johnnyq
81c80d8965
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
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2026-09-14 13:22:59 +00:00
Racks makeover: rack page with to-scale front/rear elevation (click an empty U to add), front/rear mounting and full/half depth, non-asset items (patch panel, cable management, shelf, PDU, UPS, KVM, blanking panel), item edit/move, U and power capacity with largest free gap, front/rear photos, U1 top/bottom numbering, print view, Not racked yet list, rack cards with mini elevation and usage, Racks under All Client Docs, rack position on asset views. Fixes model wiped on every rack save, archive denied for non-admins, item edits taking the rack from the form instead of the item, no bounds check on positions, orphaned rack items on asset delete/transfer and orphaned racks on client delete. DB 2.8.0
2026-10-14 15:14:11 -04:00
Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location
2026-10-14 22:06:41 -04:00
Vendors overhaul for daily MSP work: new vendor page built around calling them, with Call support (dials the extension), Email, Support site, a star, and a New menu (case/ticket with them, license from them, asset bought from them, portal login, document, upload, or expense and recurring expense for our own vendors), Support card (phone, hours, SLA, email, site), Account card (account number, PIN shown as dots with show and copy, account manager name, direct line and email), blur-to-save notes, an Also used by list of the agent's other clients with the same vendor by name or template, and tabs for Cases (open first, with their ticket number), Licenses (soonest renewal first), Assets (serial, order ref, warranty status), Domains (registrar, web host, DNS, mail), Services, Logins, Documents, Files and History; our own vendors show spend this year, last year and in all, recent expenses and recurring expenses; new vendor quick look; rebuilt vendors list with starred first, initials tiles coloured by vendor name, support line, hours and SLA, account number and PIN, chips for open cases, licenses, assets, domains, services and logins, an Ours / Clients' switch with an all-clients view in All Client Docs, wider search (account manager, emails, tags), tag filter and bulk Tags/Archive/Restore/Delete; shared tabbed vendor form (Details, Support, Account, Notes) with star, tags and start from template that fills every field; Add a Template to Clients to roll one vendor out to many clients, skipping those that have it; Admin Vendor Templates shows how many clients use each template and has Add to clients; vendor tags (tag type 6) with vendor tags in the Tags starter pack; ticket vendor block shows their ticket number, support line, hours, SLA, account number and PIN with copy buttons; vendor tiles in every vendor picker and quick look links across tickets, licenses, assets, domains, services and expense lists; search opens the vendor page; CSV export adds tags, open cases, account manager and PIN; logins, documents and files can be linked to a vendor and ones made from a vendor's page are linked to it; demo vendors get tags, a star and an account manager; database update 2.8.2 adds vendor_tags and vendor_contact_phone_country_code, vendor_contact_phone, vendor_contact_email (db.sql updated) and clears references to vendors that no longer exist; ticket vendor now validated against the ticket's client and removing a vendor from a ticket is logged as such; deleting a vendor from a template no longer unlinks every other vendor from that template; deleting a vendor clears it from assets, licenses, tickets and domains, and vendors with expenses, recurring expenses or payment provider fees are archived rather than deleted; vendor websites without a scheme open correctly; domain form vendor names escaped; new vendor templates keep the phone country code and pushing a template update with nothing ticked no longer errors; vendors API accepts the account manager fields; new functions/vendor.php (VENDOR_USES, vendorCan/vendorEnforce with client vendors on module_client and ours on module_financial, tile, link, website, PIN, form, tags, counts, delete check, reference clearing, also used by, spend, history), credential|vendor and file|vendor link relations, tag module_ours for our own vendors, handlers add_vendor_template_to_clients, favorite_vendor, unfavorite_vendor and ajax vendor_set_notes, vendor_model.php removed
2026-10-14 22:49:05 -04:00
Domains makeover: rebuilt domains list with expiry pills (red expired, amber close, blue close but auto-renewing), registrar and hosts shown once per vendor with their roles, SPF/DMARC/DKIM email pills, filters for Starred, Expiring in 45 days, Expired, No auto-renew and Email gaps with counts, registrar-or-host and tag filters, search across notes, hosts and tag names, safe column sorting, open straight to a domain with ?open=ID; new domain quick look with expiry, auto-renew, registration date and status, who registers it and hosts DNS, website and email, A/NS/MX records to copy, plain-language email checks (SPF strictness and duplicates, DMARC policy, DKIM at common selectors), certificates, services, the registrar and host logins, notes, TXT records, raw WHOIS and history; tabbed add/edit form that tidies pasted addresses to the domain, checks the name as it is typed (saved as, subdomain, already on the client), auto-renew switch, star, tags, client and our own vendors as registrar and hosts, Registrar does it all; add several domains at once from a pasted list; bulk look up now, set registrar or host, tags, star and unstar; domain tags (tag type 7) with a starter pack; refresher looks up a batch of up to 50 a run, never-checked, stale and soon-to-expire first; expiry alerts skip archived domains and clients, mention auto-renew and open the domain; vendor Domains tab opens the quick look and adds a domain with that vendor as registrar, our vendors get a Client domains tab; service quick look, overview renewals and search open the domain; client portal shows days to expiry and auto-renew; more export columns and filters; demo data with auto-renew, varied DMARC and DKIM, WHOIS lines and campaign domains near expiry. Fixes lookups, edits, the refresher and API updates wiping expiry dates and records when a lookup came back empty, edits logged without a client and dropping a past expiry date, every edit running slow lookups, expiry alerts for archived domains, deleted domains left on services and certificates, bulk archive needing delete rights and list actions limited to admins, registrar and host pickers accepting another client's vendors and dropping our own on save, services linking other clients' domains, a new client's website domain not added when its expiry could not be found, the WHOIS summary cut at 254 characters, and API names, vendors and duplicates not checked. Adds functions/domain.php helpers, domain quick look and shared form, domain_check lookup; removes domain_model.php. DB 2.8.3
2026-10-15 00:09:09 -04:00
