CHANGELOG.md

Changelog

This is a list detailing changes for all Jetpack CRM releases.

The format is based on Keep a Changelog and this project adheres to Semantic Versioning.

6.4.4-alpha - unreleased

This is an alpha version! The changes listed here are not final.

Changed

• Updated package dependencies.

6.4.3 - 2024-05-23

Added

• Currency: Added several new currencies to the currency dropdown. [#36897]
• Fonts: Updated core Noto Sans, and added new CJK fonts. [#36962]
• Readme: Adding information on how to contribute to Jetpack CRM. [#36847]
• WooSync: Added new status mapping to avoid creating invoices and transactions from WooCommerce to Jetpack CRM. [#37276]

Changed

• General: use wp_admin_notice function introduced in WP 6.4 to display notices. [#37051]
• Updated package dependencies. [#36775] [#37147] [#37148] [#37348] [#37379] [#37380] [#37382]

Removed

• Contact Form: Updated a comment reference to Grunion_Contact_Form_Plugin to be Contact_Form_Plugin. [#37157]

Fixed

• Companies: Increased city field size from 100 to 200. [#37509]
• Contacts: Increased city field size from 100 to 200. [#37509]
• Invoices: Fix "image not found" logo issue in PDF invoices. [#37311]
• Invoices: Remove the blank line below the contact name. [#37462]
• Listviews: Invoice quick filter status fix to prevent filters not working. [#37048]
• MailPoet Sync: Fix pending pages percentage calculation issue. [#37508]

6.4.2 - 2024-04-08

Added

• Dashboard: Sales Funnel now links to contact list view. [#36272]
• Dashboard: Display red bubble notification in My Jetpack when installation is bad. [#36449]

Changed

• Dashboard: Only show installation errors on plugins page. [#36390]
• Segments: Increased performance. [#36204]
• WooSync: Added a setting to enable invoices generated by WooCommerce to use the Jetpack CRM invoice reference system. [#36727]

Fixed

• Data Tools: Cleanup of page logic. [#36273]
• Invoices: Display full statements with long invoice lists.
• Invoices: Enhanced the PDF generation for statements. [#36713]
• Listviews: Status filters are now case-sensitive. [#36232]
• PDF: Improved font reinstallation. [#36704]
• Permissions: Allow users assigned to contacts to view linked objects even if assign ownership is unchecked. [#36239]
• Users: Make sure assigned users are not removed from contacts upon edit. [#36213]

6.4.1 - 2024-02-29

Changed

• General: Indicate compatibility with WordPress 6.5. [#35820]
• Invoices: Total amount calculation in preview and pdf when refunds or credit notes are applied are back to pre-6.4.0 implementation. [#35569]

Fixed

• Client Portal: Admin banners are now more consistent across screens. [#35575]
• Client Portal: Catch error if Woo order associated with invoice is deleted. [#35689]
• Invoices: Standardize line item code.
• Invoices: Allow long line item descriptions in email. [#35700]
• Listviews: Object status filters now correctly reflect current status options.
• Listviews: Overhaul of listview filter logic.
• Quotes: Add Draft listview filter. [#35827]
• Segments: Allow floats in all numeric segment conditions. [#36047]
• Segments: Fix output if segment has an error. [#36003]
• Tags: Use existing tags if possible when using helper functions to create objects. [#35738]
• WooSync: Catch PHP error if order has empty fee value. [#35802]
• WooSync: Detect and support WooCommerce HPOS configuration. [#35797]
• WooSync: No longer shows today as renewal date if subscription has no renewal date set.
• WooSync: Modernize code.
• WooSync: Remove broken link from settings page.
• WooSync: Prevent addition of the same site more than once. [#35576]

6.4.0 - 2024-01-23

Added

• Database: Added preliminary support for SQLite. [#34868]
• Settings: Add setting to fine tune the Total Value field calculation for contacts and companies. [#34957]

