CreataCRM Features Added from r8955 to r9295

Period: January 15, 2024 – December 24, 2024
Total Commits: 313 revisions (r8955 – r9295)
Contributors: josh, reece

📅 January 2024

🛠️ Jobs & Invoicing

Job Invoice Items (r8955)

• Fixed JobInvoiceItemsList display issues

Sale Detail Job Mappings (r8958)

• Trimmed heavy Job mappings on Sale detail; Job link made read-only where overloaded

Job Detail View (r8959)

• Job detail view updates

📦 Purchase Orders & Pivot

Pivot & PO Detail (r8956)

• Expanded settings for Pivot Table
• Fixed custom fields on PurchaseOrderLines
• Purchase Order detail shows View Stock when opened

✅ Tasks & Reminders

Inline Tasks & Reminder Time (r8957)

• InlineTask widget respects user reminder settings
• TaskFabricModalPopup uses Settings ReminderTime
• Fixed RemindIn persistence

🧩 Record Properties & Layout Widgets

HTML Editor & Column Span (r8960, r8961)

• HTML editor for text fields in Record Properties
• Record Properties can span two or more columns

Collections, TimeSpan & Persona (r8962, r8963)

• Many-to-many alias support for collections; TimeSpan for record spaces
• Persona for collections; LinkedRecord view; Date edit with DateTime + Clear
• CriteriaUtils improvements for record-space criteria

Actions, Widgets & Address (r8964–r8969)

• Actions on Record Properties; UserLinkedRecord support
• Fixed record address when address fields live on the current object (creates Address BO if link is null)
• Widget modal; show widgets in Record Properties; scrollbar in settings column
• Container items work correctly in Record Properties
• Record Address: map size option and map on right-hand side

📅 February 2024

📊 Basic Table & Layout Designer

Table UX & Editing (r8970, r8973, r8974, r8976, r8981, r8983)

• Shadow card max-height option
• Basic Table style and JobExpense on-change updates
• Rows stay visible while adding/deleting; pointer cursor on delete
• Auto-edit selected fields when a new line is added
• Drag to change line order
• Summary row for Basic Table

Layout Import / Export (r8985–r8987, r8990, r8991)

• Basic layout import/export
• Searchable layout import list
• Fixes for newly created layout export

Detail View Types (r8980)

• Nullable fields pick up correct type in detail view layout

📝 Posts, Tasks & Activity Widgets

Post Activity & Post Task (r8972, r8975, r8982, r8984, r9001)

• PostActivity widget (WIP TableTreeList); EditArea alignment
• Search on PostActivity
• PostTask widget; Chart model for detail-view charts
• Process Bar widget
• Popup Tasks view for PostTask

🌳 Tree List & Company Division

Tree View Widget (r8996, r8997, r8999)

• Tree list / treeview widget and related fixes

Company Division (r9000)

• Division support on Company

Master Filter (r8998)

• Fixed master filter being ignored

🛠️ Jobs, Gantt & Activity Popups

Gantt & Task Scheduling (r9002)

• Right-click popup actions on Job Gantt tab
• TaskAppointmentModal schedule / Due Date fixes
• Cleared tasks redistribute correctly

Activity / Task Popup v2 (r9003–r9006)

• Model views for Call, Note, Meeting; AddQuickJobTask
• Company / Job / Opportunity headers move Calls, Notes, Tasks, Meetings to Fabric Modal v2 (custom fields)
• CreataTable SQL date decimal-second display fix
• New Task and Activity popup v2; edit activity popup on Activities tab

💰 Reckon

Invoice Amount to Reckon (r8971)

• Send amount field when adding invoice to Reckon (including 0)

🔧 Admin

Site Restart Control (r8995)

• Site restart control; restart button in custom field popup

Tax Type OnChange (r8989)

• Fixed tax type on-change when other fields change and tax type is null

📅 March 2024

🏢 Company, Contact & Hierarchy

List & Hierarchy Views (r9007, r9010, r9014)

