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johnnyq 9dfc7d35cc In the client overview allow the widget Expiring in Days to be Selectable with 7 30 and 90 Day Options 2024-09-06 15:39:00 -04:00
.github Update php-lint.yml - bump to 9.4.1 2024-08-10 12:21:43 +01:00
api/v1 Tweak credentials read api 2024-08-25 20:29:14 +01:00
css
dist
js UI/UX Updates to Ticket Details, Reduce the start, pause timer and reset button and use pause and play icons instead, use block buttons for Type of Response 2024-08-24 16:14:40 -04:00
plugins Bump TinyMCE from 7.1.1 to 7.3.0 2024-08-24 16:36:29 -04:00
portal Add ITFlow attribution to client portal (1/2) 2024-09-06 18:53:48 +01:00
post Feature: Custom Links on main side nav 2024-09-05 17:08:43 -04:00
uploads
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CODE_OF_CONDUCT.md
LICENSE
README.md
SECURITY.md
account_add_modal.php
account_edit_modal.php
accounts.php
admin_account_types.php
admin_account_types_add_modal.php
admin_account_types_edit_modal.php
admin_api.php
admin_api_key_add_modal.php Initial WIP: Allow decrypting logins/credentials via the API 2024-08-19 21:23:43 +01:00
admin_backup.php
admin_bulk_mail.php
admin_categories.php
admin_category_add_modal.php
admin_category_edit_modal.php
admin_custom_link_add_modal.php Feature: Custom Links on main side nav 2024-09-05 17:08:43 -04:00
admin_custom_link_edit_modal.php Feature: Custom Links on main side nav 2024-09-05 17:08:43 -04:00
admin_custom_links.php Feature: Custom Links on main side nav 2024-09-05 17:08:43 -04:00
admin_debug.php Debug - clarify database engine 2024-08-25 17:53:34 +01:00
admin_document_template_add_modal.php
admin_document_template_details.php
admin_document_template_edit_modal.php
admin_document_templates.php
admin_logs.php Removed Client Audit log, now located under Recent under client Overview can click View More to see the main audit log if your an admin also added client filter to the main audit log 2024-08-23 15:43:50 -04:00
admin_mail_queue.php
admin_mail_queue_message_view.php
admin_project_template_add_modal.php
admin_project_template_details.php
admin_project_template_edit_modal.php
admin_project_template_ticket_template_add_modal.php
admin_project_templates.php
admin_side_nav.php Feature: Custom Links on main side nav 2024-09-05 17:08:43 -04:00
admin_software_template_add_modal.php
admin_software_template_edit_modal.php
admin_software_templates.php
admin_tag_add_modal.php
admin_tag_edit_modal.php
admin_tags.php
admin_tax_add_modal.php
admin_tax_edit_modal.php
admin_taxes.php
admin_ticket_status_add_modal.php
admin_ticket_status_edit_modal.php
admin_ticket_statuses.php
admin_ticket_template_add_modal.php
admin_ticket_template_details.php
admin_ticket_template_edit_modal.php
admin_ticket_templates.php
admin_update.php Show name of branch you are on in admin update 2024-08-29 19:21:33 +01:00
admin_user_add_modal.php
admin_user_all_reset_password_modal.php
admin_user_archive_modal.php
admin_user_edit_modal.php
admin_user_export_modal.php
admin_user_invite_modal.php
admin_users.php
admin_vendor_template_add_modal.php
admin_vendor_template_edit_modal.php
admin_vendor_templates.php
ajax.php Update ajax.php - Assets > Asset logging 2024-08-10 12:17:31 +01:00
base32static.php
blank.php
budget.php Updated Budget UI to include card header and made a view only option for budget 2024-06-14 13:41:16 -04:00
budget_create_modal.php
budget_edit.php Updated Budget UI to include card header and made a view only option for budget 2024-06-14 13:41:16 -04:00
budget_edit_modal.php
calendar_add_modal.php
calendar_edit_modal.php
calendar_event_add_modal.php
calendar_event_edit_modal.php