Fixed

• Backend: Add fallback for dev site detection. [#34867]
• Contacts: Updated default statuses. [#34892]
• Custom fields: More robust fallbacks for slug creation. [#35175]
• Dashboard: Adjust queries for SQLite compatibility.
• REST API: Allow calls when not using pretty permalinks. [#35201]
• Database: Ensure logs table is initiated with all columns. [#34871]
• Fixed: Escape output in typeaheads. [#35171]
• Invoices: Fixed total amount in preview and pdf when refunds or credit notes are applied. [#34211]
• Jetpack Forms: Detect and process custom date fields correctly.
• Custom fields: Gracefully handle invalid date field data. [#34890]
• Listview: Better output escaping in listviews. [#35140]
• System Assistant: Fix broken links on some tasks.
• Migrations: Fix issue where task_offset_fix migration would not mark as complete on some timezones. [#34873]
• Templates: Ensure file paths are valid before trying to load. [#34949]
• Transactions: Better support for SQLite. [#34868]

6.3.2 - 2023-12-19

Changed

• Settings: Make support document links more consistent. [#34695]

Fixed

• Segments: Fixed an issue preventing segments from being deleted. [#34690]

6.3.1 - 2023-12-14

Added

• WooSync: New jpcrm_woo_sync_order_data hook. [#34212]

Fixed

• Bulk actions: Stricter permissions checks. [#34586]
• OAuth Connection: Updated typo to remove plural connection"s", and removed doc reference for whitelabel builds. [#34446]
• Placeholders: Fixing quote placeholders on the quote template, client portal, pdf and emails. [#34490]
• Quotes: Consistent rendering of dates in placeholders. [#34490]
• Quotes: Consistent rendering of values and currency in placeholders. [#34490]

6.3.0 - 2023-11-15

Added

• API: Add support for creating transactions with custom fields. [#33645]

Changed

• Requires PHP 7.4 or higher. [#33806]
• Requires WordPress 6.0 or higher. [#33805]

Fixed

• API: Allow events endpoint to be filtered by owner. [#33789]
• API: The create_event endpoint no longer throws a 100 error. [#33712]
• API: Restrict what owner data is returned with events endpoint. [#33736]
• Backend: Prevent error if OpenSSL functions aren't available in PHP. [#33605]
• Backend: Changing how styles are added to the page on several stand-alone pages to prevent WordPress 6.4 compatibility issues. [#33678]
• Client Portal: Better PHP 8.2 support. [#33740]
• Contacts: Fixed display issues on the Add and Edit pages that occurred when moving fields. [#33762]
• Listviews: Remove legacy code. [#33718]
• Mail Delivery: Removed usage of deprecated function utf8_encode. [#33777]
• Quote Templates: Fix issue with notes field rendering HTML entities in some cases. [#33614]
• Quote Templates: Make sure quote titles with apostrophes do not have backslashes added when rendered. [#33596]
• WooSync: Catch PHP error in Client Portal invoice if WooCommerce is disabled. [#33759]
• WooSync: Contacts can now be assigned to existing companies. [#33711]

6.2.0 - 2023-10-11

Added

• Tests: Add mock globals for testing. [#32755]
• Automations: Add new backend in preparation for future release.

Changed

• Quotes: Allow admin users to accept quotes. [#32738]
• Tasks: Use consistent language in code. [#33221]
• Increase PHP required version to 7.3. [#33003]
• Updated package dependencies.

Fixed

• API: Rewrite rules are now flushed after enabling module. [#32901]
• API: Task reminder param is no longer ignored. [#33194]
• Better PHP 8.2 support. [#33421]
• CRM Forms: Removed reference to old branding. [#32903]
• CSV Importer: Fixed assignment to companies by name. [#33097]
• Custom Fields: Corrected bug that prevented new address custom fields from being shown. [#33056]
• Invoices: Handle status translations consistently. [#32909]
• Segments: Fixed error 219 occurring when using date ranges. [#32379]
• Tags: Better slug generation and added tag slug migration. [#33121]
• Tags: Prevent duplicate slugs, and adding more robust slug fallback support. [#33096]
• Tasks: Corrected placeholders for contacts and companies in the task reminder email. [#32375]
• Transactions: Filters now work for custom statuses. [#33476]

