CreataCRM Features Added from r9667 to r9875

Period: October 17, 2025 - February 10, 2026
Total Commits: 208 revisions (r9667 - r9875)
Contributors: Josh, Reece

📅 October 2025

🔄 MYOB Integration Improvements (October 2025)

Invoice Sync (r9668)

• MYOB invoice sync now uses correct filter on date and last payment date when syncing data from MYOB

📧 Email Enhancements (October 2025)

Exchange Integration (r9672)

• Improvements with Email popup with Exchange
• 2025 feature list documentation

🛠️ Job Management (October 2025)

Component Purchase Orders (r9673)

• Fixed component Purchase Order on Jobs
• Added mappings for component purchase orders to work correctly

📅 Scheduler Improvements (October 2025)

Activity Modal Enhancements (r9674)

• Added address search for location field in scheduler activity modal popup
• Added option for default new customer when creating customer from activity scheduler modal

📊 Table Builder Enhancements (October 2025)

Grouping Options (r9675)

• Table builder add disable grouping option
• Grouping for any column that uses a collection editor is always disabled

🔗 Data Model Updates (October 2025)

Job Associations (r9676, r9677)

• Removed many to many associations on Job
• Project file updates

📍 Address Search (October 2025)

Sale Address Improvements (r9679)

• Address search on SaleAddressEdit.vue includes company now
• Added criteria for Notifications

💰 Sales & Reckon Integration (October 2025)

Ship Date Support (r9680)

• Add ShipDate to Sale BO
• When sending sale quote or order to Reckon add ShipDate to the invoice

🔧 System Improvements (October 2025)

Field & Action Updates (r9681, r9682)

• Fixed aliases on job link classes
• Required fields override for actions and record space merging required fields from actions

📅 November 2025

📦 Purchase Order Enhancements (November 2025)

Material Management (r9683)

• Added order to SaleAddMaterialsAction
• Created AddMaterialLinesToPurchaseOrderAction
• Added header to ProductServiceDisplay.vue

🏢 Supplier Management (November 2025)

Supplier Dashboard (r9684, r9685)

• Improvement of SupplierDetailView.vue
• Added Product Tab and Bill Tab
• EmailAddress on Supplier to verify button
• Clean of SupplierDetailView and added actions buttons Layout/SupplierDetailViewLayout.ts
• Created SupplierDashboard
• Fixed BillViewMode.vue and BillEditMode.vue crashing
• Fixed PurchaseOrderDetailView.vue not loading

🏢 Company Features (November 2025)

Parent Company Support (r9686)

• On Company use ParentCompany option

🔌 Integration Services (November 2025)

Slack Integration (r9687, r9688)

• Added a Slack controller
• Fixed up the SlackEventsController

⚙️ Workflow Enhancements (November 2025)

Workflow Blocks (r9689)

• Added UnixTimestampToDateActivity block

📋 Board Improvements (November 2025)

Drag and Drop (r9690)

• Improvements with dragging and dropping for boards

📊 Opportunities & Leads (November 2025)

Display Enhancements (r9691)

• Added orderby for opps and leads and style improvements

💰 Price List Management (November 2025)

Price List Detail View (r9692, r9694)

• Add expression editor
• Add price list detail view, add rules action and update cache action
• Improvements on Price List BasicTable.vue
• Added Pagination
• Added Expression editor
• Added 2 Actions AddCompaniesAction.ts AddContactsAction.ts
• Improvement design for Price List

🎨 UI Components (November 2025)

Opportunity Cards (r9693)

• Added a popup layout 2 for Opportunity/OpportunityCard.vue
• Improvements to arrange of widgets connected to it

🏢 Company Divisions (November 2025)

Division Management (r9695, r9696)

• Added DIVISION button on company
• Added AttachDivisionsAction.ts

🔍 Search Improvements (November 2025)

Linked Record Search (r9697)

• Allow searching in all linked record columns header filter select thing

📝 Editor Enhancements (November 2025)

Basic Editor (r9698, r9699)