• New Company List, Contact, and Company Hierarchy views
• Contact map popup action; BoSearch options with widgets
• Hierarchy tree selection; Scheduler filter options
• companydivision layout; BillLine Description 255 → 1000
• Removed Reckon elements from company CRM dashboard JSON

🛠️ Jobs: Gantt, Kanban & Project

Gantt Filters (r9016, r9017, r9027)

• Filter IsComplete on Job Gantt; change StartDate on GanttTask for focus
• 1000px height Gantt; emit Edit Tasks; Search Sale Template shows company/contact
• Removed legacy JobDetailView.vue; Scheduler scroller fix

Job Kanban Board (r9022, r9025, r9032)

• Kanban board for jobs + tab on job detail
• Kanban as widget; due date on existing-item modal; sort by date; filter completed items

Project Detail Record Space (r9031)

• Record Space v2 for Project Detail

⚙️ Workflow & Admin Services

Workflow Service Control (r9009, r9030, r9033, r9034)

• Helper to check/change workflow service status; Settings field + client actions
• Site restart also restarts/checks background services (later removed as dedicated controller)
• EnableGantt / WorkflowServerService customer cadence fix

Delayed Sends & Email (r9018, r9023, r9024)

• Delayed send attempts limited to 5
• Ticket 2974: EmailPopup empty BCC/CC arrays; valid email/name checks
• Delayed Email Send Request and Object Changed Workflow Definition in settings

📦 Purchase Orders & Materials

PO on Materials (r9020)

• Purchase orders on PO Materials flow
• Send Email: if attachment + one email, skip workflow
• BoSearch extra criteria; AggregateCard @recordKey

📅 Scheduler

Month Calendar (r9028)

• Month calendar display fixes

💰 Sales Layout

Sale Materials Popup (r9029)

• SaleDetailViewLayout and SaleMaterialPopUpLayout fixes

🔧 Platform

DevExtreme & TypeScript (r9012, r9013)

• DevExtreme 23.1 merge update
• TypeScript upgraded to 4.1.6

Criteria Functions (r9035)

• GetWeek function for criteria

📅 April 2024

💰 Sales Lines Drag & Drop

Quote / Order / Invoice Lines (r9038–r9041)

• Sales order lines draggable (replaces up/down buttons)
• Invoice lines draggable
• Non-grouped and sales-view quote lines draggable

Quote Footer Cost Hide (r9037)

• Footer “Hide Cost” removes Markup, Margin, and Total Cost

Quote Status Popup (r9036)

• Popup for quote status editing
• Workflow name can be set in web.config Creata section

📋 Kanban / Boards

Board Reactivity & Sales Process (r9043–r9045, r9049, r9051, r9054)

• Filter completed in BoardWrapper; Sale detail button colour
• BoardInfo computed made reactive
• Sales process stage edit draggable
• Kanban add-task text / mapping search fixes; show-detail button position
• Lead and Opp boards start on open
• Kanban board id fix

🛠️ Jobs

Job Tasks & Products (r9046–r9048)

• Product edit layout fix
• JobTasksTable filters out kanban users
• NewPostTask subject as caption

🧩 Layout Designer & Record Properties

Designer Full Screen (r9052)

• Show designer improvements; full screen on new object; BO setting to hide

Read-Only Meta & Custom Fields (r9053, r9056)

• Pass read-only status via MetaInfo for correct UI behaviour
• Custom fields on Job Items
• Custom Action for Record Prop v2; JS editor on Record Properties widget

📊 Table Builder & Search

File Upload Column (r9059)

• FileUploadField cell in Table Builder for file data
• New Sale brings address / bill address from Opportunity header

Linked / Collection Filters (r9065)

• Data grid filters for linked and collection fields

⚙️ Workflow Blocks

Split String & Criteria Escape (r9060, r9061)

• Split string workflow block (variable-friendly argument type)
• Criteria escape block (' → '')

✅ Tasks & Opportunities

Task Description & Opportunity Mappings (r9062, r9063)

• Description updates correctly on task
• Hide assigned contacts/companies from detail; map them on opportunity detail

🎫 Tickets & Activities

Job Activities & Timer (r9064)

