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itflow/setup/seed_data.php
johnnyq be002b6f29 Roles stage 4: the money on invoices goes by Financial with Sales at Read through billingMoneyCan and enforceBillingMoney, so taking payments one at a time, by saved card or as a batch, changing them and emailing receipts, reminders and statements need write access to Financial, and deleting or refunding a payment needs full access, with the old Sales rules for reminders, statements and receipts still accepted; invoice, invoice list, Income and payment quick looks offer only what the role can do, the reminder window offers only the reminder to a role that cannot send the invoice, a reminder for a draft or with nothing owed still needs Sales, and Income bulk Set Category on payments needs Sales as it changes the invoice; database 3.1.8 gives the built-in Accountant full access to Financial when it still has its shipped levels, and new installs seed it that way; calendar events for a client follow the role's Clients level through calendarEventCan, Read to see, Modify to add, change, move, skip or send, Full to delete or Modify for the agent who added it, events an agent is on always show, events with no client stay open to everyone, and the calendar, dashboard and calendar links leave out other agents' client events for roles without Clients, with New event, the client picker and dragging following the same rule; the API now sets PHP and MySQL to ITFlow's timezone so what it creates, API ticket SLA times and key expiry go by local time, and inc_set_timezone.php only writes the session when one is open and no longer leaves its result and row variables behind; changelog updated
2026-10-17 21:52:10 -04:00

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<?php
/**
* ITFlow install-time seed data.
*
* Shared by the web installer (setup/index.php) and the headless installer
* (scripts/setup_cli.php). Both used to carry their own copy of this block and
* the two drifted - the CLI path was missing most of the expense, income and
* referral categories and disagreed on several names and colours. Keep new
* default rows in here so a headless install and a browser install produce the
* same database.
*
* Per-install values stay in the installers: the first user, the company row,
* and the default Cash account (which needs the chosen currency).
*/
defined('FROM_SETUP') || die("Direct file access is not allowed");
/**
* Insert every row that is identical for every new install.
*
* Runs once, against an empty schema, before any user-entered data exists.
*/
function seedDefaultData($mysqli)
{
$latest_database_version = LATEST_DATABASE_VERSION;
mysqli_query($mysqli,"INSERT INTO settings SET company_id = 1, config_current_database_version = '$latest_database_version', config_invoice_prefix = 'INV-', config_invoice_next_number = 1, config_recurring_invoice_prefix = 'REC-', config_quote_prefix = 'QUO-', config_quote_next_number = 1, config_default_net_terms = 30, config_ticket_next_number = 1, config_ticket_prefix = 'TCK-'");
// Create Categories
// Expense Categories Examples
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Office Supplies', category_type = 'Expense', category_color = '#0000ff'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Travel', category_type = 'Expense', category_color = '#800080'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Advertising', category_type = 'Expense', category_color = '#ffa500'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Processing Fee', category_type = 'Expense', category_color = '#808080'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Shipping and Postage', category_type = 'Expense', category_color = '#008080'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Software', category_type = 'Expense', category_color = '#add8e6'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Bank Fees', category_type = 'Expense', category_color = '#ffff00'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Payroll', category_type = 'Expense', category_color = '#008000'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Professional Services', category_type = 'Expense', category_color = '#00008b'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Contractor', category_type = 'Expense', category_color = '#a52a2a'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Insurance', category_type = 'Expense', category_color = '#ff0000'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Infrastructure', category_type = 'Expense', category_color = '#006400'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Equipment', category_type = 'Expense', category_color = '#808080'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Education', category_type = 'Expense', category_color = '#ffffe0'");
// Income Categories Examples
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Managed Services', category_type = 'Income', category_color = '#008000'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Consulting', category_type = 'Income', category_color = '#0000ff'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Projects', category_type = 'Income', category_color = '#800080'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Hardware Sales', category_type = 'Income', category_color = '#c0c0c0'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Software Sales', category_type = 'Income', category_color = '#add8e6'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Cloud Services', category_type = 'Income', category_color = '#87ceeb'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Support', category_type = 'Income', category_color = '#ffff00'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Training', category_type = 'Income', category_color = '#ffffe0'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Telecom Services', category_type = 'Income', category_color = '#ffa500'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Backup', category_type = 'Income', category_color = '#00008b'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Security', category_type = 'Income', category_color = '#ff0000'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Licensing', category_type = 'Income', category_color = '#008000'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Monitoring', category_type = 'Income', category_color = '#008080'");
// Referral Examples
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Friend', category_type = 'Referral', category_color = '#0000ff'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Search', category_type = 'Referral', category_color = '#ffa500'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Social Media', category_type = 'Referral', category_color = '#008000'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Email', category_type = 'Referral', category_color = '#ffff00'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Partner', category_type = 'Referral', category_color = '#800080'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Event', category_type = 'Referral', category_color = '#ff0000'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Affiliate', category_type = 'Referral', category_color = '#ffc0cb'");
mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Client', category_type = 'Referral', category_color = '#add8e6'");
// Payment Methods
mysqli_query($mysqli,"INSERT INTO payment_methods SET payment_method_name = 'Cash'");
mysqli_query($mysqli,"INSERT INTO payment_methods SET payment_method_name = 'Check'");
mysqli_query($mysqli,"INSERT INTO payment_methods SET payment_method_name = 'Bank Transfer'");
mysqli_query($mysqli,"INSERT INTO payment_methods SET payment_method_name = 'Credit Card'");
// Default Calendar
mysqli_query($mysqli,"INSERT INTO calendars SET calendar_name = 'Default', calendar_color = 'blue'");
// Add default ticket statuses
// ticket_status_pauses_sla is fixed for these five and not editable in the admin UI -
// see getTicketStatusSlaLock() in functions/app.php. Keep the two in step.
