CreataCRM Features Added in 2025

Period: January 1, 2025 - October 17, 2025
Total Commits: 370 revisions (r9296 - r9666)
Contributors: Josh, Reece

📅 Quarter 1: January - March 2025

🎨 Layout V1 Enhancements (January 2025)

Companies Layout (r9300, r9306)

  • Added CRM and Send action buttons
  • Email Colleague functionality
  • New Tasks popup
  • Mail merge support
  • Sales, Job, and Maintenance actions
  • Reckon Trigger integration

Contacts Layout (r9304, r9307)

  • CRM and Send dropdown menus
  • New Task, Call, Meeting, and Note popups
  • Rich text editor for mail merge
  • Sales, Jobs, Maintenance, Marketing actions
  • Reckon Trigger support

Jobs Layout (r9309, r9316)

  • Email Contacts Job
  • New project creation
  • Reckon Trigger
  • Job survey integration (r9310)

📊 Rich Text Editor Improvements (January 2025)

Collection Merge Features (r9298, r9299, r9305, r9313)

  • Changed default border style from None to Single
  • Hide Mail Merge tab when not editing templates
  • Width options for merge collections
  • Override caption in merged collection table headers
  • Fixed current display format when editing collections
  • Image merge improvements (no display if no image)

Template Support (r9315, r9318)

  • Company template support
  • Current user data merging
  • Current date merging
  • CSS for horizontal ruler (indent/margin changes)
  • Templates for Contact, Invoice, Sale, Sales Order

New Sale Template (r9312)

  • Sale billing/shipping full address with IsNull checks
  • Lighter bold font styling

📋 Collection Table Enhancements (January 2025)

Total Fields (r9312, r9313)

  • Can now add Total fields to collection tables
  • Choose numeric fields to be summed in total rows
  • Table cell margins added (r9301)
  • Fixed collection moving when edited multiple times (r9302)

Width Warnings (r9308)

  • Warning when column width exceeds available space between margins

🔍 Survey System (January 2025)

Survey Integration (r9310, r9311)

  • CSS improvements to SurveyRunner.vue
  • Added surveys to:
    • Jobs
    • Companies
    • Sales
    • Contacts

💰 Sales Improvements (January 2025)

Quote Creation (r9303)

  • New Quote from Quote brings in:
    • Addresses
    • Terms
    • Price List
  • Default to Quote in SaleDialogPopup when Quote stage
  • Fix for creating Jobs when no warehouse selected

🎯 MYOB Integration (January-March 2025)

Sales Registers (r9319, r9320)

  • MYOB Sales Register for Invoices
  • MYOB Sales Register for Quotes
  • MYOB Sales Register for Orders
  • Improved MYOB Inventory layouts
  • Fixed MYOB Build to Assembly items

📱 Mobile Improvements (January 2025)

Contact and Company Tabs (r9296)

  • Improvements with Contact Tab on Jobs and Opportunities
  • Companies tab enhancements

📅 Quarter 2: April - June 2025

🏢 Dashboard Developments (February-March 2025)

Company Dashboards (r9324, r9328, r9329, r9331)

  • MYOB Company Dashboard on Company Layout V1
  • Reckon Company Dashboard
  • Company Dashboard with Sales and Jobs tabs
  • Improved Reckon dashboards

Contact Dashboards (r9336, r9337)

  • Xero Dashboard on Contacts
  • Dashboard Tab for Contacts
  • TimelineCalendar.vue integration
  • MYOB and Reckon Contact dashboards
  • Removed badges from ContactInfoHeader.vue

Xero Dashboards (r9334)

  • Xero Dashboard
  • Xero buyer behaviour analysis

Assets & Sites (r9344, r9347)

  • Site Dashboard
  • AssetsDashboardV3.vue
  • Asset icon additions (r9348)

🕒 Timesheet Enhancements (February-March 2025)

5-Day Week Support (r9340)

  • Ticket 3621: Added 5-day week option
  • Created timesheetEntryLoader action

Timesheet Entry Improvements (r9354)

  • Added entry color coding
  • Subject and Customer fields
  • Weekly timesheet links Customer, Jobs, Notes, Subject
  • Calendar timesheet modal with Customer, Notes, Subject, Jobs
  • TimesheetTooltipTemplate.vue enhancements
  • Color coding for Item Type in Scheduler.vue

🏗️ Asset Management (February-March 2025)

Asset Detail View (r9341, r9326)

  • Edit and view modes for header
  • Re-added document field on Site
  • Fixed loading and saving document on Site detail view
  • Removed Invoice total from mappings (load on tab access)
  • Tasks added to Assets
  • Popup Tasks on Asset
  • Fixed incorrect navigation in zones table
  • Site detail view link to list view corrections

