This is a temporary measure til all changes can be caught properly in the component DictionaryManagerItemDetails.

Depending on the php version in use and the system configuration loading the exchange REST extension would cause a fatal error. Fix added.

We added a warning message and removed the default check on the checkbox in the drop item functionality. This feature might cause data loss if not used wisely

We added a title on mouse over for the icons located at the top right of the tab fields in the dictionary manager, making it easier to understand the display.

Restricted the oauth2 login popup window listener to accept only same source and origin.

When my user session is experied I cannot re-login when my user is setup with 1-time-password authentication. Wether my password nor a new code picked from the google authenticator plugin is accepted. The login screen displayed on session expired seems not to consider the 2-Factor authentication capability.

We announced the removal of the module Qualifications for release 2023.02.001. It looks like we just forgot to remove it. It now happenned in 2024.01.001

Added "user defined" option to the 2fa method to allow the user to select his own 2fa method.
A popup selection modal will appear to the user on login to select one of the available 2fa methods.
Added "remember device" option to the login screen to allow the user to decide if the system should remember the device or not.
Added 2fa check on password change.
Improved the login code to use the modal service for modals and load the required labels to the language service.

Added config params to enable logging of in/outbound records. No logging per default. Can be set in the workbench or manually as
$spice_config['SpiceCRMExchange']['log_inbound_records'] = 1;
$spice_config['SpiceCRMExchange']['log_outbound_records'] = 0;
Both 0 per default.

When you select "Cron Expression" to schedule the job we shall be able to enter a cron expression. All 5 fields appear in the display, you enter you cron expression but after clicking save the cron expression is stilll * * * * * . The changes are simply not sent to the save logic. We corrected that.

SLDS has been updated to the latest Version (2.23.0 Spring 24)

fixed dashboards not loading after closing tab

the API key in the Google API admin section has been split into one key for Google Maps and one for Geocoding,, DIrections and Places API. This allows to restrict different key based on different rules.

We extended the Human Capital Management package with 3 new modules to structure employee objectives, define a commitment for a specific time frame and relate to the strategic goals of your company that can now be stored under the company code.

added an option to allow foreign key relationships in the administration configurator.

This can link to another table ot a module by defining the config as follows:

{
"name": "salesdoctype",
"type": "foreign",
"foreign": {
"dictionary": "syssalesdoctypes",
"value": "name",
"display": "name"
}
}

or for a module as follows:

{
"name": "outputtemplate_id",
"type": "foreign",
"foreign": {
"module": "OutputTemplates"
}
}

Built query for the lyytd "last year to date" time frame was not considering a leap year..

API Route to get MediaFiles for internal use in the CRM

This button is deprecated and was removed in 2024.01.001

Necessary for reporting purpose. As in ServiceTickets and in ServiceCalls sysservicecategory_id* fields are now defined as category in ServiceTicketStages.

overwrite old FTS config that is not supported anymore

Cleanup Imap Handler fetch removed unused imap_mailboxmsginfo reduced the fetch process time.

The test button in IMAP is now matching other email handlers

added functionality to send arrachments as .zip archive.
added check for maximal attachments size allowed by mailbox

Little modification in the use of slds classes to get the system-input-label open the results dropdown in the Report filter line.
Added label support for existing reports before 2023.03.001 so that display contains the default label for the field.

A new m-2-m relationship & link between Opportunities & Products.

a new system component was added to enable selection of a defined module filter

Fixed bug: SpiceLogger trying to log to the syslogs table creates a infinite recursion which leads to fatal error.

Query to nsert records into the table spiceaclusers_hash ended malformed when no users were passed as input parameter. The function now returns an empty string when the input parameter is empty.

View like in role manager
left + right
fieldset schall be definable in left hand side
right hand side = current detail view of Mailbox

ServiceTickets are now correctly closing with SLA reason

showaddbutton: if set, a button "new" is shown within the buttongroup in the footer of the modal, that allows to create a new entry of the type the modal (-model) is based on

When both Syncs are in use, we should make sure on EWS side, that no EWS function is called, that cannot return a safe response.
We added the ExchangeUtils::checkOnSyncEnabled() function to skip the logic when so sync is possible.

It is now possible to search for a mailinglist by entering a search term

mailbox footer is now displayed correctly

The "more" link was only displayed when results were returned. Since a click on the "more" link extends the time frame for the search it would make sense to display it also when no records are found. That is the change we made.

Added the mention ck-editor feature to the spice richtext editor to enable mentioning persons in text content.

$arguments['relationship_data'] in after_relationship_hook now contains the data row inserted/updated of the join table.

MSGraph IDs and EWS IDs are case sensitive. Make a proper case sensitive query when retrieving a bean by external_id. Manual select is necessary.

GDPR Retetionmanager went through UI improvements such as register changes & a new cancel button.

In the SpiceGDPRManagerController we added a new parameter "include_deleted" which helps us to retrieve Beans depending on GDPR settings (i.e. retrieve deleted Beans).

Added a new workflow task type "conditional decision" to enable the system to decided the next task(s) to execute based on the matched conditions.

Testing:
Create a module filter with the condition "changed"/"geändert" for a specific field.
Only in case this field has been changed since loading the bean, the bean will get filtered/taken.
This feature is commonly used with non-scheduled workflows.

a new parameter is added to the fts field. For fields of type double aggregate metrics can be activated. If set for all aggregates in addition the metrics will also be calculated. This can be used to e.g. calculate the sum of the amount or the average of all opportunities in this aggregate. At this time this is only held in the back and also returned to the frontend but not yet used. It can be used via the api and will be used in upcoming releases to allow displaying aggregate metrics in the frontend as well.

General it is advised to use this carefully as this has also a performance impact on the elastic search.

Select an output template for the pdf export in Reporter MORE version. PDF export is now available in a simple version. A config variable to define the pdfhandler can be set in the workbench to render with the PDF service or with the default SpiceCRM PDF Handler

We added the optional module filter "Active Users" to the assigned user search. The filter is now part of the default configuration for administration tab.

added relatedmodels.model to relatedlistall to allow correct rendering od sendgrid toggle button in a listview

a new Search Logic has been implemented supporting the following extended search syntax:

- logical OR operator: individual searchterms can be combined with an OR clause. So a searchterm 'spice OR crm' will return all entries that mactch the term 'spice' or the term 'crm'
- exclusion of searchterms: if a searchterm is preceeded with a '-' that searchterm will be excluded. So a searchterm 'spice -crm' will return all records that match the term 'spice' but do not match the term 'crm'
- specific term: searchterms enclosed in double quotes will be treated as term that needs to be matched exact. A searchterm '"spicecrm"' will match all records that match the term 'spicecrm" exact in one of the searched fields.
- specific terms and wildcard: fro specific termas also wildcards can be used. A seacrhterm '"spicecrm*"' will return all records that match fields that are beginning with 'spicecrm'. Wildcards can be entered anywhere in the searchterm. So also searchterms like "*spice*crm*" will work matching all records that first match 'spice' and then 'crm' in a searchfield
- exclude specific terms: if a term in double quotes is preceeded by a '-' it is treated as not matched. So a searchterm 'spice' -"*crm"' will return records that match 'spice' and do NOT end with 'crm' as this searchterm was wildcarded
- search in specific fields: also for the search a searchterm can be set to just search specific fields if a searchterm is preceeded with the fieldname. So the searchterm 'meyer email:"*gmail.com"' will return all records that macth the term 'meyer' and have an email address ending with 'gmail.com' Also for the fieldnames the same logic for exact match and wildcard match of terms as well as exclusions applies. E.g. a search for 'meyer -email:gmail' will return all record matching the term meyer but not matching the term gmail in the email address. The matching of applicable fields is done by mathcing the fieldname in the searchstring with the searchfields available. If there is at least a partial match the field filter will be applied. So. e.g. 'phone:(867)' will return all records where any phone field matches the specified searchterm.

A scheduled report would be sent from the default mailbox defined in SpiceCRM. Now it is possible to allocate a mailbox to a schedule report so that the report is sent via the specified mailbox.

We removed the reponse type for getSubscriptionData() for now. It returns a boolean or an array and not null or an array. Response type boolean|array not possible under php7.4. Therefore removed.

the components ObjectActionNewButton, ObjectActionNewrelatedButton and GlobalNavigationMenuItemActionNew have been amended and a new parameter has been added to create the record in a new tab rather than in a modal view. Default Actionsets have also been crated and can thus be configured on a module basis on the global action menu, the list view and the related panels. This is to enhance the user experience when creating more complex new records like e.g. Opportunities or Leads.

in the API Log viewer now a start and end date can be optionally selected. This allows with larger datasets to better hit the requested record and also lower selection times

The user panel has been changed so in the global view the link to the profile is removed and the settings for signature as well as 2FA is moved to the global user panel. The link to the user details is removed and placed on the username . These are the first steps to remove the direct user access for regular (non-admin) users.

added new fieldtypes and also a details modal for larger records so they can be better edited.

new Fields for the value types Number, Float and Int have been added to the reporter rendering the number format properly to the users settings.

fixed attachments not shown in activity panel sent email

added a new option to the UI roles to define the applicability of a role. This allows to define roles that can be used only for external people or people within the organisation or to all.

Status callbacks do not work if the CRM API is not accessible from outside (the Internet). So the functionality of the status callbacks can get deactivated.

