New Features

• Percentage Processing Fee — Orders and quotes now support a percentage-based processing fee via the is_percentage_processing_fee flag (default: false / fixed amount). The processing_fee_amount is automatically computed server-side on every save using the order/quote base (subtotal + tax + shipping − discounts, clamped to $0). Applies across the v2 API, CSV import, and quote-to-order conversion.
• Auto-generated Quote Number — quote_number is now automatically generated from the record ID on creation. The field is no longer required on POST or CSV import.

Bug Fixes

Quotes

• GET list and GET single: items[] flattened to canonical shape; id added to all nested objects
• POST: quote_status defaults to Draft when not supplied; enum and reference integrity validation added; quote_contact_id correctly derived; geo_json cascade fixed
• PATCH: enum validation and reference integrity checks added; quote_number now enforced
• DELETE: items[] flattened; id added to nested objects

Orders

• GET list and GET single: items[] flattened to canonical shape; doc examples corrected
• POST: items[] flattened in response; *_contact_id fields removed (not in schema); geo_json cascade fixed
• PATCH: items[] flattened in response; order_company correctly marked as not required

Order Items

• POST/PATCH: response shape corrected; null validation and UUID guards added
• PATCH: empty-string order.uuid now rejected
• GET list: page/size required flags corrected; 400 example fixed; nested id fields added

Order Discounts

• id added to nested order and discount objects across GET list, GET single, DELETE
• POST: UUID guards and enum validation added

Order Shipping Packages

• Status enum validation added to POST
• GET list: required flags corrected; sort validation added
• DELETE 200 example aligned with live response

Payments

• POST/PATCH: reference integrity and enum validation; null protection added
• DELETE: nested order id added; stale enum values removed; 404 shape corrected
• GET list: stale enum examples removed; unreachable 400 removed
• GET single: path param display and nested order id fixed

Quote Discounts

• GET single 404 and DELETE 404 doc examples aligned with live response shape
• POST: reference integrity and enum validation added
• PATCH: validation and doc fixes
• GET list: unreachable 400 example removed
• id added to nested quote and discount objects

Quote Items

• POST: reference integrity validation and doc fixes
• id added to nested objects in DELETE 200 doc example

Quote Shipping Packages

• POST: reference integrity and enum validation added
• GET list: page/size correctly marked Optional
• Doc: invalid enum values corrected; id added to nested objects

System Fields

• POST: success status corrected to 200; enum validation added
• PATCH: 404 guard and enum validation added
• DELETE: 404 guard prevents GraphQL internals leaking in error responses

Custom Fields

• DELETE now returns the deleted record; non-numeric id validation added
• Category and product custom field doc schema and example accuracy fixes

Configuration

• Stripe config: partial PATCH now preserves unset fields; non-boolean livemode rejected
• PATCH: empty-string rejected for measurement_unit and weight_unit

Freight Suppliers

• Fixed size field drift in DELETE
• page/size correctly marked Optional in GET list doc
• DELETE 200 example aligned with cURL path record

Products

• CSV SKU import is now atomic per row; duplicate SKU errors include the conflicting UUID
• effective_price is now always computed server-side on create/update and cannot be overridden via the API or CSV import
• Backfill migration recalculates effective_price on all existing products and variants using paginated queries (500 per page) to avoid table locks

Improvements

• id sub-field added to all nested relation objects (order, quote, contact, company, discount, product, product variant) across orders and quotes v2 API responses and doc examples
• All v2 API doc examples updated to reflect live response shapes
• Unreachable 400 examples removed from GET list endpoints across orders and quotes
• Stale enum values removed from payments and order shipping package docs
• CSV import templates for orders and quotes now include the Is Percentage Processing Fee column

Breaking Changes

• v2 API — Response shape: items[] on orders and quotes has been flattened from { id, properties: { uuid, ... } } to a flat object { id, uuid, ... } across all endpoints (GET list, GET single, POST, PATCH, DELETE). Any client reading item.properties.* will break.
• v2 API — Stricter validation: Enum fields on orders and quotes POST/PATCH now reject invalid values with 400. Previously invalid values were silently accepted.
• v2 API — Reference integrity: Quotes PATCH now rejects non-existent relation UUIDs. Order items POST and order discounts POST now reject empty or invalid UUIDs.
• v2 API — Required field: quote_number is now required on quotes PATCH.
• v2 API — Removed field: *_contact_id fields removed from Orders POST — these were not in the order schema and are no longer accepted.
• v2 API — Computed field: processing_fee_amount is now server-computed on every save. Any client-supplied value is ignored and overwritten. Clients should stop sending this field and read it back from the response.
• Products — effective_price — effective_price on products and product variants now always stores the ex-tax active list price. Previously it stored the raw sale_price or regular_price regardless of tax-inclusive flags.
  • Values change for tax-inclusive catalogs. Catalogs with is_tax_included, is_sale_price_tax_included, or is_variant_sale_price_tax_included set to true will see effective_price change after the backfill migration runs.
  • Listings sorted or filtered by effective_price will reorder. Re-test any storefront listing, sort, or price-range filter that reads this field.
  • effective_price is read-only. It is computed server-side on every create/update; values sent in POST/PATCH bodies or CSV imports are ignored and overwritten — read it back from the response.
  • total_price is unchanged. It stays tax-inclusive.

