Changelog

Follow all system updates and improvements

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May 2026

Customer Menu builder

???? Customer Menu builder — Administrators can now reorder, rename, hide, and re-icon the customer portal's sidebar from a new "Customer Menu" page under Setup → Menu Builder. The builder lists every standard customer entry plus any items added by extra modules, and contact-level permissions are still respected so no customer ever sees something they aren't allowed to open.

Pin your favorite menus to the top of the sidebar

???? Pin your favorite menus to the top of the sidebar — Each staff member can now pin the menu entries they use most often to a personal "Pinned" section that appears right below the Dashboard. Hover any sidebar entry to reveal a small thumbtack; one click pins it, another click in the Pinned section unpins it. Pins are saved per user so every team member can build their own quick-access list without affecting anyone else's sidebar, and the section only appears when at least one item is pinned so the sidebar stays clean for users who don't use the feature. Submenu entries (like Setup → Roles) can be pinned too — they appear as direct top-level shortcuts inside the Pinned section.

Animated menu icons preserved across the layout builder

???? Animated menu icons preserved across the layout builder — Items that use the platform's animated icons (such as Leads, Contracts, Projects, Tasks and Expenses) were silently switching to their plain static icons after Apply Recommended Layout, or after any save in the Main Menu builder. The animated icon is now stored alongside the menu entry whenever the layout is changed and re-applied when the sidebar renders, so the animation comes back and stays through every future edit.

Nesting now merges a child's whole submenu into the parent

Nesting now merges a child's whole submenu into the parent — Previously, when the recommended layout nested an item like Lead Filters under Leads, only the Lead Filters landing page link appeared, and its own sub-pages (the individual filters and management screens) became unreachable. The nesting step now flattens the child's entire submenu into the parent — every URL the child used to expose now appears directly inside the parent's dropdown — and the original parent page is automatically added back as the first entry so it is still one click away.

Lead Filters link works again and OmniU items moved into Sales

???? Lead Filters link works again and OmniU items moved into Sales — Three related fixes: (1) Lead Filters and any other item that was collapsed under a parent had its link drop fields like the destination URL because of the order in which the menu's grouping was applied, leaving the entry clickable but going nowhere; the grouping step now runs last so the link is preserved. (2) Items with non-FontAwesome icons (like Lord-style icons) kept their visual icon when nested under a parent — previously only FontAwesome icons survived the move. (3) OmniU and OmniU Studio now land inside Sales & Leads at the end of the section (after Calendar) per administrator request, matching the natural lead-generation-to-sales flow; OmniU SaaS continues to live with Platform alongside the other SaaS entries.

Recommended layout refined and submenu loss fixed

???? Recommended layout refined and submenu loss fixed — Six changes after testing on a production installation: (1) Sales now opens the sidebar instead of Marketing because that is where daily work begins; (2) Calendar and Agenda moved into Sales as scheduling tools; (3) Support and Tickets folded into the Projects section so the whole delivery flow lives together; (4) OmniU SaaS now sits with the other SaaS entries under Platform; (5) two new sections appear when items match — Human Resources and Training & Academy — so HR Management, Universidade Corporativa and similar entries are no longer dumped into "Other"; (6) a sneaky bug that silently emptied submenus after Apply Recommended Layout has been fixed, restoring the Growth menu and every dropdown that lost its children. The Customer Menu builder also shows section headers as a distinct banded row so administrators can tell sections apart from regular menu entries at a glance.

Recommended layout also nests closely related menus

Recommended layout also nests closely related menus — Applying the recommended layout now collapses tightly related entries under a single parent item with a dropdown arrow. For example, "Filtros de Leads" appears as a child of "Leads" and the per-area report drill-downs collapse under "Relatórios". The sidebar becomes shorter and the relationship between items is visible at a glance. The nesting is preserved across normal saves in the builder.

Recommended layout now also orders items inside each section by workflow

Recommended layout now also orders items inside each section by workflow — When applying the recommended layout, the items inside each section follow the natural business sequence: leads → filters → customers → quotes → closed sales in Sales & Leads; plan → execute → schedule in Projects & Tasks; invoice → collect → expenses in Finance; and so on. Related entries also land back-to-back (Leads sits next to Filtros de Leads, generic "Relatórios" appears above the per-area drill-downs), so groups of related menus read as a cluster instead of being scattered.

One-click recommended layout for the main menu

???? One-click recommended layout for the main menu — A new Apply Recommended Layout button on the Main Menu builder reorganizes every menu item into named sections (Marketing & Growth, Sales & Leads, Projects & Tasks, Customer Service, Finance, Reports, Platform, Security & Access, System) in one click. The button preserves any item renames, custom icons, and hidden flags already configured, and keeps any custom sections previously added by the administrator. Items that don't fit the standard categories drop under an "Other" section at the bottom so nothing is lost.

