itflow

asset_add.php

Vendors overhaul for daily MSP work: new vendor page built around calling them, with Call support (dials the extension), Email, Support site, a star, and a New menu (case/ticket with them, license from them, asset bought from them, portal login, document, upload, or expense and recurring expense for our own vendors), Support card (phone, hours, SLA, email, site), Account card (account number, PIN shown as dots with show and copy, account manager name, direct line and email), blur-to-save notes, an Also used by list of the agent's other clients with the same vendor by name or template, and tabs for Cases (open first, with their ticket number), Licenses (soonest renewal first), Assets (serial, order ref, warranty status), Domains (registrar, web host, DNS, mail), Services, Logins, Documents, Files and History; our own vendors show spend this year, last year and in all, recent expenses and recurring expenses; new vendor quick look; rebuilt vendors list with starred first, initials tiles coloured by vendor name, support line, hours and SLA, account number and PIN, chips for open cases, licenses, assets, domains, services and logins, an Ours / Clients' switch with an all-clients view in All Client Docs, wider search (account manager, emails, tags), tag filter and bulk Tags/Archive/Restore/Delete; shared tabbed vendor form (Details, Support, Account, Notes) with star, tags and start from template that fills every field; Add a Template to Clients to roll one vendor out to many clients, skipping those that have it; Admin Vendor Templates shows how many clients use each template and has Add to clients; vendor tags (tag type 6) with vendor tags in the Tags starter pack; ticket vendor block shows their ticket number, support line, hours, SLA, account number and PIN with copy buttons; vendor tiles in every vendor picker and quick look links across tickets, licenses, assets, domains, services and expense lists; search opens the vendor page; CSV export adds tags, open cases, account manager and PIN; logins, documents and files can be linked to a vendor and ones made from a vendor's page are linked to it; demo vendors get tags, a star and an account manager; database update 2.8.2 adds vendor_tags and vendor_contact_phone_country_code, vendor_contact_phone, vendor_contact_email (db.sql updated) and clears references to vendors that no longer exist; ticket vendor now validated against the ticket's client and removing a vendor from a ticket is logged as such; deleting a vendor from a template no longer unlinks every other vendor from that template; deleting a vendor clears it from assets, licenses, tickets and domains, and vendors with expenses, recurring expenses or payment provider fees are archived rather than deleted; vendor websites without a scheme open correctly; domain form vendor names escaped; new vendor templates keep the phone country code and pushing a template update with nothing ticked no longer errors; vendors API accepts the account manager fields; new functions/vendor.php (VENDOR_USES, vendorCan/vendorEnforce with client vendors on module_client and ours on module_financial, tile, link, website, PIN, form, tags, counts, delete check, reference clearing, also used by, spend, history), credential|vendor and file|vendor link relations, tag module_ours for our own vendors, handlers add_vendor_template_to_clients, favorite_vendor, unfavorite_vendor and ajax vendor_set_notes, vendor_model.php removed

2026-10-14 22:49:05 -04:00

asset_bulk_add_ticket.php

Ticket templates stage 2: fill-ins - words in square brackets other than the ones filled in from the ticket, like [Employee Name] or [Start Date], are asked for when a ticket is raised from a template on New Ticket, once for all tickets in the New Tickets windows of the assets and clients lists, and once on a recurring ticket for every ticket it raises, then filled in wherever they appear in the subject, details and tasks and kept on the ticket in a Fill-ins card where a blank one can be answered later and goes in where it is still waiting, with each change in the ticket's history; on the template's page each fill-in can be made text, a date, a list of choices or yes or no, required, given help, renamed along with its text and tasks, added without being in the text, and dragged into order (migration 3.2.0 adds ticket_template_fill_ins, ticket_fill_ins and recurring_ticket_fill_ins, and task_templates.task_template_when_fill_in and task_template_when_value); a template's task can be for one answer only, dropping out of New Ticket as answers are given and kept when its answer is not given or no longer offered; project template tickets keep their fill-ins unanswered to answer on the ticket; addTasksFromTicketTemplate replaced by ticketTemplateAddTasks; fixes Add Task adding a row for every time the New Ticket or recurring ticket window had been opened, and Save doing nothing when a required field was empty on a tab that was not showing; changelog updated