• Improvement to basic editor
• Added NumberCompare

🎨 Styling Updates (November 2025)

Style Standards (r9702, r9705)

• Fix the BasicTable/BasicTableBody.vue deep issue
• Added styles on summary
• BasicTable.vue refresh false
• Style improvements for creatacrm
• Starting to make style standards

⚙️ Workflow & Notifications (November 2025)

Expression Editor Integration (r9703, r9704)

• Commit changes when updating workflow service name
• Increase z-index of notifications window so it sits over the scrollable table header
• Expression editor - fix duplicated suggestions
• Add expression editor to custom field expression for calculated field
• Use expression editor to allow criteria of Notifications to be edited

💰 Sales Lines Editor (November 2025)

Quantity Fixes (r9706)

• Fix sales lines editor attempting to set the Quantity on a line to the old value of the product service field when it changes

🎨 Modern Line Items (November 2025)

UI Components (r9707, r9708)

• Added ModernLineItem.vue WIP and other fix ups
• Fix up vuejs/creatacrm-components/vue.config.js because of typescript issue fork-ts-checker parallel: false
• Improvement with SaleLinesEditor/Lines/

📊 Survey System (November 2025)

Survey Features (r9711, r9712, r9717)

• Add survey detail view
• Add survey editor widget
• Add survey results table widget - auto generate table config based on survey questions, switch to different config for different survey
• Add generate table config action - generate table config based on survey, overwrite existing or create new if not exists
• Detect changes in survey and ask to update changes to table config
• Surveys save ranking answers
• Fix display of date fields in results table
• Add indicator to survey editor if there are unsaved changes
• Change display column of checkbox field to drop-list
• Remove some debugger statements

💰 Reckon Sales Integration (November 2025)

Quote & Order Actions (r9713, r9714, r9715, r9716, r9719)

• Added complete code for createorder and createquote
• Added 2 reckon actions from Reckon:
  • Create Reckon job off a sale
  • Link reckon jobs from customer
• Link reckon jobs on orders section
• Added popup create job
• Sales quote to reckon jobs
• NewSaleOnOppsComponent.vue spinner
• Fix up ReckonGroupItem as it was not saving of sales order
• Added groups to display on ReckonSalesOrderDetailView.vue
• Fix sending groups to Reckon sales order

🛠️ Job Creation from Sales (November 2025)

Component Items (r9718, r9726, r9727)

• On Sale Detail Layout v1, on create Job on Quote
• Added Component Items
• Custom job Name popup
• Changed save on the sale to check if there is no customer
• Also added create jobs to OrderContent.vue and CreateJob
• PO Drop Down on QuoteContent.vue

📦 Purchase Order Improvements (November 2025)

Supplier Filtering (r9721, r9722)

• Searching for Item on Purchase Order Line can be filtered by linked Supplier if setting in Settings bo is enabled
• Fix being able to create purchase order from Sales Order Lines on Sale when there are no Sales Order Lines
• Purchase order action on v1 sale view now uses component select modal
• Purchase order line field on quote item noncloneable
• Slightly changed quantity check when creating line data in ComponentPurchaseOrderModal
• Fix non-record space issue in SalesOrderToInvoiceAction

💰 Reckon Groups (November 2025)

Group Handling (r9723, r9724, r9725)

• Fix up Reckon Groups for CreataCRM Sale order to Reckon Sales or invoice
• Improvements to the Purchase order on a QuoteContent.vue
• Missing elements to the purchase order on quotecontent

📋 Quote Approval (November 2025)

Approval System (r9728)

• Added SaleQuote Approval

🎨 UI Enhancements (November 2025)

Command Buttons & Popovers (r9729, r9730, r9732, r9733, r9735, r9736, r9737)

• Added popover on CommandButton.vue
• OrderContent.vue added popover tips
• Alternative color on quotelines
• Added CreataBlue to SaleContentEdit.vue and SaleContentView.vue and QuoteContent.vue
• Fix up on QuoteContent.vue for createjob and more features
• Added Style for SalesOrderLines.vue and others
• Added Styles for Sales for InvoiceContent.vue, PurchaseOrders/PoContent.vue
• Fix up ComponentPurchaseOrderModal.vue, PartialInvoiceFromQuotePopup.vue
• Styles for QuoteContent.vue, PoContent.vue PurchaseOrders/PoContent.vue, OrderContent.vue
• Footer and header for sales