This feature is (for now) dedicated only to developers. So there is no possibility to turn on the feature in the frontend.

To use the feature:
In the mailbox record of the DB insert "no_status_callbacks":true into the json field "settings".

What will happen?
When commiting a Text Message to Twilio, no Callback URL will be communicated to Twilio and the field "delivery_status" of the Text Message Record will set to "sent" instead "queued".

When you add a logic hook to a module you usually first select the module from the module dropdown list to see which hooks are already available. Then you click add. When the modal window to enter the hook pops up the selected module is now set in the modal window.
The Event is automatically set to before_relationship_add as first choise. "select" is no longer of use in the event drop down.

When a scheduled report is sent via e-mail the generated file has an automated name that doesn't tell much about the content. Example: kreport_2024-02-08_09-05-02.csv. You can now use the fiedld "Save to" to define a prefix for the file name and get something like NPS_Data_ServiceTickets_weekly_kreport_2024-02-08_09-05-02;

it is now possible to manage rights to delete Spiceattachments that were not created by the user

Adjusted target manager to accept multiple exclusion lists.
Added pre activate necessary checks on campaign task types

The Duplicates Panel was enhanced. Now you can configure a list (like in a subpanel) with own fieldset.
A new functionality was added: "Accepting Bean as Duplicate". Sometimes, Elasticsearch suggests Beans as duplicates, which in the reality are not duplicates. These Beans can now be "accepted as duplicates" with a new button "ObjectActionCheckDuplicateButton".
When a duplicate Bean is "accepted", the button turns green and the Bean is not shown in the merge modal.

In the panel, the duplicates can be filtered by their status "accepted", "found" or "all".

As part of this enhancements, we added the possibility to display buttons in list item actionsets.

Added new field sepa_id, sepa_valid_from, sepa_valid_to and a link to company codes to the module AccountBankAccounts.

Sometimes it's necessary to highlight an item in the list, dashlet or in a kanban tile. An example of such use could be highlighting a Call which has the status "Not Held" and "date_start" is in the past. For this kind of scenarios you can now define specific conditions and set them up with the new action "set_model_alert" in the validation rules manager.

removed deprecated KReportCategoriesController

In case data run out of sync the EWS automated Heartbeart could try to save an event coing from MS Exchange to the CRM. For some reason the corresponding record in the CRM might be set deleted. Savng the record from MS Exchange would trigger a database query error.
We now check the record deleted flag in the CRM befire you run save. If the record is deeted, we just write a log.

When edit an event directyl in the calendar, save the change and then edit again the same event, the display would not show the latest values changed but the original event data. Now corrected

When you have an opportunity with potentials and some amounts already set in them for that opportunity, the potential amount would be set to 0 on opportunity change like sales stage change or any other change that does not include a change in one of the potentials. Fix implemented.

Added new method openStaticModal to modal.service to enable rendering modals that statically loaded on the app bootstrap.
Changed modal wrapper to use the static method loaded.

Campaign Target Lists Manager: include all list types except system generated.

Calendar bug fix: when tab is inactive and an event is visible in the calendar has been saved in other tab and the next active tab was not calendar, then the events are displayed in a wrong position.

Campaign: Add Task: added save and go to button.

System Filter Builder: Duplicate operator lastndays cleanup

Related card footer: Pages total count fixed

Attachments Panel bug fix reload attachments after upload image does not work

Added the required PWA (Progressive Web App) Files to enable the PWA installability as a standalone app on several operating systems supported by most browsers.

Inspired by Chrome, a rightclick on a tab should open a context menu in which you can chose from the following options:

Clone Tab (maintabs only)
Close Tab
Close Other Tabs
Close Tabs To The Left
Close Tabs To The Right
Move to Main Tabs (subtabs only)

If there are no other tabs or tabs to the right/ left, the option should be disabled.

if the tabs are pinned, they will not be closed
Also possible on subtabs.

The relationship between CampainLog and ServiceFeedbacks was missing and is need in the template. The questionnaire field was not displayed and is necessary to create a proper service feedback. The function CampaignTask::genereateServiceFeedbacks() was renamed to CampaignTask::generateServiceFeedbacks()

made sure the selected files is an array

Cron: prevent run jobs in recovery or maintenance mode

Added a new button to the richtext and html editors to enable inserting a predefined text snippet.

Changed the workflow monitor list sort direction from ascending to descending.

Tested with Red Cross Styria.

New requirement php extension bcmath added to the CRM installation.

Configure module for merge and define what shall happen with merged entry (delete or deactivate) in module definition;

refactoring of property duplicate_merge on field level to boolean only (used to be disabled/enabled); same property is now available on link fields: Related entries to a merged record will be linked to the record that is kept / remains active. => implemented in CR1000882

The GUID fields "acocunt_id", "opportunity_id" and "lead_id" are defined as non-db fields in the Notes vardefs. They have been created as varchar fields in the database because there entries in the dictionary definitions for these fields.

Measurements:
The vardefs for these fields have been deleted.
The dictionary definitions have been deleted

Added new field external_id to keep track of the email status on the campaign log entry.

fixed undefined error for maxupload, zip and read_receipt

Lots of interface improvements for a better usability. The Dictionary Manager is from now on the tool to use for variable customizations.

fixed files not shown when loaded from forwarded email

a new admin configurator type filter has been added to allow selection of a module filter in the config settings

the VIES check to validate European VAT IDs against the services from the EU has beenslightls enhanced. Also logging is now available. Just enable logging on the route "/vies/*" in the API log config and the requests towards the VIES service will be logged.

Some modules have a field called is_inactive. When set to true a record will no longer be found in search. But it will appear in a related record.
We added an indicator to make the inactive setting visible. The system automatically looks up for a field of type "is_inactive" (domain is_inactive) and renders the indicator without any additional necessary configuration.

In the SpiceCRM core a user having edit right is able to click the indicator in order to deactivate a record. An alert makes the user aware of the responsibility of this action. Only users with edit rights can activate and deacticate the record.

In the list view filter capability under "display all" we also added three new checkboxes:
- "active" = which allows to display only active records
- "Inactive" = which allows to display only inactive records
- "active & inactive" = which allows to display both active & inactive records

These checkboxes are be combined with the already existing checkboxes "all", "own" & "created by me".

The field parameters (technical name sysparams) was not interpreted in the System Handler logic (SystemHandler) and therefore of no use in the custom action method. Now parameters are read and passed to the custom action method as second argument,

adding the Spice Calculator being available as dashlet and as option in the currency field. it is also per default at this time enabled in the opportunity amount field

in the aggregate search an additional option has been added to display the search result graphically as a chart. The user can choose and also set the chart type. Additionally the settings are also saved in the preferences. So the next time the user returns the aggregates are also as they have been before.

the reminder and notification buttons in the page header are removed and are placed as icons with click function in the page header next to the module name. The functionality remains as is and it not changed

it is now possible to configure opening contact details in call when contact is found

The source ID in the campaignlog is currently used by the campaigntask of type "event with campaign". In some cases we might need to store the event ID as source ID when the parent campaign is of type "event".

The query to check in a contact would alwaysfail. Fixed in MSGraphBeanHandler::getBeanByGraphId.
We also added some debug lines in MSGraphHandler::graphItemExists.

Improved screen for better useability; update is now possible

the App Launcher Dialog has been slightly modified. Module names are not up to two lines long allowing better visibility of the module name. Padding is slightly enhanced and the app Launcher Button is removed.

Added the possibility to export specific packages in the config transfer. Also added the input field for file name.

chart.js has been added as new charting library. The component is added as the first implementation and will gradually replace the use of google charts in the application.

Adjusted person save to index the email address link together with the person data.

Adjusted Spice Importer to handle big files processing for a SpiceCRM system which uses an external stream for the upload folder e.g. google cloud storage.

Added "SUBSTRING" database function to DBManager::convert

SpiceBeanHandler: return relationship join table record id, if the bean was retrieved by a relationship link.

Email: bug fix: duplicated recipient addresses after (save on editing) email address

Compiler: prevent trying to misparse quoted string in spiceif

the user panel and global actions have been slightly updated.
- the user details now open after the mouse is moved over the user image and also closes when the user leaves the area. No need to click any longer
- the "clear & reload" button is moved into the upper bar as little icon accompanied next to the workbench icon. Both icon buttons are only displayed for the admin user.
- the reload and workbench buttons were removed from the standard global header actions
- minor changes to some global header actions so the cursor is rendered as pointer to indicate that the item can be clicked

fixed bug: update participants event on microsoft 365 calendar does not trigger on changing a participant status.

fix has been applied to render a date picker and date fields on the operator equals and not equals in reporter filter for fields of type date and datetime

It is now possible to configure the mailbox so that the users may send a read receipt when they send an e-mail. Currently only available for IMAP milboxes.

The ability to force the EmailTemplates to reload each time the EmailTemplates field is displayed.

Upgraded angular to version 17

the soap endpoint is amended so the style parameter is interpreted properly. The WSDL can be generated by the URL api/soap?wsdl and allows the additional request parameter &style=rpc or &style=document to generate the WSDL in either RPC or document style. By default the style is rpc if not otherwise specified

fixed searching only within displayed records

the libraries from PHPExcel used for the Excel Export are replaced with PHPSpreadsheet. At this stage this is only applicable for the Reporter Excel Export but might replace other CSV Exports at a later stage.

