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ThaMunsta/itflow

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root 2d6f14d4e8 Client Invoices show balance now

2019-04-13 22:50:46 -04:00

First commit

2019-03-13 17:40:00 +00:00

highlight current page on side nav

2019-04-09 17:45:28 -04:00

Invoices now shows the remaining balance after amount

2019-04-13 22:41:03 -04:00

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

.gitignore

First commit

2019-03-13 17:40:00 +00:00

accounts.php

Added Account Balance to all account select forms

2019-04-08 11:41:50 -04:00

add_account_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_category_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_application_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_asset_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_contact_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_domain_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_invoice_modal.php

Started working on Global Search and did some tidying up

2019-04-09 13:26:46 -04:00

add_client_location_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_login_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_network_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_note_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_client_vendor_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_expense_copy_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_expense_modal.php

Added Expense Reciept upload functionality new db dump as well

2019-04-09 16:18:03 -04:00

add_expense_refund_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_invoice_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_mileage_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_payment_modal.php

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

add_product_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_recurring_invoice_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_transfer_modal.php

Added Account Balance to all account select forms

2019-04-08 11:41:50 -04:00

add_user_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

add_vendor_modal.php

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

blank.php

First commit

2019-03-13 17:40:00 +00:00

calendar.php

Started rough draft of calendar

2019-03-23 14:24:32 -04:00

categories.php

Cleanup Changed Add New to just New the add is redundant since there is already a + icon

2019-03-30 23:43:10 -04:00

check_login.php

Open up Apple Maps instead of maps.google.com in IOS

2019-03-30 15:44:14 -04:00

client_applications.php

Added Asset,Vendor,Applicaiton 1to1 linkage

2019-03-30 15:15:42 -04:00

client_assets.php

Started working on Global Search and did some tidying up

2019-04-09 13:26:46 -04:00

client_contacts.php

Cleaned up UI a bit invoice, side_menu, client, started working on bank transfers

2019-04-06 17:45:52 -04:00

client_domains.php

Add CRUD for Client Domain Names

2019-03-22 16:34:50 -04:00

client_invoices.php

Client Invoices show balance now

2019-04-13 22:50:46 -04:00

client_locations.php

Open up Apple Maps instead of maps.google.com in IOS

2019-03-30 15:44:14 -04:00

client_logins.php

Added edit notes, and added a bunch of delete functionality, fixed edit categories not showing correct type

2019-03-22 01:32:34 -04:00

client_nav.php

Cleaned up UI a bit invoice, side_menu, client, started working on bank transfers

2019-04-06 17:45:52 -04:00

client_networks.php

Add CRUD for Client Networks

2019-03-22 16:09:05 -04:00

client_notes.php

Added edit notes, and added a bunch of delete functionality, fixed edit categories not showing correct type

2019-03-22 01:32:34 -04:00

client_print.php

missed some number formatting from the last commit

2019-03-31 14:24:54 -04:00

client_routes.php

Cleaned up UI a bit invoice, side_menu, client, started working on bank transfers

2019-04-06 17:45:52 -04:00

client_vendors.php

Added Asset,Vendor,Applicaiton 1to1 linkage

2019-03-30 15:15:42 -04:00

client.php

Started working on Global Search and did some tidying up

2019-04-09 13:26:46 -04:00

clients.php

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

composer.json

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

composer.lock

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

config.php

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

cron.php

Started Alerts and the cron php script to trigger the alerts as well as check payment amount is greater than balance in invoice

2019-04-08 15:31:15 -04:00

dashboard.php

Transfers now fully work and Fixed some math on the dashboard and new DB dump

2019-04-08 01:17:45 -04:00

db.sql

Added Expense Reciept upload functionality new db dump as well

2019-04-09 16:18:03 -04:00

edit_account_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_category_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_application_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_asset_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_contact_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_domain_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_location_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_login_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_network_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_note_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_client_vendor_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_expense_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_invoice_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_invoice_note_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_mileage_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_product_modal.php

