Change Log

Improvement

• Update ins-table Timezone Overlay formatting.

Bug Fix

• Fix ins-sidebar-item icon flickering issue on hover.

New Features

• Event Ticket Purchases - View all tickets purchased by a company directly from their company profile.
• SendGrid Account Management - You can now delete custom SendGrid accounts when they're no longer needed.
• Version Control Activity Stream - Track all version control changes in real time via the Event Stream.
• Admin Action Tracking - Administrator actions are now logged and visible in the Event Stream.

Improvements

• Clearer Company Deletion - When deleting a company, you'll now see exactly what data will be removed and what will be kept.
• Company Profile Tabs - Improved layout and usability for the Opportunities, Event Sponsorships, and Orders tabs.
• Delete Confirmation - A clear warning message now appears before deleting a company.
• API Key Interface - Updated design for managing Instance API Keys.
• Advanced Filter - Boolean Fields - Boolean field type filters now work correctly in Advanced Filter.
• Advanced Filter - Address Fields - You can now filter CRM records by address fields.
• Redirects Interface - Cleaner, updated UI for managing redirects.
• CRM Export Filters - Export filters now apply correctly when exporting CRM data.
• Contact Prefix Options - More prefix choices available when creating or editing CRM contacts.

Bug Fixes

• Fixed an issue where bulk deleting companies could fail.
• Fixed incorrect values showing for event sponsorships on company profiles.
• Fixed column sorting on the Relationships tab of company profiles.
• Fixed contact imports when profiles are included.
• Fixed display issues for archiving and restoring contacts.
• Fixed Event Stream not displaying entries with a log.action value.

New Features

• V2 Get carts endpoint filter by contact_uuid,session_id,company_id

Improvements

• When deleting the cart, all of it’s cart_items must be deleted
• Cart Items V2 API

Bug Fixes

• Using partial modules/insites_ecommerce/seo, the code returns empty canonical which is flagged as an error by w3C
• Adding products with variants sometimes lead to double value
• Opening order details linked from Dashboard->Events Stream shows popup error.
• Order item is not added when adding order via IIA
• Cart Item total displayed is 0
• Updates to products should reflect in cart items (updated cart_item to be linked to product and not use screenshot of the product details)
• The computation for order_total is wrong when the product is_tax_included=true or is_sale_price_tax_included=true (for is_on_sale=true)
• Product variant get controller not working
• Table Data Styles
• Fix local storage for localisationData

Breaking Change

• Update all v2 PUT endpoint to PATCH
• Updated cart_item schema. Removed product snapshot details and now using the product details from product database.

What is this?

Insites AI Tools is a skill documentation package that teaches LLMs (Claude, GPT, etc.) how to write correct code for the Insites platform. When installed, AI assistants can help developers build pages, query data, create commands, handle authentication, deploy code, and follow Insites coding conventions — without hallucinating unsupported features.

GitHub repository: https://github.com/insites-io/insites-ai-tool/

New Features

• Instance Logs
  • A new "Logs" tab has been added to the instance settings page, providing users with details on how to connect the Insites CLI Tool to their instance and view logs directly.
• Intercom Integration
  • Intercom has been installed into the Console, enabling real-time customer support and communication within the platform.

Improvements

• Email Notifications
  • Added instance environment (Staging/Production) to all email notification templates including SSO Failed, Domain Requests, New SSO, Marketplace Item Install, Instance Duplication, Create Instance Success/Fail, Delete Instance, and Module Update notifications.
  • Standardised time format across all email notifications to use UTC.
  • Fixed display of special characters in email subject lines.
  • Pagination page number preferences are now stored per account, so switching between accounts retains each account's pagination state.
• Instance Display Enhancements
  • The default domain is now shown as the display URL on instance cards and details pages.
  • Added the default domain to the instance card information view.
  • Changed the system domain tag colour for better visibility.
• Insites SSO
  • SSO login now uses the default domain for instances.
  • SSO login failure emails updated to display the default domain.
  • Improved handling of SSO API endpoint failures with more user-friendly error messages instead of generic 401 responses.
• Instance Duplication
  • Improved logging on failed instance duplication attempts.
  • The user performing the duplication is now automatically added to the email allowed list on the duplicated instance.
  • Source instance module versions are now correctly populated during duplication.
  • Marketplace items are now properly installed on duplicated instances.
• Marketplace
  • Fixed missing install button for Seedling and other marketplace items.
  • Reviewed and fixed marketplace action button display logic for items without actions.
• General
  • Increased session timeout duration to one month.
  • Improved error messages across the platform for a better user experience.

Bug Fixes

• Fixed an issue where instance details page was not loading correctly.
• Fixed an issue where users were unable to view the instance frontend.
• Fixed SSO key not being created on new instances.
• Fixed an issue where SSO login failed on certain instances due to Elasticsearch errors.
• Resolved several additional minor bugs to enhance system stability and performance.

New Features

• Data export functionality added to the CLI tool.
• GraphiQL package updated to latest version.
• GraphQL GUI: tab/pin queries UX improvement.
• Instance duplication support reviewed and improved (duplicate init).

Bug Fixes

• Fixed Data Clean missing prompts module in packages.json.
• Fixed 401 client error response not being handled correctly.
• Fixed "No such file or directory" error.
• Fixed migrations generate command.
• Fixed CLI database issues.
• Fixed user list not displaying any users.
• Fixed filter-by select on the users page not working.
• Fixed database table item values not being displayed.
• Fixed database filter-by layout bug.
• Fixed database table search not working.
• Fixed database table items overflowing without scroll.
• Fixed constants page layout and loading issues.
• Fixed constants page returning "Page Not Found".
• Fixed saving a constant triggering a full page reload.
• Fixed incorrect padding on the logs list.
• Fixed GraphQL clear button not functioning.

