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cd52393138d2e44439cbe638c5bb13eec803c170
itflow
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admin
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johnnyq
cd52393138
Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page
2026-10-20 12:56:01 -04:00
..
custom
Update .gitignore and add custom directories to /admin /client /guest /user Example Documentation coming soon
2025-09-22 19:33:40 -04:00
database_updates
Mail queue stage 2: keep why each email failed or who cancelled it in the new email_queue.email_error column (database 3.3.7), written by the worker on every failure path and cleared on send or retry, show and search it on the list, include it in failure alerts and alert when the last retry gives up, and rebuild the email view with its status, reason, recipients, tries, times, attachments, calendar file, Retry now, Cancel and Delete, showing the message in a sandboxed frame
2026-10-20 11:34:57 -04:00
includes
Mail queue stage 3: show failed and stuck mail on the Settings overview and Mail tile, a mail queue summary on the Mail Tests tab and a failed-this-week count on the Mail Queue menu item, add Mail Queue to the Ctrl K search for admins, and say where to watch a test email go
2026-10-20 11:35:36 -04:00
modals
Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page
2026-10-20 12:56:01 -04:00
post
Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page
2026-10-20 12:56:01 -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
Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing
2026-10-19 00:56:52 -04:00
app_logs.php
Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log
2026-10-19 12:34:53 -04:00
audit_logs.php
Vendor templates stage 1: Admin > Vendor Templates rebuilt on the standard list with Active and Archived tabs, support line, hours and SLA, how many clients have a vendor from each, last used and changed by, sortable and searchable including by support line; new template page with what a vendor starts with, the clients with it and their account numbers, the license templates that use it, made and changed by, and history; shared New/Edit window on the vendor window's tabs with per-field push to the vendors made from it, each logged on the vendor; copy, archive, restore and delete with vendors and license templates unlinked on delete; Make a template from a client's vendor, linking the vendor to it, and the vendor page linking its template for admins; Delete offered to every admin role, not only the built-in Administrator; the admin handler no longer includes the agent vendor handler; database 3.3.4 adds vendor_template_created_by and vendor_template_updated_by, backfilled from the audit log
2026-10-19 12:34:53 -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 stages 3 and 4: agents keep canned responses of their own in Your account > Canned Responses (on the standard list with Yours and Shared tabs, how often they used each, change, copy, archive and delete their own, Copy to yours from a shared one), offered to them alone and first in the picker as Yours; Save your reply as a canned response at the foot of the picker opens the draft with the ticket's contact, first name, client, ticket number, subject, link and agent swapped back to placeholders (canned_response_unfill, text only, a one-word subject left alone), offered on the ticket's category with a switch to put it back as written, and saves it in JSON without leaving the ticket so the reply stays and the new one goes straight into the picker; Admin > Canned Responses gains an Agents' own tab showing whose each is with Share with everyone, copies made there are shared, and admins can share their own or tick Share when saving a reply; files go with a response (Files tab, up to ten of the ticket attachment kinds, kept in uploads/canned_responses/<id>/, streamed by agent/canned_response_file.php to those who may use it), shown as chips under the picker with an x to leave one off, copied onto the ticket with the reply and sent with its email on a ticket and in Update & Reply; migration 3.2.4 adds canned_response_user_id and canned_response_created_by and the canned_response_files table, existing responses staying shared; the response window moves to includes/canned_response_form.php for the admin and account windows; export and import (functions/canned_response_transfer.php) of one, some or every shared response as a versioned JSON file with categories by name, what it sets up, status by name and files as base64, importing as shared with categories matched or made and leave, add as well or replace (keeping use and archived state), everything made safe and refused files named; an MSP starter pack of 27 canned responses in Starter Content loaded through the same import, with Update for the ones already added, and the Update button now driven by the pack registry; new Canned Responses report under Service Desk by response and by agent, filtered by client and by the agent who used it, admins seeing every agent's own; changelog updated
2026-10-18 15:36:00 -04:00
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
Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages
2026-10-19 00:13:28 -04:00
document_templates.php
