Summary:
- The system now tracks whether a lead has acknowledged a digital signature.
- The system now tracks whether a lead has accepted a credit pull disclaimer.
- This change helps with compliance and regulatory requirements.
- It also improves the management of lead information and consent.
Changelog:
Added:
- Ability to track digital signature acknowledgement for leads
- Ability to track credit pull disclaimer acceptance for leads
Changed:
- Lead management now includes digital signature and credit pull disclaimer tracking
Fixed:
- None
Removed:
- None
Summary:
- The system now displays lead names in title case for better readability.
- Users can view full report PDFs for leads with active UCS reports.
- The system filters out suggestions with no active report or lead.
- The bank mapping suggestions table has been updated with a new design.
- Users can preview reports directly from the bank mapping suggestions table.
- The system checks user roles for access to view reports.
- The report preview URL is now generated dynamically.
Changelog:
Added:
- Functionality to display lead names in title case.
- Ability to view full report PDFs for leads with active UCS reports.
- Filtering of suggestions with no active report or lead.
- New design for the bank mapping suggestions table.
- Report preview functionality from the bank mapping suggestions table.
Changed:
- The bank mapping suggestions table now includes lead information and report preview links.
- The system now checks user roles for access to view reports.
Fixed:
- Suggestions with no active report or lead are now filtered out.
Removed:
- None
Summary:
- The trial expiry date can now be updated directly from the main subscription view.
- This change improves the efficiency of managing subscription trial periods.
- It reduces the need to navigate to a separate page to update the trial expiry date.
- The update process is now more streamlined and user-friendly.
Changelog:
Added:
- The ability to update the trial expiry date inline.
Changed:
- The way the trial expiry date is edited, making it more convenient.
Fixed:
- An issue with updating the trial expiry date.
Removed:
- The need to use a separate page to update the trial expiry date.
Summary:
- The registered agent icon is now properly aligned when hovered over
- The icon's positioning has been corrected to improve visual appearance
- This change enhances the overall user experience and makes the interface more intuitive
- The improvement ensures consistency in the display of important information
Changelog:
Added:
- None
Changed:
- The behavior of the registered agent icon on hover
Fixed:
- The misalignment of the registered agent icon when hovered over
Removed:
- Negative margin that caused the icon misalignment
Summary:
- Improved lead search functionality using phone numbers and email addresses
- Enhanced data protection for existing records to prevent overwriting of non-empty fields
- Added functionality to save blocked changes as notes for auditing and tracking purposes
- Introduced a new method for creating and updating documents with attached revisions
- Improved error handling and validation for document creation and revision processes
Changelog:
Added:
- New lead search functionality by phone number and email address
- Data protection for existing records to prevent overwriting of non-empty fields
- Functionality to save blocked changes as notes
- Method for creating and updating documents with attached revisions
Changed:
- Existing set_entry method to include data protection and note-saving functionality
Fixed:
- Improved error handling and validation for document creation and revision processes
Removed:
- None
Summary:
- The credit frozen flag is now correctly displayed in the lead view.
- This change ensures that the credit frozen flag is accurately reflected in the system.
- The update improves the overall accuracy of lead information.
- This improvement helps users make more informed decisions when working with leads.
Changelog:
Added:
- The ability to correctly display the credit frozen flag in the lead view.
Changed:
- The way the credit frozen flag is assigned and displayed in the system.
Fixed:
- An issue where the credit frozen flag was not being displayed correctly.
Removed:
- None
Summary:
- The system now allows for a blank default value for a specific flag.
- This change provides more flexibility in data entry.
- It enables users to intentionally leave a field blank when necessary.
- The update improves the overall user experience by reducing unnecessary defaults.
Changelog:
Added:
- Ability to have a blank default value for a specific flag.
Changed:
- Default value behavior for a specific flag.
Fixed:
- No fixes are included in this update.
Removed:
- Default value of 'No' for a specific flag.
Summary:
- The system now tracks whether a lead's credit report is frozen.
- This change helps to better manage lead information and credit status.
- It provides a clear indication of whether a lead's credit report is frozen, allowing for more informed decisions.
- The credit frozen status is now visible and editable in the lead edit form.
Changelog:
Added:
- A new field to track the credit frozen status of leads.
Changed:
- The lead edit form now includes the credit frozen field.
Fixed:
- No fixes are included in this change.
Removed:
- No features or fields were removed in this change.
Summary:
- A new field has been added to track the onboarding status of leads.
- This change enables better management of lead onboarding processes.
- The new field allows for easier identification of leads that have completed the onboarding process.
- This improvement enhances the overall organization and tracking of lead information.
Changelog:
Added:
- A new field to track the onboarding status of leads.
Changed:
- The system now includes a way to mark leads as having completed the onboarding process.
Fixed:
- None
Removed:
- None
Summary:
- The system now checks if a lead's pre-qualification status is either completed or credit frozen before sending an onboarding email.
- This change ensures that leads with a credit frozen status can still receive the onboarding email and portal invite.
- The update improves the overall onboarding experience by allowing more leads to receive important notifications.
- The new eligibility criteria help prevent unnecessary blocks on onboarding emails.
Changelog:
Added:
- Ability to send onboarding emails to leads with a credit frozen pre-qualification status.
Changed:
- Eligibility criteria for sending onboarding emails to include both completed and credit frozen pre-qualification statuses.
Fixed:
- Issue where leads with a credit frozen pre-qualification status were incorrectly blocked from receiving onboarding emails.
Removed:
- Restriction that only allowed onboarding emails to be sent to leads with a completed pre-qualification status.
Summary:
- The "Add Free Trial" button is now hidden when a lead already has any type of subscription.
- This change prevents leads from having multiple subscriptions unnecessarily.
- It improves the overall user experience by reducing clutter and unnecessary options.
- The system now accurately reflects the lead's subscription status, making it easier to manage subscriptions.
Changelog:
Added:
- A new function to check if a lead has any type of subscription.
Changed:
- The logic for hiding the "Add Free Trial" button now considers all types of subscriptions, not just free trials.
Fixed:
- The issue where the "Add Free Trial" button was not properly hidden when a lead already had a subscription.
Removed:
- The disabled state of the "Add Free Trial" button, which is now completely hidden when a lead has a subscription.
Summary:
- A new button has been added to create a free trial for leads in the subscriptions subpanel.
- The button allows users to easily create a free trial for a lead, streamlining the process.
- Users are prompted to confirm before creating a free trial to prevent accidental creations.
- The feature checks if a lead already has a Business Funding Accelerator (BFA) subscription before allowing a new free trial to be created.
- Error messages are displayed if the free trial cannot be created, providing feedback to the user.
Changelog:
Added:
- A new button to create a free trial for leads in the subscriptions subpanel.
Changed:
- The subscriptions subpanel now includes a check to prevent duplicate BFA subscriptions for a lead.
Fixed:
- None
Removed:
- None
Summary:
- The lead detail view now combines static and dynamic script lists for a more comprehensive display.
- This change enhances the user experience by providing a more complete and organized view of available scripts.
- The update ensures that duplicate script entries are avoided, making it easier to manage and navigate the script list.
- The improved script list display supports more efficient lead management and follow-up activities.
Changelog:
Added:
- Ability to merge static and dynamic script lists in the lead detail view.
Changed:
- The way script lists are populated and displayed in the lead detail view.
Fixed:
- Duplicate script entries are now prevented in the lead detail view.
Removed:
- None
Summary:
- The administration configure tabs page now sorts modules and subpanels alphabetically for easier navigation.
- The page preserves the scroll position when dragging and dropping modules, improving the user experience.
- Module labels are now correctly displayed, preventing issues where labels would appear as "[object Object]".
- The changes improve the overall usability and organization of the configure tabs page.
Changelog:
Added:
- A new JavaScript file to handle scroll position preservation and other enhancements.
Changed:
- The configure tabs page now sorts modules and subpanels alphabetically.
- Module labels are now resolved from a list of module names to prevent display issues.
Fixed:
- The "[object Object]" label issue has been resolved.
- The scroll position is now preserved when dragging and dropping modules.
Removed:
- None
Summary:
- The system now suggests bank mappings for open accounts and inquiries based on fuzzy matching.
- Users can view and approve suggested bank mappings from a new suggestions tab.
- The suggestions tab displays a list of suggested bank mappings, along with their matching scores.
- The system prioritizes suggested bank mappings based on their matching scores.
Changelog:
Added:
- A new suggestions tab for viewing and approving suggested bank mappings.
- A feature to suggest bank mappings for open accounts and inquiries based on fuzzy matching.
Changed:
- The bank mapping standardization page now includes a suggestions tab.
- The system now redirects to the suggestions tab after adding a new bank mapping.
Fixed:
- No fixes are included in this update.
Removed:
- No features or functionality have been removed in this update.
Summary:
- The system now supports multiple Jumpstart GHL product IDs, allowing for more flexibility in subscription flows.
- This change enables the system to handle different product IDs, improving overall functionality and user experience.
- The update ensures that the system can correctly identify and process subscriptions for multiple GHL product IDs.