📈 Chart Enhancements (March 2025)

Pie Chart (r9365, r9366)

  • Custom text feature (customizetext)
  • Tool tip support
  • Hide tab if only 1 tab in DetailViewLayout.vue

🔧 Table Builder Improvements (March 2025)

Grouping & Filtering (r9368)

  • Added group support for link fields in XpCollectionDataSourceLoader
  • Fixed width for Collection/View.vue
  • Progress ranges fixes

Column Width Support (r9367, r9369)

  • Set table columns default width correctly
  • Width support for:
    • Enum
    • LinkedCustomerPill
    • Date
    • LinkedRecord
    • UserLinkedRecord
    • LinkedRecordPill

🔄 MYOB Sync Improvements (March 2025)

Bill of Materials Sync (r9349, r9357)

  • Sync single item by ID
  • BOM items sync from MYOB if not in database
  • Fixed BOM with only one item

Invoice Sync (r9350, r9351, r9352)

  • Fixed invoice number display after creation
  • MYOB Invoice Details view improvements:
    • Changed to Designer/DetailViewLayout.vue
    • Added Attachments
    • Added EditLayout.json
    • Send Email actions
  • Fixed search for MYOB Invoices on mobile
  • Added MYOB icon to Quasar

Price Level Sync (r9359, r9361)

  • Price Level sync updates contacts and companies
  • Removed date threshold (sync all price matrixes)
  • Fixed single quote error in MYOB Price List Item search

Advanced Sync Features (r9358, r9360)

  • Order and sync by last modified date
  • Includes last payment date for invoices
  • Retry logic: up to 3 attempts before error
  • Settings fields track last modified date of syncs
  • Item Sync improvements
  • TimesheetAppointmentTemplate.vue enhancements

📝 Report System (March 2025)

Report Parameters (r9353, r9355, r9356)

  • Client action to get report parameter info
  • Run single report action with popup for parameters
  • Supports number, date, text fields
  • Parameters added to generated reports
  • Single report action for MYOB Invoice
  • Fixed incorrect target type

🎨 UI/UX Improvements (March 2025)

Vector Art & Colors (r9364)

  • Added colors for vector art
  • MYOB Dashboard Menu
  • Removed VueMyobSoListview.vue
  • 255 character limit for CustomerPONumber

Legacy Code Cleanup (r9339)

  • Removed CombinedScheduler
  • Removed LiquidTemplates
  • Added Reckon/ReckonEstimate and Sales Order
  • Removed old Reckon dashboards

🐛 Bug Fixes (March 2025)

  • Fixed crash on save contact if primary company email is blank (r9371)
  • SaleOrderToMyobInvoiceHelper.cs uses sales order FreightTax (r9371)
  • Undefined MYOB invoice fix with mappings (r9371)

📅 Quarter 2: April - June 2025 (Continued)

🔄 CreataRecord Migration (April 2025)

Major Refactoring (r9383, r9386, r9388)

  • Sales widgets converted to not immediately convert CreataRecord to proxy
  • Create fulfilment action converted
  • Save action updated
  • Fixed sales lines editor SearchSelect saving
  • Converted actions to CreataRecord:
    • AddQuickActivityComponent.vue
    • AddQuickSaleTaskComponentPopup.vue
    • ConvertToSalesOrderAction.ts
    • SaleTypeSettingsAction.ts
    • CreateOpportunityAction.ts
    • SoAuthorize.ts
    • CloseSaleAction.ts
    • InvoiceOnJob.ts
    • CreateJobFromQuoteLinesAction.ts

Record Space Improvements (r9372, r9373, r9387)

  • Load logging for RecordSpaceApi fetch by key
  • Ensure record is loaded (don't force server retrieve)
  • Remove proxy conversion on reloaded objects
  • New fields for record space in sale layout

💼 Back Order System (April-May 2025)

Back Order Features (r9374, r9375, r9406, r9453)

  • ConvertSalesOrderToBackOrder action
  • Improvements to Layout 2 back order
  • Backorder association to sale (collection of sales)
  • Link new backorder to original sale
  • Display backorders in header component widget
  • Fixed advance back order modal (preserve quantity)
  • Ability to add bundle components to back orders
  • Fixed misaligned headers in sales order lines

Advanced Back Order Action (r9453)

  • New action with bundle component support

📦 Purchase Order System (April-June 2025)

Component Purchase Orders (r9454, r9455, r9456)

