stripe's percent and fixed rate, and each card payment in the client portal, through an invoice's link, by autopay or from Charge Saved Card is grossed up so Stripe's fee comes out of it, with one fee per payment shared over its invoices; the fee is shown before paying (Pay invoices, checkout, the guest pay page, invoice pages, autopay and the Charge Saved Card window) and goes on each invoice as a Card Fee line with no tax when the payment is booked, carried in the PaymentIntent's itflow_fees metadata and checked against the amount received to the cent; a client can be let off it with No card fee on their Billing tab, refunding a card payment takes its Card Fee line back off, autopay and Charge Saved Card now compare cents instead of whole dollars, database 3.5.6 adds the provider and client columns, changelog updated

2026-11-05 12:47:06 -05:00

recurring_invoices.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

saved_payment_methods.php

Let clients pay the card fee - turn on Clients pay the card fee on Stripe in Admin > Payment Providers with Stripe's percent and fixed rate, and each card payment in the client portal, through an invoice's link, by autopay or from Charge Saved Card is grossed up so Stripe's fee comes out of it, with one fee per payment shared over its invoices; the fee is shown before paying (Pay invoices, checkout, the guest pay page, invoice pages, autopay and the Charge Saved Card window) and goes on each invoice as a Card Fee line with no tax when the payment is booked, carried in the PaymentIntent's itflow_fees metadata and checked against the amount received to the cent; a client can be let off it with No card fee on their Billing tab, refunding a card payment takes its Card Fee line back off, autopay and Charge Saved Card now compare cents instead of whole dollars, database 3.5.6 adds the provider and client columns, changelog updated

2026-11-05 12:47:06 -05:00

signup.php

Version ITFlow's scripts and stylesheets so browsers fetch the new copies after an update instead of needing a cache clear: add staticFileUrl() in functions/app.php, which adds ?v= and the file's modification time to the address, and send every script and stylesheet tag through it, libs included, with page-relative addresses changed to start from the site root; add js/tinymce_defaults.js to set TinyMCE's cache_suffix so the plugins, theme and skins it loads itself are versioned too; load ticket collision detection only when a ticket is shown, so a ticket that isn't found no longer throws a script error; add changelog entries and a CONTRIBUTING rule that new tags must use staticFileUrl()

2026-11-09 01:22:35 -05:00

statement.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

ticket_add.php

Ticket templates stage 3: request forms in the client portal - a template can be offered there under its own title, description and icon, to everyone with portal access or primary and technical contacts only, at every client or the ones picked (migration 3.2.1 adds the ticket_template_portal columns, ticket_template_portal_clients, and fill_in_client, ticket_fill_in_client and recurring_ticket_fill_in_client); New ticket in the portal starts with a choice of Report a problem or one of the forms, home lists them under Ask for something, and a form asks the fill-ins set to ask the client plus anything else, files and the device when the template mentions [Asset], then raises the ticket set up as the template says with its category, priority, billing, agent (notified), due time, tags and the tasks for those answers, the client's notes first in the details and who asked in its history; fill-ins can be kept for agents to answer, marked on the agent's ticket and left off the client's Request details; the template window gets a Client portal tab, the template page a card showing how and where it is offered and its requests, and the list marks the ones in the portal; a copy starts off not offered; forms a contact may not use are refused by link or post, and View as contact raises nothing; [Agent] is no longer filled with a client's name for a portal ticket with no agent; changelog updated

2026-10-18 01:11:12 -04:00

ticket_attachment.php

Client portal stage 4: accounts - Your account rebuilt with details and an ask-us link, phone numbers, ticket email choices, password change needing the current password and 8 characters with an email notice, two-step sign-in with an authenticator app set up from a QR code, remembered browsers with Forget them, phone PIN and recent sign-ins with the device; activity rebuilt with signing-in and changes tabs and paging; sign-in asks portal users with two-step sign-in for a code, remembers the browser on request and locks an account after five wrong codes in ten minutes, matching portal users by contact_user_id; Admin > Client Portal can require two-step sign-in, sending anyone without it to set it up first, and agents can turn it off for a contact from the contact page; password links stored as SHA-256 and running out after an hour for Forgot password and a week for invites, the nightly run clearing only run-out links, Forgot password limited to one email per account every five minutes and ten requests per address in ten minutes, the reset page rebuilt with the password typed twice and a confirmation email, fixing the empty-token check that let anyone trigger the reset email; contacts choose every ticket email or replies and fixes only, and primary and technical contacts can hear about new tickets at their company or every update, honoured by agent, portal, email parser and recurring ticket emails; announcements for every client or one with tone and start and end dates on the portal home page, managed in Admin > Client Portal; View as contact opens the portal read only as a contact from the agent contact page, audited, with billing shown only when the agent's role reads sales and financial, nothing written or paid while viewing; agent contact page shows two-step status, last sign-in and ticket email choices; database 3.1.0 adds portal_announcements, contact ticket email columns and config_client_portal_require_mfa and hashes outstanding links; new functions/portal.php; changelog updated