- The change also improves data consistency and accuracy by allowing the system to handle multiple product IDs in a single workflow.
Changelog:
Added:
- Support for an additional Jumpstart-compatible GHL product ID.
Changed:
- The system's subscription flow to accommodate multiple GHL product IDs.
- The sorting of cancellation requests and subscription lists to ensure consistency and newest entries first.
Fixed:
- None.
Removed:
- None.
Summary:
- Automates creation of Business Funding Accelerator (BFA) subscription records when a related contract is signed.
- Enhances subscription management by allowing status updates for BFA subscriptions.
- Improves user experience with inline editing for BFA subscription status.
- Supports automatic population of free trial expiry dates for new subscriptions.
- Ensures data consistency by keeping free trial expiry dates in sync with subscription status changes.
Changelog:
Added:
- Automated creation of BFA subscription records upon contract signing.
- Inline editing for BFA subscription status.
- Automatic population of free trial expiry dates for new subscriptions.
Changed:
- Subscription status update functionality to support BFA subscriptions.
- Free trial expiry date handling to keep it in sync with subscription status.
Fixed:
- No specific fixes mentioned, but the update ensures data consistency and improves subscription management.
Removed:
- No features or functionalities were removed in this update.
Summary:
- The document list now includes a template type column to provide more information about each document.
- This addition helps users quickly identify the type of template used for each document.
- The new column enhances the overall usability of the document list by providing more context.
- This change improves the efficiency of document management by allowing users to filter and sort documents based on their template type.
Changelog:
Added:
- A new column to display the template type of each document in the list.
Changed:
- The document list layout to accommodate the new template type column.
Fixed:
- No fixes are included in this change.
Removed:
- No features or columns were removed in this change.
Summary:
- Improved the layout and design of the bank mapping standardization page for better user experience
- Enhanced the visual appearance of buttons, tables, and other elements to make the interface more intuitive
- Added a tabbed interface to organize content and reduce clutter
- Simplified the process of adding new bank mappings and editing existing ones
- Removed unnecessary borders and lines to create a cleaner look
- Updated the color scheme and typography to match the overall design standards
Changelog:
Added:
- A new tabbed interface to organize bank mapping content
- Improved design elements, such as buttons and tables, for a more modern look
Changed:
- The layout and design of the bank mapping standardization page
- The visual appearance of various interface elements, including buttons and tables
Fixed:
- None
Removed:
- Unnecessary borders and lines from the interface
- Clutter and complexity from the bank mapping standardization page
Summary:
- The color scheme of the bank mapping feature has been updated for better visibility and readability.
- The new colors improve the overall user experience and make it easier to distinguish between different sections.
- The changes enhance the visual consistency of the feature with other parts of the system.
- The update provides a more modern and visually appealing design.
Changelog:
Added:
- New color scheme for the bank mapping feature
Changed:
- Background and text colors of the bank mapping tables and buttons
Fixed:
- No fixes are included in this update
Removed:
- Old color scheme for the bank mapping feature
Summary:
- The layout of bank mappings has been improved for better readability and consistency.
- The bank card title is now centered and more prominent, making it easier to read.
- The overall design has been refined to enhance the user experience and visual appeal.
- The changes aim to provide a more intuitive and user-friendly interface for managing bank mappings.
Changelog:
Added:
- Improved alignment and spacing of bank mapping elements.
Changed:
- The visual style of bank cards, including background color, font size, and border radius.
- The size and padding of certain elements, such as buttons and icons.
Fixed:
- Inconsistent font sizes and weights have been standardized for better readability.
Removed:
- Unnecessary borders and padding have been removed to simplify the design.
Summary:
- Improved user experience for adding new bank mappings with a more intuitive interface
- Enhanced row editing capabilities, allowing for easier modification of existing mappings
- Added cancel functionality for row edits, preventing accidental changes
- Standardized section headers and layouts for better consistency and readability
Changelog:
Added:
- New "Add" button for creating bank mappings
- Cancel button for row edits
- Improved row editing functionality
Changed:
- Section header layout and design
- Row editing interface for better usability
Fixed:
- No major fixes, but improvements to overall user experience and interface consistency
Removed:
- Old "Add" form layout and functionality
Summary:
- Improved bank mapping standardization to enhance data consistency and accuracy
- Added new bank mapping types, including "Open Account" and "Inquiries"
- Enhanced existing bank mappings to include more institutions and reduce errors
- Simplified bank mapping management for administrators
Changelog:
Added:
- New bank mapping standardization module
- New bank mapping types, including "Open Account" and "Inquiries"
- New fields for bank name and type in the bank mapping standardization module
Changed:
- Existing bank mappings updated to include more institutions and reduce errors
- Bank mapping management simplified for administrators
Fixed:
- Issues with inconsistent bank mapping data
Removed:
- None
Summary:
- Improved the performance of the lead view by optimizing database queries and indexing.
- Enhanced the efficiency of data retrieval and processing for leads, favorites, and user information.
- Reduced the complexity of code and improved maintainability.
- Improved the accuracy of status timestamp calculations for leads.
Changelog:
Added:
- New database indices to improve query performance.
Changed:
- Optimized database queries for lead, favorite, and user data retrieval.
- Improved the calculation of status timestamps for leads.
Fixed:
- Issues with data retrieval and processing for leads and favorites.
Removed:
- Redundant code and unnecessary database queries.
Summary:
- The system now allows for code updates while maintaining queue status integrity.
- Admin users have more control over queue status changes.
- Non-admin users are restricted from editing certain records from the frontend.
- The system provides clear error messages and redirects users when they attempt to perform unauthorized actions.
Changelog:
Added:
- A check to prevent non-admin users from editing records from the frontend.
Changed:
- The queue status guard to allow for code updates and admin-driven changes.
Fixed:
- An issue where non-admin users could potentially edit queue status.
Removed:
- Unnecessary code that previously restricted queue status changes.
Summary:
- Only admin users can edit the status of certain jobs to prevent unauthorized changes.
- This restriction helps maintain data integrity and ensures that only authorized personnel can modify job statuses.
- The system now enforces this restriction automatically, reducing the risk of human error.
- This change improves overall system security and compliance with organizational policies.
Changelog:
Added:
- A new feature to restrict status editing to admin users.
Changed:
- The way the system handles status editing for certain jobs.
Fixed:
- A potential security vulnerability that allowed non-admin users to edit job statuses.
Removed:
- The ability for non-admin users to edit job statuses.
Summary:
- The system now accurately calculates total financial income by extracting numeric values from various income fields.
- This change ensures that non-numeric characters are removed from income fields, providing a more accurate calculation.
- The update improves the overall financial record-keeping by using the cleaned numeric values for gross income and total income.
- The new calculation method enhances data consistency and reliability for financial reporting and analysis.
Changelog:
Added:
- Numeric extraction functionality to clean income fields
Changed:
- Method for calculating total financial income to use cleaned numeric values
Fixed:
- Issue with non-numeric characters affecting financial income calculations
Removed:
- None
Summary:
- Improved alignment and theming of the Leads tab for better user experience
- Optimized list view for faster performance and easier navigation
- Enhanced note and task creation with clearer subject and description fields
- Added functionality to copy lead URLs to the clipboard for easy sharing
- Improved display of task watchers with usernames instead of IDs
- Streamlined search functionality with optimized queries and improved tag management
Changelog:
Added:
- Copy to clipboard functionality for lead URLs
- Improved task watcher display with usernames
Changed:
- Leads tab alignment and theming for better user experience
- List view optimizations for faster performance
- Note and task creation fields for clearer subject and description entry
- Search functionality with optimized queries and improved tag management
Fixed:
- Removed unnecessary logging statements for improved performance
Removed:
- Unnecessary code and logging statements for improved performance and security
Summary:
- The system now integrates with SignNow for electronic signature capabilities.
- Users can send documents for signature directly from the system.
- The integration includes support for templates and pre-filled form fields.
- The system can receive notifications when a document has been signed or completed.