  • Create component purchase order action
  • ComponentPurchaseOrderComponent.vue
  • ComponentPurchaseOrderModal.vue
  • Supplier selector added
  • SaleDetailView.json mappings for PO component order

Purchase Order Reports (r9500)

  • Purchase order report templates
  • Supplier select for each line

MYOB Purchase Orders (r9491)

  • BatchSendPoToMyobAction.ts
  • Reorder Screen for MYOB
  • Purchase Items from MYOB item list (groups by default suppliers)

🔌 Plugin Integration (April 2025)

Reckon Plugin (r9376, r9394, r9395)

  • Reckon/ReckonInvoice added to Sale and Widgets
  • Inject object space capability
  • WidgetLibrary.ts cleanup with plugins
  • ReckonInvoice.vue to CreataRecord
  • ReckonActions.json for plugins (r9457)

Plugin Mappings (r9375, r9393)

  • Feature to inject Plugin mappings
  • Terms added to Config/ConfigManager.cs
  • AddressField widget added

📊 Board Improvements (February-April 2025)

Custom Fields on Boards (r9321, r9323)

  • Cards allow custom fields
  • Search filter searches in custom fields
  • Fixed default groups caption display

🏭 Fulfilment System (April-May 2025)

Multiple Fulfilments (r9448, r9449, r9450, r9451)

  • Allow multiple fulfilments on sale
  • Fixed stock location criteria
  • Pick line quantity minimum set to 0
  • Fulfilment improvements
  • Icons added to picker for layout2 (r9445)
  • Auto fulfilment note on new layouts (r9434)

Pick & Pack (r9385, r9419, r9434, r9437, r9443, r9444)

  • Fulfilments update: picking and packing
  • Display issue fixes for picked card
  • Persistent alias on Fulfilment ShipStatus
  • Fulfilment status in Sales Lines Selector
  • Search select fixes on picked card:
    • Warehouse location search criteria
    • Lot or serial selection and saving
  • Visibility checks to SaleLinesSelector
  • Prevent non-inventoried products in fulfilments
  • Pick card location no longer clearable

Ship Section (r9457, r9460)

  • Stop double update on carton card tick
  • Purchase Orders and Back Orders on Sale Layout v2

📧 Email & Campaign (May 2025)

Campaign Performance (r9408)

  • Removed calculated fields, added persistent fields:
    • CampaignMessage: Open, Clicks, Bounces
    • EmailMessageRecipient: Open, Clicks
  • WebHook Helper for totals
  • PostalWebhook.js for Settings

Campaign Dashboards (r9412, r9413, r9417)

  • Campaign Dashboard
  • Campaign Events Dashboard
  • Email Message Receipt Dashboard
  • Email Addresses list view
  • Extra Dashboard on Marketing/LayoutV2
  • Add/remove Actions for campaigns
  • Fix Campaign actions (convertToApiFormat)

Spam Filters (r9415)

  • Filter out spam filters views
  • Removed click on spam filters
  • Campaign Sent for Record Spaces

Campaign Workflows (r9415, r9420, r9421)

  • IP filter for campaigns
  • Various campaign fixes

💳 Credit Notes (May 2025)

Credit Note System (r9424, r9425, r9426, r9428)

  • Credit note lines sync
  • Association between Reckon credit memo and invoice
  • Linked Transaction sync
  • Purchase order completion workflow (separate block)
  • Invoice status workflow (separate block)
  • ServiceDate field type correction
  • CreditNoteAdjustment table
  • Credit note create action on both sale views
  • Link credit note to invoice

🔗 Exchange Integration (May 2025)

Exchange Email (r9407)

  • View exchange email data action
  • Fixed linking in creation from exchange data
  • Select received item folder
  • Navigation in same window with modal closing

🎨 Date Range Improvements (May 2025)

Date Filters (r9414, r9418)

  • Added datetime to daterangefilter (Ticket 3745)
  • Range Selector for Hour

Range Selector Fixes (r9332)

  • Fixed RangeSelector when same range dates
  • Invalid date handling

🔧 Sales Lines Editor (May-June 2025)

Edit Modal Hover (r9419)

  • Layout items editable on hover with EditModalHover
  • Forces refresh when selected item changes
  • Purchase orders added to sale detail view

Lines Selector (r9421, r9422, r9457, r9458)

  • Sort sub-rows (e.g., purchase orders) by number fields
  • Defaults to order/quote if item from another sale selected
  • Plugin actions insertion method

Product Images (r9480, r9481)

  • Display product service primary image
  • Added missing image mapping for older layout

🏷️ MYOB Sales Integration (May-June 2025)

