MARINI DataEngine Release Notes

Release 26.08.3

Release Date: 07.08.2026

Addressed Issues

• Chart labels – Fixed an issue where charts with enum options displayed the option value instead of the option label.
• Select widget – Multiple fixes and improvements related to the new select widget.
• Search filters – Fixed an issue where resetting the search filter did not work.
• Workflow conditions – Corrected the positions in the workflow condition line.
• Empty options – Fixed the height of empty options.
• Workflow lookup – Relation parameter select menus are now displayed in a single line in Workflow Action Lookup.
• Cache buster – Added a cache buster for Workflow Edit JavaScript files to ensure updated files are loaded after a release.
• KPI charts – Fixed an issue where the KPI Chart prefix and suffix translations were switched.
• Linkage log – Fixed linkage details in the Record Linkage Log, which previously displayed “JSON Toggle” instead of the diff view.

Release 26.08.2

Release Date: 05.08.2026

Addressed Issues

• Studio layouts – Fixed an issue where Studio added empty lines when saving layouts.
• Mass update – Fixed an issue where the Mass Update form was hidden in Reports.

Release 26.08.1

Release Date: 04.08.2026

New Features

• Reports and charts
  • Reports can now include zero-count single-enum values.
  • Segments can now be built from reports.
  • Records can be updated in bulk from inside the report.
  • KPI charts now support configurable units and unit positions.
  • New relative periods are available for date fields: next week, next month, next quarter, and next year.
• Workflow actions
  • The new Trigger Workflow action can start another workflow.
  • Workflow lookups now support more than three fields.
  • Modify Record offers an email sanitization option.
  • JSON strings can be checked using the is valid and is not valid operators.
  • The new calculated field function number_format is available.
• Role-based dashboards – List and detail views can now use dashboards assigned by role.
• AI and MCP integrations
  • Provider-specific AI workflows have been consolidated into a general AI workflow model.
  • Claude support has been added.
  • Azure OpenAI labels now use the Microsoft Foundry name.
  • Beta MCP workflow integration has been added.
  • DataEngine can now be used as an MCP provider in beta.
• Record Linkage configuration
  • Interval thresholds can now use selectable boundaries.
  • Configurations have a new do_nothing_processed action option.
• Modules and fields
  • A module changelog view is now available.
  • Select fields with at least ten options are now searchable.
  • Administrators can create modules directly in Studio.
• Security-device administration – Administrators and user managers can view and delete users’ security devices.
• Administration and logs
  • Administrators can select different logs in Log Viewer.
  • Specific subpanels can be hidden.
  • Scheduler jobs and mass-update success messages are now visible.
• OAuth2 and API access
  • OAuth2 authorization clients support multiple redirect URLs.
  • External providers support client_credentials.
  • Server-to-server flows provide an RFC 7662 introspection route.

Enhancements

• Workflow configuration
  • Relation-matching labels have been clarified.
  • Workflow triggers can now start themselves.
• Dashlets – Dashboard charts are now loaded dynamically, improving page load speed after login.
• New-instance defaults
  • New installations enable table pruning with a 365-day retention period.
  • New installations include default password settings.
  • New text fields no longer receive a default length.
  • Studio datetime fields default to 00:00.
• Audit and tracking
  • One-time logins are now logged.
  • Administrative actions are excluded from Tracker.
• User interface
  • Login messages have been improved.
  • Ordered HTML lists receive a default style.

Addressed Issues

• Reports
  • Corrected Unicode handling for aggregate columns.
  • Corrected CSV formatting.
  • Corrected chart-type translations.
  • Corrected date sorting with field functions.
  • Corrected report loading when an enum is the main group.
• Report conditions and dashboards
  • Corrected base-field date comparisons.
  • Corrected date comparisons that include seconds.
  • Corrected condition parameters in list- and detail-view reports.
  • Restored missing HTML dashlet content.
  • Improved handling of missing referenced reports.
  • Dashlets can now be dragged only from their headers.
• Workflow execution
  • Corrected ID decoding in the Trigger HubEngine action.
  • Corrected conditions with undefined relations.
  • Corrected the on changed condition during mass updates.
  • Corrected several workflow-action styling issues.
• JSON and calculated-field actions
  • JSONPath actions now handle numeric fields.
  • JSON Join handles empty dates and quoted values.
  • Calculated fields correctly encode HTML.
• Record Linkage logs
  • Executed At date filters now work correctly.
  • Log-table action buttons remain on one line.
• Search and filters
  • Boolean values display correctly in global search.
  • Saved global filters update after column changes.
  • Sorting works when records use a mixture of UUID formats.
• List view
  • Inline editing of date fields works during mass updates.
  • Unchanged values no longer trigger inline-edit alerts.
• Relations and metadata
  • Link fields now provide complete relation metadata.
  • The Accounts–Contacts relationship has been corrected to one-to-many.
• Studio and upgrades
  • Module uploads work while Marini Store is active.
  • Studio includes a template for name field definitions.
  • Standard Name imports allow Yes as an option.
  • New database defaults are applied during repair.
  • Long panel names display correctly.
  • Package-installation failures show explicit messages.
  • Internal-only modules are no longer exposed in Studio.
• General reliability – CLI timestamps are no longer cached.

Security and Maintenance

• API access controls
  • CORS origins are restricted to MARINI domains.
  • File-download permissions are enforced.
  • Report data, project-template actions, and chart conditions now apply the required access checks.
• OAuth2 protection
  • Encryption-key validation has been strengthened for password-grant flows.
  • Brute-force lockout has been strengthened for password-grant flows.
  • Account-enumeration protection has been strengthened for password-grant flows.
• Safer requests and data handling
  • Workflow webhook handling now protects against server-side request forgery.
  • MCP probe handling now protects against server-side request forgery.
  • Report and workflow conditions have stronger SQL-injection protection.
  • Reports have additional cross-site-scripting protection.
  • Unsafe object deserialization has been removed.
• Runtime security
  • Forced error display has been removed.
  • Outgoing SSL handling has been centralized.
  • AI/MCP module blocklists are enforced in the Meta API and Studio.
• Platform maintenance
  • Updated to SuiteCRM 7.15.1 and current project dependencies.
  • Removed deprecated legacy API components.
  • Removed an unused login preference.
  • Replaced Studio checkboxes with consistent yes/no selectors.

Release 26.02.11

Release Date: 08.06.2026

Addressed Issues

• Create Record workflow action – The correct field can now be selected when configuring the action.

Release 26.02.10

Release Date: 04.05.2026

Addressed Issues

• Inline editing – Custom field tokens are displayed correctly after inline editing, and multi-enum fields retain the correct line height.
• Workflow conditions – Workflows no longer run with an invalid condition after another scheduled workflow changes the record.
• Subpanel sorting – Sorting a subpanel by a custom field no longer causes a database error.

Release 26.02.9

Release Date: 19.03.2026

Addressed Issues

• Date, time, and locale settings
  • User settings now display the effective default timezone, date format, and time format.
  • New installations also apply the configured defaults correctly, and KPI charts format numbers according to the user’s locale.
• Employee status – User managers can now set the Employee Status field.
• Workflow date fields – Empty date values in Create Record and Modify Record actions no longer interrupt workflow execution.

Release 26.02.8

Release Date: 11.03.2026

New Features

• Weekly report grouping – Date fields in reports can now be grouped by calendar week.

Addressed Issues

• Responsive navigation – Menu items are now hidden correctly when the available window width is too small.

Release 26.02.7

Release Date: 10.03.2026

Addressed Issues

• OAuth2 email delivery – Sending email through an OAuth2-authenticated SMTP connection no longer causes a fatal error.

Release 26.02.6

Release Date: 05.03.2026

Addressed Issues

• Numeric conditions – Numeric values are now cast consistently when workflow and report conditions are evaluated.

Release 26.02.5

Release Date: 04.03.2026

Addressed Issues

• Condition values – Report and workflow conditions now handle numeric and boolean values correctly.

Release 26.02.4

Release Date: 03.03.2026

Addressed Issues

• Numeric report conditions – Numeric comparisons now handle null database values correctly through COALESCE.

Release 26.02.3

Release Date: 23.02.2026

Addressed Issues

• Condition validation – Report and workflow condition operators are now validated before evaluation.

Release 26.02.2

Release Date: 20.02.2026

New Features

• Azure OpenAI administration – Added schema-driven configuration, request logging, extended AI prompt logs, and a redesigned administration interface.
• AI API metadata – AI API calls now provide additional metadata.

Enhancements

• Package installation – Package readme information is now displayed during installation.
• Report and formula conditions – Report conditions and relation-counter formulas now use COALESCE expressions when comparing nullable values.

Addressed Issues

• Null condition values – Null values in workflow and report conditions are now converted to empty strings where required.
• External OAuth2 URLs – Clean URLs now work correctly for external OAuth2 connections.
• User assignments – Corrected handling of the assigned user when no previously fetched value is available.
• Global-filter migration – The migration now removes only the intended global filters.
• OpenAI workflow tools – Tools are now initialized separately for each workflow action.

Release 26.02.1

Release Date: 06.02.2026

Enhancements

• Record Linkage similarity values
  • Similarity values are now derived from DataEngine storage and migrated for existing records.
  • They remain available even when the Record Linkage application does not send them again, and the associated global filters and installation migrations have been updated.
• Record Linkage labels – Interface labels have been revised for consistency.
• Navigation settings – The navigation paradigm is now configured as a site-wide setting instead of an individual user preference.

