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johnnyq bbb2456f0b 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

swap donate link for sponsor services link

2025-02-05 15:15:28 +00:00

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

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

Tickets modernization: list redesign with Open/Mine/Unassigned/Needs reply/Waiting/Overdue/Scheduled/Closed/All views, whose-move indicator, SLA and due badges, in-row status/priority/agent pickers, collapsible filters and phone layout; kanban board redesign with drag-to-resolve/reopen rules and dark mode; new ticket quick look modal; New Ticket modal with asset/contact prefill and already-open warning; Edit Ticket modal rework; recurring tickets list rework with pause/resume, raise now, plain-language schedules, next-run preview and bulk actions, cron skips paused and raises missed runs once; shared ticket tables on asset/contact/location/vendor/project pages; Also open card on ticket detail; portal waiting-on-your-reply status; merge limited to same client; closed tickets no longer editable from modals or API; consistent access checks across ticket modals, post handlers and ajax endpoints; new functions/ticket.php helpers; removed recurring_ticket_model.php; DB 2.8.5 adds recurring_ticket_paused_at and cleans orphaned recurring ticket rows

2026-10-15 15:29:10 -04:00

Tickets modernization: list redesign with Open/Mine/Unassigned/Needs reply/Waiting/Overdue/Scheduled/Closed/All views, whose-move indicator, SLA and due badges, in-row status/priority/agent pickers, collapsible filters and phone layout; kanban board redesign with drag-to-resolve/reopen rules and dark mode; new ticket quick look modal; New Ticket modal with asset/contact prefill and already-open warning; Edit Ticket modal rework; recurring tickets list rework with pause/resume, raise now, plain-language schedules, next-run preview and bulk actions, cron skips paused and raises missed runs once; shared ticket tables on asset/contact/location/vendor/project pages; Also open card on ticket detail; portal waiting-on-your-reply status; merge limited to same client; closed tickets no longer editable from modals or API; consistent access checks across ticket modals, post handlers and ajax endpoints; new functions/ticket.php helpers; removed recurring_ticket_model.php; DB 2.8.5 adds recurring_ticket_paused_at and cleans orphaned recurring ticket rows

2026-10-15 15:29:10 -04:00

Tickets modernization: list redesign with Open/Mine/Unassigned/Needs reply/Waiting/Overdue/Scheduled/Closed/All views, whose-move indicator, SLA and due badges, in-row status/priority/agent pickers, collapsible filters and phone layout; kanban board redesign with drag-to-resolve/reopen rules and dark mode; new ticket quick look modal; New Ticket modal with asset/contact prefill and already-open warning; Edit Ticket modal rework; recurring tickets list rework with pause/resume, raise now, plain-language schedules, next-run preview and bulk actions, cron skips paused and raises missed runs once; shared ticket tables on asset/contact/location/vendor/project pages; Also open card on ticket detail; portal waiting-on-your-reply status; merge limited to same client; closed tickets no longer editable from modals or API; consistent access checks across ticket modals, post handlers and ajax endpoints; new functions/ticket.php helpers; removed recurring_ticket_model.php; DB 2.8.5 adds recurring_ticket_paused_at and cleans orphaned recurring ticket rows