calendar_events.php
check_login.php
client_add_modal.php
client_asset_add_modal.php Re-order asset purchase and install date fields to make more sense 2024-08-28 22:11:04 +01:00
client_asset_bulk_assign_contact_modal.php Fix Issue where if you edited first record that shared the same form input name like location then it would blank out the first record if edited this is fixed by adding bulk_ in front of the form Input names under the bulk modals not sure why this happens but this is the fix 2024-01-27 14:15:18 -05:00
client_asset_bulk_assign_location_modal.php
client_asset_bulk_edit_status_modal.php
client_asset_copy_modal.php Added Asset Photo and Asset Physical Location to the UI 2024-06-13 13:54:21 -04:00
client_asset_details.php Update client_asset_details.php 2024-07-01 12:01:35 -03:00
client_asset_documents_modal.php
client_asset_edit_modal.php Re-order asset purchase and install date fields to make more sense 2024-08-28 22:11:04 +01:00
client_asset_export_modal.php
client_asset_import_modal.php
client_asset_interface_add_modal.php
client_asset_interface_edit_modal.php
client_asset_transfer_modal.php Add move/transfer assets 2024-08-10 20:51:57 +01:00
client_assets.php Added purchase date, warranty expire to show addiitonal columns in client assets 2024-09-06 13:26:17 -04:00
client_certificate_add_modal.php
client_certificate_edit_modal.php
client_certificate_export_modal.php
client_certificates.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_contact_add_modal.php
client_contact_bulk_assign_location_modal.php
client_contact_bulk_assign_tags_modal.php
client_contact_bulk_edit_department_modal.php feat: Bulk Set Contact Department / Group 2024-01-31 13:53:25 -05:00
client_contact_bulk_edit_phone_modal.php
client_contact_bulk_edit_role_modal.php
client_contact_bulk_email_modal.php Fix Contact Bulk Actions, removed required fields from Bulk Mail since its all under 1 big form you cant have required fields 2024-08-27 12:05:45 -04:00
client_contact_details.php Added Asset Photo and Asset Physical Location to the UI 2024-06-13 13:54:21 -04:00
client_contact_edit_modal.php Updated the Shared items box UI/UX on Client overview 2024-08-23 17:29:03 -04:00
client_contact_export_modal.php
client_contact_import_modal.php
client_contact_invite_modal.php
client_contacts.php Show Additional Columns in Assets 2024-09-04 19:20:32 -04:00
client_delete_modal.php
client_document_add_file_relation_modal.php
client_document_add_from_template_modal.php
client_document_add_modal.php
client_document_bulk_move_modal.php
client_document_details.php
client_document_edit_modal.php
client_document_link_asset_modal.php
client_document_link_contact_modal.php
client_document_link_file_modal.php
client_document_link_software_modal.php
client_document_link_vendor_modal.php
client_document_move_modal.php
client_document_rename_modal.php
client_document_view_modal.php
client_documents.php Add Tooltips with expire time for shared links 2024-08-24 13:36:55 -04:00
client_domain_add_modal.php
client_domain_edit_modal.php
client_domain_export_modal.php
client_domains.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_download_pdf_modal.php
client_edit_modal.php Updated the Shared items box UI/UX on Client overview 2024-08-23 17:29:03 -04:00
client_events.php
client_export_modal.php
client_file_bulk_move_modal.php
client_file_delete_modal.php
client_file_link_asset_modal.php Client files bugfix 2024-07-31 22:06:17 +01:00
client_file_move_modal.php
client_file_rename_modal.php
client_file_upload_modal.php
client_file_view_modal.php
client_files.php Add Tooltips with expire time for shared links 2024-08-24 13:36:55 -04:00