Certificates: Check now connects to the host and saves what it serves - issuer, issued and expiry dates, names covered, SHA-256 fingerprint and the PEM - with the result (OK, name mismatch, untrusted, expired or unreachable) and when it ran, and a check that reaches nothing keeps the certificate on file; New/Edit form split into tabs (Certificate, Paste or by hand, Notes) with a Check button that shows what the host serves before saving, the host tidied from a pasted web address, the name defaulting to the host, the domain picked from the host and limited to the client's own, and a PEM paste or issuer and expiry by hand for hosts ITFlow can't reach; new certificate quick look with the check result and what to do about it, names covered, fingerprint copy, PEM copy and .crt download, domain, services, notes and history; certificates list rebuilt with All/Starred/Expiring soon/Expired/Problems/Not checked pills, host and names covered, domain link, issuer filter, last check column, whitelisted sort, ?open= and bulk check/star/archive/restore/delete; short-lived (ACME) certificates only count as expiring soon inside 20 days and skip the 45-day alert; domain and service quick looks link certificates to their quick look (with New certificate from a domain), global search finds certificates by name, host, names covered or fingerprint, client overview gets a Certificate problems box and renewals open the certificate, dashboard links to Expiring soon, client portal shows expiry badges, export adds last check, names covered, fingerprint and more, documentation PDF adds host and last check; certificate refresher now checks hosts daily in a time-boxed batch, writes history and notifies when an OK certificate turns bad; nightly alerts skip archived certificates and open the certificate; API create uses the same form rules and checks the host; demo data adds firewall, remote access and RADIUS certificates with real check results. Fixes the delete audit log using an undefined name, the archive flash type, certificates linking to another client's domain, services linking to another client's certificates, PEM parsing assuming an issuer organisation, and the API create using an undefined variable. DB 2.8.4
2026-10-15 01:07:32 -04:00
2026-10-15 15:29:10 -04:00
Projects modernization: projects list with Active/Mine/Overdue/Due soon/Stalled/Over budget/Ready to close/Completed/Archived/All views, ticket and task progress bars, time logged against budget with unbilled hours, due badges, manager changed in place, manager/client/created filters, bulk set manager, set due date, complete, reopen, archive, restore and delete, CSV/PDF export; project page with header actions, attention banners, tickets/tasks/time/due stat cards, Tickets/Tasks/Activity tabs, scope, details and team with hours; project quick look; New/Edit Project with client contact, start date, budget hours and template that can assign its tickets to the manager; Add tickets by picking or by number; add a project template's tickets to an existing project; template ticket subjects fill in [Client], [Project], [Month], [Quarter] and [Year]; project templates admin rework with ordered ticket templates, multi-add, duplicate, archive and restore; projects on the ticket page, client overview, dashboard, calendar, global search and client actions menu; New Ticket offers internal projects; tickets only join a project of their own client or an internal one; completing a project is checked on the server and completed projects can be reopened; deleting a project keeps its tickets; deleting a client deletes its projects; bulk ticket creation limits project choices to matching clients; project template reordering limited to admins; new manager notifications; new functions/project.php; removed project_link_closed_ticket.php; DB 2.8.6 adds project_start, project_budget_hours, project_contact_id and a ticket_project_id index, and cleans up orphaned projects, ticket project links and template links
2026-10-15 16:35:00 -04:00
Services modernization: new services list with Needs attention, Review due, High importance, No review set, Starred and Archived views, dependency chips, in-place importance, bulk importance/category/review schedule, mark reviewed, star, archive/restore/delete and CSV/PDF export; new service page with service facts, backup and recovery, who to call (vendor and client contact details), auto-saving notes and tabs for the assets it runs on, logins, domains and certificates, documents, tickets and history; compact quick look; shared add/edit form with importance, category suggestions, a review schedule and dependency pickers on add; review modal with checklist and history note; attention flags for expiring or expired domains and certificates, certificate check problems, infrastructure out of warranty or out of action, and archived records still linked; Report a problem opens a prefilled ticket linked to the service, plus a service_tickets table, ticket page services list and link/unlink from both sides; services, domains and certificates added to the generic link system, legacy service link actions routed through it with same-client checks; services shown on the asset, contact and vendor pages, the asset/domain/certificate/credential quick looks, the document Linked card, the client overview (card, attention items, upcoming reviews), the dashboard, calendar, global search, client PDF pack and nightly review notifications; archived services left out of nav counts and lookups; services read endpoint in the API; demo data review schedules; database update 2.8.7 (archive and review columns, wider category and backup, link table dedupe with primary keys, service_domains foreign keys, service_tickets)
2026-10-15 17:32:09 -04:00
Calendar modernization: calendar page rebuilt to load only the dates on screen with show or hide toggles for each calendar and for built-in sources (scheduled tickets, project start and due dates, service reviews, recurring tickets, renewals, invoices due), a filter for one agent, quick looks on click, drag to reschedule tickets and events that do not repeat, and a To schedule panel for dragging open unscheduled tickets onto the calendar; events get a shared add/edit form with repeats every N days/weeks/months/years with an optional end date and single skipped occurrences, a client site, location or meeting link, agents, client contacts and guest emails as attendees, iCalendar invitations with updates and cancellations sent to invited attendees, an event quick look with map and join links, .ics download and resend; each agent gets a personal subscription link for their schedule (their own or the whole team, busy only option, respects role and client access, stops when the account is disabled) with setup help for Google, Outlook, Apple, Nextcloud and Thunderbird; shared calendar feeds and invites now publish timed events with TZID and VTIMEZONE so repeating events keep their time across DST, with INTERVAL, UNTIL and EXDATE support; managing calendars is limited to admins; ticket schedule logic moved into functions/ticket.php and shared with the calendar, the schedule dialog shows the assigned agent's day, and ticket visit calendar files are rebuilt without zapcal as one-hour published events; mail queue sends invitations and cancellations as a text/calendar part and other calendar files as invite.ics; dashboard schedule shows only events the agent is on or added, client overview Coming up and client sidebar count use upcoming events, sites and contacts get New event shortcuts, demo data uses repeating events and attendees; database update 2.8.8 adds event repeat interval, until, skip, sequence and created by, attendee user and invited at, user_calendar_feeds, and widens email_queue.email_cal_str to text
2026-10-15 19:17:17 -04:00
Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes
2026-10-15 20:33:28 -04:00