2026-10-18 00:44:01 -04:00

asset_bulk_assign_contact.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

asset_bulk_assign_location.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

asset_bulk_assign_physical_location.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

asset_bulk_edit_status.php

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

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

asset_bulk_transfer_client.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

asset_copy.php

Assets makeover: list with type icons, coloured status pills, OS icons, copy buttons on serial and IP, connect chips by scheme (Web/SSH/RDP), expiring and expired warranty flags, rack position, type tabs with counts, tag search and more sortable columns; asset page with a header (photo, status, tags, connect buttons, New / Link / Edit / Copy / Archive), Network / Hardware / Where & who / Quick notes cards, vendor and physical location shown, and related records in counted tabs that remember the last one; one sectioned Add/Edit/Copy form with a DHCP toggle, photo removal and a History tab; quick look gets the status pill, copy buttons and warranty in words. Fixes OS/firmware and purchase/warranty fields wiped on edit for some asset types, location/contact/vendor/network picks now limited to the asset's own client, credential audit entry missing the asset name, warning when replacing a missing photo, add form script broken with no OS values, recurring ticket menu markup, dead Files view toggle, per-row and per-license queries, error on unknown sort column, quick-look Credentials tab shown without permission, ticket queries trimmed to the columns used, edit/delete actions gated consistently. Adds functions/asset.php. No DB change

2026-10-14 16:29:07 -04:00

asset_edit.php

Assets makeover: list with type icons, coloured status pills, OS icons, copy buttons on serial and IP, connect chips by scheme (Web/SSH/RDP), expiring and expired warranty flags, rack position, type tabs with counts, tag search and more sortable columns; asset page with a header (photo, status, tags, connect buttons, New / Link / Edit / Copy / Archive), Network / Hardware / Where & who / Quick notes cards, vendor and physical location shown, and related records in counted tabs that remember the last one; one sectioned Add/Edit/Copy form with a DHCP toggle, photo removal and a History tab; quick look gets the status pill, copy buttons and warranty in words. Fixes OS/firmware and purchase/warranty fields wiped on edit for some asset types, location/contact/vendor/network picks now limited to the asset's own client, credential audit entry missing the asset name, warning when replacing a missing photo, add form script broken with no OS values, recurring ticket menu markup, dead Files view toggle, per-row and per-license queries, error on unknown sort column, quick-look Credentials tab shown without permission, ticket queries trimmed to the columns used, edit/delete actions gated consistently. Adds functions/asset.php. No DB change

2026-10-14 16:29:07 -04:00

asset_export.php

Categories stage 3: list category filters offer only the categories their records have through categoryFilterOptionsHtml, archived ones marked (archived) and referrals that aren't categories marked (not set up), on expenses, recurring expenses, income, invoices, products, tickets, recurring tickets, client referrals and their export windows; new filters for quotes and recurring invoices by category, assets by status, licenses by software type and racks by type, each also in its export window and filter summary; asset type tabs count within the chosen status, and license tabs within software type and license type, fixing license counts that ignored the license type filter; Category export column for invoices, quotes and recurring invoices and Status column for assets, off until ticked; lists and quick looks show a category as its icon in its color through categoryMarkHtml, or its dot without one, on expenses, recurring expenses, income, transactions, tickets, recurring tickets and the ticket page; Admin > Categories usage counts link to the new filtered lists; read-only categories API at api/v1/categories/read.php with kind, id, name, archived and paging, checked per kind against the module that uses it, with usage counts for keys whose user sees every client; racks Archived button kept on one line; changelog updated