Changelog:
Added:
- Integration with SignNow for electronic signatures
- Support for sending documents for signature from the system
- Ability to receive notifications for signed or completed documents
Changed:
- Updated dropdown options to include "Accepted" status
Fixed:
- No fixes are included in this update
Removed:
- No features or functionality have been removed in this update
Summary:
- Added a status field to email templates to track their activation state
- Introduced a feature to prevent inactive email templates from being used in automated sends
- Enhanced email template management by including status in the list view
- Improved data integrity by validating email template status before sending emails
Changelog:
Added:
- Status field to email templates
- Validation to prevent inactive email templates from being used in automated sends
Changed:
- Email template list view to include status
- Email sending logic to check template status before sending
Fixed:
- None
Removed:
- None
Summary:
- Email template categories are now more descriptive and accurate
- The main category list has been updated to reflect the correct naming convention
- This change improves the overall user experience by providing clearer labels
- The updates enhance the organization and consistency of email template categories
Changelog:
Added:
- More descriptive labels for email template categories
Changed:
- Email template category names to include 'PQ Portal' for clarity
Fixed:
- Inconsistent labeling of email template categories
Removed:
- Old, less descriptive labels for email template categories
Summary:
- Improved data sorting and filtering for better user experience
- Enhanced security measures to prevent unauthorized access and data breaches
- Updated data handling to reduce logging of sensitive information
- Improved redirect URL validation to prevent potential security vulnerabilities
- Enhanced validation for user input data to prevent potential security issues
Changelog:
Added:
- New function to validate and sanitize redirect URLs
- Input validation for user data to prevent security issues
Changed:
- Sorting and filtering of data for better performance and user experience
- Logging of sensitive information to reduce security risks
- Redirect URL handling to improve security and prevent potential vulnerabilities
Fixed:
- Potential security vulnerabilities in data handling and redirect URL validation
- Issues with logging of sensitive information
Removed:
- Unnecessary logging of sensitive information to improve security
Summary:
- Improved email template management with new category and subcategory options
- Enhanced validation for email template eligibility based on lead information
- Streamlined email sending process with automated category checks
- Removed redundant code and improved overall system efficiency
- Added labels for main and sub categories to improve user experience
Changelog:
Added:
- New email template categories and subcategories
- Email template category validation based on lead information
- Labels for main and sub categories
Changed:
- Email sending process to include automated category checks
- Lead eligibility checks for email templates
Fixed:
- Removed redundant code and improved system efficiency
Removed:
- Redundant email audience type list
- Unused pq_invite_sent_flag field
Summary:
- Improved protection against unauthorized access to the system
- Enhanced validation of entry points to prevent potential security threats
- Increased system stability by preventing invalid entry points
- Better alignment with security best practices for SuiteCRM
Changelog:
Added:
- Enhanced security checks for entry points
Changed:
- Validation logic for entry points to ensure system integrity
Fixed:
- Potential security vulnerabilities due to invalid entry points
Removed:
- Insecure definitions that could allow unauthorized access
Summary:
- Improved security measures to prevent unauthorized access and data breaches
- Enhanced stability to reduce errors and crashes
- Better protection against SQL injection attacks
- Improved handling of user input to prevent potential security vulnerabilities
- Enhanced password verification and security
Changelog:
Added:
- Additional security checks to prevent unauthorized access
Changed:
- Improved handling of user input to prevent potential security vulnerabilities
- Enhanced password verification and security
Fixed:
- Security vulnerabilities that could have allowed unauthorized access
- Potential errors and crashes that could have occurred due to unstable code
Removed:
- Unnecessary and potentially insecure logging statements
Summary:
- The list of possible sources for leads has been expanded to include more options.
- This change will help track where leads are coming from more accurately.
- It will also improve the organization's ability to analyze and understand lead generation.
- The update will enable better reporting and decision-making based on lead source data.
Changelog:
Added:
- A new lead source option to track leads from a specific webinar.
Changed:
- The lead source list to include the new option.
Fixed:
- No fixes are included in this update.
Removed:
- No items were removed in this update.
Summary:
- Simplified the system by removing redundant language list definitions
- Improved data consistency by eliminating duplicate entries
- Reduced maintenance efforts by minimizing the number of definitions to update
- Enhanced overall system performance by reducing unnecessary data
Changelog:
Added:
- No new features or functionality added
Changed:
- Updated language list definitions to remove duplicates
Fixed:
- Resolved data inconsistency issues caused by duplicate definitions
Removed:
- Duplicate language list definitions for loan programs and lead sources
Summary:
- The system now retrieves active leads from SuiteCRM, improving data accuracy and synchronization.
- Application status notifications are now triggered based on active leads from SuiteCRM, rather than all users.
- The system's configuration has been updated to handle notification settings more flexibly.
- Error handling has been improved for SuiteCRM integration and notification processing.
Changelog:
Added:
- Active leads retrieval from SuiteCRM
Changed:
- Application status notifications now use active leads from SuiteCRM
- Configuration settings for notification enabling/disabling are now more flexible
Fixed:
- Error handling for SuiteCRM integration and notification processing
Removed:
- None
Summary:
- The system can now be configured to send notifications when credit reports are refreshed.
- Administrators can enable or disable these notifications through environment configuration.
- The system will automatically run a daily task to check for credit report refreshes if notifications are enabled.
- This feature improves the overall user experience by keeping them informed about updates to their credit reports.
Changelog:
Added:
- Option to enable or disable credit report refresh notifications through environment configuration
Changed:
- Daily cron job logic to include credit report refresh checks if notifications are enabled
Fixed:
- None
Removed:
- None
Summary:
- Enhanced security by sanitizing user input to prevent SQL injection attacks
- Improved logging to only display non-sensitive information
- Added validation to ensure lead IDs and webform IDs are valid
- Enhanced protection for two-factor authentication by sanitizing user IDs
- Improved handling of invalid requests to prevent potential security vulnerabilities
- Strengthened database query security by properly quoting input values
- Reduced risk of data corruption by validating and sanitizing user input
Changelog:
Added:
- Input validation for lead IDs and webform IDs
- Improved logging for non-sensitive information
Changed:
- Sanitization of user input for SQL queries
- Validation of user IDs for two-factor authentication
Fixed:
- Potential SQL injection vulnerabilities
- Insecure logging of sensitive information
Removed:
- Insecure code that logged sensitive user input
Summary:
- A global toggle has been added to enable or disable email sending for all portal endpoints.
- This change allows for better control over email sending, especially in situations where email sending needs to be temporarily halted.
- The toggle provides a simple way to manage email sending without having to modify individual email settings.
- The change also includes improvements to email template retrieval and outbound email account handling.
Changelog:
Added:
- A global email sending toggle to control email sending for all portal endpoints
Changed:
- Email template retrieval to handle cases where the template type is 'lending_genie'
- Outbound email account handling to fallback to the default 'system' account when the requested account is unavailable
Fixed:
- Issues with email sending when the outbound email account is not properly configured
Removed:
- None
Summary:
- Vendor links are now properly formatted to ensure correct functionality
- External links are normalized to prevent accidental in-app navigation
- Users are protected from potential security risks associated with malformed URLs
- The overall user experience is improved with more reliable link handling
Changelog:
Added:
- Ability to normalize external URLs for safe handling
Changed:
- Vendor link processing to use the new URL normalization feature
Fixed:
- Potential issues with vendor links not working as expected due to formatting problems
Removed:
- None
Summary:
- Changelog messages in Slack now display correctly formatted text, without HTML entities.
- This change improves the readability of messages, making it easier for users to understand the content.
- The update ensures that special characters are displayed as intended, rather than as HTML codes.
- This improvement enhances the overall user experience when viewing changelog messages in Slack.
Changelog:
Added:
- Ability to decode HTML entities in Slack changelog messages.
Changed:
- The way Slack deployment messages are formatted to improve text display.
Fixed:
- Issue with HTML entities not being decoded in Slack changelog messages.
Removed:
- None
Summary:
- The email template list view now displays more relevant information, making it easier to manage and find specific templates.
- The list view includes columns for template name, type, audience type, description, assigned user, and modification dates.
- These changes improve the overall user experience and efficiency when working with email templates.
- The terminology used in the email template list view has been updated for clarity and consistency.
Changelog:
Added:
- New columns in the email template list view to provide more detailed information.
Changed:
- The label for "Email Audience Type" has been updated to "Audience Type" for better clarity.
Fixed:
- No fixes are included in this update.
Removed:
- No features or functionality have been removed in this update.
Summary:
- The system now tracks whether a lead has been sent a PQ invite.
- Emails with a Customer audience will only be sent if the lead has been sent a PQ invite.
- The PQ invite sent flag is automatically updated when the portal status changes to Sent Invite.
- The system checks the PQ invite sent flag before sending emails with a Customer audience.
Changelog:
Added:
- A new flag to track whether a lead has been sent a PQ invite.
Changed:
- The system now checks the PQ invite sent flag before sending emails with a Customer audience.
- The portal status update now automatically updates the PQ invite sent flag.
Fixed:
- None
Removed:
- None
Summary:
- Improved email validation to prevent incorrect or missing email addresses
- Enhanced security by blocking unsafe redirects and invalid URLs
- Fixed database query vulnerabilities to prevent potential attacks
- Updated logging to provide more informative error messages
- Improved data handling to prevent potential crashes or errors
- Enhanced protection against cross-site scripting (XSS) attacks
- Updated user input validation to prevent potential security threats
Changelog:
Added:
- New function to validate and sanitize redirect URLs
- Improved logging for security-related events
Changed:
- Updated email validation to check for valid email addresses
- Changed database queries to use parameterized queries for improved security
- Updated user input validation to prevent potential security threats
Fixed:
- Fixed database query vulnerabilities to prevent potential attacks
- Fixed issues with redirect URLs to prevent potential security threats
Removed:
- Removed unnecessary logging statements to improve performance
Summary:
- Improved file access control to prevent unauthorized downloads
- Enhanced security measures to prevent path traversal attacks
- Added validation for file IDs and names to prevent errors
- Implemented access checks to ensure users can only download files they have permission to view
- Improved file naming and sanitization to prevent potential security vulnerabilities
Changelog:
Added:
- Additional security checks for file downloads
- Validation for file IDs and names
- Access checks for file viewing permissions
Changed:
- File access control logic to improve security and prevent unauthorized downloads
- File naming and sanitization to improve security
Fixed:
- Potential security vulnerabilities related to file downloads and access control
- Errors related to invalid file IDs and names
Removed:
- Insecure code related to file downloads and access control
Summary:
- Added new loan programs to provide more financing options for customers
- Expanded lead sources to include more partners and campaigns
- Improved data organization for better tracking and management
- Enhanced system functionality to support the addition of new loan programs and lead sources
Changelog:
Added:
- New loan programs, including ITIN Program, Equipment Loan, and Healthcare Financing
- Additional lead sources, such as Social Media-Jose, Trade Show, and Word of mouth
Changed:
- Updated loan program lists to include new options
- Modified lead source lists to reflect new additions
Fixed:
- No fixes are included in this update
Removed:
- No items were removed in this update
Summary:
- The system now includes a predefined list of options for run reports.
