Changelog: Version 1.0.9

Release Date: 2026-05-28

🚀 Added

• Database Migrations: Added Migration 023 to include a vat_type column in the recurring_invoice_items table, and Migration 024 to add a banking_swift column to the settings table.

• SWIFT/BIC Code Support: Integrated a new optional SWIFT/BIC code field into the Admin Banking Settings to facilitate international client transfers.

• Purchase Order JS Engine: Built a new, dedicated po-form.js engine to handle dynamic tax rate calculations, DOM generation, and custom tax classifications for supplier orders.

• Independent Scroll Viewports: Implemented a new UI scroll architecture that locks the main body overflow and allows the Sidebar and Main Content areas to scroll completely independently, complete with a sleek, custom-styled sidebar scrollbar.

🔄 Changed / Updated

• Dynamic Tax Engine Expansion (Stage 6): Fully wired the Inventory Item Catalog, Purchase Orders, and Recurring Invoices modules into the new dynamic tax engine, ensuring all financial calculations adhere to the custom database tax rates (e.g., STD, ZERO, EXM).

• Document PDF Templates: Updated the DOMPDF layout templates for Invoices and Quotes to cleanly inject the new SWIFT/BIC code into the banking details block. The engine intelligently hides the label if the field is left blank.

• Refund Eligibility: Rewrote the getInvoicesJSON API endpoint in the Credit Note module using a direct SQL query to bypass the strict "unpaid only" filter. Users can now securely select and issue refunds against Paid in Full invoices.

🐛 Fixed

• Credit Note Dropdown Freeze: Resolved a bug where the "Link to Invoice" dropdown would fail to populate and remain locked. Fixed case-sensitive Linux routing paths in the AJAX fetch requests and added Javascript fail-safes to forcefully strip the disabled HTML attribute upon data load.

• Missing Controller Payloads: Fixed a silent Javascript failure in the Credit Note module by properly injecting the TaxRateModel into the controller, ensuring the frontend DOM builder receives the necessary tax rate arrays to render.

• Aggressive Browser Caching: Added dynamic cache-busting parameters (?v=time()) to the script imports for Quotes, Credit Notes, and Purchase Orders to force browsers to flush old cached files and load the updated tax engines.

🛠️ System Architecture & Core Engine

• Global Exception Handling (The Safety Net): Upgraded the root index.php Front Controller with a global try...catch(\Throwable $e) block. Any fatal PHP errors or PDO Database crashes are now instantly intercepted and gracefully routed to the branded 500 Internal Server Error page, preventing raw stack traces from exposing server details.

• Intelligent Method Reflection Router: Enhanced the MVC router to use PHP's ReflectionMethod. It now actively verifies that a requested controller method is explicitly public. If a user attempts to access a protected core system function via the URL, it safely deflects them to the branded 404 Page Not Found screen.

• JSON API Bulletproofing: Upgraded all asynchronous JSON endpoints across controllers with ob_clean() and strict header('Content-Type: application/json'); headers. This aggressively scrubs hidden PHP background warnings that previously caused silent Javascript parsing crashes.

• PHP 8 Null-Safe Interpolation: Refactored financial calculations in API endpoints to mathematically cast database NULL values to (float) before formatting, completely eliminating PHP 8 deprecation warnings.

🔍 Global Search Engine Overhaul

• Deep-Scan Capabilities: The global search engine no longer just searches titles. It now uses highly optimized SQL EXISTS clauses to search inside nested line items, product descriptions, terms, and notes without duplicating result rows.

• Expanded Module Reach: Added comprehensive search support for Vendors, Purchase Orders, Credit Notes, Recurring Invoices, Payments, and Inventory Serial Numbers.

• Dynamic Results UI: Completely redesigned the results.php view to handle all 10 modules dynamically with color-coded badges, icons, and precise routing to the specific document or profile.

📄 Document Formatting & PDF Upgrades

• Document Address Snapshot Feature: Added a historical "Snapshot" address field to Invoices, Quotes, Credit Notes, and Recurring Invoices. This ensures that if a customer moves and updates their profile, historical documents retain the exact address they were originally billed to.

• PDF Height Synchronization: Replaced flexbox models with strict HTML <table> layouts (.equal-height-cell) in the DOMPDF templates (invoice_template.php, quote_template.php, credit_note_template.php, statement_template.php, po_template.php). This guarantees the "FROM" and "TO" boxes are locked to the exact same vertical pixel height regardless of text volume.

• Mirrored Web UI Parity: Updated the read-only web preview screens for all financial documents to use identical, left-aligned flex-grids with matching iconography (Envelope/Telephone) for perfectly symmetrical "FROM" and "TO" sections.

💼 Module-Specific Updates

Invoices & Quotes

• Layout Alignment: Stripped out nested wrapper divs to fix a margin-offset bug, ensuring the Customer Address dropdown aligns perfectly with all other form inputs.

• TinyMCE Restoration: Restored the missing TinyMCE CDN script to the Add/Edit views to ensure the Terms & Conditions textareas render as rich-text editors instead of raw HTML blocks.

Recurring Invoices & Automation (Cron)

• Cron Propagation: Updated the AdminCronTrait.php engine so that when a recurring template fires, it successfully carries over the billing_address, billing_branch_id, customer_po_number, currency, and exchange_rate to the freshly generated invoice.

