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Change Log

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

[0.16.11] - 06-05-2024

improvements

Fixes

  • feat(repo): upgrade to latest lerna v8 and pnpm v9 by @benpsnyder in bigcapitalhq#414
  • feat: Update Docker Build-Push Action and Add ARM64 Support by @cloudsbird in bigcapitalhq#412
  • feat: Pushing docker containers by version tag by @cloudsbird in bigcapitalhq#421

[0.16.10]

  • fix: Running migration Docker container on Windows by @abouolia in bigcapitalhq#432

[0.16.9]

[0.16.8]

  • feat: Ability to enable/disable the bank connect feature by @abouolia in bigcapitalhq#423

[0.16.6]

  • hotfix: fix the subscription plan when subscribe on cloud by @abouolia in bigcapitalhq#422

[0.16.5]

IMPORTANT: If you upgraded to the v0.16 recently you should upgrade to v0.16.4 as soon as possible, because there're some breaking changes affected the sign-in and some users reported couldn't sign-in.

  • feat: Seed free subscription to tenants that have no subscription. by @abouolia in bigcapitalhq#410

[0.16.3]

[0.16.0]

  • feat: add convert to invoice button on estimate drawer toolbar by @ANasouf in bigcapitalhq#361
  • feat(webapp): add mark as delivered to action bar of invoice details … by @ANasouf in bigcapitalhq#360
  • feat(webapp): Dialog to choose the bank service provider by @abouolia in bigcapitalhq#378
  • feat: Categorize the bank synced transactions by @abouolia in bigcapitalhq#377
  • feat: uncategorize the cashflow transaction by @abouolia in bigcapitalhq#381
  • Import resources from csv/xlsx by @abouolia in bigcapitalhq#382
  • feat(webapp): import resource UI by @abouolia in bigcapitalhq#386
  • fix: import resources improvements by @abouolia in bigcapitalhq#388
  • feat: add sample sheet to accounts and bank transactions by @abouolia in bigcapitalhq#389
  • fix: show the unique row value in the import preview by @abouolia in bigcapitalhq#392
  • feat: advanced parser for numeric and boolean import values by @abouolia in bigcapitalhq#394
  • feat: validate the given imported sheet whether is empty by @abouolia in bigcapitalhq#395
  • feat: linking relation with id in importing by @abouolia in bigcapitalhq#393
  • feat: Aggregate rows import by @abouolia in bigcapitalhq#396
  • feat: clean up the imported temp files by @abouolia in bigcapitalhq#400
  • feat: add hints to import fields by @abouolia in bigcapitalhq#401

[0.15.0]

[0.14.0] - 30-01-2024

  • feat: purchases by items exporting by @abouolia in bigcapitalhq#327
  • fix: expense amounts should not be rounded by @abouolia in bigcapitalhq#339
  • feat: get latest exchange rate from third party services by @abouolia in bigcapitalhq#340
  • fix(webapp): inconsistency in currency of universal search items by @abouolia in bigcapitalhq#335
  • hotfix: editing sales and expense transactions don't reflect GL entries by @abouolia in bigcapitalhq#342

[0.13.3] - 22-01-2024

  • hotfix(server): Unhandled thrown errors of services by @abouolia in bigcapitalhq#329

[0.13.2] - 21-01-2024

[0.13.1] - 15-01-2024

  • feat(webapp): add approve/reject to action bar of estimate details dr… by @ANasouf in bigcapitalhq#304
  • docs: add ANasouf as a contributor for code by @allcontributors in bigcapitalhq#305
  • feat: Export general ledger & Journal to CSV and XLSX by @abouolia in bigcapitalhq#303
  • feat: Auto re-calculate the items rate once changing the invoice exchange rate. by @abouolia in bigcapitalhq#270

[0.13.0] - 31-12-2023

[0.12.1] - 17-11-2023

  • feat: Add default customer message and terms conditions to the transactions by @abouolia in bigcapitalhq#291
  • fix: The currency code of transaction tax rate entry by @abouolia in bigcapitalhq#293

