- Revised README.md, schema.yml, and various mobile files to change the project description to "CRM for AI and People."
- Updated the description in pyproject.toml and mobile pubspec.yaml for consistency.
- Adjusted splash screen text in the mobile app to align with the new branding.
- 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.
- Bump version to 1.10.0+14
- Update http from ^1.1.0 to ^1.6.0
- Update google_sign_in from ^7.1.1 to ^7.2.0
- Update flutter_secure_storage from ^10.3.1 to ^11.2.0
- Update firebase_core from ^4.12.1 to ^4.15.0
- Update firebase_crashlytics from ^5.2.6 to ^5.4.0
- Update go_router from ^17.2.3 to ^18.0.1
- Update flutter_riverpod from ^3.3.1 to ^3.4.3
- Update table_calendar from ^3.2.0 to ^3.2.1
- Update intl from ^0.20.2 to ^0.20.3
- Update url_launcher from ^6.3.1 to ^6.3.2
- Update file_picker from ^11.0.3 to ^13.1.0
- Update google_fonts from ^8.1.0 to ^8.2.1
- Update lucide_icons_flutter from ^3.1.15 to ^3.1.20
- Add cross_file dependency for testing
test: add FakePlatformFile for testing file uploads
- Introduce FakePlatformFile to mock file picker behavior in tests
- Update attachment_upload_test, csv_import_provider_test, support_ticket_test, and csv_import_sheet_test to use FakePlatformFile
- 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.
- 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.
- 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.
- Added tests for moving leads, allowing non-admin creators to move their own leads.
- Updated the LeadMoveView to support moving leads with explicit order and improved permission checks.
- Introduced OpportunityMoveSerializer for moving opportunities, including permission checks for creators and assignees.
- Created tests for moving opportunities, ensuring proper RBAC and handling of closed stages.
- Enhanced TaskMoveView to allow non-admin creators to move tasks, with similar permission checks.
- Updated frontend to support moving deals with drag-and-drop functionality, including optimistic UI updates and error handling.
- Added API endpoints for moving opportunities and updated mobile app to utilize the new move functionality.
- Added bulkUpdate and bulkDelete actions in the tickets server-side logic.
- Enhanced the tickets Svelte component to support bulk selection and actions.
- Introduced a BulkActionBar component for managing selected tickets.
- Updated the tickets API configuration for bulk operations in the mobile app.
- Implemented bulk update and delete methods in the mobile tickets provider.
- Created unit tests for bulk update and delete functionalities in both mobile and frontend.
- Added UI tests for ticket selection and bulk actions in the mobile app.
- Implemented `InvoiceTemplateFormScreen` for creating and editing invoice templates.
- Added functionality to pre-fill form fields from existing templates.
- Enhanced `InvoiceTemplatesScreen` to allow admins to create new templates and set defaults.
- Updated routing to include paths for creating and editing templates.
- Added tests for the new template form and its integration with the templates list.
- Ensured proper handling of admin-only actions and user permissions.
- Added teams and last signed in information to the profile screen.
- Introduced new link rows for API tokens, goals, timesheet, and tasks.
- Implemented a new _LinkRow widget for better navigation and UI consistency.
fix: update attachment handling in task and ticket detail screens
- Changed attachment opening logic to use API for downloads instead of direct file paths.
- Ensured that attachments without files are handled gracefully.
feat: add contact management to ticket form and detail screens
- Included contact selection in the ticket form, allowing users to link contacts to tickets.
- Updated ticket detail screen to display associated contacts.
refactor: improve API service for file uploads
- Modified the API service to support both POST and PUT methods for file uploads.
test: add unit tests for ticket contacts and document download URLs
- Created tests to ensure correct handling of ticket contacts and document download logic.
- Verified that the absence of contacts does not cause crashes and that payloads are correctly formed.
- Introduced new MenuRow items for Documents and Goals in the MoreScreen.
- Updated the navigation to link to the respective screens for Documents and Goals.
test: add comprehensive tests for Documents and Goals functionality
- Created unit tests for document handling, including sharing and editing permissions.
- Added tests for goal management, including creation, status tracking, and validation.
- Ensured coverage for edge cases in document and goal functionalities.
test: implement integration tests for Documents and Goals screens
- Developed integration tests to verify the rendering and functionality of Documents and Goals screens.
