Insites Docs Change Log

Change Log

Date Period

Insites CLI Tool v5.8.1

August 26, 2025

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Improvements

  • The CLI GUI now serves and uses GUI v3 by default.

Events v5.5.2

August 20, 2025

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New Features

  • Ticket Pricing and Grouping
    • Added a new feature to define ticket pricing and grouping, allowing for more flexible event ticket management. This new feature introduces a more flexible and robust system for managing event tickets by redesigning the underlying data structure.
    • Redesigned Data Flow
      • The core of this feature is a conceptual change. The event_venue_area table has been reframed as a "Pricing Division" to better reflect its purpose in the new system. While the table name was not changed to prevent breaking changes, its functionality has been significantly expanded. Users still have the control how many people can avail the tickets.
      • A new "Pricing Division Tiers" table has been added to the database. This table allows for multiple price points to be associated with a single Pricing Division, giving event organizers the ability to offer different ticket prices (e.g., Early Bird, General Admission, VIP) within the same area.
      • To support this new model, several fields were added and deleted from the existing event_venue_area and event_ticket tables. IMPORTANT NOTE: Two new migration files were created to update the database schema, ensuring a smooth transition for existing data.
    • User Interface and Display
      • The ticket form has been updated with new fields and dedicated sections. A new accordion was also added to the drawer form to highlight the price, tax, and total details.
      • With the new fields introduced in the data tables, additional column display options have been added to the Events and Tickets list tables.
      • To ensure all users can see these new fields, a migration was created to reset the current column lists for all accounts. This ensures that the new display options are immediately available and align with the updated data structure.
    • New Integrations
      • We have also introduced 2 new row actions on the Tickets table for managing group tickets:
        • Edit Group
        • Delete Group
      • Additionally, a new feature has been added that allows you to change the type, division, and tier of existing tickets. When these changes are made, the tickets_remaining count is automatically updated across all related tables, including event, division event_venue_area, and event_pricing_tier, ensuring data consistency.
    • V2 API Endpoints
      • New V2 API endpoints for event tickets have been added to the system.
      • The new API-to-controller setup is now complete, ensuring that client-side data retrieval (via API) and server-side rendering (via controller) are handled with optimal efficiency.

Improvements

  • Event and Ticket Management
    • Updated the Event's Details and Venue Tabs.
    • Added the ability to clear a field in the dropdown for an event form.
    • Added additional options for Ticket's Confirmation Status.
    • Added new search and filter options for the Tickets List table.
    • Added new fields to the available columns to display in the Tickets List table.
  • Data and Integrations
    • Added an event in the event stream when deleting an Event.
    • The email address is now shown in the CRM Contact Fields data source.
    • Purchaser fields are now shown in the Ticket form.

Bug Fixes

  • Event and Ticket Data
    • Fixed the issue with the total_tickets_sold field in the Event columns.
    • Corrected the Event's geojson data when editing.
    • Fixed the issue with Custom Fields datetime.
    • Fixed various "Type Error" issues.
  • System and UI
    • Fixed the Attendee Company field toggle to a text box when not using a CRM Company.
    • Fixed the Paginated List Delete flow for both bulk and row actions.
    • Removed page and size parameters from the get_filter_options function which prevented some lists being displayed correctly.

Breaking Changes

  • Table Updates
    • event_venue_area
      • Added
        • name
      • Removed
        • is_individual_ticket_enabled
        • individual_ticket_price
        • individual_ticket_price_2
        • individual_ticket_price_3
        • is_group_ticket_enabled
        • group_ticket_price
        • group_ticket_price_2
        • group_ticket_price_3
    • event_ticket
      • Added
        • reference_code
        • row
        • seat
        • event_venue_area_uuid
        • event_pricing_tier_uuid
        • price_includes_tax
        • tax_type
        • purchased_by_company_uuid
        • contact_company_phone_number
        • contact_company_phone_country_code
        • contact_company_email
    • event_pricing_tier (NEW)
      • uuid
      • event_uuid
      • event_venue_area_uuid
      • capacity_type
      • name
      • price
      • price_includes_tax
      • tax_type
      • tax
      • availability_start_date
      • availability_end_date

For further information about the Event Tickets object please see the API V2 Documentation at {{your_instance_URL}}/admin/api/events/event-tickets/overview

Insites CLI Tool v5.8.0

August 18, 2025

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New Features

  • New GUI v3: new UI stack (Vite, React, TanStack Router, shadcn/ui).
  • Logs page: view and inspect logs in the GUI.
  • Badge component added to the UI library.
  • Records viewer component for viewing record details.
  • Records table with configurable columns and create-record table columns support.
  • Records filter component with filter and sort schema.
  • Date range and input box components for filters and forms.
  • Liquid page and Liquid editor updates (CodeEditor and LiquidEditor improvements).
  • Users page and users types for managing users in the GUI.
  • Database page with sidebar, hooks, and database components.
  • Records and tables hooks for loading and managing tables and records.
  • Select attribute added to GraphQL options interface.
  • Debounce util and records variable reducer for table state.
  • Providers updated to accept props and sidebar provider added.
  • Shadcn UI dependencies and extra components (date picker, calendar, data components, etc.).
  • Constants: description hover on constants.
  • Sidebar active mode updates for navigation state.

Improvements

  • Background styling updates.
  • Redundant CSS variables removed.
  • Custom variables, fonts, and scroll UI added to styles.
  • Table types updated for database/records.
  • Unused hook removed.
  • Unused sidebar component removed.
  • Cleanup on records and users.