- This change enhances the reporting feature by providing standardized choices.
- Users can now select from automated or manual report options.
- The new options improve data consistency and reduce errors in report submissions.
Changelog:
Added:
- A list of predefined run report field options
Changed:
- The reporting feature now includes standardized field options
Fixed:
- None
Removed:
- None
Summary:
- The system now only allows assignment of opportunities to active employees.
- This change ensures that only current employees can be assigned to opportunities, improving data accuracy.
- The list of available users for assignment now only includes active employees, reducing confusion and errors.
- The update aligns the opportunities module with other parts of the system that already limit user selection to active employees.
Changelog:
Added:
- Filtering of inactive employees from user lists in the opportunities module.
Changed:
- The way users are retrieved and listed for assignment to opportunities, now considering only active employees.
Fixed:
- Inaccurate user lists that included inactive employees, which could lead to incorrect assignments.
Removed:
- Inactive employees from the list of users that can be assigned to opportunities.
Summary:
- Simplified credit card application status display to show the most relevant status.
- Enhanced education center with features like auto-opening specific items from URL parameters and copying links to videos.
- Improved user interface with updated layouts and added functionality for better navigation.
- Streamlined code for more efficient processing of user data and requests.
Changelog:
Added:
- New component for credit report refresh on the dashboard home page.
- Functionality to copy links to specific education videos.
- Auto-open feature for education items from URL parameters.
Changed:
- Credit card application status display logic to prioritize the most relevant status.
- User interface for education center to improve user experience.
- Code structure for more efficient processing of user data and requests.
Fixed:
- No specific fixes mentioned, but code improvements may have resolved existing issues.
Removed:
- Redundant code and unnecessary complexity to improve overall efficiency.
Summary:
- Improved handling of program applications with new reminders and notifications for users.
- Enhanced user experience with additional reports and data available through the application.
- Increased automation of credit report refresh notifications to keep users informed.
- Better tracking and management of user application status with new fields and functionality.
Changelog:
Added:
- New endpoints for requesting prequal reports and retrieving reports.
- Functionality for sending reminders and notifications for program applications.
- Cron jobs for checking program application status and credit report refresh notifications.
- New field for tracking program application start time.
Changed:
- Updated dependencies and libraries to improve performance and security.
- Modified existing functions to handle new report types and application status tracking.
- Enhanced user service to include new methods for getting reports and requesting prequal reports.
Fixed:
- No specific fixes mentioned in the diff, but updates to dependencies and libraries may resolve existing issues.
Removed:
- No functionality or features were removed in this update.
Summary:
- The system now tracks a new status for opportunities: "In Collections".
- This change allows for more accurate tracking of opportunity stages.
- Users can now easily identify opportunities that are in the collections process.
- The update improves the overall visibility of opportunity statuses.
Changelog:
Added:
- A new status "In Collections" for tracking opportunities.
Changed:
- The opportunity stage tracking logic to include the new "In Collections" status.
Fixed:
- None
Removed:
- None
Summary:
- The system now sends SMS messages by deriving the recipient's phone number from a parent record, rather than accepting it directly from the API input.
- This change improves the security of the SMS sending process by reducing the risk of sending messages to unauthorized numbers.
- The system now supports sending SMS messages to Leads, Contacts, Accounts, and Opportunities, making it more versatile.
- The API now returns a more detailed response, including success, error, and status messages, to help with debugging and error handling.
Changelog:
Added:
- Support for sending SMS messages to multiple parent record types (Leads, Contacts, Accounts, Opportunities)
Changed:
- The SMS sending process now derives the recipient's phone number from the parent record instead of using the provided phone number
- The API response now includes more detailed information about the sending process
Fixed:
- Improved error handling and validation to prevent sending SMS messages to unauthorized numbers
Removed:
- The ability to send SMS messages using a directly provided phone number, to improve security
Summary:
- The label for portal settings has been changed to "Portal Features" for better clarity.
- The system now checks for subscription status and manual refresh access to determine eligibility for report refresh.
- The logic for determining refresh eligibility has been simplified and centralized.
- The system now returns a more detailed message when refresh access is denied due to subscription or manual refresh settings.
Changelog:
Added:
- A new function to check subscription status and manual refresh access for report refresh eligibility.
Changed:
- The label for portal settings has been updated to "Portal Features".
- The logic for determining refresh eligibility has been updated to use the new function.
Fixed:
- The system now correctly checks for subscription status and manual refresh access when determining report refresh eligibility.
Removed:
- Redundant code for checking subscription status and manual refresh access has been removed.
Summary:
- The system now includes a new status for opportunities called "Future Funding" to better track the progress of deals.
- A new status "Pre-Analyzation (For Banker Submission)" has been added to the lender status list to improve the tracking of submissions.
- The opportunity status list has been reorganized to remove redundant categories and improve clarity.
- The system's workflow has been updated to properly handle the new statuses and ensure a smoother user experience.
Changelog:
Added:
- New opportunity status "Future Funding"
- New lender status "Pre-Analyzation (For Banker Submission)"
Changed:
- Opportunity status list reorganization for better clarity
Fixed:
- Workflow updates to handle new statuses correctly
Removed:
- Redundant categories from the opportunity status list
Summary:
- The system now checks if a subscription is active before allowing report access.
- If a subscription is not active, the system checks for manual refresh access.
- Report access is denied if the subscription is not active and manual refresh access is disabled.
- The system provides a clear error message when report access is denied, including the current subscription status.
Changelog:
Added:
- Manual refresh access check for report access.
Changed:
- Subscription status check to only consider 'succeeded' status as eligible for report access.
Fixed:
- Improved error messaging for denied report access.
Removed:
- Renewal date check for cancelled subscriptions.
Releaseddc763-repo/dc_crm
#4559 ProductionBilal Alam
Change Overview
Summary:
- The system now tracks whether a lead has acknowledged a digital signature.
- The system now tracks whether a lead has accepted a credit pull disclaimer.
- This change helps with compliance and regulatory requirements.
- It also improves the management of lead information and consent.
Changelog:
Added:
- Ability to track digital signature acknowledgement for leads
- Ability to track credit pull disclaimer acceptance for leads
Changed:
- Lead management now includes digital signature and credit pull disclaimer tracking
Fixed:
- None
Removed:
- None
Releaseddc763-repo/dc_crm
#4554 ProductionBilal Alam
Change Overview
Summary:
- The trial expiry date can now be updated directly from the main subscription view.
- This change improves the efficiency of managing subscription trial periods.
- It reduces the need to navigate to a separate page to update the trial expiry date.
- The update process is now more streamlined and user-friendly.
Changelog:
Added:
- The ability to update the trial expiry date inline.
Changed:
- The way the trial expiry date is edited, making it more convenient.
Fixed:
- An issue with updating the trial expiry date.
Removed:
- The need to use a separate page to update the trial expiry date.
Releaseddc763-repo/dc_crm
#4555 ProductionPT Git User
Change Overview
Summary:
- The system now displays lead names in title case for better readability.
- Users can view full report PDFs for leads with active UCS reports.
- The system filters out suggestions with no active report or lead.
- The bank mapping suggestions table has been updated with a new design.
- Users can preview reports directly from the bank mapping suggestions table.
- The system checks user roles for access to view reports.
- The report preview URL is now generated dynamically.
Changelog:
Added:
- Functionality to display lead names in title case.
- Ability to view full report PDFs for leads with active UCS reports.
- Filtering of suggestions with no active report or lead.
- New design for the bank mapping suggestions table.
- Report preview functionality from the bank mapping suggestions table.
Changed:
- The bank mapping suggestions table now includes lead information and report preview links.
- The system now checks user roles for access to view reports.
Fixed:
- Suggestions with no active report or lead are now filtered out.