• JobActivitiesTab → CreataTable
• Ticket timer links to Job id

🏷️ Product

Tracking Tab & Category (r9057)

• Remove tracking tab; product category default → FullName

📅 Activity → Invoice

Link Company & Invoice Item (r9055)

• ActivityToInvoiceAction links company and invoice item

📅 May 2024

🔐 Auth & Workflow

Customer Login Context (r9067)

• Auth token handler sets current customer login id when CustomerLogin is used

Client Page Workflow Logging (r9068)

• Log query-string values in client page HTTP workflow handler

💰 Sales & Tax

Line Tax Calculations (r9072)

• Fixed tax calculations when Total is modified on lines

Sale Layout & Actions (r9079, r9080, r9082, r9084)

• Sales layout table settings for Quote, SO, Fulfilments, Invoices
• Replace Sales Task with Task, Activity, Survey; New Task / New Activity actions
• Sale header → new layout version; quote lines group sort by Order; record converter arrays
• Sale saving fixes

🏢 Company UX

Favicon & Customer Pill (r9073)

• Company info header shows website favicon
• Customer pill image order: favicon → gravatar → initials

Quick Company on Job (r9081)

• Quick Company action on Job

New Company Modal (r9069)

• Dup-create fix for NewCompanyFabricModalPopup; CustomWorkflowDefinition on CreataBase

📊 Table Builder & Pivot

Grouping Summaries (r9078)

• Auto count group summary when grouping; group cell format shows full group info

Pivot Export (r9075)

• Pivot table export feature fixed

🛠️ Jobs & Layout

Job Items Drag Columns (r9074)

• DetailViewLayout default display; drag-and-drop columns on job items

Opportunity Stage History (r9071)

• OpportunityStageHistoryTab display fix

Opportunity Dashboard Colours (r9070)

• Opportunity sales dashboard aligned to Creata colours

📦 Warehouse & Reckon PO/Bill

Stock Adjustment Merge (r9083)

• StockAdjustmentDetailView merges lines for Reckon compatibility
• SearchManager sort on edit date; ILinkAssignedSurvey on Job (WIP)

AP Account & Sync PO (r9085)

• AP account settings for Reckon Bill from PO; Sync PO fix
• Custom field multiple-choice on Text dropdown

Receipt with Bill → Reckon (r9087)

• Receive PO with Bill and send to Reckon; assign accounts; Bill date = today
• Purchase Order Number on Bill

💼 Opportunities on Sale

Link / Unlink Opportunity (r9088)

• Create Opportunity, link, and unlink actions on Sale (default sales header)

📅 June 2024

🛠️ Job Detail Record Space v2

Job Detail View v2 (r9089, r9091)

• Major Record Space v2 Job DetailView
• Quick Product on Job Expense; Job Activity popup; New Sale on Job; Tasks logged
• Report widget; Record Properties editors; related job actions

📊 Table Builder Rollout

Company / Contact / Reckon Tables (r9093–r9095, r9098, r9100, r9107, r9109)

• TableBuilder on Colleagues for Company and Contact
• Reckon invoice line custom fields
• Table Builder for Reckon Invoices and contact buyer behaviour
• Activities/Tasks tables on Company, Contact, Opps; customer pill for user collections
• Fixed-width wrapping for user columns; Lines editor widget in layouts
• Fixed-width option on Collection Pill (+ info button in editor)
• Replace CreataTable with TableBuilder on Sale, Marketing, Jobs tabs

💰 Sale Lines & Bundles

Order / Bundle Fixes (r9102, r9110, r9112)

• Order issues when deleting items; bundle deletion; link product to new bundle header in edit
• Lines component updates; GUID regex when linking to line

💰 Reckon Sync

Order Sync Order & Email Length (r9114)

• Reckon sync Order sends customer before items
• Customer email field expanded (length fix)

📅 Date Filters

DateRangeFilter Time (r9113)

• DateTime format on DateRangeFilterv2 to display time

📅 July 2024

💰 Sales Detail Reliability

Save Guards & Totals (r9115, r9129, r9130, r9136–r9142)