- Included tests for user roles (admin vs member) and their respective permissions.
- Implemented a new support ticket creation screen with form validation and file attachment capabilities.
- Added a support ticket detail screen to view ticket messages and reply functionality.
- Created a support ticket list screen to display all tickets with options to create new tickets.
- Enhanced API service to handle downloading private attachments securely.
- Updated attachment upload service to support file selection and validation for support tickets.
- Added unit tests for support ticket functionalities, including ticket creation, replies, and attachment handling.
- Introduced self-serve help options for deployments without support queues.
- Added a confirmation step for closing parent tickets that may have open child tickets.
- Introduced a new `close.js` module to handle the logic for identifying open descendants and generating summary messages.
- Updated the ticket detail page to include a close button that triggers the confirmation panel.
- Enhanced the close dialog to display the names of tickets that will be closed and allow users to add a resolution comment.
- Implemented tests for the new close functionality, ensuring correct behavior for various scenarios.
- Updated mobile app to reflect changes in the ticket closing process, including the handling of open descendants and resolution comments.
- Removed the old server endpoint for closing tickets with children, as the new logic is now handled client-side.
- Updated SettingsHubScreen to include new menu options for Inbound Email and Approval Rules.
- Implemented new screens for managing inbound emails and approval rules.
- Added tests for the new inbound email and approval rules functionalities, ensuring proper rendering and behavior.
- Created unit tests for ApprovalRule and Mailbox models, covering JSON serialization and business logic.
- Added `close_with_children_dialog.dart` to handle the close ticket prompt with linked tickets.
- Updated `_closeWithChildren` method in `ticket_detail_screen.dart` to utilize the new dialog and respect organization settings for default checkbox state.
- Enhanced ticket closing feedback messages based on whether linked tickets were also closed.
- Introduced unit tests for `AccessToken` and `OrgSettings` to ensure proper serialization and functionality.
- Added tests for the new close-with-children dialog to verify UI behavior and settings integration.
- Updated existing tests to cover new functionality and ensure no regressions.
- Implemented ReopenScreen for managing the reopen policy, including admin-only access and editing capabilities.
- Added MenuRow for navigating to the Reopen policy settings in the SettingsHubScreen.
- Created unit tests for the ReopenPolicy model, covering JSON serialization and validation logic.
- Introduced BusinessCalendar model and tests for business hours functionality.
- Updated phone viewport tests to include scenarios for the reopen policy screen.
- Introduced a new menu option for 'Escalation' in the settings hub screen.
- Added tests for the escalation policies, including rendering, sorting, and behavior based on active/inactive states.
- Implemented logic to handle escalation policies in various scenarios, ensuring proper notifications and actions based on the policy configuration.
- Created unit tests to validate the functionality of escalation policies, including edge cases for targets and breach counts.
- Added a new menu option for routing settings in the settings hub screen.
- Implemented comprehensive tests for routing rules, covering various scenarios including rule creation, activation, deactivation, and condition handling.
- Introduced fake client for testing API interactions and ensured proper serialization of routing rules.
- Enhanced routing rule logic to handle active and inactive assignees correctly.
- Introduced a new TagsScreen for managing tags across records.
- Implemented functionality for creating, turning off, turning on, and merging tags.
- Updated SettingsHubScreen to include a link to the new TagsScreen.
- Added tests for the TagsScreen to ensure proper rendering and functionality.
- Created unit tests for tag-related logic, including usage calculations and duplicate detection.
- Implemented comprehensive tests for custom fields, covering key validation, draft validation, payload creation, and parsing.
- Added tests for macros, including permission checks, removal actions, draft validation, and payload structure.
- Established a fake HTTP client to simulate API responses for testing purposes.
- Ensured that all edge cases and expected behaviors are thoroughly validated in both custom fields and macros.
- Implement tests for contact billing rules in new_invoice_test.dart
- Validate line item payload structure and constraints in new_invoice_test.dart
- Create comprehensive tests for notifications provider in notifications_provider_test.dart
- Ensure correct handling of unread notifications and marking them as read
- Add tests for timesheet provider functionality in timesheet_provider_test.dart
- Verify time entry parsing, running timers, and week calculations
- Introduced BoardScreen for kanban board functionality.
