Onboarding — TelSmart

v2.3.0 04-11-2026

🎨 Nieuwe sidebar layout — horizontale subnav vervangen door een vaste linker sidebar (208px) met board selector, Kanban/List navigatie, filter en Admin-link
🌑 Donkere header — topbar heeft nu een donkerblauwe achtergrond (#2A5388) met het witte TelSmart logo
🌐 Alle boards — nieuw item "Alle boards" in de board dropdown toont alle klanten in één kanban met gecombineerde stages

v2.2.0 04-10-2026

🎨 Column count badges — card count badge turns blue when a column has cards, grey when empty
📋 Dynamic kanban stages — column order now follows the Admin → Kanban Settings; drag to reorder and save works correctly
🔀 MVNO Only moved — "MVNO Only - Remote to plan" now appears before "To Plan - on site"
📏 Collapsed columns — taller collapsed columns (230px) with card count shown above the title

v2.1.2 04-10-2026

🐛 Auto-save restored — changes made on a customer card are now correctly saved
🏠 HubSpot delivery addresses — delivery addresses (custom object) are fetched from HubSpot and automatically added as installations in Planning
🔗 HubSpot field mapping — overview of HubSpot → Onboarding field mapping now visible on the Integrations page
🐛 Cards visible in kanban — customers now appear correctly in the right column
⚙️ Stages & automations API — kanban column settings and automation log are now available
➕ Simplified Add dialog — creating a new customer now only requires name, board and HubSpot Deal ID; column-level add buttons removed
✅ HubSpot badge — integrations page now correctly shows "Configured" when the API key is set

v2.1.1 03-10-2026

🐛 Card fullscreen — clicking a card now correctly opens the full customer detail page
🐛 HubSpot & AI Parse buttons — buttons restored on the customer detail page
🐛 Kanban columns — column settings and colors loading correctly
🐛 Create card — manually creating a new customer card now works
🐛 Sold products / CRM / Logistics — all sections visible and saveable on customer page

v2.0.0 03-10-2026

🐍 Migration to Django & PostgreSQL — full backend rewrite from Node.js/SQLite to Django 6.1 with PostgreSQL; all API endpoints ported, same frontend
🚀 New server — deployed on dedicated Ubuntu 24.04 LXC container (172.16.1.144) with Gunicorn + nginx
🔐 Server-side auth — Microsoft Azure AD login now handled server-side via MSAL Python; sessions stored in PostgreSQL

v1.9.0 30-09-2026

📦 Shipment IDs — new block in Logistics to store one or more BPOST ID + WH/OUT ID pairs per customer; rows can be added and removed individually
🔽 Sections collapsed by default — all customer page sections now start collapsed for a cleaner overview
🏢 OL renamed to Office Lover — label updated in the Sold Products block
📎 HubSpot attachments via notes — attachments are now also fetched from associated HubSpot notes (hs_attachment_ids), in addition to email engagements; duplicate files are skipped automatically
🤖 AI Parse: CRM user count — patterns like "10x integratie BrokerCloud" are now correctly parsed into type and user count

v1.8.9 30-09-2026

🧮 Bruto auto-calculated — the Bruto omzet field is now automatically computed as netto + geschatte afkoop; updates live when either field changes
💰 Geschatte afkoop via HubSpot — the HubSpot Check panel now includes bedrag_afkoop as a selectable field that fills Geschatte afkoop directly

v1.8.8 30-09-2026

📥 Attachment download fixed — attachment links now use an absolute path, resolving the "Cannot GET /portal/api/…" error
🔑 OTP via installation contacts — customers can now log in with any email address listed under Contacten installatie; no longer requires a separate "Contactpersoon 1" entry
📧 Welcome mail to all contacts — the welcome email is now sent to every installation contact with an email address, each addressed by their own name
🤖 AI Parse improvements — "Referentie via: NEE" is now correctly copied to the field; contacts like "Gilles of Charline Name: phone" are split into two separate entries; duplicate contacts are skipped when AI Parse is run more than once

