bigcapital/CHANGELOG.md

Change Log

All notable changes to Bigcapital server-side will be in this file.

[0.10.1] - 25-09-2023

• Fix: Running tenants migration on Docker migration container by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/242

[0.10.0] - 24-09-2023

• Added: Tax rates service by @abouolia @elforjani13 in https://github.com/bigcapitalhq/bigcapital/pull/204
• Added: Sales Tax Liability Summary report by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/204
• Added: Tax rates tracking with sale invoices by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/204
• fix(webapp): Table headers sticky for all reports. by @elforjani13 in https://github.com/bigcapitalhq/bigcapital/pull/240
• chore(deps): bump word-wrap from 1.2.3 to 1.2.4 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/200
• chore(deps): bump word-wrap from 1.2.3 to 1.2.4 in /packages/webapp by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/199
• chore(deps): bump mongoose from 5.13.15 to 5.13.20 by @dependabot in https://github.com/bigcapitalhq/bigcapital/pull/197

[0.9.12] - 29-08-2023

• Refactor: split the services to multiple service classes. (by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/202)
• Fix: create quick customer/vendor by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/206
• Fix: typo in bill success message without bill number by @KalliopiPliogka in https://github.com/bigcapitalhq/bigcapital/pull/219
• Fix: AP/AR aging summary issue by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/229
• Fix: shouldn't write GL entries when save transaction as draft. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/221
• Fix: Transaction type of credit note and vendor credit are not defined on account transactions by @abouolia in
• Fix: date format of filtering transactions by date range by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/231
• Fix: change the default from/date date value of reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/230
• Fix: typos in words start with A letter by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/227
• Fix: filter by customers, vendors and items in reports do not work by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/224 https://github.com/bigcapitalhq/bigcapital/pull/225

[0.9.11] - 23-07-2023

• added: Restart policy to docker compose files. by @suhaibaffan in https://github.com/bigcapitalhq/bigcapital/pull/198
• fix: Expose and expand the rate limit to the env variables by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/195

[0.9.10] - 18-07-2023

• feat(e2e): E2E onboarding process by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/176
• fix(webapp): Show loading message of cost computing job on financial reports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/196
• fix(webapp): Change the currency code of sales and purchases transactions with foreign contacts.

[0.9.9] - 28-06-2023

• refactor: Customer and vendor select component by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/171
• chore: Move auto-increment components in separate files by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/170
• fix: Style of quick item drawer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/173
• fix: Should not show the form before loading account by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/172
• fix: Payment made form does not handle not unique number an e… by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/177
• fix: Internal note of invoice/bill payment does not saving by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/181
• fix: Storing cash flow transaction description by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/180
• fix: No currency in amount field on money in/out dialogs by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/179
• fix: No default branch for customer/vendor opening balance branch by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/182

[0.9.8] - 19-06-2023

bigcapitalhq/webapp

• add: Inventory Adjustment option to the item drawer by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/158
• fix: use all drawers names from common enum object by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/157
• fix: adjustment type options do not show up by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/159
• fix: change the remove line text to be red to intent as a danger action by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/162
• fix: rename sidebar localization keys names to be keyword path by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/161
• fix: manual journal placeholder text by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/160
• fix: warehouses select component by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/168

bigcapitalhq/server

• fix: sending emails on reset password and registration by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/167

[0.9.7] - 14-06-2023

@bigcapital/webapp

• fix: change the footer links of onboarding pages by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/139

@bigcapital/server

• fix: expense transaction journal entries by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/155

[0.9.6] - 12-06-2023

@bigcapital/webapp

• fix: remove duplicated form submitting by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/138
• feat: add monorepo version on the application sidebar by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/136

[0.9.5] - 11-06-2023

@bigcapital/server

• fix: filter ledger entries that effect contact balance to AR/AP accounts only by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/132

@bigcapital/webapp

• fix: catch journal error when create a journal with accounts have different currency by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/135
• fix: add duplicate icon to context menu of customers and vendors table by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/133
• fix: customer/vendor opening balance with exchange rate by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/134

[0.9.4] - 08-06-2023

@bigcapital/monorepo

• fixed: docker-compose line-ending issue on Windows by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/130

@bigcapital/server

• fixed: Disable Webpack minification for JS class name reading.

[0.9.3] -04-06-2023

@bigcapital/monorepo

• Added: Add env variable to customize the proxy public ports by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/125
• Added: Migrate the server database to MariaDB by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/128

[0.9.2] - 31-05-2023

@bigcapital/webapp

• fixed: move packaeg-lock.json inside docker container.
• fixed: remove Sentry from the web client.

[0.9.1] - 28-05-2023

@bigcapital/server

• fix: deleting ledger entries of manual journal.
• fix: base currency should be enabled.
• fix: delete invoice transaction issue.