Rebuild guest sharing as Shared Links (functions/share.php, DB 2.9.0) with one Share window for credentials, documents and files plus secure notes and login requests that clients answer through an encrypted form and agents save to credentials, choices for expiry, view limit, a passphrase or a code emailed to the recipient with lockout after five wrong tries, optional 2FA codes, notify on open, email or copy or QR, the link secret kept after the # and only its hash stored, login, note and request payloads sealed with AES-256-GCM under a key derived from the secret and request keys held under the vault, a rebuilt guest page (guest/share.php, js/guest_share.js, guest/share_ajax.php) with click to reveal so link scanners cannot use up one-time links, copy buttons, rotating 2FA codes limited to the browser that opened it and a destroy button, POST-only file downloads confined to the client folder, a Shared Links page per client and under All Client Docs with open, sent back and ended filters, a quick look with access history by address and browser, turn off one, ticked or every open link for a client, secrets wiped when links end and ended links kept for 90 days, sharing policy under Admin Settings Security, old links still working until they expire, removal of share_modal.php, share_modal.js, credential_share.php, share_generate_link, get_share_totp_token and deactivate_shared_item, and an updated 26.11 changelog
2026-10-16 01:33:36 -04:00
Invoices, quotes and recurring invoices makeover stage 2: per user, per device and per license recurring lines that take their quantity from the client's contacts (all or tagged), devices (ticked types or tagged, lost/stolen/retired left out) or a license's seats (in use or bought), counted again for every invoice with an optional contract minimum, set from a Counted choice on the add row or the full Quantity from section in Edit Line with a live count, marked on each line and listed in a new Seats card with Update now when the client has changed, quarterly frequency alongside monthly and yearly counted as a third in MRR on the dashboard, client pages, client portal and reports, period words {month} {quarter} {year} {period} filled into scope, notes and lines, schedule card showing the period the next invoice covers, recurring_invoice_anchor_day so month-end schedules return to the 31st after a short month, nightly run and Invoice Now consolidated into recurringInvoiceGenerate() which claims the run so it is billed once, refreshes seat counts and takes taxes at current rates, nightly run now bills runs missed by up to 7 days, Invoice Now bills the next run early and moves the schedule on from that run instead of restarting from today, recurring email goes to non-archived primary and billing contacts once per address and stays a draft when outgoing mail is not set up. Fixes portal recurring card ignoring yearly-only clients and counting archived ones, edit recurring invoice resetting the billing day. Adds DB 2.9.1, recurring_invoice_sync and recurring_seat_count handlers, itflowBillingSeatForm(), and updates the 26.11 changelog
2026-10-16 13:09:59 -04:00
Invoices, quotes and recurring invoices makeover stage 3: Unbilled Time page under Billing and in each client's menu with a count, listing every client's billable resolved or closed tickets not yet invoiced with time logged, hours to bill, rate, amount and oldest waiting, invoicing many clients at once onto a new draft each or each one's newest draft, and per client reviewing each ticket's hours before billing onto a new or existing draft with a line per ticket or one for all, live totals, and Not billable to write tickets off, Billing Time settings under Admin Settings Invoice for rounding to 6, 12, 15 or 30 minutes or the hour, nearest or always up, a per-ticket minimum and the line name, defaulting to the nearest 15 minutes, rebuilt ticket Invoice window showing time by agent, hours to bill and the client or default rate with add-to-draft and an open ticket warning, Add Tickets on an invoice now adds lines for the tickets' time with an option to attach without lines, client overview, dashboard and Unbilled Work report linking to it and counting unbilled time the same way, ticket billing written to ticket history instead of an internal note, invoices from tickets and copies due on the client's terms including On Receipt. Fixes ticket invoice line placed near the top of existing invoices, a ticket billable twice from two windows, no rate when the client had none set, and no hours filled in for tickets with 100 hours or more. Adds DB 2.9.2, billingTimeInvoice() as the one billing path with ticket claiming, billingUnbilledSql() and related helpers, unbilled_invoice, unbilled_invoice_clients and unbilled_write_off handlers, js/unbilled_time.js, and updates the 26.11 changelog
2026-10-16 13:42:06 -04:00
Invoices, quotes and recurring invoices makeover stage 4: quote lines billed one time or each month, quarter or year with a Billed choice on the add-a-line row and in Edit Line, quotes grouped into One-time, Each month, Each quarter and Each year with a total for each on the page, PDF and client view, lines dragged within their own group, Start Billing on accepted quotes putting one-time lines on a draft invoice due on the client's terms and each recurring part on a new recurring invoice from a chosen date, emailed or left as drafts, or added to one of the client's recurring invoices of the same frequency, with an option to bill the first period on the invoice, an Invoiced as card on the quote linking every invoice and recurring invoice it became including ones it added lines to, From links back on invoices and recurring invoices, monthly amounts in the quotes list and its totals, search, client portal, quote email, Send and Copy windows, quotes export and client export, and Quotes Pipeline valuing quotes at up front plus a year of recurring lines. Fixes Make Invoice invoicing a quote twice or one never accepted, and its audit entry using the current quote prefix instead of the quote's own. Adds DB 2.9.3 with item_frequency, quote_monthly_amount, invoice_quote_id and recurring_invoice_quote_id, linking invoices to their quotes from history, quoteConvert() as the one invoicing path claiming the quote in a transaction, quoteLineGroups(), quoteAmountText() and quoteMadeFrom(), reportCsv() totals written as given, and updates the 26.11 changelog
2026-10-16 14:14:53 -04:00
Products makeover stage 1: products and services with cost and margin, the vendor they are bought from with its part number, internal notes and default billing of one time, monthly, quarterly or yearly per user or per device that fills in Billed on quotes and Counted on recurring invoices, a per-product Track stock switch so only tracked items move stock and refuse to be invoiced past the shelf while untracked ones are ordered as needed, rebuilt Products list with what catalog lines bring in each month on recurring, sales over 90 days with the top seller and stock value at cost, tabs for Services, Products, Recurring and Stocked, a vendor filter and part number search, a new product page with price, margin, 12 month sales, monthly recurring, stock with recent moves, recurring invoices, open quotes, invoices and history tabs, inline notes and Copy, one New and Edit window with live margin, rebuilt Add Stock, import by column heading with update by code for price lists, export with cost, margin, billing, vendor, part number and stock, agent-only margin on invoices, quotes and recurring invoices, a Products tab on our vendors' pages, search results opening the product page, billing defaults in the starter catalog and costs and vendors in the demo data. Fixes bulk Restore of archived products doing nothing, deleted products leaving stock behind, Add Stock recording zero units or a missing expense, and a backslash before an apostrophe in agent names in billing history. Adds DB 2.9.4 with product cost, vendor, part number, notes, frequency, seat source and track stock set for products with stock history plus product keys on line and stock tables, functions/products.php with productSave() as the one write path, productUsage() and billingMargin(), agent/product.php, a shared product_form.php, copy_product and product_set_notes handlers, removes product_model.php, and updates the 26.11 changelog