v1.8.7 30-09-2026

🔗 HubSpot deal import — a new Check button next to the HubSpot Deal ID field fetches the deal from HubSpot and opens a side panel with all relevant data
📋 One-click field apply — each piece of deal data has its own Apply button: deal name → customer name, amount → net revenue, owner → internal contact, internal briefing and finance note → appended to sales notes; buttons turn green once applied so you know what's already been used
📎 Attachment import — email attachments linked to the deal are listed in the panel; clicking Save downloads the file from HubSpot and adds it directly to the customer's attachment list

v1.8.6 30-09-2026

📦 Section order tweaked — Sold Products now sits above Logistics on the customer form, giving a cleaner flow: products first, then hardware/SIM logistics at the bottom
🔧 Sold Products height fixed — the section was clipped at 700 px; it now expands fully to show all product groups (Office Lover, Internet, Just Mobile, Just Data, Phone & Connectivity, CRM)

v1.8.5 30-09-2026

🔗 Admin Integrations — new "Integrations" tab in Admin with cards for HubSpot (active: set API key + test connection), Odoo, Simple Simon and Freshdesk (last three: "Coming soon")
📋 Unified board prompt — the AI prompt in Admin → AI now covers the full card (products, contacts, addresses, CRM, reference); handled by a single /api/ai/parse-all endpoint
📦 Sold Products moved down — the "Sold Products" section is moved to the end of the form column, after Logistics, for a more logical overview

v1.8.4 30-09-2026

🎨 UI uniformity — all form inputs (product quantities, free-text fields, dynamic rows, text areas) now share one consistent visual style: same border, same border-radius, same padding, same font size and the same blue focus ring with shadow

v1.8.3 30-09-2026

🤖 Single AI Parse button — all individual ⚡ Parse buttons removed; one prominent "✦ AI Parse" button below Sales notes runs all parsing in one click: products, CRM, contacts, addresses and Proximus order rows
🔒 Once-only Parse — the button is disabled and turns green after a successful parse run, preventing duplicate fills
⚠️ Review flags — fields created by AI that still need manual input (e.g. empty GSM/email on a contact, empty date/engineer on an install row) are highlighted red with an ! badge; the flag clears as soon as the field is filled
🏷️ Admin: "Board prompt" — the AI prompt editor in Admin → AI is renamed from "Product parse prompt" to "Board prompt" to reflect that it covers the entire card

v1.8.2 30-09-2026

📞 Phone & Connectivity block — new product block in Sold Products with four product lines: Office Phone, Wireless Phone, Doorphone and Wifi; AI Parse recognises these product names in sales notes

v1.8.1 30-09-2026

📦 Just Data products — new product block "Just Data (tablet SIM)" with JD2, JD20 and JD100 in Sold Products; AI Parse recognises "JD20", "JD kaart" and "tablet SIM" patterns
🤝 CRM / Integration block — new block in Sold Products with a free-text type field (e.g. ODOO, Salesforce) and a user count; AI Parse detects "ODOO integratie" and similar phrases
📦 Logistics section — new collapsible section below Portation: SIM card counts (Physical / eSIM), and hardware items (Draytek, Switch 4/8/16/24/48 POE, Access Point, Yealink AX86/T74/T58, Parlofoon, Extra free text + count)
👥 Dynamic installation contacts — "Contactpersoon 2" replaced by a dynamic list; add multiple installation contacts via "+ Add contact"; AI Parse (⚡) now extracts all persons listed under "Installation contact" and creates a row for each
🤖 AI prompt updates — product parser now handles JD products, CRM type/count; notes parser now extracts multiple contacts from the "Contactpersoon voor installatie" section

v1.8.0 30-09-2026

📧 Message Templates redesigned — three separate template cards: Welkomsmail, Herinnering formulier and Planningsbevestiging; each with NL / FR / EN tabs
🖊️ HTML templates — welcome and reminder templates are full editable HTML; changes are saved per language to the database
👁 Preview button — instantly opens the active template in a new browser tab so you can see exactly what the customer receives
🔗 Template shortcut from automation rules — "📝 Template" button on the Welcome email and Appointment confirmation rules navigates directly to the correct template card
🌐 Multilingual welcome email — welcome email now respects the customer's language setting (NL / FR / EN) and uses the matching HTML template from the database
🔗 Intake form link — welcome email now includes a branded button linking to the customer's personal intake form ({{link}} placeholder)