Addressed Issues

• Localized layouts – Address fields display correctly in the new layout across supported languages.
• Module-menu filters – Disabled filters now use the correct styling.

Security and Maintenance

• Trusted hosts – Apache is now included correctly in trusted-host configuration.
• Database maintenance – Removed unused storage of SQL MD5 hashes.

Release 26.01.6

Release Date: 04.02.2026

Addressed Issues

• Boolean workflow conditions – Equality checks now handle null and empty-string values correctly for boolean fields.

Release 26.01.5

Release Date: 29.01.2026

Addressed Issues

• Split-file imports – Imports split across multiple files now complete correctly.
• Date fields – Scrolling over a date field no longer changes its month unintentionally.
• OAuth2 clients – Corrected the assigned-user link for OAuth2 clients.
• Boolean inline editing – Boolean fields return to their Yes/No display after inline editing instead of remaining as checkboxes.

Release 26.01.4

Release Date: 22.01.2026

Addressed Issues

• Scheduler conditions – Equality conditions now evaluate boolean values correctly in scheduled jobs.

Release 26.01.3

Release Date: 20.01.2026

New Features

• Similarity in Record Linkage logs – Similarity values are now available in standard and filtered Record Linkage log views.

Addressed Issues

• Inbound email – Opening the inbound-email module no longer results in a blank page.
• Creation date – Updating a record no longer removes its creation date.

Release 26.01.2

Release Date: 15.01.2026

Addressed Issues

• Related fields – Related fields now display their names correctly.

Release 26.01.1

Release Date: 15.01.2026

New Features

• Record Linkage modules – Added the Configuration, Runner, and Log modules for Record Linkage.
• Workflow actions
  • Create, Modify, and Lookup actions can avoid saving unchanged data.
  • Lookup actions add configurable field-setting behavior, and OpenAI actions support GPT-5.2.
• Workflow API options – Added force_trigger_workflow for mass-module API parameters and support for conditions on related records.
• JSONPath actions – JSONPath actions can now select a result when the record is empty.
• Studio fields
  • Enum fields can be displayed as action buttons in detail view.
  • The reserved name processed can no longer be used for new fields.
• API field metadata – Field definitions now include relatedModule and relationType information as well as enum options.

Enhancements

• User interface – Field labels now appear above inputs, boolean fields use Yes/No selectors, integration-specific field icons have been removed, and several additional design details have been refined.
• List performance
  • Sorting by creation date now also uses the indexed ID field.
  • List views show exact totals up to 10,000 records and “10,000+” above that threshold.
• Password validation – New passwords are checked to ensure that they differ from the previous password.
• Scheduler time zones – Cron-job time zones are now shown as guidance in the scheduler.
• Imports – Removed a duplicate validation step from the import process.

Addressed Issues

• Dashboards – Corrected duplicate-name handling and prevented the dashlet toolbox from overlapping titles.
• Reports and charts
  • Custom-dashboard charts display titles by default, related-module filters no longer cause database errors, and charts remain available after relations are added.
  • Queries combining fields from a second module also work correctly.
• Report permissions – Employee reports and list views now use the appropriate user security group.
• JSON fields in list view – Corrected erroneous JSON warnings and improved the sidebar display.
• Workflow status and conditions
  • Records show the currently active workflow, special characters display correctly, and null strings and dates are evaluated consistently.
  • Unsupported JSON operators have been removed.
• Workflow labels and editors – Restored missing AI-action labels and corrected editing behavior at the end of OpenAI input fields.
• Lookup and Create Record actions
  • Lookup actions can create records when no fields are preselected and show the correct ID fields for new lookup relations.
  • Create Record includes the required dropdown parameter.
• Trigger HubEngine retries – Retry requests now use the current URL.
• Field values – Empty strings and null values are preserved correctly during updates.
• PDF templates and client verification – Empty dates no longer cause blank-page errors in PDF post-processing, and failed client-IP verification shows an error page instead of a blank page.
• Email import – Imported emails retain their subjects.
• Studio relationships – Core relationships display correctly, module names containing function no longer break subpanels, global-search settings can be removed, field options can be reset, and ampersands remain intact in labels.
• User security – Employee records can be used for login-attempt permissions, and newly created users can change their passwords after first login.
• Scheduler – Advanced cron syntax can be saved, intervals display correctly, and scheduler history uses the user’s time zone.
• OAuth2 and API reliability – Client secrets accept the supported character set, conditional joins work correctly, and access-token retrieval provides improved error handling.
• AI logs – Corrected the administration link to AI logs.

Security and Maintenance

• Platform update – Updated to SuiteCRM 7.14.8.
• Deprecated workflow action – Removed the deprecated OpenAiWebToPrompt action.

Release 25.09.3

Release Date: 25.09.2025

Addressed Issues

• Scheduled workflows – Reduced memory usage during scheduled workflow execution.
• AI workflow labels – Restored missing labels for Azure OpenAI and OpenAI Web Prompt actions.

Release 25.09.2

Release Date: 12.09.2025

Addressed Issues

• Remove Relation action – Removing a relation now resets all associated fields correctly.
• Global dashboards – Dashboard settings can be exported to global roles with clear save messages, global dashboard preferences merge correctly, and dashboard tabs retain their page titles.
• OpenAI prompt editor – Autocomplete suggestions no longer overlap subsequent text, and placeholders behave correctly when edited in the middle.

Release 25.09.1

Release Date: 04.09.2025

New Features

• KPI and grouped reports – KPI charts can define whether higher or lower values are desirable, and grouped multi-enum reports can optionally display zero values.
• Record imports – The importer can now delete records.
• JSON Array Join – Added a configurable mapping mode.
• AI workflows
  • Prompt autocomplete, model parameters, tool selection, AI prompt logs, and Help Center links have been revised.
  • AI logs now include request duration and status.
• Global preferences – Global settings can now be retrieved from user preferences.
• UUID7 support – The database now provides native UUID7 support.

Enhancements

• JSON fields – Updated the visual presentation of JSON fields.
• KPI charts – Improved KPI display and added support for an empty comparison target.

Addressed Issues

• Module Builder – Module types display correctly, unnecessary application strings are no longer stored for new modules, and non-breaking spaces are removed from field names and labels.
• Inline editing and changelog – Fields refresh correctly after inline editing in detail view, changelog selectors remain readable, and one-column layouts no longer add trailing whitespace.
• Grouped reports and counters – Multi-enum fields are not grouped when a secondary grouping is active, deleted counters are excluded from global counters, and calculated fields use the selected global counter.
• Web-search defaults – Corrected the default top_p value and country selection for web-search configuration.
• Dashboard settings – Global dashboards persist after layout changes, customization restrictions hide edit and delete controls correctly, and dashlet configuration styles display correctly.
• JSON Array Join – A numeric zero is no longer treated as an empty value.
• HubEngine workflow actions – Plan redirect links display correctly in multi-row layouts, and Create Record can set parent relations.
• Plan redirects – Corrected the host used for plan-hook redirects.

Security and Maintenance

• AI workflow translations – Removed unused language entries while updating the associated Help Center links.

Release 25.07.1

Release Date: 16.07.2025

New Features

• Module Builder – Importable settings can be changed after deployment, and the creation dialog shows only supported module types.
• Big Integer fields – Added a Big Integer field type.
• Workflow actions – Actions can be reordered, Create and Modify Record can set relations, and HubEngine plans can be identified from their trigger URLs.
• AI workflows – Added AI Search and improved the AI workflow experience.

Enhancements

• Report configuration – Reordered fields and added contextual help.

Addressed Issues

• Report results
  • Not-equal conditions no longer include null values incorrectly, and reports clearly distinguish between no results and database errors.
  • The Create Report page also shows the Save and Continue control correctly.
• Calculated fields – Global Counter functions now work when parameters are used.
• Translations and filters – Corrected multi-select grouping translations, empty filter selectors, and relationship reloads after records are added or removed.
• Password reset – Password resets work for usernames longer than 36 characters.
• Dashboard copying – Dashboards copy correctly for users with a global default, mobile users can open the dashboard selector, and the first dashboard can be selected reliably.
• Logo uploads – Logo filenames containing non-ASCII characters are handled correctly.
• Custom redirects – Overridden contact-form redirects now execute correctly.

Release 25.05.1

Release Date: 30.05.2025

New Features

• Dashboard administration – Users without a dashboard receive a default, administrators can transfer list filters to other users, and global dashboards are available from the home-module actions menu.
• User selection by role – A new security-role option limits user selectors to members of configured roles.
• Relation workflow actions – Added actions to look up and remove relations.
• JSON workflow actions – Split and Join use the US number format consistently and support multi-enum values supplied as arrays.
• Subpanel configuration – Administrators can define a default subpanel sort order, and Module Builder fully supports relation fields in subpanels.
• Calculated fields – Added semicolon escaping and an occurrence parameter for position calculations.

Enhancements

• Report grouping – Added explanatory help for main groups and improved grouped multi-select fields.
• User auditing – User records now support audit history, and workflow action handling has been centralized.
• 2FA delivery – When delivery through the user’s mailer fails, 2FA codes fall back to Inxmail.
• API error handling – Mass record creation now reports errors more reliably.