Removed:
- None
Releaseddc763-repo/dc_crm
#4544 ProductionBilal Alam
Change Overview
Summary:
- Improved lead search functionality using phone numbers and email addresses
- Enhanced data protection for existing records to prevent overwriting of non-empty fields
- Added functionality to save blocked changes as notes for auditing and tracking purposes
- Introduced a new method for creating and updating documents with attached revisions
- Improved error handling and validation for document creation and revision processes
Changelog:
Added:
- New lead search functionality by phone number and email address
- Data protection for existing records to prevent overwriting of non-empty fields
- Functionality to save blocked changes as notes
- Method for creating and updating documents with attached revisions
Changed:
- Existing set_entry method to include data protection and note-saving functionality
Fixed:
- Improved error handling and validation for document creation and revision processes
Removed:
- None
Releaseddc763-repo/dc_crm
#4546 ProductionBilal Alam
Change Overview
Summary:
- The registered agent icon is now properly aligned when hovered over
- The icon's positioning has been corrected to improve visual appearance
- This change enhances the overall user experience and makes the interface more intuitive
- The improvement ensures consistency in the display of important information
Changelog:
Added:
- None
Changed:
- The behavior of the registered agent icon on hover
Fixed:
- The misalignment of the registered agent icon when hovered over
Removed:
- Negative margin that caused the icon misalignment
Releaseddc763-repo/dc_crm
#4538 ProductionPT Git User
Change Overview
Summary:
- The system now allows for a blank default value for a specific flag.
- This change provides more flexibility in data entry.
- It enables users to intentionally leave a field blank when necessary.
- The update improves the overall user experience by reducing unnecessary defaults.
Changelog:
Added:
- Ability to have a blank default value for a specific flag.
Changed:
- Default value behavior for a specific flag.
Fixed:
- No fixes are included in this update.
Removed:
- Default value of 'No' for a specific flag.
Releaseddc763-repo/dc_crm
#4532 ProductionPT Git User
Change Overview
Summary:
- The system now checks if a lead's pre-qualification status is either completed or credit frozen before sending an onboarding email.
- This change ensures that leads with a credit frozen status can still receive the onboarding email and portal invite.
- The update improves the overall onboarding experience by allowing more leads to receive important notifications.
- The new eligibility criteria help prevent unnecessary blocks on onboarding emails.
Changelog:
Added:
- Ability to send onboarding emails to leads with a credit frozen pre-qualification status.
Changed:
- Eligibility criteria for sending onboarding emails to include both completed and credit frozen pre-qualification statuses.
Fixed:
- Issue where leads with a credit frozen pre-qualification status were incorrectly blocked from receiving onboarding emails.
Removed:
- Restriction that only allowed onboarding emails to be sent to leads with a completed pre-qualification status.
Releaseddc763-repo/dc_crm
#4534 ProductionPT Git User
Change Overview
Summary:
- A new field has been added to track the onboarding status of leads.
- This change enables better management of lead onboarding processes.
- The new field allows for easier identification of leads that have completed the onboarding process.
- This improvement enhances the overall organization and tracking of lead information.
Changelog:
Added:
- A new field to track the onboarding status of leads.
Changed:
- The system now includes a way to mark leads as having completed the onboarding process.
Fixed:
- None
Removed:
- None
Releaseddc763-repo/dc_crm
#4526 ProductionPT Git User
Change Overview
Summary:
- A new button has been added to create a free trial for leads in the subscriptions subpanel.
- The button allows users to easily create a free trial for a lead, streamlining the process.
- Users are prompted to confirm before creating a free trial to prevent accidental creations.
- The feature checks if a lead already has a Business Funding Accelerator (BFA) subscription before allowing a new free trial to be created.
- Error messages are displayed if the free trial cannot be created, providing feedback to the user.
Changelog:
Added:
- A new button to create a free trial for leads in the subscriptions subpanel.
Changed:
- The subscriptions subpanel now includes a check to prevent duplicate BFA subscriptions for a lead.
Fixed:
- None
Removed:
- None
Releaseddc763-repo/dc_crm
#4536 ProductionPT Git User
Change Overview
Summary:
- The system now tracks whether a lead's credit report is frozen.
- This change helps to better manage lead information and credit status.
- It provides a clear indication of whether a lead's credit report is frozen, allowing for more informed decisions.
- The credit frozen status is now visible and editable in the lead edit form.
Changelog:
Added:
- A new field to track the credit frozen status of leads.
Changed:
- The lead edit form now includes the credit frozen field.
Fixed:
- No fixes are included in this change.
Removed:
- No features or fields were removed in this change.
Releaseddc763-repo/dc_crm
#4541 ProductionPT Git User
Change Overview
Summary:
- The credit frozen flag is now correctly displayed in the lead view.
- This change ensures that the credit frozen flag is accurately reflected in the system.
- The update improves the overall accuracy of lead information.
- This improvement helps users make more informed decisions when working with leads.
Changelog:
Added:
- The ability to correctly display the credit frozen flag in the lead view.
Changed:
- The way the credit frozen flag is assigned and displayed in the system.
Fixed:
- An issue where the credit frozen flag was not being displayed correctly.
Removed:
- None
Releaseddc763-repo/dc_crm
#4530 ProductionBilal Alam
Change Overview
Summary:
- The "Add Free Trial" button is now hidden when a lead already has any type of subscription.
- This change prevents leads from having multiple subscriptions unnecessarily.
- It improves the overall user experience by reducing clutter and unnecessary options.
- The system now accurately reflects the lead's subscription status, making it easier to manage subscriptions.
Changelog:
Added:
- A new function to check if a lead has any type of subscription.
Changed:
- The logic for hiding the "Add Free Trial" button now considers all types of subscriptions, not just free trials.
Fixed:
- The issue where the "Add Free Trial" button was not properly hidden when a lead already had a subscription.
Removed:
- The disabled state of the "Add Free Trial" button, which is now completely hidden when a lead has a subscription.
Releaseddc763-repo/dc_crm
#4528 ProductionBilal Alam
Change Overview
Summary:
- The lead detail view now combines static and dynamic script lists for a more comprehensive display.
- This change enhances the user experience by providing a more complete and organized view of available scripts.
- The update ensures that duplicate script entries are avoided, making it easier to manage and navigate the script list.
- The improved script list display supports more efficient lead management and follow-up activities.
Changelog:
Added:
- Ability to merge static and dynamic script lists in the lead detail view.
Changed:
- The way script lists are populated and displayed in the lead detail view.
Fixed:
- Duplicate script entries are now prevented in the lead detail view.
Removed:
- None
Releaseddc763-repo/dc_crm
#4522 ProductionBilal Alam
Change Overview
Summary:
- The administration configure tabs page now sorts modules and subpanels alphabetically for easier navigation.
- The page preserves the scroll position when dragging and dropping modules, improving the user experience.
- Module labels are now correctly displayed, preventing issues where labels would appear as "[object Object]".
- The changes improve the overall usability and organization of the configure tabs page.
Changelog:
Added:
- A new JavaScript file to handle scroll position preservation and other enhancements.
Changed:
- The configure tabs page now sorts modules and subpanels alphabetically.
- Module labels are now resolved from a list of module names to prevent display issues.
Fixed:
- The "[object Object]" label issue has been resolved.
- The scroll position is now preserved when dragging and dropping modules.
Removed:
- None
Releaseddc763-repo/dc_crm
#4519 ProductionPT Git User
Change Overview
Summary:
- The system now suggests bank mappings for open accounts and inquiries based on fuzzy matching.
- Users can view and approve suggested bank mappings from a new suggestions tab.
- The suggestions tab displays a list of suggested bank mappings, along with their matching scores.
- The system prioritizes suggested bank mappings based on their matching scores.
Changelog:
Added:
- A new suggestions tab for viewing and approving suggested bank mappings.
- A feature to suggest bank mappings for open accounts and inquiries based on fuzzy matching.
Changed:
- The bank mapping standardization page now includes a suggestions tab.
- The system now redirects to the suggestions tab after adding a new bank mapping.
Fixed:
- No fixes are included in this update.
Removed:
- No features or functionality have been removed in this update.
Releaseddc763-repo/dc_crm
#4516 ProductionBilal Alam
Change Overview
Summary:
- The system now supports multiple Jumpstart GHL product IDs, allowing for more flexibility in subscription flows.
- This change enables the system to handle different product IDs, improving overall functionality and user experience.
- The update ensures that the system can correctly identify and process subscriptions for multiple GHL product IDs.
- The change also improves data consistency and accuracy by allowing the system to handle multiple product IDs in a single workflow.
Changelog:
Added:
- Support for an additional Jumpstart-compatible GHL product ID.
Changed:
- The system's subscription flow to accommodate multiple GHL product IDs.
- The sorting of cancellation requests and subscription lists to ensure consistency and newest entries first.
Fixed:
- None.
Removed:
- None.
Releaseddc763-repo/dc_crm
#4506 ProductionBilal Alam
Change Overview
Summary:
- Improved the layout and design of the bank mapping standardization page for better user experience
- Enhanced the visual appearance of buttons, tables, and other elements to make the interface more intuitive
- Added a tabbed interface to organize content and reduce clutter
- Simplified the process of adding new bank mappings and editing existing ones
- Removed unnecessary borders and lines to create a cleaner look
- Updated the color scheme and typography to match the overall design standards
Changelog:
Added:
- A new tabbed interface to organize bank mapping content
- Improved design elements, such as buttons and tables, for a more modern look
Changed:
- The layout and design of the bank mapping standardization page
- The visual appearance of various interface elements, including buttons and tables
Fixed:
- None
Removed:
- Unnecessary borders and lines from the interface
- Clutter and complexity from the bank mapping standardization page
Releaseddc763-repo/dc_crm
#4508 ProductionBilal Alam
Change Overview
Summary:
- The document list now includes a template type column to provide more information about each document.