Implication is a required PHP Version 8.0 from release 2024.01 on

default Mailbox upload size set to 26214400 Bytes, check and correct after update if Mailbox have lower or higher limit

new validation rule
REPLACE INTO `sysuimodelvalidations` (`id`, `name`, `module`, `onevents`, `active`, `logicoperator`, `priority`, `deleted`) VALUES ('8fac0367-599c-018e-511f-0053810071ea', 'Require sladeviation reason ', 'ServiceTickets', 'initialize,change', 1, 'and', 0, 0);
REPLACE INTO `sysuimodelvalidationconditions` (`id`, `sysuimodelvalidation_id`, `fieldname`, `comparator`, `valuations`, `onchange`, `deleted`) VALUES ('07a2857c-cc7e-20af-693c-6e52d6d8e46d', '8fac0367-599c-018e-511f-0053810071ea', 'sladeviation_reason', 'empty', '', 0, 0);
REPLACE INTO `sysuimodelvalidationactions` (`id`, `sysuimodelvalidation_id`, `fieldname`, `action`, `params`, `priority`, `deleted`) VALUES ('1d06d1a0-505f-e0c1-4894-d4c1ccab297d', '8fac0367-599c-018e-511f-0053810071ea', 'sladeviation_reason', 'set_stati', '"invalid":true', 0, 0);

the legacy wildcard search is deprecated. Wildcards now can be used in term specific queries.

check subqueries in KReporter and replace the $ with a reference for {t}

php extension bcmath is now a requirement!
Check manually before you make a SpiceCRM upgrade. The check is only implemented in the installation process.

Remove all global filters from FTS settings, if they filter the Bean for "is_inactive" = 0.
Set the field value is_inactive = 0 on all Beans, where is_inactive = null. Will be the case for all beans extending Company, Person, and also for OutputTemplates, EmailTemplates
You will have to set the new value during repair process for the folowwing modules, depending on the packages you have:
Accounts, Contacts, Consumers, Prospects, Leads, Employees, HCMJobApplicants, OutputTemplates, EmailTemplates

For developers: Node version must be at least v18.13.0

From 2024.01.001 on php 8.0 is a requirement

the alias $ that was able to be used to reference the current table in a subquery in KReporter is deprecated and removed. This symbol is used to allow JSON functions and thus cannot be used in formulas any longer

In order to calculate the costs to be refund to the employee when they use their private car to travel we added 2 fields for now that store the costs per distance unit (costs_per_unit) and the additional costs per unit (additional_costs_per_unit. Example: the employee takes a colleague as a passenger)

exposed assets to dev server to enable fetch from assets while ng serve is running. e,g, the file /assets/icons/spicecrm.svg, will be retrieved properly on the dev server.

Fixed bug page builder section drop not possible when the content height is bigger than the page height.

We added the operator to be able to revert an "is one of" filter that would not be performant. Something like "open opportunities" would check almost all possible sales stage values (is one of Qualification or Analysis or Proposition or Proposal or Negociation). Using "is not one of" emables to check only Closed Won, Closed Lost and Closed Discontinued

Fixed bug: Page builder cannot parse html element content with single quotes.

SpiceBean: process_list_query return the total count from the count query if a limit is set

DB: Added date_diff covert function to MysqliManager and OCI8Manager

Notes- Vardefs: Added new field external_id

When an html field is parsed in a template we need to cleanup the content so that only the body content is taken into account. Furthermore we need to remove unaapriopriate tags like style or iframe

E-mails are deleted mostly from the activity stream. It happens when you drag&dropped an e-mail to the wrong contact (or any other record) . After deletion the user used to be redirected to the home screen. We corrected the configuration of the delete button in the action set "Emails Object Page Header" so that the user remains in the main record or the e-amil is just removed.

When adding activities capability to a module, we simply add the "activities" template to the variable definition. This templates adds calls, meetings, tasks, emails and notes link and relationship defintiions. Now letters are part of it.

The Problem/Bug: By default, the response to requests is represented as JSON. If it is not JSON, a Javascript error will occur and all output will break.
Solution: Catch JSON errors and display the response as plain text.

Added Attachments Panel to EmailTemplates to be returned on parse. Adjusted Workflow/EmailHanlder to send the EmailTemplate Attachments with the email. Added a new Relationship with Output Templates to generate a PDF Content as a temp Attachment for EmailTemplate parse return. Added a new field content_method on EmailAddress to call a system method to override and adjust the parse return value.

When we copy a value from a text field to an html field we need to convert breaklines into
tags. The function name to enter in calculatedvalue field in the copy rule is "nl2br"

Bug Fixed: Frontend field email addresses on cancel does not reset the changes. Focus lost on typing.

Changed model.service::cancelEdit to emit changes after resetting data from backup data.

set 1 to prompt for confirmation before copy
set 2 to copy wihtout prompting
already in description in fieldParent
Missing in the others.
Can we change to string? What about BCW?

it is now possible to select/deselect all files when changing files from record

Bug fixed: Email addresses field when clearing the address and retyping, the existing email address is overwritten.

Added a new deactivate button for campaign task to enable deactivating the task after it has been activated and delete all the unprocessed related log entries.
Adjusted CampaignTaskActivateButton and CampaignSendMailButton added unsubscribe and reload list.
Added an acl custom action "deactivate" to enable/disable the button.

The ldap_settings table can contain multiple rows for multiple connection settings. When the first connection didn't work the logic went directly to the fallback check on a SpiceCRM standard authentication instead of looping through all connections before going to the fallback. Now corrected.

When potentials are in use and combined with opportunities performance in list view and Kanban view was bad since all potentials were retrieved for each hit. The logic getting the potentials was triggered in an after_retrieve hook. We moved it to Opportunity::retrieveViewDetails() so that potentials are only retrieved when the opportunity gets opened. We deactivated the corresponding hook in the potentialmanagement package.

the condition for email-subjects encoding was using custom code for detection

Looking up a contact using part a phone number is a common user scenario. Most phone numbers are entered with white spaces, brackets, hyphens or any other kind of character with which they try to make the phone number readable. A phone number like +1 (212) 435-2309 would be difficult to find if the user searches with 212435.
We added the spice_phone analyzer which makes it possible with elasticsearch 8 (!) to index the digits only.so that entering 212435 would return the contact with a phone number like +1 (212) 435-2309

added a button add from record in spiceattachments panel, now a file from a record can be attached to email without downloading the file

Bug fix: On merge m2m relationship fields were not copied. Like email address primary flag.
Adjusted the merge logic to consider copying the relationship fields for all links on merge

Added new date operators "in the last n days" and "n days ago" to the reporter filter.

This feature brings more flexibility to the StatusNetworkButtonItems. From now on, it's possible to render a different fieldset and componentset for each status field. OR one fieldset/componentset for all of the StatusNetworkButtonItems.

The bean Agreements has 5 different status values. The change of the status can be managed by StatusNetworkButtons, so the user can change the status on button click. Sometimes it's necessary to make amendments to data when changing the status (i.e. the custom wants to enter the reason for cancelling an agreement). In this case, the administrator, can define a different fieldset for this one particular status or for each status field. This brings much more flexibility because until now it was possible to define only one fieldset for all StatusNetworkButtonItems.

Default number of records to be retrieved is 50. In the KanBan view it would load more since the 50 are applied to each Kanban Stage. It is now possible to set the limit in the module configuration for SpiceKanban.

In category trees manager you can link your tree to one or multiple modules and define the fields for which the tree values are meant. To delete such a definition, you select the tree then click the "link" icon. A modal window opens. You may click on the delete icon. The entry will disappear from the list. If you only had the one record the save button would remain disabled and therefore you couldn't confirm the deletion. We removed the check on the number of entries in the list which caused the save button to remain disabled.

The Service WebSMS does not accept mobile numbers containing other characters than digits (except "+" at first position). So strip those characters before send.

We removed the developer mode capability because of performance issues. We replaced in appropriate logic for error handling with the stack_trace_errors config variable.
The developerMode config variable used to be implemented in:

# ErrorMiddleware + DeveloperMiddleware + RESTManager
Replaced by stack_trace_errors
stack_trace_errors has now 3 possible values 0 (for off), 1 (will throw the main error information), 2 (will thrown the full stack trace)

# class SpiceCache => removed from public static function get($key)

# class VarDefManager::loadVardef => removed code part
No longer necessary since we have SpiceCache

# class LDAPAuthenticate was used for more detailed ldap log.
Logic moved to the check on the ldap setting ldap_debug (CR1001138)

# removed from class CoreController::getSysinfo()
added stack_trace_errors instead

# remove from class AdminController::getSysinfo()
added stack_trace_errors instead

# Removed from Workbench General Settings
Updated stack_trace_errors from boolean to int value

# Removed from Installer
added stack_trace_errors instead set to 0 by default

# Removed in class Configurator $allow_undefined
stack_trace_errors already present there

# Removed the frontend developerMode Panel for admin User

# Removed in session.service headers

# Added SpiceUtils::getStackTrace() which returns an int value 0, 1 or 2

# SpiceUtils::inDeveloperMode() is deprecated and now returns SpiceUtils::getStackTrace()

Added new System components SystemChartMultiDimensional and SystemChartOneDimensional to display a one/multi dimensional google chart.
<system-chart-one-dimensional charttype="Bar"> <system-chart-one-dimensional-value label="LBL_AMOUNT" value="´33"></system-chart-one-dimensional-value> </system-chart-one-dimensional> <system-chart-multi-dimensional charttype="bar"> <system-chart-data-column column="" of="" chartdata.data=""> <system-chart-data-row row="" of="" column.rows=""></system-chart-data-row><br> </system-chart-data-column> </system-chart-multi-dimensional>

Added new method rollbackRemovedRelatedRecords to rollback the marked to remove related records from the link_name.beans_relations_to_delete object.

