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Changelog

Every update, improvement, and fix — documented.

Unreleased Coming Soon
In development

Added

  • External dossiers (X: drive) — Repository includes Clientra-CRM/ portal and docs.clientra.com/ doc hub with sync script
  • Merge Community into Project (Feature Flag) — New toggle in Settings hides Community field everywhere; auto-filled from project→community link. Fully reversible.
  • Import from Existing Data — Progress Modal — 6-step progress modal with elapsed time, ETA, and per-category counts
  • Unit Sync — Full Enrichment — Syncing unit numbers copies all available fields (27 columns) from owners and properties; fills only empty columns
  • Unit Numbers → Units page sync — “Sync to Units page” button in Lookups pushes unit numbers as stub records
  • Bulk Actions — Owners — Select rows, floating action bar, Bulk Update/Delete; “Select All” across pages
  • Bulk Actions — Units — Same pattern: Bulk Update (Status, Developer, Location, Type, Price, Beds), Bulk Delete
  • Bulk Actions — Contacts — Same pattern: Bulk Update (Type, Status, Source, Nationality), Bulk Delete
  • Last Comm column in Owners table — Shows type icon, relative time, color-coded outcome label
  • Lookups Projects — Import from system data — Project names sourced from 5 tables with external badges and Import All button

Fixed

  • Edit Property form missing data — Edit form now normalizes API field names, fills all fields, syncs pickers, loads media
  • Properties — project filter by location — Location fills project dropdown correctly; filtering by project name works
  • Properties list 500 error with project filter — Fixed PDO duplicate parameter for name vs ref match
  • Unit sync infinite loop — Undefined $input variable caused same 500 records processed forever
  • 1.38M duplicate unit_numbers records — NULL handling fixed by reseeding with empty string
  • Login button stuck spinning — Added 20s AbortController timeout
  • Lookups page slowness — ALTER TABLE was running on every request; now conditional
  • Communication outcome not appearing in log — New outcome column with color-coding
  • Lookups Projects collation error — Replaced SQL UNION with PHP-level merge
  • WhatsApp status column and filter removed from Owners
v1.2.0 Latest Release
March 30, 2026

Added

  • Edit button in QuickView — Owner, Lead, Contact, Deal QuickViews now have Edit button alongside Close
  • Numeric REF sorting — All Ref columns now sort numerically instead of alphabetically

Fixed

  • REF column sorting wrong order — Fixed with CAST(SUBSTRING_INDEX) for numeric extraction
  • Contacts search limited — Expanded from 4 to 8 search fields
  • Contacts allowedSorts had non-existent ‘Company’ column — Removed, added Source/Nationality/Status
  • Filter persistence across navigation — Added reset in render() for all 8 list pages
  • Column visibility FOUC — Hidden columns flashed visible; fixed with localStorage cache + CSS injection
  • Installer crashes — Fixed CREATE TABLE IF NOT EXISTS, INSERT IGNORE, correct column names
  • Build script missing PWA icons — Added assets/icons/ and storage_addon.js
v1.1.0
March 29, 2026

Added

  • Ad Manager Page — Full page for Meta ad campaign management with Dashboard, Campaigns, Ads, Reports tabs
  • Meta OAuth Full Flow — Connect with Facebook auto-links pages, fetches tokens; Reconnect button
  • Meta Historical Lead Import — Import old leads with correct dates and sequential Ref numbering
  • Notification System Upgrade — Per-event toggles; Meta leads trigger real-time notifications
  • Owners Page Filters — Location, Community, Project filters with expanded search
  • Properties Search Expanded — Includes OwnerName, OwnerNumber, OwnerRef, unitNumber, ProjectName
  • PWA Support — Progressive Web App with manifest, service worker, app icons
  • Mobile App Addon — Bottom tab navigation, floating action button, swipe gestures, Capacitor config
  • User-Department Integration — Department selection in Add/Edit User; auto-assign to team
  • RBAC Data-Level Permissions — Admin grants scope rules and individual entity assignments
  • Ownership-Based Data Filtering — Non-admin users see only their own + granted records
  • Dashboard Stats Per User — Statistics reflect only accessible data
  • Sidebar Permission Enforcement — Pages hidden when user lacks permission
  • Bulk Permission Apply — Copy permissions to same role or department
  • Duplicate Contacts Detection & Merge — Smart phone normalization, paginated groups, per-group merge
  • Bulk Actions for Projects — Off-Plan and Real Estate Projects with Bulk Update/Delete
  • Mail “All Accounts” — Unified inbox across all configured email accounts
  • Cross-entity QuickView navigation — Click links to open entity QuickViews with Back button
  • Properties table expanded to 23 columns — All configurable via Manage Columns
  • Cascading/Linked Filters — Location, Community, Project filters interconnected
  • Bulk Actions for Properties — Bulk Update (10 fields), bulk delete; Select All across pages
  • Owner Type field — Studio, Apartment, Villa, etc. with full form/table/QuickView support
  • Add to Properties from Owners — Pre-fills PropertyForm with shared fields
  • Advanced Property Filters — Location, Community, Project dropdowns + Size/Price ranges
  • Import History & Rollback — Track every import; Accept or Roll Back with row-level restore
  • Documents & Images tabs on all edit modals — Owners, Contacts, Leads, Deals, Projects
  • Dark Modern sales offer template — Black background, accent border, bold typography
  • Server-side pagination on 5 new pages — ActivityLog, Financial, Commissions, Users, Deals
  • Professional CSV Import with Column Mapping — Auto-match 50+ aliases, data preview, duplicate handling
  • Professional Team Assignment UI — Chip-based design with avatars and color-coded roles
  • Sortable column headers on all table pages — Click to sort with arrow icons
  • Last Update column on all 6 table pages — Default sort by updated_at DESC
  • Smooth pagination transitions — 150ms opacity fade replaces skeleton loading
  • Contact Consolidation — Import from Leads, Owners, Properties with smart dedup
  • Phone Cross-Reference popup — Click any phone to see all linked entities
  • JSON Import/Export with Column Mapping — Mirrors CSV experience