client_import_modal.php Updated Client Export Fields, and added Client Import along with download client sample file 2024-07-05 15:31:01 -04:00
client_invoice_export_modal.php
client_invoices.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_location_add_modal.php
client_location_bulk_assign_tags_modal.php
client_location_edit_modal.php
client_location_export_modal.php
client_location_import_modal.php
client_locations.php Show Additional Columns in Assets 2024-09-04 19:20:32 -04:00
client_login_add_modal.php
client_login_edit_modal.php
client_login_export_modal.php
client_login_import_modal.php
client_logins.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_network_add_modal.php
client_network_edit_modal.php
client_network_export_modal.php
client_networks.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_overview.php In the client overview allow the widget Expiring in Days to be Selectable with 7 30 and 90 Day Options 2024-09-06 15:39:00 -04:00
client_payment_export_modal.php
client_payments.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_quote_export_modal.php
client_quotes.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_rack_add_modal.php Update client_rack_add_modal.php 2024-07-30 16:07:37 +01:00
client_rack_edit_modal.php Update client_rack_edit_modal.php 2024-08-08 05:35:22 +01:00
client_rack_unit_add_modal.php UI Cleanup Move the the from and to Unit to one row when adding a device 2024-06-16 12:08:59 -04:00
client_racks.php Client Racks UI Cleanup Move the Rack Data to a table instead of using dd and dl 2024-06-16 12:17:05 -04:00
client_recurring_export_modal.php
client_recurring_invoices.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_recurring_tickets.php
client_service_add_modal.php
client_service_edit_modal.php
client_service_view_modal.php Fix Client Services to include interfaces 2024-06-11 23:32:09 -04:00
client_services.php Fix Client Services to include interfaces 2024-06-11 23:32:09 -04:00
client_side_nav.php Show Red Badge Count next to client domains if Domain is expired or expires within 5 days 2024-08-27 20:40:12 -04:00
client_software.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_software_add_from_template_modal.php
client_software_add_modal.php Fix Invalid Var in Add License 2024-07-09 14:30:23 -04:00
client_software_edit_modal.php
client_software_export_modal.php
client_ticket_export_modal.php
client_tickets.php Hide the Export function when there are no records (locations, tickets, vendors) 2024-08-30 22:57:58 +01:00
client_trip_export_modal.php
client_trips.php Hide export function when module is empty 2024-09-04 08:52:08 +01:00
client_vendor_export_modal.php
client_vendors.php Hide the Export function when there are no records (locations, tickets, vendors) 2024-08-30 22:57:58 +01:00
clients.php client-id-tooltip 2024-07-12 10:42:24 -03:00
cron.php Initial implementation of whitelabelling 2024-09-05 10:31:18 +01:00
cron_certificate_refresher.php
cron_domain_refresher.php
cron_mail_queue.php
cron_ticket_email_parser.php Remove the HTML line breaks in error output as the console is text only 2024-08-19 16:33:19 -04:00
custom_field_create_modal.php
custom_field_edit_modal.php
dashboard.php Fix New client Link in Dashboard 2024-08-23 18:31:54 -04:00
database_updates.php DB Structure Update for Custom Links 2024-09-05 16:23:35 -04:00
database_version.php DB Structure Update for Custom Links 2024-09-05 16:23:35 -04:00
db.sql DB Structure Update for Custom Links 2024-09-05 16:23:35 -04:00
domains.php
expense_add_modal.php
expense_bulk_edit_account_modal.php
expense_bulk_edit_category_modal.php
expense_bulk_edit_client_modal.php
expense_copy_modal.php