MYOB Invoices (r9445, r9446, r9447, r9463, r9464)

  • Added Surcharge to MYOB Invoices
  • UpdateCanApplySurchargeInvoice fixed
  • Handles deleted lines
  • MYOB Invoice Widget added to Sale
  • MYOB Actions for Sales Orders
  • MyobInvoice.vue with InvoiceItemLinesTable

MYOB Quotes & Orders (r9462, r9463, r9464, r9476)

  • Sale Quote to MYOB action
  • QuoteToMyobQuoteAction.ts
  • OrderToMyobOrderAction.ts
  • OrderToMyobInvoiceAction.ts
  • MYOB Quote Widget
  • MYOB Sales Order actions
  • Fixed UID field when converting order to invoice

MYOB Action Descriptions (r9465, r9466, r9469)

  • Updated descriptions for MYOB actions
  • Added spinner while actions working
  • Added refresh on MYOB actions
  • Comparison coloring to pivot table
  • Updated MYOB dashboard menu with pivot tables
  • Layout pivot table header colors

🛠️ MYOB Items & Inventory (June 2025)

Build Items (r9486, r9488, r9489)

  • Build MYOB items action
  • Build materials for MYOB
  • Item component list to build items popup

Inventory Management (r9484, r9490, r9491, r9492, r9497)

  • UpdateMyobInventoryStatAction.ts on Sale
  • UpdateMyobStatsAction.ts on MYOB Inventory
  • Popover for inventoried MYOB items
  • Added to older views
  • MYOB Reorder Screen
  • Assembly items support

MYOB Sync Improvements (r9482, r9483)

  • Fixed duplicates from update after create
  • BOM items converted to Product Services
  • Fixed error checks when pushing Order to MYOB

🏪 Shopfront Development (April-May 2025)

Address Field Widget (r9393, r9396, r9397, r9398, r9401)

  • AddressField widget
  • Dropdown for company/contact addresses
  • View mode becomes edit mode when parent is in edit
  • Fixed saving on new company/customer popups
  • Fixed custom items in address dropdowns (r9545)

Terms Configuration (r9393)

  • Terms added to Config/ConfigManager.cs

🎯 Reckon Integration Enhancements (May 2025)

Reckon Invoices (r9429, r9455)

  • Sales order to Reckon Invoice
  • InvoiceToReckonInvoiceAction.ts
  • ReckonDashboardMenu (r9422)

Reckon Quote Actions (r9441)

  • Quote to Invoice action on Sale

Reckon Jobs (r9544)

  • Action to push jobs to Reckon

📝 Sales Line Features (April-June 2025)

IsVisible & IsActive (r9389, r9404, r9405)

  • Added to Order Lines and Invoice Items
  • Default to true via updater
  • Eye icon update fix (r9403)
  • Conversion actions copy IsVisible field

Subtotal Lines (r9389, r9403, r9405)

  • Quantity syncs with Header line
  • Tax calculation for display in reports
  • Bundle subtotal line creation improvements

Icons & Popovers (r9436, r9440, r9490, r9492)

  • Icon on jobs in quote lines
  • ReckonItemsPopover.vue
  • StockLocationsPopover.vue
  • MyobInventoryPopover.vue
  • Removed Vue.Set from SalesOrderLine (r9442)

💼 Department & Customer (April 2025)

Department Change Event (r9380)

  • Ticket 3691, 3468: Department change event in Edit Mode
  • Redid NewCustomerFabricModalPopup.vue mappings

Birthday Field (r9379)

  • Added Birthday back in

🔍 Search & Filter (April 2025)

Sparkline & Pivot Fixes (r9324)

  • Model fields for Sparkline/SparklineRender.vue
  • PivotTable.vue targeting fields like recordKey
  • AggregateCardV2.vue improvements

📅 Quarter 3: July - September 2025

💰 Sales Order & Invoice Features (July 2025)

Partial Invoice (r9518, r9520, r9525, r9530)

  • Partial invoice sales order in Sale
  • Prevent invoicing fully invoiced lines
  • Default invoiced quantity to order line quantity
  • Disable create button when no lines selected
  • Partial invoice to quote lines on sale view
  • Correctly allows lower number than line quantity

💵 Currency Support (June-July 2025)

Multi-Currency (r9504, r9505)

  • Currency Symbol added to Currency
  • MYOB Currencies integration
  • Currencies on Suppliers
  • Link Suppliers to PO
  • Currency sent to MYOB with PO
  • Updated MYOB SDK
  • Currency for Bills and Receipts
  • Currency passed in BillToMyobBillHelper