📊 Dashboard Views (November 2025)

Sales Dashboards (r9734)

• Added SalesQuote Sales Order and Sales Invoice Dashboard Views
• Added sideActions on Nav/NavManager.cs

🔌 Plugin Support (November 2025)

Customization (r9738)

• Customise the SaleCustomerEdit.vue and SaleContentView.vue to have plugins

📅 December 2025

🔗 Webhook System (December 2025)

Distribution Service (r9739, r9743)

• Add webhook distribution service
• Modify postal message tag field to include public server url for all non-campaign emails that use the creatamail Postal endpoint
• Add events to hook on and clean up for MiniApp ObjectSpaceProvider
• Cleanup and error handling for webhook distributor

📅 Timeline Enhancements (December 2025)

Campaign Events (r9740, r9741)

• Added CampaignEventEntry.vue for Timeline/DateGroup.vue for Sales
• Added Timeline/TimelineHelper.js for all entry
• Added Styles for TimelineCalendarDateGroup.vue

💰 Reckon Conversion (December 2025)

Group Fixes (r9742)

• Fix up the SalesOrderConverter for Groups again
• Fix up InvoiceConverter for groups again

💰 Sales Creation (December 2025)

Job to Sale (r9744)

• Change sales creation from job - remove option to create sale and just always do it
• Reckon invoice import - if we complete an import if an invoice without setting the Customer, set the Customer to the TopLevelCustomer (if we found it)
• Remove Browsable(false) from TopLevelCustomer property on Reckon Invoice

🎨 Navigation Styling (December 2025)

Menu Updates (r9745)

• New styles for Nav/CreataMenu.vue and Tabs and Contact Tabs

📦 Purchase Order Design (December 2025)

UI Improvements (r9746)

• Creata design for purchase order

📋 Kanban Board (December 2025)

Board Feature (r9747)

• Added Kanban Board

📦 Warehouse Management (December 2025)

Warehouse Features (r9748)

• Warehouse Improvements:
  • Added Flat Items List View
  • Added search in the api WarehouseController.cs to get to pagination
  • Added Menu in the warehouse detail View
  • Added 3 actions:
    • Add location
    • OpeningStockComponent.vue
    • OpeningStockTrackedComponent.vue

📊 Survey Fixes (December 2025)

Loading Issues (r9749)

• Fixing up survey not loading

🛠️ Job to Sale Order (December 2025)

User Experience (r9750)

• Fix up Job to Sale Order
• Better user experience
• Popover and click to Sales
• Also fixing tool tips on scheduler not working

🔒 Security Roles (December 2025)

Customer Restrictions (r9751)

• Added New Security Roles that stops users from adding Customers

🔄 Reckon Sync (December 2025)

Deduplication (r9752)

• Dedup the items from controller in ReckonSync

🔢 Number Templates (December 2025)

Template Enhancements (r9753)

• Fix number template prepend requiring data between its brackets
• Add Count option to number template - returns number of items of current type in the database plus one (1)
• Prepend is now optional in a number template, if no prepend is specified PrependCount will do the same thing as Count

📧 Email Templates (December 2025)

Error Handling (r9754)

• Add Error on Sending Merge Templates, doesn't hide

📅 Email Events (December 2025)

Timeline Integration (r9755)

• Added email events on Opportunities/OpportunityDetailView.vue for timeline
• Added Nav/NavManager.cs email menus
• Activity attached when sending email

💰 Reckon Invoice (December 2025)

Crash Fix (r9756)

• Sending Reckon invoice on a Sales order when creating a contact and then a invoice crash on creating a invoice, fix this

📅 Scheduler Filtering (December 2025)

Activity Type Filter (r9757)

