CreataCRM Features Added from r10095 to r10362

Period: April 23, 2026 – August 7, 2026
Total Commits: 252 revisions (r10095 – r10362)
Contributors: josh, reece

📅 April 2026

💰 Sales / Quotes

New Quote & Address (r10095, r10096)

• Fixed new quote flow when IsGroup was missing so lines can be added correctly
• Updated address formatting on new quote / sale create

Quote Template Cleanup (r10102)

• Removed unused QuoteTemplateList from contact header compose flow

🛠️ Job Templates & Jobs

Create Job from Template (r10097)

• Fixed Gantt task creation when creating a job from a template
• Corrected total ex-tax / total calculation when creating job items
• Disabled Create Job when a job item has no linked product/service
• Fixed MYOB customer property check on customer select when creating a job
• Added attachments support on job template layout

Link Job Templates (r10109)

• Added linking a job template to another job template
• Existing task template link now links the selected template instead of always creating a new one

🏭 Manufacturing & Assembly

Assembly Orders Dashboard (r10112)

• New Vue Dashboard v2 for Assembly Orders (layout + shell + server registration)

Bill of Materials Actions (r10124)

• Cleared up Product BoM tab actions: New BoM / Edit BoM in view mode (removed confusing global edit mode button)

📦 Warehouse & Fulfilment Prep

Site Dashboard Removal (r10116, r10117)

• Removed Site dashboard and related Site UI paths

🎨 Vue 3 Migration Prep (April)

Lodash Injection (r10098)

• Wired lodash via webpack ProvidePlugin so bare _ works across Vue SFCs / JS modules
• Clarified this._ (Vue prototype / globalProperties) vs module-level _

Reactivity API Migration (r10099–r10106)

• Replaced remaining Vue.set / $set / Vue.delete / $delete with setReactive / delReactive across creatacrm-components

Lifecycle Aliases (r10110, r10111, r10113–r10115, r10118–r10123)

• Mirrored beforeDestroy / destroyed with Vue 3 beforeUnmount / unmounted aliases across SFCs (batched migration)

BootstrapVue Low-Risk Prep (r10128)

• Started replacing simple BootstrapVue tags with plain Bootstrap where safe (per UI standards)

Mount / Editor Hardening (r10126)

• Hardened CKEditor and imperative Vue mount islands for safer teardown

📅 May 2026

📦 Warehouse, Picking & Stock

Job Picking UI (r10129)

• Redesigned Job Picking Fulfilment / Pick / Pack / Ship chrome (Creata blue button bar)
• Fixed Complete Ship NRE on job-only fulfilments (no Sale)

Warehouse Dashboard (r10130, r10131)

• Removed legacy GridView.vue / Vue2 table usage from warehouse/manufacturing dashboards
• Added Warehouse Dashboard layout and components

📧 Campaigns & Email

Campaign Send Reliability (r10133)

• Fixed recipient query using wrong campaign key (Campaign.__key → Campaign.Oid)
• Added loading shimmer / live recipient count while paging contacts before confirm

Email Drafts (r10184)

• Save Draft on Send Email: persist incomplete compose, reopen later, send, then clear draft
• New DraftEmail business object (title, subject, recipients, JSON draft payload)

Email Events on Timeline (r10181)

• Renamed Campaign timeline display to Email Event (status, subject, recipients)

Contact History Timeline (r10182)

• Combined contact history helper (rules, activities, opportunities, etc.) for contact detail timelines

📊 Widgets & Dashboards

Multi Timeline Feed (r10141)

• New Multi Timeline Feed index widget: multi-source merge, date groups, navigate rules, designer options

Record Properties Linked Search (r10135)

• Linked record property search now respects the member’s Data Source Criteria

Invoice History (r10138)

• Added Invoice History on invoice detail

Company Hierarchy Dashboard v2 (r10175, r10179, r10188)

• Replaced legacy company hierarchy dashboard with Layout v2 + RecordSpace shell
• Tree right-click context menu on TreeListFilter
• MYOB & Reckon subdivision include toggles on hierarchy dashboard

MYOB Subdivision Toggles (r10183)

• Stacker + toggle + table for MYOB Invoices, Quotes, Sales Orders (and stats tab)

⚙️ Workflow

On Demand Workflow Parameters (r10145, r10146, r10185, r10187, r10190)