- This addition helps users quickly identify the type of template used for each document.
- The new column enhances the overall usability of the document list by providing more context.
- This change improves the efficiency of document management by allowing users to filter and sort documents based on their template type.
Changelog:
Added:
- A new column to display the template type of each document in the list.
Changed:
- The document list layout to accommodate the new template type column.
Fixed:
- No fixes are included in this change.
Removed:
- No features or columns were removed in this change.
Releaseddc763-repo/dc_crm
#4511 ProductionPT Git User
Change Overview
Summary:
- Automates creation of Business Funding Accelerator (BFA) subscription records when a related contract is signed.
- Enhances subscription management by allowing status updates for BFA subscriptions.
- Improves user experience with inline editing for BFA subscription status.
- Supports automatic population of free trial expiry dates for new subscriptions.
- Ensures data consistency by keeping free trial expiry dates in sync with subscription status changes.
Changelog:
Added:
- Automated creation of BFA subscription records upon contract signing.
- Inline editing for BFA subscription status.
- Automatic population of free trial expiry dates for new subscriptions.
Changed:
- Subscription status update functionality to support BFA subscriptions.
- Free trial expiry date handling to keep it in sync with subscription status.
Fixed:
- No specific fixes mentioned, but the update ensures data consistency and improves subscription management.
Removed:
- No features or functionalities were removed in this update.
Releaseddc763-repo/dc_crm
#4495 ProductionBilal Alam
Change Overview
Summary:
- Improved the performance of the lead view by optimizing database queries and indexing.
- Enhanced the efficiency of data retrieval and processing for leads, favorites, and user information.
- Reduced the complexity of code and improved maintainability.
- Improved the accuracy of status timestamp calculations for leads.
Changelog:
Added:
- New database indices to improve query performance.
Changed:
- Optimized database queries for lead, favorite, and user data retrieval.
- Improved the calculation of status timestamps for leads.
Fixed:
- Issues with data retrieval and processing for leads and favorites.
Removed:
- Redundant code and unnecessary database queries.
Releaseddc763-repo/dc_crm
#4503 ProductionBilal Alam
Change Overview
Summary:
- The color scheme of the bank mapping feature has been updated for better visibility and readability.
- The new colors improve the overall user experience and make it easier to distinguish between different sections.
- The changes enhance the visual consistency of the feature with other parts of the system.
- The update provides a more modern and visually appealing design.
Changelog:
Added:
- New color scheme for the bank mapping feature
Changed:
- Background and text colors of the bank mapping tables and buttons
Fixed:
- No fixes are included in this update
Removed:
- Old color scheme for the bank mapping feature
Releaseddc763-repo/dc_crm
#4499 ProductionBilal Alam
Change Overview
Summary:
- Improved user experience for adding new bank mappings with a more intuitive interface
- Enhanced row editing capabilities, allowing for easier modification of existing mappings
- Added cancel functionality for row edits, preventing accidental changes
- Standardized section headers and layouts for better consistency and readability
Changelog:
Added:
- New "Add" button for creating bank mappings
- Cancel button for row edits
- Improved row editing functionality
Changed:
- Section header layout and design
- Row editing interface for better usability
Fixed:
- No major fixes, but improvements to overall user experience and interface consistency
Removed:
- Old "Add" form layout and functionality
Releaseddc763-repo/dc_crm
#4501 ProductionBilal Alam
Change Overview
Summary:
- The layout of bank mappings has been improved for better readability and consistency.
- The bank card title is now centered and more prominent, making it easier to read.
- The overall design has been refined to enhance the user experience and visual appeal.
- The changes aim to provide a more intuitive and user-friendly interface for managing bank mappings.
Changelog:
Added:
- Improved alignment and spacing of bank mapping elements.
Changed:
- The visual style of bank cards, including background color, font size, and border radius.
- The size and padding of certain elements, such as buttons and icons.
Fixed:
- Inconsistent font sizes and weights have been standardized for better readability.
Removed:
- Unnecessary borders and padding have been removed to simplify the design.
Releaseddc763-repo/dc_crm
#4493 ProductionBilal Alam
Change Overview
Summary:
- Improved bank mapping standardization to enhance data consistency and accuracy
- Added new bank mapping types, including "Open Account" and "Inquiries"
- Enhanced existing bank mappings to include more institutions and reduce errors
- Simplified bank mapping management for administrators
Changelog:
Added:
- New bank mapping standardization module
- New bank mapping types, including "Open Account" and "Inquiries"
- New fields for bank name and type in the bank mapping standardization module
Changed:
- Existing bank mappings updated to include more institutions and reduce errors
- Bank mapping management simplified for administrators
Fixed:
- Issues with inconsistent bank mapping data
Removed:
- None
Releaseddc763-repo/dc_crm
#4491 ProductionBilal Alam
Change Overview
Summary:
- The system now allows for code updates while maintaining queue status integrity.
- Admin users have more control over queue status changes.
- Non-admin users are restricted from editing certain records from the frontend.
- The system provides clear error messages and redirects users when they attempt to perform unauthorized actions.
Changelog:
Added:
- A check to prevent non-admin users from editing records from the frontend.
Changed:
- The queue status guard to allow for code updates and admin-driven changes.
Fixed:
- An issue where non-admin users could potentially edit queue status.
Removed:
- Unnecessary code that previously restricted queue status changes.
Releaseddc763-repo/dc_crm
#4489 ProductionBilal Alam
Change Overview
Summary:
- Only admin users can edit the status of certain jobs to prevent unauthorized changes.
- This restriction helps maintain data integrity and ensures that only authorized personnel can modify job statuses.
- The system now enforces this restriction automatically, reducing the risk of human error.
- This change improves overall system security and compliance with organizational policies.
Changelog:
Added:
- A new feature to restrict status editing to admin users.
Changed:
- The way the system handles status editing for certain jobs.
Fixed:
- A potential security vulnerability that allowed non-admin users to edit job statuses.
Removed:
- The ability for non-admin users to edit job statuses.
Releaseddc763-repo/dc_crm
#4479 ProductionBilal Alam
Change Overview
Summary:
- Improved alignment and theming of the Leads tab for better user experience
- Optimized list view for faster performance and easier navigation
- Enhanced note and task creation with clearer subject and description fields
- Added functionality to copy lead URLs to the clipboard for easy sharing
- Improved display of task watchers with usernames instead of IDs
- Streamlined search functionality with optimized queries and improved tag management
Changelog:
Added:
- Copy to clipboard functionality for lead URLs
- Improved task watcher display with usernames
Changed:
- Leads tab alignment and theming for better user experience
- List view optimizations for faster performance
- Note and task creation fields for clearer subject and description entry
- Search functionality with optimized queries and improved tag management
Fixed:
- Removed unnecessary logging statements for improved performance
Removed:
- Unnecessary code and logging statements for improved performance and security
Releaseddc763-repo/dc_crm
#4487 ProductionBilal Alam
Change Overview
Summary:
- The system now accurately calculates total financial income by extracting numeric values from various income fields.
- This change ensures that non-numeric characters are removed from income fields, providing a more accurate calculation.
- The update improves the overall financial record-keeping by using the cleaned numeric values for gross income and total income.
- The new calculation method enhances data consistency and reliability for financial reporting and analysis.
Changelog:
Added:
- Numeric extraction functionality to clean income fields
Changed:
- Method for calculating total financial income to use cleaned numeric values
Fixed:
- Issue with non-numeric characters affecting financial income calculations
Removed:
- None
Releaseddc763-repo/dc_crm
#4481 ProductionPT Git User
Change Overview
Summary:
- The system now integrates with SignNow for electronic signature capabilities.
- Users can send documents for signature directly from the system.
- The integration includes support for templates and pre-filled form fields.
- The system can receive notifications when a document has been signed or completed.
