Release
2025.01.001
Diese Release-Notizen liegen im englischen Original vor.
SpiceCRM is now more flexible than ever, offering the essential tools to build a fully customizable CRM that fits your unique business needs. With intuitive configuration options, you can easily tailor workflows, fields, and interfaces to match your processes. Whether you’re managing sales, customer service, or marketing, SpiceCRM adapts to your requirements, not the other way around. Enjoy seamless integration with your existing tools and create a CRM experience that truly works for you. SpiceCRM is not just a solution — it’s your solution, perfectly personalized for growth.
Unlock Peak Performance with SpiceCRM’s New KPI Feature!
Empower your sales team with real-time, visually engaging insights into their performance. Our cutting-edge KPI (Key Performance Indicators) functionality helps your team stay focused, motivated, and aligned with business goals — so they can close more deals, faster.
Fully Integrated Newsletter Engine
SpiceCRM is now your all-in-one marketing powerhouse with a fully integrated newsletter engine. Create and send stunning, targeted campaigns directly from your CRM — no extra tools or exports needed. Use real-time data to segment audiences, personalize content, track performance with ease and take GDPR into account. From lead nurturing to customer updates, every message drives deeper engagement. With SpiceCRM, your CRM doesn’t just manage contacts — it connects, converts, and grows your business.
Enhanced responsiveness
SpiceCRM has taken mobile performance to the next level with enhanced responsiveness, ensuring you stay productive on the go. Whether you’re in the office or out in the field, access key CRM features seamlessly on any device. The streamlined mobile interface adapts to your needs, giving you full control without compromising speed or functionality. Stay connected with your data, manage leads, and engage customers — all from the palm of your hand. With SpiceCRM’s improved mobile experience, your CRM is always at your fingertips, wherever business takes you..
Release Details 2025.01.001
CR1001676: Added currentUserId to calculated value [feature request]
It is now possible to set the currentUserId to a field per copy rule
CR1001493: CampaignTask Enhancements [change request]
added unsubscribe list handling to CampaignTask
added emailaddress from prospect list handling
added unsubscribe list handling
CR1001784: added testmode for telephony API and generic indicator [feature request]
a new boolean flag for a testmode in the telephony config has been added. If set the options to manually simulate calls and status changes will be visible in the TelephonyToolbarIndicator component
CR1001670: update system-prompt [change request]
updated the template for system-prompts top reflect some minor style changes and angular 18 updates
CR1001497: Registration Date for EventRegistrations [change request]
Because "date_entered" does not necessarily have to be the registration date, the date_registered field can also be used. It is automatically filled with the current date when the status is set to "registered".
CR1001720: fix display labels on date and timespan fields [bug]
the datespan and datetimespan fields did not properly recognize the situations when the field or view was set to not display labels. This has been corrected.
CR1001918: Bug Fix - Email Change Status [bug]
Fixed bug: email status change throws an error on save address_type required.
Always set m2m relationship required property to false for the non-db m2m role field to prevent validation error.
CR1001806: Fix check ACL on fieldtoggle [bug]
Corrected ACL check: now done on the record instead of the module
CR1001576: Bug Fix - Calendar Dashlet Groupware Events [bug]
Fixed bug: Calendar dashlet does not show gorupware (google, microsoft) events.
CR1001692: extra function in spice import to allow easier customisation [change request]
built extra function that returns class and method for custom import
CR1001510: Account Territory Details - Add Button [feature request]
Developed a new add button under Account Details/CCDetails Tab. This button enables adding a company code details record which is not related to the account yet. It configurable to pass a create component set to be opened after selecting a cc.
CR1001871: Fix GDPR get release information and user data [bug]
created by user and modified by user were not loaded properly
CR1001824: erroneous leave room handling in navigation service [hotfix]
in the NavigationService the internal and external ID had been mixed up causing non leaving rooms and blocking the socket. this has been fixed
CR1001746: new option to use pipe in spicefor in template compiler [change request]
an option has been added to use a pipe in the template compiler. With this option a value can be piped and return an array of beans that is then treated in the spicefor loop.
If the value with the pipe is in curly brackets this value is evaluated. The pipe function needs to return an array of beans or an array of arrays where the values can be used in the for loop to be parsed.
CR1001780: spacing in field statusNetwork [change request]
small usability improvement adding a proper padding on the fieldStatusNetowrk separating the button from the status text
CR1001818: changed inputs to version and package in domain validations details modal [change request]
the fields for version and package have been changed to be proper version and package input fields in the details dialog for the validation values making the maintenance easier as vlaues are available as dropdowns.
CR1001717: new handler class on DomainDefinition [feature request]
a new handlerclass is added on the domain. This allows to handle domain specific function on retrieve, before save and after save of bean.
Removed the email1 cache field from EmailAddressRelationship to be added manually in the dictionary manager when needed.
CR1001887: Fix Orgunit relationship [bug]
Shall extend from One2MBeanRelationship to work properly
CR1001540: CampaignTasks: fix in getEmailAddress() [bug]
Error in data check to enable the fallback on empty email_addr_bean_rel_id field. Check corrected so that fallback is now possible.
CR1001760: Cleanup old Labels in Workflow Suite [change request]
Some old technical names with content like KWORKFLOW work still in use. We replaced them by their newer names.
CR1001917: field prospectlistspersonemail changes [change request]
field prospectlistspersonemail show status and primary flag
CR1001811: added stencils display to media filed listview and media files picker [feature request]
a tiles display was added to the tiles view in the media files listview and also the media files picker indicating clearly to the user when the system is loading media files.
CR1001559: fixed multiple image type support for embedded images in email [bug]
fixed the support for multiple image formats in sending emails in the swift handler. Thus far we expected PNG as embedded images. Issue with embedded jpeg or other formats fixed
CR1001680: Evalanche - Multiple Pools [change request]
Added pool_id to Evalanche Handler to enable using evalanche integration for multiple pools. Added b2b pool id config to workbench/evalanche and to the evalanche field mapping table.
CR1001249: Double OptIn [feature request]
send double optin email and get response
CR1001775: add event emitter on toggle for system-section component [change request]
an event emitter is added to the system-section component so it emits when the section is toggled with a boolean emitter. This allows to react e.g. on Screen sizes of other components on it.
CR1001851: Additional field config option acl for ObjectRecordDetailTab [change request]
We added the option acl to the field config for a panel within a DetailView.
When set, the acl action configured is checked. The panel is hidden if the user has not the proper access rights.
CR1001712: Changed configuration in accounts_opportunities relationship [change request]
Set the singular label on the right side for account name in the opportunity and set the type to one-to-many (was many-to-one) as the relationship is seen from the perspective of an account. One acccount (left) may be many opportunities (right)
CR1001817: fix writing proper package & version when adding fieldset in Workbench [bug]
when adding global fieldsets as items in the fieldset manager the package was not properly written to the database records. This has been fixed so the package is in there in the proper way
CR1001688: add new required options in domain field [change request]
new options have been added for the domain fields in the domain manager. Instead of the checkbox this is now a dropdown with the following options:
- inherited: the required flag is (as before when not set) inherited from the dictionary definition.
- always required: the field is always required
- never required: the field is never required. Also not when the dictionary item is set to required
this new option is introduced to allow greater flexibility with domains that have multiple fields like full_name or address, where in case this is set to mandatory not all fields are supposed to be rendered required but some still stay optional
in the domain field tab the checkbox is rendered as indetermined, checked or unchecked
CR1001776: Dynamic config for newsletter queued emails [change request]
added dynamic config for newsletter queued emails
CR1001884: Migrated Dictionary for Scrum modules [change request]
CR1001659: Workflow SMS Task: Fixed invalid property for mailbox ID [bug]
Post deployment action: For workflows with SMS tasks, the mailbox must be reselected.
CR1001883: Newsletter modifications for subpanel handling and subscriptions [change request]
CR1001552: Telesales: improved performance on load records [bug]
Improved query avoiding camapign log records with empty target id, which would cause multiple appearances of the same records. Additionally we created the table index idx_campaign_log_telesales to improve the query performance.
CR1001836: Minor change to Regex for URL in Webhooksmanagereditmodal [change request]
The Regex for the webhooksmanagereditmodal have been set so that they accept internal URLs as well.
CR1001633: format numbers in high charts in Reports [bug]
numbers have not been properly formatted in the charts with highcharts. This has been changed so numbers are now in the charts formatted and presented in accordance with the users format preferences
CR1001782: display speech input in text fields aways [change request]
the speech recognition icon is now always displayed if the browser supports speech input in text and richtext fields. This is deemed useful and thus a general available option now.
CR1001709: added employee type to Employees [change request]
a new field for the employee type has been added to allow classify employees based on the employment type
CR1001450: Set Default Kanban [change request]
Added a setDefault method to the Kanban Manager that will allow users to set a default Kanban for their selected modules.
Upon Migrating the Kanbans, a Kanban will be selected as the Default for each Module separately.
CR1001687: harmonization parameters REST APIs [change request]
API Endpoints with /{module}/{id} are harmonized to /{beanName}/{beanId} so in the API explorer they are in one tree
CR1001574: Reporter Performance improvement [change request]
Removed the default sorting on main module record ID since it is unnecessary and breaks performance on big data
CR1001922: Fix GDPR field now gets the proper style based on the enum value [change request]
The style of the gdpr field for marketing agreement was not reacting to the change of the enum value from granted to refused. This has been fixed so that it checks the enum value first.