Credit Notes

• Fatal Error Fix: Resolved a 500 Server Error caused by calling an incorrect model name (InventoryModel instead of InventoryItemModel) in the controller constructor.

• Number Sequence Safety: Replaced a missing helper method with the standardized prefix + padding calculation for generating new Credit Note numbers.

• Linux Pathing Fix: Corrected case-sensitive Javascript fetch URLs to ensure the "Link to Invoice" dropdown reliably populates on strict Linux environments.

Customers

• Action Routing Fix: Renamed the viewCustomer() method to profile() to resolve a routing conflict with the core BaseController::view() method.

• Dark Mode UI: Changed the 360 Profile icon button from btn-outline-dark to btn-outline-secondary so it remains clearly visible when the user toggles the system to Dark Mode.

• Statement Link Fix: Corrected the "Back to Customer" link in the Statement Preview screen to properly point to the renamed profile route.

We are excited to release Keystone Accounting Pro v1.0.5. This update focuses heavily on refining the multi-currency architecture, modernizing the user interface, and expanding the 360-degree CRM capabilities to give you deeper insights into your client accounts.

Key Updates Included in this Release:

• Multi-Currency Email Engine: Resolved a template parsing issue where currency symbols were failing to render in dispatched emails. The entire email dispatch system across Invoices, Quotes, Credit Notes, and Statements has been refactored to dynamically inject the correct client currency.
• Universal System Confirmation Modal: Replaced outdated native browser popups with a beautiful, unified Bootstrap confirmation modal. Critical actions (like deleting records or revoking portal access) now utilize this smooth, modern UI component.
• Customer 360° Enhancements: Upgraded the Customer View dashboard to automatically fetch and display all associated personnel. A new "Associated Contacts" card clearly shows exactly who is linked to the company and what their specific roles are (Primary, Billing, Quotes, Statements).
• Bulletproof Document Routing: Fixed a silent failure in the Customer Controller where linking alternative contacts for document routing failed to save. The data extraction logic has been aggressively hardened to ensure seamless database saves.
• Legacy Login Synchronization: Bridged the gap between the new Decoupled Contacts architecture and the legacy authentication system. Legacy customer logins now correctly trigger the `last_login` timestamp on their associated Person profile, keeping your telemetry perfectly synced.
• UI Polish & Notification Placement: Repositioned the system's flash notifications to float perfectly below the main navigation bar without overlapping the search field. Additionally, refined the "Copy Physical Address" button placement to prevent UI collisions during rapid data entry.

Thank you for your continued support and feedback. We remain dedicated to expanding the system's capabilities while maintaining our strict zero-breakage and security standards!

Welcome to Keystone Accounting Pro v1.0.2! 🚀

We are excited to release Keystone Accounting Pro v1.0.2. This massive upgrade transforms the platform into a true enterprise-ready ERP, introducing powerful corporate hierarchies, intelligent email routing, and advanced inventory control.

Key Updates Included in this Release:

• Advanced Inventory Tracking: Track individual high-value items with serial numbers and warranty dates, plus manage perishable goods using strict FEFO (First-Expired, First-Out) batch tracking.
• Purchasing & Vendors: A complete accounts payable workflow. Maintain a supplier database and generate professional Purchase Orders to seamlessly restock your inventory.
• Decoupled Contact Directory: A brand new "Contacts" module separates people from corporate entities, allowing a single director or managing agent to be linked to multiple branches without data duplication.
• Corporate Hierarchies: Link individual client accounts to a primary "Head Office." Bill the parent company financially while seamlessly attaching specific branch addresses for physical delivery.
• Intelligent Document Routing: Explicitly route different financial documents to different people within the same organization (e.g., email quotes to Procurement, but route monthly statements to Accounts Payable).
• Customer PO Tracking: Capture Customer Purchase Order numbers and automatically display them across Quotes, Invoices, Automated Recurring Templates, and the live Client Portal.
• Security & UI Enhancements: Patched a critical data leak to ensure internal notes are fully stripped from all generated PDFs, alongside contrast optimizations for the Glass Dark Mode UI.

Thank you for your continued support and feedback. We remain dedicated to expanding the system's capabilities while maintaining our strict zero-breakage and security standards!

Welcome to Keystone Accounting Pro! 🎉

We are thrilled to announce the official launch of Keystone Accounting Pro v1.0.1. This initial release brings a robust, self-hosted, and completely enterprise-grade accounting solution to the you.

Core Features Included in this Release:

• Real-Time Dashboard: An instant bird's-eye view of your financial health, tracking total sales, outstanding payments, and expenses.
• Professional Invoicing: Create, manage, and email VAT or Non-VAT invoices with automated, branded PDF generation.
• Quote Management: Send professional quotes to your leads and convert them directly into active invoices with a single click.
• Self-Service Client Portal: A secure, dedicated login area for your clients to view their ledger, check quote statuses, and download past invoices.
• Inventory & Stock Control: Manage products and services, track cost margins, and automatically decrement stock levels upon invoicing.
• Expense Tracking: Categorize and log all business purchases to maintain an accurate, real-time net profit calculation.

Thank you for joining us on day one. We are committed to keeping this application user friendly and free of any bugs, and we look forward to rolling out regular updates based on your feedback!