2026-10-16 15:23:05 -04:00
Products makeover stage 2: inventory ledger and alerts - every stock change recorded through productStockMove as received, sold, returned, counted or written off with unit cost, invoice or expense, note and agent, one Stock window to Receive, Count or Write off replacing Add Stock, a Stock tab on the product page with a running balance, Reorder at and Order per product with a To reorder tab, list and side nav badges, a dashboard Needs attention item and Low Stock notifications, a Count Stock page with live differences and a printable count sheet, an Inventory report with CSV exports, reorder columns and stock value in import and export, cancelling or deleting an invoice returns its stock from the net of its moves, copying an invoice or invoicing a quote carries the product link and is refused when tracked stock is short, recurring generated invoices link their products without moving stock, decimal stock quantities, database 2.9.5 with stock type, unit cost, invoice and user columns backfilled from existing notes, CHANGELOG updated
2026-10-16 15:48:29 -04:00
Products makeover stage 3: sold hardware becomes client assets - products take an asset type, make, model and warranty in months, invoices with hardware get a Hardware card showing how many units are on the client's assets with their serials, an Add to Assets window with a row per unit for name, serial and assigned contact (Enter between serials for barcode scanning), make, model and warranty from the product counted from the invoice date, status and location for all, linking an asset the client already has or leaving rows for later, assets made this way are bought on the invoice date with its number as the order reference and link back to the invoice and product, a Client asset card and Assets tab on the product page, a Hardware tab and asset type on the products list, a dashboard Needs attention item for hardware sold in the last 90 days not yet on assets linking to a new invoices hardware filter, serials on the packing slip, asset type, make, model and warranty in product import and export, starter and demo hardware seeded with asset types, deleting a line or invoice unlinks its assets without removing them, database 2.9.6 with product asset columns and asset product, invoice and line links, CHANGELOG updated
2026-10-16 16:13:36 -04:00
Products makeover stage 4: price changes reach recurring invoices, drafts and quotes - every change to a product's price or cost kept with its source (edited, imported or from received stock) and who made it, on a Prices tab with the last change on the Pricing card, lines on recurring invoices, draft invoices and draft quotes still at an old price flagged on the product page, the Products page, each document and the dashboard Needs attention with what updating them adds a month, a new Update Prices page by product, client or document that picks lines at an old price, marks prices the product never had as their own and leaves them unpicked with the last change applied as the suggestion, Catalog price and same percent fills, editable new prices and a running monthly total, sent invoices and quotes left alone, changed lines recalculated with their tax and document total and noted in each document's history, saving a new price or importing a price list says how many lines are behind, deleting a product removes its price history, database 2.9.7 with the product_prices table, CHANGELOG updated
2026-10-16 16:35:29 -04:00
Billing stage 5: payment reminders on a schedule set in Invoice Settings (days before, on and after the due date, then every N days until paid, with a client opt-out on the Billing tab and no reminder for autopay invoices until late), Send Reminder and next-reminder status on the invoice page, a message and PDF attachment in the invoice, quote and statement Send windows, a statement PDF with aging and an optional monthly statement run, a new look for invoice, quote, reminder, receipt, statement and team notice emails sent to primary and billing contacts, late fee added as a proper invoice line, fixes for the quote answered notice link and batch payment receipts, database 2.9.8 and changelog
2026-10-16 17:12:10 -04:00
Expenses stage 1: rebuilt expenses list with this month against the same days last month, year so far with monthly average, recurring cost a month and expenses without a receipt in the last 90 days along the top, pills for client, no receipt and refunds with counts, vendor, category, client, date, account and payment method filters and a total of what the filters leave, an expense quick look showing the receipt inline with attach from the window, who entered it, refunds against it and the stock it paid for, one shared form for New, Edit, Copy and Refund with icons on every field, payment method saved from the default in Settings, vendor picks filling in the category, account and method of the last expense with them, refunds linked to the expense they give back and starting at what has not come back, receipts replaced or removed in Edit and served through agent/expense_receipt.php after the Financial and client checks with uploads/expenses closed to the web, bulk set category, account, payment method or client in one window and a single bulk delete, export with the list filters plus paid by, receipt and entered by columns, expenses in global search with open on load, the vendor page, Transactions and product stock history opening the quick look and Client Profitability linking direct costs to the client's expenses, fixes for the dead bulk delete button, bulk set client ignoring client restrictions, the New Expense window opening without write access, unlink warnings on empty receipts and photo receipts downloading as pdf, functions/expenses.php shared by the list, windows, export and search, database 2.9.9 with expense_created_by backfilled from the audit log and expense_refund_of_id, CHANGELOG updated
2026-10-16 17:43:11 -04:00
Expenses stage 2: recurring expenses on a real schedule - monthly, quarterly or yearly on the day of the month they started on with the 31st falling back to a shorter month's last day, an optional end date for leases and financing after which they stop by themselves, the nightly run recording each one due today or missed by up to 7 nights dated the day it was due and telling the team about each with a link to it, one notice the day one falls too far behind in place of the nightly nag, Record Now dated today when early or the due date when late and safe to press twice, Move On to skip missed runs, Pause and Resume, a rebuilt list with cost a month, the next 30 days, running and need a look along the top, Active, Next 7 days, Late, Paused, Ended and All pills and vendor, category and client filters, a quick look with the schedule in words, the next dates, this year's total and the expenses it recorded, one New and Edit form that says the schedule as it is set and fills in from the vendor's last expense, recorded expenses carrying the payment method and reference and linked back with a filter and icon on the expenses list and a Recorded by line in their quick look, the dashboard figure, cash flow forecast and expense, recurring revenue and spend by vendor reports counting quarterly ones and end dates, the vendor page opening the quick look, demo data standing costs on their own days with insurance quarterly and linked to their history, fixes for edits moving the next date, new monthly ones starting in the picked month, recorded expenses losing the payment method, no way to pause and the list's date filter using the creation date, delete now needing full financial access, database 3.0.0 with frequency as month, quarter or year, anchor day and end date, the old day and month columns dropped and expense_recurring_expense_id backfilled, CHANGELOG updated