mysqli_query($mysqli, "INSERT INTO ticket_statuses SET ticket_status_name = 'New', ticket_status_color = '#dc3545', ticket_status_pauses_sla = 0"); // Default ID for new tickets is 1
mysqli_query($mysqli, "INSERT INTO ticket_statuses SET ticket_status_name = 'Open', ticket_status_color = '#007bff', ticket_status_pauses_sla = 0"); // 2
mysqli_query($mysqli, "INSERT INTO ticket_statuses SET ticket_status_name = 'On Hold', ticket_status_color = '#28a745', ticket_status_pauses_sla = 1"); // 3
mysqli_query($mysqli, "INSERT INTO ticket_statuses SET ticket_status_name = 'Resolved', ticket_status_color = '#343a40', ticket_status_pauses_sla = 1"); // 4 (was auto-close)
mysqli_query($mysqli, "INSERT INTO ticket_statuses SET ticket_status_name = 'Closed', ticket_status_color = '#343a40', ticket_status_pauses_sla = 1"); // 5
// Add default modules
mysqli_query($mysqli, "INSERT INTO modules SET module_name = 'module_client', module_description = 'General client & contact management'");
mysqli_query($mysqli, "INSERT INTO modules SET module_name = 'module_support', module_description = 'Access to ticketing, assets and documentation'");
mysqli_query($mysqli, "INSERT INTO modules SET module_name = 'module_credential', module_description = 'Access to client credentials - usernames, passwords and 2FA codes'");
mysqli_query($mysqli, "INSERT INTO modules SET module_name = 'module_sales', module_description = 'Access to quotes, invoices and products'");
mysqli_query($mysqli, "INSERT INTO modules SET module_name = 'module_financial', module_description = 'Access to payments, accounts, expenses and budgets'");
mysqli_query($mysqli, "INSERT INTO modules SET module_name = 'module_reporting', module_description = 'Access to all reports'");
// Add default roles
mysqli_query($mysqli, "INSERT INTO user_roles SET role_id = 1, role_name = 'Accountant', role_description = 'Built-in - Limited access to financial-focused modules'");
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 1, module_id = 1, user_role_permission_level = 1"); // Read clients
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 1, module_id = 2, user_role_permission_level = 1"); // Read support
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 1, module_id = 4, user_role_permission_level = 1"); // Read sales
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 1, module_id = 5, user_role_permission_level = 3"); // Full financial
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 1, module_id = 6, user_role_permission_level = 1"); // Read reports
mysqli_query($mysqli, "INSERT INTO user_roles SET role_id = 2, role_name = 'Technician', role_description = 'Built-in - Limited access to technical-focused modules'");
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 2, module_id = 1, user_role_permission_level = 2"); // Modify clients
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 2, module_id = 2, user_role_permission_level = 2"); // Modify support
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 2, module_id = 3, user_role_permission_level = 2"); // Modify credentials
mysqli_query($mysqli, "INSERT INTO user_role_permissions SET user_role_id = 2, module_id = 4, user_role_permission_level = 2"); // Modify sales
mysqli_query($mysqli, "INSERT INTO user_roles SET role_id = 3, role_name = 'Administrator', role_description = 'Built-in - Full administrative access to all modules (including user management)', role_is_admin = 1");
// Custom Links
mysqli_query($mysqli,"INSERT INTO custom_links SET custom_link_name = 'Docs', custom_link_uri = 'https://docs.itflow.org', custom_link_new_tab = 1, custom_link_icon = 'question-circle'");
// network_interfaces
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Ethernet', category_type = 'network_interface', category_order = 1"); // 1
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'SFP', category_type = 'network_interface', category_order = 2"); // 2
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'SFP+', category_type = 'network_interface', category_order = 3"); // 3
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'QSFP28', category_type = 'network_interface', category_order = 4"); // 4
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'QSFP-DD', category_type = 'network_interface', category_order = 5"); // 5
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Coaxial', category_type = 'network_interface', category_order = 6"); // 6
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Fiber', category_type = 'network_interface', category_order = 7"); // 7
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'WiFi', category_type = 'network_interface', category_order = 8"); // 8
// Asset statuses
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Ready to Deploy', category_description = 'Asset is configured and ready to be assigned', category_type = 'asset_status', category_order = 1"); // 1
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Deployed', category_description = 'Asset is actively in use and assigned to a client or location', category_type = 'asset_status', category_order = 2"); // 2
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Out for Repair', category_description = 'Asset has been sent out for servicing or repair', category_type = 'asset_status', category_order = 3"); // 3
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Lost', category_description = 'Asset location is unknown and cannot be accounted for', category_type = 'asset_status', category_order = 4"); // 4
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Stolen', category_description = 'Asset has been reported stolen', category_type = 'asset_status', category_order = 5"); // 5
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Retired', category_description = 'Asset has been decommissioned and is no longer in service', category_type = 'asset_status', category_order = 6"); // 6
// Contact note types
