johnnyq df668d83e6 Accounts Reconcile: reconcile an account against its bank or card statement from the account's menu on Accounts or Transactions - enter the statement's ending date and balance (what is owed, for a card) and notes, starting from where the last statement ended or the opening balance, with lines brought in from bank statements pre-ticked; tick what cleared with the cleared balance and difference updating as you go, each tick saved immediately so a statement can be finished later, pills for money in, money out, not ticked and ticked, search, tick and untick all shown, a bar keeping the difference and Finish in view, and Finish only once the difference is nothing; change the statement, discard it, or add a missing line with New Expense, New Income or New Transfer starting on the account; a history of reconciled statements with ending balance, lines cleared, money in and out and who reconciled it, with Undo on the latest putting it back in progress with its ticks; Transactions marks cleared lines linking to their statement, adds an Uncleared pill and a filter for one statement's lines, the export adds a Cleared column, and Accounts shows where each account is reconciled to; a cleared payment, other income, expense, transfer or reimbursement keeps its amount, date and account and can't be deleted until its statement is undone, which also blocks deleting its invoice or client (including through the API), refunding a cleared Stripe payment, bulk set account and bulk delete on cleared lines, and undoing a cleared reimbursement, with quick looks and edit windows showing where it cleared; the opening balance locks once an account has a reconciled statement and a ticked line moved to another account comes off its statement; reconciling needs write Financial access and undoing full access; new functions/reconcile.php, agent/reconcile.php, agent/post/reconcile.php and js/reconcile.js with ticking through agent/ajax.php; database 3.0.8 adds account_reconciliations and the reconciliation id on payments, revenues and expenses; demo data reconciles Operating Checking and the Business Visa monthly through last month; CHANGELOG updated

2026-10-16 23:12:22 -04:00

..

ai_models.php

Fix AI

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

ai_provider.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

api_keys.php

Add user-based RBAC for API keys

2026-07-25 16:50:58 -04:00

backup.php

Remove unused overdue invoice setting move master cron switch out of notificaiton and into cron

2026-08-02 17:22:28 -04:00

canned_response.php

Feature: Add Ticket Canned Responses

2026-08-15 17:29:17 -04:00

category_model.php

Replace Function sanitizeInput() with just escapeSql() and update all instances throughout

2026-07-14 17:17:50 -04:00

category.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

contract_template.php

Reworked getFieldById to remove escaping and and reworked everything that uses the function to also escape, was causing double escaping in many places this standardizes the function

2026-08-01 15:33:48 -04:00

cron.php

Remove unused overdue invoice setting move master cron switch out of notificaiton and into cron

2026-08-02 17:22:28 -04:00

custom_field_model.php

Replace Function sanitizeInput() with just escapeSql() and update all instances throughout

2026-07-14 17:17:50 -04:00

custom_field.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

custom_link.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

demo_data_model.php

Accounts Reconcile: reconcile an account against its bank or card statement from the account's menu on Accounts or Transactions - enter the statement's ending date and balance (what is owed, for a card) and notes, starting from where the last statement ended or the opening balance, with lines brought in from bank statements pre-ticked; tick what cleared with the cleared balance and difference updating as you go, each tick saved immediately so a statement can be finished later, pills for money in, money out, not ticked and ticked, search, tick and untick all shown, a bar keeping the difference and Finish in view, and Finish only once the difference is nothing; change the statement, discard it, or add a missing line with New Expense, New Income or New Transfer starting on the account; a history of reconciled statements with ending balance, lines cleared, money in and out and who reconciled it, with Undo on the latest putting it back in progress with its ticks; Transactions marks cleared lines linking to their statement, adds an Uncleared pill and a filter for one statement's lines, the export adds a Cleared column, and Accounts shows where each account is reconciled to; a cleared payment, other income, expense, transfer or reimbursement keeps its amount, date and account and can't be deleted until its statement is undone, which also blocks deleting its invoice or client (including through the API), refunding a cleared Stripe payment, bulk set account and bulk delete on cleared lines, and undoing a cleared reimbursement, with quick looks and edit windows showing where it cleared; the opening balance locks once an account has a reconciled statement and a ticked line moved to another account comes off its statement; reconciling needs write Financial access and undoing full access; new functions/reconcile.php, agent/reconcile.php, agent/post/reconcile.php and js/reconcile.js with ticking through agent/ajax.php; database 3.0.8 adds account_reconciliations and the reconciliation id on payments, revenues and expenses; demo data reconciles Operating Checking and the Business Visa monthly through last month; CHANGELOG updated

2026-10-16 23:12:22 -04:00

document_template.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

identity_provider.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

mail_queue.php

Clear mail bodies after successful delivery

2026-07-28 00:18:07 -04:00

payment_method.php

Revert PAyment cleanInput too

2026-08-01 18:48:07 -04:00

payment_provider_model.php

Move payment provider post vars to a model to reduce repetition

2026-08-30 15:12:14 +01:00

payment_provider.php

Move payment provider post vars to a model to reduce repetition

2026-08-30 15:12:14 +01:00

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

roles.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

saved_payment_method.php

Fix approval Syntax

2026-08-31 17:52:44 -04:00

settings_ai.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

settings_company.php

Feature: Designate a client record as your organization currently only provdes a direct link when you click company name in top of the side nav