6.1.0 - 2023-07-24

Added

• Listing pages: Add a new setting that allows listing pages to utilize the full width of the screen [#31904]

Changed

• General: indicate full compatibility with the latest version of WordPress, 6.3. [#31910]

Fixed

• API: Fixed error 200 while saving new api connections [#32003]
• Contacts: Fix bug that prevented the creation of contacts WP user for the Client Portal [#31710]
• Contacts: Fix Filter options not available on the main contacts listing [#31517]
• File Uploads: Fix bug that prevented file uploads from working in environments where the PHP finfo_open function was not available [#31527]
• Menu: Improved alignment for items in the menu [#31846]
• OAuth/Gmail: Fix to enable sending links and images in the email content, supporting text/plain [#31943]
• Segments: Fix bug that prevented dates to be saved in some environments [#31628]

6.0.0 - 2023-06-21

Added

• CRM: Revamped CRM User Interface - Merge the sleek aesthetics of Jetpack’s style, bringing a new level of sophistication and seamless navigation to your CRM experience [#30916]
• API: Now it retrieves contacts with tags [#31418]
• Contacts: Allow unsubscribe flag to be removed [#31029]

Changed

• User roles: Further restricted capabilities on some roles [#31174]
• Contacts: Use sha256 instead of md5 for gravatar images [#31288]

Fixed

• Client Portal: Fix a fatal error initializing endpoints and shortcodes [#30678]
• CRM: Fix new lines display in quote templates [#30974]
• CRM: Fix whitelabel bug with full menu layout [#31126]
• CRM: Page layout now has a max width of 1551px [#30961]
• CRM: Welcome tour now goes through all steps [#31178]
• Extensions: Catch PHP notice if offline [#31032]
• Invoices: Show assigned contact/company link [#31153]
• Listview: Per-page settings no longer reset
• Listview: PHP notice no longer shows when saving settings [#31154]
• Quotes: Fix sort by status [#31087]
• White label: JPCRM support and resources pages no longer show [#31155]

5.8.0 - 2023-05-18

Added

• Composer: Added jetpack-forms as a required dependency to fix a Jetpack form compat issue [#30749]
• Segments: Adding a doesnotcontain condition for email segments, for better compatibility with Advanced Segments [#30422]

Changed

• Code cleanup: Cleaning up WP Editor helper functions and wp_editor usage [#30306]
• General: Update link references to releases in changelog [#30634]
• Navigation: Changed Learn More button and Learn More link to be consistent with Jetpack styles [#30135]
• PDF generator: Objects in filenames are translated [#30295]
• WooSync: Improved status mapping logic [#30557]

Fixed

• Companies: Fix company name prefill so add links - transaction, invoice and tasks - prefill company name [#30752]
• Contact / Company: Fix date styling for transactions, invoices and quotes [#30483]
• Contact / Company: Profile summary total value and invoice count now removes deleted invoices [#30178]
• Custom fields: Use native date pickers [#30643]
• Quotes: Use native date pickers [#30643]
• Export: Contact segments now export company info [#30393]
• Logs: Facebook, Twitter, Feedback, and Other Contact log types now update last contacted timestamp [#30470]
• Settings: Eliminate orphaned references to custom fields within field sorting settings when removing custom fields [#30114]
• Segments: Make sure total count is updated on tag changes [#30638]
• Tasks: Start and end times now show correctly throughout the CRM [#30431]
• Tasks: New migration to remove timezone offset from database [#30431]
• Tasks: Removed reliance on strftime for better PHP 8.1 compatibility [#30431]
• Tasks: Switch to native browser date and time inputs [#30431]
• Tasks: Catch moment.js notice due to using fallback date format [#30431]
• Tasks: Fix ##TASK-BODY## placeholder [#30431]
• Tooling: Allowing minification of JS files in development [#30119]
• Transactions: Always show current status in editor [#30644]
• WooSync: Fix the fee amount from a WooCommerce order is not added to the invoice [#29650]
• WooSync: Fix shipping tax and discount amounts from Woocommerce orders are not calculated in invoices [#29650]
• WooSync: Fix the subtotal amount from WooCommerce orders is not calculated in invoices [#29650]
• WooSync: Fix PHP Warning [#30572]
• Invoices: On invoice update the shipping tax selected is removed resulting on incorrect total amount [#29650]