expense_edit_modal.php
expense_export_modal.php
expense_refund_modal.php
expenses.php
favicon.ico Add Default Fav icon for now 2024-02-03 13:02:24 -05:00
folder_create_modal.php
folder_rename_modal.php
footer.php Remove old reference to js/header_timers.js as this file no longer exists 2024-07-31 21:46:15 +01:00
force_mfa.php
functions.php Initial implementation of whitelabelling 2024-09-05 10:44:50 +01:00
get_credential.php
get_settings.php Initial implementation of whitelabelling 2024-09-05 10:31:18 +01:00
global.css
global_search.php
guest_ajax.php
guest_download_file.php
guest_footer.php
guest_header.php
guest_pay_invoice_stripe.php Client Payment Gateway Fee is added as a line item if client pays fees is on and client chooses online pay this Fixes the negative invoice Balances when client pays fees is enabled 2024-02-03 17:44:48 -05:00
guest_post.php Ticketing updates - guest view & resolved vs closed 2024-08-17 23:24:15 +01:00
guest_view_invoice.php Do not show Outstanding Balance table if no outstanding invoices exist 2024-08-24 15:06:35 -04:00
guest_view_item.php
guest_view_quote.php
guest_view_ticket.php Ticketing updates - guest view & resolved vs closed 2024-08-17 23:42:39 +01:00
header.php
inc_alert_feedback.php
inc_all.php
inc_all_admin.php
inc_all_client.php Show Red Badge Count next to client domains if Domain is expired or expires within 5 days 2024-08-27 20:40:12 -04:00
inc_all_reports.php
inc_all_user.php
inc_client_top_head.php client-id-tooltip 2024-07-12 10:42:24 -03:00
inc_confirm_modal.php
inc_debug.php
inc_export_warning.php
inc_set_timezone.php
inc_wrapper.php
index.php
invoice.php
invoice_add_modal.php
invoice_add_ticket_modal.php
invoice_copy_modal.php
invoice_edit_modal.php
invoice_export_modal.php
invoice_note_modal.php
invoice_payment_add_bulk_modal.php
invoice_payment_add_modal.php
invoice_recurring_add_modal.php
invoices.php
item_edit_modal.php
keepalive.php
legacy_cron_ticket_email_parser.php Ticketing updates - guest view & resolved vs closed 2024-08-17 23:24:15 +01:00
login.php Initial implementation of whitelabelling 2024-09-05 10:31:18 +01:00
notifications.php
notifications_dismissed.php
pagination.php Update pagination.php 2024-09-04 18:03:39 -03:00
pagination_head.php
payments.php
post.php Added Client Network / Server Rack Documentation to the UI More to come 2024-06-13 17:06:09 -04:00
product_add_modal.php
product_bulk_edit_category_modal.php
product_edit_modal.php
product_export_modal.php
products.php
project_add_modal.php Bugfix: Client Access Permissions 2024-08-28 20:17:41 +01:00
project_details.php
project_edit_modal.php
project_ticket_add_modal.php
projects.php Bugfix: Client Access Permissions 2024-08-28 20:17:41 +01:00
quote.php
quote_add_modal.php
quote_copy_modal.php
quote_edit_modal.php
quote_note_modal.php
quote_to_invoice_modal.php
quotes.php
recurring_expense_create_modal.php
recurring_expense_edit_modal.php
recurring_expenses.php
recurring_invoice.php
recurring_invoice_add_modal.php
recurring_invoice_edit_modal.php
recurring_invoice_note_modal.php
recurring_invoices.php
recurring_ticket_add_modal.php Bugfix: Client Access Permissions 2024-08-28 20:17:41 +01:00
recurring_ticket_edit_modal.php Recurring tickets bugfix 2024-08-18 16:11:32 +01:00
recurring_tickets.php Bugfix: Client Access Permissions 2024-08-28 20:17:41 +01:00
report_assets.php Update All Assets Report to be more like client assets 2024-09-06 14:18:00 -04:00
report_balance_sheet.php
report_budget.php
report_clients_with_balance.php Fix collections report 2024-02-15 16:09:10 -06:00
report_collections.php
report_expense_by_vendor.php Update constructs to not have parenthesis. 2023-10-20 15:25:52 -05:00