New Features

• Per-endpoint Markdown documentation, designed for use with AI assistants. Each endpoint can now be exported as a clean Markdown snippet containing the cURL and Controller request examples, parameter list, response shape, and object reference.
• "Copy for LLM" and "View as Markdown" buttons added to every endpoint — copy the endpoint's full Markdown to your clipboard, or open the raw Markdown in a new tab to share or paste into your AI tool of choice.
• Resource pages now have a sticky table of contents listing all endpoints, so you can jump between endpoints without scrolling back to the top. Responsive layout on narrower screens.
• Redesigned API documentation layout. Endpoint details on the left, live example request and response on the right — easier to scan, easier to compare an endpoint's parameters against its example output.
• Per-endpoint Markdown now includes the Controller (Liquid) example alongside the cURL example, matching what the HTML docs show.
• Search behaviour for list endpoints is now documented on the API Overview page — which fields are searchable, how search_by / keyword / exact interact, and how search combines with pagination and sort.

Improvements

• Endpoint parameters are now split into clearly-labelled Path Parameters, Body Fields, and Query Parameters sections — no more confusion about which values go in the URL versus the JSON body.
• Every endpoint now has a single canonical URL — /admin/api/<module>/<resource>#<endpoint>. Older URLs redirect there automatically so existing bookmarks and shared links keep working.
• Markdown export's Object section now matches the HTML resource reference — nested fields show with dot notation, object-type parents are typed correctly, and list-only query parameters no longer leak into the response shape.
• Sidebar navigation and dark mode now hold up cleanly across every module.
• Parent-resource path parameters (e.g. event_uuid on event sponsors, cart_uuid on cart items) now show a description instead of rendering blank.
• Body Fields in the Markdown export are cleaner on POST and PATCH endpoints — fixed duplicate rows and broken dot-notation paths on resources with object references.
• Body Fields no longer lists response-only file metadata (.file_name, .extension, .url) under upload fields. The information is still available in the resource's response Object reference where it belongs.
• Test Request panel cleaned up — the API URL preview now uses the same code-block styling as the Example Request, and the payload editor stays in sync with the URL preview.
• Overview and Module Versions pages now share consistent page spacing with the rest of the docs.
• Dark mode polish across the sticky example panel and sidebar.

Security

• Upgraded the axios HTTP client from 0.27.x (end-of-life) to 1.16.0, picking up two years of security patches and bug fixes.
• Removed the bundled jQuery 1.12.4 dependency (end-of-life since 2016, multiple unpatched vulnerabilities).

Bug Fixes

• Controller examples are now valid Liquid out of the box — placeholder values are properly quoted so copy-pasting the example works without manual edits.
• DELETE endpoint cURL examples no longer include an empty request body flag.
• Locale data cached in the browser is no longer wiped when a localisation request fails — previous translations stay loaded until a successful refresh.

New feature

• Event Stream now records every create / update / delete made through the v2 API, matching the coverage already in place for admin-UI actions.
• Add POST /crm/api/v2/custom-fields/contacts endpoint.
• Add POST /crm/api/v2/custom-fields/companies endpoint.
• v2 Activity responses now expose created_by (set once at creation, immutable on edit) alongside last_updated_by, so the original creator stays visible after the activity has been edited.

Security

• Upgrade axios to ^1.16.0 to pick up upstream security patches; admin UI now handles 401 responses cleanly without throwing.
• Admin sessions opened via 2FA or SSO now respect the configured platform session timeout.
• Breaking — v2 API authentication failures now return an inline 401 JSON response ({"error":"unauthorized"}) on the original URL across all HTTP methods. Previously the response was a 302 redirect to the login page; clients that followed the redirect must update to handle the 401 directly.

Breaking changes

• v2 action endpoints (archive / restore / complete / open on contacts, companies, tasks) switched from PATCH to POST. PATCH on these URLs now returns 405. API clients must update to POST.
• v2 DELETE endpoints now return 204 No Content (was 200 with body). DELETE against a missing resource returns 404 with a documented JSON body, and against a structurally invalid uuid returns 400 with a clean JSON body.
• Custom-fields create error response key changed from errors (array) to singular error (string). Clients that parse the errors array on this endpoint must switch to error.