Implemented in fieldRelate and also fieldLinked.
Text from label "LBL_RECORD_WITHOUT_NAME" is shown.

The SpicePathRelatedListTiles component may be used as a subpanel to display only the stage path for each item. See the open opportunities panel under an account. When the list of items gets longer you may click on "view all" to switch to the full list. Since the parameter "fieldset" was not registered in the SpicePathRelatedListTiles configuration you couldn't select which fieldset shall be used for that display. The system retrieved the core list view fieldset. We added the parameter "fieldset" to the component config so that you can now select any fieldset for the "view all" display.

Using the ServiceTicketAssignToButton in a status network record would load the current status a serviceticket but not set the taret status defined in the status network record. We corrected the logic.

When you copy a component set the new componentset name shall appear in the dropdown list after save. It wasn't the case and therefore the whole view got broken. Fix done.

Improvements:
- recently view items are not loaded on system start with load task item anymore
- are not cached in the backend but in the browser cache (appdata)

Frontend: Disable editing invalid email address for field email addresses.
Backend: Added a new field "bounced_count" to EmailAddresses. This field will enable counting the bounce status before setting the invalid flag on the email address. If the limit set in the workbench/email address "is_invalid_after_bounce_limit" is exceeded, then the system will mark the email address as invalid. This feature is useful when using a mailbox handler webhook like "Mailgun" that might for some reason mark the email address as invalid but in the next try it come out that the email address is not invaild.
The default value of "is_invalid_after_bounce_limit" is 0 which means the system will immediately set the invalid flag for the email address.

Added a new task type generate bean, which enable creating a new bean out of the workflow source record. e.g. create a workflow that generates a contact out of a lead record.
Also adjusted the workflow task details view to show the type configs at the top e.g. email options.

Added a new param "bodyContentOnly" to the template compiler to return only the content of the body element.

Bug fix: closing other tasks by system even if they are already completed.
Improved error handling. Start/end task no save on failure. Added save on task resolve before executing the next task.

a new module and functionality has been added to manage, track and store PDF output files. The intention is to allow keeping record of PDFs generated and keep them as original. Preventing potential data loss as these documents might (e.g. in case of invoices or credit notes) be legally binding and need to be kept as original. The new function is added as new tab in the salesdoc and allow creation of new OutputRevisions, the display of them, the download, print and send via email. It also will keep track of who created new Outputs when and for what reason documented by a note from the user.

Following scenario: I work on a ticket located in the service queue of my department. I only have access that queue. In order to solve the problem described in the ticket I need to pass on the ticket to another department and when they are done I need to get the ticket back in my queue.
In order to request a ticket to be returned to the sender queue we added a "return to queue" flag in the "Switch Queue modal window". When the flag is set the system logs the original queue in the ticket. When the user of the other department opens the ticket, the usual "Change queue Icon (or button)" does not appear. The user sees another icon "return to queue". When the user is done with the job, a click on that icon will open a modal window "return ticket to Queue XY" and containing a comment field (as in the change queue modal window) .

We had a concrete case where the customer needed to import a CSV file containing only 1 value per line. We added the "end of line" delimiter option to make the import of such a file possible.

a new methof fetchAll has been added to the DB Manager. This allows to send a query and get all records back for that query as array

Some content causes problems with display, for example certain video formats.

Then the browser does not offer a download option. Even if content can be displayed, it may be - depending on the content type - that the browser does not offer a download option.

So there is now an explicit download button, offered by the CRM, to download any content of any type.

Aggregate on fields of type fieldCategory would display the technical label name instead of its translation. We made the necessary correction in fieldCategory.display_value().

Added new field unsubscribe_redirect_url to mailbox and a new system scope setting workbench/email tracking/unsubscribe_redirect_url.
When the user clicks on the system generated unsubscribe link in the email, the request is sent to the crm unsubscribe handler api to be tracked and then redirect the user to the given unsubscribe landing page url.

Bug fix: Email: style sheet is added before the html starting tag,

Added a function to opt out the email address when the user clicks on the system generate unsubscribe link.

Used the compiler for the mailbox footer and header

Added pre-send check on campaign task with the following conditions:
Recipient has is_inactive == 1 means true
Recipient has gdpr_marketing_agreement == 'r' means refused
Recipient has an opted out primary email address

Added new fields for campaign task:
save_email to toggle save the campaign emails
disable_marketing_agreement_check disable the marketing agreement granted check
disable_opt_out_check disable the email opt_out status check
disable_inactive_check disable the inactive flag check

Added new field activity_comment for campaign log to display a user friendly translated message for the email sending error reason.

Added new system component SystemInputSearchTerm to unify the search field layout and error handling. The new system field ist used in the list view, calendar, and mailbox view. Added error message icon and popup on the search field. Removed the max ngram check.

added navigation with arrow keys, enter and escape for field relate and parent, if only one matching result it will be accepted with enter click

added prompt on delete of role, layout changed for better display

In 2023.02.001 we prepared the layouts for the JobApplicants module. In this release we added the necessary backend variable definitions in order to be able to use the activity side bar.

added new filter type in KReporter so for fields linked to categorytrees the values per treenode are rendered as in an enum for easier reporting based on the category fields

By outgoing emails fixed the bug: corrupted content added xml tag to the beginning of the emails instead of html.

Let say we have a syscustommodules record for the core module ServiceQueues. The record has a different id than its counterpart in sysmodules. We added an acl module action for ServiceQueues. The modulid stores for the action is the one from sysmodules. But the check on the action will use the id from syscustommodules. The action check will never return true,
We modified the SpiceModules::loadModules() so that the id of the core module is kept in the moduleDetails which are used for the acl action check.

Refactored "filtercontextbeanid" to "filtercontext" to accept an object of module data (module?: string, id?: string, data: object)

in the tree manager for the category trees the modal has been amended to offer the fields from the module in a dropdown so no typing is necessary making the assignment of the tree easier.

Added a new frontend interface ActionSetItemI to be implemented when building a new action set item button component.
Added a new frontend interface ComponentSetItemI to be implemented when building a new component set item component.
Added a new frontend interface ModalComponentI to be implemented when building a new modal component.

Added new task type to handle closing other workflows.
Added workflow a cron interval field to the workflow definition to enable running workflows on a specified interval date e.g. daily once.
Added field retention days to workflow definition to set a retention period for a workflow. Added Job "mark deleted retention exceeded workflows and their tasks".
Added permanently delete marked deleted workflows and their tasks.
Added manual, manual once workflow types to enable processing workflows manually.
Added workflow plugin to the reporter more to enable processing a workflow for the report result list or by the reporter scheduler.
Added a list of the manual workflows to the workflow panel view to enable processing the active manual workflows which matche the start condition.

Bug fix: starting scheduled workflows synchronously.
Bug fix: starting run once workflows even if the same workflow exists once.
Bug fix: saving the start task to the database if the start condition does not match.

Emails are related to contacts, consumers and accounts in a many-to-many relationship. They also have one-to-many relationship to those modules per parent_id. Some definitions for the corresponsding relationships and the link to be used were missing. We added them so that a record merge would consider all relationship types.

An HTML e-mail body may contain multiple images which are embedded as base64 string by the CRM for the e-mail display. For the display as iframe we currently pass the full body content as base64 value. Unfortunately thre is a memory limit when passing a value to the src attribute of an iframe tag.
The new solution: we give a URL (CRM API route) to the src instead of a full base64 string. This way no limitation and the browser takes care of loading the content.
We added:
- the API route /module////html
- we defined the method getFieldHtmlContent() for Bean Objects that will be called by the api controller if the method exists.
- added a new config "iframe_as_blob_url" to field richtext to enable the separate api call for the content as blob url.

Somehow an empty selection limit was not interpreted properly. We now remove the start and limit parameters from query building when they are both set to 0.

Added new configuration parameters icononly, iconname and inputurl to field type fieldurl

Added a new template function for the mailbox footer to enable generating a trackable marketing unsubscribe link.

Taking the DELETE button as an example: the DELETE button has the noredirectoncomplete property. This property is now visible in the actionset manager.

Fixed bug for m2m relationships that the beans relation was not properly indexed after adding the relationship. Problem discovered in the mailbox processor that assign all addresses to contacts but the email does not appear in the activity stream of those contacts.

Admin users used to have the reload configuration icon on the top right of their screeen. This reload Icon was removed in 2023.03.001. Adminsitrators shall use the "reset&reload" button available in the window popping up after a click on their avatar.

Some files (e.g. videos) are problematic; the browser displays them incorrectly. The only way out is to download the file. So a download button is needed.

Value is 0 per default. When set to 1 the ldap option LDAP_OPT_DEBUG_LEVEL 7 is sent with the connection attempt. That ldap option LDAP_OPT_DEBUG_LEVEL used to be set when developerMode was on.