• Sale save requires Contact or Company
• Header flip-card vs totals footer amount agreement
• Hide layout actions by method; hide Save in view mode; address editor saves in view mode
• Lines editor description save; remove OrderLine OnSave price reset (JS handles it)
• Invoice item quantity prepend removed; lines detector tab selection fix
• Invoice field references; new screen no longer shows previous sale’s lines
• Cancel not called when Sale Type dialog used on new sale

💰 Reckon Purchase Orders

Close PO on Bill Receive (r9120)

• Reckon Closed on Purchase Order; process closes PO when Bill received
• Delete-lines sync-back with Reckon PO; return response handling

📦 Warehouse Transfers

Transfers Table Builder (r9121)

• Table Builder on Transfers DetailView Lines and WarehouseContentTransfers (tickets 3389/3390)

📦 Receipts

Receipt Detail & Barcode (r9144, r9149)

• ReceiptDetailViewSwitchLayoutController; Record Properties for Receipts
• Barcode experience for Receipts; ReceiptLine action wiring
• PostalController null-check if web app not loaded

📊 Table Builder & Basic Table

Grouping & Nested Fields (r9143, r9148, r9151)

• Group dates null-safe in Table Builder groups
• Nested fields selectable in Record Properties and Basic Table
• Grouping by nested non-date field

Basic Table Features (r9147)

• Image, callback, disable action features on BasicTable
• CreataMail + Campaign send interaction fix

✏️ Edit Replace

Admin Edit Replace Action (r9145, r9146)

• Edit Replace action; admin-only; icon update

💰 Reckon Invoice Template

PO Number on Template (r9150)

• Purchase Order Number on ReckonInvoiceTemplate

📝 Editor

CKEditor Upgrade (r9122)

• CKEditor updated to 4.22.1; version check removed

Collection Pill Default (r9131)

• Collection pill default model cleanup

🔄 Reckon Invoice Lines

Sync Fix (r9132)

• Reckon invoice lines sync issue fixed

📦 Transactions Popup

Totals (r9133–r9135)

• Transaction popup and TotalHeader / total display fixes

📅 August 2024

💰 Sale Lines Editor

Inline Edit & View Mode (r9161, r9162, r9164, r9167–r9173)

• Sale detail: address and properties tabs
• Inline edit for sale lines; product/service editable inline
• Signature editor / image mapping fixes on sales lines
• Hide save/undo when whole view in edit mode; date formats on lines
• Create Date on quote items in layout record space
• Allow new line on sale in view mode
• Collapsed line editor width; linked custom pill favicon in Record Properties

Comments & Droplist (r9182, r9183)

• Sublayout id fix for Basic Table; droplist save in sales lines editor
• Comments editor in lines footer

📊 Table Builder

Collection Grouping Filter (r9152)

• Filter out collection fields with $ / . that broke grouping

📁 Documents

Folder Load & Upload (r9154)

• Folders load correctly; upload after enter/leave folder fixed

📧 Campaigns & CreataMail

Campaign Send with CreataMail (r9158)

• Fixed sending campaign while also using CreataMail

🔄 MYOB

Company & Contact Tables (r9159)

• MYOB Company and Contact tables as Table Builder

📦 Receipts Dashboard

Receipt Status & Dashboard (r9165, r9175)

• Receipt Number / Status; Receipt Dashboard
• Receipt detail improvements; Receipt list dashboards
• Removed old client pages (Scheduler, Sales Order, All Tasks list)

💰 Sales Workflows

Convert to Invoice / Job / Fulfilment (r9176, r9177)

• Select sales order lines for conversion to invoice
• Create Job from sale quote items; Jobs tab on sale lines selector
• Job table layout for sub-lists with filter parameter
• PO closed: no extra On Order transactions
• New Sale popup action on Sale; HeaderLayout transaction mappings

Quote Dashboard (r9179)

• Quote Dashboard for Quotes

👤 Customer Select

Lookup Customer / Contact / Company (r9181)

• Customer select looks up customer, contact, or company and updates fields on specified object

🔄 Record Converter

RecordConverterV2 Start (r9184)