CR1001822: new option in template compiler to add additional header fields [feature request]
a new option has been added int eh template compiler to allow adding header filelds in the compile process.
The parameter additonalHeaderitems can be passed with an array. The items will be added.
each array item needs to have
- type: the type of element (e.g. title)
- content (optional) to be added as content
- args: an array with attrib => value pairs to be added to the header element as attributes
so e.g. [[['type' => 'link', 'attrs' => ['rel' => 'icon', 'type' => 'image/x-icon', 'href' => '']]] will add a favicon to the header.
CR1001415: A Swagger Generator has been created [feature request]
Created a Swagger Generator that creates a Swagger File from the selected API routes inside the API inspector. When the export button is clicked it downloads the Swagger file directly for the user.
Added an Export Swagger button to the API Inspector that appears when routes are selected and directly exports a Swagger File to the Users computer with the selected Routes
CR1001638: folder structure for file attachments [feature request]
It is now possible to define a folder structure under the "Files Tab". Interesting you need to organize multiple files uploaded to a record.
CR1001728: Bug Fix Email Addresses Duplicate [bug]
Fixed bug: Email address creates a duplicate if a new person record was created from a different module with the same existing email address.
CR1001767: Update SpiceLogger to log direct [bug]
the query in the SpiceLogger to log to the DB has been changed so it will create the query itself and direct. The generation via the Dictionary layer for the log caused issues in some situations
CR1001538: added an option to display numbers as large numbers [feature request]
added the attribute system-display-number-large-numbers to component system-display-number. If set this will display the numbers in large numbers shortened to thousands, Millions or Billions. This proves useful to display large numbers with less space
CR1001597: bugfix with pagination in month view for Calendar [bug]
in specific cases pagination in the month view of the calendar might have led to an error and missing refresh.
CR1001630: Dashboard refresh interval [feature request]
Give an Interval to the dashboard configuration (in seconds) and reload automatically the dashlets present in the dashboard accordingly.
CR1001548: add decoder for SAPIdoc Viewer [change request]
added a html decoder to the SAPIDOViewer so it gets formatted properly
CR1001319: Accept Duplicate Phase II [feature request]
Scheduler job which automatically searches the system for duplicates and enters them to the "sysduplicatesbeans" table
CR1001609: new option duplicate_linked in relationships [change request]
a new option duplicate_linked has been added to the relationship definition. If set in a relationship this will also duplicate the linked record on this relationship when the original record is being duplicated.
CR1001805: Socket Server Repository - Merged Into SpiceCRM [change request]
Merged the socket server repository to the spicecrm repository to enable using the realtime socket integration with less configuration on the same server.
CR1001751: KPI Evaluation based on Method in scheduler [bug]
KPIs with methods potentially have not been properly evaluated in the scheduler to run KPI Evaluation.
CR1001845: erroneous parsing of OR in searchterm parse [bug]
in cases OR was found in a. searchterm this was parsed wrong resulting in wrong searchresults. This has been fixed in the searchtermparser.
CR1001844: Add max runtime of 500ms for Webhooks [change request]
the max runtime of webhook calls has been limited to 500ms. The external System might still continue but the call will be ended from CRM side. If no response was retrieved by then the call will be logged as unsuccessful. This is implemented to ensure that a webhook call cannot negatively impact the UX Performance
CR1001562: Outlook AddIn - Single Sing-On [feature request]
Implemented single sign-on for outlook add-in to retrieve the principle name from the outlook app auto login the user silently.
CR1001821: amended CUR Logging for API Log to read CURLFIle [feature request]
amended the API Log logic to CURLFile objects reading the file and adding the file content to the API log for better visibility. This is e.g. useful when logging MIM Email Sending Requests to Mailgun or other Mail Transport services
CR1001648: add missing label to field backendMethod [bug]
added the missing label to be displayed on field type backend methods
CR1001867: Load the bean into property of type linked when relationships are retrieved [feature request]
The function fill_in_relationship_fields() now also loads the object into the property tpe linked. As an example: created_by_user or modfieid_by_user. This becomes handy when loading related beans.
CR1001652: Return the bean ID and module when added in assignBeanToEmail [change request]
The function would return null even if adding the relation to the e-mail was successful. Now the linked bean ID and module are returned in an array and null is returned in case of failure.
CR1001823: Migrate Vardef Templates [change request]
Migrated person, company, activities templates to dictionary
CR1001787: New Source Code Editor [feature request]
Embedded the ace source code editor in the crm. Currently it is used in the html editor/edit source code and in the workbench/Admin Manager Menu, Stylesheets, Google API Settings.
CR1001554: Dictionary Improvements [feature request]
Dictionary one-to-many Relationship Added Field Linked
CR1001610: Default route to use in outlook contact sync button is now msgraphsync [change request]
The default value for the user preference for the microsoft service (msgraph or ews) is now msgraphsync.
CR1001734: Fix in FTS search Parser [bug]
Missing parameter in function call of buildMultiMatchQuery in matchExcludedWords()
CR1001856: Webhook on delete with send data sent empty object [hotfix]
The check on retrieving the information n a deleted bean was not done properly. Now fixed.
CR1001551: new Reporter Component for Analytics Display on Object [feature request]
a new component ReporterIntegrationParentContainer has been added and is placed in the analytics container on a bean. This container reads all published reports and displays them. So no longer needed to add reports specifically in a component set.
CR1001643: fix on stylesheet for color of buttons when pressed or hovering [bug]
styles have been amended so buttons with icons show the icons in proper language when pressed resp on hover
CR1001636: renamed name field in fieldsets to subjects on calls and meetings [change request]
the name field has been labeld as subject in the various fieldsets for calls and meetings
CR1001632: WorkflowTask Item in assistant panel cannot display subfieldset [bug]
[object] would appear instead of the value for parent_name. parent_name is of type linkedparent which is handled by the component fieldLinkedParent. That component was missing in the object repository and in the field mapping. We added those 2 records and modified the fieldset meant for the subheader fieldset for workflowtask items in the assistant panel.
We updated the template that renders the subfieldset.
Post deployment action: REPLACE INTO `sysuiobjectrepository` (`id`, `object`, `module`, `component`, `deprecated`, `description`, `componentconfig`, `version`, `package`) VALUES ('f55020fe-b29b-40cd-9614-2ac38a7ca94e', 'fieldLinkedParent', 'cf986fbd-7ee6-4733-af7d-a2867126334c', 'fieldLinkedParent', 0, NULL, '"parentIdField":{"type":"string","description":"","parentTypeField":"type":"string","description":""}', '2022.02.001', 'system');
REPLACE INTO `sysuifieldtypemapping` (`id`, `fieldtype`, `component`, `version`, `package`) VALUES ('4aa3d134-d4a2-45ed-8665-26f91dfb24f2', 'linkedparent', 'fieldLinkedParent', '2022.02.001', 'system');
REPLACE INTO `sysuifieldsetsitems` (`id`, `fieldset_id`, `sequence`, `field`, `fieldset`, `fieldconfig`, `version`, `package`) VALUES ('ff029f96-f288-4bc7-26b0-d49d2f0e4bdf', '58953982-0049-2c29-3364-940fa4943e6a', 0, 'parent_name', NULL, '"fieldtype":"linkedparent"', '2021.01.001', 'workflow');
DELETE FROM sysuifieldsetsitems WHERE `id`='57352fe1-eef6-d324-5879-40585ed81017';
CR1001640: fieldEmailTemplate: Only offer templates with appropriate editor type [change request]
The field config property "editorTypes" is used to filter the email templates with appropriate editor type. Multiple types are possible, separated by comma, for example "html,richtText".
CR1001656: Campaigns delete funktionality, [change request]
delete campaign and campaign task with its logs
CR1001385: Changes to the icons in the Domain Manager and adding an Edit Icon for domain validation [change request]
Added a style to the icons in the Domain manager so that they look clickable.
Added an edit button to the Domain Manager definitions that opens an edit modal that now allows users to edit the definitions in the CRM
CR1001718: Navigate to selected Email template from workflow [change request]
navigate to selected email template from workflow tasks
CR1001644: fixed bug on login when sms or email as methods are not present [hotfix]
fixed an issue on the login screen that might have caused a hanging login screen when the SMS or Email Details are not returned and not available
CR1001655: Modified Module EmailSchedules email_body [change request]
Change email_body domain to longblob in module EmailSchedules
CR1001903: API Performance Improvement [change request]
Cached frequently called methods in the api to reduce api request timing
CR1001382: TextMessages Remove Deprecated Field delivery_status [change request]
Removed the deprecated field delivery_status for the module TextMessages. Starting from this version the field status is to be used instead.
Double check if the field is used anywhere in the crm e.g. workflow conditions, reports etc.
CR1001299: Sort Module filter list in system input field [change request]
The list of filters displayed in the dropdown in areas where a user can select a filter shall be listed in alphabetical order.
CR1001465: Template Compiler - Category Tree Field [feature request]
Added a parser function to the template compiler to generate a display value for the category field type.
CR1001625: Telesales & CampaignLog: additional field for priority [change request]
We added the field priority of type integer. When a value is set it will be considered in the telesales cockpit and sort the list in descending order by the highest value. Example: If the priority value can be 1,2, or 3, all the CampaignLogs with priority 3 will be on the top of the list. Then the ones with priority 2 and finally the ones with priority 1.
CR1001873: Pipe the maintenance status to the Landing Page [feature request]
If the CRM is in maintenance mode, the landing page is automatically in maintenance mode too.
