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Horilla CRM v1.10.1 Meeting Integration Release, HTMX UX Enhancements, Process Stability & Platform Refinements

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@horilla-opensource horilla-opensource released this 18 May 09:30
· 193 commits to master since this release
1.10.1
d4d8010

Release Date: 18 May 2026
Version: 1.10.1
Status: Meeting Integration Release, HTMX UX Enhancements, Process Stability & Platform Refinements

Horilla CRM v1.10.1

Horilla CRM v1.10.1 introduces a brand-new Meeting Integration module with Zoom and Microsoft Teams support, expands HTMX-powered workflows across the platform, improves approvals/reviews process handling, and delivers extensive UI, stability, and code-quality refinements across the Horilla ecosystem.

This release focuses heavily on improving productivity, modularity, and usability while continuing the architectural cleanup introduced in v1.10.0.

This release focuses on:

📹 Meeting Integration Module (Zoom & Teams)
⚡ HTMX UX Improvements & Interactive Workflows
🧩 Activity, Mail, Cadence & Process Module Enhancements
🏗️ Template/Layout Refactors with modelcontent_layout
🔐 Approval, Review & Permission Flow Improvements
📬 Mail Tracking, Delivery Lifecycle & Notifications
🛠️ Stability Fixes, Pylint Cleanup & Code Quality
🌍 i18n, Documentation & Release Metadata Updates

The result is a more interactive, maintainable, and collaboration-ready CRM platform.

Highlights

📹 New Meeting Integration Module

v1.10.1 introduces a completely new meeting contrib app that enables meeting-provider integrations and meeting-link management directly inside Horilla CRM.

Meeting Features

  • Zoom OAuth integration
  • Microsoft Teams OAuth integration
  • Personal meeting URL management
  • MeetingLink CRUD support
  • Company-level meeting provider settings
  • User-level provider configuration
  • Generate meeting links directly from activities
  • Integrated meeting scheduling inside Activity module
  • Meeting invites, reminders, and meeting-link display
  • Meeting provider cards redesigned with scrollable layout support
  • Added meetings.svg static icon
  • Added meeting i18n translation catalogs
  • Added __version__.py metadata support

⚡ HTMX & Interactive Workflow Enhancements

Horilla CRM continues expanding its HTMX-first architecture for smoother, more maintainable interactions.

User Picker Modal

Added a reusable HTMX-powered user-picker modal for many-to-many fields.

Features

  • Advanced stacked filters
  • Field/operator/value filtering rows
  • Dedicated picker views & URLs
  • Generic form integration
  • Modal-based user selection
  • Global JS integration for improved UX

Approval & Review Toggles

  • Added HTMX active-status toggles for approval processes
  • Added HTMX active-status toggles for review processes
  • Auto-deactivate sibling active processes
  • Improved duplicate active-process validation
  • Added confirmation flows before activation changes

Generics Improvements

  • Added disabled_if support for action buttons
  • Improved export modal behavior on multi-list pages
  • Added export loading-state handling
  • Improved JSONField rendering in detail views
  • Better readability for dict/list values in generic detail rendering

🏗️ Template & Layout Refactor

A major UI/layout modernization continued in v1.10.1 with the rollout of the new modelcontent_layout shell.

Migrated Views

  • Calendar
  • Dashboard
  • Reports
  • Approvals
  • Global Search
  • Detail Views
  • Default Home
  • Generics Shells

Layout Improvements

  • Introduced reusable side_column
  • Improved sub-section ordering and HX attribute organization
  • Extracted reusable MAIN_CONTENT_HX_ATTRS
  • Added template/layout documentation under docs/templates/
  • Relocated legacy migration docs into proper documentation structure

📬 Mail, Notifications & Cadence Improvements

Mail Lifecycle Tracking

Mail tracking received major improvements in v1.10.1.

Added

  • Delivered state tracking
  • Opened state tracking
  • Bounced state tracking
  • Delivery timestamps
  • Open-tracking pixel injection
  • SMTP bounce handling
  • Recipient-domain validation before send

Cadence Improvements

  • Cadence tabs now use delivered/opened/bounced aggregates
  • Added cadence email stat cards
  • Improved follow-up status calculation logic
  • Better next-step rendering based on latest mail outcomes

Notifications

  • Added per-user sound mute/unmute preference
  • Web Audio API notification playback support
  • Added NotificationSoundPreference model

🔐 Approvals, Reviews & Process Stability

Approval Module

  • Generic signal-based approval handlers
  • Dynamic approval model registration support
  • Safer missing-record handling
  • Automatic stale approval cleanup
  • Improved detail redirection handling
  • Better readable grouped condition layouts

Review Module

  • Added global post-save registry synchronization
  • Improved detail failure handling
  • Added translated modal reload flows
  • Enforced one active process per model/company

🧩 Activity Module Improvements

Meeting & Tab Persistence

  • Activity module now supports meeting integration
  • Persist active tabs/sub-tabs in localStorage
  • Restore mail/activity sub-tabs after HTMX swaps
  • Preserve pending/completed activity state
  • Fixed tab conflicts on multi-instance pages
  • Scoped tab IDs and JS handlers properly

🌍 Internationalization & Documentation

Documentation

  • Added .md documentation files
  • Added template/layout docs
  • Added migration/layout usage documentation

Internationalization

  • Added django.po catalogs for configured meeting languages
  • Added release metadata updates across modules

🛠️ Code Quality, Refactors & Stability

Refactors

  • Refactored forms package exports
  • Refactored mail package imports
  • Refactored notifications package structure
  • Refactored generic views package
  • Refactored permissions views package
  • Split leads models into modular files

Formatting & Cleanup

  • Applied Black formatting across contrib and CRM modules

  • Resolved pylint warnings:

    • W0611
    • W0404
    • C0114
    • C0115
    • C0116
    • R1710
    • C0303

  • Removed trailing whitespace issues

  • Standardized template indentation

🛠️ Major Fixes

Core

  • Fixed password hashing issue causing NULL password saves
  • Made profile detail panel vertically scrollable
  • Re-enabled theme default seeding via post_migrate

Mail

  • Sanitized draft/template previews using bleach
  • Restored email sub-tab persistence after delete
  • Fixed tracking UID nullability handling

Calendar & Automations

  • Fixed Google integration active-company resolution
  • Fixed Celery beat task path resolution for automations

Reports & Generics

  • Removed stale reports with deleted models
  • Fixed export modal clashes on multi-list pages
  • Improved JSONField display formatting

CRM & Leads

  • Added lead assignment rules
  • Auto-assignment using condition-based evaluation
  • Added HTMX toggles for active/notify states

📜 Changelog Summary

v1.10.1 (18 May 2026)

Added

  • New meeting contrib app
  • Zoom & Teams OAuth integrations
  • MeetingLink CRUD support
  • User/company meeting settings
  • Meeting scheduling integration
  • HTMX user-picker modal
  • Approval/review active toggles
  • Notification sound preferences
  • Mail delivery/open/opened/bounced tracking
  • modelcontent_layout shell
  • Template/layout documentation
  • Lead assignment rule engine
  • Meeting i18n catalogs & version metadata

Improved

  • HTMX interactions across approvals, reviews, exports, and activities
  • Activity tab persistence
  • Generic detail rendering for JSONField values
  • Mail lifecycle visibility
  • Cadence follow-up tracking
  • Dashboard and shell layouts
  • Template structure and modularization
  • Pylint/code-style consistency across contrib apps

Fixed

  • Password hashing save issue
  • Approval stale object crashes
  • Report detail failures on deleted models
  • Calendar active-company resolution
  • Automation beat task path resolution
  • Mail preview sanitization
  • Export modal conflicts
  • Activity tab restoration after HTMX swap
  • Tracking UID null handling
  • Multi-instance tab conflicts
  • Theme seeding during migrations

🎯 Impact

Horilla CRM v1.10.1 significantly improves collaboration workflows, interactivity, and maintainability across the platform.

This release:

  • Introduces integrated meeting-provider support
  • Expands HTMX-driven UI workflows
  • Improves approval/review reliability
  • Strengthens mail lifecycle tracking
  • Modernizes layouts and template architecture
  • Improves modularity and code quality across contrib apps
  • Delivers a cleaner and more maintainable developer experience

Overall

v1.10.1 continues the modernization effort started in v1.10.0 by adding meeting integrations, refining HTMX-powered workflows, improving process reliability, and strengthening the overall platform architecture.

The result is a faster, cleaner, and more collaboration-focused Horilla CRM experience. 🚀

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