Change Log

Bug Fix

• Fix issue when saving changes from Form -> Settings

Bug Fixes

• Fix regenerate form code issue on edit form initialization.
• Fix form builder single file upload (file and image versions).

New Features

• Enabled webhook trigger on v1 API.
• Updated shipping amount and quote total calculations based on shipping packages.

Improvements

• Send quote webhook update when updating quote item,discount and shipping.
• Contact Company validation improvements.
• Contact Contact validation improvements.
• Shipping Company validation improvements.
• Shipping Contact validation improvements.
• Billing Company validation improvements.
• Billing Contact validation improvements.
• Delete Modals heading updates.

Bug Fixes

• Removed rounding of values on quote items to avoid miscalculation.
• Change localization API call from insites/core/localisation to insites/core/localization.
• Categories - Assign Product removed assigned products on the list and removed autofill in input fields.
• Discounts UI updates.
• Item tax now included when creating an order from a quote.
• Item price now included when creating an order from a quote.
• Quote custom field values now included when creating an order from a quote.
• Included item image when creating an order from a quote.
• Fixed map on billing address.
• Fixed map on shipping address.
• Fixed bug where address values does not show when editing.
• Item image now included when creating an order from a quote.
• Order default status set to Open for newly created order.
• Shipping address search fixed.
• Fixed custom field time causing error.

New Features

• Enabled webhook trigger on v1 API.
• Implemented Quote webhooks.

Improvements

• Updated v1 API to use line_item_total directly from the payload if provided, instead of computing it.
• Added "Quote Date", "Quote Company Name", and "Quote Contact Name" to customizable columns in Quote.
• Included id field in all v2 API endpoints.

Bug Fixes

• Resolved inconsistencies and bugs in the v2 API documentation.
• Fixed issue where item pricing in Quote PDF exceeded two decimal places.
• Fixed missing date in Quote PDF.
• Fixed missing details in Quote PDF.

Breaking Changes

• On v2 API renamed order parameter to sort_order to avoid confusion with ecommerce order in the documentation.

Improvements

• GraphQL Performance: General performance improvement for records GraphQL queries by optimizing PostgreSQL plan for larger data sets.

• Boolean Property Handling: The property_boolean field now automatically converts string values f and t to their boolean equivalents (false and true).

Bug Fixes

• Remote Image Upload: Resolved an issue preventing remote image uploads through the record_update GraphQL mutation.

New Features

• The v2 API endpoint return value now includes the ID.

Breaking Changes

• The order parameter on v2 API endpoints has been renamed to sort_order.

New Features

• Added API v2 endpoints for Contact Address, Company Address, Assign Contacts to Company, and Event Stream.
  See the updated v2 API documentation under API > Insites API Endpoints.

Improvements

• Engine Modernization: The Insites engine internals were upgraded to incorporate the latest versions of Rails, Ruby, Liquid, and associated internal dependencies.

• Enhanced Error Handling: The record_update mutation now delivers more user-friendly error messages when a record ID belongs to a different table than what was specified via the table parameter.

Bug Fixes

• Upload Property Handling: Corrected a bug in the record_update mutation that prevented it from correctly processing properties designated as upload type.

New Feature

• API v2 is now available. You can check out the v2 API documentation under API > Insites API Endpoints.
  Note: API v2 requires CRM v5.12.0 or above, and API v5.1.0 or above.
• Added the ability to search by SKU in quotes.
• User table settings (page number, records per page, search, search by) now persist until you move to another feature.

Bug Fixes

• Fixed an issue causing Stripe account updating errors.

Breaking Change

• Updated the cart schema:
  • cart
    • uuid (type: string)
    • contact_uuid (type: string)
    • discount_code_uuids (type: array)
  • cart_item
    • uuid (type: string)
    • cart_uuid (type: string)
    • product_uuid (type: string)
    • quantity (type: integer)
    • variant_uuid (type: string)

New Features

• Email Designs for Email Notifications
  • Default Template
    • Use built-in Insites Forms email template.
  • CMS Layout
    • Customizable email - assign your own Layout from Insites CMS and create your own content via ins-editor.
  • Visual Editor
    • Drag-and-Drop editor with built-in email sections.

Improvements

• Email Notifications UX
  • Add sections and descriptions.
  • Toolbox
    • Configurations for Database Fields are in line with the Fields tab.
      • Sorting
      • Labeling
      • Active Fields
  • Send Test Email based on selected email design.

Bug Fixes

• Forms List - Fix Resource Column Sorting
• Add / Edit Form
  • Fix Alert Messages - Error Message
  • Fix Form Preview
  • Fix Send Test Email in Autoresponder

Requirement

• IMPORTANT NOTE: Update Insites CRM module to v5.12.1 or above before UPDATING to this version.

Breaking Changes

• This updated version is NOT BACKWARDS COMPATIBLE to the previous versions of the Forms Module (v5.4.2 and below)
• Updating to this module version will break existing forms. You will need to recreate your forms using the new form builder.