• Added a Activity Type Filter for the Scheduler.vue
• So users can narrow down the Activity Displayed
• Right delete for Tasks and Activity

📋 Board Popovers (December 2025)

UI Fix (r9758)

• Fix the popover popup on boards

📱 Mobile Upgrade (December 2025)

Framework Updates (r9759, r9760, r9761-r9777)

• Update mobile to Quasar 2 + Vue 3 + Node 22
• Upgrade to Node 20
• Multiple build script fixes for:
  • NVM version handling
  • Quasar build issues
  • ESLint configuration (changed console.log and debugger from "error" to "warn")
  • Java 21 upgrade on server
  • Gradle daemon issues
  • Gradle version upgrades (8.0.2 → 8.5 → 8.13)
  • Android Gradle Plugin compatibility
  • Missing version properties in build.gradle

📅 January 2026

📱 Mobile App Improvements (January 2026)

Login & Configuration (r9807, r9808, r9810-r9818)

• Fix reckon invoice line view
• App settings now affects options in the main nav without having to refresh the view
• Fix login and other fixes
• Increased retry limit: from 50 (5 seconds) to 150 (15 seconds) to allow more time for slow API calls
• Improved logging: logs every 10 retries to reduce noise, and logs detailed config state when it times out
• Ensured retry starts in mounted: even if config isn't ready, it starts the retry logic
• Fix up logging and other improvements
• Move debug console to appsettings

Date & Time Input (r9819)

• Added new date picker for time like Apple which was called CrmTimeInput.vue does date and time
• Added save loaded for ActivityModalContent.vue and others

Detail View Fixes (r9820)

• Fix dial on the detail views

🎨 Layout Designer (January 2026)

Detail View Layouts (r9821, r9822, r9823, r9824)

• Added DetailViewLayout for Mobile
• This is the CompanyDetailView.vue
• Added DetailViewLayout designer
• Fix the issue when we have web hooks from site.creatacrm.com/api/Postal/All it will handle this
• Added missing item
• Add another missing file

📊 Survey System (January 2026)

Standalone Survey (r9825, r9826)

• Reduce the Survey from 200mb vue js to 1 mb size which we can add to the web Site
• Added survey-entry.js

📱 Android App (January 2026)

Download Support (r9827, r9828)

• Adding Download to Android
• Fixing up the dialing of the phone on the app

🎨 Designer Enhancements (January 2026)

Settings & Tabs (r9829, r9830, r9831, r9832, r9833)

• Added Types and edit settings for Designer.vue
• Added Tabs on Mobile for CompanyDetailView.vue for DetailViewLayout
• Added designer to ContactDetailView.vue on Quasar
• Added database updates for mobile for company and contact detail view
• Added reckon plugin
• Fix download link

📊 Survey Printing (January 2026)

Print Support (r9834)

• Added YYYY-MM-DD mm:ss on StringToDateBlock.cs
• Add Print to Survey to Job company and contact

📅 Date Tracking (January 2026)

Last Email Date (r9835)

• Added LastEmailDate on Contact Company and Opportunities
• Add LastEmailDate property to Company.bo.cs
• Add LastEmailDate property to Contact.bo.cs
• Add LastEmailDate property to Opportunity.bo.cs
• Update Activity OnSaving to set LastEmailDate for Email activities
• Added LastStageChangedDate Field on Opportunities
• ActualWonDate Field - Added to Opportunity.bo.cs with UtcTimeZoneConverter, automatically set in the OnChanged method when Status changes to ClosedWon
• ActualLostDate Field

⚙️ Workflow Blocks (January 2026)

Null Handling (r9836, r9837)

• Add a NullCheckActivity block before your StringToDateActivity
• Set the TheObject input to your date data source
• The activity will output IsNotNull as true or false
• Use an If/Then condition block with the IsNotNull result
• Add date been null in SetMemberValueActivity.cs

📋 Process Management (January 2026)

Process Editor (r9838, r9839)

• Added A new process to ProcessList.vue with delete process
• Added Assign to another Stage in ProcessEdit.vue

💰 Reckon Sync (January 2026)