2026-10-17 20:42:29 -04:00

asset_form.php

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

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

asset_import.php

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

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

asset_interface_add.php

Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes

2026-10-15 20:33:28 -04:00

asset_interface_bulk_edit_network.php

Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes

2026-10-15 20:33:28 -04:00

asset_interface_bulk_edit_type.php

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

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

asset_interface_bulk_edit_vlans.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

asset_interface_edit.php

Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes

2026-10-15 20:33:28 -04:00

asset_interface_export.php

Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes

2026-10-15 20:33:28 -04:00

asset_interface_form.php

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

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

asset_interface_import.php

Networks and asset interfaces modernization: networks list with type tiles and type filter pills, usage bars, subnet/gateway/DNS/DHCP at a glance, IP-contains search, bulk type/site/star/archive and type quick pick; network page with address plan (documented IPs and device interfaces merged, free runs with Use, DHCP band, gateway, next free IP, conflict/in-pool/MAC-mismatch/held-back/broadcast/outside-subnet flags), overlap notice, devices tab, inline notes, document device addresses, WAN provider details; network quick look; shared network form with icon input groups, type guessed from name, live CIDR info with gateway/DHCP suggestions and overlap check, validated on save (canonical CIDR, gateway and range inside subnet, DNS, VLAN 1-4094, client-owned site, client or own vendor as provider); documented IP types (fixed, DHCP reservation, held back, floating) with MAC, ranges up to 256, bulk type, import/export with type and MAC; asset interfaces moved to their own handler and form with network/IP validation and live check, next free, VLANs, one-to-one connections scoped to the client, disconnect, make primary, switch/firewall/AP port map, run-of-ports modal with preview and padding, ajax import/export with VLANs and connected to, bulk network/VLANs/type/DHCP/disconnect/delete; networks and IP addresses in global search with subnet containment and MAC normalization; location and service pages link networks; demo data with WAN networks tied to ISP vendors, reservations, held-back addresses and switch VLANs; alertMessageHtml no longer double-encodes; db update 2.8.9 adds network_type, network_vendor_id, ip_type, ip_mac, interface_vlans and indexes, backfills types and CIDR prefixes

2026-10-15 20:33:28 -04:00

asset_interface_multiple_add.php

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

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

asset_link_credential.php

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

asset_link_document.php

Files and documents overhaul: rebuilt files list with folder tree (counts, open/close remembered, phone collapse), current folder path and folder menu, All/Documents/Uploads tabs with counts, colour-coded type tiles, shared and portal pills, updated time and author, linked record counts, permission-gated row menus, search across every folder from the top level showing where each result lives, grid view with real previews (image thumbnails, PDF first page, document and text excerpts) and an arrow-key previewer with a Details button, drag and drop files onto the list to upload into the folder on show, bulk move/archive/restore/delete for files and documents together; document page rebuilt like the asset and contact pages with header actions (Edit, Share, PDF, Print, Rename, Move, Link, portal visibility, Archive, Delete), Linked card, folder and portal card and a History card where versions can be viewed, restored (current content kept as a version) or deleted, revision table moved to print only; new file quick look with preview, folder, uploader, share status and links; document quick look and version viewer redone; one link modal for every relation (files, documents, assets, contacts, licenses, vendors) with type tabs and multi-select, offering only the client's own unarchived, not yet linked records, old link modals now open it; upload modal with drop box, file list and size checks; new and edit document share one form with folder and client portal switch; template, rename, move, bulk move, visibility and folder add/rename/delete modals modernized with folder tree pickers; asset and contact pages show the same file and document tiles and open the file quick look; fixes: folder, contact and asset ownership checked on upload, new document, template, move and bulk move, links limited to records of the same client, linking an existing link no longer errors, deleting a folder now moves its files, documents and subfolders up instead of orphaning them, file delete confirmation no longer builds its name into inline JS, permission checks added to the upload, new document, folder, visibility and link modals, upload modal script error that skipped the size check, skipped uploads now reported, mime type read from the uploaded file, per-row link modals that broke grid view, search with quotes double escaped, document search text stored without tags and with words spaced, bulk messages with empty counts, visibility wording, file rename icon, PDF export redirecting after output and needing write access, file and document deletes now remove their links and skip missing files on disk, duplicate asset to file link handler removed; developer: new functions/links.php (relation registry, linkAdd, linkRemove, linkRemoveAll, linkedRecords, linkCandidates, linkGroupsHtml), post/link.php with link_items and unlink_item plus the legacy link and unlink names, functions/files.php gains fileTypeInfo, fileTypeTile, documentTile, folderTree, folderPath, folderSubtree, folderOptionsHtml, folderOwnedId, delete helpers, documentContentRaw and documentHtmlPurify, new agent/js/files.js, modals/link/link.php, modals/file/file.php, modals/folder/folder_delete.php and modals/document/document_form.php, removed unused document_bulk_move.php, document_add_file_relation.php and js/file_delete_modal.js

