Files
itflow/includes
johnnyq 755e488d6c Add and change lines on invoices, quotes and recurring invoices on the page itself, without a reload: the row of boxes under the lines is now one field - type a product and Enter takes the one picked out, adding it as a line with its description, price and tax, billed as the product usually is on a quote and counted per user or per device on a recurring invoice, or type anything and pick the Add row for a line of its own - and the new line opens with its quantity ready to type over, Enter moving on to a price it still needs and then back to the field; a line name, description, quantity, price and tax are changed where they sit, by a click or by Tab and Enter, saved on Enter or on leaving, put back by Escape, with the tax picked from the select picker and a counted quantity left to the Edit Line window; a quote line menu gains Billed, one time to yearly; agent/ajax.php gains billing_item_add and billing_item_set with the checks post.php billing_item_save makes, answering JSON, and functions/billing.php gains billingItemSetField, which replaces one value and hands the line to billingItemSave so stock, tax and totals follow as before, saves nothing when the value is the same, and gives the audit log what changed; js/billing_items.js is rewritten to send saves one at a time in order and then fetch the page again, taking from it the lines by id and every element marked data-billing-live - the totals and amount due in includes/billing_paper.php, the header card, tax warning and side column on the three pages - so nothing is drawn twice, a field in use is left alone, and a document no longer open for changes reloads; the paper carries the products as JSON and the tax options, and itflowBillingItems no longer takes products; js/autocomplete.js gains pickFirst and an extra row kept in view under the list, and opens above the field when the list does not fit below; getProductsForAutocomplete encodes with JSON_HEX_TAG and JSON_HEX_AMP; the guest and client portal pages are unchanged; add a 26.11.8 changelog section
2026-11-12 16:14:30 -05:00
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Add and change lines on invoices, quotes and recurring invoices on the page itself, without a reload: the row of boxes under the lines is now one field - type a product and Enter takes the one picked out, adding it as a line with its description, price and tax, billed as the product usually is on a quote and counted per user or per device on a recurring invoice, or type anything and pick the Add row for a line of its own - and the new line opens with its quantity ready to type over, Enter moving on to a price it still needs and then back to the field; a line name, description, quantity, price and tax are changed where they sit, by a click or by Tab and Enter, saved on Enter or on leaving, put back by Escape, with the tax picked from the select picker and a counted quantity left to the Edit Line window; a quote line menu gains Billed, one time to yearly; agent/ajax.php gains billing_item_add and billing_item_set with the checks post.php billing_item_save makes, answering JSON, and functions/billing.php gains billingItemSetField, which replaces one value and hands the line to billingItemSave so stock, tax and totals follow as before, saves nothing when the value is the same, and gives the audit log what changed; js/billing_items.js is rewritten to send saves one at a time in order and then fetch the page again, taking from it the lines by id and every element marked data-billing-live - the totals and amount due in includes/billing_paper.php, the header card, tax warning and side column on the three pages - so nothing is drawn twice, a field in use is left alone, and a document no longer open for changes reloads; the paper carries the products as JSON and the tax options, and itflowBillingItems no longer takes products; js/autocomplete.js gains pickFirst and an extra row kept in view under the list, and opens above the field when the list does not fit below; getProductsForAutocomplete encodes with JSON_HEX_TAG and JSON_HEX_AMP; the guest and client portal pages are unchanged; add a 26.11.8 changelog section
2026-11-12 16:14:30 -05:00
Roles stage 4: the money on invoices goes by Financial with Sales at Read through billingMoneyCan and enforceBillingMoney, so taking payments one at a time, by saved card or as a batch, changing them and emailing receipts, reminders and statements need write access to Financial, and deleting or refunding a payment needs full access, with the old Sales rules for reminders, statements and receipts still accepted; invoice, invoice list, Income and payment quick looks offer only what the role can do, the reminder window offers only the reminder to a role that cannot send the invoice, a reminder for a draft or with nothing owed still needs Sales, and Income bulk Set Category on payments needs Sales as it changes the invoice; database 3.1.8 gives the built-in Accountant full access to Financial when it still has its shipped levels, and new installs seed it that way; calendar events for a client follow the role's Clients level through calendarEventCan, Read to see, Modify to add, change, move, skip or send, Full to delete or Modify for the agent who added it, events an agent is on always show, events with no client stay open to everyone, and the calendar, dashboard and calendar links leave out other agents' client events for roles without Clients, with New event, the client picker and dragging following the same rule; the API now sets PHP and MySQL to ITFlow's timezone so what it creates, API ticket SLA times and key expiry go by local time, and inc_set_timezone.php only writes the session when one is open and no longer leaves its result and row variables behind; changelog updated
2026-10-17 21:52:10 -04:00