v1.7.6 30-09-2026

⚡ Planning — AI Parse — "⚡ Parse" button on the Planning section extracts installation addresses from sales notes and creates location rows automatically (multiple addresses supported)
⚡ Proximus Orders — AI Parse — "⚡ Parse" button fills the address field of existing Proximus order rows from sales notes
💳 Referenced field in Financial — free-text "Referenced (referentie via)" field; AI can fill it automatically from the "referentie via" mention at the bottom of the notes
📋 CID per Proximus order — CID field added to every Proximus order row for the Proximus Customer ID
👤 2nd contact person (installation) — "Contactpersoon 2 (installatie)" block with naam, GSM and e-mail; the "⚡ Parse" button on Basic Info fills it from "Contactpersoon voor installatie (indien anders dan op overeenkomst):" in the notes
🎨 15 px bottom spacing added below the last Sold Products block

v1.7.5 30-09-2026

🐛 AI parse fix — "New number" count is now correctly filled from sales notes (was missing from parsed fields)
📖 View full note — "⤢ View full" button next to the Sales notes label opens the complete note in a modal overlay

v1.7.4 30-09-2026

🤖 AI prompt editable — the full prompt for product parsing is now visible and editable in Admin → AI; changes are saved to DB and override the built-in default
🕒 Prompt audit trail — last save timestamp and username shown below the prompt editor
🧠 AI parse button in Sold Products section now shows a brain icon for quick recognition

v1.7.3 30-09-2026

📞 New number product — "New number" quantity field added to the Sold Products section; AI parser recognises aliases (nieuw nummer, privé nummer, etc.)
📋 Portation — New numbers section — renamed and split into two subsections: Portation (existing flow) and New numbers (individual phone number entries with Add / Delete)

v1.7.2 30-09-2026

🌐 Internet & Security products — Fiber, VDSL, Secured Internet (Firewall), 4G Backup and Secured Internet + 4G Backup added to the Sold Products section
⚡ Auto Proximus orders — parsing internet products automatically creates the matching Proximus order rows so logistics can pick them up
🔑 OpenAI API key from admin — set or update the key directly in Admin → AI without server access; first 5 and last 5 characters shown, raw key never exposed
🤖 AI product prompt extended to recognise all internet and security product aliases (fiber, glasvezel, VDSL, beveiligd internet, 4G…)

v1.7.1 30-09-2026

📦 Sold Products section — structured product overview per customer: Office Lover (+ AI add-on, Smartie Mobile 2/20/100GB) and Just Mobile (2/20/100GB)
✦ AI product parser — "Parse" button reads the sales notes and fills the product quantities automatically via ChatGPT (GPT-4o mini)
⚠️ OL constraints — AI count and total Smartie Mobile count are capped at the Office Lover count; live warning shown when exceeded
🤖 Admin → AI section — prompt editor (customisable, stored in DB), live test panel and API key status
👁️ Useful Info section — sales notes textarea and internal contact field on every customer card
🔤 Section headers consistent: dropdown arrow always next to the title; "Portaties" renamed to "Portations"

v1.7.0 30-09-2026

🗂️ Admin sidebar — navigation split into sections: Communications, Automations, Message Templates, Users, Kanban Settings, AI / SLA / Webinar (placeholder), Data & Backup
⚡ Automations merged into admin — rules, toggles, roadmap and action log directly inside the admin menu
📋 Kanban Settings — create, rename, colour and drag-to-reorder columns per board (DB-backed stages)
🗜️ Column collapse — click a column header to collapse it (Trello-style); card count stays visible, state remembered after refresh
🔘 Admin dropdown removed — single direct button to the admin page
🚧 Automations roadmap: Intake item added

