itflow

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

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

Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started

2026-10-25 14:28:17 -04:00

getting_started

Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started

2026-10-25 14:28:17 -04:00

includes

Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started

2026-10-25 14:28:17 -04:00

modals

Contracts stage 4: a contract in force sets the client's SLA for new tickets, the hourly rate with an after-hours rate for tickets opened outside business hours, and net terms for new invoices, the one that started last first and the client's own where it is empty; Unbilled Time bills each ticket at its own rate with one line per rate, and the ticket invoice window, Add Tickets, quote from a ticket, Unbilled Work and Time Detail reports, New Invoice, copy, quote to invoice, the invoice page, client overview and client edit follow it; a recurring invoice made from or linked to a contract is paused while it is a draft, started when it is made active or renewed with missed runs skipped, and paused once when it ends or its cancellation takes effect; new functions/contract_billing.php; fixes agent names double-escaped in the prepaid hours history; DB 3.4.5 adds contract_recurring_invoice_id and contract_recurring_stopped_at and treats a 0.00 contract rate as empty

2026-10-25 01:06:59 -04:00

post

Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started

2026-10-25 14:28:17 -04:00

ai_models.php

AI stage 4: Billing use case falling back to General; Write it with AI on quotes and invoices whose lines can still change - say what it is for and AI picks lines from the product catalog at catalog prices and frequency, labor in quarter hours at the client's rate, and anything else unpriced for the agent to set (AI never sets a price), with a suggested scope, client note and pre-send checks, optionally using the quote's ticket and the client's people, sites and devices (ticket and documentation only with Support); ticked lines added through billing_ai_lines, taxed by kind, scope and note kept on request, lines that can't go on listed; Write it on the ticket Invoice window describes the work done from replies and notes for the client under the usual ticket line, passwords never sent nor written back; new functions/ai_billing.php, ai_billing_draft and ai_ticket_invoice_description endpoints, billing_ai_writer modal, billing_draft and invoice_description features; callAiApi remove mode also strips made-up secret placeholders; changelog

2026-10-20 21:23:52 -04:00

ai_providers.php

AI stage 4: Billing use case falling back to General; Write it with AI on quotes and invoices whose lines can still change - say what it is for and AI picks lines from the product catalog at catalog prices and frequency, labor in quarter hours at the client's rate, and anything else unpriced for the agent to set (AI never sets a price), with a suggested scope, client note and pre-send checks, optionally using the quote's ticket and the client's people, sites and devices (ticket and documentation only with Support); ticked lines added through billing_ai_lines, taxed by kind, scope and note kept on request, lines that can't go on listed; Write it on the ticket Invoice window describes the work done from replies and notes for the client under the usual ticket line, passwords never sent nor written back; new functions/ai_billing.php, ai_billing_draft and ai_ticket_invoice_description endpoints, billing_ai_writer modal, billing_draft and invoice_description features; callAiApi remove mode also strips made-up secret placeholders; changelog

2026-10-20 21:23:52 -04:00

ai_usage.php

AI stage 1: rebuild AI Providers and AI Models in the standard list pattern with ready-made provider kinds (OpenAI, Anthropic, Azure OpenAI, Gemini, Mistral, Groq, OpenRouter, Ollama, LM Studio, OpenAI-compatible), Test that lists a provider's models, Save anyway for a provider that doesn't answer, a first model offered when adding the first provider, the API key no longer shown, from-to audit lines, and delete confirms that say what goes and what stops; model window with suggested models, use case notes and Try it; new AI Usage page logging each request by feature, user, client, model, tokens, time and failure, with totals, views and filters, pruned with the audit log; passwords, keys, 2FA links and card numbers taken out before sending and put back in the answer, on by default per provider; new Use AI role permission; Reword shown only when set up and allowed, placed first in the toolbar, with its own instructions, undo in one step and a fixed endpoint on admin pages; ticket summary and template drafts purified; Settings overview warns while AI requests keep failing; database 3.3.8 adds provider kind and redact, ai_usage and module_ai

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

api_keys.php

Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing

2026-10-19 00:56:52 -04:00

app_logs.php

Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log

2026-10-19 12:34:53 -04:00

audit_logs.php

Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log

2026-10-19 12:34:53 -04:00

backup_download.php

More sweeps to replace select * with actual returned column names dramatically reduces php memory usage and speeds up processing dramatically especially in the crons since they run all the time