2026-10-16 18:02:00 -04:00
Expenses stage 3: billable expenses and pass-through costs - mark an expense for a client billable with a markup (default in Admin > Settings > Invoice), expenses to bill sit beside the time in Unbilled Time and go on a new or draft invoice with the tickets as a line each at a price that can be changed, the invoice gets an Expenses card with cost against billed and the margin plus an Add Expenses window, taking one off or deleting its line or invoice makes it to bill again (paid invoices keep it, cancelled ones keep the line), the quick look and list link billed expenses to their invoice with To bill and Billed pills and Bulk Set Billable, recurring expenses can be billed on each time or covered by one of the client's recurring invoices with a Costs card showing the monthly margin, expenses to bill counted in the menu, dashboard and client overview, export Billing and Billed On columns, demo data with recent client expenses to bill, database 3.0.1
2026-10-16 18:36:43 -04:00
Expenses stage 4: getting expenses in - Import Statement from the expenses menu brings a card or bank CSV in as expenses, reading lines before the header, commas, semicolons or tabs, Windows text and amounts like (12.00), 12.00 CR or 1.234,56, guessing the date and its format, description, memo, amount or money out and in columns, sign and reference and remembering them per account so the next statement goes straight to the review, matching each line to a vendor from what was picked for that merchant last time or a vendor name in the text (shortened names too) with its last category, suggesting a new vendor named from the line when nothing matches, locking lines imported before so a statement never comes in twice, leaving out lines that look entered by hand within 4 days and linking them, leaving out money in unless ticked, filling in the same merchant's other lines, bulk category and client and billing on, making new vendors once and opening the account's expenses for those dates, with remembered merchants to see or forget; paid personally expenses with who paid them that count as spent on their date but move no balance until paid back, a To reimburse pill with what each agent is owed, Reimburse paying back the ticked expenses from one account on one date as a Reimbursement in Transactions with undo for full financial access, quick look, list, vendor page, bulk, export and dashboard showing who paid and whether they were paid back, database 3.0.2 with expense_import_key, expense_paid_by, expense_reimbursement_id, expense_import_rules, reimbursements and account_import_map, CHANGELOG updated
2026-10-16 19:12:03 -04:00
Trips modernized for MSP use: rebuilt trips list with stat cards, pills (mine, for a client, for a ticket, our own), driver/client/date filters, search across site and ticket, footer total, bulk Set Driver/Set Client/Delete and export with driver, round trip, one way, site, ticket and odometer columns; new trip quick look with route, Google Maps directions, driver, client, site and ticket links, odometer, logged by and trips to the site, with Edit, Copy, Return Trip and Delete; one shared form for New, Edit, Copy and Return Trip with client sites and tickets, site address as destination, ticket fills purpose and site, known routes fill miles, one way miles with round trip total and optional odometer readings; Log a trip and a Trips card on tickets, a Trips tab on locations, Mileage report rows open the trip and show site and ticket with Site and Ticket CSV columns; every agent can log and manage their own trips while others' trips need Financial write and deleting them Financial full; trips follow ticket merge, client move and ticket or location delete; new functions/trips.php and handlers rewritten around tripSave and tripDelete, trip_model.php removed; demo data links trips to sites and onsite tickets; database 3.0.3 adds trip_location_id, trip_ticket_id and trip_created_by with backfill, makes trip_miles decimal and renames trip_end_odmeter to trip_end_odometer; CHANGELOG updated
2026-10-16 19:48:32 -04:00
Trips stage 2: mileage money - Trips and Mileage in Admin > Settings > Invoice with miles or kilometers, the rate an agent is paid back for their own vehicle and the expense category it goes under, and what a trip bills a client as a trip charge, a rate a mile beyond the distance the charge covers and the invoice line name; the trip form has In their own vehicle starting as the driver's latest trip and Bill the client starting as the ticket is billable, each showing what it pays back or bills; the list gets To pay back and To bill pills, an owed card (Owed to you for agents without financial access), who is owed what and marks on each row; Pay Mileage pays one driver for the ticked trips at the usual or a past rate as a mileage expense per client paid personally by them under the mileage category to a Mileage vendor made on first use, paid back there and then from an account or later with Reimburse; Unbilled Time has Travel to bill beside the expenses at an editable price going on the client's invoice with their tickets and expenses, billing every client includes trips and Not billable writes them off; the invoice gets a Travel card with Add Trips and Take off Invoice, and deleting the line or invoice makes a trip to bill again; paid back and billed trips keep their distance, driver, vehicle, client and billable and can't be deleted, and deleting the mileage expense puts its trips back to pay; bulk Set Vehicle, Set Billable and Pay Mileage; the trip quick look shows what it pays back and bills and the mileage expense lists its trips; dashboard Trips to bill and Mileage to pay back, client overview Trips to bill and the Unbilled Time count include trips; export Vehicle, Paid Back and Billing columns; the Mileage report and dashboard chart follow the unit and the report rate starts at the mileage rate; demo data with recent trips in own vehicles and billable when trips bill; database 3.0.4 with trip_own_vehicle, trip_expense_id, trip_billable, trip_invoice_id, trip_invoice_item_id and the mileage and trip billing settings; CHANGELOG updated
2026-10-16 20:35:51 -04:00
Income modernized for MSP use: rebuilt Income list with cards for this month against the same days of last month, the year so far with a monthly average, recurring per month from running recurring invoices and still owed on invoices with the late part, pills for invoice payments, other income, paid online and no category, client/category/date filters with account and payment method under More filters, search by amount, reference and invoice number, footer total, sort whitelist and ?open=; new payment quick look with the invoice, paid in all and still owed, the other payments on it, online fee when recorded, Open Invoice, Email Receipt, Edit and Delete; new other income quick look with who entered it and what the client has paid in this year, with Edit, Copy and Delete; one New/Edit/Copy Other Income form with a client picker, an icon on every field, validation of every field and the currency taken from the account; other income now needs Financial write to add and change and Financial full to delete, payments keep their Sales and Financial rules; bulk Set Category (a payment's invoice takes it), Set Account, Set Payment Method, Set Client and Delete for other income, with payments left alone where they belong to their invoice; export with the list's filters plus Invoice and Paid Online columns; income counted the same everywhere through new functions/income.php, so uncategorised other income now counts on the dashboard, client overview, Income Summary, P&L, Income by Client and Client Profitability while transfers stay out; Income Summary and P&L No category rows and type links open the list, Transactions opens the quick looks, Accounts link to their transactions and income, search has an Income group; demo data adds quarterly rebates, interest and referral fees; income_model.php and the three old bulk modals removed; database 3.0.5 makes revenue_description text, adds revenue_created_by backfilled from the audit log and date keys on revenues and payments; CHANGELOG updated
