JiffyTrade - Changelog
By Ben Newton
= 1.6.8 =
* Initial WordPress.org plugin directory submission.
* Current LIVE release.
= 1.6.7 =
* Fixed: expense and recurring expense calculator tax-rate formatting to use 2 decimals
* Added focus-select behaviour for Net, Tax, Gross, and Tax rate inputs on expense editor screens
* Preloaded default expense tax rate from Settings when the current expense or recurring template has no saved tax rate
* Document designer now warns and asks for confirmation when navigating away (after making changes)
= 1.6.6 =
* Centralised document type labels into a dedicated helper and refactored core UI/admin consumers to use a single source of truth
= 1.6.5 =
* Minor bug fixes and i18n hardening pass
= 1.6.4 =
* Internationalisation: plugin is translatable, scripts are localised
* Fixed: Dashboard now correctly excludes cancelled invoices in charts / KPIs
= 1.6.3 =
* Freemius-compatible uninstall cleanup moved to includes/bootstrap/uninstall.php
* Preserved hard-uninstall guard and added full wp-content/uploads/jiffytrade cleanup
= 1.6.2 =
* PluginCheck compliance improvements
* Additional security hardening across database queries and file handling
* Minor UI consistency improvements across admin pages
= 1.6.1 =
* Added mascot to dashboard, including options to switch preference in Settings > Plugin Config
* Improved mascot display behaviour on dashboard
* Minor UI layout improvements
= 1.6.0 =
* Factored expenses into financial stat reporting page
* Refactored financial stat page layout + additional controls & toggles
* Improved financial state page print-ready report
* Improved calculation and presentation of combined financial statistics
= 1.5.8 =
* Major architectural refactor of the plugin, future-proofing updates and improving codebase maintainability
* Date and time output across the UI and generated PDFs now respects preferences set in WordPress > Settings > General
* Improved event action logging across the plugin (now colour-coded with icons)
* Added expense tracking and receipt storage handling
* Added recurring expense template creation
* Added orphaned receipt cleanup cron
* Added External Documents feature for securely storing third-party files such as guarantees, certificates and policies
* External documents can be assigned to customers for record keeping
* Receipts are now:
* Uploaded securely direct to private folder
* Stored independently of the WordPress Media Library
* Automatically cleaned every 10 minutes if orphaned
* Generate "due now" expenses
* Preview the next 5 recurring expense runs
* Improved receipt upload validation and confirmation interface
* Improved expense editing security validation and locking enforcement
* Added automatic database schema upgrade checks to ensure required tables are created without needing plugin reactivation
* Improved pagination behaviour across admin tables for a more consistent UI experience
* Improved document relationship validation when converted documents are removed
* Dev seed generator overhauled - now passes via responsible handlers to correctly populate dataset(s)
* Plugin Check compliance improvements
= 1.5.7 =
* Role-Based Access Control (RBAC) layer fully integrated
* RBAC capabilities can now restrict access to sensitive information
* UI and backend reinforcement of RBAC capabilities with content redaction when privileges are insufficient
* Tested permissions and policies to confirm correct behaviour
* Added default RBAC policies with option to customise
* Users can now import and export RBAC policies
* Whitelabel custom support routing added
* Recovery Mode activates when RBAC cannot identify a Super Admin
* Super Admins are excluded from potential block lists
* Warning notice when attempting to relinquish Super Admin status
= 1.5.6 =
* Fixed: cancelled documents can no longer be saved or edited
* Fixed: dev seed data button triggering fatal error after doc_ref became unique
= 1.5.5 =
* Added tooltips to doc_status labels in Document History
* Improved document locking status notices in Document Designer UI
* Sent, converted and reminded documents now auto-lock
* Added new DB schema columns for sent_count, reminder_count and last_email_sent_to
* Minor bug fixes and CSS tweaks
= 1.5.4 =
* Security hardening and Plugin Check compliance improvements
* Admin interface refinements
* Bug fixes and performance improvements
= 1.5.3 =
* Freemius SDK layer integrated for rapid deployment and distribution
= 1.5.2 =
* Implemented fully synchronised and self-updating doc_status labels (draft, pending, sent, unpaid, paid, cancelled, deleted)
* Documents can now be cancelled and revoked
* Added "- Cancelled" and "- Trash" document renders with restoration and recovery options
* Sent or emailed documents now auto-lock with locked_manual=1
* Converted quotes now auto-lock after conversion
* Customers with documents in trash cannot be deleted, preserving customer relationships
* Added "Default Due Date" option in Settings > Document Settings
* Added "Include Due Date on Invoices" option, enabled by default for new installations
= 1.5.1 =
* Plugin Check compliance improvements
* Fixed: admin notices not displaying in the correct location
= 1.5.0 =
* Added ability to attach up to 10 accreditation logos to document footers via Settings > Business Settings
= 1.4.11 =
* Added Email Delivery tab in Settings
* Users can now customise default email body content for outbound document emails
* Added optional strict markdown formatting and {placeholders} support
* Due date added to invoices
* Added default due date configuration (7, 14, 30 days etc.)