report_expense_summary.php
report_income_by_client.php
report_income_summary.php Update constructs to not have parenthesis. 2023-10-20 15:25:52 -05:00
report_password_rotation.php
report_profit_loss.php
report_recurring_by_client.php
report_tax_summary.php
report_ticket_by_client.php Enhance tickets by client report 2024-09-03 21:49:52 +01:00
report_ticket_summary.php
report_tickets_unbilled.php Bugfix: Remove two role checks on unbilled ticket report that prevents any non-admins viewing it 2024-08-28 22:21:02 +01:00
reports_side_nav.php Update All Assets Report to be more like client assets 2024-09-06 14:18:00 -04:00
revenue_add_modal.php Fix error 404 on categories.php as it is now admin_categories.php 2024-02-23 20:52:34 +00:00
revenue_edit_modal.php
revenues.php
rfc6238.php
robots.txt First commit 2019-03-13 17:40:00 +00:00
settings_ai.php
settings_company.php
settings_custom_fields.php
settings_defaults.php
settings_integrations.php
settings_invoice.php
settings_localization.php
settings_localization_array.php
settings_mail.php
settings_maintenance.php
settings_modules.php Initial implementation of whitelabelling 2024-09-05 10:31:18 +01:00
settings_notifications.php Ticketing updates - guest view & resolved vs closed 2024-08-17 23:24:15 +01:00
settings_online_payment.php
settings_project.php
settings_quote.php
settings_security.php Add audit log cleanup/retention period to cron 2024-06-30 11:51:39 +01:00
settings_telemetry.php
settings_theme.php
settings_ticket.php Ticketing updates - guest view & resolved vs closed 2024-08-17 23:24:15 +01:00
setup.php Ticketing updates - guest view & resolved vs closed 2024-08-17 23:24:15 +01:00
share_modal.php
side_nav.php Feature: Custom Links on main side nav 2024-09-05 17:08:43 -04:00
task_edit_modal.php
temp_bulk_close_bugfix.php Bugfix: Bulk close should actually be bulk resolve 2024-08-19 21:45:03 +01:00
ticket.php Do not load most edit modals if ticket is closed. 2024-08-30 23:15:48 +01:00
ticket_add_from_template_modal.php Bugfix: Client Access Permissions 2024-08-28 20:17:41 +01:00
ticket_add_modal.php Bugfix: Client Access Permissions 2024-08-28 20:17:41 +01:00
ticket_add_watcher_modal.php
ticket_assign_modal.php
ticket_bulk_assign_modal.php
ticket_bulk_edit_priority_modal.php
ticket_bulk_merge_modal.php Temporary diabled Bulk Ticket Merge in the Main Ticket view as it was not allowing a tech to be assigned from that view 2024-08-25 22:49:54 -04:00
ticket_bulk_reply_modal.php Ticketing updates - guest view & resolved vs closed 2024-08-17 23:24:15 +01:00
ticket_bulk_resolve_modal.php Bugfix: Bulk close should actually be bulk resolve 2024-08-19 21:45:03 +01:00
ticket_change_client_modal.php
ticket_edit_asset_modal.php
ticket_edit_billable_modal.php
ticket_edit_contact_modal.php
ticket_edit_modal.php
ticket_edit_priority_modal.php
ticket_edit_schedule_modal.php
ticket_edit_vendor_modal.php
ticket_invoice_add_modal.php
ticket_merge_modal.php Add bulk merge ticket feature 2024-08-25 19:06:57 +01:00
ticket_reply_edit_modal.php
tickets.php Temporary diabled Bulk Ticket Merge in the Main Ticket view as it was not allowing a tech to be assigned from that view 2024-08-25 22:49:54 -04:00
top_nav.php Rounded out the top navbar notification count badge 2024-08-23 16:33:35 -04:00
top_nav_tickets_modal.php
transfer_add_modal.php
transfer_edit_modal.php
transfers.php
trip_add_modal.php
trip_copy_modal.php
trip_edit_modal.php
trip_export_modal.php
trips.php
user_activity.php
user_details.php
user_preferences.php
user_security.php
user_side_nav.php
vendor_add_from_template_modal.php
vendor_add_modal.php
vendor_edit_modal.php
vendors.php