2026-10-14 20:35:41 -04:00

asset_link_file.php

Files and documents overhaul: rebuilt files list with folder tree (counts, open/close remembered, phone collapse), current folder path and folder menu, All/Documents/Uploads tabs with counts, colour-coded type tiles, shared and portal pills, updated time and author, linked record counts, permission-gated row menus, search across every folder from the top level showing where each result lives, grid view with real previews (image thumbnails, PDF first page, document and text excerpts) and an arrow-key previewer with a Details button, drag and drop files onto the list to upload into the folder on show, bulk move/archive/restore/delete for files and documents together; document page rebuilt like the asset and contact pages with header actions (Edit, Share, PDF, Print, Rename, Move, Link, portal visibility, Archive, Delete), Linked card, folder and portal card and a History card where versions can be viewed, restored (current content kept as a version) or deleted, revision table moved to print only; new file quick look with preview, folder, uploader, share status and links; document quick look and version viewer redone; one link modal for every relation (files, documents, assets, contacts, licenses, vendors) with type tabs and multi-select, offering only the client's own unarchived, not yet linked records, old link modals now open it; upload modal with drop box, file list and size checks; new and edit document share one form with folder and client portal switch; template, rename, move, bulk move, visibility and folder add/rename/delete modals modernized with folder tree pickers; asset and contact pages show the same file and document tiles and open the file quick look; fixes: folder, contact and asset ownership checked on upload, new document, template, move and bulk move, links limited to records of the same client, linking an existing link no longer errors, deleting a folder now moves its files, documents and subfolders up instead of orphaning them, file delete confirmation no longer builds its name into inline JS, permission checks added to the upload, new document, folder, visibility and link modals, upload modal script error that skipped the size check, skipped uploads now reported, mime type read from the uploaded file, per-row link modals that broke grid view, search with quotes double escaped, document search text stored without tags and with words spaced, bulk messages with empty counts, visibility wording, file rename icon, PDF export redirecting after output and needing write access, file and document deletes now remove their links and skip missing files on disk, duplicate asset to file link handler removed; developer: new functions/links.php (relation registry, linkAdd, linkRemove, linkRemoveAll, linkedRecords, linkCandidates, linkGroupsHtml), post/link.php with link_items and unlink_item plus the legacy link and unlink names, functions/files.php gains fileTypeInfo, fileTypeTile, documentTile, folderTree, folderPath, folderSubtree, folderOptionsHtml, folderOwnedId, delete helpers, documentContentRaw and documentHtmlPurify, new agent/js/files.js, modals/link/link.php, modals/file/file.php, modals/folder/folder_delete.php and modals/document/document_form.php, removed unused document_bulk_move.php, document_add_file_relation.php and js/file_delete_modal.js

2026-10-14 20:35:41 -04:00

asset_link_service.php

Services modernization: new services list with Needs attention, Review due, High importance, No review set, Starred and Archived views, dependency chips, in-place importance, bulk importance/category/review schedule, mark reviewed, star, archive/restore/delete and CSV/PDF export; new service page with service facts, backup and recovery, who to call (vendor and client contact details), auto-saving notes and tabs for the assets it runs on, logins, domains and certificates, documents, tickets and history; compact quick look; shared add/edit form with importance, category suggestions, a review schedule and dependency pickers on add; review modal with checklist and history note; attention flags for expiring or expired domains and certificates, certificate check problems, infrastructure out of warranty or out of action, and archived records still linked; Report a problem opens a prefilled ticket linked to the service, plus a service_tickets table, ticket page services list and link/unlink from both sides; services, domains and certificates added to the generic link system, legacy service link actions routed through it with same-client checks; services shown on the asset, contact and vendor pages, the asset/domain/certificate/credential quick looks, the document Linked card, the client overview (card, attention items, upcoming reviews), the dashboard, calendar, global search, client PDF pack and nightly review notifications; archived services left out of nav counts and lookups; services read endpoint in the API; demo data review schedules; database update 2.8.7 (archive and review columns, wider category and backup, link table dedupe with primary keys, service_domains foreign keys, service_tickets)