Improvements

• Various stability and error handling improvements.
• Fixed missing scrollbar on navigation tabs.
• General styling improvements to the users page (headings, labels, buttons, spacing).
• Search input placeholder updated to "Search Users".
• Database search placeholders updated and row alignment improved.
• Added a confirmation prompt when deleting a constant.
• Increased the width of the constants input field.
• New constants now appear at the top of the list.
• Layout and button styling improvements to the Liquid and GraphQL pages.

New Feature

• String interpolation in double-quoted strings: You can now use syntax inside double-quoted strings for cleaner, more readable variable interpolation. This feature is disabled by default on existing instances to prevent backwards compatibility issues, but enabled by default on new instances. To enable on an existing instance, add to your config.yml: string_interpolation: true

  Example:

  {% assign name = "Alice" %}
  {% assign greeting = "Hello {{ name | upcase }}!" %}
  {{ greeting }}
  

  Output: Hello ALICE!

  Features:

  • Works with variables, property access, array access, and filters
  • Supports filter chains: "{{ name | upcase | truncate: 10 }}"
  • Multiple interpolations: "{{ first }} {{ last }}"
  • Works in all tags that accept string values (assign, function, background, export, log, etc.):

    {% assign var = "world" %}
    {% log "hello {{ var }}" %}
    {% assign greeting = "hello {{ var }}" %}
    {% function res = "lib/func", arg: "hello {{ var }}" %}
    

  Important notes:

  • Single-quoted strings never interpolate (use for literal `` text)
  • Breaking change if enabled: Existing templates with double-quoted strings containing literal {{ }} text will now interpolate. Use single quotes for literal text: 'Use {{ variable }} syntax'

Improvements

• Upgraded internal dependencies for improved performance and security
• Upgraded GraphQL gem to the latest version for security and performance
• Clearer error messages for record_update and record_destroy: When a record with the provided ID cannot be found, the error message now clearly specifies which table was being searched. For example:
  • Before: Couldn't find Customization with 'id'=123
  • After: Can't find Boats with id=123
• assign tag now supports hash/array operations directly: The assign tag has been extended with capabilities previously only available through hash_assign (which is now deprecated). You can now use a single, unified syntax for all variable assignments, including initializing hash and array:
  • Empty hash/array literals: {% assign foo = {} %}, {% assign bar = [] %} (no need to do '{}' | parse_json anymore)
  • Inline hash/array literals with values: You can now create hashes and arrays with initial values directly in the assign tag. Variables are evaluated, and can be used both as values and as keys:

    {% assign var = "hello" %}
    {% assign hash = { "key": var, var: "value", arr: ["el1", var] } %}
    {{ hash }}
    

    Output: { "key": "hello", "hello": "value", "arr": ["el1", "hello"] }
  • Bracket notation: {% assign foo["bar"] = "baz" %}
  • Dot notation: {% assign foo.bar = "baz" %}
  • Mixed notation (combining dots and brackets): {% assign foo.bar["baz"] = "qux" %}
  • Array append with <<: {% assign foo << 'bar' %} (no need to use array_add filter)
  • Nested operations: Full support for deeply nested hash and array assignments, e.g., {% assign foo["bar"]["baz"]["qux"] = [] %}{% assign foo["bar"]["baz"]["qux"] << "first" %}
  • Performance: Key lookups are pre-computed at parse time for faster rendering
• function tag now supports the same hash/array syntax: Bracket notation, dot notation, mixed notation, and array append with << now work with function too:
  • {% function foo["bar"] = 'partials/compute', input: 'baz' %}
  • {% function foo.bar["baz"] = 'partials/get_name', id: 123 %}
  • {% function foo << 'partials/fetch_item', id: 1 %}

Bug Fix

• config.yml warns about missing property instead of triggering an error: Missing app/config.yml properties no longer cause fatal errors. The platform now logs a warning instead, allowing the application to continue running while still notifying developers of the issue.

New Features

• Added boolean product options to control website display visibility.
• Introduced custom display fields for Discounts to allow more flexible configurations.

Improvements

• Product SKU and Variant SKU must now be unique to prevent duplication issues.
• Enhanced cart functionality with performance improvements and minor bug fixes.
• Improved Freight Supplier logic and resolved related issues.
• Various UI enhancements for better usability and consistency.

Bug Fixes

• Fixed UI issues when bulk enabling or disabling Ecommerce products.
• Resolved an error related to the evaluation of o.value.noResultsTitle = "No Payments, yet."
• Removed unintended CSS override on list checkboxes.
• Fixed issue where shipping weight was hidden by the total calculation in the Edit Product drawer.
• Fixed issue where removing the billing address did not remove the associated map.
• Resolved issue where the CRM address was displayed even when no contact or company was selected.
• Fixed the advanced date filter not functioning correctly.
• Fixed Order Item total not displaying in the Edit drawer.
• Resolved overlapping tooltip and status display in the Quote detail view.
• Fixed the issue where the quote total displayed as 0 even though items were present.

Breaking Change

• Deprecated order.total_amount; now using order_total instead.
• Updated webhook responses for Create Order, Update Order, Create Quote, and Update Quote.

New Features

• Introduced API v2 endpoints with controller access for asset files and folders.
• Added a "Reports" page for viewing current storage usage.
• API v2 documentation available under API > Insites API Endpoints.