📊 Job Management (July 2025)

Job Layout V2 (r9506, r9509, r9510, r9511, r9512, r9513)

  • Sale on a Ticket (WIP)
  • Enable Gantt action works in CreataRecord layout
  • Export to PDF in Gantt view
  • Signature editor in default V2 job layout
  • Collection table actions in contacts tab
  • Job Layout 2 fixes

Job Status (r9508)

  • Fixed job Status
  • LinkedRecordValue.ts checks for __key

📊 Dashboard Expansions (July 2025)

Timesheet Dashboard (r9515, r9517)

  • Timesheet Dashboard
  • timesheetentry.json
  • Create Timesheet Action
  • SendReckonTimesheetAction.ts for Table View

Bill Dashboard (r9501)

  • Bill Dashboard
  • Fixed Receipted on Bill hanging
  • Popup of PO for Bill
  • Cleanup Purchase Order Dashboard for MYOB
  • MyobAssemblyPopover.vue for ViewLine.vue
  • UpdateMyobInventoryStatComponent includes Assembly items

MYOB Items Sales (r9507)

  • MYOB items sales table

📋 Quote Boards (July 2025)

Sales Quote Board (r9516, r9519)

  • Added sale quotes board
  • ShowQuoteBoardsAction.ts
  • Total for Quote board
  • Fixed product service loading with price lists

🔄 Workflow Improvements (July 2025)

Campaign Workflow (r9521, r9522, r9529, r9541)

  • Web hook issues fixed
  • Campaign workflow changes:
    • Remove tags from editors
    • Click and open checks customization
    • Hide click link action
    • Campaign message links to send email action

🛠️ HTML Template (July 2025)

Aggregate Support (r9524, r9528)

  • Can calculate aggregates for templates
  • Added html template aggregates

📝 Purchase Order Lines (July 2025)

Custom Fields (r9531)

  • Date fields on PO lines updated from custom fields

🎨 Table Improvements (July 2025)

Horizontal Scrolling (r9532, r9533, r9534, r9535)

  • Table builder horizontal scrollbar options
  • Table header scrolls with table
  • Fixed sticky header when searching
  • Settings to contact and company dashboard tables
  • Swapped default scrollbar colors

🔍 Other Improvements (July 2025)

Bill Number Override (r9550)

  • Bill Number overrides Reckon Bill RefNumber
  • Clean up Tax total for PO to Receipt

Reckon Bypass (r9551)

  • Method to bypass auto-added fields in Reckon

File Upload (r9552, r9554)

  • File size limit in Settings BO
  • Limits to Uploader with resize

Export Control (r9553)

  • Allow Export Role on TableBuilder.vue

Meta Info Fix (r9537)

  • Data source criteria check outside unrelated if statement

Task Fixes (r9538, r9539)

  • SucessfullTask.ts Action
  • Fixed leads popup in CompanyInfoHeader.vue
  • Fixed dups when adding leads
  • Link to Lead Tracker on new Sale
  • EmailContacts.ts on Task
  • ComponentPurchaseOrderModal doesn't go to Select PO

🔐 Security (July 2025)

Field Filtering (r9548)

  • Detail view fields filter out fields with '@this' if Entity has no Oid

📅 Quarter 3 (Continued): August - September 2025

🎨 Column Styling (August 2025)

Column Width & Styles (r9555)

  • Column chooser options for width
  • Additional styles on visible columns for all lines editors

Pill Enhancements (r9484, r9536)

  • Added length on text pill
  • Changes on pill display

🔒 Security (August 2025)

Admin Protection (r9556)

  • Prevent Admin user from being deactivated

Hidden Roles (r9585)

  • Hidden Roles passed through Meta info
  • Column chooser, Detail View, Record Properties hide based on roles
  • Hide Reckon role on fields from Reckon customize types

📦 Product Bundles (August 2025)

Bundle Items (r9557, r9558, r9559)

  • Layout for bundle items tab
  • Missing fields for Reckon data in jobs layout
  • Missing properties in JSON

🖼️ Job to Reckon Images (August 2025)

Action Images (r9560, r9561, r9563)

  • Images for push job to Reckon action
  • Image cleanup
  • Error image added
  • Catch Error on JobToReckonAction
  • ReckonObjectSpaceWatcher for Invoices
  • Context menu support

👥 Contact Management (August 2025)

Contact Features (r9563, r9591, r9592)

  • New sale on Contact links to Lead Tracker
  • New Colleague to ContactContactsTab.vue
  • Avatar.vue added
  • Add colleague to ContactInfoHeader.vue
  • Improvements to CompanyInfoHeader.vue