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

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

Credentials makeover: rebuilt credentials list with kind icons, username copy, password show/copy and live 2FA code buttons fetched on demand, where it opens, what it is for (asset, contact, vendors, licenses, services), password age pills and last used, filters for Starred, With 2FA, No 2FA, Not changed in 90 days and Shared with counts, search across notes, second link, tags, asset and contact, open straight to a credential with ?open=ID; new credential quick look with login, age, last viewed by, links with unlink, notes, open share links with turn off, and history; tabbed new/edit form with password generator (passphrase or random), strength meter, 2FA secret that accepts spaces or an otpauth:// link and shows the current code to check, copy buttons on both links, prefill from asset, contact or vendor; new Change password window that dates and logs the change; new Share window from anywhere (contact or email, 1 hour to 1 month, gone after opened once by default, link copied); same login controls on asset and contact pages and quick looks, vendor Logins tab, license page and quick look, service quick look, client overview favourites and search; credential pickers show icons and say when a credential moves from another asset or contact; client overview Passwords due for a change attention item and Active share links limited to live links; rotation report with selectable span, per client counts and oldest first; more export columns; demo data gets 2FA secrets, varied password ages and logins attached to their assets. Fixes passwords being blanked when the vault session had expired, other clients' assets, contacts and tags accepted on save, bulk star using the wrong permission, credential links to assets and contacts not checking the client, the edit or link permission, or which asset or contact an unlink was for, credentials left pointing at deleted assets and contacts, share links left open after a credential was deleted, import carrying values between rows and accepting any file type, 2FA secrets saved with spaces or lowercase giving no code, the service quick look listing credentials without credential access and repeating assets, an asset login with only a username being lost, and the API not dating new passwords. Adds functions/credential.php and js/credentials.js; removes credential_model.php and the old credential show password/OTP scripts. No DB change.

2026-10-14 23:33:29 -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

Credentials makeover: rebuilt credentials list with kind icons, username copy, password show/copy and live 2FA code buttons fetched on demand, where it opens, what it is for (asset, contact, vendors, licenses, services), password age pills and last used, filters for Starred, With 2FA, No 2FA, Not changed in 90 days and Shared with counts, search across notes, second link, tags, asset and contact, open straight to a credential with ?open=ID; new credential quick look with login, age, last viewed by, links with unlink, notes, open share links with turn off, and history; tabbed new/edit form with password generator (passphrase or random), strength meter, 2FA secret that accepts spaces or an otpauth:// link and shows the current code to check, copy buttons on both links, prefill from asset, contact or vendor; new Change password window that dates and logs the change; new Share window from anywhere (contact or email, 1 hour to 1 month, gone after opened once by default, link copied); same login controls on asset and contact pages and quick looks, vendor Logins tab, license page and quick look, service quick look, client overview favourites and search; credential pickers show icons and say when a credential moves from another asset or contact; client overview Passwords due for a change attention item and Active share links limited to live links; rotation report with selectable span, per client counts and oldest first; more export columns; demo data gets 2FA secrets, varied password ages and logins attached to their assets. Fixes passwords being blanked when the vault session had expired, other clients' assets, contacts and tags accepted on save, bulk star using the wrong permission, credential links to assets and contacts not checking the client, the edit or link permission, or which asset or contact an unlink was for, credentials left pointing at deleted assets and contacts, share links left open after a credential was deleted, import carrying values between rows and accepting any file type, 2FA secrets saved with spaces or lowercase giving no code, the service quick look listing credentials without credential access and repeating assets, an asset login with only a username being lost, and the API not dating new passwords. Adds functions/credential.php and js/credentials.js; removes credential_model.php and the old credential show password/OTP scripts. No DB change.

2026-10-14 23:33:29 -04:00

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

Credentials makeover: rebuilt credentials list with kind icons, username copy, password show/copy and live 2FA code buttons fetched on demand, where it opens, what it is for (asset, contact, vendors, licenses, services), password age pills and last used, filters for Starred, With 2FA, No 2FA, Not changed in 90 days and Shared with counts, search across notes, second link, tags, asset and contact, open straight to a credential with ?open=ID; new credential quick look with login, age, last viewed by, links with unlink, notes, open share links with turn off, and history; tabbed new/edit form with password generator (passphrase or random), strength meter, 2FA secret that accepts spaces or an otpauth:// link and shows the current code to check, copy buttons on both links, prefill from asset, contact or vendor; new Change password window that dates and logs the change; new Share window from anywhere (contact or email, 1 hour to 1 month, gone after opened once by default, link copied); same login controls on asset and contact pages and quick looks, vendor Logins tab, license page and quick look, service quick look, client overview favourites and search; credential pickers show icons and say when a credential moves from another asset or contact; client overview Passwords due for a change attention item and Active share links limited to live links; rotation report with selectable span, per client counts and oldest first; more export columns; demo data gets 2FA secrets, varied password ages and logins attached to their assets. Fixes passwords being blanked when the vault session had expired, other clients' assets, contacts and tags accepted on save, bulk star using the wrong permission, credential links to assets and contacts not checking the client, the edit or link permission, or which asset or contact an unlink was for, credentials left pointing at deleted assets and contacts, share links left open after a credential was deleted, import carrying values between rows and accepting any file type, 2FA secrets saved with spaces or lowercase giving no code, the service quick look listing credentials without credential access and repeating assets, an asset login with only a username being lost, and the API not dating new passwords. Adds functions/credential.php and js/credentials.js; removes credential_model.php and the old credential show password/OTP scripts. No DB change.