Added Products CRUD and new DB dump to include products

2019-04-08 00:26:49 -04:00

edit_transfer_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_user_modal.php

Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus

2019-04-08 11:11:04 -04:00

edit_vendor_modal.php

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

email_invoice.php

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

expenses.php

Added Expense Reciept upload functionality new db dump as well

2019-04-09 16:18:03 -04:00

footer.php

First commit

2019-03-13 17:40:00 +00:00

global_search.php

Started working on Global Search and did some tidying up

2019-04-09 13:26:46 -04:00

header.php

First commit

2019-03-13 17:40:00 +00:00

index.php

First commit

2019-03-13 17:40:00 +00:00

invoice.php

Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done

2019-04-13 21:34:25 -04:00

invoices.php

Client Invoices show balance now

2019-04-13 22:50:46 -04:00

login.php

Added start_page function in config, Added Contacts and Locations, seperated client nav and page routes out

2019-03-18 15:08:56 -04:00

logout.php

First commit

2019-03-13 17:40:00 +00:00

mileage.php

Cleanup Changed Add New to just New the add is redundant since there is already a + icon

2019-03-30 23:43:10 -04:00

payments.php

Started working on Global Search and did some tidying up

2019-04-09 13:26:46 -04:00

pdf_invoice.php

Invoices now shows the remaining balance after amount

2019-04-13 22:41:03 -04:00

post.php

Added Expense Reciept upload functionality new db dump as well

2019-04-09 16:18:03 -04:00

products.php

Added Products CRUD and new DB dump to include products

2019-04-08 00:26:49 -04:00

README.md

updated README with install details and more about the project

2019-03-18 20:24:13 -04:00

recurring.php

Added Products CRUD and new DB dump to include products

2019-04-08 00:26:49 -04:00

report_expense_summary.php

Added user CRUD functionality added template for reports added delete vendor

2019-03-22 03:01:32 -04:00

report_income_summary.php

Added user CRUD functionality added template for reports added delete vendor

2019-03-22 03:01:32 -04:00

report_income_vs_expense.php

Added user CRUD functionality added template for reports added delete vendor

2019-03-22 03:01:32 -04:00

report_profit_loss.php

Added user CRUD functionality added template for reports added delete vendor

2019-03-22 03:01:32 -04:00

robots.txt

First commit

2019-03-13 17:40:00 +00:00

setup.php

Added Print Button and hid sidebar, breadcrumbs and button on print client

2019-03-23 11:44:59 -04:00

side_nav.php

highlight current page on side nav

2019-04-09 17:45:28 -04:00

top_nav.php

Started working on Global Search and did some tidying up

2019-04-09 13:26:46 -04:00

transfers.php

Transfers now fully work and Fixed some math on the dashboard and new DB dump

2019-04-08 01:17:45 -04:00

users.php

Cleanup Changed Add New to just New the add is redundant since there is already a + icon

2019-03-30 23:43:10 -04:00

vendors.php

Initial work on recurring invoices some ui cleanup new DB dump

2019-04-07 23:41:11 -04:00

README.md

CRM

This is a Customer Relationship Management system for small Managed IT Companies. This was developed so we didn't have to worry about managing three different systems. Before we used to use a wiki for internal and client documentation. Accounting software and invoicing software. This is an all in one solution. This is still in early development stages and by no means ready for the primetime. Please report bugs, and send some pulls, if you find this useful.

Features

Manage Clients
- Contacts
- Locations
- Assets
- Licenses
- Logins
- Files
- Technical Notes
Invoicing
Quotes / Estimates
Accounting
- P&L Reports
- Income Expense Summary
- Mileage Tracking

Installation Instructions

create a mysql database dump db.sql into it
set db user and password in config.php
Point your browser and away you go

Requirements

Linux
Webserver (Apache, NGINX)
PHP7+
Mysql or MariaDB

Technologies Used

PHP/MySQL
SB Admin Bootstrap CSS Framework
Jquery