CR1001771: Pagebuilder Adjustments [change request]
CR1001647: option to add images to attachments including crop and resize [feature request]
a new option is added to the attachment panels to add Images and resize s well as crop them and set the stored image quality
CR1001682: Enhancement Lead Management with Mindee API Scanner [feature request]
added a new capability with the MINDEE Business Card Scanner integrating this with the Lead Capture
CR1001671: new Exception UnprocessableContentException [feature request]
a new exception type for http code 422 unprocessable entry has been added as UnprocessableContentException. This should be thrown if checks on a bean or post are made and cannot be processed this way.
CR1001882: Fix Potentials: query in getRevenues() [bug]
ambiguous column name error for amount_net
CR1001593: improvement salesdocument rejection [change request]
changed the handling of the reject salesdoc dialog. So the rejection is visible immediately and also a wait modal is rendered to ensure the rejections was successful. Also rejected lines are displayed with a lint-through
CR1001512: fix media input so images can be cropped and stored properly [bug]
fixed a bug in the media file input component where images were not properly cropped and saved.
CR1001646: fixes to system-input-media [change request]
on the system-input-media component the calculation of the resulting size in case of resize was added. Also the slider to adjust the saved image quality was added
CR1001899: Exclude Image Fields For REST API Requests [change request]
Introduced a new flag to exclude the image fields for specific api requests to reduce network traffic and loading time.
Implemented for list view api request.
CR1001828: added request header param force-authorization-none [feature request]
a new parameter that can be sent i the request header has been added. The parameter is force-authorization-none. If this header parameter in the request is set to true then the request will be enforced handled like an anonymous request and despite any additional authorization parameter the user will not be authenticated. This is similar to submitting a request without any authorization data.
The Purpose is to add an option to enforce an anonymous call and bypass any unwanted authorization data that eventually comes with the request and is causing an issue.
The parameter can be set in the network or e.g. in a rewrite rule with specific conditions.
CR1001773: Add a hover over text that shows the name of the tabs in Outlook Plugin [change request]
CR1001758: new option index_one_based in spicefor in template compiler [feature request]
in the spicefor loop in templates thus far the index option was available but was 0 based. In addition a new option index_one_based is added that holds an index 1 based. it can be used in for sloops using {spicefor_index_one_based}
CR1001730: added Workflow mailbox method [change request]
CR1001706: add status initial to Campaignlog and Telecockpit [feature request]
as the status targeted might be confusing a new status initial has been added
CR1001685: add media stream to stream factory [change request]
add a media stream and MediaStream class to the stream Factory so also media files can be put in the stream factory
CR1001621: Hooks Manager: removed required package and version for custom hooks [change request]
Package and version are not necessary for custom configuration.
CR1001500: Config Backup Viewer [Security]
Im Config-Transfer einen Tab einbauen, wo man die Backup-Datei sehen kann. Man sollte in der Lage sein diese Datei zu öffnen, herunterladen und falls notwendig in das System einspielen (mit einer Warnung?)
CR1001549: Mobile View - List Item Row Fieldset [feature request]
Added a new config mobileFieldset for the component ObjectList. This renders the specified fieldset horizontally for the listview item row on mobile view.
CR1001438: Salesmatic Integration [change request]
CR1001762: fix initial loadtask display when refreshing [change request]
when loading the loadtask was initially displaying the name of the last run loadtask. This has been changed so the loader now displays "... loading Loadtasks ..." which is correct.
CR1001618: MIssing component config options for relate filter in linked field type [bug]
The linked field type accepts the parameters relatefilterfield, relatefilterrelationship and relatedfilterrequired. Now added in component config for fieldLinked
CR1001707: HCM Skills Matrix [feature request]
as part of the HCM Module a new Skills Matrix view for Employees has been added that shows a visual of all maintained skills in the skills tree for the selected employees granting a quick overview of alls skills for groups of people in the company. This is a new view in the employees list view.
CR1001615: Fix SpiceACL custom module actions not considered [bug]
Custom table for module actions was not considered in the module actions check. Now fixed.
CR1001566: added new field 'is_sensitve' to dictionaryitems [change request]
added new field 'is_sensitive' to the dictionary items to define fields in the dictionary that will only be held internally but not returned in REST requests (like passwords or similar info)
CR1001679: Added some Adaptions to enable proper ACL handling for Employees [change request]
Improve the logic in the retrieve to get primary orgunit information and therefore be able to configure ACL permissions
CR1001627: remove grid align spread from multienum [change request]
removed the grid-align-spread property from the field multienum to properly right align the checkboxes in the chexboxgroup enhancing usability
CR1001725: new Field Color [feature request]
a new field for a color hex code has been added that renders a color picker or allows input of a color hexcode using the system-input-color. It will be set as default for the domain color-hexcode
CR1001660: Outlook AddIn - Improvements [feature request]
Improved outlook addin user experience. Added create button and auto select created item to the archive view. Added missing loading spinner. Open record details from archive view. Added own component config for the result item GroupwareDetailPaneBean to enabled configuring a custom fieldset.
Added toast after successful archive.
CR1001583: reset value in enum fields [hotfix]
when an enum field is cleared the empty value was not saved as empty in the backend.
CR1001353: Added Option to render SystemInputMedia without Toolbars []
added an Option to Component SystemInputMedia so it can be rendered without toolbars as embedded util to upload images
CR1001628: Configure a list of file extensions to be included or excluded for the file panel [feature request]
When uploading a file the system can do a check on file extensions. A list can be stored in the workbench under general settings > advanced settings. The comma seoparated list can be set either to be considered as inclusive or exclusive: either only the extensions in the list are allowed (inclusive) or the extensions in the list are not allowed (exclusive).
CR1001753: double opt in & unsubscribe datalinks [change request]
new link options have been added to the template and the template editor.
This allows easy setting of DOI and Unsubscribe links in emails. Such links can now be easily added. They can also be added as elements to an item in the HTML of an email template.
to render a DOI or unsubscribe link manually add an tag element in the HTML template. Add an empty href="" attribute and and add a data-emailaction attriubute with either the value "doi" or the value "unsubscribe".
so e.g. a tag click here for the double opt in will then render a link with a DOI link as per the settings in the system config for the DOI handling
CR1001840: Dictionary bug fixes [bug]
Fixed bug: failed to repair dictionary that has both vardef and dictionary m2m relationships share the same join table e.g. email_beans.
CR1001696: Document DocX Editor [feature request]
Added a new docx editor integration to the crm to enable editing/generating docx files in the crm. This also enables generating pdf files from the docx files edited in the crm.
Also added a new api /common/spiceattachments/module/beanName/beanId/byfield/fieldprefix to save/update attachment content.
CR1001669: added check if database connection exists in SpiceLogger and SpiceUtils [bug]
a check if the database is connected was added to the spicelogger and also the SpiceUtils for the cleanup. So if there is no connection this will not create another DB error.
CR1001580: disconnect all sockets when user logs off [bug]
bugfix to ensure all socket connections are disconnected when the users logs off. Otherwise when changing users some sockets might haver remained active
CR1001657: fixed the sorting in the companycodes field [bug]
the companies have been sorted in the wrong orders in the companycodes fields. This has been fixed so the sorting is properly ascending
CR1001698: Added a global component for Project Activity Shortcut [change request]
related to CR1001307. It is now possible to add the button to the global header. This new component is part of projectmanagement package.
CR1001769: allow value 0 in field for price determination [bug]
in special cases a field value of '0' caused that the system did not determine price conditions properly. This has been fixed
CR1001564: added new template functions for currency [feature request]
added two new template functions getCurrencySymbol and getCurrencyISO to properly render a currency symbol or ISO code based on the currency ID in a document
CR1001783: email preview link [change request]
added a link to open email preview in browser
CR1001526: changed field attachment to open in separate tab [change request]
change the field-attachment so when the item is clicked the preview also opens like for other attachments in a new tab. Additonally a download link button has been added to the field to allow the downloading as well.
CR1001603: Bug Fix - Field Multienum [bug]
Fixed bug in field multienum: when unchecking the last checked value and save, an empty option is saved to the database.
CR1001886: Migrated Dictionary SystemDeploymentRelease [change request]
CR1001532: migration of Meetings to Dictionary - new participation panel [change request]
with the migration of the meetings to the dictionary the link to the non db contact has been removed. Contacts are automatically added to the participants panel. Same is true for Employees, Users and Leads. Also those modules are removed from the parent relationship removing the confusion why the same record might be linked multiple times (up to 3 in case of a contact).
In some cases during a system upgrade a data migration migt be necessary moving from parent relationship to the participant relationship.
CR1001529: added index manager to the dictionary managers [feature request]
a separate manager for all defined indexes has been added to the workbench. This will allow visibility and management of all defined indexes. However creation of indexes is only supported fromt eh resp Dictionary Definition.
CR1001729: FieldsetManager - adjustments [change request]
1) when adding new fieldset now is the fieldset name visible instead of id
2) updated fieldset array when deleting
CR1001673: E-Mail Address search: make sure the address is passed in lower case [change request]
We now pass the e-mail adress in lower case to elastic search in the function EmailAddress::ftsSearchByEmailAddresses.
This increases the hit rate when used in the Outlook AddIn.
CR1001700: SystemButtonIcon: Missing size property value 'medium' [bug]
CR1000756: add a Grant Rights option in ACL Object [change request]
added a new object type to "grant rights" in the ACL object. This can be used similar to the limit option but grants a right instead rather than revoking it. Examples are when you want to grant a specific right on top of regular profiles to a group of users. In any case the limit right is stronger and will revoke the rights again.