📊 Pivot Tables (August 2025)

Pivot Tab Management (r9565)

  • Allow delete and hide if only one pivot tab

💲 Discount Features (August 2025)

Quote Discounts (r9567, r9569)

  • Apply discount on all quote lines (Layout V1)
  • Fixed price mod column view mode
  • Fixed price mod column options

🗓️ Task Scheduling (August 2025)

Task Due Date Fix (r9568)

  • Fixed DueDate reset by ScheduledStart
  • Mappings order: ScheduledStart first, then DueDate
  • Fixed address issue in ActivityAppointmentModal.vue

🔗 Xero Enhancements (August 2025)

Xero Tables (r9570, r9576)

  • Tables for contacts and products
  • SaleDetailViewCustomizer for Xero
  • Quote lines Xero icon
  • Xero in InvoiceContent.vue

📝 Quote Lines (August 2025)

Quote View Improvements (r9571, r9572, r9573, r9574, r9575, r9577)

  • Group item support
  • Fixed header horizontal scroll and positioning
  • Header position detection for fixed header
  • Fixed scrollbar position issues
  • Changes on quote view
  • Save action to quote lines table header

🎯 Action Confirmation (r9579)

  • "Are you sure" on sale actions

📋 Scrolling Tables (August 2025)

ScrollableTableMixin (r9580, r9581, r9582)

  • Code moved to mixin
  • Added to invoice lines, sales orders, purchase orders
  • Fixed header width when scrollbar not visible
  • Fixed dancing checkbox on PO lines tax inclusive
  • (Blanks) option on Linked Customer Pill
  • Improved header width calculation
  • Drag and drop enabled
  • Job Type Edit drag and drop for Statuses
  • Blanks filter in link columns

🔄 Workflow Blocks (August 2025)

StringToDate (r9583, r9590)

  • StringToDateActivity Block
  • Added d/M/YY format

🎨 Custom Fields (August 2025)

HTML Custom Fields (r9584)

  • IsHtml for custom fields

📧 Email Actions (August 2025)

SendEmailTemplate (r9586)

  • SendEmailTemplateAction.ts for Job and Sale
  • RunReportAction for Sale and Job
  • Address lookup remove/add/move

💼 Opportunity Management (August-September 2025)

Jobs on Opportunities (r9587, r9594)

  • Jobs Tab on Opportunity
  • Create Jobs on Opportunity
  • New Job on Opp board
  • Fixed Edit.vue on BasicTable LinkedRecord
  • HtmlTemplate.vue can use @recordKey

Opportunity Board (r9591, r9596)

  • OpportunityBoard.vue improvements
  • Fixed Opp Detail View with security

📎 Attachments (August 2025)

Attachment Scroller (r9593)

  • Scroller for attachments if many exist

🔐 Security & Login (September 2025)

Login Improvements (r9596, r9598)

  • Reset password workflow
  • ExtendedSecurityRole layouts
  • Fixed login issue (store.js didn't load CreataCRM User)
  • Xero Settings in SecurityModuleRoles.cs

🛒 Shopfront System (September 2025)

Shopfront Features (r9599, r9600, r9601, r9602, r9603)

  • Shopfront layout development
  • Fixed criteria with price list and category
  • Fixed repository filter removal
  • Cards display message when no data
  • Display price list in product display
  • Expander for tree list
  • Tree list uses repository filters
  • Clickthrough to product shop card
  • Access to defaultImage, navLayoutName
  • ViewShortcuts in CreataApp
  • Option to view items without customer
  • Company icon only visible if customer selected

🔍 Product Variants (September 2025)

Variant Support (r9616, r9617, r9618, r9619)

  • Product Variant Beta
  • Cart item description as HTML
  • Changed "no image" image
  • Display variant options in shop cards
  • Category data optimization
  • Category search (top-level only)
  • Product variants BO removed
  • Removed default warehouse in Sale AfterConstruction
  • Removed ProductVariantController.cs

🎨 UI Polish (September 2025)

Button Styling (r9621)

  • Added style to Button
  • Fixed BasicTable LinkedRecord bug
  • Fixed opps view and save

MYOB Committed Quantity (r9620, r9622)

  • QtyCommittedOnComponents on MYOB
  • Missing item number field

🔗 Xero Integration (September 2025)

Payment System (r9623, r9624, r9626, r9627)

  • Fixed multiple tracking category issue
  • Send payment to Xero
  • Auto-update on Creata side when authorizing
  • Fixed tax inclusive lines
  • Payment sync for Xero
  • Payment saving when sending
  • Remove catch block for exceptions
  • Xero info details clickthrough
  • Amount due update when sending payment