• On demand workflows accept parameters; runnable via workflow service
• UI to create on demand start requests; parameters available as design-time variables
• Settings popup entry for on demand start
• Logging for start requests; date parameter save fixes; default date time set to 00:00:00

Workflow Monitoring (r10165)

• Added workflow monitoring service

🛠️ Job Templates (continued)

Layout, Users & Calculations (r10149, r10158, r10161, r10170–r10173, r10178)

• Default task template status → NotStarted; line total / cost calc fixes; timespan editor on Basic Table
• AssignedUsers list on Task Template (select users instead of criteria-only)
• Tasks created from templates ordered by Ordinal
• Assigned user on job template; popup variable fixes
• Email template on task from Task Template; SuccessfullTaskComponent uses linked template
• Visibility rules for user list vs criteria in record properties
• NaN fix on job template item quantity; email template filter targets Contact

⏱️ Timesheets

Timesheet Detail View (r10147, r10156, r10159)

• Vue Timesheet detail view (record space, layout, save/view)
• Timesheet lines sum in User Info; related settings/mapping updates

💰 Sales

Quote → Order Guard (r10189)

• Prevent creating sales order from quote when no customer is set

Shopfront Pagination (r10136)

• Fixed ProductDisplay scroll-end pagination when filtering by category

💰 Reckon Integration

Push Job to Reckon (r10162)

• Confirmation UI for Push Job to Reckon (Creata SweetAlert styling)

Inventory Adjustment Sync (r10193)

• Added inventory adjustment sync for Reckon

🏢 Company

Remove Division (r10164)

• Action to remove a Division from a Company

🔒 Alerts

Per-Alert Check Dates (r10195)

• Customer alerts track last check date individually (no longer a single Settings field)

📱 Mobile

Custom Actions & Search Select (r10142)

• Mobile custom action runner: openSearchSelect dialog helper for Quasar flows

🤖 AI Assistant (started)

Foundation & Sessions (r10191, r10194)

• WIP Creata AI Assistant
• Persistent AI conversations, recent sidebar, structured result restoration, executive briefing persistence, session continuity

AI Email Drafting (r10196, r10197, r10198)

• Audience email draft workflow (prepare → save → edit in SendEmail → refine → send)
• AI Improve Email across composer modes
• Controlled send: send only from SendEmail (no auto-send from AI chat)

🎨 Vue 3 / Platform (May)

Public URL Fallback (r10137)

• Safer handling when PublicServerURL is unavailable (e.g. merge preview)

CreataTable Collection Cells & Job Invoice UI (r10150, r10152)

• Collection-like cell formatting on CreataTable
• Job financial summary widget registration / layout wiring

📅 June 2026

🤖 AI Assistant (expanded)

Concepts & Library Prompts (r10204, r10205, r10232, r10233, r10252–r10264, r10267–r10277)

• AI v3 rework; Tasks / Activity / Opportunities standardised as AI concepts
• Jobs, Tickets, Xero overdue concepts
• Date filtering: older/newer than (days/years), customer scope
• Executive briefing KPI fixes; “KPIs for this month”, quarter summarise, open quotes follow-up
• Prompt library coverage: Customers, Sales, Marketing, Invoices/Receivables, Opportunities, Jobs, Tasks, Activities, Tickets
• Product search token normaliser for picker captions
• Quote pipeline summary routing; financial summary → executive briefing fast path
• Opportunity/Lead comparison; activity-by-user; job started / not started buckets

HtmlTemplate Custom Actions (r10253)

• Fixed runActionById failing on custom actions missing hydrateOptions

💰 Price Lists

Clone with Modifier (r10201)

• Clone price list and apply percent or flat modifier to all rules

💰 Reckon Reports

Reports Endpoint & AR Ageing (r10202, r10220, r10228–r10231, r10236, r10246, r10251)

• Reckon Reports API endpoint and selectable report list
• Run Reckon report for current company (customer filter passthrough)
• Server-side HTML → PDF generation; AR Ageing report layout with print PDF + email
• Customer filter, modal close, manual start date for AR Aging Detail
• Customer Balance Detail report + descriptions; dropdown info; remove back button from report layout

🛠️ Task Template Lists

Generate Tasks Wizard (r10216, r10217, r10221)

