Insites Docs Change Log

Change Log

Date Period

Console v5.9.7

February 12, 2025

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New Features

  • Detailed Reporting on Data Objects
    • We now provide a comprehensive breakdown for Production instances of all data objects across all Insites Modules for production instances. This enhancement enables you to see the number of data objects used throughout your entire instance. Please ensure that your CRM module is updated to at least version 5.11.7.
    • Modules including:
      • API
      • Assets
      • CMS
      • CRM
      • Databases
      • Ecommerce
      • Events
      • Forms
      • Locator
      • Permissions
      • Pipelines
  • Edit Tag Text and Color
    • Users now have the flexibility to personalize and organize their tags more effectively by editing the title text and color of existing tags.

Improvements

  • Active Account Display
    • Users can now see the account they are currently logged into.
  • Inviting Existing Users within the Console
    • When inviting a user who is already associated with another account, their existing name and contact number will be displayed. You will not be able to modify or add new details for that user, as their primary information is retained.
  • Several updates to the UI and UX across the Console.

Bug Fixes

  • Fixed bugs in the instance creation and duplication processes to enhance performance.

Platform Update

February 11, 2025

New Features

  • Hard Delete for Assets: Introduced hard_delete argument to admin_asset_delete_all mutation. When enabled, this removes assets from storage providers like S3 or R2.

Improvements

  • Background Job Processing: Deploy background job now executes in a separate process to ensure thorough cleanup operations.

  • Instance Clone Error Messages: More descriptive error handling for better debugging.

Bug Fixes

  • UserProfile GraphQL Query: Resolved edge case affecting UserProfile GraphQL query functionality.

  • Google OAuth2 Provider: Restored deprecated Google OAuth2 provider support.

  • context.globals in Background Jobs: Fixed context.globals access within background jobs.

  • Instance Clone Asset Metadata: Corrected asset metadata copying during Instance Clone operations across stacks.

  • User Name Recalculation: Resolved built-in user name recalculation when name components update via UserForm.

Platform Update

January 25, 2025

New Features

  • Activity Publish Mutation: Added an at argument to the activity_publish mutation for better control over activity timestamps.

  • hash_except Filter: Introduced the hash_except liquid filter for improved data filtering.

  • Admin Pages Query Filter: Extended the admin_pages query to support filtering by subdomain.

  • Instance Clone Cross-Stack: New endpoints enabling instance copying across different stacks (requires pos-cli 5.3.0+).

Improvements

  • Record Update Optimization: Eliminated race conditions in record_update operations and enhanced atomic operation performance.

  • DateTime Filtering: GraphQL queries now accept epoch values as filter parameters for datetime arguments.

  • Asset Deletion Reliability: The admin_asset_delete function now guarantees physical file removal, even when previously marked as soft-deleted.

Bug Fixes

  • User Email Update: Resolved edge case where user_update mutation would fail when reassigning a user to their existing email address.

Ecommerce v5.9.1

January 24, 2025

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New Features

  • Quotes import and export
  • Multiple shipping packages can be added for quotes
  • New Database order_discounts

Improvements

  • PDF Layout has been updated
  • Updated layout for quote items
  • Item/Discount/Shipping Package List are now clickable

Bug Fixes

  • Displaying all details on quotes sidebar
  • Quotes display fields are now draggable

Breaking Changes

  • Order database field discount_code_uuids has been deprecated. We are now using the database order_discount to store discounts for orders.

Locator v5.1.4

January 17, 2025

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Improvements

  • Aligned date and time to use the system timezone and IIA localization settings.
  • Added more data source options in Custom Fields.
  • Implemented UI and UX improvements.

Bug Fixes

  • Fixed a bug when using a single quote in GeoJSON.
  • Fixed a bug where 'Use Meta Title as Open Graph Title' was not being saved.
  • Fixed a bug where 'Use Meta Description as Open Graph Description' was not being saved.
  • Fixed a bug where Open Graph Title and Open Graph Description did not update when the corresponding fields were updated, if the respective toggles were enabled.

CRM v5.11.6

January 16, 2025

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New Features

  • Added "Created Date" to column selections.
  • Added the ability to create and assign a contact to a company during company creation.
  • Added Filter by Status to the System Logs page.
  • Added a copy function to emails and phone details.
  • Added the ability to filter by custom fields.
  • Added import and export functionality for activities.

Improvements

  • Made City and Postal Code mandatory fields for addresses.

Bug Fixes

  • Resolved an issue causing the new component update message to loop indefinitely.

Breaking Changes

  • Updated the payload for add and update activity in the Activity API. For details, refer to the latest documentation here.
  • Removed the API for contact and company activities as activities API are now centralized.

Console v5.9.6

January 14, 2025

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New Features

  • Enhanced Pagination
    • We've introduced memory-saving pagination options. Your preferences for pagination settings in Instances, Folders, and People will now be saved, ensuring a consistent experience that won't default back to previous settings.
  • Category Filtering
    • Easily navigate Marketplace items with our new category filters, allowing you to quickly find what you're looking for based on specific categories.
  • Redirecting URL for Domains
    • If your domain has a redirecting URL, you can specify it for the domains added to your instances. This is particularly important for Single Sign-On functionality, as redirects can prevent SSO from completing successfully. The Console will be using the redirecting URL as the primary domain in the SSO flow, so you can avoid encountering issues such as 302 redirect responses, ensuring a seamless login experience.

Improvements

  • We've refined several design elements across the entire system for a more intuitive and visually appealing user experience.

Bug Fixes

  • Resolved several minor bugs to enhance system stability and performance.

Data v5.5.3

January 14, 2025

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New Features

  • External APIs
    • Get Database Item

Data v5.5.2

January 13, 2025

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New Features

  • External APIs
    • Get Database
    • Get Database List
    • Add Database Item
    • Update Database Item
    • Delete Database Item

Ecommerce v5.9.0

January 10, 2025

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New Features

  • Quotes
    • General
      • Create Quote
      • Edit Quote
      • Delete Quote
      • Quote Lists
    • Quote Items
      • Create Quote Item
      • Edit Quote Item
      • Delete Quote Item
      • Quote Items Lists
    • Quote Discounts
      • Create Quote Discount
      • Edit Quote Discount
      • Delete Quote Discount
      • Quote Discounts Lists
    • Other
      • Generate Quote PDF
      • External Endpoints: Quote, Quote Items, Quote Discounts
  • Added field is_fixed_tax_amount on order_items

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