README.md

Contributors Stargazers Issues Commits GPL License

ITFlow

IT documentation, ticketing and accounting system for small MSPs.

View demo
Username: demo@demo | Password: demo

About · Docs · Forum · Report Bug · Request Feature · Security

About

A comprehensive, free & open-source documentation, ticket management, and accounting platform.

ITFlow

The Problem

  • You're a busy MSP with 101 things to do.
  • Information about your clients is unorganised and unstructured: scattered in random tickets or folders - when you do eventually find it, it's out of date.
  • For some issues, you spend longer looking for the relevant documentation than actually working the ticket.
  • On top of the technical day to day, you also have to take care of the financial side of the business - consistent pricing, quotes/invoicing, and accounting.

The Solution: ITFlow

  • ITFlow consolidates common MSP needs (IT Documentation, ticketing and billing) into one system

In Beta

  • This project is in beta with many ongoing changes. Updates may unintentionally introduce bugs/security issues. Writing functional, secure code is very difficult.
  • Whilst we are confident the code is safe, nothing in life is 100% safe or risk-free. Use your best judgement before deciding to store highly confidential information in ITFlow.
  • We are hoping to have a stable 1.0 release by early 2024.

Built With

  • Backend / PHP libs

    • PHP
    • MariaDB
    • PHPMailer
    • HTML Purifier
    • PHP Mime Mail Parser
    • Zap Calendar
  • CSS

    • Bootstrap
    • AdminLTE
    • fontawesome
  • JS Libraries

    • chart.js
    • moments.js
    • jQuery
    • pdfmake
    • Select2
    • TinyMCE
    • FullCalendar.io

Getting Started

ITFlow is self-hosted. There is a full installation guide in the docs.

Requirements

  • Clean Install of Debian 12 or Ubuntu 22.04
  • A public IP Address
  • Ports 80 (HTTP) and 443 (HTTPS) TCP accessible from the outside in
  • A Fully Qualified Domain Name pointing to the public IP Address example itflow.example.com

Process

  • Login as root
  • Download & run install script
      wget -O itflow_install.sh https://github.com/itflow-org/itflow-install-script/raw/main/itflow_install.sh
      bash itflow_install.sh
    
  • Follow Instructions & navigate to setup URL shown
  • Leave us feedback in the forum

Key Features

  • Client documentation - assets, contacts, domains, docs, files, passwords, and more
  • Accounting / Billing - finance dashboard, quotes, invoices, accounting, expenses, etc
  • Client Portal - self service quote/invoice/ticket management for clients
  • Alerting - account balance, invoices, domain/SSL renewals
  • Completely free & open-source alternative to ITGlue and Hudu

Roadmap / Future to-do

  • Comprehensive API to allow custom third party integration
  • CalDAV to integrate with 3rd party calendars
  • CardDAV to integrate with 3rd party Address books
  • Recent caller toast alerts to click and bring up the clients account right away
  • FIDO2 WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)

See the forum and the open issues for a full list of proposed features & known issues.

Support & Contributions

Forum

For help using ITFlow, bugs, feature requests, and general ideas / discussions please use the community forum.

Contributing

If you want to improve ITFlow, feel free to fork the repo and create a pull request, but make sure to discuss significant changes or new features with fellow contributors on the forum first. This helps ensure that your contributions are aligned with project goals, and saves time for everyone. All contributions should follow our code standards.

Contributors

License

ITFlow is distributed "as is" under the GPL License, WITHOUT WARRANTY OF ANY KIND. See LICENSE for details.