CR1001740: Service Ticket Notes - New Field is_internal [feature request]
Added a new field is_internal for service ticket notes to hide internal notes with acl.
CR1001801: Socket Config [change request]
Added a new config log_enabled to enable/disable logging the socket backend requests.
Added a new config socket_disabled under workbench/modules to disable socket change emitting for specified modules. E.g. module SalesDocItems only visible as related to a SalesDoc which does not need to emit socket changes for each item.
CR1001577: Reporter fix create excel file and send per scheduled Job [bug]
Since the update to the Spreadsheet Library in 2024.01.001 scheduled reports with an export to excel, csv or PDF would not be generated. Now corrected
CR1001662: Calendar - Custom Calendars All Users Filter [change request]
Enabled defining a calendar item that shows events for all users by setting the field owner to asterisk "*"
CR1001414: Dictionary Manager ManyToMany Add Relationship Enhancements [change request]
- Link name for the right side is now per default the module name of the other side
CR1001626: Telesales unlock reserved campaignlog record [change request]
We added a configuration panel in the workbench for telesales. The panel contains for now the time in minutes after which a reserved campaignlog should unlock automatically. The check + unlocking is done when the campaignlog list is loaded in the telecokpit. If no value is configured, the campaignlog remains locked.
CR1001612: update manual Workflow Panel [change request]
the manual workflow panel has been slightly modified with a new box layout and also a loading modal while the workflow is executed enhancing usability
CR1001815: added option to set custom color in org unit and add remark [feature request]
a new option has been added top enable setting a custom color for an org unit in the org chart and also add a remark. The remark is shown in the upper left corner of an org unit . This allows to customize the org chart and highlight specific org units for better visibility and easier understanding
CR1001541: Newsletter Module [feature request]
CR1001733: limit auto change of activitystatus only on new activities [hotfix]
the activitiystatus field that is automatically setting the status top planned or held based on the activity date was doing this also in display and all ,modes. This has been limited to only trigger the auto change in edit mode on new activities.
CR1001834: User Absences ordered by end date descending [change request]
In the panel User Absences in the employee relate tab item the records were not ordered. Now we display the latest time frame on top.
CR1001763: Migrate documents & Folders Vardefs [change request]
Vardef Migration for Documents, DocumentRevisions & Folders
CR1001624: Tracking Management [feature request]
CR1001702: Module Conf minor delete adjustment [bug]
CR1001786: update custom headers WebHook [change request]
a new table has been added int eh webhooks so additional custom headers can be entered structured and will be passed in the webhook request properly
CR1001699: added new endpoint to create Employees for all Users [feature request]
added a new Endpoint /module/Users/Employees/create to create Employee records for all users automatically (except API and Admin users). This considers all Active users that do not yet have a parent_id set.
CR1001573: HotFix for optimistic Lock change detection [hotfix]
in some cases the query for detecting optimistic lock changes had been not triggered. This hotfix ensures that the user prompts is properly rendered
CR1001663: Fix Upload an e-mail with e-mails as attachment [bug]
CR1001750: added % to the fiel probability [change request]
added a % in the display of the probability field
CR1001479: KPIs module [feature request]
CR1001838: Download Meetings and Calls as ics file [feature request]
CR1001623: Fix Display of search results in outlook add In [bug]
The style used to display the main fieldset in the GroupwarePaneBean component would only display 1 field from the fieldset configured in GlobalHeaderSearchResultItems
CR1001906: CRM Log and API Log Improvements [change request]
Display the total count of entries in DB. Also: Show the truncate button in the API log viewer.
CR1001565: add Staff org unit to org Charts [feature request]
added the option to add Staff units to org Charts
CR1001754: Target Lists - Selection Improvements [change request]
Adjusted TargetLists/related panels/email address selection modal to auto confirm if all persons have only one primary email address. Added show/hide confirmed email addresses in the modal.
Added the selection button to the subpanels Accounts, Leads, Consumers and Users.
Added a new flag to allow multiple email addresses per target. If this flag is active the multiple selection will be handled and a duplicate check based on the selected email address will be performed, otherwise a regular m2m relationship handling will be performed.
IMPORTANT: Per default the allow multiple emails per list is inactive. For systems that already use this feature, the flag need to be manually activated.
CR1001885: ACL Object Performance Bug FIx [bug]
Fixed performance bug: on login loading modules takes a long time.
CR1001369: Extend boolean display: indetermined, true false [change request]
CR1001556: inline images replace allow all types [change request]
CR1001533: CampaignTasks: send email with personal mailbox [feature request]
Sending emails in a campaigntask is now possible from the configured "Personal Mailbox" (Gmail or 365). The address used for the sender will be the one of the assigned user of the campaign task. Be aware that this funcitonality shall only be used for a short amount of recipients. Do not exceed 20.
CR1001582: option to lefaltign currency and number fields [feature request]
a new config option has been added to currency, float and number fields to show the filed left aligned. By default number fields are right aligned. The parameter can be set in the fieldsets.
CR1001677: Bug Fix - Calendar - Mobile View Show Outlook Gmail Events [bug]
Fixed bug: outlook gmail events do not show on mobile view after switching between pages.
CR1001870: Labels for certain new gender information. [feature request]
Now also "inter", "diverse" and "open".
The API accepts this now for Event Bookings from the LandingPage.
CR1001895: Fix dictionary relationships: view a active one-to-many / many-to-one relationship [bug]
The modal display would break because the one-to-many / many-to-one relationships do not have additional relationship fields.
CR1001419: Inside of Filter Modules Display the Inactive Validation Values for Enum Types [change request]
When creating a filter for a module, if an enum type filter is chosen, the value now displays the inactive validation values in red text
CR1001634: add JSON_PARTIAL_OUTPUT_ON_ERROR to SpiceResponse [hotfix]
JSON_PARTIAL_OUTPUT_ON_ERROR has been added as option to the withJSON method in the SpiceResponse being a more fault tolerant with the JSON encoding. If there are specific characters that might cause issues with the JSON encoding the response will still be generated
CR1001658: align radio buttons in sytem-prompt [change request]
the radio buttons in the system-prompt have been changed in terms of alignment so all radio buttons are left aligned and the complete container is center aligned. This increases usability and creates a cleaner layout.
CR1001837: bugfix custom headers in WebHooks call [bug]
custom headers have not been properly sent in Webhooks
CR1001833: Copy e-mail subject from e-mail template in copy template process [change request]
When picking an e-mail template for the campaign task, the e-mail template subject is now also part of the copy process.
CR1001810: EWS - inline images [change request]
check for inline images in EWS email handler and properly embed them as attachments
CR1001850: Additional field config option hideOptionLabel for the field type colorenum [change request]
We added the capability to only display the colored bullet point with the fieldconfig option hideOptionLabel. When set only the bullet point will be rendered, the value will be displayed on mouseover.
CR1001521: Refactoring Import [change request]
The imports sequence has been slightly refactored to up to date component structure like system-select and others. No functional changes.
CR1001516: change visibility of list header buttons [change request]
the visibility of the buttons for the list types as well as the SQL filter has been changed. They are not visible by default (and disabled) but remain hidden unless there are options to select.
CR1001714: Load user Data from Employee [change request]
if a user is linked to an employee the date (image, name, title, contact info is loaded from the Employee and does not need to be maintained on the user level.
CR1001795: new admin actions for countreis/states and new package [feature request]
a new package with all global countries as well as selected states for the countries has been added. Also a new admin action is available to maintain the countries and states has been added in the system section.
CR1001853: Scheduler Jobs: Clean undead jobs and job tasks [feature request]
A server restart might abruptly abort any currently running scheduler jobs. This creates jobs that are officially running (according to the database), but are actually no longer running. As long as such a job is officially marked as running, it will no longer be started again.
This feature cleans clean up any undead jobs (job tasks) that may be present.
CR1001579: Email Forward to Targetlist Feature [feature request]
CR1001894: migrating Landingpage Vardefs to Dictionary [change request]
CR1001804: Fix copy rule employee to HCMTraining [bug]
The employee name was mapped with the field name. Now we use full_name to map to hcmtraining employee_name
CR1001711: Microsoft Graph Improvements [feature request]
Change microsoft graph update requests to transactional and commit only after a successful bean save. This prevents data sync inconsistency.
Fixed bug: some subscriptions do not get deleted on renew, which creates duplicates.
Fixed big: Emails with inline attachments like jpeg cound not be processed by ms graph.
Renew subscriptions with patch request instead of delete and create.
CR1001650: missing ACL check in 'one-to-many' Relationship [hotfix]
an additional ACL check with specific ACL settings was missing in the one-2-many relationship. That has been fixed and the ACL check is added
CR1001741: Component ObjectPageHeader - hideStatusNetwork [feature request]
Added new property hideStatusNetwork to the component ObjectPageHeader to enable setting a config to hide the status network button.
CR1001765: Performance Increases ACL Mamagement [change request]
CR1001502: Update ACL Types & Objects [change request]
ACL Types have been changed so the type fields and type actions are divided in global and custom actions. That allows delivery of standard extra action and packaged fields to be used. Also the Object Manager has been updated from the Coding to improve User Experience and adopt Angular 18 Changes.
CR1001666: Email Attachment Download by LandingPage [feature request]
Backend functionality to provide the landing page with email attachment downloads.
CR1001812: Email Attachments [change request]
- load the attachments properly for the diverse email send options ( forward, reply ... )
- calculate attachments size adjustment
CR1001739: Fix for fileattachment field field [bug]
the fileatachment field was throwing an error when adding an attachment due to the folder changes.