Addressed Issues

• Roles and security groups – Corrected the default-settings role update, repaired missing security-group subpanels, removed an invalid user relationship, and stopped login attempts from writing security groups.
• List and detail views – Corrected mass-select alignment, related-field autocomplete, relationship deletion without a popup, module deployment with cross-package relations, sidebar layout, canceling subpanels, and cursor feedback.
• User permissions
  • Users with own or group access can edit and link records correctly.
  • User managers can search and edit users, and changes affect the selected user rather than the current administrator.
• User display and email templates – Corrected changelog pages containing only JSON fields, long inline-edit URLs, role-dashboard inheritance, and customer logos in email templates.
• Report conditions – Empty-date and not-equal-empty conditions now handle null values correctly.
• JSON Array Split – Deleting individual fields no longer removes the complete mapping.
• Workflow execution – Corrected changed-field conditions, action-script loading, action combinations, relate-field conditions, on-change comparisons with null values, and Trigger HubEngine retry handling.
• Workflow-created records – JSON Split no longer deletes newly created records, Lookup does not return the current record, and relation lookups do nothing when the ID field is empty.
• Calculated fields – Position calculations accept empty search parameters, and formulas containing line breaks remain editable.
• External OAuth and OpenAI – Unchanged client secrets can remain empty as indicated, and OpenAI authentication keys accept underscores.
• API audit history – Mass updates now display correctly in the audit log.

Security and Maintenance

• User settings – Removed the obsolete defaultOutboundCharset preference.
• Maintenance – Removed obsolete Sales Cloud fields and resolved deprecation notices.

Release 25.01.5

Release Date: 10.03.2025

Enhancements

• PDF fonts – PDF output now falls back to another font when the selected font does not contain a required character.

Addressed Issues

• Empty-date report conditions – Empty-date checks now work correctly.
• JSON Array Split – Deleting an individual field no longer removes the entire mapping.

Release 25.01.4

Release Date: 10.02.2025

Addressed Issues

• Table date sorting – Data tables, including the changelog, sort dates correctly when 12-hour time formats are used.
• New-record workflows – Workflows configured for new records are triggered correctly again.

Release 25.01.3

Release Date: 30.01.2025

Enhancements

• JSON changelog entries – JSON content is presented like a detail view and collapsed by default.

Addressed Issues

• User editor migration – All users are now migrated correctly to the TinyMCE editor.
• Workflow audit history – Related-record changes identify the responsible workflow, entries are ordered by millisecond, and missing process-audit entries are restored with the latest run shown first.

Release 25.01.2

Release Date: 23.01.2025

Addressed Issues

• Calculated fields – Sum and count functions work when custom fields are used as filters.
• Workflow conditions – Changed-field conditions work for a second workflow when a new record is created.
• External OAuth2 secrets – An unchanged client secret can remain empty as indicated by the form.

Security and Maintenance

• Language settings – Removed a deprecation warning shown when all languages are enabled.

Release 25.01.1

Release Date: 17.01.2025

New Features

• Reports and PDFs – Date reports can group by weekday, PDF templates can embed reports with a report variable, and related links are omitted from report PDF exports.
• Workflow audit identity – Audit history identifies the workflow that changed a value, and scheduled workflows use a dedicated Automated Workflow user.
• API request logging – Added an optional API request logger.
• Static HTML dashlets – Dashboards can now include static HTML content.
• Calculated-field functions
  • Added uppercaseword, floor, ceil, and round functions.
  • Sum and count functions now support field types beyond dates and datetimes.
• Email search and OAuth2 – Imported email can be searched by subject and sender, and outgoing email supports OAuth2.

Enhancements

• Field storage – New text fields default to 50 characters without shrinking existing custom database fields.
• User interface – Updated the sidebar and audit-log styling, added configurable design colors, clarified passkey login, simplified advanced user preferences, and removed obsolete contact fields and email functions.
• Record identifiers – New records now use UUID7 identifiers.

Addressed Issues

• Search and controls – Removed global counters from global search and updated remaining controls that still used the previous button style.
• Process audit and inbox views – Process-audit subpanels can be sorted, and changing an inbound-email folder refreshes the email list.
• Email and PDF variables – Template variables can be inserted correctly in emails and PDF templates.
• Reports – Printed reports retain images, pagination keeps a stable page size, report tables expose stable HTML IDs for custom styling, and linked images display correctly.
• Report PDF export – Added custom PDF styling and prevented report definitions from being imported.
• Modules and views – Custom-module exports retain first and last names, edit views include the required CSS class, and modal dialogs remain usable above overlays.
• Workflow conditions – Changed-field and new-record conditions run reliably, and date fields in workflow actions include their date picker.
• Permissions – Subpanel links are hidden when the user cannot access the corresponding detail page.

Security and Maintenance

• Platform update – Updated to SuiteCRM 7.14.6 and removed the obsolete first-time setup wizard.

Release 24.10.4

Release Date: 05.11.2024

Addressed Issues

• Workflow actions – Fixed an issue where date_entered in workflow conditions on save did not work.
• Authentication and security – Fixed security device arranged incorrect after adding 3rd device.

Release 24.10.3

Release Date: 01.11.2024

Addressed Issues

• Modules and fields – Fixed an issue where Float/Decimal fields could not be used in templates.

Release 24.10.2

Release Date: 28.10.2024

New Features

• List view – Added mass update option for float, int, parent, relate and text field types.

Addressed Issues

• User management – Fixed number formatting in graphs depending on user locale settings.
• General
  • Fixed date range search in filter uses old date picker.
  • Fixed in some cases a record can appear on multiple pages when ordering by columns which consists mostly of the same value.
  • Removed not needed JS libraries html5shiv and respond.js (needed to support IE<=8).
• General – Fixed new DataEngine installation fails.
• Dashboard – Updated Copy dashboard to only be available for user admins.
• User settings – Removed external accounts on salescloud in user settings.
• List view – Fixed wrong tab highlighted when opening search popup in list view.
• Workflow actions – Improved help tests for Workflow Trigger Action.
• Authentication and security
  • Enforced 2FA email Code over inxmail if no template is set.
  • Fixed an issue where Login Attempts did not record MFA.
• Email – Fixed display error message when MFA email couldn’t be sent.

Release 24.10.1

Release Date: 01.10.2024

New Features

• User interface
  • Overhauled the design of all Buttons & multiple CSS adaptions.
  • Reordered Admin menu (External Services added).
  • Added configuration to set maximum shown favorites in the sidebar.
• General – Upgraded WYSIWYG Editor to the newest version.
• Edit view – Added Help texts in Detail and Edit View.
• Performance and reliability – Added loading spinner and disable submit button while saving form.
• Modules and fields
  • Removed current module always added to all groups in the menu.
  • Added a new Template for the Application & Module Loader & use DataTables to show the data.
  • Added field filter to change log.
• Search – Added option to enable fields to be searchable via global search for basic field types.
• Authentication and security
  • Added 2FA Backup codes.
  • Introduced use of passkeys as alternative method to login.
  • Added auto submit of 2FA email code after entering 6th number.
• Reports
  • Added “last workday” option to report date filter.
  • Added option to display description for Report Dashlets.
  • Added list view-reports similar to detail view-reports custom config.
• Reports – Added chartOptions to allow height change in custom config.
• Scheduler – Added modifyDate option for mass transfer scheduler custom config.
• AI workflows
  • Added a new Azure OpenAI workflow action.
  • Added a new Azure OpenAI admin area.
  • Added a Proxy OpenAI Entry Point.
• Workflow actions
  • Added is not null condition for multi enum fields in workflows.
  • Implemented retry logic for trigger hub workflow action.
  • Added secondary order by name in workflow list view.
• Workflow actions – Added value set options in modify workflows also for fixed values.
• API – Added deployments & API versions to the admin settings, so that they can be used in the workflow action.

Addressed Issues

• Modules and fields
  • Fixed an issue where relations were not marked as deleted when undoing an import.
  • Fixed audit log for JSON fields only saving first 255 chars as diff.
  • Fixed an issue where module could not be deployed if relationship name is between 60-64 characters long.
• General – Fixed an issue where valid JSON was incorrectly escaped.
• List view
  • Fixed an issue where filter for “0” was not displayed as filter in list view.
  • Fixed an issue where help popover did not work after inline edit.
• Workflow actions
  • Fixed out of memory when scheduled workflows need to update thousands of records.
  • Fixed date set to 1970-01-01 or with timezone offset when using create/modify workflow actions with date.
• Reports
  • Fixed blank-page error when showing an URL field in reports.
  • Fixed blank-page error when viewing a report dashlet without a report set.
• Edit view – Fixed an issue where help text with some special chars caused blank-page error in List/edit view.
• User interface
  • Fixed missing translations in search view.
  • Fixed when toggling sidebar and directly switch page sometimes the sidebar is then empty.
• Performance and reliability
  • Fixed smarty cache not cleared after deployment.
  • Added more cache busters for JS/CSS files to make sure after deployment everything is reloaded.
• API – Fixed missing email1 field for old salescloud when using mass API.
• User management – Fixed an issue where User Notification setting could not be disabled.
• Authentication and security – Fixed passwords match message when changing password behaves differently to other password rules.
• Studio and Module Builder – Fixed studio if custom bean files are use.
• JSON workflow actions – Fixed wrong type if using JSON path workflow action with array filters.
• Search
  • Fixed an issue where global search with enter did not work after using inline edit.
  • Fixed an issue where global search did not work for a custom field which contains “email”.
• Dashboard – Fixed an issue where pagination in Dashlets did not work.