2026-08-06 13:10:23 -04:00

backup.php

Replace copy buttons with hover over copy buttons

2026-10-14 17:27:27 -04:00

canned_responses.php

Canned responses stages 3 and 4: agents keep canned responses of their own in Your account > Canned Responses (on the standard list with Yours and Shared tabs, how often they used each, change, copy, archive and delete their own, Copy to yours from a shared one), offered to them alone and first in the picker as Yours; Save your reply as a canned response at the foot of the picker opens the draft with the ticket's contact, first name, client, ticket number, subject, link and agent swapped back to placeholders (canned_response_unfill, text only, a one-word subject left alone), offered on the ticket's category with a switch to put it back as written, and saves it in JSON without leaving the ticket so the reply stays and the new one goes straight into the picker; Admin > Canned Responses gains an Agents' own tab showing whose each is with Share with everyone, copies made there are shared, and admins can share their own or tick Share when saving a reply; files go with a response (Files tab, up to ten of the ticket attachment kinds, kept in uploads/canned_responses/<id>/, streamed by agent/canned_response_file.php to those who may use it), shown as chips under the picker with an x to leave one off, copied onto the ticket with the reply and sent with its email on a ticket and in Update & Reply; migration 3.2.4 adds canned_response_user_id and canned_response_created_by and the canned_response_files table, existing responses staying shared; the response window moves to includes/canned_response_form.php for the admin and account windows; export and import (functions/canned_response_transfer.php) of one, some or every shared response as a versioned JSON file with categories by name, what it sets up, status by name and files as base64, importing as shared with categories matched or made and leave, add as well or replace (keeping use and archived state), everything made safe and refused files named; an MSP starter pack of 27 canned responses in Starter Content loaded through the same import, with Update for the ones already added, and the Update button now driven by the pack registry; new Canned Responses report under Service Desk by response and by agent, filtered by client and by the agent who used it, admins seeing every agent's own; changelog updated

2026-10-18 15:36:00 -04:00

categories.php

Admin lists on the standard list pattern: Ticket Templates, Roles, API Keys, Taxes, Categories and Tags now have the full-size search with the dark button, Active and Archived pills with counts, sortable table-light column headings, paging through filter_footer.php with records per page, and the btn-light row menu, with old archived=1 links still opening Archived; Ticket Templates sorts by name, tasks, use or last use, gains a Last used column and moves Import, Export, the report and Starter templates onto the New button's split menu; Roles sorts by name with admin roles first, agents or last change; API Keys sorts by name, end date, agent or last use, with Active and Expired pills so a revoked key moves to Expired to be deleted; Taxes sorts by name, rate or use; Categories and Tags keep their kinds in the left nav with the pills beside the list, sort by name or use (and in order for the ordered category kinds), and page in PHP; dragging categories into order and Move up and Move down work on every page (reorder_categories takes offset); bulk actions move to the right of the search row; descriptions wrap so rows and their menus fit on a phone; the help lines above the lists are dropped, with a category kind's purpose on its nav link; apiKeyRows() removed as unused; category and tag redirects use show=archived; changelog updated

2026-10-18 02:26:56 -04:00

contract_templates.php

Contracts stage 1: new Contracts list and page under Billing and the client menu with type, term, start and end, auto renew, notice days, support hours, rates, net terms and an SLA per priority from Admin > SLAs (empty uses the client's own), stat tiles, Active, Due soon, Drafts, Ended and All tabs, search, type and client filters and sorting; New, Copy and Edit from a template with an owner and contact, Make active, Renew and Cancel; nightly renewal or ending and an owner reminder a month before the notice date; client overview attention items and the contract in the Financial row; Contract Templates rebuilt with Template, Cover and Terms tabs, copy, archive and restore; new functions/contract.php; fixes deleting a client that has a contract, a new template's after-hours rate not saving, rates cut to whole amounts, Net 30 saved as 0 and Edit blanking the rates; DB 3.4.2 turns the old response and resolution hours into SLAs and renewal frequency into term and auto renew, and normalises type, status and net terms