Ecommerce v5.10.4

August 08, 2025

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New Features

  • Added the ability to continuously add order items.
  • New endpoint for adding multiple order discounts.
  • New product table field - is_sale_price_tax_included.
  • New quote_item table field - unit_price_includes_tax.
  • New order_item table fields - is_use_sale_price , unit_price_includes_tax.
  • New product_variant table fields - is_tax_included , is_variant_sale_price_tax_included.

Improvements

  • Added loading for notify/confirm popups.
  • Contact/Company content and form layout updates.
  • Quote Item Tax Fields layout updates. Improved calculations. Fixed display values.
  • Order Item Tax Fields layout updates. Improved calculations. Fixed display values.
  • Product Fields layout updates. Improved calculations. Fixed display values.
  • More fields options for Products table display fields.
  • Various Product tabs and variants and form improvements.
  • Tax and total calculation improvements on products and variants.
  • More display field options and more accurate display values on products and variants.
  • Add loading to modal and notification/dialog on Order Payment.
  • Order Billing contact various improvements.
  • Order Billing company various improvements.
  • Order Billing address various improvements.
  • Order Item UI improvements.
  • Updated Order list default Search by field.
  • Add ability to add shipping package on create Order.
  • Event stream UI updates.
  • Add ability to delete shipping information (company/contact/address).
  • Add ability to delete order note
  • Add ability to delete billing information (company/contact/address).
  • Order Shipping/Billing company/contact/address form layout update.
  • Fixed filters on mobile.
  • Fixed order values showing extra decimals.

Bug Fixes

  • Fixed issue where media files are not included when creating order from a quote.
  • No value showing on Quote Company Name.
  • Fixed issue on downloaded PDF's content values.
  • SEO data for ecommerce doesn't reflect properly.
  • Fixed issue where some Custom fields drop-up options are hidden.
  • Fixed validation errors when adding order items.
  • Exporting orders has "Billing Lattitude" where it should be "Billing Latitude".
  • Fixed issue where Freight method and freight option when adding shipping package from endpoint.

Insites Components v2.15.4

August 01, 2025

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Bug Fixes

  • Fixed an issue where the Prev(<) and Next(>) buttons were not working in the ins-gallery component.
  • Minor bug fixes.

CRM v5.12.4

August 01, 2025

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New Features

  • Sponsor information from Events is now displayed under the Events tab on Company records.
  • Allowed users to delete their Twilio configuration.
  • Triggered a webhook when custom fields on a Contact were edited.
  • Triggered a webhook when custom fields on a Company were edited.

Bug Fixes

  • Fixed an issue where the default_address could not be updated via the Update Company v2 API.
  • Added missing id to the v2 API response of the Task Comment endpoint.
  • Corrected documentation for the following v2 API endpoints: Get Task Comments, Get Contact Relationships, Get Contact Addresses, Get Company Relationships, Get Company Addresses, and Get System Fields.
  • Fixed an issue where a contact without a profile could not be updated via the v2 API.
  • Fixed a bug where profiles could not be removed when adding contacts.
  • Fixed missing data in the Twilio Configuration Update email.
  • Fixed an issue with the login redirect flow.
  • Various minor bug fixes.

Improvements

  • Updated the format of the custom fields data columns.
  • Various UI and UX improvements.

Breaking Changes

  • Updated the webhook payload to a more structured format, now aligned with the v2 API response object.

Platform Update

July 29, 2025

New Features

  • Public S3 Uploads: Added the ability to allow public S3 uploads.

  • Upload Deletion Mutation: New upload_delete mutation for handling upload deletions.

Improvements

  • Background Jobs: Enhanced reliability for elastic reindexing processes.

  • Database Performance: Strengthened query dependability and speed optimization.

  • Email Systems: Augmented reliability measures and security protections.

  • Time Attribute Handling: Better standardization across the platform.

  • Monitoring: Enhancements to performance tracking and observation tools.

Data v5.6.0

July 18, 2025

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New Feature

  • UI for setting Database File Path.
  • Ability to delete Image Versions.

Improvements

  • Add option for exporting created_at and updated_at
  • UI and UX Improvements.

Bug Fixes

  • Fix filtering on date time fields.
  • Fix image version saving of height and width.
  • Fix tooltips on Media field type.

Insites Components v2.15.3

July 09, 2025

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New Features

  • New component: ins-input-search
    • Search input box component that dynamically generates search options.
  • ins-table
    • Multiple Tags - allow multiple tags for tag columns.
    • Timezone Overlay - overlay for multiple timezone for type: date_time columns.
  • ins-timeline-item - Use hex colors for timeline item.
    • Attributes
      • hex-color
      • font-hex-color
      • border-hex-color
      • background-hex-color
  • ins-filter - Customize date and time format for with-date-filter attribute.
    • Attribute: date-time-format

Ecommerce v5.10.3

July 04, 2025

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New Features

  • Included custom fields in quote customizable columns.
  • Included additional fields in quote customizable columns.
  • Added a custom field quick view for quotes and orders.
  • Webhooks are now triggered when a quote's custom field is updated.
  • Webhooks are now triggered when an order's custom field is updated.
  • Webhooks are now triggered when creating or updating an order via the v1 API.
  • Webhooks are now triggered when creating or updating an order via the v2 API.
  • Webhooks are now triggered when creating or updating a quote via the v1 API.
  • Webhooks are now triggered when creating or updating a quote via the v2 API.

Improvements

  • A quote webhook is now sent when a quote item is updated.
  • Implemented various UI and UX improvements.

Bug Fixes

  • Added missing address values to the quote PDF.
  • Fixed a missing ID in an API example response.

Breaking Changes

  • Removed tracking_code from the quote schema.

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