CR1001553: Mobile View Adjustments [change request]
Adjusted kanban view item responsiveness min width and stretch.
CR1001614: SpiceACL with multiple OrgUnits [change request]
Until now we could allocate only 1 organizational unit to the user.
Now multiple organizations are possible with 1 as primary and the others as secondary. ACL Profiles will now be retrieved considering all the organizational units allocated to the user.
CR1001774: add option for richtext and html editor to make it not resizable [change request]
added a new option to the two editor components to make it programatically not resizable.
CR1001600: Bug fix - Reporter - Multienum Display Field [bug]
FIxed bug: reporter presentation list does not show multienum values properly.
CR1001602: json data too big in SpiceImports [hotfix]
in some cases the data object in SpiceImports was too big as the complete model was saved for fixed field values. This might cause stops int eh importer
CR1001726: allow label customisation from actionsetmanager for telesales log call [change request]
CR1001611: new option with formula in workflow task type CreateBean [feature request]
a new option to evaluate an expression has been added to the BeanCreate Task type. With that dynamic code can be executed when creating a bean.
This can also transform fields. Examples are:
- choose the name field as from and add 'new Task for Account "v"' as expression. this will create a parsed name field where v will be replaced with the value of the name field from the bean created from
- choose no from field and add "(new \DateTime())->add(new \DateInterval('P8W'))->format('Y-m-d H:i:s')" as the expression. This will create a new date in 8 weeks from now and assign it to the target field
The function is intended to allow data transformation and creation from a source to a target bean when new records are created as part of a workflow.
CR1001847: disable Drag&Drop and upload of attachments based on ACL [bug]
the behavior of the attachments file panel in the related tab has been changed to respect the ACLs on the user does not have edit right or the general ACL right manageattachments on Application level the drag and drop as well as uploads will be disabled. Before the user was able to drag&drop a file but then the backend would stop and throw an error. This is no properly handled on the frontend to enhance Usability
CR1001731: Password Prompt [feature request]
The prompt modal window is now also capable of requesting a password.
CR1001797: Dictionary Manager migration and primary index keys [change request]
Review of all the definitions: created a primary key on all tables that should have one. Typically on id field.
Tables having a unique key definition remain unchanged for now.
Post deployment action: Full repair needed
CR1001719: Calendar Adjustments [change request]
Fixed Bug: Groupware events are showing even if they are synced to the crm.
Fixed Bug: Some calendar events does not show because of incorrect locale settings.
CR1001511: Align Labels with Fields in table views [feature request]
enable alignment of labels in views. To achieve that the view service has been amended and has a new parameter alignLabels. That will also right align numeric labels so in tables the alignment on the header matches the alignment of the data cell
CR1001642: fixed padding on system-tree [change request]
the left padding on system tree item was reduced to optimize display and usability
CR1001893: migrate UOMUnit vardefs to dictionary [change request]
CR1001535: CampaignTasks: make the CampaignTask class customizable [change request]
All private methods set to public in CampaignTask.php
CR1001927: Workflow Definition: Hide precondition when frequeny not always/run_once [change request]
CR1001904: Update Angular 19.2 [change request]
Updated angular to the version 19.2
CR1001747: Travel specific template functions [change request]
the following new travel related template functions have been added:
- getTotalTravelItemAmount: summarizes amounts of related objects for a Travel (related can be Receipts, Mileages or Segments and the field can be specified which field should be summarized
- getItemTable: prints an item table for the Receipt
- getTaxTable: prints a table with the tax details for a receipt
CR1001814: system id to encode [change request]
implemented use system id to encode if no encryption key
CR1001560: Role module Manager [bug]
when clicking mulitple times on the plus button to add a module for a custom role, without providing any input, then clicking on 'x' to cancel the edit, one empty entry will be saved
CR1001889: New Fieldtype relatePrimary [change request]
a new field tyoe has been added for a relatePrimary. This enables to keep a many-to-many relationship with a primary flag and display the primus inter pares record as relate field. Typical example is the primary account on the contact.
To use create a field with domain primarylink and a relationship where the name of the link equals name of the dictionary item + _link. So e.g. an item with name primaryaccount and a relationship where the link is named primaryaccount_link. Then the field primaryaccount can be used in fieldsets and will render the linked record and also save it and retrieve it on the bean.
This fixes the unpredicted behavior of the old account_name relate field on the contact and can be used on other modules in the same way.
CR1001505: Workflow Notification Task [feature request]
Created a new workflow task type notification. When executed it creates a notification for a selected user with the given text.
Created a notification job to send daily summary notifications. This job should be scheduled to run only once a day.
CR1001911: Fixed sorting of domain field values [bug]
Treat the sequence field as integer.
CR1001599: udpate to highcharts v12.1.2 [Security]
updated highcharts libraries to v12.1.2 and also added the funnel chart library
CR1001764: Reporter Fix PDF download & styling [change request]
Fixed download capability (no data rendered). Improved styling for PDF export with default dom pdf handler.
Styling with Chrome PDF to be improved.
CR1001606: Fix load package when legacy vardefs are no longer in use [bug]
opening package loader with a package repository would not display any package because of an array_merge error with legacy vardefs. Check on both array_merge input parameters is now done.
CR1000740: DocuSign [feature request]
DocuSign implementation
CR1001557: OAuth2 Login Buttons - Preferred Login [feature request]
Save preferred login automatically when logging in with an oauth2 button. The preferred login can be removed from user icon/security icon/preferred login.
Added new config property to workbench/Auth Config config.with_login_hint to enable passing the preferred username as login_hint to certain oauth2 service providers e.g. microsoft, google.
CR1001520: API - Files LocalStream [feature request]
Created a new class LocalStream to enable creating new streams locally in the project. class_config.baseDir must be set in the config field of the stream in the workbench.
The class_namespace is SpiceCRM\includes\DataStreams\wrappers\LocalStream
CR1001570: Mailgun Email Validation [feature request]
implemented functionality to valifate email addresses with mailgun
CR1001581: API Minor Adjustments [change request]
- Parse impersonation user param properly for admin user with "@"
- Email templates compile subject enum field properly
CR1001790: fieldActivityParticipationPanel: consider linknames option [bug]
The participant panel has the default capability to allow Contacts, Users, Employees and Leads. The linknames option is now considered so that the list of possible modules can be modified. Be aware that this parameter awaits a comma separated list of link names. Example: contacts,users
CR1001768: Enhancement PageBuilder save Image of Custom Section [feature request]
Save a thumbnail of the saved section generated by chromium headless to be shown in the elements bar on the left hand side.
CR1001857: Changes in Deployment Change request [change request]
We deprecated the Team panel and its many-to-many relationship to users.
We added a relate field to add a developer
We added a relate field to add a tester
The assigned user holds the meaning of the person who ordered the change
We added the status "Testing Completed" nad "test failed"
We modified the display in the Kanban Tile: we replace the status by the developer.
CR1001900: Add option for Starface UC Client Version [change request]
different Starface customers might have different UC Versions installed. An option has been added in the starface config to set the option so the calls towards starface run properly.
CR1001839: Campaign Task delay attempt [change request]
delay attempt iin hours instead of days
CR1001868: Fix project -> accounts dictionary definitions [bug]
Relationships for ordering party and recipient party were not properly migrated
CR1001536: Reporter: fix display category tree value as column header in pivot table [bug]
When a category tree field is used as column header the label translation for that category is now rendered. Only the value used to be rendered.
CR1001756: VCARD export fix [bug]
CR1001672: provide parentmodel in objectlistitem [change request]
CR1001865: Config Transfer - Bug Fix []
Fixed bug: config transfer export does not include the tables that do not have a package field. e.g. syslanguagelabels.
CR1001530: Refresh button for objectrelatedlistfiles [feature request]
In the related file list display it is now possible to hit a reload button to refresh the file list.
CR1001534: Mailboxes: Fix missing transport value for 365 personal mailbox [bug]
Added the constant variable definition for personalMSGraph
CR1001546: refactor blowfish encryption [change request]
CR1001667: added an error screen for loader errors [change request]
an error screen has been added that catches errors happening during the initial config load (e.g. when the database is not available. SO the user gets a proper prompt rather than a remaining message connecting.
CR1001654: Adjusted SpiceBean hasEmails [change request]
check only on primary email link exists
CR1001661: WebSMS Handler: Fix delivery status to "sent" [bug]
CR1001860: add key to redirect link [change request]
CR1001558: Package Loader - Reload All Languages [feature request]
Added loaded languages to the workbench/Package Loader/reload all modal
CR1001713: allow change of domain in dictionary manager [change request]
in some cases it might make sense to allow changing the domain of a dictionary item. This option has been en abled but is to be used with care as this can have major implications on repair and activation afterwards.
CR1001316: Workbench Mailboxes Manager: display new mailbox after save [bug]
When you create a new mailbox it not displayed on the left side after save. This bug is now fixed.
CR1001710: added option to upload Image on Object [feature request]
a new option has been added and been enabled on the Employees module to upload an Employee Image in the page Header by clicking on the module icon. This is a generic component that can also be enable for each module that has an image type field in the vardefs and has the config for the imagefield added to the component ObjectPageHeader
CR1001641: empty filename in icon might have caused a frontend error [bug]
a check requiring a mandatory filename in systemfileicon in some situations caused a minor console error on the frontend.