2026-10-25 01:05:09 -04:00

cron.php

Add titles to icon-only buttons

2026-10-08 17:12:21 -04:00

custom_links.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

database_updates.php

Remove DB Update from WebUI as this is handled by the update_cli backend

2026-08-26 22:59:17 -04:00

debug.php

Rebuild Admin > Debug as a system health page: problems and warnings first with what to do and where, key figures along the top, checks by section (ITFlow and database version, updates, cron and jobs, mail queue and email to tickets, backups, PHP version, extensions and limits, HTTPS, certificate, base URL and HTTPS only, folders and disk space, server and clock drift, errors logged), database size, biggest tables and structure compared with db.sql ignoring integer display widths, uploads by folder, and a Copy for support plain-text report without host names, paths or keys; row counts use the database's estimate with a Count exactly option, the uploads scan stops after a few seconds, the certificate is checked against config_base_url instead of the request host, HTTPS counts X-Forwarded-Proto, every query degrades instead of failing when the database is behind the code, and the page no longer closes the database before the footer; new functions/system_health.php

2026-10-24 14:46:01 -04:00

document_template.php

Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages

2026-10-19 00:13:28 -04:00

document_templates.php

Document templates stage 4, export, import, starter pack and report: Admin > Document Templates gets a menu beside New with Import, Export, the report and the starter pack, and each template page gets an Export link; the file carries each template's summary, its text with images embedded, its fill-ins and review interval, leaving who should have one to each install; importing a template already there by name can leave it, add the file's copy alongside or replace it (keeping its documents and who should have one), new ones come in required of no one, content goes through the HTML purifier, and images that only point at the other install's uploads are left out with the message saying how many; the MSP starter pack is rebuilt as 14 templates (Asset Inventory and Vendors and Escalation new) that fill in from the client, pull in its sites, networks, equipment, servers, domains, licenses, vendors and contacts as tables, ask for the rest with typed fill-ins, set 6 or 12 month reviews on the ones that go stale, and are required of no one out of the box; Update on Starter Content now covers document templates, bringing older starter templates up to the new versions while keeping their documents and who should have one; new Document Templates report under Clients & Documentation by template (documents made in the period against the period before, current documents, clients with one, coverage of the clients it is required of, documents due a review) and by client (what each should have, has and is missing, and documents due), filtered by client or by the agent who made them, each table exportable as CSV, and client-restricted users seeing only their clients; no database change; changelog updated

2026-10-18 19:50:42 -04:00

getting_started.php

Add Get started, a guided walk through what is left to set up after installing (cron, email, backups, billing, support, the team, starter content and a first client), each step a short form of its own with Skip for now and ticked off from the settings themselves, shown to the first admin to sign in on a new install and as a Finish setting up card on the dashboard until done, skipped or dismissed, and in Admin > Get started any time; database 3.4.7 adds settings.config_getting_started (on for a new install, off for an updated one), config_getting_started_skipped and config_getting_started_opened_at; the mail server check moves to settingsMailServerCheck() for Admin > Mail and the Email step, app.js only starts DataTables where it is loaded, and setup's finish step points at Get started

2026-10-25 14:28:17 -04:00

identity_providers.php

Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins

2026-10-20 11:30:27 -04:00

index.php

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mail_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

mail_queue.php

Mail queue stage 2: keep why each email failed or who cancelled it in the new email_queue.email_error column (database 3.3.7), written by the worker on every failure path and cleared on send or retry, show and search it on the list, include it in failure alerts and alert when the last retry gives up, and rebuild the email view with its status, reason, recipients, tries, times, attachments, calendar file, Retry now, Cancel and Delete, showing the message in a sandboxed frame

2026-10-20 11:34:57 -04:00

modules.php

Empty states: one shared empty state on every list page, drawn by includes/inc_empty_state.php from each page's $empty_state through the new emptyStateHtml() in functions/format.php - a grey round tile with the list's icon, a title, a line on what goes there and the page's own New and Import buttons when nothing has been added, No X match with a Clear filters button that keeps the client, archived and the current tab when a search or filters leave nothing, Nothing in {tab} with the tab's description for an empty pill and a tick for pills that flag trouble, and No archived X for an empty archive; pills count as views rather than filters; replaces the pages' own empty blocks so a filtered-to-nothing list no longer shows two messages; files, notifications and racks use it in their own layouts; adds emptyStateFiltered(), emptyStateClearUrl() and emptyStatePill() and the .itflow-empty-state styles; changelog updated