* Reminder email button added with due date calculation
* New dashicons used for admin panel buttons
* Creating documents for a specific customer now stores the associated Customer ID
= 1.4.10 =
* Fixed: customer information not pre-populating when clicking "Create Doc+" from customer row
* Changed plugin admin sidebar icon to dashicon-money-alt
= 1.4.9 =
* Major overhaul of Document Designer UI and template preview mockups
* Added option to customise Business ID labels instead of "Company No."
* Customer and Business TAX IDs are now captured in snapshots and displayed on PDFs
* Improved out-of-sync detection for customer and business information
* Improved spacing and padding on PDF tables across templates
= 1.4.8 =
* Improved financial statistics page with clearer chart labelling
* Dev tools can now generate dummy customers and documents for testing
* CSV and PDF exports improved for financial accuracy and accounting compatibility
* Further Plugin Check compliance testing and debugging
* Minor CSS fixes
= 1.4.7 =
* Added financial reporting disclaimer to Support Page, README and plugin footer
= 1.4.6 =
* Added ability to convert quotes to invoices directly from Document Designer
* Linked documents now display relationships in Document History
* Customer and business information mismatch warnings added with quick sync option
* Further refactoring for Plugin Check compliance
* Improved document lock detection in Document Designer
= 1.4.5 =
* Improvements to print-ready Business Financials reports
* Financial Statistics page now updates charts dynamically via AJAX
* Added downloadable Tax Summary PDF with detailed CSV export option
= 1.4.4 =
* Added login redirect option in Settings > Plugin Config
* Financial Statistics now renders charts based on user date ranges
* Snapshot safety checks ensure data exists when rendering PDFs
* Grace editing period implemented using transient tokens
= 1.4.3 =
* Portal Access mode allows a page or URL to act as a WordPress login portal
* Automatic redirect to plugin dashboard for logged-in users
* Optional forced logout redirect
* Optional HUD-less Full Screen Mode
* Floating logout button added in Full Screen Mode
* Layout and spacing improvements in Full Screen Mode
* Fixed AJAX loading issues in Customers and Documents pages
* HUD warning visibility now toggles correctly
= 1.4.2 =
* Plugin renamed to "JiffyTrade Business Manager - By Ben Newton"
* Internal namespace remains bnbm_ with jiffytrade text domain
* Plugin Check report clear of warnings and errors
* README improvements
* Bundled third-party assets and licences added
= 1.4.1 =
* Added true read-only mode in Document Designer for locked or system-protected documents
* Document editing states now accurately reflect lock status
* Paid documents now receive an additional manual lock
* Significant Plugin Check compliance improvements
* Final reviewer polish including docblocks and @since tags
= 1.4.0 =
* Added multi-currency support in Settings > Document Settings
* Added accounting-style tax reports in Business Financials page
* Tax settings now support custom labels instead of forcing VAT
* Added flat-rate or per-line tax calculation options
* Tax settings can be toggled on/off
* Numerous helper function refactors for new tax system
* Existing documents preserve historical tax settings
* Added database schema upgrade support
* Example PDFs now respect configured tax settings
* Improved page access validation with allowed page lists
* Improved AJAX error messaging
* Document snapshots now store customer and business data at creation time
* Locked or sent documents cannot overwrite snapshot data
= 1.3.22 =
* Minor UI changes and CSS tweaks to backup and restore page
= 1.3.21 =
* CSS fixes applied to ui-default.php ensuring table headings respect UI preferences
= 1.3.20 =
* Implemented full backup and restore functionality in Settings
= 1.3.19 =
* Extensive refactoring to prepare plugin for release readiness
* Added uninstall hook and uninstall cleanup logic
* Added Plugin Config settings tab
* Option to delete all plugin data upon uninstall
* Option to reset plugin to default configuration
* Fixed serialization issues in template defaults
= 1.3.18 =
* CSS fix applied to toast notifications on mobile views
= 1.3.17 =
* Fixed: delete button toast notification when deleting customers with documents
= 1.3.16 =
* Standardised plugin namespace prefix to bnbm_
= 1.3.15 =
* Save button in Document History now uses enhanced PDF preview and send modal
= 1.3.14 =
* Fixed Select2 layout issue in Document History