Security and Maintenance

• Reports – Removed amcharts field type.
• General
  • Included js libraries only when needed once.
  • Fixed multiple deprecation notices.

Release 24.07.6

Release Date: 26.07.2024

New Features

• Reports – Removed list view reports sidebar and add chartOptions to allow height change.
• Scheduler – Added modifyDate option for mass transfer scheduler custom config.

Addressed Issues

• General – Multiple small design adjustments.
• List view
  • Fixed list view column chooser buttons and increase subpanel edit/delete button size.
  • Fixed an issue where help popover did not work after inline edit.
• Logs and audit trail – Corrected font used in audit log.

Release 24.06.4

Release Date: 26.07.2024

Addressed Issues

• Dashboard – Fixed an issue where pagination in Dashlets did not work.

Release 24.07.5

Release Date: 24.07.2024

New Features

• Reports – Added list view-reports similar to detail view-reports custom config.
• AI workflows
  • Added a Proxy OpenAI Entry Point.
  • Adjusted the Azure OpenAI workflow action template to use a Marini Help Center Link.
  • Added a bootstrap-based template for the Azure OpenAI admin section.
• User interface – New CSS for buttons.

Addressed Issues

• Authentication and security – Fixed blank-page error when adding a passkey.

Release 24.07.4

Release Date: 18.07.2024

New Features

• API – Added deployments & API versions to the admin settings, so that they can be used in the workflow action.
• Authentication and security – Introduced use of passkeys as alternative method to login.

Release 24.07.3

Release Date: 17.07.2024

New Features

• AI workflows
  • Added a new Azure OpenAI workflow action.
  • Added a new Azure OpenAI admin area.
• Performance and reliability – Added loading spinner and disable submit button while saving form.
• Workflow actions
  • Added secondary order by name in workflow list view.
  • Added value set options in modify workflows also for fixed values.

Addressed Issues

• Modules and fields
  • Fixed audit log for JSON fields only saving first 255 chars as diff.
  • Fixed field audit button always opens changelog of the same record.
• List view – Fixed sorting in changelog and inline edit icon missplaced in list view.
• Performance and reliability – Added more cachebusters for JS/CSS files to make sure after deployment everything is reloaded.

Release 24.07.2

Release Date: 09.07.2024

New Features

• Reports – Added “last workday” option to report date filter.
• Edit view – Added Help texts in Detail and Edit View.
• Modules and fields – Added field filter to change log.

Addressed Issues

• Reports – Fixed blank-page error when showing an URL field in reports.
• User interface – Fixed missing translations in search view.
• Performance and reliability – Fixed smarty cache not cleared after deployment.
• API – Fixed missing email1 field for old salescloud when using mass API.

Release 24.07.1

Release Date: 03.07.2024

New Features

• Workflow actions
  • Implemented retry logic for trigger hub workflow action.
  • Added is not null condition for multi enum fields in workflows.
• General – Upgraded WYSIWYG Editor to the newest version.

Addressed Issues

• Modules and fields – Fixed an issue where relations were not marked as deleted when undoing an import.
• General – Fixed an issue where valid JSON was incorrectly escaped.
• List view – Fixed an issue where filter for “0” was not displayed as filter in list view.
• Workflow actions – Fixed out of memory when scheduled workflows need to update thousands of records.

Security and Maintenance

• Reports – Removed amcharts field type.
• General
  • Included js libraries only when needed once.
  • Fixed multiple deprecation notices.

Release 24.06.3

Release Date: 13.06.2024

New Features

• General – Upgraded to Suite 7.14.4.
• Dashboard – Added minimum height option for dashlets.
• Workflow actions – Added support to SchedulerJobs for Workflows.

Addressed Issues

• Detail view – Fixed blank-page error for detail view when missing options for multi-enum fields.
• Workflow actions – Fixed blank-page error when using formatted multi enum values in workflows.
• Reports – Fixed exporting report shouldn’t limit results.

Security and Maintenance

• General – Removed lead options from site settings.

Release 24.05.4

Release Date: 13.06.2024

New Features

• General – Upgraded to Suite 7.14.4.

Release 24.06.2

Release Date: 31.05.2024

New Features

• General – Added possibility to add custom fonts to PDF Templates.
• Modules and fields – Adding module to pdf_template_type_dom automatically adds the print PDF button.

Addressed Issues

• Scheduler – Prevented caching of beans between scheduler runs.
• Modules and fields – Fixed moduleList contains old salescloud modules.
• General
  • Float values in Graphs not working with german numeric settings.
  • Fixed an issue where PDF Templates WYSIWYG Editor did not display correct fonts.
• Reports
  • Fixed PDF export for Reports shows no graphs.
  • Fixed exporting report shouldn’t limit results.

Release 24.05.3

Release Date: 27.05.2024

Addressed Issues

• Scheduler – Prevented caching of beans between scheduler runs.

Release 24.06.1

Release Date: 22.05.2024

New Features

• Modules and fields – Added JSON Field Type.

Addressed Issues

• API
  • Fixed API getting multiple records output differes from retrieving single record.
  • Updated API to return null.

Release 24.05.2

Release Date: 21.05.2024

New Features

• Reports – Updated visibility of dashlet chart title if only one chart is displayed in the dashlet.

Addressed Issues

• General – Fixed javascript editor removes HTML code.
• User management – Decimal/Thousand separator not correctly show when viewing/editing another user.
• Reports – Prevented truncation of chart labels, wrap instead.
• JSON workflow actions – Fixed JSON array split/join missing utf8 special chars.
• User interface – Added missing version string for some CSS.

Security and Maintenance

• User management – Removed old not supported calendar settings from user detail view.

Release 24.05.1

Release Date: 03.05.2024

New Features

• User interface – Added basic code editor for custom CSS/JS form.
• Authentication and security – Enabling Forgot Password Mails by default and using inxmail as global fallback for these mails.
• General – Added date&number post processor for templates.

Addressed Issues

• General – Updated SAML2 lib.
• AI workflows – Fixed an issue where actions from open AI and deepl were not available in followup action.
• Email
  • Fixed empty date created for system mailer.
  • Fixed an issue where factor auth email code did not work.
• Workflow actions – Fixed workflow modifiy record resets date_entered.
• Reports
  • Fixed an issue where pagination for report dashlets did not work.
  • Fixed report conditions do not produce expected outcome.
• Authentication and security – Fixed change password forms to use same layout as login screen.

Release 24.04.3

Release Date: 30.04.2024

Addressed Issues

• Workflow actions – Fixed workflow modifiy record resets date_entered.

Release 24.04.2

Release Date: 17.04.2024

New Features

• Workflow actions – Workflow Action Trigger HubEngine uses requestTracker and allows using 1:n relation fields.

Addressed Issues

• List view – Fixed an issue where date filter for list views did not work if using other date formats as YYYY-MM-DD.
• Authentication and security – Fixed an issue where company logo in 2FA form was not correctly displayed.
• User settings – Fixed authenticator needs to be setup after each user setting change.
• General – Fixed missing tabindex in search view and add visible focus indicator.
• Logs and audit trail – Fixed audit log shows an empty list.

Release 24.04.1

Release Date: 08.04.2024

New Features

• Detail view – Reduced maximal limit for subpanels to 2500, but make in configurable per subpanel.
• AI workflows – Changed LBL_OPENAI_CONTAINER_INPUT_NAME translation to “Prompt”.

Addressed Issues

• Workflow actions
  • Fixed workflow can potentially load wrong bean relation in some situations.
  • Added handling for errors in workflow actions and continue with next record if failed for on record.
• Calculated fields – Fixed after calculated field workflow actions no further audit log and no in save workflows are saved anymore.
• Reports – Prevented deletion of conditions/fields/charts for reports on mass update.
• Import and export – Limited setting of default values for new records when using the import function.

Release 24.03.1

Release Date: 11.03.2024

Addressed Issues

• Workflow actions – Bug in processSpecificWorkflows that leads to a missing bean error.

Release 24.02.7

Release Date: 23.02.2024

Addressed Issues

• Reports – Fixed an issue where date fields in reports did not work.

Release 24.02.6

Release Date: 23.02.2024

Addressed Issues

• Modules and fields – Fixed email to-address field wrongly encoded.
• Dashboard – (Potentially) Fix sometimes dashlets gets resorted randomly.

Release 24.02.5

Release Date: 21.02.2024

New Features

• Dashboard – Added dashboard re-position feature.
• JSON workflow actions
  • Added JSON Array Join Workflow action.
  • Added JSON Array Split Workflow action.
• General – Upgraded to SuiteCRM 7.14.3.
• Workflow actions – Added attachment option for Send email Workflow Action.
• Authentication and security – Auto submit 2FA after entering 6 chars.

Addressed Issues

• Workflow actions
  • Fixed workflow condition date changed always returned true.
  • Changed file type handling in AOW_WorkFlow.
• General – Fixed no selection for multi-enum fields is handled as selection with empty key.
• Modules and fields – Fixed multi-enum fields field save not correctly working with empty selects.
• Reports
  • Fixed wrong end date in Report conditions using period.
  • Fixed an issue where date picker in reports did not work for date fields.