2026-10-14 23:33:29 -04:00

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

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

Enhance .htaccess rules

2026-08-03 17:51:04 +01:00

.editorconfig

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

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

.gitattributes

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

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

.gitignore

Enhance .htaccess rules

2026-08-03 17:51:04 +01:00

.htaccess

Enhance .htaccess rules

2026-08-03 17:51:04 +01:00

CHANGELOG.md

Update changelog

2026-10-01 15:13:36 -04:00

CODE_OF_CONDUCT.md

Update CODE_OF_CONDUCT.md

2024-09-20 23:32:05 +01:00

CONTRIBUTING.md

rm mention of GH Issues

2026-09-01 11:07:36 +00:00

db.sql

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

favicon.ico

Add Default Fav icon for now

2024-02-03 13:02:24 -05:00

functions.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

index.php

Fix to properly redirect to the setup page if config_enable_setup is not set or is 1

2025-10-06 14:19:49 -04:00

keepalive.php

Rotate session ID on login and fix client portal Entra SSO

2026-07-27 23:49:09 -04:00

LICENSE

Remove additonal 'how to use' info

2022-01-09 22:46:27 +00:00

login.php

Fix Light mode Initialization flash when in dark mode

2026-08-26 22:09:29 -04:00

README.md

Update readme

2026-08-12 15:20:48 +01:00

robots.txt

Initialized migrating modals into entity folders and modals out of ajax and start working on moving admin items to new admin directory

2025-07-27 21:24:14 -04:00

SECURITY.md

Bump security version

2026-09-01 11:15:27 +00:00

README.md

ITFlow

IT documentation, ticketing and accounting system for small MSPs.

View demo
Username: demo@demo.com | Password: demo

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

About

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

The Problem

You're a small but busy managed service provider with 101 things to do. Information about your clients is unorganised, unstructured and outdated.
For some work, you seem to spend longer looking for the relevant documentation than actually working on the issue/project.
MSP tools can be expensive, with recurring licensing costs adding up quickly.
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 (documentation, ticketing and billing) into one unified, free platform that you control.

Getting Started

Self Hosting

The best installation method is to use the install script on Ubuntu/Debian. See the video walk through.

  wget -O itflow_install.sh https://github.com/itflow-org/itflow-install-script/raw/main/itflow_install.sh
  bash itflow_install.sh

Other manual installation methods are available in the docs.

Managed Hosting

If you'd prefer, we can host ITFlow for you (coming soon).

Key Features

Client documentation - assets, contacts, domains, docs/files, passwords, tickets, and more
Billing - quotes, invoices and expenses, with Stripe integration for online payments
Alerting - domain and SSL expiry/renewals
Client Portal - self service quote, invoice, and ticket management for clients

Roadmap / Future to-do

We track the implementation of confirmed features and bugs via TaskFlow. Use the forum to suggest new features or report bugs.

Support & Contributions

Forum

For help using ITFlow, bugs, feature suggestions, and other general ideas or discussions, please use the community forum.

Contributing

We have temporarily paused PRs from the community.

Contributors

Supporters

We’re incredibly grateful to the organizations and individuals who sponsor the project - a big thank you to:

CompuMatter
F1 for HELP
digiBandit

License

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

Security

We've had a stable release of the project since Jan 2025.
Whilst we are confident in the safety of the code, no system is risk-free. Nearly all software has bugs. Use your best judgement before storing highly confidential information in ITFlow.
If you have a security concern, privately report it here.