• New conversion method / RecordConverterV2

🎨 Layout Widgets

Styles & Actions (r9171, r9174)

• Styles editor on set-string-variable component
• Actions work for different record types when record space is source

📅 September 2024

🔄 Record Converter v2 & Sale Proxies

Converter Maturity (r9185–r9188, r9190, r9191, r9195, r9200)

• Company/contact change events on sale
• Detect array addition after convertToApiFormat; CreataRecord updates
• Array proxy splice; LineModificationHelper returns CreataRecord from proxy
• Layout Edit Wrapper clears embedded settings on parent load error
• Proxy length handling for collections
• No duplicate lines when saving sale without company/contact; __proto__ blocked on proxies
• Deleted lines hidden correctly in edit mode; proxy only updates real CreataRecord properties

📦 Job Picking & Fulfilment

JobPickingStock Widget (r9189, r9197, r9198, r9201–r9203, r9206)

• Close Sale and Create Fulfilment actions; SaleFulfilment widget
• JobPickingStock widget + picking transactions
• Picking on Job layout 1.0; fulfilment action uses main Creata record
• Transaction tab on products; Sales Order on Quotes
• Reckon Customer Dashboard → Layout v2

💼 Opportunities & Customer Widget

Opportunity Content (r9204, r9205, r9207–r9209)

• Customer widget navigation link format in view mode
• Sale on-change: don’t re-switch contact incorrectly
• Customer pill on customer widget; default layout update
• Opportunity info component; lines selector can pick opportunity (sales type)
• Activities created from opportunity content link correctly
• Sales value card styling in opportunity content

🛠️ Jobs Gantt (RecordConverter v2)

Gantt Actions (r9210)

• Dup / delete Gantt tasks; Enable Gantt via RecordConverterV2
• Reload Gantt; ActionsContainer on RecordConverterV2; Job Expense improvements

🔧 Build

Node Memory (r9196)

• Increased node build memory (8192) and serve heap (6 GB)

📅 October 2024

📊 Charts & Dashboards

Chart Library Expansion (r9215, r9217, r9220, r9223–r9226, r9229, r9241–r9245)

• CustomCard on ChartRender; common series settings
• Click-through for series; CRM dashboard areas; Reckon Customer charts
• RangeSelector on Charts; comparison on AggregateCard
• Rotate charts; Doughnut on Pie editor
• Lead / new business / opportunity dashboards
• Vector Maps (WIP → Company vector maps, Aus/NZ JSON); CRM Layout improvements
• CircularGauge; ranking (Top X) chart + equal-item rank order
• Gauge titles; OpportunityCircularGauge
• Pie radius with Sum/Percentage; AggregateCardV2 simple cards

CRM / Marketing Startup (r9218, r9219, r9233, r9234, r9237)

• Company list / contact table cleanup; multiline address
• Activities, Task, Sales dashboard improvements; Range Selector colour
• Default startup → NewCRMDashboard; new Marketing dashboard replaces old

Quote Dashboard Polish (r9211, r9235, r9236)

• Gantt theme; quote dashboard background; shadow card options import

📋 Projects

Process Steps & Editor (r9213, r9216, r9221, r9222)

• Project detail stage search criteria
• Steps on any collection with order/name/tracker; project process editor
• Specific stages editor; connected steps reload from layout variable
• Project layout updates

💰 Sales Layout

Opportunity on Default Sale (r9214)

• Default sales layout includes opportunity data
• Record Properties collection search criteria replacement aligned with linked search

🔒 Security & Cloning

Roles & Non-Cloneable (r9231, r9232)

• Hide Purchase Orders role
• Invoice item on job expense non-cloneable

📧 Webhooks & Campaign Tracking

Webhook Pipeline (r9238)

• Campaign click/open alias cleanup
• Webhooks dumped to database; WebhookHelper in library; webhook processor in workflow service

📅 Scheduler

Missing Activities (r9239)

• Ticket: missing activities — request payload sort DESC (not ASC)
• Month view temporarily removed (display issues)

🔄 CRM vs Reckon Comparison

Comparison Dashboard (r9240)