@bigcapital/webapp

• fix: general, accountant and items preferences.
• fix: auto-increment sale invoices, estiamtes, credit notes, payments and manual journals.
• refactor: the setup organization form to use binded Formik components.

[0.9.0] - 06-05-2023

@bigcapital/server

• Sign-up restrictions for self-hosting instances to disable signup or control the allowed email addresses and domains that can sign-up.

[0.8.3] - 06-04-2023

@bigcaptial/monorepo

• Switch to AGPL license to protect application's networks. by @abouolia

@bigcapital/webapp

Added

• Improve the style of authentication pages. by @abouolia
• Remove the phone number field from the authentication pages. by @abouolia
• Remove the phone number field from the users management. by @abouolia
• Add all countries options to the setup page. by @abouolia

Fixed

• Fix intent type of reset password success toast.

@bigcapital/server

Added

• Remove the phone number field from the authentication service. by @abouolia
• Remove the phone number field from the users service. by @abouolia

[0.8.1] - 26-03-2023

@bigcaptial/monorepo

Added

• add docker compose for development env. by @abouolia

@bigcapital/webapp

Fixes

• fix: hide the project name entry if the feature was not enabled. by @abouolia
• fix: labels of add money in/out don't appear. by @abouolia
• fix: accounts chart lags when scrolling down. by @abouolia
• fix: the inconsistent style of quick customer/vendor drawer. by @abouolia
• fix: add an icon to duplicate item of items context menu. by @abouolia
• fix: account form issues. by @abouolia in https://github.com/bigcapitalhq/bigcapital/pull/86

Added

• Optimize the design of setup organization page. by @abouolia

@bigcapital/server

Added

• bigcapital CLI commands by @abouolia
• deprecate the subscription module. @abouolia

Fixes

• fix: Validate the max depth level of the parent account. by @abouolia

[0.7.6] - 23-04-2022

@bigcapital/webapp

Fixed

• BIG-374 Refactoring sidebar men with ability permissions and feature control on each item.

[0.7.5] - 20-04-2022

Fixed.

• BIG-378 Reports drawers columns css conflict.

[0.7.3] - 15-04-2022

@bigcapital/webapp

Fixed

• BIG-372 Activate branches and warehouses dialog reloading once activating.
• BIG-373 Issue general ledger report select specific account.
• BIG-377 Make readonly details entries as oneline with tooltip for more details.

[0.7.2] - 04-04-2022

@bigcapital/webapp

Fixed

• Add the missing Arabic localization.
• Subscription plans modifications.

[0.7.1] - 30-03-2022

@bigcapital/webapp

Added

• BIG-141 Add inactive status to item drawer details.
• BIG-278 Add created at date on expense details.
• BIG-350 Add empty status content of warehouse transfers service.
• BIG-344 Add branch details to manual journal and expense details.

Fixed

• BIG-221 Remove Non-inventory radio choice on item form.
• BIG-236 Validate estimate expiration date should be equal or bigger than estimate date.
• BIG-237 Validate invoice due date should be equal or bigger than invoice date.
• BIG-238 Validate bill due date should be equal or bigger than bill date.
• BIG-280 Optimize style of multi-select accounts menu.
• BIG-284 Cashflow statement loading bar.
• BIG-296 Creating a new child account from accounts list.
• BIG-301 Navigation bar divider on actions bar hide with permissions control.
• BIG-304 Adding cash or bank account from cash flow service.
• BIG-351 Invalid date in the inventory adjustment detail.
• BIG-352 Fix terms and notes fields on footer of all services.
• BIG-354 Validate the warehouse transfer quantity should be above zero.

@bigcapital/server

Fixed

• BIG-354 Validate the warehouse transfer quantity should be above zero.
• BIG-358 Refactoring customers/vendors services for smaller classes.
• BIG-341 Refactoring expenses services for smaller classes.
• BIG-342 Assign default currency as base currency when create customer, vendor or expense transaction.

[0.7.0] - 24-03-2022

@bigcapital/webapp

Added

• Multiply currencies with foreign currencies.
• Multiply warehouses to track inventory items.
• Multiply branches to track organization transactions.
• Transfer orders between warehouses.
• Integrate financial reports with multiply branches.
• Integrate inventory reports with multiply warehouses.

Changes

• Optimize style of sale invoice form.
• Optimize style of sale receipt form.
• Optimize style of credit note form.
• Optimize style of payment receive form.
• Optimize style of bill form.
• Optimize style of payment made form.
• Optimize style of manual journal form.
• Optimize style of expense form.

@bigcapital/server

Added

• Multiply currencies with foreign currencies.
• Multiply warehouses to track inventory items.
• Multiply branches to track organization transactions.
• Transfer orders between warehouses.
• Integrate financial reports with multiply branches.
• Integrate inventory reports with multiply warehouses.