Invoice Sync Action (r9840)

• Added a Action to Sync a Reckon Invoice and improve or fix invoiceSync for Reckon

📁 Document Management (January 2026)

Image Preview (r9841)

• Added Preview for images for DocumentFolders.vue

🐛 Bug Fixes (January 2026)

CMS Crash Fix (r9843)

• Fixed CMS crash relating to MyobObjectSpaceWatcher registering handlers for ManyToManyAlias collections
• The bug was exposed when SalesOrder.Jobs, Job.SalesOrders, Invoice.Jobs, Job.Invoices ManyToManyAlias properties were accessed
• The fix handles both XPBaseCollection and XPManyToManyAliasList

📊 Collection Enhancements (January 2026)

Nested Properties & Templates (r9844)

• Enhanced Collection and CollectionPill components with nested property support and calculated captions
• Fixed blank pill display issue by using getPropertyValue() for Record objects
• Added support for nested property access using dot notation (e.g., "Item.Name", "Item.QuantityOnHand")
• Implemented template expression support for calculated captions combining multiple fields
• Fixed DevExtreme E1047 error by disabling header filtering for collection-pill columns
• Updated deprecated DxHeaderFilter allowSearch to use search.enabled syntax
• Fixed NullReferenceException in FilterConverter.cs when searching collection columns
• Fixed SQL conversion error when filtering collection columns with template expressions

💬 Popup Comments (January 2026)

New Column Type (r9845)

• Added new "Popup Comments" column type for TableBuilder
• Target: Text/String fields with multiline comment support and timestamp notes
• Features:
  • Popup modal editor with CreataCRM brand styling
  • Multiline textarea with auto-focus
  • "Add Note" button that prepends timestamped entries
  • Timestamp format: [DD/MM/YYYY HH:mm:ss] followed by two line feeds
  • Configurable fixed column width and maximum height
  • Scrollable view with word-wrap support

📅 Timeline Calendar (January 2026)

Company Timeline (r9846)

• ShowTimelineCalendarAction.ts - Action class
• ID: 'show-timeline-calendar:Company'
• Icon: calendar
• Color: #2C86D3
• Requires a single Company record
• ShowTimelineCalendarActionComponent.vue - Vue component that shows UiFabricModal with TimelineCalendar

🐛 Sales Order Fix (January 2026)

Object Reference Error (r9847)

• Ticket 4029 - Edit Sales order - 'Object reference' error

🔍 Polymorphic Filtering (January 2026)

Collection Filter Fix (r9848)

• Fixed polymorphic collection filtering for DevExtreme TableBuilder
• Problem: Filtering on polymorphic collection properties (e.g., MyobItem.Name in ItemSalesOrderLine) was causing InvalidPropertyPathException
• Solution:
  • Enhanced polymorphic filter detection to handle AggregateOperand
  • Updated all filter detection methods
  • Fixed in-memory filtering evaluation to use contains matching (case-insensitive)
  • Added comprehensive debug logging

🐛 Job Invoices (January 2026)

Non-clonable Fix (r9849)

• Ticket 4037 - Added nonclonable to Invoices on jobs

💰 Price List (January 2026)

Expression Validation (r9850)

• Price List In update cache swal a warning on bad Expressions
• Added Edit and Save and View on the layout

💰 Reckon Groups (January 2026)

Group Preservation (r9851)

• SalesOrderLines.vue - Fixed PreventGroupModification default value: changed from true to false so groups are editable by default
• Fixed bundle loading: updated search criteria to include bundles even when a price list is active
• Fixed endless spinner: handled empty bundles by creating header/subtotal and properly closing the modal
• ReckonSettings.cs - Added PreserveGroup property (defaults to true)
• SalesOrderConverter.cs & InvoiceConverter.cs - Updated all methods to check both PreventGroupModification AND PreserveGroup
• Fix Reckon XML generation issues and add diagnostic logging
• Fix empty address/company name causing XML parsing errors
• Add XML sanitization for CustomerAdd/Mod

📎 Opportunity Attachments (January 2026)