2026-10-16 21:17:50 -04:00
Income Import Deposits: bring the money in on a bank statement in as payments on invoices, other income or transfers from the Income list's menu, reading the same CSV as the expense statement import with the columns kept on the account for both sides and a link from each side's review to the other without uploading again; each deposit is matched by an invoice number in its text or reference, the payer remembered from last time, a client's name in it, the only invoice or the oldest of one client's invoices owing the amount or everything one client owes together, a payment provider payout or a transfer from another account, and anything else as other income for a category and client; payments pay the client's oldest invoices first with one deposit paying several and a short one leaving the last part paid, picking a client ticks the invoices it pays and each line says what it pays off, two deposits on one invoice don't pay it twice and more than they owe blocks the import; deposits imported before are locked, ones matching a payment, other income, transfer or a day's payments entered by hand within 4 days are left out and linked when left out, and a payout into the payment provider's own account counts as recorded; every ticked deposit is checked before any is saved, invoices get their status and history, receipts can be emailed, the payment method is read from the text, and payments and other income say they came from a bank statement on their quick look; payments need write Sales access and client scope applies; remembered payers window with forget; the statement columns step moved to a shared include and the sign guess now reads deposit and charge words on the lines; new functions/income_import.php, agent/income_import.php, js/income_import.js and agent/post/income_import.php; database 3.0.6 adds payment_import_key, revenue_import_key and the income_import_rules table; CHANGELOG updated
2026-10-16 21:44:14 -04:00
Accounts and transactions: each account gets a kind (checking, savings, credit card, cash, payment processor, other) with its own icon, and a credit card's balance reads as owed on the accounts page, its ledger, the dashboard and every account picker; the accounts page has cards for what the accounts hold, what is owed on cards and money in and out this month against the same days of last month with transfers left out, and each row shows its description, defaults, kind, currency, balance with opening balance, this month's in and out and latest line, with Pay the Card or Transfer from it, Archive once empty, an Archived pill with Restore, and Delete only for an account never used; New Account and Edit share one form with an editable opening balance that is logged, the currency locked once money is on the account, and every field checked; Transactions is rebuilt as each account's ledger with an account switcher or every account, In and Out columns, the running balance for one account, pills for money in, money out and transfers, category, client, kind, method and amount filters, search, footer totals and an export taking the same filters with Account, Who or What, Client, In and Out columns; Transfers fold into the Transfers pill of Transactions with the menu link and old transfers.php links kept, New Transfer, Pay the Card and Edit share one checked form with a Swap button that keeps both sides in step and takes the from account's currency, a transfer into a card is a card payment, and a new transfer quick look has Edit and Delete; archive and delete rules are enforced in the handlers, editing a transfer no longer takes the expense and revenue ids from the form, transfer legs record who entered them, and one balance rule leaving out archived rows is used everywhere; new functions/accounts.php and agent/modals/transfer/transfer.php, account_form.php and transfer_form.php, transfer_model.php removed; database 3.0.7 sets each account's kind from its name; demo data adds a Business Visa paid off monthly from Operating Checking; CHANGELOG updated
2026-10-16 22:26:45 -04:00
Accounts Reconcile: reconcile an account against its bank or card statement from the account's menu on Accounts or Transactions - enter the statement's ending date and balance (what is owed, for a card) and notes, starting from where the last statement ended or the opening balance, with lines brought in from bank statements pre-ticked; tick what cleared with the cleared balance and difference updating as you go, each tick saved immediately so a statement can be finished later, pills for money in, money out, not ticked and ticked, search, tick and untick all shown, a bar keeping the difference and Finish in view, and Finish only once the difference is nothing; change the statement, discard it, or add a missing line with New Expense, New Income or New Transfer starting on the account; a history of reconciled statements with ending balance, lines cleared, money in and out and who reconciled it, with Undo on the latest putting it back in progress with its ticks; Transactions marks cleared lines linking to their statement, adds an Uncleared pill and a filter for one statement's lines, the export adds a Cleared column, and Accounts shows where each account is reconciled to; a cleared payment, other income, expense, transfer or reimbursement keeps its amount, date and account and can't be deleted until its statement is undone, which also blocks deleting its invoice or client (including through the API), refunding a cleared Stripe payment, bulk set account and bulk delete on cleared lines, and undoing a cleared reimbursement, with quick looks and edit windows showing where it cleared; the opening balance locks once an account has a reconciled statement and a ticked line moved to another account comes off its statement; reconciling needs write Financial access and undoing full access; new functions/reconcile.php, agent/reconcile.php, agent/post/reconcile.php and js/reconcile.js with ticking through agent/ajax.php; database 3.0.8 adds account_reconciliations and the reconciliation id on payments, revenues and expenses; demo data reconciles Operating Checking and the Business Visa monthly through last month; CHANGELOG updated
2026-10-16 23:12:22 -04:00
Accounts: let an account's first statement start from the bank's balance on a start date, bringing everything before it forward as reconciled and locked in an opening reconciliation, with a one-time Correct the opening balance for any gap with the bank, and Undo removing it and restoring the opening balance; add a deposit picker to new transfers out of a Cash account that lists the waiting payments and other income, fills the amount and notes from the ticked ones and links them so they are not offered again, shows the deposit on the transfer, payment and income quick looks, and releases the links when the transfer is deleted, moved to another account, or an item moves account; DB 3.0.9 adds reconciliation_opening, reconciliation_adjustment, payment_deposit_transfer_id and revenue_deposit_transfer_id; changelog updated
2026-10-17 00:11:25 -04:00
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