Opportunity Numbering (r9625)

  • Template for numbering on Opportunity

📄 PDF Upload System (September 2025)

Purchase Order PDF (r9628, r9629, r9630, r9631)

  • UploadPurchaseOrderPdf (sales orders)
  • Turn off plugins temporarily
  • OpenAiApiKey integration
  • Removed custom.js addon

📅 Quarter 4: October 2025

📊 Performance & Logging (September-October 2025)

Telemetry System (r9632, r9633, r9634, r9635)

  • telemetry.js for Vue/JS performance monitoring
  • Metrics: TTFB, load times, Web Vitals, XHR timing
  • ClientLog entity for backend logging
  • Widget load time reporting
  • Performance documentation:
    • CRM_PERFORMANCE_ANALYSYS.md
    • CRM_PERFORMANCE_TESTING_GUIDE.md
    • Updated DEVELOPMENT_NOTES.md
  • Size of field updated

🛒 Shopfront Redesign (October 2025)

ProductSearch Component (r9638, r9639, Current)

  • New Bootstrap-styled search
  • API-integrated with debouncing
  • Product suggestions with images/prices
  • Keyboard navigation
  • Creatablue theme (#2C86D3)
  • Loading states and error handling

Customer Selection UI (r9639, Current)

  • Bootstrap card with step badge
  • Gradient background
  • Hover effects
  • Custom templates

Cart Management (r9637)

  • Clear cart data on sale creation

🌲 TreeList Enhancements (October 2025)

Search & Clear Styling (r9640, Current)

  • Bootstrap-styled search input
  • Clear button with icon
  • Parent criteria from widget config (r9637)
  • Creatablue theme

💼 Sales Initialization (October 2025)

Quote & Order Actions (r9641, Current)

  • Fixed NewSaleQuoteAction.ts
  • Fixed NewSaleSalesOrderAction.ts
  • QuoteDate defaults to current date
  • LeadTracker integration
  • Conditional LeadTracker.Sale assignment

🔧 Job Workflows (October 2025)

Component Purchase Orders (r9642, r9643, r9644, r9645)

  • Create component PO from job
  • JobConversionHelper.ts
  • Non-inventoried items text
  • Fixed product card clickthrough
  • Merge improvements

Job to Sales (r9646, r9647, r9475)

  • Job to Sales Order/Sale action
  • Clarification text for linking
  • Sales Order to Job ComponentJobComponent.vue

📄 PDF Upload Improvements (October 2025)

AI Extraction (r9648, r9661, r9663)

  • Fixed reactivity after AI extraction
  • Added index for Vue reactivity
  • Default product for PDF uploads
  • Backend and UI integration

📥 CSV Import System (October 2025)

CSV Processing (r9649, r9653, r9654, r9655, r9662)

  • CSV to JSON client action
  • CsvImportAction.ts
  • CsvImportActionComponent.vue
  • CsvImportActionOptions.vue
  • Fixed targeting
  • Style improvements
  • Informative help text

🔌 Client Plugin System (October 2025)

Custom Layouts (r9656, r9657)

  • Override displayed layout
  • Create new views for layouts
  • Plugin/Layouts/Layouts.cs
  • Example layouts (test-new-job, test-new-shop)
  • Documentation in custom.js

📦 Product Management (October 2025)

Product Bundles (r9659)

  • Product bundles dashboard view
  • ProductBundlesList.vue
  • Navigation update

🐛 Bug Fixes (October 2025)

Data Filtering (r9658, r9660)

  • Fixed nullable DateTime filtering
  • Fixed search with quote character (')

Discount Calculations (r9664, r9665)

  • Fixed in quote footer
  • Fixed in sales lines editor widget

MYOB Shipping (r9666)

  • Truncate shipping method to 20 characters

📊 Summary Statistics

By Quarter

Quarter Commits Period Key Focus Areas
Q1 ~70 Jan-Mar Layout V1, Rich Text, MYOB Sync, Dashboards
Q2 ~160 Apr-Jun Fulfilments, MYOB Sales, Purchase Orders, Currency
Q3 ~80 Jul-Sep Partial Invoice, Xero, Shopfront, Variants
Q4 ~60 Oct Performance, Search UI, PDF Upload, Plugins

By Category

Category Features Impact
MYOB Integration 50+ High
Sales & Quotes 45+ High
UI/UX Improvements 40+ High
Dashboards 30+ Medium
Fulfilment System 25+ High
Xero Integration 20+ Medium
Reckon Integration 20+ Medium
Job Management 18+ Medium
Performance 10+ High
Security 8+ Medium
Workflows 8+ Medium