This Button toggles a boolean field from 0 to 1 or vice versa
Which boolean field should be toggled can be defined in the actionset

The SpiceCRM enables to save e-mail attachment on the releated parent bean. When you send an email from or retrieve en email to SpiceCRM you can easily clone the email attachments and save them on your parent bean. You can select one or more attachments to be cloned. The attachments which you have already saved are disabled from selection. The cloned attachments can be found under the "FILES" Tab.

Assigning a user is now possible via assign button.

Campaigns:

Until now the action buttons "send" and "test" are disabled (gray) when the type of the CampaignTask is not "Email" and not "SMS". In case of "SMS" the button is anyway disabled.

Modification: Don´t show them disabled, hide them instead.

Wird bei CRM4Blood schon verwendet.

Added new system component "SystemInputCronExpression" that accepts a cron expression string and enable a user friendly setting for the expression values.

In the fieldset configuration for a list it is now possible to define an expected sort direction on the first click applied to a sortable column. The first click will sort A->Z by default. Set Z->A where it is more likely to be expected.

Create a custom view that allows for easy navigation of training courses and their individual chapters

Workflowtasks are now saved with a microsecond timestamp inside the field date_timestamp. This allows to better track the initialized and executed workflow tasks. The sorting of the workflow tasks is now done in the backend. In the fronted you can see the workflow tasks sorted by date_timestamp in ascending order.
The Workflowpanel has been improved. There is a new button which reloads all open workflow tasks.

added webhooks to the hooks manager interface

.msg e-mail often lack a proper meta charset tag. We now analyse the html code before it is displayed and try to add UTF-8 when missing.

Having MS Exchange or MSGraph synchronization in use, a CRM user may decide to synchronize contacts from the CRM. By clicking on the "+ outlook" button, the user will trigger a synchronization between the CRM and its MS Groupware application. That button couldn't be rendered due to a data type change in the user configuration. Now fixed.

Adjusted the workbench components on save to automatically reload the frontend and the backend targeted cache. This will replace the "reset and reload" button.
Implemented for the following workbench components:
- Validation Rules Manager
- Select Tree
- Role Menu Manager
- Object Repository Manager
- Module Filter Builder
- Module Configuration
- Component Sets Manager
- Action Sets Manager
- Default Preferences
- Modules and Custom Modules

Other the other workbench components will follow in the next release

Adjusted address referencing logic to update the parent id field for the referenced children on merge

Syntax corrections in some of the classes where an object of the class itself is initiated: use BeanFactory::getBean() for that and not new self() or new [ClassName]

The height set in fieldconfig and passed to the editor was not interpreted correctly. The parameter height has to be entered with a unit like px. or the editor we nee dto remove the unit if given.

Added a DispatchResponse class as a return type for the TransportHandler::dispatch method to unify the response object returned from the email handler. This helps preventing bugs for further mailbox developments.

It's possible to save external URLs per drag and drop in CRM.
There is a new "SpiceUrlsPanelHeader" which displays the uploaded URLs. If you want to add it to a (custom) view, create a new ObjectTabContainer", select your "ObjectTabContainerItem" and link it to the core componentset "Urls Container" which holds the component "ObjectRelatedListUrls".

added loading of default graph config

Pass component config from the componentset to each list component to enable more flexibility configuring the list components. One important restriction: you cannot use ObjectList as list component.

added option "truncate" to fieldhtml, if set takes the html as as and adds a class specific for truncating markup

SystemModelProvider: Prevent initialize if module empty. Set the model id event if it's undefined.
SystemDropdownTriggerDirective: Max width of the list content same as the width of the trigger.
SystemSelect: Show pill container on blur. Replaced @Input [selectList] with the new child component SystemSelectOption. New syntax:
<systemsystem-select> <system-select-option value="example1" display="Example 1"></system-select-option> </system-select>
Page Builder: Layout improvements stretch the builder field container in display mode.

Bug fix: edit modal in fullscreen is behind the editor container.

FieldSystemLabel: Added config option added display_as_translated to display a translated label in view mode.

Object Table added loading stencil and fixed header inputs

Scheduler Job Method: Bug fix: on edit modal method empty

This field is not in use and might trigger an mysql error when inserting records in the many-to-many tables calls_contacts, calls_users, meetings_contacts, meetings_users. meetings_consumers. Since we have no implementation of this use we removed it. Should you need to store the date when the accept_status was set, please create a custom field in the many-to-many table and add the mapping for the rel_fields.

The FTS index parameter max_ngram_diff is set to 20 per default. It represents the maximal value for the difference between the min_ngram (default 3) and the max_ngram (default 20). If you set max_ngram to 30, the difference would make 27 and exceed the 20. This would prevent you from creating the FTS index by returning an error. We therefore now set the max_ngram_diff with the same value as in max_gram so that the max difference allowed is always higher than the real diffrence.

Moved components: EventRegistrationButton, EventRegistrationModal, EventRegistrationModalList, EventRegistrationModalType, EventWithCampaignActivateButton

The function retrieve() and its callable have been rewritten for ServiceTickets Class. When the details of a ServiceTicket are retrieved, the method "retrieveViewDetails()" is being called.

Use of ServiceTickets in SpiceCRM is now settled.

in the datepicker and the calendar under some circumstances the week of the year was not calculated properly. This has been changed so it is always calculated based on the thursday in that week according to international rules.

Fixed double service call container at incoming call after expanding and minimizing

You can now search for records within a related list: a search field is available in the related list panel and in the "view all" list

new price determination logic is added to the sales docs in SpiceCRM. At this time this is on request only and has no UI to maintain the pricing schemas etc. This will be extended in the future to enable flexible pricing in the CPQ Scenarios.

Replaced the workflow list view with the new monitor view. The new view renders a set of configurable charts which provides an overview of the system workflows by status and other parameters. Besides a table list is rendered which respects the selected point on the chart.

When the field content is not HTML but plain text (as an example from a plain text e-mail) the text would be displayed in 1 one and tehrefore truncated. We now pass the field-generic-display-notruncate input parameter so that slsd-nowarp class is not applied for the fieldRichText display.

Typically used in a module filter with scope "created by me" but not assigned to me. Make sure your indexed user fields in use (assigned_user_id, created_by)

Participants are now correctly displayed and will not be passed from one task to the next

Having MS Exchange or MSGraph synchronization in use, a CRM user may decide to synchronize contacts from the CRM. By clicking on the "+ outlook" button, the user will trigger a synchronization between the CRM and their MS Groupware application. We added the trigger to Microsoft 365 (MSGraph API).

The configuration variable developerMode no londer exists. Use stack_trace_errors instead.

The backend function "loadRecent()" has been modified. Please delete the entry with the method "SpiceCRM\modules\Trackers\api\controllers\TrackersController->loadRecent" from the table "sysuiloadtaskitems".

All Campaign Tasks type Email which expect the email to be saved must set the field save_emails to 1.
All Campaign Tasks type Email will not send an email when one of the following conditions match:
Recipient has is_inactive == 1 means true
Recipient has gdpr_marketing_agreement == 'r' means refused
Recipient has an opted out primary email address
To ignore this checks the new disable flags must be activated disable_inactive_check, disable_opt_out_check, disable_marketing_agreement_check

Non -db field activity_status_date_modified in Contacts and Users is no longer available. Customize your instance if you need them.

In case you have any customization, please note that the components EventRegistrationButton, EventRegistrationModal, EventRegistrationModalType and EventWithCampaignActivateButton are now to be found under ModuleEvents and no longer ModuleCampaigns. Please, modify your layout configurations accordingly.

Entered value in fields of type float or currency would be rounded down depending on their length the the kind of digits entered after decimal. As an example entering 2082.22 would result in 2082.19. This was due to the use of Math.floor when converting the entered value to a number. We now only use parseFloat().

Content of the folder has been deprecated since 2022.02.001. Folder is now removed.

Added new function which sets the current language either from the syslangs table or from the user object preferences.

The fields date_entered and date_modified are now part of the table voipcalls. It makes it easier to look for specific calls registered in the table.

Added a new flag international email addresses to workbench/General Settings/Advanced Settings to enable/disable using international email addresses RFC 6530. Added domain check on email address on save and in the frontend field email addresses. Invalid emails will immediately get the flag invalid_email on save.

Whem an e-mail is imported to the CRM via drag&drop the assigned user of the e-mail shall be the current user

Interpretation of mailbox settings had to be reviewed

Print a book using an output template is now possible

Added new GET API /module/{beanName}/find to find a bean entry by the provided retrieve fields values. The request query params must include the param retrieveFields as an object with the field name and value as key value of the object.

added a new fieldtype for statusNetworks. This allows to set model status based on allowed status changes also in a view or list.

In 2022.03.001 we added a function that would push CRM changes in an event to Exchange only if mapped fields were changed. In complexe customizations that method might not detect changes. This is why we added the configuration variable SpiceCRMExchange.alwayPushUpdateToEWS. When it is set and true the change detection will not be performed and the CRM calendar event will be pushed to Exchange each time the use pushes the save button.

Added the functionality to track marketing emails clicks and tracking pixels.

On service ticket save a record of serviceticketstage is created when any change in mapped fields was made. It used to save only the changes values. Now it saves all the values at the time the change of onyl 1 value. We add an entry on serviceticket creation so that all steps can be followed in the history panel.