CR1001794: Fix missing copy rule from HCMEmployeeObjectiveAgreements to HCMEmployeeObjectives [bug]
When creating an employee objective from the employee objective agreement, a validation error is thrown on save. The employee objective agreement ID is missing . Solution: added a proper copy rule. Retrieve HCM package again (since version 2024.01.001) to get the correction.
CR1001736: SystemInputRadio - attributes adjustment [bug]
switching between two tabs (Contacts for example), primary email address is only displayed on the first loaded contact
CR1001732: AppLauncher - keyboard accessible [change request]
make modules in the applauncher keyboard accessible (tab)
CR1001445: remove search icon in global header search [change request]
to enhance mobile search experience and the mobile view the search icon in the global header search has been removed.
CR1001694: duplicate_merge was not populated on dictionary repair [hotfix]
the field duplicate_merge from the dictionary item was not properly populated to the sysdictionaryfields on activation/repaid of a dictionary item causing erroneous behavior on the frontend when merging records
Post deployment action: ensure that all fields that should be allowed to merge are also set as such in the dictionary. Since then the value is set but 0 in case this is not set in the dictionary likely the fields will be missing in the merge dialog
CR1001898: Send Invitation Workflow Task ICS attachment []
A workflow task has been created for attaching ICS files to an email template.
This has been tested on the Odysseus Print system.
CR1001743: Hide unused fields in WorkflowManagerDetails [bug]
Commented out some code, because in the backend (and frontend) for the fields "timetoalert" and "timetoescalate" there is no functionality yet.
CR1001504: PageBuilder Adjustments [change request]
- New content element (Heading)
- Option to paste an image URL
- custom number of columns in a section
CR1001737: Fix setStylesheetField in richtest field type [bug]
trying to load a stylesheet would run into an error when none is defined
CR1001778: bug fix field modelattachment [bug]
made the navigationtab injector optional as this might not be provided e.g. in a select modal causing the field to create a console error in the browser
CR1001578: missing determination on filterdefs for search in Dashlets [hotfix]
for dashlets the filterdefs in some cases have not been properly evaluated leading to missing results when determining if the query can be done on elastic or the DB
CR1001569: keep selected items in multiselect modal select popup [feature request]
when selecting related records in the modal items can be selected and will be memorized. If the search criteria is changed these records will still remain selected. This enhances usability when adding multiple related records as multiple searhces and selections can be combined rather than searching one after another.
CR1001653: fix in filter builder [hotfix]
when state or scope is set in the filter the expression on SQL level was misleading added with the groupscope returning too many records. This has been changed so the scope and state on a filter is always combined in an and statement.
CR1001843: GSuite Extension Update [change request]
Updated gsuite extension dependency inboxsdk to the manifest v3
CR1001567: add option to include "reports to" in ACL Objects [feature request]
added a new option to the ACL Object to select records assigned to "reports to" users. This allows providing managers to access als records assigned to users reporting to them. This reports to is multilevel and resolves all userids over multiple levels recursively
CR1001377: Multitenancy - Improvements [change request]
Changed the login flow of the tenant users to use the standard authentication. For all API requests the system will look for the user in the tenants mapping table with the provided domain and connect to the tenant database at the very beginning of the api script execution and then the authentication follows in the tenant database.
Added a new header param "tenant-id" to be passed with the token after login. Which reconnect to the tenant database without the need to lookup the user tenant in the mapping table.
Removed unnecessary tenant authentication classes.
Added new user hooks to add/remove a tenant user from the mapping table on save/delete.
Separated tenant cache in a sub folder in the cache folder.
Added the tenant id to the FTS index to keep an optimized index for all tenants and filter the results for the current tenant.
Added create from inquiry data to the tenant to enable provisioning a tenant based on incoming inquiries.
CR1001619: Calendar: added title on mouseover for module icons [change request]
The module name is now displayed when mouseovering the Icons in the calendar header
CR1001620: fix SpicePathRelatedListTile tile [hotfix]
the related list tile component did not render properly not showing e.g. open opportunities on accounts.
CR1001748: potential error in filterbuilder [hotfix]
a UNION select in the filter builder potentially caused that filters could not be displayed and saved in the FilterBuilder in the Workbench.
CR1001819: bugfix in reload all packages dialog [bug]
the reload indicator is now displayed properly in the reload all packages dialog. At the end after all packages have been loaded the package display is hidden and the reloader is displayed full in the modal. Also the restart buttons are hidden while the config is reloading. Enhancing usability.
CR1001645: styling change system-slider [change request]
added proper length of the bar as well as colors. Also added a theme option for the system-slider component so it can be rendered dark or light
CR1001697: Question type "Single Choice": Fixed horizontal rendering of question [bug]
CR1001796: Page Builder - New Element Social Media [feature request]
Added a new social element to the page builder with standard icon, text and url.
CR1001524: Dictionary entry: add audited retention days [feature request]
Set the number of days audited logs records shall remain in the audit table.
CR1001592: add link in salesdoc flow modal [feature request]
the salesdocs flow modal has been changed so that the first field (sales doc number by default) is a link that will open the salesdocument directly
CR1001547: added an Operator "yesterday" to Reports [feature request]
added a new Operator yesterday to the Reporter Filter operators for Date fields
CR1001693: respect Reportees and ACL in M2M Relationship [hotfix]
the M2M relationship did not properly respect the ACL rights and additional there had been an issue with the consideration of the reports to lines for the selection of records.
CR1001869: Fix deprecated administration Tab [bug]
Old Tab used in SystemDeplyomentCRs (Change requests) and UserAbences (User absences) removed and right adminitraiton tab applied.
CR1001781: Workflow: workflowtypes not loaded when [bug]
When a user gets an e-mail with a link to a record containing a decision workflowtask for the user, the workflowtypes are not loaded in time. The user opens the record, goes to the workflow display, clicks on the proper decision button => the status value is a guid instead of 30. This causes the workflow to break => next workflowtask is not created and there is no possibility for the user to correct that.
CR1001755: Mailboxes: fetchEmails fix [bug]
CR1001563: Make the logic to generate the subject for a ServiceTicketNote customizable [change request]
The subject in ServiceTicketNotes is automatically set from the first 50 chars contained in the description field. We added the function setName() to handle content. That way it can be customized
CR1001572: determine direction of email when dropping from Outlook [feature request]
when dropping an email from outlook into an activitiy stream the system will match the from address with the email address on the record. If it matches the email will be set as inbound, otherwise outbound.
If no email address is maintained it remain as it currently is and the email is considered an inbound email.
CR1001777: refactor newsletter to extension [change request]
CR1001849: fix to proper handle linked fields in custom list filters [bug]
the assigned_to_name fields was deactivated on the assignable template and a fix applied to use the linked fields properly in the filter fields for the custom lists. This also now renders the created_by_user properly.
CR1001683: Option to display path with coaching hidden [change request]
added an option to display the SpicePath with the coaching hidden and the path disabled then to just have a visual on the stage but not further details. Also added this to the lead as first Module
CR1001701: performance improvements salesdocs [change request]
the salesdocs retrieve has been changed to query sums direct from the DB rather then from the beans - this increases performance significantly especially when there are high numbers of salesdocitems per salesdoc
CR1001723: handle proper overflow in ObjectTabContainer [bug]
the regular tab container did not handle overflows well if there have been more tabs then space. This has been fixed so when the space is not sufficient a more tab is rendered and the items are in the more tab then. Similar to the general navigation tab.
CR1001770: fix on fieldModelAttachment to just open file [bug]
a small fix on the field was implemented so it truly only opens the attachment and not the linked record in some cases as well.
CR1001543: Backup Manager [change request]
admin component responsible for managing the backup files
CR1001919: Bug Fix: prevent file drop triggering two times [bug]
CR1001674: Hot Fix - Config Transfer - Export Import System [hotfix]
Fixed bug: On import system package entries are deleted and not recovered. On export entries without package are not exported e.g. custom tables.
CR1001716: added Toast to OutputRevisionsPDFTabContainer when no template is found [feature request]
when no template is defined and thus no output can be rendered the system isnow displaying a toas message to inform the user. This should not happen if the Output tab is active but can happen and thus increases the usability and User Experience
CR1001689: add usage modal for dictionary templates [feature request]
added a new button in the dictionary manager definition list for templates that will render a usage list to support getting the dictionary definitions a template is used in.
CR1001631: parse email body with inline images for reply and forward [feature request]
the logic when forwarding or replying to an email has been amended so embedded inline images are properly parsed and embedded as base64 encoded images.
CR1001863: Use labels for Dashboard names [feature request]
It is now possible to use a label for a dashboard name.
We changed the name field to a system label field and adapted the redering of the dashbards components.
Please , note that using a label is not mandatory. You can still enter the name as an input text and press enter.
CR1001691: change in Address Handling [change request]
the address handling has been changed:
- the strict mode where country and state are dropdowns and the country values are stored by their ISO codes (2 chars) is now the default value
- the settings can be made and have to be made for the address field in the new admin action in system for the address handling
- the "lazy" mode can be selected there so the system does not enforce ISO Country Codes
The change is mandatory and needs to be manually done also for the additional address fields after an update.
Post deployment action: manually maintain the address fields if changes from the standard are desired
CR1001664: Added system available languages to Speech Recognition [change request]
Removed the hardcoded values in the speechrecognition component so that it now takes the available languages in the system from the language service and uses them.
CR1001598: Relationship definition between CampaignLog and modified user is wrong [bug]
The definition was based on a many-to-one relationship type that cannot be interpreted correctly. We redefined the relationship by creating a one-to-many relationship in Users module. The bad definition was deactivated. Pull campaignmanagement package on update.