By Developer

Developer Commits Percentage
josh ~180 49%
reece ~190 51%

🎯 Major Milestones

January 2025

  • ✅ Layout V1 complete redesign (Companies, Contacts, Jobs)
  • ✅ Rich text editor collection merge system
  • ✅ Survey integration across all major modules

February 2025

  • ✅ Dashboard system expansion (Company, Contact, Xero, MYOB, Reckon)
  • ✅ Timesheet 5-day week support
  • ✅ Asset management enhancements
  • ✅ Legacy code cleanup

March 2025

  • ✅ MYOB sync system overhaul (retry logic, date tracking)
  • ✅ Report parameter system
  • ✅ Chart enhancements (tooltips, custom text)
  • ✅ Table builder width support

April 2025

  • ✅ CreataRecord migration (major refactoring)
  • ✅ Back order system implementation
  • ✅ Address field widget
  • ✅ Plugin integration framework

May 2025

  • ✅ Multiple fulfilments support
  • ✅ Campaign performance optimization
  • ✅ Credit note system
  • ✅ MYOB surcharge support
  • ✅ Multi-currency implementation

June 2025

  • ✅ MYOB Quote and Order widgets
  • ✅ Component purchase order from sale
  • ✅ Product image display in lines
  • ✅ Reckon invoice actions

July 2025

  • ✅ Partial invoice system
  • ✅ Job Gantt and signature support
  • ✅ Quote board implementation
  • ✅ HTML template aggregates
  • ✅ Scrolling table mixin

August 2025

  • ✅ Drag and drop support
  • ✅ Security role filtering
  • ✅ Job to Reckon with images
  • ✅ Avatar system

September 2025

  • ✅ Shopfront beta implementation
  • ✅ Product variant support
  • ✅ Xero payment system
  • ✅ Performance monitoring (telemetry)

October 2025

  • ✅ ProductSearch component (API-driven)
  • ✅ Client plugin system
  • ✅ CSV import workflow
  • ✅ PDF upload AI improvements
  • ✅ Bootstrap + creatablue theme standardization

🚀 Top 10 Features of 2025

  1. Performance Monitoring System — Complete telemetry infrastructure
  2. Fulfilment System — Pick, pack, ship with multiple fulfilments
  3. MYOB Complete Integration — Invoices, Quotes, Orders, Sync, Inventory
  4. Shopfront & Product Search — API-driven, Bootstrap-styled, variant support
  5. Client Plugin System — Custom layouts and extensibility
  6. Multi-Currency Support — Bills, receipts, purchase orders
  7. Layout V1 Redesign — Companies, Contacts, Jobs with all actions
  8. Rich Text Collection Merge — Templates with totals and custom fields
  9. Dashboard System — 15+ new dashboards across modules
  10. Xero Payment Integration — Send and sync payments

💡 Innovation Highlights

Performance

  • Telemetry tracking for frontend performance
  • Widget load time monitoring
  • Optimized record loading strategies

User Experience

  • Bootstrap + creatablue theme consistency
  • Keyboard navigation in search components
  • Hover-edit for layout items
  • Drag and drop for reordering
  • Loading spinners and progress indicators

Integration

  • MYOB: Complete sales cycle (Quote → Order → Invoice)
  • Xero: Payments, tracking categories, authorization
  • Reckon: Jobs, invoices, estimates
  • Multi-system support across plugins

Workflow Automation

  • Campaign click/open tracking
  • Auto-fulfilment notes
  • Lead tracker auto-linking
  • Backorder creation and linking
  • Component PO from jobs/sales

Data Management

  • CSV import with mapping
  • PDF upload with AI extraction
  • Multi-currency support
  • Product variants
  • Bundle management

🔧 Technical Improvements

Architecture

  • CreataRecord migration (proxy removal)
  • Plugin injection system
  • Scrollable table mixin
  • Custom layout framework

Code Quality

  • Removed all debugger statements
  • Legacy code cleanup
  • Better error handling
  • Retry logic for API calls

Security

  • Hidden role filtering
  • Admin protection
  • Field-level security
  • Export role control

📖 Documentation

  • CRM_PERFORMANCE_ANALYSYS.md
  • CRM_PERFORMANCE_TESTING_GUIDE.md
  • DEVELOPMENT_NOTES.md
  • PurchaseOrderPdfUpload.md
  • Plugin examples and comments

Generated from SVN log: r9296 - r9666 (370 commits from January 10, 2025 to October 17, 2025)

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