2026-10-17 00:47:32 -04:00

oauth_microsoft_mail_callback.php

Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page

2026-10-20 12:56:01 -04:00

payment_methods.php

Payment Methods: rebuilt Admin > Payment Methods with each method's use (payments, income, expenses) linking to Transactions, when it was last used, In use and Archived tabs, search and sorting; a method is for money in, money out or both and each picker offers only the ones that fit, transfers all of them; renaming carries the new name to every payment, income, expense, recurring expense, reimbursement, transfer, autopay and the defaults; payment and expense defaults set from the list; archive and restore; delete only an unused method, a used one is merged into another; methods records use that are not in the list can be added in one click; one New/Edit window with field icons; new functions/payment_method.php with paymentMethods() moved there from functions/billing.php; fixes a rename splitting records under two names, editing a Stripe payment or one whose method is no longer listed, and duplicate names; DB 3.4.1 adds payment_method_use and payment_method_archived_at

2026-10-25 01:03:16 -04:00

payment_providers.php

Payment Providers stage 3: the providers list shows card payments in the last 30 days with their total and the last payment date, and fees recorded in 30 days with a count of payments whose fee is still to record, flagged once more than two days old; adds Check connection, which reports the Stripe account the saved key belongs to or why it is not connected, and Record fees now, which runs the nightly fee reconciliation on demand through the same shared function the nightly job now uses; Settings > Invoices and billing shows how card payments stand under Paid online, and the Settings overview flags test keys, card payments going into an archived account, and Stripe fees not being recorded, with the Invoices and billing tile showing whether cards are on; overview warnings keep their button beside the text where there is room

2026-10-20 16:17:32 -04:00

post.php

Fix AI

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

project_template.php

Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages

2026-10-19 00:13:28 -04:00

project_templates.php

Empty states: one shared empty state on every list page, drawn by includes/inc_empty_state.php from each page's $empty_state through the new emptyStateHtml() in functions/format.php - a grey round tile with the list's icon, a title, a line on what goes there and the page's own New and Import buttons when nothing has been added, No X match with a Clear filters button that keeps the client, archived and the current tab when a search or filters leave nothing, Nothing in {tab} with the tab's description for an empty pill and a tick for pills that flag trouble, and No archived X for an empty archive; pills count as views rather than filters; replaces the pages' own empty blocks so a filtered-to-nothing list no longer shows two messages; files, notifications and racks use it in their own layouts; adds emptyStateFiltered(), emptyStateClearUrl() and emptyStatePill() and the .itflow-empty-state styles; changelog updated

2026-10-17 00:47:32 -04:00

roles.php

Admin lists on the standard list pattern: Ticket Templates, Roles, API Keys, Taxes, Categories and Tags now have the full-size search with the dark button, Active and Archived pills with counts, sortable table-light column headings, paging through filter_footer.php with records per page, and the btn-light row menu, with old archived=1 links still opening Archived; Ticket Templates sorts by name, tasks, use or last use, gains a Last used column and moves Import, Export, the report and Starter templates onto the New button's split menu; Roles sorts by name with admin roles first, agents or last change; API Keys sorts by name, end date, agent or last use, with Active and Expired pills so a revoked key moves to Expired to be deleted; Taxes sorts by name, rate or use; Categories and Tags keep their kinds in the left nav with the pills beside the list, sort by name or use (and in order for the ordered category kinds), and page in PHP; dragging categories into order and Move up and Move down work on every page (reorder_categories takes offset); bulk actions move to the right of the search row; descriptions wrap so rows and their menus fit on a phone; the help lines above the lists are dropped, with a category kind's purpose on its nav link; apiKeyRows() removed as unused; category and tag redirects use show=archived; changelog updated

2026-10-18 02:26:56 -04:00

saved_payment_methods.php

Payment Providers stage 2: Saved Cards rebuilt in the standard list pattern showing whose card it is, the card brand and last four digits, expiry with expired and soon flags, and the recurring invoices that autopay with it and their next date, flagging an expired card on autopay as one that will be declined; adds All, On autopay and Expired tabs with counts, client and provider filters, search by customer and payment method ID, and sort by expiry; the Payment Providers list links to each provider's cards and autopay; removing a card names the autopay that stops, detaches it at Stripe, records the stopped autopay in each recurring invoice's history and states when Stripe could not be reached