• Create Tasks from Template List wizard (assign user, steps, generate)
• Task Template List layout v2; no-target actions appear in Add Action modals

🔄 Xero Integration

Invoice Detail & Sync (r10237)

• Xero invoice detail view actions (layout-configurable)
• Sync UI completion, history sync, approve/PDF fixes, token refresh for PDF download

📱 Mobile App

Jobs, Invoices, Addresses (r10242, r10244)

• Job invoice creation validation (company/contact, job items, uninvoiced lines)
• New → flows from Company/Contact aligned with desktop; Vue Router 4 fixes

Shopfront Business Address (r10282 — early July note in chain)

• Business address for new sale from mobile shopping cart (landed early July; started from June mobile work)

💰 Sales / Reckon Lines

Reckon Class on Quotes (r10243)

• Reckon Class on quote lines; pushed through when sending as Reckon invoice

New Company Defaults (r10240, r10241)

• Null-safe company selection on new customer
• New Company action options to default to Lead or Opportunity

📧 Email UI

Send Email Panel Polish (r10245)

• Cleaner Send Email panel (title/chrome); send button styling updates

🛠️ Jobs

Job Type Status Table (r10247)

• JobTypeEdit status table: prevent unwanted click-through; safer action clicks

📊 Table Builder / Grid

Cell Refresh After Save (r10250)

• Fixed table cell not refreshing after popup edit/save (DevExtreme timing)

📱 SMS (SMS Global)

Send SMS Modal (r10266)

• Send SMS via SMS Global with Vue modal on Contact, Job, Company, Opportunity, Asset
• Editable phone numbers, template selection, client-action feedback

💰 Marketing

Template Save Fix (r10213)

• Fixed marketing template not saving

🔍 Activities

My Activities & Opportunities (r10210, r10211)

• Fixed My Activities; actual lost on opportunities; quote lines criteria cleanup
• Filters and comparison support on API

📅 July 2026

🤖 AI Assistant (maturity)

Activity Transcript & Audio (r10280, r10281, r10283, r10295, r10306)

• Activity Transcript Intelligence: extract suggested Tasks / Jobs / Opportunities; reviewable action plan
• Separate Activity Audio Transcription pipeline (wav/mp3/m4a/mp4 attachments)
• Activity DetailView Phase 1 commands: summarise email, draft reply
• Large audio upload support (HTTP 413 / content length); guide modal path including draft follow-up email

Recommendation Rules (r10296)

• Job & Ticket concepts in recommendation rule builder; meta field loading

Personalised Action Briefing (r10342)

• “What requires action now?” read-only personal briefing (counts/totals/click-through owned in C#; LLM narrates grounded facts)

Mobile Creata Assistant (r10327, r10329, r10330)

• Follow-up chips diversity; quote/sales order chips
• AI assistant “all activities this week”; mobile card/layout polish; draft email scroller fix

🔄 Automation Flow Builder (major)

Foundation & Branching (r10297, r10299, r10301, r10302, r10304)

• Stages 1–9: AutomationFlow BO, REST CRUD, vertical designer, triggers/conditions/actions, dashboard
• Stage 10: IF/ELSE branches, sequential branch execution, run history branch column
• Stage 12: expanded target BOs (14 core CRM types) + catalog API
• Stage 13: action outputs (outputKey) and Wait Until conditions
• Stage 14: Action Definition Framework

Webhooks, SMS, Scheduling (r10309, r10310, r10326)

• Stages 17–21: webhook Company/Contact mapping, visual mapper, Tally, sequential actions, scheduled batch criteria
• Stage 22: Send SMS automation action (SMSGlobal, merge fields, test/live)
• Schedule timing fix for flows

Accounting Plugins in Automation (r10317, r10319, r10321, r10324, r10328)

• Xero Contact plugin for scheduled customer-behaviour flows
• Reckon mirrors Xero scheduled customer-behaviour paths
• MYOB plugin for automation
• Buyer metrics for Xero, Reckon, and MYOB
• Stage 29A warehouse quantity-available / cannot-build checks; Product/Service scheduled query

Notifications & Template Packs (r10335, r10338–r10340, r10344–r10346, r10352)