Attachment Fix (r9852)

• Fixed typo: Changed "linkFieldName": "Opportunties" → "Opportunity"
• Added Attachments collection field to Opportunity recordSpace config
• Added OpportunityAttachment type with fields (Oid, Name, Category) and linked fields (Opportunity, Folder)
• Fixed bug in Documents.vue: Changed :LinkToFieldName="recordType" → :LinkToFieldName="actualLinkField"
• Rewrote created() method to detect if linkFieldName is a collection field and derive PayloadType correctly

📋 Kanban Board (January 2026)

Process Persistence (r9853, r9854)

• Fix: Process saving and selection persistence in JobKanbanBoard
• Save process edits to TaskProcess table for virtual kanban mode
• Added saveProcessesToTaskProcess() and calculateStageDiffs() methods
• Extended Preferences.ts with jobKanbanSelectedProcess for persistence
• Use database Oid as process ID instead of nanoid() for consistency
• Process selection now persists across page reloads
• Drag and drop at the right spot

⚙️ Workflow Blocks (January 2026)

Date Formatting (r9855)

• Add missing WorkflowName property to web config

🔔 Push Notifications (January 2026)

Error Handling (r9856)

• Added Try catch to the postpusherNotifer

📅 February 2026

📱 Mobile Layout Designer (February 2026)

Widget System (r9857, r9858, r9859, r9860, r9861, r9862)

• Mobile Layout Designer: Implement widget-based layout system with grid layout support
• Major Features:
  • Mobile layout designer and editor (NavEditor) for configuring mobile menu items
  • Widget-based layout rendering system for mobile devices
  • CSS Grid layout support using areaTemplate for flexible area positioning
  • Mobile layout preview and editing capabilities
• Widget System:
  • TableWidget: Full-featured data table with pagination, sorting, filtering, and row click navigation
  • ChartWidget: DevExtreme charts (bar, line, pie) with aggregated data support
  • BoSearchWidget: Business object search filter with repository-scoped filtering
  • EnumFilterWidget: Enum value filter dropdown
  • ActionsContainerWidget: Action buttons and dropdown menus
  • HeaderWidget: Title display without breadcrumbs
  • ButtonWidget: Command buttons with code action support
  • ModalWidget: Dialog modals with variable binding
  • CardWidget, ListWidget, TextWidget, ImageWidget, HtmlTemplateWidget: Content widgets
  • PlaceholderWidget: Fallback for unsupported widget types
• Layout Features:
  • areaTemplate grid layout: Define area positions using CSS Grid
  • Flexbox area styling: Support for row/column layouts, flexWrap, gap, placeContent, placeItems
  • Repository-scoped filtering: Filters applied per repository within layouts
  • Edit mode: Toggle to show/hide area headers and item labels for cleaner view
• Navigation:
  • Mobile NavEditor: Design and configure mobile menu sections and items
  • Custom items: Support for custom menu items linked to mobile layouts
  • Layout routing: Dynamic routing to mobile layouts via /Mobile/Layout/{layoutName}
• Fix up Web.config added slack and added new tablebuilder api
• Manage layouts design for mobile
• Mobile shop chart

🛠️ Job & MYOB Integration (February 2026)

Order & Invoice Fixes (r9863, r9864)

• Fix order when creating job items in table on job
• MYOB OS Watcher: On Invoice save set Myob Job from a Job if there's a Job that has a MYOB Job linked
• Fix truncation not matching field size when creating invoice lines to send to MYOB

🛒 Mobile Shopfront (February 2026)

Product Card Templates (r9865, r9866)

• Restore and enhance dynamic product card template loading in mobile shopfront
• Restored dynamic template loading functionality
• Re-implemented loadCardTemplate() method to fetch templates from ClientPageResource named "QuasarProductCardTemplateMobile"
• Added fallback mechanism: if handler returns empty, fetches via API
• Enhanced cache-busting for template loading
• Added dynamic mappings support - parses JSON mappings from ClientPageResource.Mappings field
• Added ItemType badge color helper - Maps ItemType values to Quasar color scheme
• Fixed Vue reactivity warning - Wrapped component definition with markRaw()
• Allows clients to customize product card templates without recompiling code