Release 24.02.4

Release Date: 07.02.2024

Addressed Issues

• General
  • Fixed PDF generation fails when using custom PDF template.
  • Fixed wrong text transform for tabs.
• User interface – Fixed width of actions menu to small for german labels.
• Dashboard – Fixed an issue where dashboard filter did not work fix: Fix CSS when having more then 5 dashboards.

Release 24.02.3

Release Date: 05.02.2024

Addressed Issues

• Dashboard
  • Fixed an issue where saving of dashboard parameters did not work.
  • Fixed an issue where Dashboard name could not be renamed.
  • CSS fixes for menu and dashboard.
• Reports – Fixed layout always resaved on initial loading when using report dashlets.

Release 24.02.2

Release Date: 02.02.2024

Addressed Issues

• Logs and audit trail – Fixed a little bug in LoggerManager.

Release 24.02.1

Release Date: 02.02.2024

New Features

• User interface – New Tab Layout and other small CSS improvements.
• Workflow actions
  • Re-use aow_processed entries for workflows with multiple runs.
  • Added options to workflows to define an order and to modify date.
  • Added support to running workflows to different times.
• Scheduler – New scheduler using custom config to NTILE records by field.
• Calculated fields – Added count/sum calculated field functions.

Addressed Issues

• Modules and fields – Fixed missing labels for treemaps if group is no option field.
• Scheduler
  • Restricted one cron to run at once.
  • Fixed date modified for schedulers should always be end time of scheduler.
• Workflow actions
  • Fixed workflow condition value is limited to 255 characters.
  • Fixed workflow scheduler should lookup NULL values on empty query.
• API – Changed escaping of PDF Templates.
• General
  • Fixed an issue where inline images used multiple times were not displayed correctly.
  • Added new default settings (added by SuiteCRM 7.14 upgrade).
• Dashboard
  • Fixed on dashboard load, layout always saved.
  • Fixed an issue where add dashboard did not work on empty dashboard.
  • Added support to setting first dashboard page title.
• User management – Fixed missing pagination in search and fix search settings not applied to all users.

Release 23.12.1

Release Date: 20.12.2023

New Features

• Dashboard
  • Better loading of CSS/js when we deploy new version; Dashboard CSS changes.
  • Improved Dashboard CSS and enable responsive version of dashboard.
  • New Gridbased Dashboard.
• Scheduler
  • Reduced dead scheduler timeout from 1d to 6h.
  • Added more options to the filter & column chooser of schedulers.
• Reports
  • Updated Empty report table to show no result text instead of empty table.
  • Improved Styling of Detail View Reports.
  • Added report dashboards to detail view using custom config.
• User settings – Moved user site settings from cookies to local storage saved to user preferences.
• General
  • Added Roboto Black font.
  • Upgraded to SuiteCRM 7.14.2.
  • Updated to SuiteCRM 7.14.1.
• General – Updated to SuiteCRM 7.13.4.
• Modules and fields – Added JS validation for Source, Destination & Model fields in OpenAI workflow action.
• User interface – Rearranged administration menu.

Addressed Issues

• Reports
  • Fixed an issue where Dashboard not showing with a broken report and adding dashlets did not work.
  • Fixed issues displaying the same chart/report multiple times on the same detail page.
  • Added missing custom config validation for detail view reports.
• Reports
  • Automatically add IS NULL when using a report condition with multiple values.
  • Fixed CSV export of a report breaks if a double quote is used.
• Studio and Module Builder – Fixed broken HTML and broken studio CSS.
• General
  • Fixed an issue where custom config could not be edited using the UI.
  • Fixed misleading error message on config save.
  • Replaced prefix SuiteCRM with DataEngine in error message.
• General
  • Added missing literals and review fixes.
  • Fixed trying to require removed file.
• API – Fixed an issue where setting null value using mass update API did not change the value.
• Modules and fields – Removed relation fields from all views on relation delete.
• Import and export – Fixed a problem in import controller that prevented the use of custom controllers.

Release 23.10.2

Release Date: 13.10.2023

Addressed Issues

• General – Fixed an issue where quick create saving did not work.

Release 23.10.1

Release Date: 11.10.2023

New Features

• General
  • Added a warning when using a sandbox instance.
  • Updated top nav to new CI.

Addressed Issues

• Workflow actions – Fixed CSS for lookup workflow action.
• General – Corrected retrieval of the name of the form with getAttribute on save.

Release 23.09.3

Release Date: 27.09.2023

Addressed Issues

• Modules and fields – Corrected calculation of fields table border.

Release 23.09.2

Release Date: 26.09.2023

New Features

• General – Simplified If conditions in PDF Templates.

Addressed Issues

• Authentication and security – Default list view of login attempts was missing date & time.

Release 23.09.1

Release Date: 19.09.2023

New Features

• Workflow actions
  • Trigger Hub Plans by specific ID.
  • Updated Added relation matching logic to workflow conditions to define which related fields to be matched.
• General – Updated to MySQL 8.
• Modules and fields – Align select input field width with text input field width.

Addressed Issues

• Edit view – Removed unused JS from edit view.
• Calculated fields – Fixed wrong calculated field results when using german numeric values.
• Workflow actions – Fixed select fields width in workflows.
• Studio and Module Builder – Fixed cancel in studio/module builder restores oldest history not to newest history entry.
• Detail view – Fixed Link/URL field not displayed in subpanels.

Release 23.08.2

Release Date: 25.08.2023

New Features

• API – Updated API to always assume english numerics.
• User interface – Apply styles for appended success & error messages.

Addressed Issues

• Authentication and security – Removed behavior: as potential XSS.
• Reports
  • Report export shows ID instead of name for related bean.
  • Fixed an issue where report condition with relations did not work in PDF export.
• Modules and fields – Dropdown caret in tables not visible when using german translation.
• Email – Fixed redirect to imported mail.

Release 23.08.1

Release Date: 25.08.2023

New Features

• API – Updated API to always assume english numerics.
• User interface – Apply styles for appended success & error messages.

Addressed Issues

• Authentication and security – Removed behavior: as potential XSS.
• Reports
  • Report export shows ID instead of name for related bean.
  • Fixed an issue where report condition with relations did not work in PDF export.
• Modules and fields – Dropdown caret in tables not visible when using german translation.
• Email – Fixed redirect to imported mail.

Release 23.07.1

Release Date: 10.07.2023

New Features

• Scheduler – Added support to same module and field for MassTransfer Scheduler.
• General – Reworked global counters using table locking.

Addressed Issues

• Workflow actions – Fixed workflow removes trailing 0 on string, if it includes a numeric separator.
• Detail view – Fixed form name for subpanels not correct if overwritten.
• List view – Fixed default value not used in ListViews for URL/Link fields.

Release 23.06.2

Release Date: 19.06.2023

New Features

• Workflow actions – Added support to creating security group relations when using workflow actions.
• Studio and Module Builder – Added vardef property download_directory to define destination to file upload/download.

Addressed Issues

• General
  • Fixed date has a timezone.
  • Added workaround for mb_detect_encoding bug in PHP8.1.
  • Fixed an issue where Access check for Products Quotes did not work in Salescloud.
• Import and export – Fixed an issue that prevented users from exporting Notes.
• Email – Fixed an issue where merge record fails if source did not have email but other record has one.
• Workflow actions – Fixed an issue where workflow condition with right hand side relations did not work.
• Dashboard – Fixed dashboard can only be edited if there are more then 4 dashboards.
• Reports – Fixed an issue where some dashlet reports did not work with new security groups query.
• Modules and fields – Fixed an issue where beans were not updated after deployment when name differs from module name.

Release 23.06.1

Release Date: 02.06.2023

Addressed Issues

• Reports
  • Fixed an issue where dashlet report tables did not respect new dashboard date picker.
  • Fixed changing report condition breaks dashlets.
• Dashboard – Fixed an issue where dashlets could not be added and dashboards could not be edited.

Release 23.05.5

Release Date: 30.05.2023

New Features

• General – Added support to overriding quick create meta data files via views.
• Dashboard – Collapse Dashboard tabs to dropdown menu if more than 5 dashboards are available.
• Reports – Added dashboard date picker for Report dashlets.

Release 23.05.4

Release Date: 16.05.2023

Addressed Issues

• Logs and audit trail – Bug in the logic of check dependencies.

Release 23.05.3

Release Date: 16.05.2023

New Features

• General – Added missing version info of dependencies on upgrade.
• Roles and permissions – Multiple performance fixes related to instances with a lot of users and security groups.

Addressed Issues

• General
  • Disable cookie checker if not inside iframe.
  • Fixed cookie checker for MS Edge and fixed a small issue with Chrome.
• Modules and fields – Fixed audit log fails if an old sales cloud relation was set in the past.

Release 23.05.2

Release Date: 10.05.2023

New Features

• General – Improved first time install setup wizard.

Addressed Issues

• General – Encode single entry array as JSON, not as “Array”.
• Scheduler – Fixed new mass transfer schedulers by custom config fails with unknown class.
• Email – Fixed googlemail Addresses are replaced with “Open Search Result”.
• User interface – Fixed missing label for external_auth_only.
• Calculated fields – Fixed CreateJson calculated fields function removes content after a dot.
• Modules and fields
  • Fixed contains not working for relationship fields.
  • Do not allow to edit moduleList using DropDownEditor.

Release 23.05.1

Release Date: 03.05.2023

Addressed Issues

• General – Corrected setting of date not working.