• CRM comparison with Reckon

📊 Column Chooser

Predefined Columns (r9230)

• Predefined columns list in column chooser; price book popup compatibility

📋 Kanban

Process Information (r9212)

• Missing field for kanban process information

📅 November 2024

🧩 Record Properties & Actions

Layout & Styles (r9246, r9248–r9254, r9259, r9260)

• Gravatar in Record Properties fix; Favicon component
• Option to disable grid-based layout
• Contact Email change: if Company has no Website, set domain from email
• Styles on Record Properties actions and Action Container
• Record Address: fields movable/hideable (map/region chips); inline field edit; drag-drop position fix

🏢 Company / Contact / Customer Layouts

Layout Framework (r9255, r9256, r9266, r9268)

• Company layout framework; Customer CRM layout
• Contact and Company layouts; Action Container when record source is context
• Contacts tab fix

📊 Charts: Sparklines & Gauges

Sparkline & Preview (r9257, r9258, r9262)

• Sparkline on Chart widgets and AggregateCardV2; Customer CRM layout sparklines
• Range start value
• CircularGauge / TopX preview renders; TopItem abbreviate numbers

📧 Campaigns v2

New Campaign Layout & Actions (r9261)

• Batch BackgroundCampaignHelper; SendCampaignAction
• Campaign v2 layout
• Change Email Template; Design Email Template; related campaign actions

📦 Stocktake

Batch Stocktake (r9263, r9264)

• Batch when creating stocktake; related stocktake UI tweaks

🛠️ Jobs Gantt & Tabs

Reload & Lazy Tabs (r9265)

• displayDuration on AddQuickJobTask popup; currentRecord on ActionsContainer
• Gantt reload; lazy load on tab props; related job action wiring

⚙️ Workflow Services

Restore Services (r9247)

• Re-added remaining workflow services

📅 December 2024

⏱️ Timesheets

Job & Activity Timesheets (r9272–r9275, r9277, r9279)

• Timesheet action on Job
• Task on line selection when creating timesheets
• Timesheet entry on Activity as persistent field + DB updater
• Task filtering when creating timesheet info; summary line for entries
• Timesheet entry action on Activity detail
• Scheduler modal in timesheets popup on jobs (job + activities)

🛠️ Jobs & Templates

Job Template & Sale on Job (r9270, r9271, r9278, r9283, r9286)

• JobTemplatePopup; NewSaleOnJob API converter; Opportunity layout; Gantt/Task popup props
• TaskTemplate default duration; Opportunity detail: Sales Quote, Call, Meeting, Note
• Job layout upgrade; SaleDialogPopup default options
• Up/down actions controller for task template list on job template detail
• AllocatedTimeUsage on Task; Customer Pill initials; Job layout v1 variants 3–9

📅 Timeline & Maps Widgets

TimelineCalendar & Maps (r9280, r9281)

• TimelineCalendar widget; Maps widget improvements
• Address string support

📧 Campaign Webhooks

Tag Requirement (r9276)

• Ignore webhooks without tag property to link campaign message

🔒 Security & Menus

Secure Roles & Hide Menus (r9284, r9285)

• Start of secure base roles
• Hide Settings menu and Payroll

📝 Rich Text / Rich Edit

Send Email & Borders (r9287, r9290, r9293)

• Send email from Rich Text; Action Container fix
• Border options on rich edit; upgraded rich edit to 24.1
• Rich text template collection tables: header row styling; option to disable header row

👤 Quick Customer

Lead / Opportunity Options (r9288)

• Quick Customer options for new Lead and new Opportunity

💰 Reckon

Job Email Length (r9282)

• Reckon Job Email field extended to 256

🏷️ Pills & Headers

Textpill & Company Header (r9294, r9295)

• Textpill added; Customer Pill improved
• CompanyInfoHeader updates

🔧 Platform

TypeScript 4.3.5 (r9292)

• TypeScript upgrade to 4.3.5; IActionArgs model field; ChartDataSource import fix

Actions Record Shape (r9269)

• Actions migrate from record values field to regular object; default layout ids

Summary by Theme