💰 Sales & Reckon Actions (February 2026)

Authorization Fixes (r9867, r9868)

• Fix missing over rights from reckon for SaleDetailView.vue added actions back in and CompanyDetailView.vue
• Authorization working

⚙️ Workflow Blocks (February 2026)

Date Formatting & URL Blocks (r9869)

• Add workflow block for formatting dates - currently only Iso8601, options can be added later
• Modify GetFromUrl block to allow sending a body (optional), changes to Post if body is added

📦 Warehouse & Stock Management (February 2026)

Stock Locations Popover (r9870)

• Added Stock Locations Popover in Quote Lines
• Added StockLocationsPopover component to QuoteLinesGroup.vue
• Matched the format from SalesOrderLines.vue (single with template blocks)
• Consolidated plugin columns (Myob, Reckon, Xero) into single column with templates
• Added IInventory, ReckonItem, and ReckonItemGroup mappings to QuoteContent.vue
• Warehouse Mapping Fixes:
  • Added Warehouse property to FakeQuote object in QuoteContent.vue
  • This ensures Quote.Warehouse is available in QuoteLinesGroup.vue for stock locations popover
• Warehouse Locations Loading:
  • Added async loadWarehouseLocations() function in OrderContent.vue
  • Loads Locations when a different warehouse is selected for fulfilment
  • Fixed null reference error in Actions.js when warehouse.Locations is undefined
  • Added defensive checks for warehouse.Locations before accessing
• UI Improvements:
  • Enhanced warehouse display in PickContent.vue with better styling
  • Improved warehouse selection modal in OrderContent.vue with custom header, description, and styled buttons
  • Updated stock required modal to use table format instead of list
  • Changed warehouse-info background to rgba(200, 228, 250, 0.8) with darker grey text

🛠️ Job Creation (February 2026)

Order to Job Fix (r9871)

• Order to Create Job fix up

📥 File Downloads (February 2026)

Select All Option (r9872)

• Added selected all to download file

💰 Sales Total Editing (February 2026)

Reactive Total Changes (r9873)

• Reactive change of total edit mode will change the fields

📊 CollectionPill Enhancements (February 2026)

HTML Styling & Excel Export (r9874, r9875)

• Enhanced CollectionPill column type with mail merge support, HTML styling, line feed option, and improved Excel export functionality
• Mail Merge Support:
  • Supports ` and[FieldName]` formats
  • Handles nested properties (e.g., Item.QuantityOnHand)
  • Resolves template expressions like Item.Name - Item.Number
  • Properly handles numeric values including 0 and boolean values
• Line Feed Option:
  • Checkbox in Options.vue to display each collection item on a new line
  • CSS styling to change flex direction to column when enabled
• HTML Styling:
  • Checkbox to enable HTML styling
  • HTML editor modal (HtmlFieldEditModal) to edit HTML templates
  • Support for `` placeholder
  • Conditional expression support
  • XSS protection via HTML escaping
• Excel Export Enhancements:
  • "Display HTML in Export" checkbox in TableBuilder toolbar
  • HTML-to-Excel rich text conversion:
    • Converts HTML tags (<b>, <i>, <u>, <span>, etc.) to Excel formatting
    • Preserves font colors, background colors, bold, italic, underline
    • Applies cell fill (background color) to entire Excel cell
    • Supports conditional styling based on field values
  • Plain text export option (default) that strips HTML tags
• Technical Details:
  • Parses HTML using DOM API
  • Converts hex colors to Excel ARGB format (FF + RGB)
  • Maps HTML tags to ExcelJS properties
  • Updated styling: Changed from bright blue (#2C86D3) to lighter blue (#E3F2FD) with darker blue text (#1976D2)

📊 Summary Statistics

By Month

By Category

By Developer

🎯 Major Milestones

October 2025

• ✅ MYOB invoice sync improvements
• ✅ Scheduler activity modal enhancements
• ✅ Table builder grouping options
• ✅ Reckon ShipDate support