• Stage 30: shared notifications, Assign Owner, webhook string builder, template export/import
• Stage 31: template packages library, Low Stock, run history, merge fixes
• Stage 32: Sales automation template pack (lead follow-up, high-value opportunity, etc.)
• Stage 33: Customer & account management template pack
• Stage 35: AR & credit control template pack (overdue reminder, etc.)
• Stage 36: Jobs & field service template pack
• Stage 37: Inventory, purchasing & assembly intelligence providers + generic packages

Automation UI (r10345)

• AutomationFlowTemplateList improvements

⚙️ Workflow & Integrations

Integration Blocks (r10285, r10303, r10305, r10307, r10311–r10316)

• Basic integrations connection (v1); GetFromUrl multi-header fix
• Integration workflow blocks category; endpoint editor; sync-from-endpoint block
• Google Forms helper + workflow block; auth state handling
• String case-change block; Reckon invoice balance update visible for all invoices
• On demand popup cleanup; run on demand in background; forgot-password workflow selection fix
• Integrations settings popup save fix; delete confirmations

💰 Reckon Integration

Reckon Job Model (r10284)

• Expanded ReckonJob fields (terms, sales rep, tax, credit limit, price level, custom fields, invoice items)

Duplicate Invoice Send Fix (r10291)

• Prevented double Send Invoice to Reckon when immediate sync and background sync raced the same queue item

Sale Sync Item Link (r10313)

• Fixed incorrect field name when linking ReckonSyncItem to Sale on invoice-from-order create

💰 Price Lists & Sales Lines

Price List / Matrix (r10289, r10292, r10307, r10308)

• Bulk Add on sales lines uses Price List mappings
• Item price matrix → price list uses tax-exclusive price for tax-inclusive items
• MYOB item price matrix lookup/create fixes; new price rules link error fix

Sale Edit Roles (r10322, r10343)

• Roles to prevent edit of sales order and invoice on Sale view
• Fixed capitalization bug that made order/invoice line items non-editable

📦 Warehouse & Stock

Stock Adjustment Detail (r10288, r10290)

• Print Stock Sheet on Stock Adjustment detail
• Global Adjust Stock action for all warehouses

🔄 MYOB Integration

Purchase Order Expense Accounts (r10279)

• When Service layout is used for POs/bills, ensure Default Purchase / expense / COGS accounts are set so MYOB send succeeds

📱 Mobile App

Shopfront Quantity Rules (r10294)

• QuantityStepSize / Min / Max / DefaultQuantity respected in mobile shopfront

Auth & Display (r10325, r10329–r10331, r10334, r10336)

• JWT cookie/reset handling for mobile (jwtsig passthrough + delay on reset cookies)
• Login fix; board width; hamburger button; AppVersion stamping on publish
• Display tables on mobile

📊 Table Builder

HTML Columns (r10347)

• HTML valueType columns: stripped preview, max display lines, richer view support

Basic Table Criteria (r10318)

• Fixed criteria filters being overwritten after query (e.g. RunsheetJob)

BoListCard Sorting (r10320)

• Sorting support on BoListCard list

🛍️ Shopfront

Category Filter Feedback (r10349)

• Clear “Filtering by: {category}” banner and related UX when category/submenu selected

📝 Posts & Social

Post Edit Timestamp & Wrap (r10348, r10351)

• Posts show most recent edit timestamp alongside relative time
• Post body wrapping / panel flex fix so long text wraps correctly

🔐 Auth

OAuth Tokens Without Refresh (r10348)

• Auth code handler supports access tokens that do not expire and have no refresh token

📅 August 2026

🔄 MYOB Integration

MyobItem Detail View (r10355, r10356, r10360)

• Added MyobItem detail view
• MYOB Intelligence sync stats fixes
• HTML Template support for MyobItem (expanded HtmlTemplate features)

⚙️ Workflow

FTP & Endpoints & Mailchimp (r10357)

• Workflow block to list files in an FTP folder
• WIP block to push item into an integration endpoint
• Default Mailchimp list import workflow

💰 Reckon Integration

Update Reckon Customer (r10358, r10359)

• UpdateReckonCustomer Vue UI
• Customer updater copies Customer name → Company Name when CompanyName is blank

📱 SMS Conversations

External Conversation Vue Detail (r10361)

• Replaced DevExpress ExternalConversation detail with VueJsViewItem chat UI
• Alert/notification deep-links open interactive conversation (chat + details)

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