itflow

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

2025-09-22 19:33:40 -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

includes

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

modals

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

post

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

ai_models.php

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

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

ai_providers.php

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

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

api_keys.php

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

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

app_logs.php

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

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

audit_logs.php

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

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

backup_download.php

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

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

backup.php

Replace copy buttons with hover over copy buttons

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

canned_responses.php

Canned responses 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

categories.php

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

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

contract_templates.php

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

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

cron.php

Add titles to icon-only buttons

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

custom_links.php

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

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

database_updates.php

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

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

debug.php

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

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

document_template.php

Add titles to icon-only buttons

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

document_templates.php

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

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

identity_providers.php

Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask

2026-08-14 17:08:40 -04:00

index.php

Moved admin_ to /admin, user_ to user report_ to /reports each have their own post includes modals directories created seperate headers and footer. Also did the same for xcustom, more work to me done

2025-07-28 13:32:28 -04:00

mail_preview.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

mail_queue.php

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

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

modules.php

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

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

oauth_microsoft_mail_callback.php

Normalize line endings to LF; add .gitattributes and .editorconfig

2026-07-28 17:45:52 -04:00

payment_methods.php

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

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

payment_providers.php

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

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

post.php

Fix AI

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

project_template.php

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

project_templates.php

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

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

roles.php

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

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

saved_payment_methods.php

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

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

settings_client_portal.php

Client portal stage 4: accounts - Your account rebuilt with details and an ask-us link, phone numbers, ticket email choices, password change needing the current password and 8 characters with an email notice, two-step sign-in with an authenticator app set up from a QR code, remembered browsers with Forget them, phone PIN and recent sign-ins with the device; activity rebuilt with signing-in and changes tabs and paging; sign-in asks portal users with two-step sign-in for a code, remembers the browser on request and locks an account after five wrong codes in ten minutes, matching portal users by contact_user_id; Admin > Client Portal can require two-step sign-in, sending anyone without it to set it up first, and agents can turn it off for a contact from the contact page; password links stored as SHA-256 and running out after an hour for Forgot password and a week for invites, the nightly run clearing only run-out links, Forgot password limited to one email per account every five minutes and ten requests per address in ten minutes, the reset page rebuilt with the password typed twice and a confirmation email, fixing the empty-token check that let anyone trigger the reset email; contacts choose every ticket email or replies and fixes only, and primary and technical contacts can hear about new tickets at their company or every update, honoured by agent, portal, email parser and recurring ticket emails; announcements for every client or one with tone and start and end dates on the portal home page, managed in Admin > Client Portal; View as contact opens the portal read only as a contact from the agent contact page, audited, with billing shown only when the agent's role reads sales and financial, nothing written or paid while viewing; agent contact page shows two-step status, last sign-in and ticket email choices; database 3.1.0 adds portal_announcements, contact ticket email columns and config_client_portal_require_mfa and hashes outstanding links; new functions/portal.php; changelog updated

2026-10-17 12:05:55 -04:00

settings_company.php

Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options

2026-10-13 12:41:29 -04:00

settings_custom_fields.php

Add titles to icon-only buttons

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

settings_default.php

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

settings_invoice.php

Categories stage 2: every form and Bulk Action window picks a category the same way through categoryPicker and categoryOptionsHtml, in the kind's order with each category's color, icon and description, keeping a record's archived category marked (archived) and a status, type or referral that isn't a category marked (not set up) so saving changes neither; the + beside a category picker is admins only and opens the category window stacked over the form, saving in the background as JSON, picking the new category and leaving the form as it was, with a taken name shown in the window, on every form that picks one including a ticket's quote and invoice, Unbilled Time, payment providers, canned responses, the mileage setting and the Bulk Action windows; stacked windows shade the one underneath; agent/post/category.php removed so the window posts to admin/post.php from any page; typed referrals go through categoryEnsure, taking an existing referral's spelling in any case, matching archived ones and no longer making an empty referral on client add, edit and import; fixes the + reloading the page and losing the form, the quote made from a ticket creating an expense category, and a stray < in the license template type picker; changelog updated

2026-10-17 20:41:26 -04:00

settings_localization.php

Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask

2026-08-14 17:08:40 -04:00

settings_mail.php

Emails stage 3: every email now goes through emailQueue and the shared layout - the client portal invite sends a link to set a password (or to sign in with Microsoft) instead of the password itself, offered on New Contact as well as Edit through portalMailInvite, with Forgot password, password changed and two-step sign-in emails through portalMailPasswordReset and portalMailAccountChange; shared link and code emails with the note quoted and the whole link printed under the button, replacing shareMailHtml and shareQueueMail; calendar invitations, updates and cancellations with when, repeats, where, the description and a join button; Email on the contacts and clients lists in the layout from one of the configured mailboxes with an optional greeting and send time, leaving out archived contacts and contacts without an address, each address once, nothing queued without mail set up, through emailBulkSend and emailBulkPost with a shared bulk_email_fields window; Admin > Mail > Previews shows all 52 emails built by their real senders on sample records inside a rolled-back transaction with emailQueue capturing and custom actions off, with computer and phone widths and Send me a copy; emailHtml gains content and button show_url, emailQueue gains queued_at and always so billing still queues as before, plus emailMailboxes and emailTestSend; ticketMailCreated, ticketMailReply, ticketMailWatchersAdded, ticketMailTaskApproval, ticketMailClosedReply, ticketSlaAlert and billingMailCardSaved moved into functions; fixes Email on the contacts list queuing mail to contacts with no address, the clients list including archived contacts, and both taking any From address posted; changelog updated