2026-08-15 20:36:56 -04:00

settings_default.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

settings_invoice.php

Trips stage 2: mileage money - Trips and Mileage in Admin > Settings > Invoice with miles or kilometers, the rate an agent is paid back for their own vehicle and the expense category it goes under, and what a trip bills a client as a trip charge, a rate a mile beyond the distance the charge covers and the invoice line name; the trip form has In their own vehicle starting as the driver's latest trip and Bill the client starting as the ticket is billable, each showing what it pays back or bills; the list gets To pay back and To bill pills, an owed card (Owed to you for agents without financial access), who is owed what and marks on each row; Pay Mileage pays one driver for the ticked trips at the usual or a past rate as a mileage expense per client paid personally by them under the mileage category to a Mileage vendor made on first use, paid back there and then from an account or later with Reimburse; Unbilled Time has Travel to bill beside the expenses at an editable price going on the client's invoice with their tickets and expenses, billing every client includes trips and Not billable writes them off; the invoice gets a Travel card with Add Trips and Take off Invoice, and deleting the line or invoice makes a trip to bill again; paid back and billed trips keep their distance, driver, vehicle, client and billable and can't be deleted, and deleting the mileage expense puts its trips back to pay; bulk Set Vehicle, Set Billable and Pay Mileage; the trip quick look shows what it pays back and bills and the mileage expense lists its trips; dashboard Trips to bill and Mileage to pay back, client overview Trips to bill and the Unbilled Time count include trips; export Vehicle, Paid Back and Billing columns; the Mileage report and dashboard chart follow the unit and the report rate starts at the mileage rate; demo data with recent trips in own vehicles and billable when trips bill; database 3.0.4 with trip_own_vehicle, trip_expense_id, trip_billable, trip_invoice_id, trip_invoice_item_id and the mileage and trip billing settings; CHANGELOG updated

2026-10-16 20:35:51 -04:00

settings_localization.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

settings_mail.php

Fix Mail settings tabs regression and user menu coloring

2026-08-15 12:29:39 -04:00

settings_module.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -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_online_payment_clients.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

settings_online_payment.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

settings_project.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

settings_quote.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -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

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

settings_theme.php

Fix remaing undefine vars for audits and flash messages

2026-08-03 15:40:44 -04:00

settings_ticket.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

sla.php

Add Holiday / Closure Days to SLA to pause SLA timer on defined days, also has a US Holiday Importer

2026-08-27 17:58:02 -04:00

software_template.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

starter_content_model.php

Products makeover stage 3: sold hardware becomes client assets - products take an asset type, make, model and warranty in months, invoices with hardware get a Hardware card showing how many units are on the client's assets with their serials, an Add to Assets window with a row per unit for name, serial and assigned contact (Enter between serials for barcode scanning), make, model and warranty from the product counted from the invoice date, status and location for all, linking an asset the client already has or leaving rows for later, assets made this way are bought on the invoice date with its number as the order reference and link back to the invoice and product, a Client asset card and Assets tab on the product page, a Hardware tab and asset type on the products list, a dashboard Needs attention item for hardware sold in the last 90 days not yet on assets linking to a new invoices hardware filter, serials on the packing slip, asset type, make, model and warranty in product import and export, starter and demo hardware seeded with asset types, deleting a line or invoice unlinks its assets without removing them, database 2.9.6 with product asset columns and asset product, invoice and line links, CHANGELOG updated

2026-10-16 16:13:36 -04:00

starter_content.php

Demo Data Take 6

2026-08-28 19:23:36 -04:00

tag_model.php

Replace Function sanitizeInput() with just escapeSql() and update all instances throughout

2026-07-14 17:17:50 -04:00

tag.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

tax.php

Updated validateCSRFToken to automatically grab and compare get or post csrf token no longer need to pass an argument to the function which fixed the issue if no hash was present

2026-07-24 13:40:37 -04:00

ticket_status.php

Ticket SLA: Fix on hold to pause only after first reply, show resolved closed and onhold as fixed on paused sla in the list

2026-08-15 19:55:40 -04:00

ticket_template.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

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

Modernize Administration > Users and the agent Account pages: new users list with Users/Admins/No MFA/Disabled/Archived views, role filter, status and MFA pills, remembered browsers, client access summary, last successful sign in with device and IP, seat badge, quick look modal, bulk role/require MFA/forget browsers/activate/disable, shared New/Edit user form with Details/Sign in/Client access tabs (icon prefixed inputs, picture preview, generated passwords, Only/Never client rules with search and set all), archive modal with ticket hand-over, restore requiring a new password, incident response limited to agents and forgetting remembered browsers, export role filter and MFA/last sign in/client access columns; Account pages reworked into Profile/Security/Preferences/Activity with current password required to change email, password or turn MFA off, inline SVG MFA QR code, remembered browser list with forget one/all, rows per page preference; adds functions/user.php shared helpers, validates email format and uniqueness, sets password hash and vault key from the exact typed password, purifies signatures, fixes Activity showing other agents' sign ins, removes dead user invite modal and user_model, and fixes the networks export link from All Clients with no filter

2026-10-15 21:29:40 -04:00

vendor_template.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