Release 23.04.3

Release Date: 02.05.2023

New Features

• Modules and fields
  • Added support to modules to add custom JS to specific views (Detail,List,Edit,QuickCreate).
  • Added custom config for marini specific modules.
• API – Performance Improvements for API calls with a lot of beans returned.

Addressed Issues

• Workflow actions – Fixed workflow condition behavior differ between on save and on scheduler (>,>=,<,<=).
• Studio and Module Builder – Fixed mass update unselectable in studio for module fields.
• Modules and fields – Fixed installer and enable module loader by default for new instaces.
• Reports – Fixed module loader reports no modules to install.
• User management – Deactivated Anzeige in User Edit View.
• Scheduler – Fixed deleting mass transfer scheduler config, didn’t delete scheduler file.

Release 23.04.2

Release Date: 20.04.2023

New Features

• General – Upgraded to PHP8.1.

Addressed Issues

• Workflow actions – Fixed an issue where empty values comparison did not work on workflow save.

Release 23.04.1

Release Date: 11.04.2023

New Features

• Detail view – Process Audit Subpanel is always collapsed.
• General – Admin area cleanup.
• User management – Added support to User Mass Update for User Managers.

Addressed Issues

• API – Removed HTML entities in JSON API response.
• Workflow actions – Fixed an issue where workflow action append value did not work in all cases.
• Reports – Fixed charts removed on inline editing a report.
• Roles and permissions – Fixed do not create extra security group relation, when creating a new module.
• Modules and fields – Fixed module not added to moduleList if moduleList was edited using DropDown editor.
• Edit view – Fixed 2-column edit view CSS.
• General
  • Fixed an issue where deleting messages did not work when trash folder has special chars.
  • Fixed an issue where to-address was not correctly encoded.
• Calculated fields – Fixed + sign in telephone numbers are removed when using calculated fields.

Release 23.03.3

Release Date: 23.03.2023

Addressed Issues

• Performance and reliability – Fixed an issue where repair database command did not update meta tables.
• API – Fixed API file upload only works for Notes module.
• Detail view – Removed campaign subpanels.
• General
  • Fixed fatal error when trying to load campaigns which are removed.
  • Fixed deployment update ignores custom overwrites.
• Email – Fixed email sorting and pagination.

Release 23.03.2

Release Date: 17.03.2023

New Features

• General
  • Added more parameters in ChatGPT workflow action.
  • Upgraded to Suite 7.13.2.
  • Added the cookie checker to the dom after it has been completely parsed.

Addressed Issues

• Email – Fixed email get duplicated on save.
• Studio and Module Builder – Fixed label in studio not editable.

Release 23.03.1

Release Date: 07.03.2023

New Features

• Workflow actions – Added a new ChatGPT Workflow Action.
• General – Automatically retry after mysql deadlock detection.
• User interface – Updated marini.CSS.
• Authentication and security – Added warning on login page if embedded in iframe without allowing third party cookies.

Addressed Issues

• List view – Fixed an issue where inline editing for date fields did not work.
• General – Fixed searching with multiple words only searches starts with even when search_wildcard_infront is active.
• Workflow actions
  • Moved most workflow log messages to log info from fatal.
  • Fixed PHP Warnings in workflow actions.
• Detail view – Fixed an issue where tabs could not be changed in detail view/edit view.
• Email – Fixed error in email template parsing results in empty mails.

Release 23.02.3

Release Date: 28.02.2023

New Features

• Dashboard – Removed ability to add new calendar dashlets.

Addressed Issues

• General
  • Fixed warning in template parser.
  • Fixed javascript error on quick create view.

Release 23.02.2

Release Date: 15.02.2023

New Features

• General – Removed bisnode.

Addressed Issues

• General – Fixed invalid file reference for document downloads with revisions (Salescloud only).
• Email – Fixed same email can be added multiple times when written in upper- or lowercase.

Release 23.02.1

Release Date: 07.02.2023

New Features

• Authentication and security – Redirect to login page if login page is loaded inside an ajax request.

Addressed Issues

• User interface – Fixed marini.CSS includes path to non-existing image.
• Modules and fields – Fixed an issue where auditing for date fields did not work.

Release 23.01.9

Release Date: 03.02.2023

Addressed Issues

• Reports – Fixed an issue where reports with date filters could not be saved on dashboard.
• General – Fixed fatal error when searching for Notes.

Release 23.01.8

Release Date: 30.01.2023

New Features

• General – Added moment_date_format, moment_datetime_format global javascript variable.

Addressed Issues

• Modules and fields – Fixed search for numeric fields while using % are always empty.
• General – Updated visibility of empty links.

Release 23.01.7

Release Date: 26.01.2023

New Features

• Reports – Added hour+Minute as available format for date fields in reports.
• General – Added new default date option.

Addressed Issues

• Workflow actions – Fixed calculated values in workflows removes prefixed 0.
• Roles and permissions – Fixed an issue where User manager could not remove user role.
• List view – Fixed URL fields dont show generated URLs in List View.
• General
  • Fixed an issue where dates were not saved when a potential contact duplication is detected.
  • Fixed an issue where contains (not) operator could not handle NULL values.
• Reports – Fixed PDF export for reports fails with no graphs present.
• User interface – Switch around marini.CSS and custom.CSS.

Release 23.01.6

Release Date: 17.01.2023

New Features

• General – Added support to displaying wysiwyg content directly as div.

Addressed Issues

• General – Fixed invoice number by duplicating.
• Modules and fields – Fixed an issue where Calculate fields did not work in salescloud.

Release 23.01.5

Release Date: 16.01.2023

Addressed Issues

• Modules and fields – Fixed an issue where audit was not written for custom fields.
• General – Removed Workaround from core issue 62 so that the search works correctly.

Release 23.01.4

Release Date: 13.01.2023

Addressed Issues

• General
  • Security Fix.
  • Fixed a fatal exception if a date is empty.
• API – Fixed empty date should return empty string using API for backwards compatibility.

Release 23.01.3

Release Date: 12.01.2023

New Features

• General – Use Google Roboto Font as default font.

Addressed Issues

• API – Do not allow requests to Users over API.
• General
  • Fixed date_created not set on create.
  • Fixed an issue where dates were not show in generated PDFs.
  • Fixed an issue that prevented users from saving empty date.
• Code Refactoring – Revert default font to Lato.

Release 23.01.2

Release Date: 09.01.2023

Addressed Issues

• OAuth and API access – Regenerate OAuth2 Keys to have min length of 2048.

Release 23.01.1

Release Date: 06.01.2023

New Features

• Modules and fields – For N:M relations contains/contains not operator checks if at least one/no relation exists where the field has the given value.
• Import and export – Added PHPSpreadsheet library to read, create & write spreadsheet documents such as Excel.

Addressed Issues

• Workflow actions – Potential fix for duplicate email addresses when using workflows.
• Reports – Fixed an issue where date conditions in reports did not work when using multiple conditions.
• General – Removed warning message about missing task due date.
• Modules and fields – Removed broken relationships in salescloud.
• Email – Corrected display of email Settings for DataEngine.
• Authentication and security – Fixed user duplicate/delete/reset password buttons not available for admins.

Release 22.10.4

Release Date: 19.10.2022

Addressed Issues

• Modules and fields – Fixed an issue where format for int fields could not be changed.
• Workflow actions
  • Limit workflow data tables to 1000 entries.
  • Fixed relation not correctly set in workflow action when using quick create.
• Studio and Module Builder – Fixed missing icons in studio.

Release 22.10.3

Release Date: 17.10.2022

Addressed Issues

• Reports – Fixed group titles not correctly displayed in reports, when the grouping field is a multi-enum fields or a joined field.
• User management – Fixed an issue where user manager was not able to save user.
• General – Fixed an issue where property_exists did not work with new date property changes.

Release 22.10.2

Release Date: 11.10.2022

Addressed Issues

• Scheduler – Fixed an issue where scheduler was not run every minute because of a wrong timezone setting.

Release 22.10.1

Release Date: 30.09.2022

New Features

• Modules and fields – Added One-Of for worklfow condtions for checkboxmultienum fields.
• General – Changed fatal messages to debug.

Addressed Issues

• Studio and Module Builder – Fixed an issue where Fixed could not edit labels in module builder.
• Import and export – Fixed fatal error on import when list is not defined.
• Reports – Fixed an issue where Report Condition NotEqualTo did not find NULL values.
• Modules and fields – Encrypted fields are not encrypted when not changed.

Release 22.08.1

Release Date: 26.08.2022

New Features

• Modules and fields – Added a doc link column in Module Loader when Marini Store is enabled.

Addressed Issues

• List view
  • Fixed an issue where new date time field could not handle inline editing.
  • Dates with default values appeared wrongfully in the list views.
  • Employee Status inline edit Bug.
• Modules and fields
  • Fixed an issue where new date time field was not working for filter.
  • Fixed default field settings still use old date time select boxes.
  • Fixed setting multi-enum fields correctly when value received from text fields.
• Modules and fields
  • Fixed sugar field type wysiwyg.
  • View History in ModuleBuilder i not working.
• Scheduler – Fixed scheduler error with no time format.
• Roles and permissions
  • Fixed an issue where editing of actions and roles was not working.
  • Error that the non-static method getUserRoleNames of ACLRole cannot be called statically.
• API – Fixed an issue where API EQ operator did not work for deleted field.
• Studio and Module Builder – Security groups are getting messed up when using module builder.
• Workflow actions – Fixed Workflow unintentionally converts strings to int.
• Detail view – Limit subpanel results to 50.000 entries to avoid page timeouts.