5.7.0 - 2023-04-19

Added

• Menus: Add back to list button on add and edit pages for companies, transactions, invoices, and quotes [#29999]
• Settings: Remove 'Restore default settings' from the General Settings page, add to settings page menu [#29999]
• Support Page: Add new support page for customers to submit support requests [#29545]

Changed

• API: Add optional parameter to the API to set the external service name, and replace hyphens from the json response to underscores [#29316]
• Companies: Move status select from Actions to main edit section underneath ID [#29999]
• Contacts: Change location of save button and add Contact Actions metabox for contacts [#29999]
• Onboarding: Change onboarding wizard company name description to remove 'as shown below' [#29999]
• Quotes: Move Quote Status underneath Quote ID [#29999]
• Menus: Swap the stacked logo to the horizontal one [#30092]
• CSV Importer: Various UI/UX tweaks [#29851]
• Dashboard: Align the Latest Contacts and Revenue Chart buttons [#29999]
• Dashboard: Make spacing between panels more consistent [#29999]
• Invoices: Fix overflow issue in the edit invoice page [#29999]
• Invoices: Move status select HTML from Invoice Actions to main edit section under ID [#29999]
• OAuth: Dependencies are now downloaded to wp-content/jpcrm-storage/packages [#29734]
• Onboarding: Make all hint styles consistent [#29999]
• Transactions: Change location of import sub-menu item when CSV Pro is installed and active [#29999]
• Transactions: Move status select HTML from Transaction Actions to main edit section underneath ID [#29999]

Removed

• Onboarding: Remove company name preview from onboarding wizard [#29999]

Fixed

• UI: Change fonts to smaller size, and different font family [#29999]
• UI: Change form placeholder colors to a lighter shade of gray [#29999]
• Contacts: Fix 403 error if file was uploaded via Client Portal Pro using Apache web server [#29969]
• Menus: Remove border from top menu [#29999]
• Dashboard: Adjustments to first-use modals [#30065]
• Dashboard: Various fixes for the sales funnel [#29995]
• Email: Caught PHP notices if recipient was deleted [#29747]
• Exports: Catch PHP notice when exporting a subset of objects [#30111]
• UI: Fix content overflowing in contact view page [#29999]
• Support: Fix the Give Feedback link so that it sends to the reviews page on .org [#29873]
• General: Fix various corrupt JS files [#29705]
• Onboarding: Get updates (mailing list) changed from opt-out to opt-in in the onboarding wizard [#29999]
• Importer: Allow import of application/csv mime type Importer: Better parsing of CSV fields [#29822]
• General: Improved compatibility with PHP 8.1 [#29945]
• Invoices: Fix ability to remove logo from invoice edit page [#30099]
• Invoices: Fix PHP notice when sending contact an invoice via email [#30110]
• General: Fix broken link in bulk actions function in list view [#29623]
• Mailpoet Sync: Fix an issue where contact images would disappear after synchronization [#30091]
• Onboarding: Remove outdated YouTube video from welcome overlay [#29999]
• Quotes: Use current date if quote date is blank [#30032]
• Settings: Fix broken link on white label installs [#30160]
• Settings: Allow new tax rates to be added [#29938]
• Onboarding: Usage tracking changed from opt-out to opt-in in the onboarding wizard [#29999]
• WooSync: Tag existing contacts with new orders [#30107]

5.6.0 - 2023-03-23

Changed

• Contacts: Change customer references to contact in all but Woo and commerce contexts [#29267]
• Compatibility: Indicate full compatibility with the latest version of WordPress, 6.2 [#29341]
• Move all files that were inside the zbscrm-store folder with a flat structure to the new jpcrm-storage folder that uses a hierarchical structure [#28350]
• Extensions: Highlight popular Woo extensions on extensions page, plus alphabetize results [#29199]