Group the main menu into sections

???? Group the main menu into sections — Administrators can now add section headers between items in the Main Menu builder to visually group related entries (for example "Sales", "Operations", "Finance"). Sections appear in the sidebar as small uppercase labels with an optional icon and a thin divider above them. Each section can be reordered by dragging, renamed at any time, given a different icon, hidden temporarily, or removed altogether.

Customer Menu builder now lists add-ons even when their handlers cannot run during the scan

???? Customer Menu builder now lists add-ons even when their handlers cannot run during the scan — Some add-ons (Academy, Lives, Studio, and similar) only register their customer-portal link after loading data that may not exist in the administrator's context, so the link would silently disappear from the builder. The builder now also reads each add-on's source to detect every customer-portal link it would register, so administrators can manage Academy, Lives, Studio, and other add-on entries even when the live scan can't reach them.

One faulty add-on no longer hides every following customer link from the builder

???? One faulty add-on no longer hides every following customer link from the builder — While listing every available customer-portal link, the Customer Menu builder used to stop early as soon as one add-on raised an unexpected error during the scan, leaving every add-on that loaded after it invisible. The scan now isolates each add-on so a single faulty one is skipped and the rest still surface — bringing back Academy, Studio, and any other entry that was hidden behind an earlier failure.

Customer Menu builder now lists every add-on's customer link

???? Customer Menu builder now lists every add-on's customer link — Add-on modules that only show a customer-portal link to contacts with a specific permission (Studio, Academy, and others) were missing from the Customer Menu builder, leaving administrators unable to reorder or hide them. The builder now surfaces every registered customer-portal link, regardless of the permissions of any individual contact. Contact-level permissions still apply at the customer's side, so customers continue to see only the items they are allowed to open.

Hidden customer menu items now stay hidden everywhere

???? Hidden customer menu items now stay hidden everywhere — When an administrator hides a customer menu entry from the Customer Menu builder, the change now also removes the matching widget from the customer's dashboard home. For example, turning off "Income" hides both the sidebar link and the income summary card so customers don't see a section they can't open. The fix also covers menu entries that some add-on modules inject directly (such as Academy and Team Passwords), which previously remained visible even after being disabled.

Customer Menu builder

???? Customer Menu builder — Administrators can now reorder, rename, hide, and re-icon the customer portal's sidebar from a new "Customer Menu" page under Setup → Menu Builder. The builder lists every standard customer entry plus any items added by extra modules, and contact-level permissions are still respected so no customer ever sees something they aren't allowed to open.

Pin your favorite menus to the top of the sidebar

???? Pin your favorite menus to the top of the sidebar — Each staff member can now pin the menu entries they use most often to a personal "Pinned" section that appears right below the Dashboard. Hover any sidebar entry to reveal a small thumbtack; one click pins it, another click in the Pinned section unpins it. Pins are saved per user so every team member can build their own quick-access list without affecting anyone else's sidebar, and the section only appears when at least one item is pinned so the sidebar stays clean for users who don't use the feature. Submenu entries (like Setup → Roles) can be pinned too — they appear as direct top-level shortcuts inside the Pinned section.

Animated menu icons preserved across the layout builder

???? Animated menu icons preserved across the layout builder — Items that use the platform's animated icons (such as Leads, Contracts, Projects, Tasks and Expenses) were silently switching to their plain static icons after Apply Recommended Layout, or after any save in the Main Menu builder. The animated icon is now stored alongside the menu entry whenever the layout is changed and re-applied when the sidebar renders, so the animation comes back and stays through every future edit.

Nesting now merges a child's whole submenu into the parent

Nesting now merges a child's whole submenu into the parent — Previously, when the recommended layout nested an item like Lead Filters under Leads, only the Lead Filters landing page link appeared, and its own sub-pages (the individual filters and management screens) became unreachable. The nesting step now flattens the child's entire submenu into the parent — every URL the child used to expose now appears directly inside the parent's dropdown — and the original parent page is automatically added back as the first entry so it is still one click away.

Lead Filters link works again and OmniU items moved into Sales

???? Lead Filters link works again and OmniU items moved into Sales — Three related fixes: (1) Lead Filters and any other item that was collapsed under a parent had its link drop fields like the destination URL because of the order in which the menu's grouping was applied, leaving the entry clickable but going nowhere; the grouping step now runs last so the link is preserved. (2) Items with non-FontAwesome icons (like Lord-style icons) kept their visual icon when nested under a parent — previously only FontAwesome icons survived the move. (3) OmniU and OmniU Studio now land inside Sales & Leads at the end of the section (after Calendar) per administrator request, matching the natural lead-generation-to-sales flow; OmniU SaaS continues to live with Platform alongside the other SaaS entries.