It is now possible to add a long description to the label in use so that some explanations can be displayed on mouseover.

Depending on the length of messages the API response contains a further link to retrieve more "pages". This link wasn't passed properly in our logic. Now corrected.

Invention of the field "subtype" for EventCapacityTypes, to differentiate or group the Types.
In addition, an extensive revision of the modules is necessary, including some bug fixes.

When you migrate from Exchange on Premise to Microsoft 365 you might need to run the calendar synchronization with EWS or MSGraph deopending on the user. Until a user's mailbox is migrated to 365, they will synchronize using EWS. When a user accepts an invitation in the CRM, their partipation status can be sent to 365 but not to EWS. The logic now catches properly if MSGraph synchronization for 365 can be triggered.

the email status indicator in the activity stream item has been updated to visualize also if an email was outbound or inbound.

Added edit button on section hover to modify its attributes

We added a component in the workbench to administrate all EWS Integration settings. In order to be able to implement the configuration view we had to refactor some of the variable settings:
Old ['curl_options'][81] to verify_ssl
Old ['curl_options'][64] to verify_peer
Old ['PushSubscriptionRequest']['StatusFrequency'] to PushSubscriptionRequestStatusFrequency

It is now possible to disbale the lookup stored recent items and searched items. Parameters: disablerecent and disablesearch can be set in the field confguration. Might be handy when you want to force the user to open the the full list of related items

the behaviour for creating new salesdocs has been changed. This is no longer rendered in a modal but in a separate tab. As a salesdoc is more of a complex object that might also take some time to be created this makes more sense from a usability point of view to handle it this way and thus increase the user experience.

Added link between the Consumers module and the ContactsOnlineProfiles module. Added Online Profiles panel under consumers related tab.

all the colours that are changed are now saved. Added a reset button to return to original values

added filtering and sorting options to the logger panel for the scheduler job/task logger panel.

Wrong class Handler name in use in Calls & Meetings

It is now possible to set Calendar.groupwareDisabled in the Calendar compoment in order to prevent the user to display nonsynchronized events from his groupware calendar

The workflow manager offers much flexibility designing a worflow. We tried to improve its usability by adding help texts to some areas of the manager.

A new button was created "ObjectActionHelpTextButton". Its purpose is to render a long help text in a modal.

Use case: When the space inside the standard info icon is too small for the help text.

Upgraded angular to version16 which has some security and performance improvements

It was no longer possible to save report categories in the workbench due to wrong dictionary definition for metadata table kreportcategories.

CR1000914 is an extension of CR1000879

You will need to load the hcm package for testing

added the bean CampaignLog to the handler for sending emails fro a campaigntask. With {CampaignLog.xxxx} all attributes and also links from the CampaignLog are accessible in the email template compiler.

Create a system component SystemSplitContainer that renders a split content with expandable sides.
Enabled toggle expand for the home component and the assistant
Enabled toggle display the dashboard panel in the dashboards editor.

It is now possible to select a default dashboard or a default dashboard set via dropdown instead of copy/pasting the correspondig id

Issue: When using modellist.service in a component and calling getListData, the list didn't show on first load due to the backend call cancelPendingRequests.

Solution: A new property was added "cancelPendingRequests" which is per default true. It can be called in your component with modellist.cancelPendingRequests and set as you require. This way you are more flexible when developing new components.

When a value is already selected xou can delete it bei double clicking on the value. After double click the value is removed and the focus is set into the search field. Since focus is triggered, the dropdown should appear.

Improved the layout details view layout for the modules CompaignTasks, EmailTemplates, OutputTemplates and LandingPages to make editing templates easier.

Default value for $encode parameter was changed from true to false.
That should ease the use of that method which has been retrieving data wih htmlentities on special chars like ", and '

Display a no Data Illustration in relate container if no configured component set is found

added tabdata to the navigationtab service so a tab can keep its own state and data. This enables e.g. in the admin tabs if tabs are opened and the browser is reloaded that the admin tabs keep their loaded adminactions. For developers this means that in a tab the property tabdata can be read and written and can store data for the tab on its state and data that is also cached in the browser session.

When you close a ticket and the SLA time is over a modal window pops up. You are asked to enter an explanation why the SLA was overtimed. We added an explanation text and a warning icon in the modal window display. The explanation itself is store in the ticket in the field deviation_reason.

It is now possible to enter the Exchange settings (using EWS) via the workbench. We simplified the configuration and refactored the variables ['SpiceCRMExchange']['PushSubscriptionRequest']['StatusFrequency'] to ['SpiceCRMExchange']['PushSubscriptionRequestStatusFrequency'] and ['SpiceCRMExchange']['curl_options'] to ['SpiceCRMExchange']['verify_ssl'] & ['SpiceCRMExchange']['verify_peer'].
The logic considers the old names in case you forget adapt your settings after the SpiceCRM update.

In a tree (component fieldcategories) you can use the icon X to remove the value currently set. Now you can double click on the value to remove it and open the tree to select a new value.

With 365 synchronized events shall not appear as 365 event in the CRM calendar when the users open their calendar.

Hit the button to have only custom tables selected (= table name contains the word custom).

The listener on escape key wasn't terminated and caused performance issues with other fields. Working for a while with records using this type of field would result in delayed typed characters in any other input field.

custom lists created in Accounts are now saved and displayed without logging out

created an option to have multienum values sorted alphabetically

VAT check in accounts is returning correct message

When you change a field from text to richtext in a fieldset layout, the current data will still be displayed but without the breaklines. We added a conversion of the breaklines to html
tag so that texts remain readable.

added a delay when selecting aggregates so multiple items of one aggregate can be selected or deselected before a reload of a list happens. This increases usability as a user can click multiple items and then the list waits for 1second until no further changes happens and then reloads

Problem when sending emails the email styles tags were misinterpreted. Fix covers all the mailboxes

the full_name fields is now displayed iwith format from user preferences

Sometimes the ID allocated to a language label changes. Until now this would trigger an error on language package load. We added a function that will replace the old ID by the new one and also re-map the ID in any custom translation that would exist for the corresponding label.
Information about changes made in custom translations will be pushed to the new warnings section added to the response of a language package load.

Possibility to restrict email sending to a whitelist when sending emails in a test environment.

Added the option to include comments for the template compiler to generate the template comments with the compiled content. Important for conditional comments for IE html compatibility.

amended the logic of the address field so so empty segments with commas separated are removed in the displayed value.

added a loader component in the workbench that allows loading files for industry SIC/NACE codes and use them in accounts for the industry classification following industry standards. A text file needs to be pasted and the user can select the levels of depth to be imported. The files used are also in the repository in folder /api/modules/Accounts/siccodefiles. The imported files will generate a select tree that then can be assigned to the accounts sic_code fields.

The change queue button in a service ticket triggers the opening of a modal window in which you can select a service queue. Until now a full list was displayed without any search capability. Now the usual list with search capability is displayed. Only 1 queue can be selected as it used to be.

Moved UploadStream class to DataStreams\wrappers\UploadStream
Created StreamFactory to handle getting the path prefix of a stream.
Created new table sysdatastreams to hold the system stream wrapper definitions. Moved the legacy cdn to a new stream CDNStream.
Created GoogleCloudStorageStream.

SpiceBean class has athe property _bean_action which makes it possible to know if we are in a creation or an update. The property was reset before calling the after_save logic hooks preventing us to know in such a hook which action was triggered. We moved the unset at the end of the save function().

fixed the new namespace used by the European Union for the VIES VAT ID Check so it it properly checked again.

Added a new RSS feed element to the page builder to enable parsing from an RSS feed url.

added a new parameter systemUpdate to the SpiceBEAN Class. If set to true before saving this will trigger a forced update on the changed bean on the client if the socket service is active and bypass the session check. Intention is to be able to force updates from Objects to the frontend if that happens systematically (e.g. if one bean updates another one and should communicate this to the frontend)

The module itself and its related layout configurations were removed from SpiceCRM.

"upgrade view" in a "display as" drop-down list

as part of the stream factoryChanges also the statistics have been updated adding specific call on the StreamHandler class to get stats. If the calss implements this can be handled special ways to optimize performance. Specifically with 3S buckets like on AWS or GCP this implements specific API calls to improve stats performance significantly

Cleaned up the Record view of the company codes. Removing the activities tab and the header details line in the page header.

Saved selected view type component to user preferences so that the system will remember the selection after re-login.

When using a mailbox with MSGraph Handler e-mail status wouldn't be set to "sent" even if e-mail was sent successfully. The response is now properly interpreted and returned.

The default reports listview can now be sorted by name and date modified. You can also see the base module selected for the report and the allocated category.

the View Layout for products has been cleaned up. Into a 1 only view with the tabs. The details on the header has been removed as this is not really needed here. The tab with attachments is moved into the main tabs and the notes tab has been removed.

It is now possible to specify a css class for the display in a fieldset

Removed the call of DBUtils::fromHtml in the quoteInternal method to prevent decoding entities before save.
Removed the call of html_entity_decode in SpiceBeanHandler::mapBeanToArray to prevent decoding any html entities before returning a response.

amend the Aggregates view. By default only 5 items are shown. If more items are available a more link with the number of more items will be shown and the aggregate panel can be expanded. This allows also to have aggregates with more items loaded and still be able to limit scrolling.

