johnnyq 2b401cb405 Custom Links rebuilt: tabs for the agent menu, top bar, client portal, admin menu and reports menu with counts plus All and Archived, search by name, address or description, sortable columns, each link with its icon, description, address and new-tab marker, links whose address can't work flagged; drag into order on a menu's tab or move up and down, new links at the end of their menu in place of the Order number; one add and edit window with a live preview of the link in its menu, an icon picker with search, a description shown on hover and a new-tab switch that follows the address until changed; copy, open, archive, restore and confirmed delete; addresses limited to web addresses, ITFlow pages, mailto, tel and the remote tool schemes asset links allow, with javascript and data refused and old ones drawn as going nowhere; menus read one shared helper, the agent menu's links sit under Tools even without Reports, the admin menu's get a Links heading, new-tab links get a small arrow, links without an icon get the link arrow and every link shows its description on hover; fixes mailto and tel links showing as unsupported in the side menus, the portal menu taking any address, the delete message missing the name and the new-tab tick never showing; edits audit what changed from what to what; adds functions/custom_link.php and js/custom_link_form.js, no database change; changelog

2026-10-24 14:03:40 -04:00

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check_login.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

contact_form.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

footer.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

header.php

Custom Links rebuilt: tabs for the agent menu, top bar, client portal, admin menu and reports menu with counts plus All and Archived, search by name, address or description, sortable columns, each link with its icon, description, address and new-tab marker, links whose address can't work flagged; drag into order on a menu's tab or move up and down, new links at the end of their menu in place of the Order number; one add and edit window with a live preview of the link in its menu, an icon picker with search, a description shown on hover and a new-tab switch that follows the address until changed; copy, open, archive, restore and confirmed delete; addresses limited to web addresses, ITFlow pages, mailto, tel and the remote tool schemes asset links allow, with javascript and data refused and old ones drawn as going nowhere; menus read one shared helper, the agent menu's links sit under Tools even without Reports, the admin menu's get a Links heading, new-tab links get a small arrow, links without an icon get the link arrow and every link shows its description on hover; fixes mailto and tel links showing as unsupported in the side menus, the portal menu taking any address, the delete message missing the name and the new-tab tick never showing; edits audit what changed from what to what; adds functions/custom_link.php and js/custom_link_form.js, no database change; changelog

2026-10-24 14:03:40 -04:00

inc_all.php

Update Client Nav to use Absolute links and updated more of the inc_alls to use Document Server Root

2025-10-07 13:44:08 -04:00

ticket_next_steps.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