Improvements

• CRM address autocomplete migrated to the new Google Places API (PlaceAutocompleteElement), keeping the feature working as Google retires the legacy widget.
• Settings → Instance Configuration: the page no longer flashes a "Failed to fetch Instance Configuration Details" error during the backend's reconnect heartbeat, and now connects through the production WebSocket endpoint.
• v2 API documentation refreshed across the board to match the v5.14.1 contract — HTTP methods, URL bases, request/response examples, body-field tables, and field-mapping notes have all been corrected and aligned with what the API actually returns.

Bug fixes

• Fix broken redirects when the configured old_url contained a leading slash (was producing double-slash URLs).
• Fix table pagination crash on CRM Tasks, CRM Activities, Tasks List, and Dashboard when loading a page.
• Task detail panel and edit drawer now reflect changes immediately after saving an edit, without needing a page reload.
• Partial PATCH on /v2/contacts/{uuid} now preserves every untouched property — previously, sending only the field you wanted to change could either return a 400 error or null out the rest of the contact.
• Fix task edit drawer showing the wrong due date for tasks that already had one stored.
• Partial PATCH on /v2/tasks/{uuid} and /v2/tasks/comments/{uuid} no longer returns 400 when the request body omits a field; untouched properties are preserved, matching the contacts behaviour.

Breaking Changes

• Renamed external API v2 routes from /all_assets/api/v2/... to /asset/api/v2/... for a cleaner public API surface. External integrators must update their base path.

New Features

• Added GET /asset/api/v2/credentials so external API consumers can retrieve the S3 presigned-POST credentials required by the Add Asset flow. Listed in the API documentation under a new "Assets Credentials" section.

New Features

• Move Import Tickets from All Events page to Tickets page.
• Add additional fields to Advanced Filter for Tickets.
• Add link to CRM records on Ticket Details drawer.
• Add Event Name to Tickets export and fix import header mismatch.
• Render Events list date columns in device-local time.
• Show selected timezone on date field labels; update API doc descriptions.
• Sort display field options alphabetically by default.

Improvements

• Update v2 API update endpoints from PUT to PATCH.
• Remove event_uuid from Add Event Tickets example payload; move to controller_payload.
• Regenerate ticket PDF on contact assignment; add loading toast on View PDF.
• Update Sponsors list card layout to group company and sponsorship details.
• Load venue contacts from live venue record when editing event.
• Style circular avatar image on Sponsors and Speakers info cards; add initials fallback.
• Refine sponsor link layout, hit area, and ellipsis truncation.
• Update sponsor card company name and top-alignment styles.
• Update sponsor card link, separator, computation wrapper, and button alignment styles.
• Apply sponsor card styling to Speaker list cards.
• Centre-align Speakers card content and set inner gap.
• Venue contact card: hover/remove action, compact treatment, and button alignment.
• Fix venue contacts card on Event Venue tab.
• Fix duplicate contact re-selection in Assign Contact drawer.
• Enforce required fields on Events, Speakers, and Sponsors PATCH mutations.
• Enforce required fields on Tickets PATCH.
• Enforce question and answer as required on FAQs PATCH.
• Update delete confirmation modal content for tickets.
• Rename area card buttons; update delete confirmation modal for venues.
• Update delete confirmation modal content for system fields.
• Simplify delete pricing tier confirmation dialog text.
• Update division and pricing tier card action button labels.

Bug Fixes

• Fix sponsor link click opening edit drawer.
• Fix group ticket PDF empty content when created via API.
• Fix custom field time/datetime inputs to follow localization time format.
• Fix expense API docs showing incorrect required state for fields.
• Revert System Fields update endpoints from PATCH to PUT.
• Fix filter chips showing UUIDs for Purchased By Contact and Company fields.
• Fix failed to fetch data when filtering by Purchased By Contact/Company.
• Fix Category advanced filter showing invalid text conditions.
• Roll back Tax fields to conditional required and fix Tax* (%) label.
• Fix advanced filter chips not displaying dates using localization settings.
• Fix drawer delete not working on add event ticket list.
• Fix group ticket capacity error handling and drawer delete.
• Fix image upload failing on mobile.
• Fix date format in ticket PDF templates using day instead of month.
• Fix Company label in ticket contact details info table.
• Fix CRM Contact not prefilled when editing a speaker.
• Fix gross/net/tax calculation for expense and revenue fields in Events table.
• Fix page heading gross/net/tax totals and tax column display.
• Fix delete confirmation modals and wrong item deletion bugs.
• Fix ticket delete/PDF bulk action modal titles and button labels.
• Fix event date input/display timezone interpretation.