Document templates stage 4, export, import, starter pack and report: Admin > Document Templates gets a menu beside New with Import, Export, the report and the starter pack, and each template page gets an Export link; the file carries each template's summary, its text with images embedded, its fill-ins and review interval, leaving who should have one to each install; importing a template already there by name can leave it, add the file's copy alongside or replace it (keeping its documents and who should have one), new ones come in required of no one, content goes through the HTML purifier, and images that only point at the other install's uploads are left out with the message saying how many; the MSP starter pack is rebuilt as 14 templates (Asset Inventory and Vendors and Escalation new) that fill in from the client, pull in its sites, networks, equipment, servers, domains, licenses, vendors and contacts as tables, ask for the rest with typed fill-ins, set 6 or 12 month reviews on the ones that go stale, and are required of no one out of the box; Update on Starter Content now covers document templates, bringing older starter templates up to the new versions while keeping their documents and who should have one; new Document Templates report under Clients & Documentation by template (documents made in the period against the period before, current documents, clients with one, coverage of the clients it is required of, documents due a review) and by client (what each should have, has and is missing, and documents due), filtered by client or by the agent who made them, each table exportable as CSV, and client-restricted users seeing only their clients; no database change; changelog updated
2026-10-18 19:50:42 -04:00
identity_providers.php
Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins
2026-10-20 11:30:27 -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
Mail queue stage 2: keep why each email failed or who cancelled it in the new email_queue.email_error column (database 3.3.7), written by the worker on every failure path and cleared on send or retry, show and search it on the list, include it in failure alerts and alert when the last retry gives up, and rebuild the email view with its status, reason, recipients, tries, times, attachments, calendar file, Retry now, Cancel and Delete, showing the message in a sandboxed frame
2026-10-20 11:34:57 -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
Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page
2026-10-20 12:56:01 -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
Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages
2026-10-19 00:13:28 -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
Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins
2026-10-20 11:30:27 -04:00
settings_company.php
Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch
2026-10-20 11:29:24 -04:00
settings_default.php
Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors
2026-10-20 11:29:58 -04:00
settings_invoice.php
Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors
2026-10-20 11:29:58 -04:00
settings_localization.php
Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch
2026-10-20 11:29:24 -04:00
settings_logs.php
Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page
2026-10-20 12:56:01 -04:00
settings_mail.php
Settings stage 4: Mail's Sending, Receiving, OAuth and From addresses tabs moved into the settings frame with provider-driven fields, refusals shown beside each field on the same tab and changes logged from old to new; passwords, the OAuth client secret and refresh token are no longer written into the page and are saved exactly as typed; a changed OAuth app or refresh token clears the cached access token, the access token field is removed and Microsoft 365 requires the tenant ID; the Microsoft connect callback stores only the tokens instead of switching both Sending and Receiving to Microsoft 365; Enter saves on the OAuth tab and on Logs; From addresses that are not email addresses are refused and From names keep their punctuation; removed the broken custom fields page with its handler and modals, the unused AI and online payment settings handlers, and the client autopay page
2026-10-20 12:56:01 -04:00
settings_module.php
Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch
2026-10-20 11:29:24 -04:00
settings_notification.php
Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins
2026-10-20 11:30:27 -04:00
settings_project.php
Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors
2026-10-20 11:29:58 -04:00
settings_quote.php
Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors
2026-10-20 11:29:58 -04:00
settings_security.php
Settings stage 3: rebuild Notifications as plain sections with a mail-off warning, move Security, Client portal, Single sign-on, Mail and Logs onto the settings frame, refuse a required login key with none set and show the agent sign-in address as the key is typed, stop putting the Entra client secret into the page and keep it when left empty, point the recurring invoice drafts note at Notifications, and add matching settings to the Ctrl K search for admins
2026-10-20 11:30:27 -04:00
settings_telemetry.php
Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch
2026-10-20 11:29:24 -04:00
settings_theme.php
Settings stage 1: add a Settings overview with a tile and current summary for every page, attention items for problems and a Find a setting search that opens the setting highlighted, add a shared settings frame with described sections, a save bar with unsaved state and Undo, a leave-page warning, server-side validation that keeps typed values and audit entries listing each change from old to new, and move Company details, Localization, Theme, Modules and Telemetry onto it with logo and favicon previews, the company phone following the country, a localization sample, a live theme preview, white-label key checks and Telemetry as a single switch
2026-10-20 11:29:24 -04:00
settings_ticket.php
Settings stage 2: move Tickets, Projects, Quotes, Invoices and billing and Defaults onto the settings frame with sections and live next-number previews that refuse a number already in use, validate email addresses instead of blanking them, check the ticket close time and stop its PHP warnings, warn when late fees are on but reminders are off, limit the start page to real ITFlow pages and escape it where shown, keep archived default accounts, rename the Defaults fields to their columns, and keep the reminder, billing time, expense and mileage anchors
2026-10-20 11:29:58 -04:00
settings.php
Mail queue stage 3: show failed and stuck mail on the Settings overview and Mail tile, a mail queue summary on the Mail Tests tab and a failed-this-week count on the Mail Queue menu item, add Mail Queue to the Ctrl K search for admins, and say where to watch a test email go
2026-10-20 11:35:36 -04:00
sign_ins.php
Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing
2026-10-19 00:56:52 -04:00
sla.php
Add titles to icon-only buttons
2026-10-08 17:12:21 -04:00
software_template.php
Audit logs stage 3: failed sign-ins say why and are logged against the account they were for - wrong password, no account with that email, disabled, archived or invited account, client archived, portal turned off, a wrong MFA or two-step code after the right password - with failed Microsoft 365 portal sign-ins logged too and marked Their account in the audit log; the IP lockout counts portal failures as well; the first sign-in from an IP address is badged New IP in the audit lists and quick look; new Admin > Sign-ins under Access with People and IP addresses views, search, date filter, sortable columns and paging; admins get a notification and an email on a run of failed sign-ins or turned-away API calls from one address or against one account, set in Settings > Security (10 to start, 5, 20, 50 or never), each in the audit log Security view and in Mail > Previews; API calls counted per key, day and endpoint, with a 30-day calls column and last IP on API Keys and a usage window, expired-key calls logged against the key, and usage deleted with the key and after the log retention; database 3.3.2 drops the unused auth_logs table and adds settings.config_login_alert_failures and api_key_usage; new functions/sign_in.php, admin/sign_ins.php and admin/modals/api/api_key_usage.php; the license template page no longer warns when view is missing
2026-10-19 00:56:52 -04:00
software_templates.php
License templates stage 4: export license templates to a file (every current one, the ones picked including archived, or one from its page or row), carrying what a license starts with, the vendor template without account number, code or contact, and the product name, but not who should have it; import a file, skipping, copying or replacing templates already here by name, matching vendor templates by name or creating them from the file, matching current products by name without creating any, and on replace keeping licenses, who should have it and the template's own product unless the file's product is here; add a License Templates starter pack of 20 common MSP licenses with type, licensing, renewal term, notes and vendor, linked to the products of the same name once Products & Services is loaded, plus an Update that refreshes the ones already here; add Import, Export, the report and the starter pack to the New License Template menu; add a License Templates report by template and by client covering licenses made, seats in use against bought, renewals, coverage of the clients that should have one and, for Sales users, licenses billed and their monthly value, with CSV export
2026-10-18 21:42:31 -04:00
starter_content.php
Vendor templates stage 3: add a status page and support portal to vendors and vendor templates, linked from the vendor page, quick look, vendors list and its tickets and kept in step from the template, keep the account manager line and email on templates for new vendors only, add Export and Import of vendor templates with skip, add or replace for existing names and never account numbers or PINs, refresh the starter vendor templates with support sites, status pages, portals and what support asks for plus an Update for ones added before, carry the status page and portal in license template files, the API and exports, stop making a support site with a non-http scheme a link, and database 3.3.6 adds the new vendor and vendor template columns
2026-10-20 11:21:58 -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
Audit logs stage 2: record history and a client Audit Log for agents, scoped to their role; auditLogKinds() gives each kind the module that shows it, with new auditLogRoleSql() (everything for an admin, otherwise the kinds the role reads and never Denied), auditLogHistory(), auditLogHistoryUrl(), auditLogHistoryHtml(), auditLogHistoryCard() and auditLogHistorySection(); a History tab on contacts, assets, networks and projects, a History card on racks, documents and the ticket, project, document and license template pages, and a folded History on the file, expense, recurring expense and trip quick looks, each newest first with who, when and the IP for an admin, the latest 50 with how many more and a link to all of them; vendors, locations, licenses, services and products use the shared list, and vendorHistory(), locationHistory(), softwareHistory(), serviceHistory() and productHistory() are removed; new agent/audit_log.php in the client nav after Calendar, with search, who, type, action, one record by name, dates, sortable columns, paging and Changes, Deletions, Sign-ins and Data out views, plus the quick look and a link to Admin > Audit Logs for admins; the client overview's Recent activity is role-scoped and links there for everyone; Your account > Activity rebuilt as the same list over the agent's own entries; the document versions card is now called Versions; the admin audit log quick look links to itself absolutely so it opens from agent pages
2026-10-19 00:13:28 -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_template.php
Vendor templates stage 4: add Reports > Vendor Templates showing per template the client vendors added in the period against the one before, clients with one, out of step and missing account numbers, coverage of the clients that should have it, and licenses, assets, cases and spend by permission, plus a by-client view of the vendors each should have and is missing, with CSV export, linked from the vendor templates list and template page
2026-10-20 11:23:09 -04:00
vendor_templates.php
Vendor templates stage 4: add Reports > Vendor Templates showing per template the client vendors added in the period against the one before, clients with one, out of step and missing account numbers, coverage of the clients that should have it, and licenses, assets, cases and spend by permission, plus a by-client view of the vendors each should have and is missing, with CSV export, linked from the vendor templates list and template page
2026-10-20 11:23:09 -04:00