CR1001921: Fix demo data for Leads: added lead type [bug]
The generated data now has a lead type.
CR1001604: Bug Fixes - Google Maps [bug]
Fixed bugs:
Maps in list view show a duplicated aggregate panel.
Record view crashes on scroll load more.
Record view on initial load the table results do not reflect the maps radius results.
Center of the map adjusted.
CR1001902: Saving charset and collation in config.php after installation and using the correct collation in convert DB [bug]
The charset and collation settings of the DB are now saved in the config.php after installation.
The convert DB function now uses the correct collation utf8mb4_unicode_ci instead of utf8mb4_general_ci.
CR1001596: fixed ACL Check on calendar modules [bug]
added a missing ACL check for the calendar modules. Without it some grey buttons appeared in the Calendar module. This is now checked on the backend
CR1001703: Label field type: allow adding labels only for admins [change request]
CR1001678: Fix address number suffix [bug]
The frontend would not render the proper field name and therefore not display or save the value
CR1001779: new Action create Document from Template [feature request]
new feature with an action to create a document from a template has been added. This allows to create a new document by selecting a template and the templated files are copied to the new record
CR1001528: update config on EmailSchedules [change request]
updated the configuration for EmailsSchedules to utilize the new Split List View
CR1001513: add Google translate Support to Label Management [change request]
added an option that when a translate key is maintained and adding a new language google translate will be invoked to automatically add a new translation proposal
CR1001550: Bug Fix - MSG Email Drop Does Not Always Work []
Fixed bug: drop .msg email in the crm activity stream return error when an attachment of the email is from type message/rfc822.
CR1001545: Login User Alias [feature request]
Added a new admin aliases manager to enable multiple username login aliases. Alias manager can be accessed by admin from the user details/header action Aliases
CR1001807: Field Email Status - Added Colors [change request]
Added colors to the icons for the email status for more readability.
CR1001909: Dictionary cleanup [change request]
We deactivitated the following dictionaries:
queues_beans
queues_queue
roles_modules
roles_users
spicethemepages_aclroles
spicethemepages_users
starfacecalls
sysdictionaryindices
users_feeds
users_last_import
sysselecttree_fields & sysselecttree_tree are now deprecated and will be removed in 2025.02.001
CR1001858: EWS Emails - Fix CC BCC [bug]
Fixed bug: Cannot send email from personal EWS mailbox with cc and bcc.
CR1001617: white logos are now visible in the mediafile preview [change request]
Mediafiles Display Preview made sure white logos are displayed correctly
CR1001877: Calendar - Participants Bug Fix [bug]
Fixed bug: Participants do not show when editing an event in the calendar.
CR1001575: Workflow Manager - Recipient Type Distribution List [feature request]
Added recipient type "distribution_list" to send emails or notifications to the users of the selected distribution list.
CR1001846: Fix for the fieldactivitystatus which now calculates the date correctly [change request]
There was a problem when creating a new Call for example where the initial status would always be 'Held' even when planning a Call for the future. The value we would be formating was taking the Module name and trying to format it as a date. This has now been adjusted
CR1001508: Dictionary Improvements [change request]
Adjusted email address relationship to accept dictionary from type template. Added missing join table fields e.g. primary, opt-in status.
CR1001744: Reporter PDF export missing defiition [bug]
Missing presentation_export_display and visualization_export_display fields in migrated dictionray definition. This would print a blank PDF on PDF export.
CR1001757: email tracking refactoring opt in status [change request]
CR1001830: mask authentication information in API Log [Security]
in the API log the authentication information provided for basic auth in the URL or for Authentication in the header is removed and masked so the information is not visible in the API Log any longer
CR1001463: return spiceattachments per bean [change request]
CR1001735: new parameter stencils on ObjectRelateContainer [change request]
a new parameter stencils was added to the ObjectRelateContainer component. This allows to set how many stencils are rendered while loading allowing to e.g. only render one stencil in the panel if only one will be finally rendered
CR1001629: Save an e-mail draft / plan e-mail dispatch [feature request]
It is now possible to save a e-mail draft.
Caution: you will have to modify the FTS Setup for e-mails: add the field status to your FTS Setup configuration for the Emails module and re-index all emails.
Post deployment action: add field status to your FTS config and reindex emails
CR1001874: Fix add attachment from parent object [change request]
Files within a folder are not visible and therefore not clickable.
CR1001407: Task Improvement of config component in workbench AdministrationConfigurator [change request]
Added an asterisk to the field names that are required and therefore must be filled out for the Workbench Components. In case the fields are not filled out, the save button will be disabled until they are.
CR1001831: ACL Object Logic removed deprecated fields [bug]
activity, allorgobjects, spiceaclorgassignment fields were removed from the dictionary for SpiceACLObjects. The backen logic now no longer queries on these fields
CR1001418: Added an Edit Indexes Component [feature request]
A component that now enables the users to edit indexes has been edit to the dictionary manager
CR1001708: Cisco Finesse Integration [feature request]
Integrating the Cisco Finesse telephony system
CR1001637: added new directive system-data-label [feature request]
added. anew directive system-data-label that can be used similar to system-title by adding. label that will add the data-label attribute to the element in the current language and also react to language changes. This is helpful for the display of labels in responsive tables as there the data-label attribute needs top be set
CR1001594: improve SalesDoc Convert Flow [change request]
various enhancements to document vonversion:
- consider quantitiyfixed flag
- cleanup loadtaskitems
CR1001515: Email Attachments Download Link [change request]
CR1001608: get tablename from sysmodules dictionary definition [change request]
thus far the dictionary definition had to be named like the singular of the Bean to be found. This has been changed so the BeanFactory resp the bean will automatically determine the tablename from the sysdictionary definition.
CR1001544: Dictionary Improvements [change request]
Auto override global dictionary item by a custom item with the same name.
CR1001749: enhance Search API to check minNGram Length [change request]
if a query is sent to the REST API and the min Ngram length is not met the system will throw a proper error int he filterdefs. This is also checked in the global search and also in the fts searchterm parser
CR1001721: new Package fro QM Processmanagement [feature request]
a new package is added that adds several modules and features for Processmanagement compliant with QMS Systems
CR1001842: Add Webhooks Calls to the Transaction Handler [feature request]
to enhance the webhooks handlers the calls have been added to the transactional handler queue. So Webhooks will only be processed if the Database transaction commits without errors. This ensures we have no locks on the database in case the called system calls back immediately in the call made and also that no webhooks are sent if the object is not commited on the Database.
CR1001607: HOTFIX to avoid duplicate created email addresses [hotfix]
when adding new records with the same email address that already was on CRM a new email address was created rather than linking the existing record.
CR1001539: new attributes for system-label [feature request]
added the attributes system-label-short and system-label-long to the component system-label to direct display the short or long version of a label
CR1001910: Dictionary cleanup [change request]
We deactivated the following dictionaries:
queues_beans
queues_queue
roles_modules
roles_users
spicethemepages_aclroles
spicethemepages_users
starfacecalls
sysdictionaryindices
users_feeds
users_last_import
CR1001571: Reporter fix: consider number renderer in transformvalue [bug]
the data type would not be correct when value is overwrittenwith type number
CR1001727: Improved Data Validation [feature request]
We introduced validators to check on data types and ensure data consistency. Data can now be checked especially when using the SpiceCRM REST API . This feature is disabled by default (workbench > Dictionary > settings)
CR1001668: enhanced mysqli connect procedure to throw error [change request]
changed the MySQLi Manager so if the connect does not happen the mysql error is caught and a proper ServiceUnavailableException is thrown and can be displayed on the frontend.
CR1001861: MJML Added Frontend & Local Compiling [feature request]
added an option to render MJML from the page builder locally on the server. NodeJS and MJML can be installed on the local machine and then in the config the path to the MJML binary can be added. if that is added the template is not rendered via the MJML API but locally on the server.
Imported the mjml library in the frontend to compile the page builder content immediately without an extra api request.
Set font-family default to inherit if undefined.
CR1001848: check on new model in Lead Convert [bug]
in the lead convert modal when linking an existing account that account was still validate causing an error despite the fact that the user could not fix it and just picked an account or contact. This has been fixed so the system does not validate when exiting records are picked during the conversion.
CR1001715: fix proper spacing on fullname field [bug]
the fields in the fullname field had been improperly padded and had the wrong margin resulting in a slight vertical misalignment
CR1001742: Workaround for covered tooltips ( + line height fix ) [bug]
Ability to swap the tooltip text alignment up/down by clicking the icon.
CR1001525: SpiceImporter updates [feature request]
Update on the Importer Views with new list and new log view
CR1001459: Passwordless Biometric Login [Security]
Added a new security authentication method passwordless to use passkey with biometric authentication to login into the crm.
Just click on the key icon in the user panel and generate a new passkey.
CR1001613: Fixed Adding User Calenders to Own Calendar [hotfix]
There was a problem when adding Calendars from other users where, after adding a user calendar, closing the calendar module and opening it back up, the User Calendar would not be saved. This has been fixed now
CR1001792: Fix parse plain text email for reply and forward [bug]
Break lines would get lost on reply or foward when parsing a plain text e-mail body.
CR1001862: fix for full name filed to display value when fields are empty [bug]
a bug in the full name field was fixed. If in the model all fields to be concatenated are empty but the value is set to display the value. This error occurred when the full name field was used in an aggregate display in the fts results.