Recommended layout refined and submenu loss fixed

???? Recommended layout refined and submenu loss fixed — Six changes after testing on a production installation: (1) Sales now opens the sidebar instead of Marketing because that is where daily work begins; (2) Calendar and Agenda moved into Sales as scheduling tools; (3) Support and Tickets folded into the Projects section so the whole delivery flow lives together; (4) OmniU SaaS now sits with the other SaaS entries under Platform; (5) two new sections appear when items match — Human Resources and Training & Academy — so HR Management, Universidade Corporativa and similar entries are no longer dumped into "Other"; (6) a sneaky bug that silently emptied submenus after Apply Recommended Layout has been fixed, restoring the Growth menu and every dropdown that lost its children. The Customer Menu builder also shows section headers as a distinct banded row so administrators can tell sections apart from regular menu entries at a glance.

Recommended layout also nests closely related menus

Recommended layout also nests closely related menus — Applying the recommended layout now collapses tightly related entries under a single parent item with a dropdown arrow. For example, "Filtros de Leads" appears as a child of "Leads" and the per-area report drill-downs collapse under "Relatórios". The sidebar becomes shorter and the relationship between items is visible at a glance. The nesting is preserved across normal saves in the builder.

Recommended layout now also orders items inside each section by workflow

Recommended layout now also orders items inside each section by workflow — When applying the recommended layout, the items inside each section follow the natural business sequence: leads → filters → customers → quotes → closed sales in Sales & Leads; plan → execute → schedule in Projects & Tasks; invoice → collect → expenses in Finance; and so on. Related entries also land back-to-back (Leads sits next to Filtros de Leads, generic "Relatórios" appears above the per-area drill-downs), so groups of related menus read as a cluster instead of being scattered.

One-click recommended layout for the main menu

???? One-click recommended layout for the main menu — A new Apply Recommended Layout button on the Main Menu builder reorganizes every menu item into named sections (Marketing & Growth, Sales & Leads, Projects & Tasks, Customer Service, Finance, Reports, Platform, Security & Access, System) in one click. The button preserves any item renames, custom icons, and hidden flags already configured, and keeps any custom sections previously added by the administrator. Items that don't fit the standard categories drop under an "Other" section at the bottom so nothing is lost.

Group the main menu into sections

???? Group the main menu into sections — Administrators can now add section headers between items in the Main Menu builder to visually group related entries (for example "Sales", "Operations", "Finance"). Sections appear in the sidebar as small uppercase labels with an optional icon and a thin divider above them. Each section can be reordered by dragging, renamed at any time, given a different icon, hidden temporarily, or removed altogether.

Customer Menu builder now lists add-ons even when their handlers cannot run during the scan

???? Customer Menu builder now lists add-ons even when their handlers cannot run during the scan — Some add-ons (Academy, Lives, Studio, and similar) only register their customer-portal link after loading data that may not exist in the administrator's context, so the link would silently disappear from the builder. The builder now also reads each add-on's source to detect every customer-portal link it would register, so administrators can manage Academy, Lives, Studio, and other add-on entries even when the live scan can't reach them.

One faulty add-on no longer hides every following customer link from the builder

???? One faulty add-on no longer hides every following customer link from the builder — While listing every available customer-portal link, the Customer Menu builder used to stop early as soon as one add-on raised an unexpected error during the scan, leaving every add-on that loaded after it invisible. The scan now isolates each add-on so a single faulty one is skipped and the rest still surface — bringing back Academy, Studio, and any other entry that was hidden behind an earlier failure.

Customer Menu builder now lists every add-on's customer link

???? Customer Menu builder now lists every add-on's customer link — Add-on modules that only show a customer-portal link to contacts with a specific permission (Studio, Academy, and others) were missing from the Customer Menu builder, leaving administrators unable to reorder or hide them. The builder now surfaces every registered customer-portal link, regardless of the permissions of any individual contact. Contact-level permissions still apply at the customer's side, so customers continue to see only the items they are allowed to open.

Hidden customer menu items now stay hidden everywhere

???? Hidden customer menu items now stay hidden everywhere — When an administrator hides a customer menu entry from the Customer Menu builder, the change now also removes the matching widget from the customer's dashboard home. For example, turning off "Income" hides both the sidebar link and the income summary card so customers don't see a section they can't open. The fix also covers menu entries that some add-on modules inject directly (such as Academy and Team Passwords), which previously remained visible even after being disabled.

Customer Menu builder

???? Customer Menu builder — Administrators can now reorder, rename, hide, and re-icon the customer portal's sidebar from a new "Customer Menu" page under Setup → Menu Builder. The builder lists every standard customer entry plus any items added by extra modules, and contact-level permissions are still respected so no customer ever sees something they aren't allowed to open.

