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32 commits

Author SHA1 Message Date
Tina Ong
0ecee29448
Update README.md (#32951)
Updated state registration section, and states we've registered in

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked table schema to confirm autoupdate
- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-09-16 13:13:29 -05:00
Nathanael Holliday
e1eab861c4
Handbook update (#33044)
Updated link for W-9 form, current one was out of date.
2025-09-16 12:30:12 -05:00
Tina Ong
fca9ecd72c
Update README.md (#32952) 2025-09-13 17:22:42 -05:00
Tina Ong
ad13a9f332
Update README.md (#32906)
Update multi-year invoicing process.

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked table schema to confirm autoupdate
- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-09-12 17:29:35 -05:00
Mike McNeil
78ed94887a
Update README.md (#32684) 2025-09-05 21:24:14 -05:00
Sam Pfluger
7ce6f0ca96
Remove remnants of DigExp (#32296) 2025-08-25 18:59:23 -05:00
Emmanuel Ferdman
62b8a77acd
Fix a few broken references (#31640)
# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked table schema to confirm autoupdate
- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))

Signed-off-by: Emmanuel Ferdman <emmanuelferdman@gmail.com>
2025-08-21 12:13:45 -05:00
Tina Ong
4eccbe7d60
Update README.md (#31993) 2025-08-20 00:14:41 -05:00
Tina Ong
b2a107804b
Update README.md (#31951)
Changes for creating invoice via QB

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked table schema to confirm autoupdate
- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2025-08-14 20:03:27 -05:00
Nathanael Holliday
82f6f10287
Add AWS offer creation steps to handbook (#31826)
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-08-12 16:51:46 -05:00
Luke Heath
bf6fe767be
Adding 2024 pen test findings and responses (#31789) 2025-08-12 16:40:09 -05:00
Sam Pfluger
f2df737a0b
Create CEO and People pages and reorg (#31559)
<ins>*🌐 IT and Enablement:*</ins>
- Rename "🌐 Digital Experience" to "🌐 IT and Enablement" dept
- Rename "digital-experience.rituals.yml" to
"it-and-enablement.rituals.yml"

<ins>*🧑‍🚀 People*</ins>
- Create 🧑‍🚀 People dept
  - Create "people.rituals.yml"

<ins>*🔭 CEO*</ins> (<= WHY? To maintain the [structure of the
handbook](https://fleetdm.com/handbook/company/leadership#outline-of-departmental-page-structure).)
- Create 🔭 CEO page and link to leadership
- Create ceo.rituals.yml

<ins>*💸 Finance*</ins>
- Renamed label "#g-finance" to ":help-finance" to match the rest of the
departmental labels.

---------

Co-authored-by: Eric <eashaw@sailsjs.com>
2025-08-04 13:07:18 -05:00
Sam Pfluger
4c82353936
Move people and responsibilities to match org chat (#30778)
- Move Contacts and Compliance Eng. to Finance
- Move contract responsibilities to Finance
- Move "Grant equity" to Finance
- Comment out "Cancel a Fleet Premium sub", "Change a customer credit
card", "Update the host count on a user's sub" as you can do this from
the customer page now.
2025-07-10 23:12:00 -05:00
Tina Ong
c56f382258
Added Tina Ong to Team table (#29270) 2025-05-28 00:01:59 -05:00
Luke Heath
01645f2fc9
Update handbook to reference GitHub Projects boards (#29414) 2025-05-27 15:54:30 -05:00
Sam Pfluger
661d7de783
Remove outdated stubs (#29366) 2025-05-21 16:36:18 -05:00
irenareedy
678555a8ff
Update monthly accounting KPI date (#28615) 2025-04-29 08:24:16 -05:00
Sam Pfluger
2237fdc0d6
Fix template url (#28583) 2025-04-25 21:41:07 -05:00
Isabell Reedy
b356071d46
Small grammar change to invoicing template (#27761) 2025-04-02 07:56:58 -05:00
Isabell Reedy
444e13813f
Remove reconcile expenses ritual (as now included in monthly accounting) (#27621) 2025-03-28 09:01:38 -05:00
Isabell Reedy
bf417665c3
Update weekly revenue report to reflect current process (#26433) 2025-02-18 23:26:53 -06:00
Isabell Reedy
d6ccc8fe9b
Remove auto issue for invoice monitoring (#25622)
Auto issue is not needed. Invoices are tracked as they come in.
2025-01-21 18:44:16 -05:00
Jahziel Villasana-Espinoza
92d7f3daeb
chore: fix typo (#24323)
No related issue, just noticed some small typos in the handbook
2024-12-03 15:22:09 -06:00
Isabell Reedy
67c2698ae0
Update date for US contractor payroll (#24156)
This should actually happen on the 27th, not the 28th.
2024-11-28 00:55:09 -06:00
Isabell Reedy
63d958d762
Removing finance KPIs we no longer use (#24147) 2024-11-25 18:23:18 -06:00
Isabell Reedy
8250e337e2
Add step to ensure Fleet receives PO's on time (#23966) 2024-11-20 13:24:43 -06:00
Sam Pfluger
79086c1f17
Revamp Why Fleet (#23962) 2024-11-19 16:32:47 -06:00
Sam Pfluger
9bf9c263c3
Remove HOF position (#23815) 2024-11-14 14:38:23 -06:00
Isabell Reedy
5bdbbadb23
Add steps to process payroll (#22868) 2024-10-12 13:32:40 -05:00
Sam Pfluger
ee8ef2b291
Move weekly-update-finance.md to handbook (#22832)
Re: https://github.com/fleetdm/confidential/pull/8366

FYI @JoStableford
2024-10-10 11:42:49 -05:00
Joanne Stableford
77875eb800
Ensure task assignment correct for team rituals. (#22084)
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2024-09-17 01:40:29 -05:00
Mike McNeil
22fdd45832
Add finance department (#22067)
Co-authored-by: Sampfluger88 <sampfluger88@gmail.com>
2024-09-13 01:21:02 -05:00