- 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.
- Added handling for ProtectedError when deleting accounts with linked invoices, estimates, or recurring invoices.
- Updated account deletion response message to include all related billing records.
- Modified date filtering in various views to ensure inclusivity of the end day by using `created_at__date`.
- Introduced tests for date filtering edge cases and account deletion scenarios with billing records.
- Updated package version to 1.4.0 in uv.lock.
- 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.
- 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.
is_owner compared request.profile (a Profile) to opportunity.created_by (a
User FK), which is never equal, so a non-admin creator who is not also an
assignee was wrongly denied moving their own deal. Compare user ids, matching
the detail-view RBAC.
- 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.