2026-10-20 15:26:22 -04:00

settings_client_portal.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

settings_company.php

Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch

2026-10-20 11:29:24 -04:00

settings_default.php

Payment Methods: rebuilt Admin > Payment Methods with each method's use (payments, income, expenses) linking to Transactions, when it was last used, In use and Archived tabs, search and sorting; a method is for money in, money out or both and each picker offers only the ones that fit, transfers all of them; renaming carries the new name to every payment, income, expense, recurring expense, reimbursement, transfer, autopay and the defaults; payment and expense defaults set from the list; archive and restore; delete only an unused method, a used one is merged into another; methods records use that are not in the list can be added in one click; one New/Edit window with field icons; new functions/payment_method.php with paymentMethods() moved there from functions/billing.php; fixes a rename splitting records under two names, editing a Stripe payment or one whose method is no longer listed, and duplicate names; DB 3.4.1 adds payment_method_use and payment_method_archived_at

2026-10-25 01:03:16 -04:00

settings_invoice.php

Payment Providers stage 3: the providers list shows card payments in the last 30 days with their total and the last payment date, and fees recorded in 30 days with a count of payments whose fee is still to record, flagged once more than two days old; adds Check connection, which reports the Stripe account the saved key belongs to or why it is not connected, and Record fees now, which runs the nightly fee reconciliation on demand through the same shared function the nightly job now uses; Settings > Invoices and billing shows how card payments stand under Paid online, and the Settings overview flags test keys, card payments going into an archived account, and Stripe fees not being recorded, with the Invoices and billing tile showing whether cards are on; overview warnings keep their button beside the text where there is room

2026-10-20 16:17:32 -04:00

settings_localization.php

Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch

2026-10-20 11:29:24 -04:00

settings_logs.php

Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page

2026-10-20 12:56:01 -04:00

settings_mail.php

Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page

2026-10-20 12:56:01 -04:00

settings_module.php

Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch

2026-10-20 11:29:24 -04:00

settings_notification.php

Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins

2026-10-20 11:30:27 -04:00

settings_project.php

Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors

2026-10-20 11:29:58 -04:00

settings_quote.php

Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors

2026-10-20 11:29:58 -04:00

settings_security.php

Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins

2026-10-20 11:30:27 -04:00

settings_telemetry.php

Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch

2026-10-20 11:29:24 -04:00

settings_theme.php

Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch

2026-10-20 11:29:24 -04:00

settings_ticket.php

AI stage 2: AI on tickets - Draft button in the ticket reply editor that writes the next reply from the ticket or from typed notes, for the reply type picked, leaving internal notes out of anything the client reads, with undo; richer ticket summary from the whole ticket with Save as a note, Copy and Again; Triage with AI suggesting a category and priority shown on the ticket to apply in part or dismiss, logged in the ticket history; automatic triage of new email, portal and API tickets with a Settings > Tickets mode of off, suggest or fill in and a new AI Triage cron job; Write up as a document drafting a knowledge base document from a ticket into the New Document form for the client or the company's own client record, linked to the ticket's asset, with passwords and keys left out as [removed]; new ticket features shown by name in AI Usage; database 3.3.9 adds config_ticket_ai_triage and ai_ticket_triage

2026-10-20 18:58:14 -04:00

settings.php

AI stage 1: rebuild AI Providers and AI Models in the standard list pattern with ready-made provider kinds (OpenAI, Anthropic, Azure OpenAI, Gemini, Mistral, Groq, OpenRouter, Ollama, LM Studio, OpenAI-compatible), Test that lists a provider's models, Save anyway for a provider that doesn't answer, a first model offered when adding the first provider, the API key no longer shown, from-to audit lines, and delete confirms that say what goes and what stops; model window with suggested models, use case notes and Try it; new AI Usage page logging each request by feature, user, client, model, tokens, time and failure, with totals, views and filters, pruned with the audit log; passwords, keys, 2FA links and card numbers taken out before sending and put back in the answer, on by default per provider; new Use AI role permission; Reword shown only when set up and allowed, placed first in the toolbar, with its own instructions, undo in one step and a fixed endpoint on admin pages; ticket summary and template drafts purified; Settings overview warns while AI requests keep failing; database 3.3.8 adds provider kind and redact, ai_usage and module_ai