- Updated app router to include route for the board screen.
- Added UI components for creating and managing boards and lanes.
- Implemented card management within lanes, including adding, moving, and deleting cards.
- Enhanced tasks list screen with navigation to the board screen.
- Created unit tests for board provider to ensure correct functionality and API interactions.
- Implemented TeamScreen to display active and deactivated team members.
- Added functionality to invite new members and manage roles (admin/member).
- Integrated error handling for API responses and loading states.
- Created reusable widgets for displaying member information and actions.
feat: enhance TasksListScreen with initial view filtering
- Modified TasksListScreen to accept an initial view parameter for filtering tasks.
- Implemented logic to apply filters based on dashboard badge taps.
- Updated UI to show active filters with clear options.
test: add unit tests for dashboard badge filters
- Created tests to verify the behavior of task and lead filters based on dashboard badges.
- Ensured correct API query parameters are sent for various filter scenarios.
test: add unit tests for team provider functionality
- Implemented tests for team provider to validate fetching and managing team members.
- Verified role changes, activation status updates, and invite functionality.
- Ensured proper handling of API responses, including error states.
- Implemented file attachment upload feature in task detail screen.
- Added a new AttachFileButton widget for initiating file uploads.
- Created AttachmentTile widget to display uploaded files with icons based on file type.
- Enhanced ticket detail screen to include a new Files tab for viewing and uploading attachments.
- Introduced AttachmentUploadResult class to handle the result of file uploads.
- Added postMultipart method in ApiService for handling multipart file uploads.
- Implemented attachment upload logic in attachment_upload.dart service.
- Updated pubspec.yaml to include file_picker dependency for file selection.
- Added unit tests for attachment upload functionality to ensure reliability.
- Removed serialization of full account, contact, lead, and opportunity objects from the dashboard API response.
- Added new fields for urgent counts, pipeline by stage, revenue metrics, hot leads, tasks, activities, and goal summary.
- Updated the context building logic to only include counts and essential data.
Enhance JWT signing key validation in settings
- Added a check to ensure the SECRET_KEY is at least 32 bytes for HS256 JWT signing.
- Introduced warnings for development environments when the key is shorter than required.
Update environment variable documentation
- Clarified the requirements for the SECRET_KEY in the environment variables documentation, emphasizing the minimum length for security.
Revise mobile app API configuration for self-hosting
- Updated the mobile app to allow self-hosting by using `--dart-define` for API_BASE_URL and GOOGLE_SERVER_CLIENT_ID.
- Ensured that the app enforces HTTPS in release builds to secure JWT transmission.
Implement entity lookup for task linking in mobile app
- Created a new EntityLookup model to handle task attachments to accounts, leads, opportunities, and tickets.
- Refactored task form screen to utilize the new lookup mechanism, improving the user experience by providing real-time loading states and error handling.
Add unit tests for new features and configurations
- Implemented unit tests for API configuration, entity lookup, and task link picker to ensure functionality and reliability.
- Implemented ContactsListScreen to display a list of contacts with search functionality.
- Added infinite scrolling to load more contacts as the user scrolls.
- Created a count strip to show the number of contacts loaded.
- Added error handling and retry functionality for loading contacts.
- Introduced a new ContactRow widget for displaying individual contact details.
refactor: enhance deal form unsaved changes detection
- Replaced manual unsaved changes checks with a baseline snapshot comparison.
- Updated the deal form to capture the initial state of the form for better change detection.
- Improved the handling of unsaved changes for various fields in the deal form.
refactor: update lead form unsaved changes detection
- Implemented baseline snapshot comparison for unsaved changes in the lead form.
- Enhanced the lead form to ensure all relevant fields are considered for change detection.
feat: add accounts and contacts menu items in settings
- Added new menu items for Accounts and Contacts in the MoreScreen for easier navigation.
refactor: update task forms to use account options provider
- Changed references from accountsProvider to accountOptionsProvider in task forms for consistency.
fix: improve auth service sign-out process
- Updated the sign-out method to notify the server of the sign-out while ensuring local state is cleared.
test: add unit tests for account and contact parsing
- Created tests to validate the parsing of account and contact data from API responses.
- Ensured that the parsing logic correctly handles nested structures and missing fields.