2026-10-15 17:32:09 -04:00

asset_link_software.php

Licenses: rebuilt the license list with Renewing soon, Expired, Over seats and No seats assigned tabs, a seat bar (used against bought, red when over) and colour-coded renewal on each row, license type and renewal filters, optional key, purchase and order reference columns, search by vendor, order reference and individual keys, and bulk Renew, Archive, Restore and Delete; new license page (license.php) with renewal and over-seats status in the header, License and Vendor cards (key, order ref, purchase date, vendor account number, phone, email, website, hours, SLA, all copyable), notes that save on blur, and tabs for Seats (each device and user with the key they were given), Keys, Credentials, Documents, Files and History from the audit log; new license quick look used everywhere a license is shown; New and Edit share one tabbed form (Details, License, Seats, Notes) with device and user pickers, a live seat counter, renewal shortcuts and a template picker that replaces the separate Create from Template modal; Renew modal for one license or a bulk selection that moves the renewal date by a term or to a set date, previews the new date for each license and records a new order reference; Manage Seats modal; individual keys pasted one per line and handed out to devices and users, which gives them a seat, with the key returned to the pool when they come off the license; Renewal Ticket opens New Ticket with the subject and details filled in; New Document and Upload from a license link the result to it; devices, users, credentials and files now link to licenses through the shared link modal, which shows the seats left on each license and offers every license type, not just Device; the asset and contact pages and quick looks list licenses with their seats, renewal and the key to install, and get New License; the client overview gets a Licenses over seats card under Needs attention, starred licenses under Favorites and renewals that open the license page; global search finds licenses by name, vendor, order reference or key; the vendor quick look lists that vendor's licenses; the dashboard card opens the Renewing tab; the export gains seats used, individual keys, vendor, order reference and client columns; admin license templates share the license type list and show type icons. Uses the existing software_keys, key assignment, software_credentials and software_files tables. Fixes editing a Subscription or Open Source license clearing its license type, archiving a license removing all of its seats (seats are now kept, matching the API), license forms and seat handlers accepting another client's assets, contacts or vendor, a 500 on duplicate seat links and on forms missing fields, and an extra query per row in the export; license deletes now respect the destructive deletes setting. No DB change

2026-10-14 21:31:30 -04:00

asset_note_add.php

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

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

asset.php

Services modernization: new services list with Needs attention, Review due, High importance, No review set, Starred and Archived views, dependency chips, in-place importance, bulk importance/category/review schedule, mark reviewed, star, archive/restore/delete and CSV/PDF export; new service page with service facts, backup and recovery, who to call (vendor and client contact details), auto-saving notes and tabs for the assets it runs on, logins, domains and certificates, documents, tickets and history; compact quick look; shared add/edit form with importance, category suggestions, a review schedule and dependency pickers on add; review modal with checklist and history note; attention flags for expiring or expired domains and certificates, certificate check problems, infrastructure out of warranty or out of action, and archived records still linked; Report a problem opens a prefilled ticket linked to the service, plus a service_tickets table, ticket page services list and link/unlink from both sides; services, domains and certificates added to the generic link system, legacy service link actions routed through it with same-client checks; services shown on the asset, contact and vendor pages, the asset/domain/certificate/credential quick looks, the document Linked card, the client overview (card, attention items, upcoming reviews), the dashboard, calendar, global search, client PDF pack and nightly review notifications; archived services left out of nav counts and lookups; services read endpoint in the API; demo data review schedules; database update 2.8.7 (archive and review columns, wider category and backup, link table dedupe with primary keys, service_domains foreign keys, service_tickets)

2026-10-15 17:32:09 -04:00