2026-10-17 23:26:25 -04:00

settings_module.php

Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5

2026-08-14 13:22:11 -04:00

settings_notification.php

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

settings_project.php

Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5

2026-08-14 13:22:11 -04:00

settings_quote.php

Initial migration from AdminLTE 3 to 4, bootstrap 4 to 5

2026-08-14 13:22:11 -04:00

settings_security.php

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

settings_telemetry.php

Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask

2026-08-14 17:08:40 -04:00

settings_theme.php

Review pass over the modernized sections: add icons in front of the fields that were missing them (project form, bulk due and manager, project export; service form, depends-on pickers, bulk edit, review, link tickets and export; calendar event and calendar forms; rack and rack item forms; project template name; location and vendor extension; ticket bulk reply, bulk resolve and edit reply time worked; license renew date; client bulk ticket subject; credential share link), show names with apostrophes and quotes correctly in contact, asset, client, tag, ticket template and vendor template save messages, reword unclear or inconsistent messages and hints (ticket close, reply added, task approvals, bulk contact and asset messages, user and profile hints, VLAN, certificate and vendor PIN hints, with no vendor / location / network), singular and plural in bulk modal titles, US spelling in visible text, make the hidden attribute win over display utilities so the empty credential strength meter stays hidden, wrap pagination on narrow screens, and remove the unused credentialLink, projectLink and linkCounts helpers

2026-10-15 22:20:25 -04:00

settings_ticket.php

Update Font, Migrated away from JQUERY dependent libs: toastr to bootstrap5 toasts, daterangepicker to flatpickr, select2 to Tom Select, InputMask to IMask

2026-08-14 17:08:40 -04:00

sla.php

Add titles to icon-only buttons

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

software_templates.php

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

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

starter_content.php

Ticket templates stage 4: export and import - Admin > Ticket Templates exports every current template, the ones picked or one from its page as a versioned JSON file with its tasks and the answers they are for, fill-ins, request form, category and tags (not its agent or its request form's clients), and imports one checked and made safe with categories and tags matched by name or made, an existing name left alone, added as well under a name of its own or replaced keeping its tickets, agent and request form switch and clients, and request forms always coming in turned off (functions/ticket_template_transfer.php with export_ticket_templates, export_ticket_template and import_ticket_templates); the MSP starter ticket templates are rebuilt in that format with typed fill-ins, category, priority, tags and due time, tasks for answers and request forms for Onboard a new employee, Someone is leaving, Ask for a new computer and Report a suspicious email, plus new Software Request and Access Change Request templates, loaded through the same import, with Update on Starter Content to bring templates added from the old pack up to date; new Ticket Templates report under Service Desk showing each template's tickets raised by agents, from the portal, by recurring tickets and by projects, resolved, open now, time to resolve, time logged and last use, with the unused ones listed; changelog updated

2026-10-18 01:39:40 -04:00

tags.php

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

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

tax_rates.php

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

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

ticket_statuses.php

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

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

ticket_template.php

Ticket templates stage 4: export and import - Admin > Ticket Templates exports every current template, the ones picked or one from its page as a versioned JSON file with its tasks and the answers they are for, fill-ins, request form, category and tags (not its agent or its request form's clients), and imports one checked and made safe with categories and tags matched by name or made, an existing name left alone, added as well under a name of its own or replaced keeping its tickets, agent and request form switch and clients, and request forms always coming in turned off (functions/ticket_template_transfer.php with export_ticket_templates, export_ticket_template and import_ticket_templates); the MSP starter ticket templates are rebuilt in that format with typed fill-ins, category, priority, tags and due time, tasks for answers and request forms for Onboard a new employee, Someone is leaving, Ask for a new computer and Report a suspicious email, plus new Software Request and Access Change Request templates, loaded through the same import, with Update on Starter Content to bring templates added from the old pack up to date; new Ticket Templates report under Service Desk showing each template's tickets raised by agents, from the portal, by recurring tickets and by projects, resolved, open now, time to resolve, time logged and last use, with the unused ones listed; changelog updated

2026-10-18 01:39:40 -04:00

ticket_templates.php

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

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

update.php

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

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

users.php

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

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

vendor_templates.php

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

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