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

sign_ins.php

Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing

2026-10-19 00:56:52 -04:00

sla.php

Contracts stage 4: a contract in force sets the client's SLA for new tickets, the hourly rate with an after-hours rate for tickets opened outside business hours, and net terms for new invoices, the one that started last first and the client's own where it is empty; Unbilled Time bills each ticket at its own rate with one line per rate, and the ticket invoice window, Add Tickets, quote from a ticket, Unbilled Work and Time Detail reports, New Invoice, copy, quote to invoice, the invoice page, client overview and client edit follow it; a recurring invoice made from or linked to a contract is paused while it is a draft, started when it is made active or renewed with missed runs skipped, and paused once when it ends or its cancellation takes effect; new functions/contract_billing.php; fixes agent names double-escaped in the prepaid hours history; DB 3.4.5 adds contract_recurring_invoice_id and contract_recurring_stopped_at and treats a 0.00 contract rate as empty

2026-10-25 01:06:59 -04:00

software_template.php

Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing

2026-10-19 00:56:52 -04:00

software_templates.php

License templates stage 4: export license templates to a file (every current one, the ones picked including archived, or one from its page or row), carrying what a license starts with, the vendor template without account number, code or contact, and the product name, but not who should have it; import a file, skipping, copying or replacing templates already here by name, matching vendor templates by name or creating them from the file, matching current products by name without creating any, and on replace keeping licenses, who should have it and the template's own product unless the file's product is here; add a License Templates starter pack of 20 common MSP licenses with type, licensing, renewal term, notes and vendor, linked to the products of the same name once Products & Services is loaded, plus an Update that refreshes the ones already here; add Import, Export, the report and the starter pack to the New License Template menu; add a License Templates report by template and by client covering licenses made, seats in use against bought, renewals, coverage of the clients that should have one and, for Sales users, licenses billed and their monthly value, with CSV export

2026-10-18 21:42:31 -04:00

starter_content.php

Vendor templates stage 3: add a status page and support portal to vendors and vendor templates, linked from the vendor page, quick look, vendors list and its tickets and kept in step from the template, keep the account manager line and email on templates for new vendors only, add Export and Import of vendor templates with skip, add or replace for existing names and never account numbers or PINs, refresh the starter vendor templates with support sites, status pages, portals and what support asks for plus an Update for ones added before, carry the status page and portal in license template files, the API and exports, stop making a support site with a non-http scheme a link, and database 3.3.6 adds the new vendor and vendor template columns

2026-10-20 11:21:58 -04:00

tags.php

Admin lists on the standard list pattern: Ticket Templates, Roles, API Keys, Taxes, Categories and Tags now have the full-size search with the dark button, Active and Archived pills with counts, sortable table-light column headings, paging through filter_footer.php with records per page, and the btn-light row menu, with old archived=1 links still opening Archived; Ticket Templates sorts by name, tasks, use or last use, gains a Last used column and moves Import, Export, the report and Starter templates onto the New button's split menu; Roles sorts by name with admin roles first, agents or last change; API Keys sorts by name, end date, agent or last use, with Active and Expired pills so a revoked key moves to Expired to be deleted; Taxes sorts by name, rate or use; Categories and Tags keep their kinds in the left nav with the pills beside the list, sort by name or use (and in order for the ordered category kinds), and page in PHP; dragging categories into order and Move up and Move down work on every page (reorder_categories takes offset); bulk actions move to the right of the search row; descriptions wrap so rows and their menus fit on a phone; the help lines above the lists are dropped, with a category kind's purpose on its nav link; apiKeyRows() removed as unused; category and tag redirects use show=archived; changelog updated

2026-10-18 02:26:56 -04:00

tax_rates.php

Admin lists on the standard list pattern: Ticket Templates, Roles, API Keys, Taxes, Categories and Tags now have the full-size search with the dark button, Active and Archived pills with counts, sortable table-light column headings, paging through filter_footer.php with records per page, and the btn-light row menu, with old archived=1 links still opening Archived; Ticket Templates sorts by name, tasks, use or last use, gains a Last used column and moves Import, Export, the report and Starter templates onto the New button's split menu; Roles sorts by name with admin roles first, agents or last change; API Keys sorts by name, end date, agent or last use, with Active and Expired pills so a revoked key moves to Expired to be deleted; Taxes sorts by name, rate or use; Categories and Tags keep their kinds in the left nav with the pills beside the list, sort by name or use (and in order for the ordered category kinds), and page in PHP; dragging categories into order and Move up and Move down work on every page (reorder_categories takes offset); bulk actions move to the right of the search row; descriptions wrap so rows and their menus fit on a phone; the help lines above the lists are dropped, with a category kind's purpose on its nav link; apiKeyRows() removed as unused; category and tag redirects use show=archived; changelog updated