Release 22.07.4

Release Date: 21.07.2022

New Features

• Reports – Improved performance when exporting reports.
• Modules and fields – Added support to help text for fields to be translated.
• Workflow actions – Added “Contains Not” operator for Workflow or Reports conditions.

Addressed Issues

• User management – Added support to user manager to edit employee records.

Release 22.07.3

Release Date: 15.07.2022

Addressed Issues

• Modules and fields
  • Fixed an issue where an issue where new email conditions did not respect primary mail and did not work as field.
  • Fixed email field missing as field value.

Release 22.07.2

Release Date: 12.07.2022

New Features

• Calculated fields – Added support to email Address fields for Workflow conditions, actions and calculated fields.
• Workflow actions – Adjusted AOW_WorkFlow controller so that field types can be filtered directly.

Addressed Issues

• General – Fixed an issue where error with IE11 and tabs did not work.
• Workflow actions – Fixed an issue where workflow action append values did not encode multi-enum fields correctly.

Release 22.07.1

Release Date: 06.07.2022

New Features

• Import and export – Package application language import in german is per default considered.
• General
  • Added clean-URL for entrypoints.
  • Replaced “Close” Text in YAHOO.SUGAR.MessageBox with “X”.

Addressed Issues

• General – Bug when comparing dates for js validation.

Release 22.06.4

Release Date: 28.06.2022

Addressed Issues

• General – Added missing JS files for salescloud.

Release 22.06.3

Release Date: 15.06.2022

Addressed Issues

• Workflow actions – Fixed error when running workflows in schedulers.

Release 22.06.2

Release Date: 15.06.2022

New Features

• Reports – Added export and display report buttons to dashlet.
• Workflow actions – Added support to email address field in workflow lookup fields.

Addressed Issues

• Workflow actions
  • Do not rerun workflows with disabled multiple runs if workflow failed the first time.
  • Fixed an issue where workflow lookup action did not fetch data from original bean instead always uses looked up bean.
• Email – Fixed new lines are missing in text mails and no text for mails with attachment.

Release 22.06.1

Release Date: 07.06.2022

New Features

• General
  • Removed format name feature for some lists as it didn’t worked for names with spaces.
  • Upgraded to SuiteCRM 7.12.6.

Addressed Issues

• API – Fixed an issue where Fixed could not create/update 1:n relations via mass transfer API.
• Modules and fields
  • Fixed fatal when trying to search inside an inactive module.
  • Fixed fatal array while uninstalling or deploying modules.
• Import and export – Do not abort import with PHP warnings.

Release 22.05.3

Release Date: 25.05.2022

New Features

• JSON workflow actions – Replaced jsonpath library.

Addressed Issues

• Studio and Module Builder – Fixed an issue where duplicated merged for standard fields could not be changed using studio.
• User interface – Corrected translation of no in german.

Release 22.05.2

Release Date: 17.05.2022

New Features

• API – Added labels to field meta data API.

Addressed Issues

• General – Fixed an issue where quick filter did not work when searching for basic types.

Release 22.05.1

Release Date: 09.05.2022

Addressed Issues

• Detail view – Fixed subpanel error when creating an 1:n relations to the module itself.

Release 22.04.4

Release Date: 29.04.2022

New Features

• User management – Added possibility to enable two factor authenitcation for users.

Addressed Issues

• User interface – Fixed an issue where an issue where custom.CSS/js could not be saved if script dir was not created yet.
• Studio and Module Builder – Field overrides in Studio could be reverted on field save in studio for standard fields (e.g. name).
• Detail view – Fixed action in subpanel sometimes not displayed correctly.

Release 22.04.3

Release Date: 22.04.2022

New Features

• Workflow actions
  • Added support to appending values when setting values via workflows for multi-enum fields.
  • HubEngine Trigger actions will trigger by default the HubEngine only once per scheduler run.
  • This can be turned off as a setting in the workflow.
• Reports
  • Added percentage function for report fields.
  • Added number of shown lines setting for reports.
• Performance and reliability – Added support to to disable time caching for a request (cached_timestamp).
• General – Replaced default HubEngine/Grafana links with HelpCenter,Academy,TrustCenter Links.

Addressed Issues

• Workflow actions
  • Fixed empty int field in workflow is changed to 0.
  • Re-added default workflow menu link when installing new instances.
• General
  • Fixed multiple warnings while installing new DataEngines.
  • Added last resort default order.
• Logs and audit trail – Fixed an issue where process audit table did not use datatables.
• Roles and permissions – Added default User role and security group for new DataEngines.

Release 22.04.2

Release Date: 13.04.2022

New Features

• User interface – Added custom.CSS into DataEngine CSS.

Addressed Issues

• General
  • PHP8 Type error.
  • Fixed an error when creating a PDF.
• Modules and fields
  • Fixed an issue that prevented saving bean if a field has the name language.
  • Corrected filtering of out empty caret values in workflow append values when working with multi-enum fields.
  • Fixed related fields link in search view link to the wrong bean.
• Modules and fields – Bug in calculate fields workflow action that blocks the relation fields parameters when creating a record.
• Studio and Module Builder – Changed misleading label in module builder.
• Import and export – Fixed import confirm step not loading when using an import file with less than 3 rows.

Release 22.04.1

Release Date: 31.03.2022

New Features

• General – Added new JS date validation functions.

Addressed Issues

• Scheduler – Fixed error when running pruneDatabase scheduler.
• General
  • Fixed php8 errors when creating PDFs.
  • Fixed error when merging contacts.
• Modules and fields – Fixed empty from email select field when composing new email.
• User management – Do not try to send reminders for deleted users.
• User interface – Added missing DataEngine translations.
• Code Refactoring – Switch to php-fpm.

Release 22.03.7

Release Date: 28.03.2022

Addressed Issues

• General – Fixed error in upgrade script for 22.03.6.

Release 22.03.6

Release Date: 24.03.2022

New Features

• Scheduler – Added a scheduler to clean up the processed workflow actions logs.

Addressed Issues

• User interface – Fixed an issue where menu could not be changed.
• Reports
  • Fixed order of report parameters in dashlet to be the same as in report.
  • Fixed pie chart ticks and labels displayed incorrectly.
• Detail view – Fixed an issue where Removed show all options in subpanel datatables as this breaks the layout and did not work correctly on init.
• Modules and fields
  • Fixed Module rename fails with a fatal error.
  • Fixed an issue where search did not work when result has an empty relationship field.
• Dashboard – Fixed an issue where columns on dashboard did not use correct width.
• General
  • Fixed an issue where position function for formula calculator did not work if the searched string is at the first position.
  • Fixed an issue where edit did not work in cases where panel row is empty.
• Email – Fixed error when checking for incoming mails.

Release 22.03.5

Release Date: 16.03.2022

Addressed Issues

• Modules and fields – Fixed in advance search empty enum fields are preselected.
• General – Fixed missing pagination for search.

Release 22.03.4

Release Date: 15.03.2022

New Features

• General – Added support to template overrides in custom for all theme templates.

Addressed Issues

• General
  • Fixed an issue where worklfow did not save if a parameter has a date inside.
  • Fixed an issue where local settings did not work.
  • Fixed empty value is automatically selected when opening advanced search.
• General
  • Fixed enums/multi-enum fields in search not displayed correctly.
  • Fixed Uncaught Error Unknown named parameter.
• Dashboard – Fixed dashlet with multiple date parameter not saved correctly.
• Scheduler – Fixed any_change condition incorrectly identifies changes while running in a scheduler.

Release 22.03.3

Release Date: 10.03.2022

Addressed Issues

• Modules and fields
  • Fixed checkbox multi-enum fields only show $item instead of value when viewing a bean.
  • Fixed search displays $bean[$header.field] instead of field value for each result.
• User management – Fixed no users available for created at field in advanced search filter.
• Reports – Do not crash the dashboard if a report dashlet was deleted.

Release 22.03.2

Release Date: 08.03.2022

New Features

• General – Cleanup installer of unnecessary old SuiteCRM hooks.

Addressed Issues

• General – Fixed an issue where PDF generation did not work with PHP8.

Release 22.03.1

Release Date: 04.03.2022

New Features

• Dashboard – Added settings for Dashboard Pages.
• Workflow actions
  • Added aow_workflow_limit config to limit amount of beans to be processed per workflow scheduler run.
  • Cache Workflows to improve performance when running the same workflow multiple times in one run.
• General
  • Removed PDF Sample Templates from default DataEngine installation.
  • Corrected setting of default search engine to basic search engine.
  • Upgraded to SuiteCRM 7.12.4.
• Modules and fields – Added a new email field type.
• Detail view – Corrected setting of hide subpanels to false as default value.

Addressed Issues

• General
  • Fixed an issue where not possible to save due date and due date was not formatted.
  • Fixed an issue where Search did not work after upgrade to Suite 7.12.
  • Fixed Umlaut not displayed correctly.
• General – Fixed lead conversion.
• Dashboard
  • Fixed after copying Dashboard logout/login is not required anymore.
  • Fixed date parameter in dashlet settings not displayed correctly.
  • Fixed an issue where copy Dashboard from user did not work in Salescloud.
• Email – Fixed PHP8 warnings for send email action.
• List view – Removed inline edit for call reminders and fix translation for closing calls/notes.
• Detail view – Removed archive email buttons from subpanels.
• Workflow actions
  • Fixed Checkboxes styling in workflow conditions.
  • Fixed an issue where Workflow Action Calculate Fields did not open.
• User interface – CSS bugs.
• Modules and fields
  • Adjusted the translations of relationship labels and relationship help text.
  • Try to find the label in module’s language file when building validation rules.
• Import and export – Translate label LBL_RUN_ON_IMPORT.

