Change Log

New Features

• Import and export capability for Brands.
• API Endpoints for Brands.
• Custom Fields for Quotes.
• Ability to create an Order from a Quote.
• Delete and disable discount statuses.
• You can now create shipping packages for Orders.
• New freight fields are now available.
• Additional Statuses for Quotes and Orders.
• Function to add/edit custom fields on orders via API.

Bug Fixes

• Improved order item form validation.
• Update header text on CSV Import Template for creating products.
• Phone number display bug fixed.

New Features

• Enabled date-time to show multiple time zones on hover. Please configure your localization settings to use this feature.
• Made user settings persist until navigating to a different section of the IIA.

Improvements

• Added links for selected data source items.

Bug Fixes

• Fixed issue where empty notes displayed as "null".
• Fixed issue where mandatory address fields were not highlighted.
• Fixed error when assigning a contact to a company during creation.
• Fixed issue where system logs displayed Insites Core instead of Insites CRM.
• Fixed issue where SendGrid emails displayed incorrect values.
• Fixed issue where Instance Configuration Email Notifications is not saving.

New Features

• Added timezone overlay for insites table.

Bug Fixes

• Resolved an issue where passing the :has-error="false" prop on the ins-input-file component still resulted in a red input box.

Improvements

• Staging Email Interceptor: The staging email interceptor now moves cc and bcc recipients to the subject line for better visibility during development and testing.

New Features

• Added "Quotes" of ecommerce as datasource.

Improvements

• UX Improvements

Bug Fixes

• Fixed a bug where exports failed when sorting was applied.
• Fixed a bug in the boolean filter option where the default value was null.
• Aligned the date and time localisation in CRM.

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.

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.

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.

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.

Improvement

• Ensure no race condition for record_update and improve performance of atomic operations
• Allow epoch as a filter value for datetime argument in GraphQL queries
• admin_asset_delete will ensure the physical file is removed, even if already marked as a soft delete

New Feature

• Add at argument to [activity_publish mutation]
• Add [hash_except liquid filter]
• Add ability to filter by subdomain in [admin_pages query]
• New endpoints for allowing Instance Copy cross stacks (see [pos-cli clone init])

Bug Fix

• Fix edge case scenarios when user_update mutation sometimes fails when changing an email of the user to the same email