Changelog:
Added:
- Integration with SignNow for electronic signatures
- Support for sending documents for signature from the system
- Ability to receive notifications for signed or completed documents
Changed:
- Updated dropdown options to include "Accepted" status
Fixed:
- No fixes are included in this update
Removed:
- No features or functionality have been removed in this update
Releaseddc763-repo/dc_crm
#4474 ProductionBilal Alam
Change Overview
Summary:
- Added a status field to email templates to track their activation state
- Introduced a feature to prevent inactive email templates from being used in automated sends
- Enhanced email template management by including status in the list view
- Improved data integrity by validating email template status before sending emails
Changelog:
Added:
- Status field to email templates
- Validation to prevent inactive email templates from being used in automated sends
Changed:
- Email template list view to include status
- Email sending logic to check template status before sending
Fixed:
- None
Removed:
- None
Releaseddc763-repo/dc_crm
#4460 ProductionPT Git User
Change Overview
Summary:
- Email template categories are now more descriptive and accurate
- The main category list has been updated to reflect the correct naming convention
- This change improves the overall user experience by providing clearer labels
- The updates enhance the organization and consistency of email template categories
Changelog:
Added:
- More descriptive labels for email template categories
Changed:
- Email template category names to include 'PQ Portal' for clarity
Fixed:
- Inconsistent labeling of email template categories
Removed:
- Old, less descriptive labels for email template categories
Releaseddc763-repo/dc_crm
#4459 ProductionBilal Alam
Change Overview
Summary:
- Improved data sorting and filtering for better user experience
- Enhanced security measures to prevent unauthorized access and data breaches
- Updated data handling to reduce logging of sensitive information
- Improved redirect URL validation to prevent potential security vulnerabilities
- Enhanced validation for user input data to prevent potential security issues
Changelog:
Added:
- New function to validate and sanitize redirect URLs
- Input validation for user data to prevent security issues
Changed:
- Sorting and filtering of data for better performance and user experience
- Logging of sensitive information to reduce security risks
- Redirect URL handling to improve security and prevent potential vulnerabilities
Fixed:
- Potential security vulnerabilities in data handling and redirect URL validation
- Issues with logging of sensitive information
Removed:
- Unnecessary logging of sensitive information to improve security
Releaseddc763-repo/dc_crm
#4456 ProductionBilal Alam
Change Overview
Summary:
- Improved email template management with new category and subcategory options
- Enhanced validation for email template eligibility based on lead information
- Streamlined email sending process with automated category checks
- Removed redundant code and improved overall system efficiency
- Added labels for main and sub categories to improve user experience
Changelog:
Added:
- New email template categories and subcategories
- Email template category validation based on lead information
- Labels for main and sub categories
Changed:
- Email sending process to include automated category checks
- Lead eligibility checks for email templates
Fixed:
- Removed redundant code and improved system efficiency
Removed:
- Redundant email audience type list
- Unused pq_invite_sent_flag field
Releaseddc763-repo/dc_crm
#4446 ProductionBilal Alam
Change Overview
Summary:
- Simplified the system by removing redundant language list definitions
- Improved data consistency by eliminating duplicate entries
- Reduced maintenance efforts by minimizing the number of definitions to update
- Enhanced overall system performance by reducing unnecessary data
Changelog:
Added:
- No new features or functionality added
Changed:
- Updated language list definitions to remove duplicates
Fixed:
- Resolved data inconsistency issues caused by duplicate definitions
Removed:
- Duplicate language list definitions for loan programs and lead sources
Releaseddc763-repo/dc_crm
#4453 ProductionBilal Alam
Change Overview
Summary:
- Improved protection against unauthorized access to the system
- Enhanced validation of entry points to prevent potential security threats
- Increased system stability by preventing invalid entry points
- Better alignment with security best practices for SuiteCRM
Changelog:
Added:
- Enhanced security checks for entry points
Changed:
- Validation logic for entry points to ensure system integrity
Fixed:
- Potential security vulnerabilities due to invalid entry points
Removed:
- Insecure definitions that could allow unauthorized access
Releaseddc763-repo/dc_crm
#4451 ProductionBilal Alam
Change Overview
Summary:
- Improved security measures to prevent unauthorized access and data breaches
- Enhanced stability to reduce errors and crashes
- Better protection against SQL injection attacks
- Improved handling of user input to prevent potential security vulnerabilities
- Enhanced password verification and security
Changelog:
Added:
- Additional security checks to prevent unauthorized access
Changed:
- Improved handling of user input to prevent potential security vulnerabilities
- Enhanced password verification and security
Fixed:
- Security vulnerabilities that could have allowed unauthorized access
- Potential errors and crashes that could have occurred due to unstable code
Removed:
- Unnecessary and potentially insecure logging statements
Releaseddc763-repo/dc_crm
#4449 ProductionBilal Alam
Change Overview
Summary:
- The list of possible sources for leads has been expanded to include more options.
- This change will help track where leads are coming from more accurately.
- It will also improve the organization's ability to analyze and understand lead generation.
- The update will enable better reporting and decision-making based on lead source data.
Changelog:
Added:
- A new lead source option to track leads from a specific webinar.
Changed:
- The lead source list to include the new option.
Fixed:
- No fixes are included in this update.
Removed:
- No items were removed in this update.
Releaseddc763-repo/dc_crm
#4434 ProductionBilal Alam
Change Overview
Summary:
- Enhanced security by sanitizing user input to prevent SQL injection attacks
- Improved logging to only display non-sensitive information
- Added validation to ensure lead IDs and webform IDs are valid
- Enhanced protection for two-factor authentication by sanitizing user IDs
- Improved handling of invalid requests to prevent potential security vulnerabilities
- Strengthened database query security by properly quoting input values
- Reduced risk of data corruption by validating and sanitizing user input
Changelog:
Added:
- Input validation for lead IDs and webform IDs
- Improved logging for non-sensitive information
Changed:
- Sanitization of user input for SQL queries
- Validation of user IDs for two-factor authentication
Fixed:
- Potential SQL injection vulnerabilities
- Insecure logging of sensitive information
Removed:
- Insecure code that logged sensitive user input
Releaseddc763-repo/dc_crm
#4441 ProductionBilal Alam
Change Overview
Summary:
- A global toggle has been added to enable or disable email sending for all portal endpoints.
- This change allows for better control over email sending, especially in situations where email sending needs to be temporarily halted.
- The toggle provides a simple way to manage email sending without having to modify individual email settings.
- The change also includes improvements to email template retrieval and outbound email account handling.
Changelog:
Added:
- A global email sending toggle to control email sending for all portal endpoints
Changed:
- Email template retrieval to handle cases where the template type is 'lending_genie'
- Outbound email account handling to fallback to the default 'system' account when the requested account is unavailable
Fixed:
- Issues with email sending when the outbound email account is not properly configured
Removed:
- None
Releaseddc763-repo/dc_crm
#4437 ProductionBilal Alam
Change Overview
Summary:
- The email template list view now displays more relevant information, making it easier to manage and find specific templates.
- The list view includes columns for template name, type, audience type, description, assigned user, and modification dates.
- These changes improve the overall user experience and efficiency when working with email templates.
- The terminology used in the email template list view has been updated for clarity and consistency.
Changelog:
Added:
- New columns in the email template list view to provide more detailed information.
Changed:
- The label for "Email Audience Type" has been updated to "Audience Type" for better clarity.
Fixed:
- No fixes are included in this update.
Removed:
- No features or functionality have been removed in this update.
Releaseddc763-repo/dc_crm
#4430 ProductionPT Git User
Change Overview
Summary:
- The system now tracks whether a lead has been sent a PQ invite.
- Emails with a Customer audience will only be sent if the lead has been sent a PQ invite.
- The PQ invite sent flag is automatically updated when the portal status changes to Sent Invite.
- The system checks the PQ invite sent flag before sending emails with a Customer audience.
Changelog:
Added:
- A new flag to track whether a lead has been sent a PQ invite.
Changed:
- The system now checks the PQ invite sent flag before sending emails with a Customer audience.
- The portal status update now automatically updates the PQ invite sent flag.
Fixed:
- None
Removed:
- None
Releaseddc763-repo/dc_crm
#4439 ProductionBilal Alam
Change Overview
Summary:
- Changelog messages in Slack now display correctly formatted text, without HTML entities.
- This change improves the readability of messages, making it easier for users to understand the content.
- The update ensures that special characters are displayed as intended, rather than as HTML codes.
- This improvement enhances the overall user experience when viewing changelog messages in Slack.
Changelog:
Added:
- Ability to decode HTML entities in Slack changelog messages.
Changed:
- The way Slack deployment messages are formatted to improve text display.
Fixed:
- Issue with HTML entities not being decoded in Slack changelog messages.
Removed:
- None
Releaseddc763-repo/dc_crm
#4428 ProductionBilal Alam
Change Overview
Summary:
- Improved email validation to prevent incorrect or missing email addresses
- Enhanced security by blocking unsafe redirects and invalid URLs
- Fixed database query vulnerabilities to prevent potential attacks
- Updated logging to provide more informative error messages
- Improved data handling to prevent potential crashes or errors
- Enhanced protection against cross-site scripting (XSS) attacks
- Updated user input validation to prevent potential security threats
Changelog:
Added:
- New function to validate and sanitize redirect URLs
- Improved logging for security-related events
Changed:
- Updated email validation to check for valid email addresses
- Changed database queries to use parameterized queries for improved security
- Updated user input validation to prevent potential security threats
Fixed:
- Fixed database query vulnerabilities to prevent potential attacks
- Fixed issues with redirect URLs to prevent potential security threats
Removed:
- Removed unnecessary logging statements to improve performance
Releaseddc763-repo/dc_crm
#4422 ProductionBilal Alam
Change Overview
Summary:
- Added new loan programs to provide more financing options for customers
- Expanded lead sources to include more partners and campaigns
- Improved data organization for better tracking and management
- Enhanced system functionality to support the addition of new loan programs and lead sources
Changelog:
Added:
- New loan programs, including ITIN Program, Equipment Loan, and Healthcare Financing
- Additional lead sources, such as Social Media-Jose, Trade Show, and Word of mouth
Changed:
- Updated loan program lists to include new options
- Modified lead source lists to reflect new additions
Fixed:
- No fixes are included in this update
Removed:
- No items were removed in this update
Releaseddc763-repo/dc_crm
#4417 ProductionBilal Alam
Change Overview
Summary:
- The system now only allows assignment of opportunities to active employees.