Changed the reports designer filter name to display an editable label of the field, solving any naming conflict in the reporter filter panel.

Only user themselves have been able to turn on/off their 365 subscriptions. Now an admin user can do it for the users

Improved listing for requirements checks to make the difference between PHP version check, php extensions checks and directory access permission checks.

Added table systcustomstatusnetworks. Domain setup in this custom table will prevail over the core table, The domain status network definition is retrieved either from the custom table or from the core table. If you need to customize 1 button, you will have to copy the whole thing to custom and adapt the proper record.

Events are sent as UTC from CRM to 365. In the 365 calendar events appear with a date time corresponding to the user's timezone set in 365. But as in event editing mode the time is displayed as UTC. This makes it difficult for users to keep track of the proper date time they agreed to.
We added a fix to avoid that behaviour by sending the time zone set for the user in the CRM.

Adjusted the layout of the system slider component to show the incomplete part of the slider in grey color.

The logic to get a document number is now packed in the function "getSalesDocNumber" in the SalesDoc class. This way you can customize it by extending the class and overwriting the function.

When the flag active is set the validation rule is applicable. When the flag isn't set the validation rule shall be ignored. This behaviour has been corrected.

The default behaviour of the call for a list will prevent from loading related records. This is because of performance issues on big systems. In some occasions like displaying a meeting dashlet on a dashboard with the typical accept/decline/don't know buttons we need to ensure that the related records (the users selected as participants in our case) will be loaded. The link definition is set to true and passing the resolvelinks parameter will trigger the loading.
The dashlet configuration displays the correspondig checkbox.
Of course it possible to use the resolvelinks parameter in any other API call for a list.

We modified the fieldtype used for date start display from datetime to datetimeduration and removed the duration field. Please, reload the core package to get changes.

Behaviour was wrong on first login after turning on 2-Factor authentication

PDF preview can now be rendered without any browserextension (see CR1000900). The preview didn't work properly. It is now fixed.

The non-global lists created by a user was not shown in the dropdown. This fix enables to retrieve all global and private lists created by the current user.

activity stream configuration is now being cached by the system. It might happen that the activities are shown in the "past" and "planned" activities tabs. This has been taken care of by adding a scope when retrieving the configuration for activities data (in the SpiceFTSUtils.php file).

Only white squares were displayed in the color picker panel. Now the proper colors are displayed.

Entry in Config Table overwrites value in config.php

The config for MSGraph synchronization used to be stored in the same table as EWS configs. We split applicaitons and had to cleanup some code.

Key search in standard file caching wouldn't deliver nay records. Now fixed.

Cleaned up special Field, only used in a custom branch.

Module Qualifications located in User Details will be removed in 2023.02.001

Required field was not interpreted from the proper table field. Fixed. Had the effect that a non required field would have been set required depending on system setup.

Until now order was set by module name translation. We added the parameter sortbyparenttypes that will force to sort modules as entered in the parenttypes input field

Currently when you deactivate a validation rule, the only way to re-activate it is to go to database directly and set the active flag. Now deactivated rules are highlighted in the list and can be activated by setting the active flag directly in the interface.

Managing employees career within the company is now possible. SpiceCRM features an employees module in which you can administrate acquired skills, have an overvew of trainings and manage measures all around their job career. The Human Capital Management package is part of SpiceCRM more edition.

Model validations using lessequal or less couldn't be evaluated properly since modelutilities compare did not evaluate less and lessequal but wrongly named cases lesser and lesserqual. We corrected the case values, kept the old ones in case any custom component would use the old case values.

It is now possible to set a value that is set for the user or one of its preferences

The Extended PDF-Viewer helps to see the pdf documents without installing PDF viewer extension for browser.

Administrate LogicHooks and WebHooks through new workbench interface.
- Add/Edit/delete when workbench core editable is turned on. Else only list hooks per module including generic hooks with *
- Add/Edit/delete custom hooks
- activate/deactivate Hooks
Caution: core hooks are delivered per package. Re.loading a package would reactivate a core hook . That's why we currently use a custom entry with the same hook configuration as the core one but with hook_active = 0. We may think of a better way to hande this.

adding a functionality into SpiceImport to allow choosing class and method for data handling depending on requirements

Allocation used to be done manually in the sysuirolemodules table. We now introduced a visual interface to administrate the records.

Allocate orgunits to service queues and interprete ACL permissions to access tickets.

Sending a KReport per email as CSV or Excel to one or multiple email adresses.

When the subject a call or meeting or an activity is very long the ActionMenu (arrow down) used to disappear. Now corrected.

Little correction in ServiceFeedbacksController::saveAnswers: create the evaluation record; set servicefeedback status to completed

We added some settings to the .htaccess and ./api/.htaccess to reinforce application security

adding a functionality fo the Spice importer to process big files in parts in the scheduler

Optional component name in the presentation layer for a tree view was not returned to frontend and therefore not rendered in the report. Additional fix to properly store field IDs needed to group for the tree.

Added on click add modal for calendar month view.
Bug fixes displaying multi and absence events.

Some packages contain basic configuration records that may be changed as used in the instance. As an example: service ticket number ranges. In case of a package update the range would be overwritten which would reset the next number to get for a ticket. The list of respective tables is SpiceUiConfLoader::insertOnlyTables.

Capacities can be defined for an event. These define certain stations that provide services in the context of blood donation. Each of the capacities has a period of use, which may also deviate from the dates of the appointment. Each capacity also has associated appointments that can be automatically created according to a template (e.g. appointment slots of 15 minutes each). These slots can then be booked as part of the reservation.

Capacities can also be pooled (e.g. a resource with a capacity of 4 - if 4 offtake stations are operated). In this case, there is no dedicated assignment to a specific capacity, but to a pool. The final allocation takes place ad hoc on site.

Variable definition property "duplicate_merge" is now a boolean. deprecated value "disabled" and "enabled" are now respectively false and true. All definitions in vardefs files were cleaned up. When the property is not set then it means true.

added the required additional fields to the fts settings in the installer.

this mainly is about https support, the ssl verify options as well as username and password for an authenticated connection.

Add new functionality to Spice Importer that allows setting a selected key value when loading new records to avoid the creation of duplicate entries.

Upgraded the spice chrome extension manifest to version 3 with inbox sdk.

The specific question ID is questionnaire-wide, is non-random and is to be defined by the user.

Created the campaign task targets manager to adjust the targets for a specific campaign without the need to adjust the original target lists.
The manager is accessible through the manager button in the campaign task details view header.
The manager view enables the user to include extra entries to an auto generated inclusion list. It is also possible to exclude entries to an auto generated exclusion list which will be considered when the campaign log is generated. The user can mark entries as seen to work the list on different phases.

Added option stickyOnMobile to SystemDropDownTrigger directive make the dropdown container stick to the bottom of the window in mobile view. This is now enabled for the date picker.

Some fixes to be really be able to use that old soap integration

Save the origin/provenance of a Event Booking (CRM or Web).

Used hash_equals to comapre user password hash to prevent timing attachs.

For customers moving from Exchange to 365 we split the ms graph mapping tables from the ones meant so far for both exchange and 365. It is now possible to switch the type of synchronization between Exchange and 365 in the user preferences.

It is now possible to define a json string that will be rendered for filter option when performing the User login. This is needed when you need to check on a group dependency in a hierarchical LDAP group structure by applying the "memberof:1.2.840.113556.1.4.1941:" filter.

It is now possible to set a default category to the component rendering uploaded files. When the parameter is set with the ID of an atachment category the file container renders the file list of this default category. Furthermore we fixed 2 bugs: reload the list after a file was deleted and allocate the selected category to an upload.

We refactored SugarCache to SpiceCache to improve performance on loading system configurations (load tasks, language labels, dictionaries...) . Files are stored in the server tmp folder or as defined in your environment. The files can be cleaned up by using the "repair external cache" action in the workbench. They will be automatically created as they are needed. The file caching is turned on per default. If you want to turn it off, check the box in the general settings-
For debugging purpose it is also possible to see the content of the cache files: use the cache file manager in the workbench

Added System Landscape management to connect CRM systems together and handle the deployment process (loading released packages, deployment files and data)

In a list view or in a dashlet we can already display truncated text. If this text contains HTML Tags, then the tags will be visible which makes reading the text almost impossible. We added the option "striphtml" in the fieldText component. When set html tags are stripped so that plain text can appear.

Integrated pdf viewer library to render pdf content. This replaces the required chrome extension.

In Favorites and Reminders we slice the text for display purpose. If slice would fall on a multibyte character it would break the script when trying to json encode the results. This has been corrected.

When the category tree is open there was no other possibility to select any category from the tree in order to close it. Now users may press escape key on their keyboard

The SpiceMailToken adds a sequence of letters and numbers to the email address of your mailbox (i.e. crm+26df3dcb9c24e73089808c27a552bab0@twentyreasons.com). With this hashed email address you can easily send emails outside of the CRM.

When retrieving your emails in CRM, the Mailbox (where you used SpiceMailToken) will automatically link the Email to the Bean. You can create multiple SpiceMailTokens and send them in one email. All of them will be found by the processor and linked to the Bean.

Techn. descr.:
The SpiceMailToken adds a sequence of letters and numbers to the email address of your mailbox (i.e. crm+26df3dcb9c24e73089808c27a552bab0@twentyreasons.com). This sequence is a hashed combination of BeanName and BeanID. The token is being hashed with md5.