Release 22.02.4

Release Date: 10.02.2022

New Features

• General – Updated Code to work with PHP 8.1.

Addressed Issues

• API – API not working without pagination when disable_count_query disabled.
• Email – Multiple fixes for email in Salescloud.
• Code Refactoring – Upgraded to Smarty4 Template Engine.

Release 22.02.3

Release Date: 03.02.2022

Addressed Issues

• Modules and fields – Adding new relations results in different database collations.
• General
  • Strip all tags for data-value-cell attribute values.
  • Extract values from paragraph tags for data-value-cell.
• Performance and reliability – SearchSettings in Admin Menu not loading.

Release 22.02.2

Release Date: 02.02.2022

Addressed Issues

• General – Added specific marini prefix to the new datatables class names.
• User interface – Revert marini admin icons.

Release 22.02.1

Release Date: 01.02.2022

New Features

• General
  • Enrich DataTables td and th tags with classes and value_cell attribute.
  • Upgraded to SuiteCRM 7.12.3.

Addressed Issues

• User interface – Fixed an issue where some action menus could not be opened (edit/remove button datatables).

Release 22.01.5

Release Date: 27.01.2022

Addressed Issues

• General
  • Do not decompose UTF8 characters when saving beans.
  • Fixed an issue where search with umlaut did not work.
• Email – Fixed remove of mails in communication history results in an error.

Release 22.01.4

Release Date: 26.01.2022

Addressed Issues

• Detail view – Button dropdown in SubPanels not working.
• Performance and reliability – Re-order workflow Processed Index order for better performance with a lot of processed entries.

Release 22.01.3

Release Date: 24.01.2022

New Features

• Modules and fields – Added calendar module to salescloud (required for meeting).

Release 22.01.2

Release Date: 20.01.2022

New Features

• Reports – Report charts can be exported to PDF now.
• User interface – Added a possibility to include CSS files in the views directly.

Addressed Issues

• Dashboard – Fixed an issue where Fixed could not search in dashlets for checkbox multi enum fields.
• Workflow actions – Fixed workflow action remove button to big.
• JSON workflow actions
  • JsonPath action input field is not saved correctly when modified.
  • Updated jsonPath record saving to be similar to formula calculator.
  • Do not trigger bean save in jsonPath workflow action.
• JSON workflow actions – JsonPath actions always evaluate to failed.
• User interface – Changed label SuiteCRM to DataEngine.

Release 22.01.1

Release Date: 11.01.2022

New Features

• Modules and fields – Added Notes module to DataEngine to allow email with attachments.

Addressed Issues

• General
  • Default to utf8mb4 to enable smiles in DataEngine.
  • Fixed sorting in Datatables when using seconds in time format.
• Modules and fields – Fixed UTF8 decomposition when saving dropdown labels.

Release 1.1.6

Release Date: 21.12.2021

New Features

• Studio and Module Builder
  • Added placeholders to VarChar/Text/Int/Float/Link/URL/Phone fields via studio using the comment setting.
  • Prevented duplicate and delete actions in Module Builder dependent on module config.
• General
  • When installing new DataEngine the search defaults to prepend a wildcard.
  • Added aws-sdk-php to composer.
• Workflow actions – Added “Is not Null” condition for workflows.

Addressed Issues

• Roles and permissions – Added missing security group relations for salescloud modules.
• Modules and fields
  • Removed remaining Advanced OpenPortal calls from contacts module.
  • Added missing translations for SalesCloud instances and add missing fields from Marini SalesCloud.
• Reports
  • Fixed an issue where date fields did not work in reports and parameters, if the condition field is a field of a related module.
  • Fixed an issue where multi enum filter did not work for report dashlets.
  • Updated Charts to better use the available height.
• Reports – Fixed date parameters are not working Report dashlets.
• General
  • Fixed period end time is including midnight next period.
  • Added “breadcrumb” to Browser title.
  • Fixed some cookies are duplicated resulting in a lot of cookies per domain.
• Workflow actions – Fixed send mail action in workflow.
• Scheduler
  • Added function::sendEmailReminders scheduler for salesclouds.
  • Removed unused schedulers.
• OAuth and API access – Reduced OAuth2 Token cleanup to 4 days.
• API – Fixed API Users should have access to hidden modules.

Release 1.1.5

Release Date: 06.12.2021

Addressed Issues

• Import and export – Fixed an issue where while importing the progress bar was not moving.
• Authentication and security – Do not run AntiXSS on custom CSS and JS.
• General – Have a fixed order for extension files.
• Code Refactoring
  • Drop the unnecessary database tables on building of 1.1.5.
  • Removed DnB codes from core.

Release 1.1.4

Release Date: 25.11.2021

New Features

• General – Added support to custom background PDFs for PDF Templates.

Addressed Issues

• Modules and fields
  • Added missing email relation (missing communication history).
  • Fixed an issue where for lookup actions the field name was not saved if the field is not a string.
• General – Fixed errors in salescloud regarding removed vcal.

Release 1.1.3

Release Date: 23.11.2021

New Features

• Modules and fields – Added support to TextFields to be updated via MassUpdate.

Addressed Issues

• General – Fixed last_version for auto updated is las update run, not version deployed to.
• Modules and fields – Fixed an issue where for Field actions the field name was not saved if the field is not a string.

Release 1.1.2

Release Date: 19.11.2021

New Features

• General – Corrected saving of page length for datatables.

Addressed Issues

• Modules and fields
  • Corrected filtering of for concated name field is not working.
  • Using $this when not in object context in /var/www/HTML/coreModules/EmailTemplates/EmailTemplate.php:559.
• General – Fixed more notices and warnings.
• Calculated fields – Fixed an issue where calculated fields were not working on old salesclouds.

Release 1.1.1

Release Date: 18.11.2021

New Features

• General – Added automatic upgrader on deployment.

Addressed Issues

• User interface – Click menu (Edit/Remove) in datatables not showing up.
• Scheduler – Added missing Schedulers when upgrading a SalesCloud and remove syncGoogleCalendar scheduler.
• Roles and permissions – Added missing ACLActions when upgrading a SalesCloud.
• Code Refactoring – Fixed php warnings and notices.

Release 1.1.0

Release Date: 12.11.2021

New Features

• General – Added possibility to extend a DataEngine to a salescloud.

Release 1.0.26

Release Date: 03.11.2021

New Features

• Scheduler – Common masstransfer Scheduler class.
• JSON workflow actions – JSON path workflow action.

Addressed Issues

• General
  • Added missing primary keys on repair & rebuild.
  • Fixed an issue where SuiteCRM lucene implementation did not work with our docker setup.

Release 1.0.25

Release Date: 21.10.2021

Addressed Issues

• Dashboard – Fixed an issue where saving a dashlet configuration did not work.
• Code Refactoring – Take over DnB changes.

Release 1.0.24

Release Date: 20.10.2021

New Features

• Scheduler – Added a scheduler to clean up dead OAuth2 tokens.
• General
  • Upgraded SuiteCRM codes to 7.11.22.
  • Added DnB service client.
• Modules and fields – Added a new module datablocks credentials to the core modules.

Addressed Issues

• Authentication and security – Updated validation for if user language is enabled after login and set an enabled language.
• Workflow actions – Clean up the js mess in the workflows.
• OAuth and API access – Fixed getting the DnB access token with an encrypted pass.
• General – Decrypt Bisnode and DeepL pass when saving to database.

Release 1.0.23

Release Date: 10.08.2021

New Features

• Workflow actions – Process multi-enum fields in workflows.

Addressed Issues

• Modules and fields – Corrected filtering of out duplicate relations in relation select fields.
• User management – Redirect to list view if the user tries to view a deleted record.

Release 1.0.22

Release Date: 27.07.2021

New Features

• API – Added a new API endpoint to download a file.
• General
  • Added support to global application extensions for all customers next to the customer only extensions.
  • Added an entry point to download from store.
• User management – Added deactivated to edit view of the user.
• Authentication and security – Corrected display of password requirements when entering a new password.
• Modules and fields – Adjusted the module loader to use the data engine store.

Addressed Issues

• Modules and fields – Fixed custom modules not found, when running multiple apache containers in parallel.
• Authentication and security – Bug in changing password for a user manager that is not admin.

Release 1.0.21

Release Date: 23.06.2021

Addressed Issues

• General – Fixed an issue that prevented users from saving when a multi value checkbox is required.
• Performance and reliability – Increase session timeout to 6h.

Release 1.0.20

Release Date: 08.06.2021

Addressed Issues

• General – Fixed js bug in lookup action.

Release 1.0.19

Release Date: 07.06.2021

Addressed Issues

• Modules and fields – Fixed bug in deepl fields validation.

Release 1.0.18

Release Date: 14.05.2021

Addressed Issues

• API – Fixed error when filtering for a custom field when using the API.

Release 1.0.17

Release Date: 10.05.2021

Addressed Issues

• API – Fixed time is returned with wrong timezone using API.