Changed

  • PaginationHelper default rows per page changed from 5 to 4
  • Notification panel renders above all modals (z-index fix)
  • Default color scheme updated: primary from purple to blue (#3B82F6)
  • Sidebar navigation layout now saved to database — admin changes apply to ALL users
  • Renamed “Responsibility & Hierarchy” to “Team Assignment”

Fixed

  • Arabic/UTF-8 encoding — DB charset to utf8mb4, JSON_UNESCAPED_UNICODE
  • Leads not showing for assigned agents — duplicate PDO named parameter
  • Property edit failing on decimal values — missing step="any"
  • Owner not displaying in Property edit — wrong variable + ContactPicker search
  • Team Assignment not saving — removed backend auto-overwrite + fixed POST parsing
  • Properties sort/filter broken — hardcoded ORDER BY; added dynamic sort + filters
  • Duplicate activity log entries — Added _saving guard to all form submissions
  • Ghost activity log entries from deleted entities — Cleanup on delete
  • Properties search crash — wrong column name + PDO parameter duplication
  • DataAdapter wrong mapping for Description/MoreDetails
  • QuickView missing property fields and Leads field name mapping
  • 8+ missing API endpoints added
  • NULL/empty values not sorting correctly — always at end
  • Import failure “Column Name cannot be null” — auto-fill from Phone/Email
  • Pagination missing on Owners, Units, Projects, Offplan
  • Dashboard crash from getActivityLog() signature change
  • Communications QuickView blank — entity links now fetch full data
  • bulk_update_properties 500 error — FK constraint wrapped in try-catch
  • Property edit project fields empty — JOINs real_estate_projects
  • Audit log false changes — smart numeric comparison, null/empty equivalence
  • FileUploader CSRF fix — added X-CSRF-Token header to XHR
  • Service Worker caching chrome-extension URLs
  • BOM handling in CSV chunk imports
v1.0.0
March 14, 2026

Core CRM

  • 36 page modules (Dashboard, Properties, Leads, Deals, Contacts, Owners, Units, etc.)
  • 17 reusable UI components (DataTable, QuickViewModal, FilterPanel, etc.)
  • 377+ API endpoints via api.php
  • 45 database tables with full relational schema
  • Session-based auth with CSRF protection and RBAC (admin/agent/viewer)
  • 7 themes: Dark, Light, Classic, ChatGPT, Midnight, OLED, Slate

Real Estate

  • Property listings with images and documents
  • Unit management within properties
  • Owner/landlord management
  • Lead tracking and qualification pipeline
  • Deal management and closing workflow
  • Commission calculations and payouts
  • Lead-property matching engine

Communications

  • Unified communications (email, SMS, WhatsApp, calls, meetings, notes)
  • Mail module with email-like interface
  • Activity log and timeline views

Financial & Documents

  • Financial transactions and ledger
  • Contract management
  • PDF generation with DomPDF (Invoice, MOU, Receipt, Letter, Contract)
  • Commission tracking

UAE Features

  • Ejari/Tawtheeq/Oqood integration
  • DLD fees calculation
  • Emirates ID validation
  • AED currency support

Administration

  • User management with roles and permissions
  • Department structure
  • Task and calendar management
  • Audit logging and trash/recycle bin
  • Workflow automation with triggers

Addons

  • Meta Ads Integration (Facebook/Instagram ad management)
  • Wasabi Cloud Storage (S3-compatible file management)
  • API & Webhooks (External API access, OAuth, rate limiting)

Distribution

  • Professional 6-step installation wizard
  • Clean database.sql with no personal data
  • Main CRM ZIP package and 3 addon packages
  • Documentation site at docs.clientra.com