2026-10-17 12:05:55 -04:00

ticket_view_all.php

Client portal stage 1, look, home and tickets: a new light shell with the company logo or initials on the theme colour, sections shown by what each contact may open (Home, Tickets, Billing for billing contacts, Your IT for technical contacts, custom links), New ticket and an account menu with a dark mode switch kept in a cookie, a bottom tab bar and slide-in menu on phones, and the welcome banner removed; a rebuilt home showing what needs the contact (tickets waiting on their reply or to confirm, approvals, past-due invoices), open tickets, balance with Pay invoices, renewals in the next 45 days, their devices with warranty status and the company phone and email; tickets rebuilt with Open, Waiting on you, Resolved, Closed and All tabs with counts, search, paging and the whole company's tickets for primary and technical contacts with a Mine filter, the old all-tickets page redirecting there; a ticket page with progress steps, the conversation oldest first, approvals, details alongside, replies with drag and drop attachments, It's fixed, close or reopen and rating; New Ticket with priority, category, device and attachments; fixes downloading files from internal notes, files on closed tickets not downloading, new tickets linking to another client's device or a non-ticket category, empty replies and tickets being accepted, PHP warnings on Pay invoices and Recurring invoices with no payment provider, and Bootstrap icons and the editor setup blocked by the portal CSP, which now allows data: images; new js/portal.js and portal helpers in client/functions.php, ticketPortalStatusHtml removed; changelog updated

2026-10-17 01:28:27 -04:00

ticket.php

Ticket templates stage 3: request forms in the client portal - a template can be offered there under its own title, description and icon, to everyone with portal access or primary and technical contacts only, at every client or the ones picked (migration 3.2.1 adds the ticket_template_portal columns, ticket_template_portal_clients, and fill_in_client, ticket_fill_in_client and recurring_ticket_fill_in_client); New ticket in the portal starts with a choice of Report a problem or one of the forms, home lists them under Ask for something, and a form asks the fill-ins set to ask the client plus anything else, files and the device when the template mentions [Asset], then raises the ticket set up as the template says with its category, priority, billing, agent (notified), due time, tags and the tasks for those answers, the client's notes first in the details and who asked in its history; fill-ins can be kept for agents to answer, marked on the agent's ticket and left off the client's Request details; the template window gets a Client portal tab, the template page a card showing how and where it is offered and its requests, and the list marks the ones in the portal; a copy starts off not offered; forms a contact may not use are refused by link or post, and View as contact raises nothing; [Agent] is no longer filled with a client's name for a portal ticket with no agent; changelog updated

2026-10-18 01:11:12 -04:00

tickets.php

Client portal stage 1, look, home and tickets: a new light shell with the company logo or initials on the theme colour, sections shown by what each contact may open (Home, Tickets, Billing for billing contacts, Your IT for technical contacts, custom links), New ticket and an account menu with a dark mode switch kept in a cookie, a bottom tab bar and slide-in menu on phones, and the welcome banner removed; a rebuilt home showing what needs the contact (tickets waiting on their reply or to confirm, approvals, past-due invoices), open tickets, balance with Pay invoices, renewals in the next 45 days, their devices with warranty status and the company phone and email; tickets rebuilt with Open, Waiting on you, Resolved, Closed and All tabs with counts, search, paging and the whole company's tickets for primary and technical contacts with a Mine filter, the old all-tickets page redirecting there; a ticket page with progress steps, the conversation oldest first, approvals, details alongside, replies with drag and drop attachments, It's fixed, close or reopen and rating; New Ticket with priority, category, device and attachments; fixes downloading files from internal notes, files on closed tickets not downloading, new tickets linking to another client's device or a non-ticket category, empty replies and tickets being accepted, PHP warnings on Pay invoices and Recurring invoices with no payment provider, and Bootstrap icons and the editor setup blocked by the portal CSP, which now allows data: images; new js/portal.js and portal helpers in client/functions.php, ticketPortalStatusHtml removed; changelog updated

2026-10-17 01:28:27 -04:00

unpaid_invoices.php

Let clients pay the card fee - turn on Clients pay the card fee on Stripe in Admin > Payment Providers with Stripe's percent and fixed rate, and each card payment in the client portal, through an invoice's link, by autopay or from Charge Saved Card is grossed up so Stripe's fee comes out of it, with one fee per payment shared over its invoices; the fee is shown before paying (Pay invoices, checkout, the guest pay page, invoice pages, autopay and the Charge Saved Card window) and goes on each invoice as a Card Fee line with no tax when the payment is booked, carried in the PaymentIntent's itflow_fees metadata and checked against the amount received to the cent; a client can be let off it with No card fee on their Billing tab, refunding a card payment takes its Card Fee line back off, autopay and Charge Saved Card now compare cents instead of whole dollars, database 3.5.6 adds the provider and client columns, changelog updated

2026-11-05 12:47:06 -05:00