Fixed

• Add a missing < which prevented a script tag from being opened. [#28834]
• Allowing XMLRPC and REST requests when the frontend is disabled [#28970]
• Client Portal: Fix bug that prevented access from being disabled using the contact page [#28675]
• Client Portal: Fix numeric fields, date fields, and textareas in the Client Portal [#28796]
• Change escape function for API generated activity [#29146]
• Contacts: Prevent JS error when custom avatars are not enabled [#29086]
• Contacts: Fix PHP error when using empty values for Address Custom Field (Date) [#29249]
• Contacts: Fix a contact field issue when a Woo order subscription is updated [#28800]
• Contacts: Fix avatar getting removed when saving a contact [#28829]
• Contacts: Fix escape in contact list filters [#28836]
• Contacts: Fix issue where exporting contacts shows "County" when it should show "State" [#28868]
• Contacts: Fix the escape used in the "Bundle holder" notification when uploading files to a contact [#28831]
• Dashboard: Allow custom profile pictures to be shown in the dashboard [#28802]
• Invoices: Escape an invoice ID in ZeroBSCRM.admin.invoicebuilder.js [#28830]
• Tasks: Correct text where tasks where being referred to as events [#29267]
• Placeholders: Fix secondary address placeholders [#29396]
• Placeholders: Fix several placeholders throughout CRM [#29361]
• Placeholders: Fix minor admin only issue on placeholder fields [#28811]
• Exports: Fix some export cases by adding a check for the segment index [#29482]
• Taxes: Fix tax page deletion for single entries [#29227]
• Taxes: Fix tax rate creation link on tax rate settings page [#29209]
• Forms: Swapping edit and new form titles to correctly reflect page [#29274]
• Dashboard: Show default avatar under activity, when contact image mode set to none [#29067]
• Client Portal: Fix accept quote in Client Portal button not working for PHP versions 8.1 and up [#29055]
• Taxes: Fix potential XSS in the Tax Settings page [#29215]
• Contacts: Fix wrong naming from Customer ID to Contact ID in the Edit Contact page [#29267]
• Contacts: Importing contacts using CSV files no longer erases fields that are missing [#28886]
• Client Portal: Background for the menu in the Twenty Seventeen theme is no longer dark gray [#29052]
• OAuth Connections: No longer shows critical error after saving credentials [#29059]
• WooSync: Remove PHP notice when a WooCommerce order is in a Draft status [#29099]
• Segments: Fix list pagination [#29004]
• Fix special characters in textarea fields (contacts, transactions, quotes) to prevent producing visible HTML entities [#28941]
• WooSync: Change status only for contacts with the Lead status [#28908]

5.5.3 - 2023-01-26

• Fixed: CRM no longer breaks WordPress sites running on PHP 7.2
• Fixed: HTML escaped code in contact list filters for segments

5.5.2 - 2023-01-25

• Fixed: Custom profile images are now shown in the Latest Contacts dashboard
• Fixed: Potential XSS in the Custom Fields setting page
• Fixed: Custom profile pictures are no longer removed when updating contacts
• Fixed: Potential XSS in invoices with manual input references
• Fixed: Code snippet was removed from the top of the Forms new/edit page
• Fixed: Remove HTML code in the "Bundle holder" notification when uploading files to a contact
• Fixed: HTML escaped code in contact list filters for segments
• Fixed: Improved security regarding filenames for uploaded files
• Fixed: The creation date for contacts is updated on any WooCommerce subscription event
• Improved: Added translation for contact fields when exporting contacts
• Improved: Added Invoice Status to PDF Invoice template
• Added: Export Segments to .CSV
• Added: WooCommerce order status mapping to transaction status
• Added: WooCommerce order status mapping to invoice status

5.5.1 - 2022-12-16

• Fixed: Inline field editing no longer prevents listings from being displayed
• Improved: Security around phone numbers viewing
• Improved: Added a migration to remove outdated AKA lines