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Call', category_description = 'Phone call with a client or contact', category_icon = 'fa-phone-alt', category_type = 'contact_note_type', category_order = 1"); // 1
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Email', category_description = 'Email correspondence with a client or contact', category_icon = 'fa-envelope', category_type = 'contact_note_type', category_order = 2"); // 2
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Meeting', category_description = 'Scheduled meeting with a client or contact', category_icon = 'fa-handshake', category_type = 'contact_note_type', category_order = 3"); // 3
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'In Person', category_description = 'In person visit or on-site interaction', category_icon = 'fa-people-arrows', category_type = 'contact_note_type', category_order = 4"); // 4
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Note', category_description = 'General note or internal comment', category_icon = 'fa-sticky-note', category_type = 'contact_note_type', category_order = 5"); // 5
// Asset note types
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Maintenance', category_description = 'Routine or scheduled maintenance performed on the asset', category_icon = 'fa-tools', category_type = 'asset_note_type', category_order = 1"); // 1
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Repair', category_description = 'Repair work or hardware replacement', category_icon = 'fa-wrench', category_type = 'asset_note_type', category_order = 2"); // 2
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Configuration', category_description = 'Configuration or settings change made to the asset', category_icon = 'fa-sliders-h', category_type = 'asset_note_type', category_order = 3"); // 3
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Upgrade', category_description = 'Hardware or software upgrade', category_icon = 'fa-arrow-circle-up', category_type = 'asset_note_type', category_order = 4"); // 4
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Inspection', category_description = 'Physical inspection or audit of the asset', category_icon = 'fa-clipboard-check', category_type = 'asset_note_type', category_order = 5"); // 5
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Note', category_description = 'General note or internal comment', category_icon = 'fa-sticky-note', category_type = 'asset_note_type', category_order = 6"); // 6
// Rack Types
mysqli_query($mysqli, "INSERT INTO categories SET category_name = '2-Post Open Frame', category_description = 'Two-post open frame rack for patch panels and lightweight equipment', category_type = 'rack_type', category_order = 1"); // 1
mysqli_query($mysqli, "INSERT INTO categories SET category_name = '4-Post Open Frame', category_description = 'Four-post open frame rack for servers and heavier equipment', category_type = 'rack_type', category_order = 2"); // 2
mysqli_query($mysqli, "INSERT INTO categories SET category_name = '4-Post Enclosed Cabinet', category_description = 'Four-post enclosed cabinet with doors and sides for secure equipment housing', category_type = 'rack_type', category_order = 3"); // 3
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Wall-Mount Open', category_description = 'Open frame rack mounted directly to a wall for small deployments', category_type = 'rack_type', category_order = 4"); // 4
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Wall-Mount Enclosed', category_description = 'Enclosed cabinet rack mounted to a wall with a locking door', category_type = 'rack_type', category_order = 5"); // 5
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Other', category_description = 'Rack type does not fit any standard category', category_type = 'rack_type', category_order = 6"); // 6
// Software Types
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Software as a Service (SaaS)', category_description = 'Cloud-hosted software accessed via a web browser or API', category_type = 'software_type', category_order = 1"); // 1
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Productivity Suite', category_description = 'Bundled office and collaboration tools such as Microsoft 365 or Google Workspace', category_type = 'software_type', category_order = 2"); // 2
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Web Application', category_description = 'Application hosted on a web server and accessed through a browser', category_type = 'software_type', category_order = 3"); // 3
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Desktop Application', category_description = 'Application installed and run locally on a workstation or laptop', category_type = 'software_type', category_order = 4"); // 4
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Mobile Application', category_description = 'Application installed and run on a mobile device or tablet', category_type = 'software_type', category_order = 5"); // 5
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Security Software', category_description = 'Software providing antivirus, endpoint protection, or security monitoring', category_type = 'software_type', category_order = 6"); // 6
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'System Software', category_description = 'Low-level software managing hardware resources and system operations', category_type = 'software_type', category_order = 7"); // 7
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Operating System', category_description = 'Core software managing hardware and providing a platform for applications', category_type = 'software_type', category_order = 8"); // 8
mysqli_query($mysqli, "INSERT INTO categories SET category_name = 'Other', category_description = 'Software type does not fit any standard category', category_type = 'software_type', category_order = 9"); // 9
}
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