[0.6.3] - 21-02-2022

@bigcapital/webapp

Fixed

• BIG-337 Display billing page once the organization subscription is inactive.

[0.6.2] - 19-02-2022

Fixed

• fix syled components dependency with imported as default components.

[0.6.0] - 18-02-2022

@bigcapital/webapp

Added

• Balance sheet comparison of previous period (PP).
• Balance sheet comparison of previous year (PY).
• Balance sheet percentage analysis columns and rows basis.
• Profit & loss sheet comparison of preivous period (PP).
• Profit & loss sheet comparison of previous year (PY).
• Profit & loss sheet percentage analysis columns, rows, income and expenses basis.

[0.5.8] - 13-01-2022

@bigcapital/webapp

Added

• Add payment receive PDF print.
• Add credit note PDF print.

Fixed

• Payment receive initial loading state depends on request loading state instead fetching.
• Balance sheet report alert positioning.
• Separate customer and vendor inactivate and activate alerts.
• Hide convert to invoice button if the invoice is already converted.
• Customer and vendor balance summary percentage of column option.
• Remove duplicated details in sales and purchases details drawers.

@bigcapital/server

Fixed

• Balance sheet comparison of previous period (PP).
• Balance sheet comparison of previous year (PY).
• Balance sheet percentage analysis columns and rows basis.
• Profit & loss sheet comparison of preivous period (PP).
• Profit & loss sheet comparison of previous year (PY).
• Profit & loss sheet percentage analysis columns, rows, income and expenses basis.

[0.5.3] - 03-01-2020

@bigcapital/webapp

Fixed

• Localize the global errors.
• Expand account name column on trial balance sheet.

[0.5.0] - 20-12-2021

@bigcapital/webapp

Added

• Add credit note on sales module.
• Add vendor credit on purchases module.
• Optimize landed costs on purchase invoices.
• Display associated payment transactions on sale invoice drawer.
• Display associated pamyment transactions on purchase invoice drawer.
• Display item associate invoice, bill, estimate and receipt transactions.
• Transactions locking on all transactions or individual modules.
• Roles and permissions access control module.
• Optimize readonly details style of invoice, receipt, estimate, payment receive, purchase invoice, expense, manual journal, inventory adjustment and cashflow transaction.

Changed

• Dashboard meta boot and authenticated user request query.
• Optimize Arabic localization.

[0.4.0] - 11-09-2021

@bigcapital/webapp

Added

• Add SMS notification on sale invoice, receipt, customers payments modules.
• Customer quick create in customers list.
• Item quick create in items list.

Changes

change: BIG-171 alerts in global scope and lazy loading.

Fixed

fix: BIG-140 - Reordering sell, cost and inventory account on item details. fix: BIG-144 - Typo adjustment dialog success message. fix: BIG-148 - Items entries ordered by index. fix: BIG-132 AR/AP aging summary report filter by none transactions/zero contacts.

[0.2.0] - 03-09-2021

@bigcapital/webapp

Here we write upgrading notes for brands. It's a team effort to make them as straightforward as possible.

Added

• Add slidable sub-sidebar to improve user experience instead of sub-menu.
• Add Subscription guard to ensure the organization's subscription is active or redirect all routes to subscription billing page.
• Add universal search.
• Add drawer details of sale invoice.
• Add drawer details of sale receipt.
• Add drawer details of sale estimate.
• Add drawer details of purchase invoice.
• Add drawer details of payment receive/made.
• Add drawer details of item.
• Add drawer details of inventory adjustment.
• Add drawer details of account.
• Add drawer details of manual journal.
• Add drawer details of expense.
• Add drawer details of expense.
• Add landed cost on purchase invoice.
• Add sale invoice print with preview dialog.
• Add sale estimate print with preview dialog.
• Add sale receipt print with preview dialog.
• Advanced filter for database items.
• Inventory adjustment publish action.
• Customers and vendors activate and inactivate action.
• Add refresh button on dashboard actions bar to all datatables resources.
• Add clickable datatable rows to display each row details.

Changed

• Optimize style of datatable selection checkbox.
• Disable animation in dashboard views tabs.
• Optimize Arabic localization.

Fixed

• fix: disable submit buttons in pereferences pages.
• fix: inventory adjustment cost field max/min range to avoid out of range error.
• fix: transactions by customers/vendors report localization.
• fix: Datatable head progressbar with right-to-left direction.
• fix: Submit buttons loading state once payment made/receive form is submitting.
• fix: Ensure items entries should have one empty line atleast.
• fix: items entries total calculation.
• fix: Momerized fields re-rendering conditions.
• fix: auto-complete item entry with cost price on purchase invoice form.