Config:
In order for the button to be visible, please make sure that your Bean is of type “link” and the module “Emails” is not missing in the vardef declaration of your related bean.
Please add to your mailbox the following entries:
processor_class: \SpiceCRM\modules\Mailboxes\processors\SpiceEmailTokenInboundProcessor
processor_method: processTokenEmail

Testing:
The SpiceMailToken-Button is visible in the Activities panel next to the filter button. The button is has a hashtag symbol. When you click on it, the hashed token email address is automatically copied and you get a confirmation (a green toast with your hashed email address)

adding a capability to open a module listview in a separate new tab

public function ACLAccessFTSQuery(): array
The method is only called if it exists. We pass the aclFilters array per reference and enrich with specific filters. Array is built as in SpiceACL::getInstance()->getFTSQuery
getAclFTSQuery is called if it exists in SpiceFTSBeanHandler::getModuleSearchQuery()
Example of use: users can only access service tickets if the tickets are linked to service queues that the users are allocated to.

Additional column sub_loglevel for syslogs

Added the functionality to cancel the API pending requests on tab close, or for certain action.

Improved SystemOverlayLoadingSpinner and added cancel button for the spinner. Added @Inputs asOverlay and cancellable to SystemSpinner.

Generation demo data for calls and meetings for testing purposes.

It is now possible to set a dashboardset ID in a role definition so that this dashboard set is used as default when the user has not his dashboard set preference

File ./api/sugar_version.php was removed.
The version is now detected on installation by reading ./package.json (in the root folder of SpiceCRM). Old sugar_version.version variable is deprecated. Use SpiceConfig::getSystemVersion() to grab the value if needed in backend logic. Value is stored in config table, system > version

Added Collapse Button to the global header to gain more of the page height and also reduced the list and details view header height for users who use SpiceCRM from laptop.

The configuration in EmailTemplates would enforce "Contacts" as the value for preview module. This was changed by introducing the component config variable "previewForBeanField". When this variable is set in the use of the component, the proper module shall be available in the preview. Please, reload emailHandling package after upgrade.

Workaround to display the user name in the audit log instead of user ID for changes in field assigned_user_id. Because of performance lost, we created the SpiceConfig variable auditlog.readable which needs to be set to true in order to perform conversion from value to user name. This workaround is only temporary.

Added pending requests count functionality to the backend service to draw the global navigation progress bar

After latest Angular update we had to workaround in order to make sure that packing the application (npm run build) will provide the right outcome. Please follow these instructions before you run npm install,.Please run
npm config set legacy-peer-deps true
Then run
npm install

elasticsearch support 7.5 and higher within 7. Now elasticsearch 8.5 and higher is available. We also added user name / password support to login to elasticsearch and extended the number of options you can set directly in FTS Connexion settings.

msgraph package to download the 365 default mapping for Calendar events, tasks and contacts is now available in package loader under "contents"

Added @Input customButtonsContainer to SystemTree Component to render the provided template as the item custom actions.

old event name "all" is no longer checked by the validation rule service. Please, make sure you check the boxes "initialize" and/or "change" when configuring your validation rules.

added a sort icon that indicates sortable fields in listview headers and relatedlist headers. Making it thus easier for a user to immediately see which columns can be sorted in a view.

Deprecated variable sugar_config is now spice_config.
Backward compatibility added to ensure safe upgrades: content of sugar_config will automatically be passed on to spice_config.

In the e-mail add container in the Activitystream, the component for the richtext editor has a scrollbar. When the e-mail text gets longer, an additional scrollbar is automatically displayed in the text are. This confuses the users. Is it possible to remove the component scrollbar and just keep the text scrolbar?

Field sysservicecategories is no longer required per default in modules ServiceTickets and ServiceCalls.

Added keep me logged in option to enable the the browser to remember the user login after closing the browser tab.

Some fixes due to older architecture changes: consider the switch of the company code and load proper data; consider refactoring of backend route applying getRevenues()

Added two-factor authentication methods for more secure verification process. Settings can be selected under workbench > Login management.

Using MySQL 8 is now possible

Review your configurations like model validation conditions or any custom component using the modelutilities compare method. Use less instead of lesser. Use lessequal instead of lesserequal.

Create new column duplicate_merge manually on any Upgrade
ALTER TABLE `sysdictionaryitems` ADD COLUMN `duplicate_merge` INT(1) NULL DEFAULT '1' AFTER `labelinputhelper`;
ALTER TABLE `syscustomdictionaryitems` ADD COLUMN `duplicate_merge` INT(1) NULL DEFAULT '1' AFTER `labelinputhelper`;
ALTER TABLE `sysdictionaryrelationships` ADD COLUMN `rhs_duplicatemerge` INT(1) NULL DEFAULT '1' AFTER `package`;
ALTER TABLE `sysdictionaryrelationships` ADD COLUMN `lhs_duplicatemerge` INT(1) NULL DEFAULT '1' AFTER `package`;
ALTER TABLE `syscustomdictionaryrelationships` ADD COLUMN `rhs_duplicatemerge` INT(1) NULL DEFAULT '1' AFTER `package`;
ALTER TABLE `syscustomdictionaryrelationships` ADD COLUMN `lhs_duplicatemerge` INT(1) NULL DEFAULT '1' AFTER `package`;

If you already use the 365 integration, you will have to download graph packages after the update. Then move your custom mapping definitions to the new custom tables defined for graph integration. Re-test the synchronization before you go productive with the update.

Create additional column manually for table syslogs!
Statement for MySQL: ALTER TABLE `syslogs` ADD COLUMN `log_sublevel` VARCHAR(25) NULL DEFAULT NULL AFTER `log_level`;

The pending requests for model.service, modellist.service etc will be canceled in the Angular ngDestroy hook.
Be aware that this behavior will lead to cancel requests initiated by a child component of a modal when the modal is closed before the requests are done.

Validation rule service now only check events by name. Possible values are: initialize | change
Please, check you validation rules in your customer projects and check the proper boxes where necessary.

The menu item "Repair Database" in the workbench is now deprecated. It only renders a description of where to find the buttons you used to have udner "Repair Database"

We will use column type json from 2023.02.001 on. Make sure you have dbType property in your custom definitions to keep the text type if wished. Or make sure your json column contains a clean JSON string without break lines in order to upgrade the colum type to JSON in SpiceCRM version 2023.02.001.

Set "deprecated" all unused functions in SpiceUtils.
Removed include/utils.php
moved sugar_die() to SpiceUtils::sugarDie()
Removed UnifiedSearchAdvanced.php

Post deployment action: repair/rebuild, run add id field

Post deployment action: UPDATE agreements SET parent_id = account_id, parent_type="Accounts" WHERE account_id IS NOT NULL AND account_id '' AND deleted=0;
UPDATE agreements SET parent_id = consumer_id, parent_type="Consumers" WHERE consumer_id IS NOT NULL AND consumer_id'' AND deleted=0;

Post deployment action: Migrate entries you might have in systemholidaycalendar table to systemholidaycalendars after the repair/rebuild action

Post deployment action: Update existing data by setting 0 where is_system is null after you made your SpiceCRM update.
Reload core package to get proper field list in workbench.

Post deployment action: Set proper valid_from and valid_to dates in current sysnumberrangeallocations records before release update.

Post deployment action: reload service package

Post deployment action: reload emailhandling package

Post deployment action: reload core package

Post deployment action: Load the package emailhandling.

If you have any record in sysauthconfig, please add a guid in field id after deployment
id is not set as primary key to enable the update but it will be in the future.

The module no longer exists. Please, move it to custom if have it in use in any SpiceCRM instance

Migrate account_id and consumer_id to parent_id and parent_type in table agreements
Modify any copy rule or model validation you would have made in a customization

Migrate entries you might have in systemholidaycalendar table to systemholidaycalendars after the repair/rebuild action OR rename the tablemanually before you run repair/rebuild.

Please check you implementations. If you need the old behaviour. customize the ServiceTicket class and rewrite the save function

Field email_templates.via_spb of type boolean was renamed to editor_type of type enum with possible values richText, pageBuilder, html.
You will have to migrate your email templates. via_spb =1 shall be moved to editor_type = pageBuilder.
Remove column via_spb after migration.

Add params to all custom SystemTemplateFunctions.

Step1:
Find all methods from the entries in syscustomtemplatefunctions

Step2:
add the params "$compiler" and "$bean" to every method like in the core file SystemTemplateFunctions.php

In case you have the soap service n use (which is improbable) you will have to upgrade your cusotmizations if any or re-check the functionality with external systems

SpiceNumberRanges::getNextNumberForField() now requires the date fields in sysnumberrangeallocations to be filled. Set proper valid_from and valid_to dates in current sysnumberrangeallocations records before release update.

Field sysdictionarytablecontenttype was added to table sysdictionaryfields.
This will trigger an SQL error on login after you pulled.

Create the field manually:
ALTER TABLE `sysdictionaryfields`
ADD COLUMN `sysdictionarytablecontenttype` VARCHAR(16) NULL DEFAULT NULL AFTER `sysdomainfield_id`;

When listview is selected before pivot fiew, pivot view won'T successfully load
For a pivotview you need to start a fresh report

If you have any custom field that extends fieldCurrency, fieldFloat or fieldQuantity, please review your custom code