6.5.0

6.5.0 - 2025-01-10

Removed

• General: Remove unused legacy code. [#40267]

Changed

• General: Update minimum WordPress version to 6.6. [#40146]
• API: Allow sort order in endpoints. [#38838]

Fixed

• CRM: Fix bug which caused duplicated queries to run. [#40711]
• CRM: Fix a fatal error that occurred when exporting contacts with a custom field that had the same name as a linked field (e.g., 'company'). [#38851]
• Dashboard: Fix an issue where the CRM contacts graph displayed incorrect values in some instances. [#38316]
• Dashboard: Show correct avatar for recent activity. [#40280]
• Invoices: Fix bugs in the default PDF template and other fixes. Created a new template to maintain backwards compatibility. [#40514]
• Code: Ensure we use Jetpack Autoloader throughout the codebase. [#40061]
• Migrations: Improve WP Playground compatibility. [#39956]

6.4.4

6.4.4 - 2024-08-07

Removed

• MailPoet: Remove unused MailPoet use statements. [#38453]

Fixed

• WooSync: Fix a warning message on sync and fatal error when a fee value is not a number [#38570]

6.4.3

6.4.3 - 2024-05-23

Added

• Currency: Added several new currencies to the currency dropdown. [#36897]
• Fonts: Updated core Noto Sans, and added new CJK fonts. [#36962]
• Readme: Adding information on how to contribute to Jetpack CRM. [#36847]
• WooSync: Added new status mapping to avoid creating invoices and transactions from WooCommerce to Jetpack CRM. [#37276]

Changed

• General: use wp_admin_notice function introduced in WP 6.4 to display notices. [#37051]
• Updated package dependencies. [#36775] [#37147] [#37148] [#37348] [#37379] [#37380] [#37382]

Removed

• Contact Form: Updated a comment reference to Grunion_Contact_Form_Plugin to be Contact_Form_Plugin. [#37157]

Fixed

• Companies: Increased city field size from 100 to 200. [#37509]
• Contacts: Increased city field size from 100 to 200. [#37509]
• Invoices: Fix "image not found" logo issue in PDF invoices. [#37311]
• Invoices: Remove the blank line below the contact name. [#37462]
• Listviews: Invoice quick filter status fix to prevent filters not working. [#37048]
• MailPoet Sync: Fix pending pages percentage calculation issue. [#37508]

6.4.2

6.4.2 - 2024-04-08

Added

• Dashboard: Sales Funnel now links to contact list view. [#36272]
• Dashboard: Display red bubble notification in My Jetpack when installation is bad. [#36449]

Changed

• Dashboard: Only show installation errors on plugins page. [#36390]
• Segments: Increased performance. [#36204]
• WooSync: Added a setting to enable invoices generated by WooCommerce to use the Jetpack CRM invoice reference system. [#36727]

Fixed

• Data Tools: Cleanup of page logic. [#36273]
• Invoices: Display full statements with long invoice lists.
  Invoices: Enhanced the PDF generation for statements. [#36713]
• Listviews: Status filters are now case-sensitive. [#36232]
• PDF: Improved font reinstallation. [#36704]
• Permissions: Allow users assigned to contacts to view linked objects even if assign ownership is unchecked. [#36239]
• Users: Make sure assigned users are not removed from contacts upon edit. [#36213]

6.4.1

6.4.1 - 2024-02-29

Changed

• General: Indicate compatibility with WordPress 6.5. [#35820]
• Invoices: Total amount calculation in preview and pdf when refunds or credit notes are applied are back to pre-6.4.0 implementation. [#35569]

Fixed

• Client Portal: Admin banners are now more consistent across screens. [#35575]
• Client Portal: Catch error if Woo order associated with invoice is deleted. [#35689]
• Invoices: Standardize line item code.
• Invoices: Allow long line item descriptions in email. [#35700]
• Listviews: Object status filters now correctly reflect current status options.
• Listviews: Overhaul of listview filter logic.
• Quotes: Add Draft listview filter. [#35827]
• Segments: Allow floats in all numeric segment conditions. [#36047]
• Segments: Fix output if segment has an error. [#36003]
• Tags: Use existing tags if possible when using helper functions to create objects. [#35738]
• WooSync: Catch PHP error if order has empty fee value. [#35802]
• WooSync: Detect and support WooCommerce HPOS configuration. [#35797]
• WooSync: No longer shows today as renewal date if subscription has no renewal date set.
• WooSync: Modernize code.
• WooSync: Remove broken link from settings page.
• WooSync: Prevent addition of the same site more than once. [#35576]