* Fixed charts.js interaction behaviour for mobile taps
* CSS improvements for admin toolbar alignment
= 1.3.13 =
* Improved filtering logic in AJAX doAjaxSearch()
= 1.3.12 =
* Added document type multi-filter to Document History
* CSS improvements for filter responsiveness
= 1.3.11 =
* Documents now searchable by reference and keywords
* JavaScript improvements and refactoring
* Shortened admin button labels for mobile readability
* System logs now record known issues
= 1.3.10 =
* Minor CSS fixes
= 1.3.9 =
* Added document locking and unlocking functionality
* Prevented deletion of quotes linked to invoices
* Locked documents cannot be edited
* Improved document sorting logic
= 1.3.8 =
* Added "Convert to Invoice" action for quotes
= 1.3.7 =
* Added PDF export button to Business Finances page
* Implemented print-friendly stylesheet
* Improved chart usability on mobile devices
* Improved chart data clarity
= 1.3.6 =
* Added welcome toast notice for administrator login
* Fixed CSS layout for financial statistics dashboard
= 1.3.5 =
* Fixed missing chart tooltips
* Refactored plugin loader and initialisation files
* Added default seed data for fresh installs
= 1.3.4 =
* Added default checkbox options for Documents and Terms settings
= 1.3.3 =
* CSS improvements and UI bug fixes
= 1.3.2 =
* Additional CSS improvements and bug fixes
= 1.3.1 =
* CSS fixes
* Reordered financial heatmap to show recent months first
= 1.3.0 =
* Stable production release
* Fixed duplicate email sending caused by js/pdf-modal.js
= 1.2.9 =
* Introduced Business Finance Statistics page
* Added interactive charts and drill-down functionality
* Improved AJAX search and filtering
* Dashboard card linking to financial breakdown
= 1.2.8 =
* Fixed SQL queries to use doc_date instead of created_at for charts
= 1.2.7 =
* CSS alignment improvements across all admin pages
= 1.2.6 =
* Added interactive dashboard charts with drill-down links
* Improved customer directory filtering
* Added URL parameter filtering support
* Improved chart resizing behaviour
* Added AJAX accordion tabs to settings page
= 1.2.5 =
* Further CSS fixes and testing
= 1.2.4 =
* WebKit-specific CSS fixes
= 1.2.3 =
* Additional CSS improvements
= 1.2.2 =
* CSS improvements
= 1.2.1 =
* Minor bug fixes
= 1.2.0 =
* Testing and CSS tweaks
* Added colour branding reset option
= 1.1.9 =
* Added Terms of Service notice appended to document notes when attached
= 1.1.8 =
* Improved UI interactions with toast notifications
* Replaced legacy JavaScript alerts
* Seamless AJAX admin controls
= 1.1.7 =
* Added custom branded login screen
* Added /login rewrite shortcut
* Activity logs now record administrator login and logout
= 1.1.6 =
* Settings now save via AJAX with PHP fallback
* Added example PDF generation from settings page
= 1.1.5 =
* Added Terms PDF generation from settings page
= 1.1.4 =
* Bug fixes and improvements to Terms PDFs
* Improved email readability
= 1.1.3 =
* Refactored email attachment handling with PHPMailer
* Added optional Terms PDF attachment when emailing documents
* Unified email logic across plugin
= 1.1.2 =
* Fixed footer colour in "Minimalist (Ink Saver)" template
= 1.1.1 =
* Moved active PDF selection into Branding settings section
= 1.1.0 =
* Introduced "Bold Sidebar" PDF template
= 1.0.11 =
* Major overhaul of template branding system
* Implemented schema-driven template configuration
* Fixed mismatch between editor and PDF output colours
= 1.0.10 =
* CSS improvements and bug fixes
= 1.0.9 =
* Added live template preview switching
= 1.0.8 =
* Introduced custom PDF template system
* Added first template: Minimalist (Ink Saver)
= 1.0.7 =
* Added icons to page titles
= 1.0.6 =
* Added changelog viewer inside plugin
* Added logs to plugin footer
= 1.0.5 =
* Initial stable release
= 1.0.4 =
* Fixed encoding issues in PowerShell backup script
* Expanded customer search fields
= 1.0.3 =
* Added PowerShell backup script
* Improved changelog structure
= 1.0.2 =
* Added support request system
= 1.0.1 =
* Bug fixes and testing
= 1.0.0 =
* Initial build
* Business dashboard
* Document designer
* File archive and document history
* Customer database and management
* Business and plugin settings
- Fix expense form inline admin calculator script comments so JavaScript parses correctly and field auto-calculation can initialise on add/edit expense screens.
= 1.4.0 =
* Fix expense editor tax-rate JavaScript normalisation so Tax % remains at 2 decimal places during live edits on one-off and recurring expense screens.