v1.6.1 27-09-2026

👤 Contact person per customer — name + email, can log in with OTP independently
📧 Branded email templates — table layout, logo, TelSmart 2026 color tokens across all 4 emails
🌙 Dark mode on Admin settings page — follows theme chosen in the main portal
🎨 Admin and Automations pages: consistent topbar (← Board + logo)
📊 "In progress" stat now correctly excludes "New" customers

v1.6.0 27-09-2026

🌐 Customer landing page at the root — email + OTP flow (EN/NL/FR)
🔐 Staff portal moved to /portal/ — secured via MS Auth
📬 OTP verification for customers: unique link ?token= or enter email address
📄 Customer intake overview at /intake.html after verification
🔑 Sign-in and pending pages converted to English
📊 Stat order: new → in progress → planned (was: in pipeline → new)
🧑‍💼 Staff login button (bottom-left) on the customer landing page
🏳️ Language preference saved on OTP verify — flag badge shown on kanban card
📵 Net pipeline stat hidden on mobile

v1.5.5 27-09-2026

🔐 Microsoft authentication via Azure AD OIDC
👤 User avatar (initials) with dropdown: name, email, Sign out
🛡️ Auth check on all portal pages — redirect to login if not signed in
⚙️ Admin → User management tab: approve or reject new sign-up requests

v1.5.4 27-09-2026

⚡ New page: Automations overview — view all rules and a live log of recent actions
⚙️ Admin button is now a dropdown with Settings and Automations (desktop only)
📊 Pipeline stats are clickable (desktop): "new", "in progress" and "planned" show a list of the relevant customers

v1.5.3 27-09-2026

📄 Customer detail is now a full page (customer.html?id=…) — bookmarkable & linkable to work orders
📱 Card click navigates to the customer page (no more popup)
⚙️ "Fritz!Box" reference removed from SMS Gateway settings

v1.5.2 27-09-2026

📱 Mobile view improved: compact topbar, text labels hidden on small screens
📞 Phone number updated to +32 2 888 33 02 (emails, SMS, tracking page)

v1.5.1 27-09-2026

🗂️ Board filter in filter panel: New / Upsell / VDSL phase out — all visible by default
🔖 Filters saved in URL — views are bookmarkable & shareable
Board names renamed: "Nieuwe klanten" → "New", "Uitfasering" → "VDSL phase out"
Board badge on cards (Upsell / VDSL phase out) visible in mixed view

v1.5.0 27-09-2026

🗂️ Multiple boards: New, Upsell, VDSL phase out — one kanban, same stages
🗺️ Customer Journey section (New board): date & recipient of welcome email
📋 Intake form link per customer
📧 Send & track welcome email manually from the modal
Welcome email/SMS automatic only on New board

v1.4.6 27-09-2026

Mail & SMS templates configurable per language (NL/FR/EN) in Admin
Placeholders: {{naam}}, {{datum}}, {{engineer}}, {{vestiging}}, {{status}}
Template auto-filled in the confirmation dialog
Version number clickable → release notes

v1.4.5 27-09-2026

Toggle individual labels per column
Column configuration saved in database (shared across all users)
Portage layout: numbers next to Portage ID on the same row
Status dropdown with emoji: ⏳ Request / ✅ Accepted / ❌ Rejected

v1.4.4 27-09-2026

Configure card fields per column (right-click on column header)
Scroll performance improved (backdrop-filter removed, CSS contain on cards)
Data & Backup section in Admin (JSON/CSV/DB download + cron tip)

v1.4.3 26-09-2026

Portage status (Request/Accepted/Rejected) + numbers field
Note author always visible (Team / Bot)
Add buttons hidden when sections are collapsed
Copy button fallback for HTTP (without clipboard API)
Tracking URL path corrected

v1.4.0 – v1.4.2 26-09-2026

Full English UI translation
Auto-save (600ms debounce), no Save button
Modal 75% wide, notes/attachments in 33% right panel
Admin page: SMTP, SMS gateway, user management + approval flow
Dark / Light / Auto theme
@mention email notifications in notes
Bugfix: stack overflow when opening customer card

📅 Confirm appointment