6.4.0

6.4.0 - 2024-01-23

Added

• Database: Added preliminary support for SQLite. [#34868]
• Settings: Add setting to fine tune the Total Value field calculation for contacts and companies. [#34957]

Fixed

• Backend: Add fallback for dev site detection. [#34867]
• Contacts: Updated default statuses. [#34892]
• Custom fields: More robust fallbacks for slug creation. [#35175]
• Dashboard: Adjust queries for SQLite compatibility.
• REST API: Allow calls when not using pretty permalinks. [#35201]
• Database: Ensure logs table is initiated with all columns. [#34871]
• Fixed: Escape output in typeaheads. [#35171]
• Invoices: Fixed total amount in preview and pdf when refunds or credit notes are applied. [#34211]
• Jetpack Forms: Detect and process custom date fields correctly.
• Custom fields: Gracefully handle invalid date field data. [#34890]
• Listview: Better output escaping in listviews. [#35140]
• System Assistant: Fix broken links on some tasks.
• Migrations: Fix issue where task_offset_fix migration would not mark as complete on some timezones. [#34873]
• Templates: Ensure file paths are valid before trying to load. [#34949]
• Transactions: Better support for SQLite. [#34868]

6.3.2

6.3.2 - 2023-12-19

Changed

• Settings: Make support document links more consistent. [#34695]

Fixed

• Segments: Fixed an issue preventing segments from being deleted. [#34690]

6.3.1

6.3.1 - 2023-12-14

Added

• WooSync: New jpcrm_woo_sync_order_data hook. [#34212]

Fixed

• Bulk actions: Stricter permissions checks. [#34586]
• OAuth Connection: Updated typo to remove plural connection"s", and removed doc reference for whitelabel builds. [#34446]
• Placeholders: Fixing quote placeholders on the quote template, client portal, pdf and emails. [#34490]
• Quotes: Consistent rendering of dates in placeholders. [#34490]
• Quotes: Consistent rendering of values and currency in placeholders. [#34490]

6.3.0

6.3.0 - 2023-11-15

Added

• API: Add support for creating transactions with custom fields. [#33645]

Changed

• Requires PHP 7.4 or higher. [#33806]
• Requires WordPress 6.0 or higher. [#33805]

Fixed

• API: Allow events endpoint to be filtered by owner. [#33789]
• API: The create_event endpoint no longer throws a 100 error. [#33712]
• API: Restrict what owner data is returned with events endpoint. [#33736]
• Backend: Prevent error if OpenSSL functions aren't available in PHP. [#33605]
• Backend: Changing how styles are added to the page on several stand-alone pages to prevent WordPress 6.4 compatibility issues. [#33678]
• Client Portal: Better PHP 8.2 support. [#33740]
• Contacts: Fixed display issues on the Add and Edit pages that occurred when moving fields. [#33762]
• Listviews: Remove legacy code. [#33718]
• Mail Delivery: Removed usage of deprecated function utf8_encode. [#33777]
• Quote Templates: Fix issue with notes field rendering HTML entities in some cases. [#33614]
• Quote Templates: Make sure quote titles with apostrophes do not have backslashes added when rendered. [#33596]
• WooSync: Catch PHP error in Client Portal invoice if WooCommerce is disabled. [#33759]
• WooSync: Contacts can now be assigned to existing companies. [#33711]

6.2.0

6.2.0 - 2023-10-11

Added

• Tests: Add mock globals for testing. [#32755]
• Automations: Add new backend in preparation for future release.

Changed

• Quotes: Allow admin users to accept quotes. [#32738]
• Tasks: Use consistent language in code. [#33221]
• Increase PHP required version to 7.3. [#33003]
• Updated package dependencies.

Fixed

• API: Rewrite rules are now flushed after enabling module. [#32901]
• API: Task reminder param is no longer ignored. [#33194]
• Better PHP 8.2 support. [#33421]
• CRM Forms: Removed reference to old branding. [#32903]
• CSV Importer: Fixed assignment to companies by name. [#33097]
• Custom Fields: Corrected bug that prevented new address custom fields from being shown. [#33056]
• Invoices: Handle status translations consistently. [#32909]
• Segments: Fixed error 219 occurring when using date ranges. [#32379]
• Tags: Better slug generation and added tag slug migration. [#33121]
• Tags: Prevent duplicate slugs, and adding more robust slug fallback support. [#33096]
• Tasks: Corrected placeholders for contacts and companies in the task reminder email. [#32375]
• Transactions: Filters now work for custom statuses. [#33476]