CR1001859: Optimize Sum on Salesdocs [bug]
the summarization of amount on salesdocs was optimized but produced in some cases wrong results.
CR1001825: socket hook in unidentified sessions [hotfix]
when api calls come unidentified then the socket call was potentially sending a wrong session id .. this has been changed so the change is sent as systemupdate and with a random sessionid
CR1001542: Removed legacy vardefsmanager call in Questionnaire Modules [change request]
QuestionSetParticipation, QuestionAnswer, QuestionnaireEvaluation => changed default template to default without name.
CR1001591: overwrite Subject in Email if confirmed [change request]
allow overwriting of email subject when changing Template
CR1001639: m2n prospectlists link changes [change request]
m2n prospectlists relationship changes:
link name right is plural
version and package added
CR1001561: added option to toggle external auth only [change request]
added an option to the password reset dialog to toggle the external auth only flag for admins
CR1001705: Bug Fix - Primary Email Update [hotfix]
Fixed bug: updating email1 via api POST /module/{moduleNmae}/{id} does not work. Solved in Person Class.
CR1001766: Log Level on user Basis [bug]
the log level on user basis was not properly evaluated but then affected logging for all if set to one user. That has been fixed.
CR1001298: Module Filter: added operator starts with for relate field value [change request]
Additional operator starts with is now available for fields of type relate
CR1001827: new Component ProspectListsAnalysis [feature request]
a new component for the prospectlist analysis has been added that displays a pie chart on the prospect list sorted by types. This is rendered in the model popover and in the former analysis container eliminating the need to have a dedicated report for this
CR1001675: security fix in NACE loader [hotfix]
a potential security issues has been fixed in the NACE loader
CR1001722: minor margin fix in kanban-tile [bug]
margin on top of kanban tile details was missing and has been added to space fields properly form header
CR1001568: preserve selection when searchterm changes in list [change request]
changed the modellist in the way that the selection is preserved and if a record is selected but still appears after e.g. a search term changed the selection remains preselected
CR1001785: Outlook AddIn: deprecated getCallbackTokenAsync function => use Graph API [change request]
We updated the way how the token is retrieved to be able to get the file attachment content. The token is now retrieved on save in the backend using the GraphHandler.
CR1001761: Fixed configuration for related container WorkflowTasks in Worflow display [bug]
Now sort by date_timestamp since former sort by date_entered is not precise enough to display the chronological sequence of tasks
CR1001832: load related id in link only if it is non-db [hotfix]
in some cases a related id was attempted to be loaded from a relationship when empty even so it was a db stored fields. Especially in self referencing relationships this might have caused issued and was fixed.
CR1001503: change to Conf Loader [change request]
The logic of the package loader is changed. Thus far the loader did remove config entries without a package. This is changed and entries without a package in the config tables will remain.
CR1001616: Usability improvements in Tab Handling and activities [change request]
The use case scenario: I opened a contact and I clicked in the field to enter the subject of a call in the activity side bar. The form to enter the call expands. Even though I don't write anything in the field, the tab for the contact is marked as "changed". If I now close the tab, I get the warning that some changes haven't been saved. That shouldn't be since I entered no data.
The changes made:
- catch the real changes for the closing tab event
- Activities container: add an asterisk to the activity tab when the user starts entering an activity
- Activities container: when the user moves from an activity form to another one and they haven't entered any data in the first activity, that activity form should collapse when moving to the other activity form. Example: I clicked to enter a "meeting" then I go right away to the tab "call".
Step 1: closing tab
The closing tab event reacts on the dirty flag which is set somewhere in the model service. It is probably set too early => to analyze and see if we can handle that better
Step 2: Activities Container
cancel form when moving to another one and no data was entered
Step 3: Activities Container
Set an asterisk when when data was entered in an activity form.
CR1001841: Fixed relationship between campaigntasks and campaigns [change request]
Commented out the campaigntasks parameter in the vardefs for Campaigns so that the relationship works again
CR1001820: width and height of actionicons in list and related list view adapted [bug]
the action items in the list and related list view had been wrong aligned, spaced and centered. This has been fixed
CR1001635: Set Type orgunit for Class OrgUnitRelationship [change request]
The Type orgunit is now in place. We also added a dedicated component to render an assigned_orgunit relationship. A correction in the orgassignable template was made: field assign_orgunit renamed to assigned_orgunit_name
CR1001809: Knowledge Documents - Migration To DocX [change request]
Refactored the Knowledge documents view to edit/create documents with the newly integrated docx editor.
Created a new job task to migrate the knowledge documents content from html field to a docx field with pdf preview. This enables editing with the newly integrated docx editor. The job task will be automatically loaded with the knowledgebase package.
CR1001665: Field activity reminder takes value from User preference if set [change request]
If a user sets a default reminder time under user preferences, it is now taken into account and applied to all fields that have the field type set as activityreminder.
CR1001745: new toggle mode in HTML source editor [feature request]
the split view in the HTML source editor has been enhanced to allow toggling the panels. So either the preview, the sourcecode or both in a split mode can be shown by toggle buttons in the modal footer.
CR1001695: SCHSubsidyAgreements setDistribution Hook fix [change request]
The hook logic for setting the Distribution has been changed so that it now loads the value of the salesdoc net amount
CR1001527: new ObjectListSplit [feature request]
a new Component ObjectListSplit has been added that implements the Split View from Ligthning Design for a list view with a split list and another container for the model on the right hand side.
To configure set the ObjectListSplit as Item in the ObjectList module conf
Add a module configuration for:
- ObjectListSplitItem: with fieldset, actionset and subfieldset for the list item
- ObjectListSplitContainer: for the container componentset
CR1001681: write index cache on load [bug]
index cache was not written properly all the time when loading. This caused in loading a lack of performance.
CR1001686: add usage modal to Domain Manager [feature request]
adde an option to the domain manager so that for a Domain the usage can be displayed providing information in which definitions the domain is used.
CR1001897: Anonymized QuestionnaireParticipations [feature request]
CR1001854: Fix Webhhook triggers when inactive [hotfix]
When set inactive the webhook are no longer triggered.
CR1001601: Category Agreements [hotfix]
Added back the category items to the Agreement Dictionary Definition
CR1001704: FTS Aggregates - render label instead of field name [change request]
in the module Aggregates it should be displayed the label from the FTS Setup instead of the translation of field name to avoid displaying 'User - Username' when the chosen field was 'assigned_user'
CR1001791: Fix matching Ticket type/class with ServiceTicketSLA Times containing a wildcard [bug]
Definitions with a wildcard woul do not match incoming serviceticket_type / serviceticket_class properly. Now fixed.
CR1001759: WebHook was not firing []
WebHooks were not firing properly. This has been fixed so they are properly firing now.
CR1001816: Minor Bug fix to Kanban View [bug]
Fixed problem when going from Service Tickets that had a kanban view to Service Orders that also had a Kanban view where the Service Orders would show No Kanban Config set since the Service Tickets Kanban ID would be taken instead
CR1001651: Extend from EmailsControlller is now possible [change request]
The private functions saveEmailWithBeans() and externalDataToEmail() were set to public to enable a customization of the class EmailsController by extending it.
CR1001555: API Minor Fixes [bug]
ConfiguratorController: fix sort foreign keys.
ConfigTransfer: exclude system package from regular export.
Breaking changes
CR1001717
Add the field email1 with domain email1 for the custom dictionaries that use implements the primary email address relationship.
CR1001823
For custom vardefs which implements one of the above mentioned templates, the templates need to be selected in the dictionary manager unter the custom module
CR1001382
Removed the deprecated field delivery_status for the module TextMessages. Starting from this version the field status is to be used instead.
Double check if the field is used anywhere in the crm e.g. workflow conditions, reports etc.
CR1001502
please move entries in spiceaclmoduleactions without a package into spiceaclcusommoduleactions and same for the spiceaclmodulefields to spiceaclcustommodulefields. Please ensure to back up these tables and check after the release upgrade
CR1001889
for accounts_contacts a new field primary_account is added and needs to be set to 1 on one of the records.
In case you customized layouts in contacts, use now the field primaryaccount instead of account_name. Be aware that the relationship link "accounts" on the Contact side now retrieves only non-primary accounts. The relationship link "primaryaccount_link" retrieves the primary account. This will affect your reports if you have any!
CR1001546
value for encryption key has to be set now in the config emailtracking blowfishkey. there is no more fall back key value in code
CR1001691
For modules which do not use the address number suffix field it needs to be hidden from workbench/address settings/hidenumbersuffix
CR1001909
Any custom code based on these dictinaries will fail. Customize if you still need them.
CR1001629
UPDATE emails set status='sent' WHERE date_sent is not null AND status is null;
add field status to your FTS config and reindex emails
CR1001910
Customize if you have any of these dictionaries in use!
CR1001459
PHP package php-pear is required
sudo apt install php-pear
CR1001542
Drop field "name" in tables questionsetparticipations , questionanswers , questionnaireevaluations
Deprecation
CR1001872: Helper Functions during dictionary transition now deprecated
Funcitons isDbManaged() and isDomainManaged() are now deprecated. SpiceConfig variables systemvardefs.dictionary and systemvardefs.domains can be removed.
CR1001907: Deprecated workbench feature select trees will be removed in 2025.02.001
Deprecated workbench feature select trees will be removed in 2025.02.001.
Migrate custom trees to categrory trees.
CR1001226: Use of language.languagedata.applist is now deprecated
With the end of 2024 all components using language.languagedata.applist shall use language.getTranslatedDisplayOption(domainValidation, validationEnumValue)
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