- This change ensures that only current employees can be assigned to opportunities, improving data accuracy.
- The list of available users for assignment now only includes active employees, reducing confusion and errors.
- The update aligns the opportunities module with other parts of the system that already limit user selection to active employees.
Changelog:
Added:
- Filtering of inactive employees from user lists in the opportunities module.
Changed:
- The way users are retrieved and listed for assignment to opportunities, now considering only active employees.
Fixed:
- Inaccurate user lists that included inactive employees, which could lead to incorrect assignments.
Removed:
- Inactive employees from the list of users that can be assigned to opportunities.
Releaseddc763-repo/dc_crm
#4418 ProductionPT Git User
Change Overview
Summary:
- The system now includes a predefined list of options for run reports.
- This change enhances the reporting feature by providing standardized choices.
- Users can now select from automated or manual report options.
- The new options improve data consistency and reduce errors in report submissions.
Changelog:
Added:
- A list of predefined run report field options
Changed:
- The reporting feature now includes standardized field options
Fixed:
- None
Removed:
- None
Releaseddc763-repo/dc_crm
#4425 ProductionBilal Alam
Change Overview
Summary:
- Improved file access control to prevent unauthorized downloads
- Enhanced security measures to prevent path traversal attacks
- Added validation for file IDs and names to prevent errors
- Implemented access checks to ensure users can only download files they have permission to view
- Improved file naming and sanitization to prevent potential security vulnerabilities
Changelog:
Added:
- Additional security checks for file downloads
- Validation for file IDs and names
- Access checks for file viewing permissions
Changed:
- File access control logic to improve security and prevent unauthorized downloads
- File naming and sanitization to improve security
Fixed:
- Potential security vulnerabilities related to file downloads and access control
- Errors related to invalid file IDs and names
Removed:
- Insecure code related to file downloads and access control
Releaseddc763-repo/dc_crm
#4414 ProductionPT Git User
Change Overview
Summary:
- The system now tracks a new status for opportunities: "In Collections".
- This change allows for more accurate tracking of opportunity stages.
- Users can now easily identify opportunities that are in the collections process.
- The update improves the overall visibility of opportunity statuses.
Changelog:
Added:
- A new status "In Collections" for tracking opportunities.
Changed:
- The opportunity stage tracking logic to include the new "In Collections" status.
Fixed:
- None
Removed:
- None
Releaseddc763-repo/dc_crm
#4407 ProductionPT Git User
Change Overview
Summary:
- The system now includes a new status for opportunities called "Future Funding" to better track the progress of deals.
- A new status "Pre-Analyzation (For Banker Submission)" has been added to the lender status list to improve the tracking of submissions.
- The opportunity status list has been reorganized to remove redundant categories and improve clarity.
- The system's workflow has been updated to properly handle the new statuses and ensure a smoother user experience.
Changelog:
Added:
- New opportunity status "Future Funding"
- New lender status "Pre-Analyzation (For Banker Submission)"
Changed:
- Opportunity status list reorganization for better clarity
Fixed:
- Workflow updates to handle new statuses correctly
Removed:
- Redundant categories from the opportunity status list
Releaseddc763-repo/dc_crm
#4412 ProductionBilal Alam
Change Overview
Summary:
- The system now sends SMS messages by deriving the recipient's phone number from a parent record, rather than accepting it directly from the API input.
- This change improves the security of the SMS sending process by reducing the risk of sending messages to unauthorized numbers.
- The system now supports sending SMS messages to Leads, Contacts, Accounts, and Opportunities, making it more versatile.
- The API now returns a more detailed response, including success, error, and status messages, to help with debugging and error handling.
Changelog:
Added:
- Support for sending SMS messages to multiple parent record types (Leads, Contacts, Accounts, Opportunities)
Changed:
- The SMS sending process now derives the recipient's phone number from the parent record instead of using the provided phone number
- The API response now includes more detailed information about the sending process
Fixed:
- Improved error handling and validation to prevent sending SMS messages to unauthorized numbers
Removed:
- The ability to send SMS messages using a directly provided phone number, to improve security
Releaseddc763-repo/dc_crm
#4405 ProductionPT Git User
Change Overview
Summary:
- The system now checks if a subscription is active before allowing report access.
- If a subscription is not active, the system checks for manual refresh access.
- Report access is denied if the subscription is not active and manual refresh access is disabled.
- The system provides a clear error message when report access is denied, including the current subscription status.
Changelog:
Added:
- Manual refresh access check for report access.
Changed:
- Subscription status check to only consider 'succeeded' status as eligible for report access.
Fixed:
- Improved error messaging for denied report access.
Removed:
- Renewal date check for cancelled subscriptions.
Releaseddc763-repo/dc_crm
#4408 ProductionPT Git User
Change Overview
Summary:
- The label for portal settings has been changed to "Portal Features" for better clarity.
- The system now checks for subscription status and manual refresh access to determine eligibility for report refresh.
- The logic for determining refresh eligibility has been simplified and centralized.
- The system now returns a more detailed message when refresh access is denied due to subscription or manual refresh settings.
Changelog:
Added:
- A new function to check subscription status and manual refresh access for report refresh eligibility.
Changed:
- The label for portal settings has been updated to "Portal Features".
- The logic for determining refresh eligibility has been updated to use the new function.
Fixed:
- The system now correctly checks for subscription status and manual refresh access when determining report refresh eligibility.
Removed:
- Redundant code for checking subscription status and manual refresh access has been removed.
Summary:
- The system now retrieves active leads from SuiteCRM, improving data accuracy and synchronization.
- Application status notifications are now triggered based on active leads from SuiteCRM, rather than all users.
- The system's configuration has been updated to handle notification settings more flexibly.
- Error handling has been improved for SuiteCRM integration and notification processing.
Changelog:
Added:
- Active leads retrieval from SuiteCRM
Changed:
- Application status notifications now use active leads from SuiteCRM
- Configuration settings for notification enabling/disabling are now more flexible
Fixed:
- Error handling for SuiteCRM integration and notification processing
Removed:
- None
Summary:
- The system can now be configured to send notifications when credit reports are refreshed.
- Administrators can enable or disable these notifications through environment configuration.
- The system will automatically run a daily task to check for credit report refreshes if notifications are enabled.
- This feature improves the overall user experience by keeping them informed about updates to their credit reports.
Changelog:
Added:
- Option to enable or disable credit report refresh notifications through environment configuration
Changed:
- Daily cron job logic to include credit report refresh checks if notifications are enabled
Fixed:
- None
Removed:
- None
Summary:
- Improved handling of program applications with new reminders and notifications for users.
- Enhanced user experience with additional reports and data available through the application.
- Increased automation of credit report refresh notifications to keep users informed.
- Better tracking and management of user application status with new fields and functionality.
Changelog:
Added:
- New endpoints for requesting prequal reports and retrieving reports.
- Functionality for sending reminders and notifications for program applications.
- Cron jobs for checking program application status and credit report refresh notifications.
- New field for tracking program application start time.
Changed:
- Updated dependencies and libraries to improve performance and security.
- Modified existing functions to handle new report types and application status tracking.
- Enhanced user service to include new methods for getting reports and requesting prequal reports.
Fixed:
- No specific fixes mentioned in the diff, but updates to dependencies and libraries may resolve existing issues.
Removed:
- No functionality or features were removed in this update.
Summary:
- Vendor links are now properly formatted to ensure correct functionality
- External links are normalized to prevent accidental in-app navigation
- Users are protected from potential security risks associated with malformed URLs
- The overall user experience is improved with more reliable link handling
Changelog:
Added:
- Ability to normalize external URLs for safe handling
Changed:
- Vendor link processing to use the new URL normalization feature
Fixed:
- Potential issues with vendor links not working as expected due to formatting problems
Removed:
- None
Summary:
- Simplified credit card application status display to show the most relevant status.
- Enhanced education center with features like auto-opening specific items from URL parameters and copying links to videos.
- Improved user interface with updated layouts and added functionality for better navigation.
- Streamlined code for more efficient processing of user data and requests.
Changelog:
Added:
- New component for credit report refresh on the dashboard home page.
- Functionality to copy links to specific education videos.
- Auto-open feature for education items from URL parameters.
Changed:
- Credit card application status display logic to prioritize the most relevant status.
- User interface for education center to improve user experience.
- Code structure for more efficient processing of user data and requests.
Fixed:
- No specific fixes mentioned, but code improvements may have resolved existing issues.
Removed:
- Redundant code and unnecessary complexity to improve overall efficiency.