Improved

Improved — Clearer review step on vertical property import with compact tags instead of long alert messages.

Vertical property import

Vertical property import — Redesigned the import screen with a clearer step-by-step flow, summary cards, and shorter messages instead of raw data dumps.

Vertical property import

Vertical property import — Multi-sheet Excel files now import from the Property Profile Upload worksheet when present; otherwise the first sheet is used as before.

Vertical property import

Vertical property import — Re-importing a file now updates existing tower or building records when the name already exists, instead of blocking the import.

Vertical property import

???? Vertical property import — The import now blocks duplicate tower or building names in the same file and names that already exist in the system.

Vertical property import

???? Vertical property import — Fixed an error that blocked confirming the import when the sheet included building height in storeys.

Fixed "Upgrade Database" error on the Menu Builder module

???? Fixed "Upgrade Database" error on the Menu Builder module — Administrators clicking the Upgrade Database action on the Menu Builder module no longer see an error about a missing migration. The action now completes silently because the module has no schema to upgrade.

Total Bill Calculation

???? Total Bill Calculation — Fixed an issue where the Total Bill for service requests booked across multiple billing windows was showing only a single window's charge (for example, a 15-hour booking at $200 per 2 hours was billing only $200 plus add-ons, instead of the full duration). Bookings are now correctly charged for the actual duration reserved, proportional to the billing window configured for the service. Partial windows are charged proportionally — for example, a 1-hour 30-minute booking on a 2-hour window is charged 75% of the rate, not the full window.

Service Request Status Display

???? Service Request Status Display — Fixed an issue on the Service Request details page where a request that had been cancelled, closed, or rejected continued showing the status of its linked ticket — making the request appear as if it were still open. The details page now correctly shows the Service Request's own final status in those cases.

Pending Status Label Color

???? Pending Status Label Color — Fixed an issue where the "Pending" status label on the Service Request list and details pages appeared with no background color. The label now displays in blue, in line with the other status indicators.

Charge Reversal on Cancellation

???? Charge Reversal on Cancellation — Cancelling an approved service request now automatically reverses the charge that was raised against the resident's account. The reversal is reflected on the resident's next billing statement and surfaces on the Finance Transaction Report as a Cancelled row alongside the original Approved row, so the full lifecycle of the charge is visible in one place. Service requests cancelled before this release are not affected; from this release onward, every new cancellation triggers the reversal automatically.

Charge Reversal on Cancellation

???? Charge Reversal on Cancellation — Cancelling an approved amenity booking now automatically reverses the charge that was raised against the resident's account. The reversal is reflected on the resident's next billing statement and surfaces on the Finance Transaction Report as a Cancelled row alongside the original Approved row, so the full lifecycle of the charge is visible in one place. Bookings cancelled before this release are not affected; from this release onward, every new cancellation triggers the reversal automatically.

Improved

Improved — Clearer review step on vertical property import with compact tags instead of long alert messages.

Vertical property import

Vertical property import — Redesigned the import screen with a clearer step-by-step flow, summary cards, and shorter messages instead of raw data dumps.

Vertical property import

Vertical property import — Multi-sheet Excel files now import from the Property Profile Upload worksheet when present; otherwise the first sheet is used as before.

Vertical property import

Vertical property import — Re-importing a file now updates existing tower or building records when the name already exists, instead of blocking the import.

Vertical property import

???? Vertical property import — The import now blocks duplicate tower or building names in the same file and names that already exist in the system.

Vertical property import

???? Vertical property import — Fixed an error that blocked confirming the import when the sheet included building height in storeys.

Fixed "Upgrade Database" error on the Menu Builder module

???? Fixed "Upgrade Database" error on the Menu Builder module — Administrators clicking the Upgrade Database action on the Menu Builder module no longer see an error about a missing migration. The action now completes silently because the module has no schema to upgrade.

Total Bill Calculation

???? Total Bill Calculation — Fixed an issue where the Total Bill for service requests booked across multiple billing windows was showing only a single window's charge (for example, a 15-hour booking at $200 per 2 hours was billing only $200 plus add-ons, instead of the full duration). Bookings are now correctly charged for the actual duration reserved, proportional to the billing window configured for the service. Partial windows are charged proportionally — for example, a 1-hour 30-minute booking on a 2-hour window is charged 75% of the rate, not the full window.

Service Request Status Display

???? Service Request Status Display — Fixed an issue on the Service Request details page where a request that had been cancelled, closed, or rejected continued showing the status of its linked ticket — making the request appear as if it were still open. The details page now correctly shows the Service Request's own final status in those cases.