Taxes stage 1: Admin > Taxes rebuilt (renamed from Tax Rates) listing each rate with its whole percent, parts, description, registration number and usage (invoices, quotes, recurring invoices, products, clients), Current and Archived tabs showing what replaced a rate, Restore, Make default, and Delete only for a rate never used; rates made of parts (state and county, GST and QST) with parts charged on top of the ones above, the whole rate shown as typed, four decimal places and a registration number per rate or part printed with the company details on invoices, quotes and PDFs; changing the percent or parts of a rate on a sent invoice or quote makes a new rate of the same name and archives the old one, so billed lines keep the old rate while products, client rates, the default, recurring invoices and optionally drafts move to the new one, and archiving offers to move whatever still uses it; How lines are taxed settings for the default rate, taxing billed time, trips and expenses, and discounts taken off before tax (on by default, shared across lines by amount, paid, cancelled and answered documents never recalculated); clients get their own tax rate and tax exempt with certificate number and expiry on the Billing tab, new lines defaulting to the client's rate then the product's then the default and to no tax for exempt clients, exempt badge on the client header and overview, a warning with Take the tax off on open documents that still carry taxed lines for an exempt client, and Tax exempt with the certificate under the client on untaxed documents; totals, PDFs, guest and portal views show tax by part; Unbilled Time can bill at each client's usual rate and the ticket, Add Tickets, Add Expenses and Add Trips windows start on it; API client fields for rate and exemption and tax_id default on invoice item create; Tax Collected shows exact percents; demo taxes get parts and registration numbers, demo clients their rates and two nonprofits exemptions; database 3.1.1 makes tax_percent decimal(9,4) and adds tax description, registration and replaced-by, tax_components, client rate and exemption columns and the tax settings; new functions/tax.php and js/tax_form.js; changelog updated
2026-10-17 13:00:54 -04:00
Taxes stage 2: Tax Collected report rebuilt for filing with an Invoiced basis (each sent invoice in the month of its date) or Paid basis (each payment carrying its share of its invoice), tax by part of each rate with registration numbers so a state's and a county's parts count apart and parts named alike add up in one row, sales before tax and net of discounts split into taxable, exempt and non-taxable, tax paid on purchases by part and net tax collected less paid, exempt sales by client with certificate and expiry, quarterly or monthly with a chart and CSV export of the tax table or the exempt sales, archived payments left out; expenses and recurring expenses record the tax included in them with a rate worked out from the amount as typed or typed over from the receipt, a tax amount with no rate allowed, refunds giving their tax back, recurring expenses copying it to each expense recorded, vendor defaults filling it in, and the list and quick looks showing it; exports gain invoice subtotal, discount, tax and tax by part, quote and recurring invoice tax, expense before tax, tax and tax rate, and client tax rate and exemption columns; API adds a taxes read endpoint with each rate's parts, subtotal, tax, tax by part and registration numbers on invoice and quote reads, and each line's rate on invoice item reads; Admin > Taxes explains naming parts alike and links the report; demo data names Allegheny County's state part PA Sales Tax and taxes the company's own-use purchases; removes the unused getMonthlyTax and getQuarterlyTax; database 3.1.2 adds expense and recurring expense tax rate and amount; changelog updated
2026-10-17 13:27:53 -04:00
Tags stage 1: Admin > Tags rebuilt with the seven kinds in a side nav with counts, each tag shown as it looks with its description, how many records have it (and how many of those are archived) linking to the list filtered by it, and the recurring invoice lines that count by it, search by name or description, sort by name or most used, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete per tag and bulk merge, archive, restore and delete; new shared tag window with live preview, description, color swatches or any color or hex, searchable icon grid or any Font Awesome icon by name, and kind changeable only while unused; merge window that moves records onto the kept tag once each and repoints recurring seat lines; archiving now works, with archived tags kept on their records but left out of record forms, the tag picker and the list and export filters unless already chosen; tag names unique within their kind, though tags that already share a name can still be saved; delete refused while a recurring seat line counts by the tag; record forms let admins type a new tag inline, replacing the + admin window that reloaded the page and failed for non-admins, and every kind now saves through one tagSetForRecord that keeps only its own kind's tags, each once, fixing the error on a tag sent twice for clients, contacts and assets; typing an archived tag's name restores it, and the picker refuses putting an archived tag on more records; recurring line window keeps its tag once archived; pills pick dark or white text by luminance and carry the description; removes the legacy agent tag handler and tag_model files; database 3.1.3 adds tag_description and normalises stored tag colors to hex and icons to bare names; changelog updated
2026-10-17 13:59:13 -04:00
Tags stage 2: tags on five more record kinds (tickets, documents, [kind], [kind], [kind]) working like the other seven with tag pills and + picker on list, page and quick look, Tags field in New and Edit, list tag filter and tag-name search, Bulk Action Tags, export tag filter and Tags column; tickets list shows + only once a ticket has a tag, Tags under More filters with its own chip, board cards show tags, tag changes written to ticket history and merging moves non-archived tags; document tag filter in client Files and at top level across all folders excluding uploads, bulk Tags only tags ticked documents, cross-client document tags open a global search; global search matches tag names, shows the matching tag on each result and adds a Tags group; API tags read, update and create endpoints plus a tags list on every record read, per-kind permission checks and tag creation limited to admin keys; Tags starter pack and demo data cover the new kinds; changelog breaking change for tag-name matching in searches and upgrade note now 2.7.9 to 3.1.4; stage 1 tag test updated for twelve kinds
2026-10-17 15:17:14 -04:00
Categories stage 1: Admin > Categories rebuilt with the ten kinds in a side nav with counts and what each is for, each category shown as it looks on records (icon or dot in its color, asset statuses as their badge) with its description and what uses it linked to the filtered lists, search, sort by name, most used or order, Current and Archived tabs, Edit, Merge into, Archive, Restore and Delete only while unused, bulk merge, archive, restore and delete, drag or Move up and Move down ordering for the ordered kinds, names in use that are not categories listed with Add, one shared category window with live preview, color swatches or none and searchable icons or none, names unique per kind and held to their column length, renaming a kind kept by name carries the new name onto its records, merge moves every reference including budget months folded per month, payment provider fees and the mileage setting, all without touching record updated_at, database 3.1.5 normalizing category colors to #rrggbb and icons to fa-name, seed data in hex, new functions/categories.php, agent + window handler routed through the same validation, note-type icons fixed in pickers, Settings > Defaults payment methods read from Payment Methods, changelog updated