November 2025

• ✅ Supplier dashboard and management
• ✅ Price list detail view with expression editor
• ✅ Survey system with auto-generated table configs
• ✅ Reckon job creation from sales
• ✅ Quote approval system
• ✅ Sales dashboard views

December 2025

• ✅ Webhook distribution service
• ✅ Timeline campaign events
• ✅ Mobile app upgrade to Quasar 2 + Vue 3 + Node 22
• ✅ Warehouse management improvements
• ✅ Security roles for customer restrictions
• ✅ Number template enhancements

January 2026

• ✅ Mobile DetailViewLayout designer
• ✅ Survey standalone version (200MB → 1MB)
• ✅ LastEmailDate tracking on Contacts, Companies, Opportunities
• ✅ Collection nested properties and template expressions
• ✅ Popup Comments column type
• ✅ Polymorphic collection filtering fixes
• ✅ Kanban board process persistence

February 2026

• ✅ Mobile Layout Designer with widget system
• ✅ Mobile shopfront with dynamic product card templates
• ✅ Workflow date formatting blocks
• ✅ Enhanced GetFromUrl block with POST body support
• ✅ Stock locations popover in quote lines
• ✅ Warehouse location loading improvements
• ✅ CollectionPill HTML styling and Excel export enhancements

🚀 Top 10 Features of This Period

1. Mobile Layout Designer — Complete widget-based layout system with grid support
2. Survey System — Auto-generated table configs, standalone version, print support
3. CollectionPill Enhancements — HTML styling, mail merge, Excel export with rich text formatting
4. Collection Enhancements — Nested properties, template expressions, calculated captions
5. Reckon Integration — Job creation, group handling, invoice sync improvements
6. Price List Management — Expression editor, detail view, company/contact actions
7. Mobile App Upgrade — Quasar 2, Vue 3, Node 22, Java 21, Gradle 8.13
8. Popup Comments Column — Timestamped notes with multiline support
9. Warehouse Management — Stock locations popover, location loading, flat items list
10. Webhook Distribution — Service for distributing webhooks with error handling

💡 Innovation Highlights

Mobile Experience

• Widget-based layout system for complete customization
• Dynamic product card templates for shopfront
• DetailViewLayout designer for mobile views
• Standalone survey component (99.5% size reduction)

Data Management

• Nested property access in collections
• Template expressions for calculated captions
• CollectionPill HTML styling with conditional expressions
• HTML-to-Excel rich text conversion
• Polymorphic collection filtering
• LastEmailDate tracking across entities

Integration

• Reckon: Job creation, group preservation, invoice sync
• MYOB: Invoice sync improvements, job linking
• Webhooks: Distribution service with error handling

User Experience

• Popup Comments with timestamped notes
• Expression editor for calculated fields
• Activity type filtering in scheduler
• Timeline calendar for companies

Workflow Automation

• Date formatting blocks (ISO8601)
• Enhanced GetFromUrl with POST body support
• NullCheckActivity for date handling
• UnixTimestampToDateActivity block

🔧 Technical Improvements

Architecture

• Mobile widget system with 15+ widget types
• Repository-scoped filtering
• CSS Grid layout support
• Dynamic template compilation

Code Quality

• Fixed CMS crash with ManyToManyAlias handling
• Polymorphic filter detection improvements
• Error handling in push notifications
• Comprehensive debug logging

Performance

• Survey size reduction (200MB → 1MB)
• Cache-busting for dynamic templates
• Retry logic improvements (5s → 15s)
• Gradle and build optimizations

Security

• Security roles for customer restrictions
• Authorization fixes for Reckon actions
• Webhook error handling

📖 Documentation

• ANDROID_STUDIO_UPGRADE_GUIDE.md
• DEVELOPMENT_NOTES.md (updated)
• Mobile DetailViewLayout documentation
• Collection properties documentation
• Widget system architecture docs

Generated from SVN log: r9667 - r9875 (208 commits from October 17, 2025 to February 10, 2026)