2026-10-18 02:26:56 -04:00

ticket_statuses.php

Rebuild Admin > Ticket Statuses: list on the standard pattern with In use and Switched off tabs, search, sortable headers, ticket counts linking to the tickets, SLA clock and client-reply columns and drag ordering for the pickers and board; one New/Edit window with badge preview, colour swatches and a description shown on hover across the app; per-status choice of whether a client reply by email or portal moves the ticket back to Open or leaves it; switch off and delete move a status's tickets to a chosen status with ticket history and SLA sync, and clear canned responses that set it; built-in statuses keep their names, stay on and have fixed SLA and reply behaviour enforced server-side; badges use readable text colour; the tickets filter keeps a switched-off status; database 3.4.0 adds ticket_status_description and ticket_status_client_reply; new functions/ticket_status.php

2026-10-24 15:14:10 -04:00

ticket_template.php

Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages

2026-10-19 00:13:28 -04:00

ticket_templates.php

Admin lists on the standard list pattern: Ticket Templates, Roles, API Keys, Taxes, Categories and Tags now have the full-size search with the dark button, Active and Archived pills with counts, sortable table-light column headings, paging through filter_footer.php with records per page, and the btn-light row menu, with old archived=1 links still opening Archived; Ticket Templates sorts by name, tasks, use or last use, gains a Last used column and moves Import, Export, the report and Starter templates onto the New button's split menu; Roles sorts by name with admin roles first, agents or last change; API Keys sorts by name, end date, agent or last use, with Active and Expired pills so a revoked key moves to Expired to be deleted; Taxes sorts by name, rate or use; Categories and Tags keep their kinds in the left nav with the pills beside the list, sort by name or use (and in order for the ordered category kinds), and page in PHP; dragging categories into order and Move up and Move down work on every page (reorder_categories takes offset); bulk actions move to the right of the search row; descriptions wrap so rows and their menus fit on a phone; the help lines above the lists are dropped, with a category kind's purpose on its nav link; apiKeyRows() removed as unused; category and tag redirects use show=archived; changelog updated

2026-10-18 02:26:56 -04:00

update.php

Implemented Check for updates which removs the last shell exec from web ui, and reimplemented db_update switch to update_cli.php

2026-08-26 23:38:23 -04:00

users.php

Empty states: one shared empty state on every list page, drawn by includes/inc_empty_state.php from each page's $empty_state through the new emptyStateHtml() in functions/format.php - a grey round tile with the list's icon, a title, a line on what goes there and the page's own New and Import buttons when nothing has been added, No X match with a Clear filters button that keeps the client, archived and the current tab when a search or filters leave nothing, Nothing in {tab} with the tab's description for an empty pill and a tick for pills that flag trouble, and No archived X for an empty archive; pills count as views rather than filters; replaces the pages' own empty blocks so a filtered-to-nothing list no longer shows two messages; files, notifications and racks use it in their own layouts; adds emptyStateFiltered(), emptyStateClearUrl() and emptyStatePill() and the .itflow-empty-state styles; changelog updated

2026-10-17 00:47:32 -04:00

vendor_template.php

Vendor templates stage 4: add Reports > Vendor Templates showing per template the client vendors added in the period against the one before, clients with one, out of step and missing account numbers, coverage of the clients that should have it, and licenses, assets, cases and spend by permission, plus a by-client view of the vendors each should have and is missing, with CSV export, linked from the vendor templates list and template page

2026-10-20 11:23:09 -04:00

vendor_templates.php

Vendor templates stage 4: add Reports > Vendor Templates showing per template the client vendors added in the period against the one before, clients with one, out of step and missing account numbers, coverage of the clients that should have it, and licenses, assets, cases and spend by permission, plus a by-client view of the vendors each should have and is missing, with CSV export, linked from the vendor templates list and template page

2026-10-20 11:23:09 -04:00