2026-10-17 15:22:59 -04:00
Roles stage 1: Admin > Roles rebuilt showing each role's access per module as level-colored pills or Admin - everything, its agents with a link to Users filtered by role, search, Current and Archived tabs, and Edit, Copy, Archive, Restore and Delete greyed out with the reason when blocked; one role window for New, Edit and Copy with an Admin switch and a None, Read, Modify or Full level per module, each level listing what it allows, Reports limited to None and Read, and a copy dropping the Built-in description prefix; hardcoded role 3 checks replaced by guards so admin can't be taken off your own role or the only admins' role, archive needs no active agents, delete needs no agents at all, and names are unique in any case with the description optional; Administrator role can now be opened and renamed; role names escaped in flash messages, fixing an XSS; audit log records what changed on a role; lookupUserPermission reads the role's levels once per request instead of one query per check; new functions/roles.php, shared role_form.php and js/role_form.js; database 3.1.6 removes orphaned and duplicate user_role_permissions rows, clamps levels to 3 and adds a primary key on role and module; changelog updated
2026-10-17 20:43:45 -04:00
Roles stage 3: roles and agents in the API and Admin > API Keys rebuilt; new api/v1/roles/read.php where an admin key reads every role with its level per module and agent count, archived on request, and any other key reads only its own user's role, and new api/v1/technicians/read.php listing agents with their role under Support at Read; API role refusals now say what the call needs and what the key's user has, naming the module, level and role, and technicians/time.php needs Read instead of Modify; Admin > API Keys shows each key's agent and role, what it can open and for which clients, whether it works (works until, expires in N days, expired, or won't work with the reason when its agent is disabled, archived, has no role or is missing) and when it was last used, with search by key or agent name; New and Edit windows show the picked agent's access as they are picked and offer only active agents, Create before ticking the copied box opens the Key tab, new keys default to a year and must end after today, and an expired key can be renamed and stay expired; handlers moved to functions/api_keys.php with validation, escaped messages and audit entries naming the agent and what an edit changed, fixing empty names on revoke, delete and bulk delete, a backslash shown for apostrophes in names, the bulk count of keys ticked rather than deleted, keys created already expired and expired keys that could not be renamed; database 3.1.7 adds api_keys.api_key_last_used_at, set at most once a minute in the configured timezone; changelog updated
2026-10-17 21:10:48 -04:00
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
Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated
2026-10-18 00:01:43 -04:00
Ticket templates stage 2: fill-ins - words in square brackets other than the ones filled in from the ticket, like [Employee Name] or [Start Date], are asked for when a ticket is raised from a template on New Ticket, once for all tickets in the New Tickets windows of the assets and clients lists, and once on a recurring ticket for every ticket it raises, then filled in wherever they appear in the subject, details and tasks and kept on the ticket in a Fill-ins card where a blank one can be answered later and goes in where it is still waiting, with each change in the ticket's history; on the template's page each fill-in can be made text, a date, a list of choices or yes or no, required, given help, renamed along with its text and tasks, added without being in the text, and dragged into order (migration 3.2.0 adds ticket_template_fill_ins, ticket_fill_ins and recurring_ticket_fill_ins, and task_templates.task_template_when_fill_in and task_template_when_value); a template's task can be for one answer only, dropping out of New Ticket as answers are given and kept when its answer is not given or no longer offered; project template tickets keep their fill-ins unanswered to answer on the ticket; addTasksFromTicketTemplate replaced by ticketTemplateAddTasks; fixes Add Task adding a row for every time the New Ticket or recurring ticket window had been opened, and Save doing nothing when a required field was empty on a tab that was not showing; changelog updated
2026-10-18 00:44:01 -04:00
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
Canned responses stage 1: Admin > Canned Responses on the standard list showing what each says, the ticket categories it is offered on, how often it has gone into a reply and when it last did, searched, filtered by where it is offered (a category or every ticket), sorted by name, use or last use, paged, with Active and Archived tabs; a response can be offered on several ticket categories or on every ticket (migration 3.2.2 moves canned_response_category_id into canned_response_categories, one whose category had been deleted staying on every ticket, and adds canned_response_uses); one shared add and edit window with the placeholders under the editor to click in where the cursor is; Copy, Archive and Restore alongside Delete; [Contact], [First Name], [Client], [Ticket], [Subject], [Ticket Link], [Asset], [Site], [Project], [Agent] (the agent replying), [Date], [Month], [Quarter] and [Year] filled in from the ticket as a response goes into a reply after the client access check, anything else in brackets left for the agent to fill in; the picker lists the ticket's own category first then every ticket's, and each reply records which responses went into it; Admin > Categories counts the canned responses on a ticket category, links to them and moves them on merge through link-table support in categoryKinds(); new functions/canned_response.php and js/canned_response_form.js; changelog updated
2026-10-18 11:53:51 -04:00
Canned responses stage 2: the picker above a reply box is a searchable list by name or what a response says, each with a line of it and what it sets up, Enter picking the first, and typing / in the reply box offers the same responses narrowed as you type; a response can set up the reply on a new Sets up tab - reply as an internal note, public note or email reply (a public note when there is nobody to email), the status after it and minutes added to the time worked (migration 3.2.3 adds canned_response_reply_type, canned_response_ticket_status and canned_response_minutes) - applied as it goes in with a line under the picker saying what was set, still changeable before sending, and shown on Admin > Canned Responses; sending a reply a response went into with something still in square brackets asks first, Fill them in selecting the first one to type over or Send anyway; Update & Reply on the tickets list gets the picker with the responses for the tickets' categories and every ticket, fills in [First Name], [Ticket], [Ticket Link] and the other placeholders for each ticket as it is sent, its email too, and counts a response picked into it as used on each; new agent/includes/inc_canned_response_picker.php and agent/js/canned_response_picker.js, the / menu from itflowCannedAutocompleter() in js/app.js, get_canned_response answering what a response sets up, cannedResponsePickerGroups() and cannedResponsePlaceholders() split from cannedResponseFill(); fixes clicking Send on a reply that didn't go clearing its time worked; changelog updated
2026-10-18 12:59:36 -04:00
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