[0.12.0] - 04-11-2023

[0.11.0] - 28-10-2023

  • feat: Migrate to pnpm by @abouolia in bigcapitalhq#253
  • feat: Integrate tax rates to bills by @abouolia in bigcapitalhq#260
  • feat: Assign default sell/purchase tax rates to items by @abouolia in bigcapitalhq#261
  • chore(deps-dev): bump @babel/traverse from 7.23.0 to 7.23.2 in /packages/server by @dependabot in bigcapitalhq#272
  • feat: Improve financial statements rows color by @abouolia in bigcapitalhq#276
  • fix: Trial balance sheet adjusted balance by @abouolia in bigcapitalhq#273
  • feat: Adds tax numbers to organization and customers by @kochie in bigcapitalhq#269
  • docs: Add kochie as a contributor for code by @allcontributors in bigcapitalhq#277
  • feat: Computed Net Income under Equity in Balance Sheet report. by @abouolia in bigcapitalhq#271
  • fix: Change Dockerfile files with new pnpm by @abouolia in bigcapitalhq#278

[0.10.2] - 02-10-2023

fix(webapp): Disable tax rates from item entries editor table services do not support tax rates (https://github.com/bigcapitalhq/bigcapital/commit/69afa07e3ba45495a4cab3490c15f2b0c40c4790) by @abouolia fix(server): Add missing method in ItemEntry model (https://github.com/bigcapitalhq/bigcapital/commit/07628ddc37f46c98959ced0323f28752e0a98944) by @abouolia

[0.10.1] - 25-09-2023

  • Fix: Running tenants migration on Docker migration container by @abouolia in bigcapitalhq#242

[0.10.0] - 24-09-2023

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

[0.9.12] - 29-08-2023

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

[0.9.11] - 23-07-2023

  • added: Restart policy to docker compose files. by @suhaibaffan in bigcapitalhq#198
  • fix: Expose and expand the rate limit to the env variables by @abouolia in bigcapitalhq#195

[0.9.10] - 18-07-2023

  • feat(e2e): E2E onboarding process by @abouolia in bigcapitalhq#176
  • fix(webapp): Show loading message of cost computing job on financial reports by @abouolia in bigcapitalhq#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 bigcapitalhq#171
  • chore: Move auto-increment components in separate files by @abouolia in bigcapitalhq#170
  • fix: Style of quick item drawer by @abouolia in bigcapitalhq#173
  • fix: Should not show the form before loading account by @abouolia in bigcapitalhq#172
  • fix: Payment made form does not handle not unique number an e… by @abouolia in bigcapitalhq#177
  • fix: Internal note of invoice/bill payment does not saving by @abouolia in bigcapitalhq#181
  • fix: Storing cash flow transaction description by @abouolia in bigcapitalhq#180
  • fix: No currency in amount field on money in/out dialogs by @abouolia in bigcapitalhq#179
  • fix: No default branch for customer/vendor opening balance branch by @abouolia in bigcapitalhq#182

[0.9.8] - 19-06-2023

bigcapitalhq/webapp

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

bigcapitalhq/server

  • fix: sending emails on reset password and registration by @abouolia in bigcapitalhq#167

[0.9.7] - 14-06-2023

@bigcapital/webapp

  • fix: change the footer links of onboarding pages by @abouolia in bigcapitalhq#139

@bigcapital/server

[0.9.6] - 12-06-2023

@bigcapital/webapp

  • fix: remove duplicated form submitting by @abouolia in bigcapitalhq#138
  • feat: add monorepo version on the application sidebar by @abouolia in bigcapitalhq#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 bigcapitalhq#132

@bigcapital/webapp

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

[0.9.4] - 08-06-2023

@bigcapital/monorepo

  • fixed: docker-compose line-ending issue on Windows by @abouolia in bigcapitalhq#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 bigcapitalhq#125
  • Added: Migrate the server database to MariaDB by @abouolia in bigcapitalhq#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 bigcapitalhq#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.