- Updated LICENSE file to include copyright for RunCode Inc. (2026).
- Revised README.md to change commercial support contact and sponsorship details to RunCode Inc.
- Incremented version number in pyproject.toml and uv.lock from 1.17.0 to 1.17.1.
- Removed outdated funding.json file and updated frontend README for clarity on project structure and setup.
- Adjusted login page links for terms of service.
- Changed imports from '$lib' to '#lib' for consistency across the codebase.
- Updated environment variable imports to use the new structure from '$app/env/public' and '$app/env/private'.
- Removed deprecated svelte.config.js and adjusted vite.config.js to accommodate new configurations.
- Added stubs for environment variables in tests to ensure compatibility with the new import structure.
- Added fields for invoice and estimate number prefixes, date parts, padding, and starting numbers in the organization settings.
- Updated the organization edit and display screens to show examples of new invoice and estimate numbers based on the selected settings.
- Introduced validation for number prefixes and padding, ensuring compliance with server requirements.
- Implemented tests for the new numbering functionality, covering various scenarios including prefix validation and starting number rules.
- Enhanced the mobile app to reflect these changes in the organization settings and display screens.
- Implemented a new endpoint for generating account statements as PDFs.
- Added API configuration for fetching account statements and their PDFs.
- Created data models for account statements, including sections and entries.
- Developed a provider for managing account statement data retrieval.
- Introduced a new screen for displaying account statements with options to change the date range.
- Enhanced the account detail screen to include a button for accessing statements.
- Implemented unit tests for account statement functionality and provider behavior.
- Updated invoice formatting to correctly display negative amounts for payments and credits.
- Updated the audit log to record the user's IP address and user agent from relayed requests.
- Introduced a new `user_agent` function in `request_meta.py` to handle user agent extraction.
- Modified the `AuditLogger` to utilize the new `user_agent` function.
- Added tests to ensure correct logging of relayed visitor information in `test_audit_log.py`.
- Updated various views and tests to accommodate the new user agent handling, including `public_views.py`, `test_invoices_api.py`, and frontend hooks.
- Enhanced relay headers to include user agent information for better tracking.
- Updated documentation and comments to reflect changes in user agent handling.
- Updated version from 1.13.0 to 1.14.0 in backend/pyproject.toml and backend/uv.lock.
- Added South African Rand (ZAR) to currency options in frontend and mobile applications.
- Refactored currency and country options to use a centralized list in mobile and frontend.
- Added tests to ensure South African Rand and country options are correctly included.
- Updated phone viewport test to check for new text related to SNS topics.
- Enhanced audit log screen tests with new credential events and filters.
- Modified mailbox form sheet tests to handle SNS Topic ARN correctly.
- Introduced new tests for ticket form close date functionality, ensuring correct behavior for optional close dates.
- Added support for organization timezone handling in tests, ensuring accurate date calculations based on user organization.
- Improved unit tests for mailbox and organization date handling, ensuring proper behavior for various scenarios.
- Implemented bulk close date functionality in ticket selection tests, verifying correct behavior for date selection and submission.
- Implement tests for closing tickets via menu and status picker, ensuring correct API interactions and error handling.
- Create tests for calendar feed provider, verifying throttling behavior and success responses.
- Add tests for deal board provider, covering reading and moving deals, including edge cases for card movement and filters.
- Enhance macro tests to validate action parsing and application to tickets, including error handling.
- Introduce session cache tests to ensure proper cleanup on sign-out and validate session-scoped providers.
- Extend web form model tests to cover lead rotation functionality, ensuring correct serialization and defaults.
- Implement tests for ticket approval panel to verify approval request logic and visibility based on user roles.
- Add functionality to handle ticket movement based on server response for both tickets and leads.
- Introduce new tests for duplicate checking API to ensure correct handling of duplicates and merging logic.
- Remove outdated permissions tests that are no longer relevant.
- Update ticket board and lead board providers to include 'can_move' field for better control over ticket actions.
- Refactor existing tests to improve coverage and ensure accurate representation of API responses.
- Removed enableLogs option from Sentry client initialization.
- Added dataCollection settings to Sentry server initialization to prevent sending user info, cookies, and HTTP bodies.
- Updated import path for Sentry SvelteKit in Vite configuration to use the correct module.
- Simplified source maps upload options in Vite configuration.
- Implement tests for `isOrgAdminProvider` to validate admin roles based on organization membership and role.
- Create tests for `saved_views_provider` to ensure correct API interactions for saving, renaming, and deleting saved views.
- Enhance ticket tree tests to accurately reflect inactive and merged ticket handling.
- Update CSV import tests to verify error handling and file saving functionality.
- Introduce tests for deal cards to ensure correct display of next steps and task statuses.
- Implement comprehensive tests for the ticket board provider to validate kanban and pipeline modes, including ticket movement and error handling.
- Create tests for ticket status settable to ensure proper status selection logic.
- Enhance web form model tests to cover ticket-specific fields and submission behavior.
- Introduce CSV import sheet tests to verify file handling and error reporting.
- Add deal aging badge tests to confirm correct display of aging statuses.
- Implement tickets selection tests to ensure UI responsiveness and functionality at various screen sizes.
- Updated task views to utilize new access functions for accounts and contacts, ensuring users only see what they can access.
- Enhanced contact editing to maintain linked accounts even when not visible in the picker, preventing accidental unlinking.
- Introduced tests for contact form to verify linked account behavior.
- Implemented parent ticket handling to correctly display restricted tickets, ensuring hidden parents are represented accurately in the UI.
- Added tests for ticket parent visibility and interaction, confirming that restricted parents do not allow navigation.
- Improved ticket tree structure to handle restricted nodes, ensuring proper functionality during close operations.
- Updated goal model to include currency, allowing for multiple currencies in goals.
- Modified goal totals calculation to keep currencies separate and accurately reflect targets and achievements.
- Added tests to ensure correct handling of multiple currencies in goal tracking.
- Enhanced invoice reports to support multiple currencies, ensuring accurate reporting without summing across different currencies.
- Implemented lead board provider tests to validate lead movement and pipeline functionality.
- Introduced record edit verb tests for accounts, contacts, and leads, ensuring PATCH requests are correctly formed.
- Improved tag normalization to handle non-Latin scripts and prevent duplicates.
- Updated `pnpm-workspace.yaml` to force patch for `cookie` package to address GHSA-pxg6-pf52-xh8x vulnerability.
- Modified `vitest.config.js` to set `maxWorkers` to '50%' for improved test performance.
- Bumped version in `pubspec.yaml` from 1.2.1+12 to 1.9.0+13 for mobile application.
- Implement tests for web forms screen to ensure proper rendering and behavior on different devices.
- Create unit tests for web form model to validate JSON serialization and deserialization.
- Add tests for web forms provider to verify API interactions and state management.
- Ensure that publishing rules and field validations are correctly enforced in the tests.
- Implemented GoalHistoryScreen to display finished goal periods and their attainment.
- Added navigation from GoalsScreen to GoalHistoryScreen via a history icon.
- Enhanced GoalsScreen to support filtering goals with a search bar and filter chips.
- Updated formatGoalValue function to handle new goal type 'ACTIVITIES'.
- Added unit tests for goal history, filtering, and goal types.
- Improved error handling and empty states for goal history and goals list.
- Implemented a new time report page in the frontend that displays totals by agent, ticket, or account over a specified date range.
- Added a CSV export functionality for the time report, allowing users to download their report data.
- Created API endpoint for exporting time report data in CSV format.
- Developed data models and providers for managing time report data in the mobile application.
- Integrated time report navigation into the mobile app, allowing users to access the report from the timesheet screen.
- Added unit tests for time report data parsing and API request handling.
- Enhance escalation policy tests to include first response and resolution hours.
- Introduce new SLA target fields in escalation policies and ensure they are correctly handled in the API.
- Implement SLA target handling in ticket properties, including at-risk and breached states.
- Update UI components to display SLA targets and their default values.
- Add validation for SLA hours input in forms, ensuring proper error handling.
- Create unit tests for SLA target functionality in both escalation policies and tickets.
- Implemented tagging functionality in the article editing and creation forms, allowing users to select tags for articles.
- Updated the article detail view to display related articles based on shared tags.
- Added a new portal view for customers to access help articles, including search functionality.
- Introduced a suggestions feature in the request form to display relevant articles based on user input.
- Enhanced the mobile solution detail screen to support tag selection and display.
- Updated data models to include tag IDs for articles, ensuring proper handling of tags in the backend.
- Added tests to verify the correct behavior of the tagging system in the solution detail screen.
- Implemented a new customer portal for users to manage their support requests.
- Added functionality for users to create and view their support cases.
- Updated article publishing logic to clarify the distinction between approval and visibility in the ticket reply panel.
- Enhanced the comment model to include the author's name when comments are made through the customer portal.
- Improved UI/UX for the solutions and cases pages, ensuring better clarity on article status and visibility.
- Updated documentation to reflect changes in the API and customer portal features.
- Created new email templates for notifying users when a contact, lead, or opportunity is assigned to them.
- Added a health check HTML template for server status.
- Introduced magic link email templates for sign-in codes and links.
- Implemented a new root email template for consistent styling across emails.
- Updated packaging tests to ensure all templates are included in the wheel.
- Modified settings to remove project-level template directories, ensuring templates are sourced from app directories.
- Added new templates for goal milestones and stale deals alerts in the opportunity module.
- Bumped version to 1.3.0 and updated dependencies in the project configuration.
- Enhanced Dockerfile for better build management and added .dockerignore for cleaner